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Debra Iorio

Debra Iorio

Financial Advisor

Followers of Debra Iorio956 followers
location of Debra IorioMelville, New York, United States

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  • Timeline

  • About me

    Associate Managing Director at Prudential

  • Education

    • St. John's University

      -

  • Experience

    • MetLife

      Jan 1998 - Jan 2003
      Financial Advisor

      Advised and guided individual and corporate clients on long-term, strategic financial and retirement planning, offering expertise and recommendations on complex insurance and active investment products (annuities and mutual funds) designed to meet specific life goals.

    • BNY Mellon

      Jan 2003 - Jan 2004
      Assistant Vice President / Senior Branch Manager

      Revitalized daily operations of large NYC branch of Bank of New York, responsible for commercial and retail banking business development and compliance.

    • Morgan Stanley

      Jan 2004 - Jan 2012
      Financial Advisor, Global Wealth Management Division

      Provided comprehensive financial planning and asset management solutions to high-net-worth and mass affluent individuals preparing for retirement and corporate clients developing 401K platforms.

    • Santander Bank, N.A.

      Nov 2012 - Jan 2014
      Financial Specialist

      Led client origination and new business development in hybrid product and front office role benefiting Santander Bank’s investment advisory business, collaborating closely with commercial, high-net-worth, and personal bankers.

    • TIAA

      Jan 2014 - Nov 2020
      Wealth Management Advisor

      Provide long-term comprehensive financial planning and retirement advisory solutions to clients across high-net-worth and affluent segments.

    • Prudential Financial

      Jul 2021 - now
      Associate Managing Director

  • Licenses & Certifications

    • Series 6, 7, 65, 63 & 24

      FINRA