Unifers.ai

Catherine Traylor Wilson

Vice President | Planning Consultant, Wealth Strategy - J.P. Morgan Private Advisory | J.P. Morgan Private Bank

Role
Planning Consultant, Wealth Strategy - J P Morgan Private Advisory at J.P. Morgan Private Bank
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Planning Consultant, Wealth Strategy - J P Morgan Private Advisory

    J.P. Morgan Private Bank

    Oct 2023 — Present · Plano, TX, US

Education

  • Louisiana State University

    Bachelor of Science (BS), Finance

    2011 — 2015

Skills

  • Teamwork
  • Facebook
  • Finance
  • Community Outreach
  • Social Media
  • Leadership
  • Research
  • Event Planning
  • Financial Analysis
  • Public Speaking
  • Time Management
  • Microsoft Office

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for freeSee how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Catherine Traylor Wilson — Planning Consultant, Wealth Strategy - J P Morgan Private Advisory at J.P. Morgan Private Bank in Dallas, TX, US | Unifers