Navian Capital Announces Its Newest Relationship Managers
Cincinnati, OH – July 25, 2017: – Navian Capital is pleased to announce and welcome its newest members Lance Mogdics, Northwestern Relationship Manager, and Stephen Wonnacott, Western Relationship Manager.
Lance is responsible for providing the Northwest and Upper Midwest regions with the most effective training and sales support available in the industry for MLCDS, MLNs, and Annuities.
Prior to joining Navian Capital, Lance was a wholesaler at John Hancock selling variable annuities, and a wholesaler at Transamerica and Incapital selling structured products. With over 10 years of experience as a wholesaler in the financial industry, Lance is able to provide his clients with the exceptional product knowledge and customer service.
Lance received a Bachelor of Science degree in Economics from the University of Michigan and an MBA from Southern New Hampshire University in Business Administration and Finance. Lance currently holds his Series 7 and 66 licenses.
Stephen is the Western Regional Relationship Manager at Navian Capital with over 10 years of industry experience in derivatives and structured products. In his current role, Stephen is responsible for broadening awareness of structured investments though training and sales support. In addition, Stephen works with structured product providers to optimize parameters and often assists clients to build customized solutions based on current market conditions, risk tolerance, and time horizons.
Prior to joining Navian Capital, Stephen managed the Market-linked CD desk at Union Bank in Los Angeles, California. He oversaw the creation, distribution, and maintenance of all structured products issued by the bank. As part of his mandate, Stephen worked with UnionBanc Investment Services to develop and promote the sale of Union Bank MLCDs and other third-party investment products. Stephen joined the Market-linked CD desk after supporting derivative sales at Union Bank and he previously worked in derivative operations at SunTrust Robinson Humphrey in Atlanta, Georgia.
Stephen received a Bachelor of Science degree in International Relations from Brigham Young University and maintains his Series 7 and 63 licenses.
We hope you are as pleased as we are to welcome Lance & Stephen to Navian Capital's Team!