Mike S.
Nichols College
Tell me more about Mike S.?
Mike S. is a highly experienced professional with over 30 years of work experience in mutual funds, series 63, series 7, 401k, and retirement. He is currently working as the Stable Value Sales Director at The Standard in Oregon. Prior to this, he held various positions at Aegis Retirement Partners, J.P. Morgan Asset Management, Transamerica, and GE Financial. Mike S. believes in building trust and confidence through personal service to provide real value to his clients. He is dedicated to finding the best products for plan sponsors and participants with no proprietary strings attached.
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About
Aegis Retirement Partners, LLC is a retirement plan consulting & third party administration firm. We believe that building trust and confidence through personal service is the way to provide real value to our clients. Aegis is independent. We have no service or production obligations to any investment fund families or record-keeping providers. We do not receive any compensation that is not fully disclosed. Our sole goal is simply to find the best products for the plan sponsors and participants we work for with no proprietary strings attached.
...See MoreWork Experience
stable value sales director
Financial Services
Mike S.'s Professional Milestones
- Assistant Vice President (1997-08-01~2004-12-01): Driving strategic initiatives to enhance company performance and achieve sustainable growth.
- Principal (2005-01-01~2006-11-01): Transforming the organization into a global energy powerhouse, driving exponential growth and market leadership.
Education
Business Administration,
Management,
Business Administration And Management,
Finance,
Master Of Business Administration,
Masters,
Business Administration And Management, General
2001-2003Skill
Mutual Funds
Series 63
Series 7
401k
Retirement
Sales Management
Retirement Planning
Relationship Management
Investments
Defined Benefit
Employee Benefits
Finance
Pensions
Defined Contribution
Asset Allocation
Wealth Management
401 Retirement Savings Plans
Business Relationship Management
Securities Regulation
Financial Services
Pension Funds
Certification
Colleagues
Other Named Mike S.
Frequently asked questions
We found 4 Mike S.'s email addresses
We found 2 Mike S.'s phone numbers
Mike S. works for The Standard
Mike S.'s role in The Standard is stable value sales director
Mike S. works in the industry of Financial Services
Mike S.'s colleagues are Michael V.,Daniel Kalapsa,Katie Banks
Mike S.'s latest job experience is stable value sales director at The Standard
Mike S.'s latest education in Nichols College