Stephen Truso, CFP®, ChFC®, CLU®, RICP®, CISP in

Stephen Truso, CFP®, ChFC®, CLU®, RICP®, CISP

Examiner · DISC type cs
Senior Vice President, Business Development & National Account Manager at Benefit Bank Distributors, Inc
📍 St Paul, Minnesota, United States

Stephen is the Senior Vice President of Business Development at Benefit Bank Distributors, a leading independent provider of life and annuity solutions. An alumnus of the University of St. Thomas, his expertise is highlighted by certifications like Retirement Income Certified Professional and Certified Retirement Counselor.

Beyond his extensive career in financial services, Stephen has a notable interest in the US Navy. This points to a personal appreciation for military history, naval affairs, or veteran support, adding a unique dimension to his professional profile.

Unique fact: He is a Retirement Income Certified Professional (RICP®).

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Experience
22 Years
Current Role
Senior Vice President, Business Development & National Account Manager
Job Level
Leadership
Location
St Paul, Minnesota, United States
Personality Overview

How Stephen shows up

Late Adopter
Overcautious
Status Quo Seeker

They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

Priorities

Topics Stephen cares about

Retirement Income
Holds both the Certified Retirement Counselor and Retirement Income Certified Professional designations, showcasing a specialized focus on creating sustainable income for retirees.
Annuity Solutions
His firm is the number one independently owned provider of annuity solutions, placing him at the center of this product market.
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Career

Work history

1-2025
Senior Vice President, Business Development & National Account Manager
Benefit Bank Distributors, Inc
1-2003 - 1-2025
Senior Vice President
U.S. Bancorp Investments, Inc.
1-2003 - 7-2010
Vice President
U.S. Bancorp Investments, Inc.
Life Insurance Product Manager
Securian Financial
Director
SPIRE Credit Union
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1977 - 1981
BA
University of St. Thomas
Financial Planning and Services
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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