• Custom Loan Agency

    JPMorgan Chase (Newark, DE)
    …groups in order to close new structured finance transactions. + Perform loan servicing responsibilities relating to all structured equity loan products ... including, but not limited to, processing of advances, paydowns and calculation of interest. + Serve as primary point of contact for client inquiries for the firm's buy-side customers, including hedge funds and asset managers. + Work with Equities Product… more
    JPMorgan Chase (10/02/25)
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  • Fiduciary Director

    Wells Fargo (Wilmington, DE)
    …ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, ... valuable research, relationships, custom solutions, and highly tuned strategies to address clients'...* Closely held asset management * Real estate and loan asset management * Oil, gas and mineral management… more
    Wells Fargo (12/24/25)
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