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Todd Wendel Location
Gilbert, AZ, US
Todd Wendel Work
2024 -now Owner @
2017 -2022 Regional VP @
2013 -2017 Regional VP @ Transamerica
2011 -2013 Regional VP @ Crossroads Capital Advisors
1999 -2011 Regional VP @
Todd Wendel Education
University of Utah S.J. Quinney College of Law
JD (Law)
1992
University of Utah - David Eccles School of Business
MBA (Business)
1989
Brigham Young University
BS (Finance)
1986
Todd Wendel Skills
Annuity
Series 7
Annuities
Series 65
Alternative Investments
Wholesaling
Real Estate Investment
Fixed Annuities
Wholesale
Variable Annuities
Investment Properties
Retirement
Series 6
Series 63
Mutual Funds
Separately Managed Accounts
Retirement Planning
FINRA
401k
Series 24
Uniform Combined State Law
Securities
529 Plans
ETFs
Asset Allocation
Wealth Management
Leadership
Business Development
Strategy
Sales Management
New Business Development
Business Strategy
Todd Wendel Summary
Todd Wendel, based in Gilbert, AZ, US, is currently a Owner at 4EVER YOUNG ANTI-AGING SOLUTIONS. Todd Wendel brings experience from previous roles at Symetra, Transamerica, Crossroads Capital Advisors and John Hancock Life Insurance Company (U.S.A.). Todd Wendel holds a JD in Law @ University of Utah S.J. Quinney College of Law. With a robust skill set that includes Annuity, Series 7, Annuities, Series 65, Alternative Investments and more. Todd Wendel has 2 emails and 2 mobile phone numbers on RocketReach.
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