Financial Consultant
CurrentEquitable Advisors is the brand name for AXA Advisors, LLC
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@equitable.com
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Terrence Leong is listed as Financial Consultant | Equitable Advisors at Equitable Advisors, a with 3118 employees, based in 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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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.
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Greater New York City Area
Equitable Advisors is the brand name for AXA Advisors, LLC
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
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• Work closely with vendors to test and implement new medical products for the lab• Conduct tests and in-person patient consultations to ensure proper diagnosis, and supervise research studies on patients in clinical trials
• 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
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
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
Henry Eriksen
Colleague at Equitable AdvisorsNewport, Kentucky, United States
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Daniel Smith
Colleague at Equitable AdvisorsNew York, United States
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Valorie Gast
Colleague at Equitable AdvisorsMarathon County, Wisconsin, United States
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Stephanie Ruffo
Colleague at Equitable AdvisorsSyracuse, New York, United States
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Jeremy Klomberg
Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States
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Michael Barron
Colleague at Equitable AdvisorsDallas-Fort Worth Metroplex, United States
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Mauro Parra
Colleague at Equitable AdvisorsWappingers Falls, New York, United States
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Hank Fiumara
Colleague at Equitable AdvisorsCary, North Carolina, United States
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Aaron Arditi
Colleague at Equitable AdvisorsNew York, United States
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Robert Blanchard
Colleague at Equitable AdvisorsOrlando, Florida, United States
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Quick answers generated from the profile data available on this page.
Terrence Leong works for Equitable Advisors.
Terrence Leong is listed as Financial Consultant | Equitable Advisors at Equitable Advisors.
AeroLeads has found 1 work email signal at @equitable.com for Terrence Leong at Equitable Advisors.
Terrence Leong is based in New York, United States while working with Equitable Advisors.
Terrence Leong has worked for Equitable Advisors, Axa Advisors, Llc, Pulmonary & Critical Care Consultants, Pc, Sleep Lab, Inc, and Huntington Medical Group Pc.
Terrence Leong's colleagues at Equitable Advisors include Henry Eriksen, Daniel Smith, Valorie Gast, Stephanie Ruffo, and Jeremy Klomberg.
You can use AeroLeads to view verified contact signals for Terrence Leong at Equitable Advisors, including work email, phone, and LinkedIn data when available.
Terrence Leong holds Bachelor'S Degree, Economics from Stony Brook University.
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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