Lance Carlson Email & Phone Number
Chief Distribution Officer @ JourneyGuide Planning Software
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Lance Carlson Location
- Chicago, IL, US
Lance Carlson Work
- Chief Distribution Officer @ (January 2025 - Present)
- EVP, Head of Sales and Marketing @ Achaean Financial (January 2022 - December 2024)
- Head of Sales - Americas @ (June 2021 - December 2021)
- Head of Sales Distribution @ (April 2016 - December 2019)
- President of MetLife Distribution Insurance Company, Head of Third Party Distribution - Annuity @ (February 2013 - December 2015)
- National Sales Director @ (July 2012 - February 2013)
- National Sales Manager @ (November 2009 - July 2012)
- Division Sales Manager @ (April 2008 - November 2009)
- Senior Vice President @ (January 2007 - April 2008)
- Divisional Sales Manager @ (January 2005 - January 2007)
- Divisional Sales Manager @ (February 2004 - January 2005)
- Director, National Sales Manager @ Scudder Investments (November 1999 - August 2003)
- Senior Regional Vice President @ Scudder Investments (March 1996 - November 1999)
- Director of Sales Operations @ (January 1994 - March 1996)
- Northeast District Manager @ (January 1992 - January 1994)
- Sales Manager @ (January 1990 - January 1992)
- Product Manager @ (June 1988 - January 1990)
- Assistant Manager @ VEE Corporation - Sesame Street Live (October 1987 - June 1988)
- Various @ World Travel (June 1986 - October 1987)
Lance Carlson Education
- University of Georgia - Franklin College of Arts and Sciences
Bachelor of Arts (B.A.) (Business/Managerial Economics)
Lance Carlson Skills
- Leadership
- Talent Management
- Business Development
- Series 63
- Insurance
- Fixed Annuities
- Life Insurance
- Mutual Funds
- Retirement
- Retirement Planning
- Wealth Management
- Sales
- Investments
- Portfolio Management
- Asset Management
- 401k
- Strategic Planning
- Series 7
- Series 24
- Life & Health Insurance Licenses
Lance Carlson Summary
- Lance Carlson, based in Chicago, IL, US, is currently a Chief Distribution Officer at JourneyGuide Planning Software. Lance Carlson brings experience from previous roles at Achaean Financial, Halo Investing, Great-West Financial and MetLife. Lance Carlson holds a Bachelor of Arts (B.A.) in Business/Managerial Economics @ University of Georgia - Franklin College of Arts and Sciences. With a robust skill set that includes Leadership, Talent Management, Business Development, Series 63, Insurance and more. Lance Carlson has 1 emails and 2 mobile phone numbers on RocketReach.
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