Trip Lane

Trip Lane Email and Phone Number

Banker @ Chicago, IL, US
Chicago, IL, US
Trip Lane's Location
Greater Chicago Area, United States
Trip Lane's Contact Details

Trip Lane personal email

n/a
About Trip Lane

Client-laser-focused financial professional with more than 30 years of valuable experience in highly competitive financial markets and banks, with a deep understanding of and proven ability to consistently meet the needs of demanding clientele by achieving top results that exceed their expectations.Core Competencies*Building, deepening and strengthening valuable client relationships *Creating solutions for clients’ biggest concerns*Expanding relationships with our existing clients*Consistantly score 10s on NPS ratings*Excellent communication skills and attention to details

Trip Lane's Current Company Details
Wintrust North Shore Community Bank

Wintrust North Shore Community Bank

Banker
Chicago, IL, US
Trip Lane Work Experience Details
  • Wintrust North Shore Community Bank
    Banker
    Wintrust North Shore Community Bank
    Chicago, Il, Us
  • Wells Fargo
    Wells Fargo Premier Banker
    Wells Fargo May 2020 - Mar 2024
    Focus on Wells Fargo’s affluent clients and their financial well-being
    View
  • Aig
    Financial Advisor
    Aig Oct 2019 - May 2020
    Greater Chicago Area
    View
  • Prudential Financial
    Financial Advisor
    Prudential Financial Aug 2016 - Oct 2019
    Greater Chicago Area
    * Achieved Top Bonuses First 9 Quarters at Prudential * Solved clients' financial issues by listening, understanding and presenting good, better, best solutions* Increased High- and Ultra-High Net Worth clients via my clients’ referrals
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Oct 2013 - Aug 2014
    Deerfield Il
    * Analyzed and advised Morgan Stanley clients on investments, asset allocation, and retirement planning needs
    View
  • Cboe Global Markets
    Broker - Relationship Manager
    Cboe Global Markets Jun 2000 - May 2013
    Chicago
    Drowst CBOE Trading 2000 – 2013* Built and grew two books of derivatives brokerage business: for retail clients and for professional traders* Obtained multiple client referrals to grow customer base from 25 to over 200* Increased annual revenues overall every year* Streamlined execution times for clients’ orders by reducing times from several minutes to seconds
    View

Trip Lane Skills

Options Trading Derivatives Equity Trading Equities Trading Strategies Financial Services Series 7 Equity Derivatives Traders Investments Hedging Financial Markets Series 66 Risk Management Portfolio Management Sales Marketing Securities Asset Management Etfs Asset Allocation Capital Markets Fixed Income Client Services Salesforce.com Business Development Critical Thinking Financial Advisory Alternative Investments Wealth Management Problem Solving Communication Financial Planning Entrepreneurship Finance Due Diligence

Trip Lane Education Details

Frequently Asked Questions about Trip Lane

What company does Trip Lane work for?

Trip Lane works for Wintrust North Shore Community Bank

What is Trip Lane's role at the current company?

Trip Lane's current role is Banker.

What is Trip Lane's email address?

Trip Lane's email address is tr****@****bal.net

What schools did Trip Lane attend?

Trip Lane attended Depaul University.

What are some of Trip Lane's interests?

Trip Lane has interest in Head Of Lector Committee And Training, Sacred Heart Church, Education, Health.

What skills is Trip Lane known for?

Trip Lane has skills like Options, Trading, Derivatives, Equity Trading, Equities, Trading Strategies, Financial Services, Series 7, Equity Derivatives, Traders, Investments, Hedging.

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