Lorenzo McNulty

Licensed Agent with New York Life helping individuals and business owners to create, build, and preserve wealth.

Role
Licensed Financial Professional at New York Life
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lorenzo McNulty

As a licensed Agent of New York Life Insurance Company I offer a variety of products that…

Experience

  1. Licensed Financial Professional

    New York Life

    Jul 2025 — Present · Ballantyne, NC, US

    Most people think wealth is only about making money. The truth? It’s about protecting it, growing it, and making sure it lasts long after you’re gone. That’s where I come in.I work with individuals, families, and business owners who want to stop wondering if they’re “doing it right” and finally put a strategy in place that builds confidence, cash flow, and legacy.Here’s how I help my clients win: • Clarity – Simple strategies that take the mystery out of life insurance, retirement, and wealth transfer • Protection – Safeguarding income, family, and business from the unexpected • Growth – Building wealth that works for you now and creates a lasting legacy for those you loveIf you’ve ever thought “I should be further ahead by now” or “I don’t want to leave my family unprepared,” then you’re exactly the kind of person I serve.I don’t just sell policies—I guide people like you into financial strategies that create peace of mind today and prosperity tomorrow.

Education

  • The University of Southern Mississippi

    ACS Chemistry

  • Columbia Business School

    Digital Marketing: Customer Engagement, Social Media, Planning & Analytics

  • University of North Carolina at Charlotte

    Bachelor of Arts (B.A.), Business Administration and Management, General

Skills

  • Inventory Management
  • Salesforce.com
  • Selling
  • Cold Calling
  • Voip
  • Sales Operations
  • Customer Retention
  • Customer Service
  • Marketing
  • Wireless
  • Direct Sales
  • Management
  • Human Resources
  • Account Management
  • Sales
  • Telecommunications
  • Training
  • Customer Satisfaction
  • Solution Selling

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Lorenzo McNulty — Licensed Financial Professional at New York Life in Charlotte, NC, US | Unifers