consultant and relationship manager at milliman@ Milliman
Los Angeles, California, United States
Hector Palacios
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California State University, Long Beach
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FlashIntel GPTHector Palacios is a highly experienced professional with 16.2 years of work experience in the financial services industry. He has expertise in series 63, pensions, fiduciary services, retirement planning, portfolio management, investments, and relationship management. Hector has worked as a QKC - Qualified 401(k) Consultant and Administrator TGPC, specializing in tax exempt and governmental plan consulting. He has also held positions at Milliman, The Standard, SageView Advisory Group, Principal Financial Group, and GE. Hector is based in Culver City, California.
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Emails and Phone Numbers
About
QKC - Qualified 401(k) Consultant QKA - Qualified 401(k) Administrator TGPC - Tax Exempt & Governmental Plan Consultant, 403(b) and 457(b) M.B.A.
Work Experience
consultant and relationship manager at milliman
Business Consulting and Services
Hector Palacios's Professional Milestones
- consultant and relationship manager at milliman (2020-04-01~): Strengthened client relationships by implementing strategic marketing solutions and building strong client relationships.
- Relationship Manager (2012-10-01~2020-03-01): Building strong client relationships through effective communication and a strong relationship management framework.
Education
Finance,
Master Of Business Administration,
Masters,
General
2007-2009Skill
Series 63
Pensions
Fiduciary Services
Retirement Planning
Portfolio Management
Investments
Relationship Management
Series 6
401k
Investment Advisory
Strategic Planning
Financial Services
457 Plans
Mutual Funds
403 B
Qualified Retirement Plans
Qka
Defined Benefit
Plan Design
Retirement
Series 7
Certification
Colleagues
Kevin Young
Owner
Jarvis McLeod
Video Production Specialist | Commercial Filmmaker | Entrepreneur Principal Owner
Kaitlyn Erwin
Product Owner
Ethan Wu
Founder
Mike Paczolt
claim analytics - ai | founder of nodal | principal & consulting actuary
Other Named Hector Palacios
Frequently asked questions
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Hector Palacios's social media include: Linkedin,
Hector Palacios works for Milliman
Hector Palacios's role in Milliman is consultant and relationship manager at milliman
Hector Palacios works in the industry of Business Consulting and Services
Hector Palacios's colleagues are Kevin Young,Jarvis McLeod,Kaitlyn Erwin
Hector Palacios's latest job experience is consultant and relationship manager at milliman at Milliman
Hector Palacios's latest education in California State University, Long Beach
