Curtis Allen
Executive Director @J.P. Morgan Private Bank
Birmingham, MI, US
EMAILS
MOBILE NUMBERS
+13•••••••42
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WORK HISTORY
Feb 2022 — Present
Executive Director @J.P. Morgan Private Bank
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I help individuals and their families preserve, build, and manage all areas of their wealth.
EDUCATION
N/A
Oakland University
Bachelor of Science (BS)
SKILLS
Retail BankingWealth ManagementLines of CreditFinanceCross SellingFinancial ServicesBankingMortgage BankingSeries 7Credit CardsRetirement PlanningSeries 63Financial PlanningBranch BankingCreditPrivate BankingFinancial AdvisoryRelationship ManagementLoansBranch Management
ABOUT CURTIS ALLEN
Executive Director at J.P. Morgan Private Bank
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