Mitch Schuhman
Director - Sales Process Strategy at Pacific Life
- Role
- Director - Sales Process Strategy at Pacific Life
- Location
- Ridgewood, NJ, US
- LinkedIn followers
- 500 followers
Experience
Director - Sales Process Strategy
Nov 2024 — Present · Newport Beach, CA, US
Education
NYU Stern School of Business
MBA, Finance and Management & Communications
2006 — 2010
Binghamton University School of Management
BS, Management/Marketing
1999 — 2003
Skills
- Financial Services
- Series 7
- Iras
- Wealth Management
- Sales Operations
- Fixed Income
- Marketing
- Series 63
- Stock Market
- Retirement
- Strategic Financial Planning
- Equity Indexed Annuities
- Product Management
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Marketing Strategy
- Series 6
- Series 24
- Wealth Management Services
- 401k
- Structured Products
- Relationship Management
- Asset Management
- Life Insurance
- Strategy
- Investment Management
- Variable Annuities
- Series 65
- Indexed Annuities
- Etfs
- Sales
- Financial Advisory
- Uniform Combined State Law
- Bond Markets
- Management
- Retirement Planning
- Investment Advisory
- Finra
- Securities
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