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Kai Hui Location
New York, NY, US
Kai Hui Work
2017 -now Personal Financial Representative @
2016 -2017 Managing Associate @
2003 -2016 Financial Services Professional @
Kai Hui Education
NYU Stern School of Business
MBA (Marketing/Intl Business)
1988-1990
Syracuse University - Martin J. Whitman School of Management
BS (Finance, Human Resources Mgmt)
1980-1984
Stuyvesant High School 1977-1980
Kai Hui Skills
Mutual Funds
Variable Annuities
Executive Benefit
401k Rollovers
Estate Planning
Permanent Life Insurance
Financial Planning
Pensions
IRAs
Wealth Preservation Planning
Retirement Planning
Roth IRA
Series 7
Project Management
College Savings Plans
Universal Life
Buy Sell Agreements
Term Life Insurance
Key Person Insurance
Wealth Accumulation
Financial Planners
Fixed Annuities
Investment Strategies
Strategic Financial Planning
Whole Life
Series 6
401k
Investment Advisory
Options
Microsoft Office
Strategic Financial
FINRA
Alternative Investments
Securities
Wealth Management Services
Wealth Management
Asset Allocation
Leadership
Financial Services
Guaranteed Lifetime
Life Insurance
Long Term Care
Wealth Preservation
Key Person Protection
Guaranteed Lifetime Income
Retirement
Disability Insurance
Long Term Care Insurance
Accounting
Series 63
Wealth
Financial Advisory
Budgets
Investments
Insurance
Executive Benefit Strategies
Customer Service
Kai Hui Summary
Kai Hui, based in New York, NY, US, is currently a Personal Financial Representative at Allstate Financial Services, LLC. Kai Hui brings experience from previous roles at MassMutual Financial Group and New York Life Insurance Co.. Kai Hui holds a 1988 - 1990 MBA in Marketing/Intl Business @ NYU Stern School of Business. With a robust skill set that includes Mutual Funds, Variable Annuities, Executive Benefit, 401k Rollovers, Estate Planning and more. Kai Hui has 3 emails and 2 mobile phone numbers on RocketReach.
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