Patricia M.

Patricia M. Email and Phone Number

Managing Director and Head of Workplace Wealth Solutions @ UBS
New York, NY, US
Patricia M.'s Location
New York, New York, United States, United States
Patricia M.'s Contact Details

Patricia M. personal email

n/a
About Patricia M.

As the Global Head of Innovation at J.P. Morgan Private Bank, I am charged with accelerating the evolution of the Global Private Bank to ensure J.P. Morgan retains its reputation as one of the most innovative private banks in the world. I enjoy working with colleagues to imagine differentiated ways to deliver the best of the firm to our clients and to enhance growth.I recognize that along with the privilege of serving clients comes great responsibility. As innovation alters the way clients conduct their lives, banking must keep up and offer seamless solutions to new and old challenges. My focus is on identifying and executing strategies that leapfrog the competition. I believe everyone has a role in fostering innovation, and am highly adept at connecting people across the organization to create synergy and allow the best ideas to rise to the top. Throughout a nearly two-decade career spent evolving and changing the private wealth management space, I have been drawn to roles in which I can make an impact not only on the business, but on growing the next generation of leaders. I was raised in Miami by Cuban parents, and am a committed advocate for diversity, equity and inclusion.

Patricia M.'s Current Company Details
UBS

Ubs

View
Managing Director and Head of Workplace Wealth Solutions
New York, NY, US
Website:
nyftyfitness.com
Employees:
28
Patricia M. Work Experience Details
  • Ubs
    Managing Director And Head Of Workplace Wealth Solutions
    Ubs
    New York, Ny, Us
  • J.P. Morgan
    Managing Director, Head Of Innovation, Global Private Bank
    J.P. Morgan May 2022 - Present
    New York, Ny, Us
    J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), memberFINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offeredby JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through ChaseInsurance 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 FEDERALGOVERNMENT 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 arecommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept ordersvia 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.
  • Goldman Sachs
    Managing Director
    Goldman Sachs Jan 2014 - May 2022
    New York, New York, Us
  • Goldman Sachs
    Vice President, Global Management Team, Private Wealth Management
    Goldman Sachs Oct 2010 - Dec 2013
    New York, New York, Us
  • Goldman Sachs
    Vice President And Associate General Counsel
    Goldman Sachs May 2004 - Oct 2010
    New York, New York, Us
  • Univision Communications, Inc.
    Vice President, Business Development
    Univision Communications, Inc. Jul 2000 - May 2004
  • Davis Polk & Wardwell Llp
    Associate
    Davis Polk & Wardwell Llp Oct 1996 - Jul 2000
    New York, Ny, Us

Patricia M. Skills

Private Equity Wealth Management Finra Capital Markets Project Management Broker Dealer Due Diligence Negotiation Investment Advisory Joint Ventures Securities Hedge Funds

Patricia M. Education Details

  • Harvard Law School
    Harvard Law School
    Doctor Of Law (Jd)

Frequently Asked Questions about Patricia M.

What company does Patricia M. work for?

Patricia M. works for Ubs

What is Patricia M.'s role at the current company?

Patricia M.'s current role is Managing Director and Head of Workplace Wealth Solutions.

What is Patricia M.'s email address?

Patricia M.'s email address is pa****@****chs.com

What schools did Patricia M. attend?

Patricia M. attended Harvard Law School.

What skills is Patricia M. known for?

Patricia M. has skills like Private Equity, Wealth Management, Finra, Capital Markets, Project Management, Broker Dealer, Due Diligence, Negotiation, Investment Advisory, Joint Ventures, Securities, Hedge Funds.

Who are Patricia M.'s colleagues?

Patricia M.'s colleagues are Flloyd Rewa, Ethan Harro.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.