Steven Flatley Email
Vice President of Investments - Private Client Advisor @ J.P. Morgan Wealth Management
Steven Flatley Location
Saint Petersburg, FL, US
Steven Flatley Work
- 2025 - now Vice President of Investments - Private Client Advisor @ J.P. Morgan Wealth Management
- 2024 - 2025 Private Client Banker @ JPMorgan Chase & Co.
- 2023 - 2024 Senior Investment Professional @ JPMorgan Chase & Co.
- 2023 - 2024 Functional Support Lead @ JPMorgan Chase & Co.
- 2022 - 2023 FADT Analyst II @ JPMorgan Chase & Co.
- 2022 - 2022 FADT Analyst I @ JPMorgan Chase & Co.
- 2021 - 2022 Head of the Investment Analyst Division @ Penn State Finance Society
- 2021 - 2022 Recruitment Chair @ Penn State Finance Society
- 2021 - 2021 Active Member @ Penn State Finance Society
- 2021 - 2021 Rotational Intern @ Valley Forge Financial Group
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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