Jt Lanham Email & Phone Number

Portfolio Specialist @ Fidelity Investments

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Jt Lanham Location

Winston-Salem, NC, US

Jt Lanham Work

2021 - now Portfolio Specialist @ Fidelity Investments
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2021 - now Investment Management Consultant II @ Fidelity Investments
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2021 - 2021 Client Management Representative @ Fidelity Investments
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2016 - 2021 Premier Banker @ Wells Fargo
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2016 - 2016 Licensed Personal Banker ll @ Wells Fargo
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2013 - 2016 Associate Financial Consultant @ Charles Schwab
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2009 - 2013 Branch Stockbroker @ Scottrade
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Jt Lanham Education

High Point University
Bachelor’s Degree (Majors: Finance, Entrepreneurship, & Global Trade Minors: Sales & Marketing)
2007 - 2011

Jt Lanham Skills

Retail Banking
Series 6
Financial Advisory

Teamwork
Hold Series 7
Banking
Business Relationship Management
Customer Service
Financial Services
Retirement Planning

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Jt Lanham Summary

Jt Lanham, based in Winston-Salem, NC, US, is currently a Portfolio Specialist at Fidelity Investments. Jt Lanham brings experience from previous roles at Fidelity Investments and Wells Fargo. Jt Lanham holds a 2007 - 2011 Bachelor’s Degree in Majors: Finance, Entrepreneurship, & Global Trade Minors: Sales & Marketing @ High Point University. With a robust skill set that includes Retail Banking, Series 6, Financial Advisory, Teamwork, Hold Series 7 and more. Jt Lanham has 3 emails and 1 mobile phone numbers on RocketReach.

Jt Lanham Emails

Found 3 emails

Jt Lanham Phone Numbers

Found 2 phone numbers

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Jt Lanham

Portfolio Specialist at Fidelity Investments

Winston-Salem, NC, US
3
- gmail.com
- fidelity.com
- fmr.com
2
- +1 513-575-XXXX
- +1 513-600-XXXX

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