Norbert Naths is a qualified expert, that works in Lt Trust main office of which is in 3. on the position of K Regional Sales and Account Executive at Lt Trust from 2015. This person gained professional experience in more than nine positions at various companies. Norbert Naths went to the Lehigh University and received education there from 1991 to 1995. Denver, Colorado is the city, where the professional was known to live. The person's contacts can be accessed through SoftwareOfficial on demand.
Name variants:
Bert Naths,
Bertie Naths
Last updated Mar 24, 2024
Contact Information
Last Update
Jul 8, 2022
Email
no**@gwl.com
Location
Denver, CO
Workplace
K Regional Sales and Account Executive at Lt Trust
Denver, CO
Industry
Financial Services
Colleagues
Work History
K Regional Sales and Account Executive at Lt Trust
1675 Broadway SUITE 500, Denver, CO 80202
Responsible for business development and 401(k) plan sales & consulting for LT Trust Company, Inc. (LT Trust, formerly Lincoln Trust Company). LT Trust, established in 1957, is a leading nat...
2015 — Jan 2017
401 Retirement Plan Specialist
1800 north Pt Dr, Stevens Point, WI
Provide 401k retirement plan analysis to business owners through partnerships with Account Managers of Sentry. Responsible for all stages of the sales cycle as well as ongoing service to pla...
from Jan 2017
Regional Vice President
10 Hudson Yards, New York, NY
Responsible for all aspects of 401(k) plan sales in Colorado, Utah, Wyoming, Northern Nevada, and Idaho. Partner with financial professionals on prospecting strategies, plan analysis, propos...
2014 — 2015
Regional Sales Director - Corporate 401
8515 east Orchard Rd, Greenwood Village, CO 80111
Successful in selling retirement plans from $50 million in assets and under with financial professionals in the Rocky Mountain Region. Experienced with Group Annuity (GAC) & Net Asset Value ...
2005 — 2013
Financial Advisor and Investment Specialist
4707 Executive Dr, San Diego, CA 92121
Financial Advisor with Colorado Financial Partners, a producer group within LPL Financial. Worked with individuals, their families and corporate clients to identify proper ways to reach life...
2003 — 2005
Regional Vice President - Asset Custody Sales
7103 south Revere Pkwy, Centennial, CO
Responsible for sales of asset custody services to Registered Investment Advisors (RIA's) in Colorado, Texas, and Utah. Gained insight into asset custody, 401(k) plans, limited partnerships ...
2002 — 2003
Regional Manager and Mutual Fund Wholesaler
805 King Farm Blvd, Rockville, MD 20850
Established the Denver sales office as part of the company's growth efforts and assisted in recruiting sales professionals. Mutual fund wholesaler for the Southern California and South-West ...
1998 — 2002
Mutual Fund Wholesaler
Mutual fund and Separate Accounts sales representative for Colorado, Utah, and Arizona. Promoted to an external position, and relocated to Denver, for achievements and success as an internal...
1996 — 1998
Pc Financial Network and Dlj Direct - Investment Representative
Assisted in developing PC Financial Network, an online trading platform for individual investors. Processed equity, fixed income, mutual fund, and option orders for retail clients while also...
1995 — 1996
Education
1991 — 1995
Occupations
Accountant
Pension Administrator
Sales Specialist
Account Service Manager
Sales and Consulting Specialist
Lawyer
Fiduciary
Artist
Model
Finance and Accounting Specialist
Managers
Compensations and Benefits
Client Service Officer
Customer Service
Sales Representative
Trust Law Attorney
Lawyer
Accounting Bookkeeper
Bookkeeper
Skills
Mutual Funds
401K
Investments
Retirement Planning
Series 63
Series 7
Retirement
Management
401 Retirement Savings Plans
Employee Benefits
Asset Allocation
Retirement Plan Consulting
Insurance
Financial Advisory
Financial Planning
Sales
Defined Benefit
Finance
Series 65
Defined Contribution
Fixed Income
Financial Services
Wealth Management
Profit Sharing
FAQs about Norbert Naths
What is the main profession of Norbert Naths?
The expert is a 401 Retirement Plan Specialist.
What jobs is Norbert proficient at at?
The expert is a professional Accountant and Pension Administrator jobs.
Where does Norbert Naths live?
Norbert Naths currently lives in Denver, Colorado.
What is the expert's email?
Norbert Naths's email is no**@gwl.com.
Where did Norbert Naths work?
Norbert Naths worked at Lt Trust, Sentry Insurance.
What education does Norbert Naths have?
Norbert studied at the Lehigh University from 1991 to 1995.
Are there any professional industries Norbert Naths is connected to?
This person works in Financial Services industry.
Are there any professional skills Norbert Naths has?
This person has such skills as Mutual Funds, 401K, Investments, Retirement Planning, Series 63, Series 7, Retirement, Management, 401 Retirement Savings Plans, and Employee Benefits.