Michael Fillmore Email & Phone Number
Retirement Plan Consultant @ LPL Financial
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Michael Fillmore Location
- Elkins Park, PA, US
Michael Fillmore Work
- Retirement Plan Consultant @ (March 2024 - Present)
- Retirement Consultant @ (November 2021 - March 2024)
- Retirement Business Sales Manager @ (May 2018 - January 2021)
- Owner and Principal @ Northeast HSA Consultants (April 2017 - June 2018)
- Director of Institutional Retirement Sales @ Mid Atlantic Capital Group (December 2015 - March 2017)
- Vice President and 401(k) Sales Officer @ (February 2015 - December 2015)
- Vice President Director 401(k) @ (October 2010 - October 2014)
- Business Development Specialist @ (January 2009 - January 2010)
- Sales Manager @ (January 2005 - January 2009)
- Specialized Service Representative @ (October 1995 - January 2005)
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
- Advisor Partnerships
- Asset Management
- Consultative Selling
- Executive Communication
- Financial Wellness
- HNW Engagement
- Portfolio Construction
- RIA Relationships
- Retirement Income Planning
- Retirement Plans
- Rollover Strategy
- Sales Strategy
- Strategic Partnerships
- Wealth Management
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 1 emails and 1 mobile phone numbers on RocketReach.
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