Top Internal Wholesalers in Greater Los Angeles Area
Todd Harris
Director - Investment Specialist
Greater Los Angeles Area
Director - Investment Specialist
Director - Advanced Income Solutions
Senior Member - Competitive Research / Product Development Team - Annuities
Investment Strategist - Prudential Annuities
Portfolio Specialist / Internal Wholesaler
Intern: Prudential Global Fixed Income ; Corporate Center Operations and Systems ; Crprt Controllers
Rutgers, The State University of New Jersey-Newark
Temple University - Fox School of Business and Management
Recommendations: 3
401k
Accounting
Asset Allocation
Asset Management
Asset Managment
Banking
Bonds
Budgets
t****[email protected]
Mark Fane
CEO
Greater Los Angeles Area
CEO
Sales Representative
Series 7, 63, 65, registered Financial Adviser.
Sr. Financial Advisor and Certified Retirement Counselor
National Sales Manager
Senior Internal Wholesaler
Managing Partner-Owner
InFRE, International Foundation For Retirement Education
The Sequoia Group
Hollywood High
Recommendations: 3
Mutual Funds
401k
Investments
Financial Planning
Annuities
Financial Advisory
Retirement Planning
Asset Allocation
m****[email protected]
Maryam Rusch
Regional Vice President
Greater Los Angeles Area
Regional Vice President
Regional Sales Director
Regional Vice President
Divisional Marketing Director
Internal Wholesaler
Financial Associate
New Accounts/Loans
California State University-Northridge
Birmingham High School
Herzl
Industry Related Training
Recommendations: 2
Series 63
Series 7
Series 65
Mutual Funds
Series 6
Separately Managed Accounts
Liquid Alternatives
Variable Annuities
m****[email protected]
Ryan Ransdell
Western Divisional Sales Manager
Greater Los Angeles Area
Western Divisional Sales Manager
Western Divisional Sales Manager
Sr. VP Western Divisional Sales Manager
External Wholesaler
Financial Advisor
Internal Wholesaler
Financial Management Advisor
California State University-Northridge
Granada Hills High School
Recommendations: 1
r****[email protected]
Norman Pia
Sales and Consulting Team Leader
Greater Los Angeles Area
Sales and Consulting Team Leader
Internal Consultant
Internal Sales Manager
Internal Wholesaler
Operations Specialist
University of California, Berkeley
Recommendations: 1
Fixed Annuities
Mutual Funds
Separately Managed Accounts
Retirement Planning
Variable Annuities
Uniform Combined State Law
Asset Allocation
Securities
n****[email protected]
Drew Mayo
Regional Director
Greater Los Angeles Area
Regional Director
Regional Vice President
Internal Wholesaler
University of Richmond
Recommendations: 0
Series 7
Investment Advisory Services
Wealth Management
Investments
Mutual Funds
Securities
Variable Annuities
Series 63
d****[email protected]
Amy Toohey
Director - Field Training Execution
Greater Los Angeles Area
Director - Field Training Execution
Training Manager - Field Execution
Training Manager - Eastern Expansion
Marketing Consultant - University of Farmers
Life Specialist - Southern CA State Office
Internal Wholesaler
University of Washington
Recommendations: 0
Insurance
Health Insurance
Series 6, 26 and 63
Hiring
Health
General Insurance
Life Insurance
Property & Casualty Insurance
a****[email protected]
Justin Appel
VP Wealth Consultant
Greater Los Angeles Area
VP Wealth Consultant
Managing Regional Director
Internal Wholesaler
Financial Advisor
University of Central Florida
Recommendations: 0
Finance
Series 7
Marketing
Financial Analysis
Insurance
Business Development
Management
Uniform Combined State Law
j****[email protected]
Aaron Deedon, CIMA®
Regional Vice President, Mutual Fund Specialist
Greater Los Angeles Area
Regional Vice President, Mutual Fund Specialist
Regional Director
Vice President, Regional Sales Director
Regional Vice President
Regional Manager
District Annuity Specialist
Internal Wholesaler
University of California, Los Angeles
Recommendations: 0
a****[email protected]
Anthony Borsellino
Vice President
Greater Los Angeles Area
Vice President
Internal Wholesaler
Account Executive
Account Manager
Account Coordinator
Arizona State University, W. P. Carey School of Business
Universitat Autònoma de Barcelona
Recommendations: 0
a****[email protected]
David Ono
Independent Life and Health Insurance Agent
Greater Los Angeles Area
Independent Life and Health Insurance Agent
Product & Concepts Marketing Manager
Variable Insurance Marketing Manager
Senior Marketing Manager
Proposal Unit Manager
Senior Design Consultant
Internal Wholesaler
Variable Annuity Internal Wholesaler
Financial Institution Services Representative
University of California, Irvine
Recommendations: 0
Financial Planning
Retirement Planning
Investments
Life Insurance
Health Insurance
401k
d****[email protected]
d*****@yahoo.com
J.D. Robinson
Area Sales Manager
Greater Los Angeles Area
Area Sales Manager
Internal Wholesaler
Area Sales Representative
University of Nebraska at Kearney
Recommendations: 0
Market Development
Capital Equipment
Medical Devices
Operating Room
Product Launch
Sales Force Development
j****[email protected]
Melanie Betty, MBA, PPC
Senior Marketing Specialist
Greater Los Angeles Area
Senior Marketing Specialist
Marketing Specialist
Internal Wholesaler
Financial Consultant
University of Redlands
California State University-Fullerton
San Francisco State University
The Hutchison School
Recommendations: 0
Wealth Management
Mutual Funds
Securities
Portfolio Management
Series 65
Series 6
Retirement Planning
Series 63
m****[email protected]
Jennifer Love
Director of Sales, Retirement
Greater Los Angeles Area
Director of Sales, Retirement
Internal Wholesaler
Marketing Associate
University of California, Los Angeles
Recommendations: 0
401k
Series 7
Life & Health Licenses
ERISA
Defined Benefit
Retirement
Retirement Planning
403 b
t****[email protected]
Georg Baerje
Internal Wholesaler / Senior Regional Marketing Specialist
Greater Los Angeles Area
Internal Wholesaler / Senior Regional Marketing Specialist
Premier Banker
Brokerage Associate
Licensed Financial Specialist
Senior Personal Financial Rep
Supervisor - Operations Administration and Command Center
Recommendations: 0
Public Speaking
Banking
Financial Planning
Call Center
Customer Focus
Direct Sales
Inside Sales
Wholesale Sales
g****[email protected]
Kevin Doucet, QKA
Regional Sales Manager - Los Angeles
Greater Los Angeles Area
Regional Sales Manager - Los Angeles
Senior 401k Relationship Manager
401k Internal Wholesaler
Associate Financial Advisor
University of Maryland Baltimore County
Recommendations: 0
Retirement
401k
Retirement Planning
Investments
Finance
Employee Benefits
Financial Advisory
Research
d****[email protected]
k****[email protected]
Andy Gorbenko
Regional Sales Director
Greater Los Angeles Area
Regional Sales Director
External Sales Associate
Internal Wholesaler
Project Manager
University of California, Santa Barbara
Recommendations: 0
Series 63
Retirement
401k
Mutual Funds
Retirement Planning
Pensions
Series 6
Investments
a****[email protected]
Amanda Nelson, PMP
Project Manager
Greater Los Angeles Area
Project Manager
Project Manager
Project Manager
Campaign Manager
Internal Wholesaler
Associate Production Manager
Project Coordinator
Optician/Salesperson/Buyer/Office Assistant
University of Colorado Boulder - Leeds School of Business
Recommendations: 0
Social Media
Marketing
Social Media Marketing
Email Marketing
Digital Marketing
Competitive Analysis
Online Advertising
Advertising
a****[email protected]
Connor Dolan
Internal Wholesaler
Greater Los Angeles Area
Internal Wholesaler
President of the Delta Sigma Chapter
Delivery Associate
Finance Intern
Cart Attendant
Loyola Marymount University
Recommendations: 0
Leadership
Public Speaking
Microsoft Excel
Management
PowerPoint
Social Networking
Microsoft Word
Sales
c****[email protected]
c****[email protected]
Elisabeth CFP®
Company Name
Fidelity Investments
Greater Los Angeles Area
Company Name
Fidelity Investments
Registered Investment Advisor
Internal Wholesaler
University of Southern California - Marshall School of Business
University of California, Los Angeles
Recommendations: 0
Series 7
Investments
Retirement Planning
Strategic Financial Planning
Mutual Funds
Financial Analysis
Fixed Annuities
Insurance
e****[email protected]
