John DiPalo
Senior Vice President, Senior Client Account Manager @ J.P. Morgan Asset Management
About
With over 25 years of experience in the financial services industry, I am a Sr. Vice President, Client Account Manager, at J. P. Morgan Asset Management servicing institutional clients. I have a strong background in asset management, mutual funds, and custody services, as well as multiple financial certifications, including Series 7, 63, 3 and 24. I am passionate about delivering excellence, innovation, and value to our clients, and collaborating with diverse and talented colleagues across the organization. My mission is to help our clients achieve their long-term financial goals and to support the growth and success of our business.
United States
Cold Spring
Financial Services
Business Initiatives, KYC Verification, FINRA, Anti-Money Laundering, Account Management, Strategic Planning, Presentations, Team Building, Customer Success, Training, Business Process Improvement, Operations Management, Communication, Client Services, Customer Service, Management, Leadership, Business Development, Customer Experience, Defined Contribution
Experience
Vice President
J.P. Morgan Asset Management
New York City Metropolitan Area
Senior Vice President
Goldman Sachs
New York, NY
Head of OCIO Client Relationship Management.
Vice President
JPMorganChase
New York City Metropolitan Area
Relationship Management - Custody Services
Internal Wholesaler
JPMorganChase
New York City Metropolitan Area
Research Analyst/Mutual Fund Writer
Value Line
New York City Metropolitan Area
Education
Marist University
Finance
John DiPalo's Contact Information
Phone
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