Paul Sullivan

Financial Services Professional helping individuals and business owners to create, build, and preserve wealth.

Role: Agent at New York Life Insurance Company at New York Life
Location: Suffolk County, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Paul Sullivan

Highly adept financial services professional specializing in outstanding customer…

Experience

Agent at New York Life Insurance Company
New York Life
Apr 2024 — Present · Bridgewater, MA, US
Agent licensed to sell insurance through New York Life Insurance Company

Skills

Pensions
401k
Financial Services
Retirement Planning
Series 63
Retirement
Investments
401(K) Retirement Savings Plans
Asset Allocation
Mutual Funds
Taft-Hartley
Series 6
Series 7
Leadership

Contact information

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Work email
•••••@nyl.co
Personal email
•••••@•••••.com
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Current company

New York Life

Financial Services · 38K employees · New York, New York, United States

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia

nyl.co

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About Paul Sullivan

Experience

Agent at New York Life Insurance Company

Skills

Find verified contacts for anyone on LinkedIn