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Roger Malcolm Location
Buffalo, NY, US
Roger Malcolm Work
President and CEO @ KDM Wealth Consultants LLC (July 2024 - Present)
Branch Manager @ (January 2019 - July 2024)
Senior Executive Vice President @ Financial Partners of Upstate New York, a member of the MassMutual Financial Gro (October 2016 - January 2019)
General Manager @ (April 2012 - October 2016)
Assistant General Manager @ (January 2010 - April 2012)
District Sales Manager @ (November 1998 - January 2010)
Roger Malcolm Education
Canisius University
(Sociology, Psychology Criminal Justice,)
1990-1994
Roger Malcolm Skills
Leadership
Disability Insurance
Fixed Annuities
Critical Illness
Term Life Insurance
Training
Long-term Care
Life Insurance
Health Insurance
Retirement Planning
Universal Life
Insurance
Series 63
Risk Management
Commercial Insurance
Medicare
Claim
Employee Benefits
Financial Planners
IRAs
Long Term Care Insurance
Retirement
Sales
Management
Project Management
Marketing
Business Analysis
Customer Service
Financial Services
Sales Management
Long Term Care
Roger Malcolm Summary
Roger Malcolm, based in Buffalo, NY, US, is currently a President and CEO at KDM Wealth Consultants LLC. Roger Malcolm brings experience from previous roles at Bankers Conseco Life Insurance Company, Financial Partners of Upstate New York, a member of the MassMutual Financial Gro and Mutual of Omaha. Roger Malcolm holds a 1990 - 1994 Canisius University. With a robust skill set that includes Leadership, Disability Insurance, Fixed Annuities, Critical Illness, Term Life Insurance and more. Roger Malcolm has 1 emails and 1 mobile phone numbers on RocketReach.
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