Shary Clf Email & Phone Number
Senior Managing Director | Strategic Markets Director @ WealthBridge Financial Group
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Shary Clf Location
- New York, NY, US
Shary Clf Work
- 2024 -now Senior Managing Director | Strategic Markets Director @
- 2024 -2024 Business Development Manager @
- 2019 -2024 Senior Partner @
- 2014 -2019 Partner @
- 2012 -2014 Financial Advisor @
- 2009 -2012 Agent @
- 2008 -2009 Financial Professional @ AXA Financial
- 2008 -2008 Personal Banker @
Shary Clf Education
- Fox School of Business at Temple University
Executive MBA (Business Administration and Management, General)
2018-2019 - The American College of Financial Services
Chartered Leadership Fellow (CLF)
2015-2017 - Siena College
Psychology
2004-2008 - Siena College
Economics (President, Psychology Club, 2006-2008; Founder, Latinos Unificando Nuestra America, 2007-2008; Member, Asian Association Club, 2004; Member, Siena Television Club, 2004)
2004-2008
Shary Clf Skills
- Insurance
- Life Insurance
- Sales
- Customer Service
- Investments
- Retirement Planning
- Leadership
- Fixed Annuities
- Financial Services
- Term Life Insurance
- Microsoft Office
- Retirement
- Marketing
- Disability Insurance
- Long-term Care
- 401(k) Rollovers
- Agent Coaching
- Agent Development
- Agent Retention
- Asset Protection
- Building Relationships
- Business Development
- Business Exit Strategy
- Business Networking
- Business Succession Planning
- Buy-sell Agreements
- Career Development
- Charitable Giving
- ChFC
- CLTC
- CLU
- Coaching
- Communication
- Creative Problem Solving
- IRA Rollovers
- Job Coaching
- Interviewing
- Instructor-led Training
- Hands on Leader
- Gifting Strategies
- Curriculum Development
- Estate Planning
- Event Coordination
- Event Marketing Strategy
- Executive Management
- CRM
- Cross-functional Team Leadership
- CRPC
- CRPS
- Organizational Development
- Microsoft Word
- Project Management
- Banking
- Finance
- Instructor Led Training
- Buy Sell Agreements
- Cross Functional Team Leadership
- Long Term Care
- 401k Rollovers
- Has Errors
- Great
- 401 Rollovers
Shary Clf Summary
- Shary Clf, based in New York, NY, US, is currently a Senior Managing Director | Strategic Markets Director at WealthBridge Financial Group. Shary Clf brings experience from previous roles at Prudential Advisors and New York Life Insurance Company. Shary Clf holds a 2018 - 2019 Executive MBA in Business Administration and Management, General @ Fox School of Business at Temple University. With a robust skill set that includes Insurance, Life Insurance, Sales, Customer Service, Investments and more. Shary Clf has 1 emails and 2 mobile phone numbers on RocketReach.
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