Lance Zimmerman Email & Phone Number
Director of Retirement Plan Services @ McInnes Group, Inc.
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Lance Zimmerman Location
- Kansas City, MO, US
Lance Zimmerman Work
- Director of Retirement Plan Services @ (January 2017 - Present)
- Mortgage Loan Officer @ (September 2016 - January 2017)
- Relationship Manager @ (April 2003 - August 2016)
- Relationship Manager @ (January 1999 - January 2003)
Lance Zimmerman Education
- Westminster College (MO)
Bachelor’s Degree (International Studies with an Emphasis in Business)
1989-1993
Lance Zimmerman Skills
- Mutual Funds
- 401k
- 401(k) Retirement Savings Plans
- Retirement Planning
- Portfolio Management
- Investment Advisory
- Investment Management
- Investment Strategies
- Financial Advisory
- Series 7
- Asset Management
- Sales Management
- Asset Allocation
- Fixed Income
- Relationship Management
- Business Relationship Management
- Employee Benefits
Lance Zimmerman Summary
- Lance Zimmerman, based in Kansas City, MO, US, is currently a Director of Retirement Plan Services at McInnes Group, Inc.. Lance Zimmerman brings experience from previous roles at Community First National Bank, OneAmerica Retirement Services and Wachovia, A Wells Fargo Company. Lance Zimmerman holds a 1989 - 1993 Bachelor’s Degree in International Studies with an Emphasis in Business @ Westminster College (MO). With a robust skill set that includes Mutual Funds, 401k, 401(k) Retirement Savings Plans, Retirement Planning, Portfolio Management and more. Lance Zimmerman has 2 emails and 1 mobile phone numbers on RocketReach.
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