Sales
Webinars & Broadcasts
2019 Qualified Plans in Today’s Environment
Qualified Plans in Today’s Environment DC Booklet
Qualified Plans in Today’s Environment DC Slides
Qualified Plans in Today’s Environtment DC Broadcast
Qualified Plans in Today’s Environment DB Booklet
Qualified Plans in Today’s Environment DB Slides
Qualified Plans in Today’s Environment DB Broadcast
Qualified Plans in Today’s Envrionment Legal Booklet
Qualified Plans in Today’s Envrionment Legal Slides
Qualified Plans in Today’s Environment Legal Broadcast
2018 How to Sell Retirement Plans
2018 How to Sell Retirement Plans Booklet
2018 How to Sell Retirement Plans Slides
2018 How to Sell Retirement Plans Broadcast
Marketing Tools
Administrative Tools
Investment Providers
 | Jason Brady Senior Manager Retirement Business Development | Marc Ialeggio Retirement Plan Counselor | Amy Garman Retirement Business Development Specialist |
 | Great-West Retirement Services | Henry Giano | Keith Cattaneo Regional Sales Director |
 | |||
 | David Ravarino TPA Services | Don Oldag Regional Vice President | Nick Wilson Senior VP of Sales |
 | Bay Area Matthew Nault Internal Sales Consultant Angelo Cabral Regional Vice President | Northern California Zach Carstensen Regional Vice President Christopher McDavid Regional Vice President | Ann Slotwinski Vice President of TPA Services |
 | Fred Bloodgood Advanced Sales and Business Development Christopher Somers Sales Director | Bonnie L. Nave Senior Strategic Relationship Manager: TPA Channel | |
 | Kevin Drucker Managing Director | Travis Matthews, QPFC TPA Sales Consultant Retirement Plans Group | David Popalardo Sales Consultant |
 | Timothy R. Guay, MBA, CIMA, ARPC Director Investment Specialist Group | ||
 | Kari Lusby, CFP, AIFA Regional Vice President | ||
 | Victoria Frey Relationship Manager | ||
 | |||
 | Kim Vu External Wholesaler | Matt Newdigger Regional Vice President | James Blue Internal Partner |
Department of Labor
Professional and Educational
Other Government Agencies
