Zachary Rowell
Regional Vice President at Transamerica
- Role
- Regional Vice President at Transamerica
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Zachary Rowell
Zach is a financial sales executive and trusted partner dedicated to helping advisors and their clients as they navigate strategies for income, capital preservation, and estate planning. Securities offered by Transamerica Capital, Inc, 1801 California St Suite 5200, Denver, CO 80202, member FINRA. Opinions expressed herein are not necessarily those of Transamerica or its affiliates. Transamerica does not adopt any third-party content. 122598-ZR0625
Experience
Regional Vice President
May 2022 — Present
Serve as a trusted partner to financial professionals in the WI/IL market in the annuity division. Keenly focused on helping advisors understand and implement retirement income, capital protection, and legacy wealth transfer strategies to assist them with client acquisition and retention.
Education
UNC Chapel Hill
Bachelor of Business Administration (B.B.A.)
2006 — 2010
Skills
- Finance
- Sales
- Strategic Financial Planning
- Call Centers
- Management
- Sales Management
- Business Strategy
- Business Analysis
- Leadership
- Process Improvement
- Marketing
- B2b
- Data Analysis
- Relationship Management
- Sales Operations
- Strategic Planning
- Business Relationship Management
- Access
- Salesforce.com
- Microsoft Excel
- Financial Planning
- Project Planning
- Six Sigma
- Business Development
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