Lee Tenney Email & Phone Number
Head of Sales @ WealthPlus
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Lee Tenney Location
- West Hartford, CT, US
Lee Tenney Work
- 2024 - now Head of Sales @
- 2023 - 2024 National Account Executive @
- 2021 - 2023 Head of Sales and Distribution @
- 2018 - 2021 Director External Retirement Consultant @
- 2016 - 2018 Regional Vice President @ CUNA Mutual Retirement Solutions
- 2012 - 2016 SVP, Retirement Plans @
- 2007 - 2012 Director, Qualified Plans @
- 2005 - 2007 VP, National TPA Sales @
- 2000 - 2005 VP, National Sales @
- 1998 - 2000 Director, Qualified Plans @
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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Top WealthPlus Employees
Justin Bales
Founder and Chief Executive Officer
New York, NY, US
Jon Williams
Head of Product
New York, NY, US
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