Lupita M. in

Lupita M.

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Assistant Vice President Private Client Banker/ Small Business Specialist at JPMorgan Chase Bank N.A.
📍 San Francisco Bay Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
8 Years
Current Role
Assistant Vice President Private Client Banker/ Small Business Specialist
Job Level
Senior
Location
San Francisco Bay Area, United States
Personality Overview

How Lupita shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Lupita cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

12-2022
Assistant Vice President Private Client Banker/ Small Business Specialist
JPMorgan Chase Bank N.A.
9-2022
Private Client Banker/ Small Business Specialist
JPMorgan Chase & Co.
5-2021 - 9-2022
Relationship Banker/ Small Business Specialist
JPMorgan Chase & Co.
7-2020 - 5-2021
Financial Representative
Northwestern Mutual
9-2019 - 1-2020
Growth Marketer
Getaround
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2014 - 2014
Summer Institute for General Management
Stanford University Graduate School of Business
2020 - 2020
Mathematics and Statistics
Harvard Extension School
2018 - 2018
Online
Cornell University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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