Chris Lee

Financial Services Professional at NYLIFE Securities LLC

Role: Financial Services Professional at New York Life
Location: Fairfax, VA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Chris Lee

As Financial Services Professional of NYLIFE Securities LLC, I offer a variety of…

Experience

Financial Services Professional
New York Life
Mar 2016 — Present

Education

Drexel University
Bachelor of Science (BS)

Skills

Investments
Cold Calling
Estate Planning
Sales Management
Retirement Planning
Personal Finance
Fixed Annuities
401k Rollovers
Negotiation
Business Exit Strategy
Sales
Automotive
Lifetime Income Strategies
Mutual Funds
Risk Management
Wealth Accumulation
Variable Annuities
Account Management
Wealth Transfer Strategies
Customer Satisfaction
New Business Development
Education Funding Strategies
Sales Operations
Customer Retention
Asset Protection
Customer Service
Wealth Preservation Planning
Multi-Generational Planning
Direct Sales
Selling
Life Insurance
Sales Process
Financial Services

Contact information

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

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About Chris Lee

Experience

Financial Services Professional

Education

Drexel University

Skills

Find verified contacts for anyone on LinkedIn