Financial Services Professional
Nylife Securities Llc
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David Bennett Email & Phone Number
Financial Services Professional
at
NYLIFE Securities LLC
3 phones found
area 714
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Services Professional
Location
Fullerton, California, United States
Who is David Bennett? Overview
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Quick answer
David Bennett is listed as Financial Services Professional at NYLIFE Securities LLC, based in Fullerton, California, United States. AeroLeads shows phone signal with area code 714 and a matched LinkedIn profile for David Bennett.
David Bennett previously worked as Financial Services Professional at Nlife Securities Llc and Financial Professional at Bennett Financial & Insurance Services. David Bennett holds Bachelor'S Degree, Human Services from Cal State Fullerton.
Company email context
Email format at NYLIFE Securities LLC
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NYLIFE Securities LLC
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Profile bio
About David Bennett
We 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. I am an Agent license to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. CA License #: 4355006I 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. Neither, Bennett Financial & Insurance Services nor New York Life Insurance Company, or its agents, provided tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Bennett Financial & Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates.1620 N. Placentia Ave. Suite 120Placentia, CA 92870
Listed skills include Customer Service, Microsoft Office, Mental Health, Powerpoint, and 10 others.
Current workplace
David Bennett's current company
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12 roles
David Bennett work experience
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Financial Services Professional
Nlife Securities Llc
Financial Professional
Bennett Financial & Insurance Services
Providing quality financial strategies, and offering insurance and financial services, and employee benefits to businesses and individuals.CA License #: 4355006
Agent
Providing quality financial strategies, and offering insurance and financial services, and employee benefits to businesses and individuals. CA License #: 4355006
Customer Service Lead
Customer Service Lead
Helped train and develop 32 new associates in 2021 and created post training plans. Provided updates about their progress to Managers and Supervisors. Currently oversee 5 of my direct reports and hold monthly 1:1’s with each of them to support their future growth. Reviewed customer correspondences to ensure they meet our high quality standards. Provided assistance to Customer Service Representatives and Stores by answering questions and/or taking escalated calls.
Dec 2021 - Sep 2024
Senior Customer Service Representative
Oct 2019 - Jan 2023
Customer Service Representative
In N Out Burger
Act as first point of contact for customers. Assist with general questions (such as store hours, location requests and suggestions, payment options, nutritional information etc.). Listen and respond to both positive and negative customer feedback about visits. Document and ensure appropriate follow-up action is taken. Draft original correspondence for student and customer letters. Communicate with supervisors and other team members to ensure daily tasks and team assignments are completed.
Store Associate
In N Out Burger
Worked with other In N Out Store Associates in a team-oriented atmosphere to help provide the highest quality burger and French fries we can possibly serve to them in a fast and efficient manner. Helped maintain a spotless and sparkling clean environment for our customers to enjoy their meal and also taught other associates the importance of each customer being our number one asset and making sure all of their visits to our store were a positive experience!
May 2007 - Oct 2010
Group Leader
Character And Conflict
Attended and participated in weekly personal growth class where topics such as Family, Loneliness, Conscious Living/ Conscious Dying, Love, Relationships, Sex, Sex Roles, Intimacy, Sexuality, Body Image were discussed with professor and students. Facilitated small group discussion with co-leader among 8 group members. Practiced skills such as active listening, paraphrasing, reflecting and also used a variety of different counseling techniques during group sessions. Wrote and turned in weekly progress notes to supervising professor. Concurrently took two classes touching on Theories and Techniques of Group Counseling. Participated as a group member and also observed as well.
Jan 2011 - May 2011
Intern And Volunteer
Jun 2010 - Aug 2010
Intern
Pathways Of Hope
Jan 2010 - May 2010
4 education records
David Bennett education
Bachelor'S Degree, Human Services
Bachelor Of Human Services
Bachelor'S Degree, Human Services
Bachelor'S Degree, Human Services
FAQ
Frequently asked questions about David Bennett
Quick answers generated from the profile data available on this page.
What company does David Bennett work for?
David Bennett works for NYLIFE Securities LLC.
What is David Bennett's role at NYLIFE Securities LLC?
David Bennett is listed as Financial Services Professional at NYLIFE Securities LLC.
What is David Bennett's phone number?
AeroLeads has found 3 phone signal(s) with area code 714 for David Bennett at NYLIFE Securities LLC.
Where is David Bennett based?
David Bennett is based in Fullerton, California, United States while working with NYLIFE Securities LLC.
What companies has David Bennett worked for?
David Bennett has worked for Nylife Securities Llc, Nlife Securities Llc, Bennett Financial & Insurance Services, New York Life Insurance Company, and In-N-Out Burger.
How can I contact David Bennett?
You can use AeroLeads to view verified contact signals for David Bennett at NYLIFE Securities LLC, including work email, phone, and LinkedIn data when available.
What schools did David Bennett attend?
David Bennett holds Bachelor'S Degree, Human Services from Cal State Fullerton.
What skills is David Bennett known for?
David Bennett is listed with skills including Customer Service, Microsoft Office, Mental Health, Powerpoint, Event Planning, Organization, Customer Satisfaction, and Time Management.
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