Mary Kennedy

Enthusiast
DISC Type : i

Product Manager at J.P. Morgan Private Bank

Chicago, Illinois, United States

Overview

Mary Kennedy is an Executive Director at J. P. Morgans Private Bank, leveraging a career built entirely within the firm. She has progressed through roles in asset management and business transformation, focusing on product operating models, pricing strategy, and enhancing client experiences. She holds Series 7 and 63 certifications and a BA from The College of Wooster.

Marys background includes international education at the Universidad de Salamanca, and she maintains an interest in study abroad programs. This suggests a passion for global perspectives and cultural immersion, which complements her work with a diverse client base in private banking.

She has advanced from a Shareholder Services Associate to an Executive Director, all within J. P. Morgan.

Personality Overview

Consensus Focused

Non-Confrontational

Amiable & Agreeable

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Business Transformation
Drove strategic initiatives for adopting product operating models to enhance organizational efficiency and impact at J. P. Morgan.
Pricing Strategy
Managed multi-year initiatives to improve fee negotiation processes and reduce reputational and financial risk in asset management.
Client Experience
Previously supported analyses and proposals to improve efficiencies and enhance the experience for institutional and global liquidity clients.

Media Appearances

Mary has no verified media appearances

Work History

5-2025
Product Manager at J.P. Morgan Private Bank
10-2021 - 4-2025
Product Office - Business Transformation Manager at J.P. Morgan Private Bank
8-2017 - 9-2021
Pricing Strategy Team - Program Manager at J.P. Morgan Asset Management
10-2015 - 8-2017
Institutional & Global Liquidity Client Service - Business Manager at J.P. Morgan Asset Management
11-2013 - 9-2015
U.S. Funds - Shareholder Services Associate at J.P. Morgan Asset Management

Education

2007 - 2011
BA from The College of Wooster
6-2010 - 8-2010
Education details unavailable from Universidad de Salamanca

More Information

Social Presence :

Prographics :

Exp : 11 Location : Chicago, Illinois, United States Job Level : Middle Designation : Product Manager at J.P. Morgan Private Bank
URL has been copied!

Insights For Selling To Mary

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Refer to interesting customer testimonials and stress on great customer experience
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mary is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Mary

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Mary move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Mary take some risk or not?

  • They can take some low-probability risks if needed.

You And Mary

Personality Compatibility


Other J.P. Morgan Private Bank Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.