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Brad Whelan Location
Rhode Island, United States
Brad Whelan Work
Regional Sales Manager @ (March 2020 - Present)
Director of Sales- Retirement Services @ (June 2017 - March 2020)
Relationship Manager @ (November 2014 - June 2017)
Retirement Plan Sales Associate @ (November 2012 - November 2014)
Rollover Education Specialist @ (January 2011 - November 2012)
Inst. Securities Operations Representative @ (November 2009 - January 2011)
Sales and Marketing Representative @ Fresh & Fancy Foods (January 2001 - March 2010)
Head Launch Driver @ New York Yacht Club (August 2007 - November 2008)
Brad Whelan Education
University of Vermont
BA (Economics)
2003-2007
UNSW
Study Abroad (Economics)
2006-2006
Brad Whelan Skills
401k
403b
SEP IRA
Simple IRA
Deferred Compensation
Defined Benefit
Leadership
Project Management
PowerPoint
Social Media
Banking
Brad Whelan Summary
Brad Whelan, based in Rhode Island, United States, is currently a Regional Sales Manager at Empower. Brad Whelan brings experience from previous roles at Principal Financial Group and John Hancock Financial Services. Brad Whelan holds a 2003 - 2007 BA in Economics @ University of Vermont. With a robust skill set that includes 401k, 403b, SEP IRA, Simple IRA, Deferred Compensation and more. Brad Whelan has 2 emails and 1 mobile phone numbers on RocketReach.
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