Ed Fuentes Email & Phone Number
VP - Workplace Benefits Specialist @ Bank of America
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Ed Fuentes Location
- United States
Ed Fuentes Work
- VP - Workplace Benefits Specialist @ (April 2020 - Present)
- Regional Vice President @ (September 2017 - April 2020)
- Retirement Plan Consultant | 401k | 403b | 457b | 401a | ESPP | ESOP @ (October 2015 - September 2017)
- Regional Sales Director @ (August 2008 - October 2015)
- 401k Sales Director @ (August 2007 - August 2008)
- Emerging Market Representative @ (June 2006 - August 2007)
- Client Relationship Manager @ (January 1998 - January 2006)
- Employee Communication Specialist | Institutional Sales @ (January 1993 - January 1998)
Ed Fuentes Education
- Texas Tech University
Bachelor of Science (BS) (Finance, General)
Ed Fuentes Skills
- ERISA
- Fiduciary
- 401k
- 403b
- 457 Plans
- Profit Sharing
- ESOP
- Defined Benefit
- Defined Contribution
- Employee Stock Options
- Pensions
- Qualified Retirement Plans
- Retirement Plan Consulting
- FINRA
- Series 6
- Series 7
- Series 63
- Series 65
- series 66
- Retirement
- Retirement Planning
- Mutual Funds
- Asset Allocation
- Variable Annuities
- Fixed Annuities
- Employee Benefits
- Uniform Combined State Law
- Employee Training
- Presentations
- Continuing Education
- Financial Services
- Public Speaking
- Marketing Communications
- Retirement Plan
- Qualified Retirement
- Uniform Combined State
- Management
Ed Fuentes Summary
- Ed Fuentes, based in United States, is currently a VP - Workplace Benefits Specialist at Bank of America Merrill Lynch. Ed Fuentes brings experience from previous roles at Nationwide Financial, Gallagher, Empower Retirement and Lincoln Financial Group. Ed Fuentes holds a Bachelor of Science (BS) in Finance, General @ Texas Tech University. With a robust skill set that includes ERISA, Fiduciary, 401k, 403b, 457 Plans and more. Ed Fuentes has 2 emails and 3 mobile phone numbers on RocketReach.
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