Carl Ostergaard Email & Phone Number
Annuity Sales Desk Team Lead @ Citizens Securities, Inc.
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Carl Ostergaard Location
- New York, NY, US
Carl Ostergaard Work
- 2024 -now Annuity Sales Desk Team Lead @
- 2020 -2025 Chief Master Sergeant @
- 2023 -2024 Annuity Sales Desk Specialist @
- 2020 -2022 Financial Consultant @
- 2014 -2020 Director - Lead Associate – Sales and Marketing – Annuities @
- 2011 -2020 Senior Noncommissioned Officer @
- 2010 -2014 Associate Director - Wealth Planning Internal Sales Specialist @
- 2001 -2011 Noncommissioned Officer @
- 2005 -2010 Vice President - Investments @
- 2001 -2005 Financial Advisor @
- 1998 -2000 Noncommissioned Officer @
- 1991 -1998 Soldier @
Carl Ostergaard Education
- Fairleigh Dickinson University
BA (Political Science)
- Community College of the Air Force
AS (Transportation)
- County College of Morris
A (Social Science)
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 Annuity Sales Desk Team Lead at Citizens Wealth Management. Carl Ostergaard brings experience from previous roles at U.S. Air Force Reserve, Citizens Wealth Management, Fidelity Investments and UBS. 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 1 emails and 2 mobile phone numbers on RocketReach.
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