Kevin E. Whiting

Kevin E. Whiting Email and Phone Number

Principal and Financial Representative @ Washington, DC, US
Washington, DC, US
Kevin E. Whiting's Location
Washington, District of Columbia, United States, United States
Kevin E. Whiting's Contact Details
About Kevin E. Whiting

I strongly believe that it is my life's mission to be a proponent for families and business owners in building their financial freedom. Prominent Financial Solutions (P.F.S.) was founded in 2007 with that purpose in mind. The firm functions as a financial services boutique that highlights safe money strategies for those who are risk adverse. It focuses on the establishment of small business pension plans and individual retirement plans. I possess the skill, knowledge and experience required to help meet and exceed my client's established goals. My personal goal is to become a lifetime resource for each and every client.Specialties* IRA Consolidations / Rollovers* SEP* SIMPLE* 401K* 403B* Annuities

Kevin E. Whiting's Current Company Details
Prominent Financial Solutions, LLC

Prominent Financial Solutions, Llc

Principal and Financial Representative
Washington, DC, US
Kevin E. Whiting Work Experience Details
  • Prominent Financial Solutions, Llc
    Principal And Financial Representative
    Prominent Financial Solutions, Llc
    Washington, Dc, Us
  • Prominent Financial Solutions, Llc
    Principal / Financial Representative
    Prominent Financial Solutions, Llc May 2007 - Present
    Washington, Dc
    For small business owners, I provide consultation to design a pension strategy best suited for current conditions and future aspirations. Regarding individuals, I furnish advice on utilizing safe money strategies towards meeting financial goals.
  • L. Warner Companies, Inc.
    Benefits Consultant (Contract)
    L. Warner Companies, Inc. Nov 2014 - Nov 2015
    Timonium, Md
    Was contracted to provide Core and Supplemental Benefit on-site consultation to MedStar Health Associates in Washington, DC & Clinton, MD. Communicated all aspects of Legal Services, Universal/Term Life, Short/Long Term Disability and Accident Insurance through UNUM and Transamerica .
  • Health Care Services Corp. / Corporate Call Center, Inc.
    Benefits Consultant (Contract)
    Health Care Services Corp. / Corporate Call Center, Inc. Aug 2013 - Dec 2013
    Blue Bell, Pa
    Advised Medicare Eligible individuals via call center environment with regard to Advantage, Supplement & Prescription Drug Plans offered by Blue Cross Blue Shield. Provided recommendations based on specific concerns from residents of IL, TX, OK & NM.
  • Hodges-Mace Benefits Group, Inc.
    Benefits Specialist (Contract)
    Hodges-Mace Benefits Group, Inc. Oct 2011 - Nov 2011
    Atlanta, Ga
    Was contracted to provide Core and Supplemental Benefit on-site consultation to employees of the Palms Casino in Las Vegas, NV and Roundy's Supermarket Chicago, IL area stores. Confirmed their understanding of Medical, Dental, Vision, Short / Long Term Disability and Accident benefits.
  • Willis / Innotech Benefit Solutions
    Benefits Consultant (Contract)
    Willis / Innotech Benefit Solutions Sep 2009 - Nov 2010
    Chicago, Il
    Was contracted to provide Core and Supplemental Benefit on-site consultation to employees of Prince George's County, MD, Timberland Retail Stores, University of Pittsburgh Medical Center and McLeod Regional Medical Center of South Carolina. Confirmed their understanding of Medical, Dental, Vision, Short/Long Term Disability and Accident benefits.
  • Nation'S Enrollment Systems, Llc
    Benefits Consultant (Contract)
    Nation'S Enrollment Systems, Llc Jun 2007 - Dec 2007
    Glenside, Pa
    Was contracted to enroll employees from several Philadelphia area organizations into Supplemental Benefits through payroll deductions
  • Ing Financial Advisers, Llc
    Financial Representative
    Ing Financial Advisers, Llc Mar 2005 - Dec 2006
    Conshohocken, Pa
    I consulted PA Higher Ed and K-12 personnel on various issues regarding 401A/403B Alternative Retirement and State Pension Plans, such as fund allocation choices and rules/regulations. Clientele included Cheyney and West Chester Universities.
  • Harris & Whiting Financial Services
    Financial Advisor
    Harris & Whiting Financial Services Nov 2003 - Feb 2005
    Bala Cynwyd, Pa
    I provided financial solutions consisting of Annuities, Life Insurance and Reverse Mortgages for retirement and cash flow planning. I focused on the "Rule of 100" and educated Senior Citizens on new Social Security Legislation and the use of tax deferral strategies.
  • Ing Financial Services
    Sales Associate
    Ing Financial Services Jul 2002 - Nov 2003
    West Chester, Pa
    I rendered information to ING Brokers nationwide on the intricacies of Variable/Fixed Annuity products and enhancements; made recommendations based on client need. In addition, I prepared hypothetical illustrations for External Wholesalers and ING Brokers.

Kevin E. Whiting Skills

Client Relationship Building Asset Management Risk Assessment Customer Satisfaction Insurance Employee Benefits Strategy Retirement Planning Fixed Annuities Budgets Strategic Planning Retirement Life Insurance Crm Training Sales Customer Service 401k Asset Managment Management Disability Insurance Selling Financial Services Human Resources Project Planning Risk Management Small Business Team Building Team Leadership Account Management Finance Iras Leadership Long Term Care New Business Development Business Development 401 Retirement Savings Plans

Kevin E. Whiting Education Details

Frequently Asked Questions about Kevin E. Whiting

What company does Kevin E. Whiting work for?

Kevin E. Whiting works for Prominent Financial Solutions, Llc

What is Kevin E. Whiting's role at the current company?

Kevin E. Whiting's current role is Principal and Financial Representative.

What is Kevin E. Whiting's email address?

Kevin E. Whiting's email address is ke****@****ail.com

What is Kevin E. Whiting's direct phone number?

Kevin E. Whiting's direct phone number is +121550*****

What schools did Kevin E. Whiting attend?

Kevin E. Whiting attended Morehouse College, Temple University, Kaplan University.

What skills is Kevin E. Whiting known for?

Kevin E. Whiting has skills like Client Relationship Building, Asset Management, Risk Assessment, Customer Satisfaction, Insurance, Employee Benefits, Strategy, Retirement Planning, Fixed Annuities, Budgets, Strategic Planning, Retirement.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.