Lane M Pedersen

Regional Director at Respected Wealth Management Firm

Greater San Diego Area

Financial Services

Respected Wealth Management Firm - Greater San Diego Area since Oct 2011
Regional Director
CertaPro Painters of Newport Beach - Orange County, California Area Jan 2009 - Sep 2011
Owner / President
Guggenheim Funds Distributors, Inc (Formerly Claymore Securities) - Greater San Diego Area Feb 2007 - Nov 2008
Regional Vice President
Allegiant Asset Management - Greater San Diego Area Nov 2004 - Dec 2005
Director - Vice President
LPL - Greater San Diego Area Mar 2003 - Nov 2004
Director - Advisory Sales & Marketing

Mutual Funds
Separate Accounts
Series 7
Insurance
ETFs
Wholesaling
Annuity
Asset Management
Financial Planning
Asset Allocation
Series 63
Retirement Planning
Sales Management
Public Speaking
Consultative Selling
New Business Development
Investment Advisory
PowerPoint
Strategic Financial Planning
Investments

5102 Whitman Way, Carlsbad, CA 92008

Hospital & Health Care

Intermountain Homecare since Nov 2000
Director of Human Resources
Intermountain Healthcare since Jan 1980
Director of Human Resources Intermountain Homecare

Healthcare
Benefits Administration
Hris
Employee Relations
Onboarding
Deferred Compensation
Human Resources
Leadership Development
Management
Applicant Tracking Systems
Employee Benefits
Performance Management
Organizational Development
Training
Leadership
Process Improvement
Human Resources Information Systems
Mutual Funds
Retirement Planning
Series 7
Etfs
Investments
Asset Management
Asset Allocation
Series 63
Investment Advisory
Fixed Annuities
Insurance
Sales Management
Portfolio Management
Financial Planning
Strategic Financial Planning
Financial Advisory
Separate Accounts
Public Speaking
New Business Development
Powerpoint
Wealth Management
Selling
Wholesale
Financial Services
Wholesaling
Annuity
Consultative Selling
Business Development
Trading
Securities
Alternative Investments
Strategy
Investment Strategies
Life Insurance
Finance
Equities

Finra Series 7
Finra Series 63
Finra Series 66
License 0H18552
Financial Industry Regulatory Authority (Finra)
California Department of Insurance, License 0H18552
Accident and Health Agent, Casualty Broker-Agent, Life-Only Agent, Property Broker-Agent, Variable Contracts Agent

Barley Painting Group Inc
San Diego, CA
2009 to 2011
President
Guggenehim Funds (formerly Claymore Securities)
San Diego, CA
2007 to 2008
Regional Vice President
Self-employed
San Diego, CA
2006 to 2006
Independent Financial Advisor
Allegiant Asset Management
San Diego, CA
2004 to 2005
Vice President / Regional Director
LPL Financial Services
San Diego, CA
2003 to 2004
Director, Advisory Sales & Marketing

Washington State University
Pullman, WA
Jan 1990 to Jan 1994
Bachelor of Arts in Humanities

FINRA Series 7 and 63 registered. California State Insurance Life, Accident, Variable Products, and Fire licensed.