"WealthVest Marketing is thrilled to harness Kevin's incredible experience, significant relationships, and deep industry knowledge for our broker-dealer customers."
Bozeman, MT (PRWEB) July 18, 2012
WealthVest Marketing is pleased to announce that Kevin Startt, CLU, CWS, CPCU, ChFC, has joined the team as a Marketing Consultant to increase the sale of fixed index annuities in the broker dealer channel.
Kevin started his career as a retail advisor with EF Hutton, after earning the prestigious Goldwater Political and Economic scholarship to attend Georgetown University. In the 1990s, Kevin held institutional sales positions with Franklin-Templeton and First Union Capital Management, calling directly on pension consultants and plan sponsors in the $5 million to $500 million dollar ERISA market. Later in the 1990s, Kevin led the wholesaling forces at Donaldson, Lufkin, Jenrette (DLJ), working with the high net worth market, including private equity and private placement life. Kevin was also a top wholesaler for Deutsche Funds (DWS), pioneering the roll-out of the industry’s first Euro funds to the independent B/D community and wirehouses.
From 2004-2005, Kevin served as the National Sales Manager for Transamerica’s broker-dealer effort, helping to distribute the industry’s first GMWB for VUL and helping to build the company’s wholesaling team. From 2005 on, Kevin made significant contributions to the growth of a leading Broker Dealer, including recruiting Investment Advisors and Financial Consultants, arranging for selling agreements with over 75 Independent Broker-Dealers, and earning him the Wholesaler of the Year award with Ameritas for two consecutive years.
Wade Dokken, Co-President of WealthVest Marketing, says of Kevin, "WealthVest Marketing is thrilled to harness Kevin's incredible experience, significant relationships, and deep industry knowledge for our broker-dealer customers."
Kevin will be a familiar face for many of you and he is delighted to continue or to begin working you.
To reach Kevin, please call 678.594.4016 or 404.226.9478.