Bruce

About Bruce

Seeking individuals who are interested in a defined career path leading into management opportunities or becoming financial/wealth advisers.If you are interested in becoming a financial professional, please contact me at: Bruce L•••••@newyorklife.comOffice:(71••••••10New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

Experience

1. Executive Partner

   New York Life

   Mar 2025 — Present

   My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring and retaining outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong agent field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®

Education

• University of California, Irvine

  B.A. Psychology and Social Behavior

Skills

• Licensed Life & Health Insurance Agent
• Interviews
• Project Planning
• High Pressure Situations
• Financial Services
• 401k
• Microsoft Office
• Sales
• Social Media Marketing
• Securities
• Public Speaking
• Estate Planning
• Microsoft Excel
• 457 Plans
• Fixed Annuities
• Financial Advisory
• Roth Ira
• Employee Benefits
• Marketing
• 403 B
• Critical Thinking
• Social Networking
• Business Planning
• Rollovers
• Municipal Bonds
• Iras
• Management
• Investments
• Insurance
• Brand Management
• Leadership
• Communications
• 401k Rollovers
• Time Management
• Entrepreneurship
• College Funding Strategies