Christy Barilotti

Current Employers

Employment History

• 05/1999 → Present
  New York Life Insurance Company
  Philadelphia, PA
• 01/2008 → Present
  Barilotti Wealth Strategies Llc
  Philadelphia, PA
• 02/2014 → Present
  Barilotti Wealth Strategies & Insurance Solutions, Llc
  Philadelphia, PA
• 06/2023 → Present
  Eagle Strategies Llc
  Philadelphia, PA
• 05/2001 → Present
  Nylife Securities Llc
  Philadephia, PA

Other Businesses

[OPERATING UNDER THE DBA NAME OF BARILOTTI WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 1819 JOHN F. KENNEDY BLVD, SUITE 301, PHILADELPHIA, PA 19103; START DATE: 1/2008] [INSTRUCTOR- TEACHER PROFESSOR; 585 E CITEY AVE STE 1060 BALA CNYWYD PA 19004; COMMUNITY COLLEGE -LIFETIME LEARNING CONTINUING ED; START DATE 10/2008] [OPERATING UNDER THE DBA NAME OF BARILOTTI WEALTH STRATEGIES & INSURANCE SOLUTIONS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 1819 JOHN F. KENNEDY BLVD, PHILADELPHIA, PA 19103; START DATE: 02/2014] [Campaign Executive Committee (CEC) for Ursinus College; Leaders from all volunteer committees that are associated with the campaign.; 601 E. Main Street, Collegeville, PA 19426; Start Date 09/2016; Role/Title: Board Member; Investment Related; 15 hours per month; 10 hours per month during securities trading hours] [The Broaden Horizon Mentorship Program for Liguori Academy; Educational institution; 1952 East Allegheny Ave Philadelphia, PA 19134; Start Date 10/2017; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; Lead and develop mentor program to students, assist in fund raising activities] [U-Imagine Center Advisory Council; help Ursinus students to become entrepreneurial thinkers and to help students develop lifelong skills such as leadership, time management, negotiation; 601 E Main St, Collegeville, PA 19426; Start Date 09/2018; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours] [Freedom and Clarity, LLC.; apply and hold a patent and license for a cell phone device.; 1819 JFK Blvd. Suite 301, Philadelphia PA 19102; Start Date 08/2018; Role/Title: Owner; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-22
• S63 Uniform Securities Agent State Law Examination
  2001-06-19

Designations