Richard Aguiar
- Role
- J P Morgan Private Bank at J.P. Morgan Private Bank
- Location
- Beverly Hills, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Richard Aguiar
As a Managing Director and Team Lead at J.P. Morgan Private Bank, I deliver comprehensive…
Experience
J P Morgan Private Bank
Present
Skills
- Portfolio Management
- Consultative Selling
- Business Strategy
- Selling
- Asset Allocation
- Mutual Funds
- Investments
- Investment Strategies
- New Business Generation
- Securities
- Building Relationships
- Complex Sales
- Relationship Management
- Outsourcing
- Account Management
- Product Management
- Asset Management
- Product Design
- Developing Client Relationships
- Certified Financial Planner
- Business Development
- Wealth Management
- Trust Services
- Product Launch
- Investment Advisory
- Process Consulting
- Strategy Development
- Trust Accounting
- Practice Management
- Strategy
- Product Strategy
- Asset Managment
- New Business Development
- Large Account Sales
- Sales
- Accounting
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