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Lance Risbey is a Helping business owners increase wealth using insurance. at Self-employed. He possess expertise in investments, investor relations, strategic planning, business strategy, business planning and 27 more skills. He is proficient in English.
Self-Employed
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Insurance AdvisorSelf-Employed Jun 2021 - Present
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Financial Security AdvisorFreedom 55 Financial Jul 2016 - Jun 2021Kelowna, BcHelping people manage risks and plan for the future. -
Finance & Management ConsultantLwr Capital Jun 2015 - Jun 2016Penticton, BcAssisted a startup company with business planning and organization.
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Finance & Management ConsultantLwr Capital Feb 2009 - Jun 2015Vancouver, CanadaAssisted small companies with business planning and organization.
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Investment AdvisorPi Financial Corp. Oct 2005 - Jan 2009VancouverOperated in a small team environment where we serviced both private and institutional client trading requirements. We assisted public companies in raising capital. We worked on developing retirement plans for individual clients which were often senior executives or small business owners. -
Commodity & Currency BrokerRefco Canada Jul 2002 - Sep 2005VancouverOperated in a small team environment that serviced corporate hedging accounts and high net worth speculators in the OTC currency, commodity and option markets.
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Business DevelopmentTradelink 1999 - 2001VancouverMy role was to develop new relationships within the computer hardware business and to execute international transactions where we bought and sold large volumes of computer hardware between North America and Europe.
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Commodity BrokerFsg Canada 1996 - 1998VancouverMy role was as a commodity and options broker. I developed and serviced accounts for individual investors. Clients were gained through both cold calling and following up warm leads.
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Currency BrokerHarlow Meyer 1992 - 1996TorontoWe were one of four Inter-Bank brokerage firms that acted as a marketplace (similar to a stock exchange) for trading of the Canadian Dollar by both domestic and international banks.
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Commodity BrokerRefco Canada 1990 - 1992VancouverDeveloped and serviced a retail client book through cold calls and referrals.
Lance Risbey Skills
Frequently Asked Questions about Lance Risbey
What company does Lance Risbey work for?
Lance Risbey works for Self-Employed
What is Lance Risbey's role at the current company?
Lance Risbey's current role is Helping business owners increase wealth using insurance..
What is Lance Risbey's email address?
Lance Risbey's email address is lw****@****ail.com
What is Lance Risbey's direct phone number?
Lance Risbey's direct phone number is +125087*****
What are some of Lance Risbey's interests?
Lance Risbey has interest in Current Affairs, Economic Empowerment, Politics, Environment, Science And Technology, Animal Welfare, Financial Markets, Riding Motorcycles And Travel, Health.
What skills is Lance Risbey known for?
Lance Risbey has skills like Investments, Investor Relations, Strategic Planning, Business Strategy, Business Planning, Business Development, Finance, Sales, Customer Service, Marketing Strategy, Strategic Financial Planning, Management.
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