Todd Massey Email & Phone Number
U.S. Head of Advisor and Product Alignment, Managing Director @ J.P. Morgan Private Bank
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Todd Massey Location
- Dallas, TX, US
Todd Massey Work
- U.S. Head of Advisor and Product Alignment, Managing Director @ (July 2025 - Present)
- U.S. Head of Investments and Advice, Managing Director @ (April 2019 - July 2025)
- Regional Head of Investments, Managing Director @ (May 2009 - April 2019)
- Dallas Head of Investments, Managing Director @ (July 2007 - May 2009)
- Investment Specialist, Vice President @ (April 1997 - July 2007)
- Premium Financial Services Team Leader @ (June 1993 - April 1997)
Todd Massey Education
- Southern Methodist University - Cox School of Business
MBA
1995-1998 - Mississippi State University - College of Business and Industry
BBA
1989-1993
Todd Massey Skills
- Investments
- Wealth Management
- Risk Management
- Series 7
- Private Banking
- Series 63
- Talent Management
- Series 9
- Series 10
- Asset Management
- Portfolio Management
- Loans
- Sales Management
- Project Management
- Microsoft Office
- Financial Reporting
- Sales
- Marketing Strategy
- Strategy
- Budgets
- Finance
- Public Speaking
- Training
Todd Massey Summary
- Todd Massey, based in Dallas, TX, US, is currently a U.S. Head of Advisor and Product Alignment, Managing Director at J.P. Morgan Private Bank. Todd Massey brings experience from previous roles at J.P. Morgan Private Bank. Todd Massey holds a 1995 - 1998 MBA @ Southern Methodist University - Cox School of Business. With a robust skill set that includes Investments, Wealth Management, Risk Management, Series 7, Private Banking and more. Todd Massey has 3 emails and 2 mobile phone numbers on RocketReach.
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