Los Angeles General Office

 

 

 

 

 

 

 

 

 

 

 

 

 

Please feel free to contact one of our management team members to learn more about the New York Life Insurance Company .

 

Steven Barrett, Partner

Office: (323) 782-3185

Email: sbarrett@ft.newyorklife.com

Steven W. Barrett began his financial services career with The New York Life in 2003 following in his Grandfather’s footsteps. Steve became an agent in Boston Massachusetts General Office after a successful 25-year career in International Management. In his first 9 months at New York Life, Steven qualified for the Executive Council and the prestigious international Million Dollar Round Table¹. After experiencing early success earning three councils and three MDRT’s, in 2005 Steven was promoted to the management team as a Partner in the Boston General Office. Steven quickly earned recognition for his individual achievements in 2007 as a member of the Gathering of Eagles, 2008 as a Top 50 Partner and in 2009 a member of the Gathering of Eagles and a Top 25 Leading Partner. Steve’s dedication, participation and commitment to the organization helped the Boston General Office earn five consecutive Chairman’s Cups. In January of 2011 Steven relocated to Los Angeles to blend his family with his High School sweetheart, Susan Clark. Steven and Susan live in Rolling Hills Estates, with their children Cole, Bobby, Mackenzie, Nicholas and Timothy.  

 

George Rizkalla, Partner

Office: (323) 782-6308

Email: grizkalla@ft.newyorklife.com

 Recognized for his leadership, outstanding sales performance and service to clients, George has been licensed in the Insurance & Financial Services Industry since 1997. He has received recognition for his achievements; and has earned numerous company and industry awards throughout his career; including MONY’s Top 50 Award, President’s Council, Enterprise Elite, and Million Dollar Round Table - Court of the Table. He holds a CRPS® designation from the College of Financial Planning; a CLTC designation; and is currently working on his CLF® Designation. He currently leads an internationally diverse team that comprises of 16 Financial Professionals representing 12 countries, speaking 10 languages.

Having voluntarily served our country and the U.S. Marine Corps Reserve; George’s commitment to excellence and dedication to honesty demonstrate his assurance to the highest standard of service. Active in the community, he has served the World Affairs Council, and is an active member with the Miracle Mile Chamber of Commerce. He currently serves on the Board of Directors of the Society of Financial Services Professionals; and the Wilshire Community Police Council, as Vice President, Board of Directors.

He has joined New York Life as a Partner in the Los Angeles General Office. His personal and professional career goals involve completing an MBA from Pepperdine University with a concentration in Leadership and Managing Organizational Change. He enjoys travel, fine dining, sailing, scuba diving, triathlon endurance training, and playing with his dogs.

 

Gloria Bahk, Partner

Office: (323) 782-6300

Email:ghbahk@ft.newyorklife.com

Gloria has been in the Financial Services industry for 23 years.  She became an insurance professional in 1989 helping individuals and families achieve their financial goals by providing strategies and solutions to simplify and enhance the quality of her clients’ lives.  After 7 years of serving her community as a successful agent, she opened the Wilshire Insurance School in Los Angeles to service the insurance community at large by providing pre-requisite insurance education and licensing opportunities.

In 2002, she was recruited by a major company and was quickly promoted into a management position in less than a year.  Currently, as a Partner at the Los Angeles General Office, Gloria is committed to recruiting and developing a diverse team of highly motivated individuals who share her passion to help make an impact in their communities.

Gloria obtained and maintains the following licenses: FINRA Series 6,7,63,66 and Series 24 registrations, CA L&H and CA P&C licenses.

 

Tania Herbert, Partner

Office: (323) 782-3106

Email: therbert@ft.newyorklife.com

Tania Herbert began her career with New York Life as an agent in 2008.  She speaks four languages—English, Spanish, Portuguese and Quechua.  This has helped Tania communicate with many different clients. Two of her most prominent goals were to become a partner at New York Life and help new agents develop more effective sales skills. Tania also wanted to become a member of MDRT¹ and become a Registered Representative.

Tania was born in the Andes of Peru and studied hard to earn a scholarship to the National University of Peru.  After graduating she moved to Los Angeles where she enrolled in the MBA program at Azusa Pacific University from which she graduated with an MBA in Finance.  She then joined New York Life and has been busy ever since. Her hobbies are working out at the gym, listening to music, and traveling.

From 2008 through 2012 Tania worked hard to succeed with New York Life.  Each year she qualified for Executive Council. In early 2012 Tania Herbert became a Registered Representative. This helped increased her sales and in December 2012 she achieved MDRT¹ membership.  In January 2013 Tania was promoted to Partner in the New York Life Los Angeles Office.  Going forward, she looks forward to learning and implementing the vast skills embodied by a New York Life partner. In May 2013, Tania qualified for the Gathering of Eagles, an event for Partners. Since 2008, Tania has strived to make an impact in on communities, as well as her families and friends, using her career in Financial Services.

 

Susan R Jackson, FLMI, ACS

Corporate Vice President

Office: (323) 782-3001

Email: srjackson@ft.newyorklife.com

Susan joined New York Life in 2002 bringing with her nearly 18 years of training, sales and management experience in the insurance industry. As the Corporate Vice President-Insurance Group, Susan leads the new business and agency administration service teams and works closely with agents to ensure their business is processed efficiently. Susan has been married to Eric Jackson since 1987 and they have one daughter, Natalie Rae, a graduate of SUNY Maritime College in New York City and newly-commissioned Ensign in the United States Navy. In her spare time Susan enjoys reading, movies, wine tasting, watching football and hockey, and occasional travel.

 

Anne Parra, MSFS, CLU®, ChFC®, CLF®, CASL®, REBC®,LUTCF,CLTC

Senior Director of Development

Office: (323) 782-3089

Email: anneparra@ft.newyorklife.com

Anne began her career as a successful agent in 1986 in the Pasadena General Office. She accepted the position of Trainer in 1994 and immediately won the “New Trainer of the Year” award. In 2001, the Pasadena office was merged with the Los Angeles Office, and Anne became part of the Los Angeles Management team. In keeping with New York Life’s strong commitment to professional education, Anne has earned her Masters of Science in Financial Services (MSFS), as well as CLU®, ChFC®, CLF®, CASL®, REBC® and LUTCF designations through the American College. In the 18 years Anne has been in management with New York Life, she has earned company-wide respect for her talents and skills in the areas of training and developing agents. As the Senior Director of Development in Los Angeles, Anne is responsible for delivering the New York Life training and development programs to agents at all levels of experience. Anne enjoys her role as a developer and is committed to the success of all agents in the Los Angeles General Office.  

 

Anthony Conde, CLU®,ChFC®,CASL®,CLTC, LUTCF

Senior Director of Development

Office: (323) 782-3067

Email: aconde@ft.newyorklife.com

As Senior Director of Development, Anthony is in charge of ensuring that New York Life and its agents are well positioned to market themselves and to maintain our commitment to the communities we serve. Our position of strength, integrity and humanity are the cornerstone of everything we do. We are committed to our communities and to our policyholders. Anthony joined New York Life in the Portland Oregon General office in 1997. In his roles as Field Service Representative for the Portland and Salem General offices, his duties were to ensure that all agents had the technical tools to properly service their clients. In the fall of 2000 he was asked to join the San Diego General Office as Development manager. One year later he was promoted to the Idaho General Office as Sales Development Manager, and then again in 2007 to the Inland Empire General Office as Director of Development. In 2008, Anthony was asked to take on a newly created role, Market Development Director to the Greater San Francisco Office for our MEGA office operations, where he was in charge of agency and agent branding / marketing for the Downtown SF, San Mateo, Santa Clara and Fremont Offices. In January of 2013, Anthony was asked to join the Los Angeles office as Senior Director of Development. Anthony's role is to assist the Los Angeles office with creating marketing, branding and development opportunities for its insurance and financial professionals. Anthony resides in West Hollywood with his partner Robert.

 

Alyssa Rizo

Senior Associate: Hispanic Market

Office: (323) 782-3045

Email: Alyssa_Rizo@newyorklife.com

Alyssa joined New York Life as an Agent in 2011 after graduating from the University of California Los Angeles.  During her first year she qualified for Council and was consistently awarded for her 10-A-Month production levels.  As an Agent she worked closely with the Latino community educating them on financial literacy.  In December of 2012 she was promoted to Senior Associate of the Hispanic Market where she now concentrates on identifying and developing Latino leaders within the Los Angeles General Office.  Alyssa grew up in beautiful Sonoma County, CA with her parents Carlos and Hilda and brothers Miguel and Carlos.

 

James Lee, CFP®, CLU®

Senior Agency Standards Consultant

Office: (323) 782-3183

Email:jwlee@ft.newyorklife.com

James began his career as an agent with New York Life in1997 in the Los Angeles Office. In 2001, James became Agency Standards Consultant. In that capacity, James assumed the responsibility for making sure that agents and managers meet the strict regulations and rules of integrity as prescribed by the company and the various agencies that watch over them. He is very effective in making certain we meet compliance standards.

 

 

 

 ¹MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.


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