Pete Marriott Email & Phone Number
Assistant Vice President @ NFP
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Pete Marriott Location
- Charlotte, NC, US
Pete Marriott Work
- 2015 -now Assistant Vice President @
- 2012 -2015 Managing Director @ Trinity Retirement Solutions
- 2006 -2012 Regional Sales Director @
- 2002 -2006 Sales Consultant @ CBH Pensions
- 2000 -2002 Regional Director @ Pan-American Life Insurance
- 1996 -1999 Retirement Services @ Jefferson Pilot Financial
Pete Marriott Education
- Campbell University
MBA/BBA (Trust Management)
1992-1996 - Campbell University, Lundy-Fetterman School of Business
- Campbell University, Lundy-Fetterman School of Business
Master of Business Administration - MBA (Trust Management concentration on Financial Planning)
- The American College of Financial Services
Pete Marriott Skills
- Retirement Planning
- Retirement
- ERISA
- Defined Benefit
- Pensions
- 401k
- Strategic Financial Planning
- Employee Benefits
- Wealth
- Profit Sharing
- New Business Development
- 403 b
- Qualified Retirement Plans
- Financial Services
- Public Speaking
- Mutual Funds
- Tax-exempt 403(b)s
- Investments
- Tax Exempt 403Bs
- Strategic Financial
- Qualified Retirement
Pete Marriott Summary
- Pete Marriott, based in Charlotte, NC, US, is currently a Assistant Vice President at NFP, an Aon company. Pete Marriott brings experience from previous roles at Trinity Retirement Solutions, OneAmerica, CBH Pensions and Pan-American Life Insurance. Pete Marriott holds a 1992 - 1996 MBA/BBA in Trust Management @ Campbell University. With a robust skill set that includes Retirement Planning, Retirement, ERISA, Defined Benefit, Pensions and more. Pete Marriott has 2 emails and 6 mobile phone numbers on RocketReach.
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