Financial Guidance and Protection | New York Life Insurance | Icebreaker

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Financial Guidance and Protection | New York Life Insurance | Icebreaker

Financial Guidance and Protection | New York Life Insurance

Financial Guidance and Protection | New York Life Insurance

Plan for your future with confidence—backed by trusted guidance from New York Life. Explore our life insurance and financial solutions.

275 members

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nyl.co

Members

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Dubbed the “advisor of the future” at a Fortune 100 financial firm in 2018, I realized that my vision for harnessing technology to reshape financial advising was not just innovative—it was the future waiting to happen. With over a decade in financial services, I’ve always looked for ways to make things simpler, more efficient, and more impactful. I’ve seen firsthand the challenges advisors face: balancing client needs with the operational side of running a practice. For me, technology is the answer. It’s a way to work smarter and stay ahead, but most importantly, it’s a way to serve clients better. My journey has been shaped by a commitment to innovative, process-driven solutions. I’m passionate about creating strategies that blend technology with a personal touch, allowing advisors to focus on what truly matters. This passion led me to found SocialLead, where I’ve channeled my expertise to support other advisors in navigating a fast-evolving industry. I bring a mix of tech savvy, industry insight, and a deep understanding of the advisor experience. Whether it’s building efficient workflows, enhancing client communication, or leveraging digital tools for growth, my mission is to empower financial professionals to reach their highest potential. Let’s connect! I’m always open to discussing the future of advising, sharing insights, and exploring how technology can reshape our field. Reach me at alexa@sociallead.io, or schedule a time to chat here: https://calendly.com/sociallead_alexa/zoom.

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Seasoned Human Resources professional who serves as a strategic partner with extensive experience in aligning HR initiatives with business goals. Possessing a deep understanding of HR policies, HR operations, talent recruitment, employee engagement, talent management, and organizational development. Adept at fostering strong relationships, I work closely with colleagues, business leaders and senior leadership to drive performance improvement. I am passionate about shaping company culture, managing change, and ensuring the workforce’s needs align with the organization’s strategic objectives.

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Executive Managing Director of Real Estate

Melissa Parietti

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Growing up on Long Island, I am the only child of two Italian-Americans and spent all of my childhood in Suffolk County. I am a huge fan of literature, inspired by the works of Dahl in my youth and later on Murakami, Dumas, Toole, Marquez, and Calvino. I studied cello for 8 years and have an incredible love for classical music. In college, as I studied business, I worked privately to identify trends in the stock market. In my college creative writing workshops I discovered a love for poetry. I have a passion for learning and the arts which has allowed me to attack problems in business from a intuitive, moral, and worldly perspective.

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Development Manager at New York Life Insurance Company

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JUVARE is a SaaS software company focused on developing innovative enterprise resilience solutions for government agencies, corporations, healthcare providers and higher education around the world. JUVARE solutions have supported over 500,000 emergency response incidents in all 50 states and 20 countries around the world. JUVARE helps our clients prepare, connect, and respond to protect people, property, and brands. Click here to learn more about us and our open jobs: https://www.juvare.com/careers/

Trinh T. Nguyen, CFA

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Managing Director

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Account Executive at Fundera

Gloria Kestenbaum

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As a licensed Agent of Aflac and New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to strategic healthcare and customized supplemental benefits programs, college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. 1660 Walt Whitman Road, Melville, NY 11747 (631) 391-2900

Sanjana Manoj Kumar

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Senior Software Engineer at Intuit

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