Robert Jacoy
RFP Team Lead RFP at Transamerica
- Role
- Transamerica
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Robert Jacoy
Over 30 years of experience within the areas of RFP managing and writing, plan…
Experience
Present
Skills
- General Business Administration
- Mutual Funds
- Qualified Retirement Plans
- Financial Services
- Crm
- Defined Contribution
- Coaching
- Customer Relations
- Investments
- Business
- Insurance
- Client Relationship Building
- Relationship Management
- Series 7
- Team Building
- Finance
- Customer Service
- Asset Allocation
- Microsoft Word
- Documentation
- Italian
- Youth Development
- Analysis
- Management
- Innovation
- Technical Writing
- Research
- Quality
- Securities
- Compliance
- Series 63
- Excel
- Mentoring
- Problem Solving
- Erisa
- Series 6
- Consultation
- Business Planning
- Retirement
- Finra
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