Linda Kurz
vice president and mep practice leader - pooled plan practice leader at transamerica retirement solutions@ Transamerica
Gainesville, Virginia, United States
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Linda Kurz is a highly experienced professional with 27.8 years of work experience in the qualified retirement plan arena. She has held various leadership positions, including Regional Vice President with Transamerica Retirement Services, where she managed qualified retirement plan products in Virginia. Linda has also worked with ING Financial Advisors, LLC., specializing in regional retirement plan wholesaler and service manager. With a strong background in financial services, Linda has extensive knowledge of retirement plan knowledge. She is licensed in FINRA 6 & 63 Insurance and has worked with reputable financial institutions.
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Emails and Phone Numbers

@transamerica.com
+1 914627****
+1 703994****
+1 866445****
+1 703754****
+1 319355****
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About

24 years of experience in the qualified retirement plan arena. Practice leader for Multiple Employer Plan sales at TRS and provide MEP consulting services through financial intermediaries & plan consultants. Former position as Regional Vice President with Transamerica Retirement Services wholesaling qualified retirement plan products in the state of Virginia. Ten plus years with ING Financial Advisors, LLC., including seven years as regional retirement plan wholesaler and three as regional service manager. 10 years experience of technical retirement plan sales and consulting work (regional TPA firms). Specialties: Extensive retirement plan knowledge. Securities licensed: FINRA 6 & 63 Insurance Licensed: Virginia, DC & Maryland Securities offered through Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528. Opinions expressed herein are not necessarily those of Transamerica or its affiliates. Transamerica does not adopt any third party content www.FINRA.org 122598-LK0421

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Work Experience

Baltimore, Maryland, 21202, US

Financial Services

14806
Phone
+1 4102900101
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Linda Kurz's Professional Milestones

  • Regional Vice President (2010-05-01~2013-08-01): Successfully led the expansion of regional operations, ensuring successful partnerships and enhancing customer satisfaction.
  • Regional Vice President (2000-03-01~2010-05-01): Expanding market presence and driving revenue growth across multiple regions through strategic initiatives and successful operations.
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Education

University of Mary Washington
University of Mary Washington

Business Administration

1983-1987