May 2023 - Present
AeroLeads people directory · profile
Mindy Rosen-Tai, Cfa Email & Phone Number
Executive Director
at
J.P. Morgan
1 work email found
@svb.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Mindy Rosen-Tai, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mindy Rosen-Tai, Cfa is listed as Executive Director at J.P. Morgan, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at svb.com and a matched LinkedIn profile for Mindy Rosen-Tai, Cfa.
Mindy Rosen-Tai, Cfa previously worked as Director, Technology Banking at Silicon Valley Bank and Vice President, Technology Banking at Silicon Valley Bank. Mindy Rosen-Tai, Cfa holds Bachelor Of Science, Business, Finance And International Business from Miami University.
Company email context
Email format at J.P. Morgan
This section adds company-level context without repeating Mindy Rosen-Tai, Cfa's masked contact details.
*@svb.com
68% confidence
AeroLeads found 1 current-domain work email signal for Mindy Rosen-Tai, Cfa. Compare company email patterns before reaching out.
Profile bio
About Mindy Rosen-Tai, Cfa
Mindy Rosen-Tai, Cfa is a Executive Director at J.P. Morgan. She possess expertise in financial analysis, financial modeling, portfolio management, risk management, documentation and 13 more skills.
Listed skills include Financial Analysis, Financial Modeling, Portfolio Management, Risk Management, and 14 others.
Current workplace
Mindy Rosen-Tai, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Mindy Rosen-Tai, Cfa work experience
A career timeline built from the work history available for this profile.
Director, Technology Banking
Mar 2021 - Apr 2023
Vice President, Technology Banking
Provided banking solutions for high growth Technology companies in Silicon Valley.
Mar 2019 - Feb 2021
Vice President, Technology Banking
One of two San Francisco employees selected to transition to Mizuho upon the acquisition of the RBS loan portfolio in the US. Marketed a full range of corporate and investment banking solutions to a portfolio of Technology clients.
Apr 2015 - Mar 2019
Associate, Client Management
Worked alongside Senior Relationship Managers to provide solutions for large corporate clients in the Technology and Gaming sectors. Participated in the full cycle of transaction execution for a syndicated loan portfolio. Coordinated with product specialists – including capital markets, foreign exchange, derivatives, cash management and trade – to support the cross-selling of the bank’s product suite globally.
Jul 2013 - Apr 2015
Assistant Vice President, Corporate Debt Products
Aug 2010 - Jul 2012
Analyst, Corporate Debt Products
Covered a portfolio of $3bn in credit commitments to 25 large cap Aerospace and Defense/ Airline clients. Participated in the structuring and underwriting of syndicated loans and other credit requests.
Aug 2007 - Jul 2010
1 education record
Mindy Rosen-Tai, Cfa education
-
Miami University
FAQ
Frequently asked questions about Mindy Rosen-Tai, Cfa
Quick answers generated from the profile data available on this page.
What company does Mindy Rosen-Tai, Cfa work for?
Mindy Rosen-Tai, Cfa works for J.P. Morgan.
What is Mindy Rosen-Tai, Cfa's role at J.P. Morgan?
Mindy Rosen-Tai, Cfa is listed as Executive Director at J.P. Morgan.
What is Mindy Rosen-Tai, Cfa's email address?
AeroLeads has found 1 work email signal at @svb.com for Mindy Rosen-Tai, Cfa at J.P. Morgan.
Where is Mindy Rosen-Tai, Cfa based?
Mindy Rosen-Tai, Cfa is based in San Francisco Bay Area, United States while working with J.P. Morgan.
What companies has Mindy Rosen-Tai, Cfa worked for?
Mindy Rosen-Tai, Cfa has worked for J.P. Morgan, Silicon Valley Bank, Mizuho, Royal Bank Of Scotland, and Bank Of America Merrill Lynch.
How can I contact Mindy Rosen-Tai, Cfa?
You can use AeroLeads to view verified contact signals for Mindy Rosen-Tai, Cfa at J.P. Morgan, including work email, phone, and LinkedIn data when available.
What schools did Mindy Rosen-Tai, Cfa attend?
Mindy Rosen-Tai, Cfa holds Bachelor Of Science, Business, Finance And International Business from Miami University.
What skills is Mindy Rosen-Tai, Cfa known for?
Mindy Rosen-Tai, Cfa is listed with skills including Financial Analysis, Financial Modeling, Portfolio Management, Risk Management, Documentation, Communication, Employee Training, and Banking.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial