Lee Bolnick
VP - Life Insurance Investment Products Specialist
- Role
- Vp- Life Insurance Investment Products Specialist (Central Division) at J.P. Morgan Private Bank
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lee Bolnick
Experienced Insurance Wholesaler with a demonstrated history of working in the insurance industry. Skilled in Sales, Retirement Planning, Estate Planning, Risk Management, and Mutual Funds.
Experience
Vp- Life Insurance Investment Products Specialist (Central Division)
Jan 2023 — Present · Houston, TX, US
Education
University of Michigan
BA, Economics, History
1995 — 1998
Skills
- Series 7
- Investments
- Estate Planning
- Cfa Charter
- Retirement Planning
- Term Life Insurance
- Fixed Annuities
- Long-Term Care
- Disability Insurance
- Mutual Funds
- Risk Management
- Sales
- Series 6
- Insurance
- Loma 281
- Trading
- Hs 311
- Retirement
- Management
- Strategic Financial Planning
- Loma 291
- Wealth Management
- Series 63
- Marketing
- Life & Health Licenses
- Financial Planning
- Portfolio Management
- Start-Ups
- Leadership
- Life Insurance
- Finance
- Financial Services
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