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
W. Alex Bray W. Alex Bray's New York Life & MainStay Investments Experience July 2013 - January 2014
Job Account Manager at LakePharma, Inc.
Industry Management Consulting
Experience
LakePharma, Inc. January 2014 - Present
New York Life & MainStay Investments July 2013 - January 2014
Skills
Communication Skills, Project Management, Account Management, Sales Operations, Monoclonal Antibodies, Protein Expression, Protein Engineering, Protein Purification, Hybridoma, Children, Childcare, Customer Service, Customer Support, Team Leadership, Team Building, Teamwork, Management, Sales, Research, Microsoft Excel, Financial Analysis, Long-term Care, Mutual Funds, Financial Services, Retirement Planning, Tax, Investments, Financial Planning, Financial Modeling, Finance
Education
University of California, Santa Barbara 2008 — 2012
Bachelor's Degree, Business/Managerial Economics and Accounting
Archbishop Riordan High School 2004 — 2008
High School
LakePharma, Inc. January 2014 - Present
New York Life & MainStay Investments July 2013 - January 2014
Skills
Communication Skills, Project Management, Account Management, Sales Operations, Monoclonal Antibodies, Protein Expression, Protein Engineering, Protein Purification, Hybridoma, Children, Childcare, Customer Service, Customer Support, Team Leadership, Team Building, Teamwork, Management, Sales, Research, Microsoft Excel, Financial Analysis, Long-term Care, Mutual Funds, Financial Services, Retirement Planning, Tax, Investments, Financial Planning, Financial Modeling, Finance
Education
University of California, Santa Barbara 2008 — 2012
Bachelor's Degree, Business/Managerial Economics and Accounting
Archbishop Riordan High School 2004 — 2008
High School
Ashley Blanco Ashley Blanco's New York Life & MainStay Investments Experience May 2009 - Present
Job Regional Vice President New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments May 2009 - Present
Evergreen Investments, Division of Wells Fargo (Legacy Wachovia Corp.) 2008 - 2009
Skills
Investments, Series 7, Series 63, Retirement Planning, Fixed Annuities, Mutual Funds, Sales
Education
University of Colorado Boulder 2004 — 2008
bs, finance, real estate
University of Colorado Boulder - Leeds School of Business 2004 — 2008
bs, Finance
New York Life & MainStay Investments May 2009 - Present
Evergreen Investments, Division of Wells Fargo (Legacy Wachovia Corp.) 2008 - 2009
Skills
Investments, Series 7, Series 63, Retirement Planning, Fixed Annuities, Mutual Funds, Sales
Education
University of Colorado Boulder 2004 — 2008
bs, finance, real estate
University of Colorado Boulder - Leeds School of Business 2004 — 2008
bs, Finance
Brett Hull's New York Life & MainStay Investments Experience March 2012 - Present
Job Registered Representative at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments March 2012 - Present
New York Life Insurance Company September 2011 - Present
Texas Tech University April 2010 - June 2011
Texas Tech University November 2005 - April 2010
Texas Tech University November 2003 - October 2005
Skills
401k Rollovers, 401k, Annuity Sales, Strategic Financial..., Business Insurance..., Buy-sell Agreements, IRA Rollovers, Retirement Planning, Investments, Life Insurance..., Education Funding..., Legacy Planning, Insurance, Accounting, Financial Reporting, Financial Analysis, Management, Forecasting, Microsoft Excel, Managerial Finance, Finance, Budgets, Analysis
Education
Texas Tech University 2000 — 2002
BBA, Finance
Midland College 1998 — 2000
General Business
New York Life & MainStay Investments March 2012 - Present
New York Life Insurance Company September 2011 - Present
Texas Tech University April 2010 - June 2011
Texas Tech University November 2005 - April 2010
Texas Tech University November 2003 - October 2005
Skills
401k Rollovers, 401k, Annuity Sales, Strategic Financial..., Business Insurance..., Buy-sell Agreements, IRA Rollovers, Retirement Planning, Investments, Life Insurance..., Education Funding..., Legacy Planning, Insurance, Accounting, Financial Reporting, Financial Analysis, Management, Forecasting, Microsoft Excel, Managerial Finance, Finance, Budgets, Analysis
Education
Texas Tech University 2000 — 2002
BBA, Finance
Midland College 1998 — 2000
General Business
SHUYANG WU SHUYANG WU's New York Life & MainStay Investments Experience November 2013 - May 2014
Job Financial Service Representative at New York Life & MainStay Investments
Industry Insurance
Experience
New York Life & MainStay Investments November 2013 - May 2014
Tianjin DaTong Investment Group Co. Ltd June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Bloomberg, Financial Modeling, Investments, Customer Service, Economics, Valuation, Teamwork, Matlab, C++
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2013
Master's Degree of Science, Investment and Security, GPA 3.84/4.00
TIAN JIN UNIVERSITY OF FINANCE AND ECONOMICS 2005 — 2009
Bachelor's Degree of Economics, Risk Management and Insurance, GPA: 3.45/4.00
New York Life & MainStay Investments November 2013 - May 2014
Tianjin DaTong Investment Group Co. Ltd June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Bloomberg, Financial Modeling, Investments, Customer Service, Economics, Valuation, Teamwork, Matlab, C++
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2013
Master's Degree of Science, Investment and Security, GPA 3.84/4.00
TIAN JIN UNIVERSITY OF FINANCE AND ECONOMICS 2005 — 2009
Bachelor's Degree of Economics, Risk Management and Insurance, GPA: 3.45/4.00
Lee Cohen'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
New York Life Insurance Company January 2013 - December 2013
Skills
Annuity Product..., Financial Services, Mutual Fund Product..., Securities Industry, Guaranteed Income..., Investment Products, Series 6, Series 63, Life and Health..., Marketing Strategy, Fixed Income Product..., Equity Product Knowledge, Creative Problem Solving, Public Speaking, Series 7
Education
St. Francis College 2005 — 2010
Bachelor of Science (BS), Biology, General, 3.3
New York Life & MainStay Investments January 2014 - Present
New York Life Insurance Company January 2013 - December 2013
Skills
Annuity Product..., Financial Services, Mutual Fund Product..., Securities Industry, Guaranteed Income..., Investment Products, Series 6, Series 63, Life and Health..., Marketing Strategy, Fixed Income Product..., Equity Product Knowledge, Creative Problem Solving, Public Speaking, Series 7
Education
St. Francis College 2005 — 2010
Bachelor of Science (BS), Biology, General, 3.3
Derek Fecteau'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
Ameriprise Financial Services, Inc. May 2006 - February 2009
Skills
Annuity, Mutual Funds, Series 7, Investments
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Finance
New York Life & MainStay Investments February 2009 - Present
Ameriprise Financial Services, Inc. May 2006 - February 2009
Skills
Annuity, Mutual Funds, Series 7, Investments
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Finance
David Hescheles,Senior ManagingDirector,CIMA® David Hescheles,Senior ManagingDirector,CIMA®'s New York Life & MainStay Investments Experience January 2012 - Present
Job National Sales Manager at New York Life & MainStay Investments
Industry Investment Management
Experience
New York Life & MainStay Investments January 2012 - Present
New York Life & MainStay Investments January 2010 - December 2011
New York Life & MainStay Investments January 2008 - December 2009
New York Life & MainStay Investments January 2004 - December 2007
Skills
Series 7, Series 24, Series 63, Series 65, Life & Health Insurance...
Education
University of Wisconsin-Madison
B.A., Economics
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
New York Life & MainStay Investments January 2012 - Present
New York Life & MainStay Investments January 2010 - December 2011
New York Life & MainStay Investments January 2008 - December 2009
New York Life & MainStay Investments January 2004 - December 2007
Skills
Series 7, Series 24, Series 63, Series 65, Life & Health Insurance...
Education
University of Wisconsin-Madison
B.A., Economics
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Jason Bader's New York Life & MainStay Investments Experience June 2014 - Present
Job Internal Sales Consultant New York Life & Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments June 2014 - Present
J.P. Morgan June 2010 - June 2014
Wells Fargo March 2007 - May 2010
Skills
Investments, Sales, Credit, Equities, Sports, Financial Analysis, Fixed Income, Series 7, Microsoft Excel, Mutual Funds, Financial Services, Bloomberg, Relationship Management, Series 63, Asset Management, Travel, Bloomberg Terminal
Education
University at Buffalo 2002 — 2004
Bachelor's Degree
State University of New York College at Oneonta 2000 — 2002
New York Life & MainStay Investments June 2014 - Present
J.P. Morgan June 2010 - June 2014
Wells Fargo March 2007 - May 2010
Skills
Investments, Sales, Credit, Equities, Sports, Financial Analysis, Fixed Income, Series 7, Microsoft Excel, Mutual Funds, Financial Services, Bloomberg, Relationship Management, Series 63, Asset Management, Travel, Bloomberg Terminal
Education
University at Buffalo 2002 — 2004
Bachelor's Degree
State University of New York College at Oneonta 2000 — 2002
Rebekah (Bekie Underwood) Valenzuela Rebekah (Bekie Underwood) Valenzuela's New York Life & MainStay Investments Experience January 2009 - November 2013
Job Principal at Rebekah Valenzuela, Registered Representative at Cetera Financial Networks
Industry Financial Services
Experience
Cetera Advisor Networks LLC November 2014 - Present
New York Life & MainStay Investments January 2009 - November 2013
O'Brien Realty January 2004 - December 2008
St. Peter's Catholic School August 2000 - August 2003
Skills
Life Insurance, Insurance, Finance, Retirement, Securities
Education
Western Washington University 1996 — 1998
Bachelor of Science (BS), Biology/Chemistry
The University of Texas at Austin 1982 — 1985
Cetera Advisor Networks LLC November 2014 - Present
New York Life & MainStay Investments January 2009 - November 2013
O'Brien Realty January 2004 - December 2008
St. Peter's Catholic School August 2000 - August 2003
Skills
Life Insurance, Insurance, Finance, Retirement, Securities
Education
Western Washington University 1996 — 1998
Bachelor of Science (BS), Biology/Chemistry
The University of Texas at Austin 1982 — 1985
Viral Solanki Viral Solanki's New York Life & MainStay Investments Experience August 2014 - Present
Job Strategic Asset Allocation and Solutions, Associate at New York Life & MainStay Investments
Industry Investment Management
Experience
New York Life & MainStay Investments August 2014 - Present
Koch Supply & Trading May 2014 - August 2014
AIG June 2013 - August 2013
Covanta Energy September 2011 - August 2012
Skills
Financial Analysis, VBA, Derivatives, Valuation, Financial Modeling, Risk Management, Bloomberg, Hedge Funds, C++, Analysis, Corporate Finance, Data Analysis, Fixed Income, Portfolio Management, Asset Management, Economics, Equities
Education
Stevens Institute of Technology 2009 — 2014
Bachelor of Science (B.Sc.), Quantitative Finance
New York Life & MainStay Investments August 2014 - Present
Koch Supply & Trading May 2014 - August 2014
AIG June 2013 - August 2013
Covanta Energy September 2011 - August 2012
Skills
Financial Analysis, VBA, Derivatives, Valuation, Financial Modeling, Risk Management, Bloomberg, Hedge Funds, C++, Analysis, Corporate Finance, Data Analysis, Fixed Income, Portfolio Management, Asset Management, Economics, Equities
Education
Stevens Institute of Technology 2009 — 2014
Bachelor of Science (B.Sc.), Quantitative Finance
Isaiah Beaulieu Isaiah Beaulieu'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
Columbia Management March 2000 - February 2009
Education
University of Maine 1995 — 1999
Finance, Business
New York Life & MainStay Investments February 2009 - Present
Columbia Management March 2000 - February 2009
Education
University of Maine 1995 — 1999
Finance, Business
Katie Desai Katie Desai's New York Life & MainStay Investments Experience 2003 - 2010
Job Vice President | Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
TD Ameritrade Institutional September 2010 - July 2012
New York Life / MainStay Investments 2003 - 2010
Kelmoore Investment Company 2001 - 2003
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science, Economics
Fidelity Investments July 2012 - Present
TD Ameritrade Institutional September 2010 - July 2012
New York Life / MainStay Investments 2003 - 2010
Kelmoore Investment Company 2001 - 2003
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science, Economics
Eric Livesey Eric Livesey's New York Life & MainStay Investments Experience July 2006 - May 2008
Job Senior Associate at Hilco Valuation Services, LLC
Industry Financial Services
Experience
Hilco Valuation Services, LLC May 2013 - Present
Hilco Valuation Services, LLC January 2013 - May 2013
Hilco Valuation Services, LLC June 2009 - January 2013
New York Life & MainStay Investments July 2006 - May 2008
Skills
Financial Analysis, Inventory Valuation, Accounting, Finance, PowerPoint, Microsoft Word, Microsoft Excel, Inventory Analysis, Organization, Interviews, Vlookup, MS Excel Pivot Tables
Education
University of Rhode Island - College of Business Administration 2003 — 2006
Bachelor of Science (B.S.), Accounting, Graduated Cum Laude
Hilco Valuation Services, LLC May 2013 - Present
Hilco Valuation Services, LLC January 2013 - May 2013
Hilco Valuation Services, LLC June 2009 - January 2013
New York Life & MainStay Investments July 2006 - May 2008
Skills
Financial Analysis, Inventory Valuation, Accounting, Finance, PowerPoint, Microsoft Word, Microsoft Excel, Inventory Analysis, Organization, Interviews, Vlookup, MS Excel Pivot Tables
Education
University of Rhode Island - College of Business Administration 2003 — 2006
Bachelor of Science (B.S.), Accounting, Graduated Cum Laude
Justin Tobon Justin Tobon's New York Life & MainStay Investments Experience June 2015 - Present
Job Regional Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments June 2015 - Present
New York Life & MainStay Investments March 2013 - Present
IntercontinentalExchange, Inc. 2011 - 2012
New York Mercantile Exchange 2007 - 2011
Skills
Derivatives, Trading, Investments, Financial Analysis, Series 7, Series 66, Life & Health Insurance..., Securities, Alternative Investments, Mutual Funds, Options, Commodity, Separately Managed..., Fixed Annuities, Finance, Sales, Options Strategies, Fixed Income, Bonds, Financial Markets, Equities, Capital Markets, Electronic Trading, Investment Management, Financial Services, Wealth Management..., Asset Management, Portfolio Optimization, IRAs, Retirement Planning, Morningstar, Qualified Retirement..., Retirement, Commodity Markets, Roth IRA, Trading Strategies, Market Making, Hedging
Education
SUNY Albany 2005 — 2009
Bachelor's degree, Finance, General
New York Life & MainStay Investments June 2015 - Present
New York Life & MainStay Investments March 2013 - Present
IntercontinentalExchange, Inc. 2011 - 2012
New York Mercantile Exchange 2007 - 2011
Skills
Derivatives, Trading, Investments, Financial Analysis, Series 7, Series 66, Life & Health Insurance..., Securities, Alternative Investments, Mutual Funds, Options, Commodity, Separately Managed..., Fixed Annuities, Finance, Sales, Options Strategies, Fixed Income, Bonds, Financial Markets, Equities, Capital Markets, Electronic Trading, Investment Management, Financial Services, Wealth Management..., Asset Management, Portfolio Optimization, IRAs, Retirement Planning, Morningstar, Qualified Retirement..., Retirement, Commodity Markets, Roth IRA, Trading Strategies, Market Making, Hedging
Education
SUNY Albany 2005 — 2009
Bachelor's degree, Finance, General
Jamie Hawes Jamie Hawes's New York Life & MainStay Investments Experience March 1996 - Present
Job Director at New York Life & MainStay Investments
Industry Investment Management
Experience
New York Life & MainStay Investments March 1996 - Present
Franklin Templeton Investments January 1992 - March 1996
Skills
Banking, Portfolio Management, Equities, Asset Managment, Investments, New Business Development, Sales Management, Asset Management, Mutual Funds, Series 63, Alternative Investments, Securities, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Financial Services, ETFs, Asset Allocation
Education
University of New Hampshire 1986 — 1990
Bachelor of Arts (B.A.)
University of New Hampshire
Bachelor of Arts (B.A.)
New York Life & MainStay Investments March 1996 - Present
Franklin Templeton Investments January 1992 - March 1996
Skills
Banking, Portfolio Management, Equities, Asset Managment, Investments, New Business Development, Sales Management, Asset Management, Mutual Funds, Series 63, Alternative Investments, Securities, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Financial Services, ETFs, Asset Allocation
Education
University of New Hampshire 1986 — 1990
Bachelor of Arts (B.A.)
University of New Hampshire
Bachelor of Arts (B.A.)
Frank Vilcnik Frank Vilcnik'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
AmSouth Bank September 1994 - January 2005
Key Brokerage 1991 - 1994
Goldome Agency 1987 - 1991
Combined Insurance 1985 - 1987
Skills
Fixed Annuities, Series 63, Mutual Funds, Series 7, Series 6, Retirement Planning, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Variable Annuities, Insurance, Series 24, Series 65, Income, Income for Life, Fixed Income, Financial Advisory, Portfolio Management, Financial Services, Estate Planning, Financial Planners, IRAs, FINRA, ETFs, Investment Strategies, Investment Advisory, Separately Managed..., Guaranteed Lifetime..., Financial Planning, Finance, Life Insurance
Education
State University of New York at Buffalo 1980 — 1984
BA, Geography
New York Life & MainStay Investments January 2005 - Present
AmSouth Bank September 1994 - January 2005
Key Brokerage 1991 - 1994
Goldome Agency 1987 - 1991
Combined Insurance 1985 - 1987
Skills
Fixed Annuities, Series 63, Mutual Funds, Series 7, Series 6, Retirement Planning, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Variable Annuities, Insurance, Series 24, Series 65, Income, Income for Life, Fixed Income, Financial Advisory, Portfolio Management, Financial Services, Estate Planning, Financial Planners, IRAs, FINRA, ETFs, Investment Strategies, Investment Advisory, Separately Managed..., Guaranteed Lifetime..., Financial Planning, Finance, Life Insurance
Education
State University of New York at Buffalo 1980 — 1984
BA, Geography
Paul T. Massie, CFA, CAIA Paul T. Massie, CFA, CAIA's New York Life & MainStay Investments Experience September 2013 - Present
Job Director Relationship Management, RIA & Private Bank Channel
Industry Financial Services
Experience
New York Life & MainStay Investments September 2013 - Present
New York Life Insurance Company January 2011 - September 2013
New York Life Insurance Company January 2010 - December 2010
New York Life Insurance Company July 2008 - December 2009
New York Life Insurance Company June 2007 - July 2008
Skills
Mutual Funds, Series 7, Investments, Series 24, Relationship Management, Chartered Financial..., Series 63, Series 65, CAIA, Asset Allocation, Alternative Investments, Investment Management
Education
State University of New York College at Cortland 2000 — 2004
BA, Business Economics
New York Life & MainStay Investments September 2013 - Present
New York Life Insurance Company January 2011 - September 2013
New York Life Insurance Company January 2010 - December 2010
New York Life Insurance Company July 2008 - December 2009
New York Life Insurance Company June 2007 - July 2008
Skills
Mutual Funds, Series 7, Investments, Series 24, Relationship Management, Chartered Financial..., Series 63, Series 65, CAIA, Asset Allocation, Alternative Investments, Investment Management
Education
State University of New York College at Cortland 2000 — 2004
BA, Business Economics
Sheila Kurdinger Sheila Kurdinger's New York Life & MainStay Investments Experience March 2004 - May 2005
Job Marketing Manager at DIIT Solution
Industry Accounting
Experience
DIIT Solution March 2005 - Present
New York Life & MainStay Investments March 2004 - May 2005
Skills
Marketing Strategy
Education
United States Military Academy at West Point 2000 — 2005
Master of Business Administration (MBA), Accounting
DIIT Solution March 2005 - Present
New York Life & MainStay Investments March 2004 - May 2005
Skills
Marketing Strategy
Education
United States Military Academy at West Point 2000 — 2005
Master of Business Administration (MBA), Accounting
Stanley Chen Partner at New York Life's New York Life & MainStay Investments Experience December 2014 - Present
Job Creating a Culture of Success for My Sales Organization Is My Passion. What Inspires You?
Industry Financial Services
Experience
New York Life & MainStay Investments December 2014 - Present
NYLIFE Securities LLC August 2012 - Present
Skills
Insurance, Leadership, Investments, Management, Fixed Annuities, Retirement Planning, Marketing, Estate Planning, Analysis, Small Business, IRAs, Recruiting, Training & Development, Talent Acquisition, Interviews, Hiring, Career Development, Mentoring, 401(k) Rollovers, Risk Management, Education Funding, Annuity Sales, Licensed in Long-Term..., Asset Protection, Multi-Generational..., Gifting Strategies, Wealth Preservation...
Education
University of Portland 2009 — 2011
BBA, Marketing and Management Major
New York Life & MainStay Investments December 2014 - Present
NYLIFE Securities LLC August 2012 - Present
Skills
Insurance, Leadership, Investments, Management, Fixed Annuities, Retirement Planning, Marketing, Estate Planning, Analysis, Small Business, IRAs, Recruiting, Training & Development, Talent Acquisition, Interviews, Hiring, Career Development, Mentoring, 401(k) Rollovers, Risk Management, Education Funding, Annuity Sales, Licensed in Long-Term..., Asset Protection, Multi-Generational..., Gifting Strategies, Wealth Preservation...
Education
University of Portland 2009 — 2011
BBA, Marketing and Management Major
Gueve Ataie's New York Life & MainStay Investments Experience June 2015 - Present
Job Sales Associate at MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments June 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Boston Private Bank & Trust June 2013 - August 2013
Axiom Capital Group, Inc. July 2012 - August 2012
Massachusetts Growth Capital Corp. May 2012 - July 2012
SBANE (Smaller Business Association of New England) May 2011 - July 2011
Skills
Economics, Corporate Finance, Microsoft Excel, PowerPoint, Financial Markets, Microsoft Office, Teamwork, Research, Risk Management, Finance, Financial Analysis, Social Media, Microsoft Word
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
New York Life & MainStay Investments June 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Boston Private Bank & Trust June 2013 - August 2013
Axiom Capital Group, Inc. July 2012 - August 2012
Massachusetts Growth Capital Corp. May 2012 - July 2012
SBANE (Smaller Business Association of New England) May 2011 - July 2011
Skills
Economics, Corporate Finance, Microsoft Excel, PowerPoint, Financial Markets, Microsoft Office, Teamwork, Research, Risk Management, Finance, Financial Analysis, Social Media, Microsoft Word
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
Janiene Losco Janiene Losco's New York Life & MainStay Investments Experience April 2000 - Present
Job Managing Director, Digital, Advertising & Creative Services
Industry Financial Services
Experience
New York Life & MainStay Investments April 2000 - Present
Prudential 1996 - 2000
MetLife 1987 - 1996
Skills
Online Marketing, Integrated Marketing, Brand Development, Marketing Management, Social Media, Digital Marketing, Advertising, E-commerce, Marketing Communications, Marketing Strategy, Email Marketing, Mutual Funds, Digital Strategy, Annuities, Mobile, Online Branding, Creative Direction, Social Media Marketing, Digital Media, Marketing, B2B Marketing, Corporate Branding, Copywriting, Brand Management, Corporate Communications, Creative Strategy, Brand Architecture, Social Networking, Content Strategy, Web Content Management, Web Project Management, User Experience, Financial Services, Search Engine Marketing, Digital Advertising, Life Insurance, Web Design, Strategy, Direct Marketing, Strategic Communications, Online Advertising, Web Analytics, Lead Generation, Interactive Marketing, Strategic Partnerships, Mobile Marketing, Business Strategy, Management, SEO, Multi-channel Marketing
Education
Fairleigh Dickinson University-Florham Campus
M.A., Corporate Communications
The College of New Jersey
B.A., Advertising & Design
New York Life & MainStay Investments April 2000 - Present
Prudential 1996 - 2000
MetLife 1987 - 1996
Skills
Online Marketing, Integrated Marketing, Brand Development, Marketing Management, Social Media, Digital Marketing, Advertising, E-commerce, Marketing Communications, Marketing Strategy, Email Marketing, Mutual Funds, Digital Strategy, Annuities, Mobile, Online Branding, Creative Direction, Social Media Marketing, Digital Media, Marketing, B2B Marketing, Corporate Branding, Copywriting, Brand Management, Corporate Communications, Creative Strategy, Brand Architecture, Social Networking, Content Strategy, Web Content Management, Web Project Management, User Experience, Financial Services, Search Engine Marketing, Digital Advertising, Life Insurance, Web Design, Strategy, Direct Marketing, Strategic Communications, Online Advertising, Web Analytics, Lead Generation, Interactive Marketing, Strategic Partnerships, Mobile Marketing, Business Strategy, Management, SEO, Multi-channel Marketing
Education
Fairleigh Dickinson University-Florham Campus
M.A., Corporate Communications
The College of New Jersey
B.A., Advertising & Design
Blair Fetzer's New York Life & MainStay Investments Experience 1991 - 1993
Job Financial Advisor at AIG Financial Network | SagePoint Financial Inc.
Industry Financial Services
Experience
Safelite 2002 - 2014
Safelite AutoGlass 1999 - 2002
Safelite AutoGlass 1993 - 1999
New York Life & MainStay Investments 1991 - 1993
Skills
Build Strong Teams, Business Development, Marketing Strategy, Driving Results, Talent Developer, Strategic Hiring, Communication, Customer Satisfaction, Customer Retention, Sales, Account Management, Sales Management, Sales Process, Competitive Analysis, B2B, Salesforce.com, Marketing, Management, New Business Development
Education
Towson University 1989 — 1993
Master of Arts (M.A.), Mass Communication/Media Studies
Towson University 1985 — 1988
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Safelite 2002 - 2014
Safelite AutoGlass 1999 - 2002
Safelite AutoGlass 1993 - 1999
New York Life & MainStay Investments 1991 - 1993
Skills
Build Strong Teams, Business Development, Marketing Strategy, Driving Results, Talent Developer, Strategic Hiring, Communication, Customer Satisfaction, Customer Retention, Sales, Account Management, Sales Management, Sales Process, Competitive Analysis, B2B, Salesforce.com, Marketing, Management, New Business Development
Education
Towson University 1989 — 1993
Master of Arts (M.A.), Mass Communication/Media Studies
Towson University 1985 — 1988
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Brittany G. Hewitt Brittany G. Hewitt's New York Life & MainStay Investments Experience June 2013 - Present
Job Sales Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments June 2013 - Present
MetLife Investors April 2010 - June 2013
Total Pain Solutions September 2009 - February 2010
The University of Arizona Athletic Dept September 2008 - May 2009
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science (B.S.), Finance and International Business
Universitat de Barcelona / University of Barcelona 2008 — 2008
International Business, Study Abroad
Dana Hills High School
New York Life & MainStay Investments June 2013 - Present
MetLife Investors April 2010 - June 2013
Total Pain Solutions September 2009 - February 2010
The University of Arizona Athletic Dept September 2008 - May 2009
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science (B.S.), Finance and International Business
Universitat de Barcelona / University of Barcelona 2008 — 2008
International Business, Study Abroad
Dana Hills High School
Rj Quick Rj Quick's New York Life & MainStay Investments Experience November 1988 - July 1998
Job Elvis Tribute Artist
Industry Entertainment
Experience
Self-employed January 2002 - Present
New York Life & MainStay Investments November 1988 - July 1998
R J Quick Construction January 1967 - April 1984
Skills
Real Estate License, Licensed Life & Health..., License Irrigation...
Education
Texas A&M University-Commerce 1968 — 1972
Political science
Self-employed January 2002 - Present
New York Life & MainStay Investments November 1988 - July 1998
R J Quick Construction January 1967 - April 1984
Skills
Real Estate License, Licensed Life & Health..., License Irrigation...
Education
Texas A&M University-Commerce 1968 — 1972
Political science
Kevin Faranetta Kevin Faranetta's New York Life & MainStay Investments Experience March 2015 - Present
Job Sales Reporting and Analytics at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments March 2015 - Present
New York Life Investment Mgmt July 2013 - March 2015
New York Life Investments Management May 2012 - December 2012
YMCA July 2005 - June 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft SQL Server, Visual Basic, SQL, Microsoft Office, Minitab, PowerPoint, Access, Teamwork, Analysis, Data Analysis, Financial Analysis, Leadership
Education
University of Maryland College Park 2009 — 2013
Bachelor's, Operations Management, Marketing, Actuarial Science
Robert H. Smith School of Business
Randolph High School 2005 — 2009
High School
New York Life & MainStay Investments March 2015 - Present
New York Life Investment Mgmt July 2013 - March 2015
New York Life Investments Management May 2012 - December 2012
YMCA July 2005 - June 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft SQL Server, Visual Basic, SQL, Microsoft Office, Minitab, PowerPoint, Access, Teamwork, Analysis, Data Analysis, Financial Analysis, Leadership
Education
University of Maryland College Park 2009 — 2013
Bachelor's, Operations Management, Marketing, Actuarial Science
Robert H. Smith School of Business
Randolph High School 2005 — 2009
High School
Larry Shumbres Larry Shumbres's New York Life & MainStay Investments Experience March 2006 - June 2007
Job Vice President for SmartVision, Institutional Intelligence for Financial Advisors
Industry Financial Services
Experience
eVestment October 2014 - Present
eMoney Advisor June 2013 - July 2014
Schwab Institutional July 2011 - June 2013
Morningstar February 2010 - July 2011
Multi-Funds, Inc. January 2008 - February 2010
New York Life & MainStay Investments March 2006 - June 2007
Skills
Investments, Portfolio Management, Mutual Funds, Financial Services, Asset Allocation, Financial Advisory, Series 63, Alternative Investments, Wealth Management, Strategic Financial..., Series 7, Relationship Management, Management, Business Development, ETFs, Financial Planning
Education
University of Pittsburgh 1992 — 1997
BA, Pre-Law
eVestment October 2014 - Present
eMoney Advisor June 2013 - July 2014
Schwab Institutional July 2011 - June 2013
Morningstar February 2010 - July 2011
Multi-Funds, Inc. January 2008 - February 2010
New York Life & MainStay Investments March 2006 - June 2007
Skills
Investments, Portfolio Management, Mutual Funds, Financial Services, Asset Allocation, Financial Advisory, Series 63, Alternative Investments, Wealth Management, Strategic Financial..., Series 7, Relationship Management, Management, Business Development, ETFs, Financial Planning
Education
University of Pittsburgh 1992 — 1997
BA, Pre-Law
Jonathan Sabin Jonathan Sabin's New York Life & MainStay Investments Experience March 2015 - Present
Job Retirement Income Wholesaler at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments March 2015 - Present
New York Life & MainStay Investments October 2012 - March 2015
New York Life & MainStay Investments July 2012 - October 2012
Morgan Stanley May 2007 - November 2011
Akin Gump Strauss Hauer & Feld LLP May 2006 - August 2007
Skills
Wealth Management, Series 7, Series 63, Series 65, Series 31, Retirement Planning, Investment Strategies, Financial Advisory, Investment Selection, Mutual Funds, Separately Managed..., Securities, Fixed Annuities, FINRA
Education
The George Washington University 2003 — 2007
International Affairs, Economic Development
New York Life & MainStay Investments March 2015 - Present
New York Life & MainStay Investments October 2012 - March 2015
New York Life & MainStay Investments July 2012 - October 2012
Morgan Stanley May 2007 - November 2011
Akin Gump Strauss Hauer & Feld LLP May 2006 - August 2007
Skills
Wealth Management, Series 7, Series 63, Series 65, Series 31, Retirement Planning, Investment Strategies, Financial Advisory, Investment Selection, Mutual Funds, Separately Managed..., Securities, Fixed Annuities, FINRA
Education
The George Washington University 2003 — 2007
International Affairs, Economic Development
Lai Connie Lai Connie's New York Life & MainStay Investments Experience September 2002 - Present
Job Financial Service Professional, Registered Representative at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life Insurance Company September 2002 - Present
New York Life & MainStay Investments September 2002 - Present
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Long-term Care, Life Insurance, Health Insurance, Insurance, Securities, Investments, Small Business, Term Life Insurance, Universal Life, Long Term Care Insurance, Retirement, Whole Life
Education
Hong Kong Polytechnic
Maryknoll Convent School
New York Life Insurance Company September 2002 - Present
New York Life & MainStay Investments September 2002 - Present
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Long-term Care, Life Insurance, Health Insurance, Insurance, Securities, Investments, Small Business, Term Life Insurance, Universal Life, Long Term Care Insurance, Retirement, Whole Life
Education
Hong Kong Polytechnic
Maryknoll Convent School
Kevin Gray's New York Life & MainStay Investments Experience December 2013 - September 2015
Job Regional Director for Swan Global Investments Great Lakes
Industry Financial Services
Experience
Swan Global Investments September 2015 - Present
New York Life & MainStay Investments December 2013 - September 2015
New York Life & MainStay Investments September 2011 - December 2013
ING Financial Partners May 2010 - August 2011
Skills
Series 7, Financial Analysis, Retirement Planning, Equities, Strategic Financial..., Asset Allocation, Wealth Management, Portfolio Management, Investments, Asset Management, Series 63, Mutual Funds
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Swan Global Investments September 2015 - Present
New York Life & MainStay Investments December 2013 - September 2015
New York Life & MainStay Investments September 2011 - December 2013
ING Financial Partners May 2010 - August 2011
Skills
Series 7, Financial Analysis, Retirement Planning, Equities, Strategic Financial..., Asset Allocation, Wealth Management, Portfolio Management, Investments, Asset Management, Series 63, Mutual Funds
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Christopher Giacone's New York Life & MainStay Investments Experience March 2008 - December 2009
Job Regional Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2014 - Present
Montage Investments September 2011 - January 2014
BlackRock December 2010 - August 2011
New York Life & MainStay Investments March 2008 - December 2009
Van Eck Global April 2006 - November 2007
Computing Concepts Inc. May 2005 - March 2006
Skills
FINRA Series 3, 6, 7,..., New Jersey Life and..., Mutual Funds, ETFs, Alternative Investments, Investments, Asset Management, Asset Managment
Education
University of Rhode Island 2002 — 2005
Bachelor of Arts (B.A.), History
Guggenheim Partners February 2014 - Present
Montage Investments September 2011 - January 2014
BlackRock December 2010 - August 2011
New York Life & MainStay Investments March 2008 - December 2009
Van Eck Global April 2006 - November 2007
Computing Concepts Inc. May 2005 - March 2006
Skills
FINRA Series 3, 6, 7,..., New Jersey Life and..., Mutual Funds, ETFs, Alternative Investments, Investments, Asset Management, Asset Managment
Education
University of Rhode Island 2002 — 2005
Bachelor of Arts (B.A.), History
Shaun Johnson Shaun Johnson's New York Life & MainStay Investments Experience February 2014 - June 2014
Job Staffing Expert
Industry Human Resources
Experience
AppleOne Employment Services September 2015 - Present
Shadow Express Inc May 2014 - Present
Sunbelt Business Brokers and M&A Advisors March 2015 - September 2015
First Financial Merchant Services October 2014 - March 2015
New York Life & MainStay Investments February 2014 - June 2014
Combined Insurance April 2013 - February 2014
American Income Life Insurance Company January 2011 - April 2013
Skills
Customer Service, Sales, Leadership, Management, Marketing, Technical Recruiting, Business Development, Microsoft Office, Entrepreneurship, Account Management, Sales Management, Business Management, Cold Calling, New Business Development, Business Networking, CRM, Life and Health..., Financial Planning, Merchant Services, Finance, Team Building, Training, Microsoft Excel, Insurance
Education
Minnesota School of Business 2009 — 2011
Bachelor's Degree, Finance, General and Business Administration
University of Minnesota-Twin Cities 2007 — 2009
Associate's degree, General Studies
Centennial High School
AppleOne Employment Services September 2015 - Present
Shadow Express Inc May 2014 - Present
Sunbelt Business Brokers and M&A Advisors March 2015 - September 2015
First Financial Merchant Services October 2014 - March 2015
New York Life & MainStay Investments February 2014 - June 2014
Combined Insurance April 2013 - February 2014
American Income Life Insurance Company January 2011 - April 2013
Skills
Customer Service, Sales, Leadership, Management, Marketing, Technical Recruiting, Business Development, Microsoft Office, Entrepreneurship, Account Management, Sales Management, Business Management, Cold Calling, New Business Development, Business Networking, CRM, Life and Health..., Financial Planning, Merchant Services, Finance, Team Building, Training, Microsoft Excel, Insurance
Education
Minnesota School of Business 2009 — 2011
Bachelor's Degree, Finance, General and Business Administration
University of Minnesota-Twin Cities 2007 — 2009
Associate's degree, General Studies
Centennial High School
Don C. Joe's New York Life & MainStay Investments Experience August 2010 - Present
Job Founder / CEO at Compass Financial Strategies helping families and business owners develop a sound financial strategy.
Industry Financial Services
Experience
Compass Financial Strategies, LLC August 2013 - Present
New York Life & MainStay Investments August 2010 - Present
KC's Restaurant February 1974 - May 2010
Skills
Life Insurance, Disability Insurance, Retirement Planning, Estate Planning, Term Life Insurance, IRAs, 401k Rollovers, Long Term Care Insurance, Financial Services, Securities, Insurance, Mutual Funds, Fixed Annuities, Customer Service, 401k, Roth IRA, Permanent Life Insurance, Irrevocable Life..., Business Continuity..., Simple IRA, Traditional IRA, SEP IRA, Self Directed IRA, Variable Annuities, Charitable Gift..., Estate Tax Planning, Wealth Accumulation..., College Savings Plans, Wine & Spirits Industry, Wine Lists, Food & Beverage, Restaurant Management, Food Service, Series 6, Leadership, Sales
Education
University of Mississippi - School of Business Administration 1982 — 1988
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Cleveland High School 1979 — 1982
High School
Compass Financial Strategies, LLC August 2013 - Present
New York Life & MainStay Investments August 2010 - Present
KC's Restaurant February 1974 - May 2010
Skills
Life Insurance, Disability Insurance, Retirement Planning, Estate Planning, Term Life Insurance, IRAs, 401k Rollovers, Long Term Care Insurance, Financial Services, Securities, Insurance, Mutual Funds, Fixed Annuities, Customer Service, 401k, Roth IRA, Permanent Life Insurance, Irrevocable Life..., Business Continuity..., Simple IRA, Traditional IRA, SEP IRA, Self Directed IRA, Variable Annuities, Charitable Gift..., Estate Tax Planning, Wealth Accumulation..., College Savings Plans, Wine & Spirits Industry, Wine Lists, Food & Beverage, Restaurant Management, Food Service, Series 6, Leadership, Sales
Education
University of Mississippi - School of Business Administration 1982 — 1988
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Cleveland High School 1979 — 1982
High School
Liam Connor Liam Connor'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
New York Life & MainStay Investments June 2014 - Present
Eagle Strategies, LLC June 2013 - August 2013
BNY Mellon June 2012 - August 2012
Skills
Teamwork, Leadership, Time Management, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Public Speaking, Sales, Investments, Social Networking
Education
University of Scranton 2010 — 2014
Bachelor of Science (B.S.), Finance
New York Life & MainStay Investments May 2015 - Present
New York Life & MainStay Investments June 2014 - Present
Eagle Strategies, LLC June 2013 - August 2013
BNY Mellon June 2012 - August 2012
Skills
Teamwork, Leadership, Time Management, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Public Speaking, Sales, Investments, Social Networking
Education
University of Scranton 2010 — 2014
Bachelor of Science (B.S.), Finance
Greg Burke Greg Burke's New York Life & MainStay Investments Experience May 2015 - Present
Job Regional Vice President, Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments May 2015 - Present
RS Investments November 2010 - May 2015
RS Funds January 2010 - November 2010
Fidelity Investments January 2009 - October 2009
Fidelity Investments May 2007 - December 2008
Fidelity Investments March 2006 - May 2007
Fidelity Investments September 2006 - March 2007
Fidelity Investments June 2004 - September 2006
East Coast Hockey League and Elite European Leagues September 1992 - April 2003
Skills
Retirement Planning, Series 7, Fixed Income, Investments, Hedge Funds, Wealth Management, Financial Advisory, Wealth, Finance, Mutual Funds, Series 63, Asset Allocation, Trading, Retirement, Alternative Investments, Asset Management
Education
The Ohio State University 1988 — 1993
BA, Journalism
New York Life & MainStay Investments May 2015 - Present
RS Investments November 2010 - May 2015
RS Funds January 2010 - November 2010
Fidelity Investments January 2009 - October 2009
Fidelity Investments May 2007 - December 2008
Fidelity Investments March 2006 - May 2007
Fidelity Investments September 2006 - March 2007
Fidelity Investments June 2004 - September 2006
East Coast Hockey League and Elite European Leagues September 1992 - April 2003
Skills
Retirement Planning, Series 7, Fixed Income, Investments, Hedge Funds, Wealth Management, Financial Advisory, Wealth, Finance, Mutual Funds, Series 63, Asset Allocation, Trading, Retirement, Alternative Investments, Asset Management
Education
The Ohio State University 1988 — 1993
BA, Journalism
Hector Mendez's New York Life & MainStay Investments Experience March 2010 - Present
Job
Industry Financial Services
Experience
New York Life & MainStay Investments March 2010 - Present
Lord Abbett June 2004 - March 2010
Skills
Series 7, Mutual Funds, Uniform Combined State..., Separately Managed..., Series 63, Series 65, Asset Allocation, Investments, Securities, Investment Strategies, Investment Advisory, Asset Managment, Wealth Management, Retirement Planning, Alternative Investments, Fixed Income, Portfolio Management, 401k, Equities, Fixed Annuities
Education
The College of New Jersey 2000 — 2004
BS, Finance
New York Life & MainStay Investments March 2010 - Present
Lord Abbett June 2004 - March 2010
Skills
Series 7, Mutual Funds, Uniform Combined State..., Separately Managed..., Series 63, Series 65, Asset Allocation, Investments, Securities, Investment Strategies, Investment Advisory, Asset Managment, Wealth Management, Retirement Planning, Alternative Investments, Fixed Income, Portfolio Management, 401k, Equities, Fixed Annuities
Education
The College of New Jersey 2000 — 2004
BS, Finance
Daniel Knoth's New York Life & MainStay Investments Experience February 2012 - Present
Job Sales & Performance Analysis
Industry Financial Services
Experience
New York Life & MainStay Investments February 2012 - Present
New York Life Insurance January 2001 - January 2008
Skills
Financial Analysis, Budgeting, Accounting, Financial Reporting, GAAP, Financial Modeling, Mutual Funds, Analysis, Insurance, Managerial Finance, Securities, Financial Services, Financial Accounting, Microsoft Excel, Forecasting
Education
University at Albany, SUNY 1997 — 2001
B.S. Accounting, Economics minor & Business Administration minor
New York Life & MainStay Investments February 2012 - Present
New York Life Insurance January 2001 - January 2008
Skills
Financial Analysis, Budgeting, Accounting, Financial Reporting, GAAP, Financial Modeling, Mutual Funds, Analysis, Insurance, Managerial Finance, Securities, Financial Services, Financial Accounting, Microsoft Excel, Forecasting
Education
University at Albany, SUNY 1997 — 2001
B.S. Accounting, Economics minor & Business Administration minor
Greg Jones, CIMA®'s New York Life & MainStay Investments Experience 2007 - Present
Job Director at New York Life/MainStay Investments
Industry Financial Services
Experience
New York Life / MainStay Investments 2007 - Present
Africa Investor Inc. 1999 - 2004
JP Morgan & Co. 1994 - 1997
Skills
Alternative Investments, Asset Allocation, Business Strategy, Investments, Series 7, Series 63, Equities, ETFs, Asset Management, Financial Services, Marketing Strategy, Mutual Funds, Securities, Strategic Planning, Wealth Management, Fixed Income, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
University of California, Berkeley 1985 — 1989
BA, Economics
New York Life / MainStay Investments 2007 - Present
Africa Investor Inc. 1999 - 2004
JP Morgan & Co. 1994 - 1997
Skills
Alternative Investments, Asset Allocation, Business Strategy, Investments, Series 7, Series 63, Equities, ETFs, Asset Management, Financial Services, Marketing Strategy, Mutual Funds, Securities, Strategic Planning, Wealth Management, Fixed Income, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
University of California, Berkeley 1985 — 1989
BA, Economics
Amanda Spero's New York Life & MainStay Investments Experience October 2013 - August 2015
Job Director of Marketing, Aon Private Risk Management
Industry Insurance
Experience
Aon August 2015 - Present
New York Life & MainStay Investments October 2013 - August 2015
Ironshore Insurance Inc. April 2009 - October 2013
HN Media & Marketing, Inc. June 2008 - April 2009
Ironshore 2009 - 2009
The Enrichment Center June 2007 - August 2007
Skills
Marketing, Advertising, Marketing Strategy, Email Marketing, Newsletters, Social Media Marketing, Marketing Communications, Press Releases, Sales, Sponsorship, SEO, Public Relations, Social Media, Facebook, Integrated Marketing
Education
University at Albany, SUNY 2004 — 2008
B.A., Communication/Journalism
Aon August 2015 - Present
New York Life & MainStay Investments October 2013 - August 2015
Ironshore Insurance Inc. April 2009 - October 2013
HN Media & Marketing, Inc. June 2008 - April 2009
Ironshore 2009 - 2009
The Enrichment Center June 2007 - August 2007
Skills
Marketing, Advertising, Marketing Strategy, Email Marketing, Newsletters, Social Media Marketing, Marketing Communications, Press Releases, Sales, Sponsorship, SEO, Public Relations, Social Media, Facebook, Integrated Marketing
Education
University at Albany, SUNY 2004 — 2008
B.A., Communication/Journalism
Michael Breidbart's New York Life & MainStay Investments Experience April 2015 - Present
Job Internal Consultant MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments April 2015 - Present
Reis Cooper Llc April 2011 - July 2011
National Basketball Association June 2010 - July 2011
Madison Square Garden August 2009 - May 2010
Skills
Securities Offerings, Alternative Investments, Finance, Series 63, Series 7, Business Development, Asset Allocation, Sales Management, Real Estate, Investments, Securities, Sports Management, Event Management, Asset Management, Event Planning, Social Media, sales, Attack, Financial Services, Mutual Funds, Portfolio Management, Retirement
Education
University of Miami 2006 — 2009
Bachelor of Science (BS), Sports Management
Syosset High School 2002 — 2006
New York Life & MainStay Investments April 2015 - Present
Reis Cooper Llc April 2011 - July 2011
National Basketball Association June 2010 - July 2011
Madison Square Garden August 2009 - May 2010
Skills
Securities Offerings, Alternative Investments, Finance, Series 63, Series 7, Business Development, Asset Allocation, Sales Management, Real Estate, Investments, Securities, Sports Management, Event Management, Asset Management, Event Planning, Social Media, sales, Attack, Financial Services, Mutual Funds, Portfolio Management, Retirement
Education
University of Miami 2006 — 2009
Bachelor of Science (BS), Sports Management
Syosset High School 2002 — 2006
Jeff Namendorf's New York Life & MainStay Investments Experience March 1995 - January 1999
Job Vice President at Dividend Capital
Industry Financial Services
Experience
Dividend Capital November 2003 - Present
Security Benefit Life Ins January 1999 - November 2003
New York Life & MainStay Investments March 1995 - January 1999
Aim Funds September 1991 - March 1995
First Gibraltar Bank/Invest August 1990 - September 1991
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Wealth Management
Education
Stephen F. Austin State University 1983 — 1989
BBA
Dividend Capital November 2003 - Present
Security Benefit Life Ins January 1999 - November 2003
New York Life & MainStay Investments March 1995 - January 1999
Aim Funds September 1991 - March 1995
First Gibraltar Bank/Invest August 1990 - September 1991
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Wealth Management
Education
Stephen F. Austin State University 1983 — 1989
BBA
Michael Breyel's New York Life & MainStay Investments Experience April 2005 - Present
Job Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments April 2005 - Present
Education
University of Arkansas at Fayetteville
New York Life & MainStay Investments April 2005 - Present
Education
University of Arkansas at Fayetteville
Stephen Vinson's New York Life & MainStay Investments Experience June 2015 - Present
Job Investment Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments June 2015 - Present
SunAmerica Financial Group October 2013 - June 2015
Legacy Financial Strategies, LLC June 2013 - September 2013
The Hartford January 2009 - May 2013
The Hartford February 2007 - January 2009
Novartis July 2006 - February 2007
Skills
Investments, Marketing Strategy, Mutual Funds, Retirement Planning, Account Management, Insurance, Sales Management, Strategic Planning
Education
University of Kansas 2002 — 2006
Communications
New York Life & MainStay Investments June 2015 - Present
SunAmerica Financial Group October 2013 - June 2015
Legacy Financial Strategies, LLC June 2013 - September 2013
The Hartford January 2009 - May 2013
The Hartford February 2007 - January 2009
Novartis July 2006 - February 2007
Skills
Investments, Marketing Strategy, Mutual Funds, Retirement Planning, Account Management, Insurance, Sales Management, Strategic Planning
Education
University of Kansas 2002 — 2006
Communications
David Meyncke, CIMA's New York Life & MainStay Investments Experience July 1998 - October 2005
Job Senior Sales Executive, ALPS Portfolio Solutions Distributor, Inc.
Industry Capital Markets
Experience
ALPS, A DST Company October 2009 - Present
Revenue Shares/Phoenix Investment Partners/Prudential Financial February 2006 - October 2009
New York Life & MainStay Investments July 1998 - October 2005
J.W. Seligman July 1992 - July 1998
Registered Representative August 1982 - July 1992
Skills
Investments, Mutual Funds, Series 7, Financial Services, Portfolio Management, Securities, Alternative Investments, Wealth Management, Asset Allocation, Asset Management, ETFs, Fixed Income, Hedge Funds, Leadership, Management, Retirement Planning, Sales, Series 63
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Finance, General
University of Pennsylvania - The Wharton School 2004 — 2004
Sales, Distribution, and Marketing Operations, General
University of Pennsylvania - The Wharton School 1999 — 2000
Business Administration and Management, General
ALPS, A DST Company October 2009 - Present
Revenue Shares/Phoenix Investment Partners/Prudential Financial February 2006 - October 2009
New York Life & MainStay Investments July 1998 - October 2005
J.W. Seligman July 1992 - July 1998
Registered Representative August 1982 - July 1992
Skills
Investments, Mutual Funds, Series 7, Financial Services, Portfolio Management, Securities, Alternative Investments, Wealth Management, Asset Allocation, Asset Management, ETFs, Fixed Income, Hedge Funds, Leadership, Management, Retirement Planning, Sales, Series 63
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Finance, General
University of Pennsylvania - The Wharton School 2004 — 2004
Sales, Distribution, and Marketing Operations, General
University of Pennsylvania - The Wharton School 1999 — 2000
Business Administration and Management, General
Jason Morski's New York Life & MainStay Investments Experience February 2011 - Present
Job Regional Vice President New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments February 2011 - Present
Lord Abbett September 2004 - February 2011
Skills
Mutual Funds, Investments, Series 7, Series 66, Financial Services, Fixed Income, Public Speaking, Securities, Private Equity, Asset Allocation, Wealth, Investment Strategies, Uniform Combined State..., Asset Management, Retirement Planning, Fixed Annuities, Wealth Management, Hedge Funds, Financial Advisory, Series 63, Investment Advisory, Retirement
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Mechanical Engineering
New York Life & MainStay Investments February 2011 - Present
Lord Abbett September 2004 - February 2011
Skills
Mutual Funds, Investments, Series 7, Series 66, Financial Services, Fixed Income, Public Speaking, Securities, Private Equity, Asset Allocation, Wealth, Investment Strategies, Uniform Combined State..., Asset Management, Retirement Planning, Fixed Annuities, Wealth Management, Hedge Funds, Financial Advisory, Series 63, Investment Advisory, Retirement
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Mechanical Engineering
Wualter Ordonez, MBA's New York Life & MainStay Investments Experience March 2012 - Present
Job New York Life Agent
Industry Accounting
Experience
New York Life & MainStay Investments March 2012 - Present
Steadfast Home Campanion February 2012 - August 2012
Wachovia Bank August 2006 - June 2010
The Lending Center April 2005 - August 2006
Wells Fargo January 2000 - April 2005
Skills
Fluent in Spanish, Fluent English, PowerPoint skills, Excel, Quickbooks, Word, QuickBooks, Microsoft Excel
Education
Keller Graduate School of Management 2008 — 2010
MBA, Finance
University of Houston-Downtown 1998 — 2003
BBA, Finance
New York Life & MainStay Investments March 2012 - Present
Steadfast Home Campanion February 2012 - August 2012
Wachovia Bank August 2006 - June 2010
The Lending Center April 2005 - August 2006
Wells Fargo January 2000 - April 2005
Skills
Fluent in Spanish, Fluent English, PowerPoint skills, Excel, Quickbooks, Word, QuickBooks, Microsoft Excel
Education
Keller Graduate School of Management 2008 — 2010
MBA, Finance
University of Houston-Downtown 1998 — 2003
BBA, Finance
Jerry Combs's New York Life & MainStay Investments Experience March 1999 - Present
Job Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments March 1999 - Present
Citicorp Investment Services September 1997 - March 1999
Skills
Mutual Funds, Investments, Retirement, Fixed Income, Guaranteed Lifetime..., Income Annuities, Analytics, customer service, Financial Services, Income, Management, Public Speaking, Marketing Strategy, Relationship Management, Securities, Social Media, Technology, Retirement Planning, Series 7, Wealth Management, Series 63, Portfolio Management, Investment Strategies, IRAs, Fixed Annuities, Estate Planning, Bonds, Asset Management, Asset Allocation, 401k
Education
State University of New York College at Cortland 1991 — 1995
BA, Economics
New York Life & MainStay Investments March 1999 - Present
Citicorp Investment Services September 1997 - March 1999
Skills
Mutual Funds, Investments, Retirement, Fixed Income, Guaranteed Lifetime..., Income Annuities, Analytics, customer service, Financial Services, Income, Management, Public Speaking, Marketing Strategy, Relationship Management, Securities, Social Media, Technology, Retirement Planning, Series 7, Wealth Management, Series 63, Portfolio Management, Investment Strategies, IRAs, Fixed Annuities, Estate Planning, Bonds, Asset Management, Asset Allocation, 401k
Education
State University of New York College at Cortland 1991 — 1995
BA, Economics
Steve Mangiacotti's New York Life & MainStay Investments Experience January 2015 - Present
Job Sales Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2015 - Present
Irvington Fire Department July 2002 - Present
Morgan Stanley Smith Barney October 2008 - December 2014
Skills
Series 7, Wealth Management, Investments, Equities, Retirement Planning, Mutual Funds, Fixed Income, Series 63, Portfolio Management, Strategic Financial..., Asset Managment, Asset Allocation, Financial Analysis, Bloomberg, Microsoft Excel
Education
The Ohio State University 2003 — 2007
BA, Political Science
New York Life & MainStay Investments January 2015 - Present
Irvington Fire Department July 2002 - Present
Morgan Stanley Smith Barney October 2008 - December 2014
Skills
Series 7, Wealth Management, Investments, Equities, Retirement Planning, Mutual Funds, Fixed Income, Series 63, Portfolio Management, Strategic Financial..., Asset Managment, Asset Allocation, Financial Analysis, Bloomberg, Microsoft Excel
Education
The Ohio State University 2003 — 2007
BA, Political Science
Eric Halpern's New York Life & MainStay Investments Experience May 2014 - Present
Job Divisional Sales Desk Manager at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments May 2014 - Present
New York Life & MainStay Investments March 2007 - Present
New York Life Insurance Company March 2007 - February 2010
IFMG June 2006 - March 2007
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Investments, Business Development, Banking, Public Speaking, Project Management, IRAs, 401k, Series 7, Series 63, Series 65, Series 24, Retirement, Insurance, Financial Advisory, Financial Services, Finance, Separately Managed..., Guaranteed Lifetime..., Variable Annuities
Education
SUNY Oneonta 2002 — 2006
New York Life & MainStay Investments May 2014 - Present
New York Life & MainStay Investments March 2007 - Present
New York Life Insurance Company March 2007 - February 2010
IFMG June 2006 - March 2007
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Investments, Business Development, Banking, Public Speaking, Project Management, IRAs, 401k, Series 7, Series 63, Series 65, Series 24, Retirement, Insurance, Financial Advisory, Financial Services, Finance, Separately Managed..., Guaranteed Lifetime..., Variable Annuities
Education
SUNY Oneonta 2002 — 2006
Chris Loffredo's New York Life & MainStay Investments Experience 2012 - 2015
Job Financial Services Professional
Industry Financial Services
Experience
New York Life & MainStay Investments 2012 - 2015
BlackRock June 2006 - December 2010
Merrill Lynch April 2005 - June 2006
Merrill Lynch April 2003 - April 2005
Skills
Mutual Funds, Fixed Income, Financial Services, Equities, Asset Management
Education
University of Maryland College Park 1999 — 2003
Bachelors of Science, Finance
New York Life & MainStay Investments 2012 - 2015
BlackRock June 2006 - December 2010
Merrill Lynch April 2005 - June 2006
Merrill Lynch April 2003 - April 2005
Skills
Mutual Funds, Fixed Income, Financial Services, Equities, Asset Management
Education
University of Maryland College Park 1999 — 2003
Bachelors of Science, Finance
Louis Villaume's New York Life & MainStay Investments Experience September 1976 - Present
Job Agent at New York Life & MainStay Investments
Industry Insurance
Experience
New York Life & MainStay Investments September 1976 - Present
NCR Corporation July 1962 - July 1974
Skills
Life Insurance, Commercial Insurance, Insurance, Term Life Insurance, Health Insurance, Property & Casualty..., Strategic Planning, Microsoft Office, Customer Service, Public Speaking, Marketing, Social Media
Education
University of Pennsylvania - The Wharton School 1950 — 1954
Bachelor of Science (BS), Economics
University of Pennsylvania
Bachelor of Science (BS), Economics
New York Life & MainStay Investments September 1976 - Present
NCR Corporation July 1962 - July 1974
Skills
Life Insurance, Commercial Insurance, Insurance, Term Life Insurance, Health Insurance, Property & Casualty..., Strategic Planning, Microsoft Office, Customer Service, Public Speaking, Marketing, Social Media
Education
University of Pennsylvania - The Wharton School 1950 — 1954
Bachelor of Science (BS), Economics
University of Pennsylvania
Bachelor of Science (BS), Economics
Trey Tucker's New York Life & MainStay Investments Experience June 2010 - January 2014
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2014 - Present
Self-employed June 2010 - Present
New York Life & MainStay Investments June 2010 - January 2014
Rexel February 2008 - April 2010
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities
Education
University of Mississippi 1982 — 1986
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Lamar High School in Meridian, MS 1976 — 1982
High School Diploma
MassMutual Financial Group January 2014 - Present
Self-employed June 2010 - Present
New York Life & MainStay Investments June 2010 - January 2014
Rexel February 2008 - April 2010
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities
Education
University of Mississippi 1982 — 1986
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Lamar High School in Meridian, MS 1976 — 1982
High School Diploma
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group