Barry Newman

Helping you grow your retirement plan business l Regional Vice President Retirement Plan Sales for S. CA & N. Ca.

Role
Regional Vice President Retirement Plans at Ameritas
Location
Oak Park, CA, US
LinkedIn followers
500 followers

About Barry Newman

I am passionate about building relationships with financial professionals to help custom…

Experience

  1. Regional Vice President Retirement Plans

    Ameritas

    Jun 2011 — Present

    As an Ameritas RVP, I collaborate with financial professionals, consultants, and TPAs across California to offer competitive and comprehensive retirement plan strategies to their plan sponsor clients and their participants. I specialize in Defined Contribution Retirement Plans such as 401(k)s, 403(b)s, Governmental 457(b)s, Multiple Employer Plans (MEP)s, Solo(k)s, and Cash Balance Plans and can help navigate and answer questions on these topics.Barry is an employee of Ameritas which offers securities through its affiliated broker/dealer, Ameritas Investment Company, LLC, Member FINRA/SIPC and investment advisory services through its affiliated RIA, Ameritas Advisory Services, LLC.

Skills

  • Pensions
  • Mutual Funds
  • Investments
  • Training
  • Business Development
  • Life Insurance
  • Series 6
  • Series 7
  • Insurance
  • Retirement
  • Fixed Annuities
  • New Business Development
  • Marketing
  • Employee Benefits
  • Retirement Planning
  • Sales
  • Leadership
  • Series 63
  • Business Planning
  • Business Strategy
  • Strategic Planning
  • 401k

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Barry Newman — Regional Vice President Retirement Plans at Ameritas in Oak Park, CA, US | Unifers