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Bachelor of Business Administration (BBA)
2023
“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 VALUE JPM, 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.
2023 - 2023
2023 - 2023
Provided independent Transaction, Financial, and Strategic consulting to family offices, private funds, and operating companies.
2017 - 2022
2017 - 2022
Steelhead Capital Management (SCM) is a private family office with flexible capital and an unconstrained mandate. SCM seeks direct and indirect opportunities across multiple strategies.
2017 - 2022
2017 - 2022
Bios Partners is a venture capital firm investing in early-stage opportunities with a focus on biotech and medical devices.
2016 - 2017
2016 - 2017
As a BTA, I worked to help clients create and implement business technology solutions focused on value creation and capture. I worked specifically with finance transformation projects and have experience in Agile Project Methodologies.
2015 - 2016
2015 - 2016
As an Equity Analyst for the TCU EIF, I developed investment reports for various current and prospective stock positions and presented my findings in a buy, hold, sell framework. Additionally, I covered the Consumer Staples and Industrial sectors and worked with my fellow analysts to make broad portfolio decisions ranging from asset class allocations to sector weightings.
2015 - 2015
2015 - 2015
As a Financial Planning Intern, I assisted the Planning Manager with the development of comprehensive financial plans for UHNW clients covering Portfolio Management, Family Office Design, Succession Planning, and Asset Protection.
2015 - 2015
2015 - 2015
As a BTA Summer Scholar, I assisted my team with the implementation of a new SAP Intercompany system for a Fortune 100 client. I also supported project management through the development of cutover/tracking plans and the monitoring of new user access.
2013 - 2015
2013 - 2015
As a Student Assistant to the Chancellor, I was responsible for interacting and engaging with guests of the Chancellor in his personal suite during home football games. Additionally, I greeted TCU Donors in the Founders Concourse suite level and directed them to their respective suites.