Margie Betten's Location
West Palm Beach, FL, US
Margie Betten's Work
- Market Manager Palm Beach and Ft Lauderdale @ J.P. Morgan
- Midwest and West Region Trust Practice Lead @ J.P. Morgan
- Wealth Planner and Trust Officer @ Citi
- Office of the Secretary @ BNY Mellon
- OTC Derivatives @ Credit Suisse
Margie Betten's Education
- Brooklyn Law School
J.D.
- Georgetown University
B.S. (Foreign Service)
- Cardinal Newman High School WPB
- Palm Beach Day Academy
Margie Betten's Skills
- Estate Planning
- Private Banking
- Wealth Management
- Wealth Management Services
- Alternative Investments
- Asset Allocation
- Asset Managment
- High Net Worth Individuals
- Investment Management
- Investments
Margie Betten's Summary
Margie Betten, based in West Palm Beach, FL, US, is currently a Market Manager Palm Beach and Ft Lauderdale at J.P. Morgan Private Bank, bringing experience from previous roles at J.P. Morgan Private Bank, Citi, Bank of New York Mellon and Credit Suisse. Margie Betten holds a J.D. @ Brooklyn Law School. With a robust skill set that includes Estate Planning, Private Banking, Wealth Management, Wealth Management Services, Alternative Investments and more, Margie Betten contributes valuable insights to the industry. Margie Betten has 4 emails and 1 mobile phone number on RocketReach.
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