Asset & Wealth Management Summer Analyst
Current
Jul 2024 - Present
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Emily Epstein Email & Phone Number
Master of Science in Finance Student at the University of Florida
at
J.P. Morgan Private Bank
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Master of Science in Finance Student at the University of Florida
Location
Gainesville, Florida, United States
Who is Emily Epstein? Overview
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Quick answer
Emily Epstein is listed as Master of Science in Finance Student at the University of Florida at J.P. Morgan Private Bank, based in Gainesville, Florida, United States. AeroLeads shows a matched LinkedIn profile for Emily Epstein.
Emily Epstein previously worked as Asset & Wealth Management Summer Analyst at J.P. Morgan Private Bank and Fund Analyst at Tamid At Florida. Emily Epstein holds Master'S Degree, Finance from University Of Florida.
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J.P. Morgan Private Bank
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Profile bio
About Emily Epstein
I am a third-year student at the University of Florida pursuing a Master of Science in Finance. My dedication to lifelong learning and involvement in my community has allowed me to excel in academic capacities, foster strong relationships, and constantly grow as an individual and professional. I look forward to connecting!
Current workplace
Emily Epstein's current company
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6 roles
Emily Epstein work experience
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Fund Analyst
Current- Collaborate with the 5 technology sector fund members to create and execute two stock pitches per semester to competewith 57 TAMID chapters across the United States for national funding
- Participate in semesterly curriculum to practice general accounting principles, relative valuation methods, and constructdiscounted cash flows to learn strategies to make more informed investment decisions
Sep 2023 - Present
Private Wealth Management Intern
Jun 2024 - Jul 2024
Florida Leadership Academy
- Presented acquisition strategy in a case competition for a Fortune 500 company. Collaborated with other mentees todevelop a strategy that balanced company values with profitability and the best interest of stakeholders
- Attended weekly meetings to explore leadership principles, practice professionalism through career workshops, and servethe community during service events
May 2023 - Apr 2024
Heavener Leadership Challenge
- Completed a three-month program to further professional and personal development through enhancement of leadership skills, networking, team building, and Ted Talk-style presentations
- Managed 10 weekly workshops and reflection discussions alongside five other team members to interpret the five practices of exemplary leadership that highlight teamwork, self-development, and adaptability
May 2023 - Dec 2023
Leadership Development Program
- Created and delivered washable feminine hygiene kits in conjunction with local charity Days for Girls - 501(C)3
- Competed for timeliness and efficiency in solving weekly puzzles, capitalizing on leadership and teamwork capacities such as critical thinking and work ethic
Jan 2023 - May 2023
3 education records
Emily Epstein education
Master'S Degree, Finance
Bachelor'S Degree, Finance, General
High School Diploma
FAQ
Frequently asked questions about Emily Epstein
Quick answers generated from the profile data available on this page.
What company does Emily Epstein work for?
Emily Epstein works for J.P. Morgan Private Bank.
What is Emily Epstein's role at J.P. Morgan Private Bank?
Emily Epstein is listed as Master of Science in Finance Student at the University of Florida at J.P. Morgan Private Bank.
Where is Emily Epstein based?
Emily Epstein is based in Gainesville, Florida, United States while working with J.P. Morgan Private Bank.
What companies has Emily Epstein worked for?
Emily Epstein has worked for J.P. Morgan Private Bank, Tamid At Florida, Morgan Stanley, Florida Leadership Academy, and Heavener Leadership Challenge.
How can I contact Emily Epstein?
You can use AeroLeads to view verified contact signals for Emily Epstein at J.P. Morgan Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Emily Epstein attend?
Emily Epstein holds Master'S Degree, Finance from University Of Florida.
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