Insurance Product Specialist
Matt Monaco serves as Vice President, Insurance Product Specialist, delivering expert guidance and support throughout the estate planning process, including banker education and thorough proposal and policy reviews.
Before joining J.P. Morgan, Matt worked as a financial analyst for Goldman Sachs as well as an insurance specialist at Merrill Lynch/Bank of America Private Banking and Investment Group. He was also an insurance specialist at UBS Private Wealth Management, now a part of J.P. Morgan.
Matt earned his undergraduate degree in finance from the College of New Jersey and his MBA from the University of Massachusetts Amherst. He also holds his Series 7, 66, and 24 and is a Chartered Life Underwriter.
敬請提供有關您的個人資料,我們的客戶服務團隊人員將會與您聯絡。
了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料,我們的客戶服務團隊人員將會與您聯絡。
請瀏覽 FINRA Brokercheck網站以了解更多我們的公司及投資專才。
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。