assistant vice president - 401 k sales@ Transamerica
Littleton, Colorado, United States
Bobby Mothershed
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University of Northern Colorado
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Tell me more about Bobby Mothershed?
FlashIntel GPTBobby Mothershed is a highly experienced Retirement Plan Consultant with over 20 years of work experience. He has a strong background in mutual funds, retirement planning, and call centers. Bobby is skilled in process improvement, leadership, and Microsoft Excel. He has worked at Transamerica in various roles, including Assistant Vice President and Senior Vice President, specializing in retirement planning. Bobby's expertise also extends to securities, finance, and customer service. He is currently based in the United States and is known for his exceptional skills in retirement planning and business process improvement.
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About
Retirement Plan Consultant at Nova 401(k) Associates
Work Experience
Assistant Vice President - Retirement Sales
Transamerica Retirement
Internal Sales Consultant
assistant vice president - 401 k sales
Financial Services
Bobby Mothershed's Professional Milestones
- assistant vice president - 401 k sales (2015-04-01~2018-07-01): Achieved record-breaking sales targets by amplifying customer engagement and driving revenue growth.
- Conseiller En Planification De L'AnnéE Prochaine (2018-08-01~2020-09-01): Successfully executing cross-functional projects, ensuring seamless coordination and timely execution of project arrivals.
Education
Business
Skill
Mutual Funds
Retirement Planning
Call Centers
Process Improvement
Leadership
Microsoft Excel
Securities
Finance
Customer Service
Series 63
Retirement
Series 7
Business Process Improvement
Certification
Colleagues
Other Named Bobby Mothershed
Frequently asked questions
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Bobby Mothershed's social media include: Linkedin,
Bobby Mothershed works for Transamerica
Bobby Mothershed's role in Transamerica is assistant vice president - 401 k sales
Bobby Mothershed works in the industry of Financial Services
Bobby Mothershed's colleagues are Mike Higa,Alexis Witt,Alejandra Flores
Bobby Mothershed's latest job experience is assistant vice president - 401 k sales at Transamerica
Bobby Mothershed's latest education in University of Northern Colorado
