Shannon Bell Email and Phone Number
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Shannon Bell personal email
As an Executive Director and Banker at J.P. Morgan Private Bank, I advise affluent clients across Washington State who seek the global capabilities of an industry leader. My focus is on taking the stress out of wealth planning so my clients can focus on their busy lives. My strength can be found in my partnership with women wealth creators—business owners, C-suite executives and entrepreneurs—helping them to embrace their power in building impactful legacies. I understand my clients value relationships and connections, and I surround them with a team of specialists that can tailor bespoke strategies to their most meaningful goals. I recognize the personal nature of wealth management, creating a safe space for women to share their challenges and success stories. I can relate to every stage of their financial journeys, and serve as a trusted counselor in preparing them to take their places as leaders and philanthropists.
First Fed
View- Website:
- ourfirstfed.com
- Employees:
- 480
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Svp, Director Of Treasury ManagementFirst FedGreater Seattle Area -
Independent Professional ConsultantFreelance Dec 2023 - Present• Provide specialized consulting services in business strategy and operations to a diverse range of clients, including small and large companies.• Develop and execute tailored strategies and solutions to meet client needs, driving business growth and efficiency.• Manage all aspects of consultancy practice, including client acquisition, contract negotiation, project management, and financial operations.• Deliver expert advice on [specific areas of expertise, e.g., business process improvement, digital transformation, financial analysis, etc.], resulting in [mention any measurable outcomes or successes].• Foster long-term client relationships through consistent delivery of high-quality services and maintaining a reputation for reliability and expertise.
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Executive Director, BankerJ.P. Morgan Private Bank Jun 2023 - Dec 2023Greater Seattle Area“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. -
Vice President/ Business Banking/ Area ManagerJpmorgan Chase & Co. Feb 2020 - May 2023South Sound Washington -
Executive Director / Market Director - BankingJpmorgan Chase & Co. Sep 2017 - Feb 2020Pacific Northwest Region -
Svp, Regional Treasury ManagerKey Corporate & Commercial Bank Feb 2013 - Aug 2017Washington, Oregon & AlaskaLed a team of up to 14 direct reports in the Pacific Region for the commercial payment and treasury side of the organization, including merchant banking and international trade.• Built high performing teams through hiring, training, development and management of relationships as well as communication, influencing and leading individuals to work toward a common goal.• Built and fostered business partner relationships in an effort to reach desired financial solutions and production goals.• Utilized broad knowledge of marketing methodologies and strategies in order to target new client acquisition, growth, and retention.• Designed and drove strategic marketing plans on objectives to correspond with business plans.• Acquired high-level knowledge of business operations, procedures, logistics and efficiency.• Negotiated and had positive influence toward decision making on various levels.• Qualified prospective clients, interviewed, developed and delivered custom designed presentations and solutions.• Worked effectively with nationally dispersed teams in varying capacities.• Worked directly with Commercial & Consumer level financials; revenue growth and expense management. -
Svp, District Retail LeaderKeybank Jan 2011 - Jan 2013Directly supervised a team of market sales leaders and drove a strong client-focused sales and service culture within the district by communicating the sales drivers, developing market strategies, enhancing sales effectiveness and implementing a disciplined sales culture.• Effectively partnered with district leadership team in creating cross-referral opportunities.• Integrated client trends and feedback to manage and improve the sales process and reinforce a continuous improvement mindset for the sales team. • Developed client relationships through community involvement, acts as a catalyst for Key in the Community and participates in various community affairs and outside networking groups to represent the Retail unit within the district. -
Retail: Avp, District And Branch Client Relations LeaderKeybank Jan 1994 - Jan 2011Washington, United States -
Vp, Area Sales LeaderKeybank 2004 - 2011Led a team consisting of sales and operations leaders across approximately 27 branches. Developed and implemented sales/marketing strategies resulting in new business development.• Provided leadership and training to team as well as employee development, performance, strategies, marketing, presentations, procedures, proficiency and relationship management.• Drove client sales through in depth review/analysis of profiling followed by/in conjunction with design and presentation of proposal.• Introduced opportunities and partnerships to various lines of business within the company to solidify client relationships.• Engaged in strategic planning with teams to initiate opportunities to effectively execute goals and business plans.• Encouraged individual ownership to focus on development and relationship management, quality sales activities, service management and referrals.
Shannon Bell Skills
Shannon Bell Education Details
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Summa Cum Laude -
Business Administration And Management, General -
Business -
Consumer And Commercial Banking
Frequently Asked Questions about Shannon Bell
What company does Shannon Bell work for?
Shannon Bell works for First Fed
What is Shannon Bell's role at the current company?
Shannon Bell's current role is SVP, Director of Treasury Management.
What is Shannon Bell's email address?
Shannon Bell's email address is sh****@****ase.com
What schools did Shannon Bell attend?
Shannon Bell attended University Of Arizona Global Campus, Highline College, Green River College, University Of Virginia.
What are some of Shannon Bell's interests?
Shannon Bell has interest in Education.
What skills is Shannon Bell known for?
Shannon Bell has skills like Credit, Small Business Lending, Lines Of Credit, Consumer Lending, Mortgage Lending, Strategic Planning, Relationship Management, Sales Management, Management, Customer Service, Operations Management, Marketing.
Who are Shannon Bell's colleagues?
Shannon Bell's colleagues are Devin Greenlow, David H., Tristan Mikkelson, Daniel Coots, Cfa, Hilda Landowski, Katie Marks, Jeneva Abel.
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Shannon Bell
Locust Grove, Ga1yahoo.com1 +167878XXXXX
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