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Ed Frederick Location
Boulder, CO, US
Ed Frederick Work
2023 -now Executive Director | Market Director Wealth Management @
2021 -2023 Executive Director | Market Director Wealth Management @
2019 -2021 Vice President - Regional Investment Specialist @
2016 -2019 Associate - Investment Specialist @
2015 -2016 Regional Sales Consultant @
2013 -2015 Investment Consultant @
2011 -2012 Investment Banking Associate (M and A) @
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 Chase & Co. 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 5 emails and 3 mobile phone numbers on RocketReach.
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