Lori McNamara

Address : New York, United States
Industries : Financial Services
Website : jpmorgan.com
Phone : +1 212-270-6000
Position : Executive Director-Market Director Wealth Northeast Select Advisors

Description : Founded in 1799, J.P. Morgan is a New York-based organization that focus on financial services.

Colleagues :

Aaron Heller ( Associate )

Aaron Goldstein ( Vice President )

Aaron Kats ( Vice President )

Aaron Polack ( Analyst )

Aaron Petrovsky ( Securitized Products Analyst )

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Work History and Education

J.P. Morgan
Financial Services
Executive Director-Market Director Wealth Northeast Select Advisors
( 2023/02/01 - Present )

JPMorgan Chase & Co.
Financial Services
Executive Director - Market Director
( 2018/05/01 - 2023/02/01 )

Wells Fargo Advisors
Financial Services
Senior Vice President, Regional Brokerage Manager
( 2015/10/01 - 2018/04/01 )

Goldman Sachs Ayco
Financial Services
Director - Eastern US
( 2013/01/01 - 2015/10/01 )

HSBC
Financial Services
Senior Vice Pres. -Regional Sales Mgr
( 2005/12/01 - 2013/01/01 )

HSBC
Financial Services
Vice President Asset Management
( 2000/04/01 - 2005/12/01 )

HSBC
Financial Services
Senior Financial Advisor
( 1990/01/01 - 2000/03/01 )

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Current Company Details

Work History and Education

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