KM
Karen Malkun
Managing Director at Winterleaf Investments
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Work Experience
Managing Director
2023 - Present · 1 years and 11 months
Distribution Manager
2021 - Present · 3 years and 11 months
Global Distribution Director
2019 - 2021 · 2 years
Company Details
11-50 Employees
The goal of Winterleaf as an organization is to provide accredited Non-US investors and Non-US institutional investors with access to the unique Life Settlement asset class. All policies that are sourced, underwritten, and purchased are A-/A/A+/A++ rated US Life Insurance policies. Wintertleaf Investments LLC (“Company”) is not licensed, acting or intending to act as an insurance agency, insurance agent, broker or producer, investment advisor, broker-dealer, registered representative, viatical or life settlement provider, viatical or life settlement broker, or viatical or life settlement representative. Company does not sell or offer to sell securities, and nothing herein shall be deemed or construed to be an offer by Company to sell a security, a solicitation by Company of a person to purchase a security or an invitation by Company for any person to make an offer to purchase a security. Company is not an agent, broker, fiduciary or representative of any user of this Website. Company does not provide insurance, financial, investment, estate planning, legal or tax advice or recommendations, and users of the Website should not rely on this Website or Company as a basis for a decision to purchase or, after a purchase, hold, any life settlement policy. Portfolio opportunities available only for Non-U.S. individuals. Users of this Website should consult their own financial, insurance, investment, estate planning, legal and tax advisors. Company makes no warranties, express or implied, as to the accuracy or completeness of any of the information provided on this Website.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
1 Alhambra Plaza PH Coral Gables, Florida 33134, US
Keywords
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