Michael Lamb
Equipping financial advisors with superior platforms to help clients achieve their goals
- Role
- Executive Director at J.P. Morgan Private Bank
- Location
- Jersey City, NJ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Michael Lamb
Accomplished product and platform management professional with over 25 years of financial…
Experience
Executive Director
Feb 2025 — Present · Jersey City, NJ, US
Product Director, Advisory Solutions
Education
Fox School of Business at Temple University
MBA, Management Information Systems
2001 — 2003
Fox School of Business at Temple University
BA, Finance/Marketing
1998 — 2000
Skills
- Commercial Real Estate
- Series 7
- Salesforce.com
- Data Warehousing
- Financial Services
- Separately Managed Accounts
- Financial Reporting
- Analytics
- Business Strategy
- Wealth Management
- Business Analysis
- Strategy
- Series 65
- Investments
- Mri Software
- Series 63
- Investment Advisory
- Series 24
- Program Management
- Project Management
- Tableau
- Product Management
- Unified Managed Accounts
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