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Jim Lake Location
Philadelphia, PA, US
Jim Lake Work
VP, National Sales Manager Annuities @ (April 2024 - Present)
Divisional Sales Manager @ (June 2022 - Present)
Financial Professional @ (February 2020 - June 2022)
VP, Nat'l Sales Manager Annuity and 401k @ (November 2008 - February 2020)
VP National Sales Life, DI, and Retirement Guardian Life @ (November 2008 - February 2020)
VP, Head of Sales Life, DI, and Retirement @ (November 2008 - February 2020)
National Sales Director @ Planco/Hartford (December 1989 - November 2008)
Jim Lake Education
St. Thomas University
Bachelor of Arts (B.A.) (Communication and Media Studies)
1984-1988
Monsignor Bonner HS 1980-1984
Jim Lake Skills
Separately Managed Accounts
Alternative Investments
Financial Advisory
Series 63
Social Media
Public Speaking
Insurance
Account Management
Sales
Financial Planning
Investments
Relationship Management
Series 6
401k
Asset Allocation
Investment Advisory
Sales Management
Life Insurance
FINRA
Asset Management
Training
Business Strategy
Management
Separately Managed
Retirement
Series 65
Series 7
Securities
Financial Markets
Investment Management
Jim Lake Summary
Jim Lake, based in Philadelphia, PA, US, is currently a VP, National Sales Manager Annuities at Lincoln Financial. Jim Lake brings experience from previous roles at Lincoln Financial, Lifetime Financial Growth and Guardian Life Insurance. Jim Lake holds a 1984 - 1988 Bachelor of Arts (B.A.) in Communication and Media Studies @ St. Thomas University. With a robust skill set that includes Separately Managed Accounts, Alternative Investments, Financial Advisory, Series 63, Social Media and more. Jim Lake has 1 emails and 1 mobile phone numbers on RocketReach.
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