Peter van Alstine

Peter van Alstine

Registered Representative @New York Life

New York, NY, US
MOBILE NUMBERS
+19•••••••74

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WORK HISTORY

Nov 2024 — Present

Registered Representative @New York Life

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New York, NY, US

Coach individuals, families, and business owners on financial strategies with Annuity, Asset Management, and Insurance products.• Collaborate with a top-tier team of financial professionals to challenge the status quo and meet clients\' short and long-term financial goals.• Maintain long-term client relationships by honestly addressing their financial needs.

EDUCATION

1987 — 1991

Western Michigan University

Bachelor of Science (B.S.), Printing Marketing / Management

SKILLS

Business Process ImprovementDirect SalesFinancial AnalysisB2bDirect MarketingInternational SalesContract NegotiationSellingStart-UpsKey Account ManagementMarketingBusiness DevelopmentCrmSalesforce.comLead GenerationPrint ManagementStrategic PartnershipsCustomer Relationship Management (Crm)LeadershipMergers & AcquisitionsNew Business DevelopmentAccount ManagementCustomer ServiceSalesOffset PrintingSales ManagementProcess ImprovementCross-Functional Team LeadershipMarketing StrategySolution SellingStrategy

ABOUT PETER VAN ALSTINE

Steering individuals and businesses towards fiscal prosperity with New York Life, I harness my FINRA Series 66 and Series 7 certifications to offer tailored Annuity, Insurance, Asset Management and 401(k) Rollover solutions. Equipped with this specialized knowledge, my focus remains on forging lasting relationships through transparent financial strategies.New York Life\'s elite cadre of financial professionals underscores a commitment to challenging the status quo, ensuring clients\' financial objectives are exceeded through innovative strategies and dedicated service.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.New York Life Insurance Company1963 State Route 34, Building BWall, New Jersey 07••••••••74

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