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Jeff Wallace Email & Phone Number
Senior Transaction Advisor | Retirement Plan and Benefits Consultant
at
Lockton
1 work email found
@lockton.com
4 phones found area 317, 214, 844, and 909
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Transaction Advisor | Retirement Plan and Benefits Consultant
Location
Los Angeles Metropolitan Area, United States
Company size
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 with 13492 employees, based in Los Angeles Metropolitan Area, 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
This section adds company-level context without repeating Jeff Wallace's masked contact details.
{first_initial}{last}@lockton.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jeff Wallace. Compare company email patterns before reaching out.
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
7 roles
Jeff Wallace work experience
A career timeline built from the work history available for this profile.
Retirement Plan & Executive Benefits Consultant
CurrentProviding 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 education.
Apr 2017 - Present
Regional Sales Director / Relationship Manager
Bmo Retirement Services
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
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
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
External wholesaler focused on independent broker-dealers and registered investment advisors
Jul 2006 - Sep 2008
Senior Consultant
Ifc Retirement Advisors
Jan 2005 - Jul 2006
Team & coworkers
Colleagues at Lockton
Other employees you can reach at lockton.com. View company contacts for 13492 employees →
GH
Greg Holder
Colleague at LocktonOverland Park, Kansas, United States
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DC
Daniel Carcentes, Mba
Colleague at LocktonMexico City, Mexico
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DH
Dan Hickey
Colleague at LocktonWest Hartford, Connecticut, United States
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TP
Tracy Parness, Fsa, Maaa
Colleague at LocktonNew York, United States
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NM
Nancy Molski
Colleague at LocktonDuluth, Georgia, United States
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JI
Juan Ignacio Rosales
Colleague at LocktonBuenos Aires, Buenos Aires Province, Argentina
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MB
Matt Britton
Colleague at LocktonGreater Chicago Area, United States
View →
SC
Suzanne Costello, Arm, Crm
Colleague at LocktonGreater Chicago Area, United States
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RM
Rozita Mohd Nor
Colleague at LocktonBatu Caves, Selangor, Malaysia
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JG
Jim George
Colleague at LocktonSpring Hill, Kansas, United States
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Greg Holder
Colleague at LocktonOverland Park, Kansas, United States
View →
DC
Daniel Carcentes, Mba
Colleague at LocktonMexico City, Mexico
View →
DH
Dan Hickey
Colleague at LocktonWest Hartford, Connecticut, United States
View →
TP
Tracy Parness, Fsa, Maaa
Colleague at LocktonNew York, United States
View →
NM
Nancy Molski
Colleague at LocktonDuluth, Georgia, United States
View →
JI
Juan Ignacio Rosales
Colleague at LocktonBuenos Aires, Buenos Aires Province, Argentina
View →
MB
Matt Britton
Colleague at LocktonGreater Chicago Area, United States
View →
SC
Suzanne Costello, Arm, Crm
Colleague at LocktonGreater Chicago Area, United States
View →
RM
Rozita Mohd Nor
Colleague at LocktonBatu Caves, Selangor, Malaysia
View →
JG
Jim George
Colleague at LocktonSpring Hill, Kansas, 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 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 Greg Holder, Daniel Carcentes, Mba, Dan Hickey, Tracy Parness, Fsa, Maaa, and Nancy Molski.
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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