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Personalized offer codes will be given in each session
About This Webinar
For more than 50 years, OneAmerica has specialized in designing customized retirement plans and providing award-winning administrative and participant education services. Our sales and service teams are located throughout the country and support over 11,000 plans with over $61B in assets under administration. We are committed to building long-lasting relationships with clients and advisors. We provide a range of resources to advisors to help them expand their industry connections and grow their practices.
When:
Saturday, December 21, 2024 · 10:50 a.m. · Eastern Time (US & Canada)
Language:
English
Who can attend? Anyone with the event link can attend
Dial-in available?
(listen only): Yes
Dial-in Number:
Please register for this Webinar to view the dial-in info.
Featured Presenters
Business Development Director
In my role as Business Development Director, I am responsible for the overall relationship management of our key distribution channels, which includes Broker-Dealer, RIA, Fee-Based Consultants, and Third-Party Administrators. In collaboration with the OneAmerica sales, service, marketing, and product teams, I work directly with our distribution channels and strive to ensure their product and service needs are met to best support the financial professionals who do business with OneAmerica.
Since joining OneAmerica® in 2012, I have held various positions within the Retirement Services division. Prior to my role as Business Development Manager, I served as Team Lead of Internal Sales
partnering with our regional sales directors and internal sales consultants.
Hanover College - Bachelor of Arts, Mathematics
Since joining OneAmerica® in 2012, I have held various positions within the Retirement Services division. Prior to my role as Business Development Manager, I served as Team Lead of Internal Sales
partnering with our regional sales directors and internal sales consultants.
Hanover College - Bachelor of Arts, Mathematics
Business Development Director
In my role as Vice President of National Accounts, I am responsible for relationship management with key distribution alliances. I work directly with key accounts and their financial professionals to ensure that their product and service needs are met. I also work in collaboration with the AUL sales, marketing, and product teams.
I began my career in the retirement services industry in 1995. Prior to joining AUL, I worked as the Director, Program Manager for UBS. I also contributed to Morgan Stanley, Smith Barney, and Merrill Lynch as a Vice President-Product Manager.
EDUCATION
Bachelor of Science in Business Management, William Paterson
University
Master of Business Administration, Monmouth University
Professional Licenses:
FINRA Series 7, 24, & 65
I began my career in the retirement services industry in 1995. Prior to joining AUL, I worked as the Director, Program Manager for UBS. I also contributed to Morgan Stanley, Smith Barney, and Merrill Lynch as a Vice President-Product Manager.
EDUCATION
Bachelor of Science in Business Management, William Paterson
University
Master of Business Administration, Monmouth University
Professional Licenses:
FINRA Series 7, 24, & 65
Documents