Thomas McKay Email & Phone Number
Director, Advanced Sales @ Crump Life Insurance Services
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Thomas McKay Location
- Rochester, NY, US
Thomas McKay Work
- Director, Advanced Sales @ (November 2023 - Present)
- Advanced Case Design Consultant @ (February 2023 - November 2023)
- Life Insurance Specialist @ (December 2020 - January 2023)
- Vice President of Adviser Development @ (November 2018 - September 2020)
- Advanced Markets Director @ (May 2011 - November 2018)
- Wealth Advisor @ (March 2004 - May 2011)
Thomas McKay Education
- University of Denver
BSBA (Management)
Thomas McKay Skills
- Succession Planning
- Executive Benefit Strategies
- Financial Planning
- Sales
- Business Development
- Microsoft Excel
- Financial Services
- Retirement Planning
- Insurance
- Estate Planning
- Customer Relationship Management (CRM)
- Microsoft Office
- Non-Qualfied Executive Benefits
Thomas McKay Summary
- Thomas McKay, based in Rochester, NY, US, is currently a Director, Advanced Sales at Crump Life Insurance Services. Thomas McKay brings experience from previous roles at Davie Kaplan, CPA, P.C., Vision Financial Group and Centra Financial Group. Thomas McKay holds a BSBA in Management @ University of Denver. With a robust skill set that includes Succession Planning, Executive Benefit Strategies, Financial Planning, Sales, Business Development and more. Thomas McKay has 3 emails and 3 mobile phone numbers on RocketReach.
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Thomas McKay
Director, Advanced Sales
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