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Hernan Fonseca, Cbc Email & Phone Number
Vice President, Financial Advisor
at
Truist Wealth
1 work email found
@symetra.com
1 phone found area 570
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Financial Advisor
Location
Greater Tampa Bay Area, United States, United States
Who is Hernan Fonseca, Cbc? Overview
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Quick answer
Hernan Fonseca, Cbc is listed as Vice President, Financial Advisor at Truist Wealth, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at symetra.com, phone signal with area code 570, and a matched LinkedIn profile for Hernan Fonseca, Cbc.
Hernan Fonseca, Cbc previously worked as Regional Vice President at Symetra and Executive Rotational Leadership Program at Nationwide Financial. Hernan Fonseca, Cbc holds Ba, International Relations, International Relations And Affairs from Boston University.
Company email context
Email format at Truist Wealth
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*@symetra.com
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AeroLeads found 1 current-domain work email signal for Hernan Fonseca, Cbc. Compare company email patterns before reaching out.
Profile bio
About Hernan Fonseca, Cbc
I have been blessed to work with the top Financial Advisors and teams from all over the country for more than 32 years in many capacities as a Financial Advisor, Wholesaler, Divisional Manager and National Sales Manager. I started my career with Merrill Lynch and was a Financial Advisor for eight years, which was indispensable in developing an evolving wholesaling strategy that is focused in assisting our Financial Advisors grow their practice and delivering innovative solutions to their clients.Registered Representative of Symetra Securities, Inc. (SSI). Securities are offered by Symetra Securities, Inc. and issued in all states other than New York by Symetra Life Insurance Company (SLIC) and in New York by First Symetra National Life Insurance Company of New York (FSNLICNY). SSI, FSNLICNY and SLIC are affiliated companies.
Listed skills include Investments, Retirement Planning, Mutual Funds, Fixed Annuities, and 11 others.
Current workplace
Hernan Fonseca, Cbc's current company
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9 roles · 34 years
Hernan Fonseca, Cbc work experience
A career timeline built from the work history available for this profile.
Regional Vice President
CurrentResponsible for the Independent channel in the State of Florida. Extensive experience in assisting Financial Professional’s grow their practice. As a former Financial Advisor and Certified Business Coach my focus is assisting my Financial Professional’s improve and grow their practice. Always focusing on the best client outcomes, understanding, and.
Apr 2022 - Present
Executive Rotational Leadership Program
Leading strategic partnerships to bring the Retirement Plans In-Plan Annuity Solutions to market and best equip the distribution teams through sales process and enablement efforts. Lead program launch for MyMedicareMatters on the NRI Business & Program Strategy team.Delivered insights that helps Nationwide Financial sales team communicate and deliver an.
Mar 2020 - Apr 2022
Vice President - National Sales Manager Financial Institutions
Responsible for wholesaling strategy and distribution for annuities through banks, wires and regional firms. Teams included Field RVP, Hybrid and Virtual wholesalers.In 2013 Nationwide Financial was rank 8th or 9th in market share in the 5 largest firms in the U.S., by 2019 we moved to 1st or 2nd in all 5 firms.Our wholesaling team became the index leader.
May 2013 - Mar 2020
Divisional Vice President
Became Divisional Vice President in 2007 & managed eleven wholesalers in the west coast. Total production in 2006 for the west coast was $457 million. Increased productivity to $618 million in 2007 or 35%.During my first year managing the Western Team, we exceeded goal for the first time in both Life and Pensions.
Nov 2006 - May 2013
Regional Vice President
Grew the territory to $154 million in sales. Became the top wholesaler at Nationwide in 2006.Doubled sales during my first year and was awarded the Pace Setter award on three occasions.Acquired four new relationships for Nationwide: BBVA Securities, Banco Santander, R & G Investment and CitiSeguros.
2000 - Nov 2006
Assistant Vice President / Senior Financial Advisor
Ohio Savings Securities, Inc.
1997 - 2000
~3 yrs
Investment Consultant
1996 - 1997
~1 yr
Investment Consultant
1992 - 1996
~4 yrs
7 education records
Hernan Fonseca, Cbc education
Ba, International Relations, International Relations And Affairs
Boston University
Master Of Business Administration - Mba
Nova Southeastern University
Bisa Ceo Retreat
Wharton Executive Education
Disruptive Strategy
Harvard Business School Executive Education
Bisa Ceo Retreat
University Of Chicago Booth School Of Business Executive Education
Financial Consumer Services
Harvard Business School Executive Education
Negotiation And Competitive Decision Making
Harvard Business School Executive Education
FAQ
Frequently asked questions about Hernan Fonseca, Cbc
Quick answers generated from the profile data available on this page.
What company does Hernan Fonseca, Cbc work for?
Hernan Fonseca, Cbc works for Truist Wealth.
What is Hernan Fonseca, Cbc's role at Truist Wealth?
Hernan Fonseca, Cbc is listed as Vice President, Financial Advisor at Truist Wealth.
What is Hernan Fonseca, Cbc's email address?
AeroLeads has found 1 work email signal at @symetra.com for Hernan Fonseca, Cbc at Truist Wealth.
What is Hernan Fonseca, Cbc's phone number?
AeroLeads has found 1 phone signal(s) with area code 570 for Hernan Fonseca, Cbc at Truist Wealth.
Where is Hernan Fonseca, Cbc based?
Hernan Fonseca, Cbc is based in Greater Tampa Bay Area, United States, United States while working with Truist Wealth.
What companies has Hernan Fonseca, Cbc worked for?
Hernan Fonseca, Cbc has worked for Truist Wealth, Symetra, Nationwide Financial, Ohio Savings Securities, Inc., and Citi.
How can I contact Hernan Fonseca, Cbc?
You can use AeroLeads to view verified contact signals for Hernan Fonseca, Cbc at Truist Wealth, including work email, phone, and LinkedIn data when available.
What schools did Hernan Fonseca, Cbc attend?
Hernan Fonseca, Cbc holds Ba, International Relations, International Relations And Affairs from Boston University.
What skills is Hernan Fonseca, Cbc known for?
Hernan Fonseca, Cbc is listed with skills including Investments, Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Series 63, Insurance, and Series 7.
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