Registered Client Associate@ Wells Fargo Advisors
Walnut Creek, California, United States
Lance Mantle
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Sonoma State University
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Tell me more about Lance Mantle?
FlashIntel GPTLance Mantle is a Registered Client Associate at Wells Fargo Advisors LLC with 13.4 years of work experience. He has expertise in series 7, uniform combined state law, investments, and mutual funds. Lance has worked at Morgan Stanley, Yapstone, and J.P. King Advisors, Inc. in various roles. He is based in Walnut Creek, California.
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About
Registered Client Associate at Wells Fargo Advisors LLC
Work Experience
Registered Client Associate
Financial Services
Lance Mantle's Professional Milestones
- Registered Client Associate (2015-07-01~): Building strong client relationships through proactive communication and timely problem resolution.
- Audit Associate (2013-06-01~2013-08-01): Conducted thorough market research to identify business opportunities and ensure compliance with industry regulations.
Education
Finance,
Bachelors,
Bachelor Of Science
2006-2010Skill
Series 7
Uniform Combined State Law
Investments
Mutual Funds
Certification
Colleagues
Zachary B.
In the job market and owner of Buckley’s Bites Beef Jerky
Ross Wolff
Product Owner
Oluwatoyin Orebiyi
escalations manager at wells fargo advisors & owner at jt carr property solutions llc
Nathaniel Diorio
Agile Product Owner | Experience Portfolio Management Platform
David Weihe
Senior Product Manager | Product Owner | Full-Stack Developer | Information Technology Regulatory And Finance | Agile Software Engineering Delivery
Other Named Lance Mantle
Frequently asked questions
We found 1 Lance Mantle's email addresses
We found 2 Lance Mantle's phone numbers
Lance Mantle's social media include: Linkedin,
Lance Mantle works for Wells Fargo Advisors
Lance Mantle's role in Wells Fargo Advisors is Registered Client Associate
Lance Mantle works in the industry of Financial Services
Lance Mantle's colleagues are Zachary B.,Ross Wolff,Oluwatoyin Orebiyi
Lance Mantle's latest job experience is Registered Client Associate at Wells Fargo Advisors
Lance Mantle's latest education in Sonoma State University
