Lance Bright Email & Phone Number

"Enthusiasm spells the difference between mediocrity and accomplishment." -Norman Vincent PealeAnd I am anything but unenthusiastic. I am an analytical and experienced financial industry professional who leverages extensive experience in financial analysis techniques, modeling, reporting, auditing, budgeting, administration, and management to guide business and client success. I am also familiar with account management, data management, forecasting, revenue generation and operations management.After nearly twenty years handling personal wealth, I made a focus switch to corporate and business finance metrics. Taking the skills I've honed in the wealth management aspect of finance, I am able to bring a unique viewpoint to how to achieve corporate and business success by conducting research, identifying and developing financial improvements and opportunities, identifying financial trends, creating models for financial planning processes and coordinating financial projects and programs to increase efficiency and quality of service. Financial Analysis & Management ▪ Administration ▪ Statistical Analysis ▪ Process Improvement ▪ Risk Analysis & Management ▪ Business Development ▪ Asset Management ▪ Strategic Planning ▪ Account Management ▪ Problem-Solving ▪ Performance Optimization ▪ Financial Modeling ▪ Data Management*****Disclosures: IVY INVESTMENTS℠ refers to the financial services offered by Ivy Distributors, Inc., a FINRA member broker dealer and the distributor of IVY FUNDS® mutual funds, and those financial services offered by its affiliates. The IVY FUNDS are managed by Ivy Investment Management Company. These posts have been provided for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. IDI is not responsible for, and does not endorse, any content, advertising, products, advice, opinions, recommendations, terms of use or privacy policies, or other materials on or available from third parties, including LinkedIn. Please visit https://www.ivyinvestments.com/social-media for more information.

Listed skills include Financial Services, Asset Allocation, Insurance, Financial Advisory, and 18 others.