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Mike Lanzone Location
Philadelphia, PA, US
Mike Lanzone Work
Financial Advisor @ (December 2022 - Present)
Senior Trade Analyst @ (September 2021 - December 2022)
Trade Analyst @ (June 2019 - September 2021)
Intern @ (August 2018 - April 2019)
Intern @ (May 2018 - August 2018)
Intern @ (May 2017 - August 2017)
Caddie @ (April 2012 - August 2016)
Mike Lanzone Education
University of Pittsburgh
BSBA (Finance, Economics, Marketing)
2015-2019
Radnor Senior High School
High School Diploma
2011-2015
Mike Lanzone Skills
Accounting
Asset Allocation
Asset Allocation Strategies
Budgeting
Business Development
Cash Flow
Certified Financial Planner
Charitable Giving
Communication
Comprehensive Planning
Customer Service
Customer Support
Data Analysis
Digital Marketing
Disability Insurance
Equities
Estate Planning
Event Planning
Family Offices
Finance
Financial Modeling
Financial Planning
Financial Planning Services
Financial Services
Financial Statements
Interpersonal Skills
Investment Advisory Services
Investment Portfolios
Investment Research
Investment Strategies
Investments
Leadership
Life Insurance
Long Term Care Insurance
Management
Marketing Strategy
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Multi-generational wealth transfer
Next-Generation Network (NGN)
Operational Efficiency
Partnerships
Personal Finance
Portfolio Management
PowerPoint
Problem Solving
Process Improvement
Project Management
Property and Casualty Insurance
Public Speaking
Retirement Planning
Sales
Separately Managed Accounts
Series 65
Series 7
Small Business Consulting
Social Media
Strategic Planning
Tactical Asset Allocation
Tax Advisory
Taxation
Teamwork
Thomson One
ThomsonOne
Time Management
Trade Compliance
Trade Finance
Trading
Trading Systems
Vestmark
Wealth Management Services
Mike Lanzone Summary
Mike Lanzone, based in Philadelphia, PA, US, is currently a Financial Advisor at Janney Montgomery Scott LLC. Mike Lanzone brings experience from previous roles at Janney Montgomery Scott LLC and University of Pittsburgh Katz Graduate School of Business. Mike Lanzone holds a 2015 - 2019 BSBA in Finance, Economics, Marketing @ University of Pittsburgh. With a robust skill set that includes Accounting, Asset Allocation, Asset Allocation Strategies, Budgeting, Business Development and more. Mike Lanzone has 2 emails on RocketReach.
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