2011 -
2015 Retirement Plan Sales Representative @
2007 -
2011 Benefits and Retirement Planning Counselor @
2003 -
2005 General Assistant @
Ben Reece Education
College for Financial Planning
CRPS-Certified Retirement Plan Specialist (CFS-Certified Fund Specialist)
2012
-
2012
Radford University - College of Business and Economics
Bachelor of Business Administration (Finance)
1998
-
2002
Ben Reece Skills
401k, 403b, Sep-Simple IRA's, Deferred Compensation, Defined Benefit, ESOP
401k
Retirement Planning
Series 7
Retirement
IRAs
Series 63
Series 6
Uniform Combined State Law
Asset Allocation
Retirement Plan Consulting
Mutual Funds
Defined Benefit
Wealth Management
FINRA
Pensions
Investments
401(k) Retirement Savings Plans
Ben Reece Summary
Ben Reece, based in Atlanta, GA, US, is currently a Vice President of Sales at Smith + Howard. Ben Reece brings experience from previous roles at Lincoln Financial, OneAmerica Financial Partners Inc. and Principal Financial Group. Ben Reece holds a 2012 - 2012 CRPS-Certified Retirement Plan Specialist in CFS-Certified Fund Specialist @ College for Financial Planning. With a robust skill set that includes 401k, 403b, Sep-Simple IRA's, Deferred Compensation, Defined Benefit, ESOP, 401k, Retirement Planning, Series 7, Retirement and more. Ben Reece has 5 emails and 12 mobile phone numbers on RocketReach.
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