Skye Taber
Managing Director, J.P. Morgan Private Bank | Strategic Financial Planning, Wealth Management, High Net Worth Investing
- Role
- Managing Director Client Advisor Private Bank Services Private Wealth Management Financial at J.P. Morgan
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Skye Taber
With 19 years of experience in Private Banking and Financial Services, I help a select…
Experience
Managing Director Client Advisor Private Bank Services Private Wealth Management Financial
Nov 2018 — Present · New York, NY, US
J.P. Morgan Private Bank services focuses exclusively on serving high net worth clients, providing access to a dedicated team of financial experts with an array of banking and wealth management solutions. As a Client Advisor, I formulate and present innovative, customized solutions through the use of a wide range of products and services, including:· investment / investment guidance· custom lending· trust services· wealth transfer strategy· banking· estate planning· generational wealth planning· liquidity event planningIf you need an expert team looking at your big picture financially, and providing proactive advice to help youachieve your goals, let’s connect.Email: s••••••••@jpmorgan.com
Education
SUNY Oneonta
Bachelor of Arts - BA
Skills
- Investments
- Retirement
- Strategic Financial Planning
- Securities
- Investment Strategies
- Alternative Investments
- Estate Planning
- Series 7
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Risk Management
- Wealth Management
- Portfolio Management
- Investment Advisory
- Series 63
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.