Malcolm Lunn Email & Phone Number
Managing Director- Sales Manager DCIO @ Virtus Investment Partners
5 free lookup(s).
Malcolm Lunn Location
- Houston, TX, US
Malcolm Lunn Work
- 2023 - now Managing Director- Sales Manager DCIO @
- 2017 - 2023 Vice President @
- 2016 - now Vice President- Defined Contribution Investment Only Specialist @ Multi-Affiliate Boutique Asset Manager
- 2014 - 2016 Senior Vice President- Director of Business Development @
- 2009 - 2014 Regional Retirement Director @
- 2004 - 2009 Retirement and Annuity Consultant @
- 2001 - 2004 Retirement Planning Advisor @
- 1997 - 2001 Financial Advisor @
Malcolm Lunn Education
- San José State University
Bachelor of Science (B.S.) (Public Relations/Image Management)
1990 - 1994 - College for Financial Planning
Master of Science (MS) (Financial Planning)
Malcolm Lunn Skills
- Retirement Planning
- Retirement
- Fixed Annuities
- Asset Allocation
- Investments
- Wealth Management
- Asset Management
- Mutual Funds
- Alternative Investments
- Investment Advisory
- Portfolio Management
- Equities
- Defined Benefit Asset Allocation
- Defined Contribution Menu Optimization
- Variable Annuities
- Financial Advisory
- Financial Services
- Investment Strategies
- Series 7
- Series 63
- 401k
- Financial Planning
- Pensions
- Fixed Income
- Investment Management
- Hold Series 7
Malcolm Lunn Summary
- Malcolm Lunn, based in Houston, TX, US, is currently a Managing Director- Sales Manager DCIO at Virtus Investment Partners. Malcolm Lunn brings experience from previous roles at Virtus Investment Partners, Multi-Affiliate Boutique Asset Manager, Oak Ridge Investments and Goldman Sachs. Malcolm Lunn holds a 1990 - 1994 Bachelor of Science (B.S.) in Public Relations/Image Management @ San José State University. With a robust skill set that includes Retirement Planning, Retirement, Fixed Annuities, Asset Allocation, Investments and more. Malcolm Lunn has 2 emails on RocketReach.
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Malcolm Lunn
Managing Director- Sales Manager DCIO
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