William Z. Email

Private Client Advisor - Vice President @ J.P. Morgan

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William Z. Location

Miami, FL, US

William Z. Work

2025 - now Private Client Advisor - Vice President @ J.P. Morgan
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2024 - 2025 Vice President - Financial Solutions Advisor @ Bank of America Merrill Lynch
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2021 - 2025 Assistant Vice President - Financial Solutions Advisor @ Bank of America Merrill Lynch
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2020 - 2021 Advisor Development Program @ Bank of America Merrill Lynch
2020 - 2020 Retail Banker @ E-Logic Info Tech Ltd
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2019 - 2020 Teller @ E-Logic Info Tech Ltd
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see less

William Z. Education

Barry University
Master of Business Administration - MBA (Finance)
2023 - 2024
Florida International University
Bachelor's degree (Finance)
2018 - 2020
University of Central Florida
(Finance)
2016 - 2018

William Z. Summary

William Z., based in Miami, FL, US, is currently a Private Client Advisor - Vice President at J.P. Morgan. William Z. brings experience from previous roles at Bank of America Merrill Lynch and TD. William Z. holds a 2023 - 2024 Master of Business Administration - MBA in Finance @ Barry University. William Z. has 1 emails on RocketReach.

William Z. Emails

Found 1 emails

@jpmorgan.com

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