Investment Specialist Associate@ J.P. Morgan
Vero Beach, Florida, United States
Colin MacKay
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Davidson College
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FlashIntel GPTColin MacKay is an experienced Banker Associate with 8.3 years of work experience. He is skilled in Microsoft Office, Microsoft Excel, research, public speaking, and strategic planning. Currently based in Vero Beach, Florida, Colin works at J.P. Morgan Private Bank, where he advises clients on wealth management strategies, including investments, credit, banking, and trust and estate services. He graduated cum laude from Davidson College with a B.A. in Economics. Colin holds FINRA Series 7 and 63 licenses.
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About
I am currently a Banker Associate in the Boston office of J.P. Morgan Private Bank. I work with an integrated team to advise clients on all aspects of their wealth management strategy including investments, credit, banking, and trust and estate services. I graduated cum laude from Davidson College with a B.A. In Economics. During college, I was a four‐year letterman for Davidson's varsity swim team. I hold FINRA Series 7 and 63 licenses.
Work Experience
Investment Specialist Associate
Summer Analyst
Financial Services
Colin MacKay's Professional Milestones
- Investment Specialist Associate (2019-07-01~): Provided expert financial guidance, optimizing returns for clients and driving successful investment portfolios.
- Summer Analyst (2015-06-01~2015-08-01): Delivering data-driven insights to optimize decision-making and drive business growth.
Education
Economics,
Bachelors,
Bachelor Of Arts
1325376000-1451606400Skill
Microsoft Office
Microsoft Excel
Research
Public Speaking
Strategic Planning
Teamwork
Leadership
Economics
Certification
Colleagues
harish chandra
Company Owner
Paulette Kline
Company Owner
Christina HUYNH
Product Owner
Jitendra Kumar
Company Owner
Stuart Raynes
Strategic Client Relationship Management | Sales Strategies | Cross-Process Skilled Advisor | Capital Markets | Leading Strategic Relationships In Asset Management | Wealth And Asset Owner Sector
Other Named Colin MacKay
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Colin MacKay works for J.P. Morgan
Colin MacKay's role in J.P. Morgan is Investment Specialist Associate
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Colin MacKay's latest job experience is Investment Specialist Associate at J.P. Morgan
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