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.