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
- Executive Director-Market Director at JP Morgan Wealth Management @ (February 2026 - Present)
- Director of Private Wealth Strategies @ (July 2021 - June 2023)
- Regional Manager @ (June 2023 - June 2024)
- Eastern Regional President Private Wealth Advisor Group @ (June 2019 - April 2021)
- Senior Director of Brokerage for the Great Lakes Region @ (June 2016 - June 2019)
- Regional Director Southeastern US @ (June 2024 - February 2026)
- Regional Brokerage Manager @ (September 2003 - June 2016)
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 Capital Investment Companies, Comerica Wealth Management 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 2 mobile phone numbers on RocketReach.
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