Lance Oman, Cfa
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Lance Oman, Cfa Email & Phone Number

Client Portfolio Manager - West Region at Origin Investments
Location: San Francisco, California, United States 8 work roles 1 school
2 work emails found @troweprice.com 8 phones found area 510, 925, and 559 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 8 phones

Work email l****@troweprice.com
Direct phone (510) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Origin Investments
Role
Client Portfolio Manager - West Region
Location
San Francisco, California, United States
Company size
5 employees

Who is Lance Oman, Cfa? Overview

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Quick answer

Lance Oman, Cfa is listed as Client Portfolio Manager - West Region at Origin Investments, a company with 5 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at troweprice.com, phone signal with area code 510, 925, 559, and a matched LinkedIn profile for Lance Oman, Cfa.

Lance Oman, Cfa previously worked as RIA Regional Investment Consultant Northern California and Pacific Northwest at T. Rowe Price and Director • RIA West Region at Wisdomtree Asset Management. Lance Oman, Cfa holds Bachelor Of Science (Bs), Business Administration from California State University, Fresno.

Company email context

Email format at Origin Investments

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*@troweprice.com
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AeroLeads found 2 current-domain work email signals for Lance Oman, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Lance Oman, Cfa

➤ Results-driven and highly knowledgeable Registered Investment Advisors and Regional Bank Account Management Professional credited with 20 years of performance-driven expertise with Capital Markets, ETFs, Mutual Funds, portfolio construction, and successfully advancing distribution of strategies by understanding specific investment goals➤ Proven history identifying, building, and developing new relationships, along with productive business opportunities with Registered Investment Advisors ➤ Offer strengths articulating investment strategies/market trends into actionable ideas and providing proven solutions contributing to corporate initiatives➤ Provide leadership through serving as a subject matter expert by coaching/mentoring internal partners➤ Lead and engage in collaborative communications with CIOs, Research Analysts, and CEOs to build strong relationships with sophisticated/complex RIA and Bank Trust clients➤ In-depth business acumen includes developing and implementing strategic sales planning, RIA knowledge, delivering complex investment ideas, and supporting strategic initiatives Core Competencies ➤ Exchange Traded Funds ETFs➤ Registered Investment Advisors RIAs➤ Asset Allocation➤ Business Development/Growth➤ Client-Centric Mindset/Prospecting ➤ Factor-Based Investing➤ Investment/Quantitative/Competitor – Analysis➤ Private Credit➤ Problem Identification & Resolution➤ Sales Leadership➤ Wealth Management➤ Collaborator/Leadership ➤ Develop Solutions/Drive Work Forward ➤ Supporting Strategic Initiatives➤ Effective Communications

Listed skills include Mutual Funds, Asset Allocation, Investment Advisory, Capital Markets, and 17 others.

Current workplace

Lance Oman, Cfa's current company

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Origin Investments
Origin Investments
Client Portfolio Manager - West Region
San Francisco, CA, US
Website
troweprice.com
Employees
5
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Company profile
View company profile Email format
8 roles · 26 years

Lance Oman, Cfa work experience

A career timeline built from the work history available for this profile.

Ria Regional Investment Consultant Northern California And Pacific Northwest

Current
T. Rowe Price

Baltimore, Maryland, US

➤ Highly skilled manager of top 250 RIA prospects/clients; prioritize building and nurturing solid relationships with key contact, such as CIOs, Research Analysts, and CEOs in California, Washington, and Oregon.➤ Throughout my four-year tenure, successfully identified and pursued new prospects, leading to increased sales and broadening client coverage➤.

Nov 2019 - Present

Director • Ria West Region

Wisdomtree Asset Management

New York, NY, US

➤ Excelled managing top 200 RIAs prospects and clients in California, Washington, and Oregon. Multifaceted responsibilities included identifying prospects, developing strategic relationships, devising territory strategies and business plans, and collaborating with internal partners to optimize our resources and products➤ Skilled Product Consultant.

2016 - Jul 2019

Senior Vice President • Ria & Bank Trust Investment Consultant West Region

New York Life Investments

New York, NY, US

➤ Spearheaded development of MainStay Investments and IndexIQ ETFs distribution in California, Washington, Colorado, and Oregon for RIAs and Bank Trusts➤ Focused on RIAs managing over $500M and Private Bank Portfolio Managers with top-tier banks in five states➤ Successfully increased institutional RIA coverage by 30% with over 40 additional clients and.

2015 - 2016 ~1 yr

Vice President • Ria Wealth Advisor Services San Francisco | Seattle | Portland

Fidelity Investments

Boston, MA, US

➤ Governed sales of Fidelity Funds to RIAs and Bank Trusts across California, Washington, Oregon, and Utah that included implementing a territory sales blueprint comprised of strategic plans for each firm and focus clients, as well as targeted goals for business partner➤ Initiated and established coverage of regional bank trust prospects

2014 - 2015 ~1 yr

Vice President • Ria & Bank Trust Sales

Trust Company Of The West (Tcw)

➤ Directed TCW and MetWest fund distribution to RIAs/Bank Trust/Family Offices in San Francisco Bay Area➤ Supported National Accounts Team with coverage of large clients and regional banks, including Charles Schwab & Co. ➤ Executed $250M in new fund sales by expanding territory coverage with new client additions➤ Drove 20% expansion in RIA and Bank Trust.

2012 - 2013 ~1 yr

Director • Ishares Business Development Officer – Bank Wealth Management Channel

Blackrock (Formerly Barclays Global Investors)

➤ Fostered relationships with Bank Wealth Portfolio Managers/Regional Investment Managers and regional bank, Due-Diligence Teams of top-tier firms, including Goldman Sachs/Credit Suisse/Wells Fargo and U.S. Trust, et al➤ Broadened client coverage 30+% within first 12-months of hire➤ Pivotal to $12B escalation in AUM having mentored internal sales partner.

2008 - 2011 ~3 yrs

Ria Regional Director • Charles Schwab Investment Management

Charles Schwab & Co., Inc.
  • ➤ Incorporated a deep knowledge of asset allocation and product knowledge to onboard additional RIA and Bank Trust clients, drive productivity, and help launch 8 premiere funds➤ Advanced from Account Manager
  • Charles Schwab Institutional Sales (2000 – 2005)Business Development Manager
  • Charles Schwab Investment Management (2005 – 2006) in recognition for consistently exceeding all quarterly meeting and gross sales
2000 - 2008 ~8 yrs
Team & coworkers

Colleagues at Origin Investments

Other employees you can reach at troweprice.com. View company contacts for 5 employees →

KS Kathleen Scurti Kathleen Scurti Colleague at Origin Investments Baltimore, Maryland, United States, United States View → JC Justin Campbell Justin Campbell Colleague at Origin Investments Severna Park, Maryland, United States, United States View → PH Paula Hunter Paula Hunter Colleague at Origin Investments Hampstead, Maryland, United States, United States View → KY Keith Y. Keith Y. Colleague at Origin Investments York, Pennsylvania, United States, United States View → SH Shaunte Hill Shaunte Hill Colleague at Origin Investments Laurel, Maryland, United States, United States View → EC Erin Cullen Erin Cullen Colleague at Origin Investments Baltimore, Maryland, United States, United States View → DM Deborah Mosier Deborah Mosier Colleague at Origin Investments Rosedale, Maryland, United States, United States View → SD Santoshi Damidi Santoshi Damidi Colleague at Origin Investments Owings Mills, Maryland, United States, United States View → TO Tony Overbey Jr. Tony Overbey Jr. Colleague at Origin Investments Owings Mills, Maryland, United States, United States View → CL Cowina L. Cowina L. Colleague at Origin Investments Hong Kong SAR, Hong Kong View →
1 education record

Lance Oman, Cfa education

  • California State University, Fresno
    California State University, Fresno
    Business Administration
FAQ

Frequently asked questions about Lance Oman, Cfa

Quick answers generated from the profile data available on this page.

What company does Lance Oman, Cfa work for?

Lance Oman, Cfa works for Origin Investments.

What is Lance Oman, Cfa's role at Origin Investments?

Lance Oman, Cfa is listed as Client Portfolio Manager - West Region at Origin Investments.

What is Lance Oman, Cfa's email address?

AeroLeads has found 2 work email signals at @troweprice.com for Lance Oman, Cfa at Origin Investments.

What is Lance Oman, Cfa's phone number?

AeroLeads has found 8 phone signal(s) with area code 510, 925, 559 for Lance Oman, Cfa at Origin Investments.

Where is Lance Oman, Cfa based?

Lance Oman, Cfa is based in San Francisco, California, United States while working with Origin Investments.

What companies has Lance Oman, Cfa worked for?

Lance Oman, Cfa has worked for Origin Investments, T. Rowe Price, Wisdomtree Asset Management, New York Life Investments, and Fidelity Investments.

Who are Lance Oman, Cfa's colleagues at Origin Investments?

Lance Oman, Cfa's colleagues at Origin Investments include Kathleen Scurti, Justin Campbell, Paula Hunter, Keith Y., and Shaunte Hill.

How can I contact Lance Oman, Cfa?

You can use AeroLeads to view verified contact signals for Lance Oman, Cfa at Origin Investments, including work email, phone, and LinkedIn data when available.

What schools did Lance Oman, Cfa attend?

Lance Oman, Cfa holds Bachelor Of Science (Bs), Business Administration from California State University, Fresno.

What skills is Lance Oman, Cfa known for?

Lance Oman, Cfa is listed with skills including Mutual Funds, Asset Allocation, Investment Advisory, Capital Markets, Investment Management, Wealth Management, Investments, and Asset Management.

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