Brian Jackson Email & Phone Number
Regional Vice President at Transamerica Retirement Solutions @ Transamerica
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Brian Jackson Location
- Phoenix, AZ, US
Brian Jackson Work
- Regional Vice President at Transamerica Retirement Solutions @ (November 2018 - Present)
- Director of Sales - Retirement Services @ (January 2018 - November 2018)
- Sales Representative at Principal Financial Group @ (January 2016 - December 2017)
- Senior Benefit and Planning Counselor @ (December 2010 - January 2016)
- Senior Employee Benefit Specialist @ (April 2007 - December 2010)
- Financial Advisor @ (April 2005 - January 2007)
- Futures Trader @ TradeGroup LLC (April 2003 - November 2004)
Brian Jackson Education
- University of Arizona, Eller College of Management
BS (Finance)
1997-2002
Brian Jackson Skills
- 401(k) Retirement Savings Plans
- Investment Strategies
- Retirement Planning
- Sales
- Series 66
- Series 7
- Pensions
- Insurance
- Financial Planning
- Annuities
- Investments
- Finance
- 401k
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- IRA's
- Microsoft Word
- Microsoft Excel
- Defined Benefit
- Disability Insurance
- Nursing
- Management
- Research
- Trading
- Retirement
- Employee Benefits
- Securities
Brian Jackson Summary
- Brian Jackson, based in Phoenix, AZ, US, is currently a Regional Vice President at Transamerica Retirement Solutions at Transamerica. Brian Jackson brings experience from previous roles at Principal Financial Group. Brian Jackson holds a 1997 - 2002 BS in Finance @ University of Arizona, Eller College of Management. With a robust skill set that includes 401(k) Retirement Savings Plans, Investment Strategies, Retirement Planning, Sales, Series 66 and more. Brian Jackson has 2 emails and 2 mobile phone numbers on RocketReach.
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