Victor joined Lee, Nolan & Koroghlian, LLC with nearly 20 years of financial services industry experience. Beginning his career at MetLife, he was quickly recognized as a leader and has never missed qualifying for conference in his career. Among the numerous esteemed awards at his previous employer, were Chairman’s Council (2013) President’s Conference (’01, ’02, 2010-2012), Leaders Conference (2000-2016), Quadruple Crown (2001), Super Starter (2000), Court of the Table (2013), Million Dollar Round Table (2001-2016). Victor was a firm record-setting 6-time disability income sales leader in addition to being the life insurance face amount sales leader (2015). In 2013, Victor was ranked as the #3 South-East Asian advisor in all of MetLife.
In addition to being an advisor, Victor spent twelve out of twenty years as a member of management while continuing to build and serve his clients. His contributions helped his former firm achieve back to back Management Chairman’s Council qualifications while qualifying for Management Leaders Conference as a sales leader (2007-2010). His proven coaching and development skills were on display when he developed, a firm record, 14 consecutive new advisors to achieve Super Starter qualification in their first quarter in the business. Victor developed numerous advisors to various levels of conference qualification while growing his team of advisors by 500% over several years. He truly believes that the best advisors have great mentors. Victor has been a recipient of the firm’s Agency Sales Director of the Year Award (2009) and in his prime was managing 24 advisors in 5 detached offices throughout NY and NJ with total team revenue exceeding $3MM of GDC.
Victor is an accomplished Certified Financial Planner practitioner with extensive knowledge, experience and expertise in working with high-net worth individuals in the areas of Estate Planning/Conservation, Charitable Giving, Education Funding, Disability Income, Fixed and Variable Annuities, IRA Consolidation/Rollovers, Long-Term Care Insurance, Pension Payout Alternatives/Distributions, Wealth Management and Life Insurance Strategies.
In his role as Senior Managing Director, Victor is focused on leading a team of high performing advisors in Monmouth County, NJ.