Jerry T Bramlett from Austin, TX

Name / Title

Company / Classification

Phones & Addresses

Jerry Bramlett
President

401k Co

98 San Jacinto Blvd #1100, Austin, TX 78701
512-344-3000, 512-344-3126

Jerry Bramlett
Branch Manager

Charles Schwab & Co., Inc
Security Broker/Dealer

98 San Jacinto Blvd, Austin, TX 78701
12401 Res Blvd, Austin, TX 78759
512-344-3000

Resumes

President Of Futureplan

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Location:

Austin, TX

Industry:

Financial Services

Work:

Futureplan By Ascensus Apr 2018 - Aug 2020
President
Bramlett Consulting/Redstar Advisors Jul 2012 - Apr 2018
Managing Partner
Ascensus Jul 2012 - Apr 2018
Head of Tpa Solutions
Benefitstreet Inc./Nextstepdc Jan 2008 - Oct 2010
President and Chief Executive Officer
The 401 Company Aug 1983 - Aug 2007
Founder, President and Chief Executive Officer

Education:

Southern Methodist University 1972 - 1976
Bachelor of Applied Science, Bachelors, Bachelor of Arts, Criminal Justice, Sociology

Skills:

Mutual Funds
401K
Investments
Investment Advisory
Start Ups
Retirement
Management
Retirement Planning
Asset Allocation
Finance
Pensions
Financial Services
Wealth Management
Portfolio Management
Employee Benefits
Erisa
Asset Management
Retirement Plan Consulting
Series 7
Financial Advisory
Investment Strategies
Series 63
Alternative Investments
Defined Contribution
Investment Management
Securities
Defined Benefit
Due Diligence
Strategy
Consulting
Wealth
Business Planning
Iras
Asset Managment
Fixed Annuities
Financial Planning
Deferred Compensation
Strategic Financial Planning
New Business Development
Trading