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Carlos Becker Location
Bellevue, WA, US
Carlos Becker Work
2013 -now Financial Services Professional @ NYLIFE Securities LLC
2010 -2013 Financial Consultant @
2006 -2008 Account Executive @ Countrywide
2002 -2004 Treasurer @ Alpha Sigma Phi
2003 -2003 Mortgage Specialist @
Carlos Becker Education
University of Washington
Bachelor of Arts (Economics and History)
2000-2005
Meadowdale High School 1996-2000
Carlos Becker Skills
Multi Generational Wealth Transfer
Key Person Protection
Software
Wealth Preservation Planning
Retirement Planning
Estate Planning
Annuity Sales
Licensed Life Insurance Agent
Strategic Planning
Investments
Financial Analysis
Marketing
Small Business
Succession Planning
Insurance
401k Rollovers
Keywords
Retirement
Project Management
Microsoft Excel
Compensation
401 Rollovers
Carlos Becker Summary
Carlos Becker, based in Bellevue, WA, US, is currently a Financial Services Professional at NYLIFE Securities LLC. Carlos Becker brings experience from previous roles at AXA Advisors, LLC, Countrywide, Alpha Sigma Phi and Wells Fargo. Carlos Becker holds a 2000 - 2005 Bachelor of Arts in Economics and History @ University of Washington. With a robust skill set that includes Multi Generational Wealth Transfer, Key Person Protection, Software, Wealth Preservation Planning, Retirement Planning and more. Carlos Becker has 1 emails and 2 mobile phone numbers on RocketReach.
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