James Donovan Email and Phone Number

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as… Show more J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Annuities & 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. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm . Show less

Covering hedge funds and asset managers in foreign exchange derivative, interest rate derivative, local and hard currency sovereign bond, credit default swap, and credit markets across Latin America and Central and Eastern Europe.

Covering hedge funds and asset managers in foreign exchange derivative, interest rate derivative, local and hard currency sovereign bond, credit default swap, and credit markets across Latin America and Central and Eastern Europe.

Covered corporate clients and money-market funds in the repo, commercial paper, government, corporate, and asset-backed bond markets.

Research and investment modeling in Office and Industrial REIT markets

I focused on the company’s portfolio of nine mobile home communities that they manage, creating a report analyzing the correlations between each park’s ROI and certain sociological factors. Using each parks’ profit and loss statements, I examined expenditures in detail to find where money could potentially be saved. This led to me setting up a new work order program that streamlined repair calls and logged specific requests. I also created a slide deck that presented a potential $10 million… Show more I focused on the company’s portfolio of nine mobile home communities that they manage, creating a report analyzing the correlations between each park’s ROI and certain sociological factors. Using each parks’ profit and loss statements, I examined expenditures in detail to find where money could potentially be saved. This led to me setting up a new work order program that streamlined repair calls and logged specific requests. I also created a slide deck that presented a potential $10 million portfolio opportunity to investors andthroughout my time in the office I was also researching, under specific criteria, mobile homes to purchase for each park. Show less

Worked for the prepaid debit card company in researching competitors and creating an excel tracker to evaluate all competitive fees in the market. I also created a new, comprehensible fee box for future packaging and created and presented multiple PowerPoint presentations outlining the way Green Dot’s products could be marketed against similar cards.

Worked as an intern researching and evaluating triple net-lease property markets. I compiled an extensive database of completive firms’ properties and owners while also running the social media campaign for the company. I learned to identify the best investment and cap rates for properties around the country.

Worked under a financial advisor helping to create and mail client portfolio reports, prepare information packets for two investment seminars, research fund and index movement while familiarizing myself with a Bloomberg Terminal, and gaining a overall better understanding of the financial world.

Worked as a summer intern for a worker’s compensation company that handles the insurance claims of patients while providing them with their medications During my time there I placed collection calls to insurance agencies, collected and entered insurer and patient data, compiled court reports for bill discrepancies, and created and mailed the all prescription billing statements.