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Ellen Location
Boston, MA, US
Ellen Work
2024 -now Vice President, Relationship Manager @
2022 -2024 Client Relationship Director @
2018 -2022 Senior Client Service Associate, Associate Director @
2018 -2018 Senior Private Wealth Associate @
2014 -2018 Registered Private Wealth Associate @
2013 -2014 Registered Client Associate @
2012 -2012 Associate Project Manager (Term of Project) @
Ellen Education
Boston College 2008-2012
University College Dublin 2011-2011
Ellen Skills
Wealth Management
Software Project Management
Chartered Financial
Team Management
401k
Stewardship
Ellen Summary
Ellen, based in Boston, MA, US, is currently a Vice President, Relationship Manager at J.P. Morgan. Ellen brings experience from previous roles at First Republic Private Wealth Management and Merrill Lynch. Ellen holds a 2008 - 2012 Boston College. With a robust skill set that includes Wealth Management, Software Project Management, Chartered Financial, Team Management, 401k and more. Ellen has 2 emails and 2 mobile phone numbers on RocketReach.
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