Lance Widner
Head of Veteran Programs - Xp3rt at Training And Consulting Consortium, Llc
Based in New York, United States
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Seniority
Director
Department
Human Resources
Location
New York
Industry
Education Management
Company size
6
Contact information
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l•••••••@tccxp3rt.com
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Background
About Lance Widner
Currently on assignment with Naval Special Warfare (SEAL Team 17). Co-Founder and Chair Emeritus of the Veterans Roundtable of the member CFA Society New York (CFANY) from 2015-2018 as a special interest group that assists transitioning veterans who are interested in pursuing a career in finance. Additionally, he brought high level Department of Defense personnel directly to the investing public. During his tenure as Chair he developed the Annual Veteran Transition Symposium and a five part live and virtual boot camp series for veterans transitioning into the finance industry. Recipient of the 2017 "Most Improved Committee" Award and 2018 "Outstanding Industry Contribution" Award. Prior to this he worked as a Senior Director in the Private Equity Group of Oppenheimer, with roles prior to this including Portfolio Strategist, Trust Department Manager, Financial Planner and Financial Advisor. Received BA in business from Drury University in Springfield, MO and International MBA from IE Business School in Madrid, Spain with an emphasis in finance and entrepreneurship. Holds both CFA charter and CFP designation. Extra in ABC's "LOST" and 2008 film "Forgetting Sarah Marshall".
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