Lance Penhale
United States Military Academy at West Point
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Lance Penhale is a highly experienced Financial Advisor with 8 years of experience at First Command Financial Services. He has a strong background in coaching military families in financial security and coaching them towards their financial security goals. Lance is also a 2021 Forty under 40 Awardee and has worked in various roles, including Senior Assistant Wrestling Coach at Admiral Arthur W. Radford High School. He is currently responsible for First Command's operations across the state of Alaska and has a wide range of skills and expertise.
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About
Originally from Nikiski, Alaska, Lance has 8 Years of experience with First Command Financial Services and has been a client since graduating from the United States Military Academy at West Point in 2010. He is also a 2021 Forty under 40 Awardee from the Alaska Journal of Commerce and Anchorage Daily News. He started his post-military career as a Financial Advisor in Aiea, Hawaii. He served the Army, Navy, Air Force, Marines, and Coast Guard communities throughout the island of Oahu. He takes great pride and finds purpose in coaching military families in their pursuits of financial security. Additionally, he was the Senior Assistant Wrestling Coach at Admiral Arthur W. Radford High School. He soon realized the importance of finding and mentoring the next generation of Financial Advisors. In March of 2018, Lance was asked to move to Fort Worth, Texas to serve as an Associate Director for First Command’s Field Force Training Team and a primary instructor for the new advisor training program. In March 2020, Lance was blessed with the opportunity to return home to Alaska, where he was born and raised, to serve as the District Advisor, Registered Principal, and as the local Hiring Authority. In that capacity, his primary objective is to hire high-character leaders, interested in dedicating themselves to serving as Financial Advisors and coaches to the military and local communities. He's responsible for First Command's operations across the entire state of Alaska and currently has offices in Anchorage, Fairbanks, and Juneau. Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages. Please view them here: https://www.firstcommand.com/social-media-guidelines/
...See MoreWork Experience
District Advisor
District Advisor
District Advisor
Financial Advisor
Financial Services
Lance Penhale's Professional Milestones
- District Advisor: Guided district leaders to optimize resources and maximize profitability for the organization.
- Platoon Leader (2011-07-01~2012-12-01): Successfully implemented efficient strategy towards optimizing operational efficiency and achieving project deadlines.
Education
Computer Science
2006-2010Skill
Microsoft Office
Research
Teaching
Photoshop
Public Speaking
Html
Strategic Planning
Budgets
Leadership
Training
Management
Readiness
Logistics
Physical Security
Information Assurance
Security Clearance
Team Building
Coaching
Program Management
Sales
Sales Management
Finance
Independent Financial Advice
Direct Sales
Insurance
Life And Health Insurance Licenses
Life Insurance
Health Insurance
Mutual Funds
Private Equity
Portfolio Management
Series 7
Series 66
Securities Regulation
Customer Service
Microsoft Dynamics Crm
Customer Relationship Management
Account Management
Marketing
Business Development
Sales Operations
Marketing Strategy
Event Planning
Event Management
Army
C4isr
Combat
Command
Command And Control
Comsec
Certification
Colleagues
Other Named Lance Penhale
Frequently asked questions
We found 2 Lance Penhale's email addresses
We found 3 Lance Penhale's phone numbers
Lance Penhale works for First Command Financial Services, Inc.
Lance Penhale's role in First Command Financial Services, Inc. is District Advisor
Lance Penhale works in the industry of Financial Services
Lance Penhale's colleagues are Mike Daly,Glenn R Allton,Toi Beveridge Wright
Lance Penhale's latest job experience is District Advisor at First Command Financial Services, Inc.
Lance Penhale's latest education in United States Military Academy at West Point