Anthony P.

Entrepreneur

Role: Financial Services Professional at New York Life
Location: San Bernardino, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Services Professional
New York Life
Apr 2024 — Present · Glendale, CA, US
Assisted young families and individuals in planning for their financial futures through tailored life insurance solutions. • Engaged with business owners to provide strategic rollover options that align with their financial goals. • Developed strong relationships with clients, ensuring their needs were met with personalized service.

Education

California State Polytechnic University-Pomona
Bachelor's degree, Finance

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@nyl.co
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

New York Life

Financial Services · 38K employees · New York, New York, United States

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia

nyl.co

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Financial Services Professional

Education

California State Polytechnic University-Pomona

Find verified contacts for anyone on LinkedIn