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Sharon Carson is listed as Retirement Insights Strategist at J.P. Morgan Asset Management, CRPC® at J.P. Morgan Asset Management, a company with 5517 employees, based in Newtown, Pennsylvania, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Sharon Carson.
Sharon Carson previously worked as Executive Director, Retirement Insights Strategy at J.P. Morgan Asset Management and Vice President, Personal Retirement Solutions at Merill Lynch Wealth Management. Sharon Carson holds Mba, Business Administration And Management, General from Columbia University In The City Of New York.
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AeroLeads found 1 current-domain work email signal for Sharon Carson. Compare company email patterns before reaching out.
Senior Professional: Retirement Strategy, Thought Leadership & Product DevelopmentSubject matter expert with track record of content development and implementing retirement strategies and service offerings for financial service firms.• Subject matter expert: one of the authors of J.P. Morgan’s Guide to Retirement and seminars on complex retirement planning topics that helps the Sales organization deepen client relationships• Skilled presenter: highly rated, in-demand speaker for various client types• Analytic thinker: successful collaboration with quantitative strategists to create key insights used in thought leadership to engage retail wealth management and plan sponsor clients• Expert source: cited in press articles, authored articles and posts to raise brand awareness• Manager: managed a team of seven to complete a major retirement tool build and managed a team of six to deliver highly rated client events
Listed skills include Financial Advisory.
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New York City Metropolitan Area
Develop and deliver retirement insights for financial advisors, insurance wholesalers of sub-advisory partners, consultants, and plan sponsors.Content is intended for institutional/wholesale/professional clients and qualified investors only (not for retail investors) as defined by local laws and regulations. J.P. Morgan Asset Management is the brand for.
Developed content to support financial planning by wealth management advisors. Managed a staff of seven that oversaw retirement income and IRA tools.
Researched topics of strategic importance for the senior executive in charge of the institutional retirement business ($197 billion in assets) and worked with her staff to develop the business plan. Managed client events with a staff of six and a budget of $4 million.
Led cross-functional teams to manage product development initiatives and process changes.
Provided research and analysis that supported "Outstanding" Community Reinvestment Act Ratings for the firm.
Provided research, capital expenditure analysis and proposal writing for projects. Saved $600,000 in occupancy expenses and $500,000 in capital improvements by recommending an alternative closing site that was overlooked in the original branch consolidation plan.
Other employees you can reach at jpmorgan.am. View company contacts for 5517 employees →
Jessy Z.
Colleague at J.P. Morgan Asset ManagementUnited Kingdom, United Kingdom
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Justin Sultana
Colleague at J.P. Morgan Asset ManagementSydney, New South Wales, Australia, Australia
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Jemma Ockwell, Cfa
Colleague at J.P. Morgan Asset ManagementContact Info, United States
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Muhammad Faisal
Colleague at J.P. Morgan Asset ManagementYogyakarta, Yogyakarta, Indonesia, Indonesia
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Shazia Tariq
Colleague at J.P. Morgan Asset ManagementLahore, Punjab, Pakistan, Pakistan
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Lillian Ho
Colleague at J.P. Morgan Asset ManagementHong Kong SAR, Hong Kong
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Abrar Mohammed
Colleague at J.P. Morgan Asset ManagementColnbrook, England, United Kingdom, United Kingdom
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Desiree Lam
Colleague at J.P. Morgan Asset ManagementHong Kong SAR, Hong Kong
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Vineeth Siripuram, Frm
Colleague at J.P. Morgan Asset ManagementSouth Goa, Goa, India, India
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Yi Lu
Colleague at J.P. Morgan Asset ManagementPudong, Shanghai, China, China
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Quick answers generated from the profile data available on this page.
Sharon Carson works for J.P. Morgan Asset Management.
Sharon Carson is listed as Retirement Insights Strategist at J.P. Morgan Asset Management, CRPC® at J.P. Morgan Asset Management.
AeroLeads has found 1 work email signal at @jpmorgan.com for Sharon Carson at J.P. Morgan Asset Management.
Sharon Carson is based in Newtown, Pennsylvania, United States while working with J.P. Morgan Asset Management.
Sharon Carson has worked for J.P. Morgan Asset Management, Merill Lynch Wealth Management, Merrill Lynch Wealth Management, and Jpmorgan Chase.
Sharon Carson's colleagues at J.P. Morgan Asset Management include Jessy Z., Justin Sultana, Jemma Ockwell, Cfa, Muhammad Faisal, and Shazia Tariq.
You can use AeroLeads to view verified contact signals for Sharon Carson at J.P. Morgan Asset Management, including work email, phone, and LinkedIn data when available.
Sharon Carson holds Mba, Business Administration And Management, General from Columbia University In The City Of New York.
Sharon Carson is listed with skills including Financial Advisory.
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