Martin Walcoe Email & Phone Number
Senior Vice President - Sales @ David Lerner Associates, Inc.
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Martin Walcoe Location
- Syosset, NY, US
Martin Walcoe Work
- 1990 - now Senior Vice President - Sales @
- 2019 - now President and CEO @
- 2009 - now Executive V.P. - Sales Development @
- 1986 - now Investment Counselor @
Martin Walcoe Education
- SUNY Albany
Bachelor of Science (BS) (Accounting)
1981 - 1985 - East Meadow High School
Martin Walcoe Skills
- Estate Planning
- Series 63
- Banking
- Fixed Annuities
- Retirement Planning
- Account Management
- Financial Planning
- Sales
- Tax Free Municipal Bonds
- IRAs
- Investments
- Variable Annuities
- Finance
- 401k
- Asset Allocation
- Real Estate Investment
- Investment Advisory
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Sales Management
- Strategic Financial Planning
- Microsoft Office
- Asset Management
- Long Term Care
- Disability Insurance
- Financial Analysis
- Real Estate Investment Trusts
- Management
- Business Strategy
- Strategic Financial
- Marketing Strategy
- REIT
- Retirement
- Series 7
- Employee Benefits
- Securities
Martin Walcoe Summary
- Martin Walcoe, based in Syosset, NY, US, is currently a Senior Vice President - Sales at David Lerner Associates, Inc.. Martin Walcoe brings experience from previous roles at David Lerner Associates, Inc. and David Lerner Associates, inc.. Martin Walcoe holds a 1981 - 1985 Bachelor of Science (BS) in Accounting @ SUNY Albany. With a robust skill set that includes Estate Planning, Series 63, Banking, Fixed Annuities, Retirement Planning and more. Martin Walcoe has 1 emails and 2 mobile phone numbers on RocketReach.
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