If you need more lookups,
subscriptions start at $34 USD/month.
Brian Liss Location
Harrison, NY, US
Brian Liss Work
2021 -now Director, Pooled Plans Product Management @
2019 -2021 Regional Vice President - Large Market Retirement Sales @
2011 -2019 Sales Consultant @
2002 -2011 Investment Analyst @
Brian Liss Education
University of Massachusetts at Amherst - Isenberg School of Management
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 @ University of Massachusetts at Amherst - Isenberg School of Management. 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.
Looking for a different Brian Liss?
Find contact details for 700 million professionals.