Lance Deal Email & Phone Number
Managing Director @ Forvis Mazars US
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Lance Deal Location
- New York, NY, US
Lance Deal Work
- Managing Director @ (June 2022 - Present)
- Managing Director @ (November 2018 - Present)
- Executive Director @ (July 2016 - November 2018)
- Risk Advisory Services @ (August 2014 - July 2016)
- CFO and Controller @ (May 2013 - August 2014)
- Director - Operations Controls @ (March 2006 - March 2013)
- Vice President - Manager, Regulatory Reporting @ (May 2004 - March 2006)
- Regulatory Reporting @ (January 1999 - January 2004)
- Accountant @ Principal Financial Securities, Inc. (January 1995 - January 1997)
Lance Deal Education
- Securities Industry Institute
Wharton Business School
2009-2011 - Texas State University
Bachelor of Business Administration (BBA) (accounting)
1991-1993
Lance Deal Skills
- 15c3-1
- 15c3-3
- Accounting
- Back Office
- Brokerage
- Business Analysis
- Equities
- FINRA
- FINRA Written Supervisory Procedures
- Financial Analysis
- Financial Risk
- Financial Services
- Fixed Income
- Internal Controls
- Investments
- Mergers & Acquisitions
- Mutual Funds
- Relationship Management
- Risk Management
- Root Cause Problem Solving
- SOX 404
- SOX Internal Controls
- Securities
- Securities Exchange Act of 1934
- swap dealer
- Root Cause Problem
- Regulatory
- Regulatory Reporting
- Strategy
- Operations
- Editing
- Customer Service
- Securities Exchange Act
- See 4+See Less
- Finra Written
- Mergers and Acquisitions
Lance Deal Summary
- Lance Deal, based in New York, NY, US, is currently a Managing Director at Forvis Mazars US. Lance Deal brings experience from previous roles at Dixon Hughes Goodman LLP, Morgan Stanley and UBS Financial Services Inc. Lance Deal holds a 2009 - 2011 Wharton Business School @ Securities Industry Institute. With a robust skill set that includes 15c3-1, 15c3-3, Accounting, Back Office, Brokerage and more. Lance Deal has 5 emails and 2 mobile phone numbers on RocketReach.
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