About Rana

Rana Habib is a Client Associate at J.P. Morgan Wealth Management.

As a member of The Canell Group, she is focused on the coordination of administrative and operational activities to support the team's valuable mix of clients.

In her role Rana is instrumental in facilitating the customer onboarding process, day-to-day account maintenance, wire transfers, journal entries and fund requests. She is responsible for all banking functions across the team's multifaceted business, and directly interfaces with other J.P. Morgan organizations to help ensure the successful implementation of appropriate accounts.

A graduate of Rutgers University, where she earned a B.S., Rana joined J.P. Morgan in 2017. Through her experience here she gained exposure to financial modeling, international stocks and fixed income vehicles, and built strong relationship management skills. After three years at J.P. Morgan, Rana joined The Canell Group in 2020 bringing her past knowledge and experience to her current role.

Insights

Wealth Planning

Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges

March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now
Wealth Planning

8 insights from long-lasting global business families

March 22, 2024The hard work doesn’t end once family wealth is established. These eight insights look at how the next generations can become successful stewards of family wealth.Read Now
Outlook

The race to rate cuts is on: What it means for you

March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.