Taylor Drahn
Vice President, Retirement Plan Solutions at USI Consulting Group- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Denver, Colorado, United States, US
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Series 63
Financial Industry Regulatory Authority (FINRA)Dec, 2015- Nov, 2024 -
Series 6
Financial Industry Regulatory Authority (FINRA)Oct, 2015- Nov, 2024 -
Accredited Retirement Plan Consultant (ARPC)
The SPARK Institute, Inc.
Experience
-
USI Consulting Group
-
United States
-
Financial Services
-
300 - 400 Employee
-
Vice President, Retirement Plan Solutions
-
Nov 2022 - Present
-
-
-
Transamerica
-
United States
-
Financial Services
-
700 & Above Employee
-
Senior Operations Relationship Manager - Retirement
-
Jan 2020 - Nov 2022
-
-
Business Development Specialist, National Accounts - Retirement
-
Oct 2017 - Jan 2020
-
-
Internal Wholesaler - Retirement
-
May 2016 - Oct 2017
-
-
Sales Desk Associate - Retirement
-
Feb 2015 - Apr 2016
-
-
Education
-
University of Iowa - Henry B. Tippie College of Business
B.B.A, Finance and Economics -
Cedar Rapids Washington High School
High School Deploma
Community
You need to have a working account to view this content.
Click here to join now