Al Close Email & Phone Number
Executive Vice President, Sales and Distribution
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Al Close Location
- Carpinteria, CA, US
Al Close Work
- 2018 -now Executive Vice President, Sales and Distribution @ PlanMember Securities Corporation
- 2011 -now Senior Vice President, Sales and Distribution @
- 2004 -2010 Senior Vice President Independent Sales and Distribution and Marketing @ Symetra Financial Corporation
- 2002 -2004 Senior Vice President, Marketing @ Safeco Life Insurance Company
- 1999 -2002 President @ Safeco Investment Services
- 1998 -1999 Vice President, Intermediary Marketing @ Safeco Mutual Funds
- 1992 -1998 President and CEO @ Interpacific Investors Services Inc
- 1987 -1992 Vice President, Investment Division @ R. L. Evans Company, Inc.
- 1984 -1987 Sales Associate @ Mutual Benefit Financial/Royal Alliance Assoc. Inc
Al Close Education
- University of Washington
Bachelor of Arts (Business; Finance and Economics)
1980-1984
Al Close Skills
- Fixed Annuities
- Insurance
- Mutual Funds
- Retirement Planning
- Retirement
- Investments
- Sales & Marketing Leadership
- Senior Executive Leadership
- Wealth Management
- Financial Services
- Life Insurance
- Strategic Planning
- New Business Development
- Series 7
- Series 6
- Financial Advisory
- Investment Advisory
- 401k
- Series 63
- Asset Allocation
- FINRA
- Series 24
- Series 65
- Variable Annuities
- Bonds
- Uniform Combined State Law
- 401(k) Retirement Savings Plans
- Trading
- Business Development
- Sales
- 401k Retirement Savings Plans
- Sales and Marketing Leadership
- 401 Retirement Savings Plans
Al Close Summary
- Al Close, based in Carpinteria, CA, US, is currently a Executive Vice President, Sales and Distribution at PlanMember Securities Corporation. Al Close brings experience from previous roles at PlanMember Financial Corporation, Symetra Financial Corporation, Safeco Life Insurance Company and Safeco Investment Services. Al Close holds a 1980 - 1984 Bachelor of Arts in Business; Finance and Economics @ University of Washington. With a robust skill set that includes Fixed Annuities, Insurance, Mutual Funds, Retirement Planning, Retirement and more. Al Close has 3 emails and 1 mobile phone numbers on RocketReach.
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