Global Wealth and Investments Team Manager @ (September 2016 - July 2018)
Global Wealth and Investments Team Lead @ (October 2015 - September 2016)
Robert Lerch Education
Florida State University
Bachelor's degree (Finance and Accounting)
2011-2014
Robert Lerch Skills
CFA Level III Candidate
Hold Series 7
Investments
Leadership
Management
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Series 24
Series 66
Robert Lerch Summary
Robert Lerch, based in Tampa, FL, US, is currently a Commercial Banking Associate at JPMorganChase. Robert Lerch brings experience from previous roles at Star Mountain Capital and Bank of America Merrill Lynch. Robert Lerch holds a 2011 - 2014 Bachelor's degree in Finance and Accounting @ Florida State University. With a robust skill set that includes CFA Level III Candidate, Hold Series 7, Investments, Leadership, Management and more. Robert Lerch has 2 emails on RocketReach.
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