Andreas P. Kokkinos
Wealth Management & Insurance Product Expert | Optimize Product Platforms Through Process Improvements & Collaboration
- Role
- Vice President Senior Supervisory Principal at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Andreas P. Kokkinos
With twenty plus years of experience in the wealth management business, I bring a comprehensive understanding of the ever-changing insurance and investment product distribution challenges faced by financial institutions in both the bank and wirehouse distribution channels. Professional experience spanning across strategic and analytical roles in insurance product due diligence, program management, risk management, and compliance. I embrace change and have a curiosity that allows me to take on personally challenging projects, then work diligently and in collaboration with key internal and external partners to deliver results.Accomplishments:• Track record of helping financial Institutions manage, build or re-engineer insurance product programs, improving the end-to-end insurance sales process while managing costs.• Optimize insurance product offerings by leveraging insurance product expertise, understanding of the competitive landscape, and ability to navigate through intricate due diligence processes to gain management and product committee approvals.• Significant background in addressing regulatory, compliance, business, and reputational risk issues relating to the distribution of Insurance and Annuity products through close collaboration with internal stakeholders, insurance carrier partners, and third-party insurance agencies.• Financial planning and consultative sales background. Extensive experience in providing financial planning solutions relating to income protection, retirement planning, estate planning, and wealth transfer.Open to new career opportunities and consulting assignments. You may contact me at “a••••••••@live.com”Skills:Insurance & Annuity Product Expertise | Insurance Regulatory Environment | Insurance Program Management | Comprehensive Financial Planning | Wealth Management | Relationship Management | Consultative Selling | Estate Planning | Retirement Planning | Business Planning | Advanced Insurance Sales Concepts | Cross Business Collaboration | Self Driven | Working Independently | Working with Limited Resources | Training | Coaching | Vendor Management | Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Professional Designations, Licenses/Regulatory Examinations:CFP® | CLU | Life, Accident & Health | Series 7 | Series 24 |Series 65 | Series 63
Experience
Vice President Senior Supervisory Principal
Aug 2020 — Present · New York, NY, US
Education
Baruch College
BBA
Pace University - Lubin School of Business
MBA
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