Edward Lane Email & Phone Number
SVP, Private Client Advisor Team Leader @ Commerce Bank
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Edward Lane Location
- St. Louis, MO, US
Edward Lane Work
- SVP, Private Client Advisor Team Leader @ (August 2022 - Present)
- SVP, Senior Trust Advisor @ (September 2011 - August 2022)
- VP and Senior Trust Officer @ U.S. Bank, Private Client Reserve (December 2009 - October 2011)
- VP, Senior Trust Advisor @ Wachovia Trust/Wells Fargo Trust (July 2008 - December 2009)
- Assistant Manager, Personal Trust Admin @ (July 1987 - July 2008)
Edward Lane Education
- National Association of Estate Planners & Councils
Accredited Estate Planner
2022 - Greene Consulting Sales/Wealth Management Series 2017
- Cannon Financial Institute
Wealth Management Initiatives Course
2013 - Institute of Certified Bankers
Certified Trust & Fiduciary Advisor
2001 - Webster University
Master of Arts - MA (Business Administration and Management, General)
1995 - Dale Carnegie Training
Public Speaking
1993 - Webster University
BA Management (Management w/Finance)
Edward Lane Skills
- Accredited Estate Planner
- Asset Allocation
- Banking
- Certified Trust & Fiduciary Advisor
- Customer Service
- Estate Planning
- Finance
- Financial Services
- Investment Advisory
- Investments
- Management
- Mutual Funds
- Portfolio Management
- Relationship Management
- Retirement Planning
- Series 7
- Strategic Planning
- Strategy
- Wealth Management
Edward Lane Summary
- Edward Lane, based in St. Louis, MO, US, is currently a SVP, Private Client Advisor Team Leader at Commerce Bank. Edward Lane brings experience from previous roles at UMB Bank, U.S. Bank, Private Client Reserve, Wachovia Trust/Wells Fargo Trust and A.G. Edwards & Sons, Inc.. Edward Lane holds a Accredited Estate Planner @ National Association of Estate Planners & Councils. With a robust skill set that includes Accredited Estate Planner, Asset Allocation, Banking, Certified Trust & Fiduciary Advisor, Customer Service and more. Edward Lane has 3 emails and 3 mobile phone numbers on RocketReach.
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Edward Lane
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