Michael Fillmore Email & Phone Number
Retirement Plan Consultant @ LPL Financial
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Michael Fillmore Location
- Elkins Park, PA, US
Michael Fillmore Work
- 2024 -now Retirement Plan Consultant @
- 2021 -2024 Retirement Consultant @
- 2018 -2021 Retirement Business Sales Manager @
- 2017 -2018 Owner and Principal @ Northeast HSA Consultants
- 2015 -2017 Director of Institutional Retirement Sales @ Mid Atlantic Capital Group
- 2015 -2015 Vice President and 401(k) Sales Officer @
- 2010 -2014 Vice President Director 401(k) @
- 2009 -2010 Business Development Specialist @
- 2005 -2009 Sales Manager @
- 1995 -2005 Specialized Service Representative @
Michael Fillmore Education
- Saint Joseph's University
Bachelor of Arts - BA (German Studies)
1990-1994
Michael Fillmore Skills
- Presentations
- Management Style
- Series 7
- Outside Sales
- Group Presentations
- Consultative Approach
- Business Planning
- Sales Management
- Trusts
- Finance
- Financial Services
- Sales
- Institutional
- Marketing Strategy
- Business Development
- Relationship Building
- Management
- Retirement Planning
- Retirement
- FINRA
Michael Fillmore Summary
- Michael Fillmore, based in Elkins Park, PA, US, is currently a Retirement Plan Consultant at LPL Financial. Michael Fillmore brings experience from previous roles at Empower, Charles Schwab, Northeast HSA Consultants and Mid Atlantic Capital Group. Michael Fillmore holds a 1990 - 1994 Bachelor of Arts - BA in German Studies @ Saint Joseph's University. With a robust skill set that includes Presentations, Management Style, Series 7, Outside Sales, Group Presentations and more. Michael Fillmore has 2 emails and 1 mobile phone numbers on RocketReach.
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