Katie Mcaloney

Katie Mcaloney Email and Phone Number

Medicaid Paralegal at Tully Law Group @ Tully Law Group, PC
Katie Mcaloney's Location
Melville, New York, United States, United States
Katie Mcaloney's Contact Details

Katie Mcaloney work email

Katie Mcaloney personal email

About Katie Mcaloney

Elder LawEstate Planning & Asset ProtectionLong-Term Care PlanningMedicaid Planning & ApplicationsSpecial Needs PlanningGuardianship ProceedingsVeterans' Benefit PlanningProbate, Estate & Trust Administration

Katie Mcaloney's Current Company Details
Tully Law Group, PC

Tully Law Group, Pc

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Medicaid Paralegal at Tully Law Group
Katie Mcaloney Work Experience Details
  • Tully Law Group, Pc
    Medicaid Paralegal
    Tully Law Group, Pc Jan 2024 - Present
    Melville, New York, United States
  • Goidel Law Group Pllc
    Paralegal And Relationship Manager
    Goidel Law Group Pllc Feb 2022 - Jan 2024
    Melville, New York, United States
  • Goidel Law Group Pllc
    Relationship Coordinator And Legal Assistant
    Goidel Law Group Pllc Feb 2020 - Feb 2022
    Melville, New York
    Elder LawEstate Planning & Asset ProtectionLong-Term Care PlanningMedicaid Planning & ApplicationsSpecial Needs PlanningGuardianship ProceedingsVeterans' Benefit PlanningProbate, Estate & Trust Administration
  • The Hotaling Gallo Group
    Director Of Operations And Executive Assistant To Managing Partner
    The Hotaling Gallo Group Feb 2019 - Nov 2019
    Commack, New York
    Hotaling 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
  • Rockline Wealth Management, Llc
    Director Of Client Services
    Rockline Wealth Management, Llc Apr 2018 - Dec 2018
    Plainview, New York
    Formerly Investment Group at Wells Fargo Advisors (Dec 2016 - Apr 2018), turned independent firm through LPL Financial.
  • Wells Fargo Advisors
    Registered Client Associate
    Wells Fargo Advisors Dec 2016 - Apr 2018
    Melville, New York
  • Morgan Stanley
    Registered Client Associate
    Morgan Stanley Jun 2013 - Dec 2016
  • Therapeutic Services, Inc.
    Conference Coordinator
    Therapeutic Services, Inc. Jul 2003 - Jun 2013

Katie Mcaloney Skills

Financial Services Microsoft Excel Investments Microsoft Office Marketing Management Mutual Funds Customer Service Alternative Investments Powerpoint Fixed Income Securities Finance Microsoft Powerpoint

Katie Mcaloney Education Details

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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