Jordan Lambert's Location
United Kingdom
Jordan Lambert's Work
- Managing Director @ Convequity
- Independent Research Analyst @ Home
- Private Wealth Manager @ Globaleye
- Forex Broker @ Earnex
- Market Analyst and Head Trading Consultant @ Jalatama Management Sdn. Bhd.
- Risk Management Trader @ Spreadex
- Sales Trader @ Spreadex
- Assistant Buyer @ Tesco
Jordan Lambert's Education
- CFA Institute
CFA Level 3 (Investment Management)
2019 - 2019 - CFA Institute
CFA Level 2 (Investment Management)
2017 - 2017 - CFA Institute
CFA Level 1 (Investments and Securities)
2016 - 2016
- CFA Society of the UK
Investment Management Certificate (Investments and Securities)
2012 - 2013 - University of Derby
Bachelor of Arts (BA) (Business Management)
2003 - 2006
Jordan Lambert's Skills
- Wealth Management
- Retirement Planning
- Financial Advisory
- Portfolio Management
- Investment Advisory
- Pensions
- SIPP
- QROPS
- Life Insurance
- Savings
Jordan Lambert's Summary
Jordan Lambert, based in United Kingdom, is currently a Managing Director at Convequity, bringing experience from previous roles at Home, Globaleye, Earnex and Jalatama Management Sdn. Bhd.. Jordan Lambert holds a 2019 - 2019 CFA Level 3 in Investment Management @ CFA Institute. With a robust skill set that includes Wealth Management, Retirement Planning, Financial Advisory, Portfolio Management, Investment Advisory and more, Jordan Lambert contributes valuable insights to the industry. Jordan Lambert has 1 email on RocketReach.
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