Rana HabibRana HabibClient Associate
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
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April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowWealth Planning
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April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowOutlook
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April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowEconomy
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