Jd Borg
Lead Private Wealth Portfolio Manager and Vice President
- Role
- Lead Private Wealth Portfolio Manager at Wells Fargo
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Lead Private Wealth Portfolio Manager
Sep 2022 — Present · Salt Lake City, UT, US
Education
Utah State University
Bachelor of Science (BS)
2011 — 2015
Snow College
Associate of Science (A.S.)
2008 — 2011
Richfield High School
High School Diploma
2004 — 2008
Skills
- Microsoft Word
- Time Management
- Business Writing
- Powerpoint
- Microsoft Excel
- Data Analysis
- Statistics
- Finance
- Customer Service
- Social Media
- Microsoft Office
- Business Communications
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