New York Life Insurance Co
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Customer service: 1 (800) 225-5695 Headquarters: New York City, NY CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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New York Life Insurance Co Employees
PNC Bank August 2014 - Present
Wells Fargo October 2011 - Present
Amerilife Marketing Group September 2009 - October 2011
New York Life Insurance Co. January 2002 - September 2009
Skills
Financial Services, Strategic Financial..., Financial Risk..., Loan Servicing, Account Management, Investment Advisory, Customer Service
Education
Temple University - Fox School of Business and Management 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Talking Marks Media June 2013 - Present
Seattle LGBT Mayor's Commission September 2012 - Present
Care Planning Asssociates May 2011 - Present
New York Life Insurance Co March 2006 - July 2010
Talking Marks January 1995 - February 2006
Chase Manhattan Mortgage May 2002 - December 2004
Conversay 2000 - 2001
Microsoft - SQL Server 7 1996 - 1999
Sierra Geophysics February 1990 - August 1993
Skills
Social Media, Graphic Design, Social Networking, Advertising, Marketing, Marketing Strategy, Photography, Strategic Planning, Public Speaking, Non-profits, Life Insurance, Project Management, Small Business, Insurance, Retirement Planning, Strategy, Public Relations, Nonprofits, Fundraising, Negotiation, Business Development..., Community Engagement, Connecting People, Media Production, Active Listener, Management, Digital Video, Editing, Sales, Problem Solving, Web Design, Business Planning, Research, Leadership, Training, Analysis, Policy, Customer Service, Consulting, Software Documentation, Technical Support
Education
San Diego State University-California State University 1988 — 1989
grad work towards MEd in Ed'l Tech
The University of Texas at Austin 1988 — 1989
study towards MEd, graduate work in Instruct'l Tech
The University of Texas at Austin 1978 — 1983
BS, Communications/Radio TV Film
Sidney Lanier High School 1974 — 1978
New York University June 2014 - Present
JP Reis November 2013 - June 2014
IPC Systems Inc. January 2007 - September 2013
IPC Systems, Inc January 1997 - January 2007
IPC Systems Inc January 1994 - January 1997
IPC Systems, Inc April 1990 - January 1994
IPC Information Systems October 1989 - April 1990
IPC Information Systems May 1987 - October 1988
The Bank of New York April 1986 - May 1987
New York Life Insurance Co January 1983 - March 1986
Skills
Project Management, Purchasing, Mergers, Warehousing, Telecommunications, Operations Management, Budgets, Telephony, VoIP, SIP, Vendor Management, Unified Communications, Mergers & Acquisitions, Cisco Technologies, Team Leadership, Avaya, MPLS, Data Center, Call Centers, Managed Services, Service Delivery, Management, IP, Integration, ACD, Network Design, Ethernet, Wireless, WAN, Reporting & Analysis, Co-location, Solution Selling, Networking, Servers, Inventory Management, IP PBX, Customer Service, Business Process..., Leadership, Business Applications, Cloud Computing, Product Management, Cisco Call Manager, Troubleshooting, Disaster Recovery, SaaS, System Deployment, Switches, Outsourcing, Team Management
Education
City University of New York-Baruch College
Bachelor of Business Administration, Management - Management Systems
St. Johns University 1984 — 1986
MBA Program: Business - Statistical Analysis
CDMiConnect May 2015 - Present
CDMiConnect November 2013 - May 2015
Cline Davis & Mann October 2012 - November 2013
Cline Davis & Mann September 2011 - October 2012
New York Life Insurance Co May 2010 - August 2010
WebMD May 2009 - August 2009
Skills
Digital Marketing, Strategy, Business Development, Project Management, User Experience, Multi-channel Marketing, Digital Strategy, Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Email Marketing, Direct Marketing, Marketing, Online Advertising, Interactive Marketing, New Business Development, Account Management, Adobe Creative Suite, Strategic Planning, CRM, Creative Strategy, Leadership, InDesign, Brand Development, Social Media, Market Analysis, Microsoft Office, Market Research, Public Speaking
Education
Rensselaer Polytechnic Institute 2007 — 2011
Bachelor of Science, Major: Business and Management; Marketing and Advertising - Minor: Psychology
Rensselaer Polytechnic Institute 2007 — 2011
BS in Management, Marketing & Advertising
XETX- Xerographics East Texas - Xerox Authorized Dealer August 2012 - Present
Monitronics International 2011 - 2012
Recruiter/Trainer/Supervisor May 2008 - July 2011
2008 Gateway Mortgage Group 2000 - April 2008
Englewood Community Health Organization 1998 - 2000
Englewood Community Health Organization September 1998 - December 1998
New York Life Insurance Co 1996 - 1998
Dallas County MHMR 1993 - 1998
Skills
Recruiting, Operations Management, Customer Service, Account Management, Analysis, Team Building, Policy, Public Speaking, Marketing, Sales, CRM, Negotiation, Strategic Planning, Coaching, Hiring, System Administration, New Business Development, Software Documentation, Budgets, Team Leadership, Leadership Development, Supervisory Skills, Customer Retention, Customer Satisfaction, Program Management, Sales Operations, Microsoft Office, Contract Negotiation, Organizational..., Employee Relations, Customer Relations, Administration, Sales Management, Inventory Management, Problem Solving, Mentoring, Troubleshooting, Contract Management, Call Centers, Budgeting, Quality Assurance, Sales Process, Outlook, Word, Excel, PowerPoint, Documentation, Data Entry, Vendor Relations, Leadership
Education
Leadership Lufkin 2014 — 2015
Leadership Lufkin Graduate, Community Leadership
DFW Bible Institute and Seminary 2008 — 2009
Doctorate, Philosophy-Theocentric Business and Ethics
American College of Theology 1997 — 1999
Masters, Religious Counseling
The University of Texas at Arlington 1981 — 1983
Social Work Major
Prairie View A&M University 1979 — 1981
Criminal Justice
Austin Boom August 2014 - Present
Baylor Fans February 2013 - Present
Pearson Education March 2010 - Present
Liquidation Channel August 2012 - February 2014
Hoop Zone, Inc. 501 (c) 3 non-profit June 2010 - April 2013
Hoop Zone November 2006 - June 2010
Austin Toros July 2007 - October 2009
Spurs Sports & Entertainment July 2007 - October 2009
Christ Community Church 2001 - 2008
New York Life Insurance Co. March 2006 - November 2006
Skills
Sports, Sponsorship, Press Releases, Social Media, Administration, Newsletters, Research, Customer Service, Feature Articles, Editing, Public Relations, Strategic Planning, Training, Sales, Ticket Sales, Business Planning, Media Relations, Program Management, Sports Management, Fundraising, Budgets, Storytelling, Marketing, Event Management, Baseball, Coaching, Radio, Newspapers, PowerPoint, Social Media Marketing, Magazines, Selling, Athletics, Nonprofits, Mac, Public Speaking, Publishing, Event Planning, Football
Education
Baylor University 1996 — 2000
BBA, Business-Journalism
Baylor University 1996 — 2000
BBA, Business Journalism
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Business-Journalism
Publix Super Markets June 2014 - Present
Coalition for the Homeless of Central Florida August 2013 - 2014
Growth from Grief 2013 - 2014
Give Kids The World June 2012 - December 2012
New York Life Insurance Co June 2007 - June 2012
University of Central Florida Alumni Association- Young Alumni Chapter January 2011 - January 2012
Skills
Cash Management, Outlook, Customer Service, Blogging, Press Releases, Newsletters, Social Media, Copy Editing, PowerPoint, Event Planning, Grants, Copywriting, Public Relations, Project Management, InDesign, Photoshop, Corporate Communications, Community relations
Education
University of Central Florida 2010 — 2012
M.A., Mass Communication
University of Central Florida
B.A, Organizational Communication; Marketing
HCA Physician Services November 2011 - Present
Farmers Capital Bank Corporation June 2011 - October 2011
Central Bank January 2009 - June 2011
Burba & Company, PSC February 2011 - April 2011
New York Life Insurance Co May 2008 - January 2009
Central Bank August 2007 - August 2008
TPI-Practice Management Services May 2005 - May 2006
Skills
Revenue Cycle, Revenue Analysis, Business Objects, MicroStrategy Reporting, HOST General Ledger..., CPA eligible, eClinical Works, Microsoft Excel, Process Improvement, Variance Analysis, Account Reconciliation, Accounts Receivable, Financial Accounting
Education
University of Kentucky 2010 — 2011
Bachelor of Science, Accounting, Economics
University of Kentucky 2004 — 2010
Bachelor of Business Administration, FinanceMay 2010
Beyond Wealth Sports March 2011 - Present
33voices March 2010 - Present
Learn From My Life July 2007 - 2010
iEvolution 2005 - 2009
New York Life Insurance co December 1987 - December 2006
Skills
Youth Mentoring, Start-ups, Thought Leadership, Business Strategy, Entrepreneur, Executive Coaching, Strategic Partnerships, Mentoring, Entrepreneurship, Team Building, New Business Development, Public Speaking, Strategy, Management, Business Planning, Marketing Strategy, Strategic Planning, Management Consulting, Online Advertising, Leadership, Executive Management, Social Media Marketing, Venture Capital, Leadership Development, Small Business, Online Marketing, SEO, Mergers & Acquisitions, Sales, Networking, Social Networking, E-commerce, SEM, Digital Marketing, Finance, Digital Strategy, Social Media, CRM, Analytics, Business Development, Mobile Marketing, Email Marketing, Web Marketing, PPC, Competitive Analysis, Strategic Consulting, Brand Development, Web Analytics, Angel Investing, Corporate Development
Education
George Mason University 1982 — 1986
Finance
Group Services, Inc. July 2012 - Present
U.S. Secret Service December 1990 - June 2012
New York Life Insurance Co. 1989 - 1990
Dan Serna, CPA 1985 - 1989
U.S. Marine Corps 1980 - 1989
Skills
Emergency Management, Risk Assessment, Investigation, Security Operations, Investigations, Law Enforcement, Physical Security, Crisis Management, Government Liaison, Executive Protection, Security, Risk Management, Fraud Investigations, Corporate Security, Government, Public Speaking, Microsoft Office, Teaching, Business Continuity, Supervisory Skills, Security Clearance, Background Checks, Private Investigations, Forensic Analysis, Criminal Investigations, Fraud, Enforcement, Protection, Firearms, Cybercrime, Internal Investigations, Interrogation, Surveillance, Homeland Security, Counterterrorism, Criminal Justice, Security Management, Counterintelligence, Workplace Violence, Computer Forensics, Evidence, National Security, Asset Protection, Law Enforcement..., Personal Protection, Intelligence, Vulnerability Assessment, Crime Prevention, Federal Law Enforcement, Intelligence Analysis
Education
The University of Texas at Arlington - College of Business Administration 1984 — 1988
BBA - Management, Minor, Criminal Justice
LSU 1979 — 1979
All State Drummer, Music
The Prudential Insurance Company of America June 2013 - Present
Beauty Solutions LLC November 2012 - May 2013
S. Sakata and Associates August 2006 - November 2011
2005 to 2006 2005 - 2006
New York Life Insurance Co 2003 - 2005
Genesis Rehabilitation Services January 2001 - January 2002
Skills
Sales, Public Speaking, Public Relations, Insurance, Social Media Marketing, Marketing
Education
Nova Southeastern University 1998 — 2000
Masters, Communicative Disorders
University of Central Florida
BS Communicative, Sciences & Disorders
HighRise Maintenance Systems, Inc. July 2006 - Present
New York Life Insurance, Co January 2006 - May 2006
Hi-Tech Wireless March 2001 - August 2003
Reliable Life Insurance Co. May 1998 - March 2001
Welding November 1994 - March 1996
Skills
Budgets, Process Improvement, Strategic Planning, Operations Management, Team Building, Microsoft Excel, Inventory Management, Contract Negotiation, Microsoft Office, Project Management, Project Planning, Troubleshooting, Welding, MIG welding, Arc Welding, tig welding, Sales, Retail, Insurance, Spanish, English, Bible Study, Bible teaching, Sales Management
Education
Tarrant County College 2013 — 2013
CBTF 1991 — 1992
Accounting, Accounting
Audubon House and Tropical Gardens December 2010 - Present
DXagency January 2015 - August 2015
1800 Flowers.com Inc. June 2007 - January 2015
Madpackers.com April 2006 - May 2007
New York Life Insurance Co April 2005 - April 2006
CVS Pharmacy November 2003 - April 2005
Skills
Account Management, Building Relationships, Relationship Marketing, Public Relations, Team Management, Cold Calling, Sales Process, Promotions, Social Media Marketing, Entrepreneurship, Sales, Key Account Management, New Business Development, Social Media, B2B, Networking, Event Planning, E-commerce, Strategic Partnerships, Customer Service, Social Networking, Sales Presentations, Team Building, Online Advertising, Product Marketing, Competitive Analysis, Sales Management, Digital Marketing, Team Leadership, Business Planning, Retail, Marketing, Online Marketing, Business Development, Market Research, Management, Negotiation, Affiliate Management, Program Management, Budgets, Affiliate Marketing, Lead Generation, Market Planning, Marketing Strategy, Email Marketing, Trade Shows, Direct Marketing, Marketing Communications, Leadership, Relationship Building
Education
Binghamton University - School of Management 2010 — 2011
MBA, Management
Binghamton University, State University of New York May 2003 2000 — 2003
B.S. degree, Business Management; Marketing concentration, 3.5
Fairleigh Dickinson University-Florham Campus 1998 — 2000
JPMorgan Chase & Co. February 2015 - Present
Fidelity Investments April 2010 - February 2015
Aviva USA October 2008 - April 2010
New York Life Insurance Co. April 2003 - October 2008
RSM McGladrey December 2000 - April 2003
UBS Wealth Management 1999 - 2000
The Ayco Company, L.P. June 1998 - December 1999
Eagle & Fein June 1996 - June 1998
Skills
Estate Planning, Charitable Giving..., Charitable Giving, Charitable Trusts, Philanthropy, Insurance Planning, Wealth Management, Wealth Transfer, Trusts, Business Succession..., Executive Benefits..., Succession Planning, Business Planning, Investment Advisory, Strategic Financial..., Personal Financial..., Wealth Preservation..., Multi-generational..., Multi-generational..., Wealth Management..., Public Speaking, Extemporaneous Speaking, Workshop Facilitation, Finance, Wealth, Fixed Annuities, Financial Planners, Retirement, Asset Management, Charities, Employee Benefits, Life Insurance, Strategy, 401k, Asset Allocation, Mutual Funds, Financial Advisory, Series 7, Separately Managed..., Financial Planning, Long-term Care, High Net Worth..., Securities, Series 63, Wealth Accumulation, Alternative Investments, ETFs, Pensions, Series 65, Financial Services
Education
Brooklyn Law School 1993 — 1996
College of the Holy Cross 1987 — 1991
BA, Economics
Xavier High School 1983 — 1987
HS Diploma
The Be Agency March 2011 - February 2013
New York Life Insurance Co. January 2008 - September 2011
The Run Group June 2005 - August 2007
Skills
Social Media Marketing, Social Media, Media Buying, Online Advertising, Advertising, Business Performance..., Lead Generation, PPC, Digital Marketing, Email Marketing, Online Lead Generation, Facebook, Digital Media, Customer Acquisition, SEM, Account Management, Mobile Marketing, Marketing, Marketing Strategy, Web Marketing, Sales, Direct Marketing, Brand Management, CRM, Management, Strategy
Education
Norfolk State University
Bachelors, Journalism
UCI, LLC August 2015 - Present
Unwin Rentals April 2009 - Present
UCI, LLC October 2013 - August 2015
SGWU Consulting July 2013 - December 2013
UCI, LLC October 2013 - October 2013
Bare Distillery Ak, LLC October 2011 - May 2013
New York Life Insurance Co July 2007 - October 2009
KYES Channel 5, TV Station July 2006 - December 2007
Alaska Gun Inc December 2004 - July 2006
Skills
Series 6, Series 63, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Public Speaking, Fundraising, Distillation, QuickBooks, Operations Management, Employee Management, Start-ups, Entrepreneurship, Business Planning, Drafting Policies, Procedure Development, Procedure Manuals, Financial Analysis, Budgets, Strategic Financial..., Accounting, Project Planning, Strategic Planning, Team Building, Marketing, Contract Negotiation, Policy, Analysis, New Business Development, Management, Small Business, Leadership, Executive Management, Leadership Development, Organizational..., Training, Event Management, Human Resources, Strategy, Coaching, Mergers & Acquisitions, Business Strategy, Finance, Recruiting, Sales, Business Development, Negotiation, Staff Development, Nonprofits
Education
University of Alaska Anchorage 2010 — 2011
MBA, Business Management
University of Alaska Anchorage 2002 — 2006
BA, Justice
Dimond High
Lowes Home Improvement 2013 - Present
Billboard Connection January 2010 - December 2013
Lowe's Home Improvement December 2011 - July 2013
Tango Tab March 2011 - June 2011
Independent Consultant August 2010 - March 2011
COX ENTERPRISES / VALPAK May 2005 - May 2010
Amway / Quixtar January 1994 - January 2008
AIG March 2004 - May 2005
New York Life Insurance Co. June 2002 - March 2004
ADVO, INC January 2000 - January 2002
Skills
Advertising, Direct Marketing, B2B, Account Management, Strategy, Marketing, Sales, Strategic Partnerships, Digital Media, Digital Marketing, Management, Lead Generation, CRM, Advertising Sales, Media Planning, Entrepreneurship..., Leadership, Selling, Social Media Marketing, Start-ups, Mobile Marketing, Sales Operations, Training, Team Building, Entrepreneurship, Solution Selling, Social Media, Online Advertising, Recruiting, Marketing Strategy, Sales Management, New Business Development, Email Marketing, Customer Service, Consultative Sales...
Education
California State University-Chico 1986 — 1989
BS, Apparel Design
Chabot College 1986 — 1987
Bachelor of Science (BS), Apparel Design
Santa Barbara City College 1983 — 1985
general
Financial & Legal Consulting Associates September 2000 - Present
New York Life Insurance Co February 1999 - August 2000
Prosecutor for Plymouth County District Attorney Michael Sullivan under S.J.C May 1996 - December 1996
Prudential September 1991 - December 1993
Metropolitan Insurance Co June 1989 - September 1991
Skills
Trusts, Insurance, Investments, Wealth Management, Strategic Financial..., Asset Managment, Financial Services, Estate Planning, Elder Law, Probate, Medicaid Planning, Wills, Durable Powers of..., Health Care Proxy &..., Fixed Annuities, Retirement Planning, Long-term Care, Retirement, Wealth, Long Term Care Insurance, Estate Tax Planning, Financial Planners, Business Planning, Life Insurance, Estate Law, Term Life Insurance, Business..., Employee Benefits, Mutual Funds, Series 7, Asset Management, Powers of Attorney
Education
New England School of Law
JD
MBA Boston University
MBA, Financial Services Management; Economics
Tufts University
BA, Economics
Brockton High School
Care Planning Associates April 2010 - December 2013
New York Life Insurance Co. June 2005 - October 2009
Utilikilts CO. October 2000 - March 2005
Skills
Production, Public Speaking, Event Planning, Event Management, Team Building, Television, Entertainment, Film, Film Production, Problem Solving, Video, Voice Over
Education
California Institute of the Arts 1993 — 1996
MFA
University of California, Santa Barbara 1984 — 1987
BA
Shasta College 1980 — 1984
AA
Santa Monica College
Jewel Osco March 2012 - Present
Macy's East October 2008 - March 2012
Coca-Cola Enterprises January 2006 - November 2007
New York Life Insurance Co December 2003 - June 2005
Wells Fargo Bank April 2001 - October 2003
Skills
P&L, Retail Management, Merchandising, Profitability, Inventory Management, Budgeting, Budgets, Store Management, Training, Income Statement, Sales, Sales Operations, Retail, Pricing, Customer Service, Coaching, Marketing, Finance, Management, Leadership, Profit
Education
Benedictine University, Lisle IL 2008 — 2010
MBA, Business
University of Minnesota-Twin Cities 1979 — 1987
Economics
University of Minnesota-Minneapolis 1979 — 1985
B.A., Economics
New York Life Insurance Co. January 2011 - Present
New York Life Insurance Company November 2008 - January 2011
New York Life Insurance Company December 2003 - November 2008
New York Life Insurance Company June 2003 - December 2003
New York Life Insurance Company May 2001 - June 2003
Belenos 2000 - 2001
Lucent Technologies 1993 - 2000
Skills
Business Continuity, Disaster Recovery, Project Management, Service Continuity, Vendor Management, Risk Management, Change Management, Business Continuity..., Project Portfolio..., Program Management, Information Technology, IT Strategy, Data Center, Enterprise Software, Management, Business Process, Software Documentation, Strategy, Service Delivery, Telecommunications, Leadership, Infrastructure, IT Management, Networking, System Deployment, Enterprise Architecture, Professional Services, PMO, IT Operations, ITIL
Education
American University
Professional Certification, Project Management
Virginia Polytechnic Institute and State University
B.S., Business Management
New York Life Insurance Co. January 2008 - Present
Education
La Sierra University 2006 — 2007
Master's In Business Adminstration, Business Administration: Management, Finance, Accounting, & Human Resource Management
New York Life Insurance Co March 2009 - Present
SkyDev Technologies June 2006 - May 2009
Skills
Fixed Annuities, Disability Insurance, Life Insurance, Long Term Care Insurance, Roth IRA, Buy-sell Agreements, Securities, Defined Benefit, Non-Qualified Deferred..., Executive Pay, IRAs, Investments, Retirement, 401k Rollovers, Estate Planning, Long-term Care, Wealth Accumulation, 401k, Mutual Funds, Term Life Insurance, 403 b, Health Insurance, Key Person Insurance, Traditional IRA, Variable Annuities, College Savings Plans, SEP IRA, Asset Allocation, Universal Life, Permanent Life Insurance, Whole Life, Guaranteed Lifetime..., 529 Plans, Retirement Savings, Simple IRA, Pensions
Education
University of Missouri-Columbia 2005 — 2009
B.S.B.A., Real Estate
University of Missouri-Columbia, College of Business 2005 — 2009
B.S.B.A., Finance and Banking
De Smet Jesuit Highschool
High School
New York Life Insurance Co. April 2008 - Present
Wealthbridge Mortgage April 2007 - April 2008
Verizon Wireless October 2005 - April 2007
Skills
Retirement Planning, Long Term Care Insurance, Small Business, Retirement, 401k Rollovers, Annuity Sales, Insurance, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Succession Planning, Wealth Preservation..., Investments, Financial Services, Finance, Term Life Insurance, Life Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Customer Service, Management
Education
Oregon State University 2000 — 2004
BS, Business, Mathematics
Sunset High School 1996 — 2000
Diploma, General Studies
Slalom Consulting January 2015 - Present
Carlisle & Gallagher Consulting Group January 2013 - November 2014
Accenture July 2011 - October 2012
HSBC June 2008 - 2011
Willis Group Holdings Limited May 2007 - May 2008
New York Life Insurance Co May 2004 - April 2007
The Columbia Group, Inc December 1996 - May 2004
Columbia University 1995 - 1997
Skills
CRM, Product Development, Strategy, Due Diligence, Business Strategy, Analysis, Business Development, Financial Analysis, Valuation, Leadership, Competitive Analysis, Management Consulting, Mergers, Public Speaking, Financial Modeling, Marketing Strategy, Strategic Planning, Business Analysis, Market Research, Management, Negotiation, Contract Negotiation, Mergers & Acquisitions, Risk Management, Investments, Project Management, Consulting, Executive Management, Portfolio Management, Program Management, Integration, Enterprise Software, Training
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance and Economics
Columbia University in the City of New York 1993 — 1995
MS, Technology Management
Technical Millitary Academy
self employed owner of VoiceChick Productions LLC July 2006 - Present
New York LIfe Insurance Co. July 1998 - July 2007
Lord, Abbett & Co. 1997 - 1998
Alamo Rent a Car 1996 - 1998
Value Line 1995 - 1995
SunAmerica Asset Management 1994 - 1995
Skills
Broadcast, Voice Over, Radio, Sound, Audio Editing, Radio Advertising, Commercials, Television, Voice Acting, Entertainment, Acting, Creative Direction, Video, Podcasting, Editing, Documentaries, Radio Producing, Audio Books, Singing, Radio Broadcasting, Marketing, Sound Design, Multimedia, Audio Post Production, Comedy, Video Production, Proofreading, Recording, Video Editing, Voiceovers, Adobe Audition, Radio Host, Producing, Narrative
Education
University of Florida 1990 — 1994
BA, English
New York Life Insurance Co. April 1979 - Present
Skills
Long-term Care, Whole Life, Fixed Annuities, Term Life Insurance, Life Insurance
Education
The University of Memphis
Bachelor of Science, Biology
Washington State University August 2014 - Present
Columbia Basin College September 2012 - June 2014
Tapani Underground July 2011 - July 2012
Infinia Corporation September 2008 - August 2011
Infinia Corporation September 2008 - January 2011
ABM Industries August 2007 - August 2008
ABM Industries August 2007 - August 2008
New York Life Insurance Co October 2006 - August 2007
The Rosewood Boutique January 2001 - May 2004
Skills
Leadership, Project Management, Quality Assurance, Project Planning, Management, Testing, Analysis, Budgets, Customer Service, Engineering, Proposal Writing, Accounting, Purchasing, Networking, Time Management, Outlook, Process Improvement, Microsoft Office, Microsoft Excel, Accounts Payable, Financial Analysis, Program Management, Solar Energy, Databases, Cross-functional Team..., Accounts Receivable, Manufacturing, Forecasting, Financial Reporting, Continuous Improvement, CAD, Product Development, Organizational..., Renewable Energy, Team Building, Training, Research
Education
Washington State University Tri-Cities 2014 — 2016
Bachelor's Degree, Accounting and Business/Management, 3.9
Columbia Basin College 2012 — 2013
Associate of Arts and Sciences (AAS), Accounting and Business Administration, 3.8
Bear VAI Technology August 2013 - Present
Advanced Inventory Solutions January 2013 - August 2013
Studio Bindi Graphics January 2012 - December 2012
LPiT Solutions August 2011 - January 2012
AIS Real Time October 2008 - August 2011
G.R. Bicycle Company January 2007 - October 2008
DeKok Realty/Builders January 2004 - December 2006
New York Life Insurance Co January 2004 - January 2005
Skills
Microsoft Office, Organizational..., Logistics, VMware, Citrix, Cisco Technologies, MS Project, SharePoint, Visio, Salesforce.com, Sales, Customer Service, Marketing, Leadership, Start-ups, Inventory Management, Management, Networking, Process Improvement, Team Leadership, Time Management, Manufacturing, Sales Management, Microsoft Excel, Team Building
Education
Calvin College 2000 — 2005
B.A, Business
Self-employed March 2012 - Present
New York Life Insurance Co. June 1990 - March 2012
Social Security Administration June 1979 - October 1988
Skills
Actuarial Science, Economic Capital, Actuaries, Retirement, Insurance, Embedded Value, Pensions, ALM, Reinsurance, Fixed Annuities, Financial Risk, Solvency II, Enterprise Risk..., Financial Analysis, Employee Benefits, Actuarial Consulting, Predictive Modeling, Financial Reporting, Life Insurance, Valuation, Statistics, Tax, Risk Management, Underwriting, Health Insurance, Pension Administration, VBA, Capital Management, Strategic Financial..., Defined Benefit, General Insurance, Investments, Stochastic Modeling, Prophet, Pricing, Variable Annuities, SAS, Retirement Plan..., Financial Modeling, Pension Funds, Universal Life, MoSes, Property & Casualty..., Retirement Planning, Financial Services, Defined Contribution, Actuarial, Reserving, Financial Planning, Annuity
Education
Massachusetts Institute of Technology 1970 — 1974
B.S., Mathematics
New York Life Insurance Co. June 1982 - Present
New York Life 1982 - Present
Skills
AML, OFAC, Privacy Compliance, Information Security..., Incident Response, Incident Investigation, FATCA, Business Ethics, Conflict Of Interest, FCPA, Risk Management, Financial Risk, Governance, Anti Money Laundering, Insurance, Internal Audit, Mutual Funds, Securities, Financial Services, Series 7, IT Audit, Investment Advisory
Education
Barry University 1978 — 1982
Bachelor of Science, Accounting
American Fidelity Assurance Company July 2010 - Present
New York Life Insurance Co. November 2004 - July 2010
Quiznos Sub March 2002 - February 2008
Shelby Group International, Inc. July 1984 - October 2003
Skills
Budgets, Business Planning, Contract Negotiation, Customer Service, Employee Benefits, Insurance, Investments, Leadership, Management, Retirement Planning, Sales, Strategic Planning, Strategy, Team Building
Education
The American College 2006 — 2008
LUTCF, Business Planning
Arkansas State University 1975 — 1980
Bachelor of Science, Applied Mathematics, Computer Science
New York Life Insurance Co. March 2008 - Present
American General Life Companies is now part of the AIG Family! December 2002 - December 2007
Allstate December 2000 - December 2002
National Life Group December 1992 - December 2000
Greater Tampa Association of Realtors January 1996 - December 1996
Skills
Recruiting, Insurance, Training, Estate Planning, Retirement Planning, College Recruiting, Financial Recruiting, Hands on Leader, Interviewing, Finance, Financial Services, Life Insurance, Business Planning, Fixed Annuities
Education
The American College 1992 — 2005
ChFC and CLF Designations, Financial Planning and Services
Syracuse University 1967 — 1971
BS, Journalism
Credit Suisse February 2015 - Present
New York Life Insurance Co. July 2013 - February 2015
New York Life Insurance Co. June 2010 - July 2013
Stony Brook University September 2009 - December 2009
New York Life Insurance Company May 2009 - August 2009
Skills
Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Agile Methodologies, Stakeholder Engagement, Process Improvement, Efficiency Improvement, Quality Assurance, SharePoint, JIRA, HP Quality Center, Rally, SQL, XML, Oracle, C#, Visio, .NET, Visual Studio, VB.NET, Shell Scripting, ODBC, Scripting, Toad, Life Insurance, Management
Education
Stony Brook University 2006 — 2009
B.S., Information Systems, Business Management
Clarkstown South HS
Medical Coding 2014 - Present
New York Life Insurance Co June 2010 - May 2014
TeleTech January 2008 - June 2010
Mayer Architectural Group Inc January 2003 - January 2008
Absolute Machine Tools January 1999 - January 2001
Various RN Positions May 1994 - May 1999
Skills
Invoicing, EMR, HIPAA, Healthcare, Healthcare Information..., Medical Coding, Medical Terminology
Education
Career Step 2008 — 2008
Medical Transcription Certification
Lorain County Community College 1989 — 1993
Associates Degree, Nursing, Registered Nurse
The Bailey Group 2008 - Present
New York Life Insurance Co. 2008 - 2013
New York Life Insurance Company 1999 - 2008
American Bankers Insurance Group 1991 - 1999
Blue Cross Blue Shield of Florida 1984 - 1991
Zales Jewelers 1981 - 1984
CH2MHill 1979 - 1981
Skills
Technical Writing, Written & Oral..., Oral & Written..., Health Insurance, Insurance
Education
University of North Florida 1982 — 1984
MBA
University of Florida 1975 — 1979
BS Journalism
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company October 2010 - April 2012
New York Life Insurance Company January 2010 - October 2010
New York Life Insurance Co. April 2000 - October 2010
New York Life Insurance Company July 1998 - April 2000
Skills
Strategy, Management, Business Development, Leadership, Team Building, Project Management, Budgets, Coaching, Customer Experience, Integrated Marketing, Public Speaking, Program Management, Call Centers, Succession Planning, Competitive Analysis, Customer Service, Business Process, Life Insurance, Strategic Planning, Employee Engagement, Product Management, Insurance, Marketing Communications, Team Leadership, Cross-functional Team...
Education
Northeastern University 2012 — 2015
Master of Business Administration (MBA), Marketing
New York University 1997 — 1999
MA, Communications
State University of New York at Albany 1984 — 1988
BA, Communications
MassMutual Financial Group July 2015 - Present
Principal Financial Group August 2014 - July 2015
New York Life Insurance Co. October 2007 - July 2014
ECELLC December 2003 - August 2007
Ultimate Parking LLC. September 1993 - November 2003
Skills
401k, SEP IRA, Simple IRA, Fixed Annuities, Variable Annuities, Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Traditional IRA, Roth IRA, Mutual Funds, Series 6 and 63..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
Northeastern University 1990 — 1993
Bachelor of Applied Science (B.A.Sc.), Psychology
Northeastern University
New York City Law Department May 2009 - August 2011
Jay Company May 2008 - August 2008
New York Life Insurance Co June 2005 - August 2007
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Internet, Interpersonal..., Problem Solving, Technology, Quick Study, Research, Cross-functional Team..., People Skills, Time Management, Phone Etiquette, Answering Phones, Email Clients, Greeting, Fax, Copying, Printers, Print
Education
State University of New York College at Buffalo 2006 — 2011
Bachelor of Science (BS), Criminal Justice and Corrections, 3.0
U.S. Bank April 2015 - Present
Fifth Third Bank May 2013 - February 2015
PNC Bank December 2011 - May 2013
Fifth Third Bank October 2006 - December 2011
State Farm Insurance October 2004 - October 2006
New York Life Insurance Co September 2002 - October 2004
Skills
Small Business Lending, Loans, Banking, Consumer Lending, Customer Service, Branch Management, Cross Selling, Coaching, Microsoft Word, Microsoft Excel, Microsoft Office, Sales, Retail Banking, Lines Of Credit, Deposits, Credit, Commercial Banking, Commercial Lending, Mortgage Lending
Education
Bowling Green State University 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Ras Labs, LLC January 2014 - Present
Osram Sylvania June 2007 - January 2014
Hingham Youth Soccer July 2007 - April 2013
Zoom Technologies, Inc. March 2006 - April 2007
INTRAL Corporation June 2005 - March 2006
Servicio Integral Hospitalario, S.L. February 2004 - June 2005
INTRAL Corporation January 1998 - June 2003
TEMPORARY STAFFING SYSTEMS INC. August 1997 - December 1997
NEW YORK LIFE INSURANCE CO. October 1996 - August 1997
CAROLINA DAY SCHOOL September 1993 - August 1996
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA
Skidmore College 1988 — 1992
BA
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company September 2011 - February 2014
New York Life Insurance Company May 2011 - September 2011
New York Life Insurance Company July 2010 - May 2011
New York Life Insurance Company September 2007 - September 2010
New York Life Insurance Company November 2003 - September 2007
New York Life Insurance Company July 2000 - November 2003
New York Life Insurance Co. November 1997 - July 2000
Skills
Contract Negotiation, Supplier Diversity, Travel Management, Strategic Sourcing, Procurement, Sourcing, Vendor Relations, Analysis, Budgets, Vendor Management, Cross-functional Team..., Process Improvement, Management, Food Service Operations, Strategy, Negotiation, Corporate Liaison, Client Liaison, Vendor Contracts, P&L Management, Contract Management, Vendor Relationships, Diversity, Corporate and Executive..., Diversity & Inclusion, Budgeting, Financial Analysis, Reporting & Analysis, Executive Reporting, Community Outreach, Non-profit Volunteer, Food Service, Committee Liaison, Conference Rooms, Leadership, Operations Management, RFP, Insurance, Team Building, Ariba, Outsourcing, Performance Management, Forecasting, Risk Management, Program Management, Strategic Planning, Training, Organizational..., Business Process..., Executive Management
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
B.A., Psychology
University of Santo Tomas 1984 — 1987
B.S., Psychology (Pre-Med)
Carver Federal Savings Bank May 2012 - Present
MetLife Home Loans January 2011 - April 2012
looking for a job 2006 - 2011
NYCB September 2006 - August 2009
Citicorp 2006 - 2006
Coastal Capital 2003 - 2006
New York Life Insurance November 1976 - April 2000
new york life insurance co 1976 - 2000
new york life insurance company 1976 - 2000
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit Analysis, Underwriting, Foreclosures, Outlook, FHA, Banking, Leases, Credit, Time Management, Investment Properties, Residential Mortgages, Microsoft Word, Lotus Notes, Refinance, Microsoft Excel, Auditing, Asset Management, Real Estate Economics, Real Estate, Finance, Financial Analysis, Due Diligence, Valuation, Investments
Education
queens college - cuny 2001 — 2002
18 credits totward my masters in american history, Social Studies Teacher Education, 3.5
nyu school of continuning education 1982 — 1984
certificate in real estate appraisal, real estate, 35
City University of New York-Hunter College 1971 — 1976
BA, Social Studies
st.angela hall academy 1967 — 1971
academic high school degree, academic high school degree, 9-12
our lady of the angelus 1959 — 1967
elementary school academic degree, elementary school degree, 1-8
Colorado Cleaning Professionals LLC 2015 - Present
New York Life 2006 - Present
New York Life Insurance Co February 2004 - Present
Life Quotes, Inc. 2010 - 2010
Health Choice One 2007 - 2008
State of Colorado June 1997 - September 2004
Skills
Networking, Databases, Investments, Retirement Planning, Life Insurance, Retirement, Strategic Financial..., Disability Insurance, Insurance, Estate Planning, Mutual Funds, Small Business, Wealth Management, Financial Services, Financial Advisory, Employee Benefits, Finance, Financial Analysis, Leadership, Mortgage Lending
Education
University of Colorado Boulder 1998 — 2004
Data Imaging Solutions 2009 - Present
Linedata Services 2001 - 2009
New York Life Insurance Co. 1989 - 2001
Complete Security Systems 1988 - 1989
Skills
Strategic Planning, SaaS, Business Analysis, Financial Services, Requirements Analysis, SQL, Software Development, .NET, XML, Integration, Business Strategy, Databases, Disaster Recovery, CRM, Management, Start-ups, Strategy, Project Management, SDLC, Oracle, Enterprise Software, Project Planning, Business Intelligence, SOA
Education
The Graduate Center, City University of New York
MA, Computer Science
Cleveland State University
BS, Computer Science
MassMutual Financial Group 2008 - Present
New York Life Insurance Co. 2001 - 2008
Securities America 1997 - 2001
Lutheran Brotherhood 1992 - 1997
Financial Network 1987 - 1991
Skills
Disability Insurance, Long Term Care, Insurance
Education
Eastern Washington University 1982 — 1987
Professional Accounting
Johnson & Johnson July 2009 - July 2010
New York Life Insurance Co. May 2008 - August 2008
Investors Bank & Trust July 2004 - July 2007
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
Brandeis University 2000 — 2004
BS, Economics / Computer Science
Ameriprise Financial Services, Inc. October 2013 - Present
Edward Jones June 2011 - September 2013
The Hartford June 2010 - June 2011
New York Life Insurance Co March 2006 - June 2010
Merrill Lynch & Co December 2004 - April 2005
Handcrafted Cabinet Co. December 2002 - August 2004
The Church of Jesus Christ of Latter-day Saints November 2000 - December 2002
Education
Brigham Young University 2004 — 2006
Bachelor's Degree, Financial Planning and Services
Brigham Young University - Idaho 2000 — 2004
A.A.S, Economics
XXX XXXXX XXXXXXX XXXXX, LLC March 2006 - Present
Tom E. Sanders, CLU, ChFC, CFP January 2005 - March 2006
New York Life Insurance Co. June 1987 - December 2004
United States Air Force April 1981 - March 1987
Skills
Operations Management, Customer Service, Process Improvement, Project Management, Strategic Planning, Change Management, Budgets, Microsoft Excel, Risk Management, Microsoft Office, Financial Analysis, Business Analysis, Team Leadership, Negotiation, Sales
Education
The American College 1989 — 2004
Chartered Life Underwriter, Insurance, Estate Planning
The American College 1989 — 2004
Chartered Financial Consultant
New York Life Insurance Co. February 2014 - Present
24 Hour Fitness October 2006 - March 2014
Skills
Life Insurance, Functional Training, Retirement Planning, Term Life Insurance, Retirement, Long-term Care, Fixed Annuities, Estate Planning, Finance, Disability Insurance, Risk Management, Financial Planning, Long Term Care Insurance, Whole Life
Education
University of San Diego School of Business Administration 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business
Comcast Cable September 2013 - Present
E. I. DuPont June 2013 - September 2013
None June 2011 - December 2012
VERIZON, INC April 2009 - June 2011
Actively Looking for employment April 2009 - February 2011
VERIZON, INC April 2009 - January 2011
NEW YORK LIFE INSURANCE CO January 2008 - April 2009
ALARM DISTRIBUTORS, INC May 2004 - January 2008
A Place for Mom 2007 - 2008
A.F.Y. SECURITY DISTRIBUTORS, INC October 1994 - April 2004
Skills
Negotiation, Microsoft Office, Purchasing, Microsoft Publisher, Team Building, New Business Development, Customer Service, Sales Management, Sales, Security, Contract Negotiation, Strategic Planning, Account Management, Management, Team Leadership, Business Strategy, Integration, Operations Management, Leadership, Training, Business Development, Direct Sales, Human Resources, Process Improvement, Product Development, Program Management, Project Management, Sales Process, Start-ups, Troubleshooting, Vendor Management, Strategy, Project Planning, Telecommunications
Education
Middlesex County College 2011 — 2012
A.A.S.
Kingsborough Community College 1977 — 1984
James Madison High SCHOOL 1973 — 1976
Diploma
Cruise Planners - Tew If By Sea Travel 2014 - Present
New York Life Insurance Co September 1995 - May 1999
John T. Mather Memorial Hospital March 1989 - September 1995
Skills
Marketing Strategy, Marketing Communications, Marketing, Customer Service, Social Networking
Education
University of South Florida 2010 — 2013
Bachelor of Arts (B.A.), Marketing
Nationwide Financial, a Nationwide Insurance Company January 2012 - Present
JPMorgan Chase Bank September 2008 - December 2011
New York Life Insurance Co December 2006 - April 2008
DeVry University August 2005 - November 2006
DeVry University January 2003 - August 2005
LaSalle Bank, N.A. January 2001 - January 2003
Skills
Investments, Retirement Planning, Insurance, Banking, Business Planning, Estate Planning, Credit, Savings, Income Protection, Retirement Income..., Wealth Preservation, Annuities, Insurance Planning, Series 6, Series 63, Series 65, Leadership, Sales, Retirement, Financial Planning, Financial Services, Customer Service, Financial Analysis, Finance, Analysis
Education
Keller Graduate School of Management of DeVry University 2008 — 2009
MBA, Finance
DeVry University 2003 — 2005
Bachelors, Business Information Systems
FINRA
Series 6
FINRA
Series 63
FINRA
Series 65
State of IL
Life and Health Insurance License
NJW Property Management LLC July 2012 - Present
Girl Friday Executive Assistance August 2010 - August 2014
Reekie Properties August 2012 - February 2013
Windermere Commercial NW May 2011 - June 2012
Corner Office Inc October 2007 - May 2010
Aerotek Staffing Services March 2006 - March 2007
NW Community Management March 2005 - March 2006
New York Life Insurance Co February 2004 - February 2006
LiveBridge, Inc January 2001 - November 2003
Skills
Property Management, Notary Public, Process Scheduler, Data Entry, Filing, Administrative..., QuickBooks, Office Management, Medical Terminology, Outlook, Medical Billing, Customer Service, Accounts Receivable, Accounts Payable, Small Business, Marketing, Sales, Rentals, Leases, Management, Investment Properties, Time Management, Property, Foreclosures, Residential Homes, Commercial Real Estate
Education
Portland Community College 2006 — 2014
Associates, Business Administration and Management, General
A+ Real Estate School 2010 — 2012
Prop. Mgmt, Property Managment
Antelope Valley College 1991 — 1992
Quartz Hill High School 1988 — 1991
Clackamas Community College
N/A
Cleveland Clinic May 2015 - Present
Cleveland Clinic February 2011 - May 2015
New York Life Insurance Co December 2009 - February 2011
Energy Mechanical Corp June 2008 - August 2008
Target Summer 2007 June 2007 - August 2008
Skills
Capital Budgeting, Financial Analysis, General Ledger, Forecasting, Excel, Financial Reporting, Budgeting, Financial Planning, Variance Analysis, Outlook, Corporate Finance
Education
Cleveland State University 2012 — 2015
Master of Business Administration (MBA)
The Ohio State University Fisher College of Business 2005 — 2009
Bachelor's, Finance
MassMutual Financial Group May 2015 - Present
Massachusetts Mutual Life Insurance Company May 2015 - Present
New York Life Insurance Co. April 2013 - April 2015
NYLIFE Securities LLC, (Member FINRA/SIPC) April 2013 - April 2015
Cole Group Inc. dba JumpStart Business Development January 2007 - January 2012
JumpStart Busness Development 2007 - January 2012
General Dynamics Land Systems December 1999 - January 2003
General Dynamics Land Systems December 1999 - January 2003
Skills
Systems Engineering, Earned Value Management, Team Building, Program Management, Engineering Management, Project Management, Military, Proposal Writing, Risk Management, Leadership Development, Security Clearance, Business Planning, Coaching, Leadership, Management Consulting, Strategic Planning, Training, Executive Coaching, Engineering, Manufacturing, Strategy, DoD, Government Contracting, Business Strategy, Marketing, Business Process..., Workshop Facilitation, Consulting, Change Management, Business Development, Project Planning, Integration, Aerospace, Cross-functional Team..., Product Development, Process Improvement, Six Sigma, Defense, Entrepreneurship
Education
The University of Montana - School of Business Administration 1972 — 1975
Master of Business Administration (M.B.A.), Marketing/Economics/Systems Analysis and Design, 3.5
University of Michigan-Dearborn 1967 — 1970
Bachelor of Science, Mechanical Engineering, 2.7
Muskegon Community College 1964 — 1967
Associate of Science (A.S.), Mechanical Engineering, 2.6
Wescotech Engineering October 2012 - Present
Stainless Works Manufacturing, Inc. October 2014 - July 2015
New York Life Insurance Co. May 2013 - April 2014
Azbil North America, Inc. October 2007 - September 2012
At Home Consulting Group January 2004 - October 2007
Applied Materials July 1997 - December 2003
Ultra Fab Technology April 1995 - July 1997
Skills
Mechanical Design..., SolidWorks, NPI Manufacturing, Product Development, Project Management, Mathematics, Supply Chain Management, Purchasing, MS Office, DFM/DFA/DFx, Automation, Engineering, Investments, Finite Element Analysis, Manufacturing, Product Design, Leadership, Cross-functional Team..., Customer Service
Education
San Jose State University 1989 — 1993
Bachelor's Degree, Mechanical Engineering
California Polytechnic State University-San Luis Obispo 1984 — 1987
Achitecture
Dignity Memorial Funeral Homes July 2015 - Present
New York Life Insurance Co March 2015 - June 2015
Nordstrom July 2014 - January 2015
Allscripts Healthcare November 2007 - March 2013
Memorial Healthcare System October 1986 - May 2007
Ernst & Whinney December 1985 - February 1987
Skills
Project Management, SharePoint, Salesforce.com, Leadership, Healthcare Information..., Software Documentation, Management, Process Improvement, HIPAA, Software Implementation, Information Technology, IT Service Management, EHR, SDLC, Databases, Customer Service, Software Lifecycle, Access, Visio, Integration, PMO, Requirements Analysis, Business Process..., Business Process, SaaS, Agile Methodologies, IT Management, Customer Satisfaction, Policy Writing, Troubleshooting, Disaster Recovery, Technical Support, System Administration, Business Intelligence, Enterprise Software, HL7, Vendor Management, Software Project..., IT Strategy, Program Management, Business Analysis, PMP, Health Information..., Enterprise Architecture, Microsoft Office '10, Readiness Planning, DreamTeam, Knowledge Exchange..., Change Control Board..., Release Readiness
Education
University of Florida 1981 — 1983
BS, Finance, Computer Science
University of Georgia 1979 — 1981
General Undergrad studies, Undergrad
NMB, JFK, Ojus
Principal Financial Group January 2005 - Present
NAIFA NATIONAL July 1977 - June 2013
Village Financial Group April 1995 - December 2004
Western Agency Officers Association 1984 - 2001
CHUBB Life Insurance Company of America October 1991 - April 1995
Alexander Hamilton Life Insurance Company January 1983 - September 1991
Pacific Mutual Life Insurance company April 1976 - December 1979
New York Life Insurance Co. April 1967 - April 1976
Skills
Retirement, Retirement Planning, Fixed Annuities, Disability Insurance, Estate Planning, Series 7, 401k, Long-term Care, Mutual Funds, Life Insurance, IRAs, Insurance, Series 63, Term Life Insurance, Investments, Financial Planners, Investment Advisory, Employee Benefits, Financial Advisory, Pensions
Education
Northwest University, Seattle 1959 — 1964
BA, ThB, Counseling, Theology
Seattle Pacific University 1957 — 1958
None, Economics
Ocean Intelligence Ltd March 2012 - October 2012
New York Life Insurance Co October 2010 - March 2012
New York Life Insurance Co January 2006 - October 2010
Delvco Global Information Services March 2003 - January 2006
Allegheny Energy Global Markets June 2001 - February 2003
MRC Business Information Ltd (now Lloyds List Intelligence) 1994 - 1999
Skills
Market Research, Customer Insight, Project Management, Strategic Planning, Qualitative Research, competitive..., data mining, research, Credit Analysis, Maritime Research, Bunkers
Education
State University of New York at Albany
BA, Geography
ramaz
General Mills June 2014 - Present
A.M. Bickley Inc. May 2012 - November 2013
New York Life Insurance Co December 2010 - June 2011
DX2 Geosyntex Inc January 2007 - August 2010
Canvas Systems May 2006 - December 2006
Skills
Sales, CRM, Business Development, New Business Development, Negotiation, Budgets, Marketing, Leadership, Competitive Analysis, Management, Marketing Strategy, Market Research, Business Strategy, Customer Service, Cold Calling
Education
Georgia College and State University 2011 — 2013
MBA, Business
The University of Georgia 2003 — 2006
Bachelor, Business Administration; Marketing
Charles Schwab August 2012 - Present
TD Ameritrade January 2007 - July 2012
New York Life Insurance Co May 2005 - July 2006
Education
Dowling College
Masters of Business Administration, Banking and Finance
Metropolitan State University of Denver
Bachelor of Science, Financial Services
New York Life Insurance Co. February 2014 - Present
Capitol Financial Solutions, LLC October 2011 - February 2014
New York Life Insurance Company October 2006 - September 2011
Gaffney Communications a Northland Communications Company February 2001 - December 2003
PAR Vision Systems, Div. of PAR Technologies Corp July 1985 - September 1999
Skills
Retirement Planning, Sales, Insurance, Estate Planning, Investments, Long-term Care, Financial Services, Finance, Small Business, Fixed Annuities
Education
State University of New York Empire State College
Business Administration and Management, General
Utica College
Business Administration & Marketing
Conquered By Love May 2011 - Present
Higher Ground Financial Group April 2014 - Present
Conquered By Love Ministries May 2009 - Present
First Financial Group, The Guardian Life Insurance Co. November 2011 - December 2013
New York Life Insurance Co. July 2005 - November 2011
Mutual of Omaha November 1997 - June 2005
NASE/Health Markets/UGA/Insphere July 1994 - November 1997
Darcars Toyota June 1991 - September 1991
Skills
Retirement, Disability Insurance, Life Insurance, Employee Benefits, Strategic Financial..., Insurance, Long-term Care, Fixed Annuities, Small Business, Estate Planning, Training, Buy-sell Agreements, Public Speaking, Finance, Long Term Care Insurance, Wealth Accumulation, 401k, Retirement Planning, IRAs, Wealth, Personal Finance, BOLI, Financial Advisory, Wealth Management, Term Life Insurance, Series 7, COLI, Securities, Mutual Funds, Investment Strategies, Whole Life, Series 63, Series 6, 401k Rollovers, Health Insurance, Professional Mentoring, Parent Coaching, Family Mediation, Parenting Skills..., Parenting Workshops, Parent Education, Family Services, Tax Advanaged Wealth..., Leveraging Financial..., Disability Buy-Outs, Parenting, Father, Marriage, Marriage Coaching, Relationship Coaching
Education
The American College 2007 — 2013
none, Financial Planning
University of Maryland College Park 1987 — 1991
daniel dehan, Marketing and Speach Communications
University of Maryland College Park 1987 — 1991
Marketing and Speach Communication
University of Maryland College Park 1984 — 1987
General
UC Davis Health System December 2014 - Present
UC Davis July 2014 - Present
UC Davis Medical Center December 2012 - Present
Foord Van Burggen, Ebersole and Pajak Financial June 2011 - December 2012
The Cheesecake Factory May 2007 - November 2012
NEW YORK LIFE INSURANCE CO September 2010 - April 2011
SAFE Credit Union May 2004 - June 2006
R & R MORTGAGE June 2002 - May 2004
CAL FED BANK/CITIBANK January 2000 - June 2002
Skills
Microsoft Office, Excel, Outlook, Windows, Customer Service, Insurance, Analysis, Research, Product Development, Smart Office, Return on Investment..., Financial Analysis, Sales, Microsoft Excel, Leadership, Training, Financial Forecasting, Cashflow Analysis, Budgets, Finance, Public Speaking, Team Building, Marketing
Education
University of Sacramento 2006 — 2010
Bachelor of Business Science, Finance
Albridge, an Affiliate of Pershing September 2015 - Present
IDT Energy October 2014 - September 2015
JPMorgan Chase September 2012 - October 2014
Susquehanna International Group March 2007 - September 2012
IDT December 2004 - March 2007
Multiplan, Inc. July 2001 - January 2005
New York Life Insurance Co. July 1997 - July 2001
Skills
SQL, Database Development, PL/SQL, Database Design, Oracle SQL, Software Development, Agile Methodologies, SDLC, Requirements Analysis, Requirements Gathering, Data Modeling, Object Modelling, C#, Derivatives, Databases, Commodity Markets, Futures, Currency Futures, Unix, ETL, Data Warehousing, Oracle SQL Developer, Oracle
Education
University of Michigan 1990 — 1994
BS, Aerospace Engineering
Stuyvesant High School 1986 — 1990
The Jewish Star August 2006 - Present
New York Life Insurance Co. 2004 - 2007
WCBS Newsradio 880 (WCBS-AM) 1991 - 2004
Education
City University of New York-Brooklyn College 1987 — 1991
BS
Colonial Life June 2012 - Present
Dish Network November 2010 - September 2011
Teddy Nissan LLC November 2009 - October 2010
Teddy Nissan LLC November 2009 - September 2010
Atlantic Kia LLC June 2009 - November 2009
Atlantic Kia LLC June 2009 - November 2009
New York Life Insurance Co September 2008 - May 2009
New York Life Insurance Co September 2008 - May 2009
New York Life January 2008 - May 2009
ICS Merrill Examination Management Services, Inc December 2007 - September 2008
Skills
Sales, Mutual Funds, Portfolio Management, Securities, Accounting, Insurance, Accounts Payable, Small Business, Customer Service, Management, Financial Services, Life Insurance, Health Insurance, Term Life Insurance, Employee Benefits, Underwriting, Cold Calling, Disability Insurance, Leadership, Long-term Care, Marketing, Retirement, Strategic Planning, Sales Management
Education
Pace University
Bachelor of Arts, Economics
Pace University
Bachelor of Arts, Economics
Pace University 1978 — 1984
Sun Life Financial October 2011 - Present
Sun Life Financial January 1999 - October 2011
Sun Life Financial March 1994 - December 1998
Confederation Life August 1990 - February 1994
New York Life Insurance Co. June 1988 - August 1990
New York Life Insurance Co. October 1986 - June 1988
Skills
Integration, Enterprise Architecture, SDLC, Software Project..., Java, Systems Analysis, Unix, SOA, Data Migration, DB2, Requirements Analysis, Weblogic, Java Enterprise Edition, Websphere, Web Services, Requirements Gathering, Solution Architecture, Data Warehousing, Agile Methodologies, Software Development, Data Modeling, Oracle
Education
York University 1990 — 1991
Business Administration - Graduate Studies
Lebanese American University 1981 — 1985
B.Sc., Computer Science
New York Life Insurance Co. September 2003 - Present
Skills
Fixed Annuities, Retirement Planning, Investments, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Life Insurance, Series 7, Wealth Management, Estate Planning, IRAs, Insurance, Long Term Care Insurance, Series 63, Financial Services, Securities, Disability Insurance, Long-term Care, Wealth Accumulation, College Savings Plans, 401k Rollovers, Series 6, Financial Planners, Asset Allocation, Term Life Insurance, 401k, FINRA, Roth IRA, Variable Annuities, Investment Strategies, Financial Advisory, Guaranteed Lifetime..., Key Person Insurance, Wealth Preservation..., Key Person Protection, Whole Life, Buy-sell Agreements, Universal Life, Permanent Life Insurance, Wealth Management..., Wealth, Executive Benefit..., Pensions, Alternative Investments, Options, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Marketing/Intl Business
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Finance, Human Resources Mgmt
Stuyvesant High School 1977 — 1980
Syracuse University
Cultural Tourism DC August 2012 - Present
New York Life Insurance Co July 2004 - August 2012
The ROZ Group/Crowell Associates January 2001 - June 2011
In2Books Inc May 2001 - June 2002
Time Life Education Inc April 1994 - August 2001
Education
Mount Holyoke College
B.A., English
Radcliffe at Harvard University
Certificate, Radcliffe Publishing Procedures Course
New York Life Insurance Co. Sr. ConsultantMACH USA1997 - 2000
Tata Consultancy Services 1993 - 1997
Education
Bharati Vidyapeeth 1988 — 1992
Bachelors, Computer Science
University of Pune 1988 — 1992
Computer Science
Samsung SARC March 2013 - Present
Broadcom January 2012 - March 2013
NetLogic Microsystems October 2011 - March 2013
AMD April 2009 - February 2012
Verilab July 2007 - February 2009
LSI 2004 - 2007
Agere Systems Inc 2004 - 2007
Agere 2004 - 2007
New York Life Insurance Co 2003 - 2004
Netrake Corporations 2001 - 2002
Skills
Verilog, Perl, SystemVerilog, C++, VMM, OVM, Testbench Architecture, Verification Methodology, Verification Tool..., Simulations, EDA, ASIC
Education
St. Edward's University 2007 — 2009
MBA, Finance
University of Kentucky 1992 — 1994
BS, Electrical Engineering
St. Xavier's High School 1975 — 1989
National Institute of Technology Surat
Guard Insurance November 2006 - Present
New York Life Insurance Co. September 2002 - December 2006
Jersey Jim's Brewing Company October 1995 - December 1999
Skills
Vendor Management, Workers Compensation, Fraud Investigations, Insurance, Claim, Workers' Compensation..., Subrogation, Fraud, Private Investigations, Casualty, Commercial Insurance, Legal Liability, Property & Casualty..., Liability, Claims Management, Litigation Management
Education
Rutgers University-New Brunswick 1984 — 1988
University of Oregon 1979 — 1983
BA, History
Americo Group August 2014 - Present
KHQ Investment LLC August 2008 - February 2012
Wicked Fashions Inc. June 2006 - August 2008
New York Life Insurance Co. January 2006 - May 2006
Education
University at Buffalo
Bachelor's Degree, Exercise Science
New York Life Insurance Co. June 1990 - April 2015
PwC & Delottie 1987 - 1990
Skills
Insurance, Process Improvement, Risk Management, Audit & Compliance, Life Insurance, Strategic Planning, Financial Analysis, Fixed Annuities, Retirement Planning, Securities, Financial Services, Mutual Funds, Retirement, Series 7
Education
Queens College
Bachelor's Degree, Accounting and Economics
Pacific Life Insurance January 1998 - Present
New York Life Insurance Co. January 1997 - January 1998
Elite Racing Event Management September 1994 - December 1996
Education
University of California, Davis 1979 — 1984
BS, Landscape Architecture
New Jersey Sports and Exposition Authority 2002 - Present
Bergen County Sheriff's Dept. 1999 - 2002
New York Life Insurance Co. 1983 - 1999
Skills
Policy, Public Speaking, Strategic Communications, Public Policy, Public Relations, Strategic Planning, Project Management, Environmental Awareness, Community Development, Fundraising, Government, Corporate Communications, Community Outreach, Sustainability, Leadership Development, Nonprofits, Media Relations, Environmental Compliance, Leadership
Education
NYU
Paralegal
University of Delaware 1977 — 1981
Bachelor of Science (B.S.)
Waller, Smith & Palmer, PC September 2014 - Present
The Midland School August 2012 - July 2014
New York Life Insurance Co. 1995 - 2012
Law Firm of Ginsburg, Feldman & Bress, Chartered 1989 - 1994
Law Firm of Rogin, Nassau, Caplan, Lassman & Hirtle, PC 1987 - 1989
Connecticut Supreme and Appellate Courts June 1986 - June 1987
Skills
Corporate Governance, Corporate Law, Insurance Law, Non-profits, Board Relations, Non-profit Board..., Corporate Communications, Board Governance, Entity Formations, Management, Internal Controls, Non-profits..., Not-for-profit..., Nonprofits, Legal Writing, Insurance, Litigation Management, Intellectual Property, Securities, Securities Regulation, Executive Management, Finance, Licensing, Estate Planning, Training, Commercial Litigation, Mediation, Arbitration, Joint Ventures, Legal Research, Employment Law, Due Diligence, Mergers & Acquisitions, Litigation, Financial Regulation, Negotiation, Financial Services, Policy, Civil Litigation, Mutual Funds, Risk Management, Employee Benefits
Education
The University of Connecticut School of Law 1984 — 1986
Juris Doctorate
Connecticut College 1979 — 1982
BA, Government and Economics
East Lyme HS
New York Life Insurance Company 2013 - Present
New York Life Insurance co. September 2007 - September 2012
Skills
Requirements Analysis
Education
City University of New York-Herbert H. Lehman College 1985 — 1987
Master of Science (MS), Computer Science
Columbia University in the City of New York 1977 — 1981
Doctoral Candidate, Economics
University of Denver 1975 — 1977
Master's degree, Economics
Young Living Essential Oils November 2014 - Present
Compensation Benefit Planning July 2013 - Present
Forrest T. Jones/Fidelity Security Life December 2006 - February 2013
New York Life Insurance Co. 2003 - 2006
Transamerica Life Ins.Co./AEGON 1997 - 2003
Cargill & Farmland Industries 1987 - 1997
Skills
Insurance, Fixed Annuities, Life Insurance, Variable Annuities, Office Administration, Budget Process, Performance Reviews, SEC filings, Administrative..., Account Reconciliation, Onboarding, Customer Service, Process Improvement, Vendor Management, 401k, Health Insurance
Education
University of Missouri-Kansas City
Bachelor of Liberal Arts
Park Hill Sr. High
NEW YORK LIFE INSURANCE CO February 2008 - Present
SALEM STEEL NORTH AMERICA LLC July 2005 - October 2007
Skills
Business Analysis, Financial Modeling, New Business Development, Investments, Corporate Actions, Settlement, Asset Management, Trading, Fixed Income, Analysis, Bonds, Equities, Financial Analysis
Education
Stevens Institute of Technology 2001 — 2005
Wesley J. Howe School of Technology Management
Bachelor of Science, Business and Technology
AIG October 2013 - Present
Freelance Consulting - ALS Group and Corporate Risk Solutions October 2012 - October 2013
New York Life Insurance Co March 2007 - October 2012
Citigroup Inc September 2004 - March 2007
Marsh USA, Inc April 2002 - October 2004
Hobbs Group LLC June 1999 - April 2002
Skills
Insurance, Casualty, Workers Compensation, Employment Practices..., General Liability, Liability, D&O, Property & Casualty..., Risk Management, Commercial Insurance, Professional Liability, Legal Liability, Enterprise Risk..., Reinsurance, General Insurance, Brokers, Underwriting, Captives, Claims Management, Commercial Lines, Management, Due Diligence, Financial Risk, Portfolio Management, Casualty Insurance, Liability Analysis, Mergers & Acquisitions, Claim
Education
Pace University - Lubin School of Business
MBA, Strategic Management
Marist College 1995 — 1999
BS, Business
Bishop Gibbons
Bishop Gibbons
Bishop Gibbons
new york life insurance co CEODBI EducationApril 2009 - Present
Education
University at Albany, SUNY 1981 — 1986
New York Life Insurance Company November 2013 - Present
New York Life Insurance Co April 2005 - November 2013
New York Life January 2004 - November 2013
Aquent April 1999 - January 2004
Skills
Project Management, Insurance, Marketing, Vendor Management, Business Development, Account Management, Baking, Financial Services, Marketing Communications, Multi-channel Marketing, Customer Acquisition, Business Analysis, Marketing Strategy, Marketing Management, Competitive Analysis, Life Insurance, Strategic Partnerships, Product Marketing, Strategy, Budgets, Integrated Marketing, Digital Marketing, Strategic Planning, Management, Cross-functional Team..., Sales, Leadership, Social Networking, New Business Development
Education
Saint Michael's College 1989 — 1993
Bachelor of Arts (B.A.), Fine Arts, Painting
New York Life Insurance Co. July 2005 - Present
Manheim Auctions April 2004 - June 2005
Skills
Insurance, Research, Investments, Securities
Education
University of Florida - Warrington College of Business Administration 2000 — 2003
New York Life Insurance Co December 2005 - Present
State Farm Insurance May 1994 - November 2005
Skills
Life Insurance, Whole Life, Universal Life, Insurance, Underwriting, Retirement, Critical Illness, Health Insurance, Reinsurance, Pensions, Estate Planning, Wealth Management, Strategic Financial..., Investments, Property & Casualty..., Financial Planners, Fixed Annuities
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), Business Administration
Warner Southern College
Bachelor of Science (BS), Organizational Management
New York Life Insurance Co 1993 - Present
Skills
College Savings Plans, Roth IRA, Insurance, Investments, Wealth Management, Long Term Care Insurance, Licensed Life & Health..., Disability Insurance, Strategic Financial..., Risk Management, IRAs, Financial Services, Mutual Funds, Fixed Annuities
Education
North Carolina A&T State University
BS, Business Administration/Marketing
Mentor Capital July 2011 - Present
MAXIM HEALTHCARE SOLUTIONS July 2010 - July 2011
JPMorgan Chase August 2009 - July 2010
NEW YORK LIFE INSURANCE CO September 2006 - August 2009
NEW YORK LIFE INSURANCE CO September 2006 - August 2009
MORGAN FUNDING January 2006 - August 2006
Skills
Equities, Finance, Options, Investments, Negotiation, Strategic Planning, Securities, Risk Management, Technical Analysis, Equity Research, Equity Trading, Financial Modeling, Financial Services, Portfolio Management, Trading, Problem Solving, Asset Management, Money Management, Equity Valuation, Bloomberg Terminal, Hedge Funds, Currency, Commodity Markets, Mutual Funds, Strategic Financial..., Financial Risk, Series 63
Education
Sacred Heart University 2000 — 2005
Bachelor's of Science, Psychology
Sacred Heart University
Bachelor of Science, Psychology
New York Life Insurance Co.
Skills
SDLC, COBOL, Business Analysis, Program Management, Requirements Analysis, Visio, Enterprise Architecture, Requirements Gathering, SharePoint, Disaster Recovery, Integration, SOA, Microsoft Office, Vendor Management, IT Strategy, Leadership
Education
Louisiana State University 1983 — 1988
CA Technologies 1999 - Present
CA Technologies 1999 - Present
CA July 1996 - Present
new york life insurance co 1990 - 1996
Education
Odessa National 'I.I. Mecnikov' University 1969 — 1977
State Street Bank March 2008 - Present
New York Life Insurance Co May 2006 - Present
Mass Mutual Financial Group June 2007 - March 2008
BearingPoint Corporation January 2007 - May 2007
Education
Bryant University
Bachelor of Science, Business Administration; Financial Services
Northeastern University
Masters, Business Administration
Horizon Wealth Strategies, LLC October 2014 - Present
New York Life Insurance Co. October 2001 - Present
Skills
Retirement Planning, Insurance, Asset Protection, Estate Planning, Investments, 401(k) Rollovers, Gifting Strategies, Key Person Protection, Succession planning, Multi-Generational..., Multi-Generational..., Wealth Preservation...
Education
The American College 2003 — 2006
LUTCF
The American College
United Auto Credit Corporation February 2013 - Present
AutoDrive August 2012 - February 2013
State Street Bank February 2008 - September 2010
Mass Mutual Financial Group June 2007 - March 2008
BearingPoint Corporation January 2007 - May 2007
New York Life Insurance Co May 2006 - January 2007
Skills
Insurance, Project Management, Microsoft Excel, Outlook, Financial Planners, Pricing, Essbase, PowerPoint, Finance, Spreadsheets, Operations Management, Financial Reporting, Sales, Customer Retention, Credit Analysis, Credit Scoring, Troubleshooting, Market Research, Consumer Financing, Access, Management, Leadership, Financial Services, Customer Service, Microsoft Office, Microsoft Word
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Finance
Northeastern University
Masters, Business Administration
American Medical Response March 2010 - August 2012
New York Life Insurance Co. June 2008 - July 2009
Education
University of Kansas School of Medicine
M.D.
The University of Kansas 2005 — 2009
BS, Business Communications
The Walt Disney Company September 2000 - Present
The Walt Disney Studios 2000 - Present
New York Life Insurance CO June 1994 - April 2000
Loews Corporation 1992 - 1994
Trans World Airlines March 1986 - November 1991
Queens County District Attorney's Office May 1983 - March 1986
Skills
Employee Relations, Workshop Facilitation, Labor Relations, Business Strategy, Talent Acquisition, Onboarding, Talent Management, Succession Planning, Human Resources, College Recruiting, Employee Engagement
Education
Maurice A. Deane School of Law at Hofstra University 1979 — 1982
JD
Oklahoma State University August 2012 - Present
Oklahoma Employees Credit Union February 2010 - January 2012
New York Life September 2008 - January 2010
New York Life Insurance Co June 2008 - January 2010
David Stanley Dodge May 2007 - May 2008
The Edmond Sun February 2007 - May 2007
Oklahoma State University IT Dept January 2004 - May 2006
Oklahoma State University 2002 - 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Final Cut Pro, Multimedia, Workshop Facilitation, Adobe Acrobat, Mac OS, Windows
Education
Oklahoma State University 2012 — 2013
Bachelors of Science, Journalism and Broadcasting
Oklahoma State University 2002 — 2006
Bachelor's of Science, Journalism
New York Life Insurance Company 2012 - Present
New York Life Insurance Company 2008 - 2012
New York Life Insurance Co. 2005 - 2007
Skills
Series 63, Asset Management, IRAs, Mortgage Lending, Social Media, Leadership, Public Speaking, Marketing, Team Building, Strategic Planning, Retirement Planning, Marketing Strategy, Life Insurance, Customer Service, Public Relations, Investments, Financial Planning, Fixed Annuities, Financial Services, Finance, Mutual Funds, Retirement, Long-term Care, Wealth Management, Estate Planning, Employee Benefits
Education
The American College 2013 — 2014
Chartered Leadership Fellow (CLF), Organizational Leadership
Utah State University
Life Sciences & Humanities, Political Science & Spanish
Self Employed January 2013 - Present
Alternative Health Solutions June 2009 - Present
Mt. San Antonio College February 2014 - Present
University of La Verne May 2010 - Present
California Baptist University May 2010 - May 2012
San Joaquin Valley College May 2006 - May 2009
San Joaquin Valley College 2005 - 2009
New York Life Insurance Co March 2003 - March 2006
New York Life Insurance Company 2003 - 2006
Starking International Corp March 1996 - March 2003
Skills
Accounting, Accounts Receivable, Leadership, Training, Payroll, Microsoft Office, Public Speaking, Finance, Management, Forecasting, Leadership Development, PowerPoint, Human Resources, Insurance, Accounts Payable, Social Media
Education
University of La Verne 2007 — 2009
MBA, Finance and Accounting
The American College Bryn
University of California, Riverside
Bachelor of Science in Business Administration, Business Administration; Finance
University of LaVerne
Master, Business Administration; Accounting and Finance
New York Life Insurance Co. February 1976 - April 2011
Skills
Disaster Recovery, Risk Management, SDLC, CISM, Network Security, IT Strategy, ITIL, CISSP, Vendor Management, Security, Microsoft Exchange, Requirements Analysis, System Deployment, Cisco Technologies, System Administration, IT Management, Technical Support, Enterprise Architecture, Business Continuity, Data Center, Integration, Information Security, Information Security..., IT Operations, IT Audit, Virtualization, Firewalls, Information Technology, Solution Architecture, Endpoint Security
Education
Queens College
B.S., Computer Science
The Guardian Life Insurance Company of America March 2013 - Present
New York Life Insurance Company March 2011 - July 2012
New York Life Insurance Co. August 2007 - March 2011
New York Life Insurance Co. April 1993 - August 2007
John Hancock March 1984 - September 1992
Skills
Relationship Management, Communication, Organization, Case Design & Management, Life Insurance Marketing, Private Placement Life..., Life Insurance..., Life insurance licensed..., FINRA Series 6, 7, 26 &..., Marketing, Management, Private Placements, Life Insurance, Designs
Education
Central Missouri State University 1979 — 1983
BS, Communications, Management
Bishop Hogan High School 1975 — 1979
New York Life Insurance Co. 2008 - Present
New York Life Insurance Co, 2007 - Present
Advest Inc June 1972 - May 2006
Skills
Equities, Customer Service, Options, Electronic Trading, Settlements, Compliance, Derivatives, Trading Systems, Trading, Customer Relations, Equity Derivatives, Market Making, Smart Order Routing, Equity Trading, Confirmations, Middle Office, Securities, Customer Satisfaction, Supervisory Skills
Education
Bentley University 1968 — 1971
B.S., Accounting, Math
New York Life Insurance Co March 1994 - Present
New York Life Insurance Company July 1980 - February 1994
Skills
Microsoft SQL Server, ASP.NET, Visual Studio, Visual Basic, Programming, Business Analysis, SDLC, Software Development, SQL, Systems Analysis, Project Management, Visio, Windows, Access, Testing, Customer Service
Education
Baruch College, City University of New York (CUNY) 1984 — 1993
BBA, Organizational Behavior, Psychology
New York Life Insurance Co. April 2007 - Present
Skills
Life Insurance, Insurance, Term Life Insurance, Health Insurance, General Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Whole Life, Brokers, Finance, Retirement, Umbrella Insurance, Universal Life
Education
New York University 1981 — 1982
Master of Business Administration (MBA), Business Administration and Management, General
Universidade Federal do Paraná 1971 — 1975
Chemical Engineer, Chemical Engineering
HBKS Wealth Advisors September 2005 - Present
HBKS Wealth Advisors September 2005 - October 2014
New York Life Insurance Co. January 2003 - September 2005
Skills
Portfolio Management, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Wealth Management, Microsoft Office, Analysis, Budgets, Microsoft Word, Retirement, Accounting, Research, Insurance, Mergers & Acquisitions, Public Speaking, Financial Services, Financial Analysis, Tax, Financial Advisory, Series 7, Investment Management, Financial Planning
Education
Edinboro University of Pennsylvania 1999 — 2002
Bachelor of Science, Finance
Mercyhurst Preparatory School 1994 — 1998
1-800-Flowers.com March 2001 - Present
Macmillan Publishing 1998 - 2001
IDG Books Worldwide 1998 - 2001
New York Life Insurance Co. September 1991 - March 1998
Skills
Forecasting, Variance Analysis, Financial Analysis, Strategic Financial..., Financial Modeling, Accounting, Budgets, Finance, Managerial Finance, Analysis, Financial Reporting, Process Improvement, Internal Controls, Financial Accounting, Financial Planning, Leadership
Education
Pace University - Lubin School of Business 1995 — 1997
M.B.A., Finance
Fordham University 1987 — 1991
B.S., Finance
New York Life Insurance Company June 1978 - Present
New York Life Insurance Co 1978 - 2008
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Microsoft Excel, Accounting, General Ledger, Budgets, Microsoft Office, Business Strategy, Cash Flow, Forecasting, Tax, Microsoft Word, SAP, Employee Benefits, Process Improvement, Fixed Annuities, Business Development, Program Management, Analysis, Change Management, Internal Controls, Managerial Finance, Management, Mergers & Acquisitions, Operations Management, Retirement Planning, PowerPoint, Finance, Due Diligence, Financial Accounting, Banking, Customer Service, Payroll, Team Building, Sarbanes-Oxley Act, Portfolio Management, Contract Negotiation, Business Process..., Team Leadership, Auditing, Leadership, Mutual Funds, Outlook, Financial Services, Financial Modeling, Administration, Negotiation, Business Planning, Retirement
Education
Stony Brook University 1971 — 1974
BA, Philosophy
ManpowerGroup March 2011 - Present
Dana Holding Corporation 2011 - Present
New York Life Insurance Company November 2008 - December 2010
New York Life Insurance Co. April 2001 - December 2010
New York Life April 2001 - December 2010
Louise Obici August 1992 - June 2000
Kelly Services June 1999 - April 2000
Skills
Management, Insurance, Employee Benefits, File Management, Finance, Customer Service, Recruiting, CRM, Human Resources, Networking, Program Management
Education
Columbia Southern University 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 3.5
Kaplan University 2007 — 2009
Bachelor in Science, Business Management
Paul D. Camp Community College 2000 — 2002
A.A.S, Marketing
Paul D. Camp Community College 1999 — 2002
Business Management, Business, Marketing
John Yeates High School 1986 — 1989
High School Diploma, General
Benchmark Daytona - Coldwell Banker Commercial May 2009 - Present
Adams Cameron & Co., Realtors September 2005 - May 2009
Java Junction Donut & Coffee Co. March 2004 - June 2008
New York Life Insurance Co April 2003 - March 2004
Dunkin Donuts and Baskin Robbins September 1991 - January 2003
Skills
Commercial REO..., REO, Ranch, Foreclosures, Investment Properties, Real Estate, Commercial Leasing, Commercial Real Estate, Sellers, Real Estate Transactions, Investors, Short Sales, Property, Leases, Real Estate Development, Brokerage, Investments, Property Management, Listings, Disposition, Location Intelligence, Buyer Representation, Marketing, Relocation, Selling, Sales, Real Property, Real Estate Financing, Condos, Finance, Buyers, Landlords, Real Estate Economics, Tenant Representation, Tenant, Contract Negotiation, Lease Administration, Lease Negotiations, Appraisals, Rentals, Referrals, Corporate Real Estate, 1031 Exchanges, Land Acquisition, Waterfront
Education
Florida State University 1979 — 1982
B S, Accounting
Florida State University - College of Business
New York Life Insurance Co. June 1998 - April 2012
Skills
Insurance, Strategic Financial..., Risk Management, Financial Services, Financial Modeling, Life Insurance, Financial Analysis, Business Analysis, Process Improvement, Management, Financial Risk, Leadership, Finance, Financial Planning, IT Strategy, Project Management, Strategic Planning, Underwriting, Vendor Management
Education
City University of New York-Queens College
Bachelor of Arts, Mathematics
New York Life Insurance Co. 2000 - Present
Keane October 1998 - April 2000
Computer Horizons 1998 - 2000
ADP 1995 - 1997
Goldman Sachs & Co. 1982 - 1995
Skills
Data Center, Vendor Management, Cross-functional Team..., IT Strategy, Program Management, Disaster Recovery, Project Portfolio..., IT Operations, ITIL, Requirements Analysis, Project Management, Process Improvement, Risk Management, Business Analysis, Change Management, Business Intelligence, Enterprise Architecture, PMO, Service Delivery, Team Leadership, Project Planning, Team Building, Infrastructure, Call Centers, IT Management, Outsourcing, Business Process, CRM, Software Project..., Integration, Visio, Resource Management, Information Technology, PMP, Business Process..., IT Service Management, Team Management, Telecommunications, Budgets, Business Continuity, Problem Solving, Negotiation, Process Management, Call Center, MS Project, Process Engineering, Contract Negotiation, Cisco Technologies, Budget, Scrum
Education
City University of New York-College of Staten Island
New York Life July 2003 - Present
New York Life Insurance Co January 2003 - Present
Paging Network January 1998 - May 2003
Skills
Management, Auditing, Accounts Receivable, Accounts Payable, Accounting, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 1998 — 2003
BBA, Economics/Finance
CUNY Bernard Baruch College
Bachelor, Business Administration; Finance; Economics
New York Life Insurance Co. November 1993 - Present
Skills
Long-term Care, Roth IRA, Estate Planning, Long Term Care, Retirement Planning, Retirement, Insurance, Savings, Investments, Mutual Funds, Annuities, Disability Insurance, Wealth Accumulation, IRA's, Insurance Planning, Annuity, 401k, Term Life Insurance, Long Term Care Insurance, Financial Planners, IRAs, Fixed Annuities, Life Insurance, Wealth, Small Business, Strategic Financial..., Financial Services, Universal Life, Wealth Management, Pensions, Permanent Life Insurance, Health Insurance, Guaranteed Lifetime..., 401k Rollovers, Variable Annuities, Whole Life, Employee Benefits, Series 6, Portfolio Management, College Savings Plans
Education
The American College
CLU
University of California, Davis
BA
BedBath&Beyond Corporate Headquarters October 2012 - Present
Mercedes Benz USA April 2011 - June 2012
Lockheed Martin Corp. April 2010 - November 2010
Morgan Stanley January 2010 - March 2010
New York Life Insurance Co. September 2003 - August 2009
Deutsche Bank Securities January 1999 - January 2003
Morgan Stanley Dean Witter January 1998 - January 1999
NBC News March 1995 - January 1998
Skills
Troubleshooting, Video Conferencing, AV, TCP/IP, Integration, Networking, Tandberg, Vendor Management, Cisco Technologies, Technical Support, Network Administration, IP, Telepresence, Software Installation, Hardware, Security, WAN, LAN-WAN, Servers, Project Delivery, Instructional Technology, Polycom Video..., People Management, Data Center, Video Production, Videography, Video Editing, Broadcast Television, Telecommunications..., Digital Media, Collaboration Solutions, Audio Engineering, Budget Management, IT Strategy, Management, Project Management, Video, Leadership, Testing, Telecommunications, Sound, Network Engineering, Multimedia, Infrastructure, System Deployment, VoIP
Education
Technical Career Institutes 1995 — 1997
AOS, Industrial Electronics Engineering Technology \ Communications
New York Life Insurance Co. June 2008 - October 2011
Linc Facility Services, Inc July 1969 - December 2007
Skills
Risk Management, Microsoft Excel, Strategic Planning, Customer Service, Budgets, Process Improvement, Insurance, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Management
Carnegie Mellon University 1965 — 1969
BS, Mechanical Engineering
Jackson Hole Insurance Services March 1985 - Present
Full Independent Brokerage January 1985 - Present
New York Life Insurance Co March 1985 - December 2008
Skills
Insurance, Risk Management, Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Retirement, Long Term Care Insurance, Training, Underwriting, Marketing, Whole Life, Estate Planning, Public Speaking
Education
City College of San Francisco; Merritt College; Golden Gate College; U of Cal Fresno 1963 — 1978
AA Criminology: AA Horticulture: AA Safety Engineering: Risk Management
University of California at San Francisco State 1965 — 1969
BA, Social Science
University of California, San Francisco 1965 — 1969
Bachelor's degree, Industrial Science
American medical collection agency September 2014 - Present
Life4DiabetesAgents.com July 2013 - Present
Greg Long Agency - State Farm Insurance December 2012 - June 2013
HOMESITE INSURANCE SALES February 2010 - September 2012
HSBCBANK December 2007 - June 2009
New York Life Insurance Co February 2004 - September 2005
Forest Hills September 1985 - January 2004
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Insurance, Term Life Insurance, Property & Casualty..., IRAs, Long-term Care, Commercial Insurance, Health Insurance, Mutual Funds, Workers Compensation, Cold Calling, Sales, Casualty, General Insurance, Casualty Insurance, Finance
Education
New York Institute of Technology
Bachelor of Arts (B.A.), Business Administration and Management, General
Hammond Financial Services, Inc. January 1993 - Present
Hammond Financieal 2002 - January 2002
Hammond Financial Services, Inc. April 1998 - April 1998
Farmers Insurance Group January 1993 - January 1995
LaPorta Insurance Agency January 1987 - January 1993
Health Plan of Nevada January 1985 - January 1987
Volu-Sol Medical Industries, Inc January 1983 - January 1985
New York Life Insurance Co January 1980 - January 1982
Associated Pathologists Laboratories January 1973 - January 1980
Multiple Hospital Laboratories January 1971 - January 1973
Education
Central Michigan University 1973 — 1977
M.A., laboratory administrationMedical Technologist; microbiology
San Jose State University 1964 — 1968
BA, Medical Technolocy
Basic High Schoold 1960 — 1964
University of Arizona
None, Medical Microbiology
Concrete Manufacturing Inc May 1993 - Present
National Lumber Company May 1986 - April 1993
New York Life Insurance Co. September 1984 - May 1986
Education
Macomb Community College 1986 — 1989
Double Associate, Administrative Assistan and Word Processing Specialist
KAFL Insurance Resources, Inc. 2011 - Present
New York Life Insurance Co. November 2004 - January 2011
KAFL INSURANCE RESOURCES 2011 - 2011
New York Life Insurance Co. 2004 - 2011
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Long-term Care, Whole Life, Disability Insurance, Long Term Care Insurance, Retirement Planning, IRAs, Universal Life, Retirement, Insurance
Education
Rochester Institute of Technology 1968 — 1972
Bachelor of Science (BS), Accounting
Aquinas Institute ?
Robert Half January 2015 - Present
Fidelity & Guaranty Life August 2011 - December 2014
New York Life Insurance Co February 2004 - April 2011
Citigroup May 2003 - February 2004
JPMorgan Chase & Co January 2001 - January 2003
Chase Manhattan Mortgage Corporation January 1999 - January 2001
Schneider Downs & Co., Inc. CPA'S July 1998 - October 1999
Schneider Downs & Co., Inc. CPA'S October 1997 - July 1998
Parms & Company, CPA'S September 1996 - October 1997
Skills
Auditing, Internal Audit, Leadership, Risk Management, Internal Controls, AML, Investments, Mentoring Of Staff, Strategy, SEC filings, Corporate Governance, Enterprise Risk..., GAAP, Sarbanes-Oxley Act, CRM, Financial Reporting, Financial Analysis, Management, SEC Filings, Accounting, Finance
Education
University at Buffalo
Bachelor of Science
New York Life Insurance Co. September 2012 - Present
TMS Health February 2010 - September 2012
RBC 2005 - 2007
National City Bank 2005 - 2006
Skills
Mortgage Lending, Loans, Credit, Sales Management, Selling, Mortgage Banking, Sales, New Business Development, Call Center, Customer Service, Account Management, Marketing, Coaching, Business Development, Customer Retention, Training, Cold Calling, Leadership, Insurance, Management, Finance, Sales Process, Negotiation, Team Building
Education
Universidad de Chile 1972 — 1974
Keiser College
Computer Graphics and MCSE
New York Life Insurance Co. 1973 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Loyola University New Orleans 1969 — 1973
Political Science and Government
Archbishop Rummel High School 1965 — 1969
College Preparatory
Quest Diagnostics November 2014 - Present
DLP Realty October 2012 - November 2014
INetU Managed Hosting February 2012 - October 2012
Keller Williams Real Estate April 2009 - October 2011
Artistic Video & Sound Inc September 2003 - October 2008
Applewood Association July 2002 - August 2006
Artistic Video & Sound Inc September 2002 - September 2003
P2I Inc September 1999 - August 2002
New York Life Insurance Co October 1998 - August 1999
LVR Inc July 1996 - October 1998
Skills
Accounting, QuickBooks, General Ledger, Accounts Payable, Payroll, Customer Service, Sales, Management, Human Resources, Auditing, Invoicing, Microsoft Excel, Analysis, Access, Budgets, Microsoft Word, Cash Flow, Accounts Receivable, Financial Statements
Education
DeSales University, Center 2010 — 2013
MBA, Accounting
Kutztown University
B.S, Business Administration; Management
Buckinghamshire College of Higher
Reading Area Community College
Associates, Applied Sciences; Executive Secretary
CVS Caremark Corporation March 2009 - Present
CVS Caremark Corporation June 2007 - February 2009
CVS Caremark Corporation January 2006 - May 2007
CVS Caremark Corporation August 2005 - December 2005
CVS Caremark Corporation June 2004 - July 2005
New York Life Insurance Co. February 1997 - August 2000
Education
Baruch College
MBA, Computer Systems
New York Life Insurance Company January 1986 - Present
New York Life Insurance Co. January 1986 - Present
Education
California State University-Long Beach 1978 — 1983
Sterling Bank & Trust 1991 - 2005
Sonenblick-Goldman Corp. 1990 - 1991
First Federal of Michigan, fsb 1978 - 1990
New York Life Insurance Co. 1963 - 1978
Lumbermans Mutual Insurance Company 1958 - 1963
Skills
Retail Banking, Loans, Commercial Lending, Real Estate, Commercial Banking, Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1953 — 1957
Bachelor's degree, Real Estate & Business Administration
Credit Suisse June 2014 - Present
SunTrust Bank December 2013 - June 2014
Wells Fargo 2008 - 2013
New York Life Insurance Co. 2006 - 2008
Skills
Finance, Investments, Insurance, Banking, Retirement Planning, Mutual Funds, Loans, Mortgage Lending, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Services, Wealth Management, Loan Origination, Risk Management, Securities, Financial Planning, Leadership, Wealth
Education
Meredith College 2011 — 2012
Certificate, MBA Business Foundations
City University of New York-John Jay College of Criminal Justice
B.A., Psychology
New York Life Insurance Co. March 2000 - Present
East Asiatic Co./Heidelberg Usa December 1984 - September 1994
AT&T Technology August 1978 - December 1984
Skills
Business Analysis, Vendor Management, Disaster Recovery, Program Management, Leadership, Facilities Management, Facilities..., Client Support
Education
Cornell University ILR School
Certificate Programs, Human Resource Studies
Pace University - Lubin School of Business 1981 — 1983
MBA (Credits Towards), Financial Management
Queens College
Bachelor of Arts (B.A.) - Queens College, Accounting and Information Systems
Queensborough Community College
Associate of Arts and Sciences (A.A.S.), Accounting and Information Systems