William Lane Email
Vice President, Relationship Manager @ SS&C Black Diamond Wealth Solutions
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William Lane Location
- High Point, NC, US
William Lane Work
- 2022 -now Vice President, Relationship Manager @
- 2016 -2021 Director of Sales and Service Small Plan Market @ Truist Financial Corporation (formerly BB&T)
- 2003 -2015 Senior Vice President and State Manager @ Truist Financial Corporation (formerly BB&T)
- 1994 -2003 Vice President and Relationship Manager @ Truist Financial Corporation (formerly BB&T)
William Lane Education
- Campbell University
Bachelor of Business Administration - BBA (Trust Management with a minor in Financial Planning)
William Lane Skills
- Relationship Management
- Leadership
- Sales Management
- Investment Advisory
- Investment Management
- Retirement Planning
- Wealth Management
- Mutual Funds
- 401(k) Retirement Savings Plans
- Financial Services
- Project Management
- Sales
- Forecasting
- Business Development
- Investment Strategies
- Risk Management
- Plan Design
- analytical
- Asset Allocation
- Energy
- Customer Relationship Management (CRM)
- Management
- Teaching
- Negotiation
- Team Leadership
- Effective Communication
- Presentation Skills
- Problem Solving
- Coaching
- Easily Adaptable
- Retirement
- AIF
- Retirement Savings
- compliance
- Account administration
- Series 65
- Fiduciary Governance
- Process Efficiency
- Fee analysis
- Detail oriented
- Process Improvement
- Creativity
- Motivation
- Training
William Lane Summary
- William Lane, based in High Point, NC, US, is currently a Vice President, Relationship Manager at SS&C Black Diamond Wealth Solutions. William Lane brings experience from previous roles at Truist Financial Corporation (formerly BB&T). William Lane holds a Bachelor of Business Administration - BBA in Trust Management with a minor in Financial Planning @ Campbell University. With a robust skill set that includes Relationship Management, Leadership, Sales Management, Investment Advisory, Investment Management and more. William Lane has 1 emails on RocketReach.
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