For over 21 years Lani Oneil has been working in different jobs. Recently, Lani worked as a Vice President of Business Development in Envision Financial Systems, Inc. developing required skills. This professional graduated from University of Wyoming in 1999 where this expert got all the skills and knowledge. This person has all required knowledge for his job, that is proven by the following certifications in Series 7 and Series 63. You can find this person in Denver, Colorado, where he lives nowadays. SoftwareOfficial has all the data you need to contact Lani Oneil, such as this professional's number or email address. Feel free to send the request to get more info.
Name variants:
Lani Oneil
Last updated Jun 02, 2024
Contact Information
Last Update
Jul 5, 2022
Email
la**@janus.com, la**@janus.com, la**@gmail.com
Location
Denver, CO
Company
Workplace
Vice President of Business Development
Irvine, CA
Industry
Computer Software, Custom Computer Programing
Colleagues
Work History
Vice President of Business Development
650 Town Center Dr SUITE 1800, Costa Mesa, CA 92626
from Apr 2020
Associate Advisor
7900 east Union Ave, Denver, CO 80237
Designing a financial plan can be a pleasant experience that is genuinely aligned with the client’s best interests. My goal is to inspire financial confidence, enthusiasm and long-lasting re...
from Oct 2019
Director of National Accounts
50 east Loucks St SUITE 201, Sheridan, WY 82801
Responsible for nurturing existing relationships and for developing new business opportunities.
Aug 2016 — Mar 2019
Key Account Manager
1290 Broadway SUITE 1100, Denver, CO 80203
Proactively promoted ALPS mutual funds and ETFs.
Interfaced with distribution partners and developed mutually prosperous relationships. Clients included Raymond James, LPL, RBC, Baird, Jan...
Jun 2014 — Aug 2016
Product Development Analyst
30 Dan Rd Suite #55932, Canton, MA
Supported development process for new product ideas, including feasibility analysis and building business cases for new products.
Conducted market research to define competitive market req...
Jan 2013 — May 2014
Broker and Dealer Platform Manager
30 Dan Rd Suite #55932, Canton, MA
2006 — Jan 2013
Intermediary Operations Associate
30 Dan Rd Suite #55932, Canton, MA
Oct 2001 — Nov 2003
Investor Service Representative
30 Dan Rd Suite #55932, Canton, MA
Jun 1999 — May 2000
Education
1994 — 1999
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Supporting Member
Advisor
Health Specialist
Certified Nurse Aide
Chief Executive
Accounting Bookkeeper
Bookkeeper
Team Member
Nurse
Nurse Practitioner
Skills
Mutual Funds
Investments
Series 7
Asset Management
Business Analysis
Crm
Product Management
Finance
Financial Services
Analysis
Series 63
Relationship Management
Management
Strategy
Strategic Planning
Business Relationship Management
Customer Service
Building Relationships
Key Account Relationships
Presentations
Strategic Negotiations
Etfs
National Accounts
Strategic Partnerships
Key Account Development
Broker Dealer
National Account Development
Alternative Investments
Equities
Securities
Customer Relationship Management
Trading
Business Development
National Account Management
Key Account Relationship Building
Account Management
Wealth Management
Separately Managed Accounts
Unified Managed Accounts
Product Development
New Business Opportunities
Capital Markets
Sales
Asset Allocation
Sales Operations
Leadership
Portfolio Management
Hedge Funds
Fixed Income
Investment Strategies