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Haley Savage

@haleysavage

Financial services professional at New York Life Insurance Company who guides clients through needs assessments, onboarding, and account service.

United States
Message

At New York Life Insurance Company & NYLIFE Securities LLC, I manage client service needs, answer questions, and coordinate with internal departments through resolution. I conduct needs-based financial conversations, explain regulated products, and identify appropriate solutions or referrals.

I also complete onboarding and account-service documentation, verification, and case tracking while maintaining CRM records and follow-up. Previously, I managed customer operations at Newbold Concrete and client relationships at Savage Aesthetics.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

NA

National Institute of Medical Aesthetics

Master Aesthetician, Aesthetics

2014 - 2015

Completed Master Aesthetician training at the National Institute of Medical Aesthetics from 2014 to 2015.

MD

Mountainland Dental

Certified Oral Surgery Assistant, Dental Assisting

2012 - 2013

Completed Certified Oral Surgery Assistant training at Mountainland Dental from 2012 to 2013.

Tech stack

Software and tools used professionally

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