Patrick Lane Email & Phone Number
Senior Vice President @ First Citizens Wealth
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Patrick Lane Location
- Belmont, NC, US
Patrick Lane Work
- 2018 -now Senior Vice President @
- 2014 -2016 Senior Consultant @
- 2012 -2014 National Sales - Regional Manager @
- 2008 -2012 Managing Director @
- 2004 -2008 President and Managing Director, Wachovia Securities Direct @ Wachovia Securities
Patrick Lane Education
- University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.) (Economics)
- Wake Forest University - Babcock Graduate School of Management
Patrick Lane Skills
- Financial Services
- Risk Management
- Series 7
- Management
- Banking
- Investments
- Finance
- Customer Service
- Asset Management
- Portfolio Management
- Wealth Management
- Series 63
- Leadership
- Mutual Funds
- Securities
- Financial Analysis
- Strategic Financial Planning
- Equities
- Business Analysis
- Business Strategy
- Fixed Income
- Strategic Planning
- Mergers & Acquisitions
- Consulting
- Sales
- Capital Markets
- Financial Risk
- Investment Advisory
- Sales Management
- Operations Management
- Change Management
- Business Process Improvement
- Trading
- Mergers and Acquisitions
- Integration
Patrick Lane Summary
- Patrick Lane, based in Belmont, NC, US, is currently a Senior Vice President at First Citizens Investor Services. Patrick Lane brings experience from previous roles at Oyster Consulting, LLC, Wells Fargo Advisors and Wachovia Securities. Patrick Lane holds a Bachelor of Arts (B.A.) in Economics @ University of North Carolina at Chapel Hill. With a robust skill set that includes Financial Services, Risk Management, Series 7, Management, Banking and more. Patrick Lane has 2 emails and 1 mobile phone numbers on RocketReach.
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