Location Boston, Massachusetts, United States Regions Greater Boston Area, East Coast, New England Gender Male
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Curt has over 25 years of experience in the Financial Services industry. In Curt’s current role as Head of Institutional Sales, he will partner with financial services companies to provide solutions that are fun and inspiring to advisors that will motivate clients to build financial plans.
Prior to joining PIEtech℠, he served as the President of
C Sharp Group, LLC, and as the head of the Relationship Management team for Symetra Financial. Curt’s previous experience also includes various Senior VP positions with Sun Life Financial, National Account Manager VP at MFS Financial Distributors Inc., Senior Project Manager of Annuities VP at the Dain Rauscher Corporation, National Programs Marketing Coordinator at Kemper Financial Services Inc., and Senior Sales Representative at Kemper Financial Service Inc. Curt has also served as an IRI board member and is licensed in security and insurance.
Curt received his B.A. from the University of Illinois, Champaign/Urbana, and also completed an Executive Training Program through Harvard’s Business School. He is an active volunteer member of his Boston, MA, community where he currently resides with his wife, Katy, and their four children.
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