Financial Education Specialist
JP Morgan
Total des années d'expérience :15 years, 5 Mois
- Advised with asset allocation
- Developed marketing strategies
- Lead, serviced, and maintained 401(k) plans
- Advised participants on investment choices
- Determined suitable risk for clients
- Managed portfolios for Mid-Cap companies
- Consulted clients on investment choices
- Solicited new business
- Made financial/ risk recommendations
- Developed future exponential models