Harriet A Spear

Harriet Spear

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Position:

Financial Services Professional at NYLIFE Securities

Location:

Greater Nashville Area

Industry:

Financial Services

Work:

NYLIFE Securities since Jul 2002
Financial Services Professional
New York Life Insurance Company & NYLIFE Securities 2002 - 2010
Agent & Registered Representative
CNA Jan 1999 - Jan 2002
AVP, Marketing

Education:

The University of Connecticut 1976 - 1978
MBA, FinanceWorked full-time, attended evening classes taught by UCONN professors at Western Connecticut State College in Danbury. University of Delaware 1968 - 1972
BA, American Studies

Skills:

planning
identifying financial issues
and gaps and finding solutions to close those gaps
asset protecion and growth

Financial Services Professional At New York Life Insurance Co. & Nylife Securities

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Position:

Financial Services Professional at New York Life Insurance Co. & NYLIFE Securities

Location:

Greater Nashville Area

Industry:

Insurance

Work:

New York Life Insurance Co. & NYLIFE Securities since Sep 2002
Financial Services Professional
CNA Insurance Jan 1999 - Jan 2002
AVP Underwriting & Marketing

Education:

The University of Connecticut 1973 - 1976
MBA, Finance, Economics University of Delaware 1968 - 1972

Agent

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Location:

6512 Radcliff Dr, Nashville, TN 37221

Work:

New York Life Insurance Company Sep 1, 2002 - Dec 11, 2016
Agent
Nylife Securities Llc Mar 1, 2002 - Dec 11, 2016
Financial Services Professional
Cna Insurance Jan 1, 1999 - Jan 1, 2002
Assistant Vice President Underwriting and Marketing

Education:

University of Delaware 1968 - 1972
Bachelors, Bachelor of Arts, American Studies The University of Connecticut
Master of Business Administration, Masters, Economics, Finance

Skills:

Estate Planning
Business Exit Strategies
401 Rollovers
Fixed Annuities
Wealth Preservation Planning
Insurance
Retirement Planning
Iras
Investments
Multi Generational Planning
Strategic Planning
Financial Services
Life Insurance
Lifetime Income Strategies
Gifting Strategies
Buy Sell Agreements
Wealth Transfer Strategies
Grandchild Gifting
Long Term Care Insurance
Succession Planning
Personal Finance
Retirement
Annuity Sales
Key Person Protection
Legacy Planning

Languages:

English

Harriet Spear

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