Mark Lewis Email & Phone Number
National Sales Manager @ MAP Retirement
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Mark Lewis Location
- Texas, United States
Mark Lewis Work
- National Sales Manager @ (January 2024 - Present)
- Regional Vice President-TX, OK, AR, LA @ (September 2021 - Present)
- Vice President Sales Consultant-FuturePlan by Ascensus @ (June 2019 - August 2021)
- Regional Sales Consultant (TPA)--TX, OK, LA, AR, MS @ United Retirement Plan Consultants (February 2018 - June 2019)
- Regional Sales Consultant(TPA)-AR, LA, OK, TX, MS @ (August 2016 - February 2018)
- Retirement Sevices Sales-Major Accounts @ (December 2014 - July 2016)
- VP of Sales-AXIS Retirement Plan Analytics Platform(TM) @ Castle Rock Innovations (November 2013 - May 2014)
- Regional Vice President-Retirement Plan Sales @ (April 2010 - May 2013)
- Regional Sales Consultant @ (May 2007 - April 2010)
- Internal Wholesaler-Retirement Services Sales @ (March 2005 - May 2007)
- Vice President-Business Development @ Unified Financial Securities, Inc. (January 2004 - March 2005)
- Operations Manager @ Unified Financial Securities, Inc. (August 2003 - January 2004)
Mark Lewis Education
- Indiana University Bloomington
Bachelor of Science - BS (Finance, General)
1994-1998
Mark Lewis Skills
- 401k
- Retirement
- Series 7
- Retirement Planning
- Defined Benefit
- Pensions
- Series 6
- Employee Benefits
- Series 63
- Consultative Selling
- Plan Design
- ERISA
- Profit Sharing
- New Business Development
- FINRA Series 6
- Defined Contribution
- Retirement Plan Consulting
- Sales
- Series 24
- Financial Services
- Asset Allocation
- Investment Advisory
- Securities
- FINRA
- Qualified Retirement Plans
- 403b
- 457 Plans
- Accredited Investment Fiduciary
- Mutual Funds
- Investments
- New Client Prospecting
- Asset Management
- Cash Balance
- Money Purchase
- Safe Harbor
- Uniform Combined State Law
- Variable Annuities
- IRAs
- ETFs
- Bonds
- Separately Managed Accounts
- Wealth Management
- Investment Strategies
- Relationship Management
- Equities
- Alternative Investments
- 401k Rollovers
- Long-term Care
- Life Insurance
- Disability Insurance
- Retirement Services
- Insurance
- Business Development
- Finance
- Institutional Sales
- Commercial Banking
- Long Term Care
- Commercial Real Estate
- REIT
- Services
- Trust Services
Mark Lewis Summary
- Mark Lewis, based in Texas, United States, is currently a National Sales Manager at MAP Retirement. Mark Lewis brings experience from previous roles at MAP Retirement, Ascensus, United Retirement Plan Consultants and The Retirement Advantage, Inc. (TRA). Mark Lewis holds a 1994 - 1998 Bachelor of Science - BS in Finance, General @ Indiana University Bloomington. With a robust skill set that includes 401k, Retirement, Series 7, Retirement Planning, Defined Benefit and more. Mark Lewis has 4 emails and 2 mobile phone numbers on RocketReach.
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