If you searched Superstar Sourcing for Private Client Division VP (with 1 additional requirement) on January 3, 2026 you'd find 460 great candidates

This sample report shows what our sourcing engine surfaces for this search. Preview the top 30 matches below.

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Candidate Profiles

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P**** J****

Vice President Private Wealth

Chicago, Illinois, United States 36 years 3 months

Excellent fit—this executive has decades of experience in private banking and wealth management, including VP roles. Associated Bank VP Private Banking → Merrill Lynch FA Wealth Mgmt → Northern Trust VP Private Banking → Fifth Third VP Private Bank → BMO Harris Private Banking Wealth Mgmt. Excellent.

LinkedIn Email Phone

Work Experience

Ameriprise Financial Services, LLC
Financial Advisor · 2 years 11 months
BMO Harris Bank
Private Banking Wealth Management · 18 years 6 months
Merrill Lynch
Financial Advisor Wealth Management · 3 years 2 months
Northern Trust Wealth Management
Vice President Private Banking · 4 years 8 months
+ 2 more positions

Qualification Criteria 5 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

banking management financial services private banking wealth management
100%

V**** H****

Senior Vice President, Private Wealth Advisor at Morgan Stanley Private Wealth Management

Charlotte, North Carolina, United States 19 years 2 months

Excellent fit with extensive experience explicitly covering Private Wealth, Private Client, and management roles at VP/SVP level across relevant institutions. SVP, Private Wealth Advisor at Morgan Stanley Private Wealth Management (3y 9m) → Wealth Advisor - SVP at Wells Fargo Private Bank (3y 10m) → SVP, Private Client Manager at U.S. Trust (4y) → Sr Client Manager at BofA (3y 9m) → VP RM at Wachovia (1y 1m). Excellent.

LinkedIn Email Phone

Work Experience

U.S. Trust, Bank of America.
Senior Vice President, Private Client Manager · 4 years
Morgan Stanley Wealth Management
Senior Vice President · 3 years 9 months
Wells Fargo Private Bank
Wealth Advisor - Senior Vice President · 3 years 10 months
Bank of America
Senior Client Manager · 3 years 9 months
+ 2 more positions

Qualification Criteria 6 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

commercial
100%

C**** P****

Vice President at J.P. Morgan

Miami, Florida, United States 6 years 9 months

This candidate is currently a Vice President acting as a trusted advisor handling wealth management solutions for high-net-worth individuals, which is an excellent match. VP/Private Wealth Advisor at UBS → VP at J.P. Morgan. Excellent.

LinkedIn Email Phone

Work Experience

UBS
Vice President · 2 years 4 months
J.P. Morgan
Vice President
UBS
Senior Wealth Strategist · 1 year

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

attorneys management liability risk planning p securities transmission llc finra annuities insurance +8 more
100%

A**** I****

Private Client Advisor, Vice President-Investments at JPMorgan Wealth Management

Corona del Mar, California, United States 9 years 5 months

This candidate is an excellent match, holding the exact title and working in Private Client/Wealth Management within Financial Services. Private Client Advisor, VP-Investments at JPMorgan Wealth Management (current role). Strong.

LinkedIn Email Phone

Work Experience

JPMorgan Securities LLC
Investment Support Senior Specialist II · 2 years 11 months
University of San Diego
Aspiring Business Professional · 5 months
JPMorgan Wealth Management
Private Client Advisor, Vice President-Investments at JPMorgan Wealth Management · 2 years
JPMorgan Weath Management
Private Client Investment Associate · 4 years 4 months

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

wealth management financial services series 7 health insurance federal government legal advice investments p management finra health insurance +8 more
100%

T**** H****

Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management and WMCP®.

Houston, Texas, United States 14 years 7 months

This candidate has a strong title match as Vice President and extensive experience in Private Client and Wealth Management. JP Morgan Private Bank → J.P. Morgan Wealth Management, 14+ years experience. Excellent.

LinkedIn Email Phone

Work Experience

J.P. Morgan Wealth Management
Private Client Advisor & Vice President of Investments · 7 years 2 months
Bank of America Private Bank
VP Private Client Advisor · 2 years 7 months
Bank of America Merrill Lynch
Vice President, Financial Advisor · 5 years 1 month

Qualification Criteria 5 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

p finra health insurance investments management securities llc government reserves law communications +8 more
100%

A** N****

Private Bank Relationship Manager, Vice President at Key Private Bank

Denver, Colorado, United States 15 years 2 months

This candidate is an exact functional and title match, currently serving as Private Bank Relationship Manager, Vice President, with prior Private Client experience. Private Bank RM/VP at Key Private Bank → Private Client Advisor/VP at J.P. Morgan → Treasury roles. Excellent.

LinkedIn Email Phone

Work Experience

Maritime Bank
Treasury Specialist · 2 years 1 month
PG Bank
Treasury Specialist · 5 months
Bank for Investment and Development of Vietnam
Intern - Trade Finance · 1 year 1 month
J.P. Morgan
Private Client Advisor, Vice President - Investments · 7 years 9 months
+ 2 more positions

Qualification Criteria 6 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

trade finance treasury finance investments
100%

B**** G****

Private Client Advisor & Senior Vice President of Investments at JPMorgan Wealth Management

New York City Metropolitan Area, United States 14 years 6 months

This profile shows a direct match with Senior Vice President and Private Client Advisor experience within a major wealth management firm. Private Client Advisor & SVP Investments at J.P. Morgan Wealth Management for 14+ years. Excellent.

LinkedIn Email Phone

Work Experience

JPMorgan Chase & Co.
Private Client Banker/Business Specialist · 4 years 5 months
Merrill Lynch
Financial Advisor · 1 year 1 month
JPMorgan Chase Bank, N.A.
VP Financial Advisor · 6 months
J.P. Morgan
Private Client Advisor & Senior Vice President of Investments at JPMorgan Wealth Management

Qualification Criteria 6 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

investments management transmission p securities llc finra insurance government reserves law communications +8 more
100%

U** C***

Private Client Advisor & Vice President of Investments at J.P.Morgan Wealth Management

New York, New York, United States 7 years 6 months

This candidate holds the exact title combination we are looking for in their current role within Wealth Management. Private Client Advisor & VP of Investments at J.P. Morgan (7.5 yrs). Excellent.

LinkedIn Email Phone

Work Experience

J.P. Morgan
Private Client Advisor & Vice President of Investments · 7 years 6 months

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

investments p management securities llc finra insurance government reserves law communications investors +8 more
100%

Z*** L****

Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management

Surprise, Arizona, United States 14 years 2 months

This candidate is an exact match, currently holding the titles of Private Client Advisor & Vice President of Investments in a major wealth management division. J.P. Morgan Advisor/VP Investments. Excellent.

LinkedIn Email Phone

Work Experience

J.P. Morgan
Private Client Advisor & Vice President of Investments · 1 year 11 months
Jp Morgan Chase Bank N.A.
Branch Manager · 12 years 5 months

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

investments p management finra health insurance strategy planning retirement securities llc government +8 more
100%

C**** P****

Vice President - J.P. Morgan Private Bank

United States 21 years 8 months

An excellent match, having spent over two decades as a VP focused on Private Banking roles. VP - Senior Client Service Associate at J.P. Morgan Private Bank (21+ years). Excellent.

LinkedIn Email Phone

Work Experience

J.P. Morgan Private Bank
Vice President - Senior Client Service Associate · 21 years 7 months

Qualification Criteria 5 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

client service
100%

D**** D****

Vice President - Investments, Private Client Advisor at JP Morgan Wealth Management

Austin, Texas, United States 29 years 10 months

Excellent fit, holding the exact title of Vice President (Investments) and specializing as a Private Client Advisor within Wealth Management at a major firm. VP - Investments, Private Client Advisor at JP Morgan Wealth Management for 29 years. Excellent.

LinkedIn Email Phone

Work Experience

JP Morgan Wealth Management
Vice President - Investments, Private Client Advisor · 29 years

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

investments p management securities llc finra insurance government reserves law communications investors +8 more
100%

J**** K****

Vice President of Investments, Private Client Advisor at JP Morgan Wealth Management

Denver, Colorado, United States 20 years 7 months

Candidate holds the exact title structure requested, focusing on Private Client advising within a major wealth management division. VP of Investments, Private Client Advisor at JP Morgan Wealth Management (15y 6m). Excellent.

LinkedIn Email Phone

Work Experience

JP Morgan Wealth Management
Vice President of Investments, Private Client Advisor · 15 years 6 months
Liberty Investment Services
Regional Investment Manager · 5 years 1 month

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

investments p management securities llc finra insurance government reserves law communications investors +8 more
100%

K**** D****

Vice President, Private Client Advisor, J.P. Morgan Securities

Reno, Nevada, United States 16 years 3 months

Excellent fit - currently holding the exact title combination requested across multiple roles within major financial institutions. Vice President/Private Client Advisor (J P Morgan Securities) → VP (J.P. Morgan Private Bank) → VP/Private Client Advisor (J.P. Morgan Chase), multiple FINRA licenses, CFP. Excellent.

LinkedIn Email Phone

Work Experience

J.P. Morgan Private Bank
Vice President · 10 months
J.P. Morgan Chase Bank, N.A.
Vice President / Private Client Advisor · 5 years 11 months
Great Circle Financial, Inc.
Vice President -- Investments · 3 years 6 months
J P Morgan Securities
Vice President/Private Client Advisor

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

investments
100%

E**** H****

First Vice President, Private Client @ JPMorgan Chase, N.A

Dallas, Texas, United States 14 years 7 months

Perfect fit - current First Vice President with long tenure specifically in a Private Client role at a major institution. Experience: First Vice President, Private Client at Chase (10 years 6 months). Excellent.

LinkedIn Email Phone

Work Experience

JPMorgan Chase & Co.
First Vice President · 10 years 6 months
JPMorgan Chase & Co.
First Vice President · 10 years 6 months
JPMorgan Chase & Co.
First Vice President · 10 years 6 months
JPMorgan Chase & Co.
First Vice President · 10 years 6 months
+ 6 more positions

Qualification Criteria 6 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

small business
100%

C**** I****

Private Client Advisor - Vice President of Investments at J.P. Morgan Wealth Management

Palm Beach, Florida, United States 14 years 6 months

Excellent fit - currently holds the title Private Client Advisor - Vice President of Investments at a wealth management firm. J.P. Morgan Wealth Management. Excellent.

LinkedIn Email Phone

Work Experience

J.P. Morgan Securities LLC
Financial Advisor · 9 months
J.P. Morgan Wealth Management
Private Client Advisor - Vice President of Investments · 8 years 2 months
JP Morgan Chase Bank N.A.
Private Client Banker · 5 years 9 months

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

investments p management securities llc finra insurance government reserves law communications investors +8 more
100%

S**** P**

Vice President - Investments, Private Client Advisor at JP Morgan Wealth Management

San Marino, California, United States 2 years 5 months

Perfect match - currently holds the title Vice President - Investments, Private Client Advisor at a wealth management firm. JP Morgan Wealth Management. Excellent.

LinkedIn Email Phone

Work Experience

JP Morgan Wealth Management
Vice President - Investments, Private Client Advisor at JP Morgan Wealth Management · 2 years 5 months

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

investments management wealth management
100%

J**** A***

VP- Investments-J.P. Morgan Wealth Management- Private Client Advisor

Oak Park, Illinois, United States 13 years 4 months

Excellent fit - currently serving as a Vice President and Private Client Advisor focused on Wealth Management for affluent individuals at J.P. Morgan. J.P. Morgan (VP, Private Client Advisor, Wealth Management) for 5+ years. Excellent.

LinkedIn Email Phone

Work Experience

JPMorgan Chase Bank N.A.
Personal Banker · 10 months
JPMorgan Chase Bank N.A.
Senior Private Client Banker · 4 years 9 months
JPMorgan Chase Bank N.A.
Relationship Banker · 2 years 9 months
J.P. Morgan
Private Client Advisor, Vice President of Investments with J.P. Morgan Wealth Management · 5 years 2 months

Qualification Criteria 6 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

banking management planning investments p securities llc finra insurance government reserves law +8 more
100%

C**** B****

Vice President | Financial Advisor at Morgan Stanley

Tampa, Florida, United States 28 years 4 months

Excellent fit - current VP Financial Advisor explicitly discussing client relationship management, wealth accumulation/preservation for complex clients at a major investment bank. VP/FA at Morgan Stanley, focusing on CRM after 20+ years in banking. Excellent.

LinkedIn Email Phone

Work Experience

Bank of America
Banking Center Manager, V.P. · 5 years 9 months
SunTrust Bank
Premier Banker, V.P. · 1 year 9 months
Bank of America
Premier Client Manager, V.P. · 6 years 5 months
Morgan Stanley
Vice President, Financial Advisor
+ 1 more positions

Qualification Criteria 6 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

banking management foundations integrity tax planning llc reserves law communications purchase messaging +8 more
100%

C**** R***

Vice President, Senior Consultant

Georgetown, Texas, United States 28 years 11 months

Exceptional fit, this person is focused on wealth management strategies for high-net-worth individuals, aligning perfectly with a Private Client VP role. Consultant → HNW focus → Merrill/BofA ecosystem, 28+ years experience. Excellent.

LinkedIn Email Phone

Work Experience

Linsco Private Ledger/LPL Services
Financial Advisor, Vice President, OSJ · 5 years 5 months
Merrill Lynch Wealth Management
Senior Consultant, Vice President
J.P. Morgan Securities
Financial Advisor, Vice President · 4 years 8 months
Chase Investment Services
Financial Advisor, Vice President · 3 years 3 months
+ 2 more positions

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

management banking strength investments planning retirement philanthropy credentialing high net worth individuals financial services wealth management estate planning +1 more
100%

M**** W****

Vice President Investments - JP Morgan Wealth Management

Springfield, Missouri, United States 22 years 1 month

This candidate is a perfect match, currently working as a Vice President and Private Client Advisor in Wealth Management, directly aligning with all core criteria. Ex-Charles Schwab (VP/FA) → J.P. Morgan (VP Investments - Private Client Advisor). Excellent.

LinkedIn Email Phone

Work Experience

J.P. Morgan
Vice President Investments - Private Client Advisor · 1 year 5 months
Charles Schwab
VP - Financial Consultant · 20 years 10 months

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

p management finra health insurance strategy planning retirement education investments securities llc +8 more
100%

P*** H****

Vice President / Client Advisor - The Northern Trust Company

Miami, Florida, United States 37 years 1 month

This candidate is an exact match holding a Vice President role in Wealth Management, focused on high-net-worth clients within private banking and financial services. Northern Trust → VP Client Advisor (Wealth Management Group), 37 years total experience. Excellent.

LinkedIn Email Phone

Work Experience

The Northern Trust Company
Second Vice President & Wealth Strategist · 5 months
The Northern Trust Company
Second Vice President & Investment Consultant · 3 years 2 months
The Northern Trust Company
Vice President & Client Advisor · 25 years 6 months
The Northern Trust Company
Vice President & Wealth Strategist · 11 years 5 months

Qualification Criteria 6 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

high net worth individuals wealth management investment banking investment management sporting goods series 7 series 63 management sales accountants attorneys physicians +8 more
100%

P**** G****

Vice President-Investments, Private Client Advisor at J.P. Morgan Wealth Management

Berkeley, California, United States 23 years 2 months

This candidate has the exact title match (VP/Advisor) in Private Client advice within a major wealth management division, fulfilling all criteria. J.P. Morgan Wealth Management (VP-Investments, Private Client Advisor) for 8 years. Excellent.

LinkedIn Email Phone

Work Experience

Citi Personal Wealth Management
Associate Vice President · 5 months
JPMorgan Chase Bank, N.A.
Financial Advisor, Vice President · 1 year 7 months
Wells Fargo Advisors
Assistant Vice President, Financial Advisor · 7 years 4 months
J.P. Morgan Wealth Management
Vice President-Investments, Private Client Advisor · 8 years
+ 2 more positions

Qualification Criteria 5 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

investments p management securities llc finra insurance government reserves law communications investors +8 more
100%

M**** B****

Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management

New York, New York, United States 15 years 10 months

An on-point match combining VP title with a Private Client advisory role at a major firm. Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management for 15+ years. Excellent.

LinkedIn Email Phone

Work Experience

J.P. Morgan
Private Client Advisor · 15 years 11 months

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

p management securities llc finra insurance government reserves law communications investors purchase +8 more
100%

S**** B****

Vice President, Banker at J.P. Morgan Private Bank

Los Angeles, California, United States 18 years 7 months

This is an excellent match serving high-net-worth individuals in a VP role specifically within Private Bank. Vice President, Banker at J.P. Morgan Private Bank for over 3 years, supporting affluent individuals/families. Excellent.

LinkedIn Email Phone

Work Experience

Israel Discount Bank
Vice President, Private Banker · 11 years 9 months
J.P. Morgan Private Bank
Vice President, Banker · 3 years 2 months
Chase
Vice President · 3 years 11 months

Qualification Criteria 6 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

p investors leadership investments banking planning design insurance government reserves law communications +8 more
95%

W**** G****

Vice President - Wealth Management, Senior Portfolio Manager at UBS Financial Services Inc.

Fort Pierce, Florida, United States 20 years 5 months

This candidate explicitly holds the title Vice President - Wealth Management at UBS, directly matching the role and industry focus. VP - WM, Senior PM at UBS Financial Services Inc. → VP at GAMCO Investors → Partner/PM at NMF Asset Management. Excellent.

LinkedIn Email Phone

Work Experience

Gabelli Funds
Regional Vice President · 1 year 8 months
UBS
Vice President - Wealth Management, Portfolio Manager · 13 years 9 months
NMF Asset Management
Partner/Portfolio Manager · 5 years 3 months

Qualification Criteria 4 met, 2 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

management investors llc retirement planning tax risk liability philanthropy strategy communications legal +5 more
95%

R**** C****

Head of the Central Region at CIBC Private Wealth

Chicago, Illinois, United States 23 years 11 months

This candidate has deep experience in Private Wealth and Private Client roles, including leadership roles that fit the Vice President level, and strong CRM history. CIBC Private Wealth US → Geneva Advisors → CIBC Private Wealth Management US. Excellent.

LinkedIn Email Phone

Work Experience

CIBC Private Wealth US
Head of the Central Region & Senior Relationship Manager
Zacks Investment Management
Managing Director - Wealth Management Group · 1 year 6 months
CIBC Private Wealth US
National Director of Practice Management & Team Executive · 3 years 2 months
Zacks Investment Research
Account Executive · 1 year 8 months
+ 6 more positions

Qualification Criteria 5 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

wealth management practice management distribution strategies service client strategic leadership decision making director management sales marketing distribution leadership +4 more
95%

G*** J****

Senior Wealth Strategist at The Private Bank at PlainsCapital

Dallas, Texas, United States 20 years 4 months

Excellent relevance with multiple Vice President roles explicitly in Private Bank/Wealth Strategy roles serving UHNW clients. J.P. Morgan Private Bank (VP) → PlainsCapital Bank (SVP/Wealth Strategist). Strong.

LinkedIn Email Phone

Work Experience

PlainsCapital Bank
Senior Vice President, Senior Wealth Strategist · 3 years 5 months
J.P. Morgan Private Bank
Portfolio Assistant · 2 years
J.P. Morgan Private Bank
Senior Investment Specialist, VP · 6 years
J.P. Morgan Private Bank
Senior Account Officer · 4 years
+ 2 more positions

Qualification Criteria 6 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

designing capital management construction high net worth individuals non profit business development capital markets wealth management financial markets
95%

L**** S****

Vice President, Financial Advisor at Morgan Stanley

Chicago, Illinois, United States 21 years 5 months

This person has direct experience as a Vice President holding Private Client Advisor and Financial Advisor roles at major firms, fitting the title and functional area perfectly. VP at Morgan Stanley (3.3 yrs); VP Private Client Advisor at JPM (4 yrs); VP Schwab (2.9 yrs) → Morgan Stanley. Excellent.

LinkedIn Email Phone

Work Experience

Morgan Stanley
Financial Advisor · 1 year 7 months
Morgan Stanley
Financial Advisor · 10 years
J.P. Morgan Chase Bank, N.A.
Vice President - Private Client Advisor · 4 years
Charles Schwab
Vice President - Financial Consultant · 2 years 9 months
+ 1 more positions

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

security strategy compensation registration html
95%

J**** C****

Vice President of Investments and Private Client Advisor at J.P. Morgan Wealth Management

Austin, Texas, United States 11 years

Highly relevant current/recent role explicitly containing VP and Private Client Advisor titles within Wealth Management. J.P. Morgan Private Client Advisor | VP - Investments (8 months). Excellent.

LinkedIn Email Phone

Work Experience

Risklin Financial Services
Founder & CEO · 2 years
Nutrimania
Founder & CEO · 2 years 1 month
JMC Consulting
Financial & Business Consultant · 2 years 6 months
J.P. Morgan
Private Client Advisor | Vice President - Investments · 8 months
+ 4 more positions

Qualification Criteria 5 met, 1 not

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

discipline determination investments p management securities llc finra insurance government reserves law +8 more
95%

J**** G****

Managing Director at Northern Trust Corporation

Houston, Texas, United States 27 years 1 month

This individual is highly qualified, currently a Managing Director overseeing wealth management and holding VP titles previously. VP: yes. Private Client: yes (wealth management). Wealth Management: yes (President of wealth management business). Private Banking: yes (VP at JPMorgan Private Bank). Client Relationship Management: yes (implied role as President/Managing Director in wealth management). Financial Services: yes (Northern Trust, JPMorgan). VP title currently held in a leadership capacity, past VP roles are present. Northern Trust MD (Wealth Management President) → Sr VP/Trust Advisor → VP/Trust Officer at Legacy Trust → VP at JPMorgan Private Bank. Excellent.

LinkedIn Email Phone

Work Experience

Northern Trust
Managing Director
Legacy Trust Company
Vice President and Trust Officer · 11 years 3 months
JPMorgan Private Bank
Vice President and Trust Officer · 3 years 7 months
JPMorgan Private Bank
Vice President and Fiduciary Manager · 4 years 1 month
+ 3 more positions

Qualification Criteria 6 met

Private Client
Vice President
Private Banking
Wealth Management
Financial Services
Client Relationship Management

Skills & Expertise

wealth management management director compliance
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