David Mitchell, ARPC, AIF’s Email & Phone

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David Mitchell, ARPC, AIF

External Wholesaler - Regional Vice President @ Transamerica Retirement Solutions

David Mitchell, ARPC, AIF Contact Details

Location:
Greater Philadelphia Area
Work:
External Wholesaler - Regional Vice President @ Transamerica Retirement Solutions
External Wholesaler @ Great-West
Education:
About:

As an external wholesaler, I help financial advisors sell and service 401(k) plans. Strengths include effective employee communications, investment due diligence, and administrative simplicity. Understanding and fulfilling client expectations with: seamless integration with payroll, HR outsourcing, reducing paperwork, achieving the right tax deduction for business owners through plan design, defined benefit, cash balance, and profit sharing, and 

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