Financial Services Professional at NYLIFE Securities LLC, Licensed Agent at New York Life Insurance Company
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work:
NYLIFE Securities LLC - 6320 Canoga Ave., Suite 900, Woodland Hills, CA 91367 since Oct 2012
Financial Services Professional
New York Life Insurance Company - 6320 Canoga Ave., Suite 900, Woodland Hills, CA 91367 since Nov 2011
Licensed Agent
Gizmo Dorks Feb 2011 - Aug 2011
Project Coordinator
California Benefit Planners Nov 2009 - Jan 2011
Administrator
Pacific IPA Nov 2005 - Jan 2010
Project Coordinator
Education:
Tulane University 2000 - 2004
BS, Computer Science, Math
Skills:
HTML Microsoft Office Windows SQL CSS 401k Rollovers Annuity Sales Estate Planning Insurance Gifting Strategies Key Person Protection Legacies Licensed Life Insurance Agent Multi-generational Planning Multi-generational wealth transfer Multi-tasking Skills Thought Leadership Time Management Protection Planning/family Security Wealth Preservation Planning
Interests:
NBA Basketball, Basketball, Travel, Professional Networking
Languages:
Chinese
Certifications:
Resident Insurance Producer, California Department of Insurance