Saeid Zamani

Annuity Product Manager

Since 2019, Saeid Zamani has been working in Cuso Financial Services situated 353, 353. This expert is a qualified Annuity Product Manager with over 16 years of work experience. According to Saeid's resume and work profile, Saeid Zamani has worked at more than eight companies with diverse backgrounds and got different skills. Saeid attended school at the Materials and Energy Research Center. Saeid can be found in San Diego, California – where this person currently lives. You can search for the person's phone and email. We can also provide you exhaustive contact information upon request.
Name variants:
Saeid Zamani
Last updated Jun 16, 2024

Contact Information

Last Update
Jul 3, 2022
Email
sa**@wellsfargoadvisors.com
Location
San Diego, CA

Workplace

CUSO Financial Services, LP
Annuity Product Manager

San Diego, CA

Industry

Financial Services, The Sale Of Life, Health Insurance And Variable Contracts, Management Consulting Services

Work History

Annuity Product Manager

10150 Meanley Dr, San Diego, CA 92131
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), and Sorrento Pacific Financial, LLC (“SPF”) registered broker-dealers (Member FINRA ww...
from Feb 2019

Registered Client Associate

1 north Jefferson Ave St, Louis, MO
Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT-FDIC INSURED/NOBANK G...
Aug 1, 2014 — Feb 2019

Registered Client Associate

Minnesota
Develop new business opportunities through cold and warm calling Provide product and investment details for Financial Advisor Meet with existing and potential clients to review their port...
Nov 2011 — Aug 2014

Senior Personal Banker

800 Nicollet Mall, Minneapolis, MN 55402
Feb 2011 — Nov 2011

Senior Loan Consultant

270 Park Ave, New York, NY 10010
Jun 2006 — Aug 2007

Senior Personal Financial Representative

270 Park Ave, New York, NY 10010
Dec 2004 — Jun 2006

Financial Services Associate

4801 Glenwood Ave, Raleigh, NC 27612
Nov 2002 — Dec 2004

Senior Teller

Dec 1999 — Nov 2002

Occupations

Executive
Produce Manager
Accountant
Finance and Accounting Specialist
Professor
School Principal
Supporting Member
Doctor of Medicine
Master of Science
Producer
Production Manager
Accounting Bookkeeper
Bookkeeper
School Administrator
Educational Manager
Team Member

Skills

Financial Advisory
Portfolio Management
Fixed Annuities
Mutual Funds
Financial Planning
Wealth Management
Equities
Fixed Income
Retirement Planning
Mortgage Lending
Continuous Improvement
Team Leadership
Leadership
Communication
Teamwork
Team Building
Training
Variable Annuities
Retirement Plan Consulting
Asset Based Lending
Fixed Income Strategies
Guaranteed Lifetime Income
Passive Income
Income For Life
Indexed Annuities
Riders
Spreads
Mva
Income Protection
Retirement Income Strategies
Insurance
Credit Unions
U.s. Securities and Exchange Commission
Broker Dealer
Sales
Capital Markets
New Business Opportunities
Hold Series 7
Series 63
Business To Business
Wholesale
Compensation Structures
63 Licenses
Sales Management
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