Jamie Lantz Email & Phone Number
Wealth Planner @ Optimize Financial Group
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Jamie Lantz Location
- Edmonton, AB, CA
Jamie Lantz Work
- 2023 -now Wealth Planner @
- 2013 -now Financial Advisor @ Fincor Financial Group
- 2013 -2023 Mutual Fund Representative @
- 2010 -2013 Private Wealth Advisor @ Solid Exempt Market Solutions
- 2002 -2011 Owner | Project Manager | Creative Director @
Jamie Lantz Education
- University of Alberta
Bachelor of Commerce
1995-1999
Jamie Lantz Skills
- Alternative Investments
- Marketing
- Securities
- Real Estate
- Investment Properties
- Private Equity
- Diamonds
- Entrepreneurship
- Advertising
- Retirement Planning
- Estate Planning
- Web Design
- Graphic Design
- Strategic Planning
- Small Business
- Marketing Strategy
- Wealth Management
- Finance
- Portfolio Management
- Retirement Income Planning
- Life Insurance
- Employee Benefits
- Limited Partnerships
- Private Placements
- Precious Metals
- Business Development
- Management
- Management Consulting
- Retirement
- Project Management
- Account Management
- Strategic Financial Planning
- Asset Management
- Business Planning
- Financial Planning
- WordPress
- Social Media Marketing
- Corel Photopaint
- Microsoft Excel
- Squarespace
- Leadership
- Branding and Identity
- Sales
- Microsoft Office
- CorelDRAW
- Corporate Identity
- Social Media
- Brand Development
- Facebook Marketing
- MailChimp
- Customer Service
- Instagram Marketing
- Maximizer Crm
Jamie Lantz Summary
- Jamie Lantz, based in Edmonton, AB, CA, is currently a Wealth Planner at Optimize Wealth Management. Jamie Lantz brings experience from previous roles at Fincor Financial Group, CI Assante Wealth Management, Solid Exempt Market Solutions and RedShark Marketing. Jamie Lantz holds a 1995 - 1999 Bachelor of Commerce @ University of Alberta. With a robust skill set that includes Alternative Investments, Marketing, Securities, Real Estate, Investment Properties and more. Jamie Lantz has 2 emails on RocketReach.
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Top Optimize Financial Group Employees
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Jamie Lantz
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Marius Royal
Manager, Digital Marketing and Lead Generation
Toronto, ON, CA
Gary Kouyoumjian
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Alex Lane
Vice President, Portfolio Management
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Batuhan Karabay
Financial Services Associate
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Cesar Cossio
Portfolio Manager
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Matthew Garnet
Managing Director, Corporate Development
Toronto, ON, CA
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