larry nelson

* Build relationships and centers of influence both locally and with high level corporate decision makers * Develop and execute a comprehensive Communication & Education program for group sessions and one-on-one counseling across 42 locations * Support over 10,000 employees for one of the largest healthcare syndicates in Wisconsin by having complex retirement planning discussions often involving insurance products, asset allocation, social security and estate planning * Develop & deliver seminars on a variety of financial topics to key employees and special employee groups

*  Built & maintained relationships across bank departments to develop teamwork *  Responsible for a $35 million portfolio *  Generated over $120,000 of revenue each year *  $2.5 million in sales in 1st quarter of 2007

* Transamerica Retirement Solutions (Transamerica) is a leading provider of customized retirement plan solutions for small- to large-sized organizations. Transamerica partners with financial advisors, third party administrators, and consultants to cover the entire spectrum of defined benefit and defined contribution plans, including: 401(k) and 403(b) (Traditional and Roth) * 457 * profit sharing * money purchase * cash balance * Taft-Hartley * multiple employer plans * nonqualified deferred compensation * and rollover and Roth IRA.Transamerica helps more than three million retirement plan participants save and invest wisely to secure their retirement dreams.