Stephen Bergman Email & Phone Number
Associate, Banker @ J.P. Morgan Private Bank
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Stephen Bergman Location
- Chicago, IL, US
Stephen Bergman Work
- 2024 -now Associate, Banker @
- 2022 -2024 Assistant Vice President - Wealth Management Advisor @
- 2021 -2022 Consultant @
- 2021 -2021 Financial Advisor @
- 2021 -2021 Special Needs Advocate @ Protected Tomorrows
- 2020 -2020 Portfolio Manager @
- 2018 -2020 Portfolio Manager @ Huber Financial Advisors, LLC
- 2017 -2018 Portfolio Specialist @
- 2013 -2017 Investment Trade and Research Analyst @
- 2011 -2013 Economic Research Assistant @
Stephen Bergman Education
- The Ohio State University
Bachelor of Science (B.S.) (Economics and Art History)
2009-2013
Stephen Bergman Skills
- Morningstar
- Investment Strategies
- Stock Trading
- Investment Research
- Retirement Income Strategies
- Retirement Solutions
- Rebalancing
- Public Speaking
- Sales
- Program Management
- Marketing
- Research
- Microsoft Office
Stephen Bergman Summary
- Stephen Bergman, based in Chicago, IL, US, is currently a Associate, Banker at J.P. Morgan Private Bank. Stephen Bergman brings experience from previous roles at Fifth Third Private Bank, Fiducient Advisors, Forum Financial Management, LP and Protected Tomorrows. Stephen Bergman holds a 2009 - 2013 Bachelor of Science (B.S.) in Economics and Art History @ The Ohio State University. With a robust skill set that includes Morningstar, Investment Strategies, Stock Trading, Investment Research, Retirement Income Strategies and more. Stephen Bergman has 3 emails on RocketReach.
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