As a Vice President and Banker at J.P. Morgan Private Bank, I work closely with affluent individuals and families to guide them through the sophisticated opportunities that accompany substantial wealth. I serve as an advocate and trusted resource, offering direct access to the firm’s specialists and thought leadership to help grow and protect clients’ financial interests. I view my role as a personal CFO for each family, holistically integrating the elements of their wealth into one cohesive picture—investing, estate and tax planning, lending and banking. I have recently returned home to Texas, and I leverage my strong relationship management skills to play an essential part in expanding the firm’s presence in the Austin and San Antonio region.My incredible range of life and career experiences has forged a strong track record in the nonprofit, banking, engineering and consulting sectors. At J.P. Morgan, I previously held roles in New York and Dallas, gaining exposure to asset-based lending, credit risk, private equity, portfolio management, corporate M&A and investment banking. I have also used my deep experience in finance to partner with New York City’s mayoral administration and transform how the city’s schools are funded. Earlier, I spent five years as an environmental engineer in Houston and Alaska, working with oil and gas companies to implement environmental solutions.