alan levine , insurance & estate advisor
Managing at Lexington Brokerage Advisors
brokerage firm – analysis , review implementation insurance-estate plan family business protection
Lexington Brokerage Advisors
Managing
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
Multex.com, Inc.
https://www.linkedin.com/company/multex-com-inc-
Sales And Marketing Specialist
•	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
National Life Group
https://www.linkedin.com/company/national-life-group
Sales And Marketing Specialist
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
Provident Mutual Insurance
https://www.linkedin.com/company/provident-mutual-insurance
Sales, marketing and prospecting for new client
Prospecting, review, analysis of business entities and family planning and insurance executions
"Rookie of the Year" award 1993
Greater New York City Area
Frost Stores
Marketing, Sales, Buyer
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
Moody's Investors Service
https://www.linkedin.com/company/moody%27s-investors-service
Municipal Bond Analyst
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
Business Administration with an emphasis in Finance
Bachelor's degree
University at Albany School of Business
https://www.linkedin.com/school/ualbany-business/
https://media-exp1.licdn.com/dms/image/C560BAQH9sgsunbgWVA/company-logo_100_100/0/1519893817006?e=1655942400&v=beta&t=sGl2o3DLjXqxWXt42UvSDAb_NWE3uquVPn7ZliZNbWk
https://www.linkedin.com/in/ken-olshein-98587310
Ken Olshein
Stress Free Retirement Planning, have more guaranteed income and less stress during retirement
Boca Raton, FL
https://www.linkedin.com/in/franz-bauerlein-2001a939
Franz Bauerlein
Head of Public Sector, Enterprise Business, at Emeritus
Washington DC-Baltimore Area
https://www.linkedin.com/in/nick-metzger-cpa-9579529
Nick Metzger, CPA
Vice President, US Controller - Investor Communication Solutions at Broadridge
New York City Metropolitan Area
https://www.linkedin.com/in/kevinpalexander1
Kevin Alexander
Managing Director, Global Accounts at Broadridge Financial Solutions
Pelham, NY
https://www.linkedin.com/in/molly-k-wolfe
Molly Wolfe
Marketing Specialist at Peacock
New York, NY
https://www.linkedin.com/in/eduardo-morales-41370453
Eduardo Morales
Manager - Finance /  Executive MBA candidate  /           AICPA Leadership Academy Graduate
Clifton, NJ
https://www.linkedin.com/in/jennifer-oliveira-mba-shrm-cp
Jennifer Oliveira, MBA, SHRM-CP
Employer Brand and Culture Lead at Wakefern Food Corp.
Warren, NJ
https://www.linkedin.com/in/kevin-naughton-11b83110
Kevin Naughton
Founder and CEO at SandsPoint Capital Advisors LLC
Port Washington, NY
https://www.linkedin.com/in/peterstoneberg
Peter Stoneberg
Board Member, Nom/Gov Chair, Financial Expert-Kilroy
Investment Banker/M&A Advisor/Investor-Architect Partners
Sailor, car guy, vintner, pilot, dad
San Francisco Bay Area
https://www.linkedin.com/in/hayleykutcher
Hayley Kutcher
Peer Support Specialist
Newark, DE
https://www.linkedin.com/in/andrew-pollis-3a061a29
Andrew Pollis
Director: Real Estate Investment Sales
New York, NY
https://www.linkedin.com/in/philmcconkey
Phil McConkey
President at Academy Securities, Inc.
San Diego, CA
https://www.linkedin.com/in/michaelmmikhail
Michael Mikhail
Chief Executive Officer at Stratton Equities - Forbes List 2021
New York City Metropolitan Area
https://www.linkedin.com/in/scott-moan-lutcf-a9b258139
Scott Moan, LUTCF
Managing Partner Elder Life Group | IMO | Asset Protection Expert | Host Elder Life Radio
Greater Chicago Area
https://www.linkedin.com/in/robertwentzell
Robert C. Wentzell
Managing Partner at Guided Insurance Solutions
United States
https://www.linkedin.com/in/davecunix
David Cunix
Insurance Enthusiast  at Cunix Insurance Services
Cleveland, OH
https://www.linkedin.com/in/shawn-jin-a27370128
Shawn Jin
Managing Partner at Kingdom Global Insurance Solutions, LLC
Anaheim, CA