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Clu Shannon Berry Cfp

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Clu Shannon Berry Cfp

Vice President, Advanced Planning & Sales Development | Ameritas

Lincoln, Nebraska, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Clu Shannon Berry Cfp

Work Experience

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Vice President, Advanced Planning & Sales Development at

Ameritas

September 2023 - Present

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Vice President, Advanced Solutions & Design at

Ameritas

April 2023 - November 2023

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Certified Financial Planner at

Insource Financial Services

May 2022 - April 2023

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VP, Operations & Development at

Ameritas

November 2017 - May 2022

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Regional Vice President, Agency Relationship Manager - Wealth Management at

Ameritas

December 2015 - November 2017

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Director, Internal Sales Development at

Ameritas Life Insurance

July 2011 - December 2015

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Business Development Consultant at

Ameritas Investment

April 2008 - July 2011

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Regional Sales Consultant at

Unifi Retirement Plans

January 2007 - January 2008

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Sales at

Ameritas Investment

January 1998 - January 2007

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Marketing Rep/Wholesaler at

Ameritas Variable Life Insurance Company

January 2000 - January 2005

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Clu Shannon Berry Cfp

Education

Bellevue University, Bachelor Of Science (B.S.)

January 2000 - January 2001

University of Nebraska-Lincoln

January 1997 - January 1999

Creighton University

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

mail

******@ameritas.com

Colleagues

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Nicole Wallstrom

Regional Vice President

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Scott Hankard

Regional Vice President of Sales

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Scott Renard

Vice President Retirement Plans Actuarial

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Stephanie Stearley

Vice President, Group Customer Connections & Operations

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Angelo De Jesus

2nd Vice President, Wealth Management & Investment Services

Ann Diers

Vice President and Associate General Counsel

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Gail Garcia

Vice President, Group Compliance Officer

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April Rimpley

Senior Vice President Human Resources

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Barry Newman

Regional Vice President – Retirement Plans

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Gerald Herbert Cpa

SVP Risk and Compliance

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