George McFarlane Email & Phone Number
Market Director Wealth @ J.P. Morgan Wealth Management
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George McFarlane Location
- New York, NY, US
George McFarlane Work
- Market Director Wealth @ (March 2023 - Present)
- VP - Supervisory Risk Manager JP Morgan Chase Bank NA @ (May 2015 - March 2023)
- Compliance Director @ (September 2009 - May 2015)
George McFarlane Education
- City University of New York-York College
Bachelor's degree (Economics)
1994-1998
George McFarlane Skills
- 401k
- AML
- Asset Management
- Asset Managment
- Broker-Dealer
- Due Diligence
- Equities
- FINRA
- Financial Planning
- Financial Services
- Fixed Annuities
- Hedge Funds
- Insurance
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Risk Management
- Securities
- Series 24
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Uniform Combined State Law
- Valuation
- Wealth Management
- Broker Dealer
George McFarlane Summary
- George McFarlane, based in New York, NY, US, is currently a Market Director Wealth at J.P. Morgan Wealth Management. George McFarlane brings experience from previous roles at J.P. Morgan Wealth Management and New York Life Insurance Company. George McFarlane holds a 1994 - 1998 Bachelor's degree in Economics @ City University of New York-York College. With a robust skill set that includes 401k, AML, Asset Management, Asset Managment, Broker-Dealer and more. George McFarlane has 1 mobile phone numbers on RocketReach.
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