John Lennon
Retirement Plan Services Leader | Yellow Cardinal Advisory Group | A First Financial Company
- Role
- Retirement Plan Services Leader at Yellow Cardinal Advisory Group
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About John Lennon
Respected cross-functional leader with proven ability to drive sales growth, build strong client and partner relationships, create and execute customer-centric business strategies, create and build high performance teams, and engage employees to meet company goals.
Experience
Retirement Plan Services Leader
Yellow Cardinal Advisory Group
Sep 2019 — Present · Cincinnati, OH, US
Education
Miami University
BS, Finance
The Ohio State University Fisher College of Business
MBA, Finance and Accounting
Skills
- Group Financial Reporting
- 401k Rollovers
- Series 6
- Group Benefit Plans
- Retirement Benefits
- Retirement
- 403 B
- Series 26
- 401(K) Retirement Savings Plans
- Series 63
- Series 7
- Fixed Annuities
- Qualified Retirement Plans
- Asset Allocation
- Mutual Funds
- Series 65
- Retirement Plan Consulting
- Retirement Savings
- Series 66
- Uniform Combined State Law
- Defined Benefit
- Variable Annuities
- 457 Plans
- 401k
- Retirement Planning
- Finra
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