Resumes
Resumes
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Associate Private Banker
View pageLocation:
Phoenix, AZ
Industry:
Financial Services
Work:
Morgan Stanley
Associate Private Banker
J.p. Morgan
Senior Client Service Associate
Jpmorgan Chase & Co. Feb 2007 - Jul 2010
Banker
Associate Private Banker
J.p. Morgan
Senior Client Service Associate
Jpmorgan Chase & Co. Feb 2007 - Jul 2010
Banker
Education:
University of Wisconsin - Madison 1997 - 2002
Bachelors, Bachelor of Arts, Political Science and Government, Legal Studies, Political Science, Government
Bachelors, Bachelor of Arts, Political Science and Government, Legal Studies, Political Science, Government
Skills:
Banking
Series 7
Series 63
Mutual Funds
Financial Services
Series 24
Fixed Income
Securities
Wealth Management
Asset Allocation
Equities
Credit
Mortgage Lending
Jumbo Mortgage
Lines of Credit
Management
Finance
Loans
Series 7
Series 63
Mutual Funds
Financial Services
Series 24
Fixed Income
Securities
Wealth Management
Asset Allocation
Equities
Credit
Mortgage Lending
Jumbo Mortgage
Lines of Credit
Management
Finance
Loans
Certifications:
Series 7
Series 63
Series 24
Series 63
Series 24