Troy Testa, Crps, Nqpc

Troy Testa, Crps, Nqpc Email and Phone Number

Regional Vice President - Sales Consultant, FuturePlan @ Ascensus
Birmingham, MI, US
Troy Testa, Crps, Nqpc's Location
Birmingham, Michigan, United States, United States
Troy Testa, Crps, Nqpc's Contact Details

Troy Testa, Crps, Nqpc personal email

About Troy Testa, Crps, Nqpc

I work in partnership with Financial Advisors, Plan Sponsors, Industry Thought Leaders, and Centers of Influence to consult C-Suite Executives on designing and implementing retirement plans to meet their firm's long term organizational goals. Over my 30 years in the industry, I have gained a thorough knowledge of the Retirement Plan Market that includes both Nonqualified and Qualified Plans. I am known for my ethical approach, strong working relationships, and ability to meet expectations which is a testament to my professionalism and commitment to provide positive experiences. My track record of delivering and following through on expectations I set speaks to my dedication to providing exceptional service.I can be contacted at 248.928.6217 or testatroy@gmail.com

Troy Testa, Crps, Nqpc's Current Company Details
Ascensus

Ascensus

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Regional Vice President - Sales Consultant, FuturePlan
Birmingham, MI, US
Website:
ascensus.com
Employees:
5622
Troy Testa, Crps, Nqpc Work Experience Details
  • Ascensus
    Regional Vice President - Sales Consultant, Futureplan
    Ascensus
    Birmingham, Mi, Us
    View
  • Newport
    Insurance And Nonqualified Sales Consultant
    Newport Apr 2023 - Present
    Dresher, Pa, Us
    I colloborate with Financial Professionals, Plan Sponsors, Industry Thought Leaders, and multiple Centers of Influence to assist companies to develop solutions to retain, attract and incentivize Key Employees while providing retirement vehicles to assist all employees to acheive a comfortable retirement.I am a valued resource to advisors in MI, IN, IL, WI, MN, KS, MO, NE, ND, SD, IATo learn more, please contact me at 248-928-6217.
    View
  • Voya Financial
    Registered Representative At Voya Financial Partners, Llc (Member Sipc)
    Voya Financial Feb 2020 - Apr 2022
    New York, Ny, Us
    Extensive knowledge in the retirement industry with a long track record of helping advisors achieve greater success. As a business partner, differentiating between creating value and product delivery is critical. Driven by an understanding of you and your client’s needs, my team and offer a wide array of plan types from 401(k), ERISA 403(b), DB, cash balance to non-qualified or other executive benefit plans in a bundled or unbundled environment.
    View
  • Cuna Mutual Group
    Regional Vice President
    Cuna Mutual Group Jan 2015 - Feb 2020
    Madison, Wi, Us
    View
  • Empower Retirement
    Regional Sales Director
    Empower Retirement Jan 2012 - Jan 2015
    Greenwood Village, Co, Us
    View
  • Oppenheimerfunds
    Vice President Retirement Plan Consultant
    Oppenheimerfunds Dec 2007 - Oct 2011
    Atlanta, Ga, Us
    External Retirement Wholesaler covering MI, IN, MN, WI and ND
    View
  • Oppenheimerfunds
    Senior Regional Retirement Representative
    Oppenheimerfunds Aug 2000 - Dec 2007
    Atlanta, Ga, Us
    Internal Retirement Wholesaler covering IL, WI, MN, SD, ND, IA, MOInternal Wholesaler of the Year 05, 06 and 07
    View
  • Mutual Of America
    Senior Pension Analyst
    Mutual Of America Aug 1993 - Aug 2000
    View

Troy Testa, Crps, Nqpc Skills

Retirement Plan Consulting Qualified Retirement Plans 401k 403 B Cash Balance Profit Sharing Non Qualified Deferred Compensation 457 Plans Defined Contribution Defined Benefit Pensions Erisa Retirement Planning Mutual Funds Investments Iras Financial Advisory Asset Allocation Investment Strategies Roth Ira Series 6 Series 7 Series 63 Uniform Combined State Law Relationship Management Separately Managed Accounts Retirement

Troy Testa, Crps, Nqpc Education Details

  • Adelphi University
    Adelphi University
    Concentration In Marketing

Frequently Asked Questions about Troy Testa, Crps, Nqpc

What company does Troy Testa, Crps, Nqpc work for?

Troy Testa, Crps, Nqpc works for Ascensus

What is Troy Testa, Crps, Nqpc's role at the current company?

Troy Testa, Crps, Nqpc's current role is Regional Vice President - Sales Consultant, FuturePlan.

What is Troy Testa, Crps, Nqpc's email address?

Troy Testa, Crps, Nqpc's email address is tr****@****oya.com

What schools did Troy Testa, Crps, Nqpc attend?

Troy Testa, Crps, Nqpc attended Adelphi University.

What skills is Troy Testa, Crps, Nqpc known for?

Troy Testa, Crps, Nqpc has skills like Retirement Plan Consulting, Qualified Retirement Plans, 401k, 403 B, Cash Balance, Profit Sharing, Non Qualified Deferred Compensation, 457 Plans, Defined Contribution, Defined Benefit, Pensions, Erisa.

Who are Troy Testa, Crps, Nqpc's colleagues?

Troy Testa, Crps, Nqpc's colleagues are Jessica Buri, Todd Wilson, Jeremy Krafchin, Mamilla Ravi Gayathri, Gretter Diaz Suarez, Tracey Quinn, Josh Smith.

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