Winston C.
Private Bank - Financial Institution Group @ J.P. Morgan Private Bank | Series 6, 7, and 63
- Role
- Private Bank - Wealth Management Csa at JPMorganChase
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Winston C.
With over four years of experience in the financial services industry, I am a Wealth Management Client Service Associate at J.P. Morgan Private Bank, where I provide comprehensive support to Private Equity Mega Funds & Bankers. I have obtained the Series 6, 63, and 7 licenses, and I have developed strong skills in client relationship management, attention to detail, and proactive problem-solving. Prior to joining J.P. Morgan, I advised ultra-high net worth clients on employer-sponsored retirement plans at Vanguard, where I gained valuable exposure to the financial field. I am passionate about helping clients achieve their financial goals and exceed expectations.
Experience
Private Bank - Wealth Management Csa
Oct 2021 — Present
Education
Fox School of Business at Temple University
Bachelor of Business Administration - BBA, Business Administration and Management, General
2013 — 2018
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