New York Life Insurance Company
Description
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
Employee
Years
Job
Industry
Dominic Montoya Dominic Montoya's New York Life Insurance Company Experience December 2014 - Present
Job Dedicated New York Life Agent helping to protect families in the Colorado Springs area.
Industry Insurance
Experience
New York Life Insurance Company December 2014 - Present
Hertz May 2011 - December 2014
Skills
Customer Service, Licensed Life Insurance..., Term Life Insurance, Permanent Life Insurance, Asset Protection, Leadership, Management, Marketing, Time Management, Social Networking, Customer Satisfaction, Social Media, Finance
Education
Colorado State University-Pueblo 2007 — 2011
Bachelor's of Science in Business Administration (BSBA), Business Administration with an emphasis in Marketing
New York Life Insurance Company December 2014 - Present
Hertz May 2011 - December 2014
Skills
Customer Service, Licensed Life Insurance..., Term Life Insurance, Permanent Life Insurance, Asset Protection, Leadership, Management, Marketing, Time Management, Social Networking, Customer Satisfaction, Social Media, Finance
Education
Colorado State University-Pueblo 2007 — 2011
Bachelor's of Science in Business Administration (BSBA), Business Administration with an emphasis in Marketing
Kyle Bernhardt Kyle Bernhardt's New York Life Insurance Company Experience December 2014 - May 2015
Job Dedicated Financial Services Professional helping to protect families in the Northern Colorado area.
Industry Financial Services
Experience
State Farm Insurance May 2015 - September 2015
NYLIFE Securities LLC February 2015 - May 2015
New York Life Insurance Company December 2014 - May 2015
John Elway Chrysler Jeep Dodge Ram July 2014 - November 2014
State Farm April 2011 - May 2014
Skills
Personal Financial..., Retirement Planning, Life Insurance, Annuity Sales, Education Funding, 401k Rollovers, Estate Planning, Asset Protection, Business Development, Problem Solving, Leadership, Sales
Education
Colorado State University-Global Campus 2012 — 2014
Organizational Leadership, Business Administration and Management, General
State Farm Insurance May 2015 - September 2015
NYLIFE Securities LLC February 2015 - May 2015
New York Life Insurance Company December 2014 - May 2015
John Elway Chrysler Jeep Dodge Ram July 2014 - November 2014
State Farm April 2011 - May 2014
Skills
Personal Financial..., Retirement Planning, Life Insurance, Annuity Sales, Education Funding, 401k Rollovers, Estate Planning, Asset Protection, Business Development, Problem Solving, Leadership, Sales
Education
Colorado State University-Global Campus 2012 — 2014
Organizational Leadership, Business Administration and Management, General
Cary Reisch Cary Reisch's New York Life Insurance Company Experience May 2010 - September 2010
Job Transportation Industry Executive
Industry Logistics and Supply Chain
Experience
Hodge Material Handling & TM Logistics February 2015 - Present
New York Life Insurance Company May 2010 - September 2010
Ports America January 1994 - March 2009
Marine Terminals Corporation 2001 - 2004
Nordstrom 1988 - 1989
Skills
Operations Management, Management, Customer Service, Logistics, Training, Team Building, Transportation, Leadership, Shipping, Logistics Management
Education
College of Marin 1996 — 1997
Cultural Anthropology
Iowa State University 1981 — 1982
Zoology
Hodge Material Handling & TM Logistics February 2015 - Present
New York Life Insurance Company May 2010 - September 2010
Ports America January 1994 - March 2009
Marine Terminals Corporation 2001 - 2004
Nordstrom 1988 - 1989
Skills
Operations Management, Management, Customer Service, Logistics, Training, Team Building, Transportation, Leadership, Shipping, Logistics Management
Education
College of Marin 1996 — 1997
Cultural Anthropology
Iowa State University 1981 — 1982
Zoology
Andrew Gess Andrew Gess's New York Life Insurance Company Experience August 1998 - May 2000
Job Public Sector Lead at Pfizer & PCMH CEC
Industry Pharmaceuticals
Experience
Pfizer September 2014 - Present
PFIZER VACCINES April 2006 - September 2014
Pfizer July 2003 - March 2006
WYETH (PFIZER) VACCINES July 2003 - March 2006
Berlex Laboratories November 2001 - December 2002
BERLEX LABORATORIES October 2001 - December 2002
JK Harris & Company May 2000 - November 2001
JK Harris & Company May 2000 - October 2001
New York Life Insurance Company August 1998 - May 2000
Skills
Healthcare, Managed Care, Compliance, Sales Management, Account Management, Public Sector, Sales Presentations, Emotional Intelligence, Business Planning, New Business Development, Pharmaceutical Industry, Strategy, Leadership, Sales Operations, Strategic Planning
Education
Colorado Christian University 2007 — 2008
Master of Business Administration, Leadership &Management
Colorado Christian University 2005 — 2008
MBA, Business
The Citadel 1994 — 1998
Bachelor of Arts (B.A.), History
The Citadel 1994 — 1998
Bachelor of Arts, History
St. Edward's University
Pfizer September 2014 - Present
PFIZER VACCINES April 2006 - September 2014
Pfizer July 2003 - March 2006
WYETH (PFIZER) VACCINES July 2003 - March 2006
Berlex Laboratories November 2001 - December 2002
BERLEX LABORATORIES October 2001 - December 2002
JK Harris & Company May 2000 - November 2001
JK Harris & Company May 2000 - October 2001
New York Life Insurance Company August 1998 - May 2000
Skills
Healthcare, Managed Care, Compliance, Sales Management, Account Management, Public Sector, Sales Presentations, Emotional Intelligence, Business Planning, New Business Development, Pharmaceutical Industry, Strategy, Leadership, Sales Operations, Strategic Planning
Education
Colorado Christian University 2007 — 2008
Master of Business Administration, Leadership &Management
Colorado Christian University 2005 — 2008
MBA, Business
The Citadel 1994 — 1998
Bachelor of Arts (B.A.), History
The Citadel 1994 — 1998
Bachelor of Arts, History
St. Edward's University
Justin Neal Justin Neal's New York Life Insurance Company Experience May 2013 - September 2014
Job Financial Services Professional AIG Financial Network
Industry Financial Services
Experience
AIG April 2015 - Present
Harris County April 2014 - Present
New York Life Insurance Company May 2013 - September 2014
Primerica Financial Services December 2011 - September 2012
Harris County June 2005 - August 2009
Vector June 2007 - May 2009
Skills
Marketing Strategy, Management and Business..., Business Strategy, SAS programming, Microsoft Excel, Photoshop, Microsoft Office, Business Development..., Graphic Design, Financial Accounting, Literary Writing, Term Life Insurance, Investments, Marketing, Leadership, Entrepreneurship, Finance, Economics, Sales, PowerPoint, Public Speaking, Microsoft Word, Analysis, Social Networking, Retirement Planning, Event Planning, Business Planning, Real Estate, Business Development, Coaching, Management, Customer Service, Team Leadership, Teamwork, Time Management, Mentoring, Research, Life Insurance, Financial Services
Education
Colorado School of Mines 2008 — 2013
Bachelor's Degree, Economics/Entrepreneurship
Colorado School of Mines 2008 — 2013
Bachelor's Degree, B.S. Economics
AIG April 2015 - Present
Harris County April 2014 - Present
New York Life Insurance Company May 2013 - September 2014
Primerica Financial Services December 2011 - September 2012
Harris County June 2005 - August 2009
Vector June 2007 - May 2009
Skills
Marketing Strategy, Management and Business..., Business Strategy, SAS programming, Microsoft Excel, Photoshop, Microsoft Office, Business Development..., Graphic Design, Financial Accounting, Literary Writing, Term Life Insurance, Investments, Marketing, Leadership, Entrepreneurship, Finance, Economics, Sales, PowerPoint, Public Speaking, Microsoft Word, Analysis, Social Networking, Retirement Planning, Event Planning, Business Planning, Real Estate, Business Development, Coaching, Management, Customer Service, Team Leadership, Teamwork, Time Management, Mentoring, Research, Life Insurance, Financial Services
Education
Colorado School of Mines 2008 — 2013
Bachelor's Degree, Economics/Entrepreneurship
Colorado School of Mines 2008 — 2013
Bachelor's Degree, B.S. Economics
Rebecca Atchley Rebecca Atchley's New York Life Insurance Company Experience March 2015 - Present
Job NB Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
STRIVE Wealth & Protection Planning LLC May 2014 - February 2015
PacificSource Health Plans October 2012 - April 2014
Citi November 2011 - July 2012
Blue Cross Animal Hospital April 2008 - October 2011
Skills
Health Insurance, Customer Service, Outlook, Microsoft Excel, Data Entry, Employee Benefits, Microsoft Office, HIPAA, Administration, Administrative..., PowerPoint, Microsoft Word, Visio, Time Management, Real Estate
Education
College of Southern Idaho 2005 — 2007
Burley High School 2003 — 2005
Diploma
New York Life Insurance Company March 2015 - Present
STRIVE Wealth & Protection Planning LLC May 2014 - February 2015
PacificSource Health Plans October 2012 - April 2014
Citi November 2011 - July 2012
Blue Cross Animal Hospital April 2008 - October 2011
Skills
Health Insurance, Customer Service, Outlook, Microsoft Excel, Data Entry, Employee Benefits, Microsoft Office, HIPAA, Administration, Administrative..., PowerPoint, Microsoft Word, Visio, Time Management, Real Estate
Education
College of Southern Idaho 2005 — 2007
Burley High School 2003 — 2005
Diploma
Nathan Watchman Nathan Watchman's New York Life Insurance Company Experience January 2006 - May 2006
Job Business Development Manager at Grand Junction Free Press
Industry Higher Education
Experience
Grand Junction Free Press March 2015 - Present
Firefly Entertainment LLC December 2010 - Present
Rocky Mountain PBS December 2014 - June 2015
Colorado Mesa University March 2011 - August 2014
Colorado Mesa University July 2006 - March 2011
Target May 2006 - June 2006
New York Life Insurance Company January 2006 - May 2006
Walgreens May 2005 - January 2006
Hawthorn Suites by Wyndham August 2004 - November 2004
D&F Management April 2002 - July 2004
Skills
Public Speaking, Higher Education, Leadership, Student Affairs, Community Outreach, Program Development, Social Media, Residence Life, Leadership Development, Student Development, Fundraising, Event Planning, Adult Education, Editing, Teaching, Sales Management, Microsoft Word, PowerPoint, New Business Development, Educational Technology, Admissions, Oracle, Information Technology, Database Administration, Presenter, Sales Presentations, Presentation Development, Budget Monitoring, Department Budgeting, Billing Systems, Hospitality Management, Hospitality, Operations Management, Sales Operations, Microsoft Excel, CRM Databases, CRM Integration, Student Housing, Guest Service Management, Direct Sales
Education
Mesa State College 1999 — 2005
Bachelor of Applied Science (BASc), Communications Technology
Mesa State College 1999 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Mesa State College 1999 — 2005
Bachelor of Business Administration (B.B.A.), Management, 3.87 GPA
Mesa State College 1999 — 2005
Associate of Applied Science (AAS), Telecommunications Engineering
Grand Junction Free Press March 2015 - Present
Firefly Entertainment LLC December 2010 - Present
Rocky Mountain PBS December 2014 - June 2015
Colorado Mesa University March 2011 - August 2014
Colorado Mesa University July 2006 - March 2011
Target May 2006 - June 2006
New York Life Insurance Company January 2006 - May 2006
Walgreens May 2005 - January 2006
Hawthorn Suites by Wyndham August 2004 - November 2004
D&F Management April 2002 - July 2004
Skills
Public Speaking, Higher Education, Leadership, Student Affairs, Community Outreach, Program Development, Social Media, Residence Life, Leadership Development, Student Development, Fundraising, Event Planning, Adult Education, Editing, Teaching, Sales Management, Microsoft Word, PowerPoint, New Business Development, Educational Technology, Admissions, Oracle, Information Technology, Database Administration, Presenter, Sales Presentations, Presentation Development, Budget Monitoring, Department Budgeting, Billing Systems, Hospitality Management, Hospitality, Operations Management, Sales Operations, Microsoft Excel, CRM Databases, CRM Integration, Student Housing, Guest Service Management, Direct Sales
Education
Mesa State College 1999 — 2005
Bachelor of Applied Science (BASc), Communications Technology
Mesa State College 1999 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Mesa State College 1999 — 2005
Bachelor of Business Administration (B.B.A.), Management, 3.87 GPA
Mesa State College 1999 — 2005
Associate of Applied Science (AAS), Telecommunications Engineering
Matthew Salerno Matthew Salerno's New York Life Insurance Company Experience July 2014 - October 2014
Job Sales Representative at Republic National Distributing Company
Industry Marketing and Advertising
Experience
Republic National Distributing Company July 2015 - Present
Cha Cha's Mexican Grill November 2014 - July 2015
New York Life Insurance Company July 2014 - October 2014
Smoky Oak Taproom May 2012 - August 2014
Clementi Properties January 2006 - December 2008
Carolina Pool Management April 2001 - October 2006
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning
Education
College of Charleston 2010 — 2014
Bachelor's degree, Communication and Media Studies
College of Charleston 2008 — 2014
Bachelor of Humanities and Social Sciences , Business/Corporate Communications
Republic National Distributing Company July 2015 - Present
Cha Cha's Mexican Grill November 2014 - July 2015
New York Life Insurance Company July 2014 - October 2014
Smoky Oak Taproom May 2012 - August 2014
Clementi Properties January 2006 - December 2008
Carolina Pool Management April 2001 - October 2006
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning
Education
College of Charleston 2010 — 2014
Bachelor's degree, Communication and Media Studies
College of Charleston 2008 — 2014
Bachelor of Humanities and Social Sciences , Business/Corporate Communications
Ivan Gonzales Ivan Gonzales's New York Life Insurance Company Experience April 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2014 - Present
YP April 2004 - December 2013
Aircraft Technical Publishers June 1999 - April 2004
Kosman Supply 1996 - 1999
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Strategy, Business Networking, Buy-sell Agreements, Creative Problem Solving, Customer Insight, Customer Retention, Customer Satisfaction, Direct Sales, Education Funding, Estate Planning, Gifting Strategies, Insurance, Key Person Insurance, Lead Generation, Legacies, Licensed Life Insurance..., Life Insurance, Multi-generational..., Multi-generational..., Multi-tasking Skills, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Relationship Management, Retirement, Risk Management, Sales, Selling, Seminar Marketing, Service Delivery, Small Business, Succession Planning, Term Life Insurance, Time Management, Wealth Preservation..., Workshop Facilitation, Writing
Education
College of San Mateo 1991 — 1993
Airframe & Powerplant Cert., Aeronautics/Aviation/Aerospace Science and Technology, General
Capuchino High School
Capuchino High School
New York Life Insurance Company April 2014 - Present
YP April 2004 - December 2013
Aircraft Technical Publishers June 1999 - April 2004
Kosman Supply 1996 - 1999
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Strategy, Business Networking, Buy-sell Agreements, Creative Problem Solving, Customer Insight, Customer Retention, Customer Satisfaction, Direct Sales, Education Funding, Estate Planning, Gifting Strategies, Insurance, Key Person Insurance, Lead Generation, Legacies, Licensed Life Insurance..., Life Insurance, Multi-generational..., Multi-generational..., Multi-tasking Skills, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Relationship Management, Retirement, Risk Management, Sales, Selling, Seminar Marketing, Service Delivery, Small Business, Succession Planning, Term Life Insurance, Time Management, Wealth Preservation..., Workshop Facilitation, Writing
Education
College of San Mateo 1991 — 1993
Airframe & Powerplant Cert., Aeronautics/Aviation/Aerospace Science and Technology, General
Capuchino High School
Capuchino High School
Jason Radke Jason Radke's New York Life Insurance Company Experience March 2013 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC August 2015 - Present
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company March 2013 - Present
JAMMIN' DJs - Colorado March 2008 - April 2013
Property Maintenance and Construction, LLC August 2012 - March 2013
Solomon Services, LLC April 2011 - August 2012
Sleep Store of Fort Collins March 2004 - February 2007
Skills
Financial Services, Retirement Planning, Management, Retirement, Life Insurance, Strategic Planning, Public Speaking, 401k Rollovers, Wealth Preservation..., Personal Finance
Education
Metropolitan State University of Denver 2009 — 2012
Bachelor's degree, Finance, General
Colorado State University 2003 — 2006
Business/Commerce, General
Eagle Strategies, LLC August 2015 - Present
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company March 2013 - Present
JAMMIN' DJs - Colorado March 2008 - April 2013
Property Maintenance and Construction, LLC August 2012 - March 2013
Solomon Services, LLC April 2011 - August 2012
Sleep Store of Fort Collins March 2004 - February 2007
Skills
Financial Services, Retirement Planning, Management, Retirement, Life Insurance, Strategic Planning, Public Speaking, 401k Rollovers, Wealth Preservation..., Personal Finance
Education
Metropolitan State University of Denver 2009 — 2012
Bachelor's degree, Finance, General
Colorado State University 2003 — 2006
Business/Commerce, General
Jocelyn Turney Jocelyn Turney's New York Life Insurance Company Experience September 2008 - December 2008
Job Glaucoma Specialty Sales Representative at Alcon, a Novartis company
Industry Insurance
Experience
Alcon, a Novartis company August 2014 - Present
Arthur J. Gallagher & Co. June 2010 - Present
MassMutual Financial Group January 2009 - May 2010
Red Bull April 2008 - June 2009
New York Life Insurance Company September 2008 - December 2008
Arthur J. Gallagher & Co. June 2008 - August 2008
Skills
Employee Benefits, New Business Development, Consultative Selling, Account Management, Employee Engagement, Salesforce.com, Health Insurance, Selling, Insurance, Talent Management, Marketing, Client Relations Skills, Brand Development, Underwriting, Retirement Planning, Customer Service, Leadership, Sales
Education
The American College 2011 — 2013
Currently studying for the CLU
College of Charleston 2005 — 2008
B.S, Finance & Business Administration
Notre Dame Academy 2001 — 2005
High School
Alcon, a Novartis company August 2014 - Present
Arthur J. Gallagher & Co. June 2010 - Present
MassMutual Financial Group January 2009 - May 2010
Red Bull April 2008 - June 2009
New York Life Insurance Company September 2008 - December 2008
Arthur J. Gallagher & Co. June 2008 - August 2008
Skills
Employee Benefits, New Business Development, Consultative Selling, Account Management, Employee Engagement, Salesforce.com, Health Insurance, Selling, Insurance, Talent Management, Marketing, Client Relations Skills, Brand Development, Underwriting, Retirement Planning, Customer Service, Leadership, Sales
Education
The American College 2011 — 2013
Currently studying for the CLU
College of Charleston 2005 — 2008
B.S, Finance & Business Administration
Notre Dame Academy 2001 — 2005
High School
Frederick Gallegos Frederick Gallegos's New York Life Insurance Company Experience July 2013 - July 2014
Job Operations | Organizational Development | Root Cause Analysis | Solution Definition | Project Management | Supervision
Industry Government Administration
Experience
City and County of Denver July 2015 - Present
New York Life Insurance Company July 2013 - July 2014
United States Postal Service September 1998 - October 2013
Skills
Customer Service, Public Speaking, Change Management, Culture Change, Strategic Planning, Team Building, Team Leadership, Leadership, Team-oriented, Leadership Development, Microsoft Office, Outlook, Training, Policy, Government, Conflict Resolution, Process Improvement, Employee Relations, Organizational..., Program Management, Management, Employee Training, Coaching, Recruiting, Nonprofits, Performance Management, Customer Satisfaction, Event Planning, Workshop Facilitation, Analysis, Fundraising, Fixed Annuities, Wealth Accumulation, 401k, Series 6, IRAs, Organizational..., Insurance, Employee Benefits, Retirement
Education
Colorado State University
Master's degree, Organizational Performance and Change
Colorado State University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
City and County of Denver July 2015 - Present
New York Life Insurance Company July 2013 - July 2014
United States Postal Service September 1998 - October 2013
Skills
Customer Service, Public Speaking, Change Management, Culture Change, Strategic Planning, Team Building, Team Leadership, Leadership, Team-oriented, Leadership Development, Microsoft Office, Outlook, Training, Policy, Government, Conflict Resolution, Process Improvement, Employee Relations, Organizational..., Program Management, Management, Employee Training, Coaching, Recruiting, Nonprofits, Performance Management, Customer Satisfaction, Event Planning, Workshop Facilitation, Analysis, Fundraising, Fixed Annuities, Wealth Accumulation, 401k, Series 6, IRAs, Organizational..., Insurance, Employee Benefits, Retirement
Education
Colorado State University
Master's degree, Organizational Performance and Change
Colorado State University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Rachel Hudspeth's New York Life Insurance Company Experience August 2015 - Present
Job Associate Administrative Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
New York Life Insurance Company September 2014 - August 2015
New York Life Insurance Company March 2014 - September 2014
New York Life Insurance Company October 2013 - March 2014
Skills
Research, Microsoft Excel, Microsoft Word, Social Media Marketing, Nonprofits, Leadership, Recruiting, Time Management, Social Media, Organizational..., Event Management, Marketing, Program Management, Management, Interviews, Public Speaking, Microsoft Office
Education
Colorado State University-Global Campus 2015 — 2016
Masters of Science, International Business/International Management
Colorado State University 2010 — 2013
Bachelor of Science (BS), Industrial and Organizational Psychology; Business Administration
University of Ghana 2013 — 2013
Study Abroad, Volunteer
New York Life Insurance Company August 2015 - Present
New York Life Insurance Company September 2014 - August 2015
New York Life Insurance Company March 2014 - September 2014
New York Life Insurance Company October 2013 - March 2014
Skills
Research, Microsoft Excel, Microsoft Word, Social Media Marketing, Nonprofits, Leadership, Recruiting, Time Management, Social Media, Organizational..., Event Management, Marketing, Program Management, Management, Interviews, Public Speaking, Microsoft Office
Education
Colorado State University-Global Campus 2015 — 2016
Masters of Science, International Business/International Management
Colorado State University 2010 — 2013
Bachelor of Science (BS), Industrial and Organizational Psychology; Business Administration
University of Ghana 2013 — 2013
Study Abroad, Volunteer
Theodore Strasser Theodore Strasser's New York Life Insurance Company Experience February 2013 - October 2013
Job Working to create strategic business alliances in the Broomfield "Metro" Area
Industry Nonprofit Organization Management
Experience
The Broomfield Chamber of Commerce November 2013 - Present
New York Life Insurance Company February 2013 - October 2013
Jules Gourmet May 2012 - December 2012
Skills
Communication, Customer Satisfaction, Customer Engagement, Outstanding..., Sales Presentations, Continuing Education, History of Political..., Non-profit..., Chambers of Commerce, New Business Development, Small Business, Social Media Marketing, Leadership, Nonprofits, Sales, Customer Service, Social Media, Public Speaking, Financial Services, Team Building, Marketing, Social Networking, Strategic Planning, Event Planning
Education
University of Colorado at Boulder 2008 — 2011
Bachelor of Arts (BA), Comparative History
BHS 2003 — 2006
Ph.D. In highschool
Nativity 1996 — 2003
Reading, wrighting, 'rithmatic
Colorado State University
Bachelor of Arts in History, General Education
The Broomfield Chamber of Commerce November 2013 - Present
New York Life Insurance Company February 2013 - October 2013
Jules Gourmet May 2012 - December 2012
Skills
Communication, Customer Satisfaction, Customer Engagement, Outstanding..., Sales Presentations, Continuing Education, History of Political..., Non-profit..., Chambers of Commerce, New Business Development, Small Business, Social Media Marketing, Leadership, Nonprofits, Sales, Customer Service, Social Media, Public Speaking, Financial Services, Team Building, Marketing, Social Networking, Strategic Planning, Event Planning
Education
University of Colorado at Boulder 2008 — 2011
Bachelor of Arts (BA), Comparative History
BHS 2003 — 2006
Ph.D. In highschool
Nativity 1996 — 2003
Reading, wrighting, 'rithmatic
Colorado State University
Bachelor of Arts in History, General Education
Jason Surges Jason Surges's New York Life Insurance Company Experience June 2012 - December 2012
Job Chief Operations Officer at Dregalla Medical Technologies, LLC
Industry Biotechnology
Experience
Dregalla Medical Technologies January 2015 - Present
PTC March 2014 - July 2014
MCAD Technologies June 2013 - February 2014
New York Life Insurance Company June 2012 - December 2012
Mercedes-Benz of Westminster June 2011 - June 2012
Chili's Grill & Bar 2009 - 2011
FedEx Office 2008 - 2009
Chili's Grill & Bar 2004 - 2007
Skills
Automotive Sales, Hospitality Management, E-Verify, Outstanding Customer..., Staff Training, Staff Scheduling, Conflict Resolution, Service Recovery, Local Advertising, Situational Leadership, Writing Skills, Articulate Presenter, Public Speaking, Persuasive Writing, Workplace Investigations, Inventory Management, Profit & Loss Management, Training & Development, Customer Service, P&L Management, Employee Training, Income Statement, Sales Process, Recruiting, Forecasting, P&L, Coaching, Hiring, Schedules, Dealers, Workplace Safety, Presenter, Customer Satisfaction, Sales, Salesforce.com, Account Management, Training, Management, Team Building
Education
Colorado State University
Metropolitan State College of Denver
Dregalla Medical Technologies January 2015 - Present
PTC March 2014 - July 2014
MCAD Technologies June 2013 - February 2014
New York Life Insurance Company June 2012 - December 2012
Mercedes-Benz of Westminster June 2011 - June 2012
Chili's Grill & Bar 2009 - 2011
FedEx Office 2008 - 2009
Chili's Grill & Bar 2004 - 2007
Skills
Automotive Sales, Hospitality Management, E-Verify, Outstanding Customer..., Staff Training, Staff Scheduling, Conflict Resolution, Service Recovery, Local Advertising, Situational Leadership, Writing Skills, Articulate Presenter, Public Speaking, Persuasive Writing, Workplace Investigations, Inventory Management, Profit & Loss Management, Training & Development, Customer Service, P&L Management, Employee Training, Income Statement, Sales Process, Recruiting, Forecasting, P&L, Coaching, Hiring, Schedules, Dealers, Workplace Safety, Presenter, Customer Satisfaction, Sales, Salesforce.com, Account Management, Training, Management, Team Building
Education
Colorado State University
Metropolitan State College of Denver
Anthony Fullerton Anthony Fullerton's New York Life Insurance Company Experience April 2013 - Present
Job Financial Services Professional* at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
George Mason University August 2010 - December 2012
United States Marine Corps October 2007 - August 2010
United States Marine Corps 2004 - 2007
Skills
Information Assurance, DoD, Security Clearance, Security+, Leadership, Financial Analysis, Military, Program Management, Military Experience, Access, Security, Research, Microsoft Office, National Security, Operational Planning, Government, Active Directory, Network Administration
Education
George Mason University - School of Management 2010 — 2012
B.S, Finance
College of Southern Maryland 2002 — 2004
A.S, Business Administration
New York Life Insurance Company April 2013 - Present
George Mason University August 2010 - December 2012
United States Marine Corps October 2007 - August 2010
United States Marine Corps 2004 - 2007
Skills
Information Assurance, DoD, Security Clearance, Security+, Leadership, Financial Analysis, Military, Program Management, Military Experience, Access, Security, Research, Microsoft Office, National Security, Operational Planning, Government, Active Directory, Network Administration
Education
George Mason University - School of Management 2010 — 2012
B.S, Finance
College of Southern Maryland 2002 — 2004
A.S, Business Administration
Scott Yarberry Scott Yarberry's New York Life Insurance Company Experience August 2014 - April 2015
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
New York Life Insurance Company August 2014 - April 2015
T. Rowe Price April 2014 - August 2014
Education
Colorado State University 2008 — 2013
Bachelor’s Degree, Economics
Fidelity Investments May 2015 - Present
New York Life Insurance Company August 2014 - April 2015
T. Rowe Price April 2014 - August 2014
Education
Colorado State University 2008 — 2013
Bachelor’s Degree, Economics
Joshua Cleason Joshua Cleason's New York Life Insurance Company Experience April 2014 - January 2015
Job Financial Services Representative
Industry Financial Services
Experience
Scottrade January 2015 - Present
NYLIFE Securities LLC July 2014 - January 2015
New York Life Insurance Company April 2014 - January 2015
Skills
Time Management, Account Management, Retirement Planning, Risk Management, Education Funding..., Life Insurance, Creative Problem Solving
Education
Colorado State University-Pueblo 2008 — 2013
Bachelor of Science in Business Administration, Business Management and Marketing
Scottrade January 2015 - Present
NYLIFE Securities LLC July 2014 - January 2015
New York Life Insurance Company April 2014 - January 2015
Skills
Time Management, Account Management, Retirement Planning, Risk Management, Education Funding..., Life Insurance, Creative Problem Solving
Education
Colorado State University-Pueblo 2008 — 2013
Bachelor of Science in Business Administration, Business Management and Marketing
Nick Hansen's New York Life Insurance Company Experience June 2010 - July 2012
Job Corporate Recruiter at ON Semiconductor
Industry Staffing and Recruiting
Experience
ON Semiconductor February 2015 - Present
Apex Systems October 2013 - February 2015
Apex Systems August 2012 - October 2013
New York Life Insurance Company June 2010 - July 2012
Skills
Management, Leadership, Interviews, Recruiting, Networking, Temporary Placement, Screening, Strategic Sourcing, Corporate Recruiting, Strategic Planning, Human Resources, CRM, Cold Calling, Interpersonal Skills, Technical Recruiting, Account Management, Candidate Assessment, Start-ups
Education
Weber State University
College of Southern Idaho
Pocatello High School
ON Semiconductor February 2015 - Present
Apex Systems October 2013 - February 2015
Apex Systems August 2012 - October 2013
New York Life Insurance Company June 2010 - July 2012
Skills
Management, Leadership, Interviews, Recruiting, Networking, Temporary Placement, Screening, Strategic Sourcing, Corporate Recruiting, Strategic Planning, Human Resources, CRM, Cold Calling, Interpersonal Skills, Technical Recruiting, Account Management, Candidate Assessment, Start-ups
Education
Weber State University
College of Southern Idaho
Pocatello High School
Darryl Hudspeth Darryl Hudspeth's New York Life Insurance Company Experience October 2001 - Present
Job Partner at High Point Financial Group, LLC
Industry Financial Services
Experience
High Point Financial Group, LLC June 2003 - Present
New York Life Insurance Company October 2001 - Present
Hudspeth & Associates August 1995 - September 2001
Hudspeth & Associates August 1995 - September 2001
Education
Colorado State University 1981 — 1986
Physical Education, and Sports Medicine
High Point Financial Group, LLC June 2003 - Present
New York Life Insurance Company October 2001 - Present
Hudspeth & Associates August 1995 - September 2001
Hudspeth & Associates August 1995 - September 2001
Education
Colorado State University 1981 — 1986
Physical Education, and Sports Medicine
Jennifer Maxwell Jennifer Maxwell's New York Life Insurance Company Experience July 2009 - July 2012
Job Passionate about Human Resource Management with a B.S. in Business Management with specialization in HRM
Industry Human Resources
Experience
Federal Highway Administration November 2012 - Present
New York Life Insurance Company July 2009 - July 2012
IGT December 2007 - November 2008
United States Air Force July 2003 - July 2007
City of Sparks April 1997 - July 2003
Skills
Executive..., Executive Level..., Calendar Planning, Virtual Administrative..., Project Management Tools, Personnel Records, Defense Travel System, Benefits Administration, eBenefits, ePay, Multi-state Payroll..., Time Off Request, Time & Attendance, Human Resources, Coordinate Meetings, Executive Correspondence, Drafting Correspondence, Travel Arrangements, Expense Reports, Organizational Charts, Site Selections, Attendee Registration, Coordinating Meetings, Executive Travel, Cliqbook, Concur, Corporate Card, Budget Monitoring, Budget Travel, Managing Project Budgets, Software Procurement, Expense Allocation, Military Training, Special Operations, Volunteer Recruiting, Volunteer Training, Training Delivery, Employee Training, Administrative..., Budgets, Time Management, Customer Service, PowerPoint, Resume Writing, Leadership, Management, Training, Social Media, Event Planning, Microsoft Office
Education
Colorado State University-Global Campus 2015 — 2017
Master of Human Resource Management, Human Resource Management & Organizational Leadership and Change Management
Colorado State University-Global Campus 2014 — 2015
Bachelor of Science (BS), Business Management, Human Resource Management
University of Nevada-Reno 2012 — 2013
Business Management, Management
Truckee Meadows Community College 2010 — 2012
Associate of Arts (AA), Business
Community College of the Air Force 2003 — 2007
Aircrew Life Support, Aircrew Life Support
Federal Highway Administration November 2012 - Present
New York Life Insurance Company July 2009 - July 2012
IGT December 2007 - November 2008
United States Air Force July 2003 - July 2007
City of Sparks April 1997 - July 2003
Skills
Executive..., Executive Level..., Calendar Planning, Virtual Administrative..., Project Management Tools, Personnel Records, Defense Travel System, Benefits Administration, eBenefits, ePay, Multi-state Payroll..., Time Off Request, Time & Attendance, Human Resources, Coordinate Meetings, Executive Correspondence, Drafting Correspondence, Travel Arrangements, Expense Reports, Organizational Charts, Site Selections, Attendee Registration, Coordinating Meetings, Executive Travel, Cliqbook, Concur, Corporate Card, Budget Monitoring, Budget Travel, Managing Project Budgets, Software Procurement, Expense Allocation, Military Training, Special Operations, Volunteer Recruiting, Volunteer Training, Training Delivery, Employee Training, Administrative..., Budgets, Time Management, Customer Service, PowerPoint, Resume Writing, Leadership, Management, Training, Social Media, Event Planning, Microsoft Office
Education
Colorado State University-Global Campus 2015 — 2017
Master of Human Resource Management, Human Resource Management & Organizational Leadership and Change Management
Colorado State University-Global Campus 2014 — 2015
Bachelor of Science (BS), Business Management, Human Resource Management
University of Nevada-Reno 2012 — 2013
Business Management, Management
Truckee Meadows Community College 2010 — 2012
Associate of Arts (AA), Business
Community College of the Air Force 2003 — 2007
Aircrew Life Support, Aircrew Life Support
Mark Abeyta's New York Life Insurance Company Experience September 2010 - January 2011
Job High School Ambassador
Industry Education Management
Experience
Rally Cap Consulting September 2014 - Present
State Farm Insurance July 2013 - September 2014
Colorado Christian University May 2011 - June 2013
New York Life Insurance Company September 2010 - January 2011
Regent Communications January 2009 - January 2010
Gannett May 2006 - December 2008
Institute of Business & Medical Careers (IBMC) May 1999 - June 2006
20 / 20 Vision Center November 2003 - May 2006
Institute of Business and Medical Careers September 1999 - November 2003
Lens Crafters May 1997 - October 2003
Skills
Customer Service, Time Management, Operations Management, PowerPoint, Excel, Pre-sales, Customer Relations, Word, Account Management, Coaching, Microsoft Office, Mentoring, Outlook, Budgeting, Team Building, Problem Solving, Advertising, Social Media, Leadership, Budgets, Microsoft Excel, Microsoft Word, Sales Management, CRM, Marketing, Program Management, Employee Training, Training, Marketing Strategy, Nonprofits, Strategic Planning, Business Development, Strategy, Human Resources, Project Management, Interviews, Analysis, Leadership Development, Public Speaking, Customer Satisfaction, Event Planning, Staff Development, Sales, Higher Education, Customer Retention, Fundraising, Teamwork, Networking, Social Networking, Management
Education
Colorado State University 2008 — 2009
Certification, Project Management, 4.0
Regis University 2002 — 2008
Bachelor of Science, Business; Emphasis in Management Minor in Communications, 3.89
Colorado Christian University
Master Business Administration, Leadership, 4.0
Rally Cap Consulting September 2014 - Present
State Farm Insurance July 2013 - September 2014
Colorado Christian University May 2011 - June 2013
New York Life Insurance Company September 2010 - January 2011
Regent Communications January 2009 - January 2010
Gannett May 2006 - December 2008
Institute of Business & Medical Careers (IBMC) May 1999 - June 2006
20 / 20 Vision Center November 2003 - May 2006
Institute of Business and Medical Careers September 1999 - November 2003
Lens Crafters May 1997 - October 2003
Skills
Customer Service, Time Management, Operations Management, PowerPoint, Excel, Pre-sales, Customer Relations, Word, Account Management, Coaching, Microsoft Office, Mentoring, Outlook, Budgeting, Team Building, Problem Solving, Advertising, Social Media, Leadership, Budgets, Microsoft Excel, Microsoft Word, Sales Management, CRM, Marketing, Program Management, Employee Training, Training, Marketing Strategy, Nonprofits, Strategic Planning, Business Development, Strategy, Human Resources, Project Management, Interviews, Analysis, Leadership Development, Public Speaking, Customer Satisfaction, Event Planning, Staff Development, Sales, Higher Education, Customer Retention, Fundraising, Teamwork, Networking, Social Networking, Management
Education
Colorado State University 2008 — 2009
Certification, Project Management, 4.0
Regis University 2002 — 2008
Bachelor of Science, Business; Emphasis in Management Minor in Communications, 3.89
Colorado Christian University
Master Business Administration, Leadership, 4.0
Lance Williams II's New York Life Insurance Company Experience December 2012 - April 2013
Job Niketown Athlete
Industry Sports
Experience
Nike June 2013 - Present
TripleDoubleSports January 2012 - Present
New York Life Insurance Company December 2012 - April 2013
The Fan Hub October 2012 - April 2013
College of the Holy Cross May 2010 - May 2012
College of the Holy Cross April 2010 - May 2012
New York Sports Clubs May 2011 - August 2011
Diamonds Hallmark Party Basket May 2008 - August 2010
Yorkville Youth Athletic Association 2004 - 2010
Skills
Highly personable, Multi Tasking, Creative Writing, Event Planning, Social Media, Microsoft Office, Sports Coaching, Social Networking, PowerPoint, Customer Service, Microsoft Word, Enthusiasm to learn
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Cardinal Hayes High School 2004 — 2008
Nike June 2013 - Present
TripleDoubleSports January 2012 - Present
New York Life Insurance Company December 2012 - April 2013
The Fan Hub October 2012 - April 2013
College of the Holy Cross May 2010 - May 2012
College of the Holy Cross April 2010 - May 2012
New York Sports Clubs May 2011 - August 2011
Diamonds Hallmark Party Basket May 2008 - August 2010
Yorkville Youth Athletic Association 2004 - 2010
Skills
Highly personable, Multi Tasking, Creative Writing, Event Planning, Social Media, Microsoft Office, Sports Coaching, Social Networking, PowerPoint, Customer Service, Microsoft Word, Enthusiasm to learn
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Cardinal Hayes High School 2004 — 2008
Ryan McCormick FIC Ryan McCormick FIC's New York Life Insurance Company Experience June 2007 - October 2010
Job Area Sales Manager at The Duran Group, LLC
Industry Financial Services
Experience
The Duran Group, LLC September 2014 - Present
Liberty Mutual Insurance July 2013 - June 2014
Modern Woodmen of America October 2010 - June 2013
New York Life Insurance Company June 2007 - October 2010
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Life Insurance, Insurance, Term Life Insurance, Strategic Financial..., Small Business, Investments, Financial Planners, Personal Finance, Health Insurance, Finance, Financial Advisory, Call Centers, Recruiting, Leadership, Training, Retirement, Mutual Funds, Employee Benefits, Financial Planning
Education
Weber State University 2013 — 2017
Master's degree, Communication and Media Studies
Collins College 2002 — 2003
Animation
The Duran Group, LLC September 2014 - Present
Liberty Mutual Insurance July 2013 - June 2014
Modern Woodmen of America October 2010 - June 2013
New York Life Insurance Company June 2007 - October 2010
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Life Insurance, Insurance, Term Life Insurance, Strategic Financial..., Small Business, Investments, Financial Planners, Personal Finance, Health Insurance, Finance, Financial Advisory, Call Centers, Recruiting, Leadership, Training, Retirement, Mutual Funds, Employee Benefits, Financial Planning
Education
Weber State University 2013 — 2017
Master's degree, Communication and Media Studies
Collins College 2002 — 2003
Animation
Wendy Pedowitz Wendy Pedowitz's New York Life Insurance Company Experience January 1998 - March 2012
Job Grants Management Associate at Wellspring Advisors
Industry Program Development
Experience
Wellspring Advisors January 2014 - Present
New York State Continuing Education March 2013 - Present
Arcus Foundation September 2013 - December 2014
Consultant January 2013 - December 2013
New York Life Insurance Company January 1998 - March 2012
Big Apple Greeter February 1992 - December 1997
Skills
Grant Preparation, Due Diligence, Customer Service, Writing, Project Management, Budgets, Project Planning, Training, Grants, Philanthropy, Microsoft Excel, Program Direction, Databases, Microsoft Word, Event Management, Data Analysis, Program Management, Leadership, Management, Auditing, User Interface, Process Improvement, Public Speaking, Internet layout, Strategic Planning, User Acceptance Testing, Excel, Word, PowerPoint, Community Outreach, Fundraising
Education
Colorado College
B. A., Art History and Studio
Wellspring Advisors January 2014 - Present
New York State Continuing Education March 2013 - Present
Arcus Foundation September 2013 - December 2014
Consultant January 2013 - December 2013
New York Life Insurance Company January 1998 - March 2012
Big Apple Greeter February 1992 - December 1997
Skills
Grant Preparation, Due Diligence, Customer Service, Writing, Project Management, Budgets, Project Planning, Training, Grants, Philanthropy, Microsoft Excel, Program Direction, Databases, Microsoft Word, Event Management, Data Analysis, Program Management, Leadership, Management, Auditing, User Interface, Process Improvement, Public Speaking, Internet layout, Strategic Planning, User Acceptance Testing, Excel, Word, PowerPoint, Community Outreach, Fundraising
Education
Colorado College
B. A., Art History and Studio
Douglas Forster Douglas Forster's New York Life Insurance Company Experience August 2009 - August 2010
Job Financial Services Professional at The Financial Conductor Las Vegas
Industry Financial Services
Experience
The Financial Conductor August 2010 - Present
New York Life Insurance Company August 2009 - August 2010
The Financial Conductor August 2007 - August 2009
Lennar Homes June 2002 - May 2005
U.S. Air Force October 1986 - April 1996
Skills
Investments, Customer Service, Team Building, Insurance, Sales, Small Business, Customer Satisfaction, Negotiation, Retirement Planning, Strategic Planning, Asset Management, New Business Development, Marketing, Selling, Business Development, Sales Management, Leadership, Strategic Financial..., Management, Direct Sales, Long-term Care, Business Planning, Entrepreneurship, Coaching, Employee Benefits, Retirement, Budgets, Fixed Annuities, Disability Insurance, Training, Life Insurance, Mergers & Acquisitions, Pensions, Finance, 401k, Financial Planners, Financial Services, Financial Planning
Education
Community College of Southern Nevada 1997 — 2001
Construction Management, New Home Construction
Eastern Washington University 1994 — 1994
Speech Communication and Rhetoric
U.S. Air Force Institute of Technology 1991 — 1992
Logistics, Materials, and Supply Chain Management
The Financial Conductor August 2010 - Present
New York Life Insurance Company August 2009 - August 2010
The Financial Conductor August 2007 - August 2009
Lennar Homes June 2002 - May 2005
U.S. Air Force October 1986 - April 1996
Skills
Investments, Customer Service, Team Building, Insurance, Sales, Small Business, Customer Satisfaction, Negotiation, Retirement Planning, Strategic Planning, Asset Management, New Business Development, Marketing, Selling, Business Development, Sales Management, Leadership, Strategic Financial..., Management, Direct Sales, Long-term Care, Business Planning, Entrepreneurship, Coaching, Employee Benefits, Retirement, Budgets, Fixed Annuities, Disability Insurance, Training, Life Insurance, Mergers & Acquisitions, Pensions, Finance, 401k, Financial Planners, Financial Services, Financial Planning
Education
Community College of Southern Nevada 1997 — 2001
Construction Management, New Home Construction
Eastern Washington University 1994 — 1994
Speech Communication and Rhetoric
U.S. Air Force Institute of Technology 1991 — 1992
Logistics, Materials, and Supply Chain Management
Daniel Donovan Daniel Donovan's New York Life Insurance Company Experience January 2008 - December 2010
Job Executive Director, African Community Advancement Initiative
Industry Nonprofit Organization Management
Experience
African Community Advancement Initiative June 2013 - Present
Wikistrat December 2013 - Present
Foreign Policy Association August 2012 - Present
The Centre for Global Governance and Public Policy January 2012 - June 2014
Consultancy Africa Intelligence January 2013 - January 2014
Webster University August 2011 - August 2012
Great-West Life and Annuity Insurance Company December 2010 - August 2011
New York Life Insurance Company January 2008 - December 2010
Skills
Research, Public Speaking, Public Relations, Non-profits, Editing, Social Media, Fundraising, Microsoft Office, Copy Editing, Politics, Event Planning, Strategic Communications, Marketing, PowerPoint, Customer Service, Economics, Community Outreach, Social Networking, Marketing Communications, Portuguese, Writing, Creative Writing, Blogging, International Relations, Foreign Policy, Securities, Insurance, Nonprofits, Public Policy, Qualitative Research, Policy Analysis, International..., French, Diplomacy, Spanish, Intercultural...
Education
Webster University 2011 — 2012
Master of Arts, International Relations
Colorado State University
Bachelor of Arts, Broadcast Journalism
African Community Advancement Initiative June 2013 - Present
Wikistrat December 2013 - Present
Foreign Policy Association August 2012 - Present
The Centre for Global Governance and Public Policy January 2012 - June 2014
Consultancy Africa Intelligence January 2013 - January 2014
Webster University August 2011 - August 2012
Great-West Life and Annuity Insurance Company December 2010 - August 2011
New York Life Insurance Company January 2008 - December 2010
Skills
Research, Public Speaking, Public Relations, Non-profits, Editing, Social Media, Fundraising, Microsoft Office, Copy Editing, Politics, Event Planning, Strategic Communications, Marketing, PowerPoint, Customer Service, Economics, Community Outreach, Social Networking, Marketing Communications, Portuguese, Writing, Creative Writing, Blogging, International Relations, Foreign Policy, Securities, Insurance, Nonprofits, Public Policy, Qualitative Research, Policy Analysis, International..., French, Diplomacy, Spanish, Intercultural...
Education
Webster University 2011 — 2012
Master of Arts, International Relations
Colorado State University
Bachelor of Arts, Broadcast Journalism
Jenna Hanson Jenna Hanson's New York Life Insurance Company Experience October 2011 - Present
Job Insurance Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2011 - Present
Willmar Public Schools August 1999 - August 2011
Skills
Insurance Planning, Estate Planning, Retirement Income...
Education
St. Mary's University, Minneapolis 2001 — 2003
MA, Education and Arts
College of St. Benedict 1994 — 1997
BA, Elementary Education
New London Spicer HS
New York Life Insurance Company October 2011 - Present
Willmar Public Schools August 1999 - August 2011
Skills
Insurance Planning, Estate Planning, Retirement Income...
Education
St. Mary's University, Minneapolis 2001 — 2003
MA, Education and Arts
College of St. Benedict 1994 — 1997
BA, Elementary Education
New London Spicer HS
Shane Martin, LUTCF Shane Martin, LUTCF's New York Life Insurance Company Experience November 2004 - Present
Job Partner/Financial Services Professional at Lightway Financial Group
Industry Financial Services
Experience
Lightway Financial Group November 2014 - Present
New York Life Insurance Company November 2004 - Present
MetLife May 2001 - November 2004
Skills
Insurance, Life Insurance, Retirement Planning, Strategic Financial..., Estate Planning, Small Business, Sales, Wealth Management, Term Life Insurance, Investments, Strategic Planning, Disability Insurance, Financial Analysis, Financial Planning, Leadership, Customer Service, Health Insurance, Mortgage Lending, Credit, Property & Casualty..., 401k Rollovers, Medicare Supplements, Long Term Care Insurance
Education
College of the Ozarks 1997 — 2001
Bachelor of Science, Business
Lightway Financial Group November 2014 - Present
New York Life Insurance Company November 2004 - Present
MetLife May 2001 - November 2004
Skills
Insurance, Life Insurance, Retirement Planning, Strategic Financial..., Estate Planning, Small Business, Sales, Wealth Management, Term Life Insurance, Investments, Strategic Planning, Disability Insurance, Financial Analysis, Financial Planning, Leadership, Customer Service, Health Insurance, Mortgage Lending, Credit, Property & Casualty..., 401k Rollovers, Medicare Supplements, Long Term Care Insurance
Education
College of the Ozarks 1997 — 2001
Bachelor of Science, Business
Jonathan Mast, CIMA® Jonathan Mast, CIMA®'s New York Life Insurance Company Experience October 2007 - April 2011
Job Advisor Consultant, Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment October 2014 - Present
Vanguard May 2011 - October 2014
New York Life Insurance Company October 2007 - April 2011
Skills
Retirement Planning, Investments, Mutual Funds, Securities, Retirement, Asset Allocation, Investment Management, Financial Services, Equities, Fixed Income, Insurance, Finance, Series 7, series 66, Series 63, Series 6
Education
Colorado State University 2001 — 2007
2007Bachelor of Arts, Political Science
Lincoln Investment October 2014 - Present
Vanguard May 2011 - October 2014
New York Life Insurance Company October 2007 - April 2011
Skills
Retirement Planning, Investments, Mutual Funds, Securities, Retirement, Asset Allocation, Investment Management, Financial Services, Equities, Fixed Income, Insurance, Finance, Series 7, series 66, Series 63, Series 6
Education
Colorado State University 2001 — 2007
2007Bachelor of Arts, Political Science
Kristen Rooney Kristen Rooney's New York Life Insurance Company Experience May 2014 - August 2014
Job Peer Tutor at College of Mount Saint Vincent
Industry Primary/Secondary Education
Experience
College of Mount Saint Vincent August 2014 - Present
Public School January 2012 - Present
College of Mount Saint Vincent September 2010 - Present
New York Life Insurance Company May 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
NEW YORK LIFE INSURANCE May 2012 - August 2012
NEW YORK LETTER CARRIERS BRANCH 36 UNION June 2010 - February 2012
St. Joseph’s of Yorkville After November 2009 - May 2010
Mary Manning Walsh Nursing Home April 2009 - October 2009
S.N.A.C.K October 2008 - May 2009
Skills
Microsoft Office, Altiris, BMC Remedy, Customer Support, Writing, English, Team Leadership, Elementary Education, Management, Access, Leadership, Lotus Notes, Software Documentation, Microsoft Excel, PowerPoint, Data Entry, Quality Assurance, Microsoft Publisher
Education
College of Mount Saint Vincent 2014 — 2015
Master's Degree, Masters of Arts, Urban and Multicultural Education, Special Education Concentration
College of Mount Saint Vincent 2010 — 2014
Bachelors of Arts, English, 3.4
College of Mount Saint Vincent August 2014 - Present
Public School January 2012 - Present
College of Mount Saint Vincent September 2010 - Present
New York Life Insurance Company May 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
NEW YORK LIFE INSURANCE May 2012 - August 2012
NEW YORK LETTER CARRIERS BRANCH 36 UNION June 2010 - February 2012
St. Joseph’s of Yorkville After November 2009 - May 2010
Mary Manning Walsh Nursing Home April 2009 - October 2009
S.N.A.C.K October 2008 - May 2009
Skills
Microsoft Office, Altiris, BMC Remedy, Customer Support, Writing, English, Team Leadership, Elementary Education, Management, Access, Leadership, Lotus Notes, Software Documentation, Microsoft Excel, PowerPoint, Data Entry, Quality Assurance, Microsoft Publisher
Education
College of Mount Saint Vincent 2014 — 2015
Master's Degree, Masters of Arts, Urban and Multicultural Education, Special Education Concentration
College of Mount Saint Vincent 2010 — 2014
Bachelors of Arts, English, 3.4
Annabelle A. Lee, LUTCF's New York Life Insurance Company Experience February 2015 - Present
Job Partner at New York Life Chicago
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
The Heartland Group January 2014 - February 2015
SUL Realty July 2011 - February 2015
Water Tower Financial Partners, LLC - MassMutual Financial Group November 2011 - January 2014
National Life Group March 2010 - October 2011
MetLife Securities June 2009 - March 2010
The Prime Group, Inc. 2006 - 2007
Advanced Equities Financial Corp. 2002 - 2006
Education
DePaul University
The American College 2010 — 2013
College of Lake County
Associate of Arts and Sciences (AAS)
University of Pennsylvania - The Wharton School
New York Life Insurance Company February 2015 - Present
The Heartland Group January 2014 - February 2015
SUL Realty July 2011 - February 2015
Water Tower Financial Partners, LLC - MassMutual Financial Group November 2011 - January 2014
National Life Group March 2010 - October 2011
MetLife Securities June 2009 - March 2010
The Prime Group, Inc. 2006 - 2007
Advanced Equities Financial Corp. 2002 - 2006
Education
DePaul University
The American College 2010 — 2013
College of Lake County
Associate of Arts and Sciences (AAS)
University of Pennsylvania - The Wharton School
Melissa (Missy) Miller MA, LUTCF Melissa (Missy) Miller MA, LUTCF's New York Life Insurance Company Experience March 2009 - March 2014
Job Financial Advisor at NCompass Financial
Industry Financial Services
Experience
N-Compass Financial March 2014 - Present
New York Life Insurance Company March 2009 - March 2014
New York Life Insurance Company March 2009 - March 2014
Highlands Ranch Community Association July 2004 - February 2009
Vail Cascade Hotel and Club 1997 - 1999
Skills
Financial Services, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Retirement, Insurance, Fixed Annuities, Life Insurance, Financial Analysis
Education
University of Northen Colorado 1992 — 1993
Master of Arts (MA), Kinesiology with an emphasis in Exercise Physiology
Colorado State University 1986 — 1990
Exercise and Sports Science
N-Compass Financial March 2014 - Present
New York Life Insurance Company March 2009 - March 2014
New York Life Insurance Company March 2009 - March 2014
Highlands Ranch Community Association July 2004 - February 2009
Vail Cascade Hotel and Club 1997 - 1999
Skills
Financial Services, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Retirement, Insurance, Fixed Annuities, Life Insurance, Financial Analysis
Education
University of Northen Colorado 1992 — 1993
Master of Arts (MA), Kinesiology with an emphasis in Exercise Physiology
Colorado State University 1986 — 1990
Exercise and Sports Science
Slidell Justin's New York Life Insurance Company Experience 2013 - Present
Job Insurance Professional in Partnership with New York Life
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
Bankers Conseco Life Insurance Company July 2010 - 2012
Skills
Sales, Public Speaking, Sales Recruitment, JW, Asset Allocation, Customer Service, Customer Satisfaction, Retirement Planning, Fixed Annuities, Team Building, Leadership, Recruiting, Closings, Seminars, Medicare, Social Media Marketing, Videography, Fitness, Nutrition, Long-term Care, Life Insurance, Investments, Short Sales
Education
Colorado State University
Loveland High School
New York Life Insurance Company 2013 - Present
Bankers Conseco Life Insurance Company July 2010 - 2012
Skills
Sales, Public Speaking, Sales Recruitment, JW, Asset Allocation, Customer Service, Customer Satisfaction, Retirement Planning, Fixed Annuities, Team Building, Leadership, Recruiting, Closings, Seminars, Medicare, Social Media Marketing, Videography, Fitness, Nutrition, Long-term Care, Life Insurance, Investments, Short Sales
Education
Colorado State University
Loveland High School
mojgan zare mojgan zare's New York Life Insurance Company Experience January 1991 - March 1994
Job Single Mother at Single mother's Club
Industry Restaurants
Experience
Single mother's Club January 2010 - Present
His Law office 1985 - 2012
Self-employed January 2004 - November 2010
New York Life Insurance Company January 1991 - March 1994
Skills
Marketing Strategy
Education
Colorado State University
Community College of Aurora
Single mother's Club January 2010 - Present
His Law office 1985 - 2012
Self-employed January 2004 - November 2010
New York Life Insurance Company January 1991 - March 1994
Skills
Marketing Strategy
Education
Colorado State University
Community College of Aurora
Owen Shattuck Owen Shattuck's New York Life Insurance Company Experience 2011 - 2012
Job Associate Editor, Children's Ministry at Group Publishing
Industry Religious Institutions
Experience
Group Publishing January 2015 - Present
Vintage City Church November 2010 - Present
Group Publishing October 2013 - January 2015
Walmart 2013 - January 2015
Walmart 2008 - 2013
New York Life Insurance Company 2011 - 2012
Good Shepherd Church 2002 - 2010
Champion Auto Group January 2008 - February 2008
Weld County School District 6 2000 - 2005
Greeley Wesleyan Church 1999 - 2000
Skills
Bible Study, Bible teaching, Discipleship, Exegesis, Discipleship Training, Hermeneutics, Leadership Development, Missions, Pastoring, Pastoral Theology, Spiritual Direction, Spiritual Formation, Teaching, Volunteer Management, Writing, Mentoring, Communication, Curriculum Design, Instructional Design, Analysis, Creativity, Motivating Others, Educational Leadership, Team Leadership, Educational Technology, Educational Research, Instructional Technology, Instructional..., Instructional Skills, Staff Development, Program Management, Community Outreach
Education
Colorado Christian University 2000 — 2002
Master of Arts (M.A.), Curriculum and Instruction, 4.0
Evangelical Training Association 1995 — 1995
Standard Teacher Diploma
Indiana Wesleyan University 1991 — 1995
Bachelor of Science (B.S.), Christian Ministries / History, 3.542
Group Publishing January 2015 - Present
Vintage City Church November 2010 - Present
Group Publishing October 2013 - January 2015
Walmart 2013 - January 2015
Walmart 2008 - 2013
New York Life Insurance Company 2011 - 2012
Good Shepherd Church 2002 - 2010
Champion Auto Group January 2008 - February 2008
Weld County School District 6 2000 - 2005
Greeley Wesleyan Church 1999 - 2000
Skills
Bible Study, Bible teaching, Discipleship, Exegesis, Discipleship Training, Hermeneutics, Leadership Development, Missions, Pastoring, Pastoral Theology, Spiritual Direction, Spiritual Formation, Teaching, Volunteer Management, Writing, Mentoring, Communication, Curriculum Design, Instructional Design, Analysis, Creativity, Motivating Others, Educational Leadership, Team Leadership, Educational Technology, Educational Research, Instructional Technology, Instructional..., Instructional Skills, Staff Development, Program Management, Community Outreach
Education
Colorado Christian University 2000 — 2002
Master of Arts (M.A.), Curriculum and Instruction, 4.0
Evangelical Training Association 1995 — 1995
Standard Teacher Diploma
Indiana Wesleyan University 1991 — 1995
Bachelor of Science (B.S.), Christian Ministries / History, 3.542
Christopher Mangers Christopher Mangers's New York Life Insurance Company Experience June 2011 - Present
Job Financial Services professional
Industry Financial Services
Experience
New York Life Insurance Company June 2011 - Present
Arhaus Furniture November 2010 - May 2011
Kacey Fine Furniture May 2008 - November 2010
Interior Designers Service March 1998 - March 2008
Skills
Life, Health, Securities
Education
Colorado State University 1991 — 1996
Sports Science, Wellness Management
New York Life Insurance Company June 2011 - Present
Arhaus Furniture November 2010 - May 2011
Kacey Fine Furniture May 2008 - November 2010
Interior Designers Service March 1998 - March 2008
Skills
Life, Health, Securities
Education
Colorado State University 1991 — 1996
Sports Science, Wellness Management
Barbara (Cortelli) Halecki Barbara (Cortelli) Halecki's New York Life Insurance Company Experience December 1999 - March 2012
Job Retired Corp VP Info Systems at New York Life Insurance Company
Industry Financial Services
Experience
Independent Tutor September 2012 - Present
New York Life Insurance Company December 1999 - March 2012
New York Life Insurance Company March 1988 - December 1999
Skills
Technology Development, Cross-functional Team..., Software Project..., Program Management, Project Management, PMO, Administration, Budget Process, Financial Analysis, Mentoring, Staff Development, Technical Staff..., Offshore Software..., Business Analysis, Customer Oriented, Operational Streamlining, Personnel Selection, Job Evaluation, Lotus Notes, Microsoft Office, Mathematics, Problem Solving, Quality Assurance, SOA, SDLC, User Experience, IT Strategy, Coaching, Requirements Analysis, Business Process..., Insurance, Process Improvement, Software Development, Budgets, Management, Risk Management, Resource Management
Education
College of Mount Saint Vincent
BA, Mathematics, Graduated Cum Laude
Hagan School of Business - Iona College
MBA, Mgmt of Info Systems
Independent Tutor September 2012 - Present
New York Life Insurance Company December 1999 - March 2012
New York Life Insurance Company March 1988 - December 1999
Skills
Technology Development, Cross-functional Team..., Software Project..., Program Management, Project Management, PMO, Administration, Budget Process, Financial Analysis, Mentoring, Staff Development, Technical Staff..., Offshore Software..., Business Analysis, Customer Oriented, Operational Streamlining, Personnel Selection, Job Evaluation, Lotus Notes, Microsoft Office, Mathematics, Problem Solving, Quality Assurance, SOA, SDLC, User Experience, IT Strategy, Coaching, Requirements Analysis, Business Process..., Insurance, Process Improvement, Software Development, Budgets, Management, Risk Management, Resource Management
Education
College of Mount Saint Vincent
BA, Mathematics, Graduated Cum Laude
Hagan School of Business - Iona College
MBA, Mgmt of Info Systems
David L. Shuler, Partner, New York Life's New York Life Insurance Company Experience September 2007 - Present
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company and NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company September 2007 - Present
NYLIFE Securities LLC May 2007 - October 2014
City of Brighton June 2002 - September 2008
United States Marine Corps September 1992 - August 2003
Skills
Retirement, Retirement Planning, Microsoft Word, Insurance, Access, Analysis, 401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Thought Leadership, Protection..., Wealth Preservation..., Mutual Funds, Financial Services, IRAs, Fixed Annuities, Life Insurance, Wealth Accumulation, Securities, 401k, Long-term Care, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Financial Planners, Whole Life, Financial Advisory, Series 7, Strategic Financial..., Wealth Management, College Savings Plans, Investment Strategies, Health Insurance, Roth IRA, Financial Planning
Education
Colorado State University 1994 — 1999
Bachelor of Applied Science (BASc), Biology
New York Life Insurance Company and NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company September 2007 - Present
NYLIFE Securities LLC May 2007 - October 2014
City of Brighton June 2002 - September 2008
United States Marine Corps September 1992 - August 2003
Skills
Retirement, Retirement Planning, Microsoft Word, Insurance, Access, Analysis, 401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Thought Leadership, Protection..., Wealth Preservation..., Mutual Funds, Financial Services, IRAs, Fixed Annuities, Life Insurance, Wealth Accumulation, Securities, 401k, Long-term Care, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Financial Planners, Whole Life, Financial Advisory, Series 7, Strategic Financial..., Wealth Management, College Savings Plans, Investment Strategies, Health Insurance, Roth IRA, Financial Planning
Education
Colorado State University 1994 — 1999
Bachelor of Applied Science (BASc), Biology
Jay Schwind Jay Schwind's New York Life Insurance Company Experience March 2007 - December 2009
Job Marketing Consultant at www.qconline.com
Industry Marketing and Advertising
Experience
Quad Cities On LIne March 2010 - Present
New York Life Insurance Company March 2007 - December 2009
Northwestern Mutual April 2005 - December 2006
WHBF-TV April 2001 - February 2005
Quad-City Times November 1991 - October 2000
Skills
SEO, Sales, Marketing, Selling, Facebook, Advertising, Online Advertising, Management, Small Business, Email Marketing
Education
Colorado Mesa University
AA Business, Business
Quad Cities On LIne March 2010 - Present
New York Life Insurance Company March 2007 - December 2009
Northwestern Mutual April 2005 - December 2006
WHBF-TV April 2001 - February 2005
Quad-City Times November 1991 - October 2000
Skills
SEO, Sales, Marketing, Selling, Facebook, Advertising, Online Advertising, Management, Small Business, Email Marketing
Education
Colorado Mesa University
AA Business, Business
Fabian H Wright Fabian H Wright's New York Life Insurance Company Experience June 2010 - February 2011
Job Marketing Analyst at Bloomforth
Industry Higher Education
Experience
Bloomforth August 2014 - Present
United States Army Reserve April 2012 - Present
Bloomforth May 2014 - August 2014
Verizon Wireless February 2013 - August 2013
Cafe Deluxe August 2011 - April 2012
Hymans Seafood March 2008 - July 2011
College of Charleston August 2006 - May 2011
New York Life Insurance Company June 2010 - February 2011
Skills
Sales, Management, Microsoft Office, Email Marketing, PowerPoint, Microsoft Excel, Advertising, Social Media, Public Speaking, Customer Service, Research, Event Planning, Social Networking, Microsoft Word, Marketing, Project Planning
Education
College of Charleston 2006 — 2011
B.S, Business Administration w/ concentration in Marketing, and Psychology
Woodberry Forest School 2002 — 2006
Bloomforth August 2014 - Present
United States Army Reserve April 2012 - Present
Bloomforth May 2014 - August 2014
Verizon Wireless February 2013 - August 2013
Cafe Deluxe August 2011 - April 2012
Hymans Seafood March 2008 - July 2011
College of Charleston August 2006 - May 2011
New York Life Insurance Company June 2010 - February 2011
Skills
Sales, Management, Microsoft Office, Email Marketing, PowerPoint, Microsoft Excel, Advertising, Social Media, Public Speaking, Customer Service, Research, Event Planning, Social Networking, Microsoft Word, Marketing, Project Planning
Education
College of Charleston 2006 — 2011
B.S, Business Administration w/ concentration in Marketing, and Psychology
Woodberry Forest School 2002 — 2006
Byron Stahl Byron Stahl's New York Life Insurance Company Experience May 2012 - December 2012
Job Financial Services Professional at Atlantic Coast Advisory Group of Charleston
Industry Financial Services
Experience
Atlantic Coast Advisory Group 2013 - Present
New York Life Insurance Company May 2012 - December 2012
Merrill Lynch May 2011 - August 2011
United States Senate May 2010 - July 2010
Skills
Financial Analysis, Strategic Financial..., Financial Risk, Economics, International Economics, Estate Planning, Sales, Equity Valuation, Portfolio Management, Retirement Planning, Investments, Mutual Funds, Insurance, Equities, Securities, Series 7, Financial Services, Asset Allocation, Retirement, Finance, Financial Advisory, Wealth Management, IRAs, Asset Management, Investment Advisory
Education
College of Charleston 2008 — 2012
Bachelor of Science (BS), Economics
West Ashley HIgh
Atlantic Coast Advisory Group 2013 - Present
New York Life Insurance Company May 2012 - December 2012
Merrill Lynch May 2011 - August 2011
United States Senate May 2010 - July 2010
Skills
Financial Analysis, Strategic Financial..., Financial Risk, Economics, International Economics, Estate Planning, Sales, Equity Valuation, Portfolio Management, Retirement Planning, Investments, Mutual Funds, Insurance, Equities, Securities, Series 7, Financial Services, Asset Allocation, Retirement, Finance, Financial Advisory, Wealth Management, IRAs, Asset Management, Investment Advisory
Education
College of Charleston 2008 — 2012
Bachelor of Science (BS), Economics
West Ashley HIgh
David Isgett David Isgett's New York Life Insurance Company Experience May 2010 - July 2011
Job Annuity Sales Development
Industry Financial Services
Experience
American Benefit Services, Inc. March 2013 - Present
Private Practice, consultation January 2011 - Present
Self employed July 2011 - March 2013
New York Life Insurance Company May 2010 - July 2011
New York Life March 2010 - May 2011
VALIC February 1980 - June 2009
VALIC 1980 - 2009
Skills
Retirement Planning, Retirement Plans, Public Speaking, Series 6, Financial Planning, Investments, Annuities, IRA's, Retirement, Series 63, Mutual Funds, Financial Advisory, Long Term Care, Insurance, Disability Insurance, Series 7, Estate Planning, Wealth Management, Investment Advisory, Securities, Employee Benefits, Insurance Planning, Annuity, Portfolio Management, 401k, Wealth Accumulation, Retirement Income..., Term Life Insurance, 529 Plans, Wealth Transfer, Asset Management, Asset Allocation, Fixed Annuities, Wealth, Retirement Solutions, Investment Strategies, Charitable Giving, Pensions, Investment Products, FINRA, Stocks, Series 24, Risk Management, Asset Protection, Defined Benefit, IRAs, Strategic Financial..., Long-term Care, Life Insurance, Finance
Education
Lightsey School of Graduate Studies, College of Charleston 2002 — 2004
BA, Prerequisite Financial Studies for CFP, Certified
College of Charleston 1975 — 1979
B.A, English
Wake Forest University 1971 — 1972
American Benefit Services, Inc. March 2013 - Present
Private Practice, consultation January 2011 - Present
Self employed July 2011 - March 2013
New York Life Insurance Company May 2010 - July 2011
New York Life March 2010 - May 2011
VALIC February 1980 - June 2009
VALIC 1980 - 2009
Skills
Retirement Planning, Retirement Plans, Public Speaking, Series 6, Financial Planning, Investments, Annuities, IRA's, Retirement, Series 63, Mutual Funds, Financial Advisory, Long Term Care, Insurance, Disability Insurance, Series 7, Estate Planning, Wealth Management, Investment Advisory, Securities, Employee Benefits, Insurance Planning, Annuity, Portfolio Management, 401k, Wealth Accumulation, Retirement Income..., Term Life Insurance, 529 Plans, Wealth Transfer, Asset Management, Asset Allocation, Fixed Annuities, Wealth, Retirement Solutions, Investment Strategies, Charitable Giving, Pensions, Investment Products, FINRA, Stocks, Series 24, Risk Management, Asset Protection, Defined Benefit, IRAs, Strategic Financial..., Long-term Care, Life Insurance, Finance
Education
Lightsey School of Graduate Studies, College of Charleston 2002 — 2004
BA, Prerequisite Financial Studies for CFP, Certified
College of Charleston 1975 — 1979
B.A, English
Wake Forest University 1971 — 1972
Tony Garibaldi, CFP® Partner, New York Life's New York Life Insurance Company Experience January 2010 - August 2014
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Ins Co, Eagle Strategies LLC August 2014 - Present
Eagle Strategies LLC January 2011 - August 2014
NYLIFE Securities LLC June 2010 - August 2014
New York Life Insurance Company January 2010 - August 2014
Sunshine Center Pharmacy January 1997 - December 2008
Education
The American College 2011 — 2012
LUTCF, LUTCF Program
San Francisco State University 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning
San Francisco State University 2002 — 2005
B.S., Physiology
College of San Mateo 1999 — 2003
A.A., A.S., Liberal Studies, Life Sciences
Mills High School
New York Life Ins Co, Eagle Strategies LLC August 2014 - Present
Eagle Strategies LLC January 2011 - August 2014
NYLIFE Securities LLC June 2010 - August 2014
New York Life Insurance Company January 2010 - August 2014
Sunshine Center Pharmacy January 1997 - December 2008
Education
The American College 2011 — 2012
LUTCF, LUTCF Program
San Francisco State University 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning
San Francisco State University 2002 — 2005
B.S., Physiology
College of San Mateo 1999 — 2003
A.A., A.S., Liberal Studies, Life Sciences
Mills High School
Greg Pyron Greg Pyron's New York Life Insurance Company Experience 1986 - 1988
Job Operations at KOMCKRZK
Industry Broadcast Media
Experience
KOMC-KRZK June 1988 - Present
Earls Broadcasting Branson, MO 1988 - Present
New York Life Insurance Company 1986 - 1988
Missouri Valley College 1984 - 1986
Skills
Public Speaking, Public Relations, Writing, Copywriting, Adobe Audition, Microsoft Office, Editing, Problem Solving, Production, Special Events, Non-profits, Advertising, PowerPoint, Video Production, Social Networking, Facebook, Copy Editing, Project Planning, Entertainment, Social Media, Blogging, Budgets, Microsoft Word, Marketing Communications, Research, Photoshop, Leadership, Strategic Planning, Nonprofits, Television, Video Editing, Radio Host, Radio Broadcasting, Event Management, Event Planning, Community Outreach, Press Releases, Marketing, Radio, Fundraising, Creative Writing, Media Relations
Education
College of the Ozarks 1973 — 1976
BS, Mass Communications/Business
KOMC-KRZK June 1988 - Present
Earls Broadcasting Branson, MO 1988 - Present
New York Life Insurance Company 1986 - 1988
Missouri Valley College 1984 - 1986
Skills
Public Speaking, Public Relations, Writing, Copywriting, Adobe Audition, Microsoft Office, Editing, Problem Solving, Production, Special Events, Non-profits, Advertising, PowerPoint, Video Production, Social Networking, Facebook, Copy Editing, Project Planning, Entertainment, Social Media, Blogging, Budgets, Microsoft Word, Marketing Communications, Research, Photoshop, Leadership, Strategic Planning, Nonprofits, Television, Video Editing, Radio Host, Radio Broadcasting, Event Management, Event Planning, Community Outreach, Press Releases, Marketing, Radio, Fundraising, Creative Writing, Media Relations
Education
College of the Ozarks 1973 — 1976
BS, Mass Communications/Business
Robin Hewitt's New York Life Insurance Company Experience 2003 - 2007
Job Sales Manager at Courtyard by Marriott Middlebury
Industry Hospitality
Experience
Courtyard by Marriott Middlebury May 2010 - Present
Bristol Federated Church 1971 - 2011
The Lodge at Otter Creek Senior Living Community June 2009 - May 2010
The Lodge at Otter Creek Senior Living Community August 2007 - June 2009
New York Life Insurance Company 2003 - 2007
New York Life Insurance Company 2003 - 2007
Famil Life Services of New England 1999 - 2003
Soundview Executive Book Summaries 1991 - 1999
Skills
Direct Marketing, Purchasing, Event Planning, Networking, Strategic Planning, Sales Management, Sales, Training, Marketing, Hospitality, Team Building, Budgets, Customer Satisfaction, Customer Service, Project Planning, Event Management, Fundraising, Marketing Strategy, Contract Negotiation, Leadership Development, New Business Development, Social Media, Recruiting, Public Speaking, Social Networking, Strategy, Time Management, Team Leadership, Business Planning, Advertising, Coaching, Social Media Marketing, Account Management, Public Relations, Leadership
Education
College of St. Joseph 1999 — 2002
BS, Business Administration
College of St. Joseph 1978 — 1982
Associates Degree, Liberal Studies
Mt. Abraham Union High School 1972 — 1978
Courtyard by Marriott Middlebury May 2010 - Present
Bristol Federated Church 1971 - 2011
The Lodge at Otter Creek Senior Living Community June 2009 - May 2010
The Lodge at Otter Creek Senior Living Community August 2007 - June 2009
New York Life Insurance Company 2003 - 2007
New York Life Insurance Company 2003 - 2007
Famil Life Services of New England 1999 - 2003
Soundview Executive Book Summaries 1991 - 1999
Skills
Direct Marketing, Purchasing, Event Planning, Networking, Strategic Planning, Sales Management, Sales, Training, Marketing, Hospitality, Team Building, Budgets, Customer Satisfaction, Customer Service, Project Planning, Event Management, Fundraising, Marketing Strategy, Contract Negotiation, Leadership Development, New Business Development, Social Media, Recruiting, Public Speaking, Social Networking, Strategy, Time Management, Team Leadership, Business Planning, Advertising, Coaching, Social Media Marketing, Account Management, Public Relations, Leadership
Education
College of St. Joseph 1999 — 2002
BS, Business Administration
College of St. Joseph 1978 — 1982
Associates Degree, Liberal Studies
Mt. Abraham Union High School 1972 — 1978
Lauren Rooney Lauren Rooney's New York Life Insurance Company Experience May 2013 - Present
Job Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2013 - Present
New York Life Insurance Company June 2011 - May 2013
CVS Caremark Corporation June 2009 - September 2011
Senator Charles E. Schumer's Office February 2007 - June 2007
Education
College of Mount Saint Vincent 2008 — 2012
Bachelor of Arts (B.A.), English
Saint Vincent Ferrer
New York Life Insurance Company May 2013 - Present
New York Life Insurance Company June 2011 - May 2013
CVS Caremark Corporation June 2009 - September 2011
Senator Charles E. Schumer's Office February 2007 - June 2007
Education
College of Mount Saint Vincent 2008 — 2012
Bachelor of Arts (B.A.), English
Saint Vincent Ferrer
Dennis Libby Dennis Libby's New York Life Insurance Company Experience 1979 - 1987
Job President, The Libby Financial Group
Industry Insurance
Experience
Self-employed January 1988 - Present
New York Life Insurance Company 1979 - 1987
Skills
Permanent Life Insurance, Term Life Insurance, Disability Insurance, Annuity Sales, Long Term Care Insurance, Life Settlements, How much life insurance..., Guaranteed Lifetime..., What kind of Life..., What is a Section 1035..., What is a Mutual Life..., What is a Stock Life..., What is an Indexed Life..., Do I need to worry..., Life Insurance, Long-term Care, Fixed Annuities, IRAs, Wealth Management, Retirement, Variable Annuities, Series 63, Insurance, Investment Strategies, Mutual Funds, Asset Allocation, Investments, Health Insurance, Group Insurance, Roth IRA, Securities, Retirement Planning, Estate Planning, Series 6, Financial Planners, Whole Life, Investment Management, Employee Benefits, Universal Life, Strategic Financial..., Brokers, Financial Advisory, Portfolio Management, Umbrella Insurance, Financial Planning, Pensions, Wealth, Investment Advisory, Series 7
Education
The American College 1974 — 1978
Charter Life Underwriter
College of the Holy Cross 1966 — 1970
Bachelor of Arts (B.A.), Political Science and Government
Self-employed January 1988 - Present
New York Life Insurance Company 1979 - 1987
Skills
Permanent Life Insurance, Term Life Insurance, Disability Insurance, Annuity Sales, Long Term Care Insurance, Life Settlements, How much life insurance..., Guaranteed Lifetime..., What kind of Life..., What is a Section 1035..., What is a Mutual Life..., What is a Stock Life..., What is an Indexed Life..., Do I need to worry..., Life Insurance, Long-term Care, Fixed Annuities, IRAs, Wealth Management, Retirement, Variable Annuities, Series 63, Insurance, Investment Strategies, Mutual Funds, Asset Allocation, Investments, Health Insurance, Group Insurance, Roth IRA, Securities, Retirement Planning, Estate Planning, Series 6, Financial Planners, Whole Life, Investment Management, Employee Benefits, Universal Life, Strategic Financial..., Brokers, Financial Advisory, Portfolio Management, Umbrella Insurance, Financial Planning, Pensions, Wealth, Investment Advisory, Series 7
Education
The American College 1974 — 1978
Charter Life Underwriter
College of the Holy Cross 1966 — 1970
Bachelor of Arts (B.A.), Political Science and Government
Scott Tally's New York Life Insurance Company Experience March 2008 - Present
Job Financial Adviser/Partner, Legacy Financial Group
Industry Financial Services
Experience
Legacy Financial Group, ltd November 2011 - Present
TLC Insurance Group, LLC May 2012 - Present
Northern Colorado Active 20/30 November 2010 - Present
New York Life Insurance Company March 2008 - Present
Ever-Green Turf Inc. February 2004 - January 2011
US Air Force March 1998 - December 2005
Skills
Insurance, Investments, Small Business, Retirement, Estate Planning, Retirement Planning, Financial Analysis, Asset Managment, Strategic Financial..., Health Insurance, Strategic Planning, Customer Service, Fixed Annuities, Asset Management, Financial Services, Finance, Long-term Care, Real Estate, Investment Properties, Term Life Insurance, IRAs, Disability Insurance, Life Insurance, Financial Planners
Education
Colorado State University 2005 — 2008
BSBA, Finance, Investment Analysis
Legacy Financial Group, ltd November 2011 - Present
TLC Insurance Group, LLC May 2012 - Present
Northern Colorado Active 20/30 November 2010 - Present
New York Life Insurance Company March 2008 - Present
Ever-Green Turf Inc. February 2004 - January 2011
US Air Force March 1998 - December 2005
Skills
Insurance, Investments, Small Business, Retirement, Estate Planning, Retirement Planning, Financial Analysis, Asset Managment, Strategic Financial..., Health Insurance, Strategic Planning, Customer Service, Fixed Annuities, Asset Management, Financial Services, Finance, Long-term Care, Real Estate, Investment Properties, Term Life Insurance, IRAs, Disability Insurance, Life Insurance, Financial Planners
Education
Colorado State University 2005 — 2008
BSBA, Finance, Investment Analysis
Clarence T. Smith Clarence T. Smith's New York Life Insurance Company Experience May 2010 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2010 - Present
Met Life September 2003 - May 2010
Education
College of DuPage 1991 — 1993
New York Life Insurance Company May 2010 - Present
Met Life September 2003 - May 2010
Education
College of DuPage 1991 — 1993
Anthony Cyranek Anthony Cyranek's New York Life Insurance Company Experience July 2014 - Present
Job Licensed Insurance Agent
Industry Insurance
Experience
New York Life Insurance Company July 2014 - Present
Self Employed Independent Sales October 2013 - July 2014
NNR Global Logistics February 2013 - October 2013
Stevens Global Logistics March 2011 - February 2013
R&L Global Logistics March 2010 - February 2011
CEVA Logistics April 2008 - February 2010
Self employed- insurance April 2004 - April 2008
Skills
LTL, Transportation, 3PL, Air Freight, Freight Forwarding, Account Management
Education
College of DuPage 1989 — 1992
AA, Business
Glenbard East High School 1987 — 1989
HS, Business
Montini Catholic High 1985 — 1987
New York Life Insurance Company July 2014 - Present
Self Employed Independent Sales October 2013 - July 2014
NNR Global Logistics February 2013 - October 2013
Stevens Global Logistics March 2011 - February 2013
R&L Global Logistics March 2010 - February 2011
CEVA Logistics April 2008 - February 2010
Self employed- insurance April 2004 - April 2008
Skills
LTL, Transportation, 3PL, Air Freight, Freight Forwarding, Account Management
Education
College of DuPage 1989 — 1992
AA, Business
Glenbard East High School 1987 — 1989
HS, Business
Montini Catholic High 1985 — 1987
Richard Dye Richard Dye's New York Life Insurance Company Experience November 2011 - December 2012
Job Territory Manager at Heartland Payment Systems
Industry Financial Services
Experience
Heartland Payment Systems May 2013 - Present
Heartland Payment Systems January 2013 - Present
New York Life Insurance Company November 2011 - December 2012
New York Life Insurance Company February 2011 - December 2012
East Commerce Solutions, Inc. September 2004 - February 2011
Presstek 2000 - 2001
ADT Security Services 1999 - 2000
Scitex America 1990 - 1995
Skills
Business Planning, Insurance, Retirement Planning, Employee Benefits, Investments, Annuities, Sales Support Tools, Marketing Communications, Fixed Annuities, Payment Card Processing, Payment Gateways, Payroll Services, Management, Sales Management, Small Business, Marketing, B2B, Sales Operations, Training, Leadership, E-commerce, Credit Cards, Merchant Services, Cold Calling, Selling, Direct Sales, Business Development, Customer Service, Contract Negotiation, Sales
Education
College of Charleston 1981 — 1985
BS, Political Science
Saint Dominics High School 1976 — 1980
HS
Heartland Payment Systems May 2013 - Present
Heartland Payment Systems January 2013 - Present
New York Life Insurance Company November 2011 - December 2012
New York Life Insurance Company February 2011 - December 2012
East Commerce Solutions, Inc. September 2004 - February 2011
Presstek 2000 - 2001
ADT Security Services 1999 - 2000
Scitex America 1990 - 1995
Skills
Business Planning, Insurance, Retirement Planning, Employee Benefits, Investments, Annuities, Sales Support Tools, Marketing Communications, Fixed Annuities, Payment Card Processing, Payment Gateways, Payroll Services, Management, Sales Management, Small Business, Marketing, B2B, Sales Operations, Training, Leadership, E-commerce, Credit Cards, Merchant Services, Cold Calling, Selling, Direct Sales, Business Development, Customer Service, Contract Negotiation, Sales
Education
College of Charleston 1981 — 1985
BS, Political Science
Saint Dominics High School 1976 — 1980
HS
Craig Pequette's New York Life Insurance Company Experience July 2013 - April 2014
Job Financial Advisor at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services May 2014 - Present
NYLIFE Securities LLC July 2013 - April 2014
New York Life Insurance Company July 2013 - April 2014
Penn Mutual September 2011 - July 2013
Jackson National Life May 2010 - August 2011
Strategic Financial Partners March 2009 - May 2010
Centennial Woods, LLC. August 2008 - December 2008
BlueLinx Corporation May 2004 - August 2008
Georgia-Pacific LLC February 2002 - May 2004
CCI/Triad October 2000 - February 2002
Skills
Retirement Planning, Estate Planning, 401 (k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Protection..., Small Business, Succession Planning, Wealth Preservation...
Education
Colorado State University
BA, Social Science
BancWest Investment Services May 2014 - Present
NYLIFE Securities LLC July 2013 - April 2014
New York Life Insurance Company July 2013 - April 2014
Penn Mutual September 2011 - July 2013
Jackson National Life May 2010 - August 2011
Strategic Financial Partners March 2009 - May 2010
Centennial Woods, LLC. August 2008 - December 2008
BlueLinx Corporation May 2004 - August 2008
Georgia-Pacific LLC February 2002 - May 2004
CCI/Triad October 2000 - February 2002
Skills
Retirement Planning, Estate Planning, 401 (k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Protection..., Small Business, Succession Planning, Wealth Preservation...
Education
Colorado State University
BA, Social Science
Eric S. Cox Eric S. Cox's New York Life Insurance Company Experience January 2002 - December 2012
Job President at Atlantic Coast Advisory Group of Charleston
Industry Financial Services
Experience
It's Your Business January 2014 - Present
Atlantic Coast Advisory Group of Charleston January 2013 - Present
New York Life Insurance Company January 2002 - December 2012
New York Life Insurance Company May 1997 - December 2001
Prudential Insurance March 1995 - May 1997
Prudential Insurance August 1993 - March 1995
Skills
Insurance, Financial Planners, Retirement Planning, Financial Advisory, Fixed Annuities, Retirement, Finance, Estate Planning, Investments, Long-term Care, Life Insurance, Marketing, IRAs, Disability Insurance, Strategic Financial..., Long Term Care Insurance, Securities, 401k, Asset Management, Mutual Funds, Term Life Insurance, Series 6, Series 7, Business Planning, Health Insurance
Education
College of Charleston 1989 — 1993
College of Charleston 1989 — 1992
Bachelor of Science in Business Administration, Business
It's Your Business January 2014 - Present
Atlantic Coast Advisory Group of Charleston January 2013 - Present
New York Life Insurance Company January 2002 - December 2012
New York Life Insurance Company May 1997 - December 2001
Prudential Insurance March 1995 - May 1997
Prudential Insurance August 1993 - March 1995
Skills
Insurance, Financial Planners, Retirement Planning, Financial Advisory, Fixed Annuities, Retirement, Finance, Estate Planning, Investments, Long-term Care, Life Insurance, Marketing, IRAs, Disability Insurance, Strategic Financial..., Long Term Care Insurance, Securities, 401k, Asset Management, Mutual Funds, Term Life Insurance, Series 6, Series 7, Business Planning, Health Insurance
Education
College of Charleston 1989 — 1993
College of Charleston 1989 — 1992
Bachelor of Science in Business Administration, Business
Cory Owens's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life helping individuals, families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Gap Inc./Banana Republic February 2014 - May 2015
Ralph Lauren February 2007 - December 2013
Tommy Hilfiger January 2004 - February 2007
KREX News Channel 5-CBS May 2000 - November 2001
Skills
Merchandising, Leadership, Sales, Store Management, Driving Results, Store Operations, Merchandise Planning, Loss Prevention, Customer Service, Thought Leadership, Team Management, Licensed Life and..., Retirement Income..., Whole Life Insurance, Life Insurance..., Retirement Planning, Term Life Insurance, Life Insurance, Building Effective...
Education
Colorado State University 1997 — 2000
Bachelor of Liberal Arts, Jorunalism/Communications
Fort Lewis College 1993 — 1995
N/A, General Studies
New York Life Insurance Company June 2015 - Present
Gap Inc./Banana Republic February 2014 - May 2015
Ralph Lauren February 2007 - December 2013
Tommy Hilfiger January 2004 - February 2007
KREX News Channel 5-CBS May 2000 - November 2001
Skills
Merchandising, Leadership, Sales, Store Management, Driving Results, Store Operations, Merchandise Planning, Loss Prevention, Customer Service, Thought Leadership, Team Management, Licensed Life and..., Retirement Income..., Whole Life Insurance, Life Insurance..., Retirement Planning, Term Life Insurance, Life Insurance, Building Effective...
Education
Colorado State University 1997 — 2000
Bachelor of Liberal Arts, Jorunalism/Communications
Fort Lewis College 1993 — 1995
N/A, General Studies
Jessica Middleton's New York Life Insurance Company Experience August 2009 - November 2010
Job RN Novato Unified School District
Industry Hospital & Health Care
Experience
Jessica Middleton November 2010 - May 2013
New York Life Insurance Company August 2009 - November 2010
Farmers Insurance March 2003 - April 2005
Skills
Marketing, Public Speaking, Long-term Care, Small Business, Insurance, Disability Insurance, Team Building, Life Insurance, Social Media, Customer Service, Nursing
Education
Sonoma State University 2015 — 2016
Bachelor’s Degree, Nursing- BSN, Public Health Nursing
College of Marin 2013 — 2015
Associate’s Degree, Registered Nursing/Registered Nurse
University of San Francisco 1991 — 1993
BA, Psychology
Lowell High School 1983 — 1987
Jessica Middleton November 2010 - May 2013
New York Life Insurance Company August 2009 - November 2010
Farmers Insurance March 2003 - April 2005
Skills
Marketing, Public Speaking, Long-term Care, Small Business, Insurance, Disability Insurance, Team Building, Life Insurance, Social Media, Customer Service, Nursing
Education
Sonoma State University 2015 — 2016
Bachelor’s Degree, Nursing- BSN, Public Health Nursing
College of Marin 2013 — 2015
Associate’s Degree, Registered Nursing/Registered Nurse
University of San Francisco 1991 — 1993
BA, Psychology
Lowell High School 1983 — 1987
Jamie Thomas Jamie Thomas's New York Life Insurance Company Experience January 2004 - January 2010
Job Account Executive at Thermocopy
Industry Information Technology and Services
Experience
Thermocopy March 2013 - Present
Ricoh Americas Corporation September 2011 - March 2013
Maxim Healthcare Services February 2010 - May 2011
New York Life Insurance Company January 2004 - January 2010
Skills
Sales, Customer-focused, Customer Service, Marketing, Consultative Approach, Solution Focused, Client Focus, Business Planning, Managed Services, Professional Services, IT Solutions, Software Solutions, Efficiency, Business Process...
Education
College of Charleston 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Central High School 1994 — 1997
High School Diploma
Thermocopy March 2013 - Present
Ricoh Americas Corporation September 2011 - March 2013
Maxim Healthcare Services February 2010 - May 2011
New York Life Insurance Company January 2004 - January 2010
Skills
Sales, Customer-focused, Customer Service, Marketing, Consultative Approach, Solution Focused, Client Focus, Business Planning, Managed Services, Professional Services, IT Solutions, Software Solutions, Efficiency, Business Process...
Education
College of Charleston 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Central High School 1994 — 1997
High School Diploma
Christina DuBois's New York Life Insurance Company Experience May 2014 - Present
Job Financial Services Professional with New York Life Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
Tile Restoration Inc. June 2008 - May 2014
United States Air Force July 2002 - July 2006
Skills
Sales, Sales Process, Sales Operations, Customer Service, Finance, Contract Negotiation, Account Management, Protection..., Retirement Planning, Strategic Planning, Team Building, Leadership, Insurance
Education
College of Charleston
Bachelor's degree, Economics
College of Charleston
Economics and Business Management
New York Life Insurance Company May 2014 - Present
Tile Restoration Inc. June 2008 - May 2014
United States Air Force July 2002 - July 2006
Skills
Sales, Sales Process, Sales Operations, Customer Service, Finance, Contract Negotiation, Account Management, Protection..., Retirement Planning, Strategic Planning, Team Building, Leadership, Insurance
Education
College of Charleston
Bachelor's degree, Economics
College of Charleston
Economics and Business Management
Ryland Hudnall's New York Life Insurance Company Experience January 2008 - April 2010
Job President and General Agent at MassMutual Financial Group The South Carolina Agency
Industry Financial Services
Experience
MassMutual Financial Group October 2014 - Present
Atlantic Coast Advisory Group of Charleston September 2013 - Present
MassMutual Financial Group May 2010 - September 2013
New York Life Insurance Company January 2008 - April 2010
New York Life Insurance Company June 2005 - January 2008
Skills
Employee Benefits, Financial Services, Retirement, Sales, Sales Management, Recruiting, Fixed Annuities, Retirement Planning, Life Insurance, Estate Planning, Wealth Management, Wealth Accumulation, Series 6, Series 63, Series 7, Insurance, Investments, Financial Advisory, IRAs, Finance, Management, Leadership
Education
College of Charleston 1996 — 2002
BA, Business/Communications
The American College
CLU, ChFC
MassMutual Financial Group October 2014 - Present
Atlantic Coast Advisory Group of Charleston September 2013 - Present
MassMutual Financial Group May 2010 - September 2013
New York Life Insurance Company January 2008 - April 2010
New York Life Insurance Company June 2005 - January 2008
Skills
Employee Benefits, Financial Services, Retirement, Sales, Sales Management, Recruiting, Fixed Annuities, Retirement Planning, Life Insurance, Estate Planning, Wealth Management, Wealth Accumulation, Series 6, Series 63, Series 7, Insurance, Investments, Financial Advisory, IRAs, Finance, Management, Leadership
Education
College of Charleston 1996 — 2002
BA, Business/Communications
The American College
CLU, ChFC
Trent H. Ortiz Trent H. Ortiz's New York Life Insurance Company Experience August 2015 - Present
Job Agent New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
Time Warner Cable August 2014 - August 2015
Sears Holdings Corporation August 2011 - June 2014
World Financial Group (WFG) October 2011 - September 2012
Modern Woodmen of America 2010 - July 2011
International Student Exchange 2007 - 2010
Springboard Education in America 2007 - 2009
The FBB Group, Ltd., (formerly First Business Brokers, Ltd.) 2005 - 2009
RE/MAX 1984 - 2005
Skills
Financial Planning, Portfolio Management, Term Life Insurance, Permanent Life Insurance, Health Insurance, Group Benefit Plans, Disability Insurance, Sales, Customer Service, Small Business, Mergers & Acquisitions, Investments, Real Estate, Retail, Marketing, Elementary Education, Basketball Coaching
Education
Western States University 1993 — 1995
BS, MBA, Business Administration-Real Estate
Colorado Northwestern Community College
General
Metropolitan State University of Denver
Business Administration
New York Life Insurance Company August 2015 - Present
Time Warner Cable August 2014 - August 2015
Sears Holdings Corporation August 2011 - June 2014
World Financial Group (WFG) October 2011 - September 2012
Modern Woodmen of America 2010 - July 2011
International Student Exchange 2007 - 2010
Springboard Education in America 2007 - 2009
The FBB Group, Ltd., (formerly First Business Brokers, Ltd.) 2005 - 2009
RE/MAX 1984 - 2005
Skills
Financial Planning, Portfolio Management, Term Life Insurance, Permanent Life Insurance, Health Insurance, Group Benefit Plans, Disability Insurance, Sales, Customer Service, Small Business, Mergers & Acquisitions, Investments, Real Estate, Retail, Marketing, Elementary Education, Basketball Coaching
Education
Western States University 1993 — 1995
BS, MBA, Business Administration-Real Estate
Colorado Northwestern Community College
General
Metropolitan State University of Denver
Business Administration
Victoria Kaminski Victoria Kaminski's New York Life Insurance Company Experience June 2011 - July 2012
Job Child Care Administrator
Industry Health, Wellness and Fitness
Experience
Thomas P. McCarty, LUTCF, NYLIFE Securities LLC August 2012 - November 2013
The Macintosh February 2013 - September 2013
Mad River Bar & Grille March 2012 - February 2013
New York Life Insurance Company June 2011 - July 2012
Club Light March 2010 - March 2012
Apex Broadcasting November 2010 - May 2011
Mad River Bar & Grille August 2008 - April 2010
CUTCO Cutlery June 2006 - August 2006
Skills
Decision Making, Time Management, Financial Planning, Strategic Financial..., Customer Service, Management, Finance, New Business Development, Marketing, Sales, Leadership, Analysis, Insurance, Project Planning, Microsoft Excel, Strategic Planning, Budgets, Microsoft Office, Public Speaking, Recruiting
Education
College of Charleston 2006 — 2010
Bachelor of Science, Business Administration
Roger Williams University 2005 — 2006
Communications
Bishop Guertin High School 2001 — 2005
High School Diploma
Thomas P. McCarty, LUTCF, NYLIFE Securities LLC August 2012 - November 2013
The Macintosh February 2013 - September 2013
Mad River Bar & Grille March 2012 - February 2013
New York Life Insurance Company June 2011 - July 2012
Club Light March 2010 - March 2012
Apex Broadcasting November 2010 - May 2011
Mad River Bar & Grille August 2008 - April 2010
CUTCO Cutlery June 2006 - August 2006
Skills
Decision Making, Time Management, Financial Planning, Strategic Financial..., Customer Service, Management, Finance, New Business Development, Marketing, Sales, Leadership, Analysis, Insurance, Project Planning, Microsoft Excel, Strategic Planning, Budgets, Microsoft Office, Public Speaking, Recruiting
Education
College of Charleston 2006 — 2010
Bachelor of Science, Business Administration
Roger Williams University 2005 — 2006
Communications
Bishop Guertin High School 2001 — 2005
High School Diploma
Elizabeth Trollinger's New York Life Insurance Company Experience June 2015 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
U.S. Bank 1995 - 2015
Skills
Life Insurance, Retirement Planning, Saving for Education, Income for Life, Investments
Education
Colorado State University 1983 — 1987
Colorado State University
Bachelor of Arts Journalism, Journalism
New York Life Insurance Company June 2015 - Present
U.S. Bank 1995 - 2015
Skills
Life Insurance, Retirement Planning, Saving for Education, Income for Life, Investments
Education
Colorado State University 1983 — 1987
Colorado State University
Bachelor of Arts Journalism, Journalism
Sarah Matott's New York Life Insurance Company Experience January 2012 - October 2014
Job Reporter at Carlsbad CurrentArgus
Industry Newspapers
Experience
Carlsbad Current-Argus November 2014 - Present
New York Life Insurance Company January 2012 - October 2014
Skills
Data Entry, Administrative..., Public Relations, Microsoft Excel, Databases, PowerPoint, Copy Editing, News Writing, Social Media, Facebook, Creative Writing
Education
Colorado State University-Pueblo 2010 — 2014
Bachelor of Arts (BA), Mass Communication/Media Studies, Senior
Colorado State University-Pueblo 2010 — 2014
Bachelor of Arts (BA), History, Senior
Carlsbad Current-Argus November 2014 - Present
New York Life Insurance Company January 2012 - October 2014
Skills
Data Entry, Administrative..., Public Relations, Microsoft Excel, Databases, PowerPoint, Copy Editing, News Writing, Social Media, Facebook, Creative Writing
Education
Colorado State University-Pueblo 2010 — 2014
Bachelor of Arts (BA), Mass Communication/Media Studies, Senior
Colorado State University-Pueblo 2010 — 2014
Bachelor of Arts (BA), History, Senior
Jeff Cook Jeff Cook's New York Life Insurance Company Experience June 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Panduit December 2013 - January 2015
Graybar Electric Company October 2011 - July 2013
Graybar Electric Company 2005 - 2010
Graybar Electric Company 1997 - 2005
Graybar Electric Company 1997 - 2002
Graybar Electric Company 1980 - 1997
US Navy 1977 - 1980
Skills
CRM, Cross-functional Team..., Management, Leadership, New Business Development, Sales, Business Planning, Marketing Strategy, Marketing, Strategic Planning, Contract Negotiation, Program Management, Budgets, Business Strategy, Customer Satisfaction, Sales Management, Strategy, Solution Selling, Account Management, Key Account Management, Pricing, Selling, Project Planning, Sales Operations, Training, Market Analysis, Sales Process, Forecasting, Direct Sales, Product Marketing, Logistics, B2B, P&L Management, Customer Service, Purchasing, Product Management, Sales Presentations, Competitive Analysis, Negotiation, Team Building, Market Planning, Cold Calling, Advertising, Channel Partners, Trade Shows, Product Development, Business Development, International Sales, Inventory Management, Salesforce.com
Education
Rutgers University 2007 — 2009
Supply Chain Management, Sales, Distribution, and Marketing Operations, General
Colorado Christian University 2010 — 2011
Biblical Studies
Dale Carnegie 1987 — 1988
Professional Presentations - How to Win Friends & Influence People
US Naval Training 1977 — 1978
Celestial Navigation, US Naval Training
New York Life Insurance Company June 2015 - Present
Panduit December 2013 - January 2015
Graybar Electric Company October 2011 - July 2013
Graybar Electric Company 2005 - 2010
Graybar Electric Company 1997 - 2005
Graybar Electric Company 1997 - 2002
Graybar Electric Company 1980 - 1997
US Navy 1977 - 1980
Skills
CRM, Cross-functional Team..., Management, Leadership, New Business Development, Sales, Business Planning, Marketing Strategy, Marketing, Strategic Planning, Contract Negotiation, Program Management, Budgets, Business Strategy, Customer Satisfaction, Sales Management, Strategy, Solution Selling, Account Management, Key Account Management, Pricing, Selling, Project Planning, Sales Operations, Training, Market Analysis, Sales Process, Forecasting, Direct Sales, Product Marketing, Logistics, B2B, P&L Management, Customer Service, Purchasing, Product Management, Sales Presentations, Competitive Analysis, Negotiation, Team Building, Market Planning, Cold Calling, Advertising, Channel Partners, Trade Shows, Product Development, Business Development, International Sales, Inventory Management, Salesforce.com
Education
Rutgers University 2007 — 2009
Supply Chain Management, Sales, Distribution, and Marketing Operations, General
Colorado Christian University 2010 — 2011
Biblical Studies
Dale Carnegie 1987 — 1988
Professional Presentations - How to Win Friends & Influence People
US Naval Training 1977 — 1978
Celestial Navigation, US Naval Training
Carol Lucking's New York Life Insurance Company Experience July 2015 - Present
Job Financial Services Professional with New York Life helping young professionals and families meet their financial goals
Industry Financial Services
Experience
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company July 2015 - Present
Denver Museum of Nature & Science October 2009 - June 2015
Northern Colorado Water Conservancy District 2007 - 2009
Skills
Museum Collections, Museums, Research, Management, ArcGIS, Google Earth, Science, Informal Education, Cataloging, Historical Research, Community Outreach, Volunteer Management, Museum Education, Science Education, Grant Writing, Natural History, Archival Research, Microsoft Office, Archives, Data Collection, Nonprofits, Digitization, Databases, Cultural Heritage, History, Field Work, GIS, 401k Rollovers, Education Funding..., Financial Services, Licensed Life and..., Whole Life Insurance, Variable Annuities, Building Relationships, Customer Service, Team Motivator, Time Management
Education
Colorado State University 2007 — 2009
Master of Arts (M.A.), History
DePauw University 2002 — 2006
Bachelor of Arts (B.A.), History, Anthropology, Geology
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company July 2015 - Present
Denver Museum of Nature & Science October 2009 - June 2015
Northern Colorado Water Conservancy District 2007 - 2009
Skills
Museum Collections, Museums, Research, Management, ArcGIS, Google Earth, Science, Informal Education, Cataloging, Historical Research, Community Outreach, Volunteer Management, Museum Education, Science Education, Grant Writing, Natural History, Archival Research, Microsoft Office, Archives, Data Collection, Nonprofits, Digitization, Databases, Cultural Heritage, History, Field Work, GIS, 401k Rollovers, Education Funding..., Financial Services, Licensed Life and..., Whole Life Insurance, Variable Annuities, Building Relationships, Customer Service, Team Motivator, Time Management
Education
Colorado State University 2007 — 2009
Master of Arts (M.A.), History
DePauw University 2002 — 2006
Bachelor of Arts (B.A.), History, Anthropology, Geology
Julissa Rodriguez Julissa Rodriguez's New York Life Insurance Company Experience July 2012 - January 2015
Job Human Resources Manager/HRBP at The New York Times
Industry Marketing and Advertising
Experience
The New York Times June 2015 - Present
Weight Watchers January 2015 - March 2015
New York Life Insurance Company July 2012 - January 2015
New York Life Insurance Company November 2010 - July 2012
Morgan Stanley September 2009 - November 2010
Merrill Lynch October 2007 - March 2009
Time Warner Cable July 2006 - October 2007
Skills
Onboarding, Employee Relations, HRIS, Applicant Tracking..., Human Resources, Employee Benefits, College Recruiting, Talent Acquisition, Recruiting, Benefits Administration, Talent Management, Performance Management, New Hire Orientations, PeopleSoft, Interviews, Succession Planning
Education
New York University 2013 — 2016
Masters of Science (MS), Human Resources Management
Villanova University 2007 — 2007
Certificate, Human Resources Management
College of the Holy Cross 2002 — 2006
Bachelor of Arts, Sociology
The New York Times June 2015 - Present
Weight Watchers January 2015 - March 2015
New York Life Insurance Company July 2012 - January 2015
New York Life Insurance Company November 2010 - July 2012
Morgan Stanley September 2009 - November 2010
Merrill Lynch October 2007 - March 2009
Time Warner Cable July 2006 - October 2007
Skills
Onboarding, Employee Relations, HRIS, Applicant Tracking..., Human Resources, Employee Benefits, College Recruiting, Talent Acquisition, Recruiting, Benefits Administration, Talent Management, Performance Management, New Hire Orientations, PeopleSoft, Interviews, Succession Planning
Education
New York University 2013 — 2016
Masters of Science (MS), Human Resources Management
Villanova University 2007 — 2007
Certificate, Human Resources Management
College of the Holy Cross 2002 — 2006
Bachelor of Arts, Sociology
Alexander Milone's New York Life Insurance Company Experience November 2014 - April 2015
Job Legal Assistant at Mullen & McGourty
Industry Legal Services
Experience
Mullen & McGourty May 2015 - Present
New York Life Insurance Company November 2014 - April 2015
WCHC 88.1FM Worcester's Only Alternative Source September 2012 - May 2014
College of the Holy Cross September 2012 - May 2014
CVS Caremark Corporation June 2009 - January 2014
Attitash Mountain Resort December 2008 - March 2009
Skills
Pharmacy, Pharmaceutical Industry, Language Teaching, Guitarist, Music, Microsoft Office, Outstanding..., Prescription Drugs, Languages, Writing, Cpr Certified, Patient Safety, Audience Analysis, Medical Terminology, Clinical Research, Healthcare, Time Management, Customer Service, Composition, Team Work, Friendly Personality, Always Punctual, Learning Quickly, Text Editing, Teamwork
Education
College of the Holy Cross 2010 — 2014
Bachelor's Degree, Classics and Classical Languages, Literatures, and Linguistics
College of the Holy Cross 2010 — 2014
Bachelor's Degree, Music Theory and Composition, and Music History
St. John's Preparatory School 2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
Mullen & McGourty May 2015 - Present
New York Life Insurance Company November 2014 - April 2015
WCHC 88.1FM Worcester's Only Alternative Source September 2012 - May 2014
College of the Holy Cross September 2012 - May 2014
CVS Caremark Corporation June 2009 - January 2014
Attitash Mountain Resort December 2008 - March 2009
Skills
Pharmacy, Pharmaceutical Industry, Language Teaching, Guitarist, Music, Microsoft Office, Outstanding..., Prescription Drugs, Languages, Writing, Cpr Certified, Patient Safety, Audience Analysis, Medical Terminology, Clinical Research, Healthcare, Time Management, Customer Service, Composition, Team Work, Friendly Personality, Always Punctual, Learning Quickly, Text Editing, Teamwork
Education
College of the Holy Cross 2010 — 2014
Bachelor's Degree, Classics and Classical Languages, Literatures, and Linguistics
College of the Holy Cross 2010 — 2014
Bachelor's Degree, Music Theory and Composition, and Music History
St. John's Preparatory School 2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
Joseph McCutchen Joseph McCutchen's New York Life Insurance Company Experience May 2015 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2015 - Present
Texans Credit Union January 2013 - April 2015
InTouch Credit Union January 2009 - 2012
Wells Fargo 2006 - 2009
Skills
Loans, Consumer Lending, Credit, Credit Analysis, Branch Management, Credit Unions, Sales, Retail Banking, Risk Management, Loan Origination, Financial Analysis, Customer Service, Mortgage Lending, Cross Selling, Problem Solving, Networking, Customer Insight, Finance, Training, Team Management, Cash Management, Management, Branch Banking, Refinance, Operations Management, Team Building, Coaching, Relationship Management, Leadership, Underwriting, Banking, Customer Satisfaction, Budget Management, Customer Retention
Education
Collin County Community College 2007 — 2009
Business, Management, Marketing, and Related Support Services
New York Life Insurance Company May 2015 - Present
Texans Credit Union January 2013 - April 2015
InTouch Credit Union January 2009 - 2012
Wells Fargo 2006 - 2009
Skills
Loans, Consumer Lending, Credit, Credit Analysis, Branch Management, Credit Unions, Sales, Retail Banking, Risk Management, Loan Origination, Financial Analysis, Customer Service, Mortgage Lending, Cross Selling, Problem Solving, Networking, Customer Insight, Finance, Training, Team Management, Cash Management, Management, Branch Banking, Refinance, Operations Management, Team Building, Coaching, Relationship Management, Leadership, Underwriting, Banking, Customer Satisfaction, Budget Management, Customer Retention
Education
Collin County Community College 2007 — 2009
Business, Management, Marketing, and Related Support Services
Jeff F. Harris IV Jeff F. Harris IV's New York Life Insurance Company Experience May 2014 - Present
Job Agent with New York Life helping individuals and business owners create, build, and preserve wealth with great passion
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
DialAmerica February 2014 - June 2014
Classic Marketing Concepts INC. June 2013 - February 2014
Macy's January 2013 - May 2013
Prudential Financial July 2012 - January 2013
St. Aloysius Education Clinic June 2004 - August 2012
Holy Cross August 2011 - May 2012
Skills
Life Insurance, Retirement Planning, Leadership, Customer Service, Social Media Marketing, Sales Process, Business Relationship..., Legacy Planning, Multi-Generational..., Income Protection, Education Funding..., Long Term Care Insurance, Microsoft Excel, Finance, Community Outreach
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Sociology Major, Philosophy Minor, Africana Studies Concentration
Rice High School 2004 — 2008
High School, Becoming your brothers keeper
New York Life Insurance Company May 2014 - Present
DialAmerica February 2014 - June 2014
Classic Marketing Concepts INC. June 2013 - February 2014
Macy's January 2013 - May 2013
Prudential Financial July 2012 - January 2013
St. Aloysius Education Clinic June 2004 - August 2012
Holy Cross August 2011 - May 2012
Skills
Life Insurance, Retirement Planning, Leadership, Customer Service, Social Media Marketing, Sales Process, Business Relationship..., Legacy Planning, Multi-Generational..., Income Protection, Education Funding..., Long Term Care Insurance, Microsoft Excel, Finance, Community Outreach
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, Sociology Major, Philosophy Minor, Africana Studies Concentration
Rice High School 2004 — 2008
High School, Becoming your brothers keeper
Sean M. McCarthy Sean M. McCarthy's New York Life Insurance Company Experience August 1987 - June 1989
Job Volunteer Cystic Fibrosis Foundation
Industry Nonprofit Organization Management
Experience
Cystic Fibrosis Foundation January 2012 - Present
Genentech June 2010 - January 2011
Roche June 2000 - June 2010
Roche June 1996 - June 2000
Roche June 1990 - June 1996
Transamerica Life Insurance Company June 1989 - June 1990
New York Life Insurance Company August 1987 - June 1989
Skills
Pharmaceutical Sales, Sales Skills, Hospital Sales, Business Development, Infectious Diseases, Anesthesiology, Gastroenterology, Internal Medicine, Fundraising, Public Speaking, Marketing, Sales, New Business Development, Marketing Strategy
Education
College of the Holy Cross 1983 — 1987
Bachelor of Arts (B.A.), Economics
St. John's High School 1979 — 1983
Cystic Fibrosis Foundation January 2012 - Present
Genentech June 2010 - January 2011
Roche June 2000 - June 2010
Roche June 1996 - June 2000
Roche June 1990 - June 1996
Transamerica Life Insurance Company June 1989 - June 1990
New York Life Insurance Company August 1987 - June 1989
Skills
Pharmaceutical Sales, Sales Skills, Hospital Sales, Business Development, Infectious Diseases, Anesthesiology, Gastroenterology, Internal Medicine, Fundraising, Public Speaking, Marketing, Sales, New Business Development, Marketing Strategy
Education
College of the Holy Cross 1983 — 1987
Bachelor of Arts (B.A.), Economics
St. John's High School 1979 — 1983
Aaron Burden Aaron Burden's New York Life Insurance Company Experience March 2015 - August 2015
Job Uber is a technology company helping connect people to drivers and goods to get from point A to B.
Industry Consumer Services
Experience
Uber August 2015 - Present
New York Life Insurance Company March 2015 - August 2015
Transworld Systems January 2015 - April 2015
J. Burden & Associates April 2009 - March 2015
American InterContinental University July 2013 - December 2014
American InterContinental University August 2009 - July 2013
3M Corporation June 2008 - February 2009
Wal-Mart Batavia, IL September 2006 - January 2008
Vector Marketing Orland Park, IL May 2006 - August 2007
Ashburn Family Community Center, Chicago, IL May 2003 - August 2005
Skills
Leadership, Marketing, Strategy, Management, Customer Service, Direct Marketing, Sales, Marketing Management, Social Networking, Business Development, Strategic Planning, PowerPoint, Microsoft Office, Social Media, Analysis, Coaching, Advertising, Creative Direction, Business Strategy, Business Process..., Screenwriting, Creative Writing, Social Media Marketing, Entrepreneurship, Online Marketing, Team Building, Market Research, Consulting, Lead Generation, Online Advertising, Marketing Strategy, Entertainment, Email Marketing, Business Planning, Time Management, Microsoft Excel, Research, Retirement Planning, Life Insurance, Estate Planning, Small Business, Gifting Strategies, Wealth Preservation..., Employee Benefits, Sales Process, Business Networking, Lead Ge, Direct Sales, Stra
Education
Colorado Technical University 2012 — 2013
Master's degree, Criminal Justice/Police Science, 3.86/4.00
Northern Illinois University 2006 — 2009
B.S., Business Marketing
Uber August 2015 - Present
New York Life Insurance Company March 2015 - August 2015
Transworld Systems January 2015 - April 2015
J. Burden & Associates April 2009 - March 2015
American InterContinental University July 2013 - December 2014
American InterContinental University August 2009 - July 2013
3M Corporation June 2008 - February 2009
Wal-Mart Batavia, IL September 2006 - January 2008
Vector Marketing Orland Park, IL May 2006 - August 2007
Ashburn Family Community Center, Chicago, IL May 2003 - August 2005
Skills
Leadership, Marketing, Strategy, Management, Customer Service, Direct Marketing, Sales, Marketing Management, Social Networking, Business Development, Strategic Planning, PowerPoint, Microsoft Office, Social Media, Analysis, Coaching, Advertising, Creative Direction, Business Strategy, Business Process..., Screenwriting, Creative Writing, Social Media Marketing, Entrepreneurship, Online Marketing, Team Building, Market Research, Consulting, Lead Generation, Online Advertising, Marketing Strategy, Entertainment, Email Marketing, Business Planning, Time Management, Microsoft Excel, Research, Retirement Planning, Life Insurance, Estate Planning, Small Business, Gifting Strategies, Wealth Preservation..., Employee Benefits, Sales Process, Business Networking, Lead Ge, Direct Sales, Stra
Education
Colorado Technical University 2012 — 2013
Master's degree, Criminal Justice/Police Science, 3.86/4.00
Northern Illinois University 2006 — 2009
B.S., Business Marketing
Benjamin Koons's New York Life Insurance Company Experience January 2015 - April 2015
Job Project Management Intern at EuCham European Chamber
Industry International Trade and Development
Experience
EuCham - European Chamber August 2015 - Present
New York Life Insurance Company January 2015 - April 2015
Cintas June 2013 - September 2014
Front Range Legal Process Service August 2012 - January 2014
7th Judicial District Attorney's Office of Fort Collins May 2012 - August 2012
Skills
Microsoft Excel, Training, Management, Accounts Payable, Accounts Receivable, Invoicing, Account Reconciliation, Great Plains Software, General Ledger, QuickBooks, Accounting, Expenses, Outlook, Accruals, Finance, Microsoft Office, Customer Service, Leadership, Teamwork, Time Management, Microsoft Word, Sales, Marketing, Research, Social Networking, Financial Analysis, Analysis, Financial Modeling, Strategic Planning, Budgets, Facebook, Investments, Business Strategy
Education
Colorado State University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Corporate Finance
The American University of Rome 2014 — 2014
Corporate and International Finance, Junior Year
EuCham - European Chamber August 2015 - Present
New York Life Insurance Company January 2015 - April 2015
Cintas June 2013 - September 2014
Front Range Legal Process Service August 2012 - January 2014
7th Judicial District Attorney's Office of Fort Collins May 2012 - August 2012
Skills
Microsoft Excel, Training, Management, Accounts Payable, Accounts Receivable, Invoicing, Account Reconciliation, Great Plains Software, General Ledger, QuickBooks, Accounting, Expenses, Outlook, Accruals, Finance, Microsoft Office, Customer Service, Leadership, Teamwork, Time Management, Microsoft Word, Sales, Marketing, Research, Social Networking, Financial Analysis, Analysis, Financial Modeling, Strategic Planning, Budgets, Facebook, Investments, Business Strategy
Education
Colorado State University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Corporate Finance
The American University of Rome 2014 — 2014
Corporate and International Finance, Junior Year
Gunnar Haynes's New York Life Insurance Company Experience June 2015 - Present
Job CSU Student at Colorado State University
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Slyce Pizza Co. December 2014 - Present
CO's BMW Center May 2012 - August 2012
Schumacher Installation May 2010 - August 2011
Eaton Country Club May 2006 - August 2009
Skills
Work Very Well with..., Easy to Talk to, Communicate Clearly, Hard Worker, Computer Proficiency, Motivated self-starter, Leadership, Communication, Customer Service, Sales, Time Management, Teamwork, Problem Solving, Microsoft Word, Marketing Strategy, Management, B2B Marketing, Sports, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Social Networking
Education
Colorado State University 2011 — 2015
Economics and Business Administration, Economics
Colorado State University 2011 — 2015
Economics, Senior
New York Life Insurance Company June 2015 - Present
Slyce Pizza Co. December 2014 - Present
CO's BMW Center May 2012 - August 2012
Schumacher Installation May 2010 - August 2011
Eaton Country Club May 2006 - August 2009
Skills
Work Very Well with..., Easy to Talk to, Communicate Clearly, Hard Worker, Computer Proficiency, Motivated self-starter, Leadership, Communication, Customer Service, Sales, Time Management, Teamwork, Problem Solving, Microsoft Word, Marketing Strategy, Management, B2B Marketing, Sports, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Social Networking
Education
Colorado State University 2011 — 2015
Economics and Business Administration, Economics
Colorado State University 2011 — 2015
Economics, Senior
Yesenia R. Rivera's New York Life Insurance Company Experience January 2013 - June 2013
Job Principal | Contractors Licensing Director
Industry Construction
Experience
Contractors Licensing Services 2010 - Present
New York Life Insurance Company January 2013 - June 2013
Owner Xpress Field Services January 2007 - December 2010
Proscapes Co January 2003 - September 2007
Skills
Strategic Planning, Public Speaking, Property Management, Team Building, Contract Negotiation, Customer Service, Nonprofits, Curriculum Development, Leadership Development, Educational Workshops, Adult Education, Public Relations, Marketing Research, Events, Business Planning, Vendor Contracts, Advertising, Contractors, Construction, Interpreting, Document Translation, Medical Interpreting, Entrepreneurship, Property Preservation, Resume Writing, Interviewing Skills, Marketing for Small..., Permanent Life Insurance, Life & Health Insurance..., Licensed Contractor, Business Process, Long Term Business..., Consultas en Espanol, Code Enforcement, Property..., Marketing, Community Development, Property, Asset Management, Life Insurance, Leadership, Budgets, Insurance, Management, Small Business, Translation, Sales, Training, Social Media, Project Management
Education
Southern California School of Interpretation 2011 — 2013
Certificate, Certified Court Interpreter
College of the Sequoias 2003 — 2005
Certification, Court Interpreting
Monache High School 1999 — 2002
HS Diploma, Business General
Contractors Licensing Services 2010 - Present
New York Life Insurance Company January 2013 - June 2013
Owner Xpress Field Services January 2007 - December 2010
Proscapes Co January 2003 - September 2007
Skills
Strategic Planning, Public Speaking, Property Management, Team Building, Contract Negotiation, Customer Service, Nonprofits, Curriculum Development, Leadership Development, Educational Workshops, Adult Education, Public Relations, Marketing Research, Events, Business Planning, Vendor Contracts, Advertising, Contractors, Construction, Interpreting, Document Translation, Medical Interpreting, Entrepreneurship, Property Preservation, Resume Writing, Interviewing Skills, Marketing for Small..., Permanent Life Insurance, Life & Health Insurance..., Licensed Contractor, Business Process, Long Term Business..., Consultas en Espanol, Code Enforcement, Property..., Marketing, Community Development, Property, Asset Management, Life Insurance, Leadership, Budgets, Insurance, Management, Small Business, Translation, Sales, Training, Social Media, Project Management
Education
Southern California School of Interpretation 2011 — 2013
Certificate, Certified Court Interpreter
College of the Sequoias 2003 — 2005
Certification, Court Interpreting
Monache High School 1999 — 2002
HS Diploma, Business General
Brett Swearingen's New York Life Insurance Company Experience March 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
Skills
Life Insurance, Long-term Care, Fixed Annuities, Buy-sell Agreements, Customer Service, Legacies, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Risk Management, Networking, PowerPoint, Accounting, Teamwork, Investments
Education
Fort Lewis College 2010 — 2013
Bachelor's Degree, Finance, 3.0
Colorado Mesa University 2008 — 2010
Business Administration, General
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
Skills
Life Insurance, Long-term Care, Fixed Annuities, Buy-sell Agreements, Customer Service, Legacies, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Risk Management, Networking, PowerPoint, Accounting, Teamwork, Investments
Education
Fort Lewis College 2010 — 2013
Bachelor's Degree, Finance, 3.0
Colorado Mesa University 2008 — 2010
Business Administration, General
Royce Cappis Royce Cappis's New York Life Insurance Company Experience May 2011 - Present
Job Financial Services Professional at New York Life Insurance Company/NYLIFE Securities
Industry Financial Services
Experience
New York Life Insurance Company May 2011 - Present
Skills
Investments, Retirement Planning, 401(k) Rollovers, Strategic Planning, Licensed Life Insurance..., Financial Services, Personal Finance, Licensed in Long-Term..., Marketing, Sales, Social Media, Analysis
Education
Colorado State University-Pueblo 2007 — 2011
New York Life Insurance Company May 2011 - Present
Skills
Investments, Retirement Planning, 401(k) Rollovers, Strategic Planning, Licensed Life Insurance..., Financial Services, Personal Finance, Licensed in Long-Term..., Marketing, Sales, Social Media, Analysis
Education
Colorado State University-Pueblo 2007 — 2011
Yvette Peguero Orie Yvette Peguero Orie's New York Life Insurance Company Experience March 2013 - Present
Job IT Technical Recruiter TEK Systems
Industry Staffing and Recruiting
Experience
TEKsystems August 2015 - Present
New York Life Insurance Company March 2013 - Present
Verizon Wireless April 2008 - March 2013
Skills
Leadership, Management, Marketing, Public Speaking, New Business Development, Sales, Solution Selling, Finance, Sales Management, Life Insurance, Quotas, Wealth Accumulation, Retirement Planning, SMB, Customer Retention, Training, Cold Calling, Telecommunications, Wireless, Social Networking
Education
College of Mount Saint Vincent 2008 — 2010
B.A, Business
SUNY Westchester Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Business Administration
TEKsystems August 2015 - Present
New York Life Insurance Company March 2013 - Present
Verizon Wireless April 2008 - March 2013
Skills
Leadership, Management, Marketing, Public Speaking, New Business Development, Sales, Solution Selling, Finance, Sales Management, Life Insurance, Quotas, Wealth Accumulation, Retirement Planning, SMB, Customer Retention, Training, Cold Calling, Telecommunications, Wireless, Social Networking
Education
College of Mount Saint Vincent 2008 — 2010
B.A, Business
SUNY Westchester Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Business Administration
Mel C Boyd Mel C Boyd's New York Life Insurance Company Experience December 2013 - January 2015
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
New York Life Insurance Company December 2013 - January 2015
Advent Medical Supplies September 2012 - January 2014
WINGS for kids, Inc. August 2009 - December 2012
College of Charleston May 2010 - November 2012
College of Charleston July 2011 - May 2012
Skills
Leadership, Retirement Planning, Long Term Care Insurance, Grandchild Gifting, Estate Planning, Charitable Giving, Permanent Life Insurance, Business Networking, 401k Rollovers, Wealth Management, Disability Insurance, Financial Modeling
Education
College of Charleston 2009 — 2013
Bachelor's Degree, Business/Corporate Communications
MassMutual Financial Group January 2015 - Present
New York Life Insurance Company December 2013 - January 2015
Advent Medical Supplies September 2012 - January 2014
WINGS for kids, Inc. August 2009 - December 2012
College of Charleston May 2010 - November 2012
College of Charleston July 2011 - May 2012
Skills
Leadership, Retirement Planning, Long Term Care Insurance, Grandchild Gifting, Estate Planning, Charitable Giving, Permanent Life Insurance, Business Networking, 401k Rollovers, Wealth Management, Disability Insurance, Financial Modeling
Education
College of Charleston 2009 — 2013
Bachelor's Degree, Business/Corporate Communications
Mitch Lobban's New York Life Insurance Company Experience February 2015 - March 2015
Job Senior Mortgage Banker at loanDepot LLC
Industry Financial Services
Experience
loanDepot LLC March 2015 - Present
New York Life Insurance Company February 2015 - March 2015
InTouch Credit Union March 2014 - February 2015
BlueSky Lending, LC August 2013 - March 2014
JPMorgan Chase December 2007 - August 2013
Skills
Loans, Refinance, Banking, Credit, Finance, Loan Origination, Mortgage Lending, Mortgage Banking, Credit Analysis, FHA, Life Insurance, Health Insurance, Portfolio Management, Commercial Banking, Series 63, Commercial Lending, Retail Banking, FHA Financing, Customer Service, VA Loans, Residential Mortgages, Financial Analysis, Credit Risk
Education
Collin County Community College
loanDepot LLC March 2015 - Present
New York Life Insurance Company February 2015 - March 2015
InTouch Credit Union March 2014 - February 2015
BlueSky Lending, LC August 2013 - March 2014
JPMorgan Chase December 2007 - August 2013
Skills
Loans, Refinance, Banking, Credit, Finance, Loan Origination, Mortgage Lending, Mortgage Banking, Credit Analysis, FHA, Life Insurance, Health Insurance, Portfolio Management, Commercial Banking, Series 63, Commercial Lending, Retail Banking, FHA Financing, Customer Service, VA Loans, Residential Mortgages, Financial Analysis, Credit Risk
Education
Collin County Community College
Meghan Heimstra's New York Life Insurance Company Experience November 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Health, Wellness and Fitness
Experience
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company November 2014 - Present
Allura Skin, Laser & Wellness Clinic June 2014 - February 2015
Miramont Lifestyle Fitness September 2013 - May 2014
Colorado State University Athletics May 2013 - June 2013
Miramont Lifestyle Fitness May 2012 - May 2013
Miramont Lifestyle Fitness May 2012 - May 2013
Colorado State University Athletics August 2008 - March 2013
Colorado State University January 2011 - July 2011
Pulmonary Rehabilitation Poudre Valley Hospital August 2010 - January 2011
Skills
Fitness, Time Management, Marketing, Recruiting, Rehabilitation, Hospitals, Cpr Certified, Event Planning, Nutrition, Public Speaking, PowerPoint, Community Outreach, Microsoft Office, Management, Budgets
Education
Colorado State University 2008 — 2012
Bachelor of Applied Science (BASc), Health and Wellness, General
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company November 2014 - Present
Allura Skin, Laser & Wellness Clinic June 2014 - February 2015
Miramont Lifestyle Fitness September 2013 - May 2014
Colorado State University Athletics May 2013 - June 2013
Miramont Lifestyle Fitness May 2012 - May 2013
Miramont Lifestyle Fitness May 2012 - May 2013
Colorado State University Athletics August 2008 - March 2013
Colorado State University January 2011 - July 2011
Pulmonary Rehabilitation Poudre Valley Hospital August 2010 - January 2011
Skills
Fitness, Time Management, Marketing, Recruiting, Rehabilitation, Hospitals, Cpr Certified, Event Planning, Nutrition, Public Speaking, PowerPoint, Community Outreach, Microsoft Office, Management, Budgets
Education
Colorado State University 2008 — 2012
Bachelor of Applied Science (BASc), Health and Wellness, General
Collette HJ. Kim's New York Life Insurance Company Experience 1985 - 1986
Job Founder/Owner/CEO/President, Bronx Inc.
Industry Retail
Experience
Bronx Inc. November 2003 - Present
Fashion Shake May 2002 - May 2005
Ok Mart April 1999 - May 2005
Lucent Technology January 2001 - May 2001
New York Life Insurance Company 1985 - 1986
Skills
Marketing, Sales, Advertising, Management, Marketing Strategy, Training, Business Planning, Networking, Retail, Customer Service
Education
University of Central Oklahoma - College of Business 1999 — 2001
MBA, Business
University of Oklahoma - Price College of Business 1992 — 1994
BBA, Management Information System
University of Hawaii at Leeward Community College 1985 — 1989
AA, Liberal Art
Olympic College 1985 — 1986
GED, English/ Language
Bronx Inc. November 2003 - Present
Fashion Shake May 2002 - May 2005
Ok Mart April 1999 - May 2005
Lucent Technology January 2001 - May 2001
New York Life Insurance Company 1985 - 1986
Skills
Marketing, Sales, Advertising, Management, Marketing Strategy, Training, Business Planning, Networking, Retail, Customer Service
Education
University of Central Oklahoma - College of Business 1999 — 2001
MBA, Business
University of Oklahoma - Price College of Business 1992 — 1994
BBA, Management Information System
University of Hawaii at Leeward Community College 1985 — 1989
AA, Liberal Art
Olympic College 1985 — 1986
GED, English/ Language
Tom McCarty, LUTCF Tom McCarty, LUTCF's New York Life Insurance Company Experience August 2004 - Present
Job President, Williamson McCarty and Associates, LLC. Registered Representative at NYLIFE Securities LLC.
Industry Financial Services
Experience
New York Life Insurance Company August 2004 - Present
NYLIFE Securities LLC. August 2004 - Present
New York Life Insurance Company November 2006 - December 2009
Skills
Retirement, Investments, Insurance, Fixed Annuities, Financial Planners, Disability Insurance, IRAs, Finance, Life Insurance, Long Term Care Insurance, Long-term Care, Strategic Financial..., Wealth Management, Retirement Planning, Management, Estate Planning, Financial Analysis, Analysis, Financial Services, Loans, Strategy, Mutual Funds, 401k, Portfolio Management, Sales, Banking, Term Life Insurance, Investment Advisory, Securities, 401k Rollovers, College Savings Plans, Variable Annuities
Education
College of Charleston 2000 — 2004
Business Administration, Finance Concentration
New York Life Insurance Company August 2004 - Present
NYLIFE Securities LLC. August 2004 - Present
New York Life Insurance Company November 2006 - December 2009
Skills
Retirement, Investments, Insurance, Fixed Annuities, Financial Planners, Disability Insurance, IRAs, Finance, Life Insurance, Long Term Care Insurance, Long-term Care, Strategic Financial..., Wealth Management, Retirement Planning, Management, Estate Planning, Financial Analysis, Analysis, Financial Services, Loans, Strategy, Mutual Funds, 401k, Portfolio Management, Sales, Banking, Term Life Insurance, Investment Advisory, Securities, 401k Rollovers, College Savings Plans, Variable Annuities
Education
College of Charleston 2000 — 2004
Business Administration, Finance Concentration
Timothy DiMarco Timothy DiMarco's New York Life Insurance Company Experience June 2000 - March 2001
Job Director & Associate General Counsel at Citigroup
Industry Financial Services
Experience
Citi October 2006 - Present
Bronx County District Attorney Office August 2001 - September 2006
New York Life Insurance Company June 2000 - March 2001
Schroders June 1999 - April 2000
Skills
Due Diligence, Litigation, Criminal Law, Courts, Trials, Corporate Law, Fraud, Hearings, Hedge Funds, Intellectual Property, Legal Issues, Legal Research, Legal Writing, Licensing, Private Investigations, Securities
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Executive Master of Public Administration, International Economic Policy and Management
New York Law School 1998 — 2001
Doctor of Law (J.D.), Law
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), History/Philosophy
Oxford University, Mansfield College 1996 — 1997
History/Philosophy
Citi October 2006 - Present
Bronx County District Attorney Office August 2001 - September 2006
New York Life Insurance Company June 2000 - March 2001
Schroders June 1999 - April 2000
Skills
Due Diligence, Litigation, Criminal Law, Courts, Trials, Corporate Law, Fraud, Hearings, Hedge Funds, Intellectual Property, Legal Issues, Legal Research, Legal Writing, Licensing, Private Investigations, Securities
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Executive Master of Public Administration, International Economic Policy and Management
New York Law School 1998 — 2001
Doctor of Law (J.D.), Law
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), History/Philosophy
Oxford University, Mansfield College 1996 — 1997
History/Philosophy
Jordan Kurtz Jordan Kurtz's New York Life Insurance Company Experience January 2014 - May 2014
Job Solutions Specialist
Industry Retail
Experience
Verizon Wireless November 2014 - Present
Parkview Medical Center August 2013 - November 2014
Elmwood Golf Course May 2014 - October 2014
Centennial High School May 2008 - July 2014
New York Life Insurance Company January 2014 - May 2014
DREAMS Management December 2012 - May 2013
CSU OnlinePlus August 2012 - May 2013
USA Gold Wellness Group September 2012 - December 2012
Pro Image Capz May 2012 - September 2012
The Rocky Mountain Collegian October 2011 - April 2012
Skills
Social Media, Microsoft Office, Public Relations, PowerPoint, Photoshop, Event Planning, Microsoft Word, Microsoft Excel, Public Speaking, Facebook, Editing, Research, Press Releases, Event Management, Blogging, Social Networking, Customer Service, Social Media Marketing, Media Relations, Conflict Management, Conflict Resolution
Education
Colorado State University 2008 — 2013
Bachelor of Arts (B.A.), Journalism and Technical Communications with a Public Relations Concentration
Colorado State University-Pueblo 2010 — 2011
Verizon Wireless November 2014 - Present
Parkview Medical Center August 2013 - November 2014
Elmwood Golf Course May 2014 - October 2014
Centennial High School May 2008 - July 2014
New York Life Insurance Company January 2014 - May 2014
DREAMS Management December 2012 - May 2013
CSU OnlinePlus August 2012 - May 2013
USA Gold Wellness Group September 2012 - December 2012
Pro Image Capz May 2012 - September 2012
The Rocky Mountain Collegian October 2011 - April 2012
Skills
Social Media, Microsoft Office, Public Relations, PowerPoint, Photoshop, Event Planning, Microsoft Word, Microsoft Excel, Public Speaking, Facebook, Editing, Research, Press Releases, Event Management, Blogging, Social Networking, Customer Service, Social Media Marketing, Media Relations, Conflict Management, Conflict Resolution
Education
Colorado State University 2008 — 2013
Bachelor of Arts (B.A.), Journalism and Technical Communications with a Public Relations Concentration
Colorado State University-Pueblo 2010 — 2011
Mary Mazcko's New York Life Insurance Company Experience September 2012 - April 2013
Job Implementation Project Analyst at Tangoe
Industry Management Consulting
Experience
Tangoe February 2015 - Present
Tangoe October 2013 - January 2015
BiblioLabs January 2013 - October 2013
New York Life Insurance Company September 2012 - April 2013
Delta Gamma December 2011 - December 2012
The City of Charleston Office of Cultural Affairs January 2011 - May 2011
Skills
PowerPoint, Microsoft Office, Sales, Customer Service, Microsoft Excel, Microsoft Word, Facebook, Real Estate, Leadership, Research, Outlook, Social Networking, Public Speaking, Public Relations, Time Management, Social Media, SQL, Java, Teamwork, Financial Analysis, Recruiting, Team Building, Social Media Marketing, Microsoft Project, Access, HTML, Project Planning, Project Coordination, Project Management, Account Management
Education
College of Charleston 2009 — 2013
Bachelor of Science, Business Administration and Finance, cum laude
London School of Economics 2012 — 2012
Bachelor's Degree, Finance, General
Tangoe February 2015 - Present
Tangoe October 2013 - January 2015
BiblioLabs January 2013 - October 2013
New York Life Insurance Company September 2012 - April 2013
Delta Gamma December 2011 - December 2012
The City of Charleston Office of Cultural Affairs January 2011 - May 2011
Skills
PowerPoint, Microsoft Office, Sales, Customer Service, Microsoft Excel, Microsoft Word, Facebook, Real Estate, Leadership, Research, Outlook, Social Networking, Public Speaking, Public Relations, Time Management, Social Media, SQL, Java, Teamwork, Financial Analysis, Recruiting, Team Building, Social Media Marketing, Microsoft Project, Access, HTML, Project Planning, Project Coordination, Project Management, Account Management
Education
College of Charleston 2009 — 2013
Bachelor of Science, Business Administration and Finance, cum laude
London School of Economics 2012 — 2012
Bachelor's Degree, Finance, General
John Dolle John Dolle's New York Life Insurance Company Experience March 2011 - January 2012
Job Recruitment Consultant at Michael Page US
Industry Staffing and Recruiting
Experience
Michael Page - US February 2012 - Present
New York Life Insurance Company March 2011 - January 2012
Century 21 June 2008 - February 2011
Skills
Highly Organized, Client-Service Oriented, Sales Excellence, Public Speaking, Sales Presentations, Listening Skills
Education
College of Charleston 2001 — 2005
Bachelor of Science, Sociology
Summit High School
Michael Page - US February 2012 - Present
New York Life Insurance Company March 2011 - January 2012
Century 21 June 2008 - February 2011
Skills
Highly Organized, Client-Service Oriented, Sales Excellence, Public Speaking, Sales Presentations, Listening Skills
Education
College of Charleston 2001 — 2005
Bachelor of Science, Sociology
Summit High School
Betsey Whitehurst Nichols Betsey Whitehurst Nichols's New York Life Insurance Company Experience May 2012 - Present
Job Agent with New York Life specializing in insurance protection, wealth accumulation and distribution strategies
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
New York Life Insurance Company January 2011 - Present
State Farm Insurance May 2003 - November 2010
Skills
Variable Annuities, Small Business, Financial Services, Estate Planning, Long Term Care Insurance, Investments, Fixed Annuities, Licensed Life & Health..., 401k Rollovers, Asset Protection, Income Protection, Retirement Income..., Mutual Funds, Key Person Protection, Lifetime Income..., Risk Management, Wealth Preservation..., Universal Life, Business Insurance..., Business Exit Strategy, Buy-sell Agreements, Education Funding..., Succession Planning, Employee Benefits, Permanent Life Insurance, Legacy Planning, LGBT Planning, 401k, Financial Planning, Health Insurance, Life Insurance, Retirement Planning, Term Life Insurance
Education
College of Charleston 1991 — 1996
Bachelor of Arts (BA), Communications
Saint Gertrude High School 1988 — 1991
New York Life Insurance Company May 2012 - Present
New York Life Insurance Company January 2011 - Present
State Farm Insurance May 2003 - November 2010
Skills
Variable Annuities, Small Business, Financial Services, Estate Planning, Long Term Care Insurance, Investments, Fixed Annuities, Licensed Life & Health..., 401k Rollovers, Asset Protection, Income Protection, Retirement Income..., Mutual Funds, Key Person Protection, Lifetime Income..., Risk Management, Wealth Preservation..., Universal Life, Business Insurance..., Business Exit Strategy, Buy-sell Agreements, Education Funding..., Succession Planning, Employee Benefits, Permanent Life Insurance, Legacy Planning, LGBT Planning, 401k, Financial Planning, Health Insurance, Life Insurance, Retirement Planning, Term Life Insurance
Education
College of Charleston 1991 — 1996
Bachelor of Arts (BA), Communications
Saint Gertrude High School 1988 — 1991
Samantha (Sam) Whitmire Samantha (Sam) Whitmire's New York Life Insurance Company Experience March 2009 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2009 - Present
Skills
Small Business
Education
College of Charleston 2004 — 2007
Bachelor of Science (BS), Sociology
New York Life Insurance Company March 2009 - Present
Skills
Small Business
Education
College of Charleston 2004 — 2007
Bachelor of Science (BS), Sociology
Cory Dudley Cory Dudley's New York Life Insurance Company Experience April 2014 - Present
Job Dedicated independent Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
Monumental Life and Transamerica August 1999 - March 2014
Monumental Life July 2008 - June 2009
Skills
Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Sales, Universal Life, Health Insurance, Long-term Care, Property & Casualty..., Customer Service, Sales Management, General Insurance, Underwriting, Selling, Critical Illness, Retirement Planning, Retirement
Education
The American College 1999 — 2012
LUTCF Designation, Insurance and Financial Services
College of Southern Maryland 1996 — 1998
Physical Therapy/Therapist
Lackey High School 1993 — 1996
School of Life and Hard Knocks
New York Life Insurance Company April 2014 - Present
Monumental Life and Transamerica August 1999 - March 2014
Monumental Life July 2008 - June 2009
Skills
Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Sales, Universal Life, Health Insurance, Long-term Care, Property & Casualty..., Customer Service, Sales Management, General Insurance, Underwriting, Selling, Critical Illness, Retirement Planning, Retirement
Education
The American College 1999 — 2012
LUTCF Designation, Insurance and Financial Services
College of Southern Maryland 1996 — 1998
Physical Therapy/Therapist
Lackey High School 1993 — 1996
School of Life and Hard Knocks
Sanjesh Kumar's New York Life Insurance Company Experience September 2010 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company September 2010 - Present
Chase Bank January 2006 - August 2010
Wamu Bank May 2005 - December 2006
Wamu Bank May 2004 - April 2005
Skills
Life Insurance, Consumer Lending, Banking, Small Business Lending, Top-notch Customer..., Branch Management, Disability Insurance, Long Term Care Insurance, Life & Health Insurance..., College Funding..., Estate Tax Planning, Buy-sell Agreements, Key Person Protection, Voluntary Employee..., Executive Bonus Planning, Deferred Compensation, Mortgage Protection, Charitable Gift Planning, IRA Funding, Fixed Annuities, Fixed Immediate &..., IRAs, Series 6, Retirement Planning, Financial Services, Mutual Funds, 401k Rollovers, Asset Protection, Multi-generational..., Wealth Preservation..., Investments, Gifting Strategies, Licensed Life & Health..., Succession Planning, Protection..., Multi-generational..., Retirement, Small Business, Estate Planning, Variable Annuities, Annuity Sales, Insurance, Wealth Management, Finance, Customer Service
Education
College of San Mateo 1996 — 1998
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company September 2010 - Present
Chase Bank January 2006 - August 2010
Wamu Bank May 2005 - December 2006
Wamu Bank May 2004 - April 2005
Skills
Life Insurance, Consumer Lending, Banking, Small Business Lending, Top-notch Customer..., Branch Management, Disability Insurance, Long Term Care Insurance, Life & Health Insurance..., College Funding..., Estate Tax Planning, Buy-sell Agreements, Key Person Protection, Voluntary Employee..., Executive Bonus Planning, Deferred Compensation, Mortgage Protection, Charitable Gift Planning, IRA Funding, Fixed Annuities, Fixed Immediate &..., IRAs, Series 6, Retirement Planning, Financial Services, Mutual Funds, 401k Rollovers, Asset Protection, Multi-generational..., Wealth Preservation..., Investments, Gifting Strategies, Licensed Life & Health..., Succession Planning, Protection..., Multi-generational..., Retirement, Small Business, Estate Planning, Variable Annuities, Annuity Sales, Insurance, Wealth Management, Finance, Customer Service
Education
College of San Mateo 1996 — 1998
Chris Chinn Chris Chinn's New York Life Insurance Company Experience October 2013 - May 2015
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
New York Life Insurance Company October 2013 - May 2015
Central Pacific Bank July 2012 - October 2013
24 Hour Fitness August 2005 - September 2010
24 Hour Fitness January 2008 - June 2010
Colorado Athletic Club 2009 - 2010
Skills
Life Insurance, Retirement Planning, Financial Services, Retirement, Insurance, Whole Life, Investments, Permanent Life Insurance, Whole Life Insurance, Term Life Insurance, Strategic Planning, Protection Planning, Personal Finance, Succession Planning, Licensed in Long-Term..., Licensed Life Insurance..., Key Person Insurance, Mutual Funds, Asset Protection, Roth IRA, Annuity Sales, Licensed in Long-Term..., Buy-sell Agreements, 401k Rollovers, Supplements to Employee..., Customer Service, Securities, Banking, Management, Sales, Financial Analysis
Education
Colorado State University 2001 — 2005
Bachelor's degree, Sports Medicine
Maryknoll High School 1998 — 2001
Kamiloiki
TIAA-CREF June 2015 - Present
New York Life Insurance Company October 2013 - May 2015
Central Pacific Bank July 2012 - October 2013
24 Hour Fitness August 2005 - September 2010
24 Hour Fitness January 2008 - June 2010
Colorado Athletic Club 2009 - 2010
Skills
Life Insurance, Retirement Planning, Financial Services, Retirement, Insurance, Whole Life, Investments, Permanent Life Insurance, Whole Life Insurance, Term Life Insurance, Strategic Planning, Protection Planning, Personal Finance, Succession Planning, Licensed in Long-Term..., Licensed Life Insurance..., Key Person Insurance, Mutual Funds, Asset Protection, Roth IRA, Annuity Sales, Licensed in Long-Term..., Buy-sell Agreements, 401k Rollovers, Supplements to Employee..., Customer Service, Securities, Banking, Management, Sales, Financial Analysis
Education
Colorado State University 2001 — 2005
Bachelor's degree, Sports Medicine
Maryknoll High School 1998 — 2001
Kamiloiki
Liane Delacruz Liane Delacruz's New York Life Insurance Company Experience July 2010 - August 2011
Job Advisory Associate at PricewaterhouseCoopers
Industry Financial Services
Experience
PwC July 2012 - Present
TEAM Enterprises July 2011 - Present
Blackbaud August 2011 - June 2012
College of Charleston August 2008 - May 2012
New York Life Insurance Company July 2010 - August 2011
King Street Grille, Downtown June 2009 - June 2011
New York Life Insurance Company April 2010 - July 2010
Carolina Wings August 2006 - July 2008
Skills
Social Media, Customer Service, Time Management, Event Planning, Microsoft Office, Social Media Marketing, Social Networking, Fundraising, Marketing Strategy, PowerPoint, Non-profits, Sales, Leadership
Education
College of Charleston 2008 — 2012
Bachelor of Science, Business Administration, Marketing, Management
Spring Valley High School 2004 — 2008
High School Diploma
PwC July 2012 - Present
TEAM Enterprises July 2011 - Present
Blackbaud August 2011 - June 2012
College of Charleston August 2008 - May 2012
New York Life Insurance Company July 2010 - August 2011
King Street Grille, Downtown June 2009 - June 2011
New York Life Insurance Company April 2010 - July 2010
Carolina Wings August 2006 - July 2008
Skills
Social Media, Customer Service, Time Management, Event Planning, Microsoft Office, Social Media Marketing, Social Networking, Fundraising, Marketing Strategy, PowerPoint, Non-profits, Sales, Leadership
Education
College of Charleston 2008 — 2012
Bachelor of Science, Business Administration, Marketing, Management
Spring Valley High School 2004 — 2008
High School Diploma
Cody Steenburgen Cody Steenburgen's New York Life Insurance Company Experience May 2007 - November 2009
Job Insurance Agent
Industry Insurance
Experience
Farmers Insurance November 2009 - Present
Kreiger and Assoc May 2009 - Present
New York Life Insurance Company May 2007 - November 2009
Education
Colorado State University
University of Colorado Boulder
Farmers Insurance November 2009 - Present
Kreiger and Assoc May 2009 - Present
New York Life Insurance Company May 2007 - November 2009
Education
Colorado State University
University of Colorado Boulder
Dan Impagliatelli's New York Life Insurance Company Experience November 2013 - Present
Job Associate, Talent Acquisition at New York Life Insurance Company
Industry Human Resources
Experience
New York Life Insurance Company November 2013 - Present
The ONeil Search Group April 2012 - November 2013
Seeger Weiss LLP September 2010 - April 2012
I. Mark Cohen Law Group December 2009 - September 2010
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Temporary Placement, Permanent Placement, Resume Writing, Onboarding, Leadership, Recruitment Advertising, Contract Recruitment, Negotiation, Screening Resumes, Employee Relations, Networking, Sourcing, Human Resources, Career Development, Relationship Development, Talent Scouting, Investments, Mutual Funds, Insurance, Business Management, Corporate Finance, Global Client Management, Accounting, Finance, Treasury, Controllers, Financial Planning, Financial Analysis, Auditing, IT Audit, Tax
Education
College of Charleston 2005 — 2008
Bachelor's degree
New York Life Insurance Company November 2013 - Present
The ONeil Search Group April 2012 - November 2013
Seeger Weiss LLP September 2010 - April 2012
I. Mark Cohen Law Group December 2009 - September 2010
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Temporary Placement, Permanent Placement, Resume Writing, Onboarding, Leadership, Recruitment Advertising, Contract Recruitment, Negotiation, Screening Resumes, Employee Relations, Networking, Sourcing, Human Resources, Career Development, Relationship Development, Talent Scouting, Investments, Mutual Funds, Insurance, Business Management, Corporate Finance, Global Client Management, Accounting, Finance, Treasury, Controllers, Financial Planning, Financial Analysis, Auditing, IT Audit, Tax
Education
College of Charleston 2005 — 2008
Bachelor's degree
Kate Mannion Keating's New York Life Insurance Company Experience November 2010 - Present
Job Human Resources at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2010 - Present
Morgan Stanley October 2004 - November 2010
Skills
Succession Planning, Employee Relations, Human Resources, Talent Management
Education
College of the Holy Cross 1999 — 2003
BA, English
New York Life Insurance Company November 2010 - Present
Morgan Stanley October 2004 - November 2010
Skills
Succession Planning, Employee Relations, Human Resources, Talent Management
Education
College of the Holy Cross 1999 — 2003
BA, English
Derek Woods CFP ®'s New York Life Insurance Company Experience January 2011 - January 2013
Job Financial Services Representatitive and Financial Planner
Industry Financial Services
Experience
MetLife January 2013 - Present
New York Life Insurance Company January 2011 - January 2013
New York Life July 2005 - December 2010
Insource Inc 2003 - 2003
Skills
Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Life Insurance, IRAs, Long Term Care Insurance, Securities, Estate Planning, Long-term Care, Investments, Strategic Financial..., Insurance, Wealth Management, Wealth Accumulation, Term Life Insurance
Education
Colorado State University 1989 — 1993
Bachelor of Arts (B.A.), History
MetLife January 2013 - Present
New York Life Insurance Company January 2011 - January 2013
New York Life July 2005 - December 2010
Insource Inc 2003 - 2003
Skills
Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Life Insurance, IRAs, Long Term Care Insurance, Securities, Estate Planning, Long-term Care, Investments, Strategic Financial..., Insurance, Wealth Management, Wealth Accumulation, Term Life Insurance
Education
Colorado State University 1989 — 1993
Bachelor of Arts (B.A.), History
John Volk's New York Life Insurance Company Experience 1994 - 1996
Job Experienced Financial Services Professional
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
JP Morgan Chase May 2009 - April 2014
AXA Equitable August 2006 - March 2009
North Track Funds January 2006 - June 2006
Aquila Investment Management September 1998 - June 2005
New York Life Insurance Company 1994 - 1996
Skills
Investments, Relationship Management, Series 7, Series 63, Securities, Loans, Strategic Financial..., Life Insurance, Series 65, Equities, Asset Allocation, Fixed Annuities, Financial Services, Insurance, Mutual Funds, Wealth Management, Financial Analysis, Uniform Combined State..., Customer Satisfaction, Financial Advisory, Competitive Analysis, Risk Management, Sales, Capital Markets, Financial Planning, Variable Annuities, FINRA, Credit, Microsoft Office, Retirement Planning, Sales Operations, Portfolio Management, Investment Strategies, Microsoft Excel, Investment Advisory, Hedge Funds, Analysis, Finance, IRAs, Series 6, Small Business Lending, Bonds, Retirement, 401k
Education
College of Mount Saint Vincent 1989 — 1993
TD Ameritrade January 2015 - Present
JP Morgan Chase May 2009 - April 2014
AXA Equitable August 2006 - March 2009
North Track Funds January 2006 - June 2006
Aquila Investment Management September 1998 - June 2005
New York Life Insurance Company 1994 - 1996
Skills
Investments, Relationship Management, Series 7, Series 63, Securities, Loans, Strategic Financial..., Life Insurance, Series 65, Equities, Asset Allocation, Fixed Annuities, Financial Services, Insurance, Mutual Funds, Wealth Management, Financial Analysis, Uniform Combined State..., Customer Satisfaction, Financial Advisory, Competitive Analysis, Risk Management, Sales, Capital Markets, Financial Planning, Variable Annuities, FINRA, Credit, Microsoft Office, Retirement Planning, Sales Operations, Portfolio Management, Investment Strategies, Microsoft Excel, Investment Advisory, Hedge Funds, Analysis, Finance, IRAs, Series 6, Small Business Lending, Bonds, Retirement, 401k
Education
College of Mount Saint Vincent 1989 — 1993
David Docherty's New York Life Insurance Company Experience February 2008 - June 2013
Job Telecom Engineer at Verint
Industry Telecommunications
Experience
Verint 2013 - Present
New York Life Insurance Company February 2008 - June 2013
Earthlink October 2003 - December 2007
Witness Systems October 2002 - October 2003
MCI October 1988 - September 2002
MCI Telecommunications 1988 - 2002
Skills
Telecommunications, Quality Assurance, Troubleshooting, Vendor Management, Call Centers, Integration, Requirements Analysis, Cisco Technologies, Process Improvement, Disaster Recovery, Project Management, Program Management, Business Analysis, Testing, Visio, Routing
Education
Illinois State University 1985 — 1987
Bachelor of Science (BS), Political Science and Government
College of DuPage 1983 — 1985
Associate of Arts (AA)
Verint 2013 - Present
New York Life Insurance Company February 2008 - June 2013
Earthlink October 2003 - December 2007
Witness Systems October 2002 - October 2003
MCI October 1988 - September 2002
MCI Telecommunications 1988 - 2002
Skills
Telecommunications, Quality Assurance, Troubleshooting, Vendor Management, Call Centers, Integration, Requirements Analysis, Cisco Technologies, Process Improvement, Disaster Recovery, Project Management, Program Management, Business Analysis, Testing, Visio, Routing
Education
Illinois State University 1985 — 1987
Bachelor of Science (BS), Political Science and Government
College of DuPage 1983 — 1985
Associate of Arts (AA)
Mike Dolphin's New York Life Insurance Company Experience September 2012 - July 2014
Job Insurance Advisor and Investment Representative at Broker Dealer Financial Services Corp.
Industry Financial Services
Experience
Broker Dealer Financial Services Corp. February 2015 - Present
Pathway Financial Solutions July 2014 - Present
New York Life Insurance Company September 2012 - July 2014
Black Box Network Services April 2007 - September 2012
Norstan Communications March 1994 - November 2000
Skills
Direct Sales, Account Management, Solution Selling, Sales Process, Financial Solutions, Retirement Planning, Business Continuity...
Education
Colorado State University 1983 — 1987
BA, Economics
Dowling
Broker Dealer Financial Services Corp. February 2015 - Present
Pathway Financial Solutions July 2014 - Present
New York Life Insurance Company September 2012 - July 2014
Black Box Network Services April 2007 - September 2012
Norstan Communications March 1994 - November 2000
Skills
Direct Sales, Account Management, Solution Selling, Sales Process, Financial Solutions, Retirement Planning, Business Continuity...
Education
Colorado State University 1983 — 1987
BA, Economics
Dowling
Jean Wilson's New York Life Insurance Company Experience June 1984 - September 1985
Job at Port Authority of New York and New Jersey
Industry Financial Services
Experience
Port Authority of New York and New Jersey September 1985 - Present
New York Life Insurance Company June 1984 - September 1985
Skills
Airports, Contract Negotiation, Budgeting, Financial Analysis, Aviation, Analysis, Business Development, Business Process..., Business Strategy, Cross-functional Team..., Customer Service
Education
College of Mount Saint Vincent 1980 — 1984
Business and Economics
Manhattan College 1980 — 1984
Business
Port Authority of New York and New Jersey September 1985 - Present
New York Life Insurance Company June 1984 - September 1985
Skills
Airports, Contract Negotiation, Budgeting, Financial Analysis, Aviation, Analysis, Business Development, Business Process..., Business Strategy, Cross-functional Team..., Customer Service
Education
College of Mount Saint Vincent 1980 — 1984
Business and Economics
Manhattan College 1980 — 1984
Business
Wayne Pavel's New York Life Insurance Company Experience September 2008 - September 2009
Job Cartographer at NGA
Industry Government Administration
Experience
National Geospatial-Intelligence Agency September 2009 - Present
New York Life Insurance Company September 2008 - September 2009
US Air Force November 2002 - October 2007
U.S. Air Force 1982 - 2007
Grissom Air Reserve Base 1982 - 2007
Air Force Reserve 1982 - 2007
Skills
Cross-functional Team..., Project Management, Process Improvement, Leadership, Training, Management, Analysis, Coaching, Software Documentation
Education
Colorado State University 1980 — 1982
MS, Organic Chemistry
Virginia Commonwealth University 1976 — 1980
B.S., Chemistry/Mathematics
National Geospatial-Intelligence Agency September 2009 - Present
New York Life Insurance Company September 2008 - September 2009
US Air Force November 2002 - October 2007
U.S. Air Force 1982 - 2007
Grissom Air Reserve Base 1982 - 2007
Air Force Reserve 1982 - 2007
Skills
Cross-functional Team..., Project Management, Process Improvement, Leadership, Training, Management, Analysis, Coaching, Software Documentation
Education
Colorado State University 1980 — 1982
MS, Organic Chemistry
Virginia Commonwealth University 1976 — 1980
B.S., Chemistry/Mathematics
Brandon Norwood's New York Life Insurance Company Experience August 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
Edward Jones April 2014 - August 2014
Fidelity Investments September 2012 - April 2014
Finish Line 2009 - 2012
Skills
Customer Service, Microsoft Office, Employee Relations, Human Resources, Training, Microsoft Excel, Recruiting, Key Person Insurance, Licensed Life Insurance..., Education Funding..., Lifetime Income..., Life Insurance..., Personal Finance, Relationship Management, Buy-sell Agreements, Customer Relations, Gifting Strategies, Business Insurance..., Retirement Planning
Education
College of Charleston 2001 — 2005
B.A., Communication major, Criminal Justice and Sociology minors
Leesville High
New York Life Insurance Company August 2014 - Present
Edward Jones April 2014 - August 2014
Fidelity Investments September 2012 - April 2014
Finish Line 2009 - 2012
Skills
Customer Service, Microsoft Office, Employee Relations, Human Resources, Training, Microsoft Excel, Recruiting, Key Person Insurance, Licensed Life Insurance..., Education Funding..., Lifetime Income..., Life Insurance..., Personal Finance, Relationship Management, Buy-sell Agreements, Customer Relations, Gifting Strategies, Business Insurance..., Retirement Planning
Education
College of Charleston 2001 — 2005
B.A., Communication major, Criminal Justice and Sociology minors
Leesville High
Shawn Kessler's New York Life Insurance Company Experience February 2008 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2008 - Present
Mahogany Prime Steakhouse March 2006 - June 2008
Boulevard Steakhouse February 2002 - March 2006
Education
College of Business 2003 — 2007
Bachelors, Finance
New York Life Insurance Company February 2008 - Present
Mahogany Prime Steakhouse March 2006 - June 2008
Boulevard Steakhouse February 2002 - March 2006
Education
College of Business 2003 — 2007
Bachelors, Finance
Phil Brantley's New York Life Insurance Company Experience June 2009 - September 2009
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage November 2014 - Present
Chase February 2011 - May 2012
High Plains Scuba July 2002 - October 2010
New York Life Insurance Company June 2009 - September 2009
First Pacific Funding September 2007 - February 2009
BNC Mortgage March 2006 - August 2007
Accredited Home Lenders November 2004 - February 2006
Delta Mortgage Corp. July 1996 - October 2004
Skills
Mortgage Lending, Retirement Planning, Fixed Annuities, Financial Services, Mortgage Banking, Loans, Consumer Lending, Small Business Lending, Refinance, VA Loans
Education
Colorado State University 1993 — 1996
Wells Fargo Home Mortgage November 2014 - Present
Chase February 2011 - May 2012
High Plains Scuba July 2002 - October 2010
New York Life Insurance Company June 2009 - September 2009
First Pacific Funding September 2007 - February 2009
BNC Mortgage March 2006 - August 2007
Accredited Home Lenders November 2004 - February 2006
Delta Mortgage Corp. July 1996 - October 2004
Skills
Mortgage Lending, Retirement Planning, Fixed Annuities, Financial Services, Mortgage Banking, Loans, Consumer Lending, Small Business Lending, Refinance, VA Loans
Education
Colorado State University 1993 — 1996
Kevin J. Leary's New York Life Insurance Company Experience July 2011 - June 2012
Job Tax Accountant at Brown, Ells & Co.
Industry Accounting
Experience
Brown, Ells & Company February 2013 - Present
Leary Enterprises, Inc. August 2012 - Present
NYLife Securities September 2011 - June 2012
New York Life Insurance Company July 2011 - June 2012
Yard House April 2007 - July 2009
Skills
Financial Analysis, Strategic Planning, Account Management, Microsoft Office, Public Speaking, Sales Management, Team Building, Business Analysis, Microsoft Excel, New Business Development
Education
Metropolitan University of Denver 2010 — 2010
Colorado State University 2002 — 2006
B.A., Economics
Brown, Ells & Company February 2013 - Present
Leary Enterprises, Inc. August 2012 - Present
NYLife Securities September 2011 - June 2012
New York Life Insurance Company July 2011 - June 2012
Yard House April 2007 - July 2009
Skills
Financial Analysis, Strategic Planning, Account Management, Microsoft Office, Public Speaking, Sales Management, Team Building, Business Analysis, Microsoft Excel, New Business Development
Education
Metropolitan University of Denver 2010 — 2010
Colorado State University 2002 — 2006
B.A., Economics
Flint Wheeler's New York Life Insurance Company Experience April 2009 - Present
Job Financial Advisor New York Life
Industry Financial Services
Experience
New York Life Insurance Company April 2009 - Present
Skills
Everything Fun, Management, Marketing, Customer Service, Budgets, Forecasting, Sales, Accounting, Coaching, Event Management, Event Planning, Finance, Leadership
Education
University of Nevada-Las Vegas 1997 — 2000
Bachelor's degree, Management
College of the Desert 1995 — 1997
Associate's degree, Economics
Nashville School of Law
New York Life Insurance Company April 2009 - Present
Skills
Everything Fun, Management, Marketing, Customer Service, Budgets, Forecasting, Sales, Accounting, Coaching, Event Management, Event Planning, Finance, Leadership
Education
University of Nevada-Las Vegas 1997 — 2000
Bachelor's degree, Management
College of the Desert 1995 — 1997
Associate's degree, Economics
Nashville School of Law
Jennanne Cage Dougherty, J.D.'s New York Life Insurance Company Experience March 2012 - Present
Job Legal and Financial Professional ~ Series 24, Series 53, Series 7, Series 66
Industry Financial Services
Experience
New York Life Insurance Company March 2012 - Present
New York Life Insurance Company November 2010 - March 2012
E*TRADE Financial October 2009 - June 2011
Morgan Stanley Smith Barney May 2007 - May 2009
Skills
Estate Planning, Financial Services, Legal Compliance, Standards Compliance, Operations Management, Life & Health Insurance..., Securities License, General Securities...
Education
West Virginia University College of Law 2005 — 2007
JD, Law
Colorado State University 2000 — 2003
Bachelors of Science, Business - Major ~ Political Science - Minor
New York Life Insurance Company March 2012 - Present
New York Life Insurance Company November 2010 - March 2012
E*TRADE Financial October 2009 - June 2011
Morgan Stanley Smith Barney May 2007 - May 2009
Skills
Estate Planning, Financial Services, Legal Compliance, Standards Compliance, Operations Management, Life & Health Insurance..., Securities License, General Securities...
Education
West Virginia University College of Law 2005 — 2007
JD, Law
Colorado State University 2000 — 2003
Bachelors of Science, Business - Major ~ Political Science - Minor
Tarik Algam's New York Life Insurance Company Experience May 1994 - October 2007
Job Sr Client Services Representative at Paychex Payroll Company
Industry Financial Services
Experience
Paychex Payroll Company May 2013 - Present
The Legacy Senior Communities February 2012 - December 2012
National Life Group October 2007 - July 2010
New York Life Insurance Company May 1994 - October 2007
Skills
Life Insurance, Financial Services, Insurance, Analysis, Investment Strategies, Series 7, Change Management, Fixed Annuities, Long-term Care, Performance Management, Account Management
Education
Collin County Community College
Plano East Senior High School
Paychex Payroll Company May 2013 - Present
The Legacy Senior Communities February 2012 - December 2012
National Life Group October 2007 - July 2010
New York Life Insurance Company May 1994 - October 2007
Skills
Life Insurance, Financial Services, Insurance, Analysis, Investment Strategies, Series 7, Change Management, Fixed Annuities, Long-term Care, Performance Management, Account Management
Education
Collin County Community College
Plano East Senior High School
Tim Frawley's New York Life Insurance Company Experience July 2004 - April 2005
Job Sales Professional
Industry Financial Services
Experience
TD Ameritrade January 2010 - May 2011
WACHOVIA: A WELLS FARGO COMPANY October 2008 - October 2009
WACHOVIA SECURITIES August 2005 - October 2008
New York Life Insurance Company July 2004 - April 2005
Education
College of the Holy Cross 1999 — 2003
Bachelor of Arts (BA), History
Chaminade High School 1995 — 1999
TD Ameritrade January 2010 - May 2011
WACHOVIA: A WELLS FARGO COMPANY October 2008 - October 2009
WACHOVIA SECURITIES August 2005 - October 2008
New York Life Insurance Company July 2004 - April 2005
Education
College of the Holy Cross 1999 — 2003
Bachelor of Arts (BA), History
Chaminade High School 1995 — 1999
Heather Vargas-Lively's New York Life Insurance Company Experience January 1997 - January 1999
Job Capacity Solutions Senior Analyst at Accenture
Industry Accounting
Experience
Accenture June 2015 - Present
Accenture Procurement BPO May 2014 - April 2015
Accenture Procurement BPO August 2013 - May 2014
Marriott International May 2009 - August 2013
Marriott International July 2008 - April 2009
Mountain Mud Coffee Company January 1998 - January 2008
Capitol Coffee and Heath Claiborne Gallery January 2006 - January 2007
New York Life Insurance Company January 1997 - January 1999
Entertainment January 1991 - January 1996
Skills
Payroll, Accounts Receivable, Analysis, Accounting, Training, General Ledger, Finance, Management, Accounts Payable, Sarbanes-Oxley Act
Education
College of Marin
Santa Rosa Junior College
Accenture June 2015 - Present
Accenture Procurement BPO May 2014 - April 2015
Accenture Procurement BPO August 2013 - May 2014
Marriott International May 2009 - August 2013
Marriott International July 2008 - April 2009
Mountain Mud Coffee Company January 1998 - January 2008
Capitol Coffee and Heath Claiborne Gallery January 2006 - January 2007
New York Life Insurance Company January 1997 - January 1999
Entertainment January 1991 - January 1996
Skills
Payroll, Accounts Receivable, Analysis, Accounting, Training, General Ledger, Finance, Management, Accounts Payable, Sarbanes-Oxley Act
Education
College of Marin
Santa Rosa Junior College
Michael Oliphant's New York Life Insurance Company Experience 1996 - Present
Job Variable Life Consultant
Industry Financial Services
Experience
New York Life Insurance Company 1996 - Present
MetLife 1991 - 1996
Skills
Retirement Planning, Wealth Management, Securities, Estate Planning, Strategic Financial..., Marketing Strategy, New Business Development, Marketing, Strategic Planning, Fixed Annuities, Retirement, Mutual Funds, Life Insurance, Asset Allocation, Wealth Accumulation, IRAs, Investment Advisory, Investments, Long Term Care Insurance, Long-term Care, Financial Planning
Education
Mt. Whitney High School 1981 — 1984
College of the Sequoias
Associate of Arts (A.A.)
New York Life Insurance Company 1996 - Present
MetLife 1991 - 1996
Skills
Retirement Planning, Wealth Management, Securities, Estate Planning, Strategic Financial..., Marketing Strategy, New Business Development, Marketing, Strategic Planning, Fixed Annuities, Retirement, Mutual Funds, Life Insurance, Asset Allocation, Wealth Accumulation, IRAs, Investment Advisory, Investments, Long Term Care Insurance, Long-term Care, Financial Planning
Education
Mt. Whitney High School 1981 — 1984
College of the Sequoias
Associate of Arts (A.A.)
Stephen H. Wagner's New York Life Insurance Company Experience January 1981 - June 1984
Job Owner, Wagner Financial
Industry Financial Services
Experience
Wagner Financial 1984 - Present
New York Life Insurance Company January 1981 - June 1984
Equitable Life July 1979 - January 1981
Skills
Financial Planning, FINRA, Strategic Financial..., Finance, Securities, Financial Planners, Retirement, Life Insurance, Mutual Funds, 401k, 401k Rollovers, Fixed Annuities, Investment Management, Series 7, Wealth Management, IRAs, Insurance, Financial Advisory, Investments, Retirement Planning
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning and Services, Passing
Wagner Financial 1984 - Present
New York Life Insurance Company January 1981 - June 1984
Equitable Life July 1979 - January 1981
Skills
Financial Planning, FINRA, Strategic Financial..., Finance, Securities, Financial Planners, Retirement, Life Insurance, Mutual Funds, 401k, 401k Rollovers, Fixed Annuities, Investment Management, Series 7, Wealth Management, IRAs, Insurance, Financial Advisory, Investments, Retirement Planning
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning and Services, Passing
Michele Lafferty's New York Life Insurance Company Experience 1992 - 1999
Job Interior Decorator, Home Stager, Owner at LaTé Da Interior Decorating and Home Staging
Industry Design
Experience
LaTé Da Interior Decorating and Home Staging 2006 - Present
New York Life Insurance Company 1992 - 1999
Skills
Interior Design, Real Estate, First Time Home Buyers, Home Staging, Window Treatments, Residential Homes
Education
Collin County Community College 2009 — 2010
interior Design I, Interior Design
School of Cosmetology PESH 1987 — 1989
Licensed Cosmetologist, Cosmetology
LaTé Da Interior Decorating and Home Staging 2006 - Present
New York Life Insurance Company 1992 - 1999
Skills
Interior Design, Real Estate, First Time Home Buyers, Home Staging, Window Treatments, Residential Homes
Education
Collin County Community College 2009 — 2010
interior Design I, Interior Design
School of Cosmetology PESH 1987 — 1989
Licensed Cosmetologist, Cosmetology
Kofi Dartey's New York Life Insurance Company Experience March 2008 - December 2010
Job Researcher; Institutional Client Management at Dealogic
Industry Marketing and Advertising
Experience
Dealogic June 2012 - Present
Fab Technologies Group December 2011 - Present
Pentecost University College January 2011 - July 2011
New York Life Insurance Company March 2008 - December 2010
Skills
Advertising, Marketing Communications, Direct Marketing, Marketing Strategy, Marketing, Media Planning, Online Advertising, Social Media, CRM
Education
College of Saint Elizabeth 2007 — 2009
M.Sc, Business Administration (Marketing & Management)
University of Cape Coast 1997 — 2001
Bachelor of Science (BSc), Agriculture, General
Dealogic June 2012 - Present
Fab Technologies Group December 2011 - Present
Pentecost University College January 2011 - July 2011
New York Life Insurance Company March 2008 - December 2010
Skills
Advertising, Marketing Communications, Direct Marketing, Marketing Strategy, Marketing, Media Planning, Online Advertising, Social Media, CRM
Education
College of Saint Elizabeth 2007 — 2009
M.Sc, Business Administration (Marketing & Management)
University of Cape Coast 1997 — 2001
Bachelor of Science (BSc), Agriculture, General
Dawn Kirby's New York Life Insurance Company Experience February 2013 - Present
Job at
Industry Construction
Experience
New York Life Insurance Company February 2013 - Present
Desert Heat Excavating, LLC October 2006 - Present
JPMorgan Chase February 1996 - October 2006
Frank Gironda Salon & Day Spa July 1992 - February 1996
Skills
Quickbooks, Word,...
Education
College of DuPage 1987 — 1989
Associate's degree, Business Administration and Management, General
Glenbard South High School 1983 — 1987
New York Life Insurance Company February 2013 - Present
Desert Heat Excavating, LLC October 2006 - Present
JPMorgan Chase February 1996 - October 2006
Frank Gironda Salon & Day Spa July 1992 - February 1996
Skills
Quickbooks, Word,...
Education
College of DuPage 1987 — 1989
Associate's degree, Business Administration and Management, General
Glenbard South High School 1983 — 1987
Gordon Hiney's New York Life Insurance Company Experience April 2009 - Present
Job Financial Services Professional with New York Life helping to protect familiew in Colorado and Wyoming.
Industry Financial Services
Experience
New York Life Insurance Company April 2009 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Photoshop, Teaching
Education
Colorado State University
Mathematics
Front Range Community College
New York Life Insurance Company April 2009 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Photoshop, Teaching
Education
Colorado State University
Mathematics
Front Range Community College
Nathan Crane's New York Life Insurance Company Experience May 2012 - August 2012
Job Portfolio Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
New York Life Insurance Company May 2012 - August 2012
UBS Wealth Management August 2011 - December 2011
Lincoln Trust Company May 2011 - August 2011
St. James's Place Wealth Management June 2010 - August 2010
Skills
Fixed Income, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Strategic Financial..., Troubleshooting, Insurance, Leadership, Life Insurance, Retirement, Customer Service, Strategic Planning, Management, CRM, Employee Benefits, Business Development, Marketing, Team Leadership, Business Strategy
Education
Colorado State University 2007 — 2011
Bachelor's Degree, Business Administration/Finance
BNY Mellon October 2012 - Present
New York Life Insurance Company May 2012 - August 2012
UBS Wealth Management August 2011 - December 2011
Lincoln Trust Company May 2011 - August 2011
St. James's Place Wealth Management June 2010 - August 2010
Skills
Fixed Income, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Strategic Financial..., Troubleshooting, Insurance, Leadership, Life Insurance, Retirement, Customer Service, Strategic Planning, Management, CRM, Employee Benefits, Business Development, Marketing, Team Leadership, Business Strategy
Education
Colorado State University 2007 — 2011
Bachelor's Degree, Business Administration/Finance
Marisa Fakess Newman's New York Life Insurance Company Experience July 2005 - Present
Job Nursing Student
Industry Hospital & Health Care
Experience
College of Lake County January 2014 - Present
New York Life Insurance Company July 2005 - Present
InfoTrack Information Services February 2003 - June 2005
Patterson Company Inc. August 2002 - February 2003
Skills
System Administration, Customer Service, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Administrative..., Data Entry, Community Outreach
Education
College of Lake County 2011 — 2015
ADN, Registered Nursing/Registered Nurse
University of Florida 1998 — 2002
Bachelor of Arts, English
College of Lake County January 2014 - Present
New York Life Insurance Company July 2005 - Present
InfoTrack Information Services February 2003 - June 2005
Patterson Company Inc. August 2002 - February 2003
Skills
System Administration, Customer Service, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Administrative..., Data Entry, Community Outreach
Education
College of Lake County 2011 — 2015
ADN, Registered Nursing/Registered Nurse
University of Florida 1998 — 2002
Bachelor of Arts, English
Meghan Przezdziecki's New York Life Insurance Company Experience 2010 - 2011
Job North America Operations Lead at Google
Industry Marketing and Advertising
Experience
Google June 2015 - Present
Google March 2014 - May 2015
Kao USA Inc. May 2012 - July 2013
Xavier University January 2012 - May 2013
Chi Omega Fraternity January 2010 - January 2011
New York Life Insurance Company 2010 - 2011
Midwest Sports Tennis Outlet August 2005 - 2011
Skills
Microsoft Excel, Management, QuickBooks, Data Analysis, Financial Analysis, Business Strategy, Marketing, Social Media, PowerPoint, Microsoft Office, Sales
Education
Xavier University 2011 — 2013
Master of Business Administration
College of Charleston 2007 — 2011
Bachelor of Science, Business Administration and Hospitality and Tourism Management, Finance
The Summit Country Day School 2005 — 2007
TASIS American School in England, Thorpe 2000 — 2005
Google June 2015 - Present
Google March 2014 - May 2015
Kao USA Inc. May 2012 - July 2013
Xavier University January 2012 - May 2013
Chi Omega Fraternity January 2010 - January 2011
New York Life Insurance Company 2010 - 2011
Midwest Sports Tennis Outlet August 2005 - 2011
Skills
Microsoft Excel, Management, QuickBooks, Data Analysis, Financial Analysis, Business Strategy, Marketing, Social Media, PowerPoint, Microsoft Office, Sales
Education
Xavier University 2011 — 2013
Master of Business Administration
College of Charleston 2007 — 2011
Bachelor of Science, Business Administration and Hospitality and Tourism Management, Finance
The Summit Country Day School 2005 — 2007
TASIS American School in England, Thorpe 2000 — 2005
Leonard Wheeler's New York Life Insurance Company Experience March 2015 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company March 2015 - Present
Wells Fargo Advisors February 2013 - March 2015
Skills
Banking, Finance, Customer Service, Financial Services, Financial Analysis, Management, Persuasion Skills, Microsoft Office, Risk Management, Business Strategy, Teamwork, Relationship-Management..., Investments, Time Management, Marketing, Microsoft Excel, Public Speaking, Real Estate, Problem-Solving Skills, PowerPoint, Mortgage Lending, Leadership, Credit, Communication Skills, Tenacity and Ethics, Microsoft Word, English, Analysis, Insurance, Loans, 401k Rollovers, Retirement Planning, Estate Planning, Wealth Preservation...
Education
College of Marin 2011 — 2012
Real Estate
College of DuPage 2009 — 2011
General education, 3.5GPA
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company March 2015 - Present
Wells Fargo Advisors February 2013 - March 2015
Skills
Banking, Finance, Customer Service, Financial Services, Financial Analysis, Management, Persuasion Skills, Microsoft Office, Risk Management, Business Strategy, Teamwork, Relationship-Management..., Investments, Time Management, Marketing, Microsoft Excel, Public Speaking, Real Estate, Problem-Solving Skills, PowerPoint, Mortgage Lending, Leadership, Credit, Communication Skills, Tenacity and Ethics, Microsoft Word, English, Analysis, Insurance, Loans, 401k Rollovers, Retirement Planning, Estate Planning, Wealth Preservation...
Education
College of Marin 2011 — 2012
Real Estate
College of DuPage 2009 — 2011
General education, 3.5GPA
J. Koehn's New York Life Insurance Company Experience December 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
Concrete Specialties Inc. January 2001 - September 2011
Skills
Life Insurance, Long-term Care, IRAs, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Whole Life, Retirement Planning, Retirement, Universal Life, College Savings Plans, Roth IRA, Insurance, Buy-sell Agreements, Permanent Life Insurance
Education
College of Charleston 1993 — 1997
Bachelor of Arts (B.A.), Communication, General
New York Life Insurance Company December 2011 - Present
Concrete Specialties Inc. January 2001 - September 2011
Skills
Life Insurance, Long-term Care, IRAs, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Whole Life, Retirement Planning, Retirement, Universal Life, College Savings Plans, Roth IRA, Insurance, Buy-sell Agreements, Permanent Life Insurance
Education
College of Charleston 1993 — 1997
Bachelor of Arts (B.A.), Communication, General
Jackie Barchilon's New York Life Insurance Company Experience 1981 - 1984
Job Office Manager/Curriculum Coordinator at Lifetime Learners Institute at Norwalk Community College
Industry Design
Experience
Lifetime Learners Institute at Norwalk Community College October 2013 - Present
Alberta Cifolleli, Fine Artist April 2013 - Present
MouseMuse Productions September 2012 - Present
Intelligent Design Gardens May 2012 - Present
Westport Arts Center December 2005 - June 2012
NYNEX / Verizon 1987 - 1992
Spider Systems Software 1984 - 1987
New York Life Insurance Company 1981 - 1984
Plenum Publishing 1981 - 1983
Skills
Editing, Proofreading, Written Correspondence, Microsoft Office, Non-profit Volunteer, Back Office, Front Office, General Correspondence, Data Entry, Master Gardener, Organic Gardening, Garden Design, Community Gardens, Gardening, Garden, Performing Arts, Jazz Dance, Modern Dance, Ballroom Dance, Volunteering, Jewelry Design
Education
The University of Connecticut 2011 — 2011
Certified Master Gardener, Horticulture & Design
New York University SCE 1982 — 1983
Diploma in Software Development, Software Languages & Development
Colorado State University 1975 — 1979
Bachelor of Science, Psychology and Dance Performance
Lifetime Learners Institute at Norwalk Community College October 2013 - Present
Alberta Cifolleli, Fine Artist April 2013 - Present
MouseMuse Productions September 2012 - Present
Intelligent Design Gardens May 2012 - Present
Westport Arts Center December 2005 - June 2012
NYNEX / Verizon 1987 - 1992
Spider Systems Software 1984 - 1987
New York Life Insurance Company 1981 - 1984
Plenum Publishing 1981 - 1983
Skills
Editing, Proofreading, Written Correspondence, Microsoft Office, Non-profit Volunteer, Back Office, Front Office, General Correspondence, Data Entry, Master Gardener, Organic Gardening, Garden Design, Community Gardens, Gardening, Garden, Performing Arts, Jazz Dance, Modern Dance, Ballroom Dance, Volunteering, Jewelry Design
Education
The University of Connecticut 2011 — 2011
Certified Master Gardener, Horticulture & Design
New York University SCE 1982 — 1983
Diploma in Software Development, Software Languages & Development
Colorado State University 1975 — 1979
Bachelor of Science, Psychology and Dance Performance
Aryn Scarbrough's New York Life Insurance Company Experience 2012 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2012 - Present
Education
Colorado State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Centaurus High School 1998 — 2001
New York Life Insurance Company 2012 - Present
Education
Colorado State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Centaurus High School 1998 — 2001
Joshua Gabbard's New York Life Insurance Company Experience April 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2012 - Present
Sears September 2010 - March 2012
Arby's Restaurant Group August 2008 - December 2009
Hertz Corporation July 2007 - September 2008
Skills
Leadership, Sales, Customer Service, Management, Training, Communication, Business Planning
Education
College of Coastal Georgia 2004 — 2007
Camden County High School
diploma
New York Life Insurance Company April 2012 - Present
Sears September 2010 - March 2012
Arby's Restaurant Group August 2008 - December 2009
Hertz Corporation July 2007 - September 2008
Skills
Leadership, Sales, Customer Service, Management, Training, Communication, Business Planning
Education
College of Coastal Georgia 2004 — 2007
Camden County High School
diploma
veronica hirales's New York Life Insurance Company Experience February 2013 - Present
Job
Industry Financial Services
Experience
New York Life Insurance Company February 2013 - Present
Education
Community College of Southern Nevada
New York Life Insurance Company February 2013 - Present
Education
Community College of Southern Nevada
Courtney Toft's New York Life Insurance Company Experience July 2010 - Present
Job LongTerm Care Insurance Specialist Underwriting at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2010 - Present
New York Life Insurance Company July 2008 - July 2010
Community FirstBank April 2005 - July 2008
Skills
Medical Underwriting
Education
College of Charleston 1998 — 2003
Bachelor of Science (BS), Psychology
New York Life Insurance Company July 2010 - Present
New York Life Insurance Company July 2008 - July 2010
Community FirstBank April 2005 - July 2008
Skills
Medical Underwriting
Education
College of Charleston 1998 — 2003
Bachelor of Science (BS), Psychology
Isidro Leyva Jr's New York Life Insurance Company Experience January 2009 - January 2010
Job Claims Adjuster at American Family Insurance
Industry Insurance
Experience
American Family Insurance February 2010 - Present
New York Life Insurance Company January 2009 - January 2010
Skills
Customer service,..., Typing, Bilingual-English/Spanis..., Discipline, Excellent communications, Negotiation
Education
College of Southern Nevada 2002 — 2004
Associate of Arts (AA), Administration Of Justice
American Family Insurance February 2010 - Present
New York Life Insurance Company January 2009 - January 2010
Skills
Customer service,..., Typing, Bilingual-English/Spanis..., Discipline, Excellent communications, Negotiation
Education
College of Southern Nevada 2002 — 2004
Associate of Arts (AA), Administration Of Justice
Bart McNeil's New York Life Insurance Company Experience Sales ManagerMGR Strategic CommunicationsSeptember 2010 - July 2015
Job Financial Advisor at New York Life
Industry Public Relations and Communications
Experience
New York Life Insurance Company Sales ManagerMGR Strategic CommunicationsSeptember 2010 - July 2015
Transamerica November 2007 - August 2010
Natixis Global Asset Management May 2004 - March 2005
Evergreen Investments February 2000 - April 2004
Putnam Investments 1994 - 1996
Putnam Investments 1993 - 1996
Skills
Public Relations, Marketing Communications, Marketing, Event Management, Marketing Strategy, Social Media Marketing, Investments, Sales, Mutual Funds, Series 7, Social Media, Financial Services, Strategic Partnerships, Strategic Planning, Asset Management, Series 63, Business Development, Finance, Salesforce.com, Digital Media, Event Planning, Public Speaking, Relationship Management, Sales Operations, Account Management, Online Advertising, Fundraising, Alternative Investments, Financial Planning, Business Strategy, New Business Development, Nonprofits, Product Management, Media Relations, Press Releases, Customer Service, Negotiation, Start-ups, Business Planning, Direct Marketing, Fixed Annuities, Project Management, Sales Management, Microsoft Office, Facebook, Corporate Communications, Social Networking, Strategic Communications
Education
College of the Holy Cross 1988 — 1992
Bachelor of Arts (B.A.), History
St. John's Preparatory School 1984 — 1988
college prep, American History (United States)
St. Anselm College
New York Life Insurance Company Sales ManagerMGR Strategic CommunicationsSeptember 2010 - July 2015
Transamerica November 2007 - August 2010
Natixis Global Asset Management May 2004 - March 2005
Evergreen Investments February 2000 - April 2004
Putnam Investments 1994 - 1996
Putnam Investments 1993 - 1996
Skills
Public Relations, Marketing Communications, Marketing, Event Management, Marketing Strategy, Social Media Marketing, Investments, Sales, Mutual Funds, Series 7, Social Media, Financial Services, Strategic Partnerships, Strategic Planning, Asset Management, Series 63, Business Development, Finance, Salesforce.com, Digital Media, Event Planning, Public Speaking, Relationship Management, Sales Operations, Account Management, Online Advertising, Fundraising, Alternative Investments, Financial Planning, Business Strategy, New Business Development, Nonprofits, Product Management, Media Relations, Press Releases, Customer Service, Negotiation, Start-ups, Business Planning, Direct Marketing, Fixed Annuities, Project Management, Sales Management, Microsoft Office, Facebook, Corporate Communications, Social Networking, Strategic Communications
Education
College of the Holy Cross 1988 — 1992
Bachelor of Arts (B.A.), History
St. John's Preparatory School 1984 — 1988
college prep, American History (United States)
St. Anselm College