Tricia Lynn Berens's Location

Irvine, CA, US

Tricia Lynn Berens's Work

Tricia Lynn Berens's Education

  • UCLA Extension

    2017 - 2018
  • Augsburg University

    Master of Business Administration

    2007 - 2009
  • South Dakota State University

    Bachelor of Arts

    2004
  • South Dakota State University

    Bachelor of Science (Business Economics)

    2000 - 2004
  • South Dakota State University

    (Economics)

Tricia Lynn Berens's Skills

  • Investments
  • Asset Allocation
  • Series 7
  • Strategic Financial Planning
  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Insurance
  • Life Insurance
  • Long Term Care

Tricia Lynn Berens's Summary

Tricia Lynn Berens, based in Irvine, CA, US, is currently a Regional Vice President - External Wholesaler at CUNA Mutual Group, bringing experience from previous roles at Securian Financial Group, Cuna Mutual Group, Allianz Life and Assetmark. Tricia Lynn Berens holds a 2017 - 2018 UCLA Extension. With a robust skill set that includes Investments, Asset Allocation, Series 7, Strategic Financial Planning, Financial Planning and more, Tricia Lynn Berens contributes valuable insights to the industry. Tricia Lynn Berens has 2 emails and 1 mobile phone number on RocketReach.

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