Abe Puerto
Head of DC Consulting at J.P. Morgan Private Bank | Katonah, New York, United States
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Head of DC Consulting at J.P. Morgan Private Bank in August 2023 to Present
Head of Retirement Plan Provider Relationship Management at UBS in January 2022 to February 2023
Executive Director, Head of Institutional Consulting at UBS in December 2020 to March 2022
Executive Director, Head of Consulting Program Management at UBS in February 2017 to December 2020
Director, Head of DC Program Management at UBS in November 2015 to November 2017
Director, UBS Select Program Manager at UBS in May 2011 to November 2015
Vice President, Retirement Services Program Manager and Senior Relationship Manager at Morgan Stanley in August 2006 to May 2011
Sales Consultant, Hybrid wholesaler at Morgan Stanley in November 2004 to August 2006
Conversion Consultant at Diversified Investment Advisors in June 2000 to November 2004
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Critical Thinking
Business Insights
Partner Relationship Management
Leadership
Communication
Data Analysis
Financial Advisory
Project Management
Business-to-Business (B2B)
Financial Analysis
Negotiation
People Management
Strategic Thinking
Analytical Skills
Problem Solving
Business Analysis
Contract Negotiation
Team Leadership
Team Management
Sales
ERISA
Collaborative Problem Solving
Program Management
Series 6
401k
Series 7
Series 63
Mutual Funds
Series 66
Group Annuities
CRPS
ARPC
Alternative Investments
Retirement
Asset Allocation
Wealth Management
Investment Advisory
FINRA
Business Development
Relationship Management
Securities
Management
Strategy
Financial Services
Investments
401(k) Retirement Savings Plans
Retirement Planning
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Discover more about J.P. Morgan Private BankWhat is Abe Puerto email address?
Email Abe Puerto at [email protected]. This email is the most updated Abe Puerto's email found in 2026.
How to contact Abe Puerto?
To contact Abe Puerto send an email to [email protected].
What company does Abe Puerto work for?
Abe Puerto works for J.P. Morgan Private Bank
What is Abe Puerto's role at J.P. Morgan Private Bank?
Abe Puerto is Head of DC Consulting
What is Abe Puerto's Phone Number?
Abe Puerto's phone (212) ***-*411
What industry does Abe Puerto work in?
Abe Puerto works in the Financial Services industry.
Abe Puerto Email Addresses
Abe Puerto Phone Numbers
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