Lincoln Financial Group
James Schugel is a seasoned professional currently serving as a Product & Solutions Senior Consultant for the Mid-Large Institutional Team at Lincoln Financial Group since January 2019. In this role, James provides strategic guidance during the RFP process and showcases the company's technology during sales presentations. Prior to this, James worked as a Senior Retirement Plan Consultant, focusing on retirement planning and service to plan sponsors and participants, managing multiple books of business. Previous experience includes roles at State Farm as a Financial Services Sales Consultant, HealthPartners as a Communications Consultant, and reporting positions at KIRO 7 and WCCO | CBS Minnesota, where James delivered over 1000 news reports. James holds a Bachelor of Business Administration in Accounting from Saint Louis University.
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