Barbara Lane Email & Phone Number
Financial Planner, Wealth Manager, past President and Founder, Senior Capital Management, Inc. @ Pathfinder Wealth Management, Inc
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Barbara Lane Location
- Rockford, IL, US
Barbara Lane Work
- Financial Planner, Wealth Manager, past President and Founder, Senior Capital Management, Inc. @ (February 2011 - Present)
- President and founder @ Senior Capital Management, Inc. (December 2004 - February 2011)
- Financial Advisor @ self-employed (November 1998 - December 2004)
- Comptroller, Financial Planning @ PG Display - Rockford, IL (February 1992 - November 1998)
Barbara Lane Education
- The American College
RICP (Retirement Income planning)
2013-2014 - Rock Valley College
(Business Administration and Management, General)
1982-1984 - Jefferson High School
High School
1970-1974
Barbara Lane Skills
- Financial Planning
- Wealth Management
- Retirement Planning
- 401k
- IRAs
- Asset Allocation
- Investment Advisory Services
- Estate Planning
- Asset Protection
- Long Term Care Protection
- Wealth
- Investments
- Strategic Financial Planning
- Financial Services
- Financial Advisory
- Long-term Care
- Insurance
- Retirement
- Wealth Accumulation
- Investment Advisory
- Long Term Care
- Management
- Microsoft Excel
- Financial Analysis
Barbara Lane Summary
- Barbara Lane, based in Rockford, IL, US, is currently a Financial Planner, Wealth Manager, past President and Founder, Senior Capital Management, Inc. at Pathfinder Wealth Management, Inc.. Barbara Lane brings experience from previous roles at Senior Capital Management, Inc., self-employed and PG Display - Rockford, IL. Barbara Lane holds a 2013 - 2014 RICP in Retirement Income planning @ The American College. With a robust skill set that includes Financial Planning, Wealth Management, Retirement Planning, 401k, IRAs and more. Barbara Lane has 1 emails and 3 mobile phone numbers on RocketReach.
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