JL

Jeremy Lehrer

Skilled Investment Communicator Seeking Cpm/ Senior Investment Sales Roles at LinkedIn

Jeremy Lehrer, CFA, CPWA, CAIA, is an experienced investment professional with a comprehensive background in client relationship management and sales in the financial services industry. Currently seeking new opportunities following a recent layoff at Matthews Asia, Jeremy aims to explore roles such as Client Portfolio Manager or senior investment sales, while remaining open to other possibilities. With over 15 years at Matthews Asia, Jeremy has excelled in various positions, including Relationship Manager and Co-Lead for US Intermediary Distribution, guiding clients in navigating Asian and emerging market investments. Prior experience includes leadership roles at Charles Schwab and research positions focused on global investment opportunities. Educational credentials include a Master of Pacific International Affairs from UC San Diego and a Bachelor of Arts in Political Science and Asian Studies from the University of North Carolina at Chapel Hill.

Links

Previous companies

Charles Schwab logo