B. Lane Carrick is a Co Host at The Deal Table.
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Co HostThe Deal TableDallas, Tx, Us -
Founder And Managing DirectorOptima Mergers & Acquisitions Feb 2024 - PresentDallas, Texas, United States -
Instructor - Business Leadership Center, Thirteen Time Teaching Excellence Award RecipientSmu Cox School Of Business--Mba Business Leadership Center Nov 2019 - PresentDallas, Texas, United States -
Advisory Board MemberCatapult Partners Jan 2021 - PresentDallas, Texas, United States -
Senior M&A AdvisorGenerational Equity, Llc Apr 2021 - Jan 2024Richardson, Texas, United States -
Startup MentorSmu Start-Up Launch Competition Nov 2021 - Apr 2022Dallas, Texas, United States
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Managing DirectorThe 86 Group, Llc Jan 2021 - Apr 2022Plano, Texas, United States -
Advisory Board MemberSalesboost, Llc Sep 2021 - Mar 2022Dallas, Texas, United States -
PresidentCarrick Consulting Group, Llc Jul 2012 - Dec 2020Dallas/Fort Worth Area
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Regional Managing DirectorUnited Capital Financial Partners, Inc May 2012 - Jun 2012Dallas, Texas -
TrusteeDixon Gallery & Gardens 2007 - 2012
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Founding Shareholder & Chairman Of The BoardTriumph Bancshares, Inc. And Triumph Bank Jun 2006 - Aug 2011Organized Triumph Bancshares and Triumph Bank as founding shareholder, provided initial capital in organization, organized Board of Directors, hired initial management team, and lead $22 million capital raise; served as Chairman of the Board from startup to $200 million in assets.
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Managing DirectorUnited Capital Finanical Partners, Inc Nov 2010 - Mar 2011Memphis, Tennessee, United States -
TreasurerMethodist Healthcare Foundation 2010 - 2011
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Founder, Chairman & CeoSovereign Wealth Management, Inc. Jun 1998 - Nov 2010 -
Founder, Executive Vice-PresidentInvestment Counsel & Trust Company Jan 1991 - May 1998Memphis, Tennessee, United States
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GraduateLeadership Memphis 1995 - 1996
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Account Executive, Certified Financial PlannerDean Witter Reynolds, Inc. Jun 1983 - Dec 1990Memphis, Tennessee, United States
B. Lane Carrick Education Details
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Banking And Financial Services -
The College For Financial PlanningFinancial Planning And Services -
Investments And Investor Psychology -
Memphis University School
Frequently Asked Questions about B. Lane Carrick
What company does B. Lane Carrick work for?
B. Lane Carrick works for The Deal Table
What is B. Lane Carrick's role at the current company?
B. Lane Carrick's current role is Co Host.
What schools did B. Lane Carrick attend?
B. Lane Carrick attended Boston University, The College For Financial Planning, The University Of Memphis, Memphis University School.
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