Robert Figueroa Email & Phone Number
Private Client Advisor and Vice President of Investments @ J.P. Morgan
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Robert Figueroa Location
- New York, NY, US
Robert Figueroa Work
- Private Client Advisor and Vice President of Investments @ (June 2025 - Present)
- AVP, Wealth Relationship Manager and Senior Analyst @ (July 2022 - June 2025)
- Assistant Vice President, Financial Solutions Advisor @ (December 2018 - July 2022)
- Relationship Manager @ (June 2015 - December 2018)
- Marine @ (June 2007 - September 2011)
Robert Figueroa Education
- New York University
(Credit Analysis)
2017 - Mount Saint Mary College
Master of Business Administration (MBA) (Business Administration and Management, General)
2016
Robert Figueroa Skills
- Relationship Banking
- Financial Advisory
- Customer Satisfaction
- Insurance
- Wealth Transfer
- Problem Solving
- Builds Relationships
- Private Clients
- Fixed-Income Investing
- Tenacious Work Ethic
- Financial Planning
- Relationship Building
- HNW
- Team Building
- Balance Sheet Review
- Teamwork
- Series 7
- KYC Verification
- Leadership
- Management
- Leadership Development
- Customer Service
- People Development
- Interpersonal Skills
- Banking
- Data Analysis
- Sales
- Client Relations
- Financial Analysis
- Finance
- Portfolio Management
- Team Leadership
- Investments
- Sales Management
- Investment Management
- Credit
- Wealth Management Services
- Securities
- Equities
- Microsoft Outlook
- Driving Results
- Veterans
- CRPC
- Hold Series 7
- Series 66
Robert Figueroa Summary
- Robert Figueroa, based in New York, NY, US, is currently a Private Client Advisor and Vice President of Investments at J.P. Morgan. Robert Figueroa brings experience from previous roles at Citi, Bank of America Merrill Lynch and United States Marine Corps. Robert Figueroa holds a New York University. With a robust skill set that includes Relationship Banking, Financial Advisory, Customer Satisfaction, Insurance, Wealth Transfer and more. Robert Figueroa has 5 emails and 2 mobile phone numbers on RocketReach.
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