Robert

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Executive Director, Wealth Management Lending at J.P. Morgan|Philadelphia, Pennsylvania, United States

Position:

Executive Director, Wealth Management Lending at J.P. Morgan

Location:

Philadelphia, Pennsylvania, United States

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Last updated: 2026-05-28
Updated: 2026-05-28

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Work Experience 15 years

Executive Director, Wealth Management Lending at J.P. Morgan

Jul 2014 - Current

Analyst, Client Service at J.P. Morgan

Jun 2011 - Jul 2014

Robert started working in 2011, then the employee has changed 1 job. On average, Robert works for one company for 7 years 6 months.

Robert is proficient in English and Spanish. Their professional focus is Asset Allocation, Asset Management, and Banking across 3 core areas.

Robert holds Series 24, Series 66, and Series 7 certifications.

Education

Bachelor’s Degree at University of Delaware

Master of Business Administration (M.B.A.) at University of Delaware

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