Mark Cywin
Retirement Plan Consultant helping Advisors and Plan Sponsors optimize retirement programs.
- Role
- Regional Vice President at Transamerica
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Mark Cywin
Regional Vice President at Transamerica I have worked in financial services and…
Experience
Regional Vice President
Mar 2015 — Present · New York, NY, US
Responsible for the marketing and sale of corporate sponsored retirement plans up to $100M. I work extensively with financial advisors, fund companies and other centers of influence to help Plan Sponsors ensure their retirement plans are compliant per DOL/ERISA and most importantly employees can retire in comfort.
Education
Coastal Carolina University
History
2001 — 2002
Seton Hall University
BSE, Secondary Education/History
2002 — 2005
Skills
- Series 63
- Investment Portfolio Design
- Adp Payroll
- Defined Contribution
- Leadership
- Fiduciary Compliance
- Iras
- Wealth Management
- Investments
- Defined Contribution Plans
- Financial Services
- Retirement
- 401k
- Defined Benefit Plans
- Management
- Retirement Planning
- 401(K) Retirement Savings Plans
- Non Qualified Deferred Compensation Plans
- Sales
- Mutual Funds
- Fiduciary
- Finance
- Training
- Defined Benefit
- Cold Calling
- Financial Advisory
- Series 6
- Sales Operations
- Retirement Plan Consulting
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