David Mitchell
I relentlessly help advisors and plan sponsors optimize qualified plan benefits & participant outcomes.
- Role
- External Wholesaler, Retirement Plans at Transamerica
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About David Mitchell
Insights: • Pooled Employer Plans (PEPs) • Multiple Employer Plans…
Experience
External Wholesaler, Retirement Plans
Jan 2002 — Present
external wholesaler
Skills
- Asset Allocation
- Retirement Plan Consulting
- Series 7
- Pensions
- Financial Advisory
- Tax
- Defined Benefit
- Sales Operations
- Series 63
- Finance
- Series 6
- Financial Services
- Retirement
- Wealth Management
- Profit Sharing
- Due Diligence
- Fiduciary
- Investments
- Retirement Planning
- 401k
- Business Planning
- Mutual Funds
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