Heshan Wanigasekera

Banker Vice President - Private Bank @J.P. Morgan Private Bank

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jan 2014 — Present

Banker Vice President - Private Bank @J.P. Morgan Private Bank

View department →

Philadelphia, PA, US

J.P. Morgan Private Bank provides investment and wealth management solutions to ultra-high-net-worth families to help them protect, manage and grow their wealth across generations.Primary responsibilities include new business acquisition and current client retention, with a specific focus on advising ultra high net worth families, private business owners, corporate executives and foundations on wealth management strategies including portfolio construction, tax-efficient investment management, pre-transaction planning and trust & estate planning.

EDUCATION

N/A

Drexel University

Bachelor of Science in Business Administration (BSBA), Finance and Economics

SKILLS

ValuationAnalyticsPortfolio ManagementCompetitive AnalysisTeamworkBankingRisk ManagementLeadershipEvent PlanningFinancial ServicesOutsourcing ManagementPowerpointMicrosoft ExcelInvestmentsProcurement ManagementFactoringFixed IncomeEconomicsCreative ThinkingSapAsset ManagementData AnalysisAnalysisProcurementCreditFinancial ModelingFinanceMicrosoft OfficeAnalytical SkillsFinancial AnalysisNegotiating SkillsOrganizational DevelopmentBilling Systems - Elite EnterpriseCorporate FinanceCollections AdministrationSharepointNegotiationAccounts Receivale Management - ArcsBusiness AnalysisFinancial Analysis - Factset

ABOUT HESHAN WANIGASEKERA

Heshan is a Banker in the Philadelphia office of the J.P. Morgan Private Bank. Together with his team, he delivers wealth management services to families, private business owners, executives and foundations. A 10 -year veteran of the firm, Heshan advises clients on every aspect of wealth management across the entirety of their balance sheet. He helps develop tailored strategies to reach their individualized goals and is particularly focused on investment management, estate planning, banking and lending.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Heshan Wanigasekera — Banker Vice President - Private Bank at J.P. Morgan Private Bank in Philadelphia, PA, US | Unifers