Spencer Bell
Regional Vice President at Counterpoint Distributors, Inc.
- Role
- Regional Vice President at Counterpoint Distributors, Inc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Spencer Bell
Proven track record as a dynamic and experienced leader in the financial services…
Experience
Regional Vice President
Counterpoint Distributors, Inc
Jun 2022 — Present
Wholesale Distribution of Financial Products - Mutual Funds, SMA\'s and ETF\'s
Education
Kansas State University
Bachelor of Science (BS)
Skills
- Leadership
- Sales
- Fixed Annuities
- Retirement Planning
- Mutual Funds
- Retirement
- Variable Annuities
- 401k
- Insurance
- Asset Management
- Equities
- Indexed Annuities
- Investments
- Fixed Income
- Financial Services
- Portfolio Management
- Alternative Investments
- Investment Management
- Asset Allocation
- Iras
- Marketing
- Training
- Coaching
- Relationship Management
- Practice Management
- Wholesale
- Wealth Management
- Team Leadership
- Team Management
- Sales Presentations
- Finance
- Consultative Selling
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