- Saturday, September 30
- Closing General Session
- 9:00 am - 10:45 am
Harbor DEFGHI - Manchester Grand Hyatt
Donald Choi has served in the insurance and financial services industry for over 15 years. He began his career with New York Life, then promoted into management as an Investment Specialist and Agency Director with MetLife. During his tenure, his key role was in both recruiting, business development and investment management strategies for in house financial advisors. Moving on to new endeavors, Donald built an investment advisory firm with ING Financial Partners, which is a wholly owned subsidiary of the ING Group. There he managed and advised on clients’ investment portfolios. In 2005, Donald sold his practice to his partner and pursued a career at Allianz, a Global Fortune 100 company. There Donald served as Vice President of the Broker/Dealer & Financial Institutions Development of the central and northeast US. Within a year and a half, his region’s production grew to 130 million in revenue. Currently, Donald is Managing Member of Foresight Marketing Group, LLC which is a national insurance brokerage general agency and Foresight Capital Advisers, LLC which provides consulting for capital and advisory services for small and middle market companies.
Donald has served leadership roles within the financial services industry with the National Association of Insurance and Financial Advisors as a Board of Director member for the Boston Chapter from 2005-2007. While serving as a board member, Donald was instrumental in developing new ideas to help increase overall memberships, develop strategies for the industry as a whole, and work with political action committees. Donald has held professional licenses and designations that include FINRA Series, 6,7,63 and 66 license as well Life, Accident, Health, Property, Casualty, Real Estate Salesperson licenses.