Zachary Millstein
Executive Director, CIMA - Client Advisor at J.P. Morgan
- Role
- Executive Director - Client Advisor at J.P. Morgan Asset Management
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Zachary Millstein
Experienced financial services wholesaler of Mutual Funds, ETF’s, Separately Managed Accounts and both Liquid/Illiquid Alternatives; Provide key account management and financial advice to large RIA’s, Bank/Trusts and Family Offices on behalf of JP Morgan Asset Management.
Experience
Executive Director - Client Advisor
Feb 2023 — Present · Denver, CO, US
Education
University of Miami Herbert Business School
BA, Finance, Accounting
2004 — 2008
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