Alan Todd Email & Phone Number
Manager, Annuity Operations @ Brighthouse Financial
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Alan Todd Location
- Charlotte, NC, US
Alan Todd Work
- 2022 - now Manager, Annuity Operations @
- 2022 - 2022 Senior Annuity Operations Specialist @
- 2019 - 2021 Senior Account Executive @
- 2012 - 2019 Senior Internal Wholesaler @
- 2011 - 2012 Case Manager @
- 2009 - 2011 Case Manager @
- 2008 - 2009 Internal Sales and Service Analyst @
- 2008 - 2008 Case Manager @
- 2005 - 2008 Service Management @
- 2021 - 2022 Manager, Workplace Account Executive Team @
Alan Todd Education
- The Ohio State University
Bachelor of Science, (BS) (Financial Management)
Alan Todd Skills
- Leadership
- Estate Planning
- Financial Advisory
- Series 63
- Fixed Annuities
- Case Managment
- Call Center
- Insurance
- Highly resourceful
- Retirement Planning
- Life and Health Licensed
- Multi Tasking
- Sales
- Financial Planning
- Persistence
- Trend Analysis
- Annuities
- Sales Support
- Investments
- Relationship Management
- Variable Annuities
- Series 6
- Adaptation
- Finance
- Process Improvement
- Asset Allocation
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Underwriting
- Regulatory Requirements
- Compliance
- Strategic Financial Planning
- FINRA
- Case Management
- Risk Management
- Customer Service
- Financial Analysis
- Service Management
- Management
- Term Life Insurance
- Retirement
- Delivering Results
- Securities
- Determined
Alan Todd Summary
- Alan Todd, based in Charlotte, NC, US, is currently a Manager, Annuity Operations at Brighthouse Financial. Alan Todd brings experience from previous roles at Brighthouse Financial and TIAA. Alan Todd holds a Bachelor of Science, (BS) in Financial Management @ The Ohio State University. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Series 63, Fixed Annuities and more. Alan Todd has 3 emails and 2 mobile phone numbers on RocketReach.
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