Managing Director, Head of Wealth Management Banking
Angelena is a Managing Director and Head of Wealth Management Banking, a business of J.P. Morgan. In this role, she works closely with individuals, families and advisors to understand their financial goals and objectives and to propose strategic cash management solutions to achieve those liquidity needs.
In conversation with clients and advisors, Angelena often speaks to traditional bank products such as deposit accounts and credit cards as well as other short-term options for liquidity in the investments space. She also works closely with leadership peers to develop new product strategy, client and advisor education and targeted marketing initiatives to continuously advance the client experience.
Angelena has over 15 years of experience in the financial service industry. Prior to joining J.P. Morgan, Angelena spent nine years at UBS Financial Services, where she worked in strategic product and sales roles covering equities, fixed income, structured products and alternative investments. She also spent time within UBS Investment Bank, alongside the Head of U.S. Equity Strategy research. She began her career in the firm’s Graduate Training Program.
Angelena graduated from Bucknell University with a Bachelor of Science in business administration. She holds FINRA Series 7, 66 and 24 licenses.
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