Jaquelyn Morbitzer Email & Phone Number
Client Relationship Manager @ Golconda Partners
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Jaquelyn Morbitzer Location
- New York, NY, US
Jaquelyn Morbitzer Work
- 2025 - now Client Relationship Manager @
- 2022 - 2023 Director, Training and Integration @
- 2022 - 2024 Director, PWM Business Integration @
- 2021 - 2022 Associate Director, PWM Business Integration @
- 2019 - 2021 Investment Professional @
- 2017 - 2019 Relationship Banker @
- 2017 - 2017 Personal Banker @
- 2021 - 2021 Adviser Onboarding Integration Specialist @
- 2015 - 2016 Client Relationship Manager @ Cephas Capital Partners & Advisory
- 2023 - now Director, Shared Services @
Jaquelyn Morbitzer Education
- Kent State University
Associate of Arts - AA
- NYU School of Professional Studies
Bachelor of Science - BS (Leadership and Management Studies)
Jaquelyn Morbitzer Summary
- Jaquelyn Morbitzer, based in New York, NY, US, is currently a Client Relationship Manager at Golconda Partners. Jaquelyn Morbitzer brings experience from previous roles at First Republic Private Wealth Management and JPMorgan Chase & Co.. Jaquelyn Morbitzer holds a Associate of Arts - AA @ Kent State University. Jaquelyn Morbitzer has 5 emails and 1 mobile phone numbers on RocketReach.
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