Oliver Sun Email & Phone Number

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Vice President and Wealth Planner @ (July 2023 - Present)
Associate Director @ (June 2022 - July 2023)
Manager, Wealth @ (July 2021 - June 2022)
Wealth Management Analyst @ (April 2018 - July 2021)
Alpha and Index Investment Analyst @ (July 2016 - April 2018)
Private Banking Summer Intern @ (June 2015 - July 2015)
Marketing and Business Development Intern @ (July 2014 - August 2014)

Princeton University
Bachelor’s Degree (Princeton School of Public and International Affairs)
2012-2016
Ardrey Kell High School
High School Diploma (Valedictorian)
2008-2012
Passed Level I of the CFA Program 2017

Oliver Sun, based in New York, NY, US, is currently a Vice President and Wealth Planner at J.P. Morgan. Oliver Sun brings experience from previous roles at First Republic Private Wealth Management, LSEG (London Stock Exchange Group), Morgan Stanley and Credit Suisse. Oliver Sun holds a 2012 - 2016 Bachelor’s Degree in Princeton School of Public and International Affairs @ Princeton University. Oliver Sun has 2 emails and 1 mobile phone numbers on RocketReach.