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Wayne Baca Email & Phone Number

Retirement Sales Consultant @ Alerus | Sales of Retirement Products at Alerus
Location: Greater Minneapolis-St. Paul Area, United States, United States 14 work roles 2 schools
1 work email found @mutualofomaha.com 1 phone found area 603 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email w****@mutualofomaha.com
Direct phone (603) ***-****
LinkedIn Profile matched
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Current company
Alerus
Role
Retirement Sales Consultant @ Alerus | Sales of Retirement Products
Location
Greater Minneapolis-St. Paul Area, United States, United States
Company size
998 employees

Who is Wayne Baca? Overview

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Quick answer

Wayne Baca is listed as Retirement Sales Consultant @ Alerus | Sales of Retirement Products at Alerus, a company with 998 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at mutualofomaha.com, phone signal with area code 603, and a matched LinkedIn profile for Wayne Baca.

Wayne Baca previously worked as Retirement Sales Consultant at Alerus and RBC Wealth Managment Divisional Retirement Plan Consultant at Rbc Wealth Management. Wayne Baca holds Bachelor Of Science - Bs, Banking & Finance from University Of Nebraska At Omaha.

Company email context

Email format at Alerus

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{first}.{last}@mutualofomaha.com
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Profile bio

About Wayne Baca

At Alerus, my focus is on the sales of retirement products, leveraging my extensive experience in vendor relations and employee benefits. The drive to enhance retirement readiness for individuals and organizations characterizes my approach. Collaborating closely with corporations and non-profit groups, my mission is to deliver tailored strategies that address both ERISA and non-ERISA plan needs.Previously, as a Divisional Retirement Plan Consultant at RBC Wealth Management, my role encompassed developing investment policy statements, plan design, and portfolio consulting. Our team's efforts supported financial consultants in delivering optimal client service, ensuring informed investment decisions through educational forums. My expertise is underpinned by a deep understanding of the retirement landscape, reflected in my ability to consult and present on complex retirement plan topics.

Listed skills include 401K, Profit Sharing, Retirement, Pensions, and 25 others.

Current workplace

Wayne Baca's current company

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Alerus
Alerus
Retirement Sales Consultant @ Alerus | Sales of Retirement Products
Saint Paul, MN, US
Website
alerus.com
Employees
998
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Company profile
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14 roles · 28 years

Wayne Baca work experience

A career timeline built from the work history available for this profile.

Role listed

Alerus

Saint Paul, MN, US

Retirement Sales Consultant

Current
Alerus

Grand Forks, ND, US

Sales of Retirement Products.

Jun 2024 - Present

Rbc Wealth Managment Divisional Retirement Plan Consultant

Rbc Wealth Management

Toronto, Ontario, CA

  • Divisional Retirement Plan Consultant with RBC Wealth Management for the firm’s Western Region and Mid-Atlantic Region.
  • I consulted with corporations and non-profit groups of all sizes to help develop strategies and solutions for their ERISA and non-ERISA retirement plan needs.
  • As part of my responsibilities, I developed extensive knowledge with retirement plan providers. I also assisted RBC Wealth Management financial consultants in selling and servicing clients’ retirement plans.
  • I was involved in the creation and maintenance of investment policy statements, investment monitoring, plan design and portfolio consulting.
  • I frequently made presentations to businesses and industry and civic groups on various aspects of retirement plans.
  • I also hold educational forums to help educate employees about investing in their employers’ plans.
Apr 2022 - May 2024

Director Retirement Plan Consultant

Rbc Wealth Management

Toronto, Ontario, CA

Territory I covered was the Western U.S. and Mid-Atlantic States

Apr 2022 - May 2024

Client Relationship Manager

Sikich

Chicago, Illinois, US

Our goals when working with plan sponsors are to simplify the plan management for them, control plan knowledge and to assist the plan participants in reaching their retirement goals. As a registered investment advisor and fiduciary as defined by ERISA, we assist the plan sponsor in developing and documenting the plan’s Fiduciary responsibilities and assist.

Aug 2017 - Apr 2022

Sr. Retirement Plan Advisor

Sikich

Chicago, Illinois, US

Aug 2017 - Apr 2022

Regional Sales Director

Mutual Of Omaha

Omaha, NE, US

Sep 2015 - Jan 2017

Vice President Financial Consultant

Charles Schwab

Westlake, Texas, US

Jun 2014 - Dec 2014

Regional Sales Director

Oneamerica Financial Partners Inc.

Indianapolis, IN, US

  • Open new regional sales office focusing on Independent and Wire channels of distribution.
  • Plan Design experience in 401(k), 403(b) and 457.
  • Church Plan expertise
  • Combo plan designs
  • ESOP
  • Cash balance
2007 - Apr 2014

Marsdm

Adp Retirement Services
  • 401(k) Retirement plan design and process with payroll integration.
  • Mid and Large market DC plans working with Wire and Independent Channels in MN, WI, ND, SD, IA.
  • Direct sales and finals presentations of ADP Retirement products to clients and prospects.
  • Exceeded sales goals over 116%.
Jan 2005 - Apr 2007

Trust Officer

Huntington National Bank

Columbus, Ohio, US

Develop Internal and External Pension relationships in the bank’s footprint and broaden existing relationships with outside Brokers.Managed Plan implementation and enrollment team working with Small to Mid market retirement plan sales.

2003 - 2005 ~2 yrs

Retirement Plan Consultant

Hub International

Chicago, IL, US

Mutual fund sales for the Wire and Independent channels.Exceeded sales goals by 195% for 2001.Territory management including Indiana, Kentucky, Nebraska, Iowa, West Virginia, North and South Dakota.Development of MF and retirement plan sales.

2003 - 2003

National Sales Manager

First National Bank Of Omaha

Omaha, Nebraska, US

Managed staff of 15 for the First Omaha funds operations. Marketing and Prospectus development and fulfillment Sales practices and procedures. Daily trade reconciliation and confirmations. Established new 401K business and developed on-going and active revenue stream. Established Sales goals for Bank financial advisors and monitoring process.

1998 - 2000 ~2 yrs
Team & coworkers

Colleagues at Alerus

Other employees you can reach at alerus.com. View company contacts for 998 employees →

AD Amber Dudgeon Amber Dudgeon Colleague at Alerus East Grand Forks, Minnesota, United States, United States View → JF Jean Fay Jean Fay Colleague at Alerus Greater Boston, United States, United States View → TH Tom Hooge Tom Hooge Colleague at Alerus Greater Minneapolis-St. Paul Area, United States View → ME Mary Eliason Mary Eliason Colleague at Alerus Grand Forks, North Dakota, United States, United States View → MS Michael Sanders Michael Sanders Colleague at Alerus Surprise, Arizona, United States, United States View → AB Anthony Boase, Cfa Anthony Boase, Cfa Colleague at Alerus Greater Minneapolis-St. Paul Area, United States View → JD Jane Debing Jane Debing Colleague at Alerus Greater Tucson Area, United States View → DS Deb Schoonover Deb Schoonover Colleague at Alerus Scandia, Minnesota, United States, United States View → HT Hailey Thompson Hailey Thompson Colleague at Alerus Greater Phoenix Area, United States View → JS Jackson Sussex Jackson Sussex Colleague at Alerus Greater Grand Forks Area, United States View →
2 education records

Wayne Baca education

Bachelor Of Science - Bs, Banking & Finance

University Of Nebraska At Omaha

B.S., Banking & Finance

University Of Nebraska At Omaha
FAQ

Frequently asked questions about Wayne Baca

Quick answers generated from the profile data available on this page.

What company does Wayne Baca work for?

Wayne Baca works for Alerus.

What is Wayne Baca's role at Alerus?

Wayne Baca is listed as Retirement Sales Consultant @ Alerus | Sales of Retirement Products at Alerus.

What is Wayne Baca's email address?

AeroLeads has found 1 work email signal at @mutualofomaha.com for Wayne Baca at Alerus.

What is Wayne Baca's phone number?

AeroLeads has found 1 phone signal(s) with area code 603 for Wayne Baca at Alerus.

Where is Wayne Baca based?

Wayne Baca is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Alerus.

What companies has Wayne Baca worked for?

Wayne Baca has worked for Alerus, Rbc Wealth Management, Sikich, Mutual Of Omaha, and Ohio National Financial Services.

Who are Wayne Baca's colleagues at Alerus?

Wayne Baca's colleagues at Alerus include Amber Dudgeon, Jean Fay, Tom Hooge, Mary Eliason, and Michael Sanders.

How can I contact Wayne Baca?

You can use AeroLeads to view verified contact signals for Wayne Baca at Alerus, including work email, phone, and LinkedIn data when available.

What schools did Wayne Baca attend?

Wayne Baca holds Bachelor Of Science - Bs, Banking & Finance from University Of Nebraska At Omaha.

What skills is Wayne Baca known for?

Wayne Baca is listed with skills including 401K, Profit Sharing, Retirement, Pensions, Iras, Series 63, Retirement Planning, and Defined Benefit.

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