Brad Leonard Email & Phone Number
Sr. MEP Client Relationship Manager @ Transamerica
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Brad Leonard Location
- California, United States
Brad Leonard Work
- 2007 -now Sr. MEP Client Relationship Manager @
- 2000 -2007 Team Leader - 401(k) Client Relationship Services @
- 1998 -2000 401(k) Account Manager @
Brad Leonard Education
- University of Maryland Global Campus
MBA (Business)
2002-2004 - Ohio Wesleyan University
Bachelor (Economics)
1995-1998
Brad Leonard Skills
- Mutual Funds
- Retirement
- Retirement Planning
- 401k
- Benefits Administration
- Series 63
- Portfolio Management
- Employee Benefits
- Investments
- Financial Services
- Relationship Management
- Business Development
- Investment Management
- Series 6
- Pensions
- Series 7
- Insurance
- Management
- Business Relationship Management
- 401(k) Retirement Savings Plans
- Account Management
- Business Analysis
- Marketing
- Project Management
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Brad Leonard Summary
- Brad Leonard, based in California, United States, is currently a Sr. MEP Client Relationship Manager at Transamerica Retirement Solutions. Brad Leonard brings experience from previous roles at Union Bank and Nationwide Financial. Brad Leonard holds a 2002 - 2004 MBA in Business @ University of Maryland Global Campus. With a robust skill set that includes Mutual Funds, Retirement, Retirement Planning, 401k, Benefits Administration and more. Brad Leonard has 4 emails and 2 mobile phone numbers on RocketReach.
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