Management Team

 


 

 

 

 

 

 

 

James Mbithi, Partner

Greater Philadelphia. G.O.

James Matata Mbithi Started his career in the insurance and financial services in 2004 as an agent with New York Life Insurance Company and registered representative for NYLIFE Securities LLC, Member FINRA/SIPC, a licensed Insurance Agency in the Greater Philadelphia office in Horsham. In personal Production he qualified for New York Life's Executive Council from 6/2006-6/2016 and worked as an Agent Mentor during his tenure as an Agent until 2014.

In his free time James enjoys coaching his children's soccer team. James time as an agent allows him to be a more effective manager having spent over a decade as an agent.

He currently resides in North Brunswick, New Jersey with wife and 3 children Mbithi, Isika and Nzavi.

 

 

 

 


 

 

 

 

 

 

 

 

Mina A. Mounir, Partner

Greater Philadelphia G.O.

Mina began his New York Life career in 2008 as an Agent in the Greater Philadelphia General Office. In 2010 he qualified for the New Agent Organization Case Rate Leader.

He became a Registered Representative for NYLIFE Securities, Member FINRA/SIPC, A Licensed Insurance Agency in 2013. He qualified for the New York Life's Executive Council from 6/2010-6/2016 years in  row, in December 2014 he qualified as member of the Million Dollar Round Table (MDRT)* and New York Life's Annuity Elite Diamond Member.                                                                                                               

Prior to joining New York Life, Mina graduated from Temple University in 2005 with a Bachelor degree in Biology/psychology.

Mina lives in Glen Mills, PA with his wife Noura and 2 children Andrew and Chelsea

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Walter F. Goodman, CLU®, ChFC®, RHU®, MSFS, AEP®, LUTCF®, Development Manager

Phone: 215-441-3264
Fax: 215-441-3255
E-mail: wfgoodman@ft.newyorklife.com

Walt Goodman started in the Insurance Business in 1970 as an agent with New York Life Insurance Company and Registered Representative for NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In personal production he qualified for New York Life's Executive Council in his first 7 months. In his second year he qualified for New York Life's President's Council and before entering Management in December of 1973, qualified for New York Life's Executive Council in 5 months. In addition to qualifying for Council, Walt was ranked #2 in Case Rate in 1972 in his career development conference.

He attended Northeastern University in Evanston, IL. Walt earned his professional designations through the American College in Bryn Mawr, PA and has encouraged and coached many agents throughout his career to pursue their designations. Walt has trained many agents who have gone on to higher New York Life Council status, MDRT* and Management positions.

The Company has called on Walt's talents to facilitate training throughout the Country. He is currently on the Company's NYLIC-U Curriculum Committee and Spearheads the Delaware Valley Cluster Meeting for Sales Development Managers.

Mr. Goodman resides in Somerton, Pennsylvania with his wife Linda. Walt enjoys golf, cruises, and his shore home in Anglesea, New Jersey.


Caitlin Obillo, FLMI, ACS
Service Leader

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Caitlin joined New York Life in 2012 as the Licensing and Contracting Analyst in Philadelphia.  Caitlin quickly cross trained in New Business and became an Associate Service Leader in 2015.  Caitlin has filled in and temporarily led several General Offices during her time in the Associate program, and she has most recently been working in the Boston General Office.

Caitlin was born and raised in Massachusetts, earning her Bachelor’s Degree in Marketing from Bentley University. Since 2008, Caitlin loves dogs and has resided in the Philadelphia area.

 

 


 

 

 

 

 

 

 

 

 

 

Denise Meehan
Agency Standards Consultant

Denise Meehan is an experienced professional who has spent the last 4 years specializing in regulatory compliance.

Prior to joining New York Life Denise was a Supervision Principal with Merrill Lynch’s Central Business Review Unit. While there she was responsible for a variety of supervision, compliance, and risk management functions. In June 2015, Denise was nominated by Bryan O'Rourke, AVP & Sr. Financial Advisor of Merrill Lynch a matter expert in the regulation of trading violations.

Denise has demonstrated proven results for global clients improving key control areas, including risk, identification and assessment, monitoring and supervision, testing and analytics through primarily advisory as well internal audit engagements.

Denise currently holds her FINRA series 6,7,9,10,24,63,66 licenses.

Contact Information:

Email: dmeehan@ft.newyorklife.com Phone: (215)450-6657

 

*The Million Dollar Round Table(MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry

 

 

 

 

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