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Robert V. Santangelo, Jr. is a seasoned professional with a diverse background in sales, marketing, leadership, and asset management. He has held various roles in the financial industry, including General Agent, Floor Commission Broker, and Management & Accounting Trainee. Santangelo has also completed courses in Life Insurance Marketing, Estate Tax Planning, and Disability Income Planning. He is a graduate of Iona College and Purdue University's Life Insurance Marketing Institute.

Credentials

  • IMI
    Purdue University Graduate School
    Sep, 1966
    - Jun, 2026
  • IMI
    Purdue University
    Sep, 1965
    - Jun, 2026

Experience

  • Principal Life Insurance Company
    • Greater New York City Area
    • General Agent
      • Jan 2005 - Present
      • Greater New York City Area

      Market & Sell Individual Non-cancellable Guaranteed Renewable Disability Income Protection and Business Overhead protection utilizing Disability Income Planning Strategies to determine need and availablity for all prospects or my agents prospects.

    • General Agent
      • 2005 - Dec 2017
      • New York, NY

      Security Mutual Life Insurance Company of Binghamton, New York - http://smlny.comSecurity Administrators Inc. http://saiplans.com

  • The Cape School, Inc.
    • Greater New York City Area
    • A Continuing Education Instructor Bridge Courses including Life/Health, Prope...
      • Jun 2009 - Oct 2015
      • Greater New York City Area

      Classes I have been privileged to teach in 2014-5 include; Ethics, Retirement Planning, Disability Insurance, Long Term Care Insurance, Identity Theft, Agent Licensee Responsibilities, Insurance Regulations and Global Responsibility.

    • Member American Stock Exchange, Inc.
      • Sep 1970 - Oct 1998
      • New York

      Employeed as Floor Commission Broker with Birr, Wilson & Company in 1975 representing their clearing firm, Pershing & Company and executing floor brokerage commission business for Kohlmeyer & Company, Thomson McKinnon, Prudential Bache & Company and Merril Lynch & Co. on Ameri...

    • General Agent
      • Jan 1995 - Jan 1998
      • Greater New York City Area

      A Registered Represenatative - Series 7, Branch Manager: American General Securities, Inc.- Marketing and continuing to service clients who have purchases either Term life or Universal Life Products with Guaranteed premium and Guaranteed Cost of Insurance Opportunities from NYSE: AIG companies.

    • Member: New York Stock Exchange, Inc.
      • 1987 - 1992
      • New York

      Nerw York Stock Exchange Commission Brokerage as executing broker for arbitrage for Option Specialists in Digital Equipment {DEC}, Data General, Blockbuster, CitiBank and IBM representing Bear Stearns & Company and Spear Leeds & Kellogg.

    • General Agent
      • 1981 - 1990
      • New York, NY

      As a General Agent of The Travelers Life Insurance Company, Hartford, CT., my responsibilities included the role of a field underwriter of Individual Disability Income Non-Cancellable Guaranteed Premium coverage, Guaranteed premium Term Life Insurance

  • Israel A. Englander & Co.
    • Greater New York City Area
    • Employee: Member: American Stock Exchange, Inc.
      • Jul 1987 - Sep 1987
      • Greater New York City Area

      Stock & Option Commission Broker at American Stock Exchange, Inc. employed by Israel Englander & Company under President; Steven Tobias, prior to return to New York Stock Exchange, Inc with HSN Brokers Inc. as Vice President & Member New York Stock Exchange, Inc.

    • Member New York Stock Exchange, Inc.
      • Jul 1982 - Aug 1987

      An employee acting as Trading Floor Member representing Option Specialists on American Stock Excahnge, Inc as an executing commission broker for their arbitrage.

    • Member New York Stock Exchange, Inc
      • 1977 - 1982
      • New York

      Commisson Broker on trading floor of New York Stock Exchange, Inc. representing clearing organization of H.D. Baumer & Company; Loab Rhodes & Company accepted as surplus floor broker representing Merrill Lynch & Company.

    • State Sales Manager
      • Oct 1974 - Oct 1975
      • Memphis, Tennessee

      12 Agents successfully recruited, licensed, trained and contracted in Memphis, Tennessee. .

    • Director Career Sales
      • Oct 1973 - 1975
      • Indianapolis, Indiana Area

      Field Training with Career Agents presenting Return of Premium Disability Income Protection in California, Iowa, Indiana, Illinois, Georgia, & Alabama using "The Ralph K. Lindop Cycle of Success" Philosophy.

    • Member New York Stock Exchange, Inc.
      • Jan 1972 - Sep 1973
      • New York

      Commission Floor Broker in securities on the New York Stock Exchange, Inc. trading floor with Clearing company; Loab Rhodes & Company and as a Commission Broker in The Circle of The New York Stock Excahnge, Inc. Bond Room competitively representing Sartorius & Company.

    • Member: American Stock Exchange, Inc.
      • 1970 - 1971
      • New York

      Partner Tobey & Kirk & Company; Commission Floor Broker on The American Stock Exchange, Inc. Elected a s a trustee of American Stock Exchange, Inc. Responsible for creation of an increase in Gratuity Fund from $10,000 to $75,000 in 1971. Gratuity Fund increased to $100,000

    • President
      • 1965 - 1970
      • New York

      Created R.S. & G. Management Corporation in 1966. [Reiter, Santangelo & Goldstein]. Contracted as an independent vested agent with Eastern Life Insurance of New York with Charles Seibel Agency and contracted as independent vested General Agent with Citadel Life Insurance Company of New Yo...

    • Field Underwriter
      • Sep 1962 - Oct 1968
      • New York

      I was recruited by Ralph K. Lindop, a leading consultant for Mutual of New York and New York Life working for the Melville Bowen Agency in New York City where I was a leading Loyal Leader in 1962, 1963 and 1964. I was accepted to attend The Life Insurance Marketing Institute in Purdue University ...

  • Mutual Buying Syndicate, Inc.
    • 11 West 42nd Street, New York, N.Y.
    • Management & Accounting Trainee for a Resident Buying Organization
      • Feb 1961 - Sep 1962
      • 11 West 42nd Street, New York, N.Y.

      Immediately after graduation from college and post military service pre: Vietnam and prior to the IT world I began my training for a buying office in the back Offfice from The Mail Room to The Accounting Department, managing specific accounts, Broadway Department Stores, Hale's Department Sto...

Education

  • 1957 - 1960
    Graduate 1960 Iona College
  • 1965 - 1966
    Graduate 1966 - Purdue University: Life Insurance Marketing Institute, W...
  • 1961 - 1969
    Graduate ~ Empire State Military Academy

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Industry Focus. “Financial Services”

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