Sanya Rizvi Wmcp Email & Phone Number | With over 23 years of experience in wealth management, I am an Executive Director at JPMorgan Chase, where I lead a team of advisors and managers to provide comprehensive financial solutions to high-net-worth clients. I hold the Wealth Management Certified Professional credential, which demonstrates my expertise in investment planning, asset allocation strategies, and client relationship management. I also have a strong background in business consulting, having worked as a complex manager and a branch manager at Charles Schwab for more than nine years. In these roles, I oversaw the operations, compliance, and growth of multiple branches and supported the development and retention of advisors and staff. My mission is to help clients achieve their financial goals and dreams, while delivering exceptional service and value. I am passionate about learning, innovation, and collaboration, and I bring diverse perspectives and experiences to the team. I also speak French and have an executive certificate in leadership essentials from Columbia University.

Sanya Rizvi Wmcp

With over 23 years of experience in wealth management, I am an Executive Director at JPMorgan Chase,...
Madison, Wisconsin, United States

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Sanya Rizvi Wmcp’s Email sanya.rizvi@jpmorgan.com

Sanya Rizvi Wmcp’s Phone Numbers

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Sanya Rizvi Wmcp’s Location Madison, Wisconsin, United States

Sanya Rizvi Wmcp’s Current Industry Jpmorgan Chase

Sanya Rizvi Wmcp’s Prior Industry Charles Schwab | Morgan Stanley Dean Witter

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Executive Director- Market Director

2023-09-01 00:00:00 - Present

VP - Complex Manager

2010-08-01 00:00:00 - 2018-02-01 00:00:00

Financial Advisor

2000-08-01 00:00:00 - 2003-03-01 00:00:00

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Sanya Rizvi Wmcp is a With over 23 years of experience in wealth management, I am an Executive Director at JPMorgan Chase, where I lead a team of advisors and managers to provide comprehensive financial solutions to high-net-worth clients. I hold the Wealth Management Certified Professional credential, which demonstrates my expertise in investment planning, asset allocation strategies, and client relationship management. I also have a strong background in business consulting, having worked as a complex manager and a branch manager at Charles Schwab for more than nine years. In these roles, I oversaw the operations, compliance, and growth of multiple branches and supported the development and retention of advisors and staff. My mission is to help clients achieve their financial goals and dreams, while delivering exceptional service and value. I am passionate about learning, innovation, and collaboration, and I bring diverse perspectives and experiences to the team. I also speak French and have an executive certificate in leadership essentials from Columbia University.