Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Oliver Gray

Oliver Gray

Hudson,FL

Summary

Dynamic financial professional with a proven track record in wealth management and client relationship cultivation. Skilled in developing comprehensive financial plans and mentoring junior representatives. Focused on delivering exceptional client service and optimizing investment strategies.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Registered Financial Representative

New York Life Insurance Co
09.2015 - Current
  • Engaged with clients to understand financial objectives and recommend tailored insurance products that meet their specific needs.
  • Analyzed client portfolios to ensure compliance with regulatory standards and optimize investment strategies.
  • Developed comprehensive financial plans, integrating life insurance, retirement savings, and investment options.
  • Mentored junior representatives on effective sales techniques and customer service best practices.
  • Cultivated client relationships to identify financial needs and recommend tailored insurance solutions.

Education

Bachelor of Science - Public Administration

Kutztown University of Pennsylvania
Kutztown, PA
05-1987

Skills

  • Cash flow management
  • Retirement planning
  • Portfolio management
  • Wealth management

Certification

Series 6 & 63 Securities License

CLTC Designation

State of Florida Insurance License

Timeline

Registered Financial Representative

New York Life Insurance Co
09.2015 - Current

Bachelor of Science - Public Administration

Kutztown University of Pennsylvania