Jennifer Williamson
Insurance and Financial Services Professional with Wood Legacy Group | Trusted Partner | Customer Service
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Jennifer Williamson
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.I am not licensed in all jurisdictions. CA Lic.#43•••77Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Wood Legacy Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Wood Legacy Group is not owned or operated by New York Life Insurance Company or its affiliates.5005 Lyndon B Johnson Freeway #1600Dallas, TX 75••••••••12
Experience
Financial Services Professional
Jul 2024 — Present
Registered Representative offering securities products and services through NYLIFE Securities LLC.
Education
University of Kentucky
Bachelor of Arts - BA, Education - Kinesiology: Exercise Science with a Business Concentration
Louisiana State University
Master of Science - MS, Education - Sports Management
Skills
- Sales Management
- Food
- Pricing
- Account Management
- Sales
- Negotiation
- New Business Development
- Forecasting
- Catering
- Food Service
- Strategic Planning
- Food Industry
- Key Account Management
- Purchasing
- Customer Service
- Business Development
- Inventory Management
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