Lance W Email & Phone Number
Vice President @ Counterpoint Distributors, Inc
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Lance W Location
- Delray Beach, FL, US
Lance W Work
- Vice President @ (January 2021 - Present)
- Head of Indices and Model Portfolios @ (January 2019 - January 2020)
- Managing Director @ (January 2017 - January 2019)
- Head of Business Development @ Metric Advisors/Breakaway Solutions (January 2015 - January 2017)
- Vice President @ (January 2010 - January 2014)
- Managing Regional Director @ (August 2003 - December 2009)
- Regional Investment Consultant @ (January 2000 - January 2003)
- Dealer Marketing @ (January 1996 - January 2000)
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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