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Jim Lake Location
Newtown Square, PA, US
Jim Lake Work
now VP and National Sales Manager @
1989 -2008 VP, National Sales Director for the Independent Channel @ Planco/Hartford
Jim Lake Education
St. Thomas University, Miami, FL
BA (Communications/PR)
1984-1988
Jim Lake Skills
Management
Sales
Public Speaking
Key Account Development
Banking
Risk Management
Strategy
Series 6
Asset Allocation
401k
Series 7
Securities
Financial Planning
Alternative Investments
Separately Managed Accounts
Financial Advisory
Asset Management
Life Insurance
Retirement
Investment Advisory
Insurance
FINRA
Financial Markets
Investments
Investment Management
Relationship Management
Series 65
Series 63
Jim Lake Summary
Jim Lake, based in Newtown Square, PA, US, is currently a VP and National Sales Manager at The Guardian Life Insurance Company of America. Jim Lake brings experience from previous roles at Planco/Hartford. Jim Lake holds a 1984 - 1988 BA in Communications/PR @ St. Thomas University, Miami, FL. With a robust skill set that includes Management, Sales, Public Speaking, Key Account Development, Banking and more. Jim Lake has 2 emails and 2 mobile phone numbers on RocketReach.
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