Retirement Education Specialist @ (January 2007 - January 2010)
Individual Producer @ Individual Producer (January 2005 - January 2007)
Account Manager @ (January 2000 - January 2005)
Bilingual Retirement Plan Consultant @ (January 1999 - January 2000)
Brian Graff Education
University of Phoenix
MBA (Finance)
2002-2005
Denison University
Bachelor of Arts (B.A.)
1991-1995
Summit High School
High School Diploma
Brian Graff Skills
401k
Retirement Planning
Securities
Series 63
Retirement
Customer Service
Employee Benefits
Series 7
Mutual Funds
IRAs
Defined Benefit
Series 6
Defined Contribution
ERISA
Investments
401(k) Retirement Savings Plans
Trading
Customer Relationship Management (CRM)
Management
Finance
401 Retirement Savings Plans
Customer Relationship Management
Brian Graff Summary
Brian Graff, based in Fort Lauderdale, FL, US, is currently a Relationship Manager at ADP. Brian Graff brings experience from previous roles at ADP, MassMutual, Individual Producer and MetLife Financial Services. Brian Graff holds a 2002 - 2005 MBA in Finance @ University of Phoenix. With a robust skill set that includes 401k, Retirement Planning, Securities, Series 63, Retirement and more. Brian Graff has 2 emails and 1 mobile phone numbers on RocketReach.
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