Brian Liss Email & Phone Number

Director, Pooled Plans Product Management @ Transamerica

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Brian Liss Location

Harrison, NY, US

Brian Liss Work

2021 - now Director, Pooled Plans Product Management @ Transamerica
2019 - 2021 Regional Vice President - Large Market Retirement Sales @ Transamerica
2011 - 2019 Sales Consultant @ Transamerica
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2002 - 2011 Investment Analyst @ Transamerica
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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

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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.

Brian Liss Emails

Found 3 emails

Brian Liss Phone Numbers

Found 3 phone numbers

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Richard Farrell

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Baltimore, MD, US
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Honolulu, HI, US
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Brian Simms

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Jenny Zulbaatar

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