Fred Spreen

Role
Director, Stable Value Investments at New York Life
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Fred Spreen

Licensed Financial Sales Executive with extensive experience in Defined Contribution…

Experience

  1. Director, Stable Value Investments

    New York Life

    Jul 2015 — Present

    Responsible for all Stable Value Investment Only Sales in IL, WI, MI, MN, IN, OH, KY, MO, IA, ND, SD, NE, KS. Institutional Guaranteed Investment products for corporate, government, non-profit, Taft-Hartley and higher education retirement plans: 401(k), 403(b), 401(a), 457(b), 529, Defined Benefit, Defined Contribution, Profit Sharing, Non-Qualified, Cash Balance Plans.

Education

  • Seton Hall University

    BS, Political Science

    1984 — 1989

Skills

  • Financial Services
  • Asset Allocation
  • 401(K) Retirement Savings Plans
  • Series 7
  • Defined Benefit
  • Securities
  • Wealth Management
  • Investment Strategies
  • Series 24
  • Series 63
  • Alternative Investments
  • Finra
  • Defined Contribution
  • Pensions
  • Retirement
  • Investment Advisory
  • Branding & Identity
  • Financial Advisory
  • Series 65
  • Selling
  • Series 6
  • Equities
  • Mutual Funds
  • Sales
  • 401k
  • Iras
  • Separately Managed Accounts
  • Etfs
  • Insurance
  • Fixed Annuities
  • Investment Management
  • Uniform Combined State Law
  • Asset Management
  • Retirement Planning
  • Investments
  • Retirement Plan Consulting

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Fred Spreen — Director, Stable Value Investments at New York Life in Charlotte, NC, US | Unifers