AeroLeads people directory · profile

Susan Davis, Mba, Cfp® Email & Phone Number

Financial Services Professional at NYLIFE Securities LLC
Location: New York City Metropolitan Area, United States 7 work roles 2 schools
1 work email found @nylifesecurities.com 1 phone found area 607 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@nylifesecurities.com
Direct phone (607) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
NYLIFE Securities LLC
Role
Financial Services Professional
Location
New York City Metropolitan Area, United States
Company size
3416 employees

Who is Susan Davis, Mba, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Susan Davis, Mba, Cfp® is listed as Financial Services Professional at NYLIFE Securities LLC, a with 3416 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at nylifesecurities.com, phone signal with area code 607, and a matched LinkedIn profile for Susan Davis, Mba, Cfp®.

Susan Davis, Mba, Cfp® previously worked as Licensed Agent at New York Life Insurance Company and Principal at Private Enterprise. Susan Davis, Mba, Cfp® holds Mba, Finance from Nyu Stern School Of Business.

Company email context

Email format at NYLIFE Securities LLC

This section adds company-level context without repeating Susan Davis, Mba, Cfp®'s masked contact details.

*@nylifesecurities.com
71% confidence

AeroLeads found 1 current-domain work email signal for Susan Davis, Mba, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Susan Davis, Mba, Cfp®

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.

Listed skills include Financial Services, Mutual Funds, Education Funding Strategies, Life Insurance Strategies, and 10 others.

Current workplace

Susan Davis, Mba, Cfp®'s current company

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

NYLIFE Securities LLC
Nylife Securities Llc
Financial Services Professional
new york, new york, united states
Website
nylifesecurities.com
Employees
3416
AeroLeads page
Company profile
View company profile Email format
7 roles

Susan Davis, Mba, Cfp® work experience

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

Financial Services Professional

Current
Nylife Securities Llc

Mellvile, Ny

Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

Oct 2015 - Present

Principal

Private Enterprise

Ny

Developed 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.

Sep 2006 - Aug 2015

Partner

Stemp Systems

Long Island City

Restructured 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.

Jan 1994 - Nov 2006

Vice President

Salomon Brothers

Ny

Project 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.

Sep 1983 - Dec 1993

Computer Consultant

Spiridellis And Associates

Developed inventory and order tracking systems for American Express, Mobil Oil and Westinghouse

Feb 1982 - May 1983

Computer Analyst

Equitable Life Assurance Society
Sep 1979 - Jan 1982
Team & coworkers

Colleagues at NYLIFE Securities LLC

Other employees you can reach at nylifesecurities.com. View company contacts for 3416 employees →

RC Ruben Castillo Ruben Castillo Colleague at Nylife Securities LlcHarlingen, Texas, United States View → JM Jose Martinez Jose Martinez Colleague at Nylife Securities LlcNew York City Metropolitan Area, United States View → MS Mark Soovajian Mark Soovajian Colleague at Nylife Securities LlcOxnard, California, United States View → BG Ben Green Ben Green Colleague at Nylife Securities LlcSuffolk County, Massachusetts, United States View → RS Randy Stepho Randy Stepho Colleague at Nylife Securities LlcGreater Seattle Area, United States View → JK Justin Kimmel Justin Kimmel Colleague at Nylife Securities LlcNew York City Metropolitan Area, United States View → BD Brian Dupuy Brian Dupuy Colleague at Nylife Securities LlcMandeville, Louisiana, United States View → ES Edward Savageau Edward Savageau Colleague at Nylife Securities LlcGreater Boston, United States View → MT Mike Titus Mike Titus Colleague at Nylife Securities LlcFairbanks, Alaska, United States View → LG Linda Gibboney Linda Gibboney Colleague at Nylife Securities LlcSanta Rosa, California, United States View →
2 education records

Susan Davis, Mba, Cfp® education

Mba, Finance

Nyu Stern School Of Business

Co-Authored Book: Decision Support Systems, © 1986, National Association of Accountants, Montvale, N.J.: ISBN: 0866411364 OCLC: 14920284

B.A., Summa Cum Laude, Music

Brooklyn College

Activities and Societies: Dean's List 1975-1979 (top 5% of graduating class)

FAQ

Frequently asked questions about Susan Davis, Mba, Cfp®

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

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 NYLIFE Securities LLC?

Susan Davis, Mba, Cfp® is listed as Financial Services Professional at NYLIFE Securities LLC.

What is Susan Davis, Mba, Cfp®'s email address?

AeroLeads has found 1 work email signal at @nylifesecurities.com for Susan Davis, Mba, Cfp® at NYLIFE Securities LLC.

What is Susan Davis, Mba, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 607 for Susan Davis, Mba, Cfp® at NYLIFE Securities LLC.

Where is Susan Davis, Mba, Cfp® based?

Susan Davis, Mba, Cfp® is based in New York City Metropolitan Area, United States while working with NYLIFE Securities LLC.

What companies has Susan Davis, Mba, Cfp® worked for?

Susan Davis, Mba, Cfp® has worked for Nylife Securities Llc, New York Life Insurance Company, Private Enterprise, Stemp Systems, and Salomon Brothers.

Who are Susan Davis, Mba, Cfp®'s colleagues at NYLIFE Securities LLC?

Susan Davis, Mba, Cfp®'s colleagues at NYLIFE Securities LLC include Ruben Castillo, Jose Martinez, Mark Soovajian, Ben Green, and Randy Stepho.

How can I contact Susan Davis, Mba, Cfp®?

You can use AeroLeads to view verified contact signals for Susan Davis, Mba, Cfp® at NYLIFE Securities LLC, including work email, phone, and LinkedIn data when available.

What schools did Susan Davis, Mba, Cfp® attend?

Susan Davis, Mba, Cfp® holds Mba, Finance from Nyu Stern School Of Business.

What skills is Susan Davis, Mba, Cfp® known for?

Susan Davis, Mba, Cfp® is listed with skills including Financial Services, Mutual Funds, Education Funding Strategies, Life Insurance Strategies, Personal Finance, Asset Protection, Buy Sell Agreements, and Legacy Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.