Neil Lerner

Neil Lerner

Senior Vice President-Investments, Senior Portfolio Manager, Wealth Advisor
New York, New York, United States

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Work Experience

UBS Financial Services

Senior Vice President-Investments, Senior Portfolio Manager, Wealth Advisor

2009-01-01 - Present

Smith Barney

Senior Vice President, Senior Portfolio Manager

2005-03-01 - 2009-01-01

Prudential Securities

Senior Vice President, Senior Portfolio Manager

1988-02-01 - 2005-03-01

E.F. Hutton

Senior Vice President

1983-02-01 - 1988-03-01

Janney Montgomery Scott LLC

Account Executive

1981-01-01 - 1983-02-01

Skills

financial services investment banking wealth management asset management banks & credit unions financial advising investing

Languages

German Spanish French English