Robert J. W.
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Robert J. W. Email & Phone Number

Co-Head of Core Wealth at New York Life Investments at New York Life Investments
Location: New York, New York, United States 5 work roles 2 schools
1 work email found @mainstayinvestments.com 1 phone found area 201 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@mainstayinvestments.com
Direct phone (201) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
New York Life Investments
Role
Co-Head of Core Wealth at New York Life Investments
Location
New York, New York, United States
Company size
476 employees

Who is Robert J. W.? Overview

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Quick answer

Robert J. W. is listed as Co-Head of Core Wealth at New York Life Investments at New York Life Investments, a company with 476 employees, based in New York, New York, United States. AeroLeads shows a work email signal at mainstayinvestments.com, phone signal with area code 201, and a matched LinkedIn profile for Robert J. W..

Robert J. W. previously worked as Co-Head of Core Wealth at New York Life Investments and Head of In-Market Regional Advisor Consultants at New York Life Investments. Robert J. W. holds Bachelor Of Arts - Ba, International Political Economy from Fordham University.

Company email context

Email format at New York Life Investments

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*@mainstayinvestments.com
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AeroLeads found 1 current-domain work email signal for Robert J. W.. Compare company email patterns before reaching out.

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Profile bio

About Robert J. W.

Robert J. W. is a Co-Head of Core Wealth at New York Life Investments at New York Life Investments. He possess expertise in series 24, series 7, series 66, sales, leadership and 3 more skills.

Listed skills include Series 24, Series 7, Series 66, Sales, and 4 others.

Current workplace

Robert J. W.'s current company

Company context helps verify the profile and gives searchers a useful next step.

New York Life Investments
New York Life Investments
Co-Head of Core Wealth at New York Life Investments
new york, new york, united states
Website
morethaninvesting.com
Employees
476
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Company profile
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5 roles

Robert J. W. work experience

A career timeline built from the work history available for this profile.

Head Of In-Market Regional Advisor Consultants

New York Life Investments

New York City Metropolitan Area

Oct 2023 - Nov 2024

Regional Vice President

New York Life Investments

Houston, Texas Area

  • Develop and strengthen a business plan to help maximize market share, assets and profitability for assigned territory.
  • Present New York Life & MainStay Investments’ products and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
  • Manage a support team consisting of an Internal Wholesaler, DCIO Specialist and Retirement Income Specialist to drive collective efforts within assigned region.
  • Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics.
  • Work with sales team to develop sales of mutual funds, deferred annuities, and immediate annuities in existing territory.
  • Strive to be a premier provider of thought leadership for my assigned territory.
Aug 2014 - Oct 2019

Regional Manager

Lord, Abbett & Co. Llc

Jersey City, New Jersey

Striving to serve investment professionals as "Advisor to the Advisor" and offering access to the resources of Lord Abbett to generate new investment ideas for their clients. These include our Market & Investment Insights, Intellectual Capital, and Business Building Tools.

Jun 2006 - Aug 2014
Team & coworkers

Colleagues at New York Life Investments

Other employees you can reach at morethaninvesting.com. View company contacts for 476 employees →

KK Karlo Kodzoman Karlo Kodzoman Colleague at New York Life Investments Sacramento, California, United States, United States View → BO Brendan O'Connor Brendan O'Connor Colleague at New York Life Investments Middletown, New Jersey, United States, United States View → AL Aj Lovallo Aj Lovallo Colleague at New York Life Investments New York City Metropolitan Area, United States View → TL Thomas Lynch Thomas Lynch Colleague at New York Life Investments Jersey City, New Jersey, United States, United States View → JF Jessica Fedor Jessica Fedor Colleague at New York Life Investments Stanhope, New Jersey, United States, United States View → BW Billy Walsh Billy Walsh Colleague at New York Life Investments La Mirada, California, United States, United States View → SM Sungho Maeng, Cfa Sungho Maeng, Cfa Colleague at New York Life Investments New York, New York, United States, United States View → SR Steven Ritchey Steven Ritchey Colleague at New York Life Investments United States, United States View → SK Sean Kelly Sean Kelly Colleague at New York Life Investments New York City Metropolitan Area, United States View → AP Artyome Pearl Artyome Pearl Colleague at New York Life Investments New York City Metropolitan Area, United States View →
2 education records

Robert J. W. education

FAQ

Frequently asked questions about Robert J. W.

Quick answers generated from the profile data available on this page.

What company does Robert J. W. work for?

Robert J. W. works for New York Life Investments.

What is Robert J. W.'s role at New York Life Investments?

Robert J. W. is listed as Co-Head of Core Wealth at New York Life Investments at New York Life Investments.

What is Robert J. W.'s email address?

AeroLeads has found 1 work email signal at @mainstayinvestments.com for Robert J. W. at New York Life Investments.

What is Robert J. W.'s phone number?

AeroLeads has found 1 phone signal(s) with area code 201 for Robert J. W. at New York Life Investments.

Where is Robert J. W. based?

Robert J. W. is based in New York, New York, United States while working with New York Life Investments.

What companies has Robert J. W. worked for?

Robert J. W. has worked for New York Life Investments and Lord, Abbett & Co. Llc.

Who are Robert J. W.'s colleagues at New York Life Investments?

Robert J. W.'s colleagues at New York Life Investments include Karlo Kodzoman, Brendan O'Connor, Aj Lovallo, Thomas Lynch, and Jessica Fedor.

How can I contact Robert J. W.?

You can use AeroLeads to view verified contact signals for Robert J. W. at New York Life Investments, including work email, phone, and LinkedIn data when available.

What schools did Robert J. W. attend?

Robert J. W. holds Bachelor Of Arts - Ba, International Political Economy from Fordham University.

What skills is Robert J. W. known for?

Robert J. W. is listed with skills including Series 24, Series 7, Series 66, Sales, Leadership, Strategic Initiatives, Sales Management, and Salesforce.Com Development.

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