Daniel Lampe Email & Phone Number

Private Client Advisor, VP @ J.P. Morgan

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Daniel Lampe Location

Boulder, CO, US

Daniel Lampe Work

2018 - now Private Client Advisor, VP @ J.P. Morgan
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2017 - 2018 Senior Private Client Advisor, VP @ Bank of the West
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2015 - 2017 General Manager @ Vacasa

2012 - 2015 Private Banker and Brokerage Associate @ Wells Fargo
2006 - 2012 Portfolio Manager and Analyst @ Houston Asset Management, Inc.

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Daniel Lampe Education

University of Denver - Daniels College of Business
Bachelor of Science in Business Administration (Finance, General)
College for Financial Planning
(CERTIFIED FINANCIAL PLANNER™)

Daniel Lampe Skills

Market Analysis
Financial Analysis
Retirement Planning

Cash Flow Forecasting
Estate Planning
Estate Tax Planning
Inheritance Tax Planning
Insurance Planning
Client Communications
Business Communications

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Daniel Lampe Summary

Daniel Lampe, based in Boulder, CO, US, is currently a Private Client Advisor, VP at J.P. Morgan. Daniel Lampe brings experience from previous roles at Bank of the West, TurnKey Vacation Rentals, Wells Fargo and Houston Asset Management, Inc.. Daniel Lampe holds a Bachelor of Science in Business Administration in Finance, General @ University of Denver - Daniels College of Business. With a robust skill set that includes Market Analysis, Financial Analysis, Retirement Planning, Cash Flow Forecasting, Estate Planning and more. Daniel Lampe has 2 emails and 1 mobile phone numbers on RocketReach.

Daniel Lampe Emails

Found 2 emails

Daniel Lampe Phone Numbers

Found 2 phone numbers

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