Ekta Roongta
Senior Vice President- Investments, J.P. Morgan Private Client Advisor at J.P. Morgan Wealth Management
- Role
- Senior Vice President- Investments, J P Morgan Private Client Advisor at J.P. Morgan
- Location
- Millburn, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Vice President- Investments, J P Morgan Private Client Advisor
Feb 2020 — Present · Millburn, NJ, US
Education
CFA Institute, USA
Chartered Financial Analyst (CFA) Charterholder, Finance
2005 — 2007
Institute for Divorce Financial Analysts
CDFA®, Analysis of Financial Aspects of Divorce
2022 — 2022
Institute of Management Studies, Indore
MBA, Finance
1994 — 1996
CERTIFIED FINANCIAL PLANNER™ Professional
CFP®, Financial Planning and Services
2019 — 2019
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