Weston Osborn, Crpc®
About Weston Osborn, Crpc®
Weston Osborn, Crpc®, is an Internal Wholesaler currently employed at Transamerica in Denver, Colorado, where he has worked since 2019. He has a background in finance and accounting, holding a Bachelor of Business Administration from Stephen F. Austin State University.
Work at Transamerica
Weston Osborn has been employed at Transamerica as an Internal Wholesaler since 2019. He operates from Denver, Colorado, where he has accumulated over five years of experience in this role. His responsibilities include promoting and distributing financial products, collaborating with financial advisors, and providing support to clients. His tenure at Transamerica highlights his commitment to the financial services industry.
Previous Experience in Financial Services
Before joining Transamerica, Weston Osborn worked at OppenheimerFunds as an Internal Wholesaler for eight months in the Greater Denver Area from 2018 to 2019. He also held positions at AIG as an Internal Wholesaler for four years from 2014 to 2018 in Houston, Texas. His earlier roles include serving as a Financial Advisor at Merrill Lynch for four months in 2012 and at Ameriprise Financial Services, Inc. for one year from 2013 to 2014, both in the Houston area. Additionally, he worked as a 401(k) and Pension Administrator at Mercer from 2010 to 2012.
Education and Expertise
Weston Osborn earned a Bachelor of Business Administration (B.B.A.) degree in Accounting from Stephen F. Austin State University. His academic journey spanned from 2005 to 2010, providing him with a solid foundation in business principles and financial management. This educational background supports his expertise in the financial services sector.
Career Timeline
Weston Osborn's career in the financial services industry began after he completed his education. He started as a 401(k) and Pension Administrator at Mercer from 2010 to 2012, followed by a role as a Financial Advisor at Merrill Lynch in 2012. He then transitioned to Ameriprise Financial Services, Inc. in 2013. His experience continued to grow with a four-year tenure at AIG as an Internal Wholesaler before moving to OppenheimerFunds for eight months, and ultimately to his current position at Transamerica.