Pete Roman Email and Phone Number

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.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.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.Proven ability to successfully orchestrate and negotiate market competitive sourcing agreements. Highly successful business executive with over 30 years of experience driving savings and leading organizations through growth and change. Demonstrated achievements in a variety of high-profile leadership roles in management and consulting services. Deliver results in diverse, highly competitive industries including telecommunications, manufacturing, healthcare, insurance and professional IT services. Proven ability to transform / transition organizations toward positive change, enhance revenues and margins, deliver new programs/projects and assess and implement innovative solutions creating significant value to clients and business partners.Leadership must focus on:CHANGE. To build effective and efficient organizations, leaders must continually ask, “What are we doing and why?” “What are we doing that we shouldn’t be doing?” “What can we improve on?” Focus on doing what’s right and working to get it done faster and better. And reinforce the idea from multiple change processes that "change is a process, not an event."RELENTLESS COMMUNICATION. Organization goals are accomplished by and through people. “Tells them what you know when you know it” building quick consensus through this positive and confident communication style.ABILITY TO “GET IT DONE”. Focused execution is the difference between success and failure. Planning the work is "easy"; Working the plan is more difficult. Accomplish these goals by aligning resources and “making routine processes – routine.”Contact Info: pcroman@ft.newyorklife.com2600 Network Blvd Ste 130Frisco, TX 75034