Emily Roman Email & Phone Number
Senior Associate @ J.P. Morgan Private Bank
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Emily Roman Location
- New York, NY, US
Emily Roman Work
- Senior Associate @ (January 2026 - Present)
- Lending Solutions Professional @ (February 2024 - Present)
- Lending Solutions Sales Assistant @ (July 2023 - January 2024)
- Professional Lending Associate @ (November 2021 - June 2023)
- CARES Act Support Team Member (Level II Triage Operations) @ (December 2019 - November 2021)
Emily Roman Education
- UC San Diego Extended Studies
ABA-Approved Paralegal Certificate
2016-2016 - Marymount Manhattan College
Bachelor of Arts (B.A.) (Sociology)
2007-2010
Emily Roman Skills
- Leadership
- Financial Advisory
- Writing
- Skating
- PowerPoint
- Websites
- International
- Market
- Public Speaking
- Art
- ICE
- Archives
- Proofreading
- Insurance
- Retirement Planning
- Manhattan
- Women'S
- Teaching
- Clubs
- Figure Skating
- New York
- Legal Writing
- Sociology
- Investments
- Foundation
- Advancement
- Communication
- Client Services
- Finance
- Series 6
- Photography
- Lead Generation
- Athletic Training
- San Diego
- Financial Services
- Athletics
- Citations
- Life Insurance
- Mutual Funds
- Skate
- Inventory
- FINRA
- International Studies
- Medicine
- Marketing
- College Savings Plans
- Lake Homes
- Legal Research
- Microsoft Excel
- Agents
- Time Management
- Trusts
- Training
- Legal
- Customer Service
- Long Term Care
- Student Financial Aid
- Financial Analysis
- Foreign Languages
- Test Preparation
- Libraries
- Philosophy
- Hispanic
- Management
- Revenue
- At Risk
- Meetings
- Estate Law
- Olympic
- Retirement
- Spanish
- Painting
- Presentations
- Tennis
- Accident
- Securities
- Competition
- Whole Life
Emily Roman Summary
- Emily Roman, based in New York, NY, US, is currently a Senior Associate at J.P. Morgan Private Bank. Emily Roman brings experience from previous roles at J.P. Morgan Private Bank, First Republic Bank and Bank of America Merrill Lynch. Emily Roman holds a 2016 - 2016 ABA-Approved Paralegal Certificate @ UC San Diego Extended Studies. With a robust skill set that includes Leadership, Financial Advisory, Writing, Skating, PowerPoint and more. Emily Roman has 2 emails and 3 mobile phone numbers on RocketReach.
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