Charles Bae
Executive Director, Market Director of Wealth
- Role
- J P Morgan at J.P. Morgan
- Location
- Queens, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Charles Bae
Highly energetic, solutions-focused Executive with 15+ years of experience driving key…
Experience
J P Morgan
Present
Education
Rutgers, The State University of New Jersey-New Brunswick
Master of Business Administration (MBA)
2003 — 2007
Rutgers University
Master of Business Administration - MBA
Skills
- Series 9
- Financial Advisory
- Uniform Combined State Law
- Health Insurance
- Capital Markets
- Series 7
- Program Management
- Asset Management
- Fixed Income
- Business Process Improvement
- Financial Planning
- Relationship Building
- Equities
- Hedge Funds
- Financial Advisor Training
- Financial Analysis
- Portfolio Management
- Etfs
- Series 65
- Series 24
- Project Management
- Series 63
- Management
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Wealth Management Services
- Series 10
- Retirement Planning
- Investment Strategies
- Alternative Investments
- Financial Services
- Wealth Management
- Investment Advisory
- Investments
- Life Insurance
- Finance
- Securities
- Customer Relationship Management (Crm)
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