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
- Director of National Accounts @ (December 2022 - Present)
- Senior, Vice President National Account Manager @ (August 2019 - Present)
- National Accounts Manager @ (May 2017 - August 2019)
- National Account Manager @ Betsy Ward Consulting (January 2017 - Present)
- Vice President Business Development @ (August 2016 - January 2017)
- Director of Business Development @ (January 2015 - April 2016)
- Director of Business Development @ United Realty Advisors, Lp (October 2013 - September 2014)
- Internal Fia Consultant @ (July 2013 - October 2013)
- Sales Desk Manager and Business Development @ (May 2011 - September 2013)
- Internal Wholesaler @ (December 2009 - July 2011)
- Personal Banker @ (February 2009 - July 2009)
- Business Office Administrator @ (April 2005 - November 2008)
- Internal Wholesaler @ (June 2002 - December 2004)
- Southeastern Regional Sales Director @ (September 2000 - October 2001)
- Internal Wholesaler @ (January 1999 - September 2000)
- Marketing @ Greenville Capital MGMT (January 1994 - January 1998)
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
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New York, NY, US
Nicholas Frederick
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California, United States
Marieclaire Hickey
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Stuart Barden
Managing Director
San Francisco, CA, US
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Director of National Accounts
Saint Paul, MN, US
Julie Jiganti
Vice President
New York, NY, US
Jack Lothrop
Vice President
California, United States
Kate Formico
Investment Professional
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Matt Knight
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