Steve McKenzie Email & Phone Number
Executive Director-Market Director at JP Morgan Wealth Management @ J.P. Morgan
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Steve McKenzie Location
- Charleston, SC, US
Steve McKenzie Work
- 2026 -now Executive Director-Market Director at JP Morgan Wealth Management @
- 2024 -2026 Regional Director Southeastern US @
- 2023 -2024 Regional Manager @
- 2021 -2023 Director of Private Wealth Strategies @
- 2019 -2021 Eastern Regional President Private Wealth Advisor Group @
- 2016 -2019 Senior Director of Brokerage for the Great Lakes Region @
- 2003 -2016 Regional Brokerage Manager @
Steve McKenzie Education
- Marshall University
Bachelors of Science (Finance)
1980-1984
Steve McKenzie Skills
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Customer Service
- PowerPoint
- English
- Windows
- Research
- Outlook
- Teaching
- Photoshop
- Public Speaking
- Portfolio Management
- Risk Management
- Strategic Planning
- Financial Services
- Management
- Investments
- Retirement Planning
- Mutual Funds
- Leadership
- Team Building
- Sales
- Business Analysis
Steve McKenzie Summary
- Steve McKenzie, based in Charleston, SC, US, is currently a Executive Director-Market Director at JP Morgan Wealth Management at J.P. Morgan. Steve McKenzie brings experience from previous roles at Comerica Wealth Management, Capital Investment Companies and Wells Fargo Advisors. Steve McKenzie holds a 1980 - 1984 Bachelors of Science in Finance @ Marshall University. With a robust skill set that includes Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint and more. Steve McKenzie has 1 emails and 1 mobile phone numbers on RocketReach.
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