Paul Lockwood
EVP, National Accounts at The Pacific Financial Group, Inc
Based in Philadelphia, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Philadelphia
Industry
Investment Management
Company size
53
Contact information
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p•••••••@tpfg.com
Phone
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Background
About Paul Lockwood
I am a results oriented Head of Strategic Accounts with extensive experience of driving strategic partnerships and product development initiatives within the wealth management sector. I have solid expertise in distribution strategy, product development, investment advisory, brokerage, retirement platforms and client management. I am a Subject Matter Expert with extensive knowledge of investment products, product strategy, ESG Investing, portfolio construction, asset allocation and compliance. Also, I have the ability to initiate and foster strategic business relationships with executive stakeholders. Excellent business communication, organizational and interpersonal skills to forge strategic partnerships. Key Competencies: Business Development, Product Development, Distribution Strategy, Key Relationship Management, Strategic Business Planning, Wealth Management, Fee-Based Platforms, Conference Management, Leadership, Advanced Problem Solving
Decision-makers
Other people at The Pacific Financial Group, Inc
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Executive Business Partner · General Business & Management
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Advisor to the Managing Members · General Business & Management
- MMOther
Megan Meade
CEO · Other
- LLDirector
Laura Lyon
Director of Operations · Operations
- JCOther
Judith Cheng
the Pacific Financial Group, Inc · Other
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