Winged Keel Group jobs and careers
New York, NY, United States
About Winged Keel Group
Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $55 billion of coverage using a variety of sophisticated planning and product strategies, which help our clients achieve their long-term goals. It is our commitment to excellence “beneath the surface” that sets us apart. Winged Keel Group has established a differentiated position in the market by continuously investing in an infrastructure that allows us to deliver consistent, high-quality work over long periods of time. For more information, please visit us at www.wingedkeel.com. Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Founded in 1989 by Campbell T. Gerrish.
- Founded
- 1989
- Employees
- 125
- Headquarters
- New York
Leadership
The top of Winged Keel Group's org chart, with how many people report into each leader.
Mee Mei Zhao
Director, Case Design
5 reports
Kathleen Watt
Managing Director, Client Relationship Manager
3 reports
Christian Lysinger
Director, Client Services
3 reports
Katie Watt
Managing Director, Client Relationship Manager
3 reports
Jerry Cheung
Director, Information Technology
1 report
Vikash Haritwal
Principal, Chief Financial Officer
1 report
Doug Doughty
Director
Ken Masters
Private Wealth
Amy Donaldson
Director
Stephanie Preston
Director of Marketing and Communications
Douglas Doughty
Director
Tim Mccarty
Senior Associate, Client Relationship Manager
William Lee Goldman
Associate Director, Case Design
3 reports
Trey Davis
Associate Director, Case Design
Matthew Naumec
Director, Client Relationship Manager
2 reports
Alisa Bolton
Senior Client Services Associate
1 report
Ashley Laptas
Senior Associate
Anthony Iorio
Senior Director, Client Relationship Manager
2 reports
Vlad Zhelezniak
Information Technology Manager
Rajeev Agarwal
Director
Jobs at Winged Keel Group
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