Jen Wing
SVP, Head of Investment Solutions at GeoWealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
New York, US
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
GeoWealth
-
United States
-
Financial Services
-
1 - 100 Employee
-
SVP, Head of Investment Solutions
-
Oct 2021 - 2 years 3 months
-
-
-
J.P. Morgan
-
United States
-
Financial Services
-
700 & Above Employee
-
Head of Investment Content and Digital Product, U.S. Wealth Management
-
May 2018 - Sep 2021
New York, New York, United States
-
-
Sustainable Investing Product Strategy, Asset Management
-
May 2016 - May 2018
New York, New York, United States
-
-
Product Strategy, Asset Management
-
Sep 2014 - May 2016
London, England, United Kingdom
-
-
Thematic Model Portfolios, Portfolio Management and Manager Research, International Private Bank
-
Sep 2012 - Sep 2014
London, England, United Kingdom
-
-
Thematic Model Portfolios, Portfolio Management and Manager Research, U.S. Private Bank
-
Jun 2010 - Sep 2012
New York, New York, United States
-
-
Wealth Management Rotational Program
-
Jul 2008 - Jun 2010
New York, New York, United States
-
-
Education
-
2016 - 2018
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA) -
2004 - 2008
Penn State University
Finance, International Business
Community
You need to have a working account to view this content.
Click here to join now
