Carl Ostergaard Email & Phone Number
Investment Product Manager, Annuities @ Citizens Securities, Inc.
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Carl Ostergaard Location
- New York, NY, US
Carl Ostergaard Work
- Investment Product Manager, Annuities @ (October 2024 - Present)
- Annuity Sales Desk Team Lead @ (October 2024 - Present)
- Investment Product Specialist, Annuities @ (January 2023 - October 2024)
- Chief Master Sergeant @ (June 2020 - September 2025)
- Senior Noncommissioned Officer @ (July 2011 - May 2020)
- Noncommissioned Officer @ (August 2001 - June 2011)
- Financial Consultant @ (November 2020 - September 2022)
- Director - Lead Associate – Sales and Marketing – Annuities @ (March 2014 - November 2020)
- Associate Director - Wealth Planning Internal Sales Specialist @ (August 2010 - February 2014)
- Annuity Sales Desk Specialist @ (January 2023 - October 2024)
- Vice President - Investments @ (November 2005 - August 2010)
- Financial Advisor @ (April 2001 - November 2005)
- Noncommissioned Officer @ (May 1998 - October 2000)
- Soldier @ (October 1991 - May 1998)
Carl Ostergaard Education
- Fairleigh Dickinson University
BA (Political Science)
2003 - County College of Morris
A (Social Science)
2001 - Community College of the Air Force
AS (Transportation)
2010
Carl Ostergaard Skills
- Uniform Combined State Law
- Series 63
- Annuities
- Notary Public
- Insurance Planning
- Strategic Financial Planning
- Commissioning
- Management
- Financial Planners
- Fixed Annuities
- Retirement
- Series 65
- Retirement Planning
- Engineering
- Military
- Series 7
- Accident
- Wealth Management
- Financial Planning
- Series 24
- Trading
- Alternative Investments
- Financial Services
- Sales
- Financial Advisory
- Investments
- Securities
- Wealth Management Services
- Estate Planning
- Investment Strategies
- Portfolio Management
- Insurance
- FINRA
- Asset Management
- Mutual Funds
- Securities Regulation
- Finance
- Public Speaking
- Leadership
- Business Development
- Equities
- Risk Management
- 401k
Carl Ostergaard Summary
- Carl Ostergaard, based in New York, NY, US, is currently a Investment Product Manager, Annuities at Citizens Wealth Management. Carl Ostergaard brings experience from previous roles at Citizens Wealth Management and U.S. Air Force Reserve. Carl Ostergaard holds a BA in Political Science @ Fairleigh Dickinson University. With a robust skill set that includes Uniform Combined State Law, Series 63, Annuities, Notary Public, Insurance Planning and more. Carl Ostergaard has 2 emails and 2 mobile phone numbers on RocketReach.
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