Lance Mogdics
Director of Sales Operations at Counterpoint Mutual Funds
- Role
- Director of Sales Operations at Counterpoint Funds
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Lance Mogdics
Skilled in Sales and Mutual Funds. Strong sales professional with a Master of Business…
Experience
Director of Sales Operations
Aug 2025 — Present · Cincinnati, OH, US
Education
University of Michigan
Bachelor of Arts - BA
2003 — 2007
Southern New Hampshire University
Master of Business Administration (M.B.A.)
2013 — 2016
Skills
- Unit Investment Trusts
- Research
- Financial Analysis
- Asset Managment
- Finance
- Structured Products
- Investments
- Fixed Annuities
- Microsoft Office
- Sales
- Reit
- Credit
- Variable Annuities
- Series 7
- Insurance
- Retirement Planning
- Securities
- Banking
- Risk Management
- Series 63
- Retail
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