Susan Davis, Mba, Cfp® Email and Phone Number
Susan Davis, Mba, Cfp® work email
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Susan Davis, Mba, Cfp® personal email
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Susan Davis, Mba, Cfp® phone numbers
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. 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. 520 Broad Hollow Road, Melville, NY 11747, (631) 391-3491Neither 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.
Nylife Securities Llc
View- Website:
- nylifesecurities.com
- Employees:
- 3416
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Financial Services ProfessionalNylife Securities Llc Oct 2015 - PresentMellvile, NyRegistered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
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Licensed AgentNew York Life Insurance Company Sep 2015 - PresentMedford, NyAgent licensed to sell insurance through New York Life Insurance Company. -
PrincipalPrivate Enterprise Sep 2006 - Aug 2015NyDeveloped proprietary options trading methodology. Trade options for own account and provide financial and business consulting services to emerging companies. Lecturer and author on financial investing.
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PartnerStemp Systems Jan 1994 - Nov 2006Long Island CityRestructured the firm's operations and customer service procedures. Provided consulting and project managment services for clients including efficiency studies, analyses of workflows and procedures, and use of data. Specialized in developing and implementing recommendations for streamlining and improving operations.
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Vice PresidentSalomon Brothers Sep 1983 - Dec 1993NyProject manager on numerous long-term development projects tracking and analyzing the firm's trading profits and losses, nightly positions and risk exposure. Developed internal audits and controls for the firm's proprietary trading data bases. Defined relevant criteria and developed systems for portfolio management and reporting for the firm's Private Investment Department.Interviewed internal clients to determine business requirements; supervised the writing, development and implementatoin of business and systems specifications including detailed testing and conversion plans.Prepared weekly account managment reports which served as the principal means by which managment and staff were advised of, and were able to, coordinate all activities and projects under development. Key member of the "vision team," which explored various methodologies for motivating employees and enhancing productivity.
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Computer ConsultantSpiridellis And Associates Feb 1982 - May 1983Developed inventory and order tracking systems for American Express, Mobil Oil and Westinghouse
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Computer AnalystEquitable Life Assurance Society Sep 1979 - Jan 1982
Susan Davis, Mba, Cfp® Skills
Susan Davis, Mba, Cfp® Education Details
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Nyu Stern School Of BusinessFinance -
Music
Frequently Asked Questions about Susan Davis, Mba, Cfp®
What company does Susan Davis, Mba, Cfp® work for?
Susan Davis, Mba, Cfp® works for Nylife Securities Llc
What is Susan Davis, Mba, Cfp®'s role at the current company?
Susan Davis, Mba, Cfp®'s current role is Financial Services Professional helping individuals and business owners to create, build, and preserve wealth.
What is Susan Davis, Mba, Cfp®'s email address?
Susan Davis, Mba, Cfp®'s email address is es****@****hoo.com
What is Susan Davis, Mba, Cfp®'s direct phone number?
Susan Davis, Mba, Cfp®'s direct phone number is 1-607-748*****
What schools did Susan Davis, Mba, Cfp® attend?
Susan Davis, Mba, Cfp® attended Nyu Stern School Of Business, Brooklyn College.
What skills is Susan Davis, Mba, Cfp® known for?
Susan Davis, Mba, Cfp® has skills like Financial Services, Mutual Funds, Education Funding Strategies, Life Insurance Strategies, Personal Finance, Asset Protection, Buy Sell Agreements, Legacy Planning, Long Term Care Insurance, Protection Planning/family Security, Retirement Income Strategies, Succession Planning.
Who are Susan Davis, Mba, Cfp®'s colleagues?
Susan Davis, Mba, Cfp®'s colleagues are James Maysent, Alison Choi, Stephen Farishian, Jennifer Shibuya, Gary Hayden, Gabrielle Moors, David Salamanyan.
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