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Victor Ngai, JD, CLU®, ChFC®, RICP®

Vice President - Advanced Marketing at Security Mutual Life Insurance Company of New York

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Overview

Victor Ngai holds a JD from New York Law School and a BS in Chemical Engineering from Rutgers University [11][12], along with professional designations including CLU and ChFC credentials from the American College [13]. Ngai currently serves as Vice President - Advanced Marketing at Security Mutual Life Insurance Company of New York [1][3]. Prior to this role, Ngai founded and served as President of VERTEX Advanced Planning Solutions LLC from November 2017 to September 2019 [4]. Ngai's earlier career included positions at Guardian Life as Assistant Vice President of the Business Resource Center For Advanced Markets [5], roles at SEI in wealth management and legacy and philanthropy solutions [6][7], and positions at Prudential Securities and Prudential Financial in private client services and planning [8][9][10]. Ngai's professional focus centers on supporting financial advisors and planners serving business owners and high net worth clients [2].

Profile introduction
Source excerptLinkedIn [2]

 I measure my success through the success of the financial advisors, planners, brokers and insurance agents I work with – helping them with their business owner and high net worth clients’ issues, concerns, goals and dreams.  I am an educator and mentor to financial service professionals seeking to provide the best advice and service they can give to their clients, and to enable them to reach the highest levels of their professional aspirations.  I have a proven ability to open new markets and generate increased sales, individually and as a sales leader. I have led high performing advanced…

Career history

  1. Vice President - Advanced MarketingOct 2019 to presentSecurity Mutual Life Insurance Company of New York
  2. Founder and PresidentNov 2017 to Sep 2019VERTEX Advanced Planning Solutions LLC
  3. Asst. Vice President, Business Resource Center For Advanced MarketsAug 2008 to Oct 2017Guardian Life
  4. Director of Legacy and Philanthropy SolutionsJan 2007 to Aug 2008SEI
  5. Director of Wealth ManagementJun 2003 to Jan 2007SEI
  6. 1st Vice President/Director of Prestige Private Client Group2002 to Jun 2003Prudential Securities
  7. Vice President/Planning Director, Prestige Private Client Group2000 to 2002Prudential Securities
  8. Director, Playbook1999 to 2000Prudential Financial
  9. Director of Wealth ManagementSei AI

Education

  1. JD, LawNew York Law School
  2. BS Chem.E., Chemical EngineeringRutgers University
  3. CLUChFC at American College

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