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
BNI February 2015 - Present
Michael C. Delaney Insurance Agency September 2014 - Present
Farmers Insurance March 2014 - August 2014
New York Life Insurance Company September 2013 - December 2013
Macy's April 2010 - June 2012
Macy's December 2008 - January 2009
City of Redondo Beach August 2007 - February 2008
Albertsons August 2005 - November 2006
Skills
Insurance, Property & Casualty..., Life Insurance, Customer Service, Research, PowerPoint, Microsoft Word, Critical Thinking, Marketing, Written & Verbal..., Sales, Writing, Problem Solving, Microsoft Excel
Education
California State University-Long Beach 2011 — 2013
Bachelor's Degree, American/United States Studies/Civilization
El Camino College 2007 — 2010
Associate of Arts (A.A.), General Studies
South Torrance High School 2003 — 2007
High School Diploma, N/A
American Income Life Insurance Company March 2015 - June 2015
New York Life Insurance Company April 2014 - March 2015
Sevenflags Inc. May 2011 - June 2014
World Financial Group (WFG) April 2011 - June 2014
Consolidated Towing Inc. dba Delta Towing Inc. November 1997 - April 2011
License Information Service January 1993 - December 1997
Skills
Marketing Strategy, Sales, Market Research, Business Planning, Product Marketing, Team Building, Finance, Leadership, Customer Satisfaction
Education
University of Phoenix 2004 — 2005
Business Administration and Management
California State University-Hayward
Bachelor's degree, Business Administration and Management
Chabot College
Associate's degree, Business/Commerce
New York Life Insurance Company May 2014 - Present
Smart & Final July 2011 - December 2014
Associated Business Students Organization Council May 2012 - April 2013
Regional Hispanic Leadership Council June 2011 - June 2012
Hispanic Students Business Association May 2011 - May 2012
Regional Hispanic Chamber of Commerce January 2011 - June 2011
Education
California State University-Long Beach 2009 — 2014
Bachelor of Science (BS) in Human Development, Counseling Psychology
J FLO Fitness January 2013 - Present
Bank of America August 2012 - December 2012
New York Life Insurance Company January 2012 - July 2012
Farmers Insurance December 2010 - December 2011
Lance, Soll & Lunghard, LLP September 2010 - December 2010
City of Fullerton, Redevelopment and Economic Development March 2009 - September 2010
Wachovia, A Wells Fargo Company July 2008 - March 2009
Skills
Public Speaking, PowerPoint, Fitness Training, Personal Training, Healthy Lifestyles, Healthy Eating, Exercise Physiology, Exercise Design, Bioenergetics, Biomechanics, Strength Training, Strength & Conditioning, Flexibility Training, Business Acumen, Finance, Business-minded, Women Owned Business, Retirement Planning, Insurance, Training
Education
California State University-Fullerton - College of Business and Economics 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance & Investments
Shield Financial and Insurance Service, Inc. December 2006 - Present
New York Life Insurance Company 2000 - December 2006
SBC 1988 - 2000
Skills
Personal Financial..., Wealth Preservation..., Life Insurance, Long-term Care, Estate Planning, Indexed Annuities, Equity Indexed Annuities, Fixed Annuities, Financial Services, Series 63
Education
University of California, Riverside 1985 — 1987
Bachelor of Science (BS), Business Administration and Management, General
San Diego State University-California State University 1984 — 1985
California State University-Long Beach 1983 — 1984
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company April 2014 - Present
IKEA May 2007 - October 2009
The Home Depot August 1997 - July 2005
Education
California State University-East Bay
New York Life Insurance Company May 2011 - Present
UnitedHealth Group May 2009 - May 2011
USS Marketing January 2007 - May 2009
Alloy Media + Marketing May 2004 - January 2007
Kelly Services August 2003 - May 2004
Skills
Long Term Care Insurance, Employee Benefits, Term Life Insurance, Whole Life, Guaranteed Lifetime..., Buy-Sell
Education
Woodbury University 2007 — 2009
Master's Degree, Business, Management, Marketing, and Related Support Services
California State University-Long Beach 1999 — 2003
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company July 2014 - Present
JPMorgan Chase September 1999 - July 2013
Skills
Life Insurance, Long-term Care, Estate Planning, 401k Rollovers, Account Management, Buy-sell Agreements, Investments, IRA Rollovers, Personal Finance, Retirement, IRAs, Financial Services, Financial Analysis
Education
California State University-Fullerton
Bachelor's degree, Finance
La Puente High School
BeAMentor August 2015 - Present
ZWC February 2015 - August 2015
California Freight April 2013 - January 2015
New York Life Insurance Company December 2011 - December 2013
Just Dance Ballroom December 2010 - December 2011
California State University, Hayward September 2007 - June 2009
Skills
Long Term Care, Annuities, Retirement Planning, IRA's, Term Life Insurance, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Time Management, Leadership, Teamwork, Sales, Finance, Outlook
Education
Cal State Hayward 2006 — 2010
BS, Accounting
Fidelity Investments April 2015 - Present
Wells Fargo Advisors October 2012 - December 2014
Cbeyond October 2010 - February 2012
Nordstrom October 2005 - October 2010
New York Life Insurance Company July 2009 - May 2010
Skills
Retirement Planning, Wealth Management, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Fixed Annuities, IRAs, 401k Rollovers, Tax-Efficient Strategies, Stock Analysis, Fixed-income Strategies, Business-owner Planning, Retirement Plan..., Life Insurance
Education
Cal State Fullerton 2007 — 2009
Bachelor of Arts (B.A.), Financial Planning and Services
Fullerton College 2005 — 2007
General Education
El Dorado High School 2001 — 2005
Level 2 Designs January 2005 - Present
S3 Events October 2012 - Present
Greenwood & Hall October 2010 - October 2012
New York Life Insurance Company June 2009 - August 2010
Fairmont Private Schools August 2003 - January 2005
Hillsborough Private Schools September 2000 - September 2003
Skills
Customer Service, Budgeting, Insurance, Event Planning, Microsoft Office, Team Building, Microsoft Excel, Public Speaking, Management, Sales, Leadership, Higher Education, Student Affairs, Leadership Development, Strategy, Program Management, Policy, Coaching, Marketing, Training, Recruiting, Strategic Planning, Business Strategy, Data Analysis, Staff Development, Marketing Strategy, Market Research, Entrepreneurship, Business Development, Fundraising, Event Management, Social Media Marketing, Account Management, Social Networking, Public Relations, Project Management, Management Consulting, CRM, New Business Development, Marketing Communications, Competitive Analysis, Contract Negotiation, Consulting, Google Adwords, Google Analytics, Budgets
Education
University of the Southwest 2012 — 2013
Master's degree, Business Administration, 4.0
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2008
Bachelor of Arts, Business Administration
Canyon High School 1997 — 2000
San Francisco Giants Baseball Camp May 2014 - August 2014
Corinthian Colleges, Inc. August 2013 - February 2014
Macy's Tourism Marketing and Development March 2013 - August 2013
New York Life Insurance Company September 2010 - October 2012
City of Los Angeles Department of Recreation and Parks July 2002 - September 2010
Education
California State University-Long Beach 2004 — 2008
Bachelor's Degree, Parks, Recreation and Leisure Studies
New York Life Insurance Company August 2014 - August 2015
Millar Risk Consulting March 2014 - August 2014
Redneck Trailer Supplies April 2006 - November 2013
Millar Risk Consulting July 2005 - March 2006
Aramark Uniform Services December 2003 - June 2005
Stuart Baron & Associates November 2001 - November 2003
International Aluminum Corp. September 1996 - October 2001
US Foods August 1988 - August 1996
US Navy July 1970 - January 1974
Skills
Asset Protection, Supplements to Employee..., Leadership, Negotiation, Sales, Strategic Planning, Employee Benefits, Management
Education
Villanova University 2005 — 2006
Certificate-Six Sigma Green Belt, Quality Management, 3.9
California State University-Long Beach 1977 — 1980
Bachelor's Degree, Business Administration and Management, General, 3.5
NAIFA-California June 2015 - Present
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company June 2013 - Present
Education
California State University-Dominguez Hills 1994 — 1997
Bachelor of Science (BS), International Business Administration
Pacifica High School
The Piedmont Group of Atlanta, LLC July 2010 - Present
New York Life Insurance Company March 2007 - June 2010
Education
California State University-Hayward - School of Business and Economics
B.S., Marketing and New Business
Fortis Financial October 2013 - November 2014
New York Life Insurance Company December 2010 - September 2013
Skills
Personal Financial..., Retirement, Financial Services, Securities, Insurance, Finance, Analysis, Retirement Planning, Fixed Annuities, Mutual Funds, Wealth Management, Estate Planning, Life Insurance, Strategic Financial..., IRAs
Education
California State University-Fullerton 2009 — 2011
Bachelor's of Arts, Business Administration, Financial Planning and Investments
Mayfair High
New York Life Insurance Company May 2013 - Present
JMS Management June 2010 - May 2013
Swissport June 2008 - September 2008
Sears, Roebuck and Co. November 2007 - January 2008
Skills
Bilingual, Sales, Sales Management, Management, Leadership Development, Writing, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Customer Satisfaction, Customer Experience, Team Building, Teamwork
Education
California State University-Los Angeles 2005 — 2011
Bachelor of Science (B.S.), Business Administration/Finance
Axiom Financial and Insurance Solutions December 1997 - Present
NYLIFE Securities December 1997 - Present
New York Life Insurance Company December 1997 - Present
Skills
CLU, LUTCF, Investments, Insurance, Estate Planning, Retirement Planning, 401k Rollovers, Succession Planning, Wealth Preservation..., Legacies, Small Business, Key Person Protection
Education
The American College 2005 — 2010
CLU, Insurance
The American College 1999 — 2001
LUTCF, Insurance
California State University-Fullerton 1985 — 1989
Finance
Bellarmine
REal World Property Solutions September 2014 - Present
Placer West Insurance Services July 2013 - Present
New York Life Insurance Company July 2012 - July 2013
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Term Life Insurance, Saving for Education, Strategic Financial..., Savings, Whole Life, Property & Casualty..., Commercial Insurance, Health Insurance, Debt Management, Universal Life, Wealth Accumulation, Long-term Care, Financial Planners, Investments, IRAs, Finance, Income Protection, Mutual Funds, 401k Rollovers, Insurance, Personal Financial..., Financial Advisory, Long Term Care Insurance, Disability Insurance, Retirement, Roth IRA, Financial Planning, Buyer's Agent, Creative Real Estate..., Wholesale Real Estate
Education
California State University-Long Beach 2008 — 2012
Bachelor of Business Administration (BBA), Finance - Investments
Roseville High School 2004 — 2008
New York Life Insurance Company December 2013 - Present
365scores March 2013 - July 2013
Nordstrom April 2010 - October 2010
Skills
Leadership, Social Media Marketing, Marketing, Sales, Public Speaking, Annuity Sales, Asset Protection, Building Effective..., Business Development, Business Insurance..., Business Networking, Charitable Giving, Communication, Customer Relations, Education Funding..., Estate Planning, Event Coordination, Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed Life Insurance..., LGBT Planning, Life Insurance, Life Insurance..., Lifetime Income..., Networking, Protection..., Retirement Planning, Strategic Planning, Supplements to Employee..., Team Building, Term Life Insurance, Wealth Preservation..., Whole Life Insurance
Education
California State University-Fullerton 2010 — 2012
Bachelor of Business Administration (BBA), Marketing
Orange Coast College 2009 — 2010
New York Life Insurance Company July 2014 - Present
JMPH Consulting January 2010 - December 2014
Kaiser Permanente February 2014 - November 2014
Aflac January 2012 - November 2014
Golden Valley Charter School (S.E.A.T.S.) September 2011 - September 2012
CSULA September 1997 - June 2011
San Marino Unified School District September 2003 - June 2004
United States Army Reserve March 1994 - March 2002
South Pasadena Unified School District September 1996 - June 1997
Pasadena Unified School District September 1996 - June 1997
Skills
Training, Leadership, Teaching, Public Speaking, Leadership Development, Program Management, Customer Service, Nonprofits, Strategic Planning, Community Outreach, Life Insurance, Program Development, Marketing, Coaching, Editing, Sales, Small Business
Education
California State University-Los Angeles 1997 — 2003
Master's degree, Educational/Instructional Technology
San Francisco State University 1995 — 1996
Credential, Elementary Education
United States Army Reserves 1994 — 1994
n/a, Basic Training; Medical Specialist Training
University of California, Irvine 1988 — 1992
BA, Philosophy
University of California, Berkeley 1991 — 1991
Intensive Summer Language Program, Germanic Languages, Literatures, and Linguistics
California State University-Dominguez Hills 1986 — 1988
n/a -- transferred, Psychology
Galt Joint Union High School 1982 — 1986
H.S. Diploma., College Prep.
Waste Management April 2015 - Present
New York Life Insurance Company June 2014 - December 2014
Hylte/Halmstad Volleyball Club September 2012 - April 2014
Skills
Insurance, Leadership, Retirement Planning, Sales, Life Insurance, Communication, Public Speaking, Coaching, Risk Management, Licensed in Long Term..., Estate Planning, Lifetime Income..., Annuity Sales, Whole Life, Business Insurance..., Education Funding..., IRA Rollovers, Grandchild Gifting
Education
California State University-Long Beach 2008 — 2013
Bachelor's degree, Communication, General
Design Electric Company 2011 - 2012
Design Electric Company 2009 - 2011
IBEW Local 595 2005 - 2010
New York Life Insurance Company 2004 - 2005
Education
California State University-East Bay 2013 — 2014
Political Science
Westmont College 1999 — 2001
UC Irvine May 2015 - Present
Nawgan Products, LLC April 2013 - May 2015
Ryder Transportation March 2013 - April 2013
Ryder Transportation October 2012 - March 2013
New York Life Insurance Company June 2010 - September 2010
Bolsa Grande High School September 2006 - June 2010
Skills
Analytical Skills, Finance, Administrative..., QuickBooks, Accounts Payable, Accounts Receivable, Financial Analysis, Invoicing, Account Reconciliation, Forecasting, Cash Flow, Variance Analysis, Analysis
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2006 — 2010
Bachelor of Arts (B.A.), Finance, General
New York Life Insurance Company January 2014 - Present
Mission San Jose High school football team 2013 - 2013
McGhan Medical Corp. 1998 - 1999
Skills
Life Insurance, Annuity Sales, 401k Rollovers
Education
California State University-Hayward 1993 — 1996
Biological Science, Medical Lab Technology
Financial Concepts June 2013 - Present
New York Life Insurance Company November 2012 - November 2013
Starkart Marketing November 2010 - November 2012
Craftmatic June 2002 - November 2010
Skills
Life Coaching, Client, Management, Leadership, New Business Development, Insurance, Account Management, Small Business, Negotiation, Business Strategy, Business Development, Strategy, Sales Process, Strategic Planning, Recruiting, Customer Retention, Salesforce.com, Strategic Partnerships, Online Marketing, Program Management, Selling, Investments, Direct Marketing, Marketing, Sales, Public Speaking, Sales Management, Training, Financial Services, Advertising, Business Planning, Lead Generation, Retirement Planning, Fixed Annuities, Cold Calling, Team Building, Marketing Strategy, Coaching, Life Insurance, CRM, B2B, Executive Management, Sales Presentations, Team Leadership, Social Networking, Social Media Marketing, Leadership Development, Email Marketing, Consulting, Finance
Education
California State University-Chico 1979 — 1982
B.S. Business Administration, Marketing
Certified Executive Corporate Trainer 2012 — 2013
Bachelor of Commerce (BCom), Business Administration and Management, General
Executive Career Hub 2012 — 2012
Executive Training, Coaching
Fowler Wainright Int. 2012 — 2012
Certified Coach, Life Coach
Inditex October 2014 - Present
Inditex November 2013 - Present
SinTheShutterbug.com February 2011 - Present
School of Style October 2013 - January 2014
New York Life Insurance Company October 2012 - October 2013
AT&T Mobility May 2008 - October 2012
AT&T Mobility July 2006 - May 2008
California State University, Dominguez Hills June 2005 - June 2007
Skills
Direct Sales, Social Media, Customer Service, Sales, Account Management, Telecommunications, Insurance, Social Networking, Cold Calling, Wireless, Wireless Services, Wireless Solutions, Cellular, Customer Relations, Employee Training, Cellular Communications, Process Improvement, Hands-on Problem Solver, Customer Retention, Report Writing, Thought Leadership, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Property &..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Time Management, Protection..., Wealth Preservation..., Greeting, back stock, RFID, Visual Merchandising, Photoshop, Illustrator, Retail Replenishment, Cashiers
Education
California State University-Dominguez Hills 2004 — 2010
BS, Biology
Alternative Design Insurance Services (ADIS) 2010 - Present
Asset Marketing Systems 2006 - 2010
Advanced Planning Services 2008 - 2009
New York Life Insurance Company 1976 - 1998
New York Life Insurance Company 1969 - 1996
Skills
Strategic Financial..., Insurance, Fixed Annuities, Sales, Marketing, Business Analysis, Financial Services
Education
California State University-Long Beach 1960 — 1963
Business Education
Mt. San Antonio College 1958 — 1960
Associate's degree, Business Administration and Management, General
Pepperdine University September 2014 - July 2015
New York Life Insurance Company August 2013 - September 2014
Monarch Bay Associates 2012 - July 2013
Raymond James Financial Inc. April 2007 - April 2012
KeyBanc Capital Markets May 2003 - April 2007
B. Riley & Co. June 2002 - March 2003
Deutsche Bank May 1998 - June 2002
Amerindo Investment Advisors October 1996 - March 1998
Pacific Stock Exchange, Options Floor September 1990 - September 1996
Skills
Equity Trading, Series 7, Series 63, Equities, Trading, Electronic Trading, Hedge Funds, Trading Systems, Securities, Bloomberg, Investments, Capital Markets, Equity Research, Licensed Life & Health..., General Securities..., Sales, Financial Services, Options
Education
Pepperdine University Graduate School of Education and Psychology 2014 — 2015
Master's degree, Elementary Education and Teaching
California State University-Chico
California State University-Hayward
Bachelor's degree, Entrepreneurial and Small Business Operations
ServiceMax September 2014 - Present
ServiceMax August 2013 - September 2014
Academy of Art University October 2012 - August 2013
New York Life Insurance Company December 2011 - December 2012
Maewon Elementary School February 2011 - February 2012
LCI Academy February 2010 - February 2011
Oakland Raiders August 2007 - December 2007
KTVU June 2007 - September 2007
Skills
Event Planning, Marketing, Social Media, Facebook, Customer Service, PowerPoint, Microsoft Office, Social Networking, Microsoft Excel, Event Management, Sales, Microsoft Word, Research, Outlook, Salesforce.com, Field Service, Cold Calling, SaaS, Lead Generation
Education
California State University-Hayward 2007 — 2008
Organizational Communication, Marketing
Vineland Syrup Inc. February 2013 - Present
New York Life Insurance Company May 2010 - February 2013
Looking Glass Cafe June 2002 - February 2010
Heavenly, CA/Killington, VT/Sierra-at-Tahoe, CA/Taos, NM November 1991 - April 2002
Skills
Buy-sell Agreements, Financial Research, Fixed Annuities, Disability Insurance, Insurance, Securities, Estate Law, Long-term Care, Strategic Financial..., Sales, Budgets, Retirement Planning, Direct Sales, Marketing, Customer Service, Leadership, Investments, Small Business, Mutual Funds, Term Life Insurance, Coaching
Education
University of California, Berkeley 1999 — 1999
Certificate, Latin
Rutgers University-New Brunswick 1996 — 1999
MA, Western Civ & European History
California State University-Chico 1993 — 1996
BA, History Major, French Minor
MassMutual Financial Group July 2013 - Present
New York Life Insurance Company April 1996 - June 2013
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Estate Planning, Life Insurance, Retirement, Long Term Care Insurance, IRAs, Wealth Accumulation, Disability Insurance, 401k, Financial Services, Term Life Insurance, Series 6, Investments, Long-term Care, Series 7, Strategic Financial..., Wealth Management, Series 63, Investment Strategies, Asset Allocation, Securities, Wealth, Pensions, 401k Rollovers, Series 24, Variable Annutiies
Education
California State University-Los Angeles
Bachelor's degree, Finance
New York Life Insurance Company February 2015 - Present
Farmers Insurance June 2012 - March 2014
MetLife May 2010 - October 2011
AXA Inc July 2008 - April 2010
AXA July 2008 - March 2010
Trilogy December 2006 - June 2008
Bank of America April 2005 - August 2006
La Moda January 2002 - March 2005
Skills
Strategic Financial..., Insurance, Banking, Portfolio Management, Investments, Financial Analysis, Underwriting, Risk Management, Financial Services, Retirement Planning, Finance, Credit
Education
Management College of San Francisco 1994 — 1995
Diploma Certificate, Hotel/Motel Administration/Management
Cal State Fullerton 1986 — 1990
BA, Banking Finance, 3.2
California State University 1986 — 1990
B.A, Business Administration; Banking Finance
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company May 2013 - Present
NYLIFE Securities LLC May 2013 - June 2015
Rocklin Police Department September 2010 - May 2013
Rocklin Police Department April 2004 - September 2010
Concord Police Department June 1999 - July 2003
Skills
Insurance, Retirement, Asset Protection, Estate Planning, Annuity Sales, Retirement planning, Wealth Preservation..., 401(k) Rollovers, Key Person Protection, Legacies, Licensed Life Insurance..., Agent Coaching, Agent Development, Agent Retention, Career Development, Financial Recruiting, Hiring, Leading People, Networking
Education
Cal State Hayward 1997 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
CSU Chico 1995 — 1997
Principal Financial Group August 2008 - Present
New York Life Insurance Company September 2012 - February 2015
Guardian Life January 1999 - March 2008
Skills
Series 63, Series 6, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Wealth Preservation..., Retirement Planning, Protection..., Key Person Protection, Health Insurance, Disability Insurance, Long Term Care Insurance, Employee Benefits, Income Protection, Business Overhead..., Qualified Retirement..., College Savings Plans, Customer Service, Financial Services, Healthcare, Insurance, Retirement, Securities, Finance
Education
California State University-Los Angeles 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Sociology and Finance.
New York Life Insurance Company April 2013 - Present
City National Bank October 2008 - November 2012
Skills
Retirement, Financial Services, Financial Advisory, Financial Analysis, Estate Planning, 401k, Investment Advisory, Life Insurance
Education
California State University-Los Angeles
Bachelor of Science (B.S.), Finance and Financial Management Services
Taylor Insurance and Financial Services August 2014 - Present
New York Life Insurance Company August 2012 - August 2014
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement Planning, Retirement, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Life Insurance, Finance, Long Term Care Insurance, Sales, Fixed Annuities, Long-term Care, Disability Insurance
Education
California State University-Los Angeles
Bachelor of Arts (B.A.), Communicative Disorders
Marymount Manhattan College
New York Life Insurance Company October 2013 - Present
Skills
Life Insurance, Retirement Planning, 401k Rollovers, Mutual Funds, Annuity Sales, Investments, Risk Management, Employee Benefits, Asset Protection, Long Term Care Insurance, Personal Finance
Education
California State University-Los Angeles 2011 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations
Herbert Hoover High School
Farmers Insurance August 2015 - Present
Farmers Insurance July 2014 - Present
Farmers Insurance February 2012 - Present
Priority Business Services November 2011 - February 2012
Taleo Mexican Grill June 2006 - November 2011
New York Life Insurance Company April 2008 - December 2008
Northwestern Mutual July 2007 - April 2008
Irvine High School February 2003 - June 2007
Fidelity National Title January 2003 - June 2006
Skills
Bilingual-Spanish, Engine Building, Woodworking, Motivational..., Job Placement, Coaching, Interview Coaching, Leadership, Temporary Placement, Change Management, Business Analysis, Lead Generation, Insurance, Job Coaching, Sales&Marketing, Insurance Background, Mentoring, New Business Development, Team Building, Marketing, Salesforce.com, Training, Human Resources, Interviews, Recruiting, Employee Benefits, Property & Casualty..., Cold Calling, Health Insurance, Finance, Employee Training, Sales, Customer Retention, Customer Service, Customer Satisfaction, Account Management, Liability, Hiring, General Insurance, Management, Temporary Staffing, Time Management, Underwriting, Workers Compensation, Term Life Insurance, Commercial Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Small Business
Education
California State University-Fullerton - College of Business and Economics 2006 — 2009
Bachelors Degree in Marketing, Business Administration
Saddleback Community College 2002 — 2006
Associates Degree, Arts and Sciences
Irvine High School 1998 — 2002
Axiom Financial and Insurance Solutions December 2013 - Present
Eagle Strategies, LLC November 2013 - Present
New York Life March 2009 - Present
New York Life Insurance Company January 2011 - July 2013
CTX Mortgage October 2002 - January 2009
Citibank 1998 - 2002
Skills
Retirement Planning, Life Insurance, Investments, Financial Services, Mutual Funds, Risk Management, Finance, Fixed Annuities, Sales, Insurance, Retirement, Wealth Management, IRAs, Leadership, Long Term Care Insurance, 401k, New Business Development, Strategic Financial..., Estate Planning, Disability Insurance, Term Life Insurance, Securities, Financial Advisory, Strategic Planning, Series 63, Series 6, Wealth, Series 7, 401k Rollovers, Portfolio Management, Investment Advisory, Asset Management, Business Planning, Employee Benefits, Roth IRA, Qualified Retirement..., Licensed Life Insurance..., Key Person Protection, Pensions, College Savings Plans, Brokers, Protection..., Defined Benefit, Life, Retirement Savings, Buy-sell Agreements, 529 Plans, Client Confidentiality..., Wealth Preservation..., Retirement Income...
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2004
BS, Finance and Risk Management
New York Life Insurance Company October 2010 - Present
Sunny Days March 2009 - Present
Chili's October 2005 - July 2008
Disneyland- Plaza Inn April 2004 - August 2004
Chicks Sporting Goods June 2003 - March 2004
Education
California State University-Fullerton
B.A., Psychology
New York Life Insurance Company February 1975 - Present
New York Life Insurance Company January 1975 - Present
Skills
Retirement Planning, Lifetime Income..., financial solutions, Insurance, Financial Modeling, Business Planning, Fixed Annuities, Retirement, Estate Planning, Securities, IRAs, Pensions, 401k Rollovers, 401k plans, SEP's, TSA's, Tax Qualified Planning, Annuities, Life Insurance, Whole Life Insurance, Mutual Funds, Business Succesion..., Business Insurance..., Charitable Giving..., Estate Conservation, Pension Maximization, Long Term Care Insurance, Disability Insurance, Small business Planning, Charitable Giving, Project Planning, Investment Products, Executive Protection, Employee Benefits, Executive Benefits, Personal Finance, Personal Life Insurance, Living Trusts, Trust Services, Investments, 401k, Whole Life, Wealth Accumulation, FINRA
Education
The American College 1985 — 1986
Chartered Life Underwriter and Chartered Financial Consultant
California State University-Long Beach 1971 — 1974
BA, Economics and Geography
Bank of America February 2013 - Present
Green Dot Corporation October 2012 - January 2013
New York Life Insurance Company November 2011 - September 2012
Skills
Team Leadership, Microsoft Applications, Armenian, English, Loss Prevention, Risk Management, Non-profits, Inventory Management, Government Documents, Government Agencies, Mortgage Lending, Microsoft Office, Microsoft Excel, Financial Analysis, Retirement, Team Building, Nonprofits
Education
California State University-Los Angeles 2008 — 2010
Bachelor's degree, Criminal Justice
Pasadena City College 2006 — 2008
Associates Degree, General Education
Bank of America February 2011 - Present
McGladrey September 2004 - September 2008
New York Life Insurance Company July 1995 - July 2000
Skills
Financial Accounting, Regulatory Compliance, SOX 404, SAS70, AT 801 Audit, SSAE 16, tax computation, OCC consent order, Financial Reporting, Accounting, Banking, Governance, Business Process..., Team Leadership, Management, Auditing, Finance, Financial Analysis, Risk Management
Education
California State University-Fullerton 2001 — 2004
Bachelor of Arts (B.A.), Accounting and Business/Management
Saddleback College 2000 — 2001
Associate's degree, Business Administration, General Studies, Cum Laude
New York Life Insurance Company September 2011 - Present
Skills
SAP, Master Data..., Scalability, Organisations, Financial Modeling, Business Strategy, Operations Management, SAP, Leadership, User Acceptance Testing, Investments, Fixed Income, Agile Methodologies, Consulting, Negotiation, Regression Analysis, Risk Management, Business Analysis, Vendor Management, Data Governance, Financial Transformation, Strategic Roadmaps, Financial Reporting and..., Finance, Financial Reporting and..., SharePoint, Capital Markets, SAP ERP, Team Building, Systems Analysis, Social Networking, SDLC, Strategy, Analysis, Cross-functional Team..., Management Consulting, Insurance, Management, Business Process, Software Project..., Project Planning, Project Portfolio..., Business Process..., Budgets, MS Project, Managerial Finance, Forecasting, Financial Risk, Analytics, Competitive Analysis, Corporate Finance
Education
Columbia University in the City of New York 2011 — 2013
Master
California State University-Long Beach 2007 — 2008
MBA
New York University SCPS
Class
Universitatea Tehnica din Cluj-Napoca
Bachelor in Science
East West Bank 2015 - Present
Bank of America/Merrill Edge 2013 - 2015
MassMutual Financial Group 2011 - 2013
CR-Changrong Adhesive Tape And Packing Materials Ltd. January 2007 - January 2012
New York Life Insurance Company 2010 - 2011
Pacific Gas & Electric September 2008 - December 2010
Skills
Estate Planning, Business Planning, Retirement Planning, Health Insurance, Insurance, College Funding, Fixed Annuities, Life Insurance, Long Term Care Insurance, Banking, Mortgage Lending, Mutual Funds, Stocks, Investment Strategies, Asset Management, Asset Allocation, Variable Annuities, Indexed Annuities, Disability Insurance, Investments, Financial Services
Education
California State University-East Bay 2007 — 2010
MBA, Focus on Finance, 3.66 GPA
Johnson and Wales University 2001 — 2006
Bachelor's degree, International Business, Focus Operational Management, 3.8 GPA
San Diego Community Land Trust November 2013 - Present
San Marcos Promise November 2014 - Present
The Foundation For Senior Well Being April 2013 - Present
San Marcos Unified School District April 2013 - Present
San Marcos Economic Development Corporation February 2011 - Present
San Marcos Chamber of Commerce September 2012 - Present
Tax & Financial Group 2012 - October 2013
NYLIFE Securities LLC June 2011 - November 2012
New York Life Insurance Company June 2011 - November 2012
Town of Ossining Citizen's Finance Advisory Committee 2008 - 2010
Skills
Securities, Investments, Analysis, Portfolio Management, Credit Analysis, Estate Planning, Business Planning, Strategic Financial..., Accounting, Business Strategy, Tax-advantaged..., Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Income for Life, College Funding..., Guaranteed Lifetime..., Gifting Strategies, Key Person Protection, Buy-Sell, Estate Preservation, Protection..., Real Estate Development, Real Estate Transactions, Property Management, Real Property, Real Estate Project..., Capital Markets, Finance, Leadership, Management, Due Diligence, Mergers & Acquisitions, Public Speaking, Strategic Planning, Risk Management, Nonprofits
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Fiannce
California State University-Fullerton
MPA, Public Policy
Walsh Financial Consulting January 2013 - Present
Golden Gate University January 2011 - Present
New York Life Insurance Company April 2011 - January 2013
UBS Financial Services December 2006 - April 2008
Ernst & Young & Cap Gemini Ernst & Young February 1999 - January 2003
Conner Peripherals January 1992 - April 1994
The Learning Company January 1990 - June 1992
Skills
Finance, Strategic Financial..., Consulting, Financial Advisory, Insurance, Retirement, Financial Analysis, Corporate Finance, Financial Services, Estate Planning, Portfolio Management, Asset Allocation, Accounting, Wealth Management, Investments, Personal Finance, Asset Managment, Project Management, Corporate Financial..., Asset Management, Enterprise Systems...
Education
Golden Gate University 2008 — 2010
M.S., Financial Planning
Cal State Hayward 1990 — 1993
M.B.A., International Business
Bishop O'Dowd
UC Berkeley
B.S., Business Administration: Accounting & Finance
Self Employed June 2006 - Present
New York Life Insurance Company August 2011 - March 2012
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
CSUDH 2003 — 2005
Bachelor of Science (B.S.), Mathematical Statistics and Probability, 3.5
New York Life Insurance Company August 2015 - Present
Skills
CISA, SOX Compliancy, Risk Management, Internal Audit, CISSP, Business Continuity, Information Technology, Assurance
Education
California State University-Fullerton 2003 — 2007
Bachelors, Business Administration - Accounting
New York Life Insurance Company June 2015 - Present
Hyatt Place August 2014 - February 2015
AER Technologies, Inc. June 2014 - August 2014
SocialBliss April 2014 - July 2014
Regal Entertainment Group October 2012 - August 2013
Skills
Office Administration, Customer Service, Microsoft Office, Marketing, Digital Marketing, Social Media, Event Planning, Social Networking, Social Media Marketing, Blogging, Online Marketing, Teamwork, Creative Writing, PowerPoint, Microsoft Word, Time Management, Mac, Fashion, Windows, Hospitality, Microsoft Excel, Tumblr
Education
California State University-Fullerton 2012 — 2016
Bachelor of Business Administration (B.B.A.)
New York Life Insurance Company January 2010 - Present
New York Life Insurance Company January 2010 - Present
Men's Wearhouse February 1999 - June 2009
Skills
Financial Services, 401k Rollovers, IRAs, Annuity Sales, Education Funding, Retirement Planning, Life Insurance, Health Insurance, Long Term Care Insurance, Disability Insurance, Series 6, Series 63, Employee Benefits, Income Protection, Fixed Annuities, Customer Service, Marketing, Sales, Small Business, Leadership, Management, Team Building, Insurance, Microsoft Office
Education
San Jose State University 1996 — 1998
Business Administration and Management, General
California State University-Long Beach 1994 — 1996
Business Administration and Management, General
Eagle Strategies LLC December 2013 - Present
New York Life Insurance Company June 2013 - Present
Skills
Mutual Funds, IRAs, Fixed Annuities, 401k Rollovers, Retirement Planning, Long-term Care, Life Insurance, College Savings Plans, Variable Annuities, Legacies, Asset Protection, Business Insurance..., Buy-Sell Agreements, Charitable Giving, Grandchild Gifting, Investments, Key Person Insurance, Protection...
Education
California State University-Hayward 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Millennium Financial Group December 2012 - Present
Colorado Springs Flames (Semi-Pro Football) March 2008 - Present
New England Financial July 2000 - December 2012
New York Life Insurance Company December 1998 - July 2000
California Casualty Management Company June 1991 - December 1998
Great Western Properties / Watson & Nardi April 1990 - June 1991
Skills
Investments, Leadership, Finance, Retirement Planning, Fixed Annuities, Strategic Financial..., Disability Insurance, Wealth Management, Life Insurance, 401k, Pensions, Insurance, Investment Strategies, Financial Analysis, Risk Management, Retirement, Mutual Funds
Education
The American College
Chartered Financial Consultant® (ChFC®), Advanced Financial Planning
Institute of Business and Finance
Certified Fund Specialist® (CFS®), Portfolio Construction
California State University-Hayward 1986 — 1989
Bachelor of Science (B.S.), Business Administration
Leland High School 1979 — 1982
Wells Fargo January 2013 - Present
Union Bank February 2011 - November 2012
New York Life Insurance Company May 2007 - January 2011
Wells Fargo February 2005 - April 2007
AmeriCap Financial February 1999 - January 2005
LCR Co January 1995 - January 1999
Pine-Grove Hospital (Tenant Healthcare Systems) August 1992 - January 1995
Mullikin Medical Centers (MedPartners) August 1989 - August 1992
Skills
Small Business Lending, Loans, Commercial Banking, Commercial Lending, Underwriting, Credit, Consumer Lending, Banking, Portfolio Management, Credit Analysis, Asset Based Lending, Commercial Mortgages, Lines Of Credit, Treasury Management, Mortgage Lending, Retail Banking, Loan Origination, Cash Management, SBA, Credit Risk, Cross Selling, Financial Analysis, Construction Loans, Branch Management, Middle Market, Refinance, Mortgage Banking, Relationship Management, Wealth Management, Financial Risk, Strategic Financial..., Deposits, Financial Services, Cash Flow Lending, Treasury Services, Real Estate Financing, Commercial Finance, Retirement Planning, Merchant Services, Series 63, Private Banking, Finance, Financial Modeling, Series 6, Asset Managment, Asset, Insurance, Mutual Funds, Business Development, Small Business
Education
University of Phoenix 1995 — 1997
MBA, Business, Management, Marketing, and Related Support Services, 4.0
California State University-Fullerton - College of Business and Economics 1983 — 1989
Bachelor of Arts (BA), International Business
New York Life Insurance Company April 2015 - Present
Prudential Financial January 2013 - April 2015
Prudential Financial May 2010 - January 2013
Prudential Financial June 2008 - May 2010
Prudential Financial March 2007 - June 2008
Prudential Financial January 2006 - March 2007
Skills
Investments, Fixed Income, Risk Management, Financial Modeling, Portfolio Management, Project Management, Product Management, Asset Allocation, Microsoft Excel, Derivatives, Cross-functional Team..., Bloomberg, Product Development, Stable Value, Fixed Annuities, VBA, Synthetic GIC, Qualified Retirement..., Defined Contribution, International Product..., New Business Development, US Equities, Fixed Income Analysis, Group Annuities, Variable Annuities, Strategic Consulting, Client Orientation, Team Development, Cross Functional Team..., Collective Defined..., Competitive Intelligence, Access Database, MS Project, Technical Presentations, Persuasive Presentations, Executive Presentations, Creative Writing, Multilingual, Contract Negotiation, Retirement, Asset Backed Financing, ALM, Global Strategy..., Strategy Execution, Deal Structuring, Collaborative Leadership, Cross Functional..., Product Marketing, Innovation, Negotiation
Education
California State University-Hayward 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Cardtronics June 2015 - Present
New York Life Insurance Company April 2013 - Present
State Farm March 2013 - April 2013
Wynn Las Vegas December 2007 - February 2013
Skills
Asset Protection, Business Exit Strategy, Building Relationships, Business Insurance..., Buy-sell Agreements, Charitable Giving, Creative Problem Solving, Customer Relationships, Customer Satisfaction, Education Funding, Estate Planning, Insurance, Licensed in Long Term..., Licensed Life Insurance..., Permanent Life Insurance, Personal Finance, Retirement Planning, Term Life Insurance, Wealth Preservation..., Wealth Transfer...
Education
California State University-Fullerton 2005 — 2007
Geography
California High School 1996 — 2000
Diploma
Knights of Columbus Insurance September 2008 - Present
New York Life Insurance Company March 2006 - September 2008
Skills
Strategic Financial..., Publishing, Leadership, Financial Analysis, Life Insurance, Customer Service, Key Person Insurance, Disability Insurance, Investments, Accounting, Licensed Life & Health..., Retirement Planning, Wealth Management, Analysis, 401k Rollovers, Long Term Care Insurance, Estate Preservation, Estate Planning, Claim, Critical Illness, Microsoft Excel, General Insurance, Budgets, Small Business, Insurance, Process Improvement, Fixed Annuities, Permanent Life Insurance, Risk Management, Term Life Insurance, Health Insurance, Universal Life, Property & Casualty..., Liability, Sales, Annuity Sales, Retirement, Workers Compensation, Employee Benefits, Whole Life, Financial Planners, Mutual Funds, Strategic Planning, Medicare, Finance, Policy, Roth IRA, Wealth Accumulation, IRAs, Underwriting
Education
Cal State Fullerton 1978 — 1980
Bachelor of Arts (B.A.), Accounting
New Mexico Military Institute 1976 — 1978
Associate of Arts (A.A.), Business Administration, 3.51
Japan Alliance (Non Profit Organization) January 2014 - Present
The J. Morey Company, Inc. Insurance Agents and Brokers February 2012 - Present
New York Life Insurance Company February 2011 - January 2012
AEON English Conversation School June 2008 - October 2010
Windsor Capital Mortgage September 2004 - November 2006
Skills
Foreclosures, Insurance, Investments, Real Estate, Life Insurance, Health Insurance, Customer Service, Small Business, Mortgage Lending, Estate Planning, Retirement Planning, Fixed Annuities, Disability Insurance, Long-term Care, Strategic Financial..., Employee Benefits, Management, Financial Planning
Education
California State University-Fullerton 2003 — 2007
Bachelors Degree, Psychology
Orange Coast College 2000 — 2003
Associate of Arts, Psychology
Konica Minolta Business Solutions U.S.A., Inc. 2013 - Present
The Santa Ana Chamber of Commerce August 2011 - Present
DocuSource, LLC February 2011 - February 2014
AOCVCB Breakfast Club January 2012 - July 2012
IOTEC / Toshiba Copiers August 2009 - December 2010
New York Life Insurance Company 2007 - 2009
Skills
Key Account..., Consultative Sales..., New Business Development, Manage Client..., Marketing Strategy, Team Building, Business Strategy, Entrepreneur, Networking, Social Media Marketing, Social Networking, Entrepreneurship, Leadership, Contract Negotiation, General Awesomeness, Social Media, Small Business, Direct Sales, Management, Marketing, Sales Process, Recruiting, Public Speaking, Sales Management, Customer Retention, Salesforce.com, Sales Operations, Cold Calling, Trade Shows, Selling, Account Management, Solution Selling, B2B, Lead Generation, CRM, Sales Presentations, Training, Strategy, Time Management, Business Development, Sales, Managed Print Services, Strategic Partnerships
Education
California State University-Fullerton 2002 — 2007
BA, History
Peace of Mind Home Health May 2012 - November 2014
New York Life Insurance Company January 2010 - April 2012
BNI 2011 - 2012
Extendicare, Manorcare, Regency Pacific May 1982 - September 2009
Skills
Long-term Care, Retirement Planning, Retirement, Securities, Customer Service, Event Planning, Public Relations, Strategic Planning, Estate Planning, Team Building, Business Development, Home hea, Senior Services, Home Care, Elder Care, Home, Healthcare, Leadership, Healthcare Management, Insurance, Fundraising, Medicare, Time Management, Medicaid, Small Business, Life Insurance, Marketing, Recruiting, Hospitals, Budgets, Community Outreach, Managed Care, Sales, Business Planning, Leadership Development, Public Speaking, Employee Benefits, Training, Coaching, Health Insurance, Seniors, Account Management, Employee Relations, Policy, Nonprofits, Management, Human Resources, Case Managment, Outlook, Executive Management
Education
Golden Gate University 1979 — 1982
MBA, Health Adminstration
California State University-Fullerton, Mihaylo College of Business and Economics 1976 — 1979
BA, Business Administration
New York Life Insurance Company November 2013 - Present
Hudson News March 2004 - November 2013
New York Life 1998 - 2003
CPC International Inc. 1989 - 1997
Skills
Release Management, PowerShell Desired..., TFS, ASP.NET MVC, HTML5, CSS, Powershell, Agile Methodologies, Software Development, Program Management, Business Analysis, Databases, SDLC, Oracle, Software Documentation, Customer Service, XML, Unix, Access, T-SQL, Requirements Analysis, Project Management, Objective-C, Microsoft SQL Server, Visual Basic, iOS SWIFT, Business Process, iOS
Education
California State University-Fullerton
BS, Computer Science
New York Life Insurance Company August 2011 - Present
New York Life Insurance Company September 2003 - July 2011
New York Life Insurance Company March 2001 - August 2003
New York Life Insurance Company January 2000 - February 2001
New York Life Insurance Company August 1999 - December 2000
New York Life Insurance Company April 1997 - July 1998
U.S Department of Courts May 1996 - March 1997
U.S. Senator Barbara Boxer June 1992 - September 1993
Education
Fordham University School of Law 1993 — 1996
JD, Law
California State University-Los Angeles 1988 — 1992
BS, Business
Bankers Life and Casualty Company April 2013 - Present
Blue Coast/ AWM, Inc. March 2010 - February 2013
New York Life Insurance Company June 2009 - March 2010
Advisors Wealth Management, Inc. March 2007 - January 2010
Colonial Supplemental Insurance 2002 - 2009
Trilogy Financial Services January 2000 - March 2007
Aflac 2000 - 2002
Enterprise Rent-A-Car/ ELCO Liability Administration June 1994 - January 2000
Skills
Series 7, Retirement Planning, Leadership, Strategic Planning, Communicative Skills, Proficient Analysis, Adept Professionalism, Portfolio Management, Integrity, Credibility, Persistency, Consistency, Investigative Acumen, Team-oriented, Exceptional mentor &..., Trainers, Investment Strategies, Retirement, Estate Planning, Financial Advisory, Business Strategy, Securities, Mutual Funds, Wealth Management, Investments, Benefits Administration, Interpersonal..., 401k, Fixed Annuities, Term Life Insurance, Insurance, Series 24, Disability Insurance, Risk Management, IRAs, Life Insurance, Employee Benefits, Long-term Care, Finance, Interpersonal..., Health Insurance, Sales, Team Building, Marketing, Customer Service, Whole Life, Training
Education
John Paul Catholic University 2012 — 2015
Master of Business Administration (M.B.A.), Administration & Marketing, 3.93 GPA
California State University-Fullerton - College of Business and Economics 1989 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
New York Life Insurance Company November 2007 - Present
New York Life Insurance Company May 2004 - November 2007
Farmers Insurance September 1993 - May 2004
Mony Mutual Of New York September 1982 - September 1993
Skills
Retirement Planning, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Retirement, IRAs, Sales Management, Long Term Care Insurance, Estate Planning, Training, Term Life Insurance, 401k, Workshop Facilitation, Series 6, Facilitators
Education
The American College 1984 — 2012
CLU, ChFC, LUTCF, CASL, CLF, Insurance, Financial Planning, Retirement Planning, Senior Planning, Leadership and Management
California State University-Long Beach 1979 — 1982
BA, Business Administration and Management, General
Palos Verdes High School 1972 — 1976
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company May 2015 - Present
Toyota May 2014 - August 2014
California State University, Long Beach April 2013 - May 2014
Associated Students, Incorporated at California State University Long Beach April 2013 - May 2014
American Honda Motor Company, Inc. June 2013 - August 2013
Permaswage July 2012 - September 2012
Los Angeles County Office of Education October 2009 - May 2010
Skills
Public Speaking, Teaching, Leadership, Event Planning, Social Networking, Nonprofits, Fundraising, Social Media, Research, Social Media Marketing, Microsoft Office, Team Building, PowerPoint, Customer Service, Facebook, Marketing, Team Leadership, Community Outreach, Project Planning, Teamwork
Education
California State University-Long Beach 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Senior
California State University-Long Beach 2009 — 2014
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
MassMutual Greater Los Angeles September 2014 - Present
Vizcarraart.com August 2009 - Present
New York Life Insurance Company January 2014 - August 2014
Dial 800 March 2013 - December 2013
AT&T July 1996 - August 2011
Skills
Licensed Life & Health..., Estate Planning, Life Insurance, Insurance, Long-term Care, Marketing, Sales
Education
California State University-Los Angeles 1997 — 2002
Bachelor's degree, Design and Applied Arts
Technical Services Institute 1988 — 1989
Associate's degree, Industrial Electronics Technology/Technician
New York Life Insurance Company August 2013 - Present
U.S. Bank March 2010 - August 2013
Summer Winter Action Tours January 2008 - March 2012
Sigma Phi Epsilon January 2011 - December 2011
Skills
Sales, Life Insurance, Term Life Insurance, Retirement Planning, Buy-sell Agreements, Personal Finance
Education
California State University-Fullerton
Bachelor of Arts (BA) Communications
Office of the City Auditor, Laura L. Doud November 2010 - November 2011
New York Life Insurance Company August 2009 - December 2010
FedEx Freight May 2005 - December 2008
Skills
Leadership, Insurance, Financial Analysis, Training, Microsoft Excel, Sales, Investments, Auditing, Finance, Mutual Funds, Financial Modeling, Community Service, Strategic Financial..., ACLS, Nursing, BLS, Certified EKG Technician, Phlebotomy
Education
Cypress College 2013 — 2015
ADN (Associate's Degree in Nursing), Registered Nursing/Registered Nurse, 3.3 GPA
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2009
BA, Finance
Lakewood High
Lakewood High
New York Life Insurance Company July 2013 - Present
Church of Jesus Christ of Latter Day Saints July 2013 - April 2015
New York Life Insurance Company May 2002 - June 2013
New York Life Insurance Company March 1996 - May 2002
New York Life Insurance Company October 1982 - July 1996
Ward's Furniture, Long Beach March 1976 - September 1982
Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Wealth Management, Series 63, Life Insurance, Investments, Strategic Financial..., Wealth Accumulation, CLU, ChFC, Long-term Care, Insurance, Long Term Care Insurance, Disability Insurance, Series 6, Term Life Insurance, Whole Life, Financial Planners, 401k, Estate Planning, 401k Rollovers, Variable Annuities, Roth IRA, Health Insurance, Financial Planning
Education
California State University-Long Beach 1974 — 1975
Parks, Recreation and Leisure Studies
Mission to Northern Argentina for the Church of Jesus Christ of Latter Day Saints 1971 — 1973
Long Beach City College 1969 — 1971
Associate of Arts (A.A.), General Studies
Millikan High School 1967 — 1969
New York Life Insurance Company May 2013 - Present
New York Life Insurance Company May 2013 - Present
Automobile Club of Southern California April 1999 - August 2012
Skills
Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Direct Sales, Estate Planning, Grandchild Gifting, Key Person Insurance, Licensed in Long Term..., Licensed Life Insurance..., Lifetime Income..., Multi-Generational..., Networking, Protection..., Retirement Planning, Risk Management, Succession Planning, Term Life Insurance, Wealth Transfer...
Education
California State University-Dominguez Hills
Richard Gahr High School
New York Life Insurance Company October 2005 - Present
New York Life Insurance Company May 2009 - October 2012
New York Life October 2005 - May 2009
Boy Scouts of America March 2003 - March 2006
New Age Graphics July 2001 - March 2003
Eagle Community Credit Union January 2001 - July 2001
Skills
Great People Skills, Team Building, Sales Management, Fundraising, Customer Relations, Employee Relations, Insurance, Public Speaking, Personal Development, Training & Development, Sales, Team Leadership, Leadership Development, Financial Planning, Strategic Financial..., Customer Service, Leadership, Public Relations, Marketing, Strategic Planning, Employee Benefits, Event Planning, Social Networking, Fixed Annuities, Retirement Planning, Small Business, Business Planning, Recruiting, Business Development, Human Resources, Long Term Care Insurance, Finance, Training, Disability Insurance, Long-term Care, Employee Training, Retirement, Financial Services, Management, Networking, Securities, Life Insurance
Education
California State University-Fullerton 1997 — 2002
B.A., Business and Communications
California State University-Fullerton 1997 — 2002
Bachelor of Arts, Communications and Business Administration
New York Life Insurance Company February 2014 - Present
Bank of America February 2013 - February 2014
Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Business/Managerial Economics
New York Life Insurance Company April 2013 - Present
Education
California State University-Long Beach 2005 — 2009
Bachelor of Business Administration (BBA), International Business
New York Life Insurance Company September 2014 - August 2015
Gucci Group June 2014 - July 2014
LVMH July 2012 - May 2014
Coach May 2008 - July 2012
Costco Wholesale May 2007 - July 2007
EXPRESS December 2006 - May 2007
Skills
Customer Service, Social Networking, Microsoft Office, Event Planning, Sales Operations, Inventory Management, Fashion, Project Management, Facebook, Strategic Negotiations, Problem Solving, Adobe Creative Suite, Invoicing, Retail, Critical Thinking, Prospecting Skills, Key Client Relationships, Sales, Public Speaking, Microsoft Word
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2012 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Orange Coast College 2006 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Valley High School 2002 — 2006
High School Diploma
Anthem, Inc. June 2015 - Present
Anthem, Inc. April 2014 - May 2015
Anthem, Inc. August 2013 - April 2014
Anthem, Inc. March 2012 - July 2013
New York Life Insurance Company February 2011 - April 2012
NYLIFE Securities February 2011 - April 2012
Hoag Hospital August 2002 - August 2010
Skills
Insurance, Achieving Measurable..., Leadership, Strategic Planning, Management, Business Development, Health Insurance, Employee Benefits, Sales, New Business Development, Account Management, Product Marketing, Sales Operations, Healthcare, Analysis, Team Leadership, Start-ups, Program Management, Financial Services, Small Business, Microsoft Office, Finance, Process Improvement, Six Sigma, Lean Tools
Education
University of Phoenix 2010 — 2011
MBA, Technology Management, Achieved a GPA of 3.8/4.0
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Managerial Health Care, Achieved a GPA of 3.8/4.0
California State University-Long Beach 2002 — 2007
Bachelors of Science, Business and Administration; Marketing
New York Life Insurance Company January 2014 - December 2014
24 Hour Fitness August 2006 - May 2009
Skills
Photoshop, Lightroom, Dreamweaver, Adobe Muse
Education
California State University-Long Beach 2001 — 2006
Bachelor of Arts (B.A.), General Theater
Cypress High School 1997 — 2000
Golden State Seal, General Studies
Chan Square Insurance & Financial Services October 2013 - Present
New York Life Insurance Company October 2010 - October 2013
Town Square Real Estate March 2009 - November 2010
Colliers International May 2008 - September 2008
Elite Team Realty July 2005 - June 2006
Education
California State University-Los Angeles
B.S., Business Administration: Real Estate & Finance
Guidance Software April 2015 - Present
Guidance Software June 2014 - April 2015
New York Life Insurance Company March 2014 - June 2014
Shred Juice June 2013 - January 2014
Young & Hungry Catering December 2012 - January 2014
Andrews International September 2012 - July 2013
KCOMM April 2012 - August 2012
California State University, Fullerton April 2011 - March 2012
Skills
Business Planning, Inside Sales, Outside Sales, Customer Service, Advertising, Social Media Marketing, Email Marketing, Public Relations, Salesforce.com, Small Business, Oracle, Digital Forensics, Team Leadership, Market Research, Facebook, Marketing Strategy, Sales, Strategic Planning, Strategy, Social Networking, Management, Online Marketing, Microsoft Office, Marketing
Education
California State University-Fullerton 2007 — 2012
Bachelor of Arts, Business Administration (Entrepreneurship)
John Burroughs High School
Keeler Financial Services 2008 - Present
New York Life Insurance Company November 2008 - September 2012
Skills
Team Building, Customer Service, Insurance, Personal Financial..., Investment Management, Tactical Asset..., Financial Services, Investments, Portfolio Management, Financial Advisory, Retirement Planning, Retirement, Fixed Annuities, Wealth Management
Education
California State University-East Bay
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
New York Life Insurance Company July 2015 - Present
Prosio Communications August 2014 - July 2015
California Dental Association January 2014 - August 2014
Kaneski Associates February 2013 - January 2014
American Pacific Mortgage February 2011 - February 2013
Skills
Marketing, Social Media Marketing, Marketing Strategy, Advertising, Lead Generation, Marketing Communications, Public Relations, Real Estate, Sales, Social Networking, Social Media, Small Business, Email Marketing, Facebook, Online Marketing, Event Planning, Customer Service
Education
California State University-Sacramento 2009 — 2010
Bachelors, Mass Communications
California State University-Long Beach 2006 — 2009
Bachelors, Communications/ Public Relations/ Journalism
Quick Bridge Funding March 2015 - Present
Quick Bridge Funding August 2014 - February 2015
New York Life Insurance Company September 2013 - January 2014
Skills
Data Analysis, Project Management, Team Leadership, Microsoft Office, Financial Analysis, Business Communications..., Bank Statements analysis, 10 Key Touch, Typing speed of 65..., Credit Background..., Finance, Banking, Access, Credit, Accounting, Financial Reporting, Risk Management
Education
California State University-Fullerton 2012 — 2014
Bachelor of Arts (BA), Finance
Pasadena City College 2010 — 2012
Associate of Arts (AA); Associate of Science (AS), Business Administration
TIME Financial June 2014 - Present
New York Life Insurance Company March 2009 - June 2014
Trumark Financial Services March 2007 - March 2009
Skills
Insurance, Fixed Annuities, Long-term Care, Life Insurance, Disability Insurance, Portfolio Management
Education
Cal State Hayward 2001 — 2005
Finance, Insurance
monte vista high school
OEC Group June 2015 - Present
New York Life Insurance Company March 2014 - May 2015
Skills
Financial Analysis, Corporate Finance, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Teamwork, Finance, Customer Service, Accounting, Valuation, Investments, English, Analysis, Insurance, Time Management
Education
California State University-Fullerton 2010 — 2014
Bachelor of Science (BS), Finance
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company December 2008 - April 2015
First Collateral Services (Citi) April 2007 - December 2008
First Collateral Services (Citi) April 2004 - April 2007
Skills
Insurance, Retirement, Small Business, Investments, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Succession Planning, Wealth Preservation..., Communication, Multi-tasking Skills, Time Management, Thought Leadership, Licensed in Long-Term..., Risk Management, Financial Services, Life Insurance, Employee Benefits, Sales, Mutual Funds, Protection Planning
Education
California State University-Hayward - School of Business and Economics 1998 — 2003
BS, Finance
Dublin High School 98 1995 — 1998
The Xanadu Life January 2013 - Present
self-employed October 2010 - Present
Love Haus February 2010 - Present
New York Life Insurance Company November 2009 - February 2012
The Island Hotel January 2006 - December 2010
City of Chino Hills May 2003 - June 2005
Skills
Event Production, Events Coordination, Events Organisation, Event Management, Outdoor Adventures, Adventure Travel, Corporate Events, Marketing Communications, Retreat Leader, Leadership Retreats, Event Planning, Travel Planning, Online Marketing, Marketing Strategy, Festivals, Special Events, Yoga, Fitness, Social Media, Holistic Health, Social Networking, Adobe Creative Suite, Wellness, Social Media Marketing, InDesign, Illustrator, Photoshop, Public Speaking, Editing, HTML, Advertising, Teaching, Healing, Graphic Design, Web Design, Leadership, Logo Design, Wellness Coaching, Corporate Wellness, New Business Development, Business Strategy, Business Process, Team Leadership
Education
Loyola Marymount University 2012 — 2014
Yoga Therapy Rx, Yoga Teacher Training/Yoga Therapy
Purple Yoga 2011 — 2011
200 Hour, Yoga Teacher Training
California State University-Fullerton 2004 — 2009
Bachelor of Fine Arts, Graphic Design, Advertising
New York Life Insurance Company May 2015 - Present
ADP September 2014 - January 2015
The ACE Agency June 2014 - August 2014
Nordstrom April 2007 - May 2014
Skills
Customer Service, Sales, Microsoft Office, Multi Tasking, Product Knowledge, Music, Music Education, Music Theory, Music Production, Building Relationships, Entertainment, Entertainment Industry, Resume Writing, Long-term Customer..., Customer Experience, Customer Oriented, Exceeding Customer..., Customer Engagement, Direct Sales, Outstanding people..., People-oriented, Mass Communication, Marketing, Relationship Building, Social Media, Social Networking, Management
Education
California State University-Fullerton 2012 — 2014
Bachelor of Arts (BA), Communications - Entertainment/Tourism Studies
CML Wealth Management May 2015 - Present
Northwestern Mutual October 2014 - May 2015
New York Life Insurance Company July 2013 - October 2014
Junior United Soccer Association (JUSA) November 2006 - August 2012
Skills
Public Speaking, Financial Planning, Investment Advisory, Retirement Planning, Life Insurance, Estate Planning, College Education..., Sales, Social Networking, Customer Service, Team Leadership, Social Skills, Critical Thinking, Problem Analysis, Leadership, Management, Event Planning, Entrepreneurship, Customer Satisfaction, Persuasive Presentation..., Problem Solving, Social Media Marketing, Project Management
Education
UC Irvine, Extension 2014 — 2016
Personal Financial Planning, Finance and Financial Management Services
California State University-Fullerton 2012 — 2014
Bachelor's Degree, Speech Communication and Rhetoric
Fullerton College 2009 — 2012
Associate of Arts (AA)
Servite 2005 — 2009
High School
TSC Apparel February 2014 - Present
Discover Financial Services (Discover Home Loans) July 2010 - March 2013
NADA Guides August 2008 - September 2009
New York Life Insurance Company December 2007 - August 2008
NationPoint 2000 - 2005
Merrill Lynch - NationPoint 2000 - 2005
Skills
Excel, PowerPoint, SQL, Microsoft Word, Sales, Team Leadership, Microsoft Excel, Online Marketing, Online Advertising, Marketing, Management, New Business Development, Analysis, Insurance, Microsoft Office, Project Management, Banking, Customer Service, Access, Process Improvement, Business Analysis, Photoshop, Social Media, Negotiation, SEO, Marketing Strategy
Education
California State University-Long Beach 1993 — 1994
California State University-Fullerton 1992 — 1993
Orange Coast College 1990 — 1992
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Azon Capital December 2013 - Present
The Business Finance Store April 2012 - December 2013
New York Life Insurance Company March 2011 - March 2012
Bank of America June 2007 - July 2010
Skills
Funding, Investments, Loans, Business Planning, Microsoft Excel, New Business Development, Financial Analysis, Public Speaking, Financial Modeling, Strategic Financial..., Training, Finance, Credit, Corporate Finance, Risk Management, Mortgage Lending, Banking, Small Business, Business Development, Portfolio Management, Teamwork, Financial Planning
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Banking, Corporate, Finance, and Securities Law
san gabriel high school
New York Life Insurance Company August 2011 - Present
New York Life Insurance Company September 2003 - August 2011
New York Life Insurance Company March 2001 - August 2003
New York Life Insurance Company January 2000 - February 2001
New York Life Insurance Company August 1998 - December 1999
New York Life Insurance Company April 1997 - August 1998
U.S. Department of Courts June 1996 - March 1997
U.S. Senator Barbara Boxer (CA) June 1992 - August 1993
Education
Fordham University School of Law 1993 — 1996
JD, Law
California State University-Los Angeles 1988 — 1992
BS, Business
Alliance 360 Insurance Solutions June 1993 - Present
New York Life Insurance Company January 1988 - June 1993
Skills
Insurance, Health Insurance, Life Insurance, Commercial Insurance, Underwriting, Property & Casualty..., Employee Benefits, Legal Liability, Health Savings Accounts, Disability Insurance, Brokers, Professional Liability, Casualty, Term Life Insurance, Whole Life, Customer Service, Long-term Care
Education
California State University-Long Beach 1981 — 1987
BS
RCM Consultants January 1995 - Present
New York Life Insurance Company October 2010 - April 2012
Salem PD S660 2005 - 2006
First Interstate Bank October 1994 - November 1995
Visa June 1993 - September 1994
LAPD Bunco Forgery 1976 - 1993
Skills
Leadership Development, Small Business, Workers Compensation, Risk Management, Whole Life, Insurance, Security, Long Term Care Insurance, Credit, Team Building, Roth IRA, Public Relations, Protection, Public Speaking, Private Investigations, Sales, Life Insurance, Asset Protection, Customer Service, Fraud, Term Life Insurance, Strategic Planning, Credit Cards, Background Checks, Training, IRAs, Banking, Legal Liability, Police, Long-term Care
Education
University of Southern California 1974 — 1975
DCI-Certificate, Delinquency Control Institute
California State University-Long Beach 1964 — 1967
Criminal Justice
Colorado School of Mines 1961 — 1963
Geology, Electrical Engineering
ALLSTATE May 2013 - Present
New York Life Insurance Company December 2010 - May 2013
Colonial Life April 2009 - December 2012
TD Ameritrade March 2007 - October 2011
Skills
CRM, Insurance, Financial Services, Sales, Business Development, Investments, Customer Satisfaction, Finance, Employee Benefits, Retirement Planning, Marketing, Portfolio Management, Life Insurance, Fixed Annuities, Management, Leadership, Customer Service, Team Building
Education
California State University-Dominguez Hills 1988 — 1992
Bachelor of Science, Business Administration & Marketing, Business Administration & Marketing
New York Life Insurance Company March 2015 - Present
Self Employed August 2014 - Present
Lazy Dog Restaurant & Bar November 2013 - March 2015
Hawaii Kai Public Library April 2009 - September 2012
Skills
Leadership, Public Speaking, Customer Service, Teamwork, Time Management, Facebook, Life Insurance, Business Planning, Education Funding..., Personal Finance, Retirement Planning
Education
California State University-Fullerton 2015 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior
Coastline Community College 2013 — 2014
Associate of Science (A.S.), Business Administration, Graduate
Orange Coast College 2014 — 2014
New York Life Insurance Company October 2008 - Present
Citigroup October 2007 - June 2008
Mobius Management Systems April 2006 - August 2007
IBM Solutions Delivery January 2001 - February 2006
IBM Global Services July 1996 - December 2000
Skills
Business Analysis, SQL, SDLC, Databases, Microsoft SQL Server, Unix, Requirements Analysis
Education
California State University-East Bay
MS, Applied Mathematics
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company July 2012 - Present
Bank of America 2010 - 2012
Bank of America 2008 - 2010
Bank of America 2005 - 2008
Bank of America 1998 - 2005
Skills
401(k) Rollovers, Annuity Sales, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Retirement Planning, Small Business
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA, Leadership & Managing Organizational Change
California State University-Fullerton 1999 — 2003
Bachelor of Arts (BA), Business Administration
Western High School
LATAM Games LLC July 2012 - Present
Proximo Games LLC. May 2008 - June 2012
Game Quest International May 2005 - February 2010
GameQuestDirect.com May 1998 - November 2008
Game Quest October 1989 - November 2008
New York Life Insurance Company April 2002 - December 2002
Skills
Entrepreneurship, Online Advertising, Spanish, Competitive Analysis, Social Media, Multi-channel Marketing, Business Planning, Marketing Strategy, Latin America, Start-ups, Social Networking, Management, Strategic Planning, Investor Relations, Strategic Leadership, Business Strategy, Negotiation, Marketing, Video Games, Training, Retail, Business Development, Strategic Partnerships, Sales Management, Product Management, International Business, E-commerce, B2B, Go-to-market Strategy, Leadership, Product Marketing, New Business Development, International Sales, Strategy, P&L Management, Marketing Management, Executive Management, Market Analysis, Pricing, Direct Sales, Market Planning, CRM, Forecasting
Education
Cleveland State University 2000 — 2001
Continue Education, Communication, General
California State University-Fullerton 1994 — 1998
Bachelor of Arts, School of Business, Finance
Arvan Inc. June 2015 - Present
New York Life Insurance Company January 2014 - February 2015
Rapiscan Systems August 2012 - December 2013
MorphoTrak, LLC February 2010 - July 2012
MorphoTrak, LLC April 2009 - February 2010
Motorola March 2001 - April 2009
Printrak International Inc July 1999 - March 2001
Ralphs Grocery Company September 1989 - July 1999
Motion Picture Industry Pension & Health Plans March 1999 - June 1999
Skills
Solution Selling, Program Management, Account Management, Customer Satisfaction, Sales, Salesforce.com, CRM, Customer Service, Security, Team Leadership, Training, Management, Business Development, Team Building, Leadership, Analysis, Microsoft Office, Time Management, Negotiation, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Contract Negotiation, Problem Solving, Customer Retention, Manufacturing, Accounts Receivable, Communication, Invoicing, Vendor Management, Research, Business Process..., Networking, Customer Relations, Pricing
Education
California State University-Los Angeles 1993 — 1997
BA, Sociology
CHEP June 2010 - Present
Robert Half Finance & Accounting 2009 - November 2010
New York Life Insurance Company 2008 - 2009
Arden Financial 2007 - 2008
Merrill Lynch 2005 - 2007
Universal Orlando 2003 - 2005
Sprint 1997 - 2002
Airtouch Cellular (Merged with other providers to become Verizon) 1996 - 1997
Risk Data Corporation (Merged with Fair Isaac in 2002) 1993 - 1996
Education
California State University-Fullerton, Mihaylo College of Business and Economics
B.A., Business - Concentration in Finance
New York Life Insurance Company October 2012 - Present
Skills
Series 7, Mentoring, Leadership, Training, Entrepreneurship, Business Planning, Marketing, Insurance, Analysis, Finance, Financial Services, Fixed Annuities, Strategic Financial..., Retirement Planning, Investments, Life Insurance, Retirement, Mutual Funds, Wealth Management, Consulting, Customer Service, Estate Planning, Sales
Education
California State University-Los Angeles 2008 — 2009
BS, Business Administration
Diamond Bar High School 2000 — 2001
Montebello High School 1998 — 2000
Calvary Chapel Downey 1997 — 1998
Ameritas Life Insurance Company February 2008 - Present
ING 2005 - 2007
New York Life Insurance Company July 2003 - April 2005
MassMutual Financial Group June 2001 - July 2003
AXA Equitable November 1999 - June 2001
American General Life Insurance Company April 1998 - November 1999
Pacific Life February 1990 - April 1998
KFM Financial & Insurance Services Corporation January 1987 - February 1990
New York Life Insurance Company July 1984 - January 1987
Skills
401k, Account Management, Business Planning, Coaching, Customer Service, Disability Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Insurance, Leadership, Life Insurance, Long-term Care, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, New Business Development, Retirement, Retirement Planning, Sales, Sales Management, Series 7, Strategic Planning, Team Building, Term Life Insurance, Investments, Small Business
Education
The American College 2010 — 2015
Masters of Science in Financial Services (MSFS)
The American College 2010 — 2011
Chartered Advisor in Philanthropy (CAP)
The American College 1987 — 2003
Chartered Life Underwriter (CLU)
The American College 1987 — 2003
Chartered Financial Consultant (ChFC)
Western State University College of Law 1989 — 1992
Candidate for Juris Doctor (JD)
California State University-Long Beach 1977 — 1987
Bachelor's degree, Business Administration with option in Professional Accounting
Cypress College 1975 — 1978
Associate of Science (AS), LIfe Science with option in Pre-Medical Science
American Income Life January 2011 - Present
Varga Media Solutions, Inc. July 2009 - January 2011
New York Life Insurance Company December 2008 - July 2009
Dell June 2006 - September 2008
Skills
Business Communications, Recruitment/Retention, Office Management, Recruiting, Microsoft Excel, Marketing
Education
California State University-Fullerton - College of Business and Economics 2003 — 2008
BS, Management - Legal Studies
New York Life Insurance Company September 2009 - Present
East West Bank 2004 - January 2009
Far East National Bank 1993 - 2004
Sunrise Bank of California 1991 - 1993
Imperial Bank 1974 - 1991
Education
California State University-Dominguez Hills 1969 — 1974
Kareo May 2015 - Present
Kareo October 2014 - May 2015
Kareo April 2014 - October 2014
Kareo January 2013 - April 2014
Kareo January 2012 - January 2013
Chungdahm Learning July 2010 - July 2011
Buffalo Wild Wings August 2009 - June 2010
New York Life Insurance Company February 2008 - July 2008
G4S Justice Services, LLC December 2005 - June 2007
Skills
Customer Service, Salesforce.com, Sales, Customer Satisfaction, Microsoft Office, Process Improvement, Account Management, Leadership, Outlook, Training, Troubleshooting, Team Leadership, Social Networking, Call Centers, Public Speaking, PowerPoint, Team Building, Microsoft Word, Data Entry, Time Management, Microsoft Excel, Software Documentation, Management, Coaching, Access, Insurance, Data Analysis, Customer Retention, Teamwork, Inventory Management, Marketing, Customer Experience, Event Planning, Invoicing, Networking, Social Media, CRM, Project Management, Healthcare, Customer Support, Windows, Camtasia, System Administration, GoToMeeting
Education
California State University-Fullerton 2003 — 2006
BA, Communications
New York Life Insurance Company January 2012 - Present
BASF June 2010 - March 2012
BASF Automotive Refinish May 2008 - December 2011
EDC Enterprises, Inc. September 2003 - May 2008
3M Automotive Aftermarket Division January 1982 - September 2003
3M Automotive Aftermarket Division 1982 - 2003
3M Company 1981 - 2003
Skills
Business Development, Marketing, Contract Negotiation, Product Development, Coatings, Account Management, Sales, New Business Development, Sales Management, Marketing Strategy, Strategic Planning, Adhesives, Cross-functional Team..., Life Insurance, B2B Sales, Marketing..., Financial Services, Retirement Planning, B2B, Negotiation, Team Building, Business Planning, Leadership, Sales Operations, B2B Sales, Marketing...
Education
University of St. Thomas - Graduate School of Business 1995 — 1997
MBA, Management
University of St. Thomas - Opus College of Business 1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Fullerton 1975 — 1980
Bachelor's Degree, Communications
New York Life Insurance Company 2012 - 2015
Strategic Pension Services September 2008 - January 2011
Skills
401k, Plan Administration, Profit Sharing, OMNI, Pension Administration, Retirement Services, Retirement Plan..., Trust Accounting, Plan Design, Retirement, Pensions, Tax Reporting, Employee Benefits, Benefits Administration, Conversions, Compliance, Record Keeping, Client Service, Reconciliations, Cash
Education
California State University-Long Beach 1981 — 1992
Bachelor of Science, Finance
New York Life Insurance Company October 2011 - November 2011
CSUF Student Managed Investment Fund August 2010 - August 2011
Superstar Mart June 2007 - May 2011
Chaffey Community College January 2009 - May 2009
Volunteer Income Tax Assistance Program by IRS January 2009 - April 2009
Chaffey Community College September 2008 - December 2008
7-Eleven June 2005 - June 2007
Skills
Word, Excel, Microsoft Office, PowerPoint, Customer Service, Accounting, Data Entry, Cashiering, Outlook, Inventory Management, Tax Return Preparation, Typing, Simply Accounting, Cash Handling, Telephone Skills, Spreadsheets, Teamwork, Non-profits, Retail, Cash Receipts, Income Tax, English, Financial Accounting, Cash
Education
CFA Institute 2010 — 2012
CFA Level II Candidate, Investment
California State University-Fullerton 2009 — 2011
Bachelor of Arts in Business Administration (Cum Laude Honor), Finance; Concentration: Investments
New York Life Insurance Company August 2008 - Present
National Latina Business Women Association- Inland Empire July 2014 - Present
CB Solutions Real Estate July 2008 - May 2012
Fullerton Superior Court 1990 - 2000
Skills
Investments, Mortgage Lending, FHA, First Time Home Buyers, Finance, Foreclosures, Home, Leadership, Investors, Insurance, Business Planning, Investment Properties, Recruiting, Retirement Planning, Loans, Real Estate, Refinance, Training, Public Speaking, Real Estate Transactions
Education
Nogales High School 1984 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
California State University-Fullerton
Business/Commerce, General
Mt. San Antonio College
Associate's Degree, Law
University of Phoenix
Business/Managerial Economics
NYLIFE Securities LLC February 2010 - Present
New York Life Insurance Company October 2009 - Present
Education
Chapman University 1996 — 1998
MA, Educational Administration
California State University-Fullerton 1980 — 1984
Bachelor of Arts (B.A.), Biology
Inter-American Development Bank June 2015 - Present
University of Michigan September 2014 - Present
California State University, Fullerton September 2013 - August 2014
INTERNATIONAL PERUVIAN ASSOCIATION OF CULTURE, APIC January 2011 - January 2014
ING Investment Management December 2010 - December 2013
New York Life Insurance Company January 2012 - January 2013
UC Santa Cruz January 2008 - December 2009
UC Santa Cruz September 2007 - June 2009
R&P Pharmacy January 2002 - August 2006
Skills
Term Life Insurance, Retirement Planning, Investments, Insurance, Proficient in Eviews,..., Health Insurance, Fixed Annuities, Strategic Financial..., Management, Analysis, Nonprofits, Risk Management, Financial Planning, Public Speaking, Data Analysis
Education
California State University-Fullerton 2012 — 2014
Master of Arts (M.A.), Development and Natural Resources Economics
University of California, Santa Cruz 2006 — 2010
Bachelor's degree, Pure Mathematics
University of California, Santa Cruz 2006 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Orange Coast College 2002 — 2006
Associate of Arts (A.A.), Physics
University of Michigan
Environmental Science (Public Policy) - Economics, School of Natural Resources and Environment
New York Life Insurance Company July 2010 - Present
Sunny Days March 2009 - May 2010
Chili's October 2005 - December 2008
Skills
Licensed Life and..., Life Insurance..., Long Term Care Insurance, Retirement Income..., Business Exit Strategy, 401k Rollovers, Small Business, Customer Satisfaction, Personal Finance, Problem Solving, Optimization, Business Planning
Education
California State University-Fullerton 2003 — 2008
Bachelor's Degree, Psychology
California State University-Fullerton 2003 — 2008
Bachelor of Applied Science (B.A.Sc.), Psychology
Broyles/Trafton Inc. January 2007 - Present
New York Life Insurance Company March 1987 - October 2006
New York Life Insurance Company March 1987 - October 2006
Education
California State University-Fullerton 1983 — 1984
Music
US Bank 2011 - Present
New York Life Insurance Company 2011 - 2011
New York Life Insurance Company 2010 - 2011
Allergan, Inc 2005 - 2006
Underwriters Laboratories, Inc 2004 - 2005
Platinum One Net, Inc 2000 - 2003
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2010
Bachelor of Arts, Business Administration, Finance
Santiago Community College 2001 — 2004
Associate of Arts, Liberal Arts, With Honors
JPMorgan Chase Bank, N.A. March 2015 - September 2015
JPMorgan Chase Bank, N.A. July 2012 - March 2015
New York Life Insurance Company August 2010 - June 2012
Poly Enterprises July 2006 - August 2010
Education
California State University-Fullerton - College of Business and Economics 2008 — 2010
Finance, Investments, Insurance
La Mirada High School
Joy's Writing Team November 2003 - Present
Joy's Writing Team July 1977 - Present
The Help Group May 2002 - November 2003
3M December 2000 - January 2002
C & F Construction, Inc. January 1998 - October 2000
Holigan Homes November 1995 - June 1998
New York Life Insurance Company 1990 - 1995
Chilton Credit Company/TRW January 1989 - December 1990
Hanson Research Corporation October 1986 - May 1988
Skills
Supplier Negotiations, Purchasing Management, Business Management, Construction Management, Writing, Promotional Copy
Education
California State University-Fullerton - College of Business and Economics 1991 — 1994
English
The University of Texas at Dallas 1989 — 1990
Business
California State Univesity-Northridge 1986 — 1988
Health Science
California State University-Hayward 1985 — 1986
Health Science
California State University-Northridge 1983 — 1985
Undeclared
New York Life Insurance Company July 2010 - Present
council on aging 1995 - 2003
Education
California State University-East Bay 1991 — 1995
BS degreee in nursing, registered nurse
New York Life Insurance Company February 1979 - Present
Education
California State University-Fullerton 1973 — 1978
Bachelor Of Arts In Business Administration, Marketing/Economics
New York Life Insurance Company January 1986 - Present
New York Life Insurance Co. January 1986 - Present
Education
California State University-Long Beach 1978 — 1983
UCLA Health July 2013 - Present
New York Life Insurance Company July 2012 - January 2013
Bally Total Fitness July 2010 - January 2012
LA Fitness March 2010 - May 2010
Hamilton Sundstrand January 2010 - January 2010
GNC October 2009 - January 2010
City of Riverside July 2009 - September 2009
Skills
Program Management, Sales, Project Planning, Environmental Awareness, Sales Management, ArcGIS, Public Speaking, Strategic Planning, Leadership, Nonprofits, Fundraising, Community Outreach, Event Planning, Customer Service, Microsoft Office, Research
Education
California State University-Long Beach 2013 — 2013
Certificate, Medical Billing & Coding
University of California, Riverside 2008 — 2011
Bachelor of Arts (B.A.), Public Policy
NYLIFE Securities LLC 1986 - Present
New York Life Insurance Company July 1977 - Present
Skills
Financial Services, Life Insurance, Retirement Planning, 401k Rollovers, Mutual Funds, Fixed Annuities, Variable Annuities, Asset Protection, Business Insurance..., Licensed in Long Term..., Education Funding..., Estate Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1963 — 1970
Bachelor's Degree, Public Administration & Economics
Northrop Grumman Corporation December 2012 - Present
New York Life Insurance Company May 2012 - November 2012
24 Hour Fitness April 2009 - August 2011
24 Hour Fitness July 2006 - April 2009
Northrop Grumman Space Technology June 2008 - August 2008
24 Hour Fitness September 2005 - June 2006
Skills
Licensed Life & Health..., Six Sigma, Business Analysis, Sales, Finance, Insurance, Financial Analysis, Microsoft Excel, Microsoft Office, Program Management, Financial Services, Strategic Financial..., SAP, Life Insurance
Education
California State University-Long Beach 2005 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
Veritas Investments Inc November 2014 - Present
Alliant International University April 2014 - November 2014
Anka Behavioral Health, Inc. February 2013 - March 2014
Kennedy Wilson October 2012 - January 2013
New York Life Insurance Company May 2012 - July 2012
Euro Style 2011 - 2012
Skills
QuickBooks, Fixed Assets, General Ledger, Accruals, Microsoft Word, Cost Accounting, Variance Analysis, Year-end Close, Microsoft Office, GAAP, Mas 90
Education
California State University-Hayward - School of Business and Economics
Bachelor's degree, Accounting and Finance
GS Transportation Inc August 2009 - Present
New York Life Insurance Company March 1998 - September 2001
Education
Cal State Hayward 1994 — 2001
Bachelor of Applied Science (BASc), Biology, General
New York Life Insurance Company October 2012 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Life Insurance, IRAs, Disability Insurance, Insurance, Term Life Insurance, Strategic Financial..., Long-term Care, Mutual Funds, Estate Planning, Investments, Long Term Care Insurance, Wealth Management
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Criminal Justice