Somers will be responsible for selling the firm’s Retirement Plan Services’open-architecture solution through financial representatives in the Northern California and Pacific Northwest regions. He reports to Michael Hall, national sales director of Lincoln’s IRSD team, and will be based in San Francisco.
Somers has more than two decades of sales experience in financial services. Before joining LFD, he was a vice president, external adviser consultant and retirement specialist with PIMCO Investments. He has served in other retirement sales capacities with Bank of America Merrill Lynch and Fidelity Investments, Retirement Services Company. He also served in many sales leadership roles with Ernst & Young LLP.
He graduated cum laude from St. Mary’s College of California in Moraga with a master’s of business administration degree in international business. He also graduated cum laude from Marist College, Poughkeepsie, New York, where he was awarded a bachelor’s degree in communications and Russian. He holds FINRA Series 7, 24, 26, 63 and 66 licenses.
The focus of IRSD is Lincoln’s full-service retirement plan services offerings for corporate and nonprofit and tax-exempt plan sponsors.