Lance W Email & Phone Number
Vice President @ Counterpoint Distributors, Inc
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Lance W Location
- Delray Beach, FL, US
Lance W Work
- 2021 -now Vice President @
- 2019 -2020 Head of Indices and Model Portfolios @
- 2017 -2019 Managing Director @
- 2015 -2017 Head of Business Development @ Metric Advisors/Breakaway Solutions
- 2010 -2014 Vice President @
- 2003 -2009 Managing Regional Director @
- 2000 -2003 Regional Investment Consultant @
- 1996 -2000 Dealer Marketing @
Lance W Education
- Northeastern University
(Finance & Economics)
1994-1999 - Essex Community Education Center UHSD #46
Diploma (Gen Education)
1990-1994
Lance W Skills
- Mutual Funds
- Series 7
- Series 63
- Separately Managed Accounts
- Asset Allocation
- Alternative Investments
- ETFs
- Investment Strategies
- Investments
- Asset Managment
Lance W Summary
- Lance W, based in Delray Beach, FL, US, is currently a Vice President at Counterpoint Distributors, Inc. Lance W brings experience from previous roles at CFRA Research, Pacer ETFs, Metric Advisors/Breakaway Solutions and Affiliated Managers Group. Lance W holds a 1994 - 1999 Northeastern University. With a robust skill set that includes Mutual Funds, Series 7, Series 63, Separately Managed Accounts, Asset Allocation and more. Lance W has 3 emails and 1 mobile phone numbers on RocketReach.
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