Bio
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Topline AI
James Crane is a seasoned financial professional with 14+ years of experience in the industry. He holds various certifications, including CLU, LUTCF, and CLTC, and an MBA from Arizona State University. He has worked as a Registered Representative, Agent, Director, and Product Marketing Manager for top companies like NYLIFE Securities LLC, New York Life Insurance Company, iPass, and Infonet.
Credentials
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CLU
The American College of Financial ServicesNov, 2014- Apr, 2026 -
LUTCF
The American College of Financial ServicesFeb, 2012- Apr, 2026 -
CLTC
CLTCMay, 2011- Apr, 2026
Experience
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NYLIFE Securities LLC
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Southern California
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Financial Services Professional
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Jul 2009 - Present
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Southern California
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
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New York Life Insurance Company
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Southern California
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Agent
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May 2009 - Present
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Southern California
Agent licensed to sell insurance through New York Life Insurance Company.
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Director
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Jun 2003 - Aug 2007
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Product Marketing Manager
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Aug 1975 - Oct 2002
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Education
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Arizona State University
Bachelor of Science in Engineering -
Arizona State University
Masters of Business Administration -
Arizona State University
Masters of Science, Electrical and Electronics Engineering
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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