Matthew Werner Email & Phone Number
Executive Director- Alternatives Client Advisor @ J.P. Morgan Asset Management
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Matthew Werner Location
- United States
Matthew Werner Work
- Executive Director- Alternatives Client Advisor @ (May 2022 - Present)
- Senior Vice President, Northeast Regional Director @ (June 2019 - May 2022)
- Vice President, Northeast Regional Director @ (June 2017 - June 2019)
- Vice President-Internal Client Advisor @ (June 2016 - July 2017)
- Associate-Internal Client Advisor @ (March 2014 - June 2016)
- Regional Consultant @ (April 2013 - March 2014)
- Associate @ (July 2008 - July 2013)
Matthew Werner Education
- Towson University
(Pre Law, Law)
2003-2007 - Towson University;Pre Law;2003 – 2007
(Pre Law)
Matthew Werner Skills
- Mutual Funds
- Investments
- Series 7
- Asset Allocation
- Series 63
- Sales
- Separately Managed Accounts
- Capital Markets
- Asset Management
- Wealth Management
- Strategic Financial Planning
- Series 65
- Risk Management
- Securities
- Alternative Investments
- Investment Strategies
- ETFs
- Separately Managed
- Account Management
- Leadership
- Marketing
- Strategic Financial
- Microsoft Office
Matthew Werner Summary
- Matthew Werner, based in United States, is currently a Executive Director- Alternatives Client Advisor at J.P. Morgan Asset Management. Matthew Werner brings experience from previous roles at Angel Oak Capital Advisors, LLC and J.P. Morgan Asset Management. Matthew Werner holds a 2003 - 2007 Towson University. With a robust skill set that includes Mutual Funds, Investments, Series 7, Asset Allocation, Series 63 and more. Matthew Werner has 6 emails and 1 mobile phone numbers on RocketReach.
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