Tom Morelli Email & Phone Number
Head of Investment Products Distribution @ Lincoln Financial Group
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Tom Morelli Location
- Baltimore, MD, US
Tom Morelli Work
- Head of Investment Products Distribution @ (August 2024 - Present)
- US Intermediaries, Head of U.S Wealth Management Distribution @ (October 2019 - March 2024)
- U.S. Intermediaries, Head of Broker and Dealer Distribution @ (August 2016 - October 2019)
- Head of Broker and Dealer National Accounts @ (August 2013 - August 2016)
- Vice President @ (July 1997 - March 2003)
- Service @ (January 1996 - January 1996)
Tom Morelli Skills
- Product Development and Launch: Alternatives, ETF, SMA
- Account Management
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Business Strategy
- Capital Formation
- Client Presentation
- Client Relations
- Collaboration and Influencing
- Communication
- Data Intelligence and Enablement
- Decision-Making
- ETFs
- Fixed Income
- Fundraising
- Hedge Funds
- Investment Strategies
- Investments
- Management
- Mutual Funds
- Negotiation
- New Business Development
- Organization Skills
- Partnership Agreements
- Portfolio Management
- Presentations
- Private Banking
- Product Development and Launch: Alternative's, ETF, SMA
- RIAs
- Relationship Development
- Relationship Management
- Sales
- Sales Management
- Selling
- Separately Managed Accounts
- Series 24
- Series 63
- Series 7
- Strategic Leadership
- Strategic Partnerships
- Strategic Planning
- Wealth Management
Tom Morelli Summary
- Tom Morelli, based in Baltimore, MD, US, is currently a Head of Investment Products Distribution at Lincoln Financial. Tom Morelli brings experience from previous roles at T. Rowe Price and Pioneer Investments. With a robust skill set that includes Product Development and Launch: Alternatives, ETF, SMA, Account Management, Alternative Investments, Asset Allocation, Asset Management and more. Tom Morelli has 2 emails and 2 mobile phone numbers on RocketReach.
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Tom Morelli
Head of Investment Products Distribution
Baltimore, MD, US
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