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

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

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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

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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)

DISC behavioral profile

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