Mercedes Paula
Assistant Vice President Senior Private Client Banker at JPMorgan Chase Bank, N.A.
📍 New York City Metropolitan 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.
Experience
8 Years
Current Role
Assistant Vice President Senior Private Client Banker
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Mercedes cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
6-2024
Assistant Vice President Senior Private Client Banker
JPMorgan Chase Bank, N.A.
7-2023 - 6-2024
Preferred Banker
JPMorgan Chase Bank, N.A.
1-2022
Preferred Banker
First Republic
10-2021 - 7-2023
District Banker
First Republic
7-2017 - 10-2021
Branch Ambassador
Capital One
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1-2024 - 3-2026
Bachelor's degree
Southern New Hampshire University
2009 - 2013
Fashion Merchandising
Johnson & Wales University
Social presence
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