Jon Lopresti's Location
Austin, TX, US
Jon Lopresti's Work
- Managing Director, Investment Banker @ Umergence
- Vice President, Banker @ J.P. Morgan
- Financial Advisor @ Morgan Stanley
- Senior Financial Advisor - Wealth Management Advisor @ Merrill Lynch
- Financial Advisor Associate @ Morgan Stanley Smith Barney
- Financial Consultant @ AXA Advisors, LLC
Jon Lopresti's Education
- College for Financial Planning2011 - 2014
- Kaplan University
Finance and Financial Management Services
2006 - 2007 - Taipei Language Institute - TLI
Mandarin Chinese
2001 - 2002
- SUNY Orange
Finance
1998 - 1999
Jon Lopresti's Skills
- Estate Planning
- Series 63
- Financial Advisory
- Banking
- Retirement Income Strategies
- Wealth Transfer
- Retirement Planning
- Sales
- Financial Planning
- Wealth Management Services
Jon Lopresti's Summary
Jon LoPresti, based in Austin, TX, US, is currently a Managing Director, Investment Banker at Umergence, bringing experience from previous roles at J.P. Morgan Private Bank, Morgan Stanley, Merrill Lynch and Morgan Stanley Smith Barney. Jon LoPresti holds a 2011 - 2014 College for Financial Planning. With a robust skill set that includes Estate Planning, Series 63, Financial Advisory, Banking, Retirement Income Strategies and more, Jon LoPresti contributes valuable insights to the industry. Jon LoPresti has 2 emails on RocketReach.
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