Lee Tenney Email & Phone Number
Head of Sales @ WealthPlus
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Lee Tenney Location
- West Hartford, CT, US
Lee Tenney Work
- Head of Sales @ (October 2024 - Present)
- National Account Executive @ inVesti Financial (December 2023 - October 2024)
- Head of Sales and Distribution @ (January 2021 - September 2023)
- Director External Retirement Consultant @ (February 2018 - January 2021)
- Regional Vice President @ CUNA Mutual Retirement Solutions (January 2016 - February 2018)
- SVP, Retirement Plans @ 3D Asset Management (June 2012 - January 2016)
- Director, Qualified Plans @ (September 2007 - June 2012)
- VP, National TPA Sales @ (January 2005 - January 2007)
- VP, National Sales @ (January 2000 - January 2005)
- Director, Qualified Plans @ (January 1998 - January 2000)
Lee Tenney Education
- University of Rhode Island - College of Business Administration
BS (Finance & Economics)
1990-1994 - Joseph A Foran High School
Lee Tenney Skills
- Series 7
- Alternative Investments
- ETFs
- Asset Allocation
- Investment Advisory
- Asset Managment
- Financial Services
- Asset Management
- 401k
- Retirement Planning
- Mutual Funds
- Retirement
- Investments
- Series 63
- 403b
- ETF's
- 3(38)
- Sales
- Program Management
- Teaching
- Leadership
- Sales Management
- 3(38
Lee Tenney Summary
- Lee Tenney, based in West Hartford, CT, US, is currently a Head of Sales at WealthPlus. Lee Tenney brings experience from previous roles at inVesti Financial, IPX Retirement, Allianz Global Investors and CUNA Mutual Retirement Solutions. Lee Tenney holds a 1990 - 1994 BS in Finance & Economics @ University of Rhode Island - College of Business Administration. With a robust skill set that includes Series 7, Alternative Investments, ETFs, Asset Allocation, Investment Advisory and more. Lee Tenney has 2 emails and 2 mobile phone numbers on RocketReach.
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