Meredith Lemmon

Director - Head of Client Service at Great Lakes Advisors®
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US
Skills

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Credentials

  • Series 63
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Great Lakes Advisors®
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Director - Head of Client Service
      • Apr 2023 - Present

  • Rothschild & Co
    • France
    • Financial Services
    • 700 & Above Employee
    • Director
      • Apr 2022 - Apr 2023

    • Vice President Client Services
      • Mar 2020 - Apr 2022

    • Senior Client Service Associate
      • Mar 2019 - Mar 2020

    • Client Service Associate
      • Jul 2017 - Mar 2019

  • TimesSquare Capital Management, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Servicing Associate
      • Mar 2010 - Jun 2017

  • Barclays Corporate & Investment Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Banking Assistant
      • Sep 2008 - Mar 2010

  • Lehman Brothers
    • Capital Markets
    • 700 & Above Employee
    • M&A Banking Assistant
      • Nov 2006 - Sep 2008

      of Global Power / M&A Groups of Global Power / M&A Groups

  • Carolyn Snyder Lemmon, Esq., LLC
    • Albany, New York Area
    • Summer Intern as a Legal Assistant
      • Aug 2002 - Sep 2006

  • Chestnut Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Intern
      • Feb 2005 - May 2006

      Collated income tax returns - Created Excel spreadsheets for investment / wealth management clients Collated income tax returns - Created Excel spreadsheets for investment / wealth management clients

Education

  • Manhattan College
    B.S, Finance
    2002 - 2006
  • Manhattan College
    BA, Finance, Business Management
    2002 - 2006

Community

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