Joan Chavez
About Joan Chavez
Joan Chavez is a Staff Support professional currently working at Peapack-Gladstone Bank Private Banking in Morristown, New Jersey. She has extensive experience in the finance sector, having held various roles at JP Morgan Chase and E2W Limited.
Work at Peapack-Gladstone Bank
Joan Chavez has been employed at Peapack-Gladstone Bank since 2019, serving in the role of Staff Support. The bank has a long-standing history, having been established in 1921. Located in Morristown, New Jersey, Peapack-Gladstone Bank focuses on providing private banking services. In her current position, Chavez contributes to the operational efficiency and client support within the private banking division.
Previous Experience at E2W Limited
Prior to her current role, Joan Chavez worked at E2W Limited as a Client Manager from 2011 to 2017. During her six years in this position, she was based in New Jersey. In this role, she was responsible for managing client relationships and ensuring client satisfaction, which contributed to the company's success in the region.
Career at JP Morgan Chase
Joan Chavez has extensive experience at JP Morgan Chase, where she held multiple positions over a span of 14 years. She served as a Vice President in the Family Wealth Group from 1995 to 2001, focusing on wealth management services. Additionally, she worked as an Advisor in the Custody Private Bank from 1987 to 1995 and as a Financial Analyst from 1985 to 1987. Her roles involved financial analysis, client advisory, and wealth management.
Education and Expertise
Joan Chavez earned a Bachelor of Science degree in Finance from Fairfield University. Her educational background provides her with a solid foundation in financial principles and practices, which she has applied throughout her career in various financial services roles. Prior to attending university, she completed her secondary education at Nutley High School.