Sign In

Steve Berry, CFA

Investment Sales & Trading at J.P. Morgan

Steve Berry, CFA, is a finance professional currently working as a Vice President - Sales Trader at J.P. Morgan.1 Here are some key details about his background and qualifications:

Professional Experience

Steve Berry is based in the New York City Metropolitan Area and has a proven track record in finance.1

Education

  • Bachelor of Arts in Liberal Arts and Sciences from Western Illinois University (2005-2009)1
  • Master of Arts in Diplomacy and Conflict Studies from Reichman University (IDC Herzliya) (2017-2018)1

Certifications

Steve holds several professional certifications, including:

  • Chartered Financial Analyst (CFA), issued by the CFA Institute in November 20221
  • Securities Industry Essentials (SIE) Exam from FINRA1
  • General Securities Representative (Series 7) from FINRA1
  • Uniform Securities Agent State Law Exam (Series 63) from NASAA1
  • Municipal Securities Representative (Series 52) from the Municipal Securities Rulemaking Board1

Additional Skills and Interests

Beyond his financial expertise, Steve has diverse interests and certifications:

  • CrossFit Level 2 Trainer
  • Certified Yoga Teacher
  • Open Water and Advanced Open Water Diver (PADI)
  • USPA A and B Licenses for skydiving1

Military Service

Steve has a military background, having received the Bronze Star Medal from the U.S. Army in July 2012 for his service in Operation Enduring Freedom, Afghanistan.1

Language Skills

He is a native English speaker with limited working proficiency in Russian.1

Steve Berry's diverse background in finance, military service, and various personal interests contributes to his role as a Vice President - Sales Trader at J.P. Morgan.

Related Questions

What are Steve Berry's main responsibilities as a Sales Trader at J.P. Morgan?
How did Steve Berry's military service influence his career in finance?
What unique skills does Steve Berry bring to his role at J.P. Morgan?
How did Steve Berry's education at Reichman University shape his professional path?
What are some notable achievements of Steve Berry in his finance career?
Steve Berry, CFA
Steve Berry, CFA, photo 1
Steve Berry, CFA, photo 2
Add to my network

Location

New York City Metropolitan Area