2006 -2016 Vice President - Investments, PIM Portfolio Manager @
2000 -2006 Financial Advisor @
1995 -2000 Financial Advisor @ Smith Barney Financial Services
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 2 mobile phone numbers on RocketReach.
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