Name variants:
Ricky Kester
Last updated Jun 14, 2024
Contact Information
Last Update
Jul 9, 2022
Email
ri**@newyorklife.com, ke**@gmail.com
Location
San Diego, CA
Company
Workplace
Colleagues
Work History
Team Manager, Advisor Relations
135 Greene St, Jersey City, NJ 07302
from Dec 2017
Corporate Vice President, Variable Product Service Center
51 Madison Ave, New York, NY 10010
Manage a team of Suitability Representatives and Registered Principals across multiple sites; responsible for ensuring all annuity, life insurance, and long term care new business and infor...
Jun 2014 — Oct 2016
Compliance Associate, Suitability Review and Complaint Resolution
1 National Life Dr, Montpelier, VT 05604
Performed suitability review for fixed and fixed indexed annuities for various lines of business including IRA, Non-qualified, Roth IRA and 403(b).
Evaluate operations procedures, identify...
Nov 2009 — May 2014
Relationship Manager (Top Producer Support); New Business Principal
Tulsa, OK
2004 — 2009
Financial Services Representative
501 Boylston St, Boston, MA 02116
Sales and service of protection and retirement products; focused on providing lifelong income and estate planning solutions
Dec 2003 — Aug 2004
Intelligence Specialist 3Rd Class
Analyze and interpret raw intelligence data from multiple sources for presenting in officer briefings.
Sep 1998 — Mar 2002
Aviation Storekeeper 2Nd Class
Manager of material control aboard the USS Carl Vinson, USS Abraham Lincoln. Dedicated support to E-2C security operations during counter narcotics operations.
Sep 1994 — Jul 1999
Aviation Storekeeper 2nd class (Supply, Shipping/Receiving Supervisor)
San Diego, CA
Education
2006 — 2008
2002 — 2003
Occupations
Executive
Manager
Advisor
Accountant
Finance and Accounting Specialist
Vice President
Agents
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Fixed Annuities
Finra
Retirement Planning
Series 6
Series 63
Risk Management
Series 26
Estate Planning
Variable Annuities
Indexed Annuities
Partner Relationship Management
Operational Efficiency
Series 7
Variable Life
Series 24
Series 26
Series 63
MBA
Registered Principal
Suitability
Complaint Resolution
Email Monitoring
Data Analysis
Form Creation
Annuity Subject Matter Expert
403(b)
403b
Market Conduct
FINRA
NAIC
SPAT
Reg 60
eDiscovery
FAQs about Rick Kester
What's the main profession of Rick Kester?
The expert is a Team Manager, Advisor Relations.
What jobs is Rick Kester proficient at at?
The expert is proficient at such jobs as Executive and Manager.
Where does Rick Kester live?
San Diego, California is the place where Rick Kester lives
Does Rick Kester have the email address?
ri**@newyorklife.com and ke**@gmail.com is Rick Kester's email address.
Where did Rick Kester work?
Rick Kester worked at Td Ameritrade Institutional, New York Life Insurance Company.
What education does Rick Kester have?
Rick studied at the Southern Nazarene University from 2006 to 2008.
What is the industry that Rick Kester is connected to?
Rick Kester works in Financial Services industry.
What are professional skills of Rick Kester?
Rick has such skills as.