Wade Dokken Email and Phone Number
Wade Dokken work email
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Wade Dokken personal email
With over 39 years of experience in the financial services industry, I am a co-founder and co-president of WealthVest Marketing, a company that provides high-consumer-value products for the advisors of banks and broker-dealers. My mission is to help Americans achieve a secure and comfortable retirement by offering them innovative solutions that combine principal protection and partial participation in equity markets.I have a proven track record of leading and growing successful businesses in the retirement planning, product design, marketing, and distribution sectors. As the former CEO of American Skandia, I transformed the company into the largest variable annuity provider in the U.S. and oversaw its sale to Prudential Financial in 2003. I am also the author of a bestselling book on Social Security reform and a member of the board of trustees of Integrity Viking Funds. I have a passion for creating value for customers, partners, and employees, and I strive to uphold the highest standards of integrity and excellence in everything I do.
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FounderWealthvest Marketing Jun 2009 - PresentBozeman, Mt, UsWealthVest is focused upon designing high consumer value products for the advisors of banks and broker-dealers. We are principally focused upon products with principal protection and partial participation in equity markets. WealthVest has been named the leading distributor of fixed and index annuities in banks and broker-dealers.
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Member Board Of TrusteesIntegrity Viking Funds Feb 2017 - PresentMinot, Nd, Us -
Chief Executive OfficerAmerican Skandia Jun 2000 - May 2003American Skandia was the largest distributor of variable annuities through independent financial advisors in the United States. The company also operated a significant mutual fund business. • Responsible for the day-to-day leadership of the company• Led the sale of American Skandia to Prudential Financial in 2003• Led American Skandia to the position of #1 variable annuity company in the United States • Moved the company to over $10 billion in sales annually, and total sales of $46 billion• Spearheaded the expansion of the company into mutual funds, variable life products, and a turnkey 401K platform•While CEO, American Skandia voted one of Fortune Magazine's – 100 Best Companies To Work For in 2000
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Chairman, Skandia America GroupSkandia 2000 - 2003.• Responsible for Skandia’s South American offshore companies, including Skandia Columbia subsidiary, Skandia Mexico, and Skandia Chile • Sold variable annuities, pensions, life insurance, and property casualty
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Board MemberGlobal Skandia Afs Management Board 1993 - 2003Global Skandia Management Board• Executive Strategy Board for Skandia Corporation worldwide• Responsible for deciding where and how to organically expand the company
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Chief Marketing OfficerAmerican Skandia 1992 - 2000• Led the emergence of one of the industry’s highest performing sales teams• Reached 125 field wholesalers in the wirehouse, bank and financial planner channels• Sold variable annuity, 401k, mutual fund and variable life products• Led the development of American Skandia Trust, the most innovative multi-manager annuity investment platform• Developed the first industry no-load variable annuity the first consumer-friendly bonus annuity• Launched Assess – the industry standard annuity technology platform• #1 Seller in the independent advisor channel• Consistently highly ranked by market metrics
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National Sales ManagerAmerican Skandia 1989 - 1992• Managed annuities sales team of 30 annuity wholesalers• Recruited and managed initial American Skandia sales team• Grew to $900 million in sales in four years
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Regional Sales ManagerPlanco 1988 - 1989Planco was the nation's leading seller of fixed and variable annuities• Wholesaler of industry-leading Hartford Life product line• National responsibility for American Skandia and Mutual of NY
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WholesalerIntegrated Resources 1986 - 1988Integrated Resources served as a leading annuity manufacturer and a pioneer in the early annuity market.• Responsible for selling annuity products to financial advisors, by helping them position guaranteed income products with their clients• Excelled at helping financial professionals achieve goals and become more profitable.
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Account ExecutivePainewebber 1984 - 1986Paine Webber and Company was a stock brokerage and asset management firm that was acquired by the Swiss bank UBS AG in 2000. In the 1980's, Paine Webber had 161 branch offices in 42 states and six offices in Asia and Europe. • Developed long-standing relationships with clients and served as their financial advisor• Licensed: Series 7 and 63
Wade Dokken Skills
Wade Dokken Education Details
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University Of North Dakota -
Towner High School
Frequently Asked Questions about Wade Dokken
What company does Wade Dokken work for?
Wade Dokken works for Wealthvest Marketing
What is Wade Dokken's role at the current company?
Wade Dokken's current role is Founder @ WealthVest Marketing | Retirement, New Business Development.
What is Wade Dokken's email address?
Wade Dokken's email address is wdokken@cs.com
What is Wade Dokken's direct phone number?
Wade Dokken's direct phone number is +140658*****
What schools did Wade Dokken attend?
Wade Dokken attended University Of North Dakota, Towner High School.
What are some of Wade Dokken's interests?
Wade Dokken has interest in Politics, Science And Technology, Education, Environment.
What skills is Wade Dokken known for?
Wade Dokken has skills like Investments, Fixed Annuities, Mutual Funds, Marketing, Portfolio Management, Start Ups, Life Insurance, Financial Advisory, Finance, Wealth, Sales, Management.
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