Seth Berkowitz Email & Phone Number
Executive Director - Market Director Wealth at JPMorgan Wealth Management @ J.P. Morgan
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Seth Berkowitz Location
- New York, NY, US
Seth Berkowitz Work
- Executive Director - Market Director Wealth at JPMorgan Wealth Management @ (February 2023 - Present)
- Executive Director - Market Director Wealth at JPMorgan Chase Bank N.A. @ (March 2023 - November 2024)
- VP Regional Support Lead @ (June 2022 - March 2023)
- Branch Manager @ (February 2022 - June 2022)
- VP Cluster Branch Manager @ (October 2017 - February 2022)
- VP - Premier Relationship Advisor @ (January 2016 - October 2017)
- VP - Financial Consultant @ Santander US (June 2015 - January 2017)
- AVP - Financial Solutions Advisor @ (October 2014 - June 2015)
- VP - FC @ (February 2013 - February 2014)
- CitiGold Relationship Manager @ (September 2011 - February 2013)
- VP - Financial Advisor @ HSBC Securities USA, Inc. (January 2010 - September 2011)
- VP - Finanical Advisor and Investment Sales Manager @ Chase Investment Services (December 2005 - January 2010)
- Financial Advisor @ Morgan Stanley - Individual Investor Group (November 2004 - December 2005)
- Investment Counselor @ (September 2003 - November 2004)
- Network and Systems Specialist, End-User Support Specialist, Head Supervisor @ Hofstra University - Computer Center (January 2000 - September 2003)
Seth Berkowitz Education
- Hofstra University
Bachelor of Science (Business Computer Information Systems)
1998-2002
Seth Berkowitz Skills
- Hedge Funds
- Wealth Management
- Partner Relationship
- Maltese
- Series 63
- FINRA
- Coaching
- CCNA
- Investments
- CompTIA Network+ Certified
- Series 31
- Retail Banking
- Routing and Switching
- Finance
- Series 65
- Financial Services
- Series 7
- Sales Management
- Ny and Nj Life/Health Accident Inurance Licenses
- Mutual Funds
- Series 24
Seth Berkowitz Summary
- Seth Berkowitz, based in New York, NY, US, is currently a Executive Director - Market Director Wealth at JPMorgan Wealth Management at J.P. Morgan. Seth Berkowitz brings experience from previous roles at JPMorgan Chase & Co., Citizens and HSBC. Seth Berkowitz holds a 1998 - 2002 Bachelor of Science in Business Computer Information Systems @ Hofstra University. With a robust skill set that includes Hedge Funds, Wealth Management, Partner Relationship, Maltese, Series 63 and more. Seth Berkowitz has 4 emails and 1 mobile phone numbers on RocketReach.
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