Top Internal Wholesalers in Greater Seattle Area
Katie Wathen
Wholesaler
Greater Seattle Area
Wholesaler
Financial Advisor
Account Executive- External Wholesaler
Internal Wholesaler
Recommendations: 0
Series 7
Asset Management
Finance
Salesforce.com
New Business Development
Sales Presentations
Mutual Funds
Investments
k****[email protected]
Chad Balcom
Regional Director - Oregon
Greater Seattle Area
Regional Director - Oregon
Internal Wholesaler
Client Executive
Key Account Consultant
Associate Client Executive - Defined Contribution/Retirement
Separate Accounts Specialist
Defined Contribution/Retirement Specialist
Investment Department Manager
Financial Advisor
Teller
Pacific Lutheran University
Recommendations: 0
c****[email protected]
Alexandra Galbraith
Senior Internal Wholesaler
Greater Seattle Area
Senior Internal Wholesaler
Senior Account Executive
Internet Sales Manager
Shopping Stylist, Men's Sportswear
Client Relations
Ticket Operations Specialist
Sports Marketing and Promotions Intern
Manager of Team Operations
University of Washington
Recommendations: 0
Sales
Marketing Communications
Social Media
Retirement Planning
Business Development
Digital Marketing
Life Insurance
Relationship Management
a****[email protected]
Blaine Woszczak
Vice President, Regional Sales Coordinator
Greater Seattle Area
Vice President, Regional Sales Coordinator
Internal Wholesaler
Financial Consultant
Consultant
Financial Planner
Financial Services Representative
Intern
Swim Instructor/ Pool Manager/ Staff Supervisor
Ithaca College
Recommendations: 0
Series 7
Retirement Planning
Investments
Series 63
Mutual Funds
401k
Strategic Financial Planning
Series 6
b****[email protected]
Laurie Ovesen
VP - Wealth Strategies Advisor
Greater Seattle Area
VP - Wealth Strategies Advisor
Regional Vice President, Pacific Northwest
Senior Internal Wholesaler
Financial Advisor
University of Phoenix
University of California, Davis
Recommendations: 0
Series 7
Series 63
Investments
Wealth Management
Retirement Planning
Mutual Funds
Retirement
Asset Allocation
o****[email protected]
Jon Magno
Sales and Community Relations Executive
Greater Seattle Area
Sales and Community Relations Executive
Member
Registered Sales Assistant
Manager
Internal Wholesaler
Treasurer / Secretary
Brokerage Director
Sales Manager
University of Santo Tomas
Recommendations: 0
Insurance
Long Term Care
Disability Insurance
Life Insurance
Brokers
Fixed Annuities
Term Life Insurance
Retirement Planning
j****[email protected]
Alexander Webster
Admissions Office Assistant
Greater Seattle Area
Admissions Office Assistant
Internal Wholesaler
Key Account Specialist
Hybrid Wholesaler
Regional Finance Support
Sales Support Specialist
Gonzaga University
Recommendations: 0
Writing
Idea Generation
Project Management
Time Management
Communication Skills
