Alan Spivey Email & Phone Number
Agent @ New York Life
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Alan Spivey Location
- Orlando, FL, US
Alan Spivey Work
- 2025 -now Agent @
- 2025 -now Financial Services Professional @ NYLIFE Securities LLC
- 2023 -2025 Sr. Sales and Marketing Operations Program Manager @
- 2022 -2024 CEO and Director of Development @ Stewarding Community Capital, LLC
- 2022 -2023 Customer Experience Manager (Series 24) @
- 2019 -2022 Customer Experience Representative @
- 2014 -2018 Senior Auditor @
- 2012 -2014 Case Auditor @
- 2010 -2012 Bookkeeper @
- 2006 -2008 Manager @ FL State Fraternal Order of Police Fund-raising Center
Alan Spivey Education
- Florida Agricultural and Mechanical University
Business Administration and Management (Business Administration and Management, General)
2002-2007
Alan Spivey Skills
- User Stories
- Sprint Planning
- Requirements Gathering
- Business Requirements
- Jira
- Business Process
- CAMS Audit
- Anti-Money Laundering
- Know Your Customer (KYC)
- Compliance
- Suspicious Activity Report (SAR)
- Series 24
- Risk Management
- Risk Assessment
- Process Improvement
- Customer Retention
- Customer Experience
- Fraud Prevention
- Sales
- Negotiation
- Microsoft Office
- Microsoft Excel
- Event Planning
- Investment Properties
- Real Estate
- Real Estate Transactions
- Microsoft Word
- Finance
- Management
- Foreclosures
- Customer Service
- Leadership
- Strategic Planning
- Distressed Debt
- Distress Properties
- Accounting
- Mortgage Lending
- Analysis
- Data Privacy
- Privacy Law
- Privacy Policies
- Personal Data Protection
- Government Regulations
- Employee Data Management
- Certified Information Privacy Professional
- Financial Risk Management
- Six Sigma Green Belt
- Lean Six Sigma
- Strategy
- Financial Reporting
- Entrepreneurship
Alan Spivey Summary
- Alan Spivey, based in Orlando, FL, US, is currently a Agent at New York Life Insurance Company. Alan Spivey brings experience from previous roles at NYLIFE Securities LLC, Wealth Enhancement Group, Stewarding Community Capital, LLC and Robinhood. Alan Spivey holds a 2002 - 2007 Business Administration and Management in Business Administration and Management, General @ Florida Agricultural and Mechanical University. With a robust skill set that includes User Stories, Sprint Planning, Requirements Gathering, Business Requirements, Jira and more. Alan Spivey has 4 emails and 1 mobile phone numbers on RocketReach.
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