Verified recordFinancial Services

Tom Dimicelli

Private Client Investment Associate at J.P. Morgan

Based in New York, United States

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Seniority

Staff

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

81K

Contact information

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t•••••••@jpmorgan.com

Phone

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Background

About Tom Dimicelli

Investment Analyst specializing in market research, portfolio optimization, and data management. Proven ability to deliver strategic investment solutions to high net worth and ultra high net worth clients. Expertise in portfolio construction, investment operations, and trading. Proficient in leveraging platforms that include Salesforce, Morningstar Advisor WorkStation, BlackDiamond, and MoneyGuidePro. Committed to providing exceptional client service and achieving complex investment solutions- Securities offered through DAI Securities, LLC, Member FINRA/SIPC. Advisory Services offered through Prosperity – An EisnerAmper Company. Prosperity – An EisnerAmper Company is not affiliated with DAI Securities, LLC. Prosperity - An EisnerAmper Company does not approve or endorse any third-party communications posted on LinkedIn, or any other social media, nor does it encourage any such parties to post on its behalf.

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