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
- 2021 -now SVP, Head of Investment Solutions @
- 2018 -2021 Head of Investment Content and Digital Product, U.S. Wealth Management @
- 2015 -2018 Mutual Fund and ETF Product Strategy, Asset Management @
- 2012 -2015 Thematic Model Portfolios, Portfolio Management and Manager Research, International Private Bank @
- 2010 -2012 Thematic Model Portfolios, Portfolio Management and Manager Research, U.S. Private Bank @
- 2008 -2010 Wealth Management Rotational Program @
Jen Wing Education
- University of Pennsylvania - 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) @ University of Pennsylvania - 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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