Sung Wi

Sung Wi Email and Phone Number

Insurance Broker @ The Senior Resource Group, LLC
New York, NY, US
Sung Wi's Location
New York, New York, United States, United States
Sung Wi's Contact Details

Sung Wi work email

Sung Wi phone numbers

About Sung Wi

Sung Wi is a Insurance Broker at The Senior Resource Group, LLC. They possess expertise in wealth management, retirement, insurance, mutual funds, series 7 and 16 more skills.

Sung Wi's Current Company Details
The Senior Resource Group, LLC

The Senior Resource Group, Llc

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Insurance Broker
New York, NY, US
Employees:
55
Sung Wi Work Experience Details
  • The Senior Resource Group, Llc
    Insurance Broker
    The Senior Resource Group, Llc
    New York, Ny, Us
  • Compass
    Real Estate Sales
    Compass Sep 2019 - Present
    New York City Metropolitan Area
  • The Senior Resource Group, Llc
    Insurance Broker
    The Senior Resource Group, Llc Aug 2013 - Present
  • Strategies For Wealth
    Advisor
    Strategies For Wealth Apr 2011 - Jan 2014
    Greater New York City Area
    Focused on tax strategies and wealth management.
  • Advanced Wealth Solutions, Llc.
    Sales Director
    Advanced Wealth Solutions, Llc. Oct 2009 - Apr 2011
    At Advanced Wealth Solutions Group, LLC., we embrace a team philosophy when working with our clients and build relationships on trust. Our financial representatives work with clients one-on-one, creating a personal, dedicated relationship that grows over time. Each representative is responsible for understanding his or her client’s entire financial picture and for providing the appropriate resources to meet the client’s needs.
  • Metlife
    Agency Sales Director
    Metlife May 2005 - Sep 2009

Sung Wi Skills

Wealth Management Retirement Insurance Mutual Funds Series 7 Retirement Planning Disability Insurance Long Term Care Fixed Annuities Financial Planners Pensions Asset Management Investment Advisory 401k Life Insurance Series 63 Estate Planning Iras Finance Securities Financial Planning

Sung Wi Education Details

Frequently Asked Questions about Sung Wi

What company does Sung Wi work for?

Sung Wi works for The Senior Resource Group, Llc

What is Sung Wi's role at the current company?

Sung Wi's current role is Insurance Broker.

What is Sung Wi's email address?

Sung Wi's email address is su****@****ail.com

What is Sung Wi's direct phone number?

Sung Wi's direct phone number is 126722*****

What schools did Sung Wi attend?

Sung Wi attended Penn State University.

What skills is Sung Wi known for?

Sung Wi has skills like Wealth Management, Retirement, Insurance, Mutual Funds, Series 7, Retirement Planning, Disability Insurance, Long Term Care, Fixed Annuities, Financial Planners, Pensions, Asset Management.

Who are Sung Wi's colleagues?

Sung Wi's colleagues are Rachel Radziewicz, Josh Rhodes, Destiny Stephenson, Emily Cooper, Xi(Trista) Chen, Jennifer Sommerfeldt, Julio Morales.

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