John Albertson
Vice President - Client Advisor, Advisor Resource Team at J.P. Morgan Funds at J.P. Morgan Asset Management
- Role
- Vice President - Client Advisor, Advisor Resource Team, J P Morgan Funds at J.P. Morgan Asset Management
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About John Albertson
Focus on providing consultative support for advisors, by-Arming advisors with intellectual capital to enhance client interactions-Helping advisors build better portfolios through J.P. Morgan Funds’ holistic approach to asset management-Delivering specialized training for advisors on the markets-Giving advisors access to our portfolio managers and strategists
Experience
Vice President - Client Advisor, Advisor Resource Team, J P Morgan Funds
Jan 2018 — Present · Columbus, OH, US
Arming advisors with intellectual capital to enhance client interactions-Helping advisors build better portfolios through J.P. Morgan Funds’ holistic approach to asset management-Delivering specialized training for advisors on the markets-Giving advisors access to our portfolio managers and strategists
Education
The Ohio State University, Fisher College of Business
Bachelor of Science, Business Administration; Finance
2004 — 2009
The Ohio State University Fisher College of Business
Business Administration, Finance
2004 — 2009
Skills
- 529 Plans
- Series 7
- Competitive Positioning
- Economic Knowledge
- Financial Planning
- Presentation Skills
- Series 63
- Finance
- Investment Management
- Mutual Funds
- Microsoft Word
- Retirement Planning
- Consultative Sales Professional
- Microsoft Office
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