Gary Jackson

Gary Jackson Email and Phone Number

Senior Wealth Strategist at The Private Bank at PlainsCapital @ PlainsCapital Bank
dallas, texas, united states
Gary Jackson's Location
Dallas, Texas, United States, United States
Gary Jackson's Contact Details

Gary Jackson personal email

n/a
About Gary Jackson

Gary Jackson is a Senior Wealth Strategist at The Private Bank at PlainsCapital at PlainsCapital Bank. He possess expertise in asset allocation, asset management, equities, investments, portfolio management and 34 more skills.

Gary Jackson's Current Company Details
PlainsCapital Bank

Plainscapital Bank

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Senior Wealth Strategist at The Private Bank at PlainsCapital
dallas, texas, united states
Website:
plainscapital.com
Employees:
845
Gary Jackson Work Experience Details
  • Plainscapital Bank
    Senior Vice President, Senior Wealth Strategist
    Plainscapital Bank Jul 2022 - Present
    Dallas, Texas, United States
    Committed to developing bespoke financial plans and investment strategies for The Private Bank’s clients, aligning their assets with their goals.
    View
  • Mcelhenny Sheffield Capital Management
    Wealth Strategist And Portfolio Manager
    Mcelhenny Sheffield Capital Management Jul 2020 - Jul 2022
    Dallas, Texas, United States
    View
  • J.P. Morgan Private Bank
    Senior Investment Specialist, Vp
    J.P. Morgan Private Bank 2013 - 2019
    Dallas-Fort Worth Metroplex
    Provided wealth management advice and customized investment solutions for ultra-high-net-worth families, institutions, foundations and endowments.
    View
  • J.P. Morgan Private Bank
    Investment Specialist, Associate
    J.P. Morgan Private Bank 2010 - 2013
    Houston, Texas, United States
    Partnered with Senior Investors to win business and exceed revenue goals, with a focus on deepening existing client relationships.
  • J.P. Morgan Private Bank
    Portfolio Assistant
    J.P. Morgan Private Bank 2008 - 2010
    Houston, Texas, United States
    Supported a Senior PM throughout the process of managing and trading a $5 billion book of discretionary portfolios.
  • J.P. Morgan Private Bank
    Senior Account Officer
    J.P. Morgan Private Bank 2004 - 2008
    Houston, Texas Area
    Led a dedicated team functioning as the primary point of contact for all service needs of Los Angles based Private Bank clients.
    View

Gary Jackson Skills

Asset Allocation Asset Management Equities Investments Portfolio Management Series 7 Alternative Investments Mutual Funds Fixed Income Series 63 Valuation Hedge Funds Bloomberg Investment Strategies Risk Management Private Banking Strategic Financial Planning Private Equity Capital Markets Banking Due Diligence Credit High Net Worth Individuals Loans Options Credit Analysis Business Analysis Customer Service Strategic Planning Project Management Sales Process Improvement Business Strategy Management Business Development Microsoft Office Strategy Securities Investment Management

Gary Jackson Education Details

Frequently Asked Questions about Gary Jackson

What company does Gary Jackson work for?

Gary Jackson works for Plainscapital Bank

What is Gary Jackson's role at the current company?

Gary Jackson's current role is Senior Wealth Strategist at The Private Bank at PlainsCapital.

What is Gary Jackson's email address?

Gary Jackson's email address is ga****@****der.org

What schools did Gary Jackson attend?

Gary Jackson attended Texas Tech University.

What skills is Gary Jackson known for?

Gary Jackson has skills like Asset Allocation, Asset Management, Equities, Investments, Portfolio Management, Series 7, Alternative Investments, Mutual Funds, Fixed Income, Series 63, Valuation, Hedge Funds.

Who are Gary Jackson's colleagues?

Gary Jackson's colleagues are Bill Leonard, Ctfa, Cisp, Mary L., Anne Indreland, Mattie Cowan, Carly Mccollum, Tim Norman, Garrett Chiechlowski.

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