Erik has 15 years of experience in the Financial Service industry. He has worked for many well named companies including New England Financial, Putman and New York Life. For the past 4 years Erik was a member of the MDRT and NAIFA. Most recently, Erik achieved 4 different increasing levels of Council based on production and retention.
Erik O’Leary is an Investment Executive at Securian Advisors of New England. He began his professional career right out of college with Mellon Trust and then while at New York Life he was a top 10% advisor. Erik has also trained and worked with dozens of insurance agents, helping them grow and develop their practice.
Erik graduated from UMass at Lowell with a BA in Environmental Science with a minor in Chemistry. Erik holds his Life Insurance License, Series 6 and 63 in 6 different states which includes, MA, NH, RI, ME, NC and GA.
Erik proudly supports the community with volunteer work in the Boston area which includes Rosie’s Place and The Boys and Girls Club of both Boston and Wakefield.