Len Lanetti Email and Phone Number
Len Lanetti work email
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
Len Lanetti personal email
Len Lanetti phone numbers
After four years in the Air Force I started my career in the financial services industry with a brokerage firm in Philadelphia. From there I went to a mutual fund company, working my way up to managing the in house transfer agent and fund accounting departments. That position introduced me to some great folks and in 1987 I joined the start up, Funds Associates Ltd (FAL). FAL changed the face of the mutual fund industry. We built a new kind of investor record keeping system and introduced the first commercially available mutual fund subaccounting system known as SuRPAS. Today subaccounting is the norm for mutual fund record keeping and SuRPAS record keeps more mutual fund positions than any other system. While with SuRPAS we saw significant growth going from zero to over 100 million active investor accounts. The firm went through several M&A activities. Leveraging system capabilities and brand recognition our team penetrated a dozen vertical markets. My adventures in investor record keeping continued and for several years I worked with some great people across the US and in India.To date, I have had a long and successful career in the financial services industry managing undertakings related to technology and operations. Achieving noteworthy results and attaining goals linked to client services, competitive analysis, consultative services, documentation, training, marketing, product management, project management, sales support, system design, and team management.That said, there are more challenges in front of me as I use my life long experiences to help people set goals, create financial roadmaps, and attain fiscal freedom for themselves and their families.
Primerica
View- Website:
- primerica.com
- Employees:
- 17751
-
PresidentEfc Group Llc Apr 2019 - PresentMalvern, PaAvailable as a consultant to the financial services community, specializing in the areas of Operations, Technology, Documentation, Training, Analysis...
-
Regional LeaderPrimerica Apr 2019 - PresentCreating financially independent families. Please note that, in the skills section below, the skills assessments for Mutual Funds, Securities, Investments, Asset Management, Portfolio Management, Fixed Annuities and ETFs relate to my previous positions and Financial Services experience.
-
Vice President And Product ManagerEnvision Financial Systems, Inc. Jan 2012 - Mar 2019Malvern, PaJoined this firm as Vice President and Product Manager with the goal of creating new exchange traded fund and mutual fund processing capabilities. Helped build a prospect pipeline based on a subaccounting and wealth management architecture. In addition to creating new software capabilities and system services the venture required new operational components. This necessitated the creation of a network of operational services residing in the United States and off shore. We partnered with a large commercial bank for regulated services. Directed dozens of technical resources both in the United States and Bangalore India. Effected knowledge transfer regarding business and market needs related to operations and technology. Accomplished goals of launching a product and generating revenue. This required knowledge on topics such as cloud based systems, listed securities processing, next generation omnibus reconciliation, fund information management, revenue distribution, money movement, mobile first user interfaces, investor proposals, real time suitability testing, remote check processing, and image workflow to name just a few. Other recent projects include Healthcare Savings Accounts, blockchain, crypto-currencies, creation of a trust company, leading edge user interfaces, and the Internet of Things. Recent research activities include the investment activities of younger generations, opportunities based on recent and potential tax law changes, and the creation of new services for tax advantaged group retirement plans. -
Vice President & Senior Director Surpas Solutions TeamBny Mellon Feb 1987 - Nov 2011Valley Forge, PaAn original member of the entrepreneurial start up Funds Associates Ltd (FAL), acquired by First Data Corp then PNC Global Investor Services before more M&A activity moved the team to Bank of New York Mellon. Vice President, Product Manager, and Senior Director of the SuRPAS Solutions Team. Responsible for managing business analysts, content creators, operations departments, installations, and go teams. A significant contributor to all aspects of design, development, marketing, support, and delivery of the best investor record keeping system. Managed projects that put SuRPAS into 12 different vertical markets and helped grow our business from zero to over 100 million investor accounts during my time with the product. -
Manager Transfer Agent & Fund AccountingVan Kampen Feb 1982 - Feb 1987Philadelphia Pa And Naperville IlNow part of Invesco. Started as a transaction entry clerk eventually managing several back office departments. When VKM entered the mutual fund space, oversaw the acquisition of a mutual fund company, subsequently managed the in house transfer agent and fund accounting departments.
-
P & S ClerkElkins & Co Dec 1979 - Feb 1982Philadelphia PaPurchased by Bache. Initial job in the financial services industry as a back office operations clerk responsible for entering stock and bond trades. Progressed to be the responsible individual for the securities master database and the settlement of trades for listed securities on multiple stock exchanges.
-
Sergeant, Telecomunications SpecialistUnited States Air Force Nov 1975 - Nov 1979Homestead Afb, Homestead FloridaSergeant and shift supervisor at a top secret communications facility providing worldwide secure data and voice communication and cryptography for all service branches and multiple commands. Focused on standards development and quality control. Received the Air Force Good Conduct Ribbon and the Air Force Longevity Service Ribbon. Honorably discharged at the end of my voluntary service.
Len Lanetti Skills
Frequently Asked Questions about Len Lanetti
What company does Len Lanetti work for?
Len Lanetti works for Primerica
What is Len Lanetti's role at the current company?
Len Lanetti's current role is Investment Adviser Representative - Focused on Financial Education - Helping People Reach their Goals & Dreams.
What is Len Lanetti's email address?
Len Lanetti's email address is le****@****ast.net
What is Len Lanetti's direct phone number?
Len Lanetti's direct phone number is +161064*****
What are some of Len Lanetti's interests?
Len Lanetti has interest in Flying, Aircraft Pilot.
What skills is Len Lanetti known for?
Len Lanetti has skills like Financial Services, Mutual Funds, Business Analysis, Product Management, Securities, Management, Fund Accounting, Trading, Fixed Income, Project Management, Risk Management, Process Improvement.
Who are Len Lanetti's colleagues?
Len Lanetti's colleagues are Brittani Allen, Denny Fereira Villalobos, Blanca Bernardo, Pamela West, Eduardo Molina, Kayla Landowski, Marco Lopez.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial