Kellie Wallace

Client Relationship Manager at M Benefit Solutions - Portland, OR, US

Kellie Wallace's Contact Details
HQ
503-238-1813
Location
Portland,Oregon,United States
Company
M Benefit Solutions
Kellie Wallace's Company Details
M Benefit Solutions logo, M Benefit Solutions contact details

M Benefit Solutions

Portland, OR, US • 100 - 249 Employees
Financial Services

For nearly 50 years, M Benefit Solutions has been helping companies develop executive benefit and funding strategies that address their business goals and deliver an advantage in a competitive talent marketplace—earning the trust of advisors, key employees, companies, and financial institutions along the way.Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC, M Benefit Solutions and M Holdings Securities, Inc are affiliated companies.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional.The testimonials/ recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.

Nonqualified Deferred Compensation Plans Supplemental Executive Retirement Plans Split-Dollar & Supplemental Life Insurance Corporate-Owned Life Insurance Bank-Owned Life Insurance Director Compensation & Benefits Bonus 162 Employer-Owned Life Insurance Split-Dollar & Supplemental Life Insurance Director Compensation & Benefits Financial Services Financial Advisory Services Consulting Business Services
Details about M Benefit Solutions
Frequently Asked Questions about Kellie Wallace
Kellie Wallace currently works for M Benefit Solutions.
Kellie Wallace's role at M Benefit Solutions is Client Relationship Manager.
Kellie Wallace's email address is ***@mben.com. To view Kellie Wallace's full email address, please signup to ConnectPlex.
Kellie Wallace works in the Financial Services industry.
Kellie Wallace's colleagues at M Benefit Solutions are Evan Boals, Tambi Holm, Ronnie Phin, Scott Van Blarcom, Jordan Shelton, Frank Cappuccio, Steve Shearer and others.
Kellie Wallace's phone number is 503-238-1813
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