Andy Stein Email & Phone Number
Financial Services Professional
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Andy Stein Location
- Melville, NY, US
Andy Stein Work
- 2010 - now Financial Services Professional @ NYLIFE Securities LLC
- 2010 - now Licensed Agent @
- 1989 - 2010 Vice President, Sales @ xpedx Central Marquardt
Andy Stein Education
- State University of New York College at Buffalo
BA Cum Laude (Communication)
1981 - 1985
Andy Stein Skills
- Microsoft Office
- Public Speaking
- Strategic Planning
- Financial Analysis
- Strategy
- Education Funding Strategies
- Annuity Sales
- Multi Generational Wealth Transfer
- Licensed in Long Term Care Insurance
- Licensed Life Insurance Agent
- SaaS
- IRA Rollovers
- Leadership
- Estate Planning
- Wealth Preservation Planning
- Assest Protection
- Insurance
- Retirement Planning
- Account Management
- Legacies
- Permanent Life Insurance
- Customer Satisfaction
- Investments
- Communication
- Relationship Management
- Lgbt Planning
- Multi Generational Planning
- Financial Services
- Life Insurance Strategies
- Life Insurance
- Lifetime Income Strategies
- Building Relationships
- Charitable Giving
- Gifting Strategies
- Buy Sell Agreements
- Risk Management
- Key Person Insurance
- Business Succession Planning
- Wealth Transfer Strategies
- Grandchild Gifting
- Succession Planning
- Protection Planning/family Security
- Small Business
- 401k Rollovers
- Personal Finance
- Term Life Insurance
- Retirement
- Business Insurance Planning
- Creative Problem Solving
- Supplements To Employee Benefits
- Seminar Marketing
- Legacy Planning
- 401 Rollovers
Andy Stein Summary
- Andy Stein, based in Melville, NY, US, is currently a Financial Services Professional at NYLIFE Securities LLC. Andy Stein brings experience from previous roles at New York Life Insurance Company and xpedx Central Marquardt. Andy Stein holds a 1981 - 1985 BA Cum Laude in Communication @ State University of New York College at Buffalo. With a robust skill set that includes Microsoft Office, Public Speaking, Strategic Planning, Financial Analysis, Strategy and more. Andy Stein has 1 emails and 1 mobile phone numbers on RocketReach.
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