Jonathan Lamar's Location
Chicago, Illinois, United States
Jonathan Lamar's Work
- Director - Middle Office @ William Blair
- Director, Transitions and Onboarding @ VWG Wealth Management
- Director, Client Reporting and Billing @ VWG Wealth Management
- Client Reporting Specialist @ VWG Wealth Management
- Registered Associate @ Morgan Stanley
- Customer Sales Representative @ at&t
- Financial Representative @ Northwestern Mutual
Jonathan Lamar's Education
- DePaul University
Bachelor of Science (Finance)
2004 - 2008 - Batavia Senior High School2004
Jonathan Lamar's Skills
- Financial Services
- Mutual Funds
- Series 63
- Bloomberg
- CRM
- Finance
- Series 7
- Wealth Management
- Alternative Investments
- Customer Service
Jonathan Lamar's Summary
Jonathan Lamar, based in Chicago, Illinois, United States, is currently a Director - Middle Office at William Blair, bringing experience from previous roles at Hightower and Morgan Stanley. Jonathan Lamar holds a 2004 - 2008 Bachelor of Science in Finance @ DePaul University. With a robust skill set that includes Financial Services, Mutual Funds, Series 63, Bloomberg, CRM and more, Jonathan Lamar contributes valuable insights to the industry. Jonathan Lamar has 2 emails and 1 mobile phone number on RocketReach.
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