Jim Nolan Clu, Cltc
About Jim Nolan Clu, Cltc
Jim Nolan Clu, Cltc is a Senior Vice President at Lion Street in Columbus, Ohio, where he has worked since 2021. He has extensive experience in financial services, having held various roles in companies such as Phoenix Life Insurance Company, Lincoln Financial Distributors, and Brighthouse Financial.
Work at Lion Street
Jim Nolan has served as Senior Vice President at Lion Street since 2021. He operates from Columbus, Ohio, where he collaborates with a variety of clients, including institutions, independents, and registered investment advisors (RIAs). His role involves developing and implementing financial strategies tailored to client needs, utilizing a consultative approach to assess the viability of insurance-based financial solutions.
Previous Experience in Financial Services
Before joining Lion Street, Jim Nolan held several positions in the financial services industry. He worked as an External Wholesaler at Phoenix Life Insurance Company from 2005 to 2008. Following that, he served at Lincoln Financial Distributors in the same capacity from 2008 to 2011. Most recently, he was the Regional Sales Vice President at Brighthouse Financial from 2016 to 2021, where he focused on sales and client relationship management.
Education and Expertise
Jim Nolan completed his Bachelor of Arts in Finance at Ohio University from 1998 to 2002. He also studied at St. Ignatius High School from 1994 to 1998. Furthering his expertise, he earned the Chartered Life Underwriter designation from The American College of Financial Services, enhancing his qualifications in the financial planning and insurance sectors.
Collaborations with Professionals
In his current role, Jim Nolan collaborates with attorneys and certified public accountants (CPAs) to create and implement comprehensive financial strategies for clients. This collaboration ensures that the financial solutions provided are well-rounded and consider various aspects of clients' financial situations.