Rick Resende in

Rick Resende

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VP, Insurance Specialist at J.P. Morgan Private Bank at J.P. Morgan Private Bank
📍 Miami, Florida, United States

Rick Resende is a VP and Insurance Specialist at J.P. Morgans Private Bank, focusing on the unique needs of the UHNW segment globally. An award-winning professional with over 25 years of experience, he holds a CTFA designation. Colleagues describe him as one of the most experienced, knowledgeable, and trusted professionals in the industry.

He has been recognized as a Five Star Wealth Manager and has achieved the "Top of the Table" honor within the insurance industry.

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Experience
31 Years
Current Role
VP, Insurance Specialist at J.P. Morgan Private Bank
Job Level
Senior
Location
Miami, Florida, United States
Personality Overview

How Rick 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 Rick cares about

UHNW Insurance Solutions
Specializes in holistic, impartial insurance advice and estate planning strategies for ultra-high-net-worth clients in the U.S. and internationally.
Climate Risk
Actively discusses the impact of climate change and natural disasters on escalating home insurance costs and underwriting adjustments by insurers.
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Career

Work history

7-2023
VP, Insurance Specialist at J.P. Morgan Private Bank
J.P. Morgan Private Bank
6-2001 - 7-2023
SVP of Insurance at HSBC Private Banking
HSBC
9-1999 - 5-2001
Sales Manager
Prudential Financial
9-1997 - 9-1999
Financial Advisor
BNY Mellon
12-1994 - 8-1997
Senior Financial Consultant
California Federal Bank
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1986 - 1990
Bachelor of Science
Roger Williams University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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