Kevin Bast
Client investment specialist with the Client Welcome Group
- Role
- Client Specialist at J.P. Morgan
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
Experience
Client Specialist
Apr 2024 — Present
Welcome new and existing clients into the J.P. Morgan ecosystem through in-depth discovery conversations focused on financial needs, investment goals, and holistic planning.Educate clients on investment options, account structures, and JPMorgan’s broader financial services.Serve as a primary point of contact for onboarding, service resolution, and relationship expansion.
Education
Arizona State University
Bachelor's degree, Political Science and Government
Missouri State University
History
1983 — 1984
Arizona State University
Bachelor of Science, Political Science and Government
Skills
- Financial Planning
- Mortgage Lending
- Asset Management
- Iras
- Hedge Funds
- Customer Relations
- Securities
- Estate Planning
- Investment Management
- Series 63
- Financial Advisory
- Uniform Combined State Law
- Communication Skills
- Etfs
- High Net Worth Individuals
- Investment Advisory
- Series 66
- Investments
- Series 65
- General Insurance
- Life Insurance
- Finance
- Series 6
- Insurance
- Financial Services
- Capital Markets
- Series 7
- Wealth Management
- Customer Service
- Retirement
- Bonds
- Strategic Financial Planning
- Investment Strategies
- Alternative Investments
- Asset Allocation
- Banking
- Mutual Funds
- 401k
- Fixed Income
- Real Estate Transactions
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.