# Dax Shmidt

> Startup Banking Associate at J.P. Morgan

Location: San Francisco, California, United States
Profile: https://flows.cv/daxshmidt

Graduating from San Francisco State University with a degree in Economics, I began my career journey exploring corporate law as a file clerk before discovering my true passion in finance.

I pivoted into the financial industry through an internship with Equitable Advisors, focusing on high-net-worth wealth management. From there, I joined Chase as a Private Client Banker, where I gained hands-on experience in retail and business banking, wealth management, and mortgage lending.

I then transitioned to JP Morgan Commercial Banking, serving as a Client Service Associate in the Real Estate Banking division. In this role, I supported large-scale commercial real estate clients with credit and treasury services, building a strong foundation in client service and financial operations.

Today, I’m excited to be part of JP Morgan’s Innovation Economy / Startup Banking team, one of the firm’s fastest-growing groups dedicated to serving early-stage and high-growth technology companies. I partner with founders, investors, and innovators to provide the banking solutions and strategic guidance they need to scale.

My professional interests include financial technology, real estate, deal-making, global economics, international affairs and applied AI. I am eager to continue building expertise at the intersection of banking and innovation while driving value for clients and the broader ecosystem.

Outside of work, I’m passionate about film/TV, reading, and music—I played trumpet in an orchestra for 10 years and continue to explore instruments on my own. I care deeply about giving back through nonprofit work and volunteering, and I value building relationships across diverse backgrounds—because we all have something meaningful to contribute.

Please feel free to connect or reach out—I’m always open to new conversations and opportunities.

## Work Experience
### Startup Banking Associate @ J.P. Morgan
Jan 2025 – Present | San Francisco, California, United States

### Client Service Associate @ J.P. Morgan
Jan 2024 – Jan 2025 | San Francisco, California, United States

### Private Client Banker @ JPMorgan Chase Bank, N.A.
Jan 2023 – Jan 2024 | San Francisco, California, United States

### Intern @ Equitable Advisors
Jan 2022 – Jan 2022 | San Francisco, California, United States
Cold calling to set introduction meetings.
Shadowed VPs and high-performing advisors in their day to day.
Attended training meetings revolving around investment, retirement, tax and retirement planning. Series 7, series 66 and CIS.

### File Clerk @ Law Offices of Jeremy Pasternak
Jan 2021 – Jan 2022 | San Francisco, California, United States
Handled and processed mail in the office.
Cultivated documents in adobe acrobat.
Managed case catalogue for five attorneys as well as handling accounts payable.

### Product Design Intern @ Just Go Inc.
Jan 2021 – Jan 2021 | Irvine, California, United States
Intern at Just Go Inc., a grocery delivery service start up, where I worked directly with the CEO, CTO, CMO and co founders. I worked to bridge the gap between tech development and the managerial vision for the business. The small nature of a start-up allowed me to see various different elements of the business and was very educational.


## Education
### Bachelor's degree in Economics
San Francisco State University


## Contact & Social
- LinkedIn: https://linkedin.com/in/dax-shmidt-744619224

---
Source: https://flows.cv/daxshmidt
JSON Resume: https://flows.cv/daxshmidt/resume.json
Last updated: 2026-04-13