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Making the Most of Year-End Planning Conversations
PIMCO Education

Making the Most of Year-End Planning Conversations(video)

Making the Most of Year-End Planning Conversations

While clients expect investment management advice, they also need help with related areas, such as insurance and tax planning strategies, long-term care, and legacy planning. Here, John Nersesian, Head of Advisor Education, shares specific strategies to enhance planning conversations for more fruitful client engagement.

Steven Pogorelec

Global Wealth Management

Mr. Pogorelec is an executive vice president, divisional sales manager for the Western U.S., and a member of the U.S. global management team. He leads a team of account managers responsible for the distribution of investment solutions to financial intermediaries. Prior to joining PIMCO in 2012, he was an advisor consultant to financial advisors in the Northeast as a regional director at Invesco. Previously, he was the Northeast regional sales director in the investment management division at Morgan Stanley. He has 23 years of investment experience and holds an MBA from the Kellogg School of Management at Northwestern University and an undergraduate degree from Georgetown University.