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@moneyconcepts.com
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3 phones found area 219
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LinkedIn matched
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Jay Triemstra, Rfc is listed as Financial Advisor at Money Concepts Capital at Money Concepts, a with 564 employees, based in St John, Indiana, United States. AeroLeads shows a work email signal at moneyconcepts.com, phone signal with area code 219, and a matched LinkedIn profile for Jay Triemstra, Rfc.
Jay Triemstra, Rfc previously worked as Financial Advisor at Money Concepts and Financial Advisor at Invest Financial. Jay Triemstra, Rfc holds Bank Operations from Thornton Community College.
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AeroLeads found 1 current-domain work email signal for Jay Triemstra, Rfc. Compare company email patterns before reaching out.
My priority is to provide clients the same institutional-quality investment oversight that billion-dollar pension plans receive, and empower them with the knowledge and education necessary to make sound financial decisions.My financial background includes implementing customized asset allocation programs for medium to high net-worth clients, to designing, managing and implementing 401(k) plans for corporations and ensuring succession arrangements.
Listed skills include Wealth Management, Series 7, Retirement Planning, and Retirement.
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A career timeline built from the work history available for this profile.
Dyer, Indiana
Responsible for developing client base and managing assets for all areas of financial and retirement planning needs. Meet with clients to evaluate individual goals and needs and recommend strategies.
Laporte, Indiana
Responsible for developing client base and managing assets for financial and retirement planning needs. Met with clients to evaluate individual goals and needs and recommend strategies. Developed training modules to use with entire bank staff for educating them on different investment products. Work with centers of influence for client development and prospecting. Guided banks 10 year old program and increased sales by more than 500% in 3 years.
Bismarck, North Dakota
Worked 4 state territory soliciting bank investment programs for community banks to deliver financial and wealth planning solutions for their customers to develop fee income. Involved in contract negotiations, rep. recruitment, training, and management.
Chicago, Il
Worked Midwest territory soliciting bank investment programs to deliver financial and wealth planning solutions to their customers to develop fee income. Involved in contract negotiations, representative recruitment, training, and management.
Dallas Tx
Worked 7 state territory of 3300 investment reps for the sales of private label Variable Annuities for large financial institutions. Responsible for training, seminar presentations, staff training and new business development.
Mount Carmel, Il
Worked 2 state, territory soliciting community banks for the development of investment programs consisting of only fixed annuities and insurance products. Helped in rep recruitment, training, and overall management of sales staff.
Other employees you can reach at moneyconcepts.com. View company contacts for 564 employees →
Curtis Forsyth
Colleague at Money ConceptsSouth Glens Falls, New York, United States
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Travis Wells, Rfc
Colleague at Money ConceptsAtlanta Metropolitan Area, United States
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Ben Trujillo
Colleague at Money ConceptsSanta Fe, New Mexico, United States
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Wilson Gentle
Colleague at Money ConceptsNigeria
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Carl Peterson
Colleague at Money ConceptsBronx, New York, United States
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Tony Valle
Colleague at Money ConceptsOttawa, Ontario, Canada
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Olivia Place
Colleague at Money ConceptsAnna, Ohio, United States
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Judy Tilford
Colleague at Money ConceptsDanbury, Connecticut, United States
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Karen Kane
Colleague at Money ConceptsCarmel, Indiana, United States
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Tip Deztoo
Colleague at Money ConceptsWichita, Kansas Metropolitan Area, United States
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Quick answers generated from the profile data available on this page.
Jay Triemstra, Rfc works for Money Concepts.
Jay Triemstra, Rfc is listed as Financial Advisor at Money Concepts Capital at Money Concepts.
AeroLeads has found 1 work email signal at @moneyconcepts.com for Jay Triemstra, Rfc at Money Concepts.
AeroLeads has found 3 phone signal(s) with area code 219 for Jay Triemstra, Rfc at Money Concepts.
Jay Triemstra, Rfc is based in St John, Indiana, United States while working with Money Concepts.
Jay Triemstra, Rfc has worked for Money Concepts, Invest Financial, Ica, Focused Investments, Llc, and Western National Life.
Jay Triemstra, Rfc's colleagues at Money Concepts include Curtis Forsyth, Travis Wells, Rfc, Ben Trujillo, Wilson Gentle, and Carl Peterson.
You can use AeroLeads to view verified contact signals for Jay Triemstra, Rfc at Money Concepts, including work email, phone, and LinkedIn data when available.
Jay Triemstra, Rfc holds Bank Operations from Thornton Community College.
Jay Triemstra, Rfc is listed with skills including Wealth Management, Series 7, Retirement Planning, and Retirement.
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