Eric Halpern

Background

About Eric Halpern

Execution-oriented strategy and transformation leader with a passion for driving innovation, operational excellence, and exceptional experiences across financial services. With a strong foundation in financial sales and team leadership, I’ve evolved into roles that bridge frontline impact with enterprise strategy—leading high-visibility initiatives that enhance customer experience, modernize operations, and integrate emerging technologies like AI. I’m currently serving as Corporate Vice President, Head of Strategic Initiatives for Service Experience at New York Life, where I help shape the future of service through cross-functional execution, innovation, and data-driven insight. I bring a proven ability to simplify the complex, develop scalable solutions, and build high-performing teams. Whether managing annuity distribution, leading strategy for inforce operations, or partnering across product, tech, and compliance I operate with speed, structure, and a relentless focus on outcomes. Known for being highly efficient, process-oriented, and driven by the pursuit of continuous improvement, I’m committed to helping our organization evolve while investing in my own growth and the development of others. Licenses & Certifications: Series 7, 63, 65, 24 | Life and Health Insurance License Specialties: Strategic Initiatives • Customer & Agent Experience • Annuities • Retirement Income • AI & Innovation Integration • Process Improvement • Talent Development • Leadership • Public Speaking • Operational Excellence • Financial Services Strategy