alan levine , insurance & estate advisor
Managing at Lexington Brokerage Advisors
brokerage firm – analysis , review implementation insurance-estate plan family business protection
Lexington Brokerage Advisors
Life insurance analysis and implementation. Understanding of family-business needs and analysis/review to determine and implement long term plans to accomplish objectives and feel comfortable with these executions and continue to review with life changes. 
Analysis of Federal & State Estate tax liabilities to protect assets for children
Determination of Trust(s) drafting and execution to protect assets/ avoid asset valuation in estate 
Business Insurance - Protect the Firm's assets from depletion  (Buy-Sell), (Key-man)
Foreign nationals ability to acquire insurance in the United States and the competitiveness of American vehicles
Understanding benefits/drawbacks of Mutual and Stock companies insurance plans
Goal oriented process
"Independent - an added advantage"
Greater New York City Area
Managing
Multex.com, Inc.
https://www.linkedin.com/company/multex-com-inc-
•	Worked directly with Firms, traders, research staff to initiate one platform retrieval for data, reports  
        and marketing/sales of the buy-side 
          
Allowed ease to access to information, search platform allowed combined reports from many distributors

Managed team of employees responsible for soliciting potential firms and individuals for a one-platform  source of receiving reports, research and related information from many sources

Designed plans to bolster company brand, development to ease financial decisions
Greater New York City Area
https://media-exp1.licdn.com/dms/image/C510BAQHkxNV32wYMMQ/company-logo_100_100/0/1519863653675?e=1655942400&v=beta&t=siVrNYu5eub32lhbjrnVlU5JgrGK_9QQY2trt3v_JQ0
Sales And Marketing Specialist
National Life Group
https://www.linkedin.com/company/national-life-group
Established system to prospect and implement insurance, estate, business insurance planning
Greater New York City Area
https://media-exp1.licdn.com/dms/image/C4E0BAQH9CZll8Vl_Ag/company-logo_100_100/0/1642175625008?e=1655942400&v=beta&t=Di-0MbyB6gK5EPqoYs69Br3M8fTwgE524Qc2R67jnNs
Sales And Marketing Specialist
Provident Mutual Insurance
https://www.linkedin.com/company/provident-mutual-insurance
Prospecting, review, analysis of business entities and family planning and insurance executions
"Rookie of the Year" award 1993
Greater New York City Area
Sales, marketing and prospecting for new client
Frost Stores
Designed marketing techniques to acquire new customers

Customer servicing was the key component to establishing a continued clientele and build referrals

Men's and woman's fashion

Active with City council and chamber to enhance downtown New Rochelle in the 1980's and create an environment of comfort with the buying community
Westchester, New York
Marketing, Sales, Buyer
Moody's Investors Service
https://www.linkedin.com/company/moody%27s-investors-service
Analyzing municipal districts to offer a bond rating 

supervised and determined municipalities for new hires to learn and review with challenging districts
Greater New York City Area
https://media-exp1.licdn.com/dms/image/C4D0BAQF5io1Ac6PaJg/company-logo_100_100/0/1625089395118?e=1655942400&v=beta&t=BrnY-Qj51bVIaScUK31yJ3tuR_g1OLhiV-KOqAD1w4A
Municipal Bond Analyst
Bachelor's degree
Business Administration with an emphasis in Finance
https://media-exp1.licdn.com/dms/image/C560BAQH9sgsunbgWVA/company-logo_100_100/0/1519893817006?e=1655942400&v=beta&t=sGl2o3DLjXqxWXt42UvSDAb_NWE3uquVPn7ZliZNbWk
University at Albany School of Business
https://www.linkedin.com/school/ualbany-business/
https://www.linkedin.com/in/ken-olshein-98587310
Boca Raton, FL
Ken Olshein
Stress Free Retirement Planning, have more guaranteed income and less stress during retirement
https://www.linkedin.com/in/franz-bauerlein-2001a939
Washington DC-Baltimore Area
Franz Bauerlein
Head of Public Sector, Enterprise Business, at Emeritus
https://www.linkedin.com/in/nick-metzger-cpa-9579529
New York City Metropolitan Area
Nick Metzger, CPA
Vice President, US Controller - Investor Communication Solutions at Broadridge
https://www.linkedin.com/in/kevinpalexander1
Pelham, NY
Kevin Alexander
Managing Director, Global Accounts at Broadridge Financial Solutions
https://www.linkedin.com/in/molly-k-wolfe
New York, NY
Molly Wolfe
Marketing Specialist at Peacock
https://www.linkedin.com/in/eduardo-morales-41370453
Clifton, NJ
Eduardo Morales
Manager - Finance /  Executive MBA candidate  /           AICPA Leadership Academy Graduate
https://www.linkedin.com/in/jennifer-oliveira-mba-shrm-cp
Warren, NJ
Jennifer Oliveira, MBA, SHRM-CP
Employer Brand and Culture Lead at Wakefern Food Corp.
https://www.linkedin.com/in/kevin-naughton-11b83110
Port Washington, NY
Kevin Naughton
Founder and CEO at SandsPoint Capital Advisors LLC
https://www.linkedin.com/in/peterstoneberg
San Francisco Bay Area
Peter Stoneberg
Board Member, Nom/Gov Chair, Financial Expert-Kilroy
Investment Banker/M&A Advisor/Investor-Architect Partners
Sailor, car guy, vintner, pilot, dad
https://www.linkedin.com/in/hayleykutcher
Newark, DE
Hayley Kutcher
Peer Support Specialist
https://www.linkedin.com/in/andrew-pollis-3a061a29
New York, NY
Andrew Pollis
Director: Real Estate Investment Sales
https://www.linkedin.com/in/philmcconkey
San Diego, CA
Phil McConkey
President at Academy Securities, Inc.
https://www.linkedin.com/in/michaelmmikhail
New York City Metropolitan Area
Michael Mikhail
Chief Executive Officer at Stratton Equities - Forbes List 2021
https://www.linkedin.com/in/scott-moan-lutcf-a9b258139
Greater Chicago Area
Scott Moan, LUTCF
Managing Partner Elder Life Group | IMO | Asset Protection Expert | Host Elder Life Radio
https://www.linkedin.com/in/robertwentzell
United States
Robert C. Wentzell
Managing Partner at Guided Insurance Solutions
https://www.linkedin.com/in/davecunix
Cleveland, OH
David Cunix
Insurance Enthusiast  at Cunix Insurance Services
https://www.linkedin.com/in/shawn-jin-a27370128
Anaheim, CA
Shawn Jin
Managing Partner at Kingdom Global Insurance Solutions, LLC