Mary Beth Velzy
Financial Services Professional helping individuals and business owners to create, build and preserve wealth
- Role
- Financial Services Professional at New York Life
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Mary Beth Velzy
After finishing my college education, I thought I was going to be a buyer in the fashion…
Experience
Financial Services Professional
Oct 2011 — Present
Education
IFA Paris
COC
1985 — 1985
Skills
- 401(K) Rollovers
- Competitive Analysis
- Negotiation
- Sales
- Education Funding Strategies
- Customer Service
- Investments
- Account Management
- Project Management
- Branding & Identity
- Business Development
- Strategy
- Training
- New Business Development
- Annuity Sales
- Networking
- Licensed in Long Term Care Insurance
- Financial Services
- Ira Rollovers
- Retirement Planning
- Supplements to Employee Benefits
- Marketing Strategy
- Retail
- Small Business
- Life Insurance Strategies
- Fmcg
- Insurance
- Leadership
- Employee Benefits
- Building Relationships
- Marketing Communications
- Strategic Planning
- Brand Development
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