Jeff M Lemmo

age ~49

from Dublin, CA

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Also known as:

Jeffrey M Lemmo
Jeffrey Michael Lemmo
Jeff O

Connected to:

Jeff Lemmo Phones & Addresses

Dublin, CA
Tracy, CA
Sunnyvale, CA
Milpitas, CA
San Joaquin, CA
Santa Clara, CA

Work

Company:

First republic bank
Dec 2014 to Aug 2019
Position:

Vice president - aml programs and applications

Education

Degree:

Bachelors, Bachelor of Arts
School / High School:

Utah State University
1994 to 1997
Specialities:

Liberal Arts

Skills

Insurance • Finance • Customer Service • Management • Small Business • Retirement • Project Management • Investments • Leadership • Team Building • Vendor Management • Consulting • Strategy • Portfolio Management • Microsoft Office • Public Speaking • Business Process • Strategic Planning • Program Management • Risk Management • Enterprise Software • Business Strategy • 401 Rollovers • Annuity Sales • Asset Protection • Estate Planning • Gifting Strategies • Key Person Protection • Legacies • Licensed Life Insurance Agent • Licensed In Long Term Care Insurance • Multi Generational Planning • Multi Generation Wealth Transfer • Protection Planning/Family Security • Retirement Planning • Succession Planning • Wealth Preservation Planning • Fixed Annuities • Marketing Strategy • Life Insurance • Sales • Social Media • Marketing • Information Technology • Customer Relationship Management • Change Management • Business Transformation • Project Management Office • Organizational Development • Organizational Leadership

Ranks

Certificate:

Pmp

Interests

Social Services • Education

Industries

Financial Services

Name / Title

Company / Classification

Phones & Addresses

Jeff Lemmo
Director

Access Search Group

181 Metro Dr #290, San Jose, CA 95110
(408)4368496

Resumes

Head Of Aml Solutions Delivery

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Location:

Atlanta, GA

Industry:

Financial Services

Work:

First Republic Bank Dec 2014 - Aug 2019
Vice President - Aml Programs and Applications
First Republic Bank Dec 2014 - Aug 2019
Head of Aml Solutions Delivery
Nylife Securities Llc Apr 2013 - Oct 2015
Registered Representative
Lemmo Insurance Services Jan 2010 - Mar 2013
Owner
Svb Financial Group Aug 2000 - Nov 2009
Enterprise Project Office Manager

Education:

Utah State University 1994 - 1997
Bachelors, Bachelor of Arts, Liberal Arts Foothill High School 1989 - 1992

Skills:

Insurance
Finance
Customer Service
Management
Small Business
Retirement
Project Management
Investments
Leadership
Team Building
Vendor Management
Consulting
Strategy
Portfolio Management
Microsoft Office
Public Speaking
Business Process
Strategic Planning
Program Management
Risk Management
Enterprise Software
Business Strategy
401 Rollovers
Annuity Sales
Asset Protection
Estate Planning
Gifting Strategies
Key Person Protection
Legacies
Licensed Life Insurance Agent
Licensed In Long Term Care Insurance
Multi Generational Planning
Multi Generation Wealth Transfer
Protection Planning/Family Security
Retirement Planning
Succession Planning
Wealth Preservation Planning
Fixed Annuities
Marketing Strategy
Life Insurance
Sales
Social Media
Marketing
Information Technology
Customer Relationship Management
Change Management
Business Transformation
Project Management Office
Organizational Development
Organizational Leadership

Interests:

Social Services
Education

Certifications:

Pmp
Fire and Casualty
Life, Accident and Health
Series 6
Series 63
Project Management Institute, License 218922
California Department of Insurance, License 0G88548
Financial Industry Regulatory Authority (Finra), License Crd #5791041
License 218922
License 0G88548
License Crd #5791041