Katherine

About Katherine

New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those want to take this path. The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal and business planning. Description of activities and responsibilities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing clients information making product recommendations and providing ongoing service. If you are interested in becoming a financial services professional, please contact me at: k•••••••@newyorklife.comNew York Life Insurance CompanyNYLIFE Securities, San Clemente Drive, Suite 250Newport Beach, CA 92660Mobile:(90••••••87New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

Experience

1. Partner

   New York Life

   Feb 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 financial strategies to support families, individuals, and business owners to achieve financial goals.

Education

• Chapman University

  Master of Business Administration (M.B.A.), Business Administration and Management, General

  2015 — 2016

• Chapman University

  Bachelor of Business Administration (BBA), Emphases: Marketing, Management, and Finance with a Minor in Leadership Studies

  2011 — 2015