Paul Cheong

Private Client Banker at JPMorgan Chase Bank, N.A.

📍 Plano, Texas, 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

16 Years

Current Role

Private Client Banker

Location

Plano, Texas, 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 Paul cares about

Strategic Priorities

Topic insights and context to help personalize outreach and discovery conversations.

Career

Work history

8-2021

Private Client Banker

JPMorgan Chase Bank, N.A.

7-2018 - 8-2021

Relationship Banker

JPMorgan Chase Bank, N.A.

7-2016 - 5-2018

Account Manager

State Farm ®

3-2009 - 7-2016

Financial Professional

The Prudential Insurance Company of America

In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.

Education

1992 - 1996

Bachelor of Applied Science (BASc)

Pace University

Social presence

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