2025 -now Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management @
2024 -2024 Sr. Operations Associate @
2022 -2023 Vice President @
2021 -2021 Account Manager @
2018 -2020 Account Specialist, U.S. GWM Strategic Accounts @
2016 -2017 Internal Advisor Consultant @
2010 -2016 Sales Associate @
2007 -2010 Specialist @
2007 -2008 Client Service Representative @
2005 -2005 Intern @
2004 -2004 Intern @ Wachovia
2003 -2003 Intern @ N.J. Cardinals
Christopher Curcio Education
Union College
Bachelor of Arts (B.A.) (Economics)
2002-2006
Blair Academy 1998-2002
Christopher Curcio Skills
Direct Sales
Written Communication
Business Planning
Customer Engagement
Group Management
Strategic Leadership
Executive Visibility
Enterprise Relationship Management
New Business Development
Writing
Sales and Marketing
Customer Relationship Management (CRM)
Business Strategy
Business Development
Strategy
Equities
Fixed Income
Series 7
Investments
Capital Markets
Financial Markets
Alternative Investments
Financial Services
Microsoft Office
Sales
Hedge Funds
Relationship Management
Mutual Funds
Bonds
Microsoft Excel
Structured Products
ETFs
Series 66
CIMA
Client Relationship Management
Account Management
National Accounts
Product Marketing
Financial Institutions
Due Diligence
Communication
Asset Management
National Account Management
RFP
Presentations
Relationship Building
Microsoft PowerPoint
Project Management
Wealth Management
Marketing
Christopher Curcio Summary
Christopher Curcio, based in New York, NY, US, is currently a Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan. Christopher Curcio brings experience from previous roles at New York Life Investments and PIMCO. Christopher Curcio holds a 2002 - 2006 Bachelor of Arts (B.A.) in Economics @ Union College. With a robust skill set that includes Direct Sales, Written Communication, Business Planning, Customer Engagement, Group Management and more. Christopher Curcio has 2 emails and 1 mobile phone numbers on RocketReach.
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