Jeffrey Marwitz
Executive Relationship Manager @Lincoln Financial
Sarasota, FL, US
EMAILS
MOBILE NUMBERS
+16•••••••03
Signup · Get unlimited contacts
WORK HISTORY
Jun 2013 — Present
Executive Relationship Manager @Lincoln Financial
View department →
Venice, FL, US
Accountable for the satisfaction, retention, growth and profitability for Lincoln\'s largest health care and corporate Defined Contribution, Defined Benefit and Non-Qualified Plan clients. Jeffrey Marwitz is securities licensed in FL, DE, MD, PA, WI, TX and IL. CRN-64••••••••24
SKILLS
RetirementDefined ContributionLeadershipAsset AllocationBankingMutual FundsDefined BenefitSeries 6InsuranceFixed Annuities401kSeries 7Financial AdvisoryProfit SharingSeries 63Wealth ManagementRelationship ManagementPartneringInvestment AdvisoryQualified Retirement PlansInvestmentsRetirement Plan ConsultingBusiness Relationship ManagementErisaInvestment ManagementRetirement PlanningBusiness Strategy
ABOUT JEFFREY MARWITZ
A financial services and retirement professional with over 30 years of experience…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.