Susan Eckelmann Kizer Email and Phone Number
Susan Eckelmann Kizer work email
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Susan Eckelmann Kizer personal email
As a Vice President and Investment Specialist in J.P. Morgan’s Outsourced Chief Investment Office, I advise endowments, foundations and institutional families, helping them navigate a complex investment landscape. I serve as a trusted resource, delivering the full breadth of the firm’s portfolio management capabilities to each client.I am a former nonprofit strategist, and I draw on a decade of wealth management and consulting experience to build deep relationships with my clients, as well as a holistic understanding of their missions and investment objectives. I leverage the depth of J.P. Morgan’s resources—economists, specialists and market research teams—to develop strategic asset allocations and dynamically manage client portfolios.
J.P. Morgan Private Bank
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Executive Director, Investment SpecialistJ.P. Morgan Private BankLos Angeles, Ca, Us -
Vice President, Investment SpecialistJ.P. Morgan Private Bank Sep 2022 - PresentGreater Los Angeles, California, 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 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. -
Investment AdvisorGoldman Sachs Jun 2019 - Sep 2022Greater Los Angeles Area -
Founder & PrincipalEckelmann Consulting Jul 2016 - Apr 2019Washington D.C. Metro Area
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Summer Associate, Investment Management DivisionGoldman Sachs Jun 2018 - Aug 2018 -
Consulting InternWorld Bank Group Jan 2018 - Mar 2018Washington D.C. Metro Area -
Development & Communications ManagerProject Hope Alliance May 2015 - Dec 2016Orange County, California, United States -
Programs & Outreach CoordinatorProject Hope Alliance May 2013 - May 2015Orange County, California -
Executive AssistantProject Hope Alliance Apr 2013 - May 2013Orange County, California
Susan Eckelmann Kizer Skills
Susan Eckelmann Kizer Education Details
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Honors Certificate In International Business Diplomacy From The Walsh School Of Foreign Service -
Chemistry -
High School
Frequently Asked Questions about Susan Eckelmann Kizer
What company does Susan Eckelmann Kizer work for?
Susan Eckelmann Kizer works for J.p. Morgan Private Bank
What is Susan Eckelmann Kizer's role at the current company?
Susan Eckelmann Kizer's current role is Executive Director, Investment Specialist.
What is Susan Eckelmann Kizer's email address?
Susan Eckelmann Kizer's email address is susi.kizer@gs.com
What schools did Susan Eckelmann Kizer attend?
Susan Eckelmann Kizer attended Georgetown University - The Mcdonough School Of Business, Washington And Lee University, Heritage Hall.
What skills is Susan Eckelmann Kizer known for?
Susan Eckelmann Kizer has skills like Writing, Public Speaking, Impact Investing, Non Profit Administration, Sales, Teaching, Financial Modeling, Data Analysis, Communication, Fundraising, International Development, Nonprofit Organizations.
Who are Susan Eckelmann Kizer's colleagues?
Susan Eckelmann Kizer's colleagues are Chayden Tibbitts, Jamichael Depper, Marsha Salman, João Carlos Palanca, حمودي الغامدي, Arzu Gumuskavak, Tim Risaliti.
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