Greg McFarlane Email & Phone Number
Director, Hybrid Sales, Retirement @ Transamerica
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Greg McFarlane Location
- Poughkeepsie, NY, US
Greg McFarlane Work
- Director, Hybrid Sales, Retirement @ (April 2025 - Present)
- Director, Client Development and Sales Support @ (January 2021 - April 2025)
- Assistant Vice President - Internal Sales @ (May 2015 - January 2021)
- Sales Consultant - Institutional Markets @ (June 2014 - May 2015)
- Training Supervisor @ (September 2011 - June 2014)
- Supervisor @ (March 2010 - September 2011)
- Assistant Supervisor @ (December 2008 - March 2010)
- Research Specialist @ (April 2008 - December 2008)
- Customer Service Representative @ (October 2006 - April 2008)
Greg McFarlane Education
- University at Albany
Bachelor of Arts (B.A.) (Economics)
2002-2006
Greg McFarlane Skills
- Mutual Funds
- Retirement
- Series 63
- Financial Services
- Relationship Management
- Sales
- Defined Benefit
- Series 6
- Coaching
- Employee Training
- Management
- Qualified Retirement Plans
- Performance Appraisal
- Training
- Training & Development
- Training Course Development
- Training Program Development
- Non-Qualified Deferred Compensation
- Non Qualified Deferred Compensation
- Training and Development
Greg McFarlane Summary
- Greg McFarlane, based in Poughkeepsie, NY, US, is currently a Director, Hybrid Sales, Retirement at Transamerica. Greg McFarlane brings experience from previous roles at Transamerica. Greg McFarlane holds a 2002 - 2006 Bachelor of Arts (B.A.) in Economics @ University at Albany. With a robust skill set that includes Mutual Funds, Retirement, Series 63, Financial Services, Relationship Management and more. Greg McFarlane has 1 emails and 2 mobile phone numbers on RocketReach.
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