Megan L Loftin has been a Senior Regional Director in Cambridge Investment Research, Inc. since 2014. Additionally, this person has on-the-job experience at more than nine companies in the related field. Megan has a total work experience of 28+ years. Megan studied at the North Carolina State University from 2003 to 2007. Megan L Loftin can be found in Chesapeake, Virginia – where this expert currently lives. Find this professional's current phone and email through our search.
Name variants:
Meg Loftin
Last updated Jun 06, 2024
Contact Information
Last Update
Jul 8, 2022
Email
me**@gmail.com
Location
Chesapeake, VA
Workplace
Senior Regional Director
Fairfield, IA
Industry
Financial Services, Security Broker/Dealer
Colleagues
Work History
Senior Regional Director
1776 Pleasant Plain Rd, Fairfield, IA 52556
Do you control your journey Are you independentAt Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visiona...
Sep 2014 — May 2019
Personal Banker Ii
1010 Grand Ave, Kansas City, MO 64114
Partnered with individual clients and small businesses to offer a full suite of financial products and services.
Apr 2013 — Nov 2013
Internal Sales Consultant
1 Security Benefit Pl, Topeka, KS 66606
Provided sales coverage and territory support
for two external wholesalers
Prospected for and qualified sales leads, managed all aspects of the sales cycle
Exceeded daily sales metrics b...
Jul 2012 — Apr 2013
Securities Specialist
Supported Financial Advisors in sales goals by providing timely information and assistance for new account processing.
Processed all cashiering functions for $209.6 million Broker/Dealer
...
Oct 2010 — Jun 2012
Senior Securities Specialist
Baton Rouge, LA
Oct 2010 — Jun 2012
Research Associate
4208 Six Forks Rd SUITE 1700, Raleigh, NC 27609
Provided holistic investment analysis for current and prospective high net worth clients.
Met with asset managers to source new investment ideas and receive updates on current holdings.
C...
Jul 2007 — Jun 2010
College Program Intern
EPCOT Outdoor Food and Beverage
Disney's Wide World of Sports Complex
Trained in cash handling, responsible vending, disability services and guest services
Completed a course in Hospital...
Jan 2005 — May 2005
Education
Occupations
Executive
Region Manager
Counselor
Sales Specialist
Agent
Sales Agent
Accountant
Finance and Accounting Specialist
Financial Broker
Banker
Area Manager
Managers
Advisor
Sales Representative
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Mutual Funds
Series 63
Public Speaking
Salesforce.com
Sales
Leadership
Series 7
Series 24
Financial Services
Portfolio Management
Investment Advisory
Alternative Investments
Spin Selling
Management
Securities
Financial Advisory
Investments
Retirement Planning
FAQs about Megan L Loftin
What is the main profession of Megan L Loftin?
Megan L Loftin is a Senior Regional Director.
What jobs is Megan L Loftin a professional at?
The expert is a professional such jobs as Executive and Region Manager.
Where is Megan L Loftin located?
Megan L Loftin is located in Chesapeake, Virginia.
Does the expert have the email address?
me**@gmail.com is The expert's email address.
How many companies did Megan L Loftin work at?
The professional worked at nine jobs.
Where has Megan L Loftin studied?
Megan studied at the North Carolina State University from 2003 to 2007.
Are there any professional skills Megan L Loftin has?
Megan L Loftin has the following skills: Mutual Funds, Series 63, Public Speaking, Salesforce.com, Sales, Leadership, Series 7, Series 24, Financial Services, Portfolio Management, and Investment Advisory.