Lead Client Executive
CurrentLead 401k relationship manager covering Florida and Georgia territories.
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@transamerica.com
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Steve Duganieri, Crc® is listed as Lead Client Executive at Transamerica, a with 14007 employees, based in Greater Tampa Bay Area, United States. AeroLeads shows a work email signal at transamerica.com and a matched LinkedIn profile for Steve Duganieri, Crc®.
Steve Duganieri, Crc® previously worked as Retirement Specialist at Nationwide Financial and Retirement Educational Specialist at Massmutual. Steve Duganieri, Crc® holds Bba, Management, Zarb School Of Business from Hofstra University.
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AeroLeads found 1 current-domain work email signal for Steve Duganieri, Crc®. Compare company email patterns before reaching out.
Steve Duganieri, Crc® is a Lead Client Executive at Transamerica. He possess expertise in 401k, defined benefit, employee benefits, series 6, series 63 and 12 more skills. Colleagues describe him as "I had the pleasure of working with Stephen at our firm and he proved to be one of the most dedicated and ambitious individuals I have encountered. He always exhibited a solid work ethic and was always looking to further his career in various ways. Stephen is a strong asset to any company that he is with - past, present and future." and "I had the pleasure of working closely with Stephen. He is a honest man,who would always help anyone. He is a good person with strong belief in doing what is right. Any company or person who gets a chance to work with him should know that they have quality human working for them."
Listed skills include 401K, Defined Benefit, Employee Benefits, Series 6, and 13 others.
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St Petersburg, Florida, United States
Lead 401k relationship manager covering Florida and Georgia territories.
Tampa/St. Petersburg, Florida Area
Government and Corporate Retirement plans
Responsibilities: I serve as the main contact to CEO's, CFO's, Board of Directors, and HR Directors for my regions clients. I am responsible for the sale, active service, management, and education of corporate retirement plans.Relevant Skills:I Provide the consultation for new and existing clients regarding retirement plan design, education, and complianceResponsible for marketing campaigns, and networking within region to build stronger relationships with existing clients and to bring in new clients.Plan portfolio consists of 401(k), 401(a), 403(b), 457(b), Eligilble, 457(F) In-Eligible Plans, Defined Benefit,Tax Deferred Annuity, IRA’s, Roth IRA’s
Responsibilities: I make an impact with clients by creating financial freedom and protection with specific solution offerings.
Other employees you can reach at transamerica.com. View company contacts for 14007 employees →
Michael Humpherys, Fsa, Cera
Colleague at TransamericaCedar Rapids, Iowa, United States
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Abs R
Colleague at TransamericaCardiff, Wales, United Kingdom
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JW
Jenny Wang
Colleague at TransamericaHong Kong Sar, Hong Kong
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Sayf Taher Choudhury
Colleague at TransamericaLondon, Ontario, Canada
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Christopher De Vito
Colleague at TransamericaBellmore, New York, United States
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Mike A. Neijndorff
Colleague at TransamericaAlmere, Flevoland, Netherlands
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Robert S.
Colleague at TransamericaDunedin, Florida, United States
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A.J. Gonzalez
Colleague at TransamericaMetropolitan Fresno, United States
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Elizabeth Browne, Cfp®, Qka
Colleague at TransamericaAtlanta, Georgia, United States
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CJ
Cynde Jackson
Colleague at TransamericaMilton, Florida, United States
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Quick answers generated from the profile data available on this page.
Steve Duganieri, Crc® works for Transamerica.
Steve Duganieri, Crc® is listed as Lead Client Executive at Transamerica.
AeroLeads has found 1 work email signal at @transamerica.com for Steve Duganieri, Crc® at Transamerica.
Steve Duganieri, Crc® is based in Greater Tampa Bay Area, United States while working with Transamerica.
Steve Duganieri, Crc® has worked for Transamerica, Nationwide Financial, Massmutual, Mutual Of America, and North Shore Financial Group An Office Of Metlife.
Steve Duganieri, Crc®'s colleagues at Transamerica include Michael Humpherys, Fsa, Cera, Abs R, Jenny Wang, Sayf Taher Choudhury, and Christopher De Vito.
You can use AeroLeads to view verified contact signals for Steve Duganieri, Crc® at Transamerica, including work email, phone, and LinkedIn data when available.
Steve Duganieri, Crc® holds Bba, Management, Zarb School Of Business from Hofstra University.
Steve Duganieri, Crc® is listed with skills including 401K, Defined Benefit, Employee Benefits, Series 6, Series 63, Defined Contribution, Retirement Planning, and Finance.
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