Larry Bourget Bio 2016 RPD1141

RPD1141 Larry Bourget has been a regional wholesaler since 1997 and manages the Mid-Atlantic territory including District of Columbia, Virginia, Maryland, North Carolina, and South Carolina. With over 25 years of experience in the retirement plan industry, he is responsible for managing relationships with investment professionals. His vast experience has included roles with Paychex, Transamerica, Nationwide Financial, Smith Barney-CitiStreet, and MFS. Along with seven years in administration and compliance, Larry has 19 years of expertise consulting with financial advisors and employers. Larry helps financial advisors with appropriate retirement plan solutions for small and mid-sized companies. Larry Bourget Regional Sales Director Mutual of Omaha Retirement Services 3300 Mutual of Omaha Plaza Omaha, NE 68175 919-706-3494 lbourget@mutualofomaha401k.com Larry's sales partner Ryan Clark 614-547-8116 [email protected] Here is what Larry does for you: Retirement plan analysis and strategy Presentations to retirement plan sponsors Business-building seminars Client seminars and workshops Industry and product training Larry holds a Bachelors of Science in Accounting from Bentley University of Massachusetts. He holds a Series 6 & 63 licenses along with the AIF designation from the Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. He is a Registered Representative of Mutual of Omaha Investor Services, Inc., Member FINRA/SIPC.

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Transcript of Larry Bourget Bio 2016 RPD1141

RPD1141

Larry Bourget has been a regional wholesaler since 1997 and manages the Mid-Atlantic territory including District of Columbia, Virginia, Maryland, North Carolina, and South Carolina. With over 25 years of experience in the retirement plan industry, he is responsible for managing relationships with investment professionals.

His vast experience has included roles with Paychex, Transamerica, Nationwide Financial, Smith Barney-CitiStreet, and MFS. Along with seven years in administration and compliance, Larry has 19 years of expertise consulting with financial advisors and employers.

Larry helps financial advisors with appropriate retirement plan solutions for small and mid-sized companies.

Larry BourgetRegional Sales Director

Mutual of Omaha Retirement Services 3300 Mutual of Omaha Plaza Omaha, NE [email protected]

Larry's sales partner

Ryan [email protected]

Here is what Larry does for you:

Retirement plan analysis and strategy

Presentations to retirement plan sponsors

Business-building seminars

Client seminars and workshops

Industry and product training

Larry holds a Bachelors of Science in Accounting from Bentley University of Massachusetts. He holds a Series 6 & 63 licenses along with the AIF designation from the Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. He is a Registered Representative of Mutual of Omaha Investor Services, Inc., Member FINRA/SIPC.