• Compliance Consultant, Funds Management

    Lincoln Financial (Tallahassee, FL)
    …team by implementing and maintaining complex compliance programs for Lincoln Variable Insurance Products Trust (LVIP), Lincoln Retail Alternatives Funds (Alts ... National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
    Lincoln Financial (07/11/25)
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  • Wealth Relationship Manager - Divisional…

    Truist (Orlando, FL)
    …Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems to ensure ... Series 63&65 can be used in lieu of Series 66) + Life/Health and Variable Insurance Licensing + 5 or more years related retail brokerage and/or investment advisory… more
    Truist (07/08/25)
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