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 1 mobile phone numbers on RocketReach.
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Top Steadmont Advisors Employees
Taylor Hart
Partner, President at Steadmont Advisors
Birmingham, AL, US
Mimi Dunn
Partner, Client Advisor
Birmingham, AL, US
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Birmingham, AL, US
Amy Drinkard
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