Therese M. McGuire
Accomplished Leader | Relationship Manager | Productive Team Builder | Risk and Compliance
- Role
- Vice President at JPMorganChase
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Therese M. McGuire
I am a highly accomplished senior leader with extensive experience with wealth management…
Experience
Vice President
Jan 2016 — Present · Chicago, IL, US
Education
Loyola University - Rome Center
Junior Year Spent in the Rome Center Campus
DePaul University
Bachelor's Degree
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.)
Skills
- Document Management
- Asset Allocation
- Banking
- Investments
- Global Custody
- Enterprise Software
- Coaching & Mentoring
- Private Banking
- Client Experience
- Business Process Improvement
- Financial Services
- Family Office
- Sales Process
- Asset Management
- Client Expectations Management
- Content Management
- Public Funds
- Wealth Management
- Sdlc
- Team Leadership
- Trade Settlement
- Communication
- Investment Oversight
- Portfolio Management
- Relationship Management
- Management
- Team Building
- Fiduciary Services
- Relationship Building
- Annual Reports
- New Business Development
- Wealth Management Services
- Sales Presentations
- Client Reporting
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.