Denver Metropolitan Area
March 2022 - April 2025 | Platform and product strategy for the National Branch channel within J.P. Morgan Wealth Management; focus on identifying and delivering strategic enhancements to improve financial planning tools for clients and advisors, expand investment product offering, refine lead generation and management tools, and streamline investment funding and client onboarding journeys May 2021 - March 2022 | Field strategy & execution for National Branch channel within J.P. Morgan Wealth Management; focused on business/operating model development, defining foundational platform and product requirements, and partnership with client service organization
The Chase Associate Program (CAP) is a two-year post-MBA rotational program featuring 3 eight-month rotations within the Consumer & Community Banking (CCB) business at JPMorganChase. Rotation 1: Chase Ultimate Rewards Travel, Product Management & Marketing Rotation 2: Chase Credit Card Acquisitions, Personalized Offers Product Management Rotation 3: J.P. Morgan Wealth Management, National Branch Field Strategy & Execution