Jack Dolan Email

Vice President @ Summit Trail Advisors

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Jack Dolan Location

New York, NY, US

Jack Dolan Work

2024 - now Vice President @ Summit Trail Advisors
2023 - 2024 Senior Director @ J.P. Morgan
2023 - 2023 Senior Director @ First Republic Private Wealth Management

2021 - 2023 Director @ First Republic Private Wealth Management
2019 - 2021 Associate Director @ First Republic Private Wealth Management
2017 - 2019 Senior Associate @ First Republic Private Wealth Management
2015 - 2017 Associate @ First Republic Private Wealth Management
2015 - 2015 Registered Representative @ Cetera Advisors LLC
View Department
2014 - 2015 Support Specialist @ Cetera Advisors LLC

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Jack Dolan Education

High Point University
Bachelor of Science (BS) (Business Administration and Management, General)
2010 - 2014

Jack Dolan Skills

College Education Planning
Series 63
PowerPoint

Social Media
Public Speaking
Client Relations
Fixed Income
Business
Retirement Planning
Portfolio Management

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Jack Dolan Summary

Jack Dolan, based in New York, NY, US, is currently a Vice President at Summit Trail Advisors. Jack Dolan brings experience from previous roles at J.P. Morgan and First Republic Private Wealth Management. Jack Dolan holds a 2010 - 2014 Bachelor of Science (BS) in Business Administration and Management, General @ High Point University. With a robust skill set that includes College Education Planning, Series 63, PowerPoint, Social Media, Public Speaking and more. Jack Dolan has 1 emails on RocketReach.

Jack Dolan Emails

Found 1 emails

@summittrail.com

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Top Summit Trail Advisors Employees

Joseph Erigo

Chief Compliance Officer at Summit Trail Advisors

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Vice President at Summit Trail Advisors

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Principal at Summit Trail Advisors

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Family Advisor, Chief Fiduciary Counsel at Summit Trail Advisors

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