Lisa Bock Email & Phone Number
Senior Vice President - National Accounts @ Bluerock
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Lisa Bock Location
- Minneapolis, MN, US
Lisa Bock Work
- 2019 -now Senior Vice President - National Accounts @
- 2016 -2019 Senior Vice President @ SC Distributors
- 2013 -2016 Vice President - National Accounts @ SC Distributors
- 2006 -2012 Vice President, Senior Relationship Manager, Independent Broker Dealer Divison @
- 2004 -2006 Vice President - Channel Head, Strategic Accounts, Independent Broker Dealer Division @
- 2001 -2004 Assistant Vice President - National Accounts @
- 1998 -2001 National Account Manager @ Fortis Financial Group
Lisa Bock Education
- Concordia College
Bachelor of Arts (B.A.) - Magna Cum Laude Graduate (Accounting and Communications)
Lisa Bock Skills
- Series 7
- Series 63
- Insurance
- Variable Annuities
- Investments
- Mutual Funds
- Business Relationship Management
- Fixed Annuities
- Key Account Management
- Series 6
- Life Insurance
- FINRA
- Asset Allocation
- 401k
- Finance
- Series 24
- Wealth Management
- Sales
- Equities
- Financial Services
- Relationship Management
- Investment Advisory
- Retirement
- Asset Management
- Retirement Planning
- Securities
- Financial Advisory
- Separately Managed Accounts
- Series 65
- Microsoft Office
- Strategic Planning
- Business Development
- Sellers
- Relocation
- Buyer Representation
- First Time Home Buyers
Lisa Bock Summary
- Lisa Bock, based in Minneapolis, MN, US, is currently a Senior Vice President - National Accounts at Bluerock. Lisa Bock brings experience from previous roles at SC Distributors and Allianz Life. Lisa Bock holds a Bachelor of Arts (B.A.) - Magna Cum Laude Graduate in Accounting and Communications @ Concordia College. With a robust skill set that includes Series 7, Series 63, Insurance, Variable Annuities, Investments and more. Lisa Bock has 4 emails and 2 mobile phone numbers on RocketReach.
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