JM

John Mei

Vice President, Managing Director

John Mei is an experienced senior-level Relationship Manager with a successful background in the financial services industry. They held various positions, including Vice President at Morgan Stanley and Senior Relationship Manager at E*TRADE, where they managed corporate client relationships and equity plan administration needs. Previously, John developed client relationships at Ridge Clearing and Fidelity Investments, and they began their career as a Financial Advisor at Banc of America Investments.

Location

San Francisco, United States


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