Richard Desantis
Tax-Free Retirement Income. Transforming Investment Choice and Empowering Financial Freedom. The Stream Protection Plan
- Role
- National Sales Director at The Stream Plan
- Location
- Thousand Oaks, CA, US
- LinkedIn followers
- 500 followers
About Richard Desantis
I have spent 13 years in Private Banking and Wealth Management, and 4.5 years as an…
Experience
National Sales Director
Feb 2024 — Present · Westlake Village, CA, US
Providing a unique strategy that provides tax free retirement income using other people’s money.As National Sales Manager at The Stream Plan, a growing startup in the financial services space, I play a key role in shaping both the sales and strategic direction of the company. Beyond driving business development and recruiting Financial Advisors, Insurance Agents, BGAs, and IMOs to integrate with our platform, I’m also heavily involved in the overall growth strategy, marketing initiatives, and brand development.I manage sales pipelines, optimize CRM systems, and lead educational seminars and webinars to ensure our partners understand the value and potential of The Stream Plan. I also work closely with advisors in point-of-sale situations, helping them close deals and navigate client needs.In addition to my sales responsibilities, I contribute to shaping the company’s strategic vision and lead marketing efforts to drive brand awareness and engagement. I’m proud to be part of a dynamic, entrepreneurial team where I’m able to wear multiple hats and help shape the future of the business.
Education
California State University Channel Islands
Bachelor of Business Administration - BBA, Finance, General
2008 — 2013
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.