Restricted Stock Specialist
Maria Freire-Crespo is an Executive Director and a member of the J.P. Morgan Wealth Management Restricted Stock Group, based in New York. Maria provides regulatory knowledge and support for control and/or restricted securities transactions. With over 25 years of control and restricted securities experience, Maria works closely with clients, their advisors and issuer counsel to help facilitate transactions for corporate executives, board members, founders and restricted stockholders to ensure executions are in compliance with SEC regulations.
Prior to her current role, Ms. Freire-Crespo served as a primary liaison between trusts and estates, sales teams and client service specialist for Liberty Street Trust (the trust company of Oppenheimer Capital).
Maria joined J.P. Morgan Securities in 1994 and has worked in the J.P. Morgan Private Bank for over 25 years. Maria holds Series 7 and 63 licenses.
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投資產品: • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務,亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險,包括可能會損失投資本金
銀行存款產品(例如支票、儲蓄及銀行貸款)及相關服務乃由摩根大通銀行(JPMorgan Chase Bank, N.A.)提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。