Lance Carlson Email & Phone Number
Chief Distribution Officer @ JourneyGuide Planning Software
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Lance Carlson Location
- Chicago, IL, US
Lance Carlson Work
- 2025 -now Chief Distribution Officer @
- 2022 -2024 EVP, Head of Sales and Marketing @ Achaean Financial
- 2021 -2021 Head of Sales - Americas @
- 2016 -2019 Head of Sales Distribution @
- 2013 -2015 President of MetLife Distribution Insurance Company, Head of Third Party Distribution - Annuity @
- 2012 -2013 National Sales Director @
- 2009 -2012 National Sales Manager @
- 2008 -2009 Division Sales Manager @
- 2007 -2008 Senior Vice President @
- 2005 -2007 Divisional Sales Manager @
- 2004 -2005 Divisional Sales Manager @
- 1999 -2003 Director, National Sales Manager @ Scudder Investments
- 1996 -1999 Senior Regional Vice President @ Scudder Investments
- 1994 -1996 Director of Sales Operations @
- 1992 -1994 Northeast District Manager @
- 1990 -1992 Sales Manager @
- 1988 -1990 Product Manager @
- 1987 -1988 Assistant Manager @ VEE Corporation - Sesame Street Live
- 1986 -1987 Various @ World Travel
Lance Carlson Education
- University of Georgia - Franklin College of Arts and Sciences
Bachelor of Arts (B.A.) (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 Bachelor of Arts (B.A.), 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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