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Allan Oehrlein

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Allan Oehrlein

Business Development Vice President | USA Financial

Overland Park, Kansas, United States

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Allan Oehrlein

Summary

Allan Oehrlein is a dedicated professional in the financial services industry, specializing in helping financial advisors and registered investment advisors (RIAs) optimize their practices for better work-life balance. With over a decade of experience in various roles, including business development and account management, he has a proven track record of driving growth and operational efficiency. Allan's expertise spans across 401k plans, annuities, and retirement planning, making him a valuable resource for those looking to enhance their financial offerings. He has worked with a range of organizations, from startups to established firms, showcasing his adaptability in different environments. Allan is passionate about empowering financial professionals to achieve their goals and navigate the complexities of the financial landscape.

General

Generalist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Allan Oehrlein

Work Experience

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Business Development Vice President at

USA Financial

October 2019 - Present

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Regional Account Manager at

AMS Financial Solutions Group

December 2013 - October 2019

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Senior Regional Wholesaler - Minnesota, North Dakota, South Dakota at

Ing

June 2011 - December 2013

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Internal Wholesaler - West Coast at

Highland Capital Holding Corporation

January 2011 - June 2011

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Internal Wholesaler at

ING Nederland

January 2007 - December 2010

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Allan Oehrlein

Education

THE AMERICAN COLLEGE

January 2011 - January 2013

Frequently Asked Questions about Allan Oehrlein

What is Allan Oehrlein email address?

Allan Oehrlein's primary email address is *********@usafinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Allan Oehrlein work for?

Allan Oehrlein is a Business Development Vice President at USA Financial, a company specializing in Functions related to depository banking.

Where Allan Oehrlein graduated from?

Allan Oehrlein holds a degree in Financial Planning And Services from THE AMERICAN COLLEGE.

How can I directly contact Allan Oehrlein?

To contact Allan Oehrlein directly, you can use the email address *********@usafinancial.com. Complete contact information is available upon registration with Muraena.

Who is Allan Oehrlein?

Allan Oehrlein is a dedicated professional in the financial services industry, specializing in helping financial advisors and registered investment advisors (RIAs) optimize their practices for better work-life balance. With over a decade of experience in various roles, including business development and account management, he has a proven track record of driving growth and operational efficiency. Allan's expertise spans across 401k plans, annuities, and retirement planning, making him a valuable resource for those looking to enhance their financial offerings. He has worked with a range of organizations, from startups to established firms, showcasing his adaptability in different environments. Allan is passionate about empowering financial professionals to achieve their goals and navigate the complexities of the financial landscape.

Allan`s contact details

mail

*********@usafinancial.com

Colleagues

Alan Meyers

Chief Executive Officer

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Steven Liverance

Chief Human Capital Officier

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David Radde

Vice President of Advisor Transitions and Marketing

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Dawn Thomason

Chief Compliance Officer

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Bruce Wisler

Business Development Vice President

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Ricp Mike Frantz

Director of Advanced Planning

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Mark Mersman

Chief Marketing Officer

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