InsurMark
Lindsey Summerville is an experienced professional in the financial services industry, currently serving as an Advisor Development Consultant at InsurMark since July 2018. Previously, Lindsey held the position of Regional Vice President - Group Retirement Plans Services at Ohio National Financial Services from August 2015 to January 2018, where responsibilities included driving sales in the South Texas and Louisiana territories and conducting participant enrollment meetings. Earlier roles at Ohio National also included serving as a National Account Manager, focusing on expanding relationships with broker-dealers and mutual fund firms. Lindsey's career began at Invesco US, where roles ranged from Internal Retirement Consultant to Tech Rep II in Client Services, demonstrating a consistent focus on relationship management and sales support across various retirement solutions. Lindsey holds a Bachelor's degree in Mass Communications with a Minor in Business Administration from Texas State University.
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InsurMark
As the industry’s leading Advisor Development Organization (ADO), InsurMark is taking the next step in a 35-year history of aligning the independent financial advisor with best-of-breed resources and services. Our dedicated team of advisor development consultants work with valued partners and vendors to navigate the ever-changing industry with our value engineering process, online educational courses and on-site training sessions. This process encompasses brand development and marketing, leads generation, practice betterment, client experience and communications in an effort to build a business blueprint that can be implemented to the benefit of their practice and clients alike.