Mackenzie CullensMackenzie CullensClient Associate
About Mackenzie
Mackenzie Cullens is a Client Associate at J.P. Morgan Wealth Management.
Mackenzie works closely with clients, easing their administrative needs so they can focus on their personal and professional priorities. Diligent and detail oriented, she is a skilled multi-tasker who enjoys the dynamic nature of each day, helping clients resolve their inquiries and enact a more serene approach to their lives and wealth.
Within the team, Mackenzie focuses on account onboarding, investment operations, account administration, money movement, and client communications. Outgoing by nature, she enjoys speaking with clients and learning more about them so that she can better anticipate their preferences and needs. Mackenzie offers a positive outlook, gratified to help clients tackle issues large or small. She points to her team as one of her favorite aspects of her role, proud to be part of a close-knit group that is united in their efforts to help clients succeed. A student of the markets, Mackenzie also enjoys deepening her knowledge of wealth management so she can better support clients and their families.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Mackenzie was a Registered Client Service Associate with First Republic Bank, where she worked for more than three years. Earlier, she served as a Research Analyst Intern with Oppenheimer & Co., where she worked from 2017 through 2020. Mackenzie began her banking career in 2019 with First Republic, where she was an Enterprise Risk Management Intern.
Originally from the Palm Springs area, Mackenzie moved to Marin County as a teenager and loves living in San Francisco. She earned her B.A. in Economics from the University of California, Los Angeles, where she was an Investment Banking Committee Member for Bruin Women in Business. She holds FINRA Series 7 and 66 and has successfully completed the Securities Industry Essentials®(SIE®) Exam.
Outside the office, Mackenzie enjoys doing Pilates, yoga, and Peloton. She also likes to sample the many cuisines that San Francisco has to offer and welcomes ideas for new restaurants to add to her list.
Insights
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