Join this event as Drew Dokken, Senior Institutional Marketing Manager at WealthVest, and Tim Pierotti, WealthVest's Chief Investment Strategist, interview Dr. Col. Jeff McCausland about a variety of geopolitical risks and conflicts.
Jeffrey McCausland is a former Carnegie Council Senior Fellow. He is the founder and CEO of Diamond6 Leadership and Strategy, LLC
Senior Institutional Marketing Manager at WealthVest
Drew completed his master’s in international business at Hult University in San Francisco
in 2016. He has been with the WealthVest Marketing department for eight years, during
which time he worked on various aspects of annuity marketing and...
Tim has over 25 years of experience in various aspects of the equities business. Prior to joining
WealthVest, Mr. Pierotti spent seven years in Equity Research management roles at Deutsche Bank and most recently at BMO where he was a Managing...
Dr. McCausland is a retired Colonel from the U.S. Army and former Dean of Academics at the U.S. Army War College. He was a Visiting Professor of International Law and
Diplomacy at the Penn State Dickinson School of Law and Graduate School of...
WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.