Mike F.
Defined Contribution CIT Investment Wholesaler
- Role
- Cit Dcio Wholesaler at Fis Reliance Trust
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Mike F.
As a DCIO wholesaler I strategize with consultants and financial advisors on the best way to grow their retirement business. I have found advisors and consultants do not want to be buried with fund facts but enjoy hearing about how business is being won. I enjoy the art of the sale as much as the facts of my funds.• Energetic self starter with excellent interpersonal skills. Exceptionally skilled at building effective and productive relationships with executives, plan sponsors, consultants, financial advisors, and platform partners.• Broad knowledge of defined contribution market including the tax-exempt and non-profit market.• Utilize consultative sales practices to add value to clients and prospects. Focus on improving outcomes for clients.Specialties: 403(b), 457, 401(k),The views and opinions expressed are my own, are subject to change with market conditions, and are not meant as investment advice. I am affiliated with Putnam Retail Management.
Experience
Cit Dcio Wholesaler
Mar 2024 — Present
Education
Saint Mary's College of California
Bachelor's Degree, Business, Psychology
1983 — 1987
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
1998 — 1999
Skills
- Pensions
- 457 Plans
- Series 63
- Retirement Planning
- Wealth Management
- Defined Benefit
- Retirement
- Investments
- Series 65
- Retirement Plan Consulting
- 401k
- Fixed Annuities
- Securities
- Investment Strategies
- Alternative Investments
- Series 7
- Investment Advisory
- Series 6
- Profit Sharing
- Mutual Funds
- Asset Allocation
- Asset Managment
- 403 B
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