Josh Lantz Email & Phone Number
Chief Operating Officer
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Josh Lantz Location
- Chanhassen, MN, US
Josh Lantz Work
- 2011 -now Chief Investment Officer and Financial Advisor @
- 2011 -now Chief Operating Officer @ MD Financial Advisors
Josh Lantz Education
- Iowa State University
Bachelor of Science (Business Finance)
2002-2006
Josh Lantz Skills
- Leadership
- Insurance
- Retirement Planning
- Portfolio Management
- Financial Modeling
- Investments
- Mortgage Lending
- Finance
- Process Improvement
- Asset Allocation
- Investment Advisory
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Risk Management
- New Business Development
- Asset Management
- Customer Service
- Financial Analysis
- Series 7
- Securities
Josh Lantz Summary
- Josh Lantz, based in Chanhassen, MN, US, is currently a Chief Operating Officer at MD Financial Advisors. Josh Lantz brings experience from previous roles at MD Financial (US). Josh Lantz holds a 2002 - 2006 Bachelor of Science in Business Finance @ Iowa State University. With a robust skill set that includes Leadership, Insurance, Retirement Planning, Portfolio Management, Financial Modeling and more. Josh Lantz has 2 emails and 1 mobile phone numbers on RocketReach.
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