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Larson Kalinowski Email & Phone Number
Account Executive
at
Regional Insurance Associates
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Account Executive
Location
Greater Philadelphia, United States, United States
Company size
Who is Larson Kalinowski? Overview
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Quick answer
Larson Kalinowski is listed as Account Executive at Regional Insurance Associates, a company with 13 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a matched LinkedIn profile for Larson Kalinowski.
Larson Kalinowski previously worked as Advisor Assistant at Foundations Financial Partners and Financial Advisor Internship at Foundations Financial Partners. Larson Kalinowski holds Bachelor Of Business Administration - Bba, Business/ Finance, Senior from La Salle University.
Company email context
Email format at Regional Insurance Associates
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Regional Insurance Associates
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Profile bio
About Larson Kalinowski
As a recent finance graduate from La Salle University, I have a strong interest and passion for the stock market and the world of finance. I enjoy keeping up to date on the market trends and being an active trader, as well as learning from experienced professionals in the field.I am currently looking for new opportunities to grow and work in the finance industry. I have gained valuable insight and skills from working with a group of four to present a complete financial plan for a mock client with a $2.3 million net worth, creating a marketing event for 25 prospective clients on a budget of $3,000, and shadowing and mentoring advisors. I have also demonstrated my risk assessment and mitigation abilities as a Finance Risk Intern at Newrez LLC, where I performed a complete risk assessment of 60 existing correspondent relationships and reviewed third-party vendor information and reports for compliance and eligibility. I hold a Bloomberg Market Concepts certificate, a Life and Health Insurance License, and a Securities Industry Essentials (SIE) certification, which attest to my knowledge and proficiency in the finance domain. I am eager to apply my skills and passion to help clients achieve their financial goals and aspirations.
Current workplace
Larson Kalinowski's current company
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Regional Insurance Associates
6 roles
Larson Kalinowski work experience
A career timeline built from the work history available for this profile.
Advisor Assistant
- Immersed in real-world financial analytics during an educational internship.
- Applied theoretical knowledge through engaging casework exercises and simulations.
- Received personalized mentorship from experienced professionals and expanded my network by connecting with professional advisors.
- Developed a strong skill set relevant to financial analytics, setting the stage for potential full-time opportunities in the field.
Financial Advisor Internship
- Worked with a group of 4 to present a complete financial plan for a mock client with a $2,300,000 net worth
- Created marketing event for 25 prospective clients on a budget of $3000
- Gained insight into the financial planning process through advisor shadowing and mentorship
May 2023 - Aug 2023
Finance Risk Intern
- Performed a complete risk assessment of existing correspondent relationships where all derogatory information was noted, addressed and outlined the risk associated with the /existing relationship regarding eligibility.
- Examined reports from external vendors, gathered essential data, and resolved conflicting information. This ensured that NewRez met regulatory, compliance, and internal eligibility criteria before making decisions on.
- Escalated and documented risk issues uncovered during the approval, or recertification processes to management that are outside the established eligibility requirements or that present an increased or unacceptable.
May 2022 - Aug 2022
Finance Intern
- Developed queries to help filter out data to find where unproductive inventory is being held
- Created systems to help find where parts are turning on a quarterly basis
- Provided a variety of different charts and pivot tables to team leaders
- Established a well understanding of the analytical/financial side of a business insights team.
May 2021 - Aug 2021
Sales Representative
White Tail Disposal
- Cold call door to door marketing to establish new clientele
- Responded efficiently, accurately and compassionately explaining possible causes and solutions ensuring satisfaction
- Build lasting relations with customers and call center team members based on trust and reliability
- Maintain financial accountability by processing customer adjustments and payments
May 2016 - May 2020
Team & coworkers
Colleagues at Regional Insurance Associates
Other employees you can reach at barcelonareforma.com. View company contacts for 13 employees →
HK
Heather Kingsmore
Colleague at Regional Insurance AssociatesUnited States, United States
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RC
Regi Chain
Colleague at Regional Insurance AssociatesErnakulam, Kerala, India, India
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JG
Jamie Gambale
Colleague at Regional Insurance AssociatesMiddletown, New Jersey, United States, United States
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JP
Joanne Partridge Cpcu
Colleague at Regional Insurance AssociatesWashington Crossing, Pennsylvania, United States, United States
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JW
Jenny Williams
Colleague at Regional Insurance AssociatesDoylestown, Pennsylvania, United States, United States
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CM
Christopher Mockaitis
Colleague at Regional Insurance AssociatesGreater Philadelphia, United States
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BW
Brian Walstrum
Colleague at Regional Insurance AssociatesNewtown, Pennsylvania, United States, United States
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Heather Kingsmore
Colleague at Regional Insurance AssociatesUnited States, United States
View →
RC
Regi Chain
Colleague at Regional Insurance AssociatesErnakulam, Kerala, India, India
View →
JG
Jamie Gambale
Colleague at Regional Insurance AssociatesMiddletown, New Jersey, United States, United States
View →
JP
Joanne Partridge Cpcu
Colleague at Regional Insurance AssociatesWashington Crossing, Pennsylvania, United States, United States
View →
JW
Jenny Williams
Colleague at Regional Insurance AssociatesDoylestown, Pennsylvania, United States, United States
View →
CM
Christopher Mockaitis
Colleague at Regional Insurance AssociatesGreater Philadelphia, United States
View →
BW
Brian Walstrum
Colleague at Regional Insurance AssociatesNewtown, Pennsylvania, United States, United States
View →
2 education records
Larson Kalinowski education
Bachelor Of Business Administration - Bba, Business/ Finance, Senior
Finance, General
La Salle College High School
FAQ
Frequently asked questions about Larson Kalinowski
Quick answers generated from the profile data available on this page.
What company does Larson Kalinowski work for?
Larson Kalinowski works for Regional Insurance Associates.
What is Larson Kalinowski's role at Regional Insurance Associates?
Larson Kalinowski is listed as Account Executive at Regional Insurance Associates.
Where is Larson Kalinowski based?
Larson Kalinowski is based in Greater Philadelphia, United States, United States while working with Regional Insurance Associates.
What companies has Larson Kalinowski worked for?
Larson Kalinowski has worked for Regional Insurance Associates, Foundations Financial Partners, Newrez Llc, Dorman Products, and White Tail Disposal.
Who are Larson Kalinowski's colleagues at Regional Insurance Associates?
Larson Kalinowski's colleagues at Regional Insurance Associates include Heather Kingsmore, Regi Chain, Jamie Gambale, Joanne Partridge Cpcu, and Jenny Williams.
How can I contact Larson Kalinowski?
You can use AeroLeads to view verified contact signals for Larson Kalinowski at Regional Insurance Associates, including work email, phone, and LinkedIn data when available.
What schools did Larson Kalinowski attend?
Larson Kalinowski holds Bachelor Of Business Administration - Bba, Business/ Finance, Senior from La Salle University.
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