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MEMBER PROFILE

 

Nicholas Suarez

J.P. Morgan Private Bank

 

Member profile details

Membership level
Miami Individual
First name
Nicholas
Last name
Suarez
Title
Vice President, Banker
Company
J.P. Morgan Private Bank
XPX Chapter Email Lists
  • Miami News & Events
 

XPX ROLE

Leadership Role
Launch Committee, Communications
 

CONTACT INFORMATION

City
Miami
State
Florida
 

PROFILE INFORMATION

Call me when
Call me when you're ready to take your financial strategy to the next level with integrity, innovation, and a commitment to excellence.
Profession
  • Banker
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Debt
  • Employee benefits
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Finance
  • Investments
  • Investor relations
  • Mergers
  • Philanthropy
  • Private equity
  • Private placements
  • Real estate
  • Retirement
  • Risk management
Client Industry(ies)
  • Business Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Wholesale/Distribution
Professional Certification(s)
CFP, CEPA
In Business Since
2017
How to contact
(786)236-5586
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