| Name | Title | Contact Details |
|---|---|---|
Andrew Whiting |
Senior Vice President and Chief Sales Officer | Profile |
Jeffrey Gibson |
Vice President Sales Strategy | Profile |
Catherine Leggett |
Senior Vice President of Human Resources and Chief Human Resources Officer | Profile |
Regina Wharton |
Senior Vice President and Chief Human Resources Officer | Profile |
Athena Technologies Inc is a Newport Beach, CA-based company in the Financial Services sector.
Ocala Community Credit Union is a Ocala, FL-based company in the Financial Services sector.
At AIP Solutions, communication is paramount, with our clients and within our company. Your telephone calls to AIP Solutions are important, which is why our team makes every effort to return phone calls the same day. We also assign a Dedicated Relationship Manager (DRM) to every account, so you always have a direct person to contact and they will also keep track of your accounts. The DRM also keeps our clients informed of their accounts by customizing reports based on our clients` needs. Clients can choose from daily, weekly or monthly reports.
As a company, RetireUp offers registered representatives and RIAs a way to add value by providing clients with essential consultation and guidance. RetireUp transforms client conversations into the centerpiece of the Retirement Income Story – with compelling discussions around the full picture of defined income (Social Security, variable annuities, fixed index annuities, pensions) and other assets.