RADNOR, Pa.--(BUSINESS WIRE)--
Lincoln Financial Distributors (LFD), the wholesale distribution
business of Lincoln Financial Group (NYSE:LNC), today announced the
addition of three regional sales directors to its intermediary
retirement plan sales force: Michele Wyatt, Mathew Abraham and Thomas
Reporting to Jim McCrory, divisional sales manager, Wyatt and O’Connell
will provide Lincoln’s retirement plan solutions to financial
representatives so they can help their clients better protect the wealth
of their employees in Connecticut and Boston, MA, respectively.
Reporting to Drew Disher, divisional sales manager, Abraham will provide
similar support to financial representatives in Indiana and Kentucky.
“We are committed to developing long-term relationships with advisors
and helping them drive better retirement outcomes by personally engaging
and motivating employees to invest in their futures with confidence,”
said Peter Sims, Head of Lincoln’s Intermediary Retirement Plan Sales.
“To reinforce our strong presence in the small market space, and ensure
our advisors continue receiving the superior quality service they have
come to expect, we will continue growing our sales force, as needed, by
investing in the best talent the industry has to offer, so our advisors
can meet specific needs efficiently and on a timely basis,” he said.
About Michele Wyatt
Wyatt has more than 15 years of experience specializing in corporate
retirement plans, including 401(k), profit sharing, 403(b) and defined
benefit plans. Prior to joining LFD, she served as regional vice
president for Transamerica Retirement Solutions, Los Angeles, CA, where
she was responsible for driving 401(k) sales through all channels in
Connecticut. Earlier in her career, she served in a variety of sales
leadership capacities at Hartford Life Insurance, Simsbury, CT; Harvest
Capital, Wethersfield, CT; and GoldK, Waltham, MA.
Wyatt received a bachelor of arts degree in sociology and business
administration from Eastern Connecticut State University, Willimantic,
CT, and holds FINRA Series 6, 63, Life, Health, Variable Annuity, and
Variable Life Insurance licenses. In addition, she is an Accredited
Investment Fiduciary (AIF).
About Mathew Abraham
Abraham has more than 20 years of experience in sales, marketing,
operations, management and business development. Prior to joining LFD,
Abraham was vice president of business development in the Mideast region
for J.P. Morgan Retirement Plan Services, Indianapolis, IN, where he was
responsible for sales accomplished through fee for service consultants,
RIA fee for service advisors, and direct back prospects and clients.
Before that, he held various leadership roles at MassMutual Retirement
Services, Houston, TX; Titan Consulting Group, LLC, Houston, TX;
Nationwide Retirement Solutions, Columbus, OH; ICMA Retirement
Corporation, Houston, TX; Alexander & Alexander Benefit Services, Inc.,
Indianapolis, IN; The Equitable Companies, Glen Rock, NJ; and Chase
Manhattan Bank, Houston, TX.
Abraham received a bachelor of business administration degree from
Rochville University, and completed Rice University’s Executive
Education Leadership Program. He holds FINRA Series 6, 63, and 26; is a
Certified Funds Specialist (CFS); a Licensed International Financial
Analyst (LIFA); and a Certified Retirement Counselor (CRC).
About Thomas O’Connell
O’Connell has more than 8 years of sales experience, most recently in
driving sales within wires, independents, RIAs and other defined
contribution centers of influence. Prior to joining LFD, O’Connell was a
regional sales director of mid/large market retirement plan sales for
ADP Retirement Services/ADP Major Account Services, Waltham, MA. Before
that, he was a district manager and wholesaler.
O’Connell received a master of business administration degree from
Nichols College, Dudley, MA, and a bachelor of science degree in
business administration from Stonehill College, Easton, MA. He holds
FINRA Series 6, 63, and 26; and is an Accredited Investment Fiduciary
About Lincoln Financial Group’s Retirement Plan Services:
For more than 60 years, Lincoln Financial’s Retirement Plan Services
(RPS) business has been helping savers boost their retirement readiness
through employer-sponsored plans. Our distribution force of more than
400 professionals, including institutional and wholesale distribution
channels and advisor-based sales teams, work to provide plan sponsors
with retirement plans that not only meet the unique needs of their plan
participants but also align with sponsors’ total rewards strategies and
help recruit and retain top talent. RPS Retirement Consultants,
available onsite, online and by phone, develop long-term one-on-one
relationships with savers to help motivate them to take actions that
lead to better retirement outcomes. RPS offers personalized services,
solutions and education to help plan participants get to and through
retirement. The business serves approximately 1.4 million participants
through 22,000 plan sponsors with $52 billion in assets under managementas of December 31, 2013.
About Lincoln Financial Group
Lincoln Financial Group is the marketing name for Lincoln National
Corporation (NYSE:LNC) and its affiliates. With headquarters in the
Philadelphia region, the companies of Lincoln Financial Group had assets
under management of $207 billion as of December 31, 2013. Through its
affiliated companies, Lincoln Financial Group offers: annuities; life,
group life, disability and dental insurance; employer-sponsored
retirement plans; savings plans; and comprehensive financial planning
and advisory services. For more information, including a copy of our
most recent SEC reports containing our balance sheets, please visit www.LincolnFinancial.com.
Lincoln Financial Group
Karen Eross, 484-583-1447
Source: Lincoln Financial Group