Alec Lance
Investment Specialist at West Coast Financial
Based in San Luis Obispo, United States
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Seniority
Staff
Department
Finance & Accounting
Location
San Luis Obispo
Industry
Financial Services
Company size
64
Contact information
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a•••••••@wcfinc.com
Phone
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Background
About Alec Lance
The Shaper of Effective Investment Processes, experienced at igniting opportunistic change and leading collaborative team progress towards big picture goals (was moved to London by employer to reorganize research process and drive sustainable growth). Reputation for improving the status quo through persistent investigative learning and passionate pursuit of innovative ideas (improved RIA investment processes by illuminating constraints and leading collaborative progress towards mutual solutions). Experience in institutional and retail investing. Known as a self-starter, for setting the bar high and leading by example.
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