Financial Services Professional
CurrentRegistered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
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@newyorklife.com
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7 phones found area 210 and 830
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LinkedIn matched
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Melissa Ochoa is listed as Financial Services Professional at NYLIFE Securities LLC specializing in working with Small Business Owners at NYLIFE Securities LLC, a with 3416 employees, based in San Antonio, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at newyorklife.com, phone signal with area code 210, 830, and a matched LinkedIn profile for Melissa Ochoa.
Melissa Ochoa previously worked as Financial Services Professional at Nylife Securities Llc and Agent at New York Life Insurance Company. Melissa Ochoa holds Bachelor Of Applied Arts & Science Degree, Business Administration And Management, General from Texas A&M University.
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AeroLeads found 1 current-domain work email signal for Melissa Ochoa. Compare company email patterns before reaching out.
For many years I have been helping small business owners and their families provide benefits to their employees and save for their children's education. As a past president of the LGBT Chamber of Commerce I met many business owners and I pride myself in helping the LGBTQ+ community businesses and families. Although I have received many accolades, my best reward is knowing that I am able to protect the future for my client and my client's loved ones. A peace of mind is what makes my clients happy. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.8000 IH-10 West, Suite 800San Antonio, TX 78230210-310-4938
Listed skills include Leadership, Campus, Team Building, Student Recruiting, and 23 others.
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A career timeline built from the work history available for this profile.
United States
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
San Antonio, Texas Area
Agent licensed to sell insurance through New York Life Insurance Company.
San Antonio, Texas
Interview prospective students. Assist with enrollment process. Make out bound calls to prospecting students. Schedule and conduct tours of the campus, providing general information on campus services. Coordinate and host at least one campus event for incoming candidates. Contact candidates assigned using the phone, email and other approved methods. Consistently use the Ten Step Process to maintain commitment. Introduce candidates to other departments and their services and help coordinate between department to answer student questions or resolve issues. Cover and explain critical academic and campus compliance information and disclosures with candidates. Mail information and communication packages as appropriate. Maintain contact with candidates throughout the enrollment process and into the student's second term. Ask candidates and students for appropriate referrals. Collect and verify high school transcripts where appropriate. Attend and participate in scheduled campus events. Accurately record enrollment activity and information using the company's information systems according to policy. Adhere to all company and regulatory rules and requirements.
Midland, Texas
• Enter financial entries on a daily basis into the ACS Financials Software.• Enter contributions weekly into the ACS People Software.• Make any calls necessary to maintain the church facilities.• Supervise six employees.• Ensure the church is within budget for the year.• Prepare budget for the upcoming year. • Communicate with Vendors.• Set up online giving for parishioners.• Maintain bank balances.• Review payroll, pensions, and insurances to ensure they are accurate.• Set up a Workers Comp account.• Make deposits as necessary and weekly from Sunday contributions.• Schedule classrooms needed for meetings.• Work closely with the Priest to assure all aspects of the church are covered.• Communicate with parishioners.• Send out quarterly statements on pledges.• Prepare reports for the Vestry on updates for approvals if necessary. • Prepare Annual Parochial Report. • Prepare Annual Meeting Report • Notary Public
Midland, Texas
Worked closely with the Executive Team which consisted of CEO, Operations Director, District Managers, Asset Protection Director, Training Department Director, and Operations Training Manager. • Trained all new hires on company policies and procedures. • Trained new hires at the stores for hands on experience.• Trained all employees how to use the new payroll system (clocking in/out) • Trained all employees on the new online modules and assured they were in compliance.• Worked closely with H.R. Director on any employee issues. • Assisted Store Managers in preparing daily business reports to submit to Home Office. • Worked as a team player with all District Managers and Trainers. • Assisted District Managers in any capacity needed.• Reviewed training programs and provided feedback to the Executive Team.• Assisted in revamping the training program through online training.• Trained Store Managers on any new procedures
Worked closely with Director of Admissions to meet company goals and standards. Trained representatives to recruit and enroll prospective students and provide exceptional customer service. Gave feedback on observations to representatives. Supervised 14 representatives.
San Antonio Tx
Managed overall operations of six stores. Increased sales. Maintained P&L statements to standards. Trained, hired, terminated, & developed employees. Administered annual evaluations. Maintained lab supplies at proper levels. Merchandised according tip company plans with store managers.
San Antonio Area, Texas
Managed overall operation of a multi-million dollar store, to include: merchandising, operations, shipping and receiving, loss prevention, accounting, scheduling, and following company standards and guidelines. Also did hiring, training, developing, terminating, and evaluations of employees. Supervised up to 130 employees to include nine department managers and two assistant managers.
Other employees you can reach at nylifesecurities.com. View company contacts for 3416 employees →
Darwyn Sprik
Colleague at Nylife Securities LlcSioux Falls, South Dakota, United States
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Alicia Chourio
Colleague at Nylife Securities LlcHouston, Texas, United States
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Raymond Amor
Colleague at Nylife Securities LlcEast Meadow, New York, United States
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JL
Jocephus Lewis
Colleague at Nylife Securities LlcJacksonville, Florida, United States
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Harry Avetisyan
Colleague at Nylife Securities LlcGlendale, California, United States
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Marcel Frey
Colleague at Nylife Securities LlcSugar Land, Texas, United States
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NM
Nicole Murtsef, Cltc
Colleague at Nylife Securities LlcNew York City Metropolitan Area, United States
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SD
Sylvie Dugas, Cltc
Colleague at Nylife Securities LlcGreater Boston, United States
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KD
Kyle Denorscia
Colleague at Nylife Securities LlcNew Bedford, Massachusetts, United States
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VA
Victoria Aprano
Colleague at Nylife Securities LlcMiami, Florida, United States
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Quick answers generated from the profile data available on this page.
Melissa Ochoa works for NYLIFE Securities LLC.
Melissa Ochoa is listed as Financial Services Professional at NYLIFE Securities LLC specializing in working with Small Business Owners at NYLIFE Securities LLC.
AeroLeads has found 1 work email signal at @newyorklife.com for Melissa Ochoa at NYLIFE Securities LLC.
AeroLeads has found 7 phone signal(s) with area code 210, 830 for Melissa Ochoa at NYLIFE Securities LLC.
Melissa Ochoa is based in San Antonio, Texas Metropolitan Area, United States while working with NYLIFE Securities LLC.
Melissa Ochoa has worked for Nylife Securities Llc, New York Life Insurance Company, Brightwood College, Episcopal Church Of The Holy Trinity, and The Kent Companies.
Melissa Ochoa's colleagues at NYLIFE Securities LLC include Darwyn Sprik, Alicia Chourio, Raymond Amor, Jocephus Lewis, and Harry Avetisyan.
You can use AeroLeads to view verified contact signals for Melissa Ochoa at NYLIFE Securities LLC, including work email, phone, and LinkedIn data when available.
Melissa Ochoa holds Bachelor Of Applied Arts & Science Degree, Business Administration And Management, General from Texas A&M University.
Melissa Ochoa is listed with skills including Leadership, Campus, Team Building, Student Recruiting, Admissions Counseling, Sales, Enrollment Management, and Store Management.
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