2022 -2022 First Vice President - Financial Advisor, Senior Portfolio Manager @
2021 -2021 Vice President - Financial Advsor @
2019 -2020 Associate Vice President - Financial Advisor @
2013 -2018 Financial Advisor @
2010 -2013 Sr. Financial Analyst @
2003 -2007 Student Athlete @
Jared Lamb Education
Northwestern University
(CERTIFIED FINANCIAL PLANNER™ (CFP®))
University of Denver - Daniels College of Business
Master of Business Administration - MBA (International Business & Finance)
Colorado State University
BS (Varsity Football)
Jared Lamb Skills
Leadership
Financial Planning
Portfolio Management
Financial Analysis
Strategic Planning
Financial Modeling
Investments
Investment Management
Estate Planning
Investment Analysis
401(k) Retirement Savings Plans
Microsoft Excel
Problem Solving
Disciplined
Analytical Perspectives
Highly Motivated
Adaptability
Self-starter
Jared Lamb Summary
Jared Lamb, based in Denver, CO, US, is currently a Managing Director at Raymond James. Jared Lamb brings experience from previous roles at RBC Wealth Management. Jared Lamb holds a Northwestern University. With a robust skill set that includes Leadership, Financial Planning, Portfolio Management, Financial Analysis, Strategic Planning and more. Jared Lamb has 3 emails and 2 mobile phone numbers on RocketReach.
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