Tax Advantaged Benefits Specialist
CurrentFunded HRAs (Health Reimbursement Arrangements) and VEBA solutions.
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@onebridgebenefits.com
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1 phone found area 937
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LinkedIn matched
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Larry Stein is listed as Tax Advantaged Benefits Specialist at OneBridge Benefits at OneBridge Benefits, a with 22 employees, based in Marietta, Georgia, United States. AeroLeads shows a work email signal at onebridgebenefits.com, phone signal with area code 937, and a matched LinkedIn profile for Larry Stein.
Larry Stein previously worked as Tax Advantaged Benefits Specialist at Onebridge Benefits and Regional Vice President - External Wholesaler at Equitable. Larry Stein holds Bs, Marketing from University Of Illinois Chicago.
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AeroLeads found 1 current-domain work email signal for Larry Stein. Compare company email patterns before reaching out.
I revel in providing financial guidance, particularly retirement planning and preparedness, to our hard working public sector employees. They have been woefully ignored by the financial services industry. To that end, I have focused my expertise on servicing those employees - our teachers, health care workers, police and fire.My passion, and experience, is to work with quality Retirement Plan product/service providers to market 403(b)/457 plans and supplemental plans such as HRA and Special Pay. The Non-Profit and Government sector marketplace is unique with regard to classic employee benefits, as is the marketing know-how to navigate that terrain. Proven skills include: *Government and non-profit group acquisition:
Listed skills include Retirement, Employee Benefits, Benefits, Business Planning, and 15 others.
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Funded HRAs (Health Reimbursement Arrangements) and VEBA solutions.
Southeastern U.S.
-Delivered over $30million new business as external Wholesaler for the independent (3rd party) broker channel in 13 states for 403(b) and 457 marketplaces;-Delivered 24 new groups, -Recruited, trained and managed Financial Advisors to those groups as well as to existing groups;
Atlanta, Georgia, United States
-Engaging my marketing network and field experience, I secured multi-year consulting contracts with two established national product/service providers;-Delivered 6 major groups and oversaw 30 existing groups resulting in over $100million in sales.
-As National Managing Director for K-12, I helped deliver over $1billion in annual sales;-I served as relationship manager for our national affinity group/association sponsorships, including AASA (School Superintendents), NAESP (Elementary School Principals), NASSP (Secondary School Principals) and NMSA (Middle School Principals.
-As external Wholesaler for the independent broker channel for the Eastern U.S., I managed over 500 independent Financial Advisors and delivered over $100million in sales.
Other employees you can reach at onebridgebenefits.com. View company contacts for 22 employees →
Anya Fike
Colleague at Onebridge BenefitsBuffalo-Niagara Falls Area, United States
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MS
Marc Scirri
Colleague at Onebridge BenefitsBuffalo, New York, United States
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AJ
Alyssa Juda
Colleague at Onebridge BenefitsBuffalo, New York, United States
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CC
Courtney Carson
Colleague at Onebridge BenefitsBuffalo, New York, United States
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JB
Jordan Bridge
Colleague at Onebridge BenefitsBuffalo, New York, United States
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TF
Tyler Flynt
Colleague at Onebridge BenefitsBuffalo-Niagara Falls Area, United States
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MS
Matthew Schmidt
Colleague at Onebridge BenefitsBuffalo, New York, United States
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EM
Eloy Mondragon
Colleague at Onebridge BenefitsAlbuquerque, New Mexico, United States
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RJ
Robert Juda
Colleague at Onebridge BenefitsBuffalo, New York, United States
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BJ
Bob Juda
Colleague at Onebridge BenefitsBuffalo, New York, United States
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Quick answers generated from the profile data available on this page.
Larry Stein works for OneBridge Benefits.
Larry Stein is listed as Tax Advantaged Benefits Specialist at OneBridge Benefits at OneBridge Benefits.
AeroLeads has found 1 work email signal at @onebridgebenefits.com for Larry Stein at OneBridge Benefits.
AeroLeads has found 1 phone signal(s) with area code 937 for Larry Stein at OneBridge Benefits.
Larry Stein is based in Marietta, Georgia, United States while working with OneBridge Benefits.
Larry Stein has worked for Onebridge Benefits, Equitable, Retirement Plan Services Of America, Inc., Valic, and Northern Life (Now Voya).
Larry Stein's colleagues at OneBridge Benefits include Anya Fike, Marc Scirri, Alyssa Juda, Courtney Carson, and Jordan Bridge.
You can use AeroLeads to view verified contact signals for Larry Stein at OneBridge Benefits, including work email, phone, and LinkedIn data when available.
Larry Stein holds Bs, Marketing from University Of Illinois Chicago.
Larry Stein is listed with skills including Retirement, Employee Benefits, Benefits, Business Planning, Mergers, Portfolio Management, Finance, and Financial Services.
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