Veronica Pine is a highly qualified professional, that works in New York Life Insurance Company main office of which is in 4. on the position of Corporate Vice President, Financial Planning from 2014. This expert has earned professional experience in more than six positions at different companies. Veronica Pine went to the Institute For Integrative Nutrition and was studying there to 2012. Tampa, Florida is the area, where this expert was known to live. Veronica Pine's phone and email are easily accessed through SoftwareOfficial on demand.
Name variants:
Nicky Pine,
Nicki Pine,
Ronnie Pine,
Ronni Pine,
Ronny Pine,
Fanny Pine,
Vernie Pine,
Vroni Pine
Last updated Jun 24, 2024
Contact Information
Last Update
Jul 4, 2022
Email
ve**@ubs.com
Location
Tampa, FL
Company
New York Life Insurance Company
Workplace
Corporate Vice President, Financial Planning
Work History
Corporate Vice President, Financial Planning
51 Madison Ave, New York, NY 10010
Partner with Eagle advisors in a dedicated territory to provide comprehensive fee-based financial planning to their clients and prospects. Train former life insurance agents to become true h...
from May 1, 2014
Wealth Manager
9800 Fredericksburg Rd, San Antonio, TX 78240
Responsible for relationship management of key affluent and high net worth clientele via a newly launched wealth management offering. Conducted in depth discovery meetings, initiated and com...
Feb 2013 — Mar 2014
Senior Planning Consultant
182 Turnpike Rd SUITE 200, Westborough, MA 01581
Partnered with the firm’s principal to develop and execute initial business plans, alliance partnerships, marketing materials, software platforms, etc. as part of a newly formed RIA launch. ...
May 2010 — Dec 2012
Senior Wealth Planner
Drove sales of fee-based plans for ultra high net worth clients and prospects across a wide territory, with an average fee of $15,000 per engagement. Partnered with top tier UBS advisors to ...
Oct 2004 — Apr 2010
Assistant Vice President Private Planning and Director of Planning Pwa Team
New York, NY
Supervised full spectrum of wealth planning efforts for a $450mm advisory team. Formulated and presented financial plans and recommendations focused on goal achievement in areas such as reti...
Jun 2000 — Sep 2004
Financial and Estate Planning Associate
420 Montgomery St, San Francisco, CA 94129
Developed financial and estate plans for territory advisors. Drafted articles and marketing materials on topical financial planning concepts.
Sep 1995 — Apr 2000
Education
Occupations
Executive
Vice President
Partner
Agents
Advisor
Accountant
Finance and Accounting Specialist
Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Investments
Estate Planning
Finance
Life Insurance
Strategic Planning
Retirement Planning
Wealth
New Business Development
Securities
Stress Management
Real Estate
Portfolio Management
Financial Analysis
Real Estate Transactions
Retirement