Mark Adams

Mark Adams

Managing Director/Regional Director of Wealth Management @ JPMorganChase

Country

United States

City

Atlanta Metropolitan Area

Industry

Financial Services

Skill

-

Experience

JPMorganChase

Managing Director/Regional Director of Wealth Management

JPMorganChase

LinkedIn
2022-4 - Present · 4 yrs 6 mos

Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE JPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin © 2023 JPMorgan Chase & Co. All rights reserved

JPMorganChase

Managing Director/Regional Director, Georgia/North Florida Consumer Banking

JPMorganChase

LinkedIn
2018-5 - 2022-4 · 4 yrs

Georgia/North Florida

Responsible for leading Chase retail banking and wealth management expansion efforts in North Florida and Georgia.

Bank of America Private Bank

U.S. Trust Market Executive/ Managing Director

Bank of America Private Bank

LinkedIn
2014 - 2018 · 4 yrs

Georgia/South Carolina

Responsible for overseeing the delivery of customized wealth management solutions-- including investment management, legacy planning, trust services, and custom credit-- to high net worth and ultra-high net worth individuals, families and business owners. Direct oversight of Private Banking teams in Atlanta, GA; Charleston, Greenville and Columbia, SC

Bank of America Private Bank

U.S. Trust Business Management Executive/SVP

Bank of America Private Bank

LinkedIn
2006 - 2014 · 8 yrs

Southeast Division

Business Management Executive, U.S. Trust, Bank of America Private Wealth Management Oversight of client servicing and responsibility for driving operational effectiveness throughout the Mid Atlantic and Southeastern regions of U.S. Trust. Responsible for leading several strategic initiatives to drive revenue growth, efficiency, client delight, and employee satisfaction.

Bank of America

Premier Banking and Investments Market Manager/SVP

Bank of America

LinkedIn
2000 - 2006 · 6 yrs

Greater Atlanta Area

Market Manager, Premier Banking and Investments Regional Business Support Manager, Premier Banking and Investments

Bank of America

Community Development Banking Regional Manager/SVP

Bank of America

LinkedIn
1996 - 2000 · 4 yrs

Greater Atlanta Area

Regional Manager, Business Banking- SBA Lending

Bank of America

Business Banking Relationship Manager/VP

Bank of America

LinkedIn
1992 - 1996 · 4 yrs

Greater Atlanta Area

Relationship Manager, Business Banking

Bank of America

Consumer Bank Manager

Bank of America

LinkedIn
1990 - 1992 · 2 yrs

Greater Atlanta Area

Consumer Bank Management Training Program, Branch Manager

Education

Clemson University

Clemson University

LinkedIn

Financial Management

Georgia State University - J. Mack Robinson College of Business

Georgia State University - J. Mack Robinson College of Business

LinkedIn

Finance

The Wharton School

The Wharton School

LinkedIn

Mark Adams's Contact Information

Email

******@***.com

Phone

(**) *** ****

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