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Lee Mahan

Executive Director, Banker, JPMorgan Private Bank at JPMorgan Chase & Co.
Intro Book
Lee Mahan, a seasoned banking professional with 20 years of experience, holds a Bachelor of Business Administration degree from Northeastern State University, and is proficient in multiple languages and skills.
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Location
Tulsa, Oklahoma, United States, US
Skills
  • Banking
  • Loans
  • Retail Banking
  • Credit
  • Mortgage Lending
  • Show all
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Bio

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Lee Mahan is a seasoned banking professional with extensive experience in the industry. He holds a Bachelor of Business Administration degree from Northeastern State University, with a focus on Accounting and Finance. Mahan has worked with JPMorgan Chase & Co. for over 20 years, holding various positions including Executive Director, Market Director - Banking, and Relationship Banker.

Credentials

  • Series 7 & 66
    FINRA

Experience

  • JPMorgan Chase & Co.
    • Executive Director, Banker, JPMorgan Private Bank
      • Dec 2021 - Present

      J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), memberFINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offeredby JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through ChaseInsurance 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 FEDERALGOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered arecommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept ordersvia 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.

    • Executive Director, Market Director - Banking
      • Sep 2015 - Dec 2021

    • District Manager
      • Jan 2011 - Sep 2015

    • Wholesale Sales Manager
      • Jun 2007 - Jan 2011

    • Branch Manager
      • Jun 2005 - Jun 2007

    • Relationship Banker
      • Jan 2004 - Jun 2005

  • United States Air Force
    • Munitions Systems
      • Jun 1992 - Present

      IYAAYAS- Active Duty 1992-1998/ Air National Guard 1999-present

Education

  • Northeastern State University
    Bachelor of Business Administration (B.B.A.), Accounting and Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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