Jen Wing Email & Phone Number
SVP, Head of Investment Solutions @ GeoWealth
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Jen Wing Location
- New York, NY, US
Jen Wing Work
- SVP, Head of Investment Solutions @ (October 2021 - Present)
- Head of Investment Content and Digital Product, U.S. Wealth Management @ (May 2018 - September 2021)
- Mutual Fund and ETF Product Strategy, Asset Management @ (May 2015 - May 2018)
- Thematic Model Portfolios, Portfolio Management and Manager Research, International Private Bank @ (September 2012 - September 2015)
- Thematic Model Portfolios, Portfolio Management and Manager Research, U.S. Private Bank @ (June 2010 - September 2012)
- Wealth Management Rotational Program @ (July 2008 - June 2010)
Jen Wing Education
- The Wharton School
Master of Business Administration (MBA)
2016-2018 - Penn State University
Finance (International Business)
2004-2008
Jen Wing Skills
- Due Diligence
- Content Strategy
- Business Strategy
- Portfolio Management
- Product Strategy
- Wealth Management Services
- Investments
Jen Wing Summary
- Jen Wing, based in New York, NY, US, is currently a SVP, Head of Investment Solutions at GeoWealth. Jen Wing brings experience from previous roles at J.P. Morgan. Jen Wing holds a 2016 - 2018 Master of Business Administration (MBA) @ The Wharton School. With a robust skill set that includes Due Diligence, Content Strategy, Business Strategy, Portfolio Management, Product Strategy and more. Jen Wing has 2 emails and 3 mobile phone numbers on RocketReach.
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