- JPMorgan Chase (Palo Alto, CA)
- …+ 4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a trusts & estates lawyer , tax advisor, or financial planner + Self-starter ... designations) and complex (eg, GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one… more