Experience

Indagare

• United States
• Travel Arrangements
• 1 - 100 Employee

• Travel Operations

  • Sep 2023 - Present

  Naples, Campania, Italy https://indagare.com/



J.P. Morgan Private Bank

• Financial Services
• 700 & Above Employee

• Private Banker

  • Sep 2021 - Sep 2023

  New York, NY J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as… Show more J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products 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 JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm. Show less



Northern Trust Wealth Management

• United States
• Financial Services
• 500 - 600 Employee

• Vice President, Associate Client Advisor

  • Nov 2020 - Aug 2021

  New York, New York, United States

• Second Vice President, Associate Client Advisor

  • Nov 2019 - Nov 2020

  New York, New York

• Second Vice President, Senior Account Manager

  • Feb 2018 - Nov 2019

  New York, New York

• Officer, Account Manager

  • Aug 2015 - Feb 2018

  New York, New York



BBR Partners

• United States
• Investment Management
• 100 - 200 Employee

• Client Administration Associate

  • Mar 2012 - Aug 2015

  New York, NY



Rochdale Investment Management

• Client Services Associate- Trade Operations

  • Apr 2011 - Mar 2012

  Lexington Avenue, New York, NY



IFS

• Financial Services
• 100 - 200 Employee

• Transfer Agency Associate- Shareholder Services

  • Sep 2009 - Apr 2011

  1290 Avenue of the Americas, New York, NY



National Life Group

• United States
• Financial Services
• 700 & Above Employee

• Finance and Strategy Intern

  • Jan 2008 - May 2009