Joan Chavez Email & Phone Number
Client Services Officer @ Peapack-Gladstone Bank | Private Banking since 1921
Joan Chavez's Location
Mountain Lakes, NJ, US
Joan Chavez's Work
- Client Services Officer @ Peapack-Gladstone Bank | Private Banking since 1921
- Staff Support @ Peapack-Gladstone Bank | Private Banking since 1921
- Client Manager @ E2W
- Vice President Family Wealth Group @ JPMorgan Chase & Co.
- Advisor Custody Private Bank @ JPMorgan Chase & Co.
- Financial Analyst @ JPMorgan Chase & Co.
Joan Chavez's Education
- Fairfield University
BS (Finance)
- Nutley High School
Joan Chavez's Skills
- Financial Services
- Relationship Management
- CRM
- Portfolio Management
- Risk Management
- Business Development
- Salesforce.com
- Account Management
- Management
- Finance
Joan Chavez's Summary
Joan Chavez, based in Mountain Lakes, NJ, US, is currently a Client Services Officer at Peapack-Gladstone Bank | Private Banking since 1921, bringing experience from previous roles at Peapack-Gladstone Bank Private Banking since 1921, E2W Limited, JP Morgan Chase and The Chase Manhattan Bank. Joan Chavez holds a BS in Finance @ Fairfield University. With a robust skill set that includes Financial Services, Relationship Management, CRM, Portfolio Management, Risk Management and more, Joan Chavez contributes valuable insights to the industry. Joan Chavez has 2 emails on RocketReach.
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