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Robert Lantzy Location
New York, NY, US
Robert Lantzy Work
2025 -now Legal and Compliance @
2022 -2025 Vice President, Legal and Compliance @
2019 -2022 Compliance Officer @
2017 -2019 Regional Compliance Officer @
2016 -2017 Financial Advisor @
2014 -2016 Asset Management Associate @
2012 -2014 Fixed Income Analyst @
2011 -2012 Financial Planning Analyst @
Robert Lantzy Education
Saint Joseph's University - Erivan K. Haub School of Business
Bachelor of Business Administration - BBA (Finance and Financial Management Services)
2008-2012
Holy Ghost Preparatory School
High School Diploma
2004-2008
Robert Lantzy Skills
Leadership
PowerPoint
Public Speaking
Fixed Annuities
Fixed Income
Bonds
Retirement Planning
Settlement
Financial Risk
Business Analysis
Finance
Team Leadership
Cho
Investment Advisory
Asset Allocation
Equities
FINRA
Strategic Financial Planning
Microsoft Word
Bloomberg Terminal
Marketing
Asset Management
Time Management
Financial Analysis
Robotics
Management
Investment Banking
Strategic Financial
Trading
Middle Office
Options
Securities
Hedge Funds
Presentation Skills
Series 99
Sales
Microsoft PowerPoint
Series 66
Wealth Management
Compliance
Microsoft Excel
Legal Compliance
Regulatory Compliance
Surveillance
Series 7
Robert Lantzy Summary
Robert Lantzy, based in New York, NY, US, is currently a Legal and Compliance at Ares Management Corporation. Robert Lantzy brings experience from previous roles at Blue Owl Capital, PIMCO and Morgan Stanley. Robert Lantzy holds a 2008 - 2012 Bachelor of Business Administration - BBA in Finance and Financial Management Services @ Saint Joseph's University - Erivan K. Haub School of Business. With a robust skill set that includes Leadership, PowerPoint, Public Speaking, Fixed Annuities, Fixed Income and more. Robert Lantzy has 2 emails and 1 mobile phone numbers on RocketReach.
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