Brendan Lyons Email & Phone Number
Associate Portfolio Manager @ West Financial Services, Inc.
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Brendan Lyons Location
- Belle Haven, VA, US
Brendan Lyons Work
- Associate Portfolio Manager @ (May 2024 - Present)
- Equity Analyst @ (May 2022 - May 2024)
- Investment Performance Associate @ (August 2021 - April 2022)
- Investor Relations Intern @ (June 2021 - August 2021)
- Chief Executive Officer @ (November 2019 - May 2021)
- Senior Portfolio Manager @ (January 2018 - November 2019)
- Wealth Management Intern @ (June 2020 - August 2020)
- Accounts Payable Specialist and Accounting Clerk @ (May 2018 - January 2020)
- Plumber's Assistant @ The Irish Plumber (June 2016 - August 2018)
- Sales Associate @ (March 2017 - June 2017)
- Intern @ (June 2016 - August 2016)
Brendan Lyons Education
- Georgetown University
Master of Science - MS (Finance)
2021-2023 - Christopher Newport University
Bachelor of Business Administration - BBA (Finance)
2017-2021 - Bishop Ireton HS 2013-2017
Brendan Lyons Skills
- Communication
- Leadership
- Tenacious Work Ethic
- Sales Motivation
- Salesforce.com
- Plumbing
- Sales
- Bloomberg Terminal
- Presentation Skills
- Microsoft Office
- Microsoft Excel
- Microsoft Dynamics GP
- Equity Research
- Portfolio Management
- Equity Research Analysis
- Financial Analysis
- Financial Statement Analysis
- Financial Planning
- Bloomberg
- Thomson One
- Salesforce Lightning
- S&P Capital IQ
- MoneyGuidePro
- NaviPlan
- Public Speaking
Brendan Lyons Summary
- Brendan Lyons, based in Belle Haven, VA, US, is currently a Associate Portfolio Manager at West Financial Services, Inc.. Brendan Lyons brings experience from previous roles at West Financial Services, Inc., Cambridge Associates, Stride, Inc. and Captains' Educational Enrichment Fund. Brendan Lyons holds a 2021 - 2023 Master of Science - MS in Finance @ Georgetown University. With a robust skill set that includes Communication, Leadership, Tenacious Work Ethic, Sales Motivation, Salesforce.com and more. Brendan Lyons has 3 emails and 3 mobile phone numbers on RocketReach.
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