Caleb Smith Email and Phone Number
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Caleb Smith personal email
Currently pursuing a masters in finance and economics, I work for J.P. Morgan in Boston, MA as a Senior Client Associate at the Minchello Group. In this role I have the opportunity to speak with incredible clients and titans in the industry, hone critical skills in communication, problem solving, organizational efficiency and bringing forth the best that J.P. Morgan has to offer.In my off hours, you can typically find me working out, playing the guitar, pretending I can cook or spending time with my amazing wife and friends.
J.P. Morgan
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Investment AssociateJ.P. Morgan Feb 2024 - PresentBoston, Massachusetts, United States -
Senior Client AssociateJ.P. Morgan Apr 2022 - Feb 2024Boston, Massachusetts, United StatesElectronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved -
Chief Financial OfficerTrajex Marketing Solutions Llc Dec 2020 - Jun 2023RemoteRecord and maintain financial transactionsWork with CEO to generate and implement procedures and best practices for a variety of company needsDesign, create and communicate company budgets and financial models for executive teamInterpret, manipulate and visualize data for clients into actionable reports as a component of marketing services provided.Strategize and implement policies for overall company growth. -
Gift Accountant And Legacy Giving SpecialistHoughton College Jun 2019 - Jun 2023Houghton, New York, United StatesResponsible for recording a variety of gifts to Houghton College, including vehicles, real property, cash and securities.Work to maintain procedures for, and assist in recording, estate and legacy gifts, including annuities and will bequests.Generate and execute marketing strategies for Houghton College's legacy giving programAssist in maintaining College database, including the hiring and training of student workers for this purpose. -
Resident AssistantHoughton College Aug 2017 - May 2019Houghton, Ny -
Office InternBerea Ministries Jun 2018 - Aug 2018Berea, Nh
Caleb Smith Education Details
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Finance -
Business Administration And Accounting
Frequently Asked Questions about Caleb Smith
What company does Caleb Smith work for?
Caleb Smith works for J.p. Morgan
What is Caleb Smith's role at the current company?
Caleb Smith's current role is Investment Associate at J.P. Morgan at J.P. Morgan Wealth Management.
What is Caleb Smith's email address?
Caleb Smith's email address is ca****@****ton.edu
What schools did Caleb Smith attend?
Caleb Smith attended West Texas A&m University, Houghton College.
Who are Caleb Smith's colleagues?
Caleb Smith's colleagues are Shakti Soni, Chris Pritchard, Z N, Cindy Wang, Lee Byrne, Chirag Patadia, Jerad O.
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