Amy Lanier

Amy Lanier Email and Phone Number

VP, Client Relations @ Steadmont Advisors
Amy Lanier's Location
Birmingham, Alabama, United States, United States
Amy Lanier's Contact Details

Amy Lanier personal email

n/a

Amy Lanier phone numbers

About Amy Lanier

Amy Lanier is a VP, Client Relations at Steadmont Advisors. She possess expertise in asset allocation, asset management, securities, wealth management, investment management and 8 more skills.

Amy Lanier's Current Company Details
Steadmont Advisors

Steadmont Advisors

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VP, Client Relations
Amy Lanier Work Experience Details
  • Steadmont Advisors
    Vp, Client Relations
    Steadmont Advisors Nov 2024 - Present
    View
  • Envestnet, Inc
    Director, Strategic Relationship Management
    Envestnet, Inc Apr 2022 - May 2024
    View
  • Envestnet, Inc
    Vice President, Senior Enterprise Consultant
    Envestnet, Inc Jan 2018 - May 2022
    View
  • Foliodynamix
    Senior Vice President, Customer Success
    Foliodynamix Nov 2016 - Dec 2017
    Dallas/Fort Worth Area
    View
  • Summit Advisor Solutions
    Vice President Implementation
    Summit Advisor Solutions Dec 2015 - Oct 2016
    Dallas/Fort Worth Area
    View
  • Envestnet, Inc
    Vice President Program Management
    Envestnet, Inc Oct 2014 - Nov 2015
    Addison, Tx
    View
  • Placemark Investments
    Vice President Program Management
    Placemark Investments Jul 2013 - Sep 2014
    Addison, Tx
    View
  • Placemark Investments
    Vice President; Relationship Management
    Placemark Investments Jun 2012 - Jun 2013
    Addison, Tx
    View
  • Placemark Investments
    Vice President; Sub-Advisor Relations
    Placemark Investments Mar 2009 - Jul 2012
    View
  • Placemark Investments
    Vice President; Implementations
    Placemark Investments Apr 2007 - Mar 2009
    View
  • Bank Of America
    Vice President; Senior Operations Manager
    Bank Of America Aug 2005 - Mar 2007
    View
  • Bank Of America
    Assistant Vice President; Operations Manager
    Bank Of America Jan 2004 - Jul 2005
    View
  • Invesco
    Operations Manager
    Invesco Jan 2003 - Dec 2003
    View
  • Invesco
    Assistant Manager Of Operations
    Invesco Jul 2002 - Dec 2002
    View
  • Invesco
    Portfolio Administrator
    Invesco Aug 2000 - Jun 2002
    View
  • J. C. Bradford & Co.
    Performance Analyst
    J. C. Bradford & Co. Oct 1999 - Jul 2000

Amy Lanier Skills

Asset Allocation Asset Management Securities Wealth Management Investment Management Equities Investments Investment Advisory Fixed Income Financial Services Investment Strategies Asset Managment Customer Relationship Management

Amy Lanier Education Details

Frequently Asked Questions about Amy Lanier

What company does Amy Lanier work for?

Amy Lanier works for Steadmont Advisors

What is Amy Lanier's role at the current company?

Amy Lanier's current role is VP, Client Relations.

What is Amy Lanier's email address?

Amy Lanier's email address is am****@****ark.com

What is Amy Lanier's direct phone number?

Amy Lanier's direct phone number is +197294*****

What schools did Amy Lanier attend?

Amy Lanier attended The University Of Alabama.

What skills is Amy Lanier known for?

Amy Lanier has skills like Asset Allocation, Asset Management, Securities, Wealth Management, Investment Management, Equities, Investments, Investment Advisory, Fixed Income, Financial Services, Investment Strategies, Asset Managment.

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