Rachel B Email
Vice President, Wealth Management Solutions @ J.P. Morgan
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Rachel B Location
- New York, NY, US
Rachel B Work
- Vice President, Wealth Management Solutions @ (June 2026 - Present)
- Fixed Income Specialist @ (April 2023 - June 2026)
- Financial Planning Associate, Registered Associate @ (July 2018 - April 2023)
- Swim Coach @ Morris County Swim Club (September 2013 - December 2018)
- Registered Client Service Associate @ (June 2017 - July 2018)
- Registered Sales Assistant @ Affinity Investment Services (July 2014 - June 2017)
- Head Swim Coach @ Somerset Hills Swim Club - Summer (May 2016 - August 2016)
- Program Manager - Aquatics @ North Jersey Aquatic Club (December 2012 - May 2014)
- Fixed Income Sales @ (January 2014 - April 2014)
- Office Manager and Financial Intern @ Chambous Financial Planning (March 2012 - October 2012)
Rachel B Education
- Drew University
Bachelor's degree (Economics and Psychology)
2010-2013 - County College of Morris
High School (General Studies)
2006-2010
Rachel B Summary
- Rachel B, based in New York, NY, US, is currently a Vice President, Wealth Management Solutions at J.P. Morgan. Rachel B brings experience from previous roles at E*TRADE from Morgan Stanley, Morgan Stanley, Morris County Swim Club and Raymond James. Rachel B holds a 2010 - 2013 Bachelor's degree in Economics and Psychology @ Drew University. Rachel B has 2 emails on RocketReach.
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