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