With a decade of professional experience, I have strategically built a background in credit risk, lending, corporate finance and analyses and other areas of financial and banking services. My strengths include constructing portfolios to drive returns throughout the economic cycle while managing liquidity needs. I have spent the majority of my career with J.P. Morgan, beginning in the firm's credit risk leadership program. I then gained additional experience with mortgage, wealth planning and treasury management roles before pivoting to wealth management.I’m originally from Palm Beach Gardens, Florida, but my professional journey has brought me to New York City, Columbus, Austin, Chicago and Dallas. I think of Texas as my forever home and have built deep ties in the area.
Listed skills include Powerpoint, Microsoft Office, Customer Service, Microsoft Word, and 19 others.