Brian Way Email & Phone Number
Vice President Retirement Plan Solutions @ USI Consulting Group
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Brian Way Location
- Walnut Creek, CA, US
Brian Way Work
- 2022 -now Vice President Retirement Plan Solutions @
- 2021 -2022 Account Executive @
- 2018 -2021 Group Account Representative @
- 2015 -2017 Participant Account Representative @
- 2010 -2015 Financial Representative @
- 2010 -2010 Sales @ HA Logistics
- 2009 -now Sales @ Cable Moore
- 2007 -now Account Representative @
Brian Way Education
- UC Davis 2001-2006
- Northgate High School 1997-2001
Brian Way Skills
- Disability Insurance
- Sales
- Customer Service
- Strategic Financial Planning
- Retirement Planning
- Long-term Care
- Insurance
- Fixed Annuities
- Microsoft Excel
- Investments
- Financial Planners
- Microsoft Word
- Finance
- Risk Management
- Series 63
- Long Term Care
- Patent Licensing
Brian Way Summary
- Brian Way, based in Walnut Creek, CA, US, is currently a Vice President Retirement Plan Solutions at USI Consulting Group. Brian Way brings experience from previous roles at Mutual of America Financial Group and Northwestern Mutual. Brian Way holds a 2001 - 2006 UC Davis. With a robust skill set that includes Disability Insurance, Sales, Customer Service, Strategic Financial Planning, Retirement Planning and more. Brian Way has 2 emails and 3 mobile phone numbers on RocketReach.
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