Jeffrey Isaac Email & Phone Number
Regional Vice President @ Transamerica
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Jeffrey Isaac Location
- Merrick, NY, US
Jeffrey Isaac Work
- 2026 -now Regional Vice President @
- 2025 -2026 Retirement Benefits Consultant, Workplace Wealth Solutions - Northeast Region @
- 2022 -2025 Business Development Director @
- 2021 -2022 Major Accounts Retirement Services District Manager @
- 2021 -2021 Vice President - Retirement Sales @
- 2014 -2020 Managing Director - Emerging Markets @
- 2012 -2014 Vice President - Retirement Services @ Pilot Benefits
- 2002 -2012 Investment Associate, Retirement Plans Consultant, UBS Institutional Consulting Group @
- 1998 -2001 Programmer Analyst @
Jeffrey Isaac Education
- College for Financial Planning
CRPS (Chartered Retired Plans Specialist Designation)
2009-2009 - New York University SCPS
CFP Coursework
2006 - State University of New York at Albany
English (Tau Epsilon Phi)
1995-1998
Jeffrey Isaac Skills
- 401k
- Series 7
- Series 66
- Mutual Funds
- Retirement Planning
- Investment Advisory
- Investments
- Retirement
- Asset Managment
- Separately Managed Accounts
- New York
- Batch Processing
- Information Systems
- Pricing
- Asbestos Surveys and Project Management
- PSP
- Art
- Strategy
- Fire Risk Assessments and Consultancy
- Trustees
- Mpp
- Notification
- Transparency
- Certified Financial Planner
- Viability
- Fundamental Analysis
- Reports
- Risk Tolerance
- Records Management
- Fidelity
- English
- Management
- Cost
- Finance
- Value Propositions
- Students
- Managing Accounts
- Sarbanes Oxley Act
- Transitions
- Zephyr
- Funding
- Code
- Meetings
- Stocks
- Revenue
- Separately Managed
- Public Speaking
- CRM
- Investment Banking
- New Business Development
- Cultivate
- Colorado
- Presentations
- COBOL
- Investment Management
- Research
- Business Services
- Investment Portfolio
- Networking
- Vendors
- Insurance Planning
- Results Orientation
- Fixed Annuities
- Spanish
- Operations
- Business Planning
- Morningstar
- Crps
- Platforms
- Microsoft Office
- Bonds
- 66 Licensed
- Pensions
- Health and Safety
- Ing
- Financial Services
- Accounting
- Academic
- Testing
- Human Resources
- Coordination
- Sales
- Reorganizations
- Legionella Risk Assessments
- Cold Calling
- Yahoo
- Sales Presentations
- Network Communications
- CDM Coordinator
- Notices
- Corporate Actions
- Method Statements and Risk Assessments
- Consulting
- Prospects
- Market
- Hse Training
- American
- Resolve
- Greenwood Village
- Competitive Advantage
- Safety Management Systems
- Analysis
- SQL
Jeffrey Isaac Summary
- Jeffrey Isaac, based in Merrick, NY, US, is currently a Regional Vice President at Transamerica. Jeffrey Isaac brings experience from previous roles at UBS, Morgan Stanley, ADP and WealthPRIME. Jeffrey Isaac holds a 2009 - 2009 CRPS in Chartered Retired Plans Specialist Designation @ College for Financial Planning. With a robust skill set that includes 401k, Series 7, Series 66, Mutual Funds, Retirement Planning and more. Jeffrey Isaac has 2 emails and 2 mobile phone numbers on RocketReach.
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