Chris Halvey Email & Phone Number
Managing Director, Insurance and Case Design @ Heritage Strategies LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Chris Halvey Location
- Woodbury, NY, US
Chris Halvey Work
- 2008 -now Managing Director, Insurance and Case Design @
- 2007 -2007 Intern @
Chris Halvey Education
- Stony Brook University
Bachelor of Science (B.S.) (Double Major, Economics and Business Management (Concentration: Finance))
2004-2008
Chris Halvey Skills
- Estate Planning
- Insurance
- Business Planning
- Life Insurance
- Investments
- Financial Analysis
- Strategic Planning
- Underwriting
- Risk Management
- Financial Planning
- Disability Insurance
- Fixed Annuities
Chris Halvey Summary
- Chris Halvey, based in Woodbury, NY, US, is currently a Managing Director, Insurance and Case Design at Heritage Strategies LLC. Chris Halvey brings experience from previous roles at MetLife. Chris Halvey holds a 2004 - 2008 Bachelor of Science (B.S.) in Double Major, Economics and Business Management (Concentration: Finance) @ Stony Brook University. With a robust skill set that includes Estate Planning, Insurance, Business Planning, Life Insurance, Investments and more. Chris Halvey has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Chris Halvey?
Find contact details for 700 million professionals.
Others Named Chris Halvey
Top Heritage Strategies LLC Employees
Ted Zurek
Senior Vice President
New York, NY, US
Thomas Fanning
Partner
New York, NY, US
James Fitzgerald
co managing member
Woodbury, NY, US
Thomas Fanning
Managing Partner
Woodbury, NY, US
James Fitzgerald
Co-Managing Partner
Woodbury, NY, US
Keith McMahon
Director, Estate and Business Analysis
Woodbury, NY, US
Jessica Varkey
Director of Operations
New York, United States
Lisa Siegfried
Director Of Client Development
New York, NY, US
Jim Fitzgerald
Private Investor
Locust Valley, NY, US
Jennifer Mejia
Chief Operating Officer
Woodbury, NY, US
Coleen Sherman
Employee Benefits Specialist
New York, NY, US
Chris Halvey
Managing Director, Insurance and Case Design
Woodbury, NY, US
William Morales
Intern
New York, NY, US
Micah Barker
Client Service Lead
New York, NY, US
Matthew Noh
Public Finance Fellow
New York, NY, US
Rosie Salsone
Client Services Associate
Long Beach, NY, US
Alexander Cover
Asset Analyst
Syosset, NY, US
Mark da Costa
Intern
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co