Sanya Rizvi
Executive Director JPMorgan Chase Wealth Management
- Role
- Executive Director- Market Director at JPMorganChase
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
About Sanya Rizvi
With over 25 years of experience in wealth management, I am an Executive Director at JPMorgan Chase, where I lead a team of advisors and managers to provide comprehensive financial solutions to high-net-worth clients. I hold the Wealth Management Certified Professional® credential, which demonstrates my expertise in investment planning, asset allocation strategies, and client relationship management. I also have a strong background in business consulting, having worked as a complex manager and a branch manager at Charles Schwab for more than nine years. In these roles, I oversaw the operations, compliance, and growth of multiple branches and supported the development and retention of advisors and staff. My mission is to help clients achieve their financial goals and dreams, while delivering exceptional service and value. I am passionate about learning, innovation, and collaboration, and I bring diverse perspectives and experiences to the team. I also speak French and have an executive certificate in leadership essentials from Columbia University.
Experience
Executive Director- Market Director
Sep 2023 — Present · Madison, WI, US
Education
McGill University
Bachelor's degree
Columbia University
Executive Certificate, Leadership Essentials
2014 — 2014
Skills
- Portfolio Management
- Investments
- Wealth Management
- Financial Services
- Management
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