Merrill Rome

Office Manager & Executive Assistant at Winged Keel Group - New York, NY, US

Merrill Rome's Colleagues at Winged Keel Group
Mee Zhao

Life Insurance Financial Analyst

Contact Mee Zhao

Luke Pettenati

Client Services Associate

Contact Luke Pettenati

Bridget Sullivan

Junior Underwriting Associate

Contact Bridget Sullivan

Sarah Pan

Underwriting Intern

Contact Sarah Pan

John Giordano

Junior Underwriting Associate

Contact John Giordano

Anant Kasliwal

Client Services Assistant

Contact Anant Kasliwal

View All Merrill Rome's Colleagues
Merrill Rome's Contact Details
HQ
212-527-8000
Location
Company
Winged Keel Group
Merrill Rome's Company Details
Winged Keel Group logo, Winged Keel Group contact details

Winged Keel Group

New York, NY, US • 100 - 249 Employees
Financial Services

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.

Life Insurance Annuities Insurance Dedicated Hedge Funds Estate Planning Private Placement Key Person Insurance Traditional Life Insurance Charitable Planning Financial Services Financial Advisory Services Insurance Agencies Brokerages Insurance
Details about Winged Keel Group
Frequently Asked Questions about Merrill Rome
Merrill Rome currently works for Winged Keel Group.
Merrill Rome's role at Winged Keel Group is Office Manager & Executive Assistant.
Merrill Rome's email address is ***@wingedkeel.com. To view Merrill Rome's full email address, please signup to ConnectPlex.
Merrill Rome works in the Financial Services industry.
Merrill Rome's colleagues at Winged Keel Group are Mee Zhao, Luke Pettenati, Bridget Sullivan, Sarah Pan, John Giordano, Anant Kasliwal, Carmine Marchese and others.
Merrill Rome's phone number is 212-527-8000
See more information about Merrill Rome