Adam W. Lyon
Private Wealth Advisor @Wells Fargo Private Wealth
San Francisco, CA, US
EMAILS
a••••••••@wellsfargo.com
MOBILE NUMBERS
+19•••••••61
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WORK HISTORY
Jan 2017 — Present
Private Wealth Advisor @Wells Fargo Private Wealth
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EDUCATION
1986 — 1990
University of California, Berkeley
Bachelor of Arts (B.A.), History
1992 — 1994
San Francisco State University
Master of Business Administration (MBA), Finance, General
SKILLS
Equity ResearchSecuritiesFinraFamily OfficeCorporate FinanceInstitutional SalesFixed IncomeInvestment BankingAlternative InvestmentsEquitiesBloombergSales ManagementSeries 63ValuationVenture CapitalEquity Capital MarketsProprietary TradingCapital MarketsBusiness DevelopmentSeries 7Mutual FundsAsset ManagementInvestment ManagementPipesInvestmentsFinancial ModelingEquity ValuationPortfolio ManagementTradingHedge Funds
ABOUT ADAM W. LYON
Investment and Insurance Products are:* Not Insured by the FDIC or…
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