Bob Lane

Senate District 31

Résumé

Bob Lane
7625 E. Quincy #305
Denver, CO 80237
(719) 671-1448 office
bob@laneforcolorado.org

Skills Summary

Investments, Finance, Small Business, Financial Advisory, Securities Management, Strategic Planning, Banking, Public Speaking, Retirement Planning, Customer Service, Marketing, New Business Development, Insurance, Mutual Funds, Series 7, Training, IRAs, Team Building, Risk Management, Microsoft Office, Retirement, Strategic Financial..., Financial Analysis, Wealth Management, Estate Planning, Investment Advisory, Business Planning, Portfolio Management, Project Management, Real Estate, Recruiting, 401k, Asset Allocation, Roth IRA, Employee Benefits, Sales Management, Disability Insurance, Social Networking, Term Life Insurance, Life Insurance, FINRA, Accounting, Series 65, Equities, Contract Negotiation, Financial Reporting, Taxes, Alternative Investments, Series 24...and more.

Employment History

Registered Representative and Owner
Lane Strategies
Centennial, CO 80112
April 2007 to Present

Investment, tax, and insurance planning for small businesses and individuals.

Securities and advisory services offered through Cetera Securities, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.


Senior Financial Advisor
Presidential Brokerage
Pueblo, CO
December 2002 to April 2007

Personal and small business financial, investment, tax, and insurance planning.


Senior Financial Advisor
Morgan Stanley
Denver, CO
September 2001 to November 2002

Personal and small business financial, investment, tax, and insurance planning.


Stock Broker Advisor
Wells Fargo Advisors
Pueblo, CO
March 1998 to September 2001

Personal and small business financial, investment, tax, and insurance planning.


Commercial Lender
U.S. Bank
Pueblo, CO
June 1995 to March 1998

In charge of all relationships with small businesses. Responsibilities included operating lines of credit, real estate loans, equipment loans, and all other banking products i.e. Checking, savings, credit card processing, etc.


District Sales Manager
MassMutual Financial Group
January 1991 to June 1995

Ran an independent branch as a profitable business unit. Responsibilities included recruiting salespeople, training, business operations management, marketing, and profitability/efficiency management.


District Sales Manager
Met Life
January 1984 to December 1990

Responsibilities included Business Operations management, recruiting and training sales-people, personal sales, and branch office profitability management


Education

University of Colorado at Colorado Springs
MBA, Accounting and Business/Management.
1986-1987
Colorado Springs, CO

Colorado State University-Pueblo
BS, Accounting and Finance.
1979-1983
Pueblo, CO