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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Patrick Culhane is listed as Financial Services Professional helping individuals and business owners to create, build, and preserve wealth at NYLIFE Securities LLC, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at newyorklife.com and a matched LinkedIn profile for Patrick Culhane.
Patrick Culhane previously worked as Financial Services Professional at Nylife Securities Llc and Licensed Agent at New York Life Insurance Company. Patrick Culhane holds Bachelor Of Science In Management, Logistics, Materials, And Supply Chain Management from Sacred Heart University.
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I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.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.1660 Walt Whitman Road, Melville, NY 11747 (631) 391-2900
Listed skills include Business Planning, Management, Corporate Training, Customer Satisfaction, and 8 others.
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Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
New York, New York, Us
Agent licensed to sell insurance through New York Life Insurance Company.
Toronto, Ontario, Ca
● Responsible for opening new accounts which includes personal checking accounts and savings accounts, business accounts, as well as interest bearing accounts● Originated loan applications and preparation of such documents and conduct loan closings. ● Conducted needs-based conversations with clients in order to offer financial solutions to meet client’s needs ● Assisted in the daily opening and closing of the bank which includes all safety procedures ensuring a safe banking environment for the TD customer and setting the vault and securing the premises.● Highly proficient and organized in managing multiple responsibilities in a demanding and fast-paced environment. ● Executed exceptional communication skills while having the ability to be reliable, concise, thorough, and consistent.• Reviewed loans, researched documents and all system notes to determine best possible course of action to please the customer and close the loan in a timely fashion. • Answered inbound calls and make outbound calls to resolve dilemmas and work out alternatives to obtain documents for closure.
Keasbey, Nj, Us
● Successfully managed and routed transportation of goods to 300+ stores in the Northeastern region of the United States● Delivered and gathered sales data and analytics to Board of Directors of Wakefern regarding new branding campaign ● Completed internship Capstone project to enhance and expand Wakefern’s brand name● Maintained delivery logs to ensure timely receipt of all products and customer satisfaction ● Successfully managed daily activity in JIT Operations system● Completed Wakefern Corporate Training Program
Melville, Ny, Us
● Supervised all insources for multiple sectors of multi-product warehouse● Managed and maintained stock on in and outbound deliveries to promote quality control ● Maximized space configuration for incoming pallets to ensure accessibility and streamlining for deliveries.
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Patrick Culhane works for NYLIFE Securities LLC.
Patrick Culhane is listed as Financial Services Professional helping individuals and business owners to create, build, and preserve wealth at NYLIFE Securities LLC.
AeroLeads has found 1 work email signal at @newyorklife.com for Patrick Culhane at NYLIFE Securities LLC.
Patrick Culhane is based in New York City Metropolitan Area, United States while working with NYLIFE Securities LLC.
Patrick Culhane has worked for Nylife Securities Llc, New York Life Insurance Company, Td, Wakefern Food Corp., and International Warehouse Group Inc.
You can use AeroLeads to view verified contact signals for Patrick Culhane at NYLIFE Securities LLC, including work email, phone, and LinkedIn data when available.
Patrick Culhane holds Bachelor Of Science In Management, Logistics, Materials, And Supply Chain Management from Sacred Heart University.
Patrick Culhane is listed with skills including Business Planning, Management, Corporate Training, Customer Satisfaction, Employee Relations, Consumer Products, Education Funding Strategies, and Customer Service.
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