Lance Shafer

Lance Shafer has a diverse work experience spanning several companies. Lance currently holds the position of Assistant Vice President of Operations at Axos® Clearing, a subsidiary of Axos Financial, a role they have held since June 2022. Prior to this, they served as the Operations Manager at the same company from May 2021 to June 2022, and as the Assistant Operations Manager from March 2019 to May 2021.

Before joining Axos® Clearing, Lance worked at TD Ameritrade for a significant portion of their career. Lance began as an Associate in October 2004 and subsequently held various roles, including Assistant Operations Manager from January 2008 to January 2011 and Operations Manager from January 2011 to May 2018. During their time at TD Ameritrade, they managed multiple departments remotely, implemented processes for efficiency and compliance, developed and mentored associates, and oversaw the development and implementation of various technological resources.

Lance's earliest known work experience was as a Database Developer at DRS SSI from May 2004 to October 2004.

Lance Shafer's education history begins with their high school education at Bellevue East High School from 1999 to 2003, where they obtained their High School Diploma. Following that, they attended the University of Nebraska at Omaha from 2003 to 2004, pursuing a degree in General studies. Lance then transferred to Metro Community College from 2004 to 2005, where they continued their studies in General subjects.

In addition to their educational background, Lance Shafer has obtained several certifications. These include the Series 24 - General Securities Principal, Series 4 - Registered Options Principal, Series 63, and Series 7 - General Securities Representative, all of which were obtained through the Financial Industry Regulatory Authority (FINRA). However, specific information regarding the months and years they obtained these certifications was not provided.