Jon Lantz's Location

Dallas, Texas, United States

Jon Lantz's Work

Jon Lantz's Education

  • Campbell University

    Bachelor of Business Administration (BBA); MBA ( Trust Administration, Financial Planning)

    1997 - 2002

Jon Lantz's Skills

  • Series 7
  • Series 63
  • Equities
  • Trading
  • Fixed Income
  • FINRA
  • Electronic Trading
  • Securities
  • Series 3
  • Mutual Funds

Jon Lantz's Summary

Jon Lantz, based in Dallas, Texas, United States, is currently a Senior Vice President, Director of Bank and Trust Services at Capital Institutional Services, Inc. (Capis), bringing experience from previous roles at Capital Institutional Services, Inc. (Capis), Bank of America and Major Saver Fundraising Inc. Jon Lantz holds a 1997 - 2002 Bachelor of Business Administration (BBA); MBA in Trust Administration, Financial Planning @ Campbell University. With a robust skill set that includes Series 7, Series 63, Equities, Trading, Fixed Income and more, Jon Lantz contributes valuable insights to the industry. Jon Lantz has 1 email and 1 mobile phone number on RocketReach.

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