James Lombardo's Location
New York, NY, US
James Lombardo's Work
- Managing Director @ Financial Services Company
- Vice President and Portfolio Manager, Lombardo Wealth Management, Financial Advisor at Morgan Stanley @ Morgan Stanley
- Vice President - Investments @ New York Fitness
James Lombardo's Education
James Lombardo's Skills
- Business Development
- Financial Modeling
- Strategy
- Sales
- Leadership
- Finance
- Portfolio Management
- Wealth Management
- Capital Markets
- Valuation
James Lombardo's Summary
James Lombardo, based in New York, NY, US, is currently a Managing Director at Ameriprise Financial Services, LLC, bringing experience from previous roles at Morgan Stanley and UBS Wealth Management. James Lombardo holds a . With a robust skill set that includes Business Development, Financial Modeling, Strategy, Sales, Leadership and more, James Lombardo contributes valuable insights to the industry. James Lombardo has 1 email on RocketReach.
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