Walter Gonzalez Email and Phone Number
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Walter Gonzalez personal email
Walter Gonzalez phone numbers
Broad knowledge of retirement products such as 401k plans, 403b plans, defined contribution plans, pensions and defined benefits plans.Over 20+ years experience in a managerial/supervisor role and 14+ years experience in the retirement planning industry. Strong customer service skills including advanced presentation and negotiation skills, strong oral and written communication skills and the ability to effectively communicate with diverse audiences - I speak, read and write Spanish fluently. Other invaluable skills such as excellent conflict resolution, analytical and problem solving skills and the ability to work well under pressure with multiple priorities and deadlines. Industry specific certifications - FINRA Series 6, FINRA Series 26, LOMA-Fellow Financial Services Institue, Associate Life Management Institue, Associate Customer Services and a New Jersey Notary Public.Specialties: Retirement Plans/401k/403b/IRADefined Benefit PlansCustomer Service
New York Life Insurance Company
View- Website:
- newyorklife.com
- Company phone:
- 212-576-7000
- Company email:
- socialmedia@newyorklife.com
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Corporate Vice President-Tax Qualified PlansNew York Life Insurance CompanyRidgefield, Nj, Us
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Corporate Vice President-Tax Qualified PlansNew York Life Insurance Company Aug 2015 - PresentNew York, New York, Us -
Assistant Vice President-Tax Qualified PlansNew York Life Insurance Company Sep 2011 - PresentNew York, New York, Us
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Director - Tax Qualified PlansNew York Life Insurance Company Jul 2009 - Sep 2011New York, New York, Us
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Client Services ManagerAxa Equitable Oct 2005 - Jan 2009New York, Ny, UsMotivate, lead and develop a team of seven to twelve Account Executives including weekly team meetings, update on industry changes, system enhancements, update on new procedures, performance reviews, attendance, overtime, vacations, alpha/case work distribution. Participate in the hiring process by conducting interviews and evaluating candidates. Act as a resource for training Account Executives.Provide feedback to Assistant Vice President, Marketing and Product areas on clients’ and product needs. Act as a backup to the Assistant Vice President in operation procedures with the group. Develop and present client seminars at enrollment and educational meetings, conventions and other association meetings with the Sales/Marketing area. -
Senior Account ExecutiveAxa Equitable Aug 1999 - Oct 2005New York, Ny, UsRespond by telephone & written communication to heavy volume of plan administrators’ & participants’ inquiries on incorporated & unincorporated defined contribution pension, profit sharing, 401(k) plans,IRAs and Tax Sheltered Annuities. Create & analyze contribution calculations, contribution proposals in conjunction with plan design changes; completion of 401(k) and IRS Form 5500 census packages; understanding and responding to 401(k) discrimination testing results, IRS Form 5500 filing. Responsible for plan design, cross selling new products/plans, plan amendments in connection with tax and security law requirements and general plan compliance.Provide benefit counseling to plan administrators & participants with the emphasis on legal compliance and asset retention.Aid plan participants with Qualified Domestic Relation Orders, Required Minimum Distribution Calculations, annuity purchases at retirement, loan requests, 401k hardship requests, IRS form 1099Rs & 5498s
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Account ExecutiveAxa Equitable Aug 1998 - Aug 1999New York, Ny, Us
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Assistant ManagerKid'S R Us Aug 1997 - Aug 1998Managed a staff of 25-40 employees. Implement customer service training directives; maintain 401k enrollment plan for employees, Human Resources Manager.Analyze gross/net margins, price adjustments, maintain inventory levels.Detailed knowledge of federal, state and local laws including FMLA, ADA, FLSA, etc.Compute payroll projections, expenses and earnings. Participate in the hiring process by conducting interviews and evaluating candidates.
Walter Gonzalez Skills
Walter Gonzalez Education Details
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Bergen Community College -
Berkeley CollegeBusiness Administration
Frequently Asked Questions about Walter Gonzalez
What company does Walter Gonzalez work for?
Walter Gonzalez works for New York Life Insurance Company
What is Walter Gonzalez's role at the current company?
Walter Gonzalez's current role is Corporate Vice President-Tax Qualified Plans.
What is Walter Gonzalez's email address?
Walter Gonzalez's email address is wa****@****zon.net
What is Walter Gonzalez's direct phone number?
Walter Gonzalez's direct phone number is +184328*****
What schools did Walter Gonzalez attend?
Walter Gonzalez attended Bergen Community College, Berkeley College.
What skills is Walter Gonzalez known for?
Walter Gonzalez has skills like Financial Services, Tax, Notary Public.
Who are Walter Gonzalez's colleagues?
Walter Gonzalez's colleagues are Mai Tran, Maria Singer, Dawn Le, Florence Stanley, Michael Hurst, Scott Valenti, Otis Johnson Lutcf.
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