Wiza logo
Wiza logo
Get a demo
Get started for free

Keith Rolland, Jr. CFP® - Email & Phone Number

Executive Director, Banker at J.P. Morgan Private Bank at J.P. Morgan Private Bank

Keith Rolland, Jr. CFP® is based out of Greater Chicago Area and works at J.P. Morgan Private Bank as Executive Director, Banker at J.P. Morgan Private Bank .

Keith Rolland, Jr. CFP®'s Contact Information

Latest update
May 3, 2024
Location
Greater Chicago Area

Keith Rolland, Jr. CFP®'s Work History

Executive Director, Banker at J.P. Morgan Private Bank
J.P. Morgan Private Bank
Mar 2024 - Present
Vice President, Senior Financial Consultant
Charles Schwab
Jan 2022 - Mar 2024
Senior Financial Consultant
TD Ameritrade
Aug 2015 - Jan 2022
Junior Investment Consultant
TD Ameritrade
Nov 2014 - Aug 2015
Investor Services Associate
TD Ameritrade
Jun 2013 - Nov 2014

Keith Rolland, Jr. CFP®'s Education

Bachelor of Business Administration (B.B.A.)
CERTIFIED FINANCIAL PLANNER ™ Certification

Keith's current employer

J.P. Morgan Private Bank logo

J.P. Morgan Private Bank

Description
HQ Location
Number of employees
10001+
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Keith Rolland, Jr. CFP®

What company is Keith Rolland, Jr. CFP® working for?
Keith Rolland, Jr. CFP® works for J.P. Morgan Private Bank.
What is Keith Rolland, Jr. CFP®'s function at J.P. Morgan Private Bank?
Keith Rolland, Jr. CFP® is Executive Director, Banker at J.P. Morgan Private Bank at J.P. Morgan Private Bank.
Where is Keith Rolland, Jr. CFP® based?
Keith Rolland, Jr. CFP® is based out of Greater Chicago Area.
Who are Keith Rolland, Jr. CFP®'s co-workers?
Keith Rolland, Jr. CFP®'s colleagues are Neha Smith, Irene Reyes, Chad Mehle, Roderick Thomas , Mahaalaxmi Ganesan, Joe Seydl, Matthew Schaefer, Sandy Choute, Brian Silverman, Tyler Biederman, Fred Walls, DJ Johnson, Bill Shelton, Andrew R. Grabato, CFP®, Stasie Jones, Katelyn Gatzke, Justin Junker, Kimberly Chinski, Francesca Ifejika, Vaughn Bacalan, Eric Sclafani.
Find anyone's contact info.
Get 20 free email reveals

Keith's co-workers

Neha Smith avatar
Neha Smith
Vice President, Banker
Irene Reyes avatar
Irene Reyes
VP, US Private Bank Talent Acquisition - West Region
Chad Mehle avatar
Chad Mehle
Vice President, Banker
Roderick Thomas  avatar
Roderick Thomas
CTO, Advisor & Investments Technology and Core Data
Mahaalaxmi Ganesan avatar
Mahaalaxmi Ganesan
Vice President, Banking Operations Transformation
Joe Seydl avatar
Joe Seydl
Executive Director - Senior Markets Economist
Matthew Schaefer avatar
Matthew Schaefer
Executive Director | J.P. Morgan Private Bank
Sandy Choute avatar
Sandy Choute
Head of Diverse Wealth Initiatives & Diverse Advisor Experience
Brian Silverman avatar
Brian Silverman
Managing Director, Head of US Core and Advisory Investment Product Development
Tyler Biederman avatar
Tyler Biederman
Head of US Securities-Based Lending
Fred Walls avatar
Fred Walls
Managing Director, Team Lead
DJ Johnson avatar
DJ Johnson
Head of Credit Card and Partnerships Marketing
Bill Shelton avatar
Bill Shelton
Executive Director, Banker at J.P. Morgan Private Bank
Andrew R. Grabato, CFP® avatar
Andrew R. Grabato, CFP®
Executive Director, Wealth Strategist
Stasie Jones avatar
Stasie Jones
Associate Banker
Katelyn Gatzke avatar
Katelyn Gatzke
Analyst
Justin Junker avatar
Justin Junker
Investment Product Specialist - Life Insurance & Annuity
Kimberly Chinski avatar
Kimberly Chinski
Project Manager
Francesca Ifejika avatar
Francesca Ifejika
Associate Banker
Vaughn Bacalan avatar
Vaughn Bacalan
Workforce Project Analyst
Eric Sclafani avatar
Eric Sclafani
Lending Solutions Specialist
Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.