Roxana Nelson
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Roxana Nelson Email & Phone Number

Private Client Investment Associate at J.P. Morgan
Location: Dallas-Fort Worth Metroplex, United States 7 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Private Client Investment Associate
Location
Dallas-Fort Worth Metroplex, United States
Company size

Who is Roxana Nelson? Overview

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Quick answer

Roxana Nelson is listed as Private Client Investment Associate at J.P. Morgan, a with 75129 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Roxana Nelson.

Roxana Nelson previously worked as Private Client Banker at J.P. Morgan Chase Bank N.A. and Relationship Banker at J.P. Morgan Chase Bank N.A. Roxana Nelson holds Bachelor'S Degree, Finance, Business Administration, 8,20 Out Of 10 from Universitatea „Constantin Brâncuși” România Targu Jiu.

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J.P. Morgan

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Profile bio

About Roxana Nelson

Roxana Nelson is a Private Client Investment Associate at J.P. Morgan.

Current workplace

Roxana Nelson's current company

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J.P. Morgan
J.P. Morgan
Private Client Investment Associate
Texas, United States
Website
Employees
75129
AeroLeads page
7 roles

Roxana Nelson work experience

A career timeline built from the work history available for this profile.

Private Client Investment Associate

Texas, United States

Private Client Banker

Current
J.P. Morgan Chase Bank N.A.

Coppell, Texas, United States

Apr 2023 - Present

Relationship Banker

J.P. Morgan Chase Bank N.A

Carrollton, Texas, United States

Nov 2021 - Apr 2023

Relationship Banker I

Kenosha

Manage an existing portfolio of customers and acquiring new customersOpen Checking, Savings, Money Market, Certificate of Deposit, HSA and Safe Deposit Box leasesDomestic/International Wire transfersHELOC applicationsCredit card salesAccount maintenance, fraud disputes, ACH disputesReferred customers to business partners for insurance, private sector and investments

Feb 2020 - Jul 2021

Contractor/ Liaison/Interpreter

Us Department Of Defense

Italy

· Worked directly with United States military commanders and contract personnel to assist with interpretation of local laws, regulations, and legal contracts.· Translated written and verbal communication 100% accuracy, ensuring fair and equal treatment of all parties involved by strict adherence to moral and ethical code of conduct.· Created and maintained financial databases for date entry, tracking and reporting.· Developed strategic plans and initiatives.· Proven ability to learn quickly and adapt to new situations.

Jan 2016 - Mar 2019

Contracter/Liaison/Interpreter

Commuter Air Technology, L3 Technology

· Translated written and verbal communication 100% accuracy, ensuring fair and equal treatment of all parties involved by strict adherence to moral and ethical code of conduct.· Created and maintained financial databases for date entry, tracking and reporting.· Developed strategic plans and initiatives.· Proven ability to learn quickly and adapt to new situations.

Jan 2016 - Mar 2019

Assistant Manager

Ristorante Franco Castiglione

Pantelleria, Italy

· Attentive and personable customer service to patrons resulting in a 40% increased guest base and 60% increase in profit.· Prepared shift schedules, reviewed P&L statements, managed point of sale and cash flow statements.· Streamlined store operations for increased efficiency, implementing new processes and procedures.· Improved customer satisfaction by addressing and resolving complaints promptly.

Jun 2011 - Mar 2019
Team & coworkers

Colleagues at J.P. Morgan

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2 education records

Roxana Nelson education

Bachelor'S Degree, Finance, Business Administration, 8,20 Out Of 10

Universitatea „Constantin Brâncuși” România Targu Jiu

Accounting, 9,45 Out Of 10

Colegiul Comercial Virgil Madgearu
FAQ

Frequently asked questions about Roxana Nelson

Quick answers generated from the profile data available on this page.

What company does Roxana Nelson work for?

Roxana Nelson works for J.P. Morgan.

What is Roxana Nelson's role at J.P. Morgan?

Roxana Nelson is listed as Private Client Investment Associate at J.P. Morgan.

Where is Roxana Nelson based?

Roxana Nelson is based in Dallas-Fort Worth Metroplex, United States while working with J.P. Morgan.

What companies has Roxana Nelson worked for?

Roxana Nelson has worked for J.P. Morgan, J.P. Morgan Chase Bank N.A., J.P. Morgan Chase Bank N.A, Johnson Financial Group, and Us Department Of Defense.

Who are Roxana Nelson's colleagues at J.P. Morgan?

Roxana Nelson's colleagues at J.P. Morgan include Kumud Lakara, Phillip Brill-Edwards, Justin Hall, Timothy Au, and Robert Dimieri.

How can I contact Roxana Nelson?

You can use AeroLeads to view verified contact signals for Roxana Nelson at J.P. Morgan, including work email, phone, and LinkedIn data when available.

What schools did Roxana Nelson attend?

Roxana Nelson holds Bachelor'S Degree, Finance, Business Administration, 8,20 Out Of 10 from Universitatea „Constantin Brâncuși” România Targu Jiu.

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