Steven McKay
Head of U.S. Retirement, Insurance & College Savings
- Role
- Head of U s Retirement, Insurance & College Savings at Franklin Templeton
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Steven McKay
The views expressed are my own and not of Franklin Templeton.This material should not be construed as individual investment advice or a recommendation regarding securities investments. All investments involve risk including loss of principal. Products and services may not be available in all jurisdictions.Please review the Franklin Templeton Privacy & Cookie Notice: Franklin Distributors, LLC. Members FINRA/SIPC.
Experience
Head of U s Retirement, Insurance & College Savings
Dec 2024 — Present
Oversee Franklin Templeton’s U.S. Retirement, Insurance & Subadvisory and College Savings 529 businesses.
Skills
- Series 6
- 401(K) Retirement Savings Plans
- Investments
- Asset Allocation
- Mutual Funds
- Retirement
- Defined Benefit
- Wealth Management
- Retirement Plan Consulting
- Retirement Planning
- Pensions
- Separately Managed Accounts
- Asset Management
- Securities
- Defined Contribution
- Sales
- Series 63
- Financial Services
- Trading
- Series 7
- 401k
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