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Jackie Green
Jackie Green
Managing Director/ Senior Advisor | Fieldpoint Private
United States
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.
Jackie Green
Work Experience
Managing Director/ Senior Advisor at
Fieldpoint Private
May 2017 - Present
VP at
Bank of America Corporation
January 2005 - Present
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
******@fieldpointprivate.com
************@bankofamerica.com
*********@nyc.rr.com
Colleagues
SVP IT Director
Chief Financial Officer
Managing Director
Partner & Managing Director
Managing Director, Senior Private Banker
Chief Credit Officer
Senior Vice President, Director of Advisor and Client Experience
Managing Director, Senior Commercial Banker
Managing Director
VP, Loan Servicing Manager