Dene Maria Sanfillipo

Current Employers

Employment History

• 08/1997 → Present
  Principal Life Insurance Company
  Dublin, OH
• 09/1997 → Present
  Principal Securities
  Dublin, OH
• 06/2016 → 09/2020
  Sanfillipo Financial
  Dublin, OH
• 09/2020 → Present
  Sanfillipo Financial Llc
  Dublin, OH
• 08/2010 → Present
  Residently Speaking
  Dublin, OH
• 09/2025 → Present
  Lake Forest Financial Advisors
  Dublin, OH

Other Businesses

**SAMS FANS POSITION: sponsorship committee member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 4041 N. High St., Suite 401E, Columbus OH 43214, United States DESCRIPTION: Help in fundraising for the event called A THREAD of Hope. Lead a team of individuals to obtain corporate donations. **INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2018 ADDRESS: 5600 Blazer Pkwy, Suite 300, Dublin OH 43017, United States DESCRIPTION: Life, DI, LTC. **INSURANCE & INVESTMENT / Lake Forest Financial Advisors (DBA) POSITION: CEPA NATURE: Financial Strategies/Needs Analysis, Group/Health Insurance, Life Insurance/Annuities, Mutual Funds/Securities/ VA / VL INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/05/2025 ADDRESS: 5600 Blazer Pkwy, Suite 300, Dublin OH 43017, United States DESCRIPTION: Facilitating business with colleagues as part of DBA to maintain synergy. I will be mainly involved in national markets and business development through networking & prospecting. When/if business is placed for insurance products individually and through employee benefits, I will share in compensation from sales developed through my efforts. **INSURANCE & FINANCIAL PLANNING / Residently Speaking (DBA) POSITION: Financial Advisor NATURE: Seminars/Educational Workshops, DI/A&H Insurance Fee-based Financial Planning, Financial Strategies/Needs Analysis, Group/Health Insurance, Life Insurance/Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 08/01/2010 ADDRESS: 5600 Blazer Pkwy, Suite 300, Dublin OH 43017, United States DESCRIPTION: Facilitating business with colleagues as part of DBA to maintain synergy. I will be mainly involved in medical/healthcare market development through networking & prospecting. When/if business is placed for insurance products individually and through employee benefits, I will share in compensation from sales developed through my efforts. **LAKE FOREST FINANCIAL ADVISORS (DBA) POSITION: Financial Advisor, Partner NATURE: individual and business consulting, seminars, education workshops, fee-based planning, etc... INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 09/01/2025 ADDRESS: 5600 Blazer Pkwy, Suite 300, Dublin OH 43017, United States DESCRIPTION: Financial Advisory & Partner that will manage growth of practice and maintain existing clients via team utilization. **INSURANCE & CONSULTING POSITION: Residently Speaking NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2025 ADDRESS: 5600 Blazer Pkwy, Suite 300, Dublin OH 43017, United States DESCRIPTION: Insurance sales and consulting for resident physicians. Offering GSI Disability coverage via Ameritas. Providing education and connection to insurance and financial education.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-11-24

Other Names

• Dene Maria Dixon
• Dene Maria Dixon