Joseph Yee
Critic · DISC type CJoseph Yee is a Financial Service Professional with New York Life, bringing over 20 years of industry experience to serve affluent families and business owners. He holds the Life Underwriter Training Council Fellow (LUTCF) designation and studied at Western Illinois University, specializing in creating personalized financial strategies for his clients.
Guided by the core values of compassion and integrity, Joseph is dedicated to helping people navigate significant life events, both happy and challenging. He focuses on being a reliable partner for his clients, ensuring they have the support they need to achieve their financial goals and find peace of mind.
Joseph has qualified for the Million Dollar Round Table (MDRT), a premier association for financial professionals, eight times.
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They choose to analyze logically and value facts to emotions. It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
Other NYLIFE Securities LLC Employees
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