Mark Lamb Email & Phone Number
Senior Financial Consultant @ Western International Securities
5 free lookup(s).
Mark Lamb Location
- San Francisco, CA, US
Mark Lamb Work
- 2017 - now Senior Financial Consultant @
- 2008 - now Senior Financial Consultant @ Financial West Group
- 2002 - 2008 Senior Vice President @
- 2000 - 2001 Senior Vice President @ Well Fargo Advisors
- 1997 - 2000 Senior Vice President - Corporate Services @ Van Kasper & Co
- 1994 - 1996 Vice President - Investments - Corporate Services @ Kidder Peabody
- 1989 - 1993 Vice President - Investments @
- 1985 - 1989 Vice President @
Mark Lamb Education
- University of California, Santa Barbara
BA Business Economics (Finance)
1980 - 1985
Mark Lamb Skills
- Wealth Management
- Hedge Funds
- Series 7
- Investments
- Finance
- Private Equity
- Risk Management
- Strategic Planning
- Series 63
- Securities
- Equities
- Microsoft Office
- Financial Reporting
- Microsoft Excel
- Accounting
- Financial Analysis
Mark Lamb Summary
- Mark Lamb, based in San Francisco, CA, US, is currently a Senior Financial Consultant at Western International Securities. Mark Lamb brings experience from previous roles at Financial West Group, The Shemano Group, Well Fargo Advisors and Van Kasper & Co. Mark Lamb holds a 1980 - 1985 BA Business Economics in Finance @ University of California, Santa Barbara. With a robust skill set that includes Wealth Management, Hedge Funds, Series 7, Investments, Finance and more. Mark Lamb has 2 mobile phone numbers on RocketReach.
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