K

Katie's email & phone

Position:Senior Associate - Investment Banking (Financial Institution Group) at J.P. Morgan Private Bank
Experience:23 years
Location:Los Angeles, California, United States

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Work Experience

Senior Associate - Investment Banking (Financial Institution Group) at J.P. Morgan Private Bank

Jan 2019 - Current

Senior Director at City Hotel Trust

Jan 2006 - Current

Associate - Investment Banking (Financials Institution Group at J.P. Morgan Asset Management

Jan 2015 - Jan 2019

Investment Banking Associate at JPMorgan Chase Bank (China) Company Limited

Jan 2013 - Jan 2015

Associate - Wealth Management / Private Client Services at JPMorgan Chase Bank (China) Company Limited

Jan 2008 - Jan 2013

Structured Finance Analyst at JPMorgan Chase Bank (China) Company Limited

Jan 2006 - Jan 2008

Registered Futures and Commodities Broker at JPMorgan Chase Bank (China) Company Limited

Jan 2004 - Jan 2006

Intern | Private Wealth Management Group at JPMorgan Chase Bank (China) Company Limited

Jan 2003 - Jan 2004

Katie started working in 2003, then the employee has changed 3 companies and 7 jobs. On average, Katie works for one company for 5 years 5 months.

Education

Bachelor's Degree in Economics and Finance at Shanghai University of Finance and Economics

Frequently Asked Questions

What is Katie's minimum period of employment in the companies?

Katie's minimum period of employment in various companies is 1 year.

What is Katie's average duration of employment for different companies?

On average, Katie works for one company for 2 years 8 months

What industries has Katie worked in?

Katie works in the Financial Services.

What positions has Katie held before?

Previously, Katie worked as a Senior Director, and Associate - Investment Banking (Financials Institution Group, and Investment Banking Associate, and Associate - Wealth Management / Private Client Services, and Structured Finance Analyst.

How do I contact Katie?

Katie's email address is k****-@privatebank.jpmorgan.com, phone number is +1-***-***-5324. Sign up to get contact details.

Who is the President/CEO/Director of the J.P. Morgan Private Bank?

The President/CEO/Director of the J.P. Morgan Private Bank is Anthony Baldo

Who are Katie's peers at other companies?

Katie's peers at other companies are Doreen and Heman Davis

Katie Namesakes

Name
Company
Position
K
Southern Pear Bowtique LLC
Small Business Owner
K
Senior Client Account Manager
K
Senior Commercial Lines Account Manager

Similar profiles

Name
Company
Position
D
Senior Associate - Investment Banking (Financial Institution Group)
H
Senior Associate - Investment Banking (Financial Institution Group)

Other employees at J.P. Morgan Private Bank

Name
Company
Position
A
Incoming 2026 Private Bank Analyst
M
Incoming Summer Analyst 2026
A
Executive Director, Banker, JP Morgan Private Bank

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