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AAAA Webinar "Building & Retaining a High Net Worth Client-The Confidence You Need to Succeed"-February 18, 2020
Tuesday, February 18, 2020, 1:00 PM - 2:00 PM EST
Category: Webinars

 

 

February 18, 2020 

1:00 p.m. - 2:00 p.m. EST. 


"Building & Retaining a High Net Worth Client-

The Confidence You Need to Succeed"


Shelia English | VP and Client Advisor | J.P. Morgan Private Bank, will speak on:

"Building & Retaining a High Net Worth Client-The Confidence You Need to Succeed”

Join us for our upcoming webinar featuring Shelia English, Vice President and Client Advisor with J.P.  Morgan Private Bank for a fireside chat moderated by Julian Kidd, Executive Director and Market Director of Wealth for Chase Wealth Management.  Shelia will discuss how to handle client conversations with confidence, attracting high net worth clients and keeping clients engaged.

Shelia has over 18 years of experience in Wealth Management, holds a Bachelor’s degree in Business Administration from the University of Detroit Mercy, graduating Magna Cum Laude, and earned an MBA from Wayne State University and hold FINRA Series 7 and 63 licenses. She began her career as a Trust Officer after completing Cannon Financial Trust School and earning the Certified Trust and Financial Advisor designation.


Shelia serves on the Board of Directors for Matrix Human Services and Urban Outdoor Outreach.

Shelia English | VP and Client Advisor | J.P. Morgan Private Bank 

To read Shelia English's' biography click here

 If you are not an AAAA member we encourage you to join by going to www.aaafainc.com.

  

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