Top Wholesalers in Greater Denver Area

Josh Tait
Volunteer
Greater Denver Area
Volunteer
Internal Wholesaler
Admissions Counselor
Commercial Project Manager
Iowa State University
University of Missouri-Kansas City
Recommendations: 18
Retirement Planning
Fixed Annuities
Insurance
Financial Advisory
Life Insurance
Disability Insurance
Long-term Care
Investments
View more
Cortney White
Business Development Director
Greater Denver Area
Business Development Director
TPA Regional Marketing Director
Business Development Manager
Business Development Specialist
Wholesaler
Retirement Consultant
University of Arkansas Sam M. Walton College of Business
Recommendations: 9
FINRA
Series 6
Series 7
Series 63
Life Insurance
Financial Services
Mutual Funds
TPA
View more
Ashleigh Rothhammer
Vice President, Sales
Greater Denver Area
Vice President, Sales
CEO
Advertising Executive
Account Representative
Account Executive
Wholesaler
Wholesaler
Intern
2002 - 2006 University of Colorado
Mullen
Recommendations: 7
Lead Generation
B2B
Marketing
New Business Development
Management
Sales Management
Sales Operations
Business Development
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Kimberly Bontrager
Account Manager
Greater Denver Area
Account Manager
Realtor, Broker Associate
Business Development Consultant
Internal Wholesaler
University of Colorado at Boulder
Kent Denver
Recommendations: 4
Real Estate
Investors
Investments
B2B services
Title Insurance
Direct Sales
Insurance
Inside Sales
View more
Dan Matheny [LION]([email protected])
Regional Account Manager
Greater Denver Area
Regional Account Manager
Director of Marketing
Sales Manager
Regional Sales Manager
Senior Consultant
Investment Advisor
Regional Vice President- External Wholesaler
Internal Wholesaler
Senior Account Representative
National Account Representative
Territory Manager
Vice President Marketing
Recommendations: 3
Strategic Partnerships
Strategy
Asset Managment
Business Development
Investments
Portfolio Management
CRM
Wealth Management
View more
Jerilyn Suster
Elementary School Teacher
Greater Denver Area
Elementary School Teacher
Elementary School Teacher
Teacher in Residency
VP/Internal Relationship Manager
Senior Internal Wholesaler
Financial Services Representative
Western State College
Regis University
University of Colorado Denver
Recommendations: 3
Series 7
Mutual Funds
Series 63
Retirement Planning
Fixed Annuities
Asset Allocation
Securities
Retirement
View more
Charley Scott
Staff Accountant
Greater Denver Area
Staff Accountant
President
CSR
Annuity Specialist
Annuity Regional Sales Manager
Internal Wholesaler
Director of Marketing Operations
Business Development Advisor
Business Coach
Annuity Wholesaler-Annuity Master Team
Flamethrower Team
Contracting Team
Workshop Recruiter
Management Trainee
Accounting Assistant/ Benfits Coordinator/ Project Coordinator
Assistant Manager
Book Salesman
Metropolitan State University of Denver
Washburn University
Recommendations: 3
Email Marketing
Operations Management
Project Management
Fixed Annuities
Management
Retail
Accounts Payable
Accounting
View more
Patrick Wisneski, CRPC, CMFC
Vice President, Senior Advisor Consultant
Greater Denver Area
Vice President, Senior Advisor Consultant
Vice President Regional Sales Manager (Wholesaler)
Internal Wholesaler
Senior Internal Wholesaler
Sales Business Development
Regional Sales Manager
Client Relationship Manager
Beverage Manager
The University of Texas at Arlington
University of Northern Colorado
St. Mary's High School Colorado Springs, CO
Recommendations: 2
Separately Managed...
Series 63
Mutual Funds
Series 7
Asset Allocation
401k
Retirement Planning
IRAs
View more
Melissa Sommer
VP, Executive Sales Support
Greater Denver Area
VP, Executive Sales Support
Strategic Account Manager
Internal Wholesaler
Internal Regional Business Consultant
Financial Advisor
Financial Advisor
Senior Manager Financial Firm Initiative
National Account Manager
Business Advisory Senior / Audit, Business Advisory Staff
Regis University
Recommendations: 1
Investments
Alternative Investments
Series 7
Building Relationships
Asset Allocation
Finance
Asset Management
Investment Strategies
View more
Tom Briggs
Regional Vice President
Greater Denver Area
Regional Vice President
Institutional Wholesaler
Financial Advisor
Wholesaler
Internal Wholesaler
University of Colorado Boulder - Leeds School of Business
Smoky Hill High School
willow creek elementary
Recommendations: 1
Mutual Funds
401k
Fixed Annuities
Financial Services
Finance
Variable Annuities
Financial Planners
Series 63
View more
Kyle Hoffman
Inventory Management Rep
Greater Denver Area
Inventory Management Rep
IT - Enterprise Business Solutions - SAP
Sr. Project Manager
Practice Manager / Salesforce Technical Engagement Manager
Project Lead
Salesforce Principal Consultant
Solution Consultant
Project Manager
Internal Wholesaler
Salesforce Engagement Manager
Salesforce Practice Manager/ Program Manager
Sr. Engagement Manager
St Bonaventure University
Archbishop John Carroll High School
Recommendations: 1
Salesforce.com
SAP CRM
SAP
Project Planning
Project Implementation
Deal Sourcing
SDLC
Business Intelligence
View more
Jerod M. Smith
Executive Recruiter
Greater Denver Area
Executive Recruiter
Recruiting Manager
Regional Vice President
Regional Vice President
Senior Internal Wholesaler
Internal Wholesaler
University of Oregon
William J. Palmer
Recommendations: 1
Mutual Funds
Life Insurance
Fixed Annuities
Technology Recruitment
Executive Search
Networking
Recruiting
Talent Acquisition
View more
Miki Miller
Vice President - Financial Advisor
Greater Denver Area
Vice President - Financial Advisor
.
Vice President - Financial Consultant
401k Internal Wholesaler
Internal Sales
University of Colorado at Denver
Recommendations: 1
Mutual Funds
Pensions
Asset Allocation
Customer Service
401k
Retirement
Series 63
Investments
View more
Devon Barker
Regional Adviser Consultant
Greater Denver Area
Regional Adviser Consultant
Hybrid Internal Wholesaler
Community Organizer
Legislative Intern
Intern
University of Colorado Boulder
Syracuse University
Missouri Military Academy
Recommendations: 1
Public Speaking
Research
Politics
Event Planning
Recruiting
Microsoft Office
PowerPoint
Fundraising
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Underwood, Sasha
Regional 401k Sales Director
Greater Denver Area
Regional 401k Sales Director
Regional Sales Consultant
Senior Internal Wholesaler
Regional Business Consultant
University of Colorado at Denver
Recommendations: 0
Ironman Finisher
Snowboarding
Series 7
Mutual Funds
Asset Allocation
Retirement Planning
Investments
Fixed Annuities
View more
Valerie Mizell
Internal Wholesaler
Greater Denver Area
Internal Wholesaler
Senior Insurance Services Specialist
Sales and Service Representative
Arizona State University
Recommendations: 0
Fixed Annuities
Insurance
Long-term Care
Leadership
Sales
Financial Services
Series 7
Sales Management
View more
Amy Sawyer
New Business Consultant
Greater Denver Area
New Business Consultant
401k Internal Wholesaler
Leadership Development Program
University of Colorado at Boulder
Recommendations: 0
401k
Series 63
Retirement Plan Consulting
Series 6
Retirement
Profit Sharing
Mutual Funds
Employee Benefits
View more
Scott Martin, CIMA®
Vice President, Sales
Greater Denver Area
Vice President, Sales
Regional Vice President
Internal Wholesaler
United States Military Academy at West Point
University of Colorado Denver
Recommendations: 0
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Amy Temkin
Vice President Strategic Accounts
Greater Denver Area
Vice President Strategic Accounts
Assistant Vice President, Head of Institutional Client Relations
Client Relationship Manager
Account Specialist
Sales Support Coordinator
Internal Wholesaler
National Sales Representative
Reserve Analysis/ Payment System Risk
Vendor Inventory Tracking Tool Administrator
University of Vermont
Recommendations: 0
Mutual Funds
Asset Management
Account Management
Customer Relations
Consultative Selling
Strategic Planning
New Business Development
Contract Negotiation
View more
Paul Adelson, CFP®, CLU, MBA
National Account VP
Greater Denver Area
National Account VP
Regional Vice President - Institutional Wholesaler
Vice President - Wealth Management
Regional Vice President/External Wholesaler
Regional Marketing Director/External Wholesaler
Senior Account Manager/Internal Wholesaler
Senior Registered Representative III/Acting Team Manager
Senior Training Specialist
Registered Representative II
Registered Representative
Registered Representative
Customer Service Representative
University of California, Santa Barbara
University of Colorado Denver
University of Pennsylvania - The Wharton School
Recommendations: 0
Mutual Funds
Insurance
Wealth Management
Series 7
Series 63
Retirement Planning
Retirement
Investments
View more
Michael Petko
Executive Vice President & Chief Distribution Officer
Greater Denver Area
Executive Vice President & Chief Distribution Officer
Senior Vice President / National Sales Manager
Divisional Vice President - East
Executive Vice President, National Sales Manager
Divisional Vice President
Regional Sales Manager / Wholesaler
Regional Vice President / Wholesaler
University of Nebraska-Lincoln
Recommendations: 0
Strategy
Strategic Planning
Leadership
401k
Alternative Investments
Asset Management
Asset Allocation
Business Development
View more
Grant Smith
Internal Wholesaler
Greater Denver Area
Internal Wholesaler
Internal Wholesaler
Independent Broker
Financial Advisor
The University of Iowa
Simpson College
Recommendations: 0
Securities and Insurance
Individual Client Consultation
Portfolio and Wealth Management
Financial Trading
Risk Assessment
Cross-Selling
Policy Reviews
Financial Needs Analysis
View more
Curtis Cunningham
Internal Wholesaler
Greater Denver Area
Internal Wholesaler
Varsity Football Coach
Financial Services Professional
University of Colorado at Boulder
Columbine High School
Recommendations: 0
Financial Services
View more
Erik Hardin
Regional Vice President
Greater Denver Area
Regional Vice President
Business Development Consultant
Internal Wholesaler
Fort Lewis College
Recommendations: 0
Investments
Portfolio Management
Retirement Planning
Wealth Management
Strategic Financial Planning
Financial Analysis
Alternative Investments
Financial Advisory
View more
Pierce Bostwick
Regional Vice President
Greater Denver Area
Regional Vice President
Regional Vice President
AVP Bank and Wirehouse Variable Annuities
Senior Internal Wholesaler
Customer Service Representative
University of Wisconsin-Milwaukee - School of Business Administration
Recommendations: 0
View more
Kevin Worack, CIMA®
Regional Sales Director
Greater Denver Area
Regional Sales Director
Associate Director
Internal Wholesaler
Internal Wholesaler
Boise State University
Recommendations: 0
Presentations
Public Speaking
Investments
Financial Risk Management
Investment Management
Business Development
Salesforce.com
Sales Presentations
View more
Eric Funk
RVP Retirement Specialist
Greater Denver Area
RVP Retirement Specialist
RVP Retirement Specialist
Vice President Sales
Account Executive
Senior Inside Wholesaler
Financial Rep
The University of Dallas
Roger Williams University
Weber State University
Bonneville
University of Utah
Recommendations: 0
Retirement
401k
Retirement Services
Series 7
Mutual Funds
Series 63
Employee Benefits
Financial Advisory
View more
Darren Snow
President
Greater Denver Area
President
VP, Regional Wholesaler
Business Analyst
Pacfic Northwest, Regional Sales Training Manager
Sales Manager
Old Dominion University
Radford University
Recommendations: 0
Series 7
Management
Investments
FHA
Strategic Planning
Analysis
Mortgage Consulting
Sales
View more
Alex Barrios
virtual Regional Vice President
Greater Denver Area
virtual Regional Vice President
Owner/ Director of Sales
Internal Wholesaler
Private Client Associate
Internal Sales Consultant
Financial Consultant
Director of Training and Recruitment
Mobile Energy Team Member
University of Colorado Boulder
Recommendations: 0
Leadership
Public Speaking
Sales
Investments
CRM
Team Leadership
Management
Start-ups
View more
Jeremy Veryser
National Account Manager
Greater Denver Area
National Account Manager
Regional Marketing Director
Internal Wholesaler
Assistant Branch Manager / Licensed Rep
Fort Lewis College
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
PowerPoint
English
Research
Windows
View more
Ike Wilmeth, CLU®, ChFC®
Field Sales Associate
Greater Denver Area
Field Sales Associate
AVP, National Sales Desk
Sales Desk Manager
Internal Wholesaler
Priority Service Representative
University of Colorado Boulder
Wheat Ridge HS
Recommendations: 0
View more
Greg Ledesma
Regional Advisor Consultant
Greater Denver Area
Regional Advisor Consultant
VP-Institutional Sales Western Region
Regional Vice President
VP- Mutual Fund Wholesaler
Regional Sales Manager
Regional Sales Manager
University of Colorado Denver
University of Colorado at Boulder - Leeds School of Business
Recommendations: 0
Mutual Funds
Separately Managed Accounts
Series 63
Series 7
Retirement Planning
401k
Investments
Asset Allocation
View more
Beth A. Corlett
Wholesaler
Greater Denver Area
Wholesaler
Senior Compliance Analyst
NSCC-Financials Associate
Regis University
Colorado State University
Recommendations: 0
ETFs
Financial Services
Investments
Mutual Funds
Finance
Series 7
Series 6
Securities
View more
Chris McQuillan
Internal Sales Consultant
Greater Denver Area
Internal Sales Consultant
Financial Advisor
Regional Consultant
Regional Consultant
Sales Consultant
Lead Software Tester
Internal Wholesaler
Head of Internal Operations
Point Loma Nazarene University
Point Loma Nazarene University
Recommendations: 0
Insurance
Investments
Asset Allocation
Portfolio Management
Series 6
Series 63
Series 65
Mutual Funds
View more
Christopher D Waldo
Business Development Specialist
Greater Denver Area
Business Development Specialist
Financial Services Representative
Wholesaler
Internal Wholesaler
Team Leader
Flood Determination Analyst
Financial Services
Central Michigan University
Recommendations: 0
Fixed Annuities
Retirement
Mutual Funds
Insurance
Asset Allocation
Employee Benefits
Succession Planning
Variable Products
View more
Michael Hawn
Vice President-Business Development
Greater Denver Area
Vice President-Business Development
Regional Vice President
Direct Sales Consultant- Financial Institutions
AVP, Regional Wholesaler
Various Positions
Colorado State University
Recommendations: 0
Mutual Funds
Financial Services
Investments
Asset Allocation
Corporate Finance
Investment Strategies
Finance
Portfolio Management
View more
Tom Wyneken
Internal Wholesaler
Greater Denver Area
Internal Wholesaler
Financial Advisor
Account Executive
Marketing Associate
UCLA
Recommendations: 0
Management
Investments
Series 7
Retirement Planning
Series 63
Long Term Care Insurance
Variable Annuities
Business Development
View more
Kristen Billows
Regional Vice President
Greater Denver Area
Regional Vice President
Vice President Brand Management
Guaranteed Products Wholesler
Internal Wholesaler
Telephone Service Rep
Broker Dealer Sales Support
Louisiana State University
Recommendations: 0
Leadership
Marketing
Series 63
Series 6
Fixed Annuities
Variable Annuities
Retirement
Retirement Planning
View more
Yong Sin Kim
Manager, Finance
Greater Denver Area
Manager, Finance
Finance Manager, FP&A
Budget Analyst/Officer
Finance Manager ING-IAN, CFO - MFSC
Senior Finanical Analyst
Senior Budget Analyst
Financial Analyst II
Financial Analyst
Business Analyst
Internal Wholesaler
Retirement Specialist
Investment Advisor
Registered Representative
University of Denver - Daniels College of Business
University of Denver
Recommendations: 0
Financial Modeling
Finance
Strategic Financial Planning
Forecasting
Variance Analysis
Budgets
Financial Analysis
Accounting
View more
Kirk Leslie
Regional Vice President
Greater Denver Area
Regional Vice President
VP Investment Solutions
Regional Business Consultant
Director Professional Development
Internal Regional Business Consultant
Financial Advisor
Retirement Benefits Group
Internal and External Wholesaler
Lafayette College
Recommendations: 0
Series 7
Mutual Funds
Series 63
Separately Managed Accounts
Structured Products
Unit Investment Trusts
Practice Management
Investment Sales Ideas
View more
Laura Hiatt
Real Estate Agent
Greater Denver Area
Real Estate Agent
ACCOUNTANT
Internal Regional Business Consultant
Registered Internal Wholesaler
FINANCIAL ADVISOR IN TRAINING
Colorado State University
The Neighborhood Playhouse School of the Theatre
Recommendations: 0
Training
Sales Management
Financial Services
Customer Service
Finance
Sales Process
PowerPoint
Microsoft Word
View more
Meaghan Greene
Channel Marketing Manager
Greater Denver Area
Channel Marketing Manager
Director of Operations and Business Development
Internal Wholesaler
Financial Associate
Financial Associate
Stanford University
University of Phoenix
University of Phoenix
Recommendations: 0
FINRA Series 7
FINRA Series 63
FINRA Series 6
Mutual Funds
Wholesale
Marketing
Presentations
Training
View more
Stefanie Bremers
Agent
Greater Denver Area
Agent
Owner
Contracted Agent with UnitedHealthCare Medicare Solutions
Independant Contracted Agent
Independant Contracted Agent
Internal Wholesaler
loan officer
Fort Lewis College
Recommendations: 0
Medicare
Insurance
Health
Health Insurance
Healthcare
Annuities
Sales
Customer Service
View more
Ty Fleenor
Managing Director, CMT
Greater Denver Area
Managing Director, CMT
Certified Massage Therapist
Director of Operations - Comergy
Internal Wholesaler
Denver School of Massage Therapy
Colorado State University
Arapahoe High School
Recommendations: 0
Community Outreach
Therapeutic Massage
Wellness
Series 63
Chronic Pain
Chair Massage
Small Business
View more
Paul Laderer
Manager Private Advisory Services
Greater Denver Area
Manager Private Advisory Services
Regional Business Consultant
Internal Wholesaler
Dealer and Customer Services
Marketing Sevices Representative
Insurance Agent
The Ohio State University - The Max M. Fisher College of Business
Recommendations: 0
Series 7
Series 63
Series 6
Life Insurance
Certified Fund
Series 99
401k
Finance
View more
Malinda Magel
Partner
Greater Denver Area
Partner
Financial Advisor
Internal Wholesaler
Marketing Product Management
Training Development and Change Management
Amberton University
Baylor University - Hankamer School of Business
Recommendations: 0
Product Marketing
Training & Development
Public Relations
Public Speaking
Budgeting
Change Management
Special Events Development
Retail
View more
Ed Besfer
Regional Annuity Specialist
Greater Denver Area
Regional Annuity Specialist
Internal Wholesaler
Business Development Consultant
Business Development Consultant
Business Development Consultant
Internal Wholesaler
New Business Specialist
Account Trader
Asssitant Language Teacher
University of Nevada-Las Vegas
Recommendations: 0
FINRA Series 6
Series 7
Series 63
Managed Accounts
Annuities
Mutual Funds
Salesforce.com
Alternative Investments
View more
Rian Morrissey
Vice President - Senior Advisor Consultant
Greater Denver Area
Vice President - Senior Advisor Consultant
Regional Advisor Consultant
Wealth Management Advisor
Internal Wholesaler
Sales Coordinator
Rutgers University-New Brunswick
The Hun School of Princeton
Recommendations: 0
Selling
Direct Sales
View more
Dylan Freundlich
Internal Wholesaler
Greater Denver Area
Internal Wholesaler
Operator
Financial Advisor
Financial Advisor
Registered Client Service Associate
Intern
University of Florida
Royal Melbourne Institute of Technology (RMIT)
Universiteit Utrecht
Recommendations: 0
Microsoft Office
BranchNet (LPL)
NexGen
FCI
Morningstar
Portfolio Management
Investment Strategies
Financial Planning
View more
Tim Mclaughlin
Internal Wholesaler
Greater Denver Area
Internal Wholesaler
Inside Sales Representative
Management Intern
Sales Desk Assistant
University of Colorado Boulder
University of Colorado at Boulder
Recommendations: 0
Microsoft Office
Customer Service
Microsoft Excel
Management
Leadership
Microsoft Word
PowerPoint
View more

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