Sylvain Templeman Email & Phone Number

United States

San Diego, California, United States

Bellevue, Wa

Bellevue, Wa

I often joke that I travel for a living and periodically spend time helping financial advisors identify and unlock new business and revenue opportunities in their practice. With a focus on business development for independent advisors, my day-to-day is often spent doing workshops for Investors & Financial Advisors, as well as, continuing education seminars for CFPs and CPAs. Since the implementation of rules and regulations of the Pension Protection Act of 2006, I have made it a priority to assist financial professional and their clients in understanding the fiduciary responsibilities held by employers offering retirement plans as well as the “new normal” responsibilities that employees now have in governing their 401(k), 403(b) or 457 accounts.

San Francisco Bay Area

I was fortunate this early in my financial services career to be given the opportunity to manage & develop a large regional territory in all aspects to achieve greater sales in a manner that exemplifies the highest ethical and professional standard. I learned over the course of my weekly travels and interactions with some of the top independent financial advisors that success comes as a result of working hard & creating mutually beneficial business building opportunities. Treating every relationship established as unique and finding creative ways to add value to an extremely diverse assortment of advisors was both my greatest challenge & reward when these partnerships flourished.

Master Of Business Administration (Mba), Finance, General

Bachelor Of Science (Bs), International Business