Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, has appointed Trey Caldwell and Michael Nash to its defined contributions / 401(k) intermediary team as regional sales directors.
In their new roles, Caldwell, and Nash will report to Jim McCrory, divisional sales manager for the defined contribution / intermediary 401(k) team.
Caldwell will be responsible for the Dallas, Ft. Worth and Austin, Texas regions and Nash will focus on the New York City and Long Island regions.
Caldwell has more than a decade of sales experience in the financial services industry. Prior to joining LFD, he was a regional sales representative for Guardian where he was responsible for wholesaling retirement plan products in Texas.
Throughout his career he has served in other retirement sales capacities with the Hartford, Wells Fargo Investments, and Prudential.
Nash has 22 years of retirement and sales experience. Prior to joining LFD, he served as regional vice president for John Hancock Retirement Plan services in the metro New York area.
Throughout his career, he has focused on retirement, investments and pensions with Alliance Bernstein Investment Research & Management, Merrill Lynch, Wall Street Access, and New York Life Asset Management.