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Imre Kovacs profile image

Imre Kovacs

Financial Consultant at NEW YORK LIFE, WELLINGTON SHIELDS, OPPENHEIMER, E.F. HUTTON & CO
Intro Book
Imre Kovacs, a seasoned financial consultant with 29 years of experience, holds a Bachelor of Arts degree from Yale University and is proficient in Hungarian, German, and Chinese, offering expertise in investments, retirement planning, and wealth management.
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Location
Brooklyn, New York, United States, US
Languages
  • Speak or have studied Hungarian, German, Chinese -
Skills
  • Investments
  • Retirement Planning
  • Strategic Financial Planning
  • Wealth Management
  • Equities
  • Show all
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Bio

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Topline AI
Imre Kovacs is a seasoned financial expert with extensive experience in investments, retirement planning, and wealth management. He has worked with prominent firms such as NEW YORK LIFE, WELLINGTON SHIELDS, OPPENHEIMER, E.F. HUTTON & CO, KPMG, and the NYC Department of City Planning. Kovacs holds a Bachelor of Arts degree from Yale University, where he also studied Chinese Studies. He has also completed his Bachelor of Divinity from Yale Divinity School. He is proficient in speaking Hungarian, German, and Chinese. Throughout his career, Kovacs has demonstrated expertise in strategic financial planning, portfolio management, and asset management. He has also developed a specialty in social responsibility investing and has worked with clients to improve systems for corporate financial controls and performance.

Experience

  • NEW YORK LIFE, WELLINGTON SHIELDS, OPPENHEIMER, E.F. HUTTON & CO
    • New York, NY
    • Financial Consultant
      • 1983 - 2012
      • New York, NY

      • Customized blend of investment classes and life insurance products in portfolios targeted to particular client needs and goals• Highest close ratio in firm with prospects using in-depth interviews and concept plan for total asset management• Latest financial planning technology to address all client concerns• Noted for financially diverse and multicultural book of clients • Women & Investing monthly seminars• 9/11 impact on clients in redesigned financial plans• #1 ranked consultant (nationally) in sales of E. F. Hutton’s financial plans • 14% annual growth (over 20 years) for community financial empowerment program• Specialty in social responsibility investing from its inception • Workshop on 529 college funding at 18,000 member Park Slope Food Coop• Cover story on quality client service in two mutual fund annual reports• Redbook, Modern Bride, Jet, New York Daily News: interviewed for articles on finances for young couples.

  • KPMG
    • New York, NY
    • Management Consultant
      • 1979 - 1983
      • New York, NY

      Worked with firm’s audit clients to improve systems for corporate financial controls and performance; design job applicant database and tracking; conduct investment performance monitoring. Organized Federal grants compliance reporting for Board of Education. Designed marketing program to attract New York law firms.

  • NYC Department of City Planning
    • Division Director
      • 1969 - 1979

      Organized first Community District based civic leadership conference for community input in setting NYC Capital Budget priorities.Directed transportation study to provide inner city transportation access to first urban National Park (Gateway). Represented NYC on Urban Consortium, for inter-city technology transfer. Represented NYC on Tri-State Regional Planning Commission, to coordinate planning with state and Federal transportation agencies.

  • North Haven Congregational Church
    • North Haven, Connecticut
    • Assistant Minister
      • 1968 - 1969
      • North Haven, Connecticut

      Developed experimental ministry to link historic suburban church with New Haven inner city mission churches. Organized new youth ministry program.Ordained in United Church of Christ in 1968.

Education

  • 1961 - 1965
    Yale University
    Bachelor of Arts (B.A.), Chinese Studies
  • 1965 - 1968
    Yale Divinity School
    Bachelor of Divinity

Suggested Services

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Industry Focus. “Investment Banking”

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