Adriel McIntosh
Senior Client Executive, Workplace Solutions at Transamerica
- Role
- Senior Client Executive at Transamerica
- Location
- Dubuque, IA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Senior Client Executive
Jun 2022 — Present · IA, US
Education
Clarke University
MBA
2012 — 2016
University of Dubuque
Bachelor's of Business Administration
2004 — 2007
Skills
- Relationship Management
- Asppa
- Fixed Annuities
- Retirement Planning
- Customer Service
- Client Development
- Retirement
- Mutual Funds
- Financial Services
- Management
- 401k
- Series 63
- Securities
- Client Engagement
- Series 6
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