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Crystal Zhang

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Crystal Zhang

Vice President, Banker | J.P. Morgan

Los Angeles, California, United States

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Crystal Zhang

Summary

Crystal Zhang is a seasoned financial services professional with over 9 years of experience, currently serving as Vice President and Banker at J.P. Morgan Private Bank in Los Angeles. She specializes in providing tailored financial solutions for business owners and real estate investors, leveraging her extensive background in banking and data analysis. With qualifications from prestigious institutions such as Yale and Oxford, Crystal combines academic excellence with practical expertise. Her previous roles at Citi and Morgan Stanley have honed her skills in wealth advisory and financial management. Fluent in Mandarin, English, and French, she effectively engages with a diverse clientele. Crystal's commitment to exceptional client service is reflected in her numerous awards, including 'New Associate Of The Year' and 'Leaders Qualifier.' Passionate about asset management and financial strategy, she aims to empower clients to achieve their financial aspirations.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Crystal Zhang

Work Experience

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Vice President, Banker at

J.P. Morgan

November 2022 - Present

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Vice President-Senior Wealth Advisor at

Citi

February 2020 - November 2022

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Wealth Advisor at

Morgan Stanley

December 2016 - February 2020

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Financial Services Professional at

Massmutual Financial

September 2012 - December 2016

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Managing Associate at

Massmutual Financial

August 2016 - December 2016

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Southwest Regional Coordinator at

alpha Kappa Delta Phi International Sorority, Inc.

May 2012 - May 2013

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Southeast Asia Economics Teaching Assistant at

Uc Santa Cruz

January 2011 - April 2011

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Crystal Zhang

Education

Yale School of Management, Executive Mba

University of Missouri, International Business

University of California Santa Cruz, Bachelor Of Arts (B.A.)

Saïd Business School, University of Oxford, Real Estate

Frequently Asked Questions about Crystal Zhang

What is Crystal Zhang email address?

Crystal Zhang's primary email address is *************@citigroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Crystal Zhang work for?

Crystal Zhang is a Vice President, Banker at J.P. Morgan, a company specializing in Nonclassifiable establishments.

Where Crystal Zhang graduated from?

Crystal Zhang holds a degree in Asset Management from Yale School of Management.

How can I directly contact Crystal Zhang?

To contact Crystal Zhang directly, you can use the email address *************@citigroup.com. Complete contact information is available upon registration with Muraena.

Is Crystal Zhang an immigrant?

Yes, Crystal Zhang is an immigrant and currently based in United States

Who is Crystal Zhang?

Crystal Zhang is a seasoned financial services professional with over 9 years of experience, currently serving as Vice President and Banker at J.P. Morgan Private Bank in Los Angeles. She specializes in providing tailored financial solutions for business owners and real estate investors, leveraging her extensive background in banking and data analysis. With qualifications from prestigious institutions such as Yale and Oxford, Crystal combines academic excellence with practical expertise. Her previous roles at Citi and Morgan Stanley have honed her skills in wealth advisory and financial management. Fluent in Mandarin, English, and French, she effectively engages with a diverse clientele. Crystal's commitment to exceptional client service is reflected in her numerous awards, including 'New Associate Of The Year' and 'Leaders Qualifier.' Passionate about asset management and financial strategy, she aims to empower clients to achieve their financial aspirations.

Crystal`s contact details

mail

*************@citigroup.com

********@ucsc.edu

*************@morganstanley.com

*************@jpmorgan.com

Colleagues

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Nick Hansinger

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Nick Horder

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Nick Johnston

Vice President

Nick Kawar Cfa

Vice President

Nick Law

Managing Director

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Nick Li

Vice President

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Nick Madden

Executive Director

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Nick Paparo

Managing Director

Nick Parras

Vice President

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Nick Ryan

Executive Director: Debt Capital Markets

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