Relationship Manager
Current
Feb 2020 - Present
AeroLeads people directory · profile
Greg Kepner Email & Phone Number
Relationship Manager at TruStage
at
TruStage
1 work email found
@cunamutual.com
5 phones found area 610, 267, and 484
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Relationship Manager at TruStage
Location
Collegeville, Pennsylvania, United States
Who is Greg Kepner? Overview
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Quick answer
Greg Kepner is listed as Relationship Manager at TruStage at TruStage, based in Collegeville, Pennsylvania, United States. AeroLeads shows a work email signal at cunamutual.com, phone signal with area code 610, 267, 484, and a matched LinkedIn profile for Greg Kepner.
Greg Kepner previously worked as Relationship Manager at Trustage and Retirement Plan Consultant at Tycor Financial Group. Greg Kepner holds Bachelor Of Science - Bs, Finance from Penn State Smeal College Of Business.
Company email context
Email format at TruStage
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{first}.{last}@cunamutual.com
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AeroLeads found 1 current-domain work email signal for Greg Kepner. Compare company email patterns before reaching out.
Profile bio
About Greg Kepner
TruStage™ is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates. CPI Qualified Plan Consultants, Inc. and CMFG Life Insurance Company are subsidiaries of TruStage Financial Group. Annuity insurance products are issued by CMFG Life Insurance Company, located in Waverly, Iowa. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers. Securities distributed by CUNA Brokerage Services, Inc. (CBSI), Member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. CBSI is a limited business broker/dealer (Member FINRA/SIPC), a fully owned subsidiary of TruStage Financial Group, Inc. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the financial institution. Representatives offer retirement and investment education but do not provide investment, legal or tax advice. Participants are encouraged to consult their financial professional.Some items and links provided on this page may be from third parties not affiliated with this representative or CUNA Brokerages Services, Inc. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its representatives.TRS-7017642.1-0924-1026
Listed skills include Series 6, Series 63, 401K, Defined Contribution, and 27 others.
Current workplace
Greg Kepner's current company
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7 roles
Greg Kepner work experience
A career timeline built from the work history available for this profile.
Retirement Plan Consultant
I'm a Retirement Plan Consultant to businesses to help the owners, executives, and their employees get the most out of their company sponsored retirement plan. My goal is to make retirement plans easy and ensure your company's plan is aligned with your business objectives. I provide the retirement plan expertise that many businesses don't have the time and.
Jan 2018 - Feb 2020
Manager, Internal Sales - Retirement Plan Sales
I led a team of Internal Wholesalers and Quality Control (QC) Representatives to help financial advisors grow their business using employer sponsored retirement plans. During my time I was responsible for hiring 20 Internal Wholesalers and QC Representatives with a focus on attitude and work ethic. I coached our team to be efficient, effective, and.
Mar 2014 - Jan 2018
Internal 401(K) Sales Consultant
I worked with financial advisors to grow their business using employer sponsored retirement plans (401(k), 401(a), Profit Sharing, 403(b), 457(b) Governmental, etc.). I educated them and their business owner clients on ways to improve their retirement plans through creative plan design, investment menu design, fiduciary oversight, plan administration.
Oct 2007 - Mar 2014
Training Coordinator
During my time as a Brokerage Associate at Vanguard, I took on additional responsibilities as the Training Coordinator for our division. I discovered how much I enjoyed supervising our new hire classes and helping new employees transition into their new roles.
May 2007 - Sep 2007
Brokerage Associate
I loved the excitement of working in the fast-paced world of stocks, bonds, ETFs, and mutual funds. I executed equity and mutual fund trades for our high net worth clients with precision (no trade errors). Reuters and Bloomberg were resources I used to provide live quotes and to research securities, market trends, and corporate reorganizations. I was.
May 2006 - Sep 2007
Client Relationship Associate
I managed new and existing relationships with those who own Vanguard mutual funds. I enjoyed educating people on Vanguard's philosophy of low-cost and long-term investing to help them reach their goals.
Jun 2005 - Apr 2006
2 education records
Greg Kepner education
Bachelor Of Science - Bs, Finance
Bachelor Of Science - Bs, Finance
FAQ
Frequently asked questions about Greg Kepner
Quick answers generated from the profile data available on this page.
What company does Greg Kepner work for?
Greg Kepner works for TruStage.
What is Greg Kepner's role at TruStage?
Greg Kepner is listed as Relationship Manager at TruStage at TruStage.
What is Greg Kepner's email address?
AeroLeads has found 1 work email signal at @cunamutual.com for Greg Kepner at TruStage.
What is Greg Kepner's phone number?
AeroLeads has found 5 phone signal(s) with area code 610, 267, 484 for Greg Kepner at TruStage.
Where is Greg Kepner based?
Greg Kepner is based in Collegeville, Pennsylvania, United States while working with TruStage.
What companies has Greg Kepner worked for?
Greg Kepner has worked for Trustage, Tycor Financial Group, Lincoln Financial Distributors, and Vanguard.
How can I contact Greg Kepner?
You can use AeroLeads to view verified contact signals for Greg Kepner at TruStage, including work email, phone, and LinkedIn data when available.
What schools did Greg Kepner attend?
Greg Kepner holds Bachelor Of Science - Bs, Finance from Penn State Smeal College Of Business.
What skills is Greg Kepner known for?
Greg Kepner is listed with skills including Series 6, Series 63, 401K, Defined Contribution, Series 7, Aif, Mutual Funds, and Defined Benefit.
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