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Clu Shannon Berry Cfp
Clu Shannon Berry Cfp
Vice President, Advanced Planning & Sales Development | Ameritas
Lincoln, Nebraska, United States
Clu Shannon Berry Cfp
Summary
Clu Shannon Berry is a seasoned financial professional specializing in life insurance and advanced planning strategies. With a strong background in financial services, he currently serves as Vice President of Advanced Planning & Sales Development at Ameritas, where he leads innovative planning solutions for clients. Shannon has cultivated extensive expertise in various financial domains, including retirement planning, asset management, and employee benefits. His educational journey includes a Bachelor of Science in Business from Bellevue University and the prestigious CLU designation from The American College of Financial Services. Shannon is known for his commitment to client-centric approaches and has a proven track record in leadership roles within the insurance industry. He has consistently demonstrated an ability to adapt to changing market dynamics while maintaining a focus on client needs. His passion for financial education and planning makes him a trusted advisor in the field.
Clu Shannon Berry Cfp
Work Experience
Vice President, Advanced Planning & Sales Development at
Ameritas
September 2023 - Present
Vice President, Advanced Solutions & Design at
Ameritas
April 2023 - November 2023
Certified Financial Planner at
Insource Financial Services
May 2022 - April 2023
VP, Operations & Development at
Ameritas
November 2017 - May 2022
Regional Vice President, Agency Relationship Manager - Wealth Management at
Ameritas
December 2015 - November 2017
Director, Internal Sales Development at
Ameritas Life Insurance
July 2011 - December 2015
Business Development Consultant at
Ameritas Investment
April 2008 - July 2011
Regional Sales Consultant at
Unifi Retirement Plans
January 2007 - January 2008
Sales at
Ameritas Investment
January 1998 - January 2007
Marketing Rep/Wholesaler at
Ameritas Variable Life Insurance Company
January 2000 - January 2005
Clu Shannon Berry Cfp
Education
Bellevue University, Bachelor Of Science (B.S.)
January 2000 - January 2001
University of Nebraska-Lincoln
January 1997 - January 1999
January 1989 - January 1990
schuyler central high school
January 1985 - January 1989
schuyler central high school
January 1985 - January 1989
The American College of Financial Services, Clu
Frequently Asked Questions about Clu Shannon Berry Cfp
What is Clu Shannon Berry Cfp email address?
Clu Shannon Berry Cfp's primary email address is ******@ameritas.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Clu Shannon Berry Cfp work for?
Clu Shannon Berry Cfp is a Vice President, Advanced Planning & Sales Development at Ameritas, a company specializing in Insurance agents, brokers, & service.
Where Clu Shannon Berry Cfp graduated from?
Clu Shannon Berry Cfp holds a degree in Business, Management, Marketing, And Related Support Services from Bellevue University.
How can I directly contact Clu Shannon Berry Cfp?
To contact Clu Shannon Berry Cfp directly, you can use the email address ******@ameritas.com. Complete contact information is available upon registration with Muraena.
Who is Clu Shannon Berry Cfp?
Clu Shannon Berry is a seasoned financial professional specializing in life insurance and advanced planning strategies. With a strong background in financial services, he currently serves as Vice President of Advanced Planning & Sales Development at Ameritas, where he leads innovative planning solutions for clients. Shannon has cultivated extensive expertise in various financial domains, including retirement planning, asset management, and employee benefits. His educational journey includes a Bachelor of Science in Business from Bellevue University and the prestigious CLU designation from The American College of Financial Services. Shannon is known for his commitment to client-centric approaches and has a proven track record in leadership roles within the insurance industry. He has consistently demonstrated an ability to adapt to changing market dynamics while maintaining a focus on client needs. His passion for financial education and planning makes him a trusted advisor in the field.
Clu`s contact details
******@ameritas.com
Colleagues
Regional Vice President
Regional Vice President of Sales
Vice President Retirement Plans Actuarial
Vice President, Group Customer Connections & Operations
2nd Vice President, Wealth Management & Investment Services
Vice President and Associate General Counsel
Vice President, Group Compliance Officer
Senior Vice President Human Resources
Regional Vice President – Retirement Plans
SVP Risk and Compliance