Eric Halpern Email & Phone Number
Head of Strategic Initiatives Service Experience | Strategy and Innovation | CX | Transformation @ New York Life
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Eric Halpern Location
- Merrick, NY, US
Eric Halpern Work
- Head of Strategic Initiatives Service Experience | Strategy and Innovation | CX | Transformation @ (July 2025 - Present)
- Corporate Vice President @ (November 2022 - July 2025)
- Corporate Vice President @ (September 2017 - July 2025)
- Regional Vice President @ (March 2007 - December 2022)
- Divisional Sales Desk Manager @ (May 2014 - August 2017)
- Internal Wholesaler @ (March 2007 - February 2010)
- Financial Advisor @ IFMG (June 2006 - March 2007)
Eric Halpern Education
- SUNY Oneonta 2002-2006
Eric Halpern Skills
- Collaborative Problem Solving
- Leadership Development
- Operations Management
- Strategic Planning
- Talent Developer
- Fixed Annuities
- Mutual Funds
- Retirement Planning
- Investments
- Business Development
- Banking
- Public Speaking
- Project Management
- IRAs
- 401k
- Series 7
- Series 63
- Series 65
- Series 24
- Retirement
- Insurance
- Financial Advisory
- Financial Services
- Finance
- Separately Managed Accounts
- Guaranteed Lifetime Income
- Variable Annuities
- Wealth Management
- Asset Allocation
- Asset Management
- Portfolio Management
- Sales
- Financial Planning
- Investment Strategies
- Investment Advisory
- Trading
- Training
- Strategy
- Sales Management
Eric Halpern Summary
- Eric Halpern, based in Merrick, NY, US, is currently a Head of Strategic Initiatives Service Experience | Strategy and Innovation | CX | Transformation at New York Life Insurance Company. Eric Halpern brings experience from previous roles at New York Life Insurance Company and New York Life & MainStay Investments. Eric Halpern holds a 2002 - 2006 SUNY Oneonta. With a robust skill set that includes Collaborative Problem Solving, Leadership Development, Operations Management, Strategic Planning, Talent Developer and more. Eric Halpern has 3 emails and 3 mobile phone numbers on RocketReach.
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