Mitchell Lerner Email & Phone Number
Vice President Wealth Management @ Janney Montgomery Scott LLC
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Mitchell Lerner Location
- Washington, DC, US
Mitchell Lerner Work
- Vice President Wealth Management @ (January 2016 - Present)
- Vice President - Investments, PIM Portfolio Manager @ (February 2006 - January 2016)
- Financial Advisor @ (February 2000 - February 2006)
- Financial Advisor @ Smith Barney Financial Services (January 1995 - February 2000)
Mitchell Lerner Education
- American University, Washington College of Law
Doctor of Law (J.D.)
1982-1995 - University of North Carolina at Chapel Hill 1977-1979
Mitchell Lerner Skills
- Financial Advisory
- Time Management
- Management
- Financial Analysis
- Retirement
- Financial Modeling
- Investment Strategies
- Capital Markets
- Risk Management
- Commercial Lending
- Insurance
- Bonds
- Investments
- Wealth Management
- Portfolio Management
- Securities
- Retirement Planning
- Mutual Funds
- Strategic Planning
- Financial Planning
- Financial Services
- Series 7
- Project Management
- Mergers and Acquisitions
Mitchell Lerner Summary
- Mitchell Lerner, based in Washington, DC, US, is currently a Vice President Wealth Management at Janney Montgomery Scott LLC. Mitchell Lerner brings experience from previous roles at Wells Fargo Advisors, UBS and Smith Barney Financial Services. Mitchell Lerner holds a 1982 - 1995 Doctor of Law (J.D.) @ American University, Washington College of Law. With a robust skill set that includes Financial Advisory, Time Management, Management, Financial Analysis, Retirement and more. Mitchell Lerner has 2 emails and 1 mobile phone numbers on RocketReach.
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