Dean Diaz resumes & CV records
Resumes

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
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
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

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
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
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
Exercise
Medicine
Sweepstakes
Electronics
Diet
Reading
Fitness
Sports
Automobiles
Health

Senior Loan Processor
Location:
Placentia, CA
Industry:
Real Estate
Work:
Ctx Mortgage
Senior Loan Processor
Senior Loan Processor

Dean Diaz

Dean Diaz

Dean Diaz
