Kate Sweeney
Client Relationship Manager, J.P. Morgan Workplace Solutions (Formerly Global Shares) at J.P. Morgan Private Bank | New York City Metropolitan Area
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Client Relationship Manager, J.P. Morgan Workplace Solutions (Formerly Global Shares) at J.P. Morgan Private Bank in August 2021 to Present
Relationship Manager, Corporate Services at E*TRADE in November 2020 to June 2021
National Account Manager at First Investors Funds in February 2019 to May 2019
Implementation Consultant at EMPOWER Retirement, Great-West Financial in May 2015 to February 2019
Alliance Relationship Manager at ADP Retirement Services in April 2010 to April 2013
Key Accounts Manager at Schroders in March 2008 to March 2009
Assistant Vice President at US Trust in December 2005 to March 2008
Senior Consultant at New York Life Investment Management in October 2000 to December 2005
Retirement Planning Specialist at Lord, Abbett & Co. LLC in June 1998 to October 2000
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Villanova University, Bachelor of Arts - BA
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Relationship Management
Mutual Funds
Retirement Planning
401k
Financial Services
Strategic Partnerships
Retirement
Sales
Asset Management
Investments
ERISA
Leadership
Employee Benefits
Pensions
Portfolio Management
Finance
Business Development
Asset Managment
Series 6
401(k) Implementation
Management
401(k) Retirement Savings Plans
Series 63
Customer Relationship Management (CRM)
Strategy
Account Management
Microsoft Office
Salesforce.com
project managment
Contract Management
Defined Contribution
Product Strategy
National Account Management
Organization Skills
Investment Management Industry
Strategic Planning
Qualified Retirement Plans
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Discover more about J.P. Morgan Private BankWhat is Kate Sweeney email address?
Email Kate Sweeney at [email protected], [email protected] and [email protected]. This email is the most updated Kate Sweeney's email found in 2026.
What is Kate Sweeney phone number?
Kate Sweeney phone number is 908-432-5476 and 7346499709.
How to contact Kate Sweeney?
To contact Kate Sweeney send an email to [email protected], [email protected] or [email protected]. If you want to call Kate Sweeney try calling on 908-432-5476 and 7346499709.
What company does Kate Sweeney work for?
Kate Sweeney works for J.P. Morgan Private Bank
What is Kate Sweeney's role at J.P. Morgan Private Bank?
Kate Sweeney is Client Relationship Manager, J.P. Morgan Workplace Solutions (Formerly Global Shares)
What industry does Kate Sweeney work in?
Kate Sweeney works in the Financial Services industry.
Kate Sweeney Email Addresses
Kate Sweeney Phone Numbers
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