Steven Flatley Email
Vice President of Investments - Private Client Advisor @ J.P. Morgan Wealth Management
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Steven Flatley Location
- Saint Petersburg, FL, US
Steven Flatley Work
- Vice President of Investments - Private Client Advisor @ (June 2025 - Present)
- Private Client Banker @ (May 2024 - June 2025)
- Senior Investment Professional @ (June 2023 - May 2024)
- Functional Support Lead @ (March 2023 - May 2024)
- FADT Analyst II @ (November 2022 - March 2023)
- FADT Analyst I @ (July 2022 - November 2022)
- Head of the Investment Analyst Division @ Penn State Finance Society (August 2021 - July 2022)
- Recruitment Chair @ Penn State Finance Society (March 2021 - July 2022)
- Rotational Intern @ (May 2021 - August 2021)
- Active Member @ Penn State Finance Society (January 2021 - March 2021)
- Intern @ (January 2021 - January 2021)
- Kitchen Staff and delivery driver @ Circle pizza (May 2020 - August 2020)
- Kitchen Staff @ (June 2019 - August 2019)
- Snack Bar Cook @ (May 2017 - September 2017)
- Counselor @ (June 2014 - August 2016)
Steven Flatley Education
- Penn State University
Bachelor's degree (Finance)
2018-2022 - Monsignor Bonner High School
High School Diploma
2014-2018
Steven Flatley Summary
- Steven Flatley, based in Saint Petersburg, FL, US, is currently a Vice President of Investments - Private Client Advisor at J.P. Morgan Wealth Management. Steven Flatley brings experience from previous roles at JPMorganChase. Steven Flatley holds a 2018 - 2022 Bachelor's degree in Finance @ Penn State University. Steven Flatley has 1 emails on RocketReach.
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