James Lenz Email & Phone Number
Executive Director, Capital Formation @ Provident
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James Lenz Location
- Redondo Beach, CA, US
James Lenz Work
- Executive Director, Capital Formation @ (June 2026 - Present)
- VP, Advisor Consultant (West Coast) @ (November 2024 - June 2026)
- Wealth Solutions @ (August 2022 - November 2024)
- Vice President- Product Specialist, Private Equity @ (August 2018 - August 2022)
- Associate Vice President- Los Angeles, CA and Las Vegas, NV @ (April 2009 - August 2018)
- Internal Sales @ W.P. Carey (May 2008 - December 2008)
- Senior Regional Sales Associate- Florida @ AXA Distributors (October 2005 - May 2008)
James Lenz Education
- Towson University
B.S. (Finance)
- Towson University
James Lenz Skills
- Investments
- Sales
- Alternative Investments
- Retirement Planning
- 401k
- Asset Allocation
- Asset Management
- Asset Managment
- Brokerage
- Capital Markets
- Due Diligence
- Product Marketing
- Sales Presentations
- Hold Series 7
- series 63
James Lenz Summary
- James Lenz, based in Redondo Beach, CA, US, is currently a Executive Director, Capital Formation at Provident. James Lenz brings experience from previous roles at Manning & Napier and Griffin Capital Company, LLC. James Lenz holds a B.S. in Finance @ Towson University. With a robust skill set that includes Investments, Sales, Alternative Investments, Retirement Planning, 401k and more. James Lenz has 2 emails and 1 mobile phone numbers on RocketReach.
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