New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Aldi Inc. August 2011 - Present
Airgas Safety Services April 2010 - August 2011
New York Life Insurance Company January 2009 - January 2010
New England Financial April 2008 - January 2009
The Tile Shop October 2007 - July 2008
Ideal Safety Sales and Marketing July 2007 - October 2007
Schlossmanns Dodge Chrysler and Jeep May 2007 - October 2007
Everdry Waterproofing August 2006 - May 2007
Skills
Inventory Management, Customer Service, Loss Prevention, Retail, Cashiering, Inventory Control, Merchandising, Store Management
Education
Liberty University 2014 — 2016
Bachelor's Degree, Business Administration, Management and Operations
University of Phoenix 2012 — 2014
Associate's Degree, Business Administration and Management, General
East Troy High School 1997 — 2001
Diploma
New York Life Insurance Company September 2014 - Present
Sunrise Brokers May 2014 - September 2014
Victoria's Secret June 2012 - August 2014
VITA/TCE January 2013 - April 2014
Capital One January 2013 - June 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Sales, Training, Team Building, Fraud Detection, Teamwork, Accounting, Recruiting, Accounts Receivable, Time Management
Education
Long Island University, Brooklyn Campus 2010 — 2015
Masters degree, Acc
1st Service Solutions, Inc. 2014 - Present
San Diego Assn. of REALTORS® 2014 - 2014
Air Medical Group - REACH, Med Trans, Air Evac Lifeteam, Eagle Med 2010 - 2014
Moto Cross Country llc / MXC Racing 2000 - 2012
Tyler Junior College 2008 - 2010
Ron Farish Aircraft Sales 2008 - 2010
New York Life Insurance Company 2006 - 2008
Texas Farm Bureau Insurance Companies 2000 - 2005
Good Shepherd Health System - Champion EMS 1999 - 2001
East Texas Medical Center 1996 - 1999
Skills
Sales Management, Sales, Aviation, Air Medicine, Emergency Medicine, Emergency Services, Construction, Firefighting, Adult Education, Systems Analysis, Insurance, Financial Services, Program Management, Helicopters, Management, Critical Care, Healthcare, Process Improvement, Strategic Planning, Military, EMS, Leadership, Emergency Management, Budgets, Aircraft, Training, Team Building, Marketing, New Business Development, CRM, Recruiting, Coaching, Negotiation, Social Media, Operations Management, Leadership Development, Team Leadership, Contract Negotiation, Mergers & Acquisitions, Business Development, Cross-functional Team..., Public Speaking, Account Management, Business Planning, Public Relations, Analysis, Marketing Strategy, Change Management, Business Strategy, Start-ups
Education
LeTourneau University 2009 — 2011
Master of Business Administration (M.B.A.), Marketing Concentration
LeTourneau University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Leadership Concentration
BNSF Railway October 2005 - January 2014
ENRISK SERVICES, INC September 1991 - February 2005
New York Life Insurance Company January 1987 - January 1991
New York Life Insurance Company 1987 - 1991
MANPOWER TEMPORARY SERVICES January 1984 - January 1987
SUSIE’S CASUALS January 1983 - January 1984
Skills
Administration, Executive Support, Office Management, Event Planning, Time Management, Corporate Events, Purchasing, Microsoft Office, Procurement, Contract Negotiation, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Human Resources, Employee Benefits, Accounts Payable, Troubleshooting, Networking, Customer Service, Policy, Accounting, Employee Training, Account Reconciliation, General Ledger, Pagemaker
Education
LeTourneau University 1999 — 2000
Business Administration and Management, General
New York Life Insurance Company 2013 - Present
Skills
Strategic Financial..., Investment Strategies, Asset Management, Life Insurance, 401k Rollovers, Retirement Planning, Long Term Care Insurance, Portfolio Management, 403 b, Rebalancing
Education
Lincoln University 2006 — 2010
Finance & Accounting, Portfolio Management & Risk Management
Radical Culinary Services October 2011 - Present
A Closer Look May 2012 - Present
Family 1971 - 2014
Family 1971 - 2014
Le Cordon Bleu College of Culinary Arts Dallas TX August 2011 - April 2012
Adecco Personnel Services January 2005 - December 2006
New York Life Insurance Company October 1999 - December 2004
Texas Land and Cattle Steakhouse November 1997 - October 1999
Skills
Microsoft Office, Microsoft Word, Customer Service, Teaching, Public Speaking, Baking, Cooking, Cakes, Team Leadership, Instruction, Cooking Instructor, Creative..., Custom Cakes, Cake Decorating, Microsoft Excel, PowerPoint, English, Windows, Research, Outlook, Budgets, Confections, Philanthropy, Pastry, Community Outreach, Menu Development, Catering, Personal Chef Services, Tutoring, Organizational..., Supervisory Skills, Multi Tasking, Cost Control, Operating Budgets, Innovation, Restaurant Reviews, Mystery Shopping, Comparison Shopping, Critique, Evaluation, Participant Observation, High Volume Catering, Inventory Control, French Cuisine, American Cuisine, International Cuisines, Mediterranean, Customer Retention, Operations Management, Restaurant Management
Education
Le Cordon Bleu College of Culinary Arts-Dallas 2010 — 2014
Associate's degree, Culinary Arts/Chef Training, 3.26 GPA
North Central Texas College 1990 — 1992
Business/Commerce, General
Eagle Strategies, LLC July 2012 - Present
New York Life Insurance Company July 2012 - Present
USAA February 2008 - June 2012
Merrill Lynch May 2004 - February 2008
Shiva Consulting Services 2002 - 2004
EDS Group 2001 - 2002
Gemini Voice Solutions/Novo Networks September 2000 - October 2001
Telecom Technolgies, Inc November 1999 - September 2000
Cisco Systems March 1998 - November 1999
IBM September 1978 - February 1998
Skills
Estate Planning, Gifting Strategies, Wealth Preservation..., Multi-Generational..., 401(k) Rollovers, Protection..., Insurance, Annuity Sales, Legacies, Thought Leadership, Key Person Protection, Retirement Planning, Succession Planning, Investments
Education
University of Missouri-Saint Louis 1982 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing
University of Michigan 1979 — 1980
Masters of Science, Electrical and Electronics Engineering
University of Michigan-Dearborn 1976 — 1978
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Lawrence Technological University 1974 — 1976
Electrical and Electronics Engineering
Sardar Patel Vidyalaya 1963 — 1974
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies June 2013 - Present
Somnia Anesthesia Inc. August 2012 - June 2013
New York Life Insurance Company September 2008 - March 2012
Wilson Elser December 2007 - September 2008
New York Life Insurance Company May 2006 - June 2007
Fidessa September 2000 - July 2004
BLOOMBERG, L.P January 1998 - September 2000
Skills
Legal Research, Legal Writing, Legal Issues, Business Analysis, Negotiation, Insurance Law, Life Insurance, Property & Casualty..., Reinsurance, Due Diligence, Corporate Law, Compliance Officers, Insurance, Finance, Corporate Governance, Litigation, Claim, Arbitration, Fixed Annuities
Education
Pace University School of Law 2004 — 2007
Doctor of Law (J.D.), Law
Lehigh University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Sayreville War Memorial High School
TechWaste Recycling October 2014 - Present
Liquid Technology, Inc. August 2013 - Present
Long Island University January 2010 - May 2012
Long Island University 2012 - 2012
New York Life Insurance Company May 2010 - September 2010
Skills
OS X, Windows 7, Computer Hardware, Troubleshooting, Windows, HTML, Operating Systems, Windows Server, Hardware, Java, Microsoft SQL Server, C++, Django, Linux, Visio, Python, Virtual Machines, Microsoft Office, Microsoft Excel, System Administration, Higher Education, Vendio, Active Directory, Windows XP Pro, Outlook, Data Entry, Remote User Support, Multimedia, Social Networking, Network Security, Dreamweaver, FTP, Secure FTP, GUI, Dell PowerEdge Servers, Dell Computers, Dell Workstations, Dell Switches, HP Proliant, HP Server Hardware, HP Blade, IBM Servers, IBM iSeries, Firewalls, Cisco Technologies, Cisco Routers
Education
Long Island University, Brooklyn Campus 2008 — 2011
Bachelor's degree, Computer and Information Sciences and Support Services
James Madison
Long Island University, C.W. Post Campus
Fleming Brokerage Insurance January 1997 - Present
ColibriumDirect October 2014 - April 2015
AtlantaCare 2007 - 2014
New York Life Insurance Company October 1996 - October 1997
Skills
Life Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Insurance, Employee Benefits, Workers Compensation, Health Savings Accounts, Long-term Care, Brokers, Commercial Insurance, Accident, CRM, Sales, Management, Customer Service, Marketing, Training, Leadership
Education
LIU Post 1983 — 1987
BS, Education
One Detroit Financial Centers 2012 - Present
Aviva Life Insurance Company 2012 - Present
Farmers Insurance September 2003 - Present
Transamerica August 2011 - Present
Assurity Life 2012 - 2012
Vision Service Plan 2012 - 2012
Transamerica 2011 - 2012
Real Estate One 1983 - 2010
New York Life Insurance Company 2006 - 2006
Mongomery and Company 2002 - 2002
Skills
Fixed Annuities, Insurance, Life Insurance, Term Life Insurance, Health Insurance, Retirement Planning, Disability Insurance, Underwriting, Mortgage Lending, Risk Management, Retirement, Banking, Financial Analysis, Property & Casualty..., Strategic Financial..., Long-term Care, Investments, 401k, Finance
Education
Wayne State University 1994 — 1996
MBA, Finance
Lawrence Technological University 1985 — 1988
Bachelor of Science, Information Systems
Northwestern University
Wayne County Community College District
Financial Dynamics And Associates, Inc. November 2014 - Present
Lafon Financial Strategies July 2011 - November 2014
New York Life Insurance Company July 2010 - July 2011
Allstate Insurance Company April 2008 - July 2010
Allstate Insurance Company October 2005 - April 2008
Skills
Employee Benefits, Insurance, Strategic Planning, Sales, Leadership, Disability Insurance, Sales Management, Investments, Risk Management, Management, Customer Service, Time Management, Program Management, Financial Analysis, Financial Services, Training, Customer Retention, Customer Satisfaction, Networking, Coaching, Strategy, Team Building, Long-term Care, Property & Casualty..., Process Improvement, Employee Training, Strategic Financial..., Retirement Planning, Mutual Funds, IRAs, Sales Process, Life Insurance, Retirement, Leadership Development
Education
Liberty University 2006 — 2008
Master of Business Administration (MBA), Business, 3.7
Citi May 2014 - Present
Citi February 2012 - April 2014
Citi May 1999 - January 2012
Citi June 1993 - April 1999
Citi September 1989 - May 1993
Coopers & Lybrand June 1985 - August 1989
New York Life Insurance Company September 1983 - May 1985
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Capital Markets, Banking, Accounting, Finance, Mergers & Acquisitions, Financial Risk, Due Diligence, Equities
Education
New York University - Leonard N. Stern School of Business 1985 — 1986
MS, Accounting
LIU Post 1979 — 1983
BA, Economics
Chaminade High School - Mineola, NY 1975 — 1979
Wells Fargo July 2015 - Present
New York Life Insurance Company May 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo September 2012 - January 2014
Skills
Annuity Sales, Asset Protection, Building Relationships, Business Insurance..., Customer Satisfaction, Education Funding..., Estate Planning, Insurance, Licensed Life Insurance..., Permanent Life Insurance, Protection..., Retirement Planning, Term Life Insurance
Education
Liberty University 2008 — 2012
Bachelor of Science (BS), Accounting
Fleetcor June 2015 - Present
Verizon November 2013 - April 2015
GravoTech November 2011 - November 2013
SAGE SOFTWARE May 2011 - August 2011
New York Life Insurance Company April 2010 - May 2011
AT&T 2007 - 2009
Granger industrial supplies January 2004 - 2007
Skills
Closing Business, Key Account..., Key Account Development, Hunting, Strategic Planning, Business Strategy, Marketing Strategy, Change Management, Insurance, Business Development, New Business Development, Sales Management, Sales, Sales Operations, Training, Team Building, Leadership, Management, Customer Service, Product Development, Budgets, Telecommunications, Product Management, Sales Process, Selling, B2B, Direct Sales, International Sales, Account Management, CRM, Solution Selling, Strategy, Negotiation, Cold Calling, Customer Retention
Education
Lanier Technical College 2010 — 2014
Marketing, Marketing, 3.4
University of the People
Associate's degree, Business Administration and Management, General
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company November 2012 - September 2015
Redskye Wireless March 2011 - January 2012
Skills
Customer Service, Life Insurance, Retirement Planning, Team Building, Leadership, Public Speaking, Communication, Investments, Securities, Sales, Financial Services, Coaching, Insurance, Management, Estate Planning, 401k Rollovers, Creative Problem Solving, Personal Finance, Writing, Marketing, Recruiting, Sales Management
Education
Liberty University 2013 — 2015
Business/Corporate Communications
Simpson Academy 2005 — 2009
Fox Army Health Center Hosp March 2015 - Present
CYS CHILD DEVELOPMENT CENTER August 2013 - March 2015
New York Life Insurance Company March 2013 - April 2013
United States Department of Defense 2009 - 2012
Skills
Social Services, Case Management, Customer Service, Data Entry, Microsoft Office, PowerPoint, Fundraising, Microsoft Excel, Outlook, Adolescents, Behavioral Health, Mental Health, Time Management, Community Outreach, Child Development, Child Advocacy, Childcare, Family Services, Child Welfare
Education
Liberty University 2014 — 2015
MBA, Public Administration
Liberty University 2007 — 2008
Masters of Arts, Human Services
State Farm Agent May 2005 - Present
State Farm July 2002 - July 2005
Western & Southern Life July 2000 - July 2002
Mutual of Omaha July 1998 - July 2000
New York Life Insurance Company July 1995 - July 1998
Mutual of Omaha November 1982 - July 1995
Skills
Homeowners, Term Life Insurance, Umbrella Insurance, Renters, Disability Insurance, Whole Life, Life Insurance, Universal Life, Property & Casualty..., Commercial Insurance, Health Insurance, Long-term Care, Fixed Annuities, Marine Insurance, Insurance
Education
The American College 1986 — 2002
CLU RHU LUTCF ChFC CASL
Liberty University 1990 — 1992
MBA Studies, Business Administration and Management, General
BGSU 1973 — 1977
Music Ed, Vocal Music Education
New York Life Insurance Company March 2007 - Present
NYLIFE Securities 2004 - 2007
Meridian School District #2 August 1997 - June 2004
Education
Lewis-Clark State College 1989 — 1994
BS, Education
New York Life Insurance Company January 1998 - Present
Skills
Analysis, Crystal Reports, Insurance, SQL, Access, Visio, JCL, Unix, Lotus Notes, Business Intelligence, Management, Oracle SQL, FTP, Microsoft Excel, PowerPoint, Microsoft Word, Toad, APPX, SDLC, Business Analysis, Business Process..., Project Management
Education
Pace University - Lubin School of Business 1996 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General
Pace University
Bachelor of Business Administration, Management Information Systems
LIU Brooklyn 1994 — 1996
Pre-Physical Therapy Studies
New York Life Insurance Company July 2012 - Present
Education
Liberty University 2012 — 2014
Bachelor of Science (BS), Psychology
Millersville University of Pennsylvania 2011 — 2012
Wenatchee Valley College 2009 — 2011
Associate's Degree
New York Life Insurance Company 2012 - Present
Skills
Social Media, Estate Planning, Licensed Life & Health..., Legacies, Retirement Planning, Wealth Preservation..., Long-term Care, Key Person Insurance, Licensed Life Insurance..., Multi-generational..., Protection..., Long Term Care Insurance, Communication, Leadership, Networking, Problem Solving, Retirement, Life Insurance, Protection Planning/ ..., Licensed in Long Term...
Education
Langston University 2001 — 2005
New York Life Insurance Company February 2011 - Present
Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Term Life Insurance, Retirement Planning, Long-term Care, Health Insurance, Retirement, Customer Service, Series 6, Mutual Funds, Employee Benefits, Microsoft Excel, Property & Casualty...
Education
Long Island University, Brooklyn Campus 2003 — 2006
Communication, Journalism, and Related Programs
Nyack College 2002 — 2003
Health Professions & Human Services
Merrill Edge October 2014 - Present
The Mutual Fund Store February 2013 - October 2014
Morgan Stanley March 2012 - January 2013
New York Life Insurance Company October 2008 - December 2011
Independant Life Broker January 2006 - April 2008
Skills
Wealth Management, Retiremant Planning, College Funding, Insurance Planning, Financial Planners, Wealth Accumulation, Investments, Finance, 401k, Retirement Planning, Strategic Financial..., Hedge Funds, Small Business, Financial Services, Financial Advisory, Portfolio Management, Retirement, Mutual Funds, Financial Planning, Strategic Planning, Customer Service, Life Insurance
Education
Liberty University 2014 — 2018
Bachelor of Science (BS), Accounting and Business/Management
College for Financial Planning 2013 — 2013
CMFC Designation
Empire Blue Cross September 2000 - September 2008
Putnam Federal Credit Union September 1990 - January 2000
Various Commercial Banks June 1981 - February 1990
New York Life Insurance Company September 1970 - June 1981
Skills
Microsoft Excel, Access, Analytics, Microsoft Word, Statistics, SPSS, SAS, Accounting, Commercial Real Estate, Project Management, Medical Coding, Computer Program, Managerial Finance, Operations Management, Team Building
Education
LIU Brooklyn 1976 — 1981
Master of Business Administration (MBA), Accounting and Finance
St John's University School of Ed 1966 — 1976
Bachelor of Arts (B.A.), Mathematics, B
Pmae, NA (USA) September 2014 - Present
New York Life Insurance Company February 2012 - August 2014
JPMorgan Chase November 2008 - March 2011
Skills
Fluent in English and..., Life-License and Notary..., Excellent Writing Skill
Education
Liberty University 2011 — 2011
MBA(Earned 18 Crdts), Human Resources
University of Atlanta (BU) 1998 — 2002
Bachelor of Business Administration, Business Administration
New York Life Insurance Company December 2012 - Present
Rotary Club of Yuba City February 2014 - Present
Yuba County Economic Development Commitee January 2014 - Present
Marysville Toastmasters July 2013 - Present
COUNTRY® Financial September 2010 - November 2012
Wilsonville Chamber of Commerce June 2011 - August 2012
Skills
Active Problem Solver, Protecting and Building..., Customer Service, Disability Insurance, Wealth, Public Speaking, Insurance, Problem Solving, Management, Leadership, Coaching, Small Business, Employee Benefits, Fixed Annuities, Policy, Finance, Life Insurance, Marketing, Sales, Team Building, Financial Services
Education
Lewis and Clark College 2006 — 2010
BA, Economics
Family Life Academy Charter School April 2014 - Present
Animal Care & Control of NYC September 2013 - April 2014
Robinson Elevator Group LLC May 2012 - February 2013
Canon Business Solutions October 2006 - July 2010
New York Life Insurance Company 2006 - 2008
Fox News Channel January 2002 - October 2006
Skills
Public Speaking, PowerPoint, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Video, Data Entry, Leadership, Event Planning, Coaching, Strategic Planning, Fundraising, Team Building, Management, Customer Service, Human Resources, Social Media, Training, Social Networking
Education
Liberty University 2013 — 2015
Master's degree, Secondary Education and Teaching
Liberty University 2010 — 2011
Master of Arts in Religion (M.A.R.), Biblical Studies
Nyack College 2006 — 2010
Bachelor of Arts (B.A.), Music
New York Life Insurance Company December 2011 - Present
Online Northwest July 2010 - December 2011
Education
Linfield College 2005 — 2009
BA, Vocal Performance
Linfield College 2005 — 2009
Bachelor of Arts (B.A.), German Language and Literature
AXA Advisors March 2015 - Present
New York Life Insurance Company December 2011 - March 2015
Cox Communications February 2006 - March 2011
USAA March 2001 - February 2006
GEICO April 1998 - March 2001
United States Navy September 1989 - June 1996
Skills
Outlook, Customer Service, Excel, Word, Microsoft Office, Administration, Customer Relations, Customer Retention, Driving, Law Enforcement, Security, Microsoft Excel, Insurance, Sales, Enforcement, Military, System Administration, Leadership, Coaching, Finance, Life Insurance, Strategic Financial..., Retirement Planning, Public Speaking, Retirement, Long-term Care, Long Term Care Insurance, Marketing, Investments, IRAs, Term Life Insurance, 401k, Financial Services, Health Insurance, Mutual Funds, Variable Annuities, Series 63, PowerPoint, Time Management, Disability Insurance, Employee Benefits, Fixed Annuities, Recruiting, Financial Planners, Microsoft Word, Series 6, Social Networking, Strategic Planning, Leadership Development, Team Building
Education
Liberty University 2009 — 2013
Multi Disciplinary, IT, Criminal Justice, Business Administration
Tidewater Community College 2008 — 2010
Business Administration, Finance and Financial Management Services
UNITED BROKERAGE INC. May 2014 - Present
New York Life Insurance Company September 2011 - January 2014
Allstate March 2007 - July 2011
Skills
Customer Service, Public Speaking, Finance, Sales, Insurance, Leadership, Strategic Planning, Microsoft Office, Team Building, Management, Marketing, New Business Development, Networking
Education
Lincoln University
Bachelor's degree, Finance and Banking
Fisher & Paykel Healthcare December 2012 - Present
Paychex November 2010 - December 2012
Top Dog Entertainment October 2005 - November 2010
Chili's June 2004 - October 2005
New York Life Insurance Company October 2002 - June 2004
Skills
Account Management, Cold Calling, Customer Service, Direct Sales, Sales, Sales Presentations, Sales Process, Salesforce.com, Selling
Education
Limestone College 1998 — 2002
B.A Busuness Management
Ronald McDonald House Rochester, NY January 2005 - March 2014
Self-employed January 2004 - January 2014
One Communications December 1998 - December 2004
Excellus BCBS January 1998 - December 1998
First Federal Savings and Loan Assoc. January 1989 - December 1997
J.P. Morgan January 1984 - December 1988
Citi January 1983 - December 1983
New York Life Insurance Company January 1980 - December 1982
Skills
Computer Programming, Home Repairs, Financial Analysis, Tax Preperation, Home Automation, Soccer Referee
Education
Le Moyne College 1974 — 1979
BS Multiple Science, Computer Science
New York Life Insurance Company Lead Petty OfficerUS Navy2003 - 2009
Skills
Personal Finance, Life Insurance, Retirement Planning, College Savings Plans
Education
Liberty University
Bachelor’s Degree, Theology/Theological Studies
Central Cabarrus High School 1992 — 1996
NYLife Securities March 2013 - Present
New York Life Insurance Company December 2011 - Present
New York Life Insurance Company 2011 - Present
New York Life Insurance Company 2011 - Present
Darden October 2002 - December 2011
Skills
Licensed Life & Health..., Annuity Sales, Fixed Annuities, Life Insurance, Term Life Insurance, Retirement Planning, Retirement, Long-term Care, Whole Life, Series 6, IRAs, Series 63, Long Term Care Insurance, 401k, 401k Rollovers, Variable Annuities, College Savings Plans, Roth IRA, Mutual Funds, Employee Benefits, Buy-sell Agreements, Retirement Savings, FINRA, FINRA Series 63, FINRA Series 6
Education
Liberty University 2006 — 2009
Master of Arts (MA), Religion/Religious Studies
Liberty University 2001 — 2009
Bachelor of Science (B.S.), Psychology
Berean Christian school 1994 — 2001
New York Life Insurance Company December 2001 - November 2011
Macy's East January 1992 - December 2001
Skills
Leadership Development, Strategic Planning, Project Implementation, Coaching, Customer Relations, Mentoring, Customer Service, Team Building, Fixed Annuities, Project Planning, Organizational..., Succession Planning, Team Management, Process Improvement, Management, Retail, Performance Management, New Business Development, Operations Management, Training, Recruiting, Leadership, Analysis, Time Management, Insurance, Business Planning, CRM, Cross-functional Team..., Financial Services, Human Resources, Retirement, Team Leadership, Strategy, Executive Management
Education
Liberty University 2015 — 2016
Master's degree, Human Services Counseling
Liberty University 2012 — 2014
Bachelor of Science (BS), Psychology
TD Ameritrade April 2014 - Present
TD Ameritrade October 2013 - Present
New York Life Insurance Company April 2011 - September 2013
John Hancock Financial Network April 2007 - April 2011
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Insurance, Mutual Funds, Wealth Accumulation, Fixed Annuities, Disability Insurance, Financial Analysis, Asset Allocation, Estate Planning, Variable Annuities, Long Term Care Insurance, Wealth Management..., Investment Advisory, IRAs, Securities, Retirement, Small Business, Long-term Care, Series 6, Financial Planners, Relationship Management, Financial Modeling, Asset Management, Finance, Financial Advisory, Financial Services, Life Insurance, Series 63, 401k Rollovers, 401k, Investment Strategies, Wealth, Roth IRA, Term Life Insurance, Series 7, Life, Universal Life, ETFs, FINRA, Investment Management, Permanent Life Insurance, Licensed Life Insurance..., Rollovers, Variable Life, 529 Plans, Retirement Savings, Series 65
Education
Lehigh University - College of Business and Economics 2002 — 2006
Finance, Finance and Marketing
Central New York PGA January 2010 - Present
Central New York PGA January 2007 - 2010
JPMorgan Chase 2006 - 2007
New York Life Insurance Company 2003 - 2006
Skills
Golf, Sponsorship, Sports Marketing, Sports, Management, Club, Sports Management, Hospitality, Investments, Business, Budgets, Personal Finance, Customer Service, Event Planning, Coaching, Sales, Time Management, Event Management, Tournaments, Golf Courses, Fundraising, Sponsorship Sales, Merchandising
Education
Le Moyne College 1999 — 2003
Business, Management
LeMoyne College 1999 — 2003
Bachelor of Science, Business Administration; Management
New York Life Insurance Company January 2015 - Present
Total Health Chiropractic November 2014 - January 2015
Patriot Roofing LLC January 2014 - November 2014
Van Andel & Flikkema Motor Sales, Inc. September 2011 - July 2014
David's Bridal March 2011 - September 2012
Skills
Recruiting, Customer Service, Customer Satisfaction, Sales, Team Building, Time Management, Microsoft Office, Continuous Improvement, Customer Retention, Business Correspondence, Insurance Verification, Data Entry, Communication, Events Coordination, HIPAA, Human Resources, Scheduling, Phone Etiquette, Multi-line Phone, Interviews, Typing, Inventory Management, Automotive, Warranty, Administrative..., Extended Warranty, Automotive Parts, Document Drafting, Proofreading, Cash Management, Budget Management, Bookkeeping, Filing, Call Centers, Strategic Planning, Research, Visual Styling, Leadership, Public Speaking, Social Media, Microsoft Word, Microsoft Excel, PowerPoint
Education
Michigan State University 2009 — 2011
Bachelor's degree, Criminal Justice and Corrections
Lansing Community College 2009 — 2010
Associate's degree, Corrections
Saginaw Valley State University 2007 — 2008
Criminal Justice and Corrections
Heritage High School
Core Bamboo January 2015 - Present
vente-privee USA April 2014 - January 2015
vente-privee USA April 2013 - April 2014
Kraft Foods June 2012 - December 2012
kate spade new york April 2012 - July 2012
New York Life Insurance Company June 2011 - April 2012
Café Soriano January 2003 - May 2011
Trident Mortgage Company June 2009 - September 2009
Skills
Sales, Customer Service, Microsoft Excel, Analysis, Marketing, Time Management, Microsoft Word, PowerPoint, Investments, Microsoft Office, Google Docs, Reporting & Analysis, Social Media
Education
LIM College 2012 — 2014
Master of Business Administration (MBA), Fashion Management
University of Scranton 2006 — 2011
B.S, Finance
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company September 2014 - Present
Education
Liberty University
Bachelor's degree, Accounting and Finance
New York Life Insurance Company 2011 - Present
Westwood Insurance Group October 2000 - Present
Prudential Financial November 2001 - October 2011
Skills
Operations Improvement, Operations Management, Long Term Care Insurance, Insurance Software, Lease Financing, Residential Mortgages, Microsoft Excel, LIfe Insurance, Sales & Marketing..., Employee Benefits, Finance, Life Insurance, Leadership, Process Improvement, Variable Annuities
Education
EXCELSIOR COLLEGE 2008 — 2012
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, 4.0 GPA
Long Island University, C.W. Post Campus 1976 — 1980
Bachelor of Science (B.S.), Accounting and Finance
Wells Fargo Dealer Services May 2015 - Present
Wells Fargo March 2014 - May 2015
Logan's Roadhouse July 2011 - March 2014
New York Life Insurance Company September 2013 - October 2013
East Carolina Chrysler, Dodge, Jeep September 2010 - January 2012
Cracker Barrel March 2010 - January 2011
Skills
English, Teaching, Research, Editing, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Public Speaking, Outlook, Photoshop, Windows, Budgets, Sales, Management
Education
East Carolina University 2009 — 2013
Bachelor's, English
Lenoir Community College 2008 — 2009
Douglas C. Lane & Associates, Inc. August 2014 - Present
New York Life Insurance Company June 2013 - August 2013
Skills
Teamwork, Analytical, Due Diligence, Flexibility, Quantitative Analytics, Microsoft Office, Organized Multi-tasker
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Business and Economics, 3.64 GPA
Chaminade High School 2006 — 2010
New York Life Insurance Company June 2011 - Present
JAMCO Group May 2009 - June 2011
Pratt Industries July 2008 - February 2009
Skills
Logistics, Supply Chain, Inventory Management, Shipping, Life Insurance, Fixed Annuities, IRAs, Estate Planning, Retirement Planning, Series 6, Variable Annuities, Term Life Insurance, Retirement, 401k, Guaranteed Lifetime..., Whole Life, Series 63, College Savings Plans, Roth IRA, Long-term Care, Buy-sell Agreements, Key Person Insurance, Mutual Funds, 401k Rollovers, Key Person Protection, Variable Life, 529 Plans, Permanent Life Insurance, Wealth Accumulation, Securities, Annuity Sales, Licensed Life Insurance..., Wealth Management, Simple IRA, Health Insurance, Asset Protection, Disability Insurance, Universal Life, Insurance, Variable Products, College Funding...
Education
Laredo Community College 1971 — 1973
Associates of Arts
Nixon High School 1968 — 1971
St Anthonys' Seminary 1967 — 1968
New York Life Insurance Company September 2011 - Present
JCPenney November 1997 - January 2013
Unum April 2008 - August 2011
Nashville Post Office Credit Union February 2003 - April 2008
Skills
Customer Service, Microsoft Office, Team Building, Team Leadership, Microsoft Excel, Customer Satisfaction, Time Management, Marketing, Insurance, Account Management, Retail
Education
Lipscomb University 1997 — 2002
B.S, Marketing
Eden Advanced Pest Technologies June 2012 - Present
New York Life Insurance Company December 2011 - June 2012
Online Northwest July 2010 - December 2011
Ruby Tuesday January 2010 - August 2010
K&F at Union Block January 2009 - August 2010
Kids on the Block January 2010 - June 2010
Linfield Chamber Orchestra August 2006 - June 2009
Skills
Restaurants, Customer Service, Bartending, Food & Beverage, Food Service, Hospitality, Time Management, Inventory Management, Microsoft Office, Customer Satisfaction, Accounting, Sales, Microsoft Excel, Team Building
Education
San Francisco Conservatory of Music 2009 — 2010
Masters, Vocal Performance
Linfield College 2005 — 2009
Bachelor of Arts, Music Performance, German Language
New York Life Insurance Company August 2015 - Present
MassMutual Financial Group January 2015 - August 2015
Nine West Group July 2014 - January 2015
D. Pagan Communications September 2014 - November 2014
Fein, Such, Kahn & Shepard, PC July 2013 - January 2014
Kozeny, McCubbin & Katz, LLP January 2012 - June 2013
Nine West Group May 2010 - March 2012
Law Firm October 2011 - January 2012
Stony Brook University July 2007 - February 2008
Stony Brook University September 2007 - 2008
Education
LIU Post 2014 — 2015
Master of Business Administration (MBA)
LIU Post 2011 — 2011
Certificate, Paralegal
State University of New York at Stony Brook 2007 — 2010
Bachelor's, Psychology
Freelancing like a freelancer ;-) January 2015 - Present
Bob Grisanti Video Production Services, LLC. March 1987 - Present
New York Life Insurance Company 1992 - Present
Bob Grisanti Video Production Services, LLC. 1987 - Present
Novartis 1987 - Present
Skills
Video, Video Production, Television, Videography, Narrative, Photography, Corporate Communications, Digital Media, Directing, Broadcast, Broadcast Television, Camera, Camera Operating, Commercials, Creative Direction, Digital Photography, Digital Video, Documentaries, Editorial, Film Production, HD Video, Journalism, Lighting, Mac, Media Production, Media Relations, Multimedia, Camera Operation, Music Videos, New Media, Post Production, Production Managment, Screenwriting, Short Films, Social Media, Sound, Web Video, Producing
Education
Long Island University, Brooklyn Campus 1980 — 1984
Bachelor's Degree
Edward R. Murrow High School 1976 — 1980
Television Production
NYLIFE Securities LLC November 2013 - December 2014
New York Life Insurance Company September 2013 - December 2014
Bullseye Research Services May 2011 - April 2013
M2 Investments October 2009 - March 2011
GMI October 2006 - November 2009
IPSOS-ASI August 2004 - October 2006
Hobsons (2003) 2003 - 2003
Enable Medical Corporation 2002 - 2003
Harris Corporation May 2000 - June 2002
WUTK-FM November 1998 - September 1999
Skills
Market Research, Insurance, Management, Leadership, Marketing Strategy, Time Management, CRM, Finance, Small Business, Strategic Planning, Financial Services, Retirement Planning, Thought Leadership, Public Relations, Investments, Life Insurance, 401k Rollovers, Annuity Sales, Business Strategy, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Succession Planning, Wealth Preservation..., Licensed in Long-Term...
Education
University of Cincinnati 2002 — 2003
MBA
University of Tennessee-Knoxville 1997 — 1999
MS
Lenoir-Rhyne University 1991 — 1995
BA
Spanish River High School 1987 — 1991
High School Diploma
Cadaret Grant October 2013 - Present
Home Appraisal Services, Inc. June 2009 - October 2013
New York Life Insurance Company August 2013 - September 2013
Wegmans Food Markets July 2007 - January 2013
Career Athletes August 2012 - December 2012
Skills
Office Application, Social Media, Social Media Marketing, Marketing Communications, Advertising, Microsoft Office, Social Networking, Highly personable, Teamwork, Management
Education
Le Moyne College 2009 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company 1989 - Present
The Pampered Chef 1988 - 1989
Skills
Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Employee Benefits, Health Insurance, Mutual Funds, Strategic Financial..., Retirement, Investments, Term Life Insurance, Disability Insurance, Strategic Planning, Financial Services, Wealth Management, Finance, Estate Planning, Financial Analysis, Pensions, Human Resources
Education
Lewis University
Accounting/marketing, Accounting and Business/Management
NYLIFE Securities LLC September 2012 - Present
New York Life Insurance Company May 2011 - Present
United First Financial January 2006 - April 2011
Planning101.com Network 2005 - April 2011
United Securities Alliance January 2002 - 2005
La Worldwide Mortgage Corp January 2001 - 2005
World Financial Group October 1999 - 2002
Skills
Investments, Insurance, Life Insurance, Retirement, Retirement Planning, Estate Planning, Small Business, Key Person Protection, Time Management, Wealth Preservation..., Asset Protection, Protection..., Multi-generational..., Gifting Strategies, Annuity Sales, Thought Leadership, 401(k) Rollovers, Licensed Life & Health..., Licensed in Long-Term..., Multi-generational..., Multi-tasking Skills, Communication
Education
Lewis University
New York Life Insurance Company February 2011 - Present
Airport Blvd. Chiropractic May 1986 - December 2009
Skills
Sales Management, Customer Relations, Account Management, Negotiation, Leadership, Customer Service, Marketing, Insurance, Coaching, Team Building, Management, Sales, Strategic Planning, Training, Microsoft Office, Small Business, Public Speaking
Education
Life University 1982 — 1986
Doctor of Chiropractic, Chiropractic
Walker College 1981 — 1982
Associate of Science (A.S.), Anatomy
Symetra Financial October 2011 - Present
New York Life Insurance Company March 2004 - August 2010
Lazard Asset Management 2000 - 2002
Schroders 1998 - 2000
Equitable Distributors, Inc. 1996 - 1998
Wood Logan Associates, Inc. 1993 - 1996
Shearson Lehman Brothers 1991 - 1992
Skills
Account Management, Annuities, Mutual Funds, Retirement, Financial Services, Fixed Annuities, Relationship Management, Sales, Sales Operations, Wealth Management, Series 7
Education
LIU Post
BS, Business Mgmt & Marketing
Suffolk County Community College 1977 — 1981
Associates, Business Administration
New York Life Insurance Company April 2013 - December 2014
John Hancock Financial Services November 2011 - March 2013
John Hancock Financial Services (Manulife Financial) May 2005 - November 2011
Columbia Management May 1988 - June 2004
Marshalls Distribution Ctr June 1987 - January 1988
The Haughey Group October 1985 - June 1987
Skills
Mutual Funds, Financial Services, Relationship Management, Marketing, Insurance, Process Improvement, Integrated Marketing, Project Management, Creative Direction, Management, Leadership, Budgets, Retirement Planning, Sales Management, Wealth Management, Marketing Communications, Employee Engagement, Direct Marketing, Creative Strategy, Marketing Strategy, Program Management, Investments, Series 63, Competitive Analysis, CRM, Business Development, Asset Allocation, Business Analysis, Series 7, Strategy
Education
Lesley University College of Art and Design
Certificate in Illustration 3-Year Program, Art Institute of Boston
Massachusetts College of Liberal Arts
Bachelor of Science (BS), Business Administration
Bank of America Merrill Lynch March 2014 - August 2015
J.P. Morgan April 2013 - November 2013
New York Life Insurance Company December 2009 - December 2012
UBS August 2004 - November 2009
Aon April 1999 - August 2004
ING June 1992 - April 1999
Skills
Networking, Talent Acquisition, Applicant Tracking..., Recruiting, Executive Search, Sourcing, College Recruiting, Time Management, New Hire Orientations, CRM, Onboarding, Organizational..., Human Resources, Internet Recruiting, Employee Benefits, Temporary Placement, Interviews, Succession Planning, Management, Talent Management
Education
LIU Post
Bachelor of Arts, Business Administration
Jerry Beth, Starliters Twin City Karaoke OwnerTwin City Karaoke2011 - 2014
Twin City Karaoke 2011 - 2014
Twin City Karaoke 2011 - 2014
Friendly Chevrolet July 2009 - September 2011
New York Life Insurance Company February 2009 - June 2009
MASWA/SWIM Senior Federation, etc. 2000 - 2009
Cox Communications January 2004 - July 2007
Quality Wine and Spirits Company September 1998 - July 2001
Skills
Karaoke
Education
Musicians Technical Institute 1996 — 1997
Certificate, Music Business & Vocal Performance
Lawrence University 1990 — 1994
BM, Vocal Performance
The Blake School 1986 — 1990
H.S., College Prep
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company March 2010 - September 2012
MetLife June 2007 - October 2009
AXA Equitable October 1995 - May 2007
Skills
Wealth Accumulation, Retirement Planning, Savings, Retirement, Team Building, Recruiting, Training, Life Insurance, Fixed Annuities, IRAs, Long-term Care, Employee Benefits, Financial Advisory, Disability Insurance, Health Insurance
Education
Long Island University, C.W. Post Campus 1981 — 1983
MBA, Finance
Long Island University, C.W. Post Campus 1977 — 1981
BS, Marketing/Mamgement/Economics Minor
Lindenhurst High School 1974 — 1977
New York Life Insurance Company August 2015 - Present
Bank of America January 2008 - July 2015
Bank of America June 2007 - December 2007
LaSalle Financial Services October 2006 - June 2007
Skills
Annuity Sales, Licensed Life and..., Problem Solving, Customer Service, Loans, Retail Banking, Consumer Lending, Commercial Lending, Relationship Management, Cross Selling, Mortgage Lending, Commercial Banking, Banking, Credit Cards, Mortgage Banking, Lines Of Credit, Sales, Branch Banking, Risk Management, Leadership, Operational Risk..., Private Banking, Financial Services, Management, Finance, Credit, Customer Retention
Education
University of Phoenix 2010 — 2012
Finance, General
Westwood College-O'Hare Airport 2008 — 2010
Finance, General
Liceo Scientifico 1996 — 1997
Legal Studies, General
Leidos April 2015 - Present
NYLIFE Securities LLC May 2014 - April 2015
New York Life Insurance Company August 2013 - April 2015
Skills
Leadership, Risk Management, Communication, Life Insurance, Estate Planning, Investments, Annuity Sales, Retirement Planning, 401k Rollovers, Asset Protection, Business Insurance..., Buy-sell Agreements, Customer Satisfaction, IRA Rollovers, Lifetime Income..., Personal Finance, Wealth Preservation..., Salesforce.com, Energy Efficiency, Data Analysis
Education
Le Moyne College 2011 — 2013
Bachelor of Science (BS), Management Information Systems, General
Rochester Institute of Technology 2008 — 2011
Mechanical Engineering
New York Life Insurance Company June 2015 - Present
Aflac November 2012 - June 2015
Houston Hispanic Chamber of Commerce 2015 - 2015
Houston Hispanic Chamber of Commerce 2015 - 2015
Skills
Life Insurance, Retirement Planning, Business Planning
Education
Lee College 2000 — 2005
Associate's degree, Chemical Process Technology
Robert E. Lee High School 1996 — 2000
High School Diploma
New York Life Insurance Company March 2015 - Present
Anderson Campbell Recruiting June 2011 - Present
Recruiting Experts January 2011 - Present
Executive Recruiter Network January 2011 - Present
Recruiter Place May 2012 - May 2015
Bestlogic Staffing February 2012 - December 2013
Simon Hiring February 2012 - May 2012
Truckers America October 2011 - 2012
The Orion Recruiting Group June 2002 - July 2006
Skills
Education Funding..., Whole Life Insurance, Term Life Insurance, Universal Life, Long-term Care, Temporary Placement, Recruiting, Human Resources, Technical Recruiting, Training, Temporary Staffing, Hiring, Staff Augmentation, Screening, Networking, Screening Resumes, Applicant Tracking..., Sourcing, Information Technology, Talent Acquisition, Internet Recruiting, Staffing Services, Employee Relations, New Hire Processes, Exit Interviews, Contract Recruitment, Interviews, Benefits Administration, Vendor Management, Onboarding, Interviewing Skills, Executive Search, Personnel Management, Full-life Cycle..., Permanent Placement, College Recruiting, Benefits Negotiation, New Hire Orientations, Hiring Personnel, Recruitment Advertising, Resume Writing, Cold Calling, IT Recruitment, Talent Management, HRIS, HR Consulting, Resume, Resource Management, Search, SDLC
Education
Long Island University, Brooklyn Campus 1988 — 1991
BS/IS, Business, Information Systems
Sky Zone Franchise Group October 2013 - Present
New York Life Insurance Company March 2013 - Present
Health and Wealth May 2012 - Present
Roman Catholic High School September 2011 - Present
Gifted Mindz Productions February 2011 - Present
LA Fitness April 2011 - October 2012
Skills
Retail, Editing, Audio Engineering, Video Editing, Final Cut Pro, Music Industry, Photoshop, Studio Recording
Education
Lincoln University 2010 — 2012
Bachelor's degree, Business Administration and Management, General
St. joseph's university 2006 — 2009
New York Life Insurance Company February 2012 - Present
Astoria Federal Savings January 2013 - May 2013
Insurance Licensing Institute September 2011 - April 2012
A & F April 2011 - September 2011
Skills
Marketing Expert, Insurance Specialist, Proficient in Emerging..., Insurance, Financial Analysis, Strategic Financial..., Disability Insurance, Finance, Investments, Life Insurance
Education
LIU Post 2008 — 2010
B.S. Management, Business
KLO Events LLC September 2015 - Present
Muhlenberg College October 2014 - Present
BBYO June 2014 - July 2015
Jewish Federation of the Lehigh Valley January 2015 - April 2015
New York Life Insurance Company May 2013 - August 2013
Larry K. Oxenberg, CLTC April 2011 - August 2012
Skills
Marketing, Social Media, Event Management, Organization, Public Speaking, Blogging, Research, Data Entry, Time Management, Leadership, Facebook, PowerPoint, Microsoft Word, Microsoft Excel
Education
Muhlenberg College 2013 — 2016
Business Administration Major with a Marketing Concentration, Jewish Studies Minor
Lehigh University 2012 — 2013
FAA May 2012 - Present
USDA March 2011 - May 2012
New York Life Insurance Company June 2007 - April 2010
Skills
Policy, Microsoft Office, Program Management, Research, Microsoft Excel, Government, Public Speaking, PowerPoint, Nonprofits, Access
Education
Strayer University 1996 — 1998
Lincoln University 1994 — 1996
Accounting and Business/Management
New York Life Insurance Company June 2015 - August 2015
Bay Head Yacht Club June 2012 - August 2014
American Red Cross May 2014 - July 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Organization Skills, Communication, Insurance, Customer Service, Microsoft Office, Public Speaking, Event Planning, Teamwork
Education
Lehigh University 2012 — 2016
Psychology and Communications, 2016
Citizens National Bank of Meridian March 2015 - Present
Citizens National Bank of Meridian June 2012 - March 2015
Citizens National Bank of Meridian December 2009 - June 2012
Regions Financial Corporation June 2003 - August 2008
New York Life Insurance Company May 2002 - June 2003
Skills
Budgets, Banking, Accounting, Credit, Commercial Lending, Commercial Banking, Credit Risk, Finance, Insurance, Microsoft Excel, Loan Origination, Strategic Planning, Microsoft Office, Mortgage Lending, Loans, Customer Service, Internal Controls, Consumer Lending, Residential Mortgages, Team Building, Analysis, Refinance, Mortgage Banking, Credit Analysis, Financial Analysis, Investments
Education
Mississippi State University 2008 — 2009
Master of Business Administration (MBA)
Liberty University 2007 — 2008
Bachelor of Business Administration (BBA), Finance, General
NYLIFE Securities LLC August 2015 - Present
New York Life Insurance Company July 2015 - Present
Quality Life Solutions January 2009 - Present
Genworth Financial/LTCI Partners July 2006 - June 2015
St. Charles hospital July 1996 - July 2004
Skills
Long-term Care, Fixed Annuities, Life Insurance, Insurance, Long Term Care Insurance, Retirement, Term Life Insurance, Medicare, Brokers, Succession Planning, Long Term Care, Annuities, Medicare Supplements, Insurance Planning
Education
LIU Post 1983 — 1987
MS, Exercise Rehab
New York University 1977 — 1979
MA, Dietetics & Nutrition
State University of New York College at Buffalo 1973 — 1977
BS, Dietetics & Nutrition
STN Services March 2013 - Present
New York Life Insurance Company March 2012 - March 2013
Milam's Markets July 2010 - January 2012
Liberty University February 2006 - July 2010
Skills
Sales, Management, Leadership, Sports Management, Sports Marketing, Investments, Strategic Initiatives, Fundraising, Finance, Sales Management, Construction Management, Custom Remodeling, Increased Profitability, Customer Service..., Time Management, Strategic Financial..., Small Business, Public Speaking
Education
Liberty University 2009 — 2010
Master of Arts (M.A.), Management and Leadership
Liberty University 2004 — 2009
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company September 2013 - October 2014
New York Life Insurance Company May 2011 - September 2013
Lehigh University September 2010 - May 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Access Database, Sales, Time Management, SAP, Microsoft Word, Databases, Business Planning, PowerPoint, Data Analysis, Financial Modeling, Research, Social Media, Financial Analysis, Finance, Statistics, SQL
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Lehigh University 2007 — 2011
Bachelor of Science (BS), Finance
VILLA WALSH ACADEMY 2003 — 2007
Bellevue Country Club January 2011 - Present
New York Life Insurance Company July 2013 - January 2014
Syracuse Real Food Co-op January 2013 - May 2013
Le Moyne College August 2009 - May 2013
FiFi's Ice Cream January 2009 - August 2012
Syracuse Parks and Recreation July 2005 - August 2011
Skills
Superior Computer Skills, Superior Organization, Leadership, Reliable, Dependable Team Player, Always Punctual, Multitasking Skills, Microsoft Excel, Microsoft Access, Microsoft Project, Social Skills, Superior Communications..., Web 2.0, Web 3.0, SAP
Education
Le Moyne College 2009 — 2013
Bachelor of Science (B.S.), Business Administration/Marketing
NJIT February 2001 - Present
New York Life Insurance Company 1997 - 2000
Skills
Microsoft Office, PowerPoint, Research, Student Affairs, Microsoft Excel, Microsoft Word, Student Development, Higher Education, Outlook, Event Planning, Access, Community Outreach, Data Entry, Administrative..., Teaching
Education
Liberty University 2012 — 2014
Master's Degree, Management and Leadership
Liberty University 2009 — 2012
Bachelor of Science (B.S.), Multidiciplinary Studies
Technical Career Institutes 1991 — 1993
Associates Degree, Occupational Studies
The New Crystal Restoration Enterprises, Inc April 2015 - Present
DAC Group March 2014 - March 2015
New York Life Insurance Company September 2013 - March 2014
Pratt Recreation Center September 2010 - August 2013
LoWest Direct January 2011 - June 2012
LoWest Direct January 2010 - January 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Customer Service, Research, Social Media, Teamwork, Fitness, Cpr Certified, Group Dynamics, Quality Management, Project Management, Strategic Planning, Acting, Sports, Health, Knowledge Management, Golf, Volunteer Management, Time Management, Marketing, Sales, Social Networking
Education
Long Island University, C.W. Post Campus 2009 — 2013
Bachelor's degree, Business Administration and Management, General
The Hanover Insurance Group March 2015 - Present
3Pound Health February 2014 - March 2015
New York Life Insurance Company April 2013 - January 2014
Syracuse Crunch November 2012 - February 2013
Auburn Doubledays May 2012 - September 2012
Skills
Sports Management, Sports Marketing, Marketing, Licensed Life Insurance..., Life Insurance, Long-term Care, Annuity Sales, Retirement Planning, Sales, Event Planning, Advertising, Ticketing, Management, Twitter, Facebook, Fixed Annuities, Whole Life, Term Life Insurance
Education
Le Moyne College 2010 — 2014
Bachelor of Science: Madden School of Business, Double major: Management and Leadership/ Marketing
Jordan Elbridge 2005 — 2010
High School Diploma, NYS Regents
Opulence Protection August 2013 - Present
SBA Protection January 2013 - Present
New York Life Insurance Company January 2012 - August 2013
87 Plays April 2010 - December 2011
United Football League 2009 - November 2011
Arizona Cardinals Football Club August 2005 - February 2007
Skills
Sports, Football, Nonprofits, Budgets, Program Management, Real Estate, Finance, Public Speaking, Marketing, Sports Marketing, Event Planning, Sales, Social Media, Fundraising, Coaching, Leadership, Customer Service, Event Management, Social Media Marketing, Public Relations, Entrepreneurship, Sports Management, Strategic Planning, Non-profits, Marketing Strategy, Social Networking, Investments
Education
Lehigh University 2001 — 2005
B.A, Sociology
New York Life Insurance Company December 2014 - Present
Independent Insurance agent January 2006 - January 2014
Richfield Communications Group, Inc. 2003 - 2006
Interwest Communications 1994 - 2000
Deerfield Productions, Inc. 1986 - 2000
Skills
Retirement Planning, Retirement, Fixed Annuities, Strategy, Term Life Insurance, Risk Management, Small Business, Life Insurance, Succession Planning, Insurance Planning, Retirement Income..., Business Exit Strategy, Protection..., Asset Protection, Building Relationships, Education Funding..., Lifetime Income..., Long-Term Care Insurance, Supplements to Employee..., Whole Life Insurance, Personal Finance, Writing, Business Insurance..., Problem Solving, Process Improvement, Wealth Preservation..., Wealth Transfer..., Wealth, Estate Planning, Health Insurance
Education
LIU Post 1964 — 1968
B.A., Business Admin.
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company March 2011 - October 2013
New York Life Insurance Company June 2007 - March 2011
Skills
Mainframe, Java, PLI, Corporate Tax, Year End Accounts, COBOL, SQL, Microsoft Excel, WinSCP, Toad, Assembler, ESP, JCL, VSAM, TSO, Microsoft Office, BMC Remedy, DB2, CICS, Lotus Notes, PL/SQL, Requirements Gathering
Education
Marist College 2005 — 2007
Bachelor of Science (B.S.), Information Technology, 3.57
Limestone College 2003 — 2005
Information Technology, 4.0
New York Life July 2012 - Present
New York Life Insurance Company August 2007 - Present
New York Life Insurance 2007 - Present
Cadbury plc. January 2005 - December 2006
Skills
Onboarding, Word, Customer Service, Outlook, Microsoft Word, SAP, Office Management, Recruiting, Payroll, Human Resources, Employee Relations, PeopleSoft, Microsoft Office, PowerPoint, Budgets, Microsoft Excel, Applicant Tracking...
Education
Long Island University, Brooklyn Campus 2000 — 2003
Journalism, Media Arts minor
Sacred Heart University
Abington Council on Aging September 2009 - July 2012
Principal Financial Group September 2007 - June 2009
New York Life Insurance Company January 2005 - August 2007
Rockland Trust Company April 1997 - December 2004
John Hancock Life Insurance Company (U.S.A.) October 1994 - April 1997
Putnam Investments February 1992 - October 1994
Putnam Investments January 1990 - January 1992
Skills
Business Communications, Program Management, Retirement Services, Financial Planning, Retirement Planning, Leadership, Investments, Financial Services, Management, Business Planning, Pensions, Human Resources, Financial Advisory, Long-term Care, Finance, Marketing
Education
Lesley University
MS
Villanova University
BA
The NNN PRO Group at Marcus and Millichap July 2015 - Present
PBS39 February 2015 - Present
New York Life Insurance Company June 2014 - August 2014
Karla Otto Ltd May 2013 - July 2013
Prometheus Global Media May 2012 - August 2012
Cerebral Palsy of Westchester June 2011 - August 2012
Skills
Facebook, Social Media, Blogging, Event Planning, Social Networking, Editing, Journalism, Editorial, Photoshop, Writing, Copy Editing, Publications, Final Cut Pro, PowerPoint, Social Skills, International..., Feature Articles, Google Analytics
Education
Lehigh University 2011 — 2015
Bachelor’s Degree, Journalism
RCDS
RCDS
ICON Central Laboratories 2008 - 2011
CA Technologies 1998 - 2006
New York Life Insurance Company 1990 - 1998
Skills
RoboHelp, Dreamweaver, SnagIt, Paint Shop Pro, Adobe Acrobat, Microsoft Office, Outlook, PowerPoint, Test Track Pro, Fast Track (Focal Point), SharePoint, IDOC, iLearn, Author-it, Microsoft Word, Content Management, Microsoft Publisher, Microsoft Excel, Manuals, Technical Writing, Software Documentation, Testing, Training, Technical Communication, E-Learning, FrameMaker, Seapine Test Track Pro, Visio, Project Management, Editing, PaintShop Pro, Management
Education
Long Island University, C.W. Post Campus
Health Care/Business Administration
State University of New York at Stony Brook
BA, Education
Investors Choice Realty, LLC September 2015 - Present
Jeffries Enterprises August 2004 - Present
U.S. Bankcard Center May 2013 - January 2015
Severstal North America Inc January 2004 - January 2013
Colonial Life & Accident Insurance Company January 2003 - January 2004
New York Life Insurance Company January 1999 - January 2003
Beneficial Credit Services January 1998 - January 1999
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Lincoln University 1994 — 1998
Bachelor of Arts (B.A.), Accounting, Finance and Japanese
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company January 2014 - Present
Rodale May 1986 - Present
Fairchild Republic Co. April 1982 - May 1986
KSB, Inc. June 1976 - March 1982
Price Waterhouse Coopers September 1973 - May 1976
Skills
401k Rollovers, Retirement, Investments, Protection Planning, Estate Planning, Variable Annuities, Employee Benefits, Buy-sell Agreements
Education
Long Island University, C.W. Post Campus 1981 — 1984
ms, Taxation
St. John's University 1969 — 1973
bs, accounting
New York Life Insurance Company
Skills
Insurance, Leadership, Life Insurance, Microsoft Office, Customer Service, Retirement Planning, Financial Planning, Public Speaking, Management
Education
Linfield College
Skyview Wealth Management LLC. June 2015 - Present
New York Life Insurance Company October 2014 - May 2015
Skills
Notary Public, Insurance, Employee Benefits, Underwriting, Finance, Life Insurance, Investments, Term Life Insurance
Education
Liberty University 2012 — 2019
Business Administration Finance
Denison Yacht Sales April 2012 - Present
Citigroup May 2005 - March 2012
Citibank May 2005 - March 2012
Manufacturers and Traders Trust Company January 2004 - May 2005
M & T BANK June 2003 - May 2005
Nobles Tire City May 1995 - May 2005
Manufacturers and Traders Trust Company June 2003 - December 2003
New York Life Insurance Company December 2001 - May 2002
Le Moyne College August 1999 - May 2002
Skills
Customer Service, Banking, Leadership, Insurance, Marketing Strategy, Training, Negotiation, Management, Analysis, Advertising, Contract Negotiation
Education
Le Moyne College 1998 — 2002
Bachelor, Business marketing, MIS
Le Moyne College
Bachelor of Science, Business Administration; Marketing & MIS
The Nolan Company 2015 - Present
New York Life Insurance Company 2012 - 2015
New York Life Insurance Company 2012 - 2013
Northwestern Mutual 2012 - 2012
Northwestern Mutual 2010 - 2012
Northwestern Mutual 2008 - 2010
Northwestern Mutual 2006 - 2008
Northwestern Mutual 2002 - 2006
Strong Capital Management 2000 - 2002
Ernst & Young 1998 - 2000
Skills
Strategy, Program Management, Business Intelligence, Process Improvement, Business Analysis, Strategic Planning, Change Management, Vendor Management, Competitive Analysis, Project Management, Analysis, Governance, Thought Leadership, Technical Liaison, Analytics, Cost Benefit, Cost/Benefit Analysis, Organizational Design, Organizational Change, Software Implementation, Financial Analysis, Retirement Income..., Data Analysis, Management Consulting, Project Portfolio..., Program Development, Team Leadership, Strategic Leadership, Systems Analysis, Offshore Software..., Offshore Project..., Software Development..., Budget Management, Group Presentations, Performance Measurement, Negotiation, Hiring, Strategy Development, Requirements Analysis, Issues Management, Lean Management, Lean Processes, Lean Software..., Leadership, Management, Leadership Development, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Strategy, Marketing and Finance
Milwaukee School of Engineering 1995 — 1998
Bachelor of Science (B.S.), Industrial Engineering with Management minor
Lawrence University 1992 — 1995
Bachelor of Arts (B.A.), Physics
Oshkosh North High School 1988 — 1992
New York Life Insurance Company February 2010 - Present
New York Life Insurance Company February 2010 - May 2011
Combined Insurance April 2009 - February 2010
MetLife/North Shore Financial Group March 2007 - May 2009
HSBC Insurance/Securities July 2000 - January 2007
MetLife February 1991 - July 2000
Skills
Insurance, Long-term Care, Fixed Annuities, Retirement Planning, Finance, Retirement, Financial Services, Investments, Life Insurance, Management, Disability Insurance, Banking, Mutual Funds, Term Life Insurance, IRAs, 401k, Series 6
Education
LIU Post
LexisNexis 2004 - Present
LexisNexis 2004 - 2011
AT&T 1979 - 2003
New York Life Insurance Company 1977 - 1979
Skills
Databases, Microsoft SQL Server, Disaster Recovery, Performance Tuning, Database Design, Data Migration, Data Warehousing, Database Administration, Cluster, ETL, Enterprise Architecture, Unix, Data Modeling, Shell Scripting, SSIS, Unix Shell Scripting, Solaris, Servers, PL/SQL, Oracle, Integration, AIX, High Availability, Virtualization, SSRS, Clustering, SQL Server, SSAS, Project Management, Analysis Services
Education
LIU Brooklyn
MBA, Information Systems
Queens College
BA, Mathematics/Computer Science
Standard & Poor's January 2014 - Present
Standard & Poor's February 2011 - January 2014
Standard & Poor's Corporate Value Consulting February 2006 - 2011
PRODUCTION SPECIALIST 2004 - 2005
Standard & Poor's February 1999 - 2004
New York Life Insurance Company October 1996 - January 1998
william h. mcgee 1989 - 1995
Skills
QTP Quality Center,..., Microsoft Office Adobe..., HRIS-Pro and AST-Pro..., HP Sprinter, Quality Center, QTP, Agile Methodolgy, Agile Methodologies, Quality Assurance, Test Planning, SDLC, User Acceptance Testing, Training, Software Quality..., Management, Test Management, Regression Testing
Education
New York University 1993 — 1994
Certificate in Human Resources Management., Human Resources Management
The New School for Social Research - 1991 - Major: Certificate in Microcomputer Graphics & Desktop Publishing 1991 — 1991
Certificate in Microcomputer Graphics & Desktop Publishing
LIU Brooklyn
New York Life Insurance Company April 2013 - Present
Actively Seeking December 2011 - March 2013
Macy's October 2011 - December 2011
StaffingForce May 2011 - August 2011
Broadridge (Formerly ADP Brokerage Services) September 2004 - November 2010
Wise Development Systems 2001 - 2004
Accenture July 1998 - June 2001
Skills
Small Business, Retirement Planning, Protection..., Investments, Annuity Sales, Gifting Strategies, College Funding..., Life Insurance, Securities, Mentoring, Mutual Funds, Employee Training, Sales, Workshop Facilitation, Human Resources, Staff Development, Deferred Compensation, Long-Term Care Insurance, IRA Rollovers, 401(k) Rollovers, Building Relationships
Education
Long Island University, Brooklyn Campus
M.S., Bilingual and Urban Education
Vassar College
Bachelors, Africana Studies
AIG June 2012 - October 2014
New York Life Insurance Company March 2001 - May 2012
AT&T March 1999 - February 2001
Skills
Budgets, Financial Analysis, Analysis, Finance, Business Analysis, Strategy, Vendor Management, SDLC
Education
Lehigh University
MBA
Stony Brook University
Master’s Degree, Policy Analysis and Public Management
Stony Brook University
Bachelor’s Degree, Economics
Downingtown-Thorndale Regional Chamber of Commerce January 2014 - Present
Penn Liberty Bank/ Banker / Banking Manager /Lending / Competitive Deposit Solutions March 2011 - Present
Professional Referral Exchange - West Chester 2012 - 2014
Susquehanna Bank-West Chester Pa January 2008 - March 2011
First Financial Bank- Downingtown Pa October 2001 - January 2008
First Union Bank- King of Prussia Pa January 1999 - October 2001
Moore Document Solutions July 1987 - December 1998
New York Life Insurance Company 1979 - 1987
Skills
Loans, Banking, Credit, Commercial Lending, Small Business Lending, Commercial Banking, Mortgage Lending, Retail Banking, Commercial Mortgages, Cash Management, Portfolio Management, Consumer Lending, Investments, Wealth Management, Underwriting, Lines Of Credit, Risk Management, Credit Analysis, Mortgage Banking, Financial Services, Finance, Customer Service
Education
LIU Post 1974 — 1979
BA, Economics
City of Cheyenne December 2002 - Present
Werner Enterprises October 2002 - April 2003
JB Hunt Transport Services, Inc. July 2002 - October 2002
New York Life Insurance Company January 2000 - April 2000
Dinneen Motors, Cheyenne August 1999 - January 2000
KJJL AM 1370, Cheyenne September 1996 - December 1997
Skills
Transportation, CDL Class A, Shipping, Freight
Education
Denver Institute of Technology
Laramie County Community College
Pombo Wealth Management September 2014 - Present
New York Life Insurance Company September 2009 - August 2014
Citibank 1999 - 2002
Citibank 1996 - 1999
Citibank 1987 - 1996
Citibank 1983 - 1987
Skills
Insurance, Series 7, Wealth Management, Financial Analysis, Investments, Strategic Planning, Strategic Financial..., Budgets, Risk Management, Estate Planning, Marketing Strategy, Project Management, Analysis, Finance, Business Analysis, Program Management, Financial Services, Retirement, Microsoft Excel, Retirement Planning, Sales Management, Credit, IRAs, Fixed Annuities, Disability Insurance, Life Insurance, Portfolio Management, Long-term Care, Term Life Insurance, Financial Risk, Securities, Relationship Management, Credit Cards, Small Business, Banking, Long Term Care Insurance, Series 6, College Savings Plans, Mutual Funds, Roth IRA, Variable Annuities, 401k
Education
Le Moyne College 1979 — 1983
BA, English
Hendrick Hudson High School, Montrose, ny 1976 — 1979
New York Life Insurance Company September 1983 - Present
New York Life Insurance Company 1983 - 2012
New York Life Insurance Company September 2006 - February 2010
New York Life March 1998 - August 2006
Education
Le Moyne College 1978 — 1982
B.A. - Liberal Arts
New York Life Insurance Company May 2014 - Present
Keaton Row February 2013 - Present
Trian Fund Management, L.P. September 2010 - July 2013
The Plaza Hotel January 2010 - May 2010
Chanel September 2009 - December 2009
Grayling November 2008 - December 2008
Salvatore Ferragamo November 2007 - December 2007
Nordstrom June 2007 - August 2007
Skills
Social Media Marketing, Web Marketing, Customer Service, Public Relations, Marketing, Luxury Goods, Sales, Event Planning, Fashion, Microsoft Excel, Social Networking, Merchandising, Blogging, Brand Development, Event Management, Social Media
Education
West Texas A&M University
Master of Business Administration (MBA)
LIM College 2007 — 2010
Magna Cum Laude, BBA, Marketing
Parsons School of Design 2005 — 2005
Credit Program, Fashion Design
New York Life Insurance Company September 2008 - October 2014
Self Employed June 1986 - August 2007
Skills
Investments, Strategic Financial..., Securities, Mutual Funds, Retirement Planning, Series 7, Asset Management, Equities, Portfolio Management, Alternative Investments, Financial Analysis, Fixed Income, Hedge Funds, Asset Allocation, Financial Services, Insurance, Options, Long-term Care, Risk Management
Education
Lehigh University 1972 — 1976
BA, Accounting
Millburn High School
New York Life Insurance Company January 2013 - Present
Principal Financial Group July 2006 - August 2012
Stewart, Nichols, Alexander, Greene, LLC 2001 - 2005
The Alexander Group, LLC 1999 - 2005
Equitable of Iowa / ING 1995 - 1999
USG Annuity & Life Company 1991 - 1995
USG Annuity & Life Company 1989 - 1991
Integrated Resources Life Company 1986 - 1989
Skills
Insurance, Retirement Planning, 401k Rollovers, Investments, Asset Protection, Annuity Sales, Protection..., Small Business, Estate Planning, Key Person Protection, Gifting Strategies, Retirement, CLU, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Legacies
Education
Langston University
Bachelor of Science (BS)
New York Life Insurance Company September 2006 - Present
Amici LLC March 2005 - September 2006
Skills
Corporate Governance, Litigation Support, Corporate Law, Management, Litigation, Leadership, Legal Writing, Legal Research, Contract Negotiation, Intellectual Property, Risk Management, Litigation Management, Insurance, Microsoft Office
Education
Saint John's University 1994 — 1999
BA of Science, Sports Management
LIU Brooklyn
Certificate, Paralegal Certificate Program
ArmadaCare July 2014 - Present
New York Life Insurance Company March 2011 - July 2013
Education
Limestone College 1995 — 2000
Bachelors of Science, Business
Optimum Business Solutions 2009 - Present
JM Family Enterprises 2007 - 2009
Bristol West Insurance Group 2005 - 2007
New York Life Insurance Company 2002 - 2005
Deloitte & Touche 2001 - 2002
BDO Seidman, LLP 2000 - 2001
Education
LIU Brooklyn 1994 — 1997
MBA, Accounting
Northeast Contracting February 2011 - Present
New York Life Insurance Company February 2010 - February 2011
HSBC August 2009 - January 2010
HSBC Securities August 2009 - January 2010
M&T June 2007 - August 2009
M&T Securities June 2007 - August 2009
M&T Bank January 2006 - June 2007
Skills
Management, Finance, Construction, Vendor Management, Invoice Processing, Inventory Control, Customer Service, Investment Advisory, Project Management, Team Building, Strategic Planning, Leadership
Education
Le Moyne College 2005 — 2007
BS, Business Administration
New York Life Insurance Company April 2014 - Present
TSR Consulting Services February 2012 - March 2014
ClearVision Optical September 2011 - December 2011
Education
LIU Post 2011 — 2011
Master of Business Administration (M.B.A.)
LIU Post 2007 — 2010
Bachelor's Degree, Business Administration and Management, General
New York Life Insurance Company April 2014 - Present
Northwestern Mutual October 2013 - April 2014
Silver Star Motors June 2013 - July 2013
Hillside Honda April 2010 - May 2013
New York Daily News May 2008 - April 2010
Skills
Sales, Customer Service, Management, Customer Satisfaction, Sales Operations, Business Development, Automotive, Customer Retention, New Business Development, Finance, Insurance
Education
Long Island University, C.W. Post Campus 2007 — 2008
Bachelor of Arts (B.A.), English Language and Literature/Letters
Nassau Community College 2005 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company June 2011 - Present
H.J. Knight International Insurance Agency, Inc October 2000 - April 2010
H&R Block December 1993 - April 2002
Fleet Services Corporation (Bank of America) January 1995 - October 2000
In-Sight Radio January 1998 - January 1999
Skills
Commercial Lines, General Insurance, Flood Insurance, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, IRA Rollovers, Insurance Solutions, Tax Strategies, Retirement Plan..., Small Business..., Retirement Plan..., Financial Accounting, Insurance Planning, Mortgage Planning, Life Planning, Financial Advisory, Tax Reduction Strategies, Asset Protection
Education
University of Massachusetts, Amherst 1981 — 1986
Linköping University 1984 — 1985
Scandinavian Studies / Economics
JPMorgan Chase March 2008 - Present
New York Life Insurance Company June 2007 - February 2008
Education
LIU Brooklyn 2009 — 2011
MS, Accounting
Syracuse University 2003 — 2007
BS, Economics
New York Life Insurance Company February 2013 - Present
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company August 2009 - December 2012
MetLife Financial Services September 2007 - August 2009
Skills
College Recruiting, Financial Recruiting, Recruiting, Training, Fixed Annuities, Analysis
Education
LIU Post 2002 — 2006
B.A., Criminal Justice Health Administration
New York Life Insurance Company November 2006 - Present
Bayer Business and Technology Services 2004 - 2006
Bayer Corp 1994 - 2005
Grumman Data Systems April 1987 - June 1994
Skills
Microsoft Exchange, Networking, Lotus Notes, Citrix, SDLC, SharePoint, IT Management, Disaster Recovery, Business Analysis, Vendor Management, PMP, Service Delivery, Enterprise Architecture, IT Strategy, ITIL, IT Service Delivery, Management
Education
Le Moyne College 1982 — 1986
BA, Computer Science
New York Life Insurance Company January 2001 - Present
Federal Reserve Bank of New York January 1998 - January 2000
Skills
Annuity, Annuities, Series 6, Life Insurance, Retirement Planning, Fixed Annuities
Education
Long Island University, C.W. Post Campus 1996 — 1998
Bachelor of Arts (B.A.), Economics, Journalism
University of Massachusetts, Amherst 1995 — 1996
New York Life Insurance Company February 2013 - Present
Citi January 2012 - February 2013
Bank of America January 2011 - December 2011
Wells Fargo Bank December 2007 - November 2009
Associated Bank 2005 - 2007
Skills
Small Business Lending
Education
Linfield College 1998 — 2000
B.A., Business Administration
MassMutual Financial Group June 2015 - Present
New York Life Insurance Company May 2013 - May 2015
New York Life Insurance Company April 2013 - May 2015
Guardian Savings Bank December 1992 - August 2009
Skills
Finance, Banking, General Ledger, Insurance, Financial Analysis, Investments, Budgets, Strategic Financial..., Analysis, Payroll, Customer Service, Cash Flow, Employee Benefits, Process Improvement, Business Planning, Team Building, Loans, Financial Services, Small Business, Account Reconciliation, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Protection..., Retirement Planning, Succession Planning, Wealth Preservation..., Life Insurance
Education
Xavier University 1987 — 1993
MBA, Finance
Lee University 1970 — 1974
BS in Accounting, Accounting and Finance
New York Life Insurance Company November 2013 - Present
Impact Martial Arts &Fitness -DeWitt May 2006 - November 2013
LaVallee's USA Black Belt Champions (DeWitt) May 2006 - September 2012
LaVallee's USA Black Belt Champions (Clay) February 2002 - May 2006
Skills
Fitness Training, Fitness, Martial Arts, Wellness, Public Speaking, Personal Training, Personal Development, Leadership Development, Coaching, Customer Service, Microsoft Office, Operant Conditioning, Sports, Social Media, Fundraising, Karate, Facebook, Event Planning, Self Defense, Social Networking, Manufacturing, Teaching
Education
Le Moyne College 2002 — 2004
Bachelor of Arts, English, Education
Onondaga Community College
Kuzma Success Realty November 2013 - Present
Cheyenne Regional Medical Center October 2013 - Present
Willis June 2010 - October 2013
New York Life Insurance Company June 2009 - June 2010
Skills
Leadership, Management, Real Estate, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Research, Photoshop, English, Windows, Outlook, Budget, C++, Teaching, HTML, Commercial Insurance, Couneling, Health Insurance, Healthcare Management, Affordable Care Act, Nursing, I-Cloud, Google Docs, Google Apps, Dropbox
Education
University of Wyoming 2001 — 2005
Bachelor of Applied Science (BASc), Electrical and Electronics Engineering
Laramie County Community College 1999 — 2001
Berger Group Holdings, Inc. October 2012 - Present
Mitchell & Titus, LLP (Member firm of Ernst & Young Global Limited) November 2009 - October 2012
New York Life Insurance Company June 2008 - April 2009
Skills
GAAP, US GAAP, Auditing, Accounting, Internal Controls, External Audit, Financial Statements, Financial Reporting, Financial Accounting, General Ledger, Assurance, Sarbanes-Oxley Act, QuickBooks, Account Reconciliation, Financial Analysis, Tax
Education
LIU Brooklyn 2003 — 2009
Master, Double Major: Management, Accounting
LIU Brooklyn 2003 — 2009
Master's degree, Accounting
AB July 2015 - Present
New York Life Insurance Company January 2014 - Present
New York Life Insurance Company September 2012 - December 2013
New York Life Insurance Company April 2011 - September 2012
Thomas Kolberg Insurance Agency May 2010 - April 2011
Annese & Associates January 2010 - May 2010
ABC- 9 WSYR September 2009 - December 2009
Skills
Business Process..., Quality Assurance, Public Relations, Marketing Communications, Social Media, Legal Compliance, Customer Service, Process Improvement, Compliance Procedures, Quality Control, Customer Relations, Business Process..., PowerPoint, Social Media Marketing, Event Planning, Microsoft Office, Publicity, Microsoft Excel, Advertising, Fundraising, Outlook, Public Speaking, Facebook, Newsletters, Training, Small Business, Event Management, Microsoft Word, Accounting, Management, Finance, Banking, Research
Education
Le Moyne College 2006 — 2010
B.A., Communications, Music
Macy's February 2014 - Present
Macy's October 2013 - February 2014
New York Life Insurance Company February 2013 - August 2013
Long Island University September 2012 - February 2013
Long Island University January 2012 - June 2012
Skills
Microsoft Word, Teamwork, Customer Service, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Research, Public Speaking, Social Media, Outlook, Event Planning, Windows, Dependable Team Player, Team Leadership, Teaching, Sales Process, Customer Satisfaction, Skilled Multi-tasker, Team Motivation, Higher Education
Education
Long Island University, Brooklyn Campus 2010 — 2013
Bachelor of Arts (B.A.), English ( Writing and Rhetoric)
BMCC-CUNY 2009 — 2010
Associates, Liberal Arts
NYLIFE Securities LLC May 1998 - Present
New York Life Insurance Company April 1996 - Present
Skills
401 (k) Rollovers, Annuity Sales, Asset Protection, Charitable Giving, Estate Planning, Gifting Strategies, Life Insurance, Succession Planning, Retirement Planning, IRA Rollovers, Legacy Planning
Education
Lehigh University 1981 — 1982
MPA, Public Administration
Ohio Wesleyan University 1977 — 1980
BA, Political Science/Economics
New York Life Insurance Company May 2012 - Present
MetLife April 2011 - May 2012
MetLife October 2006 - March 2011
Sanofi Aventis September 2002 - October 2006
Buckno Lisicky & Company August 1999 - September 2002
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Derivatives, Accounting, Fixed Income, Bloomberg, Investments, Risk Management, Valuation, Portfolio Management, ALM, Insurance
Education
Lehigh University 2004 — 2005
MBA, Finance
UBS January 2006 - Present
Driver's Way June 2004 - August 2005
New York Life Insurance Company June 2001 - May 2004
Skills
Series 7, Wealth Management, Series 63, Trading Systems, Securities
Education
Lipscomb University 2001 — 2012
MTS, Theological and Ministerial Studies
Samford University 1996 — 2000
BSBA, Business Administration and Management, General
Tri Crest Realty November 2012 - Present
New Rochelle Humane Society October 2011 - Present
Homescapes Realty Inc. April 2012 - November 2012
White Rose Realty September 2003 - March 2012
Dog Beach at Rye Playland 2008 - 2012
New York Life Insurance Company March 2004 - 2011
TIAA-CREF September 2001 - February 2004
New York Life Insurance Company June 1997 - September 2001
Mutual of Omaha May 1989 - June 1997
Canada Life August 1988 - April 1989
Skills
Insurance, Project Management, Financial Analysis, Finance, Strategic Planning, Business Analysis, Financial Services, Customer Service, Microsoft Excel, Microsoft Office, Real Estate, Real Estate Transactions
Education
Long Island University, Brooklyn Campus 1990 — 2001
Master of Business Administration (M.B.A.), International Business
SUNY Stony Brook 1984 — 1988
Bachelor of Arts (B.A.), Economics and Psychology
New York Life Insurance Company October 2007 - Present
Education
Lebanon Valley College 2000 — 2004
Bachelor's degree, Criminal Justice
Cumberland Valley 1996 — 2000
New York Life Insurance Company 2005 - Present
Skills
Bow Staff skills, Leadership, Training, Highly Organized &..., Customer Service, Task Driven
Education
Linfield College 2001 — 2004
Bachelor's degree, International Business
New York Life Insurance Company March 1998 - Present
New York Life Enterprises March 2008 - May 2012
Relistar Insurance Company December 1986 - March 1998
Education
Dowling College 2000 — 2005
Bachelor of Science (BS), Accounting
Long Island University, C.W. Post Campus 1980 — 1984
Bachelor of Science (BS), Finance, General
DTB PHOTOS.COM January 2010 - Present
JPMorgan Chase 2006 - 2013
New York Life Insurance Company January 2003 - February 2006
Skills
Banking, Investments, Finance, Customer Service, Sales, Portfolio Management, Business Development, Small Business, Loans, Training, Insurance, Commercial Banking, Retail Banking, Management, Customer Satisfaction, Financial Services, Premium Financing, Corporate Finance, Cash Management, Credit, Risk Management, Time Management, Relationship Management, Photography, Lightroom, Photoshop, Film, Film Production, Educational Leadership, Elementary Education, Public Speaking, Social Media Marketing
Education
Long Island University, Brooklyn Campus 2001 — 2003
Business, Management, Marketing, and Related Support Services
murry bergtraum
murry bergtraum
Diversified Agency Services, a division of Omnicom Group Inc. June 2015 - Present
NYLIFE Securities LLC September 2014 - May 2015
New York Life Insurance Company July 2014 - May 2015
Skills
Microsoft Office
Education
LIU Post 2011 — 2014
Master of Business Administration (MBA), Accounting, GPA - 3.83
LIU Post 2011 — 2014
Bachelor of Science (BS), Accounting, GPA - 3.90
Commack High School
High School
New York Life Insurance Company March 2015 - Present
Education
Lindenwood University 2003 — 2006
Bio Chemistry and Business Finance
Edcouch- Elsa High school 1999 — 2003