Sean Laverty Email & Phone Number
Vice President, Client Advisor @ J.P. Morgan Private Bank
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Sean Laverty Location
- Santa Barbara, CA, US
Sean Laverty Work
- 2022 -now Vice President, Client Advisor @
- 2019 -2022 Commercial Banking Relationship Manager @
- 2018 -2019 Financial Advisor - Wealth Brokerage Services @
- 2013 -2018 Regional Bank Private Banker @
Sean Laverty Education
- Harvard University
Master of Liberal Arts (ALM) - Harvard Extension School (Finance)
- University of Oregon
Sean Laverty Skills
- Mathematics
- Management
- Portfolio Management
- Banking
- Relationship Management
- Investments
- Negotiation
- Sourcing New Business
- Credit
- Business Relationship Management
- Customer Service
- Credit Cards
- Loans
- Insurance
- Commercial Banking
- Sales
- Business Banking
- Personal Banking
- Brokerage
Sean Laverty Summary
- Sean Laverty, based in Santa Barbara, CA, US, is currently a Vice President, Client Advisor at J.P. Morgan Private Bank. Sean Laverty brings experience from previous roles at West Coast Community Bank, Wells Fargo Advisors and Wells Fargo. Sean Laverty holds a Master of Liberal Arts (ALM) - Harvard Extension School in Finance @ Harvard University. With a robust skill set that includes Mathematics, Management, Portfolio Management, Banking, Relationship Management and more. Sean Laverty has 1 emails and 2 mobile phone numbers on RocketReach.
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