Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. 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. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC 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 the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. 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. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2024 JPMorgan Chase & Co. All rights reserved

Portfolio analyst on financial advisory team with 1.1BN in AUM including 425MM+ in advisory assets.Primary responsibility includes reviewing & analyzing portfolio allocations and providing investment recommendations to high net worth clientele. Sit on team’s Investment Committee, which leverages both Citi’s research platform and weekly group meetings with institutional portfolio managers to provide investment recommendations to advisory team on a monthly and quarterly basis.Support CPWM’s largest retail syndicate book. Clients include high net worth individuals and institutional traders who participate in Citi’s underwritten offerings including equities, convertibles, preferred stocks, convertible bonds, municipal bonds high yield and high grade corporate debt. Responsible for communicating deal flow and deal color between Citi’s capital markets group and clientele. Serve as the team’s equity derivative strategist by providing trading and hedging strategies along with equity & equity derivative market color. Portfolio hedging strategies include covered call writing, stock recovery strategies and hedging of concentrated equity positions. Trading strategies include volatility arbitrage, spread trading, synthetic equity positions and naked contract writing. Apply fundamental and technical analysis to all hedging and trading strategies.

Provided merchandising analysis, including promotional posture, inventory positions and traffic patterns for over twenty publicly traded companies in the retail sector.Visited malls in the MD/VA/DC and NJ areas, and spoke with store employees to gain insight into store performance and merchandising activity.Created weekly reports used to support the equity research department’s investment advice for institutional clients.