Jeremy Kinnear

Experience

• 

  Cushman & Wakefield

  Jun 2016 - Aug 2016

  Office Leasing Intern

  - Created canvasing lists for my team- Assisted on and eventually lead calls to potential clients - Sat in on meeting with landlords, clients, and current tenants- Walked various buildings to evaluate price, square footage, location, etc.

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  Northwestern Mutual

  May 2017 - Nov 2017

  College Financial Representative

  -Run and operate my own financial planning business- Meet with with potential clients to evaluate financial planning needs and offer the most beneficial options- Prospect with clients to get in contact with people who I could be a potential resource to- Certified in the state of NY for Life, Accident, and Health

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  York International Agency, LLC

  Jan 2018 - Feb 2018

  Winter Intern

  Learned extensively about the commercial insurance industry; specifically the brokerage side. This included employee benefits, property and casualty, risk management & compliance, and technology & consulting.York International is one of the leading independent insurance brokers in the nation. The Independent Insurance Agents and Brokers of America has named York as one of only a handful of firms to be awarded the distinction of being a Best Practices Agency for the past 10 years in a row. York has established significant employee benefit, high net worth personal and life insurance practices along side our broad commercial P&C expertise. Show less

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  Vanguard

  Sept 2018 - Oct 2019

  Brokerage Investment Professional

  Series 7 Licensed - General Securities Representative ExamSeries 63 Licensed - Uniform Securities Agent State Law Exam

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  TIAA

  Oct 2019 - Sept 2021

  Associate Financial Consultant

  Institutional Relationships

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  AllianceBernstein

  Sept 2021 - now

  • Senior Private Wealth Associate

    Jun 2023 - now

  • Private Wealth Associate

    Sept 2021 - Jun 2023