New York Life/NYLIFE Securities
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11 New York Life/NYLIFE Securities employees in database. Find out everything there's to know about New York Life/NYLIFE Securities 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/NYLIFE Securities Employees
Northeast Retirement Services September 2013 - Present
United States Marine Corps January 2011 - Present
Accountemps August 2013 - September 2013
New York Life/NYLIFE Securities April 2012 - March 2013
L-3 Communications October 2008 - May 2009
L-3 Communications October 2007 - October 2008
Education
University of Massachusetts Lowell 2002 — 2007
Business Administration, Management
The Coca-Cola Company June 2012 - Present
Kimberly-Clark January 2011 - June 2012
Johnson & Johnson Consumer Products March 2008 - July 2010
New York Life/NYLIFE Securities July 2006 - March 2008
Liberty Mutual Insurance July 2006 - February 2007
Pfizer Inc. /Onyx Environmental September 2003 - July 2006
Skills
Strategy, Cross-functional Team..., Brand Management, Program Management, Project Planning, Marketing Strategy, Sales Operations, Leadership, Organizational..., Budgets, Management, Customer Service, Event Planning, Training, Time Management, Market Research, Interviews, Project Coordination, SAP, Mac/PC proficient, Marketing
Education
Grand Canyon University 2011 — 2013
Master of Business Administration (M.B.A.), Marketing, 3.46
Grand Canyon University 2007 — 2009
BS, Applied Management
Summit Implants & Oral Surgery May 2015 - Present
Northwest Periodontics and Implants December 2014 - May 2015
New York Life/NYLIFE Securities September 2013 - December 2014
Miller Family Dermatology, PLLC August 2012 - October 2013
Facial Surgery Center of Seattle October 2011 - August 2012
Carl K Johnson, DDS, PS July 2004 - October 2011
Skills
Insurance, Small Business, Customer Service, Retirement, Retirement Planning, Healthcare, Marketing, Life Insurance, Project Management, Thought Leadership, Social Media, Asset Protection, Gifting Strategies, Legacies, Protection Planning, Treatment Planning, Dental Insurance, Quality Patient Care, Patient Education, Direct Patient Care, Oral Surgery, Dental Marketing, Dental Software, Referral Development, Referral Marketing, Healthcare Management, Microsoft Office, Community Outreach, Budgets, Social Media Marketing
Education
Cedarcrest High School
Central Washington University 2008 — 2013
Bachelors of Applied Science, Administrative Management
Bellevue Community College 2001 — 2008
Associates Degree, Business Administration
Bellevue Community College 2001 — 2012
Associate's Degree, General Studies
Green River Community College 2003 — 2003
Certificate Program, Office Management and Supervision
TIAA-CREF September 2014 - Present
GuideStone Financial Resources August 2013 - August 2014
New York Life/NYLIFE Securities June 2011 - July 2013
Skills
Retirement Planning, Fixed Annuities, IRAs, Estate Planning, Mutual Funds, 401k Rollovers, Series 63, Insurance, Investments, Retirement, Financial Services, Strategic Financial..., Whole Life, Roth IRA, Financial Strategy, Portfolio Design and..., Risk Management, Asset Allocation, Disability Insurance, Long Term Care Insurance, Finance, Long-term Care, Term Life Insurance, Life Insurance, 401k, Series 6, Variable Annuities, Employee Benefits, TX Life/Health..., FINRA Series 6 License, FINRA Series 63 License, TX Annuity Certification, TX Long-Term Care..., Financial Education, Risk diversification, Tax diversification, Securities, Wealth Accumulation, Health Insurance, Universal Life, Investment Strategies, Retirement Plan..., Portfolio Management, Equities, Group Insurance, 403(b), Group Health Plans, AD&D, Medicare Plan..., Wealth Management
Education
Texas State University-San Marcos 2005 — 2010
Bachelor of Science, Criminal Justice
Putnam Investments January 2014 - Present
Putnam Investments January 2012 - December 2013
Putnam Investments September 2011 - January 2012
New York Life/NYLIFE Securities January 2011 - September 2011
Education
Stetson University 2006 — 2010
Bachelor of Arts, Communication Studies; Business and Marketing Communications
New York Life/NYLIFE Securities September 2012 - Present
New York Life/NYLIFE Securities October 2006 - September 2012
New York Life Securities, LLC May 2003 - October 2006
Education
Southern New Hampshire University 2000 — 2003
Bachelor's degree, Business Administration, 3-Year Honors Program
Precision Wealth Management September 2014 - Present
Producers Financial Network, LLC 2014 - Present
New York Life/NYLIFE Securities December 2012 - June 2014
TIAA-CREF March 2007 - December 2012
Skills
Investments, Retirement Planning, Fixed Annuities, IRAs, Retirement, Mutual Funds, Financial Services, Strategic Financial..., Life Insurance, Insurance, 401k, Series 6, Wealth Management, Finance, Asset Allocation, Portfolio Management, Small Business, Long-term Care, Disability Insurance, Term Life Insurance, Securities, Health Insurance, Financial Advisory, Roth IRA, Wealth Accumulation, 401k Rollovers, Long Term Care Insurance, Financial Analysis, Investment Strategies, Risk Management, Employee Benefits, Variable Annuities, FINRA, Wealth, Asset Management, Pensions, Whole Life, Financial Goals, Annuity Sales, 529 Plans, Retirement Plan..., High Net Worth..., Personal Finance, Financial Planners, Economics, Debt Management, Fixed Income, Equities, Series 7
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Business - Finance
Metropolitan State University of Denver 2001 — 2003
Finance, General
Hinkley High School
The Prudential Insurance Company of America October 2010 - Present
The Hartford October 2010 - January 2013
MetLife Securities, Inc. January 2006 - October 2010
New York Life/NYLIFE Securities December 2002 - January 2006
Minnesota Life/Securian Financial November 1992 - December 2002
Prudential May 1988 - November 1992
Skills
Insurance, Life Insurance, Retirement Planning, Financial Services, Finance, Fixed Annuities, Retirement, Small Business, Long-term Care
Education
The American College
CLU®, ChFC®, CFP®, CASL
Wayne State University
BA, Corporate Finance
NEW YORK LIFE/NYLIFE SECURITIES Senior PartnerNew York Life Insurance Company1997 - Present
Skills
Retirement Planning, Recruiting, Retirement, Estate Planning, Investments, Fixed Annuities, Financial Services, Financial Planners, Long-term Care, IRAs, Wealth, 401k, Wealth Management, Wealth Accumulation, Executive Coaching, Life Insurance, Insurance
Education
Bowling Green State University 1979 — 1983
ING Financial Partners January 2011 - Present
New York Life/NYLIFE Securities January 2008 - January 2011
Texas Attorney General March 2003 - January 2008
Republican Party of Texas January 2001 - February 2003
Olsen & Shuvalov May 2000 - January 2001
Skills
Public Speaking, Microsoft Excel, Budgets, Customer Service, Negotiation, Microsoft Office, Microsoft Word, Outlook, Sales, Business Analysis, PowerPoint, Analysis, Leadership
Education
The University of Texas at Austin 1997 — 2000
Grapevine High School