Lany G. Email
Client Service Manager @ Veritas Boston Wealth Management
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Lany G. Location
- United States
Lany G. Work
- Client Service Manager @ (May 2025 - Present)
- Associate Director, Distribution and Client Service @ (September 2022 - February 2025)
- Client Portfolio Analyst @ (September 2021 - September 2022)
- Relationship Management Assistant @ (February 2020 - September 2021)
- Project Administrator and Analyst @ La Opera S. R. L. (October 2016 - January 2020)
- Business Analyst @ (May 2017 - August 2017)
- Investment Consultant - Offshore and LATAM @ (March 2015 - May 2016)
- Senior Specialist and Team Lead, Client Service @ (May 2014 - March 2015)
- Specialist, Client Service @ (March 2012 - May 2014)
- Associate, Client Service @ (December 2010 - February 2012)
Lany G. Education
- Simmons University
Bachelor of Arts (Finance)
2006-2010 - Boston Latin Academy 2000-2004
Lany G. Summary
- Lany G., based in United States, is currently a Client Service Manager at Veritas Boston Wealth Management. Lany G. brings experience from previous roles at Artisan Partners, Income Research + Management, Loomis, Sayles & Company and La Opera S. R. L.. Lany G. holds a 2006 - 2010 Bachelor of Arts in Finance @ Simmons University. Lany G. has 1 emails on RocketReach.
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