Greg McFarlane Email & Phone Number
Director, Hybrid Sales, Retirement @ Transamerica
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Greg McFarlane Location
- Poughkeepsie, NY, US
Greg McFarlane Work
- 2025 -now Director, Hybrid Sales, Retirement @
- 2021 -2025 Director, Client Development and Sales Support @
- 2015 -2021 Assistant Vice President - Internal Sales @
- 2014 -2015 Sales Consultant - Institutional Markets @
- 2011 -2014 Training Supervisor @
- 2010 -2011 Supervisor @
- 2008 -2010 Assistant Supervisor @
- 2008 -2008 Research Specialist @
- 2006 -2008 Customer Service Representative @
Greg McFarlane Education
- State University of New York 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 and Transamerica Retirement Solutions. Greg McFarlane holds a 2002 - 2006 Bachelor of Arts (B.A.) in Economics @ State University of New York at Albany. With a robust skill set that includes Mutual Funds, Retirement, Series 63, Financial Services, Relationship Management and more. Greg McFarlane has 3 emails and 2 mobile phone numbers on RocketReach.
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