Metropolitan State University of Denver 1995
-
1998
Michael Staples Skills
401k
Asset Allocation
ERISA
Employee Benefits
IRAs
Mutual Funds
Pensions
Process Improvement
Retirement
Retirement Planning
Sales
Series 63
Series 7
Separately Managed Accounts
Retirement Plan Consulting
Investment Advisory
Defined Benefit
Profit Sharing
Investments
Alternative Investments
Investment Strategies
Qualified Retirement Plans
Team Building
Public Speaking
Business Analysis
401K Retirement Savings Plans
Sales Management
Microsoft Excel
Customer Service
Management
401 Retirement Savings Plans
Michael Staples Summary
Michael Staples, based in Denver, CO, US, is currently a Regional Vice President at Transamerica. Michael Staples brings experience from previous roles at T. Rowe Price, Transamerica Retirement Solutions, OppenheimerFunds and Oppenheimerfunds. Michael Staples holds a 1995 - 1998 Metropolitan State University of Denver. With a robust skill set that includes 401k, Asset Allocation, ERISA, Employee Benefits, IRAs and more. Michael Staples has 3 emails and 3 mobile phone numbers on RocketReach.
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