Tek Chang

Financial Services Professional at New York Life Insurance Company

Role
Financial Services Professional at New York Life
Location
Atlanta, GA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Tek Chang

Things happen in life for a reason. Read a book for a book report in Grade School on the…

Experience

  1. Financial Services Professional

    New York Life

    Mar 2012 — Present · Atlanta, GA, US

    Provide integrated advice on Insurance, Investments and Taxes that increases the probability that good things will happen in your life.

Skills

  • Investments
  • Succession Planning
  • Erisa
  • 401k Rollovers
  • Investment Strategies
  • Licensed Long Term Care
  • Portfolio Management
  • Program Management
  • Currency Futures
  • Financial Services
  • Insurance
  • Sep Ira
  • Variable Annuities
  • Buy-Sell Agreements
  • Credit
  • Estate Planning
  • Budgets
  • Finance
  • Equity Trading
  • 403 B
  • 404 Compliance
  • Bonds
  • Banking
  • Mutual Funds
  • Risk Management
  • Key Person Insurance
  • Iras
  • Dunn & Bradstreet
  • Foreign Exchange
  • Foreign Currency
  • Roth Ira
  • Simple Ira
  • Municipal Bonds
  • Financial Risk
  • Business Credit
  • Pension Funds
  • Financial Planning
  • Financial Analysis
  • Due Diligence
  • Long Term Care Insurance

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Tek Chang — Financial Services Professional at New York Life in Atlanta, GA, US | Unifers