Karen Friedmann
Financial Professional at New York Life
- Role
- Financial Professional at New York Life
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Karen Friedmann
I’m Karen Friedmann — a Financial Professional based in the Bay Area with a perspective shaped by both professional and personal experience.During my 23 years at UPS, I advanced from operations to Senior Sales Executive, gaining a deep understanding of the compensation structures common across the logistics, supply chain, and package delivery industry. That insight extends to UPS’s biggest competitors, like FedEx, where equity programs such as RSUs, quarterly bonuses, and the tax challenges tied to them mirror what I’ve navigated firsthand. Today, I help senior professionals in these industries optimize their compensation, improve tax efficiency, and build long-term financial strategies.On a personal level, I also know the realities of financial planning after loss. As a sole parent following the sudden passing of my husband — who served in law enforcement — I bring empathy and first-hand knowledge of the benefits, retirement systems, and lifestyle considerations unique to LEO families.My mission is to be a resource, a trusted partner, and a fresh perspective — helping you make confident financial decisions with clarity and purpose.As a licensed financial professional of New York Life Insurance Company, I 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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any 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. I am not licensed in all jurisdictions.
Experience
Financial Professional
Aug 2025 — Present · US
Education
San José State University
Behavioral Sciences
Skills
- Negotiation
- Account Management
- Operations
- Contract Negotiations
- Customer Relations
- Logistics
- Consultative Selling
- Sales Operations
- Contract Negotiation
- Selling
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