Jeremy A Lehrer from 3129 Geary Blvd APT 3, San Francisco, CA 94118, age 52, Phone: 415 509-6549

Resumes

Co-Lead, Us Intermediary Distribution

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Location:

San Francisco, CA

Industry:

Financial Services

Work:

Matthews Asia
Co-Lead, Us Intermediary Distribution
Matthews Asia
Vice President-Sales and Client Service
Charles Schwab May 2008 - Jun 2009
Sales Director, Managed Accounts and Alternative Investments
Charles Schwab Nov 2005 - May 2008
Sales Director
Charles Schwab Jul 2002 - Nov 2005
Senior Analyst, Managed Account Research Center

Education:

Uc San Diego School of Global Policy and Strategy (Gps) 1995 - 1999
University of North Carolina at Chapel Hill 1990 - 1994
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration, Asian Studies, Political Science Thomas Jefferson High School 1986 - 1990

Skills:

Public Speaking
Mutual Funds
Asset Allocation
Investments
New Business Development
Investment Strategies
Japanese
Wine
Alternative Investments
Selling
Series 65
Asset Management
Portfolio Management
Emerging Markets
Sales

Interests:

Live Music
Foreign Travel
I Enjoy Movies

Languages:

Japanese

Certifications:

Chartered Financial Analyst
Cpwa
Caia
162977
Investment Management Consultants Association
Caia Association