Michael Treske

Michael Treske

Vice President

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location of Michael TreskeWaxhaw, North Carolina, United States

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  • Timeline

  • About me

    Chief Marketing and Distribution Officer

  • Education

    • Colorado State University

      -
      Personnel Administration, Business
    • Duke University

      -
      Advanced Management Program
    • University of Toronto - Rotman School of Management

      -
      Senior Management Program
    • University of Wisconsin-Eau Claire

      1975 - 1979
      BA Communications and Business Admin
  • Experience

    • Colonial Mutual Funds

      Apr 1987 - Apr 1991
      Vice President

      Successfully Wholesaled Mutual Funds and Annuities to the Broker Dealers throughout WA, OR, ID, MT, and AK.

    • American Funds Distributors

      Apr 1991 - Dec 1994
      Vice President

      Successfully wholesaled the American Legacy Annuity to all Channels in WA, OR, ID, AK

    • Fidelity Advisor Funds

      Dec 1994 - Dec 1996
      Senior Vice President

      Successfully Wholesaled the Advisor Funds. Lead the country in sales in 1995 and 1996, providing support at Retail and Institutional 401(k) levels. Wholesaler of the Year, 1995.

    • Evergreen Investments

      Jan 1996 - Nov 1999
      President of Distribution

      Built the Evergreen B/D team from the ground up. Assumed all distribution responsibility April, 1997. Lead the team in the B/D, Bank, and Institutional, and Evergreen Japan Channels. Heavily involved in M&A, asset growth via acquisition and organic growth.

    • Manulife Financial Corporation/Wood Logan

      Nov 1999 - Jan 2003

      Lead a team of 30 Wholesalers and 3 Divisional Sales Managers in the Financial Planner Channel. Managed a group of 14 Wholesalers in the Southeast, lead the company in sales via all Channels of distribution.

      • National Sales Manager

        Jan 2001 - Jan 2003
      • Divisional Sales Manager

        Nov 1999 - Jan 2001
    • John Hancock Wood Logan (a Manulife Financial Corporation company)

      Jan 2003 - Jan 2010
      President, Financial Planner Channel

      Managed a team of 64 field Wholesalers, 44 Internal Wholesalers, 4 Divisional Sales Managers, and team of Marketing personnel assigned to the Financial Planner Channel. Also managed the Special Markets and Event Planning team, supporting all of Annuity Distribution.

    • John Hancock Wood Logan (a Manulife Finacial Corporation company)

      Jan 2010 - Jan 2012
      President, John Hancock Annuities and John Hancock Wood Logan

      Presided over the full distribution team of field Wholesalers, Internal Wholesalers, Special Markets, and Event Planning. Managed through both growth and contraction of the business, driving both top and bottom line results.

    • AIG

      Apr 2012 - Feb 2021
      EVP, Chief Distribution Officer

      Lead the Annuity and Mutual Fund distribution teams comprised of all External, Internal Wholesalers and Sales Management. Served on the AIG Financial Distribution Executive Leadership team, the Exception Review Committee, the Producer Protocol Committee, and the L&R Annuity Leadership team. Served on the AIG Political Action Committee and was named to the AIG Influencer team, as voted on by Associates. Served both the Insured Retirement Institute and Alliance for Lifetime Income as Committee member, Panelist, and Emcee for various conference sessions. Show less

    • RealSource Properties, Inc.

      Mar 2023 - Oct 2024
      Chief Marketing and Distribution Officer-RealSource Properties REIT

      Responsible for all Marketing of the Multifamily REIT including sales strategy, collateral material development, branding, web development and maintenance, conference and due diligence strategy and implementation, presentation development, and working with outside agencies to assist Sales and Distribution efforts. Worked hand in hand with the Capital Markets team on all initiatives and was a member of the Management Leadership Team.

  • Licenses & Certifications

    • Insurance Licensed

      North Carolina
    • Series 6, 7, 26, 63

      FINRA