Alan

Alan: Email & Phone Number

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Vice President - Relationship Manager at J.P. Morgan|New York, New York, United States

Position:

Vice President - Relationship Manager at J.P. Morgan

Location:

New York, New York, United States

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Last updated: 2026-10-21
Updated: 2026-10-21

Found email addresses for Alan:

Business emails:
*s*@firstrepublic.com,
a*****o@jpmorgan.com

Found phone for Alan:

Prospect analytics

Current work details
DepartmentFinancial Services
Availability
TimezoneEST
Best time to contact12:00 PM – 4:00 PM
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Work Experience 16 years

Vice President - Relationship Manager at J.P. Morgan

Feb 2026 - Current

Senior Registered Client Associate at J.P. Morgan

Jul 2023 - Feb 2026

Senior Registered Client Service Associate at First Republic Private Wealth Management

Feb 2019 - Jun 2023

Officer - Senior Registered Client Associate at Wells Fargo Advisors

Feb 2019 - Feb 2019

Officer - Registered Client Associate at Wells Fargo Advisors

Mar 2018 - Jan 2019

Registered Client Associate at Wells Fargo Advisors

Feb 2016 - Mar 2018

Registered Client Service Associate - Wealth Management at Morgan Stanley

Feb 2013 - Feb 2016

Client Service Associate - Wealth Management at Morgan Stanley

Jun 2011 - Feb 2013

Intern - Wealth Management at Morgan Stanley

Sep 2010 - Jun 2011

Alan started working in 2010, then the employee has changed 3 companies and 8 jobs. On average, Alan works for one company for 1 year 9 months.

Alan holds Accredited Investment Fiduciary® - AIF®, Series 66, and Series 7 certifications.

Education

Bachelor of Business Administration - BBA at Zicklin School of Business

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