Lance Armenta Email
Wealth Planning Analyst @ Shufro, Rose & Co, LLC
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Lance Armenta Location
- New York, NY, US
Lance Armenta Work
- 2024 -now Wealth Planning Analyst @
- 2024 -2024 Registered Client Associate @
- 2023 -2024 Senior Private Wealth Associate, Team Lead @
- 2021 -2023 Private Wealth Associate, Team Lead @
- 2021 -2022 Private Wealth Associate @
- 2020 -2021 Financial Consultant @
- 2019 -2019 Summer Intern Wealth Management @
Lance Armenta Education
- University of North Carolina at Chapel Hill
Bachelor's degree (Economics)
2015-2020
Lance Armenta Summary
- Lance Armenta, based in New York, NY, US, is currently a Wealth Planning Analyst at Shufro Rose. Lance Armenta brings experience from previous roles at UBS and Bernstein Private Wealth Management. Lance Armenta holds a 2015 - 2020 Bachelor's degree in Economics @ University of North Carolina at Chapel Hill. Lance Armenta has 2 emails on RocketReach.
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