Executive Director@ J.P. Morgan Private Bank
Cincinnati, Ohio, United States
Doug Sammons
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Xavier University
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FlashIntel GPTDoug Sammons is a Vice President at J.P. Morgan Private Bank, where he oversees investment planning and management strategies for entrepreneurs, wealthy individuals, families, foundations, and endowments. With over 11 years of experience, Doug possesses a wide range of skills including leadership, sales, and financial analysis. He has also held positions at the Association for Corporate Growth (ACG) and Xavier University. Doug's expertise lies in pre-transaction planning, liquidity events, multi-generational gifting, and retirement planning. He is based in Cincinnati, Ohio.
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About
Doug is a Vice President at J.P. Morgan Private Bank where he creates and oversees investment planning and management strategies for entrepreneurs, wealthy individuals and their families, foundations and endowments. His practice frequently incorporates pre-transaction planning, considerations surrounding liquidity events, multi-generational gifting and retirement planning.
Work Experience
Executive Director
Vice President
Financial Services
Doug Sammons's Professional Milestones
- Board Of Directors (2019-04-01~): Guided the organization through strategic leadership, fostering growth and sustainability.
- Financial Advisor, Junior Partner (2013-06-01~2015-01-01): Provided expert financial guidance, ensuring client satisfaction and driving financial success.
Education
Business Administration,
Finance,
Bachelors,
Bachelor Of Science
2017-2018Skill
Leadership
Sales
Microsoft Excel
Wealth Management
Finance
Social Media
Microsoft Office
Portfolio Management
Financial Services
Series 7
Banking
Financial Analysis
Investment Strategies
Credit
Customer Service
Mutual Funds
Relationship Management
Marketing
Public Speaking
Certification
Colleagues
Tomas Pierucci
head of tech vertical group at jp morgan | founder | advisor & mentor
Frances Ha
Product Manager | Product Owner
Esha Patel
kyc product owner at j p morgan international private bank
Peishan Chen
project manager | lean six sigma practitioner | scrum master & product owner | 15+ years banking experience
Andrea Ceballos
product owner at j p morgan private bank
Other Named Doug Sammons
Frequently asked questions
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Doug Sammons's social media include: Linkedin,
Doug Sammons works for J.P. Morgan Private Bank
Doug Sammons's role in J.P. Morgan Private Bank is Executive Director
Doug Sammons works in the industry of Financial Services
Doug Sammons's colleagues are Tomas Pierucci,Frances Ha,Esha Patel
Doug Sammons's latest job experience is Executive Director at J.P. Morgan Private Bank
Doug Sammons's latest education in Xavier University
