Jonathan Lakin's Location
Grapevine, TX, US
Jonathan Lakin's Work
- Private Client Advisor @ Charles Schwab
- Investment Consultant @ Fidelity Investments
- Field Training Director @ Fidelity Investments
- Financial Planning Representative @ Fidelity Investments
- Private Client Specialitst @ Fidelity Investments
- Trading Specialist @ Fidelity Investments
- Program Advisor @ Mercedes-Benz Financial Services USA LLC
Jonathan Lakin's Education
- Texas A&M
Bachelor Of Science
2000 - 2004
Jonathan Lakin's Skills
- Leadership
- Microsoft Office
- Microsoft Excel
- Public Speaking
- Training
- Customer Service
- Trading
- Wealth Management
- Training and Development
- Public Policy
Jonathan Lakin's Summary
Jonathan Lakin, based in Grapevine, TX, US, is currently a Private Client Advisor at Charles Schwab, bringing experience from previous roles at Fidelity Investments. Jonathan Lakin holds a 2000 - 2004 Bachelor Of Science @ Texas A&M. With a robust skill set that includes Leadership, Microsoft Office, Microsoft Excel, Public Speaking, Training and more, Jonathan Lakin contributes valuable insights to the industry. Jonathan Lakin has 2 emails on RocketReach.
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