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
- 2023 -now Market Director Wealth @
- 2015 -2023 VP - Supervisory Risk Manager JP Morgan Chase Bank NA @
- 2009 -2015 Compliance Director @
George McFarlane Education
- City University of New York-York College
Bachelor's degree (Economics)
1994-1998
George McFarlane Skills
- Securities
- FINRA
- Series 7
- Series 24
- Mutual Funds
- Insurance
- Investments
- Series 63
- Investment Advisory
- Uniform Combined State Law
- Series 65
- Financial Services
- Wealth Management
- Asset Managment
- Hedge Funds
- Broker-Dealer
- Risk Management
- AML
- Equities
- Strategic Financial Planning
- 401k
- Asset Management
- Due Diligence
- Fixed Annuities
- Portfolio Management
- Retirement Planning
- Valuation
- Financial Planning
- 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 Securities, FINRA, Series 7, Series 24, Mutual Funds and more. George McFarlane has 1 mobile phone numbers on RocketReach.
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