Jamie Lotta Email & Phone Number
Vice President - Financial Consultant @ Charles Schwab
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jamie Lotta Location
- Seattle, WA, US
Jamie Lotta Work
- Board Member @ Toxic-Free Future (February 2024 - Present)
- Vice President - Financial Consultant @ (May 2022 - Present)
- Founder @ (January 2011 - Present)
- Wealth Management - Investor Relations @ (May 2019 - May 2022)
- Fund Manager - Vice President - Private Equity @ (October 2015 - June 2016)
- Broker - Private Equity @ (October 2013 - September 2015)
- Investor Relations - Hedge Fund @ (September 2006 - January 2011)
- Investor Relations - Hedge Fund @ Coast Asset Management (September 2002 - September 2006)
- Sales @ (June 2001 - August 2001)
Jamie Lotta Education
- Loyola Marymount University, College of Business Administration
BA (Finance & Management)
- Saint Francis High School
Activities and societies: California State Champion Rowing
Jamie Lotta Skills
- Marketing
- Microsoft Office
- Management
- Portfolio Management
- Promotions
- Entrepreneurship
Jamie Lotta Summary
- Jamie Lotta, based in Seattle, WA, US, is currently a Vice President - Financial Consultant at Charles Schwab. Jamie Lotta brings experience from previous roles at Toxic-Free Future, le Anémone, Merrill Lynch and SharesPost. Jamie Lotta holds a BA in Finance & Management @ Loyola Marymount University, College of Business Administration. With a robust skill set that includes Marketing, Microsoft Office, Management, Portfolio Management, Promotions and more. Jamie Lotta has 4 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jamie Lotta?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co