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Santi
Santi
Executive Director | J.P. Morgan
New York, New York, United States
Santi
Summary
Santi Wong is a seasoned Wealth Management Executive at J.P. Morgan, bringing over 11 years of expertise in the financial services industry. As a CERTIFIED FINANCIAL PLANNER, Santi specializes in pre-transaction planning, customized asset allocation, and family dynamics related to wealth transfer. His unique background as a member of an entrepreneurial family in China allows him to relate deeply with clients navigating complex financial landscapes. Fluent in Mandarin and familiar with various Chinese dialects, he effectively serves a diverse clientele, enhancing their understanding of wealth management. Santi is passionate about mentorship, advocating for financial literacy among first-generation immigrants. His commitment to aligning client interests with long-term strategies sets him apart in the competitive world of finance. Residing in New York, he continues to foster connections with his roots in China, blending cultural insights with financial acumen.
Santi
Work Experience
Executive Director at
J.P. Morgan
February 2022 - Present
Vice President at
Jp Morgan
February 2018 - February 2022
Associate - Investor Relations at
JPMORGAN CHASE LTD
February 2013 - July 2013
Santi
Education
Frequently Asked Questions about Santi
What is Santi email address?
Santi's primary email address is *******@jpmorgan.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Santi work for?
Santi is a Executive Director at J.P. Morgan, a company specializing in Monetary Authorities-Central Bank.
Where Santi graduated from?
Santi holds a degree in from Fordham University.
How can I directly contact Santi?
To contact Santi directly, you can use the email address *******@jpmorgan.com. Complete contact information is available upon registration with Muraena.
Is Santi an immigrant?
Yes, Santi is an immigrant and currently based in United States
Who is Santi?
Santi Wong is a seasoned Wealth Management Executive at J.P. Morgan, bringing over 11 years of expertise in the financial services industry. As a CERTIFIED FINANCIAL PLANNER, Santi specializes in pre-transaction planning, customized asset allocation, and family dynamics related to wealth transfer. His unique background as a member of an entrepreneurial family in China allows him to relate deeply with clients navigating complex financial landscapes. Fluent in Mandarin and familiar with various Chinese dialects, he effectively serves a diverse clientele, enhancing their understanding of wealth management. Santi is passionate about mentorship, advocating for financial literacy among first-generation immigrants. His commitment to aligning client interests with long-term strategies sets him apart in the competitive world of finance. Residing in New York, he continues to foster connections with his roots in China, blending cultural insights with financial acumen.
Santi`s contact details
*******@jpmorgan.com
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