Robert L. Lanese
Wealth Management Primerica External, MBA, CIMA®
- Role
- Wealth Management Primerica External at Franklin Templeton
- Location
- Seminole, FL, US
- LinkedIn followers
- 500 followers
About Robert L. Lanese
Energetic and problem solving leader with a proven ability to produce superior improvement strategies while increasing productivity. I recently received my MBA from the University of South Florida. Possess a Bachelor of Science in Business Administration (sub-plan in Financial Services). Possess over eight years of Financial Services experience with assisting Financial Advisors on high end retail and brokerage accounts. I currently hold the CIMA® designation in addition to Series 7 and 63 licenses.
Experience
Wealth Management Primerica External
Jan 2025 — Present
Facilitate training sessions for Primerica teams, enhancing their product expertise, sales techniques, and overall effectiveness, while fostering a supportive team environment-Tailor sales approaches to align with evolving market conditions and client needs- Continuous coaching to Primerica teams, guiding them to meet their performance objectives and fostering a culture of success.
Education
Yale School of Management
Investment Management Theory and Practice
University of South Florida
Master of Business Administration - MBA, Finance
St. Petersburg College
Bachelor of Science, Business Administration with a sub-plan of Financial Services
2008 — 2013
Skills
- Investment Banking
- Statistics
- Bank Management
- Financial Management Services
- Teamwork
- Corporate Finance
- International Business Law
- Financial Services
- Project Management
- Customer Service
- Financial Accounting
- Accounting
- Calculus
- Inventory Management
- Financial Analysis
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