Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tim Lewis

Valrico,FL

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

21
21
years of professional experience

Work History

Director of Product and Relationship Management

Osaic Institutions / Infinex Financial Group
04.2007 - 01.2024
  • Directed and maintained all product partner relationships.
  • Negotiated favorable strategic and networking marketing support contracts that benefited the company overall.
  • Secretary of the Product Committee Meeting.
  • Strengthening and expanding relationships for the purposes of providing field and operational support.
  • Planned all Top Producers Meetings as well as helped with the planning of National Sales Meetings.
  • Implemented business strategies, increasing revenue and effectively targeting new markets.

Regional Sales and Development Wholesaling Officer

Colonial Brokerage, Inc.
02.2005 - 12.2006

Managed the State of Florida territory responsible for the wholesale of fixed and variable annuities, mutual funds and qualified plans to 200 investment professionals and licensed bankers in the bank channel.


Developed, structured and presented investment ideas and themes at group licensed banker, financial consultant, regional sales and one-on-one meetings.

Regional Sales Manager / External Wholesaler

Western Southern Financial Group Distributors
11.2002 - 02.2005

Managed a four state territory responsible for the wholesale of fixed annuities and mutual funds to investment representatives in the bank channel. The states were Florida, Alabama, Mississippi and Louisiana.

Education

Life , Health And Variable Annuities Licenses -

State of Florida - Department of Insurance
1990

Series 6 & Series 63 Licenses -

NASD / FINRA Licenses
1989

Certificate Program - Graphic Design

Tampa Bay Area Vo-Tech
Tampa, FL
1982

Hillsborough Community College
Tampa, FL
1980

Skills

  • Partnerships and Alliances
  • Contract and Vendor Management
  • Project Coordination and Management
  • Business Development
  • Sales and Financial Management
  • Corporate Communications
  • Business Management
  • Product Development

Timeline

Director of Product and Relationship Management

Osaic Institutions / Infinex Financial Group
04.2007 - 01.2024

Regional Sales and Development Wholesaling Officer

Colonial Brokerage, Inc.
02.2005 - 12.2006

Regional Sales Manager / External Wholesaler

Western Southern Financial Group Distributors
11.2002 - 02.2005

Life , Health And Variable Annuities Licenses -

State of Florida - Department of Insurance

Series 6 & Series 63 Licenses -

NASD / FINRA Licenses

Certificate Program - Graphic Design

Tampa Bay Area Vo-Tech

Hillsborough Community College
Tim Lewis