Stephen Truso Email & Phone Number
Senior Vice President, Business Development and National Account Manager @ Benefit Bank Distributors, Inc
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Stephen Truso Location
- Saint Paul, MN, US
Stephen Truso Work
- 2025 -now Senior Vice President, Business Development and National Account Manager @
- 2003 -2025 Senior Vice President @
- 2003 -2010 Vice President @
- now Life Insurance Product Manager @
- now Director @
- now Assistant Vice President @
Stephen Truso Education
- University of Saint Thomas
BA (Business Administration, Focus on Economics and Public Relations)
1977-1981 - The American College
(Financial Planning and Services, Life Insurance Planning and Case Design, Retirement Income Planning)
Stephen Truso Skills
- Series 7
- Series 63
- Customer Service
- Mutual Funds
- Series 6
- Fixed Annuities
- Due Diligence
- Product Management
- Life Insurance
- Alternative Investments
- Wealth Management Services
- 401k
- Financial Services
- Securities
- Portfolio Management
- Loans
- Investments
- Series 24
- Retirement Planning
- Investment Advisory
- Asset Allocation
- Investment Management
- Wealth Management
- Asset Management
- Banking
- Financial Advisory
- Insurance
- Variable Annuities
- Investment Strategies
- FINRA
- Retirement
- ETFs
- Series 65
- Uniform Combined State Law
- Bonds
- Relationship Management
- Fixed Income
- Guaranteed Lifetime Income
- Hedge Funds
- Options
- Equities
- Wealth
- IRAs
- Financial Planners
- Strategic Financial Planning
- Estate Planning
- Financial Planning
- Strategy
- Product Development
- Sales
- Securities Regulation
- Event Planning
- Leadership
- Public Speaking
- Uniform Combined State
Stephen Truso Summary
- Stephen Truso, based in Saint Paul, MN, US, is currently a Senior Vice President, Business Development and National Account Manager at Benefit Bank Distributors, Inc. Stephen Truso brings experience from previous roles at U.S. Bancorp Investments, Inc., Securian Financial and SPIRE Credit Union. Stephen Truso holds a 1977 - 1981 BA in Business Administration, Focus on Economics and Public Relations @ University of Saint Thomas. With a robust skill set that includes Series 7, Series 63, Customer Service, Mutual Funds, Series 6 and more. Stephen Truso has 4 emails on RocketReach.
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