Mark Lamb Email & Phone Number
Senior Financial Consultant @ Western International Securities
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Mark Lamb Location
- San Francisco, CA, US
Mark Lamb Work
- Senior Financial Consultant @ (August 2017 - Present)
- Senior Financial Consultant @ Financial West Group (June 2008 - Present)
- Senior Vice President @ (January 2002 - January 2008)
- Senior Vice President @ Well Fargo Advisors (January 2000 - January 2001)
- Senior Vice President - Corporate Services @ Van Kasper & Co (January 1997 - January 2000)
- Vice President - Investments - Corporate Services @ Kidder Peabody (January 1994 - January 1996)
- Vice President - Investments @ (January 1989 - January 1993)
- Vice President @ (January 1985 - January 1989)
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 1 emails and 2 mobile phone numbers on RocketReach.
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