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@wealthvest.com
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20 phones found area 406, 203, 218, 708, 847, and 877
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Wade Dokken is listed as Founder @ WealthVest Marketing | Retirement, New Business Development at WealthVest Marketing, based in Bozeman, Montana, United States. AeroLeads shows a work email signal at wealthvest.com, phone signal with area code 406, 203, 218, 708, 847, 877, and a matched LinkedIn profile for Wade Dokken.
Wade Dokken previously worked as Founder at Wealthvest Marketing and Member Board Of Trustees at Integrity Viking Funds. Wade Dokken studied at University Of North Dakota.
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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.
Listed skills include Investments, Fixed Annuities, Mutual Funds, Marketing, and 46 others.
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Bozeman, Mt, Us
WealthVest 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.
American 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
.• 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
Global Skandia Management Board• Executive Strategy Board for Skandia Corporation worldwide• Responsible for deciding where and how to organically expand the company
• 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
• 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
Planco 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
Integrated 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.
Paine 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
Quick answers generated from the profile data available on this page.
Wade Dokken works for WealthVest Marketing.
Wade Dokken is listed as Founder @ WealthVest Marketing | Retirement, New Business Development at WealthVest Marketing.
AeroLeads has found 3 work email signals at @wealthvest.com for Wade Dokken at WealthVest Marketing.
AeroLeads has found 20 phone signal(s) with area code 406, 203, 218, 708, 847, 877 for Wade Dokken at WealthVest Marketing.
Wade Dokken is based in Bozeman, Montana, United States while working with WealthVest Marketing.
Wade Dokken has worked for Wealthvest Marketing, Integrity Viking Funds, American Skandia, Skandia, and Global Skandia Afs Management Board.
You can use AeroLeads to view verified contact signals for Wade Dokken at WealthVest Marketing, including work email, phone, and LinkedIn data when available.
Wade Dokken studied at University Of North Dakota.
Wade Dokken is listed with skills including Investments, Fixed Annuities, Mutual Funds, Marketing, Portfolio Management, Start Ups, Life Insurance, and Financial Advisory.
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