Position:
VP - Institutional Sales at Sentinel Benefits & Financial Group
Location:
Greater New York City Area
Work:
Sentinel Benefits & Financial Group
since Oct 2009
-
VP - Institutional Sales
OppenheimerFunds
Sep 2006 - Oct 2009
-
VP - Retirement Plan Consultant
Great-West Retirement Services
Apr 2004 - Oct 2006
-
Regional Sales Director - PAcific Northwest
MassMutual Financial Group
Jun 1998 - Mar 2005
-
Regional Sales Consultant
Manulife Financial
1992 - 1998
-
TPA Services Manager
Skills:
401k, Series 7, Series 63, Profit Sharing, Retirement, Series 6, Mutual Funds, Defined Benefit, ERISA, Retirement Planning, Retirement Plan Consulting, Pensions, Defined Contribution, Investment Advisory, Asset Allocation