Steve McGregor Email & Phone Number
Senior Education Specialist @ ICMA-RC
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Steve McGregor Location
- Richmond, VA, US
Steve McGregor Work
- Senior Education Specialist @ (March 2020 - Present)
- Education Specialist, VRS @ (January 2014 - March 2020)
- Group Account Representive @ (May 2011 - November 2013)
- Internal Wholesaler - Annuities @ (March 2010 - June 2011)
- Financial Consultant @ (May 2009 - March 2010)
- Manager, Internal Sales Wire Channel @ (March 2007 - January 2009)
- Internal Wholesaler - Bank Channel @
- Regional Sales Assistant @ (February 1998 - September 2000)
- New Business Specialist @ Central Fidelity (March 1997 - February 1998)
Steve McGregor Education
- Elon University
Bachelor of Arts (History)
1987-1992
Steve McGregor Skills
- Fixed Annuities
- Financial Services
- Series 6
- Insurance
- Series 63
- Retirement
- Investments
- Variable Annuities
- 401k
- Retirement Planning
- Mutual Funds
- Life Insurance
- Wealth Management
- IRAs
- Marketing Strategy
- Asset Allocation
- Securities
- Employee Benefits
- Financial Advisory
- Term Life Insurance
- New Business Development
- Long Term Care
- FINRA
- 403 b
- Disability Insurance
- Uniform Combined State Law
- Simple IRA
- SEP IRA
- Life and Health Insurance Licenses
- Building Relationships
- Variable Life
- Retirement Plan Consulting
- Qualified Retirement Plans
- Retirement Savings
- Long Term Care Insurance
- Sales Operations
- Relationship Building
- Business Development
- Seminar Presentations
- Retirement Benefits
- Retirement Income Strategies
Steve McGregor Summary
- Steve McGregor, based in Richmond, VA, US, is currently a Senior Education Specialist at Icma-Rc. Steve McGregor brings experience from previous roles at Icma-Rc, Mutual of America, Genworth and Navigon Financial Group. Steve McGregor holds a 1987 - 1992 Bachelor of Arts in History @ Elon University. With a robust skill set that includes Fixed Annuities, Financial Services, Series 6, Insurance, Series 63 and more. Steve McGregor has 2 emails and 1 mobile phone numbers on RocketReach.
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