We found the following information about Tricia Lynn Berens at Securian Financial Group, where this professional has worked as a Regional Vice President - External Wholesaler since 2019. Tricia's total work experience is over 12 years, during which time this expert had at least nine jobs at different places to develop skills. Tricia studied at the Ucla Extension from 2017 to 2018. Tricia Lynn Berens received the following certifications: Series 7, Series 66, and Series 63. Tricia Lynn Berens currently lives in Las Vegas, Nevada. You can contact with Tricia by searching for phone or email address or get further information by requesting access to Tricia's additional details from us.
Name variants:
Patricia Berens
Last updated Jun 23, 2024
Contact Information
Last Update
Jul 6, 2022
Email
tr**@hotmail.com
Location
Las Vegas, NV
Company
Workplace
Colleagues
Work History
Regional Vice President - External Wholesaler
External annuity wholesaler for Securian Financial covering banks, financial institution, and credit unions in California, Hawaii, Arizona, Nevada, Washington, Oregon, Utah, Idaho, Alaska, ....
from Sep 2019
Regional Vice President - External Wholesaler
5910 Mineral Point Rd, Madison, WI 53705
External annuity wholesaler for CUNA Mutual Group covering Independent Financial Advisors in Southern California. Representing fixed annuities, hybrid annuities, SPIA's, and DIA’s
Jan 31, 2018 — Sep 2019
Regional Vice President, Retirement Consultant
Minneapolis, MN
Use a collaborative and consultative approach to design, implement, and review annuity strategies to meet the needs of advisors clients. Expand the capabilities of advisor’s businesses throu...
Jul 1, 2015 — Dec 31, 2017
Regional Consultant - External Wholesaler
1655 Grant St, Concord, CA 94520
Facilitate and support the sale of fee based investment solutions to a territory of financial advisors in California and Arizona. Fee based investment solutions consisting primarily of mutua...
Mar 2014 — Oct 2014
Regional Vice President - External Wholesaler
6620 west Broad Street Rd, Richmond, VA 23233
Consult and coach financial advisors on Long Term Care insurance and Linked Benefit (long term care and life insurance) products.
Create customized solutions to fit the advisors' clients n...
Jan 2012 — Jul 2013
Sales Consultant - Internal Wholesaler
6620 west Broad Street Rd, Richmond, VA 23233
■ Consult and coach financial advisors to increase their sales, help them understand investment products, and improve their business. ■ Built immediate relationships and trust with financial...
Sep 2010 — Jan 2012
Regional Sales Director - Hybrid Wholesaler
3500 Packerland Dr, De Pere, WI 54115
■ Achieved territory goals by presenting product and sales ideas to advisors in the field on 30+ occasions; by leveraging my business acumen and presentation skills, increased appointments f...
Jun 2007 — Aug 2010
Senior Financial Consultant
3500 Packerland Dr, De Pere, WI 54115
■ Conducted interviews with clients to assess individual financial situations and uncover needs, facilitating the development of strategic solutions that furthered the financial planning goa...
May 2006 — Jun 2007
Private Client Assistant
420 Montgomery St, San Francisco, CA 94129
Provided business support for a private client services team
Prepared marketing presentations, account performance reports, and new account processing
Provided service for high net worth ...
Nov 2004 — May 2006
Education
2017 — 2018
2007 — 2009
2000 — 2004
Occupations
Executive
Regional Vice President
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Asset Allocation
Series 7
Strategic Financial Planning
Financial Planning
Retirement Planning
Wealth Management
Insurance
Life Insurance
Long Term Care
Fixed Annuities
Series 63
Long Term Care Insurance
Retirement
Strategy
Investment Strategies
Variable Annuities
Wealth Management Services
Uniform Combined State Law
Series 6
Financial Markets
Alternative Investments
Salesforce.com
Whole Life
Strategic Consulting
Private Wealth Management
Business Analysis
Economics
Microsoft Office
Outlook
Money Management
Series 66
Tactical Asset Allocation
Morningstar
Variable Life
Permanent Life Insurance
Quantitative
Mba
Proposal Creation
FAQs about Tricia Lynn Berens
What's the main profession of Tricia Lynn Berens?
The expert is a Regional Vice President - External Wholesaler.
What jobs is Tricia a professional at?
The expert is a professional such jobs as Executive and Regional Vice President.
Where does Tricia Lynn Berens live?
The expert currently lives in Las Vegas, Nevada.
What is the expert's email?
The expert's email is tr**@hotmail.com.
Where did Tricia Lynn Berens work?
Tricia Lynn Berens worked at Securian Financial Group, Cuna Mutual Group.
Where has Tricia Lynn Berens studied?
Tricia studied at the Ucla Extension from 2017 to 2018.
Are there any professional certifications Tricia Lynn Berens has?
The professional received the following certifications: Series 7, Series 66, and Series 63.
Are there any professional industries Tricia Lynn Berens is connected to?
Tricia Lynn Berens works in Financial Services industry.