Brian Way Email & Phone Number

Vice President Retirement Plan Solutions @ USI Consulting Group

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Brian Way's Location

Walnut Creek, CA, US

Brian Way's Work

Vice President Retirement Plan Solutions @ USI Consulting Group
Account Executive @ Mutual of America
Group Account Representative @ Mutual of America

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Participant Account Representative @ Mutual of America
Financial Representative @ Northwestern Mutual
Sales @ HA Logistics
Sales @ Cable Moore
Account Representative @ ABF Freight

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Brian Way's Education

UC Davis
Bachelor of Science (BS) (Economics)
2001 - 2006
Northgate High School
1997 - 2001

Brian Way's Skills

Strategic Financial Planning
Series 63
Microsoft Word

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Investments
Microsoft Excel
Financial Planners
Risk Management
Fixed Annuities
Finance
Customer Service

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Brian Way's Summary

Brian Way, based in Walnut Creek, CA, US, is currently a Vice President Retirement Plan Solutions at USI Consulting Group, bringing experience from previous roles at Mutual of America Financial Group and Northwestern Mutual. Brian Way holds a 2001 - 2006 Bachelor of Science (BS) in Economics @ UC Davis. With a robust skill set that includes Strategic Financial Planning, Series 63, Microsoft Word, Investments, Microsoft Excel and more, Brian Way contributes valuable insights to the industry. Brian Way has 3 emails and 1 mobile phone number on RocketReach.

Brian Way Email Address

Found 3 email address listings:

Brian Way Phone Number

Found 1 phone number:

925285XXXX

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