Debbie Lanier

Debbie Lanier Email and Phone Number

Client Service Relationship Manager at Austin Asset @ Austin Asset
austin, texas, united states
Debbie Lanier's Location
Austin, Texas, United States, United States
Debbie Lanier's Contact Details

Debbie Lanier personal email

About Debbie Lanier

Debbie Lanier is a Client Service Relationship Manager at Austin Asset at Austin Asset. She possess expertise in investment advisory, insurance, client services, financial analysis, employee benefits and 5 more skills.

Debbie Lanier's Current Company Details
Austin Asset

Austin Asset

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Client Service Relationship Manager at Austin Asset
austin, texas, united states
Website:
austinasset.com
Employees:
19
Debbie Lanier Work Experience Details
  • Austin Asset
    Client Service Relationship Manager
    Austin Asset Jul 2022 - Present
  • Austin Asset
    Client Service Manager
    Austin Asset Jul 2020 - Jul 2022
  • Austin Asset
    Sr. Associate - Client Services
    Austin Asset Jul 2015 - Jul 2020
    Austin, Tx
  • Austin Asset
    Client Service Associate
    Austin Asset Jul 2014 - Jul 2015
  • Resource Consulting Group, Inc.
    Operations And Compliance Manager
    Resource Consulting Group, Inc. Dec 2004 - Jul 2014
    Austin, Tx
    Managed day-to-day operations for a registered investment advisory firm servicing high net worth clients. Areas of responsibility included client servicing, compliance and insurance.
  • Nfp Insurance Services
    Sr. Account Manager
    Nfp Insurance Services 2000 - 2004
    Austin, Tx
  • The Newport Group
    Financial Analyst
    The Newport Group 1997 - 2000
    Heathrow, Fl
    Designed and administered broad based corporate-owned life insurance and non-qualified executive benefit plans. Created various plan designs and annual performance reviews for clients.
  • Clark Consulting
    Design Analyst
    Clark Consulting 1995 - 1997
    Dallas, Tx

Debbie Lanier Skills

Investment Advisory Insurance Client Services Financial Analysis Employee Benefits Long Term Care Life And Health Insurance Licenses Compliance Series 7 Series 66

Debbie Lanier Education Details

Frequently Asked Questions about Debbie Lanier

What company does Debbie Lanier work for?

Debbie Lanier works for Austin Asset

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

Debbie Lanier's current role is Client Service Relationship Manager at Austin Asset.

What is Debbie Lanier's email address?

Debbie Lanier's email address is dl****@****ail.com

What schools did Debbie Lanier attend?

Debbie Lanier attended The University Of Texas At Arlington - College Of Business Administration.

What skills is Debbie Lanier known for?

Debbie Lanier has skills like Investment Advisory, Insurance, Client Services, Financial Analysis, Employee Benefits, Long Term Care, Life And Health Insurance Licenses, Compliance, Series 7, Series 66.

Who are Debbie Lanier's colleagues?

Debbie Lanier's colleagues are John Okoro, Will Wike, Cfp®, Priscilla Duggan, Elena Trevino, Tony Kelvin, Allie Bequette, Emilee Boyer.

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