Ken Levesque Clu, Ch Fc, Clf, AI F, Lutcf
About Ken Levesque Clu, Ch Fc, Clf, AI F, Lutcf
Ken Levesque is the Director at Mass Mutual in Springfield, Massachusetts, leading the Financial Planning team and maintaining a suite of sales tools.
Current Role at Mass Mutual
Ken Levesque serves as Director at Mass Mutual in Springfield, Massachusetts. In his role, he leads the Financial Planning team at the enterprise level, providing a platform and services to the company's field force. He is responsible for maintaining a suite of quality sales tools, including Profiles, eMoney, Advisys, Impact, Morningstar, AMO, BEI, Betavest, LEAP, and Social Security Explorer. Ken also provides training to Mass Mutual Advisors and Agencies. He has been with Mass Mutual since May 2007.
Previous Experience at Waddell & Reed
Ken Levesque worked as Managing Principal at Waddell & Reed from 2000 to 2007, serving for seven years in the Hartford, Connecticut area. In this role, he managed the operations and supervised activities related to financial advisory services. His tenure at Waddell & Reed provided him with extensive experience in overseeing financial planning services and advisor training.
Long-Term Role at Prudential Financial
From 1983 to 2000, Ken Levesque served as Managing Director at Prudential Financial, where he accumulated seventeen years of experience. At Prudential Financial, he played a pivotal role in managing and directing various departments and initiatives, helping to shape the company's financial strategies and services. This long-term engagement significantly enhanced his leadership skills and industry knowledge.
Educational Background
Ken Levesque earned his Bachelor's Degree in Biology from UMass Dartmouth, studying from 1979 to 1983. Prior to his university education, he attended Somerset High School, completing his studies there from 1974 to 1978. His academic background in biology provided a scientific approach to his analytical and problem-solving skills, which he later applied in his financial career.
Professional Designations
Ken Levesque holds multiple professional designations, underscoring his expertise and commitment to the field. His designations include CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), CLF (Chartered Leadership Fellow), AIF (Accredited Investment Fiduciary), and LUTCF (Life Underwriter Training Council Fellow). These credentials highlight his extensive knowledge and dedication to providing high-quality financial advisory services.