Emily Margolis Email & Phone Number
Vice President, Head of Lifestyle Services, Family Office Practice @ J.P. Morgan Private Bank
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Emily Margolis Location
- New York, NY, US
Emily Margolis Work
- Vice President, Head of Lifestyle Services, Family Office Practice @ (January 2025 - Present)
- Senior Associate, Family Office Practice @ (January 2023 - January 2025)
- Senior Associate @ (June 2022 - January 2023)
- Analyst @ (February 2019 - June 2022)
- Office of the COO, Verily Life Sciences @ (April 2018 - November 2018)
- Credit @ Apollo Global Management, Inc. (August 2015 - April 2018)
- Analyst @ (January 2014 - August 2015)
Emily Margolis Education
- Trinity College-Hartford
Bachelor's degree
- Newton Country Day School
High School Diploma
Emily Margolis Skills
- Customer Service
- Event Planning
- Financial Analysis
- Financial Planning
- Fundraising
- LexisNexis
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Outlook
- PowerPoint
- Public Speaking
- Research
- Social Media
- Teamwork
- Time Management
Emily Margolis Summary
- Emily Margolis, based in New York, NY, US, is currently a Vice President, Head of Lifestyle Services, Family Office Practice at J.P. Morgan Private Bank. Emily Margolis brings experience from previous roles at J.P. Morgan Private Bank and Alphabet Inc.. Emily Margolis holds a Bachelor's degree @ Trinity College-Hartford. With a robust skill set that includes Customer Service, Event Planning, Facebook, Financial Analysis, Financial Planning and more. Emily Margolis has 1 emails and 1 mobile phone numbers on RocketReach.
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