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MEMBER PROFILE

 

Andrew Flogel

JP Morgan Private Bank

 

Member profile details

Membership level
Philadelphia Emerging Professional
First name
Andrew
Last name
Flogel
Title
Private Banker
Company
JP Morgan Private Bank
 

CONTACT INFORMATION

City
Philadelphia
State
Pennsylvania
 

PROFILE INFORMATION

Call me when
Call me when a client/prospect wants to discuss financial/estate planning, how a sale of a business will affect their plan and general wealth management, loans, and banking needs.
Why I/we support XPX
I want to learn and network.
Profession
  • Banker
  • Wealth Manager
Functional Expertise
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Equity
  • ESG
  • ESOPs
  • Estate planning
  • Investments
  • Lending
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP
In Business Since
2012
How to contact
andrew.flogel@jpmorgan.com or 215-678-8420
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