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Ed Frederick Location
Boulder, CO, US
Ed Frederick Work
Executive Director | Market Director Wealth Management @ (January 2023 - Present)
Executive Director | Market Director Wealth Management @ (March 2021 - January 2023)
Vice President - Regional Investment Specialist @ (April 2019 - March 2021)
Associate - Investment Specialist @ (December 2016 - April 2019)
Regional Sales Consultant @ (May 2015 - December 2016)
Investment Consultant @ (March 2013 - March 2015)
Investment Banking Associate (M and A) @ (November 2011 - April 2012)
Ed Frederick Education
Adelphi University
MBA
2011-2012
Adelphi University
BBA (Business Administration)
2007-2011
Ed Frederick Skills
Alternative Investments
Leadership
See 8+See Less
PowerPoint
Supervisor
Public Speaking
Deal Sourcing
Managed Futures
Portfolio Management
Data Analysis
Investments
Business Development
Finance
Asset Allocation
Financial Services
Equities
Operations
Mutual Funds
Microsoft Office
Microsoft Word
Microsoft Excel
Social Networking
Marketing
Customer Service
Management
Marketing Communications
Trading
Non Traded Reits
REIT
Options
Series 7
Telephone Skills
Ed Frederick Summary
Ed Frederick, based in Boulder, CO, US, is currently a Executive Director | Market Director Wealth Management at JPMorgan Wealth Management. Ed Frederick brings experience from previous roles at JPMorgan Wealth Management and Catalyst Funds. Ed Frederick holds a 2011 - 2012 MBA @ Adelphi University. With a robust skill set that includes Alternative Investments, Leadership, See 8+See Less, PowerPoint, Supervisor and more. Ed Frederick has 4 emails and 3 mobile phone numbers on RocketReach.
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