Terrence Leong
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Terrence Leong Email & Phone Number

Financial Consultant | Equitable Advisors at Equitable Advisors
Location: New York, New York, United States 5 work roles 1 school
1 work email found @equitable.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@equitable.com
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Current company
Role
Financial Consultant | Equitable Advisors
Location
New York, New York, United States
Company size

Who is Terrence Leong? Overview

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Quick answer

Terrence Leong is listed as Financial Consultant | Equitable Advisors at Equitable Advisors, a company with 3118 employees, based in New York, New York, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Terrence Leong.

Terrence Leong previously worked as Financial Consultant at Equitable Advisors and Financial Consultant at Axa Advisors, Llc. Terrence Leong holds Bachelor'S Degree, Economics from Stony Brook University.

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Email format at Equitable Advisors

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{first}.{last}@equitable.com
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Profile bio

About Terrence Leong

I have been in the consulting space for as long as I can remember. What I love most is the problem-solving element; I find it immensely rewarding to be able to help others identify, prioritize, and organize their various objectives. The foundation of my practice has always been to take a comprehensive and holistic approach. Applied to the world of financial planning, this means first and foremost understanding that every client has a unique situation. ideologies, lifestyles, and investment horizons are wide-ranging and therefore a blanketed, “cookie cutter” approach to finding solutions does not exist. Rather, my process begins and ends by paying close attention to the sometimes-subtle nuances of planning. As a result, I have built a practice of trusted long-term relationships and continue to emphasize to my clients the importance of monitoring and maintaining their financial plans over time. So far, 2020 has been an impactful year for me. Never did I think I would get married in the midst of a global pandemic, but in doing so, I was further reminded of the importance of relationships and the strength that they foster. My wife, Karyn, provides me with unconditional support and love and I make sure to “pay it forward” to my clients by providing comfort and clarity to them in uncertain times. This is my greatest motivator and what my platform as a consultant has always allowed me to do.

Listed skills include Wealth Management, Risk Management, Tax Efficient Investing Strategies, Financial Planning, and 15 others.

Current workplace

Terrence Leong's current company

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Equitable Advisors
Equitable Advisors
Financial Consultant | Equitable Advisors
Website
Employees
3118
AeroLeads page
5 roles · 19 years

Terrence Leong work experience

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

Financial Consultant

Current

Greater New York City Area

Equitable Advisors is the brand name for AXA Advisors, LLC

Jan 2020 - Present

Financial Consultant

Greater New York City Area

AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9dCA Insurance Lis. # 0M51449

Mar 2018 - Jan 2020

Technical Director/Registered Polysomnographic Technologist (Rpsgt)

Pulmonary & Critical Care Consultants, Pc

Lynbrook, NY

  • Hire and manage a team of sleep technicians to ensure that the sleep lab operates efficiently and smoothly
  • Work supportively and effectively with nervous clients and handle sensitive information on a daily basis
  • Build and maintain close and long-lasting client relationships
  • Supervise projects to ensure compliance with all protocols, highly effective outcomes for clients, and on time completion
  • Perform under pressure and make critical decisions independently with minimal supervision
  • Implement all new software and equipment updates, and train technicians in their use
Apr 2011 - May 2018

Sleep Technician

Sleep Lab, Inc
  • Trained technicians to provide necessary accommodations for sleep disorder patients
  • Took on a lead technician role to help the lab achieve accreditation
  • Developed appropriate solutions and effectively transformed the work environment to be more financially efficient
  • Conducted both day-time and night-time tests to accommodate wide variety of clients
2007 - Apr 2011

Registered Polysomnographic Technologist (Rpsgt)

Huntington Medical Group Pc

Huntington, NY

  • Acquired RPSGT certification through the Board of Registered Polysomnographic Technologists (BRPT)
  • Conducted Polysomnography diagnostic tests and performed CPAP (continuous positive airway pressure) treatments for patients based on test results
2007 - 2008 ~1 yr
Team & coworkers

Colleagues at Equitable Advisors

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1 education record

Terrence Leong education

FAQ

Frequently asked questions about Terrence Leong

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

What company does Terrence Leong work for?

Terrence Leong works for Equitable Advisors.

What is Terrence Leong's role at Equitable Advisors?

Terrence Leong is listed as Financial Consultant | Equitable Advisors at Equitable Advisors.

What is Terrence Leong's email address?

AeroLeads has found 1 work email signal at @equitable.com for Terrence Leong at Equitable Advisors.

Where is Terrence Leong based?

Terrence Leong is based in New York, New York, United States while working with Equitable Advisors.

What companies has Terrence Leong worked for?

Terrence Leong has worked for Equitable Advisors, Axa Advisors, Llc, Pulmonary & Critical Care Consultants, Pc, Sleep Lab, Inc, and Huntington Medical Group Pc.

Who are Terrence Leong's colleagues at Equitable Advisors?

Terrence Leong's colleagues at Equitable Advisors include Angela Bittone Iantosca, Kevin Broom, Justin Weinberger, Ariana Herion, and Peter Cavazos.

How can I contact Terrence Leong?

You can use AeroLeads to view verified contact signals for Terrence Leong at Equitable Advisors, including work email, phone, and LinkedIn data when available.

What schools did Terrence Leong attend?

Terrence Leong holds Bachelor'S Degree, Economics from Stony Brook University.

What skills is Terrence Leong known for?

Terrence Leong is listed with skills including Wealth Management, Risk Management, Tax Efficient Investing Strategies, Financial Planning, Research, Healthcare, Asset Allocation Strategies, and Estate Planning Strategies.

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