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Marshall Wald
Intermediate New Business Quality Ana... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Transamerica</span>
Financial professional with 11+ years of experience in financial services, wealth management, and analysis.
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Location
Cedar Rapids, Iowa, United States, US
Skills
- Financial Services
- Insurance
- Financial Analysis
- Relationship Management
- Wealth Management
- Show all
Bio
Generated by
Topline AI
Marshall Wald is a seasoned financial professional with 11 years of experience in the financial services industry, including roles in new business quality analysis, supervision, and wealth management. He holds a Series 63 license and has expertise in financial analysis, relationship management, and portfolio management.
With experience at Transamerica and Transamerica Life Insurance Company, Marshall has developed strong skills in financial modeling, business analysis, and risk management. He is based in Cedar Rapids, Iowa.
Experience
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Intermediate New Business Quality Analyst
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Jun 2013 - Present
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Transamerica Life Insurance Company
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Cedar Rapids, Iowa Area
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New Business Supervisor
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Aug 2010 - Mar 2012
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Cedar Rapids, Iowa Area
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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