Bart Ballinger
- Role
- Senior Vice President, Regional Sales Director at Usi Consulting Group
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President, Regional Sales Director
Mar 2018 — Present
Education
California State University, Chico
Bachelor of Applied Science (B.A.Sc.), Business Administration and Industrial Relations
Skills
- Investment Advisory
- Retirement Planning
- Investment Management
- Defined Benefit
- Financial Services
- Equities
- Asset Management
- Pensions
- Portfolio Management
- Mutual Funds
- Alternative Investments
- Asset Managment
- Series 7
- Investment Strategies
- Health Savings Accounts
- Retirement
- Banking
- Investments
- Wealth Management
- Asset Allocation
- 401(K) Retirement Savings Plans
- Employee Benefits
- Series 63
- Retirement Plan Consulting
- 401k
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