Ellen Email & Phone Number
Vice President, Relationship Manager @ J.P. Morgan
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Ellen Location
- Boston, MA, US
Ellen Work
- Vice President, Relationship Manager @ (January 2024 - Present)
- Client Relationship Director @ (February 2022 - January 2024)
- Senior Client Service Associate, Associate Director @ (April 2018 - February 2022)
- Senior Private Wealth Associate @ (March 2018 - April 2018)
- Registered Client Associate @ (March 2013 - April 2014)
- Associate Project Manager (Term of Project) @ (June 2012 - December 2012)
- Registered Private Wealth Associate @ (April 2014 - March 2018)
Ellen Education
- Boston College
Bachelor of Arts (B.A.) (English and Communication Studies)
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 Bachelor of Arts (B.A.) in English and Communication Studies @ 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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