Omar Aridi, AIF
Vice President – JPMorgan Asset management
Retirement Plan Consultant IO/DC-Northeast
Omar Aridi, AIF has an extensive background in investments and retirement planning having worked for companies such as Smith Barney, AllianceBernstein, Ceridian Retirement Plan Services and Ameriprise Financial. Before Joining JPMorgan Asset Management, he was a regional Vice President for Ameriprise Financial supporting DC/DB, IRA Rollover and Retirement Income Strategies. At Ceridian Retirement Plan Services, he wholesaled DC/DB plans in the mid-large market. Prior to that, he held several positions with AllianceBernstein including International Retirement Wholesaler, 401(k) and Investment Only offerings, which he distributed through all channels (Wirehouse, Independent and Bank).
His extensive personal finance experience in the areas of retirement savings, retirement distribution planning and investments will be utilized in JPMorgan’s efforts to support the Financial Advisor community and the clients they serve.