Regional Advisor Consultant
Current
Jan 2021 - Present
AeroLeads people directory · profile
Pavan Kothari Email & Phone Number
Regional Advisor Consultant at New York Life Investments
at
New York Life Investments
1 work email found
@mainstayinvestments.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Regional Advisor Consultant at New York Life Investments
Location
Columbus, Ohio, United States
Company size
Who is Pavan Kothari? Overview
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Quick answer
Pavan Kothari is listed as Regional Advisor Consultant at New York Life Investments at New York Life Investments, a company with 476 employees, based in Columbus, Ohio, United States. AeroLeads shows a work email signal at mainstayinvestments.com and a matched LinkedIn profile for Pavan Kothari.
Pavan Kothari previously worked as Regional Advisor Consultant at New York Life Investments and Senior Investment Consultant at New York Life & Mainstay Investments. Pavan Kothari holds Bachelor Of Arts (B.A.), Economics & Psychology from Rutgers University-New Brunswick.
Company email context
Email format at New York Life Investments
This section adds company-level context without repeating Pavan Kothari's masked contact details.
{first}.{last}@mainstayinvestments.com
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AeroLeads found 1 current-domain work email signal for Pavan Kothari. Compare company email patterns before reaching out.
Profile bio
About Pavan Kothari
As a Regional Advisor Consultant, I collaborate with top financial advisors to deliver optimal solutions to their clients, utilizing a variety of vehicles including traditional mutual funds, ETF's, SMA’s, UIT’s, and alternatives through NYLIM.
Listed skills include Finance, Portfolio Management, Retirement Planning, Sales, and 20 others.
Current workplace
Pavan Kothari's current company
Company context helps verify the profile and gives searchers a useful next step.
New York Life Investments
5 roles
Pavan Kothari work experience
A career timeline built from the work history available for this profile.
Senior Investment Consultant
Current- Conduct consultative, relationship-building sales calls with independent financial advisors and RIAs
- Develop and execute sales plan strategies with members of both external & internal sales teams
- Articulate ETF, Mutual fund, LP, and Annuity (GLI/FDA) objectives, discuss financial markets (domestic and international) and portfolio strategies
- Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts
- Develop asset allocation strategies based on client objectives and risk tolerances
- Analyze regional/product sales trends within participating broker/dealer firms and among individual financial advisors
Mar 2015 - Present
Financial Advisor
Focused on creating comprehensive financial plans and assisted clients with tax planning, wealth accumulation, insurance, and retirement planning. Research and monitored equity, bond, and money markets to understand complex financial strategies. Licenses in Life, Accident, and Health Insurance; Series 7; and Series 66 registrations.
May 2013 - Feb 2015
National Retail Ambassador
Commencement Flowers
Traveled across the nation to market and sell company products at major university graduation ceremonies. Managed daily sales processes and efficiently accounted for assets in a fast paced environment. Trained a team of 4 representatives in product endorsements, up-selling, and customer relations.
Mar 2012 - Jul 2013
Fitness Instructor & Sales Representative
Oversaw fitness center facilities and members, while stocking, selling inventory, and accounting for daily finances. Instrumental in increasing company profitability by promoting upcoming events and fitness classes. Ensured a safe work environment by formally filing and maintaining equipment malfunctions and customer complaints.
Jan 2010 - May 2013
Team & coworkers
Colleagues at New York Life Investments
Other employees you can reach at morethaninvesting.com. View company contacts for 476 employees →
SR
Steven Reilly, Mba
Colleague at New York Life Investments
Bath, Pennsylvania, United States, United States
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JC
Jason Cherry
Colleague at New York Life Investments
New York City Metropolitan Area, United States
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JA
Justin Aisenbaum
Colleague at New York Life Investments
New York, New York, United States, United States
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RR
Ron. Rogers
Colleague at New York Life Investments
Massachusetts, United States, United States
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SD
Sharia Doles
Colleague at New York Life Investments
Stone Mountain, Georgia, United States, United States
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JT
Johnny Tucker Jr., Partner
Colleague at New York Life Investments
Overland Park, Kansas, United States, United States
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BM
Bruno M.
Colleague at New York Life Investments
New York City Metropolitan Area, United States
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SG
Sara Guenoun
Colleague at New York Life Investments
New York, New York, United States, United States
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TC
Tracy Corroon
Colleague at New York Life Investments
Greenwich, Connecticut, United States, United States
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NM
Noris Molar
Colleague at New York Life Investments
Larnaca Municipality, Larnaca, Cyprus, Cyprus
View →
Steven Reilly, Mba
Colleague at New York Life Investments
Bath, Pennsylvania, United States, United States
View →
JC
Jason Cherry
Colleague at New York Life Investments
New York City Metropolitan Area, United States
View →
JA
Justin Aisenbaum
Colleague at New York Life Investments
New York, New York, United States, United States
View →
RR
Ron. Rogers
Colleague at New York Life Investments
Massachusetts, United States, United States
View →
SD
Sharia Doles
Colleague at New York Life Investments
Stone Mountain, Georgia, United States, United States
View →
JT
Johnny Tucker Jr., Partner
Colleague at New York Life Investments
Overland Park, Kansas, United States, United States
View →
BM
Bruno M.
Colleague at New York Life Investments
New York City Metropolitan Area, United States
View →
SG
Sara Guenoun
Colleague at New York Life Investments
New York, New York, United States, United States
View →
TC
Tracy Corroon
Colleague at New York Life Investments
Greenwich, Connecticut, United States, United States
View →
NM
Noris Molar
Colleague at New York Life Investments
Larnaca Municipality, Larnaca, Cyprus, Cyprus
View →
1 education record
Pavan Kothari education
FAQ
Frequently asked questions about Pavan Kothari
Quick answers generated from the profile data available on this page.
What company does Pavan Kothari work for?
Pavan Kothari works for New York Life Investments.
What is Pavan Kothari's role at New York Life Investments?
Pavan Kothari is listed as Regional Advisor Consultant at New York Life Investments at New York Life Investments.
What is Pavan Kothari's email address?
AeroLeads has found 1 work email signal at @mainstayinvestments.com for Pavan Kothari at New York Life Investments.
Where is Pavan Kothari based?
Pavan Kothari is based in Columbus, Ohio, United States while working with New York Life Investments.
What companies has Pavan Kothari worked for?
Pavan Kothari has worked for New York Life Investments, New York Life & Mainstay Investments, Ing Financial Partners, Commencement Flowers, and Rutgers Fitness Center.
Who are Pavan Kothari's colleagues at New York Life Investments?
Pavan Kothari's colleagues at New York Life Investments include Steven Reilly, Mba, Jason Cherry, Justin Aisenbaum, Ron. Rogers, and Sharia Doles.
How can I contact Pavan Kothari?
You can use AeroLeads to view verified contact signals for Pavan Kothari at New York Life Investments, including work email, phone, and LinkedIn data when available.
What schools did Pavan Kothari attend?
Pavan Kothari holds Bachelor Of Arts (B.A.), Economics & Psychology from Rutgers University-New Brunswick.
What skills is Pavan Kothari known for?
Pavan Kothari is listed with skills including Finance, Portfolio Management, Retirement Planning, Sales, Investment Advisory, Strategic Planning, Investments, and Insurance.
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