Mike Obearle

Recordkeeper Direct Implementation Coordinator

San Antonio, Texas Metropolitan Area

About

Retirement Plans Implementation Coordinator for the American Funds Retirement Division. Specializing in coordination of 401k plan installations with Financial Professionals, Third Party Administrators, Plan Sponsors and Prior Recordkeepers to ensure a smooth transition of 401ks assets to The American Funds.

Experience

  • Advisor Marketing Rep specializing in retirement plans at American Funds
    Jun 1998 - Present · 28 yrs 1 mo

    Specializing in The American Funds 401K retirement planning products. Series 6 and 63 licensed.