New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Keller Williams-Allen, Texas October 2014 - Present
My Pharmacy January 2014 - April 2014
Solutionreach January 2011 - December 2013
New York Life Insurance Company April 2008 - February 2009
Hair Force One October 2003 - December 2005
VBR August 1995 - January 1997
Skills
SaaS, Account Management, Direct Sales, Salesforce.com, Sales, Sales Process, Lead Generation, CRM, Sales Operations, Enterprise Software, Sales Management, Solution Selling, New Business Development, Selling, B2B, Business Development, Marketing Strategy, Cold Calling, Cloud Computing, Customer Service, Sales Presentations, Customer Retention, Marketing
Education
Brigham Young University - Idaho 2014 — 2016
Personal and Family Studies
Park University 2001 — 2014
Psychology
Valdosta Technical College 1997 — 1999
Cosmetology
David Applied Technology Center 1994 — 1995
Architectural Drafting and Architectural CAD/CADD, A
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company April 2015 - Present
Cambridge Financial Services January 2015 - April 2015
Brigham Young University Baseball August 2008 - July 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources September 2009 - August 2011
Skills
Public Speaking, Leadership, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Coaching, Time Management, Team Leadership, Microsoft Office, PowerPoint, Sales, Social Networking, Teaching, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Long Term Care Insurance, Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business
Education
Brigham Young University 2009 — 2015
Bachelor's degree, Exercise Science
DBA Sonyalee Medeiros January 2014 - Present
Sun Life Financial September 2013 - August 2014
New York Life Insurance Company 2010 - January 2014
South County Hospital Healthcare System September 2012 - December 2012
Self Employed May 2008 - September 2010
Boyko Memorial Funeral Home January 2003 - June 2009
University of Saint Joseph August 2005 - August 2006
Skills
Patient Financial..., Medical Billing, Self-insurance, Insurance Appeals, Patient Financial..., Management, Process Design, Training, Operations, Employee Benefits, Finance, Contestability, Health Insurance, Investments, Fixed Annuities, Long-term Care, Wealth Accumulation, Estate Planning, Project Planning, Long Term Care Insurance, Disability Insurance, Wealth, Retirement, 401k, Term Life Insurance, Financial Services, IRAs, FINRA, Strategic Financial..., Succession Planning, Series 6, Key Person Insurance, Financial Planning, Financial Advisory, Retirement Planning, Insurance, Life Insurance, Whole Life
Education
Bristol Community College 2014 — 2015
Associate's Degree, Financial Management
Bristol Community College 2006 — 2009
Business Administration
Saint Joseph College 2005 — 2006
International Studies
Bishop Connolly High School 2002 — 2005
Joseph Case High School 2002 — 2005
Express Locations July 2015 - Present
Conn's December 2013 - August 2015
Desert Penguin Photos February 2000 - January 2014
The Mattress Store December 2012 - November 2013
New York Life Insurance Company August 2011 - December 2012
The Wooden Cow Gallery and Art Space April 2008 - May 2011
American Federation of Teachers - New Mexico August 2003 - May 2011
CIGNA/Lovelace Health Systems 2000 - June 2003
CIGNA/Lovelace Health Plan 1999 - 2000
CIGNA/Lovelace 1997 - 1999
Skills
Whole Life Insurance, Term Life Insurance, Financial Product..., Employee Benefits, Medicare, Insurance, Leadership, Small Business, Disability Insurance, Public Speaking, Long-term Care, Fixed Annuities, Management, Life Insurance, Health Insurance, Retirement, 401k, Retirement Planning, Financial Planners, Long Term Care Insurance, Property & Casualty..., IRAs, Whole Life, Financial Services, Digital Photography, Photography, Lightroom, Art, Event Photography, Interviews, Policy, Training, Customer Service
Education
Webster University 1993 — 1995
M.A., Counseling
Bridgewater College 1982 — 1986
B.A., Philosophy/Religion
Stephen Decatur High School 1978 — 1982
High School Diploma
The Meeting House Restaurant May 2015 - Present
Cafe Xpresso February 2015 - May 2015
Morrison August 2013 - February 2015
New York Life Insurance Company February 2013 - August 2013
Sodexo February 2010 - February 2013
Sodexo New England Baptist Hospital January 2009 - February 2011
Caritas Christi Health Care August 2006 - January 2009
Skills
Creative Writer, Music, Philosophy of Religion, Culinary, Menu Development, ServSafe, Sanitation, Editing, Food Preparation, Food Service, Cuisine, Fine Dining, Recipes, Banquets, Catering, Restaurant Management, Marketing, Food Quality, Food Safety, Training, Leadership, Team Building, Culinary Skills, Event Planning, Food & Beverage, Income Statement, Hiring, Management, Restaurants, Hospitality, Recruiting, College Recruiting, Leadership Development, Profit, Facilities Management, Customer Satisfaction, Team Leadership, Sales, Organizational..., Hospitality Management, Process Scheduler, Cost Control, Operations Management, Sales Management, Inventory Management, P&L Management, New Business Development, Food, Customer Service, Time Management
Education
Bridgewater State College 1996 — 1997
Social Work/Psychology
Southern Vermont College 1977 — 1979
Associate of Science (A.S.), Business Administration and Management, General
New York Life Insurance Company 2012 - Present
Maryhaven Center of Hope August 1999 - April 2012
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, Securities, Estate Planning, Series 7, Series 63, Investments, Strategic Financial..., Life Insurance, Insurance, Wealth Management, IRAs, Financial Services
Education
SUNY college at Old Westbury 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Briarcliffe College 1993 — 1996
Bachelor of Applied Science (B.A.Sc.), Legal Assistant/Paralegal
Ahold 2014 - Present
Human Resources Benefits Analytics 2013 - Present
Ahold 2012 - 2013
Fidelity Investments December 2011 - February 2012
The Vierra Group 2011 - 2011
New York Life Insurance Company 2006 - 2008
Mercer 2005 - 2006
Putnam Investments 2000 - 2005
Skills
Human Resources, Employee Benefits, Management, Leadership, Project Management, HTML, Employee Relations, Investments, CRM, Finance, CSS, Program Management, Analysis, Mutual Funds, Access, Benefits Administration, HRIS, JavaScript, Training, Pensions, New Business Development, Business Planning, Vendor Management, Mergers & Acquisitions, Onboarding, Deferred Compensation, employee benefit..., health plan design and..., Employee Wellness..., Workers Compensation, Taxation of Group..., Achieving Employee..., Performance Appraisal, International Human..., Compensation Management..., Establishing Internal..., Job Analysis in Job..., Person Based Pay Systems, Attracting and..., Managing the...
Education
University of Pennsylvania - The Wharton School 2013 — 2016
Certified Employee Benefits Specialist Program
Xaverian Brothers High School
Stonehill College
Bachelor of Science, Finance
Bridgewater State College
Certificate in building web pages, Web Development
NYLIFE Securities, LLC August 2014 - Present
New York Life Insurance Company March 2013 - Present
Toys R Us October 2012 - April 2013
US Jesco International, Ltd., Inc. May 2012 - March 2013
New England Development August 2010 - December 2011
Skills
Insurance, Retirement Planning, Retirement, Public Speaking, Estate Planning, Account Management, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Creative Problem Solving, Customer Relations, Customer Satisfaction, Direct Sales, Financial Services, Gifting Strategies, Grandchild Gifting, Investments, IRA Rollovers, Key Person Insurance, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance, Life Insurance..., Lifetime Income..., Legacies, Legacy Planning, Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Risk Management, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Writing
Education
Bridgewater State College 2008 — 2008
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Bernhardt Wealth Management June 2013 - Present
Soltis Investment Advisors April 2011 - August 2011
Sole Proprietor May 2009 - April 2011
New York Life Insurance Company January 2009 - April 2009
The Church of Jesus Christ of Latter-day Saints February 2005 - February 2007
Education
Brigham Young University—J. Reuben Clark Law School 2011 — 2014
Juris Doctor, Law
Brigham Young University - Idaho 2007 — 2011
Bachelor's Degree, Financial Economics
GWC Warranty June 2015 - Present
Enterprise Rent-A-Car March 2014 - June 2015
New York Life Insurance Company May 2012 - March 2014
Town of Dartmouth June 2007 - June 2013
Best Buy September 2008 - May 2009
Golds Gym Dartmouth July 2003 - June 2007
Skills
Insurance, Finance, Event Planning, Marketing, Financial Analysis, Analysis, Real Estate, Outlook, Social Media Marketing, Access, Direct Sales, Facebook, Fixed Annuities, Personal Training, Group Exercise..., Estate Planning, Business Growth..., Customer Service, Customer Retention, Leadership, Microsoft Office, Sales, Management, PowerPoint, Microsoft Excel, Social Media
Education
Bridgewater State College 2007 — 2012
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Dartmouth High School 2001 — 2007
Security National Bank: Sioux City, IA November 2006 - Present
Security National Bank: Sioux City, IA November 1999 - November 2006
New York Life Insurance Company February 1984 - October 1999
Skills
Loans, Finance, Underwriting, Microsoft Excel, Banking, Management, Customer Service, Office Management, Retail Banking, Portfolio Management, Sales, Training, Insurance, Marketing, Strategic Planning, Leadership
Education
Briar Cliff University 1995 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Nettleton Business School 1980 — 1981
Associate's degree, Accounting
Protecting Your Ability to Generate Wealth January 1999 - Present
Canada Health Benefits August 1998 - Present
New York Life Insurance Company 1985 - 1990
Skills
Small Business, Financial Planning, Project Management, Customer Service, Employee Benefits, Insurance, Public Speaking, Entrepreneurship, Marketing, Business Development, Leadership, Strategic Planning, Sales, Investments
Education
Brigham Young University
University of Alberta
Bachelor of Science (BSc), Chemistry and French
RetireRight Pittsburgh 2012 - Present
Stern & Heatwole Financial Group 2011 - 2012
New York Life Insurance Company 2010 - 2011
Skills
Financial Advice, Retirement Income..., Insurance Planning, Long Term Care, Estate Planning, 401k Rollovers, Mutual Funds, IRA's, Roth IRA, Wealth Transfer Planning, Cash Flow Management, Long-term Care, Financial Advisory, Retirement
Education
Bridgewater College
Bachelor of Science (BS), Business Administration and Economics
Duquesne University
Executive Certificate in Financial Planning
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company June 2012 - Present
Payson Utah May 1981 - January 2012
Povo, Utah January 1999 - January 2003
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Brigham Young University 1975 — 1977
Master of Education, Counseling and Guidance
Brigham Young University 1964 — 1970
BS, Political Science
New York Life Insurance Company June 2015 - Present
PrimeNet May 2014 - Present
Harte-Hanks, Inc. 2008 - March 2013
Harte-Hanks, Inc. November 2007 - April 2008
Pioneer Investments July 2006 - October 2007
Protocol Integrated Direct Marketing June 2005 - July 2006
Harte-Hanks, Inc. May 2000 - June 2005
Skills
MS Office, MS Outlook, Lotus Notes, Numerous database and..., Integrated Marketing, Multi-channel Marketing, Direct Marketing, Direct Mail, Fullfillment, Marketing, Leadership, CRM, Marketing Communications, Budgets, Lead Generation, Salesforce.com, Database Marketing, Microsoft Office, Outlook
Education
Bridgewater State College 2005 — 2005
Business Administration and Management, General
University of Puerto Rico-Rio Piedras 1991 — 1992
Liberal Arts and Sciences/Liberal Studies
Kaneski Associates February 2014 - Present
New York Life Insurance Company 2014 - Present
Ahmed Hassan July 2013 - February 2014
Bushnell Landscape Industries June 2010 - July 2013
The Art of Real Food February 2012 - October 2012
Constant Contact February 2012 - July 2012
Twin Soup May 2011 - February 2012
PlacerGROWN June 2011 - October 2011
High Hand January 2006 - October 2010
Hewlett-Packard October 2000 - October 2002
Education
Medford Senior High School
Brigham Young University 1987 — 1991
BS, Sociology; Minor: English
Art Institute of Sacramento 2012 — 2013
Certification, Web Design and Interactive Media
Brigham Young University 1986 — 1991
Bachelor of Science Degree, Sociology
Brigham Young University January 2015 - Present
New York Life Insurance Company January 2013 - April 2013
Brigham Young University August 2012 - December 2012
Brigham Young University April 2012 - August 2012
Ralphs Grocery Company January 2010 - June 2011
Skills
Microsoft Word, Social Media, Customer Service, Leadership
Education
Brigham Young University 2011 — 2014
Political Science and Government
New York Life Insurance Company 1974 - Present
Skills
Strategic Planning, Microsoft Office, Property & Casualty..., Customer Service, Microsoft Word, Microsoft Excel, Strategic Financial..., Sales, Sales Management, Risk Management, Insurance, Accounting, Project Management, New Business Development, PowerPoint, Negotiation, Mutual Funds, Investments, Finance, Leadership, Financial Analysis
Education
Brigham Young University
NYLIFE Securities LLC June 2001 - Present
Eagle Strategies, LLC January 1999 - Present
New York Life Insurance Company May 1998 - Present
Skills
Insurance, Investments, Retirement, Retirement Planning, Estate Planning, 401k Rollovers, Small Business, Asset Protection, Succession Planning, Wealth Preservation..., Key Person Insurance, Protection..., Protection..., Securities, Wealth Management, Sales, Mutual Funds, Team Building
Education
Brigham Young University 1993 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
The American College
CLU®, LUTCF, Finance
AppNexus October 2013 - Present
Bank of America September 2009 - 2013
Deutsch Consulting July 2007 - August 2009
Brown Brothers Harriman February 2001 - July 2007
Arthur Andersen November 1998 - February 2001
Salomon Brothers 1994 - 1998
IBM (International Business Machine) August 1990 - November 1993
New York Life Insurance Company July 1987 - August 1988
Skills
Leadership Development, Performance Management, Onboarding, Assessment Center, Talent Management, 360 Feedback, Organizational..., Succession Planning, Organizational..., Employee Engagement, Organizational Design
Education
The University of Connecticut 1988 — 1995
MA/Ph.D., Industrial/Organizational Psychology
Brandeis University 1983 — 1987
B.A., Psychology
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company 2012 - 2014
New York Life Insurance Company July 2011 - July 2012
New York Life Insurance Company August 2007 - April 2011
New York Life Insurance Company March 2004 - August 2007
Motorola May 2000 - May 2002
Motorola February 1997 - May 2000
Skills
Customer Experience..., Voice of the Customer, Voice of the Customer..., Strategic Planning, Life Insurance, Cross-functional Team..., Mobile Devices, Vendor Management, Process Improvement, Strategy, Business Intelligence..., Relationship Management, Mobile Technology, Mobile Strategy, Agile Methodologies, User Experience, Information Architecture, Microsoft Office, Training, Risk Management, Investments, Mutual Funds, Portfolio Management, Financial Analysis, Financial Services, Management, Analytics, Pivot Tables, Social Media, Insurance
Education
Brigham Young University
BS, Mechanical Engineering
Thunderbird School of Global Management
MBA, B2B Marketing
Jack Conway & Co., Inc. December 2014 - Present
Stella & Dot April 2011 - Present
Marshfield Womenade March 2009 - Present
New York Life Insurance Company May 2005 - June 2008
Skills
Social Networking, Customer Service, Styling, Event Planning, Fashion, Social Media Marketing, Facebook, Sales, Event Management, Time Management, Microsoft Word, Microsoft Excel, Email Marketing, Nonprofits
Education
Bridgewater State University 2000 — 2004
Bachelor of Science, Sociology
The Aclaime Group June 2010 - Present
Crandall Farms Inc 2000 - 2011
Summit Energy, LLC May 2009 - July 2010
Marriott School of Business 2008 - April 2009
New York Life Insurance Company 2007 - April 2009
Skills
Real Estate, Investments, Real Estate Economics, Financial Analysis, Finance, Asset Management, Private Equity
Education
Brigham Young University 2007 — 2009
Finance, Real Estate
New York Life Insurance Company June 2012 - Present
CAL-FAB Systems, Inc. December 2009 - August 2011
The Sherwin-Williams company January 2008 - October 2009
Stock Building Supply May 2006 - October 2007
Skills
Sales, Management, Sales Operations, Account Management, Life Insurance, Term Life Insurance, Retirement Planning, Whole Life, Fixed Annuities, Variable Annuities, Investments, Mutual Funds, Public Speaking, Licensed in Long Term..., Education Funding..., Wealth Preservation...
Education
University of Phoenix
Master, Business Administration
Utah Valley University
Bachelor of Science, Business Management
Brigham Young University 2002 — 2003
Reliance First Capital, LLC June 2012 - Present
PartsSource Inc. March 2011 - August 2012
New York Life Insurance Company February 2010 - January 2011
Ameriprise Financial May 2008 - August 2008
Skills
Management, Customer Satisfaction, Sales, Customer Service, Marketing Communications, Account Management, Direct Sales, Sales Management, Recruiting, Leadership, Cold Calling, Microsoft Office
Education
Bowling Green State University 2004 — 2009
of Arts and Sciences; Bachelor of Arts, Communication; Interpersonal Communications; Promotions and Advertising
Rocky River High School 2000 — 2004
Verizon Wireless May 2014 - Present
New York Life Insurance Company October 2013 - March 2014
Magnelab, Inc. November 2012 - November 2013
Digital Mosaic, Inc August 2012 - November 2012
Brigham Young University 2011 - 2012
APX Alarm Security Solutions Inc. May 2008 - April 2010
The Church of Jesus Christ of Latter-day Saints June 2003 - July 2005
Skills
Project Management, Sales Management, Technical Writing, Typing, Mechanical Engineering, Microsoft Office, Sales, Solidworks, Mechanical Product..., CAD, Matlab, Microsoft Excel, ANSYS, Labview, Inventor, Mathematics, Finite Element Analysis, MathCAD, Unigraphics, Pro Engineer, NX 6, CFD, Fluid Mechanics, Machining, Microsoft Word, Linear Algebra, Biomechanics, Catia, Visual C++, Technical Support, ISO9001 Auditor, Engineering, PowerPoint, Public Speaking, C++, Leadership, Testing, PTC Creo
Education
BYU 2006 — 2012
Bachelor's degree, Mechanical Engineering
Brigham Young University 2006 — 2012
Bachelor’s Degree, Mechanical Engineering, 3.0
First Command Financial Services February 2011 - Present
Thrivent Financial for Lutherans September 2009 - January 2011
Thrivent Financial for Lutherans February 2006 - May 2009
New York Life Insurance Company June 2004 - February 2006
Thrivent Financial for Lutherans May 2002 - June 2004
Thrivent Financial for Lutherans June 2001 - May 2002
Skills
Recruiting, Talent Acquisition, Leadership, Leadership Development, Coaching, Talent Management, Team Building, College Recruiting, Strategic Planning, Employee Benefits, Training, Hiring, Applicant Tracking..., Program Management, Management, Process Improvement, Team Leadership, Organizational..., Onboarding, Project Planning, Employee Relations, Strategy, Internet Recruiting, Performance Management, Executive Search, Technical Recruiting, Temporary Placement, Consulting, Human Resources, Sourcing, Employee Training, Succession Planning, Interviews, Executive Management, Vendor Management, Policy, Military Recruiting, Talent Scouting, Personnel Management, Staffing Services, Change Management, Management Consulting, Employee Engagement, Screening Resumes, Benefits Negotiation, Financial Services, Risk Management, Retirement Planning
Education
Briar Cliff University 1990 — 1993
Bachelor's degree, Business Admin/HR
Iowa Western Community College 1989 — 1990
Sioux City North High
Apple August 2014 - Present
Volt Workforce Solutions March 2014 - August 2014
Best Buy February 2012 - March 2014
Independent Contractor January 2011 - September 2011
Nordstrom July 2010 - May 2011
New York Life Insurance Company September 2009 - May 2010
Nordstrom March 2009 - September 2009
Apple September 1995 - September 2001
Skills
Customer Service, OS X, Networking, Leadership, Technical Support
Education
Brigham Young University 1986 — 1994
Bachelor of Arts, Music
PIVOTAL Real Estate Solutions October 2012 - Present
RE/MAX June 2011 - October 2012
New York Life Insurance Company December 2009 - April 2011
Applegate Premier Finishes May 1996 - December 2009
Trigon Manufacturing October 1999 - January 2004
Sharkollector June 1999 - November 2003
Skills
Real Estate, Short Sales, Investment Properties, Foreclosures
Education
Brigham Young University 1988 — 1993
Economics
AAA Auto Club South January 2013 - Present
New York Life Insurance Company June 2011 - December 2012
ZipRealty March 2004 - January 2011
AT&T January 2001 - July 2002
AT&T January 1998 - January 2001
GrayLine Sightseeing Tours April 1986 - January 1999
Skills
Real Estate, First Time Home Buyers, Short Sales, Investment Properties, Referrals, Investors, Investments, REO, Sellers, Mortgage Lending, Selling, Foreclosures, Relocation, Residential Homes, Single Family Homes
Education
Brigham Young University - Hawaii 1983 — 1986
Associate's degree, Computer Science
Philippine School of Business Administration 1977 — 1979
BSBA, Economics
New York Life Insurance Company
Skills
Variable Annuities, Fixed Annuities, Retirement Planning, Retirement Savings, Guaranteed Lifetime..., Written Communication, Problem Solving, Series 6, Series 26 Registered..., Creativity, Creative Problem Solving, Asset Allocation, Estate Planning, Mutual Funds, Wealth Accumulation
Education
Stanford University Graduate School of Business 1985 — 1987
Master of Business Administration (MBA)
Brandeis University 1981 — 1985
Bachelor of Arts (BA), Economics
New York Life Insurance Company June 2001 - Present
The Standard July 1987 - December 2000
New York Life October 1978 - August 1987
Skills
Cabinetry, Gardening, Landscaping, Yard Work, Writing
Education
The American College 2002 — 2005
Master of Science (MS), Financial Services
Brigham Young University 1965 — 1967
Bachelor of Arts (BA), Asian Studies/Civilization
Weber State University 1965 — 1965
None, History
Weber State University 1961 — 1962
None, History
BYU-Idaho April 2012 - Present
New York Life Insurance Company 2011 - 2014
HSS May 2009 - August 2012
24 Hour Fitness November 2008 - April 2012
Centrix Financial 2004 - 2006
Centrix Financial 2002 - 2004
Mississippi Jackson Mission 2000 - 2002
Skills
Top-notch Customer..., Culinary Skills, Security+, Customer Service, Training, Team Building, First Aid, Time Management, Security, Organizational..., Supervisory Skills, Inventory Management
Education
Brigham Young University - Idaho 2012 — 2015
Business Management
Community College of Aurora
Smokey Hill High School
Covidien June 2014 - Present
Verathon November 2012 - June 2014
ADP Resource July 2010 - November 2012
New York Life Insurance Company June 2009 - June 2010
Skills
Account Management, Cold Calling, Employee Benefits, Healthcare, Sales, Sales Operations, Medical Devices
Education
Bowling Green State University 2004 — 2008
Bachelors, Finance and Economics
Saybrus Partners, Inc. October 2009 - Present
Phoenix Life Insurance Company August 2007 - September 2009
New York Life Insurance Compny November 1999 - August 2007
New York Life Insurance Company August 1997 - November 1999
New York Life Insurance Company June 1993 - September 1997
New York Life Insurance Company June 1987 - June 1993
Riverview Savings Bank February 1983 - June 1987
Skills
Estate Planning, Insurance, Retirement, Wealth Management, Sales Management, Sales Recruitment, Mentoring, Agent Training, Public Speaking, Coaching, Life Insurance, Training, Recruiting, Fixed Annuities, Financial Services, Leadership, Business Planning, Financial Advisory, Series 6, Retirement Planning, Series 63, Long-term Care, Mutual Funds, Term Life Insurance
Education
Brigham Young University
Business Finance
The American College
CLU, ChFC, LUTCF
Otago University Students' Association (OUSA) March 2015 - Present
State Farm October 2013 - Present
New York Life Insurance Company May 2013 - Present
State Farm Insurance December 2012 - Present
PAK Computer Accessories January 2012 - Present
Brigham Young University Hawaii April 2010 - Present
Enterprise Holdings Inc. January 2010 - April 2010
BYU Hawaii Students in Free Enterprise April 2009 - April 2010
Brigham Young University Hawaii December 2008 - January 2010
KiNG R.S Bikes October 2009 - 2010
Skills
Financial Planning, Social Networking, Start-ups, Customer Service, Public Speaking, Financial Analysis, Inter-personal, Social Innovation, SPSS, Microsoft Office, PowerPoint, Strategic Financial..., Management, Training, Project Management, Teamwork, Microsoft Excel, Strategic Planning, Research, Leadership, Teaching, Entrepreneurship, Microsoft Word, English, Event Planning, Social Media Marketing, Accounting, Market Research, Data Analysis, Time Management, Critical Thinking, Access, Nonprofits, Project Planning, Budgets, Spanish, Social Media, Analysis, Business Development, Negotiation, Team Leadership
Education
University of Otago 2015 — 2018
Doctor of Philosophy (PhD), Politics and Development Economics, International Development, First Year
Ritsumeikan Asia Pacific University 2011 — 2013
MBA, Accounting & Finance
Brigham Young University - Hawaii 2005 — 2009
Bachelor of Science, Business Investment Finance & Politcal Science
University of the South Pacific (USP)
B.A, Political Science
New York Life March 2006 - Present
New York Life Insurance Company February 2004 - March 2006
New York Life Insurance Company 2002 - 2004
New York Life Insurance Company 2000 - 2002
New York Life Insurance Company 1997 - 2000
New York Life Insurance Company 1995 - 1997
New York Life Insurance Company 1993 - 1995
Skills
Insurance, Management, Leadership, Customer Service, Team Building, Executive Management, Budgets, Life Insurance, Risk Management, Public Speaking, Strategic Planning, Interviews, Administration, Program Management, Vendor Management, Employee Benefits, System Administration, Time Management, Project Management, Process Improvement, Training, Customer Satisfaction, Strategy, Fixed Annuities, Business Planning, Analysis, Financial Analysis, Organizational..., Coaching, Leadership Development, Business Development, Business Strategy, Change Management, Operations Management, Security, Small Business, Team Leadership, Account Management, Contract Negotiation, Employee Relations, Fundraising, Human Resources, Process Scheduler, Recruiting, Access, New Business Development, Sales Management, Customer Relations, Relationship Management, Communication
Education
The American College 2000 — 2002
Master of Science in Management, Management
Bradley University 1975 — 1979
Bachelor’s Degree, Marketing
BCD M&I December 2014 - Present
Organogenesis July 2012 - December 2014
Cambridge Healthtech Institute January 2008 - July 2012
John Hancock Life Insurance Company (U.S.A.) April 2007 - January 2008
New York Life Insurance Company March 2005 - April 2007
Skills
Analytical Skills, Branding Initiatives, Client Service Oriented, CMS, Conference Coordination, Corporate Events, Customer Service, Development Of..., Editing, Event Management, Event Planning, Managerial, Marketing Communications, Microsoft Office, Office Management, Project Management, Public Speaking, Sales Operations, Sponsorship Sales, Time Management, Webinar Management, Website Updating
Education
Bridgewater State College
BA, Communication
University of Arizona
Communication
Walpole High School
Tembo September 2015 - Present
Private Tutor September 2012 - Present
Sunsational Tans March 2014 - August 2015
New York Life Insurance Company February 2015 - May 2015
Skills
Educational Technology, Experience Working with..., Looked After Children, Exceptional People..., Charity Work, Sports Coaching, Tutoring, Customer Service, Teamwork, Microsoft Word, Microsoft Office, People Skills, Microsoft Excel, Social Media, Social Networking, Communication, Facebook, Cashiering, Customer Satisfaction, Inventory Management, Hospitality, Problem Solving
Education
University of Tampa 2015 — 2017
Elementary Education and Teaching
Bridgewater State University 2013 — 2015
Elementary Education
Cardinal Spellman High School 2009 — 2013
New York Life Insurance Company June 2014 - Present
McDonald's Corporation June 2008 - Present
Bridgewater State University September 2013 - April 2014
Skills
Restaurants, Restaurant Management, Food Service, Food & Beverage, P&L, Food, Hospitality, Franchising, ServSafe, Cashiering, Inventory Management, Menu Development, Cooking
Education
Bridgewater State University 2010 — 2014
Bridgewater State University 2010 — 2013
Accounting and Finance
Department of Veterans Affairs July 2013 - Present
Saint Luke's Health System July 2012 - October 2013
Serco July 2012 - July 2013
Human Terrain Systems June 2010 - July 2012
BAE Systems January 2010 - May 2010
United States Air Force October 2006 - January 2010
Odyssey Healthcare June 2004 - October 2006
Wichita Child Guidance Center June 2001 - September 2002
New York Life Insurance Company June 2000 - June 2001
Fireplace Place June 1999 - May 2000
Skills
Psychotherapy, Mental Health, Crisis Intervention, Social Services, Treatment, Training, Employment Training, Job Coaching, Resume Writing, Interview Preparation, Job Search, Stress, Program Development, Google Groups, Therapists
Education
Northcentral University 2014 — 2018
Doctor of Philosophy (PhD), Psychology
Wichita State University 2002 — 2004
Master of Social Work (M.S.W.), Social Work
Brigham Young University 1997 — 2000
Bachelor of Science (B.S.), Sociology - Emphasis in Analysis and Research
Ricks College 1996 — 1997
Associate of Science (A.S.), Pre-Dentistry Studies
Butler County Community College 1995 — 1996
General Studies
Town of Plymouth, MA February 2013 - Present
Richard J. Vacca, Esq. Attorney at Law March 1995 - Present
New York Life Insurance Company September 2011 - February 2013
Town of Hanson, MA July 2007 - December 2010
Education
Southern New England School of Law 1990 — 1993
J.D., Environmental Law
Bridgewater State College 1981 — 1984
B.S, Biology
Bridgewater State College 1981 — 1984
Bachelor of Science (BS), Biology/Chemistry
0D49973 January 2001 - Present
970076 August 2010 - Present
Reiter Financial Services March 2008 - Present
Mutual of Omaha August 2007 - July 2008
New York Life Insurance Company February 2005 - July 2007
Skills
Long-term Care, Life Insurance, Pensions, Premium Financing, FINRA, Personal Finance, Money, Fixed Annuities, Retirement Planning, IRAs, Retirement, Roth IRA, Wealth Accumulation, 401k Rollovers, Disability Insurance, Investments, Investment Advisory, Long Term Care Insurance, Securities, Wealth, Strategic Financial..., Financial Services, Insurance, Financial Planners, Portfolio Management, Wealth Management, Income Protection, Financial Advisory, 401k, College Savings Plans, Wealth Management..., Critical Illness, Retirement Savings, 529 Plans, Saving for Education, Financial Goals, Variable Annuities, Financial Planning
Education
Brigham Young University 1963 — 1966
BS, Business
Hill Air Force Base November 2014 - Present
Strayer University November 2012 - November 2014
Modern Woodmen of America November 2011 - November 2012
New York Life Insurance Company January 2009 - January 2012
Lakeview Hospital September 2007 - February 2009
Skills
Fixed Annuities, Retirement, Retirement Planning, Roth IRA, Insurance, Life Insurance, Long-term Care, Brokers, Mutual Funds, Investments, Universal Life, Small Business, Term Life Insurance, Estate Planning, 401k, Disability Insurance, Strategic Financial..., Securities, Financial Planners, IRAs, Savings, Long Term Care Insurance, Loans
Education
Strayer University 2013 — 2014
Master's degree, Business Administration and Management, General, 3.8
Weber State University 2002 — 2010
Bachelor of Arts (B.A.), Technical Sales
Brigham Young University 2006 — 2007
New York Life Insurance Company 2008 - Present
Stampede Marketing 2005 - 2008
Santa Maria Mission 2001 - 2003
Skills
Long Term Care Insurance, Disability Insurance, Retirement Planning, Estate Planning, Term Life Insurance, Retirement, Life Insurance, Long-term Care, Insurance, IRAs, Whole Life, Variable Annuities, 401k Rollovers, Universal Life, Guaranteed Lifetime..., College Funding..., Series 6, Sales, College Savings Plans, Fixed Annuities, Wealth Accumulation
Education
Brigham Young University 2003 — 2007
Communications
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company February 1987 - July 2011
New York Life Insurance Company February 1987 - June 2011
Engineering Export Promotion Council January 1980 - January 1987
Engineering Export Promotion Council March 1976 - January 1980
Skills
Retirement Planning, Insurance, Estate Planning, Long Term Care, Retirement, Term Life Insurance
Education
Bowling Green State University 1974 — 1976
MBA, Marketing, Finance
FINRA
Series 6,7,22,24
Stewart School, Cuttack
The American College
CLU, CLF, Finance and Financial Management Services
Hagerty Insurance August 2010 - May 2014
Navigators Insurance Company December 2007 - August 2010
New York Life Insurance Company June 2002 - December 2007
Enfish 2000 - 2001
Nationwide Insurance October 1986 - January 2000
Skills
Business Intelligence, IT Strategy, SDLC, Integration, Disaster Recovery, Virtualization, Vendor Management, Enterprise Architecture, Process Improvement, Cloud Computing, Customer Service, Team Building
Education
Bowling Green State University 1981 — 1985
New York Life Insurance Company August 2013 - Present
SNW April 2011 - February 2013
IPFC Group LLC February 2008 - May 2011
County of Santa Clara January 2009 - February 2011
DEPFA Bank plc September 2006 - December 2007
KNN / Zions Bank February 1999 - September 2006
Lehman Brothers June 1995 - January 1998
Skills
Investments, Investment Banking, Banking, Trading, Bonds, Commercial Banking, Micro-lending, Risk Assessment, Project Finance, International Finance, Renewable Energy Finance, Municipal Finance, Renewable Energy, Loan Origination, Municipalities, Structured Finance, Portfolio Management, Financial Modeling, Equities, Finance, Securities, Risk Management, Credit, Derivatives, Credit Risk, Loans, Securitization, Fixed Income, Series 7, Analysis, Financial Services
Education
Brandeis University 1991 — 1995
B.A., Latin American Studies, Economics & Computer Science
Troegs Brewing Company April 2015 - Present
Specialty Beverage of Virginia October 2013 - Present
Wine Gourmet March 2013 - October 2013
1906 Ale House March 2013 - October 2013
Cost Plus World Market September 2011 - March 2013
New York Life Insurance Company May 2010 - August 2011
Skills
Outside Sales, Craft..., Wine, Beer, Customer Service
Education
Bowling Green State University 2006 — 2010
Bachelor of Fine Arts (B.F.A.), Creative Writing
Glanbia Optimum Nutrition September 2014 - Present
Fairrington Transportation October 2013 - September 2014
Stanley Security Solutions April 2012 - October 2013
Stanley Security Solutions March 2011 - April 2012
Select Staffing August 2010 - March 2011
FTD.com December 2010 - February 2011
Ashley Ellis, LLC April 2010 - May 2010
New York Life Insurance Company December 2009 - April 2010
Lionheart Assurance Solutions, LP August 2009 - October 2009
Daimler Truck Financial 2006 - 2008
Skills
Customer Service, Training, Management, Negotiation, Accounts Receivable, Credit, Sales, Insurance, Recruiting, Microsoft Excel, Team Building, Marketing, Outlook, Inventory Management, Sales Management, Leadership, New Business Development, Account Management, Call Center, SBN, Coaching, Commercial Finance, Administration, Cognos, Infolease, Microsoft Word, Billing Solutions, Client Billing, Billing Process, Retail, Human Resources, Accounting, Call Centers
Education
Bradley University 1999 — 2003
Bachelor of Science, Music Business
DGN 1995 — 1999
Children's Miracle Network at Penn State Hershey Children's Hospital January 2014 - Present
Boston Children's Hospital September 2012 - Present
Bridgewater State University January 2010 - May 2012
Bridgewater State University, T.V Studio September 2010 - January 2011
Cramer May 2010 - August 2010
Merrimack College, Career Services Ofice September 2008 - December 2008
New York Life Insurance Company May 2008 - August 2008
Skills
Microsoft Office, Excel, Outlook Express, Adobe Photodeluxe, PowerPoint skills, Lotus Notes, PowerPoint, Microsoft Excel, Editing, Customer Service, Human Resources, Public Relations, Creative Writing, Video, Training, Nonprofits, Event Planning, Social Networking, Facebook, Culinary Skills, Project Delivery
Education
Bridgewater State College 2009 — 2012
Communication Studies
Merrimack College 2007 — 2009
N/A
Braintree High School 2003 — 2007
Diploma
New York Life Insurance Company April 2011 - Present
Van Kampen Investments April 1999 - June 2010
Wachovia Securities (Formerly EVEREN Securities) June 1996 - April 1999
Skills
401k, Alternative Investments, Financial Advisory, Employee Benefits, Investment Advisory, Investments, Marketing, Mutual Funds, Retirement, Retirement Plan..., Sales, Retirement Planning, Separately Managed..., Series 63, Series 7, Wealth Management, Fixed Annuities
Education
Bradley University 1989 — 1993
Glassics Music October 2012 - Present
Islandia-Central Islip Rotary Club January 2011 - June 2014
North Shore Financial Group, An Office of MetLife September 2010 - October 2012
www.TimetoPlay.com July 2011 - July 2012
New York Life Insurance Company September 2008 - July 2010
Skills
Securities, Financial Services, Small Business, Finance, Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Disability Insurance, 401k, IRAs, Life Insurance, Long-term Care, Wealth Management, Insurance, Investments, Series 63, Strategic Financial..., Series 7, Estate Planning
Education
Bridgewater State University
Business Management
State University of New York - System
New York Life Insurance Company September 2007 - September 2013
New York Life Insurance Company September 2002 - September 2007
Fremont Insurance Company January 1999 - June 2002
Skills
Insurance, Retirement Planning, Long-term Care, Recruiting, Life Insurance, Disability Insurance, Fixed Annuities, 401k
Education
Case Western Reserve University 1963 — 1964
BA, Psychology
Bowling Green State University
Sociology and Psychology
Cambridge Investment Research May 2012 - Present
Mickelson Financial Services, Inc. May 1995 - Present
Woodbury Financial Services July 2007 - September 2011
Equity Services, Inc. June 2001 - July 2007
New York Life Insurance Company July 1995 - July 2001
Skills
Retirement Planning, Series 7, Fixed Annuities, Retirement, Estate Planning, Life Insurance, Strategic Financial..., Series 63, Wealth Management, Disability Insurance, Investment Advisory, Mutual Funds, IRAs, Wealth Accumulation, Asset Allocation, Investments, 401k Rollovers, Financial Advisory, Roth IRA, Securities, Finance, Financial Services, Small Business, Wealth, Financial Planning
Education
The American College 2006 — 2012
Masters of Financial Services MSFS, Financial Planning and Services
Brigham Young University 1992 — 1995
Bachelor of Science (BS), International Finance
Utah State University 1990 — 1992
Nestlé Health Science-Pamlab, Inc. August 2010 - Present
Schering-Plough Pharmaceuticals February 2004 - March 2010
New York Life Insurance Company July 2000 - February 2004
Prudential Securities January 1999 - July 2000
Medico Medical Equipment and Supplies November 1997 - January 1999
Synco USA December 1995 - October 1997
Skills
Sales Management, Sales, Sales Process, Customer Service, Sales Operations, Cold Calling, Leadership, B2B, Marketing, Management, Business Planning, Training, Selling, Pharmaceutical Sales, Account Management
Education
Bowling Green State University 1992 — 1995
BS, Sport Management/Business
NYLIFE Securities, LLC July 2012 - Present
New York Life Insurance Company November 2011 - Present
Sophos June 2007 - November 2011
M. Braun April 2000 - June 2007
Skills
Insurance, Life Insurance, Sales, Retirement, Investments, Finance, Solution Selling, Direct Sales, Cold Calling, Sales Process, Licensed Life Insurance..., Strategic Planning, Key Person Protection, Account Management, Fixed Annuities, Student Financial Aid, Lead Generation, New Business Development, Protection..., Sales Operations, Retirement Planning, Gifting Strategies, Legacies, Wealth Preservation..., Multi-generational..., Multi-generational..., 401(k) Rollovers, Multi-Tasking Skills
Education
Bridgewater State College 1995 — 1999
Bachelor of Science, Physical Education
Dracut High School 1991 — 1995
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company July 2011 - Present
Unisource Discovery August 2010 - May 2011
Bank of America June 2009 - August 2009
Skills
Retirement Planning, Long-term Care, Strategic Financial..., Investments, Series 63, Mutual Funds, Fixed Annuities, Retirement, Fixed Income, Life Insurance, Financial Services, Finance, PowerPoint, Financial Planning, Bloomberg, Public Speaking, Social Media, Event Planning, Securities, Research, Microsoft Office, Leadership, Marketing, Management, Social Networking
Education
Brandeis University 2006 — 2010
B.S., Physics
Dassault Systèmes September 2015 - Present
CTP May 2015 - August 2015
UNIQLO May 2015 - August 2015
Mercury Media January 2015 - May 2015
New York Life Insurance Company May 2014 - August 2014
Crunchbutton January 2014 - May 2014
American Red Cross September 2010 - June 2012
Skills
Event Planning, Social Media Marketing, Public Relations, Marketing, Advertising, Blogging, Copywriting, Press Releases, Media Relations, Social Media, Research
Education
Brandeis University 2012 — 2016
Bachelor of Arts (B.A.), Business, Anthropology
Signator Investors, Inc. August 2014 - Present
Santander Bank, N.A. August 2013 - August 2014
New York Life Insurance Company August 2012 - August 2013
Skills
Financial Modeling, Financial Analysis, Economics, Portfolio Management, Finance, Fixed Income, Corporate Finance, Quantitative Analytics, Investments, Valuation, Stata, Mutual Funds, Asset Management, Equity Research, Financial Planning, Bloomberg, Data Analysis, Financial Services, Securities, Accounting, Insurance, Microsoft Office, Analysis
Education
Brandeis International Business School 2010 — 2012
Master of Arts (M.A.), International Economics & Finance
Brandeis University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Brandeis University 2007 — 2011
Bachelor of Arts (B.A.), Business/Commerce, General
Sanborn Regional High School
New York Life Insurance Company July 2001 - Present
NYLIFE Securities LLC July 2001 - Present
Faded Halo 1994 - Present
Sovereign Bank November 1994 - June 2001
Skills
Estate Planning, Retirement, Investments, Customer Service, Strategic Planning, 401k Rollovers, Annuity Sales, Wealth Transfer..., Permanent Life Insurance, Long Term Care Insurance, Business Exit Strategy, Life Insurance...
Education
The American College 2004 — 2012
Chartered Life Underwriter
Bridgewater State College 1989 — 1993
Bachelors of Arts, Speech Communication
New York Life Insurance Company November 2013 - June 2015
LAZ Parking November 2011 - November 2013
Harland Clarke August 2006 - March 2007
Cambridge Trust Company January 2001 - July 2006
CPS Direct Inc. June 2000 - December 2000
Ward Rovner & Partners May 1998 - June 2000
Kaupp Forte Advertising July 1997 - May 1998
Bridgewater State University September 1996 - May 1997
Skills
Microsoft Office, Production Management, Account Management, Public Relations, Project Coordination, Banking, Advertising, Marketing Communications, Branding
Education
Bridgewater State University 1993 — 1997
Bachelor of Arts in Communication, Speech Communication and Public Relations
City of Atlanta, Mayor's Office of Cultural Affairs August 2014 - Present
Horizon Services March 2014 - June 2014
Extended Stay America 2011 - March 2014
QVC September 2013 - November 2013
New York Life Insurance Company July 2008 - August 2010
Bruster's Real Ice Cream August 2008 - September 2008
Dunkin Donuts June 2008 - August 2008
Skills
Administrative..., Customer Service, Customer Satisfaction, Customer Support, Customer-focused Service, Hospitality, Food Service Operations, Servers, Microsoft Office, Event Planning
Education
Old Dominion University 2011 — 2014
Bachelors of Art, Studio Art
Bridgewater College 2009 — 2010
Digital Photography, Art/Art Studies, General
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company August 2013 - Present
Bank of America May 2008 - July 2013
PTO Volunteer 2003 - 2013
IBM October 1986 - January 2002
Skills
Sales, Account Management, Relationship Management, Customer Satisfaction, Risk Management, Life Insurance, Retirement Planning, Protection..., Estate Planning, Building Relationships, Succession Planning, Networking, Annuity Sales, Asset Protection, Gifting Strategies, Business Insurance..., Personal Finance, Education Funding..., Licensed in Long Term..., Seminar Marketing, Thought Leadership, Charitable Giving, Creative Problem Solving, Key Person Protection, Licensed Life Insurance..., Insurance
Education
Bridgewater State College 1986 — 2002
New England Institute of Technology 1985 — 1987
Bachelor of Science (BS), Electronics Engineering
FES
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company July 2009 - Present
Skills
Life Insurance, 401k Rollovers, Fixed Annuities, IRAs, Estate Planning, College Savings Plans, Long Term Care Insurance, Financial Services, Retirement, Wealth Accumulation, Series 6, Small Business, Financial Planners, Mutual Funds, Series 63, Long-term Care, Series 7, Roth IRA, Disability Insurance, Buy-sell Agreements, Variable Annuities, Key Person Protection, Guaranteed Lifetime..., Financial Planning
Education
Bridgewater State College 2008 — 2009
Bachelor's degree, Communication, General
Eckerd College 2005 — 2008
Bachelor's degree, Public Relations
Bridgewater-Raynham High School 2000 — 2004
Haemonetics July 2013 - Present
American Tower November 2012 - July 2013
UTC Aerospace Systems December 2010 - November 2012
Puma 2010 - 2010
New York Life Insurance Company 2010 - 2010
Liberty Mutual 2009 - 2010
Wipro Technologies 2008 - 2009
Citizens Bank 2007 - 2008
State Street 2006 - 2007
Color Kinetics 2004 - 2006
Skills
Talent Acquisition, College Recruiting, Technical Recruiting, Applicant Tracking..., Onboarding, Internet Recruiting, Aerospace, Deferred Compensation, Employee Engagement, Resume Writing, Temporary Placement, Cold Calling, Recruiting, Employee Relations, PeopleSoft, Vendor Management, Recruitment Advertising, Permanent Placement, Job Fairs, New Hire Orientations, Performance Management, Wireless, Interviews, Screening Resumes, Employer Branding, HR Consulting, Strategic Sourcing, Human Resources, Taleo, Employee Benefits, Staff Augmentation, Personnel Management, Executive Search, Workforce Planning, Succession Planning, Organizational..., Training, HRIS, SDLC, Temporary Staffing, Employee Training, Sourcing, HR Policies, Contract Recruitment, Talent Management, Benefits Negotiation, Benefits Administration, Screening, Building Relationships, Staffing Services
Education
Bridgewater State College 1998 — 2001
Organizational Development, Business/Corporate Communications
New York Life Securities LLC February 2008 - Present
New York Life Insurance Company February 2008 - Present
Aerenson Glaser Capital 2000 - 2007
University of California San Francisco 1990 - 2000
Lincoln Property Company 1985 - 1990
Arthur Andersen & Co. 1979 - 1985
Skills
Licensed Life and..., Sales Management, Customer Service, Research, Strategic Planning, Marketing, Leadership, Securities, Disability Insurance, Retirement Planning, Long-term Care, 401k Rollovers
Education
University of Massachusetts, Amherst 1977 — 1979
MBA Finance & Accounting, Accounting and Finance
Brandeis University 1973 — 1977
Bachelor's Degree, Economics, Economics
Framingham North/South High School 1969 — 1973
Target 2013 - Present
Target 2010 - 2013
Target 2009 - 2010
Target 2007 - 2009
Target 2006 - 2007
Target December 2005 - February 2006
New York Life Insurance Company 2003 - 2005
Walmart 1998 - 2002
Skills
Store Management, Leadership, Customer Service, Human Resources, Team Building, Sales, Logistics, Coaching, Inventory Control, Merchandising, Social Networking, Asset Protection, Inventory Management, Team Leadership, Management, Leadership Development, Retail, Hiring, Profit
Education
University of Phoenix 2005 — 2007
MBA, Business Administration
Brigham Young University 1993 — 1997
BS, Psychology
Brigham Young University - Idaho 1992 — 1993
AA, General
CrossFit Natus Vincere March 2015 - Present
Northbrook Park District April 2014 - December 2014
TransNational Bankcard November 2013 - March 2014
PNC May 2013 - March 2014
New York Life Insurance Company November 2010 - February 2012
Skills
Financial Services, IRAs, Retirement Planning, Life Insurance, Mutual Funds, Strategic Financial..., Investments, Employee Benefits, Fixed Annuities, Portfolio Management, Recruiting, Banking, Retail Banking, Loans, Customer Service
Education
Bradley University 2007 — 2010
Bachelors in Science, Economics
Pediatric Associates of Richmond March 2013 - Present
Pediatric Associates of Richmon May 2012 - March 2013
New York Life Insurance Company January 2011 - August 2011
Cracker Barrel May 2008 - March 2011
Skills
Customer Service, Employee Benefits, Entrepreneurship, Leadership, Long-term Care, Microsoft Excel, Coaching, Event Planning, Facebook, Financial Planners, Fixed Annuities, Insurance, Life Insurance, Microsoft Office, Microsoft Word, Outlook, Program Management, Public Relations, Public Speaking, Small Business, Strategic Financial..., Teamwork, Time Management
Education
Bridgewater College 2006 — 2010
BS, Business
Lee Davis High school 2002 — 2006
Business
Beacon Sales Company August 2015 - Present
Beacon Sales Company April 2013 - Present
Hurley Roofing and Construction May 2006 - March 2013
Fortin Plowing, Inc January 2003 - March 2013
New York Life Insurance Company June 2012 - November 2012
Skills
Sales, Series 6, Series 63, Team-oriented, Customer Service, Sales Process, Outlook, Construction, Time Management, Sales Management, Budgets, Social Media, Teamwork
Education
Bridgewater State College 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
New York Life Insurance Company March 2015 - Present
Specialty Millwork January 2013 - March 2015
Country Inn Restaurant May 2012 - September 2013
Friendly Ice Cream Corporation September 2007 - May 2012
Westport Assc. January 2008 - July 2010
Skills
Estate Planning, Retirement Planning, Legacy planning, Time Management, Social Networking, Customer Service, Microsoft Office, PowerPoint, Event Planning, Social Media, Leadership, Teamwork, Research, Outlook, Public Speaking, Editing, Data Entry, Event Management, Public Relations, Social Media Marketing, Permanent Life Insurance
Education
Bridgewater State University 2007 — 2011
Bachelors, Communication Studies
Bridgewater State University 2007 — 2011
Durfee High School
Connexion Point (cXp) July 2015 - Present
New York Life Insurance Company December 2014 - July 2015
Niels Fugal Sons Company March 2013 - January 2015
Snappy Quilts August 2012 - December 2012
Setpoint Systems Corporation October 2010 - January 2011
CSB Nutrition March 2009 - June 2010
Close To My Heart July 2007 - January 2009
Skills
Customer Service, Licensed Life and..., Life Insurance, Microsoft Word, Time Management, QuickBooks, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Process Improvement, Sales, Accounts Payable, Social Media Marketing
Education
Brigham Young University - Idaho 2012 — 2017
Bachelor of Business Administration (BBA), Accounting and Business Management, Sophomore
Snow College 2005 — 2006
College Coursework Completed, Theatre
Verizon Wireless March 2015 - Present
New York Life Insurance Company December 2013 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Mathematics, Science, Sales, Customer Service, Political Science, Aviation, Finance, Analysis, Data Analysis, Microsoft Office, Outlook, Public Speaking, Social Networking, Insurance, Retirement Planning, College Savings Plans, Long Term Care Insurance, Fixed Annuities, Estate Planning
Education
Bristol Community College 2008 — 2010
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Bridgewater State University 2004 — 2008
New York Life Insurance Company May 2015 - Present
Rose Alley Alehouse August 2013 - November 2013
Ninety Nine Restaurants September 2012 - September 2013
ContentLEAD June 2012 - August 2012
Enterprise Holdings Inc. November 2009 - June 2012
Lowe's Home Improvement November 2009 - November 2010
Skills
Licensed Life Insurance..., 401k Rollovers, Business Planning, Asset Protection, Wealth Preservation..., Sales, Marketing, Management, Account Management, Business Development, Leadership, Customer Service, Marketing Strategy, SEO, Customer Satisfaction, Sales Management
Education
Bridgewater State College 2004 — 2008
Bachelors, Global Management
Coyle Cassidy High school 2000 — 2004
High School Diploma
NYLIFE Securities LLC January 2012 - Present
New York Life Insurance Company January 2012 - Present
ThermaTech LLC 2001 - 2013
Community Medical & Dental Care 2006 - 2008
Rockland County Adult Home 1999 - 2006
Skills
Life Insurance, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Retirement Planning, Small Business, Financial Services, IRAs, Whole Life, Roth IRA, 401k, Investments, Health Insurance, Nonprofits, Fixed Annuities, Buy-sell Agreements, Finance, Non-profits, Employee Benefits, Management, Estate Planning, Retirement, Legacies, Analysis, Mutual Funds, Personal Finance, Universal Life, legacy planning, Supplements to Employee..., Whole Life Insurance, Education Funding..., Business Insurance..., Grandchild Gifting, Strategic Planning, Permanent Life Insurance, 401k Rollovers, Securities, Wealth Preservation..., 401(K) Rollovers, Long-Term Care Insurance
Education
Yeshiva University 1979 — 1981
MSW, Community Organization
Brandeis University 1970 — 1972
MA, Contemporary Jewish studies
Long Island University, Brooklyn Campus
BA, Psychology
Brigham Young University January 2014 - Present
Timpanogos Regional Hospital August 2006 - January 2014
New York Life Insurance Company June 1997 - December 2011
Skills
Management, Research, PowerPoint, Sales, Training, Photoshop
Education
Brigham Young University
Bachelor of Arts (B.A.), English Literature
Vivint September 2014 - Present
Vivint February 2013 - September 2014
Vivint January 2012 - February 2013
AlphaGraphics June 2011 - January 2012
University of Utah August 2011 - December 2011
New York Life Insurance Company April 2008 - June 2010
Smoke House Pizza and BBQ March 2005 - August 2007
Skills
Leadership, Training, Social Media Marketing, Financial Analysis, Business Strategy, Microsoft Excel, Project Management, Six Sigma, Spanish, Data Analysis, Online Marketing, Quantitative Analysis, SEO, Microsoft Office, Marketing, Excel, Salesforce.com, Public Speaking, Digital Contracts, Process Improvement, Statistical Data..., Lean Management, HTML, Microsoft Project, Visio, Break-even Analysis, Business Planning, EchoSign, Reporting & Analysis, Financial Modeling, Risk Management
Education
University of Utah 2010 — 2011
MBA, Marketing / Project Management
Brigham Young University 2006 — 2010
BA, History, Minor in Business Management
New York Life Insurance Company January 2012 - Present
New York Life Insurance Company June 2008 - December 2011
Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Strategic Financial..., Life Insurance, Investments, Insurance, Estate Planning, Wealth Management, Long-term Care, IRAs
Education
Brigham Young University
Bachelor of Science (BS), Neuroscience
Boeing Energy: Boeing Defense, Space & Security May 2010 - Present
Training Systems & Services: Boeing 2007 - 2010
Boeing 2005 - 2007
New York Life Insurance Company 2002 - 2002
LDS Church January 1999 - January 2001
Skills
Financial Reporting, Process Improvement, Forecasting, Budgets, Financial Analysis
Education
SAINT LOUIS UNIVERSITY, John Cook School of Business 2008 — 2011
Master of Business Administration
Brigham Young University - Idaho 1998 — 2005
B.S, Business Management; Finance
THE AMERICAN SCHOOL IN LONDON 1992 — 1998
ICI Financial LLC January 2015 - Present
NAIFA 2015 - Present
NAIFA May 2012 - April 2015
ICI Financial LLC January 2010 - December 2014
City of Aurora 2009 - 2014
City of Aurora 2010 - 2011
State of Colorado January 2009 - December 2010
New York Life Insurance Company October 2004 - January 2010
New York Life Insurance Company 2006 - 2009
Skills
Retirement Planning, Long-term Care, Insurance, Fixed Annuities, IRAs, Financial Services, Life Insurance, Financial Planners, Disability Insurance, Income Protection, Public Policy, Tax Free Income, Employee Benefits, Estate Planning, Retirement, Leadership, Public Speaking, Financial Planning, Strategic Planning
Education
The American College 2006 — 2009
LUTCF - Professional Designation, - Finance, Retirement, and Insurance
University of Colorado Denver 2000 — 2003
Bachelor of Science (BS), Business Administration - Marketing / Economics
Community College of Aurora 1998 — 2000
Business Administration
Ricks College 1995 — 1996
Business Administration
Blenheim-Newport June 2014 - Present
PMAC Lending Services Inc. November 2013 - June 2014
Residential Mortgage Services Corporation March 2013 - July 2013
New York Life Insurance Company April 2011 - January 2013
HSBC August 1994 - February 2009
HSBC October 1993 - September 1995
HSBC August 1993 - October 1993
Skills
Mortgage Lending, Insurance, Sales, Finance, Refinance, Residential Mortgages, Customer Satisfaction, Customer Retention, CRM, Underwriting, Strategic Financial..., Retirement Planning, Brokers, Telephone Skills, Disability Insurance, Credit, Mortgage Banking, Charities, Phone Etiquette, Positive Work..., Positive Team Player, Sales Presentations, Retirement, Financial Services, Relationship Management, FHA, Loan Origination, Gifts, Problem Solving, Helping Clients, Refinancings, USDA, VA loans, Residential Homes, Real Estate Financing, Jumbo Mortgage, First Time Home Buyers, FHA financing, Fixed Rate Mortgages, Government Loans, Investment Properties, Funding, Credit Analysis, Consolidation, Loans, Investments, Home Equity Loans, Referrals, VA Loans, FHA Financing
Education
Bristol Community College 1980 — 1982
Nursing Candidate, Healthcare
AFRM, LLC 2011 - Present
Smith Brothers Financial, LLC June 2010 - Present
New York Life Insurance Company January 1987 - September 2009
Raytheon Missile Systems 1982 - 1986
Skills
CLU
Education
Bridgewater State College
BS
Intermountain Healthcare December 2014 - Present
New York Life Insurance Company 2012 - Present
ADP 2011 - 2012
Vivint 2005 - 2011
Skills
Retirement Planning, Sales Management, Investments, Marketing, Sales, Microsoft Office, Direct Sales, Awesomeness, Leadership, Strategic Planning, Management, Financial Analysis, Forecasting, Customer Service, Account Management, Sales Process, Insurance, Microsoft Excel, Small Business, Training, Budgets, Customer Satisfaction, Finance, Team Building, Team Leadership, Process Improvement, New Business Development, Cold Calling
Education
Brigham Young University - Idaho 2001 — 2008
Bachelor of Science (B.S.), Health & Exercise Science
Brigham Young University - Idaho
Code2action September 2012 - Present
New York Life Insurance Company September 2011 - July 2012
PGA TOUR January 2004 - October 2011
Skills
Mobile Marketing, Public Speaking, Microsoft Office, New Business Development, Microsoft Word, Retail, Golf, Sports Marketing, Sports Management
Education
Brevard College 1998 — 2003
Bachelor's degree, Organizational Leadership
Brevard College 1998 — 2003
Bachelor's degree, Organizational Leadership
Arrowhead Behavioral Health September 2013 - Present
Tenable Protective Services February 2013 - Present
Servant Leadership Center April 2013 - January 2014
Catholic Club September 2008 - August 2013
New York Life Insurance Company March 2012 - December 2012
Skills
Retirement, Estate Planning, Insurance, Investments, Retirement Planning, Fixed Annuities, Term Life Insurance, Long-term Care, Strategic Planning, Customer Service, Team Building, Sales, Marketing, Leadership, Volunteer Management, Small Business
Education
Bowling Green State University 1989 — 1994
Bachelor of Arts (BA), Business Administration and Management, General
Burke Distributing Corporation July 2015 - Present
Howl at the Moon September 2014 - Present
The Charlie Horse February 2014 - November 2014
New York Life Insurance Company October 2013 - October 2014
Stop & Shop November 2007 - September 2014
Smokey Bones Bar & Fire Grill April 2012 - February 2014
New York Life Insurance Company May 2013 - October 2013
Bridgewater State University January 2011 - May 2013
Skills
Microsoft Office, Microsoft Excel, Morningstar, Sales Force Alignment, Customer Service, Employee Training, Scheduling, Telephone Skills, Social Media
Education
Bridgewater State University 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Fisher Investments September 2013 - Present
Fisher Investments September 2010 - September 2013
New York Life Insurance Company October 2009 - September 2010
The Mutual Fund Store March 2008 - September 2009
Brock and Associates May 2007 - March 2008
New York Life May 2005 - May 2007
Skills
Financial Planning, Investment Advisory, Investments, Relationship Management, Retirement Planning, Retirement, Series 7, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Estate Planning, Securities, Asset Allocation, Series 63, Investment Strategies, IRAs, Insurance, Investment Management, Financial Planners, Risk Management, Alternative Investments, Strategic Financial...
Education
The American College 2007 — 2009
ChFC, CLU, Chartered Financial Consultant and Chartered Life Underwriter Designations
Brigham Young University 2003 — 2007
Bachelors, Business Finance
New York University February 2010 - Present
Dutch Investment Group February 2010 - December 2014
Dutch Investment Group November 2003 - February 2010
SunGard May 2001 - January 2004
Gelco Information Network September 1997 - March 2001
New York Life Insurance Company June 1996 - September 1997
Skills
Strategic Planning, Start-ups, Strategic Alliances, Business Development, Security, Management, New Business Development, Executive Management, Mergers & Acquisitions, Contract Negotiation, Consulting, Cloud Computing, Sales, Financial Analysis, Selling, Leadership, Project Management, Program Management
Education
George Mason University
BS, Business Management
Brigham Young University
Investment Banking Institute of New York - Continuing Education, 2008
Fairchild Fashion Media July 2014 - Present
Advertising Women of New York January 2014 - July 2014
Advertising Women of New York January 2013 - January 2014
Greenbriar Rentals October 2009 - December 2012
Karl's Event Services September 2012 - September 2012
New York Life Insurance Company May 2012 - August 2012
New York Life Insurance Company May 2011 - August 2011
Skills
Event Planning, Customer Service, Time Management, Event Management, Leadership, Social Media, Microsoft Excel, Teamwork, Management, PowerPoint, Fundraising, Budgets, Facebook, Microsoft Office, Microsoft Word, Team Building, Marketing Communications, Advertising, Social Media Marketing, Public Relations, Social Networking, Email Marketing, Associations, Sponsorship Sales, Sponsorship Activation, Contractual Agreements, New Business Development, Proposal Writing
Education
Bowling Green State University 2009 — 2012
Bachelor of Science (BS)
Mount Vernon High School
Triangle Advisors Group February 2013 - Present
New York Life Insurance Company September 2009 - January 2013
Lonesource January 2009 - November 2009
Innerworkings May 2007 - August 2008
Argyle Rhino July 2006 - December 2007
RR Donnelley June 2005 - August 2007
PBM Graphics January 1994 - June 2005
Skills
Account Management, Marketing, B2B, Selling, Start-ups, Management, Advertising
Education
Brigham Young University
Bachelors, Spanish
Tysons Corner Meeting Center @ Dulles University March 2013 - Present
AFLAC May 2012 - March 2013
Republican Party 2000 - 2013
Guardsmark November 2005 - April 2011
New York Life Insurance Company 2011 - 2011
Skills
Customer Service, Sales, Public Speaking, Marketing, Account Management, Sales Management, New Business Development, Contract Negotiation, Social Networking, Team Building, Strategic Planning, Coaching, Small Business, Negotiation, Leadership, Event Planning, Social Media Marketing, Business Development, Public Relations, Direct Sales, Microsoft Office, Social Media, Management, Training, PowerPoint, Marketing Strategy, Budgets, Advertising, Event Management, Entrepreneurship, Marketing Communications, Fundraising
Education
Brandeis University 1993 — 1997
Bachelor's Degree, Psychology & Anthropology
The J.M. Smucker Company April 2014 - Present
Farmers Insurance February 2011 - April 2014
New York Life Insurance Company September 2009 - February 2011
KeyBank April 2002 - September 2009
Skills
Succession Planning, Employee Relations, Onboarding, Human Resources, Talent Acquisition, Change Management, Executive Coaching, Leadership Development, Organizational..., Talent Management
Education
Bowling Green State University 1989 — 1995
BA, Interpersonal Communications
New York Life Insurance Company May 2002 - Present
Skills
Series 7, Hedge Funds, Mutual Funds, Securities, Due Diligence, FINRA, Fixed Annuities, Wealth Management, Investments, Investment Advisory, Series 63, Equities, Financial Services, Strategic Financial..., Retirement, Alternative Investments, Fixed Income
Education
Brandeis University
Bachelor of Arts (B.A.), Economics & Politics
TD December 2014 - Present
New York Life Insurance Company June 2011 - November 2014
Temple Sinai of Sharon July 1999 - June 2011
SLOVIN INSURANCE AGENCY 1992 - 1995
Skills
Curriculum Design, Management, Retirement Planning, Insurance, Property & Casualty..., Estate Planning, Grants, Sales, Long-term Care, Investments, Budgets, Community Outreach, Event Planning, Financial Services, Life Insurance, Marketing, Mutual Funds, Nonprofits, Public Speaking, Small Business, Social Media, Teaching
Education
Brandeis University 1988 — 1992
BA, Politics
Educational Advocacy Resources LLC January 2011 - Present
Ocean-Monmouth Legal Services, Inc April 2007 - June 2009
Child Placement Review Board of Mercer County 2006 - 2007
CASA of Mercer 2004 - 2006
Middlesex Multi-Door Courthouse January 1996 - January 1998
New York Life Insurance Company January 1992 - June 1994
Dewey & LeBouef LLP January 1987 - January 1992
Labaton Sacharow LLP January 1986 - January 1987
Group W Cable, Inc September 1984 - January 1986
Skills
Public Speaking, Mediation, Corporate Law, Courts, Mergers & Acquisitions, Non-profits, Civil Litigation, Nonprofits, Dispute Resolution, Legal Issues, Legal Assistance
Education
Brandeis University
B.A, Political Science; International Relations, Cum Laude
Emory University School of Law
J.D, Law, Academic University Scholarship, Moot Court Society
New York Life Insurance Company April 2011 - Present
New York Life Insurance Company 2006 - 2011
New York Life Insurance Company 2002 - 2006
New York Life Insurance Company 2000 - 2002
Citi 1996 - 2000
Skills
Six Sigma, Visio, Governance, ITIL, Change Management, Strategy, Service Levels, Management, Program Management, Organizational Change, IT Governance, Operations Management, International Business, Managed global IT..., Service Level Management, Availability Management, ITIL v3 Expert, ITIL Service Manager, CMMI, ITIL Service Level..., ITIL Foundations v2, Lean Methodologies and..., Remedy ITSM 7.5, CMDB, Configuration Management, Innovation Development, CA Clarity, Application Development, Lotus Notes, Service Level..., Process Improvement, Outsourcing, PMO, Vendor Management, Leadership, SDLC, Enterprise Architecture, Business Analysis, Software Development, ITIL Process
Education
NYU Stern School of Business 2005 — 2009
Master of Business Administration (MBA), Information Technology, Management, and International Business
Brandeis University 1986 — 1990
Bachelor of Arts (B.A.), Psychology and Ancient History
Liberty Mutual Insurance May 2015 - Present
ELCO Administrative Services 2004 - May 2015
Enterprise Rent-A-Car July 2002 - October 2004
New York Life Insurance Company February 2002 - July 2002
Skills
Insurance, Property, Customer Service, Sales, Microsoft Excel, Microsoft Office, Negotiation, Customer Satisfaction
Education
Bridgewater State College 1994 — 1999
Bachelor of Arts (BA), History
Framingham State College
Master of Business Administration (MBA)
New York Life Insurance Company February 2010 - May 2011
Golden Toad/Mighty Toad September 1998 - July 2009
Education
Brandeis University 1994 — 1998
BA, Music Performance
Middlebury Union High School 1990 — 1994
HS Diploma
NYLIFE Securities LLC November 2014 - Present
New York Life Insurance Company September 2014 - Present
Windswept Farm September 2000 - Present
Pet Partners Inc February 2010 - March 2014
BeBop Burrito September 2008 - May 2010
The Metropolitan Regional Career and Technical Center July 2004 - June 2008
Roger Williams University August 2003 - June 2005
North Attleboro High School August 2003 - June 2004
Bishop Keough Reg. High School August 2000 - June 2003
Skills
401k Rollovers, Business Insurance..., Charitable Giving, Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance, Lifetime Income..., Protection..., Retirement Planning, Wealth Preservation..., Investments, Community Outreach, Social Media, Event Planning, Team Building
Education
Northeastern University 2007 — 2011
M.Ed, Educational Leadership
Bryant University 2008 — 2009
Masters, Business Administration
Bridgewater State College 2002 — 2003
Secondary Ed teaching Certification
Brown University 1996 — 2000
A.B., Art-Semiotics
Midland Park High School 1992 — 1996
High School Diploma, College Prep
Mills, Potoczak & Company April 2012 - Present
Safeguard Properties December 2011 - April 2012
JPMorgan Chase January 2011 - November 2011
SLG Life Settlements, LLC October 2007 - February 2011
New York Life Insurance Company April 2005 - October 2007
Skills
Insurance, Access, Management, Event Planning, Leadership
Education
Bowling Green State University 1997 — 2001
BS in Education, Sports Management
Mutant Tenor Productions October 2008 - Present
Albany Civic Theater 2012 - Present
Cornerstone Associates, Inc January 2015 - Present
Walmart June 2014 - January 2015
State Farm - Teresa Barnard Agency April 2014 - May 2014
Ultimate Staffing (VelaPoint Insurance, Hodges-Mace Benefits Group) August 2013 - December 2013
New York Life Insurance Company March 2013 - May 2013
DeMoss-Durdan Funeral Home July 2005 - March 2013
Associated Press Sports 2005 - November 2011
Corvallis Gazette-Times February 2004 - July 2005
Skills
Journalism, Sports, Social Media, Theatre, Microsoft Excel, Public Relations, Editing, Copy Editing, Blogging, Singing, Acting, Stage Direction, Teaching, Management, Facebook, Video, Storytelling, Music, Public Speaking, Customer Service, Microsoft Office, Training, Writing
Education
Oregon State University 2001 — 2003
Music - Vocal Performance
Brigham Young University 1999 — 2001
Music - Vocal Performance
New York Life June 2011 - Present
New York Life April 2009 - September 2011
New York Life Insurance Company April 2009 - June 2011
Allstate Insurance September 2000 - December 2008
Allstate Insurance February 1996 - September 2000
Allstate January 1994 - January 1996
Skills
Call Centers, Leadership, Customer Satisfaction, Management, Coaching, Customer Service, Insurance, Access, Microsoft Excel, PowerPoint, Quality Assurance, Avaya, Training, Process Improvement, Time Management, Project Management, Call Center
Education
University of Akron 1994 — 1998
Bachelor of Science, Nursing
Bowling Green State University 1986 — 1990
Bachelor of Science, Education (Spanish K-2)
New York Life Insurance Company January 1974 - Present
Skills
Customer Service, Leadership, Sales, Marketing, Life Insurance
Education
Brigham Young University
Town of hempstead July 2010 - Present
New York Life Insurance Company February 1990 - June 1998
Education
Bradley University
BS1968, Finance
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company July 2009 - April 2013
New York Life Insurance Company January 2007 - July 2009
Skills
Financial Services
Education
Bowling Green State University
BA, Sociology and Speech Communications
Northwestern University
Executive Studies Program
Financial Compass Group July 2014 - Present
New York Life Insurance Company May 2013 - July 2014
Nichols College January 2006 - December 2012
Boston Red Sox 1998 - 2004
Skills
Athletics, Sports Management, Leadership, Injury Prevention, Strength & Conditioning, Event Planning, Baseball, PowerPoint, Microsoft Office, Sports Medicine, 401(k) rollovers, Annuity Sales, Licensed Life Insurance..., Asset Protection, Retirement Planning, Small Business, Intercollegiate..., Performance Enhancement, Sports Marketing
Education
Bridgewater State College 1990 — 1994
Bachelor of Science (BS), Phys Educ with concentration in Athletic Training
Deutsche Asset and Wealth Management 2005 - Present
Morgan Stanley Investment Management 2002 - 2005
New York Life Insurance Company 1990 - 2002
Skills
Due Diligence, Corporate Law, Securities Regulation, Corporate Governance, Mutual Funds, Mergers & Acquisitions, Retirement Planning, Private Equity, ERISA, Investment Advisory, Investment Management, Legal Research, Securities, Hedge Funds, Investment Strategies, Investments, Asset Management, Legal Compliance, Capital Markets, Structured Finance, Alternative Investments, Retirement, Financial Services, Equities
Education
Fordham University School of Law 1985 — 1988
J.D.
Brandeis University 1970 — 1974
B.A., cum laude, Comparative Literature
Classical High 1966 — 1970
WAXIE Sanitary Supply June 2014 - Present
Varilease March 2011 - April 2014
Extend Health August 2010 - January 2011
New York Life Insurance Company October 2009 - July 2010
Parkers Wood Works May 2002 - October 2009
Huetter Mill and Cabinet November 2001 - May 2002
Skills
Management, Credit, Sales, Customer Service, Finance, Training, Insurance, Job Scheduling, Organization, Bid Preparation, Microsoft Office, Payroll, Account Management, QuickBooks, Always Punctual, Procedure Creation, Meticulous eye for..., Accounting, Invoicing, Banking, Administrative..., Employee Benefits, Accounts Payable, Team Building, Microsoft Excel, Public Speaking, Human Resources
Education
BYU-Idaho 2012 — 2016
Applied Management
LDS Business College 2003 — 2005
Associates Degree, Accounting2005
Mercer Health & Benefits June 1999 - Present
New York Life Insurance Company March 1989 - March 1999
NCCS March 1987 - March 1988
Skills
Change Management, Microsoft Excel, Public Speaking, Leadership Development, Project Management, Training, New Business Development, Social Media, Management Consulting, Management, Microsoft Office, Business Strategy, Coaching, Team Building, Team Leadership, Employee Relations
Education
Brigham Young University 1966 — 1968
Music
Myself August 2014 - Present
New York Life Insurance Company July 2013 - August 2014
Junior Achievement of Arizona August 2012 - May 2013
Hilton Worldwide February 2012 - August 2012
Congregation Chaverim June 2006 - February 2012
Pima Air and Space Museum February 2006 - June 2006
Tucson Fun and Adventures July 2005 - February 2006
Order Out of Chaos March 2004 - February 2006
The University of Arizona December 1997 - October 1998
The University of Arizona April 1995 - September 1997
Skills
Community Outreach, Public Speaking, Program Development, Fundraising, Nonprofits, Leadership, Volunteer Management, Grant Writing, Program Evaluation, Training, Community Development, Grants, Research, Editing, Event Planning, Budgets, Management, Workshop Facilitation, Sales, Philanthropy, Leadership Development, Public Relations, Event Management, Recruiting
Education
University of Arizona 1992 — 1994
Bachelor of Arts (B.A.), Creative Writing and Ecology and Evolutionary Biology
Brandeis University
NYLife Securities LLC July 2014 - Present
New York Life Insurance Company April 2014 - Present
ADT Security Services August 2010 - April 2014
Cleveland Cavaliers June 2010 - August 2010
Burns Entertainment & Sports Marketing January 2010 - July 2010
Student Recreation Center January 2008 - November 2009
Bowling Green High School Athletic Department May 2009 - August 2009
Delta Tau Delta Fraternity 2007 - 2009
Skills
Customer Service, Public Relations, Cold Calling, Fundraising, Training, Building Relationships, Personal Finance, Annuity Sales, Permanent Life Insurance, Term Life Insurance, 401k Rollovers, Account Management, Asset Protection, Financial Services, IRA Rollovers, Wealth Management, Lifetime Income..., Investments
Education
Bowling Green State University 2006 — 2010
Bachelor of Science, Education and Human Development; Sport Management; Sport Marketing
Bowling Green State University 2006 — 2009
Bachelor of Science, Education and Human Development; Sport Management; Sport Marketing
N/A June 2006 - Present
Searle Construction co. April 1972 - June 2000
New York Life Insurance Company June 1972 - June 1985
Education
Brigham Young University 1962 — 1970
None, General College
American Fork High School 1958 — 1961
Graduated, Music, Athletics, English, Health, History
Boston Granite Exchange February 2014 - Present
New York Life Insurance Company November 2010 - December 2012
Crossroads Pool and Design April 2006 - November 2010
Business Solutions International January 2007 - February 2008
New England Revolution September 2007 - December 2007
Red Jacket Resorts April 2002 - August 2006
Plymouth and Brockton January 2006 - April 2006
Skills
Sales & Marketing..., Marketing, Social Networking, Direct Sales, Customer Service, Market Research, Public Speaking, Advertising, Microsoft Excel, PowerPoint, Lead Generation, Marketing Strategy, Sales, CRM, Dreamweaver, Social Media
Education
Bridgewater State University 2004 — 2008
Bachelors, Marketing, 3.3
Cape Cod Community College 2003 — 2004
Business Management, Marketing, 3.3
Dennis Yarmouth Regional Highschool 2001 — 2003
High school Diploma
Der Yiddish Moment March 2015 - Present
Glickman Library, Sampson Center for Diversity in Maine, University of Southern Maine Libraries October 2014 - Present
Stephen Simons Educational Consulting January 2007 - Present
SRS Yiddish Translations January 1974 - Present
New York Life Insurance Company 2012 - March 2014
Levey Day School July 2010 - June 2011
Congregation Mishkan Tefila of Chestnut Hil, MA July 1982 - June 2010
Brandeis Univesity June 1998 - July 1998
Temple Israel of Natick, MA July 1979 - June 1982
Skills
Teaching, Public Speaking, Leadership, Adult Education, Community Outreach, Nonprofits, Books, Program Development, Grant Writing, Fundraising, Grants, Classroom, Coaching, Social Networking, Term Life Insurance, Volunteer Management, Editing, Public Relations, Non-profits, Leadership Development, Translation, Curriculum Design, Staff Development, Strategic Planning, Teacher Training, Organizational..., Higher Education, Program Management, Small Business, Permanent Life Insurance, Event Planning, Long Term Care Insurance, Elementary Education, Analysis, Team Building, Training, Insurance, Social Media, Marketing, Educational Leadership, Curriculum Development, Academic Administration, Entrepreneurship, Career Counseling, Faculty Development, Mentoring, Classroom Instruction, Research, Writing, Event Management
Education
Brandeis University Graduate School of Arts and Sciences 1978 — 1979
PhD, Jewish Thought, Jewish Mystical Texts; Messianic Movements in Judaism and Immigration from Eastern E, and 1999-2002
Yeshivat Sulam Yaakov, Nachlaot, Jerusalem Israel 2003 — 2005
Talmud and Halacha
Shappell Yeshivah in Kiryat Moshe, Jerusalem Israel 1976 — 1977
pre-rabbinic ordination, Talmud
Brandeis University Graduate School of Arts and Sciences 1974 — 1976
MA, Hebrew and Yiddish Literature
Brandeis University 1970 — 1974
Bachelor of Arts (BA), Near Eastern and Judaic Studies and German Literature
Brandeis University BA in Judaic Studies 1974 1970 — 1974
BA, Near Eastern and Jewish Studies
Savantius May 2010 - November 2010
New York Life Insurance Company March 2008 - November 2009
R.C. Willey Home Furnishings May 2002 - January 2008
Education
Brigham Young University 2002 — 2007
Economics/ Biology
New York Life Insurance Company February 2001 - Present
Sovereign Bank November 1994 - June 2001
Skills
Life Insurance, Mutual Funds, Long-term Care
Education
Bridgewater State College 1989 — 1993
Bachelor of Arts, Speech Communication
New York Life Insurance Company July 1983 - Present
New York Life 1983 - Present
Education
Brigham Young University
Master of Education (M.Ed.)
Partners HealthCare September 2014 - Present
Partners HealthCare November 2013 - September 2014
Partners HealthCare November 2012 - November 2013
Hebrew SeniorLife November 2010 - November 2012
Unidine March 2010 - November 2010
New York Life Insurance Company February 2009 - February 2010
Skills
Coaching, Training, Employee Relations, Team Building, Onboarding, HRIS
Education
Bridgewater State College 2004 — 2009
Bachelor of Science (B.S.), Business Management - Human Resources
New York Life Insurance Company August 2014 - Present
Kratos Defense and Security Solutions November 2011 - April 2013
Insphere Insurance Solutions 2013 - 2013
DRS 2008 - 2011
Skills
Program Management, Security Clearance, Project Management, DoD, Operations Management, Aerospace, Systems Engineering, Engineering Management, Integration, Earned Value Management, Command, Military, Quality Management, MS Project, Process Improvement, Navy, System Design, Information Assurance, Engineering, Lean Manufacturing, Aviation, Quality Assurance, Defense, Proposal Writing, Aircraft, Six Sigma, Testing, Project Planning, Avionics, Air Force, National Security, Government Contracting, Manufacturing, Military Operations, Cross-functional Team..., Government, Contract Management
Education
Bradley University 1970 — 1976
Bachelor's Degree, Mechanical Engineering
Oppenheimer & Co. January 2014 - Present
Jimmy Hay’s Steakhouse November 2005 - May 2014
New York Life Insurance Company February 2013 - February 2014
Queens County District Attorney's Office February 2012 - June 2012
Steve Aniano Masonry January 2004 - January 2010
Skills
Customer Satisfaction, Construction, Risk Assessment, Food & Beverage, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Management, Insurance
Education
Queens College, The City University of New York 2009 — 2012
Bachelor of Arts, English; Accounting and Information Systems, Business Law, Economics of Distribution/Marketing
Briarcliffe College 2007 — 2009
Associates, Business Administration
Oceanside High School
Dawson June 2013 - Present
New York Life Insurance Company February 2000 - August 2005
New York Life Insurance Company March 1998 - February 2000
New York Life Insurance Company August 1996 - March 1998
Skills
Recruiting, Employee Relations, Investments, Human Resources, Employee Benefits, Customer Service
Education
Bowling Green State University
Bachelor of Science, Business
New York Life Insurance Company July 2015 - Present
Skills
Microsoft Excel
Education
Bridgewater State University 2015 — 2019
Bachelor of Science (BS), Business Manaagement/Finance Concentration