Helen Sun Email & Phone Number
Vice President @ J.P. Morgan
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Helen Sun Location
- New York, NY, US
Helen Sun Work
- Vice President @ (October 2020 - Present)
- Relationship Banker @ JPMorgan Chase Bank N. A. (April 2019 - October 2020)
Helen Sun Education
- SMU Cox School of Business
Master of Business Administration - MBA (Finance, General)
2017-2018 - University of Illinois Urbana-Champaign
Bachelor's degree (Economics)
2010-2014
Helen Sun Skills
- Annuities
- Asset Allocation Strategies
- Bloomberg Terminal
- Budget Strategies
- College Planning Strategies
- Customer Service
- Employee Benefits
- Executive Benefits Planning
- Financial Analysis
- Financial Consulting
- Financial Modeling
- Financial Services
- Guaranteed Income Strategies
- Insurance Planning
- Insurance Services
- Investment Management
- Mathematica
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Mutual Funds
- Public Speaking
- R
- Retirement Planning
- Stata
- Teamwork
- Wealth Management
Helen Sun Summary
- Helen Sun, based in New York, NY, US, is currently a Vice President at J.P. Morgan. Helen Sun brings experience from previous roles at JPMorgan Chase Bank N. A.. Helen Sun holds a 2017 - 2018 Master of Business Administration - MBA in Finance, General @ SMU Cox School of Business. With a robust skill set that includes Annuities, Asset Allocation Strategies, Bloomberg Terminal, Budget Strategies, College Planning Strategies and more. Helen Sun has 3 emails and 4 mobile phone numbers on RocketReach.
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