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Lundgren will be based in San Diego and will oversee sales activities for bundled plans in the Western division. Lundgren has more than 30 years of retirement plans experience. Prior to joining Nationwide, he served as a DCIO [defined contribution investment only] wholesaler for Van Kampen covering the West Coast, including California. Lundgren earned his undergraduate degree in economics from Amherst College. He also has a Certified Investment Management Analyst certification from The University of Pennsylvania Wharton School of Business.
Lundgren will be based in San Diego and will oversee sales activities for bundled plans in the Western division.
Rebecca Mooreeditors@plansponsor.com