Carlos Becker Email & Phone Number
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Carlos Becker Location
- Bellevue, WA, US
Carlos Becker Work
- Financial Services Professional @ NYLIFE Securities LLC (February 2013 - Present)
- Financial Consultant @ (January 2010 - January 2013)
- Account Executive @ Countrywide (April 2006 - August 2008)
- Treasurer @ Alpha Sigma Phi (January 2002 - January 2004)
- Mortgage Specialist @ (June 2003 - October 2003)
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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