Jeff Wallace
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Jeff Wallace Email & Phone Number

Senior Transaction Advisor | Retirement Plan and Benefits Consultant at Lockton
Location: Los Angeles Metropolitan Area, United States, United States 7 work roles 1 school
1 work email found @lockton.com 4 phones found area 317, 214, 844, and 909 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email j****@lockton.com
Direct phone (317) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Lockton
Role
Senior Transaction Advisor | Retirement Plan and Benefits Consultant
Location
Los Angeles Metropolitan Area, United States, United States
Company size
13492 employees

Who is Jeff Wallace? Overview

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Quick answer

Jeff Wallace is listed as Senior Transaction Advisor | Retirement Plan and Benefits Consultant at Lockton, a company with 13492 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at lockton.com, phone signal with area code 317, 214, 844, 909, and a matched LinkedIn profile for Jeff Wallace.

Jeff Wallace previously worked as Retirement Plan & Executive Benefits Consultant at Lockton Investment Advisors, Llc and Regional Sales Director / Relationship Manager at Bmo Retirement Services. Jeff Wallace holds Bba, Finance from Loyola Marymount University.

Company email context

Email format at Lockton

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{first_initial}{last}@lockton.com
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AeroLeads found 1 current-domain work email signal for Jeff Wallace. Compare company email patterns before reaching out.

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Profile bio

About Jeff Wallace

Providing transparent, conflict-free consulting services to middle-market employers. Expertise in 401(k), 403(b), ESOP, defined benefit, cash balance & non-qualified executive benefit plans. Specialized skills in recordkeeper analysis, plan design, investment lineups, fiduciary governance and fee structuring & negotiation.

Listed skills include Defined Benefit, 401K, Financial Services, Defined Contribution, and 27 others.

Current workplace

Jeff Wallace's current company

Company context helps verify the profile and gives searchers a useful next step.

Lockton
Lockton
Senior Transaction Advisor | Retirement Plan and Benefits Consultant
Los Angeles, CA, US
Website
lockton.com
Employees
13492
AeroLeads page
Company profile
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7 roles

Jeff Wallace work experience

A career timeline built from the work history available for this profile.

Senior Transaction Advisor | Retirement Plan And Benefits Consultant

Lockton

Los Angeles, CA, US

Retirement Plan & Executive Benefits Consultant

Current
Lockton Investment Advisors, Llc

Southern California

Providing retirement plan consulting services related to recordkeeper selection, fee structuring & negotiation, investment lineup development, and fiduciary governance. Consulting focused on 401(k), ESOP, defined benefit, cash balance, and non-qualified executive benefit plans.Expertise in brokerage account capabilities, plan optimization, and employee.

Apr 2017 - Present

Regional Sales Director / Relationship Manager

Bmo Retirement Services

Greater Los Angeles Area

Responsible for the sales of institutional 401(k), defined benefit, and cash balance plan recordkeeping, trust, and custody solutions to middle and large-market employers in the Western US.

Jun 2011 - Apr 2017

Regional Sales Director

Dailyaccess Corporation

Charlotte, North Carolina Area

External wholesaler focused on providing benefit solutions to retirement plan specialists in the mid-Atlantic territory. Sales focus included 401(k), cash balance & defined benefit plan services, as well as group health & welfare plans.

Aug 2010 - Jul 2011

Regional Director

Unifi Retirement Services

Charlotte, North Carolina Area

External wholesaler of 401(k) & cash balance plan services focused on independent broker-dealers and RIAs in the mid-Atlantic region.

Sep 2008 - Sep 2010

Regional Vice President

Transamerica Retirement Svcs

Charlotte, North Carolina Area

External wholesaler focused on independent broker-dealers and registered investment advisors

Jul 2006 - Sep 2008

Senior Consultant

Ifc Retirement Advisors

Greater Los Angeles Area

Jan 2005 - Jul 2006
Team & coworkers

Colleagues at Lockton

Other employees you can reach at lockton.com. View company contacts for 13492 employees →

SR Saad Raza Saad Raza Colleague at Lockton Dubai, United Arab Emirates, United Arab Emirates View → BE Brian Erb, Cpcu Brian Erb, Cpcu Colleague at Lockton Philadelphia, Pennsylvania, United States, United States View → HL Henrique Lucena Henrique Lucena Colleague at Lockton Rio De Janeiro, Rio De Janeiro, Brazil, Brazil View → PB Paula Burke Paula Burke Colleague at Lockton Greater Perth Area, Australia View → C( Chen (Jenny) Ruiz Jao Chen (Jenny) Ruiz Jao Colleague at Lockton Sioux Falls, South Dakota, United States, United States View → RW Ruby Wignall Ruby Wignall Colleague at Lockton United Kingdom, United Kingdom View → FE Frank Eldridge Frank Eldridge Colleague at Lockton Newnan, Georgia, United States, United States View → CB Cindy Bell Cindy Bell Colleague at Lockton Englewood, Colorado, United States, United States View → LL Lucie-Jayne Louch Lucie-Jayne Louch Colleague at Lockton West Midlands, England, United Kingdom, United Kingdom View → CB Caroline B. Caroline B. Colleague at Lockton Austin, Texas, United States, United States View →
1 education record

Jeff Wallace education

FAQ

Frequently asked questions about Jeff Wallace

Quick answers generated from the profile data available on this page.

What company does Jeff Wallace work for?

Jeff Wallace works for Lockton.

What is Jeff Wallace's role at Lockton?

Jeff Wallace is listed as Senior Transaction Advisor | Retirement Plan and Benefits Consultant at Lockton.

What is Jeff Wallace's email address?

AeroLeads has found 1 work email signal at @lockton.com for Jeff Wallace at Lockton.

What is Jeff Wallace's phone number?

AeroLeads has found 4 phone signal(s) with area code 317, 214, 844, 909 for Jeff Wallace at Lockton.

Where is Jeff Wallace based?

Jeff Wallace is based in Los Angeles Metropolitan Area, United States, United States while working with Lockton.

What companies has Jeff Wallace worked for?

Jeff Wallace has worked for Lockton, Lockton Investment Advisors, Llc, Bmo Retirement Services, Dailyaccess Corporation, and Unifi Retirement Services.

Who are Jeff Wallace's colleagues at Lockton?

Jeff Wallace's colleagues at Lockton include Saad Raza, Brian Erb, Cpcu, Henrique Lucena, Paula Burke, and Chen (Jenny) Ruiz Jao.

How can I contact Jeff Wallace?

You can use AeroLeads to view verified contact signals for Jeff Wallace at Lockton, including work email, phone, and LinkedIn data when available.

What schools did Jeff Wallace attend?

Jeff Wallace holds Bba, Finance from Loyola Marymount University.

What skills is Jeff Wallace known for?

Jeff Wallace is listed with skills including Defined Benefit, 401K, Financial Services, Defined Contribution, Pensions, Investments, Erisa, and Retirement.

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