Faisal Afzaal
Executive Director, Private Client Advisor at J.P. Morgan Wealth Management
- Role
- Executive Director - Private Client Advisor at J P Morgan Wealth Management at J.P. Morgan
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Faisal Afzaal
Faisal Afzaal has over 25 years of experience in financial services. Prior to this role,…
Experience
Executive Director - Private Client Advisor at J P Morgan Wealth Management
Feb 2022 — Present · Houston, TX, US
Skills
- Investments
- Portfolio Management
- Series 63
- Strategic Planning
- Hedge Funds
- Strategic Financial Planning
- Wealth
- Asset Management
- Financial Advisory
- Derivatives
- Financial Analysis
- Equities
- Microsoft Office
- Wealth Management
- Customer Service
- Valuation
- Management
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Asset Managment
- Mergers & Acquisitions
- Capital Markets
- Series 7
- Finance
- Investment Advisory
- Microsoft Excel
- Financial Planning
- Financial Modeling
- Financial Services
- Leadership
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