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Jackie Green

Jackie Green

Managing Director/ Senior Advisor | Fieldpoint Private

United States

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Jackie Green

Summary

Jackie Green is a seasoned financial advisor with a deep expertise in wealth management and private banking. As the Managing Director and Senior Advisor at Fieldpoint Private, Jackie provides tailored financial strategies to affluent families and entrepreneurs. With a strong background in investment planning, estate management, and asset protection, Jackie is dedicated to helping clients navigate complex financial landscapes. Previously, Jackie held a VP position at Bank of America, contributing to extensive experience in the financial sector. Known for a client-centric approach, Jackie emphasizes personalized service and strategic planning. Outside of work, Jackie is passionate about philanthropy and community engagement, reflecting a commitment to social responsibility. A strong advocate for multi-generational wealth planning, Jackie believes in empowering clients through education and informed decision-making. With a career spanning over 15 years, Jackie is well-respected in the industry for both expertise and integrity.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Jackie Green

Work Experience

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Managing Director/ Senior Advisor at

Fieldpoint Private

May 2017 - Present

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VP at

Bank of America Corporation

January 2005 - Present

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Frequently Asked Questions about Jackie Green

What is Jackie Green email address?

Jackie Green's primary email address is ******@fieldpointprivate.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jackie Green work for?

Jackie Green is a Managing Director/ Senior Advisor at Fieldpoint Private, a company specializing in Functions related to depository banking.

How can I directly contact Jackie Green?

To contact Jackie Green directly, you can use the email address ******@fieldpointprivate.com. Complete contact information is available upon registration with Muraena.

Who is Jackie Green?

Jackie Green is a seasoned financial advisor with a deep expertise in wealth management and private banking. As the Managing Director and Senior Advisor at Fieldpoint Private, Jackie provides tailored financial strategies to affluent families and entrepreneurs. With a strong background in investment planning, estate management, and asset protection, Jackie is dedicated to helping clients navigate complex financial landscapes. Previously, Jackie held a VP position at Bank of America, contributing to extensive experience in the financial sector. Known for a client-centric approach, Jackie emphasizes personalized service and strategic planning. Outside of work, Jackie is passionate about philanthropy and community engagement, reflecting a commitment to social responsibility. A strong advocate for multi-generational wealth planning, Jackie believes in empowering clients through education and informed decision-making. With a career spanning over 15 years, Jackie is well-respected in the industry for both expertise and integrity.

Jackie`s contact details

mail

******@fieldpointprivate.com

************@bankofamerica.com

*********@nyc.rr.com

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