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”). 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 VALUEOpinions 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.

Assists Brokerage General Agencies, Broker-Dealer Firms, Banks, Point-of-Sale Specialists and Advisors with Life Insurance strategies pertaining to Retirement Planning, Long-Term Care Planning, Legacy Planning, Executive Benefits, Business Succession Planning, Wealth Management, and Estate and Charitable Planning.

Assists UBS Financial Advisors in addressing client needs with insurance solutions for basic protection as well as income, estate, and business planning. Also provides comprehensive consultation for Financial Advisors with client meeting support. Achieved top sales in UBS/RBC channel for 2017 at $400,000

Responsible for the marketing and sales of Janus mutual funds, SMAs, and ETFs within the wirehouse, bank, RIA and independent channels. Consistently working with internal partners and relationship managers to effectively service and educate Financial Advisors and their clients. Provide a consultative approach with the Janus Labs Program. The Janus Labs programs develop Financial Advisors relationships within the team environment, drive a loyal fan base, and help advisors stay mentally sharp and focused while maintaining a healthy lifestyle.

Assists UBS Financial Advisors in addressing client needs with insurance solutions for basic protection as well as income, estate, and business planning. Also provides comprehensive consultation for Financial Advisors with client meeting support.

Responsible for managing distribution of Lincoln life insurance products for 9 Edward Jones regions throughout the Mid-Atlantic states. Responsibilities are focused on providing point-of-sale insurance support for Financial Advisors. Additionally, train and develop Financial Advisors on how to integrate life insurance into their practice. Received $1 Million Dollar Club Award 2015 Achieved Territory Goal in 2015 2014 sales were up 60% year over year, finishing over $1.6mm Received $1 Million Dollar Club Award 2014 Lincoln Leaders Club qualifier 2014 Was recognized in 2013 as the fastest growing wholesaler in the history of Edward Jones channel for a start-up territory 2013 sales were 2200% year over year. Went from $50,000 sales in 2012 to over $1mm sales in 2013 Achieved Territory Goal in 2013 Received Rookie of the Year award in 2013 Lincoln Leaders Club qualifier 2013

Portfolio Management, Client Services, Financial PlanningAssumes full responsibility for overseeing trust and investment management accounts valued at over $70M in market value while continuously identifying, specifying, and reconfirming investor objectives. Portfolio Advisor with the Merrill Lynch Personal Investment Advisory® program where full discretion was held over client portfolios Vital component of a 4-person team that consisted of 2 financial advisors and 2 client associates Conducted in-depth analysis of client’s financial assets and made appropriate recommendations based on needs Adept in creating, developing, and executing short- and long-term financial strategies customized to meet client needs in a profit-drive, customer-focused environment Effectively networked to build relationships with key referral centers Held informational seminars for clients and prospects, teaching them about investment strategy, Social Security, market conditions, and different financial products

• Conducts in-depth analysis of client’s financial assets and makes appropriate recommendations based on needs• Adept in creating, developing, and executing short- and long-term financial strategies customized to meet client needs in a profit-drive, customer-focused environment• Effectively networks to build relationships with key referral centers• Holds informational seminars for clients and prospects, teaching them about investment strategy, Social Security, market conditions, and different financial products Secured $23mm in business and personal relationships with focus on performance and customer service Received A.F. McKenzie production award for $180,000-$250,000 annual commission in 2010 Received Accredited Asset Management Specialist certification July 2009 from the College of Financial Planning Received Winner’s Circle Award for first $10,000 commission selling month in October 2008 Received Partners Award for first calendar year commissions of $90,000-$180,000 in 2008 Compliance Information Leader for Hawaii regional Financial Advisors Field Trainer for new Financial Advisors on Oahu