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Dean J DiazPlacentia, CA

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Placentia, CA   

Fullerton, CA   

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Dean Diaz Photo 37

Sales Development Manager At New York Life Insurance Company

Position:
Sales Development Manager at New York Life Insurance Company
Location:
Orange County, California Area
Industry:
Financial Services
Work:
New York Life Insurance Company since Jan 2012
Sales Development Manager
New York Life Mar 2009 - Jan 2012
Financial Services Professional
CTX Mortgage Oct 2002 - Jan 2009
Senior Loan Processor
Citibank 1998 - 2002
Licensed Personal Banker
Education:
California State University-Fullerton - College of Business and Economics 2001 - 2004
BS, Finance and Risk Management
Skills:
Loans, Risk Management, Retirement Planning, Life Insurance, Insurance, Investments, Sales, Marketing, Investment Properties, Business Development, Financial Services, Refinance, Strategic Planning, Mutual Funds, Strategic Financial Planning, Fixed Annuities, Finance, Long-term Care, Banking, Retirement, Portfolio Management, Wealth Management, Asset Management, Residential Mortgages, Estate Planning, Disability Insurance, Term Life Insurance, Business Planning, Series 63, Securities, Time Management, Leadership, IRAs, Series 6, Long Term Care Insurance, Financial Advisory, 401k, New Business Development, Team Building, Employee Benefits, Wealth, Account Management, Customer Service, Investment Advisory, Training
Dean Diaz Photo 38

Founder

Location:
187 Doverfield Dr, Placentia, CA 92870
Industry:
Financial Services
Work:
Wacobuilt
Founder
Diligent & Steadfast Asset Management
Wealth Management Advisor and Fiduciary
New York Life Insurance Company Jul 2009 - Jun 2017
Registered Representative
Eagle Strategies, Llc Dec 2014 - Jun 2017
Financial Advisor
New York Life Insurance Company Jan 2012 - Jul 2013
Sales Development Manager
New York Life Insurance Company Jan 2012 - Jul 2013
Financial Advisor
Ctx Mortgage Oct 2002 - Jan 2009
Senior Loan Processor
Citi 1998 - 2002
Licensed Personal Banker
Education:
California State University - Fullerton, Mihaylo College of Business and Economics 2001 - 2004
Bachelors, Bachelor of Science, Management, Finance
California State University, Fullerton 2000 - 2004
Bachelors, Financial Management, Finance
El Dorado High School (Placentia, California)
California State University, Fullerton
Skills:
Retirement Planning, Life Insurance, Investments, Financial Services, Mutual Funds, Risk Management, Finance, Fixed Annuities, Sales, Insurance, Retirement, Wealth Management, Iras, Leadership, Long Term Care Insurance, Microsoft Office, Strategic Planning, Customer Service
Interests:
Motorcycling
Exercise
Medicine
Sweepstakes
Electronics
Diet
Reading
Fitness
Sports
Automobiles
Health
Dean Diaz Photo 39

Senior Loan Processor

Location:
Placentia, CA
Industry:
Real Estate
Work:
Ctx Mortgage
Senior Loan Processor
Dean Diaz Photo 40

Dean Diaz

Dean Diaz Photo 41

Dean Diaz

Dean Diaz Photo 42

Dean Diaz

Dean Diaz Photo 43

Dean Diaz

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