Andy Clark
Private Client Investment Associate with J.P. Morgan Wealth Management
- Role
- Private Client Investment Associate at JPMorganChase
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Private Client Investment Associate
Sep 2023 — Present · Dallas, TX, US
Education
Trinity Christian Academy
Diploma
1989 — 1992
Abilene Christian University
Bachelor, Business Administration; Financial Management
1992 — 1996
Skills
- Microsoft Office
- Internet
- Business Strategy
- Strategic Communications
- Strategic Partnerships
- New Business Development
- Cold Calling
- Warm Calling
- Referral Networking
- Establish C Suite Relationships
- Salesforce.com
- Microsoft Crm
- Sharepoint
- Fundraising
- Donor Development
- B2b
- Crm
- Marketing
- Direct Marketing
- Strategic Planning
- Account Management
- Higher Education
- Nonprofits
- Sales
- Leadership Development
- Enrollment Management
- Leadership
- E-Learning
- Marketing Strategy
- Distance Learning
- Investments
- Customer Service
- Account Management Programs
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