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@jpmorgan.com
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Steven Stallone is listed as Private Banking at J.P. Morgan Asset Management, a company with 4066 employees, based in Newark, Delaware, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Steven Stallone.
Steven Stallone previously worked as Financial Specialist at Pnc Bank/Pnc Investments and Associate at Morgan Stanley Smith Barney. Steven Stallone holds Mba, Finance from Drexel University'S Lebow College Of Business.
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Worldclass relationship manager and client facing investment professional with 15+ years experience in sales, marketing, product management and client service. Expert in marketing and management of broad investment products to institutional, 401K, ultra high net worth and wealth management clients. High energy, dependable, trusted, positive resource for clients. Superior follow up skills, team-oriented style with extensive public speaking, client presentation and communication skills. Authored the award winning Capital Directions Asset Allocation software product for PNC.I hold a FINRA Series 7 and 63 securities licensesSpecialties: • Investment sales and marketing for institutional, 401K, ultra high net worth and wealth management clients• Significant client service and relationship management experience• Client marketing , seminars and investor communications• Product line management and development• Extensive public speaking and presentation skills• Asset Allocation software development
Listed skills include Mutual Funds, Investments, Asset Allocation, Wealth Management, and 11 others.
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Newark, DE
Partner with clients to serve as their world class private banking service representative coordinating banking, lending, investing, liquidity and trust needs with service partners within the J.P. Morgan organization.- Resolved complex trust tax and estate situation for multiple families exceeding $400 million- Collaborated to achieve new account openings.
Hockessin, DE
Partnered with clients to serve as their "Financial Concierge" providing best in class client experience by appropriately matching PNC products and services to specific customer needs based on proactive selling and profiling techniques.- Increased sales by an average of 15%- Attained an average of 25 new clients per month
Served as trusted investment advisor to clients by providing tailored solutions to help them meet their financial goals and manage long-term wealth.- Built book of 76 clients with $6.1 million under management of investments and insurance products- Developed comprehensive financial plans and cash flow models for high net worth clients- Average client size.
- Dedicated and empowered to deliver top notch sales and client service relationships- Effective problem solver with proven results at PNC Wealth Management, PNC Institutional Investments and PNC Vested Interest 401K across all product lines- Sales team (myself and one other person) generated sales of $1.134 billion in new open-end mutual fund and SMA.
Manager of Product Development
Conestoga Mutual Funds Product Manager
Investment Administration Manager
Other employees you can reach at jpmorgan.am. View company contacts for 4066 employees →
Samuel Beach, Cfa
Colleague at J.P. Morgan Asset ManagementColumbus, Ohio, United States, United States
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Kiran Mahadik
Colleague at J.P. Morgan Asset ManagementMumbai, Maharashtra, India, India
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Alexander Woodard
Colleague at J.P. Morgan Asset ManagementNew York, New York, United States, United States
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Tanaka Hiroaki
Colleague at J.P. Morgan Asset ManagementJapan, Japan
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Yi Lu
Colleague at J.P. Morgan Asset ManagementPudong, Shanghai, China, China
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Didier Lambert, Cfa
Colleague at J.P. Morgan Asset ManagementUnited Kingdom, United Kingdom
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UK
U-Wei Khew
Colleague at J.P. Morgan Asset ManagementSingapore, Singapore
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Vida Ghazavi
Colleague at J.P. Morgan Asset ManagementHong Kong SAR, Hong Kong
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Peter Stewart
Colleague at J.P. Morgan Asset ManagementPaisley, Scotland, United Kingdom, United Kingdom
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Francis Chan
Colleague at J.P. Morgan Asset ManagementHong Kong SAR, Hong Kong
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Activities and Societies: Drexel University MBA Society President 1986-1987
Activities and Societies: Emersonian Fraternity - Treasurer Emersonian Fraternity - Secretary
Quick answers generated from the profile data available on this page.
Steven Stallone works for J.P. Morgan Asset Management.
Steven Stallone is listed as Private Banking at J.P. Morgan Asset Management.
AeroLeads has found 1 work email signal at @jpmorgan.com for Steven Stallone at J.P. Morgan Asset Management.
Steven Stallone is based in Newark, Delaware, United States while working with J.P. Morgan Asset Management.
Steven Stallone has worked for J.P. Morgan Asset Management, Pnc Bank/Pnc Investments, Morgan Stanley Smith Barney, Blackrock Capital Management Corporation, and Blackrock/Pnc Institutional Management.
Steven Stallone's colleagues at J.P. Morgan Asset Management include Samuel Beach, Cfa, Kiran Mahadik, Alexander Woodard, Tanaka Hiroaki, and Yi Lu.
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Steven Stallone holds Mba, Finance from Drexel University'S Lebow College Of Business.
Steven Stallone is listed with skills including Mutual Funds, Investments, Asset Allocation, Wealth Management, Series 7, Securities, Strategic Financial Planning, and Financial Services.
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