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Brian Liss

Brian Liss

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location of Brian LissHarrison, New York, United States

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  • Timeline

  • About me

    Director, Pooled Plans Product Management

  • Education

    • University of Massachusetts at Amherst - Isenberg School of Management

      1998 - 2002
      BS Finance

  • Experience

    • Transamerica

      Sept 2002 - now

      Responsible for selling new and actively growing the Transamerica Retirement Plan Exchange, a Pooled Asset Arrangement solution designed to help provide unique retirement plan solutions to businesses. This includes new and organic sales, marketing, and relationship management of key strategic partners.

      • Senior Key Client Development Manager

        Mar 2021 - now

      • Regional Vice President - Large Market Retirement Sales

        Dec 2019 - Mar 2021

      • Sales Consultant

        Aug 2011 - Dec 2019

      • Investment Analyst

        Sept 2002 - Aug 2011

  • Licenses & Certifications

    • CMFC, Series 6, Series 63, New York Life License