Curtis Allen
Executive Director at J.P. Morgan Private Bank
- Role
- Executive Director at J.P. Morgan Private Bank
- Location
- Birmingham, MI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Executive Director
Feb 2022 — Present
I help individuals and their families preserve, build, and manage all areas of their wealth.
Education
Oakland University
Bachelor of Science (BS)
Skills
- Retail Banking
- Wealth Management
- Lines of Credit
- Finance
- Cross Selling
- Financial Services
- Banking
- Mortgage Banking
- Series 7
- Credit Cards
- Retirement Planning
- Series 63
- Financial Planning
- Branch Banking
- Credit
- Private Banking
- Financial Advisory
- Relationship Management
- Loans
- Branch Management
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.
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.