Katie Bishop

Katie Bishop Email and Phone Number

Vice President | Banker | J.P. Morgan Private Bank @ J.P. Morgan Private Bank
Columbus, OH, US
Katie Bishop's Location
Columbus, Ohio, United States, United States
Katie Bishop's Contact Details

Katie Bishop personal email

n/a
About Katie Bishop

As a Vice President and Banker at J.P. Morgan Private Bank, I work closely with successful individuals, founders, entrepreneurs and other wealth creators who seek an elevated wealth management experience to transform their ambitions into lasting legacies.I take a full balance sheet approach—looking at assets, liabilities, cash flow, risk parameters—to gain a complete understanding of each unique set of needs. Recognizing that the growth and preservation of capital are paramount, I surround my clients with a team of specialists to integrate bespoke strategies for banking, investing, lending and planning. I am proud that my attentiveness leaves clients with the feeling they have been “seen and heard.”I am passionate about the advancement of women in business and am an event lead for J.P. Morgan’s Women on the Move, an organization that improves financial health, empowers career growth and facilitates the expansion of women-run businesses. I am a member of the Women’s Bond Club and host JPMorgan’s annual sponsored event. I am also a member of Women for Economic and Leadership Development and serve on the Programming Committee.

Katie Bishop's Current Company Details
J.P. Morgan Private Bank

J.P. Morgan Private Bank

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Vice President | Banker | J.P. Morgan Private Bank
Columbus, OH, US
Website:
jpmorgan.com
Employees:
75129
Katie Bishop Work Experience Details
  • J.P. Morgan Private Bank
    Vice President | Banker | J.P. Morgan Private Bank
    J.P. Morgan Private Bank
    Columbus, Oh, Us
  • J.P. Morgan Private Bank
    Vice President | Banker | J.P. Morgan Private Bank
    J.P. Morgan Private Bank Nov 2021 - Present
    Columbus, Ohio Metropolitan Area
    "J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities 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 JPM.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPM, 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 these disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument 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. Experience, skills or awards are not indications of future results. "Likes", "Favorites" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
  • J.P. Morgan Private Bank
    Deposit & Liquidity Specialist
    J.P. Morgan Private Bank May 2021 - Oct 2021
  • Rbc Wealth Management
    Vice President, Chief Operating Officer & Marketing Consultant
    Rbc Wealth Management Oct 2020 - May 2021
  • J.P. Morgan
    Vice President, Executive Relationship Manager
    J.P. Morgan Jul 2016 - Oct 2020
    New York, New York
  • J.P. Morgan
    Associate, Financial Planning And Analysis
    J.P. Morgan Apr 2015 - Jul 2016
    Columbus, Ohio Area
  • J.P. Morgan
    Associate, Third Party Risk Manager
    J.P. Morgan Sep 2011 - Apr 2015
    London, United Kingdom
  • Abercrombie & Fitch Co.
    Merchant
    Abercrombie & Fitch Co. Jun 2010 - Aug 2011
    Columbus, Ohio Area

Katie Bishop Skills

Aml Kyc Kyb Economic Sanctions Pep Remediation Due Diligence Anti Money Laundering Bank Secrecy Act Financial Regulation Fraud Ofac Operational Risk Sanction Usa Patriot Act Banking Retail Banking Risk Management Investment Banking Project Management Data Analysis Microsoft Office Vendor Management Financial Analysis Financial Reporting Risk Assessment Financial Planning Process Improvement Management Leadership Relationship Management

Katie Bishop Education Details

Frequently Asked Questions about Katie Bishop

What company does Katie Bishop work for?

Katie Bishop works for J.p. Morgan Private Bank

What is Katie Bishop's role at the current company?

Katie Bishop's current role is Vice President | Banker | J.P. Morgan Private Bank.

What is Katie Bishop's email address?

Katie Bishop's email address is ka****@****ple.com

What schools did Katie Bishop attend?

Katie Bishop attended The Ohio State University - The Max M. Fisher College Of Business, Audencia Business School.

What are some of Katie Bishop's interests?

Katie Bishop has interest in Traveling, Health And Fitness, Fashion.

What skills is Katie Bishop known for?

Katie Bishop has skills like Aml, Kyc, Kyb, Economic Sanctions, Pep, Remediation, Due Diligence, Anti Money Laundering, Bank Secrecy Act, Financial Regulation, Fraud, Ofac.

Who are Katie Bishop's colleagues?

Katie Bishop's colleagues are Michael Mezzacappa, Vitor Pereira, Haiyun (Hailey) H., Jamie Mundy, Oğuz Kaan Arıkan, Yu Dinah Chan, Helen Kennedy.

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