Shareen Balkey Email & Phone Number
Director of Retirement Services @ Index Fund Advisors, Inc.
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Shareen Balkey Location
- Costa Mesa, CA, US
Shareen Balkey Work
- 2017 -now Director of Retirement Services @
- 2013 -2017 Senior Client Executive @
- 2007 -2012 Regional Account Manager @
- 2004 -2007 Pension Consultant @
- 1998 -2004 Regional Director, 401(k) Sales @
- 1994 -1998 Senior Associate and Western Region Marketing Director @ Mississippi Valley Advisors
- 1986 -1994 Associate @ Mercer Asset Planning, Inc.
- 1982 -1986 Pension Consultant @ Prudential Asset Management Company
Shareen Balkey Education
- San Diego State University-California State University
Bachelor of Science (BS) (Business Administration and Marketing)
1980-1982 - UC San Diego 1978-1980
Shareen Balkey Skills
- Defined Contribution
- 401(k) Retirement Savings Plans
- Investment Advisory
- Account Management
- Financial Advisory
- 401k
- Investments
- Mutual Funds
- Underwriting
- Retirement
- Pensions
- Wealth Management
- Sales
- Finance
- Retirement Planning
- Due Diligence
- Business Planning
- Employee Benefits
- Asset Allocation
- Securities
- CRM
- Financial Services
- Asset Management
- Investment Strategies
- Insurance
- Training
- Cross-functional Team Leadership
- Series 65
- ERISA
- Defined Benefit
- Profit Sharing
- Retirement Plan Consulting
- Qualified Retirement Plans
- Separately Managed Accounts
- IRAs
- FINRA
- Completed course 1 of the APR designation
- Relationship Management
- Hold California and Hawaii Life and Variable Contracts licenses
- Series 7
- Series 63
- Series 6
- ETFs
- Microsoft Word
- Cross Functional Team Leadership
- Public Speaking
- Strategy
- Microsoft Office
- 401k Retirement Savings Plans
- Research
- 401 Retirement Savings Plans
Shareen Balkey Summary
- Shareen Balkey, based in Costa Mesa, CA, US, is currently a Director of Retirement Services at Index Fund Advisors, Inc.. Shareen Balkey brings experience from previous roles at Transamerica Retirement Solutions, John Hancock Financial Services, The Standard and ING Nederland. Shareen Balkey holds a 1980 - 1982 Bachelor of Science (BS) in Business Administration and Marketing @ San Diego State University-California State University. With a robust skill set that includes Defined Contribution, 401(k) Retirement Savings Plans, Investment Advisory, Account Management, Financial Advisory and more. Shareen Balkey has 2 emails and 2 mobile phone numbers on RocketReach.
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