Celeste Leung Email & Phone Number

United States

As a Senior Vice President- Private client advisor at JP Morgan Securities, I was committed to delivering exceptional financial planning and investment management services to a diverse clientele. Over the past nine years, my role has encompassed a wide range of responsibilities aimed at helping clients achieve their financial goals.Key.

San Mateo, CA

- consistently achieve top 10% performing Investment Consultant at the organization. Sales metrics include: gross/net new assets, fixed income, advise solutions, and customer satisfaction survey- proactively retain client relationship for new businesses and expand by asking for new referrals- promote and educate the benefits and features of TD Ameritrade.