In this role, Key will report to John Morabito, Lincoln Financial Group’s head of institutional retirement distribution. Key assumed the role on an interim basis last month and was previously a business development director for the South and Midwest U.S. regions.
Key’s responsibilities include leading business development efforts and helping the institutional retirement team build lasting relationships with national and regional independent registered advisory firms. This includes advisers working with broker/dealers and consulting firms, Lincoln explains.
Key has been with Lincoln’s retirement business since 2002. During his tenure at Lincoln, he’s held a variety of roles supporting the business, including stints as head of communications and education for southern and western regions. Prior to joining Lincoln, Key worked at Wall Street Capitol and New York Life in sales and client relationship management positions.
Key holds a bachelor’s degree from North Carolina State University. He holds the certified financial planner (CFP) designation and is also a chartered retirement planning counselor (CRPC), as well as a chartered mutual fund counselor (CMFC). Key holds Series 6 and 63 licenses from FINRA.