Jamie Lotta

VP - Financial Consultant

+1 206-287-3807

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Wealth Management - Associate, Merrill Lynch, Private Wealth Management, 2019-2022
  • VP - Fund Manager, Sharespost, 2015-2016
  • Private Equity - Broker, MicroVentures, 2013-2015
  • Hedge Fund - Associate, Coast Asset Management/Post Advisory Group, 2002-2011
  • Sales - Associate, UBS, 2001-2001

Education

  • BA, Investments & Marketing, Loyola Marymount University

Personal interests and affiliations

  • Seattle Art Museum, Member, 2002-Present
  • Seattle Art Museum Supporters, Member, 2023-Present
  • Museum of Modern Art - San Francisco, Member, 2015-Present
  • ArtPoint - De Young Museum, San Francisco, Advisory Council, 2017

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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