Betsy Ward Email & Phone Number
Director of National Accounts @ Lateral Investment Management, LLC
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Betsy Ward Location
- Saint Paul, MN, US
Betsy Ward Work
- 2022 -now Director of National Accounts @
- 2019 -now Senior, Vice President National Account Manager @
- 2017 -2019 National Accounts Manager @
- 2017 -now National Account Manager @ Betsy Ward Consulting
- 2016 -2017 Vice President Business Development @
- 2015 -2016 Director of Business Development @
- 2013 -2014 Director of Business Development @ United Realty Advisors, Lp
- 2013 -2013 Internal Fia Consultant @
- 2011 -2013 Sales Desk Manager and Business Development @
- 2009 -2011 Internal Wholesaler @
- 2009 -2009 Personal Banker @
- 2005 -2008 Business Office Administrator @
- 2002 -2004 Internal Wholesaler @
- 2000 -2001 Southeastern Regional Sales Director @
- 1999 -2000 Internal Wholesaler @
- 1994 -1998 Marketing @ Greenville Capital MGMT
Betsy Ward Education
- Minnesota State University - Mankato 1985-1987
Betsy Ward Skills
- Mutual Funds
- Alternative Investments
- Wholesaling
- Sales Management
- New Business Development
- Series 7
- Wholesale
- Investments
- Selling
- Sales
- Strategic Financial Planning
- Commercial Real Estate
- Retirement Planning
- Securities
- Wholesale Real Estate
- Asset Management
- Investment Strategies
- Investment Advisory
- Series 63
- Financial Advisory
- Estate Planning
- Wealth Management
- Retirement
- Loans
- IRAs
- Portfolio Management
- Bonds
- Fixed Annuities
- Asset Allocation
- 401k
- Life Insurance
- Finance
- Uniform Combined State Law
- Separately Managed Accounts
- Series 6
- Series 65
- Variable Annuities
- Insurance
- Business Development
- Financial Planning
Betsy Ward Summary
- Betsy Ward, based in Saint Paul, MN, US, is currently a Director of National Accounts at Lateral Investment Management, LLC. Betsy Ward brings experience from previous roles at Legendary Capital, Gk Development, Inc., Betsy Ward Consulting and SQN Capital Management. Betsy Ward holds a 1985 - 1987 Minnesota State University - Mankato. With a robust skill set that includes Mutual Funds, Alternative Investments, Wholesaling, Sales Management, New Business Development and more. Betsy Ward has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Lateral Investment Management, LLC Employees
Richard de Silva
Managing Partner
Menlo Park, CA, US
Lisa Harrow-Chodock
Managing Director
New York, NY, US
Nicholas Frederick
Senior Counsel and Chief Compliance Officer
California, United States
Marieclaire Hickey
Managing Director and Deputy Compliance Officer
San Francisco, CA, US
Stuart Barden
Managing Director
San Francisco, CA, US
Phuong Ninh
Principal
California, United States
Betsy Ward
Director of National Accounts
Saint Paul, MN, US
Kyle Hutchinson
Vice President
Menlo Park, CA, US
David Lin
Controller and Head of Finance
San Francisco, CA, US
Jack Lothrop
Vice President
California, United States
Ashleigh Clock
Vice President
California, United States
Kate Formico
Investment Professional
San Francisco, CA, US
Matt Knight
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