Type Of Business:
Financial services company
Expertise:
Financial planning; Equity services; Mutual funds, investment trusts and annuities
Major Product/SVS:
Financial planning; Equity services; Mutual funds
Hobbies/Sports:
Reading; Walking; Enjoying art
Education Degrees:
Bachelor of Arts in Mathematics and Economics, The State University of New York at Potsdam (1987)
Work History:
Vice President, Rochester Wealth Management Group, LLC (2011-Present); Vice President, KeyBank Wealth Management Group (2007-2009); Vice President, M&T Bank (2006-2007); Vice President, Citibank (1988-2006)
Charity:
American Cancer Society; Special Olympics
Number Of Years In Profession:
24
Number Of Years In Current Position:
1
What Does He/She Attribute Success To:
She attributes her success to the personal attention she gives her clients.
Why did you become involved in your profession or industry?:
She became involved in her profession through a natural progression of opportunities.
Extended Bio Profile:
Ms. Lane has worked as a financial professional for 24 years. She has worked with various banks and her accomplishments include numerous professional licenses and certifications from the Financial Industry Regulatory Authority (FINRA).
Position Responsibilities and Duties:
Providing consultations to small business and individuals regarding all phases of financial planning, including retirement and estate planning
Education Certifications:
FINRA Series 7, 63 and 24 Securities Licenses