Winged Keel Group logo

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.

MZPhoto of Mee Mei Zhao

Mee Mei Zhao

Director, Case Design

5 reports

KWPhoto of Kathleen Watt

Kathleen Watt

Managing Director, Client Relationship Manager

3 reports

CLPhoto of Christian Lysinger

Christian Lysinger

Director, Client Services

3 reports

KWPhoto of Katie Watt

Katie Watt

Managing Director, Client Relationship Manager

3 reports

JC

Jerry Cheung

Director, Information Technology

1 report

VHPhoto of Vikash Haritwal

Vikash Haritwal

Principal, Chief Financial Officer

1 report

DDPhoto of Doug Doughty

Doug Doughty

Director

KM

Ken Masters

Private Wealth

ADPhoto of Amy Donaldson

Amy Donaldson

Director

SPPhoto of Stephanie Preston

Stephanie Preston

Director of Marketing and Communications

DDPhoto of Douglas Doughty

Douglas Doughty

Director

TMPhoto of Tim Mccarty

Tim Mccarty

Senior Associate, Client Relationship Manager

WGPhoto of William Lee Goldman

William Lee Goldman

Associate Director, Case Design

3 reports

TDPhoto of Trey Davis

Trey Davis

Associate Director, Case Design

MNPhoto of Matthew Naumec

Matthew Naumec

Director, Client Relationship Manager

2 reports

AB

Alisa Bolton

Senior Client Services Associate

1 report

ALPhoto of Ashley Laptas

Ashley Laptas

Senior Associate

AIPhoto of Anthony Iorio

Anthony Iorio

Senior Director, Client Relationship Manager

2 reports

VZPhoto of Vlad Zhelezniak

Vlad Zhelezniak

Information Technology Manager

RAPhoto of Rajeev Agarwal

Rajeev Agarwal

Director

Jobs at Winged Keel Group

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