Greg Trout, Crpc®

Greg Trout, Crpc® Email and Phone Number

Manager, Advice Center Sales @ Transamerica
Greenville, SC, US
Greg Trout, Crpc®'s Location
Greenville, South Carolina, United States, United States
Greg Trout, Crpc®'s Contact Details

Greg Trout, Crpc® work email

Greg Trout, Crpc® personal email

n/a
About Greg Trout, Crpc®

I am a Relationship Manager within the Transamerica Advice Center, in which role I am responsible for the development and ongoing support of strong business relationships with individuals seeking assistance with planning their retirement. My position allows me to fulfill and live out my passion for helping others, as I am able to assist them in achieving a lifetime of financial security and independence.I have an exceptional understanding of retirement accounts. Additionally, I am well-versed in multiple aspects of retirement planning, including, but not limited to, Social Security optimization; income and legacy planning; tax strategies; and life, health, and long-term care insurance.I am designated CRPC by the College for Financial Planning. Additionally, I am Series 6, Series 63, Series 65, and Life/Health/Variable Contracts Insurance licensed.

Greg Trout, Crpc®'s Current Company Details
Transamerica

Transamerica

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Manager, Advice Center Sales
Greenville, SC, US
Website:
transamerica.com
Employees:
15388
Greg Trout, Crpc® Work Experience Details
  • Transamerica
    Manager, Advice Center Sales
    Transamerica
    Greenville, Sc, Us
    View
  • Transamerica
    Client Relationship Manager - Transamerica Advice Center
    Transamerica May 2018 - Present
    Tampa/St. Petersburg, Florida Area
    View
  • Transamerica
    Retirement Plan Specialist - Transamerica Advice Center
    Transamerica Feb 2017 - May 2018
    Tampa/St. Petersburg, Florida Area
    View
  • Transamerica
    Investment Counselor - Transamerica Customer Contact Center
    Transamerica Jul 2015 - Feb 2017
    Tampa/St. Petersburg, Florida Area
    View

Greg Trout, Crpc® Skills

Retirement Planning Financial Services Sales Securities Mutual Funds Financial Planning Team Building Customer Service Time Management

Frequently Asked Questions about Greg Trout, Crpc®

What company does Greg Trout, Crpc® work for?

Greg Trout, Crpc® works for Transamerica

What is Greg Trout, Crpc®'s role at the current company?

Greg Trout, Crpc®'s current role is Manager, Advice Center Sales.

What is Greg Trout, Crpc®'s email address?

Greg Trout, Crpc®'s email address is gr****@****ica.com

What skills is Greg Trout, Crpc® known for?

Greg Trout, Crpc® has skills like Retirement Planning, Financial Services, Sales, Securities, Mutual Funds, Financial Planning, Team Building, Customer Service, Time Management.

Who are Greg Trout, Crpc®'s colleagues?

Greg Trout, Crpc®'s colleagues are Robyn Heisdorffer, Isaac Owusu Asare, Erika Harp, Courtney Bluhm, Kathy Brown, Kim Grimstad, Brett Logan.

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