Randy Chavez

Randy Chavez Email and Phone Number

Executive Director | Banker | J.P. Morgan Private Bank @ J.P. Morgan Private Bank
Randy Chavez's Location
Cincinnati, Ohio, United States, United States
Randy Chavez's Contact Details
About Randy Chavez

As an Executive Director and Banker at J.P. Morgan Private Bank, I work closely with wealthy individuals, business owners and multi-generational families, acting as their champion toward the financial future they desire. My rich background in serving the best interests of ultra-high-net-worth families is an asset to clients and colleagues alike. I couple thirty-five years of wealth management and commercial lending experience with the global strength of J.P. Morgan to deliver tailored investment, estate planning, borrowing and philanthropic strategies that serve as the catalyst to transform hard work into a lasting legacy. I am a former commercial portfolio and borrowing specialist and am especially proficient in helping entrepreneurs prepare for significant liquidity and life events, such as the transition of their business or the formulation of a next-generation succession plan.

Randy Chavez's Current Company Details
J.P. Morgan Private Bank

J.P. Morgan Private Bank

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Executive Director | Banker | J.P. Morgan Private Bank
Randy Chavez Work Experience Details
  • J.P. Morgan Private Bank
    Executive Director | Banker | J.P. Morgan Private Bank
    J.P. Morgan Private Bank Jan 2022 - Present
    Cincinnati, Ohio, United States
    “J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities are made… Show more “J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities 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 JPM.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPM, 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 these disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. "Likes", "Favorites" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm. Show less
  • Fifth Third Private Bank
    Svp, Director Private Bank At Fifth Third Bank, N.A.
    Fifth Third Private Bank Aug 2017 - Jan 2022
    Cincinnati, Ohio
  • Fifth Third Private Bank
    Svp Director Private Banking Sales
    Fifth Third Private Bank Nov 2015 - Jan 2022
    38 Fountain Square Plaza, Cincinnati, Ohio
  • Us Bank
    Svp, Wealth Advisor, The Private Client Reserve At U.S. Bank
    Us Bank Apr 2012 - Nov 2015
    Cincinnati, Ohio Area
  • Key Bank
    Svp
    Key Bank Mar 2009 - Apr 2012
  • Bank Of America
    Svp Lasalle Bank/Bofa
    Bank Of America Feb 2002 - Feb 2009
  • Us Bank
    Svp
    Us Bank Sep 1993 - Feb 2002
  • National City Bank
    Vp
    National City Bank Apr 1986 - Sep 1993

Randy Chavez Skills

Banking Investments Commercial Banking Commercial Lending Credit Loans Credit Analysis Portfolio Management Wealth Management Financial Analysis Treasury Management Small Business Lending Relationship Management Private Banking Cash Management Credit Risk International Corporate Banking Mergers And Acquisitions Liquidity Consumer Lending Retail Banking Strategic Financial Planning Life Insurance Long Term Care Insurance Asset Allocation Retirement Planning Series 7 Series 66 Supervisory Principal Series 24

Randy Chavez Education Details

Frequently Asked Questions about Randy Chavez

What company does Randy Chavez work for?

Randy Chavez works for J.p. Morgan Private Bank

What is Randy Chavez's role at the current company?

Randy Chavez's current role is Executive Director | Banker | J.P. Morgan Private Bank.

What is Randy Chavez's email address?

Randy Chavez's email address is ra****@****ank.com

What schools did Randy Chavez attend?

Randy Chavez attended Cannon Financial Institute, The University Of Toledo, Lorain High School.

What skills is Randy Chavez known for?

Randy Chavez has skills like Banking, Investments, Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Portfolio Management, Wealth Management, Financial Analysis, Treasury Management, Small Business Lending.

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