J. Roberts Email & Phone Number
Equity SMA Trading Director @ J.P. Morgan Asset Management
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J. Roberts Location
- Columbus, OH, US
J. Roberts Work
- Equity SMA Trading Director @ (February 2022 - Present)
- Head of Global Portfolio Implmentation Projects - Vice President @ (June 2018 - April 2022)
- Senior Project Analyst - Vice President @ (January 2016 - June 2018)
- UMA Trading Supervisor - Associate @ (January 2014 - January 2016)
- Senior Trade Coordinator - Associate @ (July 2008 - January 2014)
- Operations Specialist @ (November 2006 - July 2008)
- Storekeeper Second Class @ U.S. Navy & Naval Reserve (August 1995 - November 2006)
J. Roberts Education
- Franklin University
Master (Business Administration)
2008-2010 - The Ohio State University
Bachelor of Arts (B.A.) (Economics)
2001-2005
J. Roberts Skills
- Process Improvement
- Unified Managed Accounts
- Management
- Portfolio Management
- Strategy
- Securities
- Trading
- Account Reconciliation
- Microsoft Office
- Accounting
- Sales
- Mutual Funds
- Equities
- Inventory Management
- Bloomberg
- Banking
- Wealth Management Services
- Asset Management
- Separately Managed Accounts
- User Acceptance Testing
- Business Development
- Business Analysis
- Risk Management
- Investments
- Wealth Management
- Analysis
- Leadership
- Wrap
- Microsoft Excel
- Sma
- Customer Service
- Managed Accounts
- Project Management
- Middle Office
J. Roberts Summary
- J. Roberts, based in Columbus, OH, US, is currently a Equity SMA Trading Director at J.P. Morgan Asset Management. J. Roberts brings experience from previous roles at J.P. Morgan. J. Roberts holds a 2008 - 2010 Master in Business Administration @ Franklin University. With a robust skill set that includes Process Improvement, Unified Managed Accounts, Management, Portfolio Management, Strategy and more. J. Roberts has 2 emails on RocketReach.
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