2024 -2024 Managing Director, Chair of US Wealth @
2023 -2024 Head of US Wealth Enterprise @
2018 -2023 Head of iShares U.S. Wealth Advisory at BlackRock @
2017 -2018 Global Head, Strategic Retirement Initiatives @
2012 -2017 CEO of Dimensional SmartNest LLC @
2004 -2012 Vice President, Office of the Chairman @
2004 -2012 Vice President, Office of the Chairman @
2001 -2004 Head of Advisor Distribution @
1994 -2001 President @ AEGON Financial Services Group, Advisor Resources
1993 -1994 Vice President @ Dreyfus Funds
1989 -1993 Financial Advisor @
Michael Lane Education
Binghamton University
Bachelor's degree (Political Science and Government)
1985-1989
Michael Lane Skills
ETFs
Investment Advisory
Asset Allocation
Investment Management
Investment Strategies
Series 7
Wealth Management
Mutual Funds
401k
Uniform Combined State Law
Financial Advisory
Series 63
High Net Worth Individuals
Asset Managment
Retirement Planning
Services
Michael Lane Summary
Michael Lane, based in Austin, TX, US, is currently a Head of Asset Management at SEI. Michael Lane brings experience from previous roles at BlackRock and Dimensional Fund Advisors. Michael Lane holds a 1985 - 1989 Bachelor's degree in Political Science and Government @ Binghamton University. With a robust skill set that includes ETFs, Investment Advisory, Asset Allocation, Investment Management, Investment Strategies and more. Michael Lane has 3 emails and 2 mobile phone numbers on RocketReach.
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