Todd Lindgren

Sr Regional Consultant @MFS Investment Management

Chicago, IL, US
EMAILS
t••••••••@mfs.com
MOBILE NUMBERS
+15•••••••82

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WORK HISTORY

Jan 2024 — Present

Sr Regional Consultant @MFS Investment Management

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Chicago, IL, US

Consult financial advisors throughout the metro Chicago area. Place calls and provide information to advisors about portfolio composition, relative performance and product design; develop and maintain relationships with registered representatives to promote the sale and retention of MFS mutual funds, separately managed accounts, and 529 products. Spend time traveling in the territory to facilitate face to face meetings with clients. Knowledgeable on partner firm platforms. Provide business development and practice management ideas to clients.

SKILLS

FinanceFinancial PlanningInsuranceWealth ManagementSeries 7RetirementInvestmentsAsset AllocationMutual FundsRetirement Planning

ABOUT TODD LINDGREN

Sr. Regional Consultant at MFS Investments

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