Keith Nelson
Regional Vice President, DCIO Sales - Central
- Role
- Regional Vice President, Dcio Sales - Central at The Standard
- Location
- Des Moines, IA, US
- LinkedIn followers
- 500 followers
Experience
Regional Vice President, Dcio Sales - Central
Jan 2023 — Present · Des Moines, IA, US
Help financial professionals, investment analysts, and prospective clients find the appropriate stable value solutions for their retirement plans by assisting with due diligence reviews on their current stable value investment offerings and leading educational meetings that cover the variety of stable value funds available in the marketplace.
Education
The University of Iowa Tippie College of Business
Bachelor of Business Administration, Marketing
2003 — 2006
Skills
- Retirement
- Investments
- Retirement Planning
- Financial Services
- Defined Contribution
- Sales
- 401k
- Mutual Funds
- Series 63
- Series 6
- Loans
- Asset Allocation
- Pensions
- Wealth Management
- Insurance
- Securities
- Relationship Management
- Finra
- Series 7
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