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Lee Sutton Location
Denver, CO, US
Lee Sutton Work
2025 -now RVP, Client Relationship Manager @
2019 -2025 Regional Vice President - Relationship Management @
2006 -2019 Relationship Consultant and Relationship Manager and Sr. Relationship Manager and Relationship Director @
2000 -2006 Processor and Plan Consultant and Plan Manager @
Lee Sutton Education
Wabash College
Bachelor (Theology, Rhetoric)
1996-2000
New Castle Chrysler High School
(Secondary Education)
1993-1996
Lee Sutton Skills
401k
Retirement
Retirement Planning
Mutual Funds
Retirement Plan Consulting
Investments
Pensions
Qualified Retirement Plans
Series 6
Series 63
Asset Allocation
Sales
Securities
Public Speaking
Defined Contribution
401(k) Retirement Savings Plans
Asset Management
Defined Benefit
Pension Funds
403 b
457 Plans
Sales Presentations
Safe Harbor
Nondiscrimination Testing
Form 5500 preparation
Fiduciary
ERISA
FINRA
Roth IRA
Securities Regulation
Oral & Written Communication Skills
Organization & prioritization skills
Relationship Management
Retirement Plan Compliance
Profit Sharing
Cross-testing
401k Rollovers
Employee Education
ROTH
401a
Organization and Prioritization Skills
Qualified Retirement
See 21+see Less
401k Retirement Savings Plans
Nondiscrimination
Oral and Written Communication Skills
Oral and Written
Cross Testing
Retirement Plan
Organization
401 Retirement Savings Plans
Lee Sutton Summary
Lee Sutton, based in Denver, CO, US, is currently a RVP, Client Relationship Manager at Voya Financial. Lee Sutton brings experience from previous roles at OneAmerica. Lee Sutton holds a 1996 - 2000 Bachelor in Theology, Rhetoric @ Wabash College. With a robust skill set that includes 401k, Retirement, Retirement Planning, Mutual Funds, Retirement Plan Consulting and more. Lee Sutton has 2 emails and 2 mobile phone numbers on RocketReach.
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