David West
Regional Marketing Director at Lincoln Financial Distributors | Omaha Metropolitan Area
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David West currently serves as the Regional Marketing Director at Lincoln Financial Distributors, where he leverages his extensive experience as an External Wholesaler to drive strategic initiatives and enhance client engagement across the financial services landscape. With a robust background in investment science and portfolio management, David is adept at navigating complex financial products, including variable and indexed annuities, mutual funds, and life insurance solutions. His expertise in retirement planning and Social Security further positions him as a trusted advisor to clients and financial professionals alike.
At Lincoln Financial Distributors, David is instrumental in spearheading key marketing projects that aim to elevate brand visibility and foster strong relationships with broker-dealers. His proficiency in asset allocation strategies and long-term care planning allows him to deliver tailored solutions that meet the diverse needs of clients. David's commitment to public speaking and customer service enhances his ability to communicate intricate financial concepts effectively, ensuring that stakeholders are well-informed and confident in their investment decisions.
As part of his role, David also collaborates with cross-functional teams to develop innovative marketing campaigns that resonate with target audiences. His analytical skills, combined with a deep understanding of the financial services industry, enable him to identify emerging trends and opportunities, positioning Lincoln Financial Group as a leader in the marketplace. With a Bachelor’s Degree in Banking and Finance from the University of Nebraska, David continues to build on his strong foundation, driving growth and success for both his clients and the organization.
Regional Marketing Director at Lincoln Financial Distributors in December 2018 to Present
External Wholesaler at Protective Asset Protection in June 2017 to December 2018
Senior Internal Wholesaler Consultant at Pacific Life in September 2011 to June 2017
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Series 6
Series 63
Asset Allocation
Retirement Planning
Variable Annuities
Fixed Annuities
Indexed Annuities
Long-term Care
Mutual Funds
Financial Services
Finance
Customer Service
Microsoft Office
Life Insurance
Public Speaking
Insurance
Investments
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Discover more about Lincoln Financial DistributorsWhat is David West email address?
Email David West at [email protected] and [email protected]. This email is the most updated David West email found in 2026.
What is David West phone number?
David West phone number is +13175252874 and +17652461894.
How to contact David West?
To contact David West send an email to [email protected] or [email protected]. If you want to call David West try calling on +13175252874 and +17652461894. (updated on October 31, 2024)
What is David West net worth?
David West has an estimated net worth of $2,500 to $24,999
What company does David West work for?
David West works for Lincoln Financial Distributors
What is David West's role at Lincoln Financial Distributors?
David West is Regional Marketing Director
What industry does David West work in?
David West works in the Financial Services industry.
David West Email Addresses
David West Phone Numbers
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