Nicholas Wakeham
Financial Professional at New York Life Insurance Company | New York City Metropolitan Area
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Nicholas Wakeham is a dedicated Financial Professional at New York Life Insurance Company, leveraging his extensive expertise to help clients achieve their long-term financial goals. In his current role, Nicholas specializes in developing personalized insurance and financial strategies that address a wide range of needs, from college funding and retirement planning to managing costs for extended care and designing lifetime income solutions. His deep understanding of the insurance industry, combined with his skills in business analysis and strategy, allows him to craft tailored solutions that align with each client's unique circumstances and aspirations.
Nicholas is actively involved in key projects that focus on innovative financial planning techniques and client education initiatives. He works closely with individuals and families to analyze their financial situations, identify potential gaps, and implement comprehensive plans that provide security and peace of mind. His proficiency in sales, marketing, and communication ensures he can effectively articulate complex financial concepts in an accessible manner, fostering trust and confidence among his clients.
Beyond his technical expertise, Nicholas excels in team building and entrepreneurship, often collaborating with colleagues to develop new approaches that enhance client service and operational efficiency. His deadline-oriented mindset ensures timely execution of financial plans and project milestones, while his strategic thinking helps clients navigate the evolving landscape of insurance products and retirement options. Committed to delivering exceptional service, Nicholas Wakeham continues to expand his professional insights by staying current with industry trends and regulatory changes, ensuring his clients receive innovative, compliant, and effective financial solutions.
Financial Professional at New York Life Insurance Company in June 2024 to Present
Customer Service Associate at Lowe's Companies, Inc. in January 2024 to June 2024
Keyholder at Selected Hype in May 2022 to December 2023
Sales Associate at Selected Hype in October 2021 to May 2022
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St. Joseph's University New York, Bachelor of Business Administration - BBA, July 2026
Monsignor McClancy Memorial High School, July 2026
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Business Analysis
Team Building
Entrepreneurship
Sales
Deadline Oriented
Strategy
Communication
Marketing
English
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Discover more about New York Life Insurance CompanyWhat is Nicholas Wakeham email address?
Email Nicholas Wakeham at [email protected]. This email is the most updated Nicholas Wakeham's email found in 2026.
How to contact Nicholas Wakeham?
To contact Nicholas Wakeham send an email to [email protected]. (updated on February 20, 2025)
What company does Nicholas Wakeham work for?
Nicholas Wakeham works for New York Life Insurance Company
What is Nicholas Wakeham's role at New York Life Insurance Company?
Nicholas Wakeham is Financial Professional
What is Nicholas Wakeham's Phone Number?
Nicholas Wakeham's phone (212) ***-*379
What industry does Nicholas Wakeham work in?
Nicholas Wakeham works in the Financial Services industry.
Nicholas Wakeham Email Addresses
Nicholas Wakeham Phone Numbers
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