Donald Perschall, Flmi Email and Phone Number
Donald Perschall, Flmi work email
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Donald Perschall, Flmi personal email
Donald Perschall, Flmi phone numbers
Experienced leader skilled in Sales, Customer Relationship Management, Public Speaking, Account Management, Leadership, Market Intelligence, Sales Technology, Sales Training, Change Management, Distribution Strategy, and Insurance Products.
Balanced Strategies, Llc
View- Website:
- balstrat.com
- Employees:
- 5
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Design And Market Intelligence ConsultantBalanced Strategies, LlcDes Moines, Ia, Us
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Design & Market Intelligence ConsultantBalanced Strategies, Llc Mar 2021 - PresentBalanced Strategies approach is planning-driven and collaborative. Advisors to HNW and UHNW clients benefit from our involvement at the onset and discovery phase as they bring planning insights from business succession and estate planning strategies successfully implemented by $50M to $1B+ families and corporations. Premium finance, insurance for wealthy foreign nationals, and jumbo case construction are areas of specialization.Through comprehensive analysis, evaluation, and design, Balanced Strategies builds product and lending solutions custom to each client, carefully evaluating each element and focusing on every way possible to de-risk the client’s situation. There is no “one-size-fits-all” life insurance carrier or lender. Clients have unique needs and deserve a custom solution. Balanced Strategies implements sustainable solutions and are committed to managing transactions in partnership with advisors for the long haul. Balanced Strategies is your trusted partner for large and complex planning opportunities.
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Vp, Training & Competitive Services GroupGlobal Atlantic Financial Group Jan 2020 - Feb 2021Des Moines, Iowa -
Avp, Competitive Services Group And TrainingGlobal Atlantic Financial Group Oct 2018 - Jan 2020Des Moines, Iowa Area
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Avp Internal SalesGlobal Atlantic Financial Group Jul 2016 - Oct 2018Des Moines, Iowa
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Manager - Internal WholesalingGlobal Atlantic Financial Group Oct 2014 - Jul 2016
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Manager - Sales SupportGlobal Atlantic Financial Group Limited Oct 2013 - Oct 2014Des Moines, Iowa
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Internal WholesalerAviva Usa Sep 2012 - Oct 2013West Des Moines, IowaPromoting Aviva's products with agents and marketing organizations through life insurance case design and implementation as well as identifying potential sales opportunities.
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Vice President, Group BenefitsTwo Rivers Insurance Services Feb 2009 - Sep 2012West Des Moines, IowaTwo River Insurance Services is a full service insurance brokerage that provides employee benefit group sales, service, consulting, third party administration, as well as property casualty coverage. -
2011 PresidentPolk City Chamber Of Commerce Jan 2011 - Dec 2011Helping to promote local businesses and the community of Polk City.
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Financial AdvisorEdward Jones Jan 2006 - Jan 2009Edward Jones provides financial services for individual investors in the United States and, through its affiliates, in Canada and the United Kingdom. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 10,000-plus financial advisors work directly with more than 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment strategies that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today. -
Channel ManagerWellmark Blue Cross Blue Shield Feb 1999 - Dec 2005Managed the external distribution of products and services through Wellmarks contracted agencies. Developed and implemented training for agencies and their agents. -
Store ManagerShoe Carnival, Inc Nov 1997 - Feb 1999
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Security SpecialistUnited States Air Force Jun 1993 - Nov 1997
Donald Perschall, Flmi Skills
Donald Perschall, Flmi Education Details
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Finance -
Music -
Union High School -
West Liberty High School
Frequently Asked Questions about Donald Perschall, Flmi
What company does Donald Perschall, Flmi work for?
Donald Perschall, Flmi works for Balanced Strategies, Llc
What is Donald Perschall, Flmi's role at the current company?
Donald Perschall, Flmi's current role is Design and Market Intelligence Consultant.
What is Donald Perschall, Flmi's email address?
Donald Perschall, Flmi's email address is do****@****tic.com
What is Donald Perschall, Flmi's direct phone number?
Donald Perschall, Flmi's direct phone number is +151542*****
What schools did Donald Perschall, Flmi attend?
Donald Perschall, Flmi attended Upper Iowa University, Simpson College, Union High School, West Liberty High School.
What are some of Donald Perschall, Flmi's interests?
Donald Perschall, Flmi has interest in Golf, Professional Networking, Investing.
What skills is Donald Perschall, Flmi known for?
Donald Perschall, Flmi has skills like Insurance, Employee Benefits, Health Insurance, Customer Service, Life Insurance, Strategic Planning, Sales, Training, Underwriting, Marketing, Leadership, Retirement.
Who are Donald Perschall, Flmi's colleagues?
Donald Perschall, Flmi's colleagues are Ashton Rief, Avielle Johnson.
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