Jelani Warren
@jelaniwarren
I build client financial strategies and corporate finance models that support long-term decisions.
United StatesWhat I'm looking for
At New York Life Insurance Company, I develop personalized financial strategies spanning insurance, retirement planning, investment solutions, and estate planning. I build client relationships through prospecting, referrals, networking, ongoing service, and regular reviews.
I've also led corporate finance analysis and capital structure optimization projects, using Excel models to assess cost of equity, cost of debt, WACC, investment opportunities, and capital budgeting decisions. As a Division I student-athlete at UCLA and the University of Montana, I balanced intensive football commitments with sociology and MBA studies, and I organized a nonprofit youth football camp for 80 inner-city children in Los Angeles.
Experience
Work history, roles, and key accomplishments
Financial Professional/Registered Representative
Mar 2025 - Feb 2026 (11 months)
Develops personalized financial strategies for clients, including insurance, retirement planning, investment solutions, and estate planning. Builds and maintains a client portfolio through prospecting, referrals, and networking, providing ongoing service and conducting regular reviews.
Education
Degrees, certifications, and relevant coursework
University of California, Los Angeles
Bachelor of Arts, Sociology
Pursued a major in Sociology at UCLA.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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