Karina Lamalfa

Director of Marketing at Insight Private Advisors Llc

Karina Lamalfa's Professional Contact Details

Email (Verified)
****@insightprivateadvisors.com
HQ
(908) 575-7526
Location
New York, New York, US
Company
Insight Private Advisors Llc
Person Seniority
director
Person Functions
marketing

Karina Lamalfa's Current Company Details

Insight Private Advisors is a full-service Financial Consulting Firm founded in 2004 and is dedicated to empowering you, the Independent Advisor, with the tools, infrastructure and knowledge base to d...
Insight Private Advisors is a full-service Financial Consulting Firm founded in 2004 and is dedicated to empowering you, the Independent Advisor, with the tools, infrastructure and knowledge base to deliver premier services to your clients. As a result, you are able to deliver strategies that preserve your Client's hard earned assets, planning for life's major milestones and building wealth. Our intention is to provide the highest level of professional service available to your Clients. We are also dedicated to providing you with the assistance to protect your hard earned practice so you can plan for you and your family while doing what's right for your Clients. Securities offered through PKS Investments, Member FINRA/SIPC. Investment advice offered through INSIGHT PRIVATE ADVISORS, LLC, a registered investment advisor. INSIGHT PRIVATE ADVISORS, LLC is a separate entity from PKS Investments.
Founded Year
2004
Organization Website
insightprivateadvisors.com
Organization Languages
English
Current Technologies
amazon aws
asp net
incapsula
google maps
microsoft-iis
google maps non paid users
google async
itunes
new relic
google translate api
google analytics
addthis
youtube
google translate widget
google play

Job Functions

Marketing
Finance
Operations
high touch support for the independent advisor
financial planning service for all stages of life
investment strategies
insurance & benefits needs
finance

Karina Lamalfa's Work History and Education

Insight Private Advisors LLC
Director of Marketing
2015 - Present

Colleagues at Insight Private Advisors Llc

Wealth Management Advisor
Director of Client Relations

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