Mark Lewis Email & Phone Number
National Sales Manager @ MAP Retirement
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Mark Lewis Location
- Texas, United States
Mark Lewis Work
- 2024 -now National Sales Manager @
- 2021 -now Regional Vice President-TX, OK, AR, LA @
- 2019 -2021 Vice President Sales Consultant-FuturePlan by Ascensus @
- 2018 -2019 Regional Sales Consultant (TPA)--TX, OK, LA, AR, MS @ United Retirement Plan Consultants
- 2016 -2018 Regional Sales Consultant(TPA)-AR, LA, OK, TX, MS @
- 2014 -2016 Retirement Sevices Sales-Major Accounts @
- 2013 -2014 VP of Sales-AXIS Retirement Plan Analytics Platform(TM) @ Castle Rock Innovations
- 2010 -2013 Regional Vice President-Retirement Plan Sales @
- 2007 -2010 Regional Sales Consultant @
- 2005 -2007 Internal Wholesaler-Retirement Services Sales @
- 2004 -2005 Vice President-Business Development @ Unified Financial Securities, Inc.
- 2003 -2004 Operations Manager @ Unified Financial Securities, Inc.
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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