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
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
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