Lynn A.
Client Portfolio Manager at J.P. Morgan Asset Management
- Role
- Client Portfolio Manager at J.P. Morgan
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Lynn A.
8 years Client Portfolio Management multi-asset portfolios for Defined Contribution…
Experience
Client Portfolio Manager
Oct 2007 — Present · New York, NY, US
Client Portfolio Manager (CPM) for JPM SmartRetirement Target Date Funds. Managed by the GMAG group in JPMAM. Client interfacing role, public speaking, market positioning.
Education
Duke University - The Fuqua School of Business
MBA
1982 — 1984
Quinnipiac University
BSOT
1975 — 1979
Glastonbury High School
HS Diploma
1972 — 1975
Skills
- Series 63
- Change Management
- Leadership
- Capital Markets
- Series 7
- Deferred Compensation
- Securities
- Training
- Asset Managment
- Retirement
- Bonds
- Series 3
- Investments
- Derivatives
- Human Resources
- Leadership Development
- Asset Management
- Banking
- Mutual Funds
- Risk Management
- Investment Strategies
- Alternative Investments
- Management
- Global Human Resources Management
- Crm
- Recruiting
- Finance
- Project Management
- Business Development
- Fixed Income
- Investment Banking
- Retirement Planning
- Investment Management
- Coaching
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