Jeff Frank
Registered Representative at NYLIFE Securities LLC
- Role
- Agent at New York Life
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Jeff Frank
As a licensed Agent of New York Life Insurance Company I offer a variety of products that…
Experience
Agent
Dec 2012 — Present · Boston, MA, US
Agent licensed to sell insurance through New York Life Insurance Company.
Education
Babson College
Finance/Investments
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Skills
- Insurance
- Succession Planning
- Securities
- Mutual Funds
- Estate Planning
- Relationship Management
- Management
- Process Improvement
- Financial Services
- Wealth Preservation Planning
- Life Insurance
- Finance
- Investments
- 401(K) Rollovers
- Retirement Planning
- Asset Protection
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