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Jim George Location
New York, NY, US
Jim George Work
Managing Director - Head of the Chase Wealth Management Channel @ (February 2024 - Present)
Managing Director - Client Advisor @ (October 2004 - February 2024)
Vice President - Client Advisor @ (August 2002 - October 2004)
Internal Client Advisor @ (July 2000 - August 2002)
Jim George Education
The Wharton School
CIMA® Designation
2004-2004
Boston University Questrom School of Business
BSBA (Finance)
1996-2000
Jim George Skills
Business Development
PowerPoint
Account Management
Sales
Microsoft Excel
Wealth Management
Development
Jim George Summary
Jim George, based in New York, NY, US, is currently a Managing Director - Head of the Chase Wealth Management Channel at J.P. Morgan Asset Management. Jim George brings experience from previous roles at J.P. Morgan Asset Management. Jim George holds a 2004 - 2004 CIMA® Designation @ The Wharton School. With a robust skill set that includes Business Development, PowerPoint, Account Management, Sales, Microsoft Excel and more. Jim George has 2 emails and 2 mobile phone numbers on RocketReach.
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