Financial Services Representative
Proactively and consistently provided engaged customer service that resolved customer issues and enhanced relationships that led to increased revenues into the bank branch.
Nov 2017 - Mar 2019
AeroLeads people directory · profile
Donald Fleming Email & Phone Number
Life & Health Insurance Planning Professional
1 work email found
@moneyconcepts.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Role
Life & Health Insurance Planning Professional
Location
New York City Metropolitan Area, United States
Who is Donald Fleming? Overview
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Quick answer
Donald Fleming is listed as Life & Health Insurance Planning Professional based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at moneyconcepts.com and a matched LinkedIn profile for Donald Fleming.
Donald Fleming previously worked as Financial Services Representative at Td and Financial Specialist/Independent Insurance Wholesale Consultant at Symmetry Financial Group, Llc.. Donald Fleming holds Bachelor Of Science Degree, Political Science And International Studies from Seton Hall University.
Company email context
Email format at moneyconcepts.com
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{first_initial}{last}@moneyconcepts.com
86% confidence
AeroLeads found 1 current-domain work email signal for Donald Fleming. Compare company email patterns before reaching out.
Profile bio
About Donald Fleming
Insurance Planning Professional with 32 plus years in the industry possessing extensive Field Agent Underwriting experience involving medically challenging Life & Disability Income Insurance cases. Have managed Disability Income, Long Term Care & Life Insurance claims from start to finish. Possess Sales Suitability and Compliance experience and have acted as a courtroom appointed consultant to Attorneys concerning the sale of Annuities, Life and Disability Income products to the general public. Currently, I hold my Insurance Producer License in New Jersey.
Listed skills include Insurance, Fixed Annuities, Retirement Planning, Life Insurance, and 24 others.
6 roles
Donald Fleming work experience
A career timeline built from the work history available for this profile.
Financial Specialist/Independent Insurance Wholesale Consultant
Acted as an Independent Insurance Wholesaler who worked closely with Insurance and Financial Planning Professionals providing them with financial products that assisted their clientele in building and protecting their wealth.
Aug 2016 - Nov 2017
American Brokerage Services, Inc.
Independent Consultant
Worked with independent insurance and retirement planning advisers coaching them on the proper use and application of Life Insurance, Impaired Risk Life Insurance, Disability Income, Long Term Care and Annuity products in addressing the concerns of their clientele.
Jan 2013 - Jun 2016
Regional Vice President
At Presidential Life I directed all Agency Distribution New Business activities for the Home Office territory. I worked closely personal producing Financial Planners and large Independent Marketing Organizations in the promotion of my company's Specialty Life and Annuity products. Additionally, I handled suitability and compliance issues related to annuity sales. Throughout my tenure at Presidential, I enjoyed building lasting business relationships in every territory that I managed throughout the country. . In 2009, I was given the West Coast Territory and in less then one year exceeded my sales goal by more than 17%. Received the Regional Vice President Leadership and Sales Award for 2010 and 2011. It was a joy and special honor to work within such a wonderful culture.
Jul 2007 - Dec 2012
Senior Affluent Personal & Business Banker
At JPMorganChase I worked with a talented team and together we created positive customer relationships and consistently provided attentive customer service. We won business because of our dedication to our customers. I was honored to be invited by the Eastern Territory CEO to help train platform sales staffs of several Bank of NY branches during Chase Bank's acquisition of Bank of NY. As an Affluent Banker I handled the banking needs of clients with assets that exceeded 3 million dollars. I am very proud to say I was affiliated with JPMorganChase.
May 2005 - Jul 2007
Financial Services Specialist
Worked closely with consumers and business owners as concerns all their banking, loan, credit and investment planning needs. Consistently achieved high customer satisfaction scores (one month I was visited by 35 mystery shoppers and received perfect scores). Excelled at creating positive customer account opening experiences that led to very profitable relationships.
Sep 2004 - May 2005
4 education records
Donald Fleming education
Bachelor Of Science Degree, Political Science And International Studies
Seton Hall University
Fellowship Certificate, Life Insurance & Retirement Planning Concepts For Consumers And Business Owners
Life Underwriting Training Council - Bethesda, Md
Education record
Capital University School Of Law
Education record
Hackensack High School - Hackensack Nj
FAQ
Frequently asked questions about Donald Fleming
Quick answers generated from the profile data available on this page.
What is Donald Fleming's role at their current company?
Donald Fleming is listed as Life & Health Insurance Planning Professional.
What is Donald Fleming's email address?
AeroLeads has found 1 work email signal at @moneyconcepts.com for Donald Fleming.
Where is Donald Fleming based?
Donald Fleming is based in New York City Metropolitan Area, United States.
What companies has Donald Fleming worked for?
Donald Fleming has worked for Td, Symmetry Financial Group, Llc., Independent Consultant, Presidential Life Insurance Company, and Jpmorgan Chase Bank.
How can I contact Donald Fleming?
You can use AeroLeads to view verified contact signals for Donald Fleming, including work email, phone, and LinkedIn data when available.
What schools did Donald Fleming attend?
Donald Fleming holds Bachelor Of Science Degree, Political Science And International Studies from Seton Hall University.
What skills is Donald Fleming known for?
Donald Fleming is listed with skills including Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Investments, Long Term Care, and Leadership.
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