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Lance Shafer

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Lance Shafer

Vice President Operations | Axos® Clearing, A Subsidiary of Axos Financial

Bellevue, Nebraska, United States

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Lance Shafer

Summary

Lance Shafer is a seasoned Operations Leader with over 19 years of experience in the Financial Securities Industry, currently serving as Vice President of Operations at Axos Clearing. His expertise encompasses alternative investments, business operations, and process improvement, showcasing his ability to enhance efficiency and reduce risk. Lance has a strong technical background, having developed and implemented innovative solutions that optimize performance and customer experience. He has a proven track record of mentoring and developing talent, fostering a culture of collaboration and continuous improvement. Notably, he has led significant technology projects and chaired process improvement committees, demonstrating his commitment to excellence in operations. With licenses including Series 7, 63, 24, and 4, Lance is well-versed in regulatory compliance within a highly regulated industry. His leadership style emphasizes emotional intelligence and strategic planning, making him a valuable asset to any organization.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Lance Shafer

Work Experience

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Vice President Operations at

Axos® Clearing, A Subsidiary of Axos Financial

July 2023 - Present

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Assistant Team Manager - Operations Manager - Assistant Vice President Operations at

Axos® Clearing, A Subsidiary of Axos Financial

March 2019 - July 2023

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Associate - Assistant Team Manager - Operations Manager at

TD Ameritrade

October 2004 - March 2018

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Database Developer at

DRS SSI

May 2004 - October 2004

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Lance Shafer

Education

Metro Community College, General

January 2004 - January 2005

University of Nebraska Omaha, General

January 2003 - January 2004

Bellevue East High School , High School Diploma

January 1999 - January 2003

Frequently Asked Questions about Lance Shafer

What is Lance Shafer email address?

Lance Shafer's primary email address is ************@axosclearing.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Lance Shafer work for?

Lance Shafer is a Vice President Operations at Axos® Clearing, A Subsidiary of Axos Financial, a company specializing in Monetary Authorities-Central Bank.

Where Lance Shafer graduated from?

Lance Shafer holds a degree in General from Metro Community College.

How can I directly contact Lance Shafer?

To contact Lance Shafer directly, you can use the email address ************@axosclearing.com. Complete contact information is available upon registration with Muraena.

Who is Lance Shafer?

Lance Shafer is a seasoned Operations Leader with over 19 years of experience in the Financial Securities Industry, currently serving as Vice President of Operations at Axos Clearing. His expertise encompasses alternative investments, business operations, and process improvement, showcasing his ability to enhance efficiency and reduce risk. Lance has a strong technical background, having developed and implemented innovative solutions that optimize performance and customer experience. He has a proven track record of mentoring and developing talent, fostering a culture of collaboration and continuous improvement. Notably, he has led significant technology projects and chaired process improvement committees, demonstrating his commitment to excellence in operations. With licenses including Series 7, 63, 24, and 4, Lance is well-versed in regulatory compliance within a highly regulated industry. His leadership style emphasizes emotional intelligence and strategic planning, making him a valuable asset to any organization.

Lance`s contact details

mail

************@axosclearing.com

Colleagues

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Shawn Kinsella

Chief Compliance Officer

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Steve Howie

Managing Director

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Aams Ryan Emmert

VP Relationship Manager (Broker Dealers, Hybrids, Institutions)

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Rick Hastings

SVP, Clearing Operations

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Thomas Palmeri

Managing Director

Michael Bergin

VP Engineering

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Michael Scaplen

Anisfield School of Business Alumi Advisory Board Member

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David Crow

Executive Vice President, Head of Axos Clearing

Daniel Opperman

Chief Technology Officer

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Jeremy Franzluebbers

Chief Risk Officer

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