Jon Lantz Email & Phone Number
Senior Vice President, Director of Bank and Trust Services @ Capital Institutional Services, Inc. (CAPIS)
5 free lookup(s).
Jon Lantz Location
- Dallas, TX, US
Jon Lantz Work
- 2018 - now Senior Vice President, Director of Bank and Trust Services @
- 2006 - now Vice President, Institutional Sales @
- 2003 - 2006 Trust Officer @
- 2002 - 2003 Account Executive @ Major Saver Fundraising
Jon Lantz Education
- Campbell University 1997 - 2002
Jon Lantz Skills
- Series 7
- Series 63
- Equities
- Trading
- Fixed Income
- FINRA
- Electronic Trading
- Securities
- Series 3
- Mutual Funds
- Financial Services
- Equity Trading
- Portfolio Management
- Hedge Funds
- Wealth Management
- Asset Allocation
Jon Lantz Summary
- Jon Lantz, based in Dallas, TX, US, is currently a Senior Vice President, Director of Bank and Trust Services at Capital Institutional Services, Inc. (CAPIS). Jon Lantz brings experience from previous roles at Capital Institutional Services, Inc. (CAPIS), Bank of America and Major Saver Fundraising. Jon Lantz holds a 1997 - 2002 Campbell University. With a robust skill set that includes Series 7, Series 63, Equities, Trading, Fixed Income and more. Jon Lantz has 2 emails and 1 mobile phone numbers on RocketReach.
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Ed O'Dowd
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Lorraine Meredith
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John Kimbrough
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Josh Hall
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Caran Chaney
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David Choate
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