Marcie Carvalho
Regional Vice President - RIA Annuities
- Role
- Regional Vice President at Transamerica
- Location
- Golden, CO, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Marcie Carvalho
As a Regional Vice President of advisory solutions, my goal has been to provide an…
Experience
Regional Vice President
Oct 2021 — Present · Denver, CO, US
Education
University of Colorado Boulder
Bachelor of Arts (BA), Sociology with emphasis on Criminology
2001 — 2005
Skills
- Series 6
- Mutual Funds
- Fixed Annuities
- Insurance
- Life Insurance
- Retirement Planning
- Investments
- Wealth Management
- Financial Services
- Sales
- Variable Annuities
- Financial Advisory
- Financial Planning
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