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Lee Mcdonald is a Registered Representative at NYLIFE Securities LLC at New York Life Insurance. They possess expertise in disability insurance, retirement planning, retirement, long term care, fixed annuities and 11 more skills.
New York Life Insurance
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Financial Services ProfessionalNew York Life Insurance Jan 2009 - PresentGreater Chicago AreaI am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
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Policy AnalystMarsh Usa, Inc. Mar 2007 - Jul 2008Review and analyze policies for Marsh USA’s commercial clients. Work closely with Client Advisory team to insure the accurate and prompt delivery of policies to clients -
Account ExecutiveCrissie Insurance Group Aug 2004 - Mar 2007Research and source new business opportunities, while managing existing accounts. Obtain quotations for Crissie’s markets through a centralized Marketing Department
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Marketing Vice PresidentNear North Insurance Brokerage Apr 1986 - Aug 2004Structured and placed insurance programs for Commercial Clients Renewal book of business exceeded $12M in premiums annually, based on 75-80 accounts with retention ratio routinely over 90%Heavily pursued new accounts each year and maintained 60% hit ratio. Participated in pre-renewal meetings, loss control visits and program presentations. Managed all lines of insurance, except professional liability. Acted as company’s liaison for Fireman’s Fund, Chubb and CNA As “Team Captain” for these three markets, negotiated production goals, monitored bonus commission plans, stayed cognizant of new products, services and pertinent personnel changes
Lee Mcdonald Skills
Lee Mcdonald Education Details
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Accounting And Finance -
Finance And Economics
Frequently Asked Questions about Lee Mcdonald
What company does Lee Mcdonald work for?
Lee Mcdonald works for New York Life Insurance
What is Lee Mcdonald's role at the current company?
Lee Mcdonald's current role is Registered Representative at NYLIFE Securities LLC.
What is Lee Mcdonald's email address?
Lee Mcdonald's email address is le****@****ife.com
What is Lee Mcdonald's direct phone number?
Lee Mcdonald's direct phone number is +184328*****
What schools did Lee Mcdonald attend?
Lee Mcdonald attended Keller Graduate School Of Management Of Devry University, Northern Illinois University.
What are some of Lee Mcdonald's interests?
Lee Mcdonald has interest in Golf.
What skills is Lee Mcdonald known for?
Lee Mcdonald has skills like Disability Insurance, Retirement Planning, Retirement, Long Term Care, Fixed Annuities, 401k Rollovers, Annuity Sales, Asset Protection, Education Funding Strategies, Insurance, Ira Rollovers, Legacy Planning.
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