Wade Connor
Regional Director at Pentegra Retirement Services
- Role
- Regional Director at Pentegra Retirement Services
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Regional Director
Feb 2008 — Present
Responsible for direct sales and wholesaling through advisors. Territory includes Southeastern states (NC, SC, GA, FL, MS, AL, TN, KY). Responsible for distributing administrative and fiduciary services through retirement plan advisors. Particular emphasis on fiduciary outsourcing, 3(16) administration and Multiple-Employer plan solutions. Also focused on direct sales effort through financial institutions. Responsible for growing Pentegra\'s market share which includes; 401(k), Defined Benefit, ESOP, Non-Qualified, Investment Management, Recordkeeping and administration.
Education
Clemson University
Bachelor of Science, Marketing and Finance
1994 — 1998
Skills
- Pensions
- 401k
- Relationship Management
- Wealth Management
- Investment Management
- Commercial Lending
- Portfolio Management
- Loans
- Investments
- Small Business Lending
- Financial Services
- Retirement
- Strategic Financial Planning
- Series 7
- Banking
- Mutual Funds
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