Jeff Tanaka Email & Phone Number
Client Advisor at j.p. Morgan Private Bank @ J.P. Morgan
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Jeff Tanaka Location
- San Diego, CA, US
Jeff Tanaka Work
- 2019 -now Client Advisor at j.p. Morgan Private Bank @
- 2018 -2019 Portfolio Manager @
- 2018 -2019 Wealth Operations Manager @
- 2016 -2018 Associate Portfolio Manager @
- 2017 -2018 Regional Director - Investment Practice Strategy @
- 2013 -2016 Investment Account Manager @
- 2012 -2013 Investment Associate @
- 2007 -2012 Wealth Strategist Sales Associate @
Jeff Tanaka Education
- California State University-Long Beach
Bachelor of Arts (BA) ( Philosophy)
Jeff Tanaka Skills
- Wealth Management
- Asset Management
- Fixed Income
- Financial Analysis
- Investments
- Financial Services
- Financial Modeling
- Risk Management
- Investment Strategies
- Wealth Management Services
- Alternative Investments
- Financial Planning
- Asset Allocation
- Leadership
- Fiduciary
- Microsoft Excel
- Finance
- SAN
Jeff Tanaka Summary
- Jeff Tanaka, based in San Diego, CA, US, is currently a Client Advisor at j.p. Morgan Private Bank at j.p. Morgan. Jeff Tanaka brings experience from previous roles at Northern Trust Wealth Management. Jeff Tanaka holds a Bachelor of Arts (BA) in Philosophy @ California State University-Long Beach. With a robust skill set that includes Wealth Management, Asset Management, Fixed Income, Financial Analysis, Investments and more. Jeff Tanaka has 3 emails and 1 mobile phone numbers on RocketReach.
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