Meet The Executive Team
Eric V. Retzlaff
Senior Insurance and Investment Company Sales and Marketing Executive
Masters in Management, Drucker Center at Claremont Graduate University
FINRA – 24, 26, 7, 22, 6, 63
Experience in Variable Annuities and Insurance
TransAmerica
Oppenheimer Capital
PIMCO
AXA Equitable
6 Years directly responsible for repositioning sub-accounts
20+ Years Sr. Insurance and Investment Company Executive
Kevin J. Grant
CIO/CTO and Senior level VA, Alts IT and Operations Executive
Experience in Variable Annuities and Insurance
TransAmerica
Pacific Life
Jackson National Life
20+ Years Sr. Insurance and Investment Company Executive
Career IT Sr. Executive specifically in Securities Wholesale Distribution
Additional Sr. Executive roles in CRM, Digital Branding/Marketing, Web Presence, Compliance, and PMO