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Molly is a Vice President and Lending Advisor at J.P. Morgan Wealth Management. In this role, Molly partners with our Wealth Advisors to understand client’s short and long term financial needs and structures customized, innovative liquidity plans to meet those goals and objectives. Collaborating with colleagues nationally and internationally, her focus in on delivering complex credit strategies based on a client’s balance sheet, cash flow and overall financial picture. In partnership with the WM Policy Team, Business Management and Credit Risk, Molly passionately works to further initiatives promoting consistency and accuracy, streamline internal processes and create more efficient operating models for the global WM lending practice.
Molly began her career in financial services at Wells Fargo Bank in 2006. In 2008, Molly took a position with U.S. Trust, Bank of America’s Private Wealth Management division. As an Assistant Vice President at U.S. Trust, Molly implemented investment management, trust, brokerage, and credit designs for ultra-high net worth clients. She specialized in residential real estate, managing her team’s loan portfolio, proactively working to maintain and improve portfolio quality.
Molly graduated Cum Laude from The University of Southern California with a Bachelor of Arts degree in Political Science and an Academic Minor in Advertising. She received the Scholarship Achievement Award as a member of Gamma Sigma Alpha, the National Greek Academic Honor Society, for outstanding scholarly achievement. She holds FINRA Series 7 and 66 licenses, and is a NFA registered associated person (AP).
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