Neil Garrett Email & Phone Number
Client Relationship Manager @ Voya Financial
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Neil Garrett Location
- Los Angeles, CA, US
Neil Garrett Work
- Client Relationship Manager @ (January 2025 - Present)
- Relationship Executive @ (July 2017 - January 2025)
- Director, Client Executive @ (September 2015 - June 2017)
- Director, Retirement Consultant @ Burnham Gibson Financial Group (August 2014 - May 2015)
- Managing Director @ (January 2009 - July 2014)
- Principal - Retirement Practice Lead @ (December 2003 - December 2008)
- Senior Relationship Manager - Retirement Consultant @ (April 2001 - December 2003)
- Operations Manager @ (March 1992 - March 2001)
- Account Manager @ NationsBank (January 1990 - December 1992)
Neil Garrett Education
- University of Alabama at Birmingham
(Economics)
Neil Garrett Skills
- Series 63
- Financial Advisory
- Executive Pay
- Pensions
- Business Relationship Management
- Securities Regulation
- Defined Contribution
- Retirement Planning
- Manage Client Relationships
- IRAs
- Investments
- Relationship Management
- Series 6
- 401K Retirement Savings Plans
- 401k
- Retirement Plan Consulting
- Asset Allocation
- Strategic Planning
- Investment Advisory
- Financial Services
- Wealth Management
- Mutual Funds
- FINRA
- Qualified Retirement Plans
- Investment Strategies
- Asset Management
- Deferred Compensation
- Defined Benefit
- Investment Advisory Services
- Pension Funds
- Profit Sharing
- ERISA
- Retirement
- Series 65
- Presentations
- Employee Benefits
- Securities
- Investment Management
- Client Relations Skills
- 401 Retirement Savings Plans
Neil Garrett Summary
- Neil Garrett, based in Los Angeles, CA, US, is currently a Client Relationship Manager at Voya Financial. Neil Garrett brings experience from previous roles at OneAmerica, Transamerica Retirement Solutions, Burnham Gibson Financial Group and 401(k) Advisors - Northwest Region. Neil Garrett holds a University of Alabama at Birmingham. With a robust skill set that includes Series 63, Financial Advisory, Executive Pay, Pensions, Business Relationship Management and more. Neil Garrett has 1 emails and 2 mobile phone numbers on RocketReach.
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