Michael Linehan

Michael Linehan Email and Phone Number

Group Retirement - Tax-Exempt Markets @ Equitable
new york, new york, united states
Michael Linehan's Location
Charlotte, North Carolina, United States, United States
Michael Linehan's Contact Details

Michael Linehan work email

Michael Linehan personal email

n/a
About Michael Linehan

Building relationships with Financial Professionals and Consultants to assist them in the design and implementation of Defined Contribution plans in the tax-exempt markets, which includes Public and Private K-12, Higher Education, State and Local Government, Healthcare, and 501(c)(3) not-for-profit organizations throughout New England and New York. Defined Contribution Plans such as 403(b), 457(b), and 401(a). In addition, provides his plan sponsors with retirement strategies, employee education, and ongoing support in ensuring their plan is in compliance and meets any fiduciary responsibilities.Enjoys spending time with family and coaching soccer. Contact information - 860-921-3825 or Michael.linehan@equitable.com.

Michael Linehan's Current Company Details
Equitable

Equitable

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Group Retirement - Tax-Exempt Markets
new york, new york, united states
Employees:
1973
Michael Linehan Work Experience Details
  • Equitable
    Senior Regional Vice President
    Equitable Jan 2023 - Present
    New York, Ny
    The named individual is a registered representative of Equitable Distributors, LLC (Equitable Distributors Insurance Agency, LLC in CA; Equitable Distributors Insurance Agency of Utah, LLC in UT) and an agent of Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), and Equitable Financial Life Insurance Company of America (Equitable America) an AZ stock company. EOE M/F/D/V. CA Ins. Lic.#1671712 AR Ins. Lic. #1422772
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  • Equitable
    Northeast Regional Vice President
    Equitable Oct 2017 - May 2023
    New York, New York
    The named individual is a registered representative of Equitable Distributors, LLC (Jersey City, NJ), and an agent of Equitable Financial Life Insurance Company (NY, NY) and are affiliated companies. EOE M/F/D/V.
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  • Axa Advisors, Llc
    Divisional Vice President, Northeast Region
    Axa Advisors, Llc Mar 2016 - Oct 2017
    Hamden, Ct
    View
  • Voya Financial
    Financial Advisor
    Voya Financial Jan 2013 - Mar 2016
    Glastonbury, Ct
    Financial Advisor assisting clients prepare for retirement. Primary markets CT/RI municipalities, CT K12 Public education. Financial Advisor with over $50M in AUM.
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  • Ing
    Field Osj Manager
    Ing Jan 2008 - Dec 2012
    Glastonbury, Ct
    I was responsible for Tax-Exempt Government, Healthcare, Non-Profits, education sales in CT/RI. I supervised, trained, and recruited ING Representatives on the State of CT Plan, and all other Tax-Exempt plans in CT/RI. I designed/implemented the CASBO 457 plan, and was a leader in the CT K12 market during the rollout of the 403(b) regulations in 2008.
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  • Aetna/Ing
    Regional Sales Manager
    Aetna/Ing Jan 1995 - Dec 2007
    Hartford, Ct
    Sales manager for all Tax-Exempt sales in the Northeast and Mid-Atlantic states. Exceeded sales goals and was a top sales manager for 10 consecutive years from 1997 – 2007. Set the standard for new business in the K12 market in CT and was the first office to launch financial planning and transition Aetna representatives to a new approach in serving their clients. Generated an annual $7-8M in retail GDC.
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  • Aetna Life & Casualty Company
    Customer Service Specialist
    Aetna Life & Casualty Company Jun 1982 - Dec 1994
    Hartford, Ct
    Held numerous positions within the company for over 12 years. Customer service representative, producer services representative, life insurance field office support.

Michael Linehan Skills

Retirement Plan Consulting Qualified Retirement Plans Financial Planning Retirement Benefits Soccer Coaching Life Insurance Management Leadership Risk Management Sales Sales Management Investment Planning Insurance Planning Financial Analysis Financial Professional Public Speaking Defined Contribution Relationship Management Investment Strategies Business Development Strategic Planning Wholesale Relationship Marketing

Michael Linehan Education Details

Frequently Asked Questions about Michael Linehan

What company does Michael Linehan work for?

Michael Linehan works for Equitable

What is Michael Linehan's role at the current company?

Michael Linehan's current role is Group Retirement - Tax-Exempt Markets.

What is Michael Linehan's email address?

Michael Linehan's email address is ml****@****ing.com

What schools did Michael Linehan attend?

Michael Linehan attended University Of Hartford, Enfield High School.

What skills is Michael Linehan known for?

Michael Linehan has skills like Retirement Plan Consulting, Qualified Retirement Plans, Financial Planning, Retirement Benefits, Soccer Coaching, Life Insurance, Management, Leadership, Risk Management, Sales, Sales Management, Investment Planning.

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