Wade Montgomery
Manager, Elite Partner Solutions at Delaware Life Insurance Company- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Indianapolis, IN
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Credentials
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Health and Life Insurance License
INSURANCE, INDIANA DEPARTMENT OFDec, 2011- Nov, 2024 -
Associate, Customer Service (ACS)
LOMA -
Associate, Insurance Regulatory Compliance (AIRC)
LOMA -
Associate, Life Management Institute (ALMI)
LOMA -
Associate, Secured Retirement Institute (ASRI)
LOMA -
Series 63 Licensed
Financial Industry Regulatory Authority (FINRA) -
Series 7 Licensed
Financial Industry Regulatory Authority (FINRA)
Experience
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Delaware Life Insurance Company, A Group 1001 Company
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United States
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Insurance
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100 - 200 Employee
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Manager, Elite Partner Solutions
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Jul 2022 - Present
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Premier Services Consultant
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Mar 2017 - Jul 2022
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Fifth Third Bank
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United States
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Financial Services
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700 & Above Employee
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Marketing Compliance Analyst
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Sep 2015 - Aug 2016
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Charles Schwab
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United States
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Financial Services
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700 & Above Employee
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Registered Representative
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Nov 2013 - Sep 2015
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Huntington National Bank
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United States
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Banking
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700 & Above Employee
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Personal Banker
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Sep 2011 - Oct 2013
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Education
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2006 - 2009
Ball State University
Bachelor's Degree -
2004 - 2005
Earlham College
Community
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