Private Banker@ J.P. Morgan Private Bank
Greater Chicago Area
Doug Leister
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Harvard Business School
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Tell me more about Doug Leister?
FlashIntel GPTDoug Leister is a proven investment professional with 27.9 years of experience in asset allocation, wealth management, and alternative investments. Based in Chicago, Illinois, he has a strong background in finance and portfolio management. Doug is skilled in educating sophisticated clients on advanced planning strategies and investment concepts. He has a proven track record of building trusted relationships and helping clients. With a passion for helping others, Doug has held various leadership positions in reputable institutions such as J.P. Morgan, Bridgewater Associates, and Bernstein Private Wealth Management.
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About
Proven investment professional with a track record of educating sophisticated clients on advanced planning strategies and investment concepts. Skilled at building trusted relationships as a problem solver with a sincere interest in helping clients.
Work Experience
Private Banker
Private Banker
Financial Services
Doug Leister's Professional Milestones
- Marketing Manager (1996-01-01~2000-01-01): Developed and executed successful marketing campaigns, increasing brand awareness and driving customer acquisition.
- Sales Director (2005-01-01~2008-01-01): Achieved record-breaking sales performance, driving revenue growth and market expansion.
Education
Management,
Master Of Business Administration,
Masters,
General Management
946684800-1009843200Skill
Asset Allocation
Wealth Management
Alternative Investments
Finance
Portfolio Management
Hedge Funds
Business Development
Entrepreneurship
Strategy
Risk Management
Marketing
Private Banking
Business Strategy
Inflation
New Business Development
Multi Generational Wealth Transfer
Wealth Preservation
Certification
Colleagues
Tomas Pierucci
head of tech vertical group at jp morgan | founder | advisor & mentor
Frances Ha
Product Manager | Product Owner
Esha Patel
kyc product owner at j p morgan international private bank
Peishan Chen
project manager | lean six sigma practitioner | scrum master & product owner | 15+ years banking experience
Andrea Ceballos
product owner at j p morgan private bank
Other Named Doug Leister
Frequently asked questions
We found 2 Doug Leister's email addresses
We found 1 Doug Leister's phone numbers
Doug Leister's social media include: Linkedin,
Doug Leister works for J.P. Morgan Private Bank
Doug Leister's role in J.P. Morgan Private Bank is Private Banker
Doug Leister works in the industry of Financial Services
Doug Leister's colleagues are Tomas Pierucci,Frances Ha,Esha Patel
Doug Leister's latest job experience is Private Banker at J.P. Morgan Private Bank
Doug Leister's latest education in Harvard Business School
