Kent Colwell
TPA Business Development Manager - Transamerica Retirement at Transamerica | San Diego, California, United States
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TPA Business Development Manager - Transamerica Retirement at Transamerica in September 2021 to Present
401(k) Lead Client Executive - Transamerica Retirement at Transamerica in June 2019 to September 2021
Director, 401(k) Plan Advisor at Intelligence Driven Advisers (IDA) in November 2017 to May 2019
Director, 401(k) Advisor - RSM McGladrey Wealth Management at RSM US LLP in February 2013 to March 2017
401(k) Advisor at FiduciaryFirst in January 2011 to December 2012
Vice President, 401(k)/DCIO Wholesaler at OppenheimerFunds in January 2008 to January 2010
Regional Director, 401(k) Wholesaler at ING in March 2007 to October 2008
401(k) Wholesaler at Principal Financial Group in January 2001 to January 2007
Vice President & Branch Manager at Charles Schwab in January 1986 to January 2001
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College for Financial Planning, Chartered Retirement Plan Specialist
Buena Vista University, Liberal Arts and Sciences
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Sales Process
Business Development Strategy
Retirement
Securities
Mutual Funds
Asset Management
Risk Management
Trading
401(k) Retirement Savings Plans
Pensions
401k
Business
Sales Management
Presentation Skills
Communication
Business Relationship Management
Sales Presentations
Interpersonal Skills
Facilitation
Retirement Plan Consulting
FINRA
457 Plans
Defined Benefit
Plan Design
RFP Generation
403(b)
Fee Benchmarking
Provider Searches
401(a)
404(a)5
408(b)2
404(c)
QDIA
ERISA 3(21) Investment Fiduciary
ERISA 3(38) Investment Fiduciary
Fiduciary Rule
System Development
Proposal Preparation
Series 65
Networking
Retirement Income Strategies
Series 7
ERISA
Sales
Financial Services
Investment Advisory
Series 63
Asset Allocation
Investment Strategies
Portfolio Management
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Discover more about TransamericaWhat company does Kent Colwell work for?
Kent Colwell works for Transamerica
What is Kent Colwell's role at Transamerica?
Kent Colwell is TPA Business Development Manager - Transamerica Retirement
What is Kent Colwell's personal email address?
Kent Colwell's personal email address is ke****[email protected]
What is Kent Colwell's business email address?
Kent Colwell's business email address is k****[email protected]
What is Kent Colwell's Phone Number?
Kent Colwell's phone (213) ***-*588
What industry does Kent Colwell work in?
Kent Colwell works in the Financial Services industry.
Kent Colwell Email Addresses
Kent Colwell Phone Numbers
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