Jim Lake Email & Phone Number
VP, National Sales Manager Annuities @ Lincoln Financial Group
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Jim Lake Location
- Philadelphia, PA, US
Jim Lake Work
- 2024 -now VP, National Sales Manager Annuities @
- 2022 -now Divisional Sales Manager @
- 2020 -2022 Financial Professional @
- 2008 -2020 VP, Nat'l Sales Manager Annuity and 401k @
- 2008 -2020 VP National Sales Life, DI, and Retirement Guardian Life @
- 2008 -2020 VP, Head of Sales Life, DI, and Retirement @
- 1989 -2008 National Sales Director @ Planco/Hartford
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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