Henoch Tezera

Vice President - Employer Plan Consulting

Role: Vice President - Employer Plan Consulting at Osaic
Location: Portland, OR, US
LinkedIn followers: 500 followers

About Henoch Tezera

Dedicated to providing flexible retirement plan solutions designed to complement the expertise and value provided by advisors and third party administrators.

Experience

Vice President - Employer Plan Consulting
Osaic
Apr 2026 — Present · US

Skills

Financial Advisory
Mortgage Banking
Series 7
Investments
Annuities
Sales
Securities
Iras
Lines of Credit
Retirement Planning
Client Development
Group Insurance
Fixed Annuities
Employee Benefit Plan Design
Retail Banking
Banking
Mutual Funds
Home Equity Loans
Credit Analysis
Series 6
Insurance
Commercial Banking
Variable Annuities
Investment Advisory
Commercial Lending
Relationship Management
Financial Analysis
Equities
Retirement
Strategic Financial Planning
Underwriting
Business Development
Digital Marketing
Wealth Management
Loan Origination
Small Business Lending
Series 63
Mortgage Lending
Portfolio Management
Loans

Contact information

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Work email
•••••@osaic.com
Personal email
•••••@•••••.com
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Current company

Osaic

Financial Services · 2.6K employees · Scottsdale, Arizona, United States

Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

osaic.com

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