Ann J Lemon, MBA
About Ann J Lemon, MBA
Ann J Lemon, MBA, serves as the CEO of Ann Lemon Group, a position she has held since 2005. With a diverse background in finance, sustainability, and corporate relationships, she has held various leadership roles at notable institutions including UBS and Columbia University.
Work at Primerica
Ann J Lemon worked at Primerica as a Financial Services Representative from 2017 to 2020. During her three-year tenure in Edison, New Jersey, she focused on providing financial services and advice to clients, leveraging her extensive background in investments and financial management.
Current Role as CEO
Since 2005, Ann J Lemon has served as the CEO of Ann Lemon Group, located in the Greater New York City Area. In this role, she oversees the company's operations and strategic direction, drawing on her extensive experience in finance and sustainability.
Education and Expertise
Ann J Lemon holds an MBA from Columbia Business School, where she studied Finance, Money and Financial Markets from 1982 to 1984. She also earned a BA in Liberal Arts from Smith College. Additionally, she has specialized training in Green Finance and Carbon Trading from the Levin Graduate Institute of International Relations and Commerce.
Professional Background
Ann J Lemon has held various significant positions throughout her career. She served as Vice President of Investments at UBS from 2000 to 2005, managing financial marketing and communications for portfolios valued at $1 billion. She also worked at Columbia University as VP of Corporate and Community Relationships and has experience in sustainability roles, including Director of Sustainability at DUCE Construction.
Achievements in Investments
During her time at UBS, Ann J Lemon sold $150 million of fixed and variable annuities as part of balanced portfolio management. She also worked as a consultant on customer retention strategies for high net worth and government clients, showcasing her expertise in financial services and client relations.