AeroLeads people directory · profile
Patricia M. Email & Phone Number
Managing Director and Head of Workplace Wealth Solutions
at
UBS
1 work email found
@goldmansachs.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director and Head of Workplace Wealth Solutions
Location
New York, United States
Company size
Who is Patricia M.? Overview
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Quick answer
Patricia M. is listed as Managing Director and Head of Workplace Wealth Solutions at UBS, a with 28 employees, based in New York, United States. AeroLeads shows a work email signal at goldmansachs.com and a matched LinkedIn profile for Patricia M..
Patricia M. previously worked as Managing Director, Head of Innovation, Global Private Bank at J.P. Morgan and Managing Director at Goldman Sachs. Patricia M. holds Doctor Of Law (Jd) from Harvard Law School.
Company email context
Email format at UBS
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*@goldmansachs.com
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AeroLeads found 1 current-domain work email signal for Patricia M.. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Private Equity, Wealth Management, Finra, Capital Markets, and 8 others.
Current workplace
Patricia M.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs
7 roles
Patricia M. work experience
A career timeline built from the work history available for this profile.
Managing Director, Head Of Innovation, Global Private Bank
CurrentJ.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.
May 2022 - Present
Managing Director
Jan 2014 - May 2022
Vice President, Global Management Team, Private Wealth Management
Oct 2010 - Dec 2013
Vice President And Associate General Counsel
May 2004 - Oct 2010
Vice President, Business Development
Univision Communications, Inc.
Jul 2000 - May 2004
Associate
Oct 1996 - Jul 2000
1 education record
Patricia M. education
-
Harvard Law School
FAQ
Frequently asked questions about Patricia M.
Quick answers generated from the profile data available on this page.
What company does Patricia M. work for?
Patricia M. works for UBS.
What is Patricia M.'s role at UBS?
Patricia M. is listed as Managing Director and Head of Workplace Wealth Solutions at UBS.
What is Patricia M.'s email address?
AeroLeads has found 1 work email signal at @goldmansachs.com for Patricia M. at UBS.
Where is Patricia M. based?
Patricia M. is based in New York, United States while working with UBS.
What companies has Patricia M. worked for?
Patricia M. has worked for Ubs, J.P. Morgan, Goldman Sachs, Univision Communications, Inc., and Davis Polk & Wardwell Llp.
Who are Patricia M.'s colleagues at UBS?
Patricia M.'s colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact Patricia M.?
You can use AeroLeads to view verified contact signals for Patricia M. at UBS, including work email, phone, and LinkedIn data when available.
What schools did Patricia M. attend?
Patricia M. holds Doctor Of Law (Jd) from Harvard Law School.
What skills is Patricia M. known for?
Patricia M. is listed with skills including Private Equity, Wealth Management, Finra, Capital Markets, Project Management, Broker Dealer, Due Diligence, and Negotiation.
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