Katie Mcaloney Email and Phone Number
Katie Mcaloney work email
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Katie Mcaloney personal email
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Katie Mcaloney phone numbers
Elder LawEstate Planning & Asset ProtectionLong-Term Care PlanningMedicaid Planning & ApplicationsSpecial Needs PlanningGuardianship ProceedingsVeterans' Benefit PlanningProbate, Estate & Trust Administration
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Medicaid ParalegalTully Law Group, Pc Jan 2024 - PresentMelville, New York, United States -
Paralegal And Relationship ManagerGoidel Law Group Pllc Feb 2022 - Jan 2024Melville, New York, United States -
Relationship Coordinator And Legal AssistantGoidel Law Group Pllc Feb 2020 - Feb 2022Melville, New YorkElder LawEstate Planning & Asset ProtectionLong-Term Care PlanningMedicaid Planning & ApplicationsSpecial Needs PlanningGuardianship ProceedingsVeterans' Benefit PlanningProbate, Estate & Trust Administration -
Director Of Operations And Executive Assistant To Managing PartnerThe Hotaling Gallo Group Feb 2019 - Nov 2019Commack, New YorkHotaling Gallo diligently services their clients in order to provide customized plans that entail ongoing management. In order to better communicate these complex planning and insurance strategies, Hotaling Gallo provides a number of offerings.Estate & Gift Tax AnalysesBusiness Succession StrategiesDeferred Compensation OptionsPremium Finance Options & ImplicationsCharitable Planning StrategiesRetirement Income AlternativesEstate & Gift Tax StrategiesPrivate Placement Life InsuranceSplit Dollar Life InsuranceLong Term Care & Disability InsuranceInternational Life InsuranceOn-going In-force Life Insurance Policy ManagementKey-Man InsuranceLife Insurance Portfolio AuditsRisk Management Needs AnalysisForeign Account Tax Compliance Act (FATCA) ComplianceEducation Planning
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Director Of Client ServicesRockline Wealth Management, Llc Apr 2018 - Dec 2018Plainview, New YorkFormerly Investment Group at Wells Fargo Advisors (Dec 2016 - Apr 2018), turned independent firm through LPL Financial. -
Registered Client AssociateWells Fargo Advisors Dec 2016 - Apr 2018Melville, New York -
Registered Client AssociateMorgan Stanley Jun 2013 - Dec 2016 -
Conference CoordinatorTherapeutic Services, Inc. Jul 2003 - Jun 2013
Katie Mcaloney Skills
Katie Mcaloney Education Details
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Marketing -
Edward R. Murrow High SchoolMarketing
Frequently Asked Questions about Katie Mcaloney
What company does Katie Mcaloney work for?
Katie Mcaloney works for Tully Law Group, Pc
What is Katie Mcaloney's role at the current company?
Katie Mcaloney's current role is Medicaid Paralegal at Tully Law Group.
What is Katie Mcaloney's email address?
Katie Mcaloney's email address is ka****@****ley.com
What is Katie Mcaloney's direct phone number?
Katie Mcaloney's direct phone number is +191425*****
What schools did Katie Mcaloney attend?
Katie Mcaloney attended Hofstra University, Edward R. Murrow High School.
What skills is Katie Mcaloney known for?
Katie Mcaloney has skills like Financial Services, Microsoft Excel, Investments, Microsoft Office, Marketing, Management, Mutual Funds, Customer Service, Alternative Investments, Powerpoint, Fixed Income, Securities.
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