Fred Walls
Managing Director @J.P. Morgan Private Bank
Washington, WA, US
EMAILS
MOBILE NUMBERS
+18•••••••92
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WORK HISTORY
Jul 2018 — Present
Managing Director @J.P. Morgan Private Bank
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Washington, DC, US
Team Lead Greater Washington, Virginia and Suburban Maryland (7/2020- 6/2024)
EDUCATION
N/A
Howard University
BS
N/A
University of Pennsylvania - The Wharton School
MBA
SKILLS
InvestmentsStrategic Financial PlanningNonprofitsStrategic PlanningAsset ManagmentAsset AllocationBankingMutual FundsNonprofit OrganizationsValuationFinancial ServicesStrategyFinancePhilanthropyWealth ManagementNon Profit ManagementFinancial ModelingAlternative InvestmentsNon-ProfitsEquitiesAsset ManagementManagementInvestment ManagementFinancial PlanningPortfolio ManagementFinancial Analysis
ABOUT FRED WALLS
Holistic Financial Planning and Investment Advisory | Global Resources | White Glove ServicePrivate Wealth | Endowments and Foundations | Association Team Lead
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