Lance Rummel: Email & Phone Number
Opt-OutPosition:
Senior Vice President | Alternative Investments Director | Family Wealth Advisor | Financial Advisor at Morgan Stanley
Location:
Greater Seattle Area, United States
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A different Lance Rummel?
Sign up to search for other Lance Rummel's across our 850M+ professionals databaseWork Experience 21 years
Feb 2006 - Current
Jan 2024 - Current
Feb 2005 - Feb 2006
Lance holds Certified Investment Management Analyst®, Fundamentals of Alternative Investments Certificate Program, and Certified Private Wealth Advisor® certifications.
Education
Business at Oregon State University
CFP®, CERTIFIED FINANCIAL PLANNER at Kaplan Univerisity
CPWA®, Certified Private Wealth Advisor at University of Chicago Booth School of Business Executive Education
CIMA®, Certified Investment Management Analyst at University of Chicago Booth School of Business Executive Education
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