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David Razo Email & Phone Number
Agent
at
New York Life Insurance Company
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Agent
Location
Los Angeles, California, United States
Who is David Razo? Overview
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Quick answer
David Razo is listed as Agent at New York Life Insurance Company, based in Los Angeles, California, United States. AeroLeads shows a matched LinkedIn profile for David Razo.
David Razo previously worked as Freelance at Self Employed and Private Client Banker/Manager on Duty at Jpmorgan Chase & Co.. David Razo holds Business Administration And Management, General from San Francisco State University.
Company email context
Email format at New York Life Insurance Company
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New York Life Insurance Company
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Profile bio
About David Razo
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. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company.Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.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.801 N. Brand Blvd., Penthouse SuiteGlendale, CA 91203818-697-2823Neither 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.My CA License is 0M81253
Current workplace
David Razo's current company
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7 roles
David Razo work experience
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Agent
Financial Services Professional focused on guiding individuals, families, and business professionals in the formation, growth, and preservation of wealth.
Freelance
Software developer focused on building full-stack custom applications and website from front-end and back-end
Sep 2022 - Jun 2023
Private Client Banker/Manager On Duty
• Consistently produced over 1MM in new deposits and investments through high net worth clients and businesses on a monthly basis.• Developed a book of business that consisted of affluent clients that maintained a minimum of 250K in assets with the firm.• Directed and collaborated with my team in order to deliver tailored financial advice through a deep understanding of their objectives and goals.• Oversaw the implementation of customer service, product knowledge and controls training for branch staff.
Apr 2019 - Jan 2022
Relationship Banker
• Developed thoughtful solutions and cross-selling opportunities for clients through my financial expertise.• Partnered with specialist, such as Financial and Mortgage Advisors, to connect clients that required specific needs.• Educated customers with online and mobile resources available to them 24/7 in order to complete simple and complex transactions.
Jan 2019 - Mar 2019
Personal Banker
• Onboarded new clients and maintained relationships with existing clients through phone and in-person meetings• Multitasked between banker and teller role in order to support client and branch needs• Deepened banking relationships with high net worth clients by referring them to Private Bankers and other partners
Jan 2018 - Dec 2018
Teller
Aug 2016 - Dec 2017
4 education records
David Razo education
Business Administration And Management, General
Computer Software Engineering
Education record
Education record
FAQ
Frequently asked questions about David Razo
Quick answers generated from the profile data available on this page.
What company does David Razo work for?
David Razo works for New York Life Insurance Company.
What is David Razo's role at New York Life Insurance Company?
David Razo is listed as Agent at New York Life Insurance Company.
Where is David Razo based?
David Razo is based in Los Angeles, California, United States while working with New York Life Insurance Company.
What companies has David Razo worked for?
David Razo has worked for New York Life Insurance Company, Self Employed, and Jpmorgan Chase & Co..
How can I contact David Razo?
You can use AeroLeads to view verified contact signals for David Razo at New York Life Insurance Company, including work email, phone, and LinkedIn data when available.
What schools did David Razo attend?
David Razo holds Business Administration And Management, General from San Francisco State University.
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