Regional Sales Director @ One America (December 2018 - Present)
RVP - Retirement Plan Wholesaler @ (January 2016 - October 2018)
Regional Vice President @ Guardian Retirement Solutions (May 2013 - November 2015)
Regional Vice President @ (January 2011 - May 2013)
Senior Regional Pension Consultant @ (January 2010 - January 2011)
Vice President - Retirement Consultant @ BNY Mellon Asset Management - DCIO & Sub-Advisory Group (January 2007 - January 2009)
Vice President @ AIM Invesco (January 2001 - January 2005)
Regional Vice President @ mPower.com, Inc. (January 1997 - January 2001)
Director Institutional Sales @ New York Life Asset Management (January 1989 - January 1997)
Chris Wilhelm Education
University of California, Berkeley
BA (Social Sciences/ International Business)
1982-1986
University of California, Berkeley
Bachelor's degree (International Business)
1982-1985
Chris Wilhelm Skills
Benefits Administration
Private Equity
Consulting
Mutual Funds
Investments
Financial Services
Series 63
Retirement
401k
Leadership
Retirement Planning
Pensions
Defined Benefit
Financial Advisory
Sales
Series 6
Series 7
Pension Funds
Finra
Sales Management
New Business Development
Project Management
Chris Wilhelm Summary
Chris Wilhelm, based in San Anselmo, CA, US, is currently a PCS Retirement RVP of Sales (Southwest Region) at PCS Retirement. Chris Wilhelm brings experience from previous roles at One America, Ohio National Financial Services, Guardian Retirement Solutions and ING. Chris Wilhelm holds a 1982 - 1986 BA in Social Sciences/ International Business @ University of California, Berkeley. With a robust skill set that includes Benefits Administration, Private Equity, Consulting, Mutual Funds, Investments and more. Chris Wilhelm has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Chris Wilhelm?
Find contact details for 700 million professionals.