Dharmesh Goel

Current Employers

Employment History

• 06/2005 → Present
  New York Life Insurance Company
  Downers Grove, IL
• 09/2005 → Present
  Nylife Securities, Inc
  New York, NY
• 02/2013 → Present
  Eagle Strategies Llc
  Downers Grove, IL
• 03/2014 → Present
  Glen Oak Financial, Inc.
  Downers Grove, IL

Other Businesses

[INSURANCE BROKERING; OPERATING UNDER THE DBA NAME OF GLEN OAK FINANCIAL, Inc. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DOWNERS GROVE, IL; START DATE: 03/2014; FIVE HOURS PER WEEK.] [PROPERTY AND CASUALTY SALES; APPOINTED WITH OUTSIDE CARREIRS FOR THE PURPOSE OF SELLING PROPERTY AND CASUALTY PRODUCTS; INVESTMENT RELATED; INSURANCE BROKER; START DATE 2/2013] [RENTAL PROPERTY; OWNS A RENTAL PROPERTY; 100 WOODVIEW CT GLEN ELLYN IL 60137; START DATE 09/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 07/2014; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [United States Tennis Association (USTA) Tennis Champion; United States Tennis Association; 70 West Red Oak Lane, White Plains, New York NY 10604; Start Date 07/2021; Role/Title: Independent Contractor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Spread the word about tennis in local community by word of mouth, social media, distribution of merchandise provided by USTA.USTA would also provide merchandise for my personal use to spread the word, such as clothing]

Exams

• S66 Uniform Combined State Law Examination
  2013-01-30
• S63 Uniform Securities Agent State Law Examination
  2006-06-12