Kurt Lam
Regional Vice President Institutional Sales for Transamerica Retirement
- Role
- Director Institutional Sales at Transamerica
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Kurt Lam
Kurt has over 20 years of retirement plan experience in the areas of sales and management, and is known for helping advisors create successful retirement plan programs for their clients. He takes pride in his responsiveness and accessibility, and considers himself to be a member of his clients’ team. Kurt’s wide range of experience and track record have earned him numerous top salesperson awards, as well as a reputation as a retirement plan authority who can provide industry expertise and effective business-building strategies.Kurt received a Bachelor of Arts degree in Industrial Relations from the University of North Carolina in Chapel Hill, where he was a four-year letterman for the wrestling team. Kurt is based out of Raleigh, North Carolina, where is lives with his wife Jessica, his son Preston and 2 daughters Kerrington and Blaine.
Experience
Director Institutional Sales
Mar 2020 — Present
Covering Retirment Plans over $100mm in Assets for NC, SC, TN, VA, WV, MD
Education
The University of North Carolina at Chapel Hill
BA, Business, Sociology, Economics, Communications
1992 — 1996
Skills
- Leadership Development
- Management
- Employee Benefits
- Strategic Communications
- Benefits Administration
- Salesforce.com
- Sales Management
- Leadership
- 401k
- Sales
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