• Provides strategic and decision support to the business to ensure achievement of short and long term financial goals for Global Corporate Departments (Legal, Human Resources and Finance)• Partners with Key Stakeholders and Business Partners to align on business priorities and drive effective solutions/execution.• Drives financial best practices by optimizing financial opportunities regarding revenue enhancement and expense management• Acts as a support function to the operating plan, forecast process, and management reporting/ financial close activities• Participates in monthly, quarterly, and annual closings by coordinating financials with domestic and international teams. • Prepares variance analysis on actual results versus plan/forecast.• Assists with creation of analytical tools and models in order to drive revenue/expense management and efficient processes

Advised ultra high net worth families, senior executives, private business owners, foundations, and endowments on a variety of matters - including asset allocation and investment portfolio construction, capital and liquidity strategies, and wealth transfer opportunities and implementation. Served as primary point of contact for clients.- Advise clients including families and business owners on account structure, asset allocation, and wealth planning across their balance sheet. Grew to be many clients primary point of contact over time to meet business need.- Handled daily client needs, met deadlines and connected clients to JP Morgan firm resources in real time to meet client needs such as same day wire/DTC transfers, account opening for funding deadlines while simultaneously helping drive new business pitching for new clients and growing wallet share.- Partnered with Integrated Team of Senior Bankers, Investors, Trust Officers, and Wealth Advisors etc. to advise clients and meet client needs. Served as connected between clients, and broader JP Morgan team.- Participate on Digital Analyst Council of providing feedback on process improvements and technology. - Constructed countless pitch-books for client meetings detailing their asset allocation, portfolio performance broken out by asset class vs benchmark, investment recommendations, and a general market overview."J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM).The opinions expressed by the profile creator may not reflect those of JPM. 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. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content.

- Developed personal relationships with regular golfers while carrying their golf bags during golf rounds.- Advised countless members and guests with local golf course knowledge, putt reads, and golf advice.- NJSGA (New Jersey State Golf Association) Caddie Scholarship Recipient - Developed personal relationships with regular golfers while carrying their golf bags during golf rounds.- Advised countless members and guests with local golf course knowledge, putt reads, and golf advice.-

- Interned in the Summer of 2018 in the Private Bank at JP Morgan Chase & Co. in their office in Summit, NJ. After graduation, following the internship, I then accepted a full time offer.- Partnered with Integrated Team of Senior Bankers, Investors, Trust Officers, and Wealth Advisors etc. to advise clients and meet client needs. Served as connected between clients, and broader JP Morgan team.- Constructed countless pitch-books for client meetings detailing their asset allocation, portfolio performance broken out by asset class vs benchmark, investment recommendations, and a general market overview.

Sales and Marketing | Financial Reporting and Forecast Planning | Sales Strategies | Summer Internship- Corporate Office: Developed presentations and videos for annual sales meeting. Assessed and proposed orders for customers based on inventory and availability.- Sales Force: Created and sent financial reports to traveling sales force to ensure preparation prior to client calls.- Maintained forecast plans and sales strategies to help grow the business.- PGA Championship (Quail Hollow, NC), U.S. Women’s Open (Bedminster, NJ). Managed sales of golf apparel, collaborated with PGA employees, and staffed the sales floor helping customers. Achieved record-high sales.