Stephen Malek Email & Phone Number
Private Client Advisor
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Stephen Malek Location
- Cleveland, OH, US
Stephen Malek Work
- 2023 -now Private Client Advisor @ J.P. Morgan Wealth Management
- 2018 -now Financial Advisor @
- 2017 -2018 Investment Advisor @
Stephen Malek Education
- The University of Akron
(Industrial and Organizational Psychology)
2009-2012 - Wadsworth high school
(college prep)
2005-2009
Stephen Malek Skills
- Customer Experience
- Microsoft Office
- Cross Selling
- Team Building
- Series 63
- Cash Management
- Banking
- Retail Banking
- Lines Of Credit
- Credit
- Series 6
- Series 66
- Loans
- Series 7
- Sales
- Cold Calling
- Financial Markets
Stephen Malek Summary
- Stephen Malek, based in Cleveland, OH, US, is currently a Private Client Advisor at J.P. Morgan Wealth Management. Stephen Malek brings experience from previous roles at Huntington Financial Advisors and PNC. Stephen Malek holds a 2009 - 2012 The University of Akron. With a robust skill set that includes Customer Experience, Microsoft Office, Cross Selling, Team Building, Series 63 and more. Stephen Malek has 3 emails and 2 mobile phone numbers on RocketReach.
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