Alan Valença
DCIO Regional Sales Consultant, T. Rowe Price | Serving Strategic Value to Retirement Professionals, TPAs & Wholesalers
- Role
- t Rowe Price at T. Rowe Price
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Alan Valença
I have extensive experience in the DC Industry in a variety of individual contributor & …
Experience
t Rowe Price
Present
Skills
- Investment Advisory
- Retirement
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Sales
- 401k
- Erisa
- Plan Design
- Asset Management
- Series 7
- Series 63
- New Business Development
- Investments
- Sales Management
- Employee Benefits
- Selling
- Securities
- Public Speaking
- Defined Benefit
- Retirement Planning
- Retirement Plans
- Business Planning
- 401(K) Retirement Savings Plans
- Marketing Strategy
- Defined Contribution
- Financial Services
- Strategic Planning
- Financial Planning
- Financial Advisory
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