Jc Duque Email & Phone Number

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Senior Vice President, Wealth Advisor | Trust Officer @ (April 2021 - Present)
Senior Wealth Advisor @ (February 2020 - October 2020)
Vice President, Wealth Advisor, Regions Private Wealth Management @ (March 2015 - February 2020)
Vice President, Wealth Management High Net Worth Banker @ (November 2010 - March 2015)
j.p. Morgan Private Bank @ (February 2000 - May 2010)

Private Banking
Credit Derivatives
Banking Relationships
Portfolio Management
Wealth Management
Treasury Management
Cash Management
Credit
Asset Allocation
Series 7
Risk Management
Investment Strategies
Series 63
High Net Worth Individuals
Emerging Markets
Bonds
Private Equity
Asset Management
Banking
Equities
Fixed Income
Analytical Skills
Business Development
Business Owner Exit Strategies
Customer Relationship Management (CRM)
Drive Change
Family Office Solutions
Financial Advisory
Investments
Leadership
Marketing
Multicultural global advisor | Wealth management | Private banking | Family office | Exit strategies | Lending | Cash management | Leadership | Relationship management | Strategic & sales proficiency | Business and fiduciary risk management | Asset allocation & Investments
Presentation Skills
Presentations
Private Bank
Retirement Solutions
Sales
Sales Management
Spreadsheets
Teamwork
Wealth Management Services
Wealth Preservation Planning
Wealth Transfer

Jc Duque, based in Austin, TX, US, is currently a Senior Vice President, Wealth Advisor | Trust Officer at Broadway Bank. Jc Duque brings experience from previous roles at TCG Group Holdings, Llp., Regions Bank, Bank of America and j.p. Morgan. Jc Duque holds a Bachelor Of Arts in Business Administration @ Universidad Metropolitana. With a robust skill set that includes Private Banking, Credit Derivatives, Banking Relationships, Portfolio Management, Wealth Management and more. Jc Duque has 3 emails and 6 mobile phone numbers on RocketReach.