I’m interested in mentoring people from:

    Lance Wordelmann

    Delray Beach, Florida

    Head of Indices and Model Portfolios

    CFRA Research

    Specialties

    Account Management

    Business Development

    Sales

    Pharmaceutical/Medical Sales

    Sales Engineering

    Sales Management & Operations

    Where I've Worked
    N

    May 2005 – Oct 2009

    Vice President - Managing Regional Director

    Natixis Global Associates
    N

    Sep 2003 – May 2006

    Regional Director

    Natixis Global Associates

    Aug 2000 – Aug 2003

    Internal Investment Consultant

    MFS Investment Management

    May 1996 – Aug 2000

    Dealer Marketing Representative

    Putnam Investments
    C

    2019 – 2020

    Head of Indices and Model Portfolios

    CFRA Research
    M

    2015 – 2017

    Head of Business Development and Client Relations

    Metric Advisors/Osprey Partners
    P

    2017 – 2019

    Managing Director

    Pacer ETFs
    A

    2010 – 2014

    Vice President - Regional Director

    AMG Funds - Affiliated Managers Group

    2003 – 2009

    Vice President - Managing Regional Director

    2000 – 2002

    Investment Consultant

    MFS Investment Management
    Where I've Studied

    In Progress

    H.S. Diploma, Finance and Economics

    Northeastern University

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Ask Me for a Referral

    CFRA Research

    In the Media

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