Alexandra Marto
Invesment Specialist at J.P. Morgan Private Bank
- Role
- Vice President, Investment Specialist at J.P. Morgan Private Bank
- Location
- Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Alexandra Marto
Seasoned financial professional with 3 years of experience in developing recommendations for optimized portfolio management. Passionate about managing client relationships and staying current in market trends. Well versed in performing research and portfolio analysis to provide better risk-return insight. Focused and skillful self-starter with a passion to drive client satisfaction and financial growth.
Experience
Vice President, Investment Specialist
Jan 2025 — Present · Palm Beach, FL, US
Education
William & Mary
Bachelor of Business Administration - BBA, Finance
2014 — 2018
Skills
- Microsoft Excel
- Microsoft Powerpoint
- Teamwork
- Financial Analysis
- Leadership
- Microsoft Word
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