Alex Gelbert Email & Phone Number
Vice President, Private Client Advisor - Investments @ JPMorgan Chase & Co.
Alex Gelbert's Location
Sarasota, FL, US
Alex Gelbert's Work
- Vice President, Private Client Advisor - Investments @ JPMorgan Chase & Co.
- Customer Success Manager @ PandaDoc
- Associate Director @ Janus Henderson Investors
- Financial Representative @ Fidelity Investments
- Consultant @ Kuni Automotive, A Holman Enterprise
- Independent Financial Agent @ Life Insurance and Annuities Agent
- Account Executive @ Lehman Brothers
Alex Gelbert's Education
- Metropolitan State University of Denver
Alex Gelbert's Skills
- Alternative Investments
- Wealth Management
- Series 63
- Portfolio Management
- Portfolio Optimization
- Hold Series 7
- ETFs
- Investments
- Asset Management
- Investment Portfolio Design
Alex Gelbert's Summary
Alex Gelbert, based in Sarasota, FL, US, is currently a Vice President, Private Client Advisor - Investments at JPMorgan Chase Bank, N.A., bringing experience from previous roles at PandaDoc, Janus Henderson Investors U.S., Fidelity Investments and Kuni Automotive, A Holman Enterprise. Alex Gelbert holds a Metropolitan State University of Denver. With a robust skill set that includes Alternative Investments, Wealth Management, Series 63, Portfolio Management, Portfolio Optimization and more, Alex Gelbert contributes valuable insights to the industry.
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