Keith Greenberg Email & Phone Number
Investment Products and Advice Consultant for East Division @ JPMorgan Chase & Co.
Keith Greenberg's Location
Charlotte, NC, US
Keith Greenberg's Work
- Investment Products and Advice Consultant for East Division @ JPMorgan Chase & Co.
- Consumer Banking and Investments, Charlotte Market Leader @ Bank of America Merrill Lynch
- The Academy, Advisor Development Program Manager @ Bank of America Merrill Lynch
- Consumer Banking and Investments, Financial Solutions Advisor @ Bank of America Merrill Lynch
- US Wealth Advisory, Leadership and Wholesaler Development @ BlackRock
- US Wealth Advisory, Sales Desk Manager for Advisor Services Group and Analyst Program @ BlackRock
- US Wealth Advisory, Desk-Based Investment Wholesaler @ BlackRock
- Global Sales Desk, Investment Solutions Support @ Merrill Lynch
- Global Sales Desk, Sales Reporting and Analytics @ Merrill Lynch
Keith Greenberg's Education
- Rutgers Business School
Master of Business Administration (MBA) (Business Strategy, Finance)
- The College of New Jersey
Bachelor of Science (BS) (Finance)
- Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner (CFP®)
- Investments and Wealth Institute
Certified Investment Management Analyst (CIMA®)
Keith Greenberg's Skills
- Asset Management
- Trading
- Investments
- Fixed Income
- Mutual Funds
- Asset Allocation
- Equities
- Alternative Investments
- Financial Services
- Securities
Keith Greenberg's Summary
Keith Greenberg, based in Charlotte, NC, US, is currently a Investment Products and Advice Consultant for East Division at J.P. Morgan Wealth Management, bringing experience from previous roles at Bank of America Merrill Lynch and BlackRock. Keith Greenberg holds a Master of Business Administration (MBA) in Business Strategy, Finance @ Rutgers Business School. With a robust skill set that includes Asset Management, Trading, Investments, Fixed Income, Mutual Funds and more, Keith Greenberg contributes valuable insights to the industry. Keith Greenberg has 1 email on RocketReach.
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