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Lance Kudla Email & Phone Number
Chief Operations Officer
at
Envision Capital Management Group
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Operations Officer
Location
Chicago, Illinois, United States
Who is Lance Kudla? Overview
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Quick answer
Lance Kudla is listed as Chief Operations Officer at Envision Capital Management Group, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Lance Kudla.
Lance Kudla previously worked as Incoming Wealth Management Intern at Fairhaven Wealth Management and Business Owner at Kudla And Crawford Group Llc. Lance Kudla holds Undergraduate, Finance, General, Sophmore from Indiana University - Kelley School Of Business.
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Envision Capital Management Group
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Profile bio
About Lance Kudla
Passionate finance and accounting student at Indiana University with a knack for delving into financial markets and investment strategies.
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Lance Kudla's current company
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10 roles
Lance Kudla work experience
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Incoming Wealth Management Intern
Current
Jun 2024 - Present
Business Owner
Kudla And Crawford Group Llc
- Researched and analyzed investment properties to evaluate their viability as investments. Conducted detailed analyses on over 100 properties, with values ranging from $100,000 to $1 million- Networked with investors and acquisition partners, successfully connecting over 100 vetted investors with lucrative investment opportunities- Effectively.
Aug 2023 - Aug 2024
Artesian Farm Llc
- Gained a well-rounded understanding of running a start-up business as well as sustainability in running a business- Attended business meetings and learned the financial, and economic factors for running a business. - Performed financial modeling and prepared sales and marketing plans- Sparked my initial interest in the fields of finance, economics, and.
Jun 2018 - Aug 2024
Investment Advisor Virtual Internship
- Gained insights into discerning 100+ investor risk profiles. Accurately assessed financial objectives, and tailored investment strategies to align with client goals which lead to enhanced overall client satisfaction- Honed my proficiency by assisting management with 50+ investment portfolios using rigorous research. Compared portfolio makeup, risk.
Sep 2022 - Oct 2023
Summer Camp Counselor
- Gained proficiency in time management through balancing between 6+ kids per session- Biked 100 miles a week to get to work, yet always showed up significantly early- Bike mechanic for 150+ campers per week
Jun 2023 - Aug 2023
Program Coordinator
- Networked with schools and marketed Travel Unity to underrepresented students/communities- Developed communication skills through maintaining relationships with schools and processing information and data to other team members
Jan 2023 - May 2023
Marketing Outreach Coordinator
- Developed network relationships with 20+ industry professionals each month to enhance community awareness and secure investments for a concept medical device- Established and implemented sustainable and diverse funding strategies, successfully meeting the financial and operational objectives of the organization
Jan 2023 - May 2023
Chapter Director
Faby (Finance And Business For Youth)
- As the leader of operations in Chicago, managed and executed initiatives to teach finance, business, economics, and stock market fundamentals to 50+ students daily, resulting in an estimated 25% increase in student engagement- Spearheaded the creation and implementation of 4 innovative classes, boosted community involvement by an estimated 30% and.
Aug 2022 - Dec 2022
Educational Internship
- Conducted in-depth research on publicly traded companies and formulated detailed presentations delineating comparative analyses to elucidate the potential performance differentials between securities or indices, thereby contributing to informed investment decisions and strategic market insights - Gained proficiency in financial topics and best practices.
Sep 2021 - Jun 2022
4 education records
Lance Kudla education
Undergraduate, Finance, General, Sophmore
Education record
Winter Program, Finance And Investing
Summer Program, Economics
FAQ
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What company does Lance Kudla work for?
Lance Kudla works for Envision Capital Management Group.
What is Lance Kudla's role at Envision Capital Management Group?
Lance Kudla is listed as Chief Operations Officer at Envision Capital Management Group.
Where is Lance Kudla based?
Lance Kudla is based in Chicago, Illinois, United States while working with Envision Capital Management Group.
What companies has Lance Kudla worked for?
Lance Kudla has worked for Envision Capital Management Group, Fairhaven Wealth Management, Kudla And Crawford Group Llc, Artesian Farm, and Mainstay Capital Management, Llc.
How can I contact Lance Kudla?
You can use AeroLeads to view verified contact signals for Lance Kudla at Envision Capital Management Group, including work email, phone, and LinkedIn data when available.
What schools did Lance Kudla attend?
Lance Kudla holds Undergraduate, Finance, General, Sophmore from Indiana University - Kelley School Of Business.
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