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Jamie Umberger
Jamie Umberger
Executive Director | J.P. Morgan
Boca Raton, Florida, United States
Jamie Umberger
Summary
Jamie Umberger is an accomplished Executive Director at J.P. Morgan Private Bank, bringing over 26 years of extensive experience in asset management and wealth advisory. With a strong focus on client relationships, Jamie has a proven track record of increasing assets under management through exceptional service and a collaborative approach. She excels in crafting customized investment strategies that not only reduce risk but also enhance performance. Jamie's expertise spans a variety of financial services, including estate planning and investment advisory, making her a trusted advisor for affluent clients. Her ability to communicate complex financial concepts clearly is a key asset in her role. Additionally, Jamie's educational background includes certifications in financial planning, underscoring her commitment to professional development. Her leadership experience in high-energy environments positions her as a valuable asset in the finance industry.
Jamie Umberger
Work Experience
Executive Director at
J.P. Morgan
January 2019 - Present
Wealth Management at
BNY Wealth
October 2016 - December 2018
Vice President / Wealth Advisor at
First Niagara Bank
August 2011 - September 2016
Vice Pres / Investment Manager at
Wellsfargo Private Bank
May 1998 - August 2011
Jamie Umberger
Education
January 2008 - January 2010
State University of New York College at Brockport, Bachelor's Degree
January 1986 - January 2001
State University of New York College at Brockport, Associate's Degree
January 1986 - January 2001
State University of New York College at Brockport, Bachelor's Degree
January 1986 - January 2001
Frequently Asked Questions about Jamie Umberger
What is Jamie Umberger email address?
Jamie Umberger's primary email address is **************@jpmorgan.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jamie Umberger work for?
Jamie Umberger is a Executive Director at J.P. Morgan.
Where Jamie Umberger graduated from?
Jamie Umberger holds a degree in Certified Financial Planner - Certification Program from Florida Atlantic University.
How can I directly contact Jamie Umberger?
To contact Jamie Umberger directly, you can use the email address **************@jpmorgan.com. Complete contact information is available upon registration with Muraena.
Who is Jamie Umberger?
Jamie Umberger is an accomplished Executive Director at J.P. Morgan Private Bank, bringing over 26 years of extensive experience in asset management and wealth advisory. With a strong focus on client relationships, Jamie has a proven track record of increasing assets under management through exceptional service and a collaborative approach. She excels in crafting customized investment strategies that not only reduce risk but also enhance performance. Jamie's expertise spans a variety of financial services, including estate planning and investment advisory, making her a trusted advisor for affluent clients. Her ability to communicate complex financial concepts clearly is a key asset in her role. Additionally, Jamie's educational background includes certifications in financial planning, underscoring her commitment to professional development. Her leadership experience in high-energy environments positions her as a valuable asset in the finance industry.
Jamie`s contact details
**************@jpmorgan.com
Colleagues
Executive Director - Product Innovation
Vice President
Vice President
Vice President
Managing Director
Vice President
Executive Director
Managing Director
Vice President
Executive Director: Debt Capital Markets