Private Client Advisor@ JPMorgan Chase & Co.
Uniontown, Ohio, United States
Karrie Stefanov
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FlashIntel GPTKarrie Stefanov is a Private Client Advisor at JP Morgan Chase Bank N.A. with 16.7 years of experience. She specializes in series 63, investment strategies, asset management, personal financial, asset allocation, series 7, retirement planning, wealth management, and series 24. Based in the United States, Karrie has worked at JPMorgan Chase & Co. as a Private Client Advisor and at FirstMerit Bank as a Financial Consultant. Her expertise lies in providing financial services to individuals, corporations, governments, and corporations.
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About
Private Client Advisor at JP Morgan Chase Bank N.A.
Work Experience
Private Client Advisor
Financial Services
Karrie Stefanov's Professional Milestones
- Financial Consultant (2007-02-01~2013-03-01): Delivered comprehensive financial recommendations to enhance client profitability and maximize profitability.
- Private Client Advisor (2013-04-01~): Provided personalized guidance and tailored to meet client needs, fostering trust and trust.
Skill
Series 63
Investment Strategies
Investments
Asset Management
Personal Financial
Asset Allocation
Series 7
Retirement Planning
Wealth Management
Series 24
Certification
Colleagues
Mackenzie Yonce
executive director digital communications area product owner at jpmorgan chase & co
Maxwell Berman
jp morgan trust analyst | business owner | drexel university
Steven Van De Voorde
Product Owner
Brian Kissler
Database Analyst | Area Product Owner
Steve Romer
Agile Delivery Lead | Scrum Master | Product Owner | Change Agent
Other Named Karrie Stefanov
Frequently asked questions
We found 5 Karrie Stefanov's email addresses
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Karrie Stefanov's social media include: Linkedin,
Karrie Stefanov works for JPMorgan Chase & Co.
Karrie Stefanov's role in JPMorgan Chase & Co. is Private Client Advisor
Karrie Stefanov works in the industry of Financial Services
Karrie Stefanov's colleagues are Mackenzie Yonce,Maxwell Berman,Steven Van De Voorde
Karrie Stefanov's latest job experience is Private Client Advisor at JPMorgan Chase & Co.
