Principal and Senior Consultant @ (September 2016 - December 2022)
Client Relationship Manager @ (October 2015 - September 2016)
Relationship Manager @ (November 2005 - October 2015)
Account Administrator and Supervisor @ (March 1995 - November 2005)
Scott Lanza Education
York College of Pennsylvania
BA (Political Science)
Scott Lanza Skills
Relationship Management
Mutual Funds
Series 63
Series 6
401k
Financial Services
Series 7
Wealth Management
Retirement
Finance
Retirement Planning
Asset Allocation
Equities
FINRA
Customer Service
Securities
Investment Strategies
401(k) Retirement Savings Plans
401k Retirement Savings Plans
401 Retirement Savings Plans
Scott Lanza Summary
Scott Lanza, based in Philadelphia, PA, US, is currently a Senior Relationship Manager at Empower. Scott Lanza brings experience from previous roles at Mercer, Ascensus and Vanguard. Scott Lanza holds a BA in Political Science @ York College of Pennsylvania. With a robust skill set that includes Relationship Management, Mutual Funds, Series 63, Series 6, 401k and more. Scott Lanza has 4 emails and 4 mobile phone numbers on RocketReach.
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