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Chase Private Client Overview The Chase Private Client program is a private banking experience designed for those who want access to a personal banker with Chase Bank, one of the nation's leading...

With Chase Private Client Checking, you'll waive the $35 monthly service fee if you have $150,000 in all of your Chase accounts and investments.

Policygenius Hires Shepherd as Chief Financial Officer February 19, 2021 Policygenius has hired Bill Shepherd as the company’s chief financial officer. In this role, Shepherd will oversee all of the company’s finance-related functions including accounting, corporate finance, corporate and business development, financial planning and analysis, taxes and investor relations. Shepherd brings nearly 30 years of financial services experience to Policygenius. Most recently, he was the head of corporate finance at Bridgewater Associates, where he was responsibl...

Policygenius Welcomes Bill Shepherd as Chief Financial Officer Shepherd brings experience from Bridgewater Associates, J.P. Morgan, Bank of America to Policygenius leadership team News provided by Share this article NEW YORK, Feb. 17, 2021 /PRNewswire/ -- Financial services leader Policygenius announced today the hiring of Bill Shepherd as the company's Chief Financial Officer. Shepherd will oversee all the company's finance-related functions including accounting, corporate finance, corporate and business development, financial planning and analysis, taxes and investor relations. Shepherd b...