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Alan Markfeld, MBA, CIMA

Alan Markfeld, MBA, CIMA

Account Management Vice President

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  • Timeline

  • About me

    National Practice Leader, Investment Advisory Representative, Gallagher

  • Education

    • State University of New York at Plattsburgh

      1985 - 1989
      Bachelor of Arts - BA PSYCHOLOGY

    • Averett University

      1996 - 1998
      Master of Business Administration - MBA

  • Experience

    • Security First Group

      Oct 1997 - Feb 2001
      Account Management Vice President

    • Jackson National Asset Management, LLC

      Feb 2001 - Oct 2001
      Regional Sales Manager

    • Prudential Financial

      Oct 2001 - Dec 2003
      Regional Marketing Director

    • Sun Life

      Dec 2003 - Nov 2004
      Vice President

    • Voya Investment Management

      Dec 2004 - Jan 2011
      Regional Vice President

    • Macquarie Group

      Jan 2011 - Dec 2020
      Regional Director

    • Gallagher

      Feb 2021 - now
      National Practice Leader, Investment Advisory Representative

  • Licenses & Certifications

    • Certified Investment Management Analyst (CIMA)

      IMCA
      Jun 2009

    • Series 66

      FINRA

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      Virginia State Corporation Commission

    • Series 24

      FINRA

    • Series 7

      FINRA

    • Series 63

      FINRA