Sales Consultant - Vascular and Interventional Imaging @ West Revenue Generation Services, LLC (February 2017 - Present)
Licensed Life and Health Insurance Broker @ First Choice Insurance Solutions (January 2012 - December 2013)
Investment Advisor Representative @ (January 2012 - December 2017)
Investment Advisor Representative @ Investment Advisors International (January 2009 - January 2011)
Retirement and Investment Specialist @ (October 2000 - June 2009)
Russell Meyer Education
University of Wisconsin-Madison
BA (Philosophy, English, Technical Communications)
1989-1992
University of Wisconsin-Oshkosh 1987-1989
Russell Meyer Skills
Asset Allocation
IRAs
Investment Strategies
Wealth Accumulation
Strategic Planning
Customer Service
Management
Sales
Financial Planners
Executive Benefit Strategies
Critical Illness
Variable Annuities
Mutual Funds
Long-term Care
Wealth Management
FINRA
401k Rollovers
Term Life Insurance
Investment Advisory
Investments
Disability Insurance
Strategic Financial Planning
Insurance
Life Insurance
401k
Financial Advisory
Finance
Financial Planning
Retirement Planning
Series 7
Long Term Care Insurance
Securities
Retirement Plan Consulting
Roth IRA
Employee Benefits
Small Business
Fixed Annuities
Portfolio Management
Estate Planning
Health Insurance
Retirement
Tax-free Investments
Insurance Portfolio Analysis
Small Business Benefit Packages
Series 65
Series 6
Uniform Combined State Law
Financial Services
Financial Analysis
Series 63
Tax Free Investments
Long Term Care
Russell Meyer Summary
Russell Meyer, based in Madison, WI, US, is currently a Account Relationship Manager - Vascular and Interventional Radiology at Salelytics. Russell Meyer brings experience from previous roles at West Revenue Generation Services, LLC, First Choice Insurance Solutions, Transamerica Financial Advisors, Inc. and Investment Advisors International. Russell Meyer holds a 1989 - 1992 BA in Philosophy, English, Technical Communications @ University of Wisconsin-Madison. With a robust skill set that includes Asset Allocation, IRAs, Investment Strategies, Wealth Accumulation, Strategic Planning and more. Russell Meyer has 2 emails and 1 mobile phone numbers on RocketReach.
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