Thane Walton Email & Phone Number
Vice President - Practice Management and Retirement Services @ United Planners Financial Services
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Thane Walton Location
- Scottsdale, AZ, US
Thane Walton Work
- 2014 -now Vice President - Practice Management and Retirement Services @
- 2012 -2014 Retirement Plans Regional Sales Manager @
- 2009 -2012 Key Accounts, TPA @
- 2008 -2009 401k Sales Director @
- 2006 -2008 401k Wholesaler (Emerging Markets from Start up to $2mil) @
- 2004 -2006 401(k) Wholesaler @
- 2001 -2004 Financial Advisor @ Contemporary Pensions Inc.
- 1997 -2001 Internal Sales Assistant and Office Manager @ PacLife
- 1992 -1997 Financial Advisor @
Thane Walton Education
- Brigham Young University 1988-1992
- Alta High School, Sandy, UT 1982-1986
Thane Walton Skills
- Estate Planning
- Financial Advisory
- Series 63
- Financial Planners
- Pensions
- Insurance
- Retirement Planning
- TPA
- Sales
- Financial Planning
- Retirement Benefits
- IRAs
- Dcio
- Investments
- Variable Annuities
- Finance
- 401K Retirement Savings Plans
- 401k
- Retirement Plan Consulting
- Series 66
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- Qualified Retirement Plans
- Asset Management
- Defined Benefit
- Dcid
- Disability Insurance
- Profit Sharing
- ETFs
- AIF
- Retirement
- Series 7
- Employee Benefits
- 401 Retirement Savings Plans
Thane Walton Summary
- Thane Walton, based in Scottsdale, AZ, US, is currently a Vice President - Practice Management and Retirement Services at United Planners Financial Services. Thane Walton brings experience from previous roles at Mutual of Omaha, MassMutual Financial Group, Lincoln Financial Distributors and Principal Financial Group. Thane Walton holds a 1988 - 1992 Brigham Young University. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Financial Planners, Pensions and more. Thane Walton has 1 emails and 3 mobile phone numbers on RocketReach.
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