David Lemmon
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David Lemmon Email & Phone Number

Deputy Chief Financial Officer at Mariner Wealth Advisors
Location: Kansas City Metropolitan Area, United States 11 work roles 1 school
1 work email found @marinerwealthadvisors.com 1 phone found area 816 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@marinerwealthadvisors.com
Direct phone (816) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Deputy Chief Financial Officer
Location
Kansas City Metropolitan Area, United States

Who is David Lemmon? Overview

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Quick answer

David Lemmon is listed as Deputy Chief Financial Officer at Mariner Wealth Advisors, based in Kansas City Metropolitan Area, United States. AeroLeads shows a work email signal at marinerwealthadvisors.com, phone signal with area code 816, and a matched LinkedIn profile for David Lemmon.

David Lemmon previously worked as Deputy Chief Financial Officer at Mariner and Senior Vice President of Strategic Finance at Mariner Wealth Advisors. David Lemmon holds Business, Finance from The University Of Kansas.

Company email context

Email format at Mariner Wealth Advisors

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{first}.{last}@marinerwealthadvisors.com
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AeroLeads found 1 current-domain work email signal for David Lemmon. Compare company email patterns before reaching out.

Profile bio

About David Lemmon

I am an accomplished leader and finance professional with nearly 15 years of experience in the entertainment and financial services industries. I possess skills in people leadership, strategic planning/development, and fostering relationships with key business stakeholders. I also have the ability to collaborate effectively, train and develop staff, and successfully negotiate beneficial outcomes.

Listed skills include Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, and 24 others.

Current workplace

David Lemmon's current company

Company context helps verify the profile and gives searchers a useful next step.

Mariner Wealth Advisors
Mariner Wealth Advisors
Deputy Chief Financial Officer
Kansas City, MO, US
11 roles

David Lemmon work experience

A career timeline built from the work history available for this profile.

Deputy Chief Financial Officer

Kansas City, Mo, Us

Vice President Of Finance

Team leader responsible for financial planning and analysis for the consolidated organization. Extensive experience working with the Board, management team, investors, banks, and other third-party vendors.

Sep 2020 - Nov 2021

Director, Corporate Planning & Reporting

Responsible for the management of financial planning, budgeting, and merger and acquisition planning for the consolidated company.

Oct 2016 - Sep 2020

Manager, Corporate Planning & Reporting

Apr 2014 - Oct 2016

Financial Analyst, Manager

Boston, Massachusetts, Us

Provide financial planning and analysis for State Street's Global Services business. Team leader with special emphasis on budgeting, forecasting, and financial modeling.

Feb 2013 - Apr 2014

Financial Analyst

Boston, Massachusetts, Us

Developed financial models to assist in strategic planning for direct expenses.

Apr 2011 - Feb 2013

Accountant

Boston, Massachusetts, Us

Completed journal entries, account reconciliations, and assisted with month-end close. Also, provided revenue dashboard reporting and analysis.

Mar 2010 - Mar 2011

Senior Account Specialist

Boston, Massachusetts, Us

I acted as a key member of a team that helped State Street convert over 85 asset portfolios worth over 9.5 billion dollars. I helped our team build our client service from the ground up by: working late hours to meet critical deadlines, developing guidelines for each new project, continuously training staff, and processing complex asset portfolios under minimal supervision Led as a key member of a team that designed and implemented a paperless process to State Streets operations group. After completing the steps to go paperless, we developed the procedures and audit standards to allow employees to work from home.Provided daily audit of the investment accounting for large asset portfolios.Administered interviews for possible intern candidates.

May 2008 - Apr 2010

Fund Accountant

Boston, Massachusetts, Us

Responsible for the NAV Calculations for various asset portfolios.

Jul 2007 - May 2008
1 education record

David Lemmon education

  • The University Of Kansas
    The University Of Kansas
    Finance
FAQ

Frequently asked questions about David Lemmon

Quick answers generated from the profile data available on this page.

What company does David Lemmon work for?

David Lemmon works for Mariner Wealth Advisors.

What is David Lemmon's role at Mariner Wealth Advisors?

David Lemmon is listed as Deputy Chief Financial Officer at Mariner Wealth Advisors.

What is David Lemmon's email address?

AeroLeads has found 1 work email signal at @marinerwealthadvisors.com for David Lemmon at Mariner Wealth Advisors.

What is David Lemmon's phone number?

AeroLeads has found 1 phone signal(s) with area code 816 for David Lemmon at Mariner Wealth Advisors.

Where is David Lemmon based?

David Lemmon is based in Kansas City Metropolitan Area, United States while working with Mariner Wealth Advisors.

What companies has David Lemmon worked for?

David Lemmon has worked for Mariner, Mariner Wealth Advisors, Amc Theatres, and State Street Bank.

How can I contact David Lemmon?

You can use AeroLeads to view verified contact signals for David Lemmon at Mariner Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did David Lemmon attend?

David Lemmon holds Business, Finance from The University Of Kansas.

What skills is David Lemmon known for?

David Lemmon is listed with skills including Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, Budgets, Finance, Strategic Financial Planning, and Financial Services.

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