The Penn Mutual Life Insurance coverage Firm (Penn Mutual) is happy to announce Teresa M. Fitzgerald as the brand new managing companion of Lakeshore Wealth Methods, its Chicago company. With a background in strategic market and enterprise improvement, Fitzgerald is in prime place to guide the company towards optimum progress.
Teresa Fitzgerald, new managing companion of Lakeshore Wealth Methods, Penn Mutual’s Chicago company (Picture: Enterprise Wire)
Fitzgerald joined the monetary companies trade in 2006, and through her tenure as an adviser and advisor, discovered a ardour for serving purchasers at a mutual firm. She makes a speciality of monetary adviser and workforce enterprise teaching, expertise administration, management improvement and monetary consulting. In her new position, she’s going to work with advisers in profession improvement, progress and market growth.
“Teresa is a welcome addition to the Lakeshore and Penn Mutual workforce,” says Tom Harris, government vp and chief distribution officer at Penn Mutual. “Her expertise working inside a mutual firm aligns with our philosophy of placing our purchasers and policyholders first. Teresa’s skill to community with these round her will serve effectively as she oversees the company’s progress within the higher Chicago space.”
“I’m excited to assist Lakeshore’s progress and for the chance to work with an organization that actually cares about its policyholders,” says Fitzgerald. “Connecting with others is one in all my passions and I’m dedicated to working with our advisers as they try to construct a profession of sustainability and excellence.”
Fitzgerald and her household presently reside in New Lenox, Unwell. In her spare time, she offers again to different ladies in enterprise as a mentor with the Chicago-based PINNK group. In 2019, Fitzgerald was nominated to the 2019 North Shore Ladies in Enterprise Awards in Chicago and most lately, she was nominated to the Penn Mutual 20/20/20 Ladies in Management program.
About The Penn Mutual Life Insurance coverage Firm
Penn Mutual is dedicated to serving to individuals dwell life with confidence. On the coronary heart of this goal is the assumption that life insurance coverage is central to a sound monetary plan. By our community of trusted advisers, we’re devoted to serving to people, households and companies obtain their goals. Penn Mutual helps its advisers with retirement and funding companies by way of its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Go to Penn Mutual at www.pennmutual.com.
The necessities of the 2019 North Shore Ladies in Enterprise Award don’t consider the standard of companies offered and isn’t indicative of the award nominee’s future efficiency.