Top Wholesalers in Greater Los Angeles Area
Todd Harris
Director - Investment Specialist
Greater Los Angeles Area
Director - Investment Specialist
Director - Advanced Income Solutions
Senior Member - Competitive Research / Product Development Team - Annuities
Investment Strategist - Prudential Annuities
Portfolio Specialist / Internal Wholesaler
Intern: Prudential Global Fixed Income ; Corporate Center Operations and Systems ; Crprt Controllers
Rutgers, The State University of New Jersey-Newark
Temple University - Fox School of Business and Management
Recommendations: 3
401k
Accounting
Asset Allocation
Asset Management
Asset Managment
Banking
Bonds
Budgets
t****[email protected]
Mark Fane
CEO
Greater Los Angeles Area
CEO
Sales Representative
Series 7, 63, 65, registered Financial Adviser.
Sr. Financial Advisor and Certified Retirement Counselor
National Sales Manager
Senior Internal Wholesaler
Managing Partner-Owner
InFRE, International Foundation For Retirement Education
The Sequoia Group
Hollywood High
Recommendations: 3
Mutual Funds
401k
Investments
Financial Planning
Annuities
Financial Advisory
Retirement Planning
Asset Allocation
m****[email protected]
Maryam Rusch
Regional Vice President
Greater Los Angeles Area
Regional Vice President
Regional Sales Director
Regional Vice President
Divisional Marketing Director
Internal Wholesaler
Financial Associate
New Accounts/Loans
California State University-Northridge
Birmingham High School
Herzl
Industry Related Training
Recommendations: 2
Series 63
Series 7
Series 65
Mutual Funds
Series 6
Separately Managed Accounts
Liquid Alternatives
Variable Annuities
m****[email protected]
Ryan Ransdell
Western Divisional Sales Manager
Greater Los Angeles Area
Western Divisional Sales Manager
Western Divisional Sales Manager
Sr. VP Western Divisional Sales Manager
External Wholesaler
Financial Advisor
Internal Wholesaler
Financial Management Advisor
California State University-Northridge
Granada Hills High School
Recommendations: 1
r****[email protected]
Rick Cicetti, CHt
Founder
Greater Los Angeles Area
Founder
Senior V. P. Financial Wholesaler
• Principal
Honors Graduate; received The Director's Award
• Sr. FIA Specialist
• Regional Vice President
• Platinum Trainer
Platinum Coach
• Actor
• Maitre' D
• Sr Food Service Manager
HMI
Brooks Institute of Film, Photography and Fine Art
C. W. Post College, Long Island University
Kansas State
Recommendations: 1
Series 63
Leadership
Coaching
Training
Fixed Annuities
Series 7
Insurance
Mutual Funds
r****[email protected]
Norman Pia
Sales and Consulting Team Leader
Greater Los Angeles Area
Sales and Consulting Team Leader
Internal Consultant
Internal Sales Manager
Internal Wholesaler
Operations Specialist
University of California, Berkeley
Recommendations: 1
Fixed Annuities
Mutual Funds
Separately Managed Accounts
Retirement Planning
Variable Annuities
Uniform Combined State Law
Asset Allocation
Securities
n****[email protected]
Drew Mayo
Regional Director
Greater Los Angeles Area
Regional Director
Regional Vice President
Internal Wholesaler
University of Richmond
Recommendations: 0
Series 7
Investment Advisory Services
Wealth Management
Investments
Mutual Funds
Securities
Variable Annuities
Series 63
d****[email protected]
Ryan Chase
Financial Advisor
Greater Los Angeles Area
Financial Advisor
Product Manager
Hybrid Wholesaler
Founder/CEO
University of Southern California
Recommendations: 0
Series 7
Alternative Investments
Mutual Funds
Securities
Asset Allocation
Asset Management
Investments
Investment Advisory
f****[email protected]
r****[email protected]
Amy Toohey
Director - Field Training Execution
Greater Los Angeles Area
Director - Field Training Execution
Training Manager - Field Execution
Training Manager - Eastern Expansion
Marketing Consultant - University of Farmers
Life Specialist - Southern CA State Office
Internal Wholesaler
University of Washington
Recommendations: 0
Insurance
Health Insurance
Series 6, 26 and 63
Hiring
Health
General Insurance
Life Insurance
Property & Casualty Insurance
a****[email protected]
Justin Appel
VP Wealth Consultant
Greater Los Angeles Area
VP Wealth Consultant
Managing Regional Director
Internal Wholesaler
Financial Advisor
University of Central Florida
Recommendations: 0
Finance
Series 7
Marketing
Financial Analysis
Insurance
Business Development
Management
Uniform Combined State Law
j****[email protected]
Otis Page
director
Greater Los Angeles Area
director
External Wholesaler
University of Southern California
Saratoga High School
Recommendations: 0
Investment Strategies
Asset Allocation
Series 63
Series 7
Wealth Management
Alternative Investments
Investments
Securities
o****[email protected]
Aaron Deedon, CIMA®
Regional Vice President, Mutual Fund Specialist
Greater Los Angeles Area
Regional Vice President, Mutual Fund Specialist
Regional Director
Vice President, Regional Sales Director
Regional Vice President
Regional Manager
District Annuity Specialist
Internal Wholesaler
University of California, Los Angeles
Recommendations: 0
a****[email protected]
Anthony Borsellino
Vice President
Greater Los Angeles Area
Vice President
Internal Wholesaler
Account Executive
Account Manager
Account Coordinator
Arizona State University, W. P. Carey School of Business
Universitat Autònoma de Barcelona
Recommendations: 0
a****[email protected]
David Ono
Independent Life and Health Insurance Agent
Greater Los Angeles Area
Independent Life and Health Insurance Agent
Product & Concepts Marketing Manager
Variable Insurance Marketing Manager
Senior Marketing Manager
Proposal Unit Manager
Senior Design Consultant
Internal Wholesaler
Variable Annuity Internal Wholesaler
Financial Institution Services Representative
University of California, Irvine
Recommendations: 0
Financial Planning
Retirement Planning
Investments
Life Insurance
Health Insurance
401k
d****[email protected]
d*****@yahoo.com
J.D. Robinson
Area Sales Manager
Greater Los Angeles Area
Area Sales Manager
Internal Wholesaler
Area Sales Representative
University of Nebraska at Kearney
Recommendations: 0
Market Development
Capital Equipment
Medical Devices
Operating Room
Product Launch
Sales Force Development
j****[email protected]
Kevin Schmidt, CIMA®
Western Divisional Director, Wirehouses
Greater Los Angeles Area
Western Divisional Director, Wirehouses
Director
Regional Director, Western US & Asia Wholesaler
Regional Manager, Greater Los Angeles Wholesaler
Ithaca College
Recommendations: 0
s****[email protected]
Melanie Betty, MBA, PPC
Senior Marketing Specialist
Greater Los Angeles Area
Senior Marketing Specialist
Marketing Specialist
Internal Wholesaler
Financial Consultant
University of Redlands
California State University-Fullerton
San Francisco State University
The Hutchison School
Recommendations: 0
Wealth Management
Mutual Funds
Securities
Portfolio Management
Series 65
Series 6
Retirement Planning
Series 63
m****[email protected]
Rick Gallego
Regional Life Wholesaler
Greater Los Angeles Area
Regional Life Wholesaler
Life Brokerage Manager
Sales & Marketing
Recommendations: 0
Sales
Insurance
Sales Management
Account Management
Marketing
New Business Development
Customer Service
Life Insurance
r****[email protected]
r****[email protected]
Rico Tarver
ABOM
Greater Los Angeles Area
ABOM
Branch Manager
Investment Consultant
Regional Manager, Financial Wholesaler, Assistant Vice President
Business Development Specialist/Internal Wholesaler
Mobile Marketing Manager
sales rep
Northwestern University
Recommendations: 0
Corporate Finance
Fine Art
Management Consulting
Asset Management
Business Development
Business Planning
Finance
Financial Analysis
f****[email protected]
Jennifer Love
Director of Sales, Retirement
Greater Los Angeles Area
Director of Sales, Retirement
Internal Wholesaler
Marketing Associate
University of California, Los Angeles
Recommendations: 0
401k
Series 7
Life & Health Licenses
ERISA
Defined Benefit
Retirement
Retirement Planning
403 b
t****[email protected]
Kevin Doucet, QKA
Regional Sales Manager - Los Angeles
Greater Los Angeles Area
Regional Sales Manager - Los Angeles
Senior 401k Relationship Manager
401k Internal Wholesaler
Associate Financial Advisor
University of Maryland Baltimore County
Recommendations: 0
Retirement
401k
Retirement Planning
Investments
Finance
Employee Benefits
Financial Advisory
Research
d****[email protected]
k****[email protected]
Andy Gorbenko
Regional Sales Director
Greater Los Angeles Area
Regional Sales Director
External Sales Associate
Internal Wholesaler
Project Manager
University of California, Santa Barbara
Recommendations: 0
Series 63
Retirement
401k
Mutual Funds
Retirement Planning
Pensions
Series 6
Investments
a****[email protected]
Amanda Nelson, PMP
Project Manager
Greater Los Angeles Area
Project Manager
Project Manager
Project Manager
Campaign Manager
Internal Wholesaler
Associate Production Manager
Project Coordinator
Optician/Salesperson/Buyer/Office Assistant
University of Colorado Boulder - Leeds School of Business
Recommendations: 0
Social Media
Marketing
Social Media Marketing
Email Marketing
Digital Marketing
Competitive Analysis
Online Advertising
Advertising
a****[email protected]
Gerry Medina
Real Estate Specialist
Greater Los Angeles Area
Real Estate Specialist
Wholesaler
Real Estate Acquisition Specialist / Cash Buyer / Investor / Wholesaler
Real Estate Consultant
Short Sales Specialist
Hard Knocks
chaffey high school
Recommendations: 0
g****[email protected]
j****[email protected]
Jonathan Poulis
External Wholesaler
Greater Los Angeles Area
External Wholesaler
Executive Vice President
Regional Vice President
External Annuities Wholesaler/ Territory Manager
Internal Annuities Wholesaler
Producer/Financial Services Professional
Recommendations: 0
Fixed Annuities
Mutual Funds
Retirement
Life Insurance
Series 63
Series 6
Insurance
Retirement Planning
j****[email protected]
Luke Theeuwes
Principal & Western Division Director
Greater Los Angeles Area
Principal & Western Division Director
Western Region Sales Manager
Vice President
Wholesaler
University of Houston
Recommendations: 0
Separately Managed...
Series 7
Asset Allocation
Series 63
Series 24
Equities
Retirement
Investment Management
l****[email protected]
Connor Dolan
Internal Wholesaler
Greater Los Angeles Area
Internal Wholesaler
President of the Delta Sigma Chapter
Delivery Associate
Finance Intern
Cart Attendant
Loyola Marymount University
Recommendations: 0
Leadership
Public Speaking
Microsoft Excel
Management
PowerPoint
Social Networking
Microsoft Word
Sales
c****[email protected]
c****[email protected]
Elisabeth CFP®
Company Name
Fidelity Investments
Greater Los Angeles Area
Company Name
Fidelity Investments
Registered Investment Advisor
Internal Wholesaler
University of Southern California - Marshall School of Business
University of California, Los Angeles
Recommendations: 0
Series 7
Investments
Retirement Planning
Strategic Financial Planning
Mutual Funds
Financial Analysis
Fixed Annuities
Insurance
e****[email protected]
Aaron S. Hehe, CIC
Chief Executive Officer
Greater Los Angeles Area
Chief Executive Officer
Commercial Wholesaler
Commercial Underwriter
Marketing Manager
Broker
California Lutheran University
California Lutheran University
Recommendations: 0
Certified Insurance Counselor (CIC)
Casualty Broker-Agent (0F14343)
Property Broker-Agent (0F14343)
Accident & Health (0F14343)
Life-Only (0F14343)
Insurance
General Liability
D&O
a****[email protected]
