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Suzanne Moat Email & Phone Number

As a Financial Service Professional, I specialize in assisting clients in planning for retirement, managing their taxes, and navigating significant life changes such as job transitions, marriage, or the birth of a child. at NYLIFE Securities LLC

Location: Orange County, California, United States 4 work roles 1 school

LinkedIn matched

✓ Verified May 2026 3 data sources Profile completeness 86%

Current company

NYLIFE Securities LLC

Role

As a Financial Service Professional, I specialize in assisting clients in planning for retirement, managing their taxes, and navigating significant life changes such as job transitions, marriage, or the birth of a child.

Location

Orange County, California, United States

Company size

3416 employees

Who is Suzanne Moat? Overview

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Quick answer

Suzanne Moat is listed as As a Financial Service Professional, I specialize in assisting clients in planning for retirement, managing their taxes, and navigating significant life changes such as job transitions, marriage, or the birth of a child. at NYLIFE Securities LLC, a company with 3416 employees, based in Orange County, California, United States. AeroLeads shows a matched LinkedIn profile for Suzanne Moat.

Suzanne Moat previously worked as Registered Representative at Nylife Securities Llc and Agent at New York Life. Suzanne Moat holds Bachelor Of Science - Bs, Accounting And Finance from California State University, Northridge.

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Email format at NYLIFE Securities LLC

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NYLIFE Securities LLC

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Profile bio

About Suzanne Moat

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.Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.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.New York Life Insurance2400 E. Katella Ave., Suite 800Anaheim, Ca 92806CA license #4272727

Current workplace

Suzanne Moat's current company

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Nylife Securities Llc

As a Financial Service Professional, I specialize in assisting clients in planning for retirement, managing their taxes, and navigating significant life changes such as job transitions, marriage, or the birth of a child.

new york, new york, united states

Website

nylifesecurities.com

Employees

3416

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Company profile

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4 roles

Suzanne Moat work experience

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

Registered Representative

Current

Nylife Securities Llc

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

Apr 2024 - Present

Agent

Current

New York Life

Aliso Viejo CA

Agent licensed to sell insurance through New York Life Insurance Company

Jun 2023 - Present

Sales Account Executive

Quest Diagnostics

Irvine, California, United States

Sep 2011 - Jul 2019

Senior Financial Analyst

Quest Diagnostics

Jun 2007 - Sep 2013

Team & coworkers

Colleagues at NYLIFE Securities LLC

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

KB

Kevin Boley Colleague at Nylife Securities Llc Parker, Colorado, United States, United States View → SS

Sadie Sadeghi, Cltc Colleague at Nylife Securities Llc Los Angeles Metropolitan Area, United States View → FF

Federico Fallick Colleague at Nylife Securities Llc Greater Houston, United States View → NB

Nathan Brown Colleague at Nylife Securities Llc Fort Worth, Texas, United States, United States View → SS

Sydney Shaw Colleague at Nylife Securities Llc Slippery Rock, Pennsylvania, United States, United States View → AM

Andrew Mongru Colleague at Nylife Securities Llc West Babylon, New York, United States, United States View → AP

Andre Piedade, Cltc® Colleague at Nylife Securities Llc Southington, Connecticut, United States, United States View → SF

Spencer French Colleague at Nylife Securities Llc Reno, Nevada, United States, United States View → SD

Sylvie Dugas, Cltc Colleague at Nylife Securities Llc Greater Boston, United States View → MS

Mihir Shah Colleague at Nylife Securities Llc Cary, North Carolina, United States, United States View →

1 education record

Suzanne Moat education

California State University, Northridge

Accounting And Finance

FAQ

Frequently asked questions about Suzanne Moat

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

What company does Suzanne Moat work for?

Suzanne Moat works for NYLIFE Securities LLC.

What is Suzanne Moat's role at NYLIFE Securities LLC?

Suzanne Moat is listed as As a Financial Service Professional, I specialize in assisting clients in planning for retirement, managing their taxes, and navigating significant life changes such as job transitions, marriage, or the birth of a child. at NYLIFE Securities LLC.

Where is Suzanne Moat based?

Suzanne Moat is based in Orange County, California, United States while working with NYLIFE Securities LLC.

What companies has Suzanne Moat worked for?

Suzanne Moat has worked for Nylife Securities Llc, New York Life, and Quest Diagnostics.

Who are Suzanne Moat's colleagues at NYLIFE Securities LLC?

Suzanne Moat's colleagues at NYLIFE Securities LLC include Kevin Boley, Sadie Sadeghi, Cltc, Federico Fallick, Nathan Brown, and Sydney Shaw.

How can I contact Suzanne Moat?

You can use AeroLeads to view verified contact signals for Suzanne Moat at NYLIFE Securities LLC, including work email, phone, and LinkedIn data when available.

What schools did Suzanne Moat attend?

Suzanne Moat holds Bachelor Of Science - Bs, Accounting And Finance from California State University, Northridge.

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