Julianne Hertel

Current Employers

Employment History

• 04/2007 → 03/2026
  New York Life Insurance Company
  Waltham, MA
• 07/2007 → 03/2026
  Nylife Securities Llc
  Waltham, MA
• 09/2011 → 03/2026
  Eagle Strategies Llc
  Westboro, MA
• 03/2015 → 03/2019
  Chan And Dahrooge Financial Group, Llc
  Westborough, MA
• 03/2019 → 06/2020
  Dream Big Financial, Llc
  Worcester, MA
• 06/2020 → Present
  Dream Big Wealth Strategies, Llc
  Worcester, MA
• 03/2026 → Present
  Cornerstone Planning Group, Inc.
  Worcester, MA

Previous Registrations

• 2011-09-26 → 2026-03-20
  Eagle Strategies Llc
  Westboro, MA
  Worcester, MA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERESD INSURANCE PRODUCTS; 1700 WEST PARK DRIVE, 2ND FLOOR, WESTBOROUGH, MA 01581; START DATE 03/2012; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED] [Broken Tail Rescue, Inc.; I foster homeless dogs for Broken Tail Rescue, Inc. I take care of them in my home until the rescue finds a suitable adopter. Volunteer/Foster Home for Animal Rescue Organization; PO Box 60296, Worcester MA 01606; Start Date 07/2012; Role/Title: Volunteer; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF DREAM BIG 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; Worcester, MA; START DATE: 06.2020] [Million Dollar Round Table - Committee Member; chairperson of the MDRT Communications Committee.; 325 West Tuohy Ave, Park Ridge, IL 60068; Start Date 09/2019; Role/Title: Committee Chair; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours;Organize events relative to MDRT members in the Northeast, participate in conference calls] [Office Sub-Lease; rent one of the office's in my detached office suite to another company.; 12 East Worcester St, Worcester MA 01604; Start Date 08/2020; Role/Title: Leasor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [MDRT Foundation; The MDRT (Million Dollar Roundtable) Foundation is a 501(c)3 that is linked with MDRT. I will be a member of the Board of Trustees.; 325 West Tuohy Ave, Park Ridge, IL 60068; Start Date 09/2022; Role/Title: Board Member; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours; Participate in board meetings regarding direction of the Foundation. Serve as Liaison to Committees] [Safe Exit Initiative; Safe Exit Initiative (formerly LIFT) is a non-profit organization in Worcester, Massachusetts that is committed to ending the sex trade by providing resources and exit strategies to victims of trafficking.; 316 Lincoln Street, Worcester MA 01605; Start Date 05/2023; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours][Notary Public; Provide notary services; 12 East Worcester St, Worcester MA 01604; Start Date 10/2024; Role/Title: Notary Public; Investment Related; .5 hours per month; .5 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-14
• S63 Uniform Securities Agent State Law Examination
  2007-09-19

Designations

Other Names

• Julianne Hertel
• Julianne Hertel
• Julianne Hertel
• Julianne Dahrooge