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Kimia Vassetizadeh
Mid-level private wealth professional specializing in UHNW portfolio construction
JPMorgan ChaseUC IrvineNew York, NY5 Years ExperienceMid LevelWorks On-Site
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Experience
Financial Institutions Group - Private Banking Senior AssociateJPMorgan Chase · Jul 2023 – Present
Financial Institutions Group - Private Banking AnalystJPMorgan Chase · Jul 2021 – Jul 2023
Financial Literacy InternUC Irvine Center for Investment and Wealth Management · Jun 2020 – May 2021internship
Revenue & Sales Strategy Summer InternOtomo Enterprise · Jun 2020 – Sep 2020internship
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Education
UC Irvinebachelor, Business Administration - Finance, Organization & Management (2021)
Skills
Risk managementMentoringMicrosoft WordMicrosoft PowerPointMicrosoft ExcelC#PythonPrivate wealth managementPortfolio constructionCapital deploymentPublic marketsPrivate marketsAlternative investmentsVenture capitalPrivate equity
Languages
EnglishFarsiFrenchArabicAzerbaijani
Certifications
Series 7Series 66SIELife Insurance
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