Lane Merlo
Managing Director at SearchOne Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
New York, New York, United States, US
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Credentials
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Series 63
Financial Industry Regulatory Authority (FINRA)Aug, 2015- Nov, 2024 -
Series 7
Financial Industry Regulatory Authority (FINRA)Aug, 2015- Nov, 2024 -
Series 79
Financial Industry Regulatory Authority (FINRA)Aug, 2015- Nov, 2024
Experience
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SearchOne Advisors
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United States
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Financial Services
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1 - 100 Employee
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Managing Director
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Sep 2017 - Present
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SunTrust Robinson Humphrey
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Investment Banking
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200 - 300 Employee
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Analyst
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Jul 2015 - Jul 2017
Syndicated & Leveraged Finance Group Syndicated & Leveraged Finance Group
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Kappa Kappa Gamma, Zeta Tau Chapter
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Lexington, Virginia
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Treasurer
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Apr 2013 - Jan 2015
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SunTrust Robinson Humphrey
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Investment Banking
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200 - 300 Employee
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Summer Intern Analyst
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May 2014 - Aug 2014
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Marcus and Millichap
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New York, New York
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Summer Intern
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May 2013 - Aug 2013
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Education
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2011 - 2015
Washington and Lee University
Bachelor of Applied Science (BASc), Accounting and Business/Management Major, Mathematics Minor -
1998 - 2011
Charlotte Country Day School
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