Brian Liss Email & Phone Number
Director, Pooled Plans Product Management @ Transamerica
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Brian Liss Location
- Harrison, NY, US
Brian Liss Work
- Director, Pooled Plans Product Management @ (March 2021 - Present)
- Regional Vice President - Large Market Retirement Sales @ (December 2019 - March 2021)
- Sales Consultant @ (August 2011 - December 2019)
- Investment Analyst @ (September 2002 - August 2011)
Brian Liss Education
- Isenberg School of Management, UMass Amherst
BS (Finance)
1998-2002
Brian Liss Skills
- 401k
- Mutual Funds
- Series 63
- Investments
- Asset Allocation
- Retirement Planning
- Pensions
- Financial Services
- Series 6
- Retirement
- Defined Benefit
- FINRA
- Retirement Plan Consulting
- Series 65
- Investment Advisory
- Retirement Plan
- Series 7
Brian Liss Summary
- Brian Liss, based in Harrison, NY, US, is currently a Director, Pooled Plans Product Management at Transamerica. Brian Liss brings experience from previous roles at Transamerica and Transamerica Retirement Solutions. Brian Liss holds a 1998 - 2002 BS in Finance @ Isenberg School of Management, UMass Amherst. With a robust skill set that includes 401k, Mutual Funds, Series 63, Investments, Asset Allocation and more. Brian Liss has 3 emails and 1 mobile phone numbers on RocketReach.
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