R. Willis Email & Phone Number
Managing Partner @ New York Life
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R. Willis Location
- Macon, GA, US
R. Willis Work
- Managing Partner @ (April 2020 - Present)
- Senior Partner @ (September 2016 - April 2020)
- Partner @ (September 2012 - April 2020)
- Agent @ Partners Financial Group (July 2010 - September 2012)
- Sales Manager @ Capstone Financial Partners (September 2007 - October 2010)
- Partner @ (July 2004 - August 2007)
- Agent @ (May 2002 - July 2004)
- Lounge Manager @ Spring Hlll Country Club (May 2001 - April 2002)
- Bag Room Attendent @ Grand Cypress Resort (January 2000 - May 2001)
R. Willis Education
- Valdosta State University
Bachelor of Arts (B.A.) (History)
1995-1997 - Abraham Baldwin Agricultural College
Business Administration and Management (General)
1993-1995
R. Willis Skills
- 401k
- Business Planning
- Career Development
- Charitable Giving
- Education Funding Strategies
- Insurance
- Investments
- Leadership
- Leadership Development
- Life Insurance
- Mentoring
- Mutual Funds
- Recruiting
- Recruitment/Retention
- Retirement Planning
- Sales Recruitment
- Succession Planning
- Training
- Wealth Transfer Strategies
- Estate Planning
- College Recruiting
- Financial Recruiting
- Thought Leadership
- Retirement
- Employee Benefits
- Health Insurance
- IRAs
- Disability Insurance
- Fixed Annuities
- Financial Advisory
- Strategic Financial Planning
- Wealth Management
- Financial Planning
R. Willis Summary
- R. Willis, based in Macon, GA, US, is currently a Managing Partner at New York Life Insurance Company. R. Willis brings experience from previous roles at New York Life Insurance Company, Partners Financial Group and Capstone Financial Partners. R. Willis holds a 1995 - 1997 Bachelor of Arts (B.A.) in History @ Valdosta State University. With a robust skill set that includes 401k, Business Planning, Career Development, Charitable Giving, Education Funding Strategies and more. R. Willis has 2 emails and 3 mobile phone numbers on RocketReach.
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