Claire M. McNamara

Wealth Management Assistant

716-856-3300

cmcnamara@LumsdenCPA.com

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Claire has been a wealth management assistant for Lumsden & McCormick Financial Services since 2004. She has served as a member of the financial services industry since 1995. She has passed the FINRA SIE, Series 6, 7, 63, and 66 exams. 

EDUCATION

Buffalo State College, Bachelor of Science, Business Studies and a minor in Management Economics

PROFESSIONAL

SIE, Series 6, 7, 63, and 66 securities exams, Passed

FUN FACTS

In her spare time, Claire enjoys reading, crafts, and especially baking.  Her favorite sweet treat to bake and eat is homemade brownies.  Give her a call, she will gladly share the recipe with you!


 

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Upcoming Events

AuditWatch University Level 3

AuditWatch University Level 3

May 23, 2020

AuditWatch University Level 3: Beginning In-Charge Training prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit.

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AuditWatch University Level 2

AuditWatch University Level 2

May 23, 2020

AuditWatch Level 2: Experience Staff Training introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls.

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