In this new position, Testa is responsible for developing 401(k) plan business through brokers, financial advisers, consultants, wire houses and third-party administrators. He reports to Scott Barnett, Midwest regional vice president.
Prior to joining Great-West, Testa spent more than 10 years with OppenheimerFunds, most recently serving as vice president and retirement plan consultant. Earlier, he was a senior pension analyst with Mutual of Omaha.
Testa earned a bachelor’s degree in business administration from Adelphi University. He holds NASD Series 6, 7 and 63 licenses and a Chartered Retirement Plan Specialist (CRPS) designation.
« Survey Finds Retirement May Be a Thing of the Past