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BL

Brian Liss

Director, Pooled Plans Product Management @Transamerica

Harrison, NY, US

EMAILS

b••••••••@transamerica.com

MOBILE NUMBERS

+19•••••••53

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WORK HISTORY

Mar 2021 — Present

Director, Pooled Plans Product Management @Transamerica

SKILLS

401kAsset AllocationSeries 6Investment AdvisoryFinraSeries 65Defined BenefitRetirement Plan ConsultingFinancial ServicesRetirementInvestmentsMutual FundsRetirement PlanningSeries 63Series 7Pensions

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ABOUT BRIAN LISS

Highly experienced, analytical, organized, and client-focused retirement sales specialist…

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