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
About Lorenzo McNulty
As a licensed Agent of New York Life Insurance Company I offer a variety of products that…
Experience
Licensed Financial Professional
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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