Josh MacDonald Email & Phone Number
National Director - TPA Business Development @ Transamerica
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Josh MacDonald Location
- Glastonbury, CT, US
Josh MacDonald Work
- 2023 -now National Director - TPA Business Development @
- 2012 -2023 Sr. Manager - TPA Services @
- 2009 -2012 Vice President- Sales and Marketing @ A.C.G. Associates, Inc.
- 2007 -2009 Regional 401(k) Sales Director @
- 2003 -2007 Regional Marketing Director @
- 1996 -2002 Director @
Josh MacDonald Education
- Eastern Connecticut State University
Bachelor of Science - BS (Marketing & Public Relations)
- University of Maryland Global Campus
Master of Business Administration - MBA (Finance, General)
Josh MacDonald Skills
- 401k
- Series 63
- Retirement
- Series 7
- Mutual Funds
- Series 6
- Retirement Planning
- Fixed Annuities
- Defined Benefit
- Pensions
- Investments
- FINRA
- Profit Sharing
- Qualified Retirement Plans
- ERISA
- Financial Advisory
- Defined Contribution
- Employee Benefits
- Pension Funds
- Microsoft Office
- Marketing Communications
- Business Development
- Financial Services
- Customer Service
Josh MacDonald Summary
- Josh MacDonald, based in Glastonbury, CT, US, is currently a National Director - TPA Business Development at Transamerica. Josh MacDonald brings experience from previous roles at Transamerica, A.C.G. Associates, Inc., Lincoln Financial Group and John Hancock. Josh MacDonald holds a Bachelor of Science - BS in Marketing & Public Relations @ Eastern Connecticut State University. With a robust skill set that includes 401k, Series 63, Retirement, Series 7, Mutual Funds and more. Josh MacDonald has 3 emails and 2 mobile phone numbers on RocketReach.
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