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 @ GeoWealth
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2018 - 2021 Head of Investment Content and Digital Product, U.S. Wealth Management @ J.P. Morgan
2015 - 2018 Mutual Fund and ETF Product Strategy, Asset Management @ J.P. Morgan

2012 - 2015 Thematic Model Portfolios, Portfolio Management and Manager Research, International Private Bank @ J.P. Morgan
2010 - 2012 Thematic Model Portfolios, Portfolio Management and Manager Research, U.S. Private Bank @ J.P. Morgan
2008 - 2010 Wealth Management Rotational Program @ J.P. Morgan
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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

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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 2 mobile phone numbers on RocketReach.

Jen Wing Emails

Found 2 emails

Jen Wing Phone Numbers

Found 4 phone numbers

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Top GeoWealth Employees

Colin Falls

CEO and Board Member at GeoWealth

Chicago, IL, US
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- geowealth.com
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Katie Genaze

SVP, Head of Marketing at GeoWealth

Chicago, IL, US
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- +1 630-854-XXXX
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Evan Lieberman

SVP, Chief Compliance Officer at GeoWealth

Chicago, IL, US
2
- gmail.com
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- +1 954-593-XXXX
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Janet Gizewski

VP, Product Manager at GeoWealth

Chicago, IL, US
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- +1 815-546-XXXX
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Justin Farmer

Senior Vice President Operations at GeoWealth

Chicago, IL, US
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Alex Stewart

VP, Portfolio Management | Head of Trading at GeoWealth

Chicago, IL, US
2
- hotmail.com
- geowealth.com
4
- +1 308-325-XXXX
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Chelsea Kmiecik

VP, Strategy at GeoWealth

New York, NY, US
2
- gmail.com
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- +1 908-309-XXXX
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Polly Matejovsky

VP, Product Manager at GeoWealth

Mokena, IL, US
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Josh Hagar

SVP, Enterprise and Partnerships at GeoWealth

Austin, TX, US
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Karen Garcia

SVP - Head of Operations at GeoWealth

Denver, CO, US
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