Resumes
Resumes
Vice President - Strategy, Planning And Analysis
View pageLocation:
Tampa, FL
Industry:
Financial Services
Work:
Citi
Vice President - Strategy, Planning and Analysis - Finance and Risk Technician
Citi
Chief of Staff, Vice President
New York Life Insurance Company Oct 2009 - Jan 2017
Agent
Nylife Securities Llc Mar 2010 - Jan 2017
Financial Services Professional
Citi May 2007 - Sep 2009
Vp, Client Services
Vice President - Strategy, Planning and Analysis - Finance and Risk Technician
Citi
Chief of Staff, Vice President
New York Life Insurance Company Oct 2009 - Jan 2017
Agent
Nylife Securities Llc Mar 2010 - Jan 2017
Financial Services Professional
Citi May 2007 - Sep 2009
Vp, Client Services
Education:
Fairleigh Dickinson University 2003 - 2009
Bachelor of Applied Science, Bachelors, Economics Fiorello H. Laguardia Community College 1993 - 1995
Associates, Financial Management, Finance
Bachelor of Applied Science, Bachelors, Economics Fiorello H. Laguardia Community College 1993 - 1995
Associates, Financial Management, Finance
Skills:
Retirement Planning
Investments
Financial Services
Life Insurance
Small Business
401K Rollovers
Estate Planning
Wealth Preservation Planning
Risk Management
Finance
Licensed Life Insurance Agent
Annuity Sales
Protection Planning/Family Security
Management
Mutual Funds
Asset Protection
Gifting Strategies
Succession Planning
Key Person Protection
Fixed Annuities
Multi Generational Wealth Transfer
Financial Analysis
Legacies
Asset Management
Investments
Financial Services
Life Insurance
Small Business
401K Rollovers
Estate Planning
Wealth Preservation Planning
Risk Management
Finance
Licensed Life Insurance Agent
Annuity Sales
Protection Planning/Family Security
Management
Mutual Funds
Asset Protection
Gifting Strategies
Succession Planning
Key Person Protection
Fixed Annuities
Multi Generational Wealth Transfer
Financial Analysis
Legacies
Asset Management
Languages:
English
Spanish
Spanish
Personal Fitness Trainer
View pageLocation:
Tampa, FL
Work:
Personal Fitness Trainer
Jose Paula
View pageLocation:
Tampa, FL
Industry:
Financial Services
Work:
New York Life Insurance Company
Financial Services Professional
Financial Services Professional
Jose Paula
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Jose Paula
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Jose Paula
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Jose Paula
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Jose Paula
View pageIndustry:
Insurance