Michael Filbin
Vice President, Retirement Plan Sales- Western Region
For over 13 years Michael Filbin has been working in different jobs. Recently, Michael Filbin worked as a Vice President, Retirement Plan Sales- Western Region in Schwab Retirement Plan Services widening experience. This expert graduated from Cleveland State University in 2000 where the professional received all the skills and knowledge. Michael Filbin has all necessary skills and knowledge for his job, proven by the following certifications in Series 7, Series 63, and Series 7 & 63. You can find this professional in Phoenix, Arizona, where he lives nowadays. SoftwareOfficial has all the info you need to be in touch with Michael Filbin, such as this expert's phone or email address. Send the request to get more info.
Name variants:
Mikael Filbin,
Mychael Filbin,
Mike Filbin,
Mikey Filbin,
Mick Filbin,
Mickey Filbin,
Micky Filbin,
Michl Filbin,
Mischa Filbin
Last updated Jun 03, 2024
Contact Information
Last Update
Jul 4, 2022
Email
mi**@schwab.com
Location
Phoenix, AZ
Company
Workplace
Vice President, Retirement Plan Sales- Western Region
Industry
Financial Services
Colleagues
Work History
Vice President, Retirement Plan Sales- Western Region
4150 Kinross Lakes Pkwy, Richfield, OH 44286
When it comes to the 401(k), Schwab Retirement Plan Services, Inc. is leading the way to help sponsors and consultants establish retirement plans that work for their businesses while helping...
from Jan 1, 2013
Business Development Manager- Western Region
211 Main St, San Francisco, CA 94105
Consulted with RIAs interested in working with Schwab to deliver retirement solutions to their plan sponsor clients. Sales territory included all states west of the Mississippi River. In add...
Oct 2010 — Dec 2012
Retirement Sales Consultant
211 Main St, San Francisco, CA 94105
An original team member and architect of the Schwab Retirement Solutions team. Our goal was to help retirement plan sponsors, advisors/consultants and TPAs succeed in executing their vision ...
Feb 2008 — Oct 2010
Relationship Manager
211 Main St, San Francisco, CA 94105
Helped clients meet their plan needs by providing guidance on resources and tools in the areas of plan design, administration, investments, operational efficiency, participant engagement and...
Oct 2004 — Feb 2008
Pension Consultant
Delivered retirement plan strategies tailored to clients’ plan objectives and employees. Provided resources and guidance in the areas of plan design, administration, investments, operational...
Feb 1999 — Oct 2004
Education
1996 — 2000
Occupations
Executive
Vice President
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Chief Executive
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Skills
Aif
Qpa
Qka
Cpc
FAQs about Michael Filbin
What's the profession of Michael Filbin?
This professional's job is Vice President, Retirement Plan Sales- Western Region
What are the main profession of Michael?
These person's professions are Executive and Vice President
Where is Michael Filbin currently located?
The expert is located in Phoenix, Arizona.
What is Michael Filbin's email?
The expert's email is mi**@schwab.com.
Where did Michael Filbin work?
The expert worked at Schwab Retirement Plan Services, Charles Schwab.
Where has Michael Filbin studied?
Michael studied at the Cleveland State University from 1996 to 2000.
Are there any certifications, that Michael Filbin has?
The professional received the following certifications: Series 7, Series 63, Series 7 & 63, Cpc- Certified Pension Consultant, Qpa- Qualified Pension Administrator, and Qka- Qualified 401(K) Administrator.
What is professional industry that Michael Filbin is connected to?
This professional works in Financial Services industry.