Amy Lanier Email & Phone Number
VP, Client Relations @ Steadmont Advisors
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Amy Lanier Location
- Birmingham, AL, US
Amy Lanier Work
- 2024 -now VP, Client Relations @
- 2022 -2024 Director, Strategic Relationship Management @
- 2018 -2022 Vice President, Senior Enterprise Consultant @
- 2016 -2017 Senior Vice President, Customer Success @
- 2015 -2016 Vice President Implementation @
- 2014 -2015 Vice President Program Management @
- 2013 -2014 Vice President Program Management @
- 2012 -2013 Vice President; Relationship Management @
- 2009 -2012 Vice President; Sub-Advisor Relations @
- 2007 -2009 Vice President; Implementations @
- 2005 -2007 Vice President; Senior Operations Manager @
- 2004 -2005 Assistant Vice President; Operations Manager @
- 2003 -2003 Operations Manager @
- 2002 -2002 Assistant Manager of Operations @
- 2000 -2002 Portfolio Administrator @
- 1999 -2000 Performance Analyst @ J. C. Bradford & Co.
Amy Lanier Education
- The University of Alabama
B.S. (Corporate Finance & Investment Management)
1995-1999
Amy Lanier Skills
- Asset Managment
- Investments
- Wealth Management
- Investment Advisory
- Asset Allocation
- Equities
- Securities
- Fixed Income
- Investment Management
- Financial Services
- Asset Management
- Investment Strategies
- Bloomberg
- Customer Relationship Management Crm
- Customer Relationship Management
Amy Lanier Summary
- Amy Lanier, based in Birmingham, AL, US, is currently a VP, Client Relations at Steadmont Advisors. Amy Lanier brings experience from previous roles at Envestnet, Inc, FolioDynamix and Summit Advisor Solutions. Amy Lanier holds a 1995 - 1999 B.S. in Corporate Finance & Investment Management @ The University of Alabama. With a robust skill set that includes Asset Managment, Investments, Wealth Management, Investment Advisory, Asset Allocation and more. Amy Lanier has 2 emails and 2 mobile phone numbers on RocketReach.
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