James Lemon Email & Phone Number
Senior Financial Advisor, Vice President @ Merrill Lynch
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James Lemon Location
- Madison, WI, US
James Lemon Work
- 2015 -now Senior Financial Advisor, Vice President @
- 2012 -2015 Financial Advisor @
- 2001 -2015 Professional Golfer @ PGA Tour of Canada
- 2008 -2012 Player Director @ Board of Directors - PGA Tour of Canada
James Lemon Education
- University of Wisconsin System
Bachelor's Degree
1996-2001
James Lemon Skills
- Research
- Strategy
- Public Speaking
- Customer Service
- Retirement Income Strategies
- Project Management
- Pga Tour of Canada
- Management
- Financial Advisor
- Family Wealth Management Strategies
- Risk Management Strategies
- Customized Wealth Planning
- Finance
- Investment Advice
- Strategic Planning
- Goal Based Wealth Management
- Wealth Management Adviser
- Retirement Analysis
- Golf
- Portfolio Management And Retirement Planning
- Investment
James Lemon Summary
- James Lemon, based in Madison, WI, US, is currently a Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management. James Lemon brings experience from previous roles at Morgan Stanley, PGA Tour of Canada and Board of Directors - PGA Tour of Canada. James Lemon holds a 1996 - 2001 Bachelor's Degree @ University of Wisconsin System. With a robust skill set that includes Research, Strategy, Public Speaking, Customer Service, Retirement Income Strategies and more. James Lemon has 2 mobile phone numbers on RocketReach.
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