New York Life & MainStay Investments
Industry: Investment management company
DescriptionNew York Life Investments is a U.S. investment management company based in Jersey City, New Jersey. Founded in 1986, New York Life Investment's parent company is New York Life Insurance Company, the ... Customer service: 1 (800) 624-6782 Headquarters: Jersey City, NJ Founded: 1986 Subsidiaries: GoldPoint Partners LLC, Candriam Investors Group, Parent organizations: New York Life Insurance Company, New York Life Investment Management Holdings LLC
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New York Life & MainStay Investments Employees
Employee
Years
Job
Industry
Brian Callahan, CLU® Brian Callahan, CLU®'s New York Life & MainStay Investments Experience June 2014 - Present
Job Associate Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
New York Life & MainStay Investments June 2014 - Present
Northwestern Mutual June 2010 - June 2014
Skills
Financial Analysis, Investments, Finance, Financial Services, Securities, Insurance, Financial Planning, Retirement Planning, Mutual Funds, Leadership, Marketing, Portfolio Management
Education
DePaul University
Bachelors of Science, Economics
The American College
Chartered Life Underwriter (CLU)
The Cooking and Hospitality Institute of Chicago
Associates of Applied Science, Le Cordon Bleu Culinary Arts
New York Life Insurance Company September 2015 - Present
New York Life & MainStay Investments June 2014 - Present
Northwestern Mutual June 2010 - June 2014
Skills
Financial Analysis, Investments, Finance, Financial Services, Securities, Insurance, Financial Planning, Retirement Planning, Mutual Funds, Leadership, Marketing, Portfolio Management
Education
DePaul University
Bachelors of Science, Economics
The American College
Chartered Life Underwriter (CLU)
The Cooking and Hospitality Institute of Chicago
Associates of Applied Science, Le Cordon Bleu Culinary Arts
Jeff Nye, CIMA Jeff Nye, CIMA's New York Life & MainStay Investments Experience 2011 - Present
Job Managing Director Head Of Sales at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments 2011 - Present
AllianceBernstein 2003 - 2011
Fidelity Investments 1995 - 2003
Skills
Sales Management..., Certified Investment..., Capital Markets, Alternative Investments, Mutual Funds, Fixed Annuities, Wealth Management, Retirement Planning, Asset Management, Financial Services, Fixed Income, Portfolio Management, Investment Strategies
Education
Northeastern University 1987 — 1992
Bachelor's degree, Finance & International Business
Staples High School 1983 — 1986
New York Life & MainStay Investments 2011 - Present
AllianceBernstein 2003 - 2011
Fidelity Investments 1995 - 2003
Skills
Sales Management..., Certified Investment..., Capital Markets, Alternative Investments, Mutual Funds, Fixed Annuities, Wealth Management, Retirement Planning, Asset Management, Financial Services, Fixed Income, Portfolio Management, Investment Strategies
Education
Northeastern University 1987 — 1992
Bachelor's degree, Finance & International Business
Staples High School 1983 — 1986
Rupesh J. Kotiya Rupesh J. Kotiya's New York Life & MainStay Investments Experience April 2005 - Present
Job
Industry Financial Services
Experience
New York Life & MainStay Investments April 2005 - Present
Phoenix Investment Partners 2000 - 2004
American Express Financial Advisors June 1998 - May 2000
Skills
Financial Advisory, Investment Management, Separately Managed..., Series 63, Series 7, Fixed Annuities, Mutual Funds, Asset Allocation, Series 65, Finance, Alternative Investments, Retirement Planning, 401k, Asset Management, Investments, Wealth Management, Investment Advisory, Retirement, Asset Managment, Life & He, Guaranteed Lifetime..., CIMA
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Finance & Investments
North Carolina State University 1994 — 1998
BS, Business Management
W G Enloe High School 1990 — 1994
General
New York Life & MainStay Investments April 2005 - Present
Phoenix Investment Partners 2000 - 2004
American Express Financial Advisors June 1998 - May 2000
Skills
Financial Advisory, Investment Management, Separately Managed..., Series 63, Series 7, Fixed Annuities, Mutual Funds, Asset Allocation, Series 65, Finance, Alternative Investments, Retirement Planning, 401k, Asset Management, Investments, Wealth Management, Investment Advisory, Retirement, Asset Managment, Life & He, Guaranteed Lifetime..., CIMA
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Finance & Investments
North Carolina State University 1994 — 1998
BS, Business Management
W G Enloe High School 1990 — 1994
General
Greg Zipoli Greg Zipoli's New York Life & MainStay Investments Experience August 2015 - Present
Job Senior Vice President Institutional Intermediary Business at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments August 2015 - Present
Cedar Capital February 2014 - March 2015
State Street Global Advisors March 2007 - February 2014
Pershing, LLC - Advisor Solutions 2005 - 2007
Fidelity Investments 1997 - 2005
Boston Capital 1994 - 1997
Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Separately Managed..., Asset Allocation, Wealth Management, Asset Managment, Investment Advisory, Investments, Equities, Hedge Funds, Portfolio Management, Securities, Fixed Income, Investment Strategies, Financial Services, Investment Management, Asset Management, Equity Research, Pensions
Education
Ithaca College
Bachelor of Science (BS), Economics - Management
Tabor Academy - Marion, MA
New York Life & MainStay Investments August 2015 - Present
Cedar Capital February 2014 - March 2015
State Street Global Advisors March 2007 - February 2014
Pershing, LLC - Advisor Solutions 2005 - 2007
Fidelity Investments 1997 - 2005
Boston Capital 1994 - 1997
Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Separately Managed..., Asset Allocation, Wealth Management, Asset Managment, Investment Advisory, Investments, Equities, Hedge Funds, Portfolio Management, Securities, Fixed Income, Investment Strategies, Financial Services, Investment Management, Asset Management, Equity Research, Pensions
Education
Ithaca College
Bachelor of Science (BS), Economics - Management
Tabor Academy - Marion, MA
Eileen Sebold Eileen Sebold's New York Life & MainStay Investments Experience January 2011 - August 2011
Job Director of National Accounts at William Blair & Company
Industry Financial Services
Experience
William Blair & Company November 2011 - Present
New York Life & MainStay Investments January 2011 - August 2011
J.P. Morgan November 2005 - December 2010
AllianceBernstein September 1990 - November 2005
Skills
Series 7, Mutual Funds, Alternative Investments, Investments, Series 63, Asset Management, Investment Management, Asset Allocation, Wealth Management, Equities, Business Development, Management, Strategy
Education
Loyola University 1986 — 1990
Bachelor of Arts (B.A.), English and History, minor in business
Dowling College
Master's degree, Banking, Corporate, Finance, and Securities Law
William Blair & Company November 2011 - Present
New York Life & MainStay Investments January 2011 - August 2011
J.P. Morgan November 2005 - December 2010
AllianceBernstein September 1990 - November 2005
Skills
Series 7, Mutual Funds, Alternative Investments, Investments, Series 63, Asset Management, Investment Management, Asset Allocation, Wealth Management, Equities, Business Development, Management, Strategy
Education
Loyola University 1986 — 1990
Bachelor of Arts (B.A.), English and History, minor in business
Dowling College
Master's degree, Banking, Corporate, Finance, and Securities Law
Pat Schultz Pat Schultz's New York Life & MainStay Investments Experience January 2005 - Present
Job Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2005 - Present
St. John's College High School October 2012 - Present
Education
Binghamton University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Economics
John S. Burke High School 1996 — 2000
New York Life & MainStay Investments January 2005 - Present
St. John's College High School October 2012 - Present
Education
Binghamton University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Economics
John S. Burke High School 1996 — 2000
Alexander Laipple Alexander Laipple's New York Life & MainStay Investments Experience January 2014 - Present
Job Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2014 - Present
New York Life/Mainstay Investments June 2011 - Present
Dawson James Securities January 2011 - April 2011
WisdomTree Asset Management May 2010 - August 2010
Skills
Salesforce.com, Leadership, Management, Sales, Finance, Selling, Analysis, Time Management, Bloomberg, Microsoft Excel, Derivatives, Credit, Teamwork, Series 63, Series 7
Education
Monmouth University 2008 — 2011
Bachelor of Science
New York Life & MainStay Investments January 2014 - Present
New York Life/Mainstay Investments June 2011 - Present
Dawson James Securities January 2011 - April 2011
WisdomTree Asset Management May 2010 - August 2010
Skills
Salesforce.com, Leadership, Management, Sales, Finance, Selling, Analysis, Time Management, Bloomberg, Microsoft Excel, Derivatives, Credit, Teamwork, Series 63, Series 7
Education
Monmouth University 2008 — 2011
Bachelor of Science
Al Cohn, CRPC®'s New York Life & MainStay Investments Experience April 2000 - December 2013
Job Retirement Income Director at Futurity First
Industry Financial Services
Experience
Futurity First November 2014 - Present
New York Life & MainStay Investments April 2000 - December 2013
Lincoln Financial Group December 1984 - January 1997
Education
College for Financial Planning 2014 — 2015
CRPC®, Chartered Retirement Planning CounselorSM, Retirement Planning
University of Maryland College Park 1975 — 1977
Bachelor’s Degree, Special Education and Teaching
Futurity First November 2014 - Present
New York Life & MainStay Investments April 2000 - December 2013
Lincoln Financial Group December 1984 - January 1997
Education
College for Financial Planning 2014 — 2015
CRPC®, Chartered Retirement Planning CounselorSM, Retirement Planning
University of Maryland College Park 1975 — 1977
Bachelor’s Degree, Special Education and Teaching
Gabrielle Bisaccia's New York Life & MainStay Investments Experience July 2015 - Present
Job Correspondent at New York Life & MainStay Investments
Industry Investment Management
Experience
New York Life & MainStay Investments July 2015 - Present
PNC October 2013 - July 2015
Valley National Bank November 2008 - March 2013
TJ Maxx August 2007 - November 2008
Skills
Advertising, Marketing, Creative Writing, Graphic Design, PowerPoint, Microsoft Excel, Banking, Retail Banking, Loans, Credit, Commercial Banking, Music, Cash Management, Commercial Lending, Consumer Lending
Education
County College of Morris 2008 — 2009
Business Admin, Major
Butler High School
Hanover Park High SchoolE
Morris Knolls Adult High School
High School Diploma, N/A
Passaic County Community College
Marketing
New York Life & MainStay Investments July 2015 - Present
PNC October 2013 - July 2015
Valley National Bank November 2008 - March 2013
TJ Maxx August 2007 - November 2008
Skills
Advertising, Marketing, Creative Writing, Graphic Design, PowerPoint, Microsoft Excel, Banking, Retail Banking, Loans, Credit, Commercial Banking, Music, Cash Management, Commercial Lending, Consumer Lending
Education
County College of Morris 2008 — 2009
Business Admin, Major
Butler High School
Hanover Park High SchoolE
Morris Knolls Adult High School
High School Diploma, N/A
Passaic County Community College
Marketing
Elizabeth Mensing-Castelgrant Elizabeth Mensing-Castelgrant's New York Life & MainStay Investments Experience April 2014 - September 2014
Job Automation System Manager Eloqua
Industry Information Technology and Services
Experience
Accenture November 2014 - Present
Automation System Leaders in Bridgewater NJ 2014 - Present
New York Life & MainStay Investments April 2014 - September 2014
Heartland Payment Systems October 2012 - March 2014
Dow Jones June 2010 - October 2012
Dow Jones & Company June 2008 - June 2010
Dow Jones & Company June 2005 - June 2008
Datascope December 2001 - January 2005
Medical Logistics, Inc 2001 - 2001
3C Company 2000 - 2000
Skills
Salesforce.com, Eloqua, Database Marketing, Marketing Automation, Email Marketing, CRM, Analytics, Lead Generation, Marketing Strategy, Eloqua Master, Lead Management, Online Advertising, Crystal Reports, Web Analytics, Demand Generation, Google Analytics, Marketing Operations, Orbis, Kentico, Eloqua Development, Online Lead Generation, Database Administration, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Management, Marketing, Databases, Leadership, Consulting, Integration, CMS
Education
Delaware Valley University 1992 — 1996
BS, Computer Information System Management
Midland Park High School 1989 — 1992
Accenture November 2014 - Present
Automation System Leaders in Bridgewater NJ 2014 - Present
New York Life & MainStay Investments April 2014 - September 2014
Heartland Payment Systems October 2012 - March 2014
Dow Jones June 2010 - October 2012
Dow Jones & Company June 2008 - June 2010
Dow Jones & Company June 2005 - June 2008
Datascope December 2001 - January 2005
Medical Logistics, Inc 2001 - 2001
3C Company 2000 - 2000
Skills
Salesforce.com, Eloqua, Database Marketing, Marketing Automation, Email Marketing, CRM, Analytics, Lead Generation, Marketing Strategy, Eloqua Master, Lead Management, Online Advertising, Crystal Reports, Web Analytics, Demand Generation, Google Analytics, Marketing Operations, Orbis, Kentico, Eloqua Development, Online Lead Generation, Database Administration, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Management, Marketing, Databases, Leadership, Consulting, Integration, CMS
Education
Delaware Valley University 1992 — 1996
BS, Computer Information System Management
Midland Park High School 1989 — 1992
Eric Reese, CAIA Eric Reese, CAIA's New York Life & MainStay Investments Experience September 2011 - Present
Job External Wholesaler Regional Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments September 2011 - Present
Morgan Stanley Smith Barney January 2010 - September 2011
The Sparta Group January 2009 - January 2010
Professional Baseball--Midwest Sliders 2008 - 2008
Skills
Marketing, Sales, Analysis, Investments, Alternative Investments, Management, Competitive Analysis, Finance, Financial Services, Series 7, Mutual Funds
Education
Fordham Gabelli School of Business 2004 — 2008
Bachelor of Science (BS), Finance, Marketing
New York Life & MainStay Investments September 2011 - Present
Morgan Stanley Smith Barney January 2010 - September 2011
The Sparta Group January 2009 - January 2010
Professional Baseball--Midwest Sliders 2008 - 2008
Skills
Marketing, Sales, Analysis, Investments, Alternative Investments, Management, Competitive Analysis, Finance, Financial Services, Series 7, Mutual Funds
Education
Fordham Gabelli School of Business 2004 — 2008
Bachelor of Science (BS), Finance, Marketing
Tara McAleer Tara McAleer's New York Life & MainStay Investments Experience April 2004 - Present
Job Managing Director, New York Life Investments
Industry Financial Services
Experience
New York Life & MainStay Investments April 2004 - Present
Yoga November 2014 - July 2015
Prudential Financial 2001 - 2004
PricewaterhouseCoopers 1999 - 2001
PricewaterhouseCoopers April 1996 - 1999
U.S. Securities and Exchange Commission 1992 - 1996
Skills
Asset Management, Financial Services, Securities, Investments, Alternative Investments, Fixed Income, Equities, Mutual Funds
Education
Seton Hall University 1990 — 1992
Master of Business Administration (MBA), Economics
Seton Hall University 1985 — 1989
Bachelor of Science (B.S.), Finance, General
New York Life & MainStay Investments April 2004 - Present
Yoga November 2014 - July 2015
Prudential Financial 2001 - 2004
PricewaterhouseCoopers 1999 - 2001
PricewaterhouseCoopers April 1996 - 1999
U.S. Securities and Exchange Commission 1992 - 1996
Skills
Asset Management, Financial Services, Securities, Investments, Alternative Investments, Fixed Income, Equities, Mutual Funds
Education
Seton Hall University 1990 — 1992
Master of Business Administration (MBA), Economics
Seton Hall University 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Eleazar Perez Eleazar Perez's New York Life & MainStay Investments Experience April 2015 - Present
Job Financial Services Representative at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments April 2015 - Present
New York Life Insurance Company February 2014 - April 2015
Brillstein Entertainment Partners September 2013 - March 2014
Loyola Marymount University July 2011 - August 2013
Skills
Investments, Building Relationships, Financial Services, Microsoft Excel, Finance, Public Speaking, PowerPoint, Teamwork, Strategic Planning, Investment Strategies, Microsoft Office, Social Networking
Education
Loyola Marymount University 2009 — 2014
Bachelor's Degree, Finance
New York Life & MainStay Investments April 2015 - Present
New York Life Insurance Company February 2014 - April 2015
Brillstein Entertainment Partners September 2013 - March 2014
Loyola Marymount University July 2011 - August 2013
Skills
Investments, Building Relationships, Financial Services, Microsoft Excel, Finance, Public Speaking, PowerPoint, Teamwork, Strategic Planning, Investment Strategies, Microsoft Office, Social Networking
Education
Loyola Marymount University 2009 — 2014
Bachelor's Degree, Finance
John Pannozzo's New York Life & MainStay Investments Experience April 2008 - May 2014
Job Regional Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Management June 2014 - Present
New York Life / MainStay Investments April 2008 - May 2014
Merrill Lynch December 2006 - March 2008
Atlanta Falcons Football Organization May 2006 - October 2006
Skills
Financial Planning, Investments, Asset Management, Series 7, Series 66
Education
Indiana University Bloomington 2002 — 2006
Bachelor's degree, Business Management
Poly Prep Country Day School 1998 — 2002
Columbia Management June 2014 - Present
New York Life / MainStay Investments April 2008 - May 2014
Merrill Lynch December 2006 - March 2008
Atlanta Falcons Football Organization May 2006 - October 2006
Skills
Financial Planning, Investments, Asset Management, Series 7, Series 66
Education
Indiana University Bloomington 2002 — 2006
Bachelor's degree, Business Management
Poly Prep Country Day School 1998 — 2002
John Gorrell John Gorrell's New York Life & MainStay Investments Experience May 2012 - Present
Job Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments May 2012 - Present
Nomura Asset Management October 2011 - May 2012
Legg Mason March 2009 - August 2011
Legg Mason September 2007 - February 2009
Legg Mason February 2007 - August 2007
Skills
SMA, Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Series 7, Asset Allocation, Investment Management, Asset Managment, Hedge Funds, Closed-end Funds, Management
Education
Oklahoma State University 1998 — 2003
BS, Biological Science
New York Life & MainStay Investments May 2012 - Present
Nomura Asset Management October 2011 - May 2012
Legg Mason March 2009 - August 2011
Legg Mason September 2007 - February 2009
Legg Mason February 2007 - August 2007
Skills
SMA, Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Series 7, Asset Allocation, Investment Management, Asset Managment, Hedge Funds, Closed-end Funds, Management
Education
Oklahoma State University 1998 — 2003
BS, Biological Science
Lee Barnette's New York Life & MainStay Investments Experience January 2010 - May 2014
Job Managing Associate at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2014 - Present
New York Life & MainStay Investments January 2010 - May 2014
Skills
Customer Service, Banking, Team Building, Risk Management, Financial Analysis, Marketing, Microsoft Office, Public Speaking, Investments, Portfolio Management, Microsoft Word, Negotiation, Budgets, Project Management, Sales Management, Microsoft Excel, New Business Development, Social Media
Education
Louisiana Tech University 1992 — 1996
Bachelor's degree, Marketing
MassMutual Financial Group May 2014 - Present
New York Life & MainStay Investments January 2010 - May 2014
Skills
Customer Service, Banking, Team Building, Risk Management, Financial Analysis, Marketing, Microsoft Office, Public Speaking, Investments, Portfolio Management, Microsoft Word, Negotiation, Budgets, Project Management, Sales Management, Microsoft Excel, New Business Development, Social Media
Education
Louisiana Tech University 1992 — 1996
Bachelor's degree, Marketing
Paul Andriulli, CIMA®'s New York Life & MainStay Investments Experience November 2006 - August 2010
Job Head of National Accounts at First Eagle Investment Management
Industry Financial Services
Experience
First Eagle Investment Management January 2014 - Present
First Eagle Investment Management August 2010 - December 2013
New York Life & MainStay Investments November 2006 - August 2010
New York Life & MainStay Investments March 2004 - November 2006
UBS July 2000 - March 2004
Education
Rowan University 1996 — 2000
Finance
First Eagle Investment Management January 2014 - Present
First Eagle Investment Management August 2010 - December 2013
New York Life & MainStay Investments November 2006 - August 2010
New York Life & MainStay Investments March 2004 - November 2006
UBS July 2000 - March 2004
Education
Rowan University 1996 — 2000
Finance
Scott Thies Scott Thies's New York Life & MainStay Investments Experience January 2001 - Present
Job Senior Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2001 - Present
AXA Financial 1999 - 2001
John Hancock Life Insurance Company (U.S.A.) June 1996 - 1998
Skills
Separately Managed..., ETFs, Series 7, Mutual Funds, Series 63, Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, 401k, Wealth Management, Financial Advisory, High Net Worth..., Fund Of Funds, Capital Markets, Municipal Bonds, Fixed Income, Equities, Series 6, Series 24, Securities, Investment Management, Series 65
Education
Quinnipiac University - School of Business 1992 — 1996
Bachelor of Science, Finance/Economics
Quinnipiac University - School of Business 1992 — 1996
Bachelor's degree, Finance and Financial Management Services
New York Life & MainStay Investments January 2001 - Present
AXA Financial 1999 - 2001
John Hancock Life Insurance Company (U.S.A.) June 1996 - 1998
Skills
Separately Managed..., ETFs, Series 7, Mutual Funds, Series 63, Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, 401k, Wealth Management, Financial Advisory, High Net Worth..., Fund Of Funds, Capital Markets, Municipal Bonds, Fixed Income, Equities, Series 6, Series 24, Securities, Investment Management, Series 65
Education
Quinnipiac University - School of Business 1992 — 1996
Bachelor of Science, Finance/Economics
Quinnipiac University - School of Business 1992 — 1996
Bachelor's degree, Finance and Financial Management Services
Eunjeong (E.J.) Chi Eunjeong (E.J.) Chi's New York Life & MainStay Investments Experience June 2013 - Present
Job Associate at New York Life/MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments June 2013 - Present
Education
Princeton University 2007 — 2011
Bachelor of Arts (B.A.)
Université Bordeaux I 2009 — 2009
ANT315
The Lawrenceville School 2003 — 2007
High School Diploma
New York Life & MainStay Investments June 2013 - Present
Education
Princeton University 2007 — 2011
Bachelor of Arts (B.A.)
Université Bordeaux I 2009 — 2009
ANT315
The Lawrenceville School 2003 — 2007
High School Diploma
Catherine Cosentino Catherine Cosentino's New York Life & MainStay Investments Experience June 2013 - August 2013
Job Operations Analyst at JP Morgan Chase
Industry Marketing and Advertising
Experience
JPMorgan Chase June 2014 - Present
New York Life & MainStay Investments June 2013 - August 2013
Paige Management June 2012 - August 2012
Huntington Country Club 2009 - 2012
Skills
Event Planning, Marketing, CRM, Leadership, Lead Generation, Research, Process Scheduler, Merchandising, Hospitality, Social Media, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Microsoft Word
Education
SUNY Binghamton 2011 — 2015
Double Degree Program, English with a concentration in Rhetoric and Management with a concentration in Marketing, Senior
The Hill School 2007 — 2011
High School
JPMorgan Chase June 2014 - Present
New York Life & MainStay Investments June 2013 - August 2013
Paige Management June 2012 - August 2012
Huntington Country Club 2009 - 2012
Skills
Event Planning, Marketing, CRM, Leadership, Lead Generation, Research, Process Scheduler, Merchandising, Hospitality, Social Media, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Microsoft Word
Education
SUNY Binghamton 2011 — 2015
Double Degree Program, English with a concentration in Rhetoric and Management with a concentration in Marketing, Senior
The Hill School 2007 — 2011
High School
Charles Diemar Charles Diemar's New York Life & MainStay Investments Experience January 2015 - Present
Job Regional Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2015 - Present
New York Life & MainStay Investments January 2013 - December 2014
New York Life & MainStay Investments August 2012 - January 2013
New York Life Insurance Company August 2011 - August 2012
New York Life & MainStay Investments February 2009 - August 2011
AXA Equitable September 2008 - December 2008
Brentler Inc. November 2006 - September 2008
Skills
Series 7, Series 63, Retirement Planning, Series 6, Retirement, Mutual Funds, Guaranteed Lifetime..., Investments, Fixed Annuities, Asset Allocation, Securities, Insurance, Variable Annuities, Wealth Management, 401k
Education
Ohio Wesleyan University 2002 — 2006
The Pingry School 1998 — 2002
Far Hills Country Day School 1987 — 1998
New York Life & MainStay Investments January 2015 - Present
New York Life & MainStay Investments January 2013 - December 2014
New York Life & MainStay Investments August 2012 - January 2013
New York Life Insurance Company August 2011 - August 2012
New York Life & MainStay Investments February 2009 - August 2011
AXA Equitable September 2008 - December 2008
Brentler Inc. November 2006 - September 2008
Skills
Series 7, Series 63, Retirement Planning, Series 6, Retirement, Mutual Funds, Guaranteed Lifetime..., Investments, Fixed Annuities, Asset Allocation, Securities, Insurance, Variable Annuities, Wealth Management, 401k
Education
Ohio Wesleyan University 2002 — 2006
The Pingry School 1998 — 2002
Far Hills Country Day School 1987 — 1998
Jim Korn's New York Life & MainStay Investments Experience January 2010 - Present
Job Regional Vice President at NY Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2010 - Present
New York Life & MainStay Investments July 2007 - December 2009
Citigroup Global Markets September 2004 - July 2007
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Mutual Funds, Retirement Planning, 401k, Alternative Investments, Asset Allocation, Wealth Management, Separately Managed..., ETFs, Retirement, IRAs, Guaranteed Lifetime..., Securities, Variable Annuities, FINRA
Education
Loyola College in Maryland 2000 — 2004
Bachelor of Arts (B.A.), History
Delbarton School 1996 — 2000
New York Life & MainStay Investments January 2010 - Present
New York Life & MainStay Investments July 2007 - December 2009
Citigroup Global Markets September 2004 - July 2007
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Mutual Funds, Retirement Planning, 401k, Alternative Investments, Asset Allocation, Wealth Management, Separately Managed..., ETFs, Retirement, IRAs, Guaranteed Lifetime..., Securities, Variable Annuities, FINRA
Education
Loyola College in Maryland 2000 — 2004
Bachelor of Arts (B.A.), History
Delbarton School 1996 — 2000
Frank Ranu's New York Life & MainStay Investments Experience September 2014 - Present
Job Director of Social Media for MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments September 2014 - Present
New York Life & MainStay Investments March 2010 - September 2014
Ranu's Reviews July 2009 - September 2012
New York Life & MainStay Investments November 2006 - March 2010
Panasonic June 2004 - November 2006
Panasonic January 2000 - May 2004
New Jersey Sports and Exhibition Authority May 1992 - June 2000
Panasonic June 1999 - December 1999
FlagHouse, Inc. April 1996 - June 1999
Paper Direct 1993 - 1996
Skills
Online Marketing, Copywriting, Social Media Marketing, Social Media, Advertising, Editing, Project Management, Marketing, New Media, Strategy, Public Relations, Web Content, Strategic Planning, Public Speaking, Entertainment, Management, Online Advertising, Email Marketing, E-commerce, Web Project Management, Digital Strategy, Social Networking, Digital Marketing, Marketing Strategy, Digital Media, Integrated Marketing, Corporate Communications, Creative Writing, Mobile Devices, SEO, Content Strategy, Writing, Marketing Communications, Television, Direct Marketing, Brand Development, Brand Awareness, Problem Solving, Web Analytics, Hearsay Social...
Education
Rutgers Business School 2013 — 2013
Mini MBA, Social Media
New York Institute of Finance 2013 — 2013
Mutual Funds
University of Phoenix 2002 — 2006
MBA, E-Commerce
Montclair State University 1989 — 1993
BS, Marketing
Clifton High School 1986 — 1989
New York Life & MainStay Investments September 2014 - Present
New York Life & MainStay Investments March 2010 - September 2014
Ranu's Reviews July 2009 - September 2012
New York Life & MainStay Investments November 2006 - March 2010
Panasonic June 2004 - November 2006
Panasonic January 2000 - May 2004
New Jersey Sports and Exhibition Authority May 1992 - June 2000
Panasonic June 1999 - December 1999
FlagHouse, Inc. April 1996 - June 1999
Paper Direct 1993 - 1996
Skills
Online Marketing, Copywriting, Social Media Marketing, Social Media, Advertising, Editing, Project Management, Marketing, New Media, Strategy, Public Relations, Web Content, Strategic Planning, Public Speaking, Entertainment, Management, Online Advertising, Email Marketing, E-commerce, Web Project Management, Digital Strategy, Social Networking, Digital Marketing, Marketing Strategy, Digital Media, Integrated Marketing, Corporate Communications, Creative Writing, Mobile Devices, SEO, Content Strategy, Writing, Marketing Communications, Television, Direct Marketing, Brand Development, Brand Awareness, Problem Solving, Web Analytics, Hearsay Social...
Education
Rutgers Business School 2013 — 2013
Mini MBA, Social Media
New York Institute of Finance 2013 — 2013
Mutual Funds
University of Phoenix 2002 — 2006
MBA, E-Commerce
Montclair State University 1989 — 1993
BS, Marketing
Clifton High School 1986 — 1989
Fred Edwards, CFA Fred Edwards, CFA's New York Life & MainStay Investments Experience June 2014 - Present
Job Mainstay Sales
Industry Financial Services
Experience
New York Life & MainStay Investments June 2014 - Present
KCG Holdings, Inc. March 2010 - October 2013
Barclays January 2010 - April 2010
LaBranche & Co. September 2005 - January 2010
Skills
Trading Systems, Equities, Capital Markets, Electronic Trading, Relationship Management, Building Relationships, Trading
Education
Middlebury College 2001 — 2005
Bachelor's degree
Chaminade High School 1997 — 2001
New York Life & MainStay Investments June 2014 - Present
KCG Holdings, Inc. March 2010 - October 2013
Barclays January 2010 - April 2010
LaBranche & Co. September 2005 - January 2010
Skills
Trading Systems, Equities, Capital Markets, Electronic Trading, Relationship Management, Building Relationships, Trading
Education
Middlebury College 2001 — 2005
Bachelor's degree
Chaminade High School 1997 — 2001
James E. Murray James E. Murray's New York Life & MainStay Investments Experience April 2015 - Present
Job Registered Investment Advisor at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments April 2015 - Present
State Farm Insurance May 2002 - March 2015
Prudential Financial 2001 - 2002
Delta Air Lines 1988 - 2001
Skills
Brokers, Wealth Management, Financial Advisory, Financial Services, Financial Analysis, Management, Direct Sales, Sales Management
Education
Susquehanna University
Bachelor of Science (BS), Economics
George Mason University
Accounting
Benedictine University
Mathematical Statistics and Probability
New York Life & MainStay Investments April 2015 - Present
State Farm Insurance May 2002 - March 2015
Prudential Financial 2001 - 2002
Delta Air Lines 1988 - 2001
Skills
Brokers, Wealth Management, Financial Advisory, Financial Services, Financial Analysis, Management, Direct Sales, Sales Management
Education
Susquehanna University
Bachelor of Science (BS), Economics
George Mason University
Accounting
Benedictine University
Mathematical Statistics and Probability
Raman Nijhawan Raman Nijhawan's New York Life & MainStay Investments Experience January 2015 - Present
Job Deloitte & Touche LLP
Industry Financial Services
Experience
New York Life & MainStay Investments January 2015 - Present
Deloitte June 2012 - January 2015
Brown Brothers Harriman June 2007 - May 2012
UBS Global Asset Management February 2005 - June 2007
State Street Bank August 2003 - February 2005
Skills
Bloomberg, Hedge Funds, Equities, Fund Accounting, Asset Managment, Financial Modeling, Investments, Cash Management, Portfolio Management, Private Equity, Financial Analysis, Mutual Funds, Financial Reporting, Fixed Income, Alternative Investments, Management Consulting, Change Management, Organizational Design, Asset Management, Valuation, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
Rutgers, The State University of New Jersey-Newark
Masters, Accounting
New York Life & MainStay Investments January 2015 - Present
Deloitte June 2012 - January 2015
Brown Brothers Harriman June 2007 - May 2012
UBS Global Asset Management February 2005 - June 2007
State Street Bank August 2003 - February 2005
Skills
Bloomberg, Hedge Funds, Equities, Fund Accounting, Asset Managment, Financial Modeling, Investments, Cash Management, Portfolio Management, Private Equity, Financial Analysis, Mutual Funds, Financial Reporting, Fixed Income, Alternative Investments, Management Consulting, Change Management, Organizational Design, Asset Management, Valuation, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
Rutgers, The State University of New Jersey-Newark
Masters, Accounting
Hema Sachdev Hema Sachdev's New York Life & MainStay Investments Experience December 2013 - Present
Job Sr. Business Analyst at New York Life & MainStay Investments
Industry Information Technology and Services
Experience
New York Life & MainStay Investments December 2013 - Present
Skills
Business Analysis, Requirements Gathering, SDLC, Systems Analysis, Requirements Analysis, Business Requirements, Data Modeling, Visio, Waterfall, User Acceptance Testing, Requirements Management, Data Warehousing, Business Objects, Software Project..., Use Case Analysis, Business Intelligence, ETL, Business Process Design, RUP, Cognos, Software Documentation, Strategy, Business Process, Analysis, Integration, Agile Methodologies
Education
Concordia College
IAME
MBA
Saint Paul University
Bachelors of Science in Commerce
New York Life & MainStay Investments December 2013 - Present
Skills
Business Analysis, Requirements Gathering, SDLC, Systems Analysis, Requirements Analysis, Business Requirements, Data Modeling, Visio, Waterfall, User Acceptance Testing, Requirements Management, Data Warehousing, Business Objects, Software Project..., Use Case Analysis, Business Intelligence, ETL, Business Process Design, RUP, Cognos, Software Documentation, Strategy, Business Process, Analysis, Integration, Agile Methodologies
Education
Concordia College
IAME
MBA
Saint Paul University
Bachelors of Science in Commerce
Christian Caballero Christian Caballero's New York Life & MainStay Investments Experience August 2013 - Present
Job Internal Sales Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments August 2013 - Present
New York Life & MainStay Investments October 2012 - July 2013
Morgan Stanley Smith Barney January 2012 - July 2012
Chubb July 2010 - August 2010
The Burgiss Group June 2010 - August 2010
Cabby Landscaping, LLC May 2008 - August 2008
Skills
Mutual Funds, Microsoft Excel, Microsoft Office, Outlook, Series 7, Series 66, Life Insurance, Bilingual-Spanish, Investments, Securities, PowerPoint, Mac OS X, Money Market, Data Entry, Private Equity, Uniform Combined State...
Education
Investment Banking Institute 2011 — 2011
Fairfield University 2007 — 2011
Bachelor of Science, Finance; Economics
Universitat Ramon Llull 2010 — 2010
Finance, Economics
Governor Livingston High School 2003 — 2007
High school diploma
New York Life & MainStay Investments August 2013 - Present
New York Life & MainStay Investments October 2012 - July 2013
Morgan Stanley Smith Barney January 2012 - July 2012
Chubb July 2010 - August 2010
The Burgiss Group June 2010 - August 2010
Cabby Landscaping, LLC May 2008 - August 2008
Skills
Mutual Funds, Microsoft Excel, Microsoft Office, Outlook, Series 7, Series 66, Life Insurance, Bilingual-Spanish, Investments, Securities, PowerPoint, Mac OS X, Money Market, Data Entry, Private Equity, Uniform Combined State...
Education
Investment Banking Institute 2011 — 2011
Fairfield University 2007 — 2011
Bachelor of Science, Finance; Economics
Universitat Ramon Llull 2010 — 2010
Finance, Economics
Governor Livingston High School 2003 — 2007
High school diploma
Anthony P. Fusaro Anthony P. Fusaro's New York Life & MainStay Investments Experience June 2009 - November 2013
Job Wealth Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
HighTower June 2014 - June 2015
New York Life & MainStay Investments June 2009 - November 2013
Barclays Investment Bank December 2007 - May 2009
Skills
Investments, Financial Analysis, Securities, Mutual Funds, Portfolio Management, Equities, Asset Management, Financial Planning, Risk Management, Wealth Management, Series 7, Alternative Investments, Series 63, Fixed Income, Trading, Finance, Hedge Funds, Long Term Care Insurance
Education
LIU Post 2005 — 2007
Bachelor’s Degree, Business Administration and Management, General
Chaminade HIgh School
High School
AXA Advisors July 2015 - Present
HighTower June 2014 - June 2015
New York Life & MainStay Investments June 2009 - November 2013
Barclays Investment Bank December 2007 - May 2009
Skills
Investments, Financial Analysis, Securities, Mutual Funds, Portfolio Management, Equities, Asset Management, Financial Planning, Risk Management, Wealth Management, Series 7, Alternative Investments, Series 63, Fixed Income, Trading, Finance, Hedge Funds, Long Term Care Insurance
Education
LIU Post 2005 — 2007
Bachelor’s Degree, Business Administration and Management, General
Chaminade HIgh School
High School
Christopher Durik's New York Life & MainStay Investments Experience January 2014 - Present
Job Internal Sales Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2014 - Present
Merrill Lynch August 2012 - January 2014
Telcordia Technologies May 2011 - August 2011
Telcordia Technologies May 2010 - August 2010
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics
New York Life & MainStay Investments January 2014 - Present
Merrill Lynch August 2012 - January 2014
Telcordia Technologies May 2011 - August 2011
Telcordia Technologies May 2010 - August 2010
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Kevin Kloski Kevin Kloski's New York Life & MainStay Investments Experience April 2014 - Present
Job Director Product Management at NY Life / MainStay Investments
Industry Investment Management
Experience
New York Life / MainStay Investments April 2014 - Present
ING Investment Management February 2012 - April 2014
Wells Fargo Advisors September 2008 - February 2012
Merrill Lynch December 2005 - January 2008
US Army 1999 - 2007
Travelers Insurance 2002 - 2005
Skills
Hedge Funds, Series 7, Portfolio Management, Wealth Management, Bloomberg, 401k, Pensions, Asset Allocation, Retirement Planning, Economics, Asset Managment, Equities, Finance, Investments, Mutual Funds, Series 63, Investment Management
Education
Trinity College-Hartford 2006 — 2008
MA, Financial Economics
University of Hartford 2005 — 2006
MBA, Finance
The University of Connecticut 1999 — 2002
BA, Political Science
Georgetown University
Graduate Certificate, Asia Institute for Political Economy hosted at University of Hong Kong
New York Life / MainStay Investments April 2014 - Present
ING Investment Management February 2012 - April 2014
Wells Fargo Advisors September 2008 - February 2012
Merrill Lynch December 2005 - January 2008
US Army 1999 - 2007
Travelers Insurance 2002 - 2005
Skills
Hedge Funds, Series 7, Portfolio Management, Wealth Management, Bloomberg, 401k, Pensions, Asset Allocation, Retirement Planning, Economics, Asset Managment, Equities, Finance, Investments, Mutual Funds, Series 63, Investment Management
Education
Trinity College-Hartford 2006 — 2008
MA, Financial Economics
University of Hartford 2005 — 2006
MBA, Finance
The University of Connecticut 1999 — 2002
BA, Political Science
Georgetown University
Graduate Certificate, Asia Institute for Political Economy hosted at University of Hong Kong
Keyi Cai Keyi Cai's New York Life & MainStay Investments Experience July 2014 - Present
Job Assistant Financial Advisor at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments July 2014 - Present
BBDO July 2012 - September 2012
Brandeis University September 2011 - May 2012
The Ohio State University September 2010 - May 2011
Jiefang Daily Group 2010 - 2011
Skills
Marketing Communications, Marketing Strategy, Strategic Planning, Branding Experience, Advertising, Account Executives
Education
Brandeis University 2011 — 2013
M.A., Psychology
The Ohio State University 2008 — 2011
B.S, Psychology
New York Life & MainStay Investments July 2014 - Present
BBDO July 2012 - September 2012
Brandeis University September 2011 - May 2012
The Ohio State University September 2010 - May 2011
Jiefang Daily Group 2010 - 2011
Skills
Marketing Communications, Marketing Strategy, Strategic Planning, Branding Experience, Advertising, Account Executives
Education
Brandeis University 2011 — 2013
M.A., Psychology
The Ohio State University 2008 — 2011
B.S, Psychology
Hunter Steadley Hunter Steadley's New York Life & MainStay Investments Experience March 2013 - Present
Job Internal Sales Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments March 2013 - Present
Morgan Stanley June 2012 - March 2013
Kissinger Financial Services, Inc. December 2010 - August 2011
Skills
Investments, Series 7, Strategic Financial..., Series 66, Derivatives, Equities, Marketing, Asset Allocation, Financial Modeling, Mutual Funds
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BSBA, Finance
Calvert Hall College High School 2005 — 2008
New York Life & MainStay Investments March 2013 - Present
Morgan Stanley June 2012 - March 2013
Kissinger Financial Services, Inc. December 2010 - August 2011
Skills
Investments, Series 7, Strategic Financial..., Series 66, Derivatives, Equities, Marketing, Asset Allocation, Financial Modeling, Mutual Funds
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BSBA, Finance
Calvert Hall College High School 2005 — 2008
Morgan Salama's New York Life & MainStay Investments Experience March 2015 - August 2015
Job Business Consultant at Artemis Connection
Industry Venture Capital & Private Equity
Experience
Artemis Connection September 2015 - Present
New York Life & MainStay Investments March 2015 - August 2015
Luigi Einaudi Fondazione May 2014 - August 2014
New York Life Insurance Company April 2013 - August 2013
Cleveland Clinic November 2008 - April 2012
U.S Federal Court System 2012 - 2012
Skills
Venture Capital, Government, Start-ups, Coaching, Corporate Venture..., Strategy, Business Process..., Research, Travel, Human Resources, Leadership Development, Microsoft Office, Training, Leadership
Education
Cornell University 2012 — 2016
Bachelor of Arts (B.A.), Government: International Studies. Minor in Law & Society
Magnificat High School 2008 — 2012
High School Diploma with Honors, Class of 2012
Artemis Connection September 2015 - Present
New York Life & MainStay Investments March 2015 - August 2015
Luigi Einaudi Fondazione May 2014 - August 2014
New York Life Insurance Company April 2013 - August 2013
Cleveland Clinic November 2008 - April 2012
U.S Federal Court System 2012 - 2012
Skills
Venture Capital, Government, Start-ups, Coaching, Corporate Venture..., Strategy, Business Process..., Research, Travel, Human Resources, Leadership Development, Microsoft Office, Training, Leadership
Education
Cornell University 2012 — 2016
Bachelor of Arts (B.A.), Government: International Studies. Minor in Law & Society
Magnificat High School 2008 — 2012
High School Diploma with Honors, Class of 2012
Joe Bedwell Joe Bedwell's New York Life & MainStay Investments Experience January 1998 - June 2002
Job President at Bedwell Financial Services, Inc.
Industry Financial Services
Experience
Bedwell Financial Services, Inc. January 1998 - Present
New York Life & MainStay Investments January 1998 - June 2002
Snap-on Tools January 1983 - December 1995
Skills
Retirement Planning, Insurance, Investments, Life Insurance, Disability Insurance, Retirement, Fixed Annuities, Mutual Funds, Term Life Insurance, Estate Planning, Wealth Management, Health Insurance, Financial Services, Financial Analysis, Strategic Planning, Customer Service, Public Speaking, Leadership, Employee Benefits, Microsoft Excel, Team Building, Strategy, Sales Management, Sales, Financial Advisory
Education
Freed-Hardeman University 1974 — 1978
Bachelor of Business Administration (BBA), Business
Greenbrier High School, Greenbrier, Tennessee 1970 — 1974
Diploma
Bedwell Financial Services, Inc. January 1998 - Present
New York Life & MainStay Investments January 1998 - June 2002
Snap-on Tools January 1983 - December 1995
Skills
Retirement Planning, Insurance, Investments, Life Insurance, Disability Insurance, Retirement, Fixed Annuities, Mutual Funds, Term Life Insurance, Estate Planning, Wealth Management, Health Insurance, Financial Services, Financial Analysis, Strategic Planning, Customer Service, Public Speaking, Leadership, Employee Benefits, Microsoft Excel, Team Building, Strategy, Sales Management, Sales, Financial Advisory
Education
Freed-Hardeman University 1974 — 1978
Bachelor of Business Administration (BBA), Business
Greenbrier High School, Greenbrier, Tennessee 1970 — 1974
Diploma
Alexa Novoa Kelly Alexa Novoa Kelly's New York Life & MainStay Investments Experience May 1998 - December 2004
Job Finance, Assistant Controller
Industry Financial Services
Experience
Lord, Abbett & Co. LLC November 2013 - Present
Lord, Abbett & Co. LLC January 2013 - November 2013
Lord Abbett December 2004 - January 2013
New York Life & MainStay Investments May 1998 - December 2004
Skills
Fund Accounting, Alternative Investments, Hedge Funds, Fund Administration, Asset Management, Fund Of Funds, Financial Analysis, Corporate Finance, Mutual Funds, Investment Management, Asset Allocation, Corporate Actions, Financial Services
Education
Seton Hall University 1994 — 2002
B.S. / MBA, Accounting / Finance
Lord, Abbett & Co. LLC November 2013 - Present
Lord, Abbett & Co. LLC January 2013 - November 2013
Lord Abbett December 2004 - January 2013
New York Life & MainStay Investments May 1998 - December 2004
Skills
Fund Accounting, Alternative Investments, Hedge Funds, Fund Administration, Asset Management, Fund Of Funds, Financial Analysis, Corporate Finance, Mutual Funds, Investment Management, Asset Allocation, Corporate Actions, Financial Services
Education
Seton Hall University 1994 — 2002
B.S. / MBA, Accounting / Finance
Daniel Schnipp Daniel Schnipp's New York Life & MainStay Investments Experience March 2013 - Present
Job Director at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments March 2013 - Present
New York Life & MainStay Investments September 2005 - March 2013
New York Life & MainStay Investments March 2002 - September 2005
New York Life & MainStay Investments June 1995 - March 2002
Skills
Mutual Funds, Series 7, Series 53, Series 6, IRAs, Investment Advisory, Retirement Planning, Life Insurance, 401k, Financial Planners, Fixed Annuities, FINRA, Portfolio Management, Investments, Long-term Care, 529 Plans, Variable Annuities, Securities, Retirement, Investment Management, Investment Strategies
Education
Seton Hall University 1997 — 1999
M.S., Financial Planning
Seton Hall University 1991 — 1995
Bachelor of Arts (B.A.), English, Business Minor
New York Life & MainStay Investments March 2013 - Present
New York Life & MainStay Investments September 2005 - March 2013
New York Life & MainStay Investments March 2002 - September 2005
New York Life & MainStay Investments June 1995 - March 2002
Skills
Mutual Funds, Series 7, Series 53, Series 6, IRAs, Investment Advisory, Retirement Planning, Life Insurance, 401k, Financial Planners, Fixed Annuities, FINRA, Portfolio Management, Investments, Long-term Care, 529 Plans, Variable Annuities, Securities, Retirement, Investment Management, Investment Strategies
Education
Seton Hall University 1997 — 1999
M.S., Financial Planning
Seton Hall University 1991 — 1995
Bachelor of Arts (B.A.), English, Business Minor
Eric Vollmer Eric Vollmer's New York Life & MainStay Investments Experience January 2015 - Present
Job Senior Sales Consultant – Wire Channel – New York City, Long Island, Westchester & MidHudson
Industry Financial Services
Experience
New York Life & MainStay Investments January 2015 - Present
New York Life & MainStay Investments January 2014 - December 2014
New York Life & MainStay Investments January 2012 - December 2013
New York Life & MainStay Investments July 2011 - December 2011
2010 Flynn Zito Capital Management, LLC May 2010 - September 2010
Skills
Mutual Funds, Retirement, Investments, Securities, Series 7
Education
Long Island University, C.W. Post Campus 2008 — 2011
BS/MBA, Specialization in Finance
Long Island University 2009 — 2009
Australia Program-Byron Bay, Australia and New Zealand
New York Life & MainStay Investments January 2015 - Present
New York Life & MainStay Investments January 2014 - December 2014
New York Life & MainStay Investments January 2012 - December 2013
New York Life & MainStay Investments July 2011 - December 2011
2010 Flynn Zito Capital Management, LLC May 2010 - September 2010
Skills
Mutual Funds, Retirement, Investments, Securities, Series 7
Education
Long Island University, C.W. Post Campus 2008 — 2011
BS/MBA, Specialization in Finance
Long Island University 2009 — 2009
Australia Program-Byron Bay, Australia and New Zealand
Matt Morales Matt Morales's New York Life & MainStay Investments Experience June 2013 - Present
Job Internal Sales Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments June 2013 - Present
Aflac July 2012 - June 2013
Morgan Stanley June 2011 - May 2012
Morgan Stanley May 2010 - August 2010
Village of Ridgewood June 2005 - August 2009
Skills
Financial Analysis, Microsoft Excel, Analysis, Financial Reporting, Financial Modeling
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
BSBA, Finance
New York Life & MainStay Investments June 2013 - Present
Aflac July 2012 - June 2013
Morgan Stanley June 2011 - May 2012
Morgan Stanley May 2010 - August 2010
Village of Ridgewood June 2005 - August 2009
Skills
Financial Analysis, Microsoft Excel, Analysis, Financial Reporting, Financial Modeling
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
BSBA, Finance
Gerard Salvati Gerard Salvati's New York Life & MainStay Investments Experience January 2013 - June 2014
Job Mortgage Servicing Specialist at USALLIANCE Financial
Industry Financial Services
Experience
USALLIANCE Financial May 2014 - Present
New York Life & MainStay Investments January 2013 - June 2014
P.F. Chang's China Bistro July 2009 - January 2013
Skills
Estate Planning, Financial Services, Training, Leadership, Employee Training, Sales, Microsoft Excel, Team Building, Management, PowerPoint, Microsoft Office, Microsoft Word, Recruiting, Team Leadership, Outlook, Marketing, Coaching, Social Networking, Budgets, Hiring
Education
Salem State College 2007 — 2009
None, Business, Management, Marketing, and Related Support Services, Sophomore
Salem State University 2007 — 2009
USALLIANCE Financial May 2014 - Present
New York Life & MainStay Investments January 2013 - June 2014
P.F. Chang's China Bistro July 2009 - January 2013
Skills
Estate Planning, Financial Services, Training, Leadership, Employee Training, Sales, Microsoft Excel, Team Building, Management, PowerPoint, Microsoft Office, Microsoft Word, Recruiting, Team Leadership, Outlook, Marketing, Coaching, Social Networking, Budgets, Hiring
Education
Salem State College 2007 — 2009
None, Business, Management, Marketing, and Related Support Services, Sophomore
Salem State University 2007 — 2009
Phil Constants Phil Constants's New York Life & MainStay Investments Experience February 2013 - Present
Job Internal Sales Consultant at New York Life & MainStay Investments
Industry Investment Management
Experience
New York Life & MainStay Investments February 2013 - Present
New York Life & MainStay Investments October 2012 - February 2013
Morgan Stanley Wealth Management November 2011 - August 2012
RW Promotions, LLC May 2009 - November 2011
RW Promotions May 2008 - May 2009
Approved Promotions, LLC May 2007 - May 2008
Skills
Mutual Funds, Series 7, Investments, Securities, Management, Series 66, Customer Service, Business Management, Event Management, Microsoft Office, Windows, Mac OS X, Analytics, Financial Services, Income, Annuity Product..., Asset Allocation..., Creative Problem Solving, Equity Product Knowledge, Fixed Income Product..., Guaranteed Income..., Investment Products, Marketing Strategy, Mutual Fund Product..., Relationship Management, Securities Industry, Social Media, Social Networking, Thought Leadership, Value Add Knowledge, Wealth Management...
Education
Philadelphia University 2004 — 2009
BS, Accounting
New York Life & MainStay Investments February 2013 - Present
New York Life & MainStay Investments October 2012 - February 2013
Morgan Stanley Wealth Management November 2011 - August 2012
RW Promotions, LLC May 2009 - November 2011
RW Promotions May 2008 - May 2009
Approved Promotions, LLC May 2007 - May 2008
Skills
Mutual Funds, Series 7, Investments, Securities, Management, Series 66, Customer Service, Business Management, Event Management, Microsoft Office, Windows, Mac OS X, Analytics, Financial Services, Income, Annuity Product..., Asset Allocation..., Creative Problem Solving, Equity Product Knowledge, Fixed Income Product..., Guaranteed Income..., Investment Products, Marketing Strategy, Mutual Fund Product..., Relationship Management, Securities Industry, Social Media, Social Networking, Thought Leadership, Value Add Knowledge, Wealth Management...
Education
Philadelphia University 2004 — 2009
BS, Accounting
Charles Reinhard's New York Life & MainStay Investments Experience June 2015 - Present
Job Managing Director at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments June 2015 - Present
Direxion Investments 2014 - 2015
Morgan Stanley Wealth Management 2008 - 2013
Neuberger Berman (Lehman Brothers) 2006 - 2008
Lehman Brothers 2000 - 2005
ABN AMRO Inc. 1994 - 2000
Skills
Equities, Fixed Income, Series 7, Proprietary Trading, Hedge Funds, Securitization, Alternative Investments, Asset Allocation, Portfolio Management, Global Macro, Investment Management, Investments, Equity Research, Asset Management, Bloomberg, Wealth Management, Mutual Funds, Series 24, Capital Markets, Strategy, Trading, Valuation, Securities, Investment Strategies, Series 63, Investment Advisory, Financial Advisory, ETFs, Bonds, Fund Of Funds, Retirement, FINRA, Options, Financial Services, Emerging Markets, Structured Products, Wealth Management..., Financial Markets, Private Equity, Derivatives, Equity Valuation, Separately Managed..., Investment Banking, Uniform Combined State..., Series 65, Equity Trading, Hedging, Economics, Equity Derivatives, Institutional...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Carnegie Mellon University - Tepper School of Business
BS, Economics
New York Life & MainStay Investments June 2015 - Present
Direxion Investments 2014 - 2015
Morgan Stanley Wealth Management 2008 - 2013
Neuberger Berman (Lehman Brothers) 2006 - 2008
Lehman Brothers 2000 - 2005
ABN AMRO Inc. 1994 - 2000
Skills
Equities, Fixed Income, Series 7, Proprietary Trading, Hedge Funds, Securitization, Alternative Investments, Asset Allocation, Portfolio Management, Global Macro, Investment Management, Investments, Equity Research, Asset Management, Bloomberg, Wealth Management, Mutual Funds, Series 24, Capital Markets, Strategy, Trading, Valuation, Securities, Investment Strategies, Series 63, Investment Advisory, Financial Advisory, ETFs, Bonds, Fund Of Funds, Retirement, FINRA, Options, Financial Services, Emerging Markets, Structured Products, Wealth Management..., Financial Markets, Private Equity, Derivatives, Equity Valuation, Separately Managed..., Investment Banking, Uniform Combined State..., Series 65, Equity Trading, Hedging, Economics, Equity Derivatives, Institutional...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Carnegie Mellon University - Tepper School of Business
BS, Economics
Steven DeMundo's New York Life & MainStay Investments Experience November 2013 - Present
Job Executive Council Agent at New York Life
Industry Financial Services
Experience
New York Life & MainStay Investments November 2013 - Present
National Income Life Insurance Company July 2013 - October 2013
Hudson Valley Federal Credit Union October 2011 - June 2013
Gary Goldberg Financial Services June 2011 - September 2011
Skills
Data Analysis, Microsoft Excel, Banking, Finance, Mutual Funds, PowerPoint, Life & Health Insurance..., Microsoft Access, Series 6, series 63, Analysis, Investments, Insurance, Leadership
Education
Seton Hall University 2013 — 2013
Master of Business Administration (MBA), International Business, 3.5
State University of New York College at Oneonta 2007 — 2011
Bachelor of Science, Business Economics: Finance Concentration, 3.0
New York Life & MainStay Investments November 2013 - Present
National Income Life Insurance Company July 2013 - October 2013
Hudson Valley Federal Credit Union October 2011 - June 2013
Gary Goldberg Financial Services June 2011 - September 2011
Skills
Data Analysis, Microsoft Excel, Banking, Finance, Mutual Funds, PowerPoint, Life & Health Insurance..., Microsoft Access, Series 6, series 63, Analysis, Investments, Insurance, Leadership
Education
Seton Hall University 2013 — 2013
Master of Business Administration (MBA), International Business, 3.5
State University of New York College at Oneonta 2007 — 2011
Bachelor of Science, Business Economics: Finance Concentration, 3.0
Anthony Gaudiosi Anthony Gaudiosi's New York Life & MainStay Investments Experience December 2010 - Present
Job Regional Vice President at New York Life / Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments December 2010 - Present
Lord, Abbett & Co. LLC September 2002 - November 2010
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Securities, Asset Management, Portfolio Management, Fixed Annuities, Financial Services, Strategic Financial..., Alternative Investments, 401k, Insurance, Equities, Fixed Income, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
Bachelor of Arts (BA), Economics
New York Life & MainStay Investments December 2010 - Present
Lord, Abbett & Co. LLC September 2002 - November 2010
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Securities, Asset Management, Portfolio Management, Fixed Annuities, Financial Services, Strategic Financial..., Alternative Investments, 401k, Insurance, Equities, Fixed Income, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
Bachelor of Arts (BA), Economics
Dan Chodosch, CIMA® Dan Chodosch, CIMA®'s New York Life & MainStay Investments Experience August 2007 - December 2010
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds January 2014 - Present
Transamerica March 2011 - December 2013
New York Life & MainStay Investments August 2007 - December 2010
Fred Alger and Company August 2004 - August 2007
Timber Hill LLC (presently Interactive Brokers) March 2000 - December 2003
Timber Hill LLC (presently Interactive Brokers) December 1997 - March 2000
Skills
Mutual Funds, Series 63, Investments, Separately Managed..., Fixed Annuities, Series 7, Alternative Investments, Strategic Financial..., Life and Health, Asset Allocation, Asset Management, Securities, 401k, Financial Services, Retirement Planning, Series 6, ETFs, Options, Retirement, FINRA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA®)
Franklin & Marshall College 1993 — 1997
BA
American Funds January 2014 - Present
Transamerica March 2011 - December 2013
New York Life & MainStay Investments August 2007 - December 2010
Fred Alger and Company August 2004 - August 2007
Timber Hill LLC (presently Interactive Brokers) March 2000 - December 2003
Timber Hill LLC (presently Interactive Brokers) December 1997 - March 2000
Skills
Mutual Funds, Series 63, Investments, Separately Managed..., Fixed Annuities, Series 7, Alternative Investments, Strategic Financial..., Life and Health, Asset Allocation, Asset Management, Securities, 401k, Financial Services, Retirement Planning, Series 6, ETFs, Options, Retirement, FINRA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA®)
Franklin & Marshall College 1993 — 1997
BA
Eric Hailer Eric Hailer's New York Life & MainStay Investments Experience May 2015 - Present
Job Internal Wholesaler at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments May 2015 - Present
UBS Financial Services August 2014 - April 2015
Thomson Reuters June 2013 - August 2013
Suffolk Country District Attorney's Office July 2011 - August 2011
Frozen Ropes Training Facility June 2007 - July 2009
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Marketing and Finance, Finance
Belmont Hill School 2005 — 2009
New York Life & MainStay Investments May 2015 - Present
UBS Financial Services August 2014 - April 2015
Thomson Reuters June 2013 - August 2013
Suffolk Country District Attorney's Office July 2011 - August 2011
Frozen Ropes Training Facility June 2007 - July 2009
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Marketing and Finance, Finance
Belmont Hill School 2005 — 2009
Carrie Schroen, MBA Carrie Schroen, MBA's New York Life & MainStay Investments Experience February 2009 - February 2015
Job iShares Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock February 2015 - Present
New York Life & MainStay Investments February 2009 - February 2015
Merrill Lynch August 2007 - February 2009
Travelers 2003 - 2005
Morgan Stanley Smith Barney September 2000 - October 2003
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Asset Allocation, 401k, Wealth Management, Retirement, Series 6, Investments, Separately Managed..., Uniform Combined State..., Variable Annuities, Series 65, ETFs, Alternative Investments, Investment Advisory, Securities
Education
University of Phoenix 2008 — 2010
MBA, Management
Boston College 1994 — 1998
Undergraduate, Management
BlackRock February 2015 - Present
New York Life & MainStay Investments February 2009 - February 2015
Merrill Lynch August 2007 - February 2009
Travelers 2003 - 2005
Morgan Stanley Smith Barney September 2000 - October 2003
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Asset Allocation, 401k, Wealth Management, Retirement, Series 6, Investments, Separately Managed..., Uniform Combined State..., Variable Annuities, Series 65, ETFs, Alternative Investments, Investment Advisory, Securities
Education
University of Phoenix 2008 — 2010
MBA, Management
Boston College 1994 — 1998
Undergraduate, Management
Alexander Tran's New York Life & MainStay Investments Experience December 2012 - June 2014
Job Financial Advisor at Eagle Strategies, LLC (New York Life Company)
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) July 2014 - December 2014
New York Life & MainStay Investments December 2012 - June 2014
Skills
Life Insurance, Mutual Funds, IRAs, Long Term Care Insurance, Wealth Accumulation..., Strategic Financial..., Retirement Planning, Microsoft Office, Marketing Strategy, Finance, Marketing, Social Media, Project Management, Photoshop, Advertising, PowerPoint, International Relations, Customer Service, AutoCAD, Investments, Budgets, Financial Analysis, Insurance, Financial Modeling, Leadership
Education
Pepperdine University 2008 — 2012
Bachelor of Science (BS), Business Administration
PEPPERDINE UNIVERSITY SHANGHAI 2009 — 2010
Bachelor of Science (BS), Business Administration
Eagle Strategies, LLC (New York Life Company) July 2014 - December 2014
New York Life & MainStay Investments December 2012 - June 2014
Skills
Life Insurance, Mutual Funds, IRAs, Long Term Care Insurance, Wealth Accumulation..., Strategic Financial..., Retirement Planning, Microsoft Office, Marketing Strategy, Finance, Marketing, Social Media, Project Management, Photoshop, Advertising, PowerPoint, International Relations, Customer Service, AutoCAD, Investments, Budgets, Financial Analysis, Insurance, Financial Modeling, Leadership
Education
Pepperdine University 2008 — 2012
Bachelor of Science (BS), Business Administration
PEPPERDINE UNIVERSITY SHANGHAI 2009 — 2010
Bachelor of Science (BS), Business Administration
Lynn Maynard Lynn Maynard's New York Life & MainStay Investments Experience 1999 - 2000
Job Assistant Director of Security, Compliance & Administrative Services at Messiah College
Industry Higher Education
Experience
Messiah College July 2012 - Present
Messiah College April 2005 - Present
New York Life & MainStay Investments 1999 - 2000
Edgewater Psych 1993 - 2000
Skills
Higher Education, Event Planning, Microsoft Office, Student Affairs, PowerPoint, Fundraising, Leadership Development, Public Speaking, Research, Leadership, Program Development, Policy, Teaching, Training, Organizational..., Community Outreach, Nonprofits
Education
Messiah College 1991 — 1994
Bachelor of Arts (BA), Human Development, Family Studies, and Related Services
Northeastern Christian Jr. College 1989 — 1991
Associate of Arts (A.A.), Psychology
Messiah College July 2012 - Present
Messiah College April 2005 - Present
New York Life & MainStay Investments 1999 - 2000
Edgewater Psych 1993 - 2000
Skills
Higher Education, Event Planning, Microsoft Office, Student Affairs, PowerPoint, Fundraising, Leadership Development, Public Speaking, Research, Leadership, Program Development, Policy, Teaching, Training, Organizational..., Community Outreach, Nonprofits
Education
Messiah College 1991 — 1994
Bachelor of Arts (BA), Human Development, Family Studies, and Related Services
Northeastern Christian Jr. College 1989 — 1991
Associate of Arts (A.A.), Psychology
Gregg Comeaux Gregg Comeaux's New York Life & MainStay Investments Experience July 2014 - May 2015
Job Regional Vice President at Bluerock Capital Markets
Industry Financial Services
Experience
Bluerock Real Estate June 2015 - Present
New York Life & MainStay Investments July 2014 - May 2015
Swank Capital, LLC August 2011 - July 2014
Pine Point Commodities Group July 2010 - August 2011
Deutsche Bank 2005 - April 2010
Scudder Investments December 1999 - 2005
Continental Grain June 1994 - January 1999
Stein Roe & Farnham 1998 - 1999
Skills
Asset Managment, Hedge Funds, Mutual Funds
Education
DePaul University
BA, Marketing
DePaul University
Bluerock Real Estate June 2015 - Present
New York Life & MainStay Investments July 2014 - May 2015
Swank Capital, LLC August 2011 - July 2014
Pine Point Commodities Group July 2010 - August 2011
Deutsche Bank 2005 - April 2010
Scudder Investments December 1999 - 2005
Continental Grain June 1994 - January 1999
Stein Roe & Farnham 1998 - 1999
Skills
Asset Managment, Hedge Funds, Mutual Funds
Education
DePaul University
BA, Marketing
DePaul University
Beth Sumner Strange Beth Sumner Strange's New York Life & MainStay Investments Experience September 2014 - Present
Job Channel Marketing at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments September 2014 - Present
Cole Capital February 2012 - June 2012
Natixis Global Associates April 2006 - August 2011
John Hancock Annuities March 2005 - April 2006
Columbia Management Group 2001 - 2005
Skills
Mutual Funds, Asset Management, Investments, Portfolio Management, Marketing
Education
Hartwick College 1993 — 1997
BA
New York Life & MainStay Investments September 2014 - Present
Cole Capital February 2012 - June 2012
Natixis Global Associates April 2006 - August 2011
John Hancock Annuities March 2005 - April 2006
Columbia Management Group 2001 - 2005
Skills
Mutual Funds, Asset Management, Investments, Portfolio Management, Marketing
Education
Hartwick College 1993 — 1997
BA
Andrew Oladipo Andrew Oladipo's New York Life & MainStay Investments Experience November 2010 - Present
Job Regional Vice President at New York Life & Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments November 2010 - Present
Legg Mason June 2006 - November 2010
Morgan Stanley July 2004 - May 2006
Skills
Mutual Funds, Series 7, Series 63, Fixed Annuities, Series 24, Finance, Retirement, Investments, Customer Service, business management, Financial Services, Fixed Income, Income, Management, Marketing Strategy, Public Speaking, Relationship Management, Securities, Social Media, 401k, Asset Allocation, Investment Advisory
Education
The University of Connecticut School of Business 2007 — 2009
M.B.A., Management, Marketing
Colgate University 2000 — 2004
B.A., International Relations, Economics
New York Life & MainStay Investments November 2010 - Present
Legg Mason June 2006 - November 2010
Morgan Stanley July 2004 - May 2006
Skills
Mutual Funds, Series 7, Series 63, Fixed Annuities, Series 24, Finance, Retirement, Investments, Customer Service, business management, Financial Services, Fixed Income, Income, Management, Marketing Strategy, Public Speaking, Relationship Management, Securities, Social Media, 401k, Asset Allocation, Investment Advisory
Education
The University of Connecticut School of Business 2007 — 2009
M.B.A., Management, Marketing
Colgate University 2000 — 2004
B.A., International Relations, Economics
Fred Spreen's New York Life & MainStay Investments Experience April 2013 - June 2015
Job Director, Midwest Region at New York Life Stable Value Investments
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company May 2015 - July 2015
New York Life & MainStay Investments April 2013 - June 2015
Wells Fargo May 2008 - April 2013
Spreen & Co. February 2003 - April 2008
Hedge Fund Alternatives 2007 - 2008
Prudential Retirement Services 1997 - 2003
Prudential Financial 1995 - 2003
Nabisco 1986 - 1995
Skills
Branding & Identity, Investments, Series 7, Retirement, Defined Benefit, Selling, Alternative Investments, Insurance, Asset Allocation, Series 63, 401k, Wealth Management, Mutual Funds, Defined Contribution, Series 6, Retirement Planning, Securities, FINRA, Investment Advisory, Financial Services, Investment Strategies, Series 65, Investment Management, Uniform Combined State..., Financial Advisory, IRAs, Fixed Annuities, Equities, Separately Managed..., Series 24, ETFs, Asset Management, Retirement Plan..., Pensions, Sales
Education
Seton Hall University 1984 — 1989
BS, Political Science
pompton lakes hs 1980 — 1984
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company May 2015 - July 2015
New York Life & MainStay Investments April 2013 - June 2015
Wells Fargo May 2008 - April 2013
Spreen & Co. February 2003 - April 2008
Hedge Fund Alternatives 2007 - 2008
Prudential Retirement Services 1997 - 2003
Prudential Financial 1995 - 2003
Nabisco 1986 - 1995
Skills
Branding & Identity, Investments, Series 7, Retirement, Defined Benefit, Selling, Alternative Investments, Insurance, Asset Allocation, Series 63, 401k, Wealth Management, Mutual Funds, Defined Contribution, Series 6, Retirement Planning, Securities, FINRA, Investment Advisory, Financial Services, Investment Strategies, Series 65, Investment Management, Uniform Combined State..., Financial Advisory, IRAs, Fixed Annuities, Equities, Separately Managed..., Series 24, ETFs, Asset Management, Retirement Plan..., Pensions, Sales
Education
Seton Hall University 1984 — 1989
BS, Political Science
pompton lakes hs 1980 — 1984
Bill Watson, CMFC® Bill Watson, CMFC®'s New York Life & MainStay Investments Experience October 2014 - Present
Job Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments October 2014 - Present
Columbia Management January 2014 - October 2014
SunAmerica Financial Group May 2013 - December 2013
The Hartford August 2011 - May 2013
The Hartford February 2003 - September 2011
Dreyfus Investments February 2000 - February 2003
Federated Investors, Inc. May 1998 - February 2000
The Hartford May 1996 - May 1998
Skills
Series 7, Mutual Funds, Series 63, Asset Management, Wholesaling, Wholesale, Retirement Planning, 401k, Retirement, Series 6, Fixed Annuities, Separately Managed..., Asset Allocation, Series 65, Wealth Management, Series 24
Education
Northwestern University - Kellogg School of Management 2011 — 2011
Kutztown University of Pennsylvania 1991 — 1995
Bachelor of Science (BS)
New York Life & MainStay Investments October 2014 - Present
Columbia Management January 2014 - October 2014
SunAmerica Financial Group May 2013 - December 2013
The Hartford August 2011 - May 2013
The Hartford February 2003 - September 2011
Dreyfus Investments February 2000 - February 2003
Federated Investors, Inc. May 1998 - February 2000
The Hartford May 1996 - May 1998
Skills
Series 7, Mutual Funds, Series 63, Asset Management, Wholesaling, Wholesale, Retirement Planning, 401k, Retirement, Series 6, Fixed Annuities, Separately Managed..., Asset Allocation, Series 65, Wealth Management, Series 24
Education
Northwestern University - Kellogg School of Management 2011 — 2011
Kutztown University of Pennsylvania 1991 — 1995
Bachelor of Science (BS)
Michael Wulff Michael Wulff's New York Life & MainStay Investments Experience June 2015 - Present
Job Associate Accountant at New York Life, Graduated StudentAthlete from St. Peter's University.
Industry Accounting
Experience
New York Life & MainStay Investments June 2015 - Present
PSEG June 2014 - August 2014
Gateway Security Systems August 2011 - August 2013
Extra Innings November 2010 - June 2011
Prospects Sports Academy December 2010 - February 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research, Leadership
Education
Saint Peter's University 2011 — 2015
Bachelor's Degree, Accounting, Senior
New York Life & MainStay Investments June 2015 - Present
PSEG June 2014 - August 2014
Gateway Security Systems August 2011 - August 2013
Extra Innings November 2010 - June 2011
Prospects Sports Academy December 2010 - February 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research, Leadership
Education
Saint Peter's University 2011 — 2015
Bachelor's Degree, Accounting, Senior
Marta Hansen, CPA, MBA's New York Life & MainStay Investments Experience May 2012 - Present
Job Director Regulatory and Financial Reporting (FINOP)
Industry Accounting
Experience
New York Life & MainStay Investments May 2012 - Present
Barclays Investment Bank April 2010 - April 2012
Merrill Lynch 2007 - 2010
BMO Capital Markets July 2004 - May 2007
Skills
Finance, Securities, Mutual Funds, Hedge Funds, Asset Allocation, Treasury Management, Financial Modeling, Back Office, Trading Systems, Bloomberg, Cash Management, AML, Accounting, Equities, Financial Advisory, Fixed Income, Series 24, Retirement Planning, Wealth Management, Capital Markets, CPA, Corporate Finance, Financial Reporting, Series 7, FINRA, Investments, Asset Management, Financial Planning, Management
Education
Capella University 2006 — 2009
Master of Business Administration (M.B.A.), Finance
New Jersey City University 1999 — 2002
Bachelor of Applied Science (BASc), Accounting
New York Life & MainStay Investments May 2012 - Present
Barclays Investment Bank April 2010 - April 2012
Merrill Lynch 2007 - 2010
BMO Capital Markets July 2004 - May 2007
Skills
Finance, Securities, Mutual Funds, Hedge Funds, Asset Allocation, Treasury Management, Financial Modeling, Back Office, Trading Systems, Bloomberg, Cash Management, AML, Accounting, Equities, Financial Advisory, Fixed Income, Series 24, Retirement Planning, Wealth Management, Capital Markets, CPA, Corporate Finance, Financial Reporting, Series 7, FINRA, Investments, Asset Management, Financial Planning, Management
Education
Capella University 2006 — 2009
Master of Business Administration (M.B.A.), Finance
New Jersey City University 1999 — 2002
Bachelor of Applied Science (BASc), Accounting
Anthony Prieto's New York Life & MainStay Investments Experience February 2015 - Present
Job Junior Marketing Analyst
Industry Marketing and Advertising
Experience
New York Life & MainStay Investments February 2015 - Present
Anthony Prieto Entertainment May 2003 - Present
Giorgio Armani August 2014 - December 2014
Transatlantic Reinsurance Company May 2009 - May 2012
University of Miami January 2009 - May 2010
Macy's Water Tower October 2007 - June 2008
Education
Saint Peters University 2013 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 3.8
University of Miami 2008 — 2010
Bachelor, Management, Marketing
DePaul University 2008 — 2009
Business Management and Organization
Saint Peter's Prep 2003 — 2007
New York Life & MainStay Investments February 2015 - Present
Anthony Prieto Entertainment May 2003 - Present
Giorgio Armani August 2014 - December 2014
Transatlantic Reinsurance Company May 2009 - May 2012
University of Miami January 2009 - May 2010
Macy's Water Tower October 2007 - June 2008
Education
Saint Peters University 2013 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 3.8
University of Miami 2008 — 2010
Bachelor, Management, Marketing
DePaul University 2008 — 2009
Business Management and Organization
Saint Peter's Prep 2003 — 2007
Alexander Dorf Alexander Dorf's New York Life & MainStay Investments Experience May 2014 - August 2014
Job Senior Investment Analyst Private Markets at UPS
Industry Venture Capital & Private Equity
Experience
UPS July 2015 - Present
Hunters Gate Holdings November 2014 - April 2015
New York Life & MainStay Investments May 2014 - August 2014
US Army October 2012 - May 2013
US Army May 2012 - October 2012
US Army March 2012 - May 2012
US Army June 2011 - March 2012
US Army May 2010 - October 2011
US Army September 2010 - September 2011
Compensation Resources, Inc. May 2006 - July 2008
Education
Goizueta Business School, Emory University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Alternative Investments, Bank of America / Mills B. Lane Scholarship
Vanderbilt University 2005 — 2009
BE, Mechanical Engineering, Engineering Management, U.S. Army 4 Year ROTC Scholarship
UPS July 2015 - Present
Hunters Gate Holdings November 2014 - April 2015
New York Life & MainStay Investments May 2014 - August 2014
US Army October 2012 - May 2013
US Army May 2012 - October 2012
US Army March 2012 - May 2012
US Army June 2011 - March 2012
US Army May 2010 - October 2011
US Army September 2010 - September 2011
Compensation Resources, Inc. May 2006 - July 2008
Education
Goizueta Business School, Emory University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Alternative Investments, Bank of America / Mills B. Lane Scholarship
Vanderbilt University 2005 — 2009
BE, Mechanical Engineering, Engineering Management, U.S. Army 4 Year ROTC Scholarship
Gian Paolella's New York Life & MainStay Investments Experience February 2014 - Present
Job Internal Wholesaler at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments February 2014 - Present
O'Neill Consulting Group LLC (Retained Executive Search firm) July 2013 - January 2014
Bonnet Shores Beach Club May 2008 - September 2011
Game On! Fenway April 2011 - May 2011
Boston University School of Management September 2009 - May 2010
Skills
Microsoft Excel, Windows, Alto Saxophone, PowerPoint, Event Management, Public Speaking, Financial Analysis, Access, Fundraising, Data Analysis, Research, Customer Service, Sourcing, Cold Calling, Recruiting, Macintosh Applications, Microsoft Powerpoint, Microsoft Access, Spanish-speaking, Italian languages, Leadership, Social Media, Spanish, Sales
Education
Bishop Hendricken High School
Boston University - School of Management
Bachelor of Science, Business Administration
New York Life & MainStay Investments February 2014 - Present
O'Neill Consulting Group LLC (Retained Executive Search firm) July 2013 - January 2014
Bonnet Shores Beach Club May 2008 - September 2011
Game On! Fenway April 2011 - May 2011
Boston University School of Management September 2009 - May 2010
Skills
Microsoft Excel, Windows, Alto Saxophone, PowerPoint, Event Management, Public Speaking, Financial Analysis, Access, Fundraising, Data Analysis, Research, Customer Service, Sourcing, Cold Calling, Recruiting, Macintosh Applications, Microsoft Powerpoint, Microsoft Access, Spanish-speaking, Italian languages, Leadership, Social Media, Spanish, Sales
Education
Bishop Hendricken High School
Boston University - School of Management
Bachelor of Science, Business Administration
Callie Conroy Callie Conroy's New York Life & MainStay Investments Experience July 2015 - Present
Job Mutual Fund Specialist at New York Life & MainStay Investments
Industry Marketing and Advertising
Experience
New York Life & MainStay Investments July 2015 - Present
The Pennsylvania State University August 2014 - May 2015
Leary, Bride, Tinker, & Moran Law Firm May 2014 - December 2014
The Pennsylvania State University January 2014 - May 2014
The Children's Place August 2012 - May 2013
Education
Morris Knolls High School
Penn State University 2011 — 2015
Bachelor's Degree, Communication Arts and Sciences
Penn State University 2011 — 2015
Minor, Business and the Liberal Arts
New York Life & MainStay Investments July 2015 - Present
The Pennsylvania State University August 2014 - May 2015
Leary, Bride, Tinker, & Moran Law Firm May 2014 - December 2014
The Pennsylvania State University January 2014 - May 2014
The Children's Place August 2012 - May 2013
Education
Morris Knolls High School
Penn State University 2011 — 2015
Bachelor's Degree, Communication Arts and Sciences
Penn State University 2011 — 2015
Minor, Business and the Liberal Arts
David Sjursen David Sjursen's New York Life & MainStay Investments Experience April 2010 - July 2010
Job Chairman & CEO
Industry Management Consulting
Experience
EXANTE REGULATORY COMPLIANCE CONSULTANTS INC., USPTO Serial #86607532 February 2015 - Present
250 Market Strategists Inc. USPTO Registration #4582975 September 2012 - Present
US Chamber of Commerce 2014 - 2014
UNLV Funding Post Investor Roundtable January 2013 - January 2013
UnitedHealth Group July 2012 - October 2012
New York Life & MainStay Investments April 2010 - July 2010
AXA Advisors October 2006 - August 2007
CITIGRUP GLOBAL MARKETS October 2000 - January 2006
Skills
Foreign Exchange, Mergers & Acquisitions, Valuation, Investment Due Diligence, Commodity Futures, Interest Rate Hedging, Speculating with..., Fiduciary Standard of..., Suitability Standards, Hedge Fund Transparency..., Managed Futures, Delta Neutral Hedging, Advanced Equity Option..., Spread Trading with...
Education
New York State Life Insurance Continuing Education 2014 — 2014
Life Insurance for Business Planning, 90
Options Industry Council 2014 — 2014
Advanced Equity Options strategies
FINRA Compliance Bootcamp, Georgetown University 2009 — 2009
Regulatory Compliance
New York Institute of Finance 2006 — 2008
National Registry of CPE Sponsors, Specialized Knowledge and Application: Asset & Liability Management, Certificate Of Completion
New Jersey City University
Bachelor's Degree, Business Administration, GPA 3.4
EXANTE REGULATORY COMPLIANCE CONSULTANTS INC., USPTO Serial #86607532 February 2015 - Present
250 Market Strategists Inc. USPTO Registration #4582975 September 2012 - Present
US Chamber of Commerce 2014 - 2014
UNLV Funding Post Investor Roundtable January 2013 - January 2013
UnitedHealth Group July 2012 - October 2012
New York Life & MainStay Investments April 2010 - July 2010
AXA Advisors October 2006 - August 2007
CITIGRUP GLOBAL MARKETS October 2000 - January 2006
Skills
Foreign Exchange, Mergers & Acquisitions, Valuation, Investment Due Diligence, Commodity Futures, Interest Rate Hedging, Speculating with..., Fiduciary Standard of..., Suitability Standards, Hedge Fund Transparency..., Managed Futures, Delta Neutral Hedging, Advanced Equity Option..., Spread Trading with...
Education
New York State Life Insurance Continuing Education 2014 — 2014
Life Insurance for Business Planning, 90
Options Industry Council 2014 — 2014
Advanced Equity Options strategies
FINRA Compliance Bootcamp, Georgetown University 2009 — 2009
Regulatory Compliance
New York Institute of Finance 2006 — 2008
National Registry of CPE Sponsors, Specialized Knowledge and Application: Asset & Liability Management, Certificate Of Completion
New Jersey City University
Bachelor's Degree, Business Administration, GPA 3.4
Maria Dementiev Maria Dementiev's New York Life & MainStay Investments Experience September 2013 - December 2013
Job Programmatic Media Specialist at Medicx Media Solutions
Industry Marketing and Advertising
Experience
Medicx Media Solutions July 2015 - Present
Cadreon (IPG Mediabrands) April 2015 - July 2015
Cadreon (IPG Mediabrands) April 2014 - March 2015
The Fertility Authority January 2014 - March 2014
New York Life & MainStay Investments September 2013 - December 2013
Case Western Reserve University May 2012 - December 2012
Skills
Investments, Digital Marketing, Advertising, Finance, Demand Side Platform, Web Analytics, Google Analytics, SQL, Online Marketing, Marketing Analytics, Marketing Strategy, Customer Service, SEO, SEM, Entrepreneurship, Web Design, Content Marketing, HTML, CSS
Education
Case Western Reserve University 2009 — 2013
Bachelor of Arts (B.A.), Biology, Psychology
Medicx Media Solutions July 2015 - Present
Cadreon (IPG Mediabrands) April 2015 - July 2015
Cadreon (IPG Mediabrands) April 2014 - March 2015
The Fertility Authority January 2014 - March 2014
New York Life & MainStay Investments September 2013 - December 2013
Case Western Reserve University May 2012 - December 2012
Skills
Investments, Digital Marketing, Advertising, Finance, Demand Side Platform, Web Analytics, Google Analytics, SQL, Online Marketing, Marketing Analytics, Marketing Strategy, Customer Service, SEO, SEM, Entrepreneurship, Web Design, Content Marketing, HTML, CSS
Education
Case Western Reserve University 2009 — 2013
Bachelor of Arts (B.A.), Biology, Psychology
Amanda Montgomery Amanda Montgomery's New York Life & MainStay Investments Experience June 2014 - Present
Job Senior Marketing Associate at New York Life & MainStay Investments
Industry Marketing and Advertising
Experience
New York Life & MainStay Investments June 2014 - Present
Testo USA June 2013 - June 2014
NRT August 2008 - May 2013
City of Boston March 2008 - August 2008
JSQ Educational Foundation January 2007 - May 2008
Alzheimer's Association® 2007 - 2007
Skills
Marketing, Online Marketing, Marketing Communications, Social Media Marketing, Advertising, Social Media, Marketing Strategy, Market Research, Web Design, Strategic Planning, Integrated Marketing, Web Development, Photoshop, Digital Marketing, Lead Generation, SEO, Organizational..., Organizational..., Management, Graphic Design, Google Analytics, Project Management, Marketo, SEM, Event Management
Education
College of Saint Elizabeth 2009 — 2012
Master of Science (M.S.), Organizational Change Management
Emerson College 2007 — 2008
Bachelor of Science (B.S.), Marketing Communications: Advertising and Public Relations
New York Life & MainStay Investments June 2014 - Present
Testo USA June 2013 - June 2014
NRT August 2008 - May 2013
City of Boston March 2008 - August 2008
JSQ Educational Foundation January 2007 - May 2008
Alzheimer's Association® 2007 - 2007
Skills
Marketing, Online Marketing, Marketing Communications, Social Media Marketing, Advertising, Social Media, Marketing Strategy, Market Research, Web Design, Strategic Planning, Integrated Marketing, Web Development, Photoshop, Digital Marketing, Lead Generation, SEO, Organizational..., Organizational..., Management, Graphic Design, Google Analytics, Project Management, Marketo, SEM, Event Management
Education
College of Saint Elizabeth 2009 — 2012
Master of Science (M.S.), Organizational Change Management
Emerson College 2007 — 2008
Bachelor of Science (B.S.), Marketing Communications: Advertising and Public Relations
Russell Rabadeau Russell Rabadeau's New York Life & MainStay Investments Experience October 2005 - July 2010
Job Vice President, Investment Officer at Rabadeau Investment Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2010 - Present
New York Life & MainStay Investments October 2005 - July 2010
Prudential Financial June 2004 - September 2005
Skills
Investments, Mutual Funds, Finance, Retirement Planning, Securities, Financial Advisory, Retirement, Investment Strategies, ETFs, Alternative Investments, Financial Services
Education
Lycoming College 2000 — 2004
Scotch Plains Fanwood High School
Wells Fargo Advisors July 2010 - Present
New York Life & MainStay Investments October 2005 - July 2010
Prudential Financial June 2004 - September 2005
Skills
Investments, Mutual Funds, Finance, Retirement Planning, Securities, Financial Advisory, Retirement, Investment Strategies, ETFs, Alternative Investments, Financial Services
Education
Lycoming College 2000 — 2004
Scotch Plains Fanwood High School
Michelle Rodriguez-Mohr's New York Life & MainStay Investments Experience November 2014 - Present
Job Recruiting Coordinator/Training Liaison
Industry Financial Services
Experience
New York Life & MainStay Investments November 2014 - Present
McCraren Compliance October 2012 - May 2015
Bank of America February 2005 - February 2012
Skills
Customer Service, Coaching, Strategic Planning, Microsoft Office, Sales, Team Building, Leadership, Microsoft Word, Marketing Strategy, Management, Sales Management
Education
Pima Community College 2001 — 2004
Associates of Liberal Arts, Business Administration and Management, General
New York Life & MainStay Investments November 2014 - Present
McCraren Compliance October 2012 - May 2015
Bank of America February 2005 - February 2012
Skills
Customer Service, Coaching, Strategic Planning, Microsoft Office, Sales, Team Building, Leadership, Microsoft Word, Marketing Strategy, Management, Sales Management
Education
Pima Community College 2001 — 2004
Associates of Liberal Arts, Business Administration and Management, General
Blake Sias's New York Life & MainStay Investments Experience January 2000 - August 2001
Job Sr. Business Analyst at Shopper Events
Industry Retail
Experience
Shopper Events November 2014 - Present
Sam's Club January 2010 - November 2014
Walmart August 2007 - January 2010
Fannie Mae October 2005 - August 2007
Fannie Mae July 2003 - October 2005
New York Life & MainStay Investments January 2000 - August 2001
New York Life & MainStay Investments November 1999 - January 2000
Skills
Cross-functional Team..., Forecasting, Product Development, Strategic Planning, Product Management, Project Planning, Competitive Analysis, Trend Analysis, Brand Management, Retail, Pricing, Inventory Management, Merchandising, Market Research, Team Building, Supply Chain, Strategy, Purchasing, Management, Leadership
Education
Howard University 2001 — 2003
MBA, Marketing
Rutgers University-New Brunswick 1992 — 1996
BS, Finance
Shopper Events November 2014 - Present
Sam's Club January 2010 - November 2014
Walmart August 2007 - January 2010
Fannie Mae October 2005 - August 2007
Fannie Mae July 2003 - October 2005
New York Life & MainStay Investments January 2000 - August 2001
New York Life & MainStay Investments November 1999 - January 2000
Skills
Cross-functional Team..., Forecasting, Product Development, Strategic Planning, Product Management, Project Planning, Competitive Analysis, Trend Analysis, Brand Management, Retail, Pricing, Inventory Management, Merchandising, Market Research, Team Building, Supply Chain, Strategy, Purchasing, Management, Leadership
Education
Howard University 2001 — 2003
MBA, Marketing
Rutgers University-New Brunswick 1992 — 1996
BS, Finance
Cody Blankenship Cody Blankenship's New York Life & MainStay Investments Experience April 2015 - Present
Job Financial Advisor at New York Life & MainStay Investments
Industry Food & Beverages
Experience
New York Life & MainStay Investments April 2015 - Present
Topper's Pizza Franchise Office September 2013 - January 2014
Skills
Food & Beverage, Food, Food Service, Restaurant Management, Restaurants, Computer Science, C++, Software Engineering, Beverage Development, Life Insurance, Financial Planning, Wine Sales, Wine & Spirits Industry, Craft Beer, Brewing, People Skills
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor's Degree, Computer Science
Johnson & Wales University 2009 — 2011
Associate's degree, Culinary Arts
New York Life & MainStay Investments April 2015 - Present
Topper's Pizza Franchise Office September 2013 - January 2014
Skills
Food & Beverage, Food, Food Service, Restaurant Management, Restaurants, Computer Science, C++, Software Engineering, Beverage Development, Life Insurance, Financial Planning, Wine Sales, Wine & Spirits Industry, Craft Beer, Brewing, People Skills
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor's Degree, Computer Science
Johnson & Wales University 2009 — 2011
Associate's degree, Culinary Arts
Dan Minnis's New York Life & MainStay Investments Experience January 2014 - Present
Job Internal Wholesaler at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2014 - Present
New York Life & MainStay Investments June 2013 - December 2013
Merrill Lynch January 2012 - June 2013
Bucknell University July 2008 - May 2009
Skills
Investments, Spanish, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Series 7, Series 66, Bloomberg Terminal, Salesforce.com, Customer Service, Customer Relations, Internet Research, Teamwork, English, Word, Outlook, Research, Problem Solving
Education
Bucknell University 2007 — 2011
Bachelors of Science, Business Administration and Management, General
Universidad de Granada 2010 — 2010
Bachelor of Arts (B.A.), Spanish
New York Life & MainStay Investments January 2014 - Present
New York Life & MainStay Investments June 2013 - December 2013
Merrill Lynch January 2012 - June 2013
Bucknell University July 2008 - May 2009
Skills
Investments, Spanish, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Series 7, Series 66, Bloomberg Terminal, Salesforce.com, Customer Service, Customer Relations, Internet Research, Teamwork, English, Word, Outlook, Research, Problem Solving
Education
Bucknell University 2007 — 2011
Bachelors of Science, Business Administration and Management, General
Universidad de Granada 2010 — 2010
Bachelor of Arts (B.A.), Spanish
Daniel J. Thomas's New York Life & MainStay Investments Experience April 2009 - September 2010
Job Supervisor, United HealthCare Consumer Services Employer & Individual
Industry Consumer Services
Experience
UnitedHealth Group February 2014 - Present
State Farm Bank December 2012 - January 2014
T-Mobile USA October 2010 - October 2012
New York Life & MainStay Investments April 2009 - September 2010
Skills
Call Centers, Customer Experience, Customer Satisfaction, Customer Retention, Customer Service, Team Leadership, Sales, Vendor Management, Account Management, Process Improvement, Management, Troubleshooting, Outlook, Team Building, Leadership, Public Speaking, Microsoft Office, Training, Leadership Development, Coaching, Microsoft Word, Strategic Planning, Credit, Communication, Nonprofits, Social Networking, Teaching, PowerPoint
Education
University of Phoenix 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Herzing University-Winter Park 2004 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
UnitedHealth Group February 2014 - Present
State Farm Bank December 2012 - January 2014
T-Mobile USA October 2010 - October 2012
New York Life & MainStay Investments April 2009 - September 2010
Skills
Call Centers, Customer Experience, Customer Satisfaction, Customer Retention, Customer Service, Team Leadership, Sales, Vendor Management, Account Management, Process Improvement, Management, Troubleshooting, Outlook, Team Building, Leadership, Public Speaking, Microsoft Office, Training, Leadership Development, Coaching, Microsoft Word, Strategic Planning, Credit, Communication, Nonprofits, Social Networking, Teaching, PowerPoint
Education
University of Phoenix 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Herzing University-Winter Park 2004 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
Timberly Davis's New York Life & MainStay Investments Experience October 2014 - November 2014
Job Office Administration Management
Industry Investment Management
Experience
New York Life & MainStay Investments October 2014 - November 2014
CDG Group December 2013 - June 2014
FX Concepts January 2011 - December 2013
BraSmyth of Broadway October 2006 - December 2010
Lord & Taylor April 2004 - October 2006
Utendahl Capital Partners June 2002 - January 2004
Skills
Marketing, Data Entry, Sales, Microsoft Office, Management, Administration, Time Management, Human Resources, Communication, Event Management, Office Equipment, Social Networking, Public Relations, Insurance, Accounting, Public Speaking, Invoicing, Employee Benefits, Customer Service, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Event Planning, Team Building
Education
Berkeley College-New York 2005 — 2008
Bachelor of Business Administration (B.B.A.), Marketing, 3.4
Bauder College 1999 — 2002
Associate of Arts (A.A.), Fashion Merchandising, 3.7
Clark Atlanta University 1998 — 2000
Allied Health and Medical Assisting Services
New York Life & MainStay Investments October 2014 - November 2014
CDG Group December 2013 - June 2014
FX Concepts January 2011 - December 2013
BraSmyth of Broadway October 2006 - December 2010
Lord & Taylor April 2004 - October 2006
Utendahl Capital Partners June 2002 - January 2004
Skills
Marketing, Data Entry, Sales, Microsoft Office, Management, Administration, Time Management, Human Resources, Communication, Event Management, Office Equipment, Social Networking, Public Relations, Insurance, Accounting, Public Speaking, Invoicing, Employee Benefits, Customer Service, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Event Planning, Team Building
Education
Berkeley College-New York 2005 — 2008
Bachelor of Business Administration (B.B.A.), Marketing, 3.4
Bauder College 1999 — 2002
Associate of Arts (A.A.), Fashion Merchandising, 3.7
Clark Atlanta University 1998 — 2000
Allied Health and Medical Assisting Services
Tony Ashcraft's New York Life & MainStay Investments Experience June 2012 - Present
Job Financial Services Professional at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments June 2012 - Present
New York Life Insurance Company 2012 - Present
Charleston County School District August 2011 - June 2012
Dorchester County Public Schools August 2008 - July 2011
Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Wealth Management, Fixed Income, Financial Services, Securities, Financial Planning, Small Business, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Retirement
Education
Eastern Michigan University 2002 — 2004
Master's degree, Education
Eastern Michigan University 1997 — 2002
Bachelor's degree, Business/Corporate Communications
New York Life & MainStay Investments June 2012 - Present
New York Life Insurance Company 2012 - Present
Charleston County School District August 2011 - June 2012
Dorchester County Public Schools August 2008 - July 2011
Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Wealth Management, Fixed Income, Financial Services, Securities, Financial Planning, Small Business, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Retirement
Education
Eastern Michigan University 2002 — 2004
Master's degree, Education
Eastern Michigan University 1997 — 2002
Bachelor's degree, Business/Corporate Communications
Nicolas Ferrer Nicolas Ferrer's New York Life & MainStay Investments Experience December 2014 - Present
Job Specialist at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments December 2014 - Present
Hertz June 2014 - December 2014
Applebee's June 2011 - December 2014
New Jersey Democratic Coordinating Campaign September 2012 - November 2012
Kerasotes Theaters September 2009 - September 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Bachelor of Arts (BA), Political Science
New Jersey City University 2008 — 2010
New York Life & MainStay Investments December 2014 - Present
Hertz June 2014 - December 2014
Applebee's June 2011 - December 2014
New Jersey Democratic Coordinating Campaign September 2012 - November 2012
Kerasotes Theaters September 2009 - September 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Bachelor of Arts (BA), Political Science
New Jersey City University 2008 — 2010
Henry D Clay Henry D Clay's New York Life & MainStay Investments Experience January 2012 - November 2013
Job Founder/CEO & Philanthropist
Industry Financial Services
Experience
Mchenlex International LLC October 2014 - Present
Mutual of Omaha November 2013 - March 2014
New York Life & MainStay Investments January 2012 - November 2013
Skills
Music, Music Education, Investments, Mutual Funds, Retirement Planning, Composition, Fixed Annuities, Saxophone, Band, Insurance, Customer Service, Finance, Singing, Budgets, Disability Insurance, Strategic Financial..., Long-term Care, Banking, Financial Analysis, Time Management, Healthcare, Portfolio Management, Employee Benefits, Financial Planning, Leadership, Public Speaking, Strategic Planning
Education
Mississippi College 2012 — 2017
Business Administration and Management, General
Mchenlex International LLC October 2014 - Present
Mutual of Omaha November 2013 - March 2014
New York Life & MainStay Investments January 2012 - November 2013
Skills
Music, Music Education, Investments, Mutual Funds, Retirement Planning, Composition, Fixed Annuities, Saxophone, Band, Insurance, Customer Service, Finance, Singing, Budgets, Disability Insurance, Strategic Financial..., Long-term Care, Banking, Financial Analysis, Time Management, Healthcare, Portfolio Management, Employee Benefits, Financial Planning, Leadership, Public Speaking, Strategic Planning
Education
Mississippi College 2012 — 2017
Business Administration and Management, General
Alison Gourd Alison Gourd's New York Life & MainStay Investments Experience June 2012 - April 2014
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2014 - Present
New York Life & MainStay Investments June 2012 - April 2014
UBS Wealth Management June 2011 - July 2011
Sirius Thinking, Ltd. June 2010 - August 2010
Gianmaria Buccellati May 2009 - July 2009
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
J.P. Morgan Asset Management April 2014 - Present
New York Life & MainStay Investments June 2012 - April 2014
UBS Wealth Management June 2011 - July 2011
Sirius Thinking, Ltd. June 2010 - August 2010
Gianmaria Buccellati May 2009 - July 2009
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
Jason Smothers Sr. Jason Smothers Sr.'s New York Life & MainStay Investments Experience Finacial AdvisorNew York Life Insurance CompanyNovember 2014 - Present
Job Financial Advisor at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments Finacial AdvisorNew York Life Insurance CompanyNovember 2014 - Present
Skills
Advising Clients, Financial Analysis, Retirement Planning, General Insurance, Property & Casualty..., Fixed Annuities, Variable Annuities, Retirement, Insurance, Estate Planning, Finance, Wealth, Life Insurance, Financial Planning, Wealth Management, Mutual Funds, Investments, Series 63
Education
Kaplan University 2014 — 2015
Series Six and 63 Course
Coppin State University 2005 — 2010
Bachelor's Degree, American History (United States)
Enterprise Insurance School 2005 — 2007
Licensing, Life and Health, Property and Casualty, Annuity Licenses
New York Life & MainStay Investments Finacial AdvisorNew York Life Insurance CompanyNovember 2014 - Present
Skills
Advising Clients, Financial Analysis, Retirement Planning, General Insurance, Property & Casualty..., Fixed Annuities, Variable Annuities, Retirement, Insurance, Estate Planning, Finance, Wealth, Life Insurance, Financial Planning, Wealth Management, Mutual Funds, Investments, Series 63
Education
Kaplan University 2014 — 2015
Series Six and 63 Course
Coppin State University 2005 — 2010
Bachelor's Degree, American History (United States)
Enterprise Insurance School 2005 — 2007
Licensing, Life and Health, Property and Casualty, Annuity Licenses
Greg Lippert Greg Lippert's New York Life & MainStay Investments Experience August 2015 - Present
Job External Wholesaler at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments August 2015 - Present
New York Life & MainStay Investments January 2014 - July 2015
New York Life & MainStay Investments December 2010 - December 2013
Skills
Series 6, Series 7, Series 63, Series 65
Education
Lafayette College 2004 — 2008
A.B., Business & Economics
Pascack Valley High School
New York Life & MainStay Investments August 2015 - Present
New York Life & MainStay Investments January 2014 - July 2015
New York Life & MainStay Investments December 2010 - December 2013
Skills
Series 6, Series 7, Series 63, Series 65
Education
Lafayette College 2004 — 2008
A.B., Business & Economics
Pascack Valley High School
Jack Prosperi's New York Life & MainStay Investments Experience May 2015 - August 2015
Job Sales Desk Intern at New York Life Insurance & Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments May 2015 - August 2015
CIMBA September 2014 - December 2014
New York Life & MainStay Investments May 2014 - August 2014
Huntleigh Financial Securities May 2013 - April 2014
Brightfield Striping Co. May 2012 - August 2012
Chesterfield Sports Fusion October 2009 - June 2011
Skills
Teamwork, Microsoft Excel, Analysis, Data Analysis, Microsoft Office, PowerPoint, Public Speaking, Customer Service, Microsoft Word, Research, Social Media, Equity Research, Compliance, Bloomberg Terminal, Bloomberg Software, Stock Screening, Sales, Event Planning, Leadership, Time Management
Education
University of Missouri-Columbia 2011 — 2015
Finance and Banking
CIMBA 2014 — 2014
One semester, Undergraduate Business, 12
DeSmet Jesuit High School 2007 — 2011
High School Diploma
New York Life & MainStay Investments May 2015 - August 2015
CIMBA September 2014 - December 2014
New York Life & MainStay Investments May 2014 - August 2014
Huntleigh Financial Securities May 2013 - April 2014
Brightfield Striping Co. May 2012 - August 2012
Chesterfield Sports Fusion October 2009 - June 2011
Skills
Teamwork, Microsoft Excel, Analysis, Data Analysis, Microsoft Office, PowerPoint, Public Speaking, Customer Service, Microsoft Word, Research, Social Media, Equity Research, Compliance, Bloomberg Terminal, Bloomberg Software, Stock Screening, Sales, Event Planning, Leadership, Time Management
Education
University of Missouri-Columbia 2011 — 2015
Finance and Banking
CIMBA 2014 — 2014
One semester, Undergraduate Business, 12
DeSmet Jesuit High School 2007 — 2011
High School Diploma
Sandra Rambert's New York Life & MainStay Investments Experience December 1981 - June 2006
Job Financial Services Manager | Client Relationship Manager
Industry Financial Services
Experience
NYLIM May 2006 - April 2014
New York Life June 2006 - June 2009
New York Life & MainStay Investments December 1981 - June 2006
Thomas Slatner & Co November 1987 - July 1991
US Army November 1986 - April 1988
Skills
Mutual Funds, 401k, Investments, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Office, Business Analysis, PowerPoint, Financial Services..., Client Aquisition, Client Relationships, Staff Training, Operations Coordination, Team Management, Problem Resolution, Regulatory Compliance, Leadership, Product Knowledge, Process Improvement, Service Delivery, Communication, Staff Support, Business Processes, Project Management, Collobration
Education
Centenary College 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration Concentration : Management
Centenary College 2011 — 2013
Bachelor’s Degree, Business Administration and Management, General
NYLIM May 2006 - April 2014
New York Life June 2006 - June 2009
New York Life & MainStay Investments December 1981 - June 2006
Thomas Slatner & Co November 1987 - July 1991
US Army November 1986 - April 1988
Skills
Mutual Funds, 401k, Investments, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Office, Business Analysis, PowerPoint, Financial Services..., Client Aquisition, Client Relationships, Staff Training, Operations Coordination, Team Management, Problem Resolution, Regulatory Compliance, Leadership, Product Knowledge, Process Improvement, Service Delivery, Communication, Staff Support, Business Processes, Project Management, Collobration
Education
Centenary College 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration Concentration : Management
Centenary College 2011 — 2013
Bachelor’s Degree, Business Administration and Management, General
Ben Dooley Ben Dooley's New York Life & MainStay Investments Experience July 2015 - Present
Job Financial Advisor at New York Life Financial Services
Industry Financial Services
Experience
New York Life & MainStay Investments July 2015 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Equities, Portfolio Management, Wealth Management, Securities, Retirement, Financial Services, Financial Modeling, Financial Analysis, Insurance, Small Business, Mergers & Acquisitions, Finance, Strategic Financial...
Education
Prince George's Community College
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
New York Life & MainStay Investments July 2015 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Equities, Portfolio Management, Wealth Management, Securities, Retirement, Financial Services, Financial Modeling, Financial Analysis, Insurance, Small Business, Mergers & Acquisitions, Finance, Strategic Financial...
Education
Prince George's Community College
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Kurt Petricek Kurt Petricek's New York Life & MainStay Investments Experience January 2007 - February 2012
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments January 2014 - Present
Lincoln Financial Group February 2012 - January 2014
New York Life & MainStay Investments January 2007 - February 2012
ING Funds 2005 - 2007
Skills
Series 7, Series 6, Mutual Funds, Variable Annuities, ETFs, Fixed Annuities, Asset Allocation, Retirement Planning, Alternative Investments, Wealth Management, Securities, Asset Managment, Insurance, Life Insurance, Managing Accounts, IRAs, Separately Managed..., Series 65, Uniform Combined State..., Retirement, Investments, Fixed Income, Equities, Financial Services, Long-term Care, FINRA, Life, Investment Management, Bonds, Investment Advisory, Investment Strategies, Financial Advisory, 401k, Retirement Plan..., Financial Planners, Series 24, Estate Planning, Wealth, Strategic Financial..., Long Term Care Insurance, Series 63, Financial Planning, Asset Management
Education
Arizona State University
Le Cordon Bleu College of Culinary Arts-Scottsdale
Culinary Arts/ Business Management
University of Arizona
Guggenheim Investments January 2014 - Present
Lincoln Financial Group February 2012 - January 2014
New York Life & MainStay Investments January 2007 - February 2012
ING Funds 2005 - 2007
Skills
Series 7, Series 6, Mutual Funds, Variable Annuities, ETFs, Fixed Annuities, Asset Allocation, Retirement Planning, Alternative Investments, Wealth Management, Securities, Asset Managment, Insurance, Life Insurance, Managing Accounts, IRAs, Separately Managed..., Series 65, Uniform Combined State..., Retirement, Investments, Fixed Income, Equities, Financial Services, Long-term Care, FINRA, Life, Investment Management, Bonds, Investment Advisory, Investment Strategies, Financial Advisory, 401k, Retirement Plan..., Financial Planners, Series 24, Estate Planning, Wealth, Strategic Financial..., Long Term Care Insurance, Series 63, Financial Planning, Asset Management
Education
Arizona State University
Le Cordon Bleu College of Culinary Arts-Scottsdale
Culinary Arts/ Business Management
University of Arizona
Jessica Cozier Jessica Cozier's New York Life & MainStay Investments Experience April 2010 - July 2014
Job Business Development Manager at EMIS A Euromoney Institutional Investor Company
Industry Financial Services
Experience
New York Life & MainStay Investments April 2010 - July 2014
New York Life & MainStay Investments February 2007 - April 2010
Fidelity Investments 2004 - 2007
Skills
Mergers & Acquisitions, Series 7, Mutual Funds, Emerging Markets, Account Management, Retirement Planning, Investments, Relationship Management, Financial Analysis, Fixed Annuities, 401k, Retirement, Securities, Financial Services, Business Development, Asset Allocation, Insurance, Wealth Management, Series 65, Long Term Care Insurance, Financial Planners, 401k Rollovers, Series 24, Separately Managed..., Wealth, Investment Advisory, Financial Advisory, IRAs, Equities, Strategic Financial..., Life Insurance, Email Marketing, Partnership Marketing, Financial Planning
Education
University of Rhode Island - College of Business Administration 2001 — 2004
Bachelor's degree, Marketing
Bond University
New York Life & MainStay Investments April 2010 - July 2014
New York Life & MainStay Investments February 2007 - April 2010
Fidelity Investments 2004 - 2007
Skills
Mergers & Acquisitions, Series 7, Mutual Funds, Emerging Markets, Account Management, Retirement Planning, Investments, Relationship Management, Financial Analysis, Fixed Annuities, 401k, Retirement, Securities, Financial Services, Business Development, Asset Allocation, Insurance, Wealth Management, Series 65, Long Term Care Insurance, Financial Planners, 401k Rollovers, Series 24, Separately Managed..., Wealth, Investment Advisory, Financial Advisory, IRAs, Equities, Strategic Financial..., Life Insurance, Email Marketing, Partnership Marketing, Financial Planning
Education
University of Rhode Island - College of Business Administration 2001 — 2004
Bachelor's degree, Marketing
Bond University
Karri (Neuschatz) Parola's New York Life & MainStay Investments Experience October 1995 - March 2000
Job Senior Developer at Flash Global
Industry Information Technology and Services
Experience
Flash Global March 2015 - Present
Custom Computer Specialists July 2012 - January 2015
Stagemasters Parents Association January 2011 - June 2013
Dassault Systemes December 2010 - July 2012
HRToolbench (division of HR Technology Solutions) March 2009 - June 2010
Delta Dental of Rhode Island October 2005 - March 2009
Takeoff Systems June 2001 - October 2005
Kinetic Consulting April 2000 - June 2001
New York Life & MainStay Investments October 1995 - March 2000
State Street June 1993 - September 1995
Skills
Business Analysis, Software Project..., Project Management, Product Management, Vendor Management, IT Strategy, Requirements Analysis, Software Development, Integration
Education
Duke University
BS, Computer Science, English
Earl L. Vandermeulen High School
Flash Global March 2015 - Present
Custom Computer Specialists July 2012 - January 2015
Stagemasters Parents Association January 2011 - June 2013
Dassault Systemes December 2010 - July 2012
HRToolbench (division of HR Technology Solutions) March 2009 - June 2010
Delta Dental of Rhode Island October 2005 - March 2009
Takeoff Systems June 2001 - October 2005
Kinetic Consulting April 2000 - June 2001
New York Life & MainStay Investments October 1995 - March 2000
State Street June 1993 - September 1995
Skills
Business Analysis, Software Project..., Project Management, Product Management, Vendor Management, IT Strategy, Requirements Analysis, Software Development, Integration
Education
Duke University
BS, Computer Science, English
Earl L. Vandermeulen High School
Lauren Selawski Lauren Selawski's New York Life & MainStay Investments Experience April 2015 - Present
Job Salesforce Business Analyst at New York Life Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments April 2015 - Present
The Advisory Board Company September 2014 - April 2015
The Advisory Board Company June 2013 - September 2014
T. Rowe Price June 2012 - August 2012
Prudential Financial July 2011 - August 2011
Franklin & Marshall College August 2010 - May 2011
HealthStream May 2010 - September 2010
The Jackson Organization May 2008 - September 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Communication Skills, Outlook, Management, Business, Business Analysis, Bluezone, Lotus Notes, Vantage, Salesforce.com
Education
Franklin & Marshall College 2009 — 2013
Bachelor's degree, Business, Organizations, and Society
New York Life & MainStay Investments April 2015 - Present
The Advisory Board Company September 2014 - April 2015
The Advisory Board Company June 2013 - September 2014
T. Rowe Price June 2012 - August 2012
Prudential Financial July 2011 - August 2011
Franklin & Marshall College August 2010 - May 2011
HealthStream May 2010 - September 2010
The Jackson Organization May 2008 - September 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Communication Skills, Outlook, Management, Business, Business Analysis, Bluezone, Lotus Notes, Vantage, Salesforce.com
Education
Franklin & Marshall College 2009 — 2013
Bachelor's degree, Business, Organizations, and Society
Saswato Roy's New York Life & MainStay Investments Experience March 2013 - January 2015
Job Analyst at NICE Actimize
Industry Computer Software
Experience
NICE Actimize January 2015 - Present
New York Life & MainStay Investments March 2013 - January 2015
Pioneer Investments February 2011 - March 2013
The Bulfinch Hotel May 2010 - December 2010
Boston University Educational Resources Library September 2006 - June 2010
Boston Red Sox Green Team September 2008 - October 2009
NJ Sharing Network June 2005 - September 2005
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Quantitative Analytics, Boston Institute of..., Investments, Microsoft Excel, Oracle, Salesforce.com
Education
Boston University 2006 — 2010
Bachelor's degree, Applied Mathematics
Millburn High School 2002 — 2006
NICE Actimize January 2015 - Present
New York Life & MainStay Investments March 2013 - January 2015
Pioneer Investments February 2011 - March 2013
The Bulfinch Hotel May 2010 - December 2010
Boston University Educational Resources Library September 2006 - June 2010
Boston Red Sox Green Team September 2008 - October 2009
NJ Sharing Network June 2005 - September 2005
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Quantitative Analytics, Boston Institute of..., Investments, Microsoft Excel, Oracle, Salesforce.com
Education
Boston University 2006 — 2010
Bachelor's degree, Applied Mathematics
Millburn High School 2002 — 2006
Alexander Wierzbowski Alexander Wierzbowski's New York Life & MainStay Investments Experience December 2014 - Present
Job Design Professional and Consultant
Industry Design
Experience
New York Life & MainStay Investments December 2014 - Present
Self-employed January 2002 - Present
NY Life August 2014 - December 2014
EK Success January 2006 - September 2012
Vantage Apparel January 2002 - November 2002
Skills
Graphic Design, Illustration, Web Design, Consulting, Fluent in Polish, Expert level in Adobe..., Typography, Logo Design, Advertising, Packaging, Catalogs, Trade Shows, Layout, Marketing, Social Media, Corporate Identity
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2002
Bachelor of Arts (B.A.), Graphic Design
New York Life & MainStay Investments December 2014 - Present
Self-employed January 2002 - Present
NY Life August 2014 - December 2014
EK Success January 2006 - September 2012
Vantage Apparel January 2002 - November 2002
Skills
Graphic Design, Illustration, Web Design, Consulting, Fluent in Polish, Expert level in Adobe..., Typography, Logo Design, Advertising, Packaging, Catalogs, Trade Shows, Layout, Marketing, Social Media, Corporate Identity
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2002
Bachelor of Arts (B.A.), Graphic Design
Douglas Barone Douglas Barone's New York Life & MainStay Investments Experience September 2014 - Present
Job Senior Internal Wholesaler at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments September 2014 - Present
New York Life & MainStay Investments October 2012 - Present
New York Life & MainStay Investments March 2012 - October 2012
Cosmoplitan Management October 2011 - March 2012
Skills
Sales, Retail, Salesforce.com, Social Media, Series 7, PowerPoint, Microsoft Excel, Microsoft Office, Marketing, Microsoft Word, Facebook, Customer Service
Education
Sacred Heart University 2007 — 2011
B.A., Communications
New York Life & MainStay Investments September 2014 - Present
New York Life & MainStay Investments October 2012 - Present
New York Life & MainStay Investments March 2012 - October 2012
Cosmoplitan Management October 2011 - March 2012
Skills
Sales, Retail, Salesforce.com, Social Media, Series 7, PowerPoint, Microsoft Excel, Microsoft Office, Marketing, Microsoft Word, Facebook, Customer Service
Education
Sacred Heart University 2007 — 2011
B.A., Communications
Lynn Padian Lynn Padian's New York Life & MainStay Investments Experience May 2007 - May 2011
Job Annuity Marketing Distribution at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company May 2011 - July 2012
New York Life & MainStay Investments May 2007 - May 2011
New York Life Insurance Corporation May 2007 - May 2011
JPMorgan Chase February 2006 - April 2007
AXA Advisors August 2005 - January 2006
Skills
Fixed Annuities, Insurance, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Estate Planning, Series 7, Financial Planners, Financial Analysis, Life Insurance, Retirement, Alternative Investments, Mutual Funds, Series 63, IRAs, Investment Strategies, Investment Advisory, Banking, Variable Annuities, High Net Worth..., Strategic Financial..., 401k, Term Life Insurance, Long-term Care, Sales, Financial Advisory, Securities, Uniform Combined State..., Finance, Series 6, Wealth Management, Series 24, 401k Rollovers, Guaranteed Lifetime..., FINRA, ETFs, Series 65
Education
Kingston University
Business Administration Major
State University of New York at New Paltz, School of Business
Bachelor of Science Degree, International Business Major
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company May 2011 - July 2012
New York Life & MainStay Investments May 2007 - May 2011
New York Life Insurance Corporation May 2007 - May 2011
JPMorgan Chase February 2006 - April 2007
AXA Advisors August 2005 - January 2006
Skills
Fixed Annuities, Insurance, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Estate Planning, Series 7, Financial Planners, Financial Analysis, Life Insurance, Retirement, Alternative Investments, Mutual Funds, Series 63, IRAs, Investment Strategies, Investment Advisory, Banking, Variable Annuities, High Net Worth..., Strategic Financial..., 401k, Term Life Insurance, Long-term Care, Sales, Financial Advisory, Securities, Uniform Combined State..., Finance, Series 6, Wealth Management, Series 24, 401k Rollovers, Guaranteed Lifetime..., FINRA, ETFs, Series 65
Education
Kingston University
Business Administration Major
State University of New York at New Paltz, School of Business
Bachelor of Science Degree, International Business Major
Justine Tanner Justine Tanner's New York Life & MainStay Investments Experience June 2015 - August 2015
Job Institutional Intermediary Business Intern at New York Life & MainStay Investments
Industry Investment Management
Experience
New York Life & MainStay Investments June 2015 - August 2015
LANVIN May 2014 - August 2014
StateBook.com December 2012 - May 2014
Aeropostale June 2011 - June 2012
Skills
Proficient in Spanish, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Research, Event Planning, Photoshop, Facebook, Social Media Marketing, Public Relations, Sales
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Economics, Senior
New York Life & MainStay Investments June 2015 - August 2015
LANVIN May 2014 - August 2014
StateBook.com December 2012 - May 2014
Aeropostale June 2011 - June 2012
Skills
Proficient in Spanish, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Research, Event Planning, Photoshop, Facebook, Social Media Marketing, Public Relations, Sales
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Economics, Senior
Patrick E. Rowan's New York Life & MainStay Investments Experience March 2009 - July 2010
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Rowan's Renovations January 2011 - June 2015
Penn Capital Management August 2010 - January 2011
New York Life & MainStay Investments March 2009 - July 2010
Turner Investment Partners April 2006 - October 2008
BlackRock June 2005 - March 2006
PENN Capital Management Company, Inc. November 2000 - December 2001
Skills
Investments, Alternative Investments, Asset Allocation, Series 7, Asset Management, Mutual Funds, Equities, Portfolio Management, Wealth Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
Marketing, Marketing, Fiance and Economics
Northwestern Mutual June 2015 - Present
Rowan's Renovations January 2011 - June 2015
Penn Capital Management August 2010 - January 2011
New York Life & MainStay Investments March 2009 - July 2010
Turner Investment Partners April 2006 - October 2008
BlackRock June 2005 - March 2006
PENN Capital Management Company, Inc. November 2000 - December 2001
Skills
Investments, Alternative Investments, Asset Allocation, Series 7, Asset Management, Mutual Funds, Equities, Portfolio Management, Wealth Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
Marketing, Marketing, Fiance and Economics
Alexander Sotiriou's New York Life & MainStay Investments Experience June 2012 - Present
Job Regional Consultant at New York Life & MainStay Investments External Wholesaler
Industry Financial Services
Experience
New York Life & MainStay Investments June 2012 - Present
Wasserman Media Group June 2008 - May 2012
Standard & Poor's Vista Research July 2007 - May 2008
Morgan Stanley June 2006 - August 2006
Skills
Investments, Mutual Funds, Relationship Management, Social Media, Financial Services, Analytics, Customer Service, Fixed Income, Income, Management, Marketing Strategy, Public Speaking, Securities, Technology, Series 7, Series 63, Series 65, Life & Health Insurance..., Business Development, Finance, Private Equity, Sales, Venture Capital, Wealth Management
Education
Emory University 2003 — 2007
BA, Economics, Financial Economics Concentration
New York Life & MainStay Investments June 2012 - Present
Wasserman Media Group June 2008 - May 2012
Standard & Poor's Vista Research July 2007 - May 2008
Morgan Stanley June 2006 - August 2006
Skills
Investments, Mutual Funds, Relationship Management, Social Media, Financial Services, Analytics, Customer Service, Fixed Income, Income, Management, Marketing Strategy, Public Speaking, Securities, Technology, Series 7, Series 63, Series 65, Life & Health Insurance..., Business Development, Finance, Private Equity, Sales, Venture Capital, Wealth Management
Education
Emory University 2003 — 2007
BA, Economics, Financial Economics Concentration
Robert J. Wojehowski Jr.'s New York Life & MainStay Investments Experience August 2014 - Present
Job Regional Vice President at New York Life & MainStay Investments
Industry Investment Management
Experience
New York Life & MainStay Investments August 2014 - Present
Lord, Abbett & Co. LLC June 2006 - August 2014
Education
Fordham University
New York Life & MainStay Investments August 2014 - Present
Lord, Abbett & Co. LLC June 2006 - August 2014
Education
Fordham University
Annmarie Woods's New York Life & MainStay Investments Experience August 2005 - Present
Job New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments August 2005 - Present
Pioneer Investments October 2001 - August 2004
Prudential Securities 1988 - 2000
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Series 6, Life & Health Licenses, Public Speaking, Investments
Education
Regis College 1983 — 1985
Bachelor of Arts, Political Science and Government
New York Life & MainStay Investments August 2005 - Present
Pioneer Investments October 2001 - August 2004
Prudential Securities 1988 - 2000
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Series 6, Life & Health Licenses, Public Speaking, Investments
Education
Regis College 1983 — 1985
Bachelor of Arts, Political Science and Government
James Maertz's New York Life & MainStay Investments Experience May 2014 - Present
Job Regional Vice President with New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments May 2014 - Present
AllianceBernstein April 2013 - May 2014
Piedmont Capital Distributors September 2012 - April 2013
Symetra April 2012 - August 2012
The Hartford Mutual Funds 2003 - April 2012
AIG SunAmerica December 2000 - October 2003
Skills
Wholesaling, Series 6, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Retirement Planning, 401k, Financial Advisory, Series 7, Estate Planning, Investments, Investment Advisory, Wholesale, Strategic Financial..., Sales, Entrepreneurship, ETFs, Financial Planning
Education
Rainmaker U 2007 — 2009
San Diego State University-California State University 1994 — 2000
Bachelor of Science (BS), Public Administration
New York Life & MainStay Investments May 2014 - Present
AllianceBernstein April 2013 - May 2014
Piedmont Capital Distributors September 2012 - April 2013
Symetra April 2012 - August 2012
The Hartford Mutual Funds 2003 - April 2012
AIG SunAmerica December 2000 - October 2003
Skills
Wholesaling, Series 6, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Retirement Planning, 401k, Financial Advisory, Series 7, Estate Planning, Investments, Investment Advisory, Wholesale, Strategic Financial..., Sales, Entrepreneurship, ETFs, Financial Planning
Education
Rainmaker U 2007 — 2009
San Diego State University-California State University 1994 — 2000
Bachelor of Science (BS), Public Administration
Chris Parisi's New York Life & MainStay Investments Experience 2004 - 2010
Job Managing Director at Guggenheim Funds
Industry Investment Management
Experience
Guggenheim Partners February 2010 - Present
New York Life & MainStay Investments 2004 - 2010
BlackRock January 1996 - January 2004
Skills
Alternative Investments, Series 7, Mutual Funds, Asset Management, Asset Allocation, Investments, Series 63, Fixed Income, Equities, Securities
Education
Robert Morris University
Guggenheim Partners February 2010 - Present
New York Life & MainStay Investments 2004 - 2010
BlackRock January 1996 - January 2004
Skills
Alternative Investments, Series 7, Mutual Funds, Asset Management, Asset Allocation, Investments, Series 63, Fixed Income, Equities, Securities
Education
Robert Morris University
Richard Pugh's New York Life & MainStay Investments Experience January 2009 - December 2014
Job External Wholesaler | Regional Partner at Catalyst Funds
Industry Investment Management
Experience
Catalyst Funds February 2015 - Present
New York Life & MainStay Investments January 2009 - December 2014
AllianceBernstein Investments October 2006 - December 2008
BNY Mellon Wealth Management May 2005 - October 2006
Skills
Mutual Funds, Fixed Annuities, Financial Services, Separately Managed..., Retirement Planning, Alternative Investments, Series 63, Investments, Asset Allocation, Retirement, Series 65, Series 6, Equities, ETFs, Portfolio Management, Investment Advisory, Long-term Care, Life Insurance, Relationship Management, Long Term Care Insurance, Estate Planning, Disability Insurance, Life & Health Insurance..., Hedge Funds, Financial Advisory, Investment Strategies, Bloomberg, Insurance, Bonds, Fixed Income, Series 24, FINRA, Guaranteed Lifetime..., 401k Rollovers, Strategic Financial..., Investment Management, Wealth, Financial Planners, Series 7
Education
Binghamton University 2000 — 2004
Macquarie University
Catalyst Funds February 2015 - Present
New York Life & MainStay Investments January 2009 - December 2014
AllianceBernstein Investments October 2006 - December 2008
BNY Mellon Wealth Management May 2005 - October 2006
Skills
Mutual Funds, Fixed Annuities, Financial Services, Separately Managed..., Retirement Planning, Alternative Investments, Series 63, Investments, Asset Allocation, Retirement, Series 65, Series 6, Equities, ETFs, Portfolio Management, Investment Advisory, Long-term Care, Life Insurance, Relationship Management, Long Term Care Insurance, Estate Planning, Disability Insurance, Life & Health Insurance..., Hedge Funds, Financial Advisory, Investment Strategies, Bloomberg, Insurance, Bonds, Fixed Income, Series 24, FINRA, Guaranteed Lifetime..., 401k Rollovers, Strategic Financial..., Investment Management, Wealth, Financial Planners, Series 7
Education
Binghamton University 2000 — 2004
Macquarie University
Matt Shack's New York Life & MainStay Investments Experience December 2011 - Present
Job Regional Vice President
Industry Financial Services
Experience
New York Life & MainStay Investments December 2011 - Present
New York Life & MainStay Investments June 2007 - November 2011
PFPC May 2006 - August 2006
Skills
Mutual Funds, Fixed Annuities, Series 7, Series 65, Retirement Planning, Guaranteed Lifetime..., Series 63, Alternative Investments, Separately Managed..., Closed-end Funds, MLP, Investments, Financial Advisory, Wealth Management, Portfolio Management, Asset Allocation, Trading, Finance
Education
Robert Morris University 2005 — 2007
Penn State University 2001 — 2004
New York Life & MainStay Investments December 2011 - Present
New York Life & MainStay Investments June 2007 - November 2011
PFPC May 2006 - August 2006
Skills
Mutual Funds, Fixed Annuities, Series 7, Series 65, Retirement Planning, Guaranteed Lifetime..., Series 63, Alternative Investments, Separately Managed..., Closed-end Funds, MLP, Investments, Financial Advisory, Wealth Management, Portfolio Management, Asset Allocation, Trading, Finance
Education
Robert Morris University 2005 — 2007
Penn State University 2001 — 2004
Keith Gillespie's New York Life & MainStay Investments Experience August 2005 - October 2014
Job Product Manager(Corp Executive VUL)
Industry Insurance
Experience
New York Life October 2014 - Present
New York Life & MainStay Investments August 2005 - October 2014
Bank of America 2003 - 2006
Skills
Mutual Funds, Series 7, Investments, Series 63, Wealth Management, Retirement Planning, Financial Services, Finance, Asset Management, Asset Allocation, Alternative Investments, Securities, Sales
Education
Clemson University 1994 — 1998
BS, Financial Management
Boonton High School
New York Life October 2014 - Present
New York Life & MainStay Investments August 2005 - October 2014
Bank of America 2003 - 2006
Skills
Mutual Funds, Series 7, Investments, Series 63, Wealth Management, Retirement Planning, Financial Services, Finance, Asset Management, Asset Allocation, Alternative Investments, Securities, Sales
Education
Clemson University 1994 — 1998
BS, Financial Management
Boonton High School
Christian Pearson's New York Life & MainStay Investments Experience September 2015 - Present
Job Multi Media Director at New York Life & MainStay Investments
Industry Investment Management
Experience
New York Life & MainStay Investments September 2015 - Present
New York Life November 2006 - Present
REFCO LLC February 2005 - July 2006
Mercedes-Benz USA September 2004 - January 2005
Sotheby's October 2000 - September 2004
Skills
Advertising, Digital Marketing, Marketing Strategy, Direct Marketing, Creative Direction, Video, Marketing, Post Production, Graphic Design
Education
Rutgers University 1996 — 2000
Bachelor's degree, Graphic Design
Golspie High School - Scotland, UK 1982 — 1986
Tedder Junior School - Thornaby, England, UK 1978 — 1982
New York Life & MainStay Investments September 2015 - Present
New York Life November 2006 - Present
REFCO LLC February 2005 - July 2006
Mercedes-Benz USA September 2004 - January 2005
Sotheby's October 2000 - September 2004
Skills
Advertising, Digital Marketing, Marketing Strategy, Direct Marketing, Creative Direction, Video, Marketing, Post Production, Graphic Design
Education
Rutgers University 1996 — 2000
Bachelor's degree, Graphic Design
Golspie High School - Scotland, UK 1982 — 1986
Tedder Junior School - Thornaby, England, UK 1978 — 1982
Jason Hawn's New York Life & MainStay Investments Experience July 2015 - Present
Job Regional Vice President, External Wholesaler at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments July 2015 - Present
New York Life & MainStay Investments December 2011 - June 2015
New York Life & MainStay Investments April 2009 - December 2011
The Hartford / PLANCO May 2008 - November 2008
The Hartford / PLANCO July 2007 - April 2008
Skills
Series 7, Series 6, Series 63, Mutual Funds, Guaranteed Lifetime..., Fixed Annuities, Separately Managed..., Retirement Planning, Closed-end Funds, Investments, Portfolio Management, Financial Advisory, Awesomeness, Equities, Fixed Income, Asset Allocation, Retirement, Alternative Investments, Sales
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor's degree, Business/Marketing
Bishop Shanahan High School 2000 — 2003
New York Life & MainStay Investments July 2015 - Present
New York Life & MainStay Investments December 2011 - June 2015
New York Life & MainStay Investments April 2009 - December 2011
The Hartford / PLANCO May 2008 - November 2008
The Hartford / PLANCO July 2007 - April 2008
Skills
Series 7, Series 6, Series 63, Mutual Funds, Guaranteed Lifetime..., Fixed Annuities, Separately Managed..., Retirement Planning, Closed-end Funds, Investments, Portfolio Management, Financial Advisory, Awesomeness, Equities, Fixed Income, Asset Allocation, Retirement, Alternative Investments, Sales
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor's degree, Business/Marketing
Bishop Shanahan High School 2000 — 2003
Sean Breen's New York Life & MainStay Investments Experience March 2012 - Present
Job Regional Business Consultant at New York Life & MainStay Investments
Industry Investment Management
Experience
New York Life & MainStay Investments March 2012 - Present
John Hancock Investments June 2007 - February 2012
Transamerica Financial Solutions July 1998 - May 2007
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Securities, Wealth Management, Investment Advisory, Asset Managment, Series 6, ETFs, Series 65, Series 24, Fixed Annuities, 401k, Retirement, Closed-end Funds, Financial Services
Education
State University of New York College at Purchase 1983 — 1985
Bachelor of Arts (B.A.), Political Science
Kenyon College 1979 — 1982
Political Science
New York Life & MainStay Investments March 2012 - Present
John Hancock Investments June 2007 - February 2012
Transamerica Financial Solutions July 1998 - May 2007
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Securities, Wealth Management, Investment Advisory, Asset Managment, Series 6, ETFs, Series 65, Series 24, Fixed Annuities, 401k, Retirement, Closed-end Funds, Financial Services
Education
State University of New York College at Purchase 1983 — 1985
Bachelor of Arts (B.A.), Political Science
Kenyon College 1979 — 1982
Political Science
Matt Costello's New York Life & MainStay Investments Experience February 2009 - Present
Job Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments February 2009 - Present
AIG Annuity July 2002 - January 2009
Liberty Funds Distributor March 1999 - June 2002
Keyport Life Insurance Company 1992 - 1999
Skills
401k, 401k Rollovers, 529 Plans, Alternative Investments, Asset Allocation, Asset Management, College Savings Plans, Fixed Annuities, Fixed Income, Investments, Mutual Funds, Retirement, Retirement Planning, Sales, Securities, Series 6, Series 63, Series 7, Variable Annuities
Education
Bentley University 1988 — 1992
BS, Marketing
Boston College High School 1984 — 1988
New York Life & MainStay Investments February 2009 - Present
AIG Annuity July 2002 - January 2009
Liberty Funds Distributor March 1999 - June 2002
Keyport Life Insurance Company 1992 - 1999
Skills
401k, 401k Rollovers, 529 Plans, Alternative Investments, Asset Allocation, Asset Management, College Savings Plans, Fixed Annuities, Fixed Income, Investments, Mutual Funds, Retirement, Retirement Planning, Sales, Securities, Series 6, Series 63, Series 7, Variable Annuities
Education
Bentley University 1988 — 1992
BS, Marketing
Boston College High School 1984 — 1988
Joseph Scarmato's New York Life & MainStay Investments Experience November 2010 - Present
Job Divisional Sales Desk Manager
Industry Financial Services
Experience
New York Life & MainStay Investments November 2010 - Present
John Hancock 2007 - 2009
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Series 63, Financial Services, Wealth Management, Fixed Annuities, 401k, Financial Analysis, Portfolio Management, Insurance, Relationship Management, Sales Management
Education
Northeastern University 2000 — 2005
Bachelor of Business Administration (BBA), Marketing
New York Life & MainStay Investments November 2010 - Present
John Hancock 2007 - 2009
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Series 63, Financial Services, Wealth Management, Fixed Annuities, 401k, Financial Analysis, Portfolio Management, Insurance, Relationship Management, Sales Management
Education
Northeastern University 2000 — 2005
Bachelor of Business Administration (BBA), Marketing
Ron. Rogers's New York Life & MainStay Investments Experience Prof. Speaker, comedy writer, non-profit worknot at momentMay 2007 - Present
Job Customer Service isn't Everything, It's the only thing!
Industry Entertainment
Experience
New York Life & MainStay Investments Prof. Speaker, comedy writer, non-profit worknot at momentMay 2007 - Present
A-Affordable Tax Service November 2014 - May 2015
Skills
Public Speaking, Microsoft Office, Marketing Strategy, Sales, Customer Service, Social Media, Event Planning, Strategic Planning, Research, Nonprofits, Microsoft Excel, Budgets, Marketing, Social Media Marketing, Public Relations, Event Management, Contract Negotiation, Fundraising, Marketing Communications, Social Networking, Advertising
Education
Drexel University - LeBow College of Business
MBA, Accounting and Finance
Northeastern University
BS in Finance, Finance and Insurance
New York Life & MainStay Investments Prof. Speaker, comedy writer, non-profit worknot at momentMay 2007 - Present
A-Affordable Tax Service November 2014 - May 2015
Skills
Public Speaking, Microsoft Office, Marketing Strategy, Sales, Customer Service, Social Media, Event Planning, Strategic Planning, Research, Nonprofits, Microsoft Excel, Budgets, Marketing, Social Media Marketing, Public Relations, Event Management, Contract Negotiation, Fundraising, Marketing Communications, Social Networking, Advertising
Education
Drexel University - LeBow College of Business
MBA, Accounting and Finance
Northeastern University
BS in Finance, Finance and Insurance
Ramey F. Kemp III's New York Life & MainStay Investments Experience April 2012 - August 2013
Job Financial Services Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2013 - Present
New York Life & MainStay Investments April 2012 - August 2013
Ramey Kemp & Associates, Inc July 2009 - April 2012
SR Thomas October 2009 - January 2010
Mainline Contracting, Inc. April 2005 - July 2009
Nello L. Teer Company January 2004 - April 2005
Blythe Development Company January 2000 - November 2003
MC Precast August 1999 - January 2000
Nello L. Teer Company September 1995 - August 1999
North Ridge Country Club November 1988 - September 1995
Skills
Construction Management, Construction, Contractors, Subcontracting, Change Orders, Pre-construction, Value Engineering, Concrete, Term Life Insurance, Whole Life, Disability Insurance, Long-term Care, Fixed Annuities, Employee Benefits, Retirement Planning, Business Planning, Financial Goals, Life Insurance, Finance, Contract Negotiation
Education
North Carolina State University
Bachelor of Science (BS), Finance, General
North Carolina State University
Minor, Accounting
North Carolina State University
Minor, Coaching Education
Millbrook High School 1981 — 1984
MassMutual Financial Group August 2013 - Present
New York Life & MainStay Investments April 2012 - August 2013
Ramey Kemp & Associates, Inc July 2009 - April 2012
SR Thomas October 2009 - January 2010
Mainline Contracting, Inc. April 2005 - July 2009
Nello L. Teer Company January 2004 - April 2005
Blythe Development Company January 2000 - November 2003
MC Precast August 1999 - January 2000
Nello L. Teer Company September 1995 - August 1999
North Ridge Country Club November 1988 - September 1995
Skills
Construction Management, Construction, Contractors, Subcontracting, Change Orders, Pre-construction, Value Engineering, Concrete, Term Life Insurance, Whole Life, Disability Insurance, Long-term Care, Fixed Annuities, Employee Benefits, Retirement Planning, Business Planning, Financial Goals, Life Insurance, Finance, Contract Negotiation
Education
North Carolina State University
Bachelor of Science (BS), Finance, General
North Carolina State University
Minor, Accounting
North Carolina State University
Minor, Coaching Education
Millbrook High School 1981 — 1984
Luke Vanzo's New York Life & MainStay Investments Experience July 2015 - Present
Job Partner at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments July 2015 - Present
New York Life Insurance Company January 2015 - June 2015
New York Life Insurance Company October 2013 - December 2014
New York Life Insurance Company July 2009 - October 2013
Skills
Retirement Planning, Retirement, Investments, Insurance, Financial Planning, Recruiting, Direct Recruiting, Development, Training & Development, Fixed Annuities, Asset Management, Whole Life, Coaching, Employee Benefits, IRAs, Sales, Estate Planning, Mutual Funds, Leadership, Wealth Management, Customer Service, Life Insurance, Strategic Financial..., Employee Training, Series 63, Finance, Business Planning, Securities, Long-term Care, Financial Planners, Investment Strategies, Financial Services, Long Term Care Insurance, Wealth Accumulation, Disability Insurance, Financial Analysis, Series 6, 401k, Small Business, 401k Rollovers, Series 7, Health Insurance, Term Life Insurance, Portfolio Management, Public Speaking, Marketing
Education
Michigan State University 1998 — 2002
BA, Business finance
Groves
New York Life & MainStay Investments July 2015 - Present
New York Life Insurance Company January 2015 - June 2015
New York Life Insurance Company October 2013 - December 2014
New York Life Insurance Company July 2009 - October 2013
Skills
Retirement Planning, Retirement, Investments, Insurance, Financial Planning, Recruiting, Direct Recruiting, Development, Training & Development, Fixed Annuities, Asset Management, Whole Life, Coaching, Employee Benefits, IRAs, Sales, Estate Planning, Mutual Funds, Leadership, Wealth Management, Customer Service, Life Insurance, Strategic Financial..., Employee Training, Series 63, Finance, Business Planning, Securities, Long-term Care, Financial Planners, Investment Strategies, Financial Services, Long Term Care Insurance, Wealth Accumulation, Disability Insurance, Financial Analysis, Series 6, 401k, Small Business, 401k Rollovers, Series 7, Health Insurance, Term Life Insurance, Portfolio Management, Public Speaking, Marketing
Education
Michigan State University 1998 — 2002
BA, Business finance
Groves
Fern Gartenhaus's New York Life & MainStay Investments Experience 1995 - 2009
Job Vice President, Marketing and Product Management
Industry Financial Services
Experience
Fern Gartenhaus 2009 - 2013
New York Life & MainStay Investments 1995 - 2009
Prudential Insurance 1987 - 1994
Guardian Life Insurance 1984 - 1987
Skills
Mutual Funds, Retirement
Education
Binghamton University 1979 — 1983
BA
Bronx High School of Science 1975 — 1979
High School
Fern Gartenhaus 2009 - 2013
New York Life & MainStay Investments 1995 - 2009
Prudential Insurance 1987 - 1994
Guardian Life Insurance 1984 - 1987
Skills
Mutual Funds, Retirement
Education
Binghamton University 1979 — 1983
BA
Bronx High School of Science 1975 — 1979
High School
Scott Shpilberg's New York Life & MainStay Investments Experience January 2015 - Present
Job Wholesaler at Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2015 - Present
Highland Capital Management, L.P. January 2014 - September 2014
Van Eck Global November 2011 - January 2014
Prudential Financial April 2010 - November 2011
Merrill Lynch May 2008 - April 2010
Skills
Series 63, Series 7, Mutual Funds, Commodity Markets, Emerging Markets, Securities, Asset Allocation, Investment Strategies, ETFs, Fixed Income, Equities, Hedge Funds, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Boston University 2004 — 2007
Bachelors, Economics, Finance
CAIA Association
West Windsor High School North
New York Life & MainStay Investments January 2015 - Present
Highland Capital Management, L.P. January 2014 - September 2014
Van Eck Global November 2011 - January 2014
Prudential Financial April 2010 - November 2011
Merrill Lynch May 2008 - April 2010
Skills
Series 63, Series 7, Mutual Funds, Commodity Markets, Emerging Markets, Securities, Asset Allocation, Investment Strategies, ETFs, Fixed Income, Equities, Hedge Funds, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Boston University 2004 — 2007
Bachelors, Economics, Finance
CAIA Association
West Windsor High School North
Robert Crossman's New York Life & MainStay Investments Experience August 1999 - November 2003
Job Account Executive/Director of Merchandise
Industry Sports
Experience
Somerset Patriots 2006 - Present
New York Life & MainStay Investments August 1999 - November 2003
Medifit Corporate Services August 1998 - April 1999
Skills
Sports Marketing, Sports Management, Ticket Sales, Sports, Sponsorship, Event Management, Facebook, Event Planning, Marketing, Sales, Retail, Inventory Management, Merchandising, Archtics, Professional Sports, Customer Service
Education
East Stroudsburg University of Pennsylvania 2003 — 2005
Masters of Science, Sports Management
Messiah College 1994 — 1998
Bachelor of Arts, Sports and Exercise
Somerset Patriots 2006 - Present
New York Life & MainStay Investments August 1999 - November 2003
Medifit Corporate Services August 1998 - April 1999
Skills
Sports Marketing, Sports Management, Ticket Sales, Sports, Sponsorship, Event Management, Facebook, Event Planning, Marketing, Sales, Retail, Inventory Management, Merchandising, Archtics, Professional Sports, Customer Service
Education
East Stroudsburg University of Pennsylvania 2003 — 2005
Masters of Science, Sports Management
Messiah College 1994 — 1998
Bachelor of Arts, Sports and Exercise
Marsena Bone's New York Life & MainStay Investments Experience 2010 - Present
Job Owner at Performance Bookkeeping
Industry Accounting
Experience
New York Life & MainStay Investments 2010 - Present
Performance Bookkeeping January 2000 - Present
The Children's Center November 1991 - November 2012
Arkansas Bureau of Standards 1978 - 1990
Skills
Outlook, Microsoft Word, Microsoft Excel, Payroll, Public Speaking, Process Scheduler, Customer Service, Event Management, Grant Writing, Program Development, Research, Case Management, QuickBooks, Databases, Real Estate, Construction Management
Education
Ouachita Technical College 1977 — 1978
Associate's degree, General Office Occupations and Clerical Services
New York Life & MainStay Investments 2010 - Present
Performance Bookkeeping January 2000 - Present
The Children's Center November 1991 - November 2012
Arkansas Bureau of Standards 1978 - 1990
Skills
Outlook, Microsoft Word, Microsoft Excel, Payroll, Public Speaking, Process Scheduler, Customer Service, Event Management, Grant Writing, Program Development, Research, Case Management, QuickBooks, Databases, Real Estate, Construction Management
Education
Ouachita Technical College 1977 — 1978
Associate's degree, General Office Occupations and Clerical Services
Don Moseley, Jr., ARM, AU's New York Life & MainStay Investments Experience August 1995 - March 2000
Job Risk Management Consultant at Texas Association of Public Schools
Industry Insurance
Experience
Texas Association of Public Schools April 2015 - Present
Texas Department of Insurance April 2014 - April 2015
Church Mutual Insurance Company February 2007 - March 2014
New York Life & MainStay Investments August 1995 - March 2000
Skills
Risk Management, Property, Insurance, Property & Casualty..., Health Insurance, Life Insurance, Workers Compensation, General Insurance, Financial Risk, Fixed Annuities, Term Life Insurance, Retirement Planning, Commercial Insurance, Casualty Insurance, Professional Liability, Liability
Education
Louisiana Tech University
Panola College
Texas Association of Public Schools April 2015 - Present
Texas Department of Insurance April 2014 - April 2015
Church Mutual Insurance Company February 2007 - March 2014
New York Life & MainStay Investments August 1995 - March 2000
Skills
Risk Management, Property, Insurance, Property & Casualty..., Health Insurance, Life Insurance, Workers Compensation, General Insurance, Financial Risk, Fixed Annuities, Term Life Insurance, Retirement Planning, Commercial Insurance, Casualty Insurance, Professional Liability, Liability
Education
Louisiana Tech University
Panola College
Christopher DiGioia's New York Life & MainStay Investments Experience May 2013 - Present
Job Product Analyst at New York Life & MainStay Investments
Industry Financial Services
Experience
Prudential Investments September 2015 - Present
New York Life & MainStay Investments May 2013 - Present
New York Life Insurance Company May 2010 - May 2013
Dr Pepper Snapple Group September 2005 - May 2010
Skills
Investments, Mutual Funds, Retirement Planning, Series 63, Series 7, Financial Services, Strategic Financial..., Retirement, Financial Analysis, Finance, Insurance, Fixed Annuities, Series 6, Asset Allocation, Alternative Investments, Investment Strategies, Fixed Income, Equities, Securities
Education
Fairleigh Dickinson University 2010 — 2012
Master of Business Administration (MBA), Finance and Economics
Prudential Investments September 2015 - Present
New York Life & MainStay Investments May 2013 - Present
New York Life Insurance Company May 2010 - May 2013
Dr Pepper Snapple Group September 2005 - May 2010
Skills
Investments, Mutual Funds, Retirement Planning, Series 63, Series 7, Financial Services, Strategic Financial..., Retirement, Financial Analysis, Finance, Insurance, Fixed Annuities, Series 6, Asset Allocation, Alternative Investments, Investment Strategies, Fixed Income, Equities, Securities
Education
Fairleigh Dickinson University 2010 — 2012
Master of Business Administration (MBA), Finance and Economics
Laura Glomski's New York Life & MainStay Investments Experience May 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
New York Life & MainStay Investments May 2015 - Present
Fidelity Investments October 2008 - Present
Wells Fargo/Strong Investments 1997 - 2008
Skills
Securities, Microsoft Office, Series 7, Investments, Series 63, Mutual Funds, Financial Services
Education
Cardinal Stritch University
Business/Managerial Economics
New York Life & MainStay Investments May 2015 - Present
Fidelity Investments October 2008 - Present
Wells Fargo/Strong Investments 1997 - 2008
Skills
Securities, Microsoft Office, Series 7, Investments, Series 63, Mutual Funds, Financial Services
Education
Cardinal Stritch University
Business/Managerial Economics
John Nastasi's New York Life & MainStay Investments Experience 2000 - October 2004
Job Director at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2013 - Present
Prudential Financial October 2004 - June 2013
New York Life & MainStay Investments 2000 - October 2004
New York Life & MainStay Investments May 1998 - 2000
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, SEC filings, Internal Controls, Risk Management, Auditing, Investments, Sarbanes-Oxley Act, Financial Accounting, Valuation, Information Technology, Microsoft Excel, Process Automation, Databases, Due Diligence, Portfolio Management, Internal Audit, Tax, GAAP, Financial Services, Business Process..., Problem Solving, Tactical Planning, Strategic Planning, Analytic Thinking, Technical Documentation, Business Requirements
Education
Monmouth University 1994 — 1998
Bachelor's degree, Accounting
Prudential Financial June 2013 - Present
Prudential Financial October 2004 - June 2013
New York Life & MainStay Investments 2000 - October 2004
New York Life & MainStay Investments May 1998 - 2000
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, SEC filings, Internal Controls, Risk Management, Auditing, Investments, Sarbanes-Oxley Act, Financial Accounting, Valuation, Information Technology, Microsoft Excel, Process Automation, Databases, Due Diligence, Portfolio Management, Internal Audit, Tax, GAAP, Financial Services, Business Process..., Problem Solving, Tactical Planning, Strategic Planning, Analytic Thinking, Technical Documentation, Business Requirements
Education
Monmouth University 1994 — 1998
Bachelor's degree, Accounting
Cindy Angelucci (Osorio)'s New York Life & MainStay Investments Experience November 2013 - Present
Job Product Marketing at New York Life & MainStay Investments
Industry Investment Management
Experience
New York Life & MainStay Investments November 2013 - Present
PIMCO April 2011 - October 2013
Prudential Financial June 2009 - April 2011
Skills
Microsoft Office, Investments, Fixed Income, Financial Services, Bloomberg Terminal, PowerPoint, Digital Media, Marketing Communications, Writing, Marketing, Asset Management, Mutual Funds, Equities, Project Management, Microsoft Excel, Management, Financial Analysis, Finance, Entrepreneurship, Business Analysis, Bloomberg, Analysis
Education
New Jersey Institute of Technology 2009 — 2010
Master of Science, International Business
New Jersey Institute of Technology 2005 — 2009
Bachelor of Science, Business - Concentrations: Finance, Corporate Communications, International Business
Tecnológico de Monterrey 2008 — 2008
Study Abroad - International Business
The University of Hong Kong 2008 — 2008
Study Abroad - International Business
Jönköping University, Sweden 2006 — 2006
Study Abroad - International Business
New York Life & MainStay Investments November 2013 - Present
PIMCO April 2011 - October 2013
Prudential Financial June 2009 - April 2011
Skills
Microsoft Office, Investments, Fixed Income, Financial Services, Bloomberg Terminal, PowerPoint, Digital Media, Marketing Communications, Writing, Marketing, Asset Management, Mutual Funds, Equities, Project Management, Microsoft Excel, Management, Financial Analysis, Finance, Entrepreneurship, Business Analysis, Bloomberg, Analysis
Education
New Jersey Institute of Technology 2009 — 2010
Master of Science, International Business
New Jersey Institute of Technology 2005 — 2009
Bachelor of Science, Business - Concentrations: Finance, Corporate Communications, International Business
Tecnológico de Monterrey 2008 — 2008
Study Abroad - International Business
The University of Hong Kong 2008 — 2008
Study Abroad - International Business
Jönköping University, Sweden 2006 — 2006
Study Abroad - International Business
Ling Zhang's New York Life & MainStay Investments Experience September 2014 - November 2014
Job Marketing Analytics Professional
Industry Pharmaceuticals
Experience
Novo Nordisk November 2014 - Present
New York Life & MainStay Investments September 2014 - November 2014
Motorola Solutions May 2013 - August 2013
Huawei February 2006 - July 2011
Skills
Product Management, Product Marketing, Marketing Analytics, SAS, R, Google Analytics, SQL, QlikView, Tableau
Education
Purdue University - Krannert School of Management
MBA
Dalian University of Technology
M.S. & B.S., Mathematics
Novo Nordisk November 2014 - Present
New York Life & MainStay Investments September 2014 - November 2014
Motorola Solutions May 2013 - August 2013
Huawei February 2006 - July 2011
Skills
Product Management, Product Marketing, Marketing Analytics, SAS, R, Google Analytics, SQL, QlikView, Tableau
Education
Purdue University - Krannert School of Management
MBA
Dalian University of Technology
M.S. & B.S., Mathematics
Darlene Rodillo's New York Life & MainStay Investments Experience August 2012 - June 2014
Job Cardiovascular and Metabolic Specialist at Quintiles
Industry Hospital & Health Care
Experience
Quintiles March 2015 - Present
The Iron Yard July 2013 - Present
Berlin Packaging June 2014 - February 2015
New York Life & MainStay Investments August 2012 - June 2014
The Iron Yard 2012 - 2013
Novartis February 2005 - August 2012
Wyeth Pharmaceuticals July 2002 - February 2005
Lutheran Hospice April 2000 - October 2001
Skills
Business Analytics, Managed Care, Hospitals, CRM software, Health, Pharmaceutical Sales, Healthcare, Consultative Selling, Product Launches, Account Management, Cardiology, Rheumatology, Neurology, Customer Relations, Dermatology, Marketing Strategy, New Business Development, Strategic Planning, Mentoring, Pharmaceuticals, Public Speaking, Business Planning, Negotiation, Customer Service, Fundraising, Business Strategy, Product Development, Microsoft Office, Budgeting, Territory, Market Planning, PowerPoint, Diabetes, Gastroenterology, Key Account Management, Team Leadership, Product Launch, Budgets, Pharmaceutical Industry, Sales Operations, Sales Effectiveness, Management, Business Development, CRM, Entrepreneurship, Marketing Communications, Selling, Leadership, Sales, Marketing
Education
Clemson University - College of Business and Behavioral Science 2012 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship and Innovation, Dean's List
University of South Carolina-Columbia
MHA, Healthcare Administration, Arnold School of Public Health
University of South Carolina-Columbia
BS, Exercise Science
Quintiles March 2015 - Present
The Iron Yard July 2013 - Present
Berlin Packaging June 2014 - February 2015
New York Life & MainStay Investments August 2012 - June 2014
The Iron Yard 2012 - 2013
Novartis February 2005 - August 2012
Wyeth Pharmaceuticals July 2002 - February 2005
Lutheran Hospice April 2000 - October 2001
Skills
Business Analytics, Managed Care, Hospitals, CRM software, Health, Pharmaceutical Sales, Healthcare, Consultative Selling, Product Launches, Account Management, Cardiology, Rheumatology, Neurology, Customer Relations, Dermatology, Marketing Strategy, New Business Development, Strategic Planning, Mentoring, Pharmaceuticals, Public Speaking, Business Planning, Negotiation, Customer Service, Fundraising, Business Strategy, Product Development, Microsoft Office, Budgeting, Territory, Market Planning, PowerPoint, Diabetes, Gastroenterology, Key Account Management, Team Leadership, Product Launch, Budgets, Pharmaceutical Industry, Sales Operations, Sales Effectiveness, Management, Business Development, CRM, Entrepreneurship, Marketing Communications, Selling, Leadership, Sales, Marketing
Education
Clemson University - College of Business and Behavioral Science 2012 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship and Innovation, Dean's List
University of South Carolina-Columbia
MHA, Healthcare Administration, Arnold School of Public Health
University of South Carolina-Columbia
BS, Exercise Science
Matt Hillsberg's New York Life & MainStay Investments Experience June 2015 - Present
Job Commercial Loan Administrator at New York Life & MainStay Investments
Industry Real Estate
Experience
New York Life & MainStay Investments June 2015 - Present
Education
Bates College 2011 — 2015
New York Life & MainStay Investments June 2015 - Present
Education
Bates College 2011 — 2015
Rosemarie Kneis's New York Life & MainStay Investments Experience October 1996 - February 1997
Job
Industry
Experience
Benefits Management, INC. December 2012 - Present
State Farm Insurance Companies January 2000 - September 2003
Kahn, Hoffman & Hochman November 1999 - January 2000
Lipton March 1997 - November 1999
New York Life & MainStay Investments October 1996 - February 1997
Nabisco June 1994 - September 1996
Skills
Microsoft Word, Employee Benefits, Insurance, Outlook, Microsoft Office, Life Insurance, Underwriting, Research, Health Insurance, Financial Statements, Spreadsheets, Benefits Administration
Education
Seton Hall University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Benefits Management, INC. December 2012 - Present
State Farm Insurance Companies January 2000 - September 2003
Kahn, Hoffman & Hochman November 1999 - January 2000
Lipton March 1997 - November 1999
New York Life & MainStay Investments October 1996 - February 1997
Nabisco June 1994 - September 1996
Skills
Microsoft Word, Employee Benefits, Insurance, Outlook, Microsoft Office, Life Insurance, Underwriting, Research, Health Insurance, Financial Statements, Spreadsheets, Benefits Administration
Education
Seton Hall University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Erland Lami's New York Life & MainStay Investments Experience October 2012 - January 2014
Job Customer Service Expert
Industry Financial Services
Experience
State Farm February 2014 - December 2014
New York Life & MainStay Investments October 2012 - January 2014
Walgreens September 2010 - October 2012
John Jay College September 2009 - September 2010
Skills
Cash Handling Experience, Sales, Customer Service, Employee Benefits, Leadership, Operations Management, Microsoft Office, Microsoft Excel, Employee Engagement, Financial Analysis, Marketing Strategy, Dispute Resolution, Microsoft Publisher, Employee Management, Organizational..., Product Marketing, Direct Marketing, Finance, Property & Casualty..., Life Insurance, Commercial Insurance, Term Life Insurance, Health Insurance, Marketing, Team Building, Public Speaking, Insurance, Time Management, Event Planning, Higher Education, Nonprofits, PowerPoint, Strategic Planning
Education
John Jay College of Criminal Justice 2006 — 2010
Bachelor's degree, Criminal Justice, 3.4/4.0
New Utrecht High School 2002 — 2006
State Farm February 2014 - December 2014
New York Life & MainStay Investments October 2012 - January 2014
Walgreens September 2010 - October 2012
John Jay College September 2009 - September 2010
Skills
Cash Handling Experience, Sales, Customer Service, Employee Benefits, Leadership, Operations Management, Microsoft Office, Microsoft Excel, Employee Engagement, Financial Analysis, Marketing Strategy, Dispute Resolution, Microsoft Publisher, Employee Management, Organizational..., Product Marketing, Direct Marketing, Finance, Property & Casualty..., Life Insurance, Commercial Insurance, Term Life Insurance, Health Insurance, Marketing, Team Building, Public Speaking, Insurance, Time Management, Event Planning, Higher Education, Nonprofits, PowerPoint, Strategic Planning
Education
John Jay College of Criminal Justice 2006 — 2010
Bachelor's degree, Criminal Justice, 3.4/4.0
New Utrecht High School 2002 — 2006
Daniel Ennis's New York Life & MainStay Investments Experience July 2014 - Present
Job Student at Providence College
Industry Accounting
Experience
New York Life & MainStay Investments July 2014 - Present
Education
Providence College 2010 — 2014
New York Life & MainStay Investments July 2014 - Present
Education
Providence College 2010 — 2014
John Morelli's New York Life & MainStay Investments Experience January 2001 - Present
Job Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2001 - Present
Concord Equity Group January 1999 - December 2000
MassMutual Financial Group of Virginia July 1997 - December 1999
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Series 63, Series 7, Series 6, 401k, Life Insurance, IRAs, Investments, Insurance, Securities, Finance
Education
Radford University 1994 — 1997
Bachelor of Business Administration (BBA), Finance, General
University of Antwerp
New York Life & MainStay Investments January 2001 - Present
Concord Equity Group January 1999 - December 2000
MassMutual Financial Group of Virginia July 1997 - December 1999
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Series 63, Series 7, Series 6, 401k, Life Insurance, IRAs, Investments, Insurance, Securities, Finance
Education
Radford University 1994 — 1997
Bachelor of Business Administration (BBA), Finance, General
University of Antwerp
Cassandra Kettle's New York Life & MainStay Investments Experience September 2014 - Present
Job Marketing Assistant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments September 2014 - Present
Education
Pima Community College 2012 — 2014
Liberal Arts
New York Life & MainStay Investments September 2014 - Present
Education
Pima Community College 2012 — 2014
Liberal Arts
David LeGendre's New York Life & MainStay Investments Experience October 1999 - July 2005
Job Cash/AR Specialist at Tedeschi Food Shops
Industry Retail
Experience
Tedeschi Food Shops, Inc. March 2014 - Present
Brown Brothers Harriman September 2006 - September 2013
State Street July 2005 - September 2006
New York Life & MainStay Investments October 1999 - July 2005
Army National Guard November 1992 - October 2000
Skills
Fund Accounting
Education
Bridgewater State University 1993 — 1998
Bachelor's degree, English Language and Literature/Letters
Tedeschi Food Shops, Inc. March 2014 - Present
Brown Brothers Harriman September 2006 - September 2013
State Street July 2005 - September 2006
New York Life & MainStay Investments October 1999 - July 2005
Army National Guard November 1992 - October 2000
Skills
Fund Accounting
Education
Bridgewater State University 1993 — 1998
Bachelor's degree, English Language and Literature/Letters
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group