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Paul Gamble is a Vice Chair at J.P. Morgan Asset Management. He possess expertise in investments, retirement, 401k, sales, defined benefit and 1 more skills.
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Vice ChairJ.P. Morgan Asset Management Sep 2024 - PresentNew York, Ny, UsProvide leadership and counsel for J.P. Morgan Asset Management Solutions -- including model portfolios, separately managed accounts, ETFs, retirement and 55ip. -
Advisor And InvestorFinancial Services, Fintech And Investment Management Jun 2017General management, distribution, marketing and product strategy. Expertise in Financial Services, FinTech and Investment Management.
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Chief Executive Officer & Board Member55Ip Sep 2017 - Sep 2024Boston, Massachusetts, Us55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip’s automated tax technology, which includes tax-smart transitions, management, and withdrawals. More information is available at https://www.55-ip.com -
Executive Vice President, Distribution & Institutional ServicesFinancial Engines Mar 2015 - Jun 2017Sunnyvale, Ca, UsLeader of distribution, institutional marketing, strategic partnerships, consultant and sponsor relationship management teams. Overall responsibility for client satisfaction, top-line revenue and client profitability. Member of the company's executive team. -
Member Of Board Of AdvisorsLearnvest Oct 2014 - May 2015New York, New York, UsLearnVest combines innovative technology with dedicated financial planners with to help make financial planning affordable and accessible. Advised the CEO and executive team on institutional and workplace distribution, marketing and product development. LearnVest was acquired by Northwestern Mutual in May 2015 in one of the biggest fintech acquisitions of the decade. -
Managing Director, Head Of F-Squared Institutional & RetirementF-Squared Investments May 2013 - Mar 2015Business Head of F-Squared Institutional & Retirement. Led all aspects of F-Squared Investments' business with defined benefit plans, defined contribution plans, endowments and foundations, as well as the firm’s institutional sub-advisory business. Member of the F-Squared Management Committee.
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Executive Vice President Of DistributionFinancial Engines 2000 - Apr 2013Sunnyvale, Ca, UsLed sales, relationship management, strategic alliances, consultant relations, institutional marketing and participant communications teams. Member of the company's executive team, Member of the company's operating committee. -
Vice President, Institutional Retirement SalesScudder Investments 1998 - 2000Defined Contribution Plans - full service and investment onlyConsultant Relations - investment and benefit consultants
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Vice President, Institutional Retirement SalesFidelity Investments 1991 - 1998Boston, Ma, UsLarge Contribution Plans - full service and investment onlyDefined Benefit Plans - investment onlyConsultant Relations - investment and benefit consultants
Paul Gamble Skills
Paul Gamble Education Details
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Harvard Business SchoolAdvanced Management Program -
Harvard Business SchoolFidelity Investment Management Institute -- Custom Program For Fidelity Investments Execs With Hbs -
The College Of WoosterPsychology
Frequently Asked Questions about Paul Gamble
What company does Paul Gamble work for?
Paul Gamble works for J.p. Morgan Asset Management
What is Paul Gamble's role at the current company?
Paul Gamble's current role is Vice Chair.
What is Paul Gamble's email address?
Paul Gamble's email address is pg****@****ail.com
What is Paul Gamble's direct phone number?
Paul Gamble's direct phone number is +140849*****
What schools did Paul Gamble attend?
Paul Gamble attended Harvard Business School, Harvard Business School, The College Of Wooster.
What skills is Paul Gamble known for?
Paul Gamble has skills like Investments, Retirement, 401k, Sales, Defined Benefit, Employee Benefits.
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