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
Investing
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July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowOutlook
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July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowWealth Planning
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July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowWealth Planning
Insight 6: Active cross-generational stakeholder alliance
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July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowMarkets
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowMarkets
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowWealth Planning
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowOutlook
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now
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