Connor Lantz Email & Phone Number
Financial Planner @ E-Wealth Partners
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Connor Lantz Location
- Minneapolis, MN, US
Connor Lantz Work
- 2022 -now Financial Planner @
- 2022 -2022 Client Services Associate @
- 2022 -2023 Financial Planner @ SBI Wealth Management
- 2019 -2022 Client Services Associate @ SBI Wealth Management
- 2017 -2022 Beertender @
- 2018 -2019 Onboarding Project Manager @
- 2018 -2018 Client Onboarding Specialist @
- 2016 -2018 Senior Client Service Liaison @
- 2014 -2016 Securities Licensing Specialist @
- 2015 -2018 Board Member @
- 2013 -2013 Intern @ SBI Financial Services
- 2012 -2012 Internship and Experiential Learning @
- 2011 -2012 Work Study @
Connor Lantz Education
- Saint John's University
Bachelor's degree (Business Administration and Management, General)
2010-2014
Connor Lantz Skills
- Project Management
- Financial Analysis
- PowerPoint
- Microsoft Excel
- Prezi
- Research
- Social Networking
- Securities Regulation
- Corporate Finance
- Tactical Asset Allocation
- Investment Strategies
- Customer Service
- Visio
- Wealth Management
- Services
- Securities
- Licensing
- Operations
- Liaison
Connor Lantz Summary
- Connor Lantz, based in Minneapolis, MN, US, is currently a Financial Planner at E-Wealth Partners. Connor Lantz brings experience from previous roles at E-Wealth Partners, SBI Wealth Management and Venn Brewing Company LLC. Connor Lantz holds a 2010 - 2014 Bachelor's degree in Business Administration and Management, General @ Saint John's University. With a robust skill set that includes Project Management, Financial Analysis, PowerPoint, Microsoft Excel, Prezi and more. Connor Lantz has 1 emails and 1 mobile phone numbers on RocketReach.
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