Miguel Mejia Email & Phone Number

Fort Collins, Colorado, United States

As a Financial Services Professional at NYLIFE Securities, I specialize in wealth management and financial planning, providing tailored financial solutions to help clients achieve their long-term goals. My key responsibilities include:- Wealth Management: Developing and implementing comprehensive strategies that align with clients’ financial objectives, focusing on wealth preservation, growth, and risk management.- Long-Term Care Solutions: Assisting clients in preparing for future healthcare needs by providing expert guidance on long-term care insurance and related financial products.- Retirement Planning: Creating personalized retirement strategies that ensure clients are financially prepared for the future, including tax-efficient income solutions and sustainable withdrawal strategies.-Estate Planning: Collaborating with legal professionals to integrate life insurance and financial strategies into clients' estate planning, helping them preserve and transfer wealth efficiently.-Client Relationship Management: Building and maintaining long-term relationships with individuals, families, and business owners, ensuring regular updates to their financial plans as their needs evolve.-Community Engagement: Hosting educational seminars and participating in local events to promote financial literacy and planning within the community.

Denver, Colorado, United States

As the CFO of the Philippine American Chamber of Commerce of Southern Colorado, I oversee the financial operations of the organization while driving key initiatives aimed at empowering the Filipino-American community. My responsibilities include:- Financial Leadership: Managing the chamber’s finances, including budgeting, financial reporting, and ensuring compliance with regulatory requirements.- Strategic Planning: Working closely with the Board of Directors to develop and execute financial strategies that support the chamber’s mission and goals.- Fundraising & Sponsorships: Leading initiatives to secure funding through grants, sponsorships, and partnerships, ensuring financial sustainability for the chamber’s programs and events.- Community Development: Spearheading programs that focus on the economic empowerment of Filipino-American business owners, entrepreneurs, and professionals in Southern Colorado.- Event Planning: Coordinating major events, such as business networking sessions, cultural celebrations, and professional development workshops aimed at fostering growth within the Filipino-American business community.- Advocacy: Collaborating with local and state government representatives to advocate for policies that benefit the Filipino-American community and small businesses.

Proud Member of NAIFA – National Association of Insurance and Financial AdvisorsAs a member of NAIFA, I am part of an elite community of financial professionals who uphold the highest standards of professionalism and ethics in the insurance and financial services industry. My affiliation with NAIFA provides me with access to invaluable resources, cutting-edge industry knowledge, and a powerful network of like-minded professionals. This connection allows me to stay at the forefront of financial trends and regulations, ensuring that I offer the most comprehensive and up-to-date advice to my clients. My goal is to make a positive impact in the lives of individuals, families, and business owners by providing tailored financial solutions and holistic financial planning.

Fort Collins, Colorado, United States

As a financial professional at New York Life, my role is to help individuals and families achieve their financial goals by providing expert guidance on a range of products and services. I will work with clients to understand their unique needs, financial situation, and long-term objectives, and then create customized strategies to help them achieve their goals.Agent licensed to sell insurance through New York Life Insurance Company

As a Bank Consultant, I specialized in delivering strategic advice and innovative solutions to enhance operational efficiency, risk management, and customer satisfaction for financial institutions. Leveraging my deep industry knowledge and analytical expertise, I collaborated closely with bank executives to identify challenges, streamline processes, and implement effective changes. My role was instrumental in driving growth, optimizing financial products, and ensuring regulatory compliance, resulting in measurable improvements in performance and profitability. My commitment to excellence and a client-centric approach has consistently fostered strong relationships and has positioned me as a trusted advisor in the banking sector.

San Francisco Bay Area

- Highly experienced in Salesforce Admin, Data Entry and CRM.- B2B- Provided secretarial and office management support while building cooperative working relationships.- Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.- Answered phone calls and emails to provide information, resulting in effective business correspondence.

San Francisco Bay Area

- Upheld restaurant standards for food and beverage quality, team member engagement, financial goals, standard operating procedures and guest experiences.- Identified and maximized sales opportunities, and increased customer retention rates by 75%.- Led a team of 15 on day to day task to provide efficient service and complete tasks.

San Francisco Bay Area

San Francisco Bay Area

1. Greet, direct and provide information to patients, families and visitors.2. Support nursing and administrative staff as needed, such as clerical (EMR) and administrative support.3. Assist patients during discharge.

Bachelor'S Degree, Public Health

Associate'S Degree, Social Sciences

Education record

Activities and Societies: Community Service 1. The power of sports to bring people together: Through participating in the Special.