Charles Peloquin, CIMA, CAIA

Executive Director - External Client Advisor at J.P. Morgan

San Francisco, California, United States

About

Experience

  • J.P. Morgan (19 yrs 3 mos)
    • Executive Director - External Client Advisor
      Nov 2012 - Present · 13 yrs 9 mos

      External Client Advisor for the Wealth Management Division at JPMorgan covering The San Francisco Bay Area

    • Associate - Internal Client Advisor
      Oct 2010 - Nov 2012 · 2 yrs 2 mos

      JPMorgan Funds

    • Relationship Manager
      Oct 2008 - Oct 2010 · 2 yrs 1 mo

      Prime Brokerage

  • Analyst at Société Générale
    2006 - 2007 · 1 yr

    Municipal Bonds & Interest Rate Swaps