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,
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New York Life Insurance Company Employees
Employee
Years
Job
Industry
Terry Breitbord Terry Breitbord's New York Life Insurance Company Experience January 1979 - Present
Job Passionate Agent with New York Life helping individuals develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company January 1979 - Present
Joint Tax & Estate Seminar January 2012 - November 2012
Rotary Club of Ft. Lauderdale/Cypress Creek 2006 - 2007
Skills
401k Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Insurance Agent, Multi-Generational..., Multi-Generational..., Retirement Planning, Small Business, Wealth Preservation..., IRAs, Fixed Annuities, Strategic Financial..., Retirement, Financial Advisory, 401k, Life Insurance, Long-term Care, Financial Services, Long Term Care Insurance, Securities, Employee Benefits, Disability Insurance, Wealth Accumulation, Financial Planners, Roth IRA, Whole Life, Multi-generational..., Term Life Insurance, Variable Annuities, Series 6, Wealth, Mutual Funds, Buy-sell Agreements, Wealth Management, Financial Planning, Finance, Management, Leadership
Education
University of Pennsylvania - The Wharton School 1998 — 2001
MSFS, Masters of Financial Services
D'Amore-McKim School of Business at Northeastern University 1974 — 1976
University of Pittsburgh 1970 — 1974
BA, History and Political Science
New York Life Insurance Company January 1979 - Present
Joint Tax & Estate Seminar January 2012 - November 2012
Rotary Club of Ft. Lauderdale/Cypress Creek 2006 - 2007
Skills
401k Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Insurance Agent, Multi-Generational..., Multi-Generational..., Retirement Planning, Small Business, Wealth Preservation..., IRAs, Fixed Annuities, Strategic Financial..., Retirement, Financial Advisory, 401k, Life Insurance, Long-term Care, Financial Services, Long Term Care Insurance, Securities, Employee Benefits, Disability Insurance, Wealth Accumulation, Financial Planners, Roth IRA, Whole Life, Multi-generational..., Term Life Insurance, Variable Annuities, Series 6, Wealth, Mutual Funds, Buy-sell Agreements, Wealth Management, Financial Planning, Finance, Management, Leadership
Education
University of Pennsylvania - The Wharton School 1998 — 2001
MSFS, Masters of Financial Services
D'Amore-McKim School of Business at Northeastern University 1974 — 1976
University of Pittsburgh 1970 — 1974
BA, History and Political Science
Kerri Hamilton's New York Life Insurance Company Experience May 2013 - Present
Job Passionate Agent with New York Life Insurance Company devoting my time to helping families and small businesses
Industry Financial Services
Experience
New York Life Insurance Company May 2013 - Present
Life Time Fitness January 2009 - March 2013
Skills
Sales, Investments, Risk Management, Marketing, Finance, Microsoft Office, Financial Planning, Team Building, Banking, Project Management
Education
Dallas Baptist University 2002 — 2004
Bachelor of Arts (B.A.), Psychology
Liberty Christian School 1994 — 2002
New York Life Insurance Company May 2013 - Present
Life Time Fitness January 2009 - March 2013
Skills
Sales, Investments, Risk Management, Marketing, Finance, Microsoft Office, Financial Planning, Team Building, Banking, Project Management
Education
Dallas Baptist University 2002 — 2004
Bachelor of Arts (B.A.), Psychology
Liberty Christian School 1994 — 2002
Steven M. Agee, MBA Steven M. Agee, MBA's New York Life Insurance Company Experience March 2014 - Present
Job Dedicated New York Life Agent, blessed husband and grateful father of two young men and two young ladies
Industry Insurance
Experience
New York Life Insurance Company March 2014 - Present
Agee Family Farms January 2013 - Present
ProvenLearning January 2011 - May 2012
Educational Service Partners January 2008 - December 2010
eInstruction Corporation July 2005 - December 2007
Men's Ministry July 2003 - June 2005
Floyd County Public Schools August 1999 - June 2003
Skills
Wealth Preservation..., Sales, 401k Rollovers, Asset Protection, Building Relationships, Communication, Creative Problem Solving, Customer Insight, Education Funding, Gifting Strategies, Key Person Insurance, Buy-sell Agreements, Estate Planning, Legacies, Charitable Gift Planning, Networking, Protection..., Relationship Management, Small Business, Retirement Planning, Succession Planning, Multi-generational..., Customer Satisfaction, Education Funding...
Education
Floyd County High School
Dallas Theological Seminary 1997 — 1999
Masters of Biblical Studies
James Madison University 1994 — 1996
Master of Business Administration (M.B.A.)
James Madison University 1990 — 1994
Bachelor of Business Administration (BBA), Computer and Information Sciences and Support Services
New York Life Insurance Company March 2014 - Present
Agee Family Farms January 2013 - Present
ProvenLearning January 2011 - May 2012
Educational Service Partners January 2008 - December 2010
eInstruction Corporation July 2005 - December 2007
Men's Ministry July 2003 - June 2005
Floyd County Public Schools August 1999 - June 2003
Skills
Wealth Preservation..., Sales, 401k Rollovers, Asset Protection, Building Relationships, Communication, Creative Problem Solving, Customer Insight, Education Funding, Gifting Strategies, Key Person Insurance, Buy-sell Agreements, Estate Planning, Legacies, Charitable Gift Planning, Networking, Protection..., Relationship Management, Small Business, Retirement Planning, Succession Planning, Multi-generational..., Customer Satisfaction, Education Funding...
Education
Floyd County High School
Dallas Theological Seminary 1997 — 1999
Masters of Biblical Studies
James Madison University 1994 — 1996
Master of Business Administration (M.B.A.)
James Madison University 1990 — 1994
Bachelor of Business Administration (BBA), Computer and Information Sciences and Support Services
Meghan Keshishian Meghan Keshishian's New York Life Insurance Company Experience July 2013 - Present
Job Financial Specialist
Industry Investment Management
Experience
New York Life Insurance Company July 2013 - Present
Dana Gilbert June 2011 - June 2013
Express Employment Professionals April 2011 - May 2011
Skills
Data Entry, Customer Service, Microsoft Word, Fundraising, Insurance, Administrative..., Telephone Skills, Lotus Notes, Administration, Access, Analysis, Interviews, Leadership, Microsoft Excel, Microsoft Office, Recruiting, Sales
Education
Montclair State University 2012 — 2015
Master of Arts (M.A.), English
Ramapo College of New Jersey 2006 — 2009
B.A, Literature
County College of Morris 2003 — 2006
A.A, Liberal Arts
New York Life Insurance Company July 2013 - Present
Dana Gilbert June 2011 - June 2013
Express Employment Professionals April 2011 - May 2011
Skills
Data Entry, Customer Service, Microsoft Word, Fundraising, Insurance, Administrative..., Telephone Skills, Lotus Notes, Administration, Access, Analysis, Interviews, Leadership, Microsoft Excel, Microsoft Office, Recruiting, Sales
Education
Montclair State University 2012 — 2015
Master of Arts (M.A.), English
Ramapo College of New Jersey 2006 — 2009
B.A, Literature
County College of Morris 2003 — 2006
A.A, Liberal Arts
Donna Roseberry, MBA Donna Roseberry, MBA's New York Life Insurance Company Experience December 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company December 2012 - Present
BNI 2013 - 2014
Aflac June 2012 - December 2012
Comcast April 2005 - March 2012
Comcast October 2000 - April 2005
Comcast Cable June 1999 - October 2000
Skills
Insurance, Asset Protection, Protection..., Multi-generational..., Legacies, 401k Rollovers, Retirement Planning, Estate Planning, Wealth Preservation..., Gifting Strategies, Small Business, Key Person Protection, Succession Planning, Multitasking Skills, Time Management, Thought Leadership, Life Insurance, 401(k) Rollovers, Multi-Generational..., Long-Term Care Insurance, CRM
Education
Southern Adventist University 2009 — 2012
MBA, Marketing, Mangerial Sciences, 3.65
Covenant College 2002 — 2005
Bachelor of Science, Organizational Management, 3.8
Cleveland High School
New York Life Insurance Company December 2012 - Present
BNI 2013 - 2014
Aflac June 2012 - December 2012
Comcast April 2005 - March 2012
Comcast October 2000 - April 2005
Comcast Cable June 1999 - October 2000
Skills
Insurance, Asset Protection, Protection..., Multi-generational..., Legacies, 401k Rollovers, Retirement Planning, Estate Planning, Wealth Preservation..., Gifting Strategies, Small Business, Key Person Protection, Succession Planning, Multitasking Skills, Time Management, Thought Leadership, Life Insurance, 401(k) Rollovers, Multi-Generational..., Long-Term Care Insurance, CRM
Education
Southern Adventist University 2009 — 2012
MBA, Marketing, Mangerial Sciences, 3.65
Covenant College 2002 — 2005
Bachelor of Science, Organizational Management, 3.8
Cleveland High School
Ray Miles Ray Miles's New York Life Insurance Company Experience 1996 - 1996
Job Exec VP & US Market at Zenith Quest International LLC
Industry Consumer Goods
Experience
JUSTeyefashionUSA February 2013 - Present
Zenith Quest International LLC December 2011 - Present
QuickleenUSA October 2011 - Present
Lawns and Flowers 2004 - 2011
Apostleship International Inc 2002 - 2004
Christian Aid Mission 1997 - 2002
New York Life Insurance Company 1996 - 1996
Choong Hyun Church 1988 - 1991
International Theological Seminary 1986 - 1988
Skills
Entrepreneurial..., Cross-Cultural..., International Nonprofit..., Public Speaking, Public Relations, Fundraising, International Business, Non-profits, Social Networking, Entrepreneur, Innovation, International, Cross-cultural..., Intercultural Awareness, Sales Management, Nonprofits, Entrepreneurship, Cross-cultural Teams, International Sales, Trade Shows, Consumer Products, Market Analysis, Community Outreach, B2B, Volunteer Management, Change Management, Leadership, P&L Management, Marketing Strategy, Team Building, New Business Development, Sales Operations, Key Account Development, Start-ups, Business Planning, Management, Retail, Marketing, Marketing Management
Education
Covenant Theological Seminary 1983 — 1986
Master of Divinity, Missions
University of Delaware 1978 — 1982
Bachelor of Arts, Chemistry
Brandywine High School 1975 — 1978
JUSTeyefashionUSA February 2013 - Present
Zenith Quest International LLC December 2011 - Present
QuickleenUSA October 2011 - Present
Lawns and Flowers 2004 - 2011
Apostleship International Inc 2002 - 2004
Christian Aid Mission 1997 - 2002
New York Life Insurance Company 1996 - 1996
Choong Hyun Church 1988 - 1991
International Theological Seminary 1986 - 1988
Skills
Entrepreneurial..., Cross-Cultural..., International Nonprofit..., Public Speaking, Public Relations, Fundraising, International Business, Non-profits, Social Networking, Entrepreneur, Innovation, International, Cross-cultural..., Intercultural Awareness, Sales Management, Nonprofits, Entrepreneurship, Cross-cultural Teams, International Sales, Trade Shows, Consumer Products, Market Analysis, Community Outreach, B2B, Volunteer Management, Change Management, Leadership, P&L Management, Marketing Strategy, Team Building, New Business Development, Sales Operations, Key Account Development, Start-ups, Business Planning, Management, Retail, Marketing, Marketing Management
Education
Covenant Theological Seminary 1983 — 1986
Master of Divinity, Missions
University of Delaware 1978 — 1982
Bachelor of Arts, Chemistry
Brandywine High School 1975 — 1978
Varun Ramadurai Varun Ramadurai's New York Life Insurance Company Experience May 2013 - December 2013
Job at
Industry Banking
Experience
Anaqua January 2014 - Present
Anaqua January 2014 - Present
New York Life Insurance Company May 2013 - December 2013
USAlliance Federal Credit Union February 2013 - May 2013
Leader Bank June 2012 - January 2013
Skills
Mortgage Lending, Loans, FHA, Mortgage Banking, Refinance, Credit, Credit Analysis, Residential Mortgages, VA loans, USDA, Banking
Education
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), History
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), Spanish
Anaqua January 2014 - Present
Anaqua January 2014 - Present
New York Life Insurance Company May 2013 - December 2013
USAlliance Federal Credit Union February 2013 - May 2013
Leader Bank June 2012 - January 2013
Skills
Mortgage Lending, Loans, FHA, Mortgage Banking, Refinance, Credit, Credit Analysis, Residential Mortgages, VA loans, USDA, Banking
Education
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), History
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), Spanish
Steve Slate Steve Slate's New York Life Insurance Company Experience April 2011 - Present
Job Registered Representative at NYLife Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company April 2011 - Present
NYLIFE Securities LLC April 2011 - Present
Skills
Asset Protection, Education Funding..., Financial Services, IRA Rollovers, Grandchild Gifting, Life Insurance, Personal Finance, Retirement, Small Business, Wealth Preservation..., Supplements to Employee..., Risk Management, Investments, Insurance, Licensed Life Insurance..., Estate Planning, IRAs, Retirement Planning, Securities
Education
Dallas Baptist University 1994 — 1996
Bachelor's Degree, Applied Business Administration
Weatherford College 1992 — 1994
Associate's Degree, Applied Science
New York Life Insurance Company April 2011 - Present
NYLIFE Securities LLC April 2011 - Present
Skills
Asset Protection, Education Funding..., Financial Services, IRA Rollovers, Grandchild Gifting, Life Insurance, Personal Finance, Retirement, Small Business, Wealth Preservation..., Supplements to Employee..., Risk Management, Investments, Insurance, Licensed Life Insurance..., Estate Planning, IRAs, Retirement Planning, Securities
Education
Dallas Baptist University 1994 — 1996
Bachelor's Degree, Applied Business Administration
Weatherford College 1992 — 1994
Associate's Degree, Applied Science
Eric Van Straalen Eric Van Straalen's New York Life Insurance Company Experience June 2014 - March 2015
Job Licensed to sell Insurance, annuities and Long term care solutions
Industry Insurance
Experience
New York Life Insurance Company June 2014 - March 2015
Rabobank Noordenveld West Groningen January 2003 - August 2012
Agrifirm April 1999 - January 2003
Skills
Dutch, Agriculture, English, Financial Analysis, Analysis, Agricultural Lending, Credit Review, Cross Selling, Underwriting, Life Insurance, Annuity Sales, Licensed Life Insurance..., Permanent Life Insurance, 401k Rollovers, Customer Relations, Account Management, Licensed in Long Term..., Agribusiness, Financial Services, Mortgage Lending, Cash Flow Management, Credit
Education
De Anza College 2014 — 2014
Federal Income Tax
De Anza College 2013 — 2013
Real Estate Classes
Agricultural Univerity/Post Bachelor Delft, Netherlands 1991 — 1992
Post Bachelor year, Management and Marketing
Prof H.C. van Hall Institute 1986 — 1991
Bachelor of Business and Agriculture, Business/Agriculture
RSG Het Hogeland, Warffum, Netherlands 1981 — 1986
Higher general secondary education
New York Life Insurance Company June 2014 - March 2015
Rabobank Noordenveld West Groningen January 2003 - August 2012
Agrifirm April 1999 - January 2003
Skills
Dutch, Agriculture, English, Financial Analysis, Analysis, Agricultural Lending, Credit Review, Cross Selling, Underwriting, Life Insurance, Annuity Sales, Licensed Life Insurance..., Permanent Life Insurance, 401k Rollovers, Customer Relations, Account Management, Licensed in Long Term..., Agribusiness, Financial Services, Mortgage Lending, Cash Flow Management, Credit
Education
De Anza College 2014 — 2014
Federal Income Tax
De Anza College 2013 — 2013
Real Estate Classes
Agricultural Univerity/Post Bachelor Delft, Netherlands 1991 — 1992
Post Bachelor year, Management and Marketing
Prof H.C. van Hall Institute 1986 — 1991
Bachelor of Business and Agriculture, Business/Agriculture
RSG Het Hogeland, Warffum, Netherlands 1981 — 1986
Higher general secondary education
Stephen Luby's New York Life Insurance Company Experience September 2015 - Present
Job New York Life Insurance Company and NYLife Securities
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company May 2012 - August 2015
New York Life Insurance Company July 2009 - May 2012
Landmark Legal Solutions October 2007 - September 2009
The MedLeh Group August 2006 - October 2007
Skills
Management, Life Insurance, Finance, Training, Estate Planning, Recruiting, Financial Services, Investments, Insurance, Analysis, Retirement Planning, Leadership, Small Business, Strategic Financial..., Account Management, Entrepreneurship, Business Planning, Marketing, Strategic Planning, New Business Development, Mutual Funds, Business Development
Education
Cornell University 2000 — 2004
Bachelor of Science (B.S.)
The Gow School 1997 — 2000
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company May 2012 - August 2015
New York Life Insurance Company July 2009 - May 2012
Landmark Legal Solutions October 2007 - September 2009
The MedLeh Group August 2006 - October 2007
Skills
Management, Life Insurance, Finance, Training, Estate Planning, Recruiting, Financial Services, Investments, Insurance, Analysis, Retirement Planning, Leadership, Small Business, Strategic Financial..., Account Management, Entrepreneurship, Business Planning, Marketing, Strategic Planning, New Business Development, Mutual Funds, Business Development
Education
Cornell University 2000 — 2004
Bachelor of Science (B.S.)
The Gow School 1997 — 2000
Joyce Akol's New York Life Insurance Company Experience September 2014 - May 2015
Job Business Development, Marketing
Industry Marketing and Advertising
Experience
New York Life Insurance Company September 2014 - May 2015
Asiaport Equipment & Logistics Corporation November 2007 - August 2013
Central Inter- Transport Logistics Company (CILC) September 2006 - August 2007
Rockwell Land Corporation June 2005 - May 2006
SM Homeworld 2004 - 2005
Skills
Management, Negotiation, Digital Marketing, Sales, Advertising, Market Research, Marketing, Business Development, Logistics, Transportation, Marketing Strategy, Shipping, Operations Management, Process Improvement, Team Management, Business Planning, Project Planning, Leadership, Freight, Communication Skills, Marketing Management, Team-oriented, Business English, Project Management, Account Management, Change Management, Organizational..., Social Media Marketing, Strategy, Customer Service, Brand Management, Event Management, Ports, International..., Brand Development, Product Development, adver, Social Networking, Team Leadership, Team Building, Marketing Communications, Selling, Sales Management, Budgets, Integrated Marketing, Microsoft Office, Microsoft Excel, Micro, Keynote, Facebook
Education
Hult International Business School 2013 — 2014
Master's Degree, International Marketing
De La Salle University 1999 — 2002
Bachelor of Arts (B.A.), Development Studies
Assumption College, San Lorenzo Makati 1995 — 1999
New York Life Insurance Company September 2014 - May 2015
Asiaport Equipment & Logistics Corporation November 2007 - August 2013
Central Inter- Transport Logistics Company (CILC) September 2006 - August 2007
Rockwell Land Corporation June 2005 - May 2006
SM Homeworld 2004 - 2005
Skills
Management, Negotiation, Digital Marketing, Sales, Advertising, Market Research, Marketing, Business Development, Logistics, Transportation, Marketing Strategy, Shipping, Operations Management, Process Improvement, Team Management, Business Planning, Project Planning, Leadership, Freight, Communication Skills, Marketing Management, Team-oriented, Business English, Project Management, Account Management, Change Management, Organizational..., Social Media Marketing, Strategy, Customer Service, Brand Management, Event Management, Ports, International..., Brand Development, Product Development, adver, Social Networking, Team Leadership, Team Building, Marketing Communications, Selling, Sales Management, Budgets, Integrated Marketing, Microsoft Office, Microsoft Excel, Micro, Keynote, Facebook
Education
Hult International Business School 2013 — 2014
Master's Degree, International Marketing
De La Salle University 1999 — 2002
Bachelor of Arts (B.A.), Development Studies
Assumption College, San Lorenzo Makati 1995 — 1999
Gil Bertin Gil Bertin's New York Life Insurance Company Experience July 1988 - July 2012
Job GB DATA CONSULTING, INC. President & Network Engineer
Industry Information Technology and Services
Experience
GB DATA CONSULTING, INC. October 2012 - Present
New York Life Insurance Company July 1988 - July 2012
Skills
Server Management for..., Folder and File..., Managing Disk space on..., Proficient in creating..., Proficient in..., Provide Desktop..., Data Recovery..., Disaster Recovery, Servers, Technical Support, Active Directory, Virtualization, Network Design, Business Continuity, Windows, IT Service Management, Networking, BMC Remedy, Switches, Hardware, IT Management, Microsoft Exchange, VMware, Citrix, Windows Server, VMware ESX, System Deployment, Data Center, System Administration, Blackberry Enterprise...
Education
CCNY
Bachelor of Science (B.S.), Economics
CUNY Bronx Community College
Associate of Arts (A.A.)
GB DATA CONSULTING, INC. October 2012 - Present
New York Life Insurance Company July 1988 - July 2012
Skills
Server Management for..., Folder and File..., Managing Disk space on..., Proficient in creating..., Proficient in..., Provide Desktop..., Data Recovery..., Disaster Recovery, Servers, Technical Support, Active Directory, Virtualization, Network Design, Business Continuity, Windows, IT Service Management, Networking, BMC Remedy, Switches, Hardware, IT Management, Microsoft Exchange, VMware, Citrix, Windows Server, VMware ESX, System Deployment, Data Center, System Administration, Blackberry Enterprise...
Education
CCNY
Bachelor of Science (B.S.), Economics
CUNY Bronx Community College
Associate of Arts (A.A.)
Anh Ng Anh Ng's New York Life Insurance Company Experience 2014 - Present
Job Director of Recruiting at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
New York Life Insurance Company January 2012 - December 2012
Roche February 2002 - July 2006
Skills
Recruiting, Candidate Selection, Microsoft Office, Talent Management, Customer Service, Marketing, Sales, Interviewing Skills, Talent Acquisition, Financial Recruiting, Screening Resumes, Internet Recruiting, Public Speaking, Public Relations, Social Networking, Social Media Marketing, Career Development, Executive Search, Employee Relations, Applicant Tracking..., Sales Hiring, Networking, Employee Training, Management, Training, Leadership, Team Building
Education
Curtin University 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Environmental Biology
New York Life Insurance Company 2014 - Present
New York Life Insurance Company January 2012 - December 2012
Roche February 2002 - July 2006
Skills
Recruiting, Candidate Selection, Microsoft Office, Talent Management, Customer Service, Marketing, Sales, Interviewing Skills, Talent Acquisition, Financial Recruiting, Screening Resumes, Internet Recruiting, Public Speaking, Public Relations, Social Networking, Social Media Marketing, Career Development, Executive Search, Employee Relations, Applicant Tracking..., Sales Hiring, Networking, Employee Training, Management, Training, Leadership, Team Building
Education
Curtin University 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Environmental Biology
Anthony Bordenga's New York Life Insurance Company Experience August 2015 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2015 - Present
New York Life Insurance Company June 2014 - August 2015
Shula's 347 Grill October 2012 - August 2015
Skills
Marketing, Life Insurance, Term Life Insurance, Whole Life, Retirement Planning, Wealth Preservation..., Wealth Preservation, Long-term Care, Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business, 401k Rollovers, Asset Protection, Long Term Care Insurance, Retirement, Problem Solving, Sales, Customer Service, Public Speaking, Time Management, Social Media Marketing, Personal Finance, Risk Management, Buy-sell Agreements, Fixed Annuities, Business Exit Strategy, Business Insurance..., Education Funding..., Income Protection, Legacy Planning, Whole Life Insurance, Business Networking
Education
University of Central Florida 2013 — 2015
Bachelor’s Degree, Marketing
Daytona State College 2010 — 2013
Associate of Arts (AA)
New York Life Insurance Company August 2015 - Present
New York Life Insurance Company June 2014 - August 2015
Shula's 347 Grill October 2012 - August 2015
Skills
Marketing, Life Insurance, Term Life Insurance, Whole Life, Retirement Planning, Wealth Preservation..., Wealth Preservation, Long-term Care, Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business, 401k Rollovers, Asset Protection, Long Term Care Insurance, Retirement, Problem Solving, Sales, Customer Service, Public Speaking, Time Management, Social Media Marketing, Personal Finance, Risk Management, Buy-sell Agreements, Fixed Annuities, Business Exit Strategy, Business Insurance..., Education Funding..., Income Protection, Legacy Planning, Whole Life Insurance, Business Networking
Education
University of Central Florida 2013 — 2015
Bachelor’s Degree, Marketing
Daytona State College 2010 — 2013
Associate of Arts (AA)
Cescilar Torres's New York Life Insurance Company Experience September 2010 - May 2012
Job Contract Analyst Administrator
Industry Medical Devices
Experience
LifeScan, Johnson & Johson November 2014 - Present
8x8, Inc. May 2012 - October 2014
Mixbook November 2011 - January 2013
New York Life Insurance Company September 2010 - May 2012
Skills
Computer-savvy, Social Networking, Social Promotion, Long-term Customer..., Food Service, Written & Verbal..., Advocate Of Teamwork, Initiative, Driven, Planning & Organizing..., Time Management, Leadership, Independence, Adaptable & a quick..., Teamwork, Call Centers, Customer Service, Account Management, Sales, Microsoft Office
Education
De Anza College 2012 — 2015
General Education, Business Administration and Management, General
Santa Clara High School 2003 — 2007
HS Diploma, General Education
Columbia Middle School
LifeScan, Johnson & Johson November 2014 - Present
8x8, Inc. May 2012 - October 2014
Mixbook November 2011 - January 2013
New York Life Insurance Company September 2010 - May 2012
Skills
Computer-savvy, Social Networking, Social Promotion, Long-term Customer..., Food Service, Written & Verbal..., Advocate Of Teamwork, Initiative, Driven, Planning & Organizing..., Time Management, Leadership, Independence, Adaptable & a quick..., Teamwork, Call Centers, Customer Service, Account Management, Sales, Microsoft Office
Education
De Anza College 2012 — 2015
General Education, Business Administration and Management, General
Santa Clara High School 2003 — 2007
HS Diploma, General Education
Columbia Middle School
Jennifer Beech Jennifer Beech's New York Life Insurance Company Experience May 2013 - Present
Job Agent at New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company May 2013 - Present
New York Life Insurance Company November 2012 - Present
Skills
Research, Grants, Data Analysis, Non-profits, Research Administration, Teaching, Statistics, Microsoft Office, Policy Analysis, Higher Education, Editing, Grant Writing, Program Evaluation, Microsoft Excel, Event Planning, PowerPoint, English, Analysis, Nonprofits, Fundraising
Education
CUNY Medgar Evers College
Bachelor of Science (BS), Business, Cum Laude
CUNY Medgar Evers College
Bachelor of Science (B.S.), Business Administration and Management, General
New York Life Insurance Company May 2013 - Present
New York Life Insurance Company November 2012 - Present
Skills
Research, Grants, Data Analysis, Non-profits, Research Administration, Teaching, Statistics, Microsoft Office, Policy Analysis, Higher Education, Editing, Grant Writing, Program Evaluation, Microsoft Excel, Event Planning, PowerPoint, English, Analysis, Nonprofits, Fundraising
Education
CUNY Medgar Evers College
Bachelor of Science (BS), Business, Cum Laude
CUNY Medgar Evers College
Bachelor of Science (B.S.), Business Administration and Management, General
Judd Dickey Judd Dickey's New York Life Insurance Company Experience January 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Program Development
Experience
New York Life Insurance Company January 2015 - Present
TripleHelix Consulting March 2003 - April 2015
Bank of America (formerly MBNA Marketing Systems, Inc.) April 2002 - March 2005
Bank of America (formerly MBNA Marketing Systems, Inc.) April 2000 - April 2002
Bank of America (formerly MBNA Marketing Systems, Inc.) March 1997 - April 2000
Skills
Leadership, Project Management, Strategic Planning, Customer Service, Human Resources, Market Analysis, New Business Development, Sales, Marketing Strategy, Management, Social Media, Advertising, Advertising Sales, Risk Assessment, Business Analysis, Microsoft Office, Budgeting, International Business, Marketing, Microsoft Excel, Nonprofits, Quality Assurance, Vendor Management, Account Management, Volunteer Management, Business Process..., Training & Development, Troubleshooting, SQL, Salesforce.com, CRM Databases, Online Advertising, E-commerce, Direct Sales, Public Speaking, Sales Presentations, Strategic Partnerships, Contract Negotiation, Sales Prospecting, Financial Analysis, Digital Marketing, Market Development, Banking, Coaching, DB2
Education
Texas A&M University 1993 — 1995
Bachelor's Degree, Finance
Dallas Theological Seminary 2000 — 2004
Master's Degree, Leadership
New York Life Insurance Company January 2015 - Present
TripleHelix Consulting March 2003 - April 2015
Bank of America (formerly MBNA Marketing Systems, Inc.) April 2002 - March 2005
Bank of America (formerly MBNA Marketing Systems, Inc.) April 2000 - April 2002
Bank of America (formerly MBNA Marketing Systems, Inc.) March 1997 - April 2000
Skills
Leadership, Project Management, Strategic Planning, Customer Service, Human Resources, Market Analysis, New Business Development, Sales, Marketing Strategy, Management, Social Media, Advertising, Advertising Sales, Risk Assessment, Business Analysis, Microsoft Office, Budgeting, International Business, Marketing, Microsoft Excel, Nonprofits, Quality Assurance, Vendor Management, Account Management, Volunteer Management, Business Process..., Training & Development, Troubleshooting, SQL, Salesforce.com, CRM Databases, Online Advertising, E-commerce, Direct Sales, Public Speaking, Sales Presentations, Strategic Partnerships, Contract Negotiation, Sales Prospecting, Financial Analysis, Digital Marketing, Market Development, Banking, Coaching, DB2
Education
Texas A&M University 1993 — 1995
Bachelor's Degree, Finance
Dallas Theological Seminary 2000 — 2004
Master's Degree, Leadership
Felicia Ivey Felicia Ivey's New York Life Insurance Company Experience March 2012 - July 2014
Job Personal Banker
Industry Information Technology and Services
Experience
New York Life Insurance Company March 2012 - July 2014
KeyBank May 1996 - June 2011
Key Bank 1995 - 2011
First Energy (Centerior Energy) August 1988 - December 1994
Skills
Project Management, Analysis, Requirements Gathering, Training, Business Analysis, SDLC, Visio, Process Improvement, Business Requirements, Vendor Management, Requirements Analysis, Microsoft Office, Customer Service, JCL, COBOL
Education
Notre Dame College 1990 — 1992
Bachelor of Arts, Business Administration
Cuyahoga Community College 1980 — 1983
Associate, Business Data Processing
New York Life Insurance Company March 2012 - July 2014
KeyBank May 1996 - June 2011
Key Bank 1995 - 2011
First Energy (Centerior Energy) August 1988 - December 1994
Skills
Project Management, Analysis, Requirements Gathering, Training, Business Analysis, SDLC, Visio, Process Improvement, Business Requirements, Vendor Management, Requirements Analysis, Microsoft Office, Customer Service, JCL, COBOL
Education
Notre Dame College 1990 — 1992
Bachelor of Arts, Business Administration
Cuyahoga Community College 1980 — 1983
Associate, Business Data Processing
James B. Edge James B. Edge's New York Life Insurance Company Experience November 2014 - Present
Job Series 7 license
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
Skills
Coaching, Community Outreach, Curriculum Design, Curriculum Development, Customer Service, Educational Leadership, Educational Technology, Finance, Financial Planners, Financial Services, Leadership, Microsoft Office, PowerPoint, Public Speaking, Risk Management, Staff Development, Strategic Planning, Team Building
Education
David N. Myers University
Bachelor's degree, Accounting
New York Life Insurance Company November 2014 - Present
Skills
Coaching, Community Outreach, Curriculum Design, Curriculum Development, Customer Service, Educational Leadership, Educational Technology, Finance, Financial Planners, Financial Services, Leadership, Microsoft Office, PowerPoint, Public Speaking, Risk Management, Staff Development, Strategic Planning, Team Building
Education
David N. Myers University
Bachelor's degree, Accounting
Joseph Goncalves Joseph Goncalves's New York Life Insurance Company Experience April 2013 - December 2013
Job Risk Assurance Experienced Associate at PwC
Industry Financial Services
Experience
PwC January 2014 - Present
New York Life Insurance Company April 2013 - December 2013
Brown Billone Tennis Club September 2011 - December 2012
Fox Capital Partners Inc. January 2007 - August 2011
Mitchell’s of Westport May 2007 - August 2010
Fox Capital Partners Inc. January 2007 - March 2008
Skills
Bloomberg Terminal, Microsoft Office, Customer Service, Networking Solutions, Web Design, Licensed Life Insurance..., 401k Rollovers, Estate Planning, Annuity Sales, Networking, Financial Modeling
Education
Stonehill College 2009 — 2013
B.S. Finance, Finance, Economics
Curry College 2006 — 2008
PwC January 2014 - Present
New York Life Insurance Company April 2013 - December 2013
Brown Billone Tennis Club September 2011 - December 2012
Fox Capital Partners Inc. January 2007 - August 2011
Mitchell’s of Westport May 2007 - August 2010
Fox Capital Partners Inc. January 2007 - March 2008
Skills
Bloomberg Terminal, Microsoft Office, Customer Service, Networking Solutions, Web Design, Licensed Life Insurance..., 401k Rollovers, Estate Planning, Annuity Sales, Networking, Financial Modeling
Education
Stonehill College 2009 — 2013
B.S. Finance, Finance, Economics
Curry College 2006 — 2008
Richard S Ennis Richard S Ennis's New York Life Insurance Company Experience April 2011 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company April 2011 - Present
P&G November 2001 - August 2009
The Gillette Company 1998 - 2001
Duracell Batteries 1989 - 1998
Duracell Batteries 1982 - 1989
Armstrong World Industries 1976 - 1982
US Steel 1975 - 1975
Skills
Insurance, Investments, 401(k) Rollovers, Retirement Planning, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Protection..., Thought Leadership, Wealth Preservation..., Retirement, Succession Planning, Strategic Planning
Education
LaGrange College 1989 — 1991
MBA
Georgia Institute of Technology 1972 — 1974
BIE, Industrial Engineering
Darton College 1970 — 1972
Physics
Westover High School
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company April 2011 - Present
P&G November 2001 - August 2009
The Gillette Company 1998 - 2001
Duracell Batteries 1989 - 1998
Duracell Batteries 1982 - 1989
Armstrong World Industries 1976 - 1982
US Steel 1975 - 1975
Skills
Insurance, Investments, 401(k) Rollovers, Retirement Planning, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Protection..., Thought Leadership, Wealth Preservation..., Retirement, Succession Planning, Strategic Planning
Education
LaGrange College 1989 — 1991
MBA
Georgia Institute of Technology 1972 — 1974
BIE, Industrial Engineering
Darton College 1970 — 1972
Physics
Westover High School
Josh Pederson's New York Life Insurance Company Experience March 2013 - April 2015
Job Specializing in helping start up and small business owners with their risk management solutions.
Industry Insurance
Experience
Bridge Stone Agency, LLC April 2015 - Present
NYLIFE Securities LLC July 2013 - April 2015
New York Life Insurance Company March 2013 - April 2015
Memorial Lutheran School July 2008 - June 2013
St. John's Lutheran School - Watertown July 2003 - June 2008
Nebraska Evangelical Lutheran High School July 2002 - June 2003
Skills
Retirement Planning, Business Planning, Finance, Asset Protection, Succession Planning, Fixed Annuities, Life Insurance, Property & Casualty..., Commercial Insurance, Term Life Insurance, Investments, Small Business, Estate Planning, Insurance, Customer Service, 401k Rollovers, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Wealth Preservation..., Leadership, Public Speaking, Management, Employee Benefits
Education
Davenport University 2015 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Martin Luther College 1997 — 2002
B.S., Education
Minnesota Valley Lutheran High School 1993 — 1997
Bridge Stone Agency, LLC April 2015 - Present
NYLIFE Securities LLC July 2013 - April 2015
New York Life Insurance Company March 2013 - April 2015
Memorial Lutheran School July 2008 - June 2013
St. John's Lutheran School - Watertown July 2003 - June 2008
Nebraska Evangelical Lutheran High School July 2002 - June 2003
Skills
Retirement Planning, Business Planning, Finance, Asset Protection, Succession Planning, Fixed Annuities, Life Insurance, Property & Casualty..., Commercial Insurance, Term Life Insurance, Investments, Small Business, Estate Planning, Insurance, Customer Service, 401k Rollovers, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Wealth Preservation..., Leadership, Public Speaking, Management, Employee Benefits
Education
Davenport University 2015 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Martin Luther College 1997 — 2002
B.S., Education
Minnesota Valley Lutheran High School 1993 — 1997
Shenequia Smith Shenequia Smith's New York Life Insurance Company Experience December 2013 - January 2014
Job Training Coordinator at Raytheon/22nd Century Technologies Inc.
Industry Government Administration
Experience
22nd Century Technologies Inc.@Raytheon November 2014 - Present
MMC Strategic Staffing August 2014 - Present
Xlibris July 2010 - Present
New York Life Insurance Company December 2013 - January 2014
Insight Global, Inc. September 2013 - September 2013
J. P. Morgan Chase June 2013 - August 2013
Vets, Inc. April 2012 - October 2012
UPS 2012 - 2012
Skills
Law Enforcement..., Security, Clerical Skills, Administrative..., Receptionist Duties, Originating, Microsoft Office, Internet, Email, Fax, Copying, Filing, Accurate Data Entry, Office Administration, Published Author, Poetry, Software Documentation, Creative Writing, Customer Service, Public Speaking, Social Networking, Event Planning, Team Building, Training
Education
Dallas Baptist University 2009 — 2015
Bachelor of Arts (B.A.), Counseling Psychology
Justin F. Kimball High School 1988 — 1992
High School Diploma, Basic Skills and Developmental/Remedial Education
22nd Century Technologies Inc.@Raytheon November 2014 - Present
MMC Strategic Staffing August 2014 - Present
Xlibris July 2010 - Present
New York Life Insurance Company December 2013 - January 2014
Insight Global, Inc. September 2013 - September 2013
J. P. Morgan Chase June 2013 - August 2013
Vets, Inc. April 2012 - October 2012
UPS 2012 - 2012
Skills
Law Enforcement..., Security, Clerical Skills, Administrative..., Receptionist Duties, Originating, Microsoft Office, Internet, Email, Fax, Copying, Filing, Accurate Data Entry, Office Administration, Published Author, Poetry, Software Documentation, Creative Writing, Customer Service, Public Speaking, Social Networking, Event Planning, Team Building, Training
Education
Dallas Baptist University 2009 — 2015
Bachelor of Arts (B.A.), Counseling Psychology
Justin F. Kimball High School 1988 — 1992
High School Diploma, Basic Skills and Developmental/Remedial Education
Katherine Matias's New York Life Insurance Company Experience October 2012 - April 2014
Job Wing (Asst. Maitre'D) at Bodega Negra at the Dream Downtown
Industry Financial Services
Experience
Bodega Negra at the Dream Downtown October 2014 - Present
New York Life Insurance Company October 2012 - April 2014
American Apparel November 2010 - January 2012
Skills
Retirement Planning, Retirement, Fixed Annuities, Strategic Financial..., Wealth Management, Investments, Estate Planning, Life Insurance, IRAs, Insurance, Financial Advisory, Mutual Funds, Finance, Leadership, Financial Planners, Financial Services, Long-term Care, Term Life Insurance, Pensions, Wealth Accumulation, 401k Rollovers, College Savings Plans, Health Insurance, Financial Planning
Education
CUNY York College
Bodega Negra at the Dream Downtown October 2014 - Present
New York Life Insurance Company October 2012 - April 2014
American Apparel November 2010 - January 2012
Skills
Retirement Planning, Retirement, Fixed Annuities, Strategic Financial..., Wealth Management, Investments, Estate Planning, Life Insurance, IRAs, Insurance, Financial Advisory, Mutual Funds, Finance, Leadership, Financial Planners, Financial Services, Long-term Care, Term Life Insurance, Pensions, Wealth Accumulation, 401k Rollovers, College Savings Plans, Health Insurance, Financial Planning
Education
CUNY York College
Brandon Teamer Brandon Teamer's New York Life Insurance Company Experience January 2009 - January 2010
Job Associate Analyst Mutual Fund Research at Edward Jones
Industry Investment Management
Experience
Edward Jones July 2015 - Present
Edward Jones June 2014 - June 2015
Mutual of Omaha Insurance Company April 2012 - May 2013
Omaha Healthy Kids Alliance - AmeriCorps September 2010 - August 2011
New York Life Insurance Company January 2009 - January 2010
TD Ameritrade March 2008 - December 2008
Kiewit Corporation September 2007 - March 2008
Douglas County Treasurer's Office June 2007 - August 2007
Nelnet May 2005 - June 2007
Skills
Accounting, Risk Management, Asset Management, Wealth Management, Investment Strategies, Analysis, Leadership, Financial Reporting, Strategic Planning, Data Analysis, Microsoft Excel, Process Improvement, Customer Service
Education
Creighton University
Master of Business Administration (M.B.A.), MBA Candidate
Creighton University 2011 — 2013
Master of Investment Management and Financial Analysis, Finance
University of Nebraska-Lincoln 2003 — 2008
Bachelor of Science, Finance
Central High School 1999 — 2003
Chartered Financial Analyst (CFA) - Level 2 Candidate - December 2016
Wall Street Prep: Financial and Valuation Modeling Certification Candidate
Edward Jones July 2015 - Present
Edward Jones June 2014 - June 2015
Mutual of Omaha Insurance Company April 2012 - May 2013
Omaha Healthy Kids Alliance - AmeriCorps September 2010 - August 2011
New York Life Insurance Company January 2009 - January 2010
TD Ameritrade March 2008 - December 2008
Kiewit Corporation September 2007 - March 2008
Douglas County Treasurer's Office June 2007 - August 2007
Nelnet May 2005 - June 2007
Skills
Accounting, Risk Management, Asset Management, Wealth Management, Investment Strategies, Analysis, Leadership, Financial Reporting, Strategic Planning, Data Analysis, Microsoft Excel, Process Improvement, Customer Service
Education
Creighton University
Master of Business Administration (M.B.A.), MBA Candidate
Creighton University 2011 — 2013
Master of Investment Management and Financial Analysis, Finance
University of Nebraska-Lincoln 2003 — 2008
Bachelor of Science, Finance
Central High School 1999 — 2003
Chartered Financial Analyst (CFA) - Level 2 Candidate - December 2016
Wall Street Prep: Financial and Valuation Modeling Certification Candidate
Fiona Russo's New York Life Insurance Company Experience July 2007 - March 2012
Job Director, Market Research at AXA US
Industry Market Research
Experience
AXA US June 2012 - Present
New York Life Insurance Company July 2007 - March 2012
Greenwich Associates April 2006 - July 2007
IBM; consultant through Taylor Nelson Sofres (TNS) January 2004 - January 2006
Synovate, Technology & Telecom Group / Marketing Strategy & Planning (MS&P) February 2001 - January 2004
Moskowitz Jacobs, Inc. January 1999 - October 2000
Skills
Market Research, Customer Insight, Quantitative Research, Segmentation, Marketing Research, Analytics, Market Analysis, Strategy, Marketing Communications, Analysis, Financial Services, Social Media, Project Management, CRM, Direct Marketing, Competitive Intelligence, Data Analysis, Qualitative Research, Competitive Analysis, Marketing Strategy, Lead Generation, Strategic Partnerships, Integrated Marketing, Survey Design, Product Management, Cross-functional Team..., Brand Management, Marketing, Multi-channel Marketing, Marketing Management, Web Analytics, Product Marketing, Email Marketing, Salesforce.com, Digital Marketing, SEM
Education
Dartmouth College 1993 — 1997
Bachelor's Degree, Sociology
UC Santa Cruz 1996 — 1996
3-course elective independent study
University of Barcelona 1995 — 1995
Study abroad: language exchange
The Ursuline School 1988 — 1993
High School
AXA US June 2012 - Present
New York Life Insurance Company July 2007 - March 2012
Greenwich Associates April 2006 - July 2007
IBM; consultant through Taylor Nelson Sofres (TNS) January 2004 - January 2006
Synovate, Technology & Telecom Group / Marketing Strategy & Planning (MS&P) February 2001 - January 2004
Moskowitz Jacobs, Inc. January 1999 - October 2000
Skills
Market Research, Customer Insight, Quantitative Research, Segmentation, Marketing Research, Analytics, Market Analysis, Strategy, Marketing Communications, Analysis, Financial Services, Social Media, Project Management, CRM, Direct Marketing, Competitive Intelligence, Data Analysis, Qualitative Research, Competitive Analysis, Marketing Strategy, Lead Generation, Strategic Partnerships, Integrated Marketing, Survey Design, Product Management, Cross-functional Team..., Brand Management, Marketing, Multi-channel Marketing, Marketing Management, Web Analytics, Product Marketing, Email Marketing, Salesforce.com, Digital Marketing, SEM
Education
Dartmouth College 1993 — 1997
Bachelor's Degree, Sociology
UC Santa Cruz 1996 — 1996
3-course elective independent study
University of Barcelona 1995 — 1995
Study abroad: language exchange
The Ursuline School 1988 — 1993
High School
Clayton Young Clayton Young's New York Life Insurance Company Experience January 2013 - March 2013
Job Financial Examiner at Office of the State Bank Commissioner
Industry Banking
Experience
Office of the State Bank Commissioner - Kansas July 2013 - Present
Health Fitness Corporation March 2013 - July 2013
New York Life Insurance Company January 2013 - March 2013
Greater Wichita YMCA May 2006 - December 2012
Skills
Fundraising, Banking, Accounting, Financial Analysis, Strength Training, Auditing, Customer Service, ACSM Health Fitness, Financial Reporting, Certified Group..., Management, Exercise Physiology, Sales, Personal Financial..., Managing Large Budgets, Relationship..., Insurance Background, Prospecting New Clients
Education
Friends University 2011 — 2013
Accounting
Pittsburg State University 2004 — 2006
Bachelor of Science (B.S.), Parks, Recreation, Leisure, and Fitness Studies
Cowley College 2002 — 2003
Associate's degree, Business Administration and Management, General
Fort Hays State University 2001 — 2002
Dexter
Office of the State Bank Commissioner - Kansas July 2013 - Present
Health Fitness Corporation March 2013 - July 2013
New York Life Insurance Company January 2013 - March 2013
Greater Wichita YMCA May 2006 - December 2012
Skills
Fundraising, Banking, Accounting, Financial Analysis, Strength Training, Auditing, Customer Service, ACSM Health Fitness, Financial Reporting, Certified Group..., Management, Exercise Physiology, Sales, Personal Financial..., Managing Large Budgets, Relationship..., Insurance Background, Prospecting New Clients
Education
Friends University 2011 — 2013
Accounting
Pittsburg State University 2004 — 2006
Bachelor of Science (B.S.), Parks, Recreation, Leisure, and Fitness Studies
Cowley College 2002 — 2003
Associate's degree, Business Administration and Management, General
Fort Hays State University 2001 — 2002
Dexter
Brett DeRose Brett DeRose's New York Life Insurance Company Experience September 2010 - March 2011
Job Graphic/Packaging Designer at PNY Technologies
Industry Graphic Design
Experience
PNY Technologies November 2012 - Present
ASCO Valve January 2012 - November 2012
New York Life Insurance Company September 2010 - March 2011
Paragon Lake October 2009 - December 2009
C & B Express Printing Inc. December 2005 - January 2007
Skills
Graphic Design, InDesign, Photoshop, Illustrator, Email Marketing, Direct Mail, Social Media, Catalogs, Advertising, Dreamweaver, Graphics, Packaging, Web Design, Adobe Creative Suite, Typography
Education
The New England Institute of Art 2008 — 2009
Bachelor of Science, Graphic Design
County College of Morris 2003 — 2006
Associate in Applied Science, Graphic Design
PNY Technologies November 2012 - Present
ASCO Valve January 2012 - November 2012
New York Life Insurance Company September 2010 - March 2011
Paragon Lake October 2009 - December 2009
C & B Express Printing Inc. December 2005 - January 2007
Skills
Graphic Design, InDesign, Photoshop, Illustrator, Email Marketing, Direct Mail, Social Media, Catalogs, Advertising, Dreamweaver, Graphics, Packaging, Web Design, Adobe Creative Suite, Typography
Education
The New England Institute of Art 2008 — 2009
Bachelor of Science, Graphic Design
County College of Morris 2003 — 2006
Associate in Applied Science, Graphic Design
Mbamissa Kamissoko Mbamissa Kamissoko's New York Life Insurance Company Experience May 2014 - Present
Job Dedicated New York Life Agent helping to protect families in New York State
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
Gotham Perdiem (Bronx Lebanon Hospital) January 2012 - May 2014
Visiting Nurse Service of New York September 2013 - December 2013
Bamissa African Hair Braiding February 1997 - November 2012
Isabella Geriatric Center January 2008 - June 2011
Skills
Public Speaking, Customer Relations, Customer Service, Networking, Building Relationships, Retirement, Retirement Planning, Life Insurance..., Small Business, Estate Planning, Long Term Care, Business Planning, Creative Problem Solving, Multi-Tasking Skills
Education
New York Institute of Technology 2011 — 2013
Bachelor's degree, Concentration in Life Sciences, Behavioral Sciences and Social Sciences, Interdisciplinary Studies
CUNY Bronx Community College 2008 — 2010
Associate's degree, Dietetics and Nutrition
New York Life Insurance Company May 2014 - Present
Gotham Perdiem (Bronx Lebanon Hospital) January 2012 - May 2014
Visiting Nurse Service of New York September 2013 - December 2013
Bamissa African Hair Braiding February 1997 - November 2012
Isabella Geriatric Center January 2008 - June 2011
Skills
Public Speaking, Customer Relations, Customer Service, Networking, Building Relationships, Retirement, Retirement Planning, Life Insurance..., Small Business, Estate Planning, Long Term Care, Business Planning, Creative Problem Solving, Multi-Tasking Skills
Education
New York Institute of Technology 2011 — 2013
Bachelor's degree, Concentration in Life Sciences, Behavioral Sciences and Social Sciences, Interdisciplinary Studies
CUNY Bronx Community College 2008 — 2010
Associate's degree, Dietetics and Nutrition
Betty J. Cheviot Betty J. Cheviot's New York Life Insurance Company Experience February 2014 - Present
Job Licensed Agent working with New York Life Insurance Company
Industry Individual & Family Services
Experience
New York Life Insurance Company February 2014 - Present
Worcester Community Housing Resources, Inc. July 2010 - July 2013
Rockland Independent Living Center September 2008 - July 2010
MGS Corporation December 2005 - July 2007
Skills
Managerial Accounting, Finance & Accounting, Fund Accounting - Non..., Cost Accounting, Audit & Cost..., Compliance Reporting, Operations Management, Risk Management, Policy and Procedures..., Benefits Administration, Information Systems -..., Debt Management, Cosolidated Financial..., Financial Analysis, Corporate Budgeting, Forecasting, Investments, Factoring, Grant Writing, Team Building, Conflict Resolution, Staff Development, Electronic Payroll..., Human Resource, QuickBooks, General Ledger, Business Administration
Education
SUNY Empire State College 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Economics, 3.67
University of Phoenix 2005 — 2007
INCOMPLETE, Management Accounting, 3.2
Pace University 1985 — 1987
Management Accounting, 3.0
CUNY New York City College of Technology 1978 — 1980
Associate of Arts and Sciences (AAS), Accounting, 3.0
New York Life Insurance Company February 2014 - Present
Worcester Community Housing Resources, Inc. July 2010 - July 2013
Rockland Independent Living Center September 2008 - July 2010
MGS Corporation December 2005 - July 2007
Skills
Managerial Accounting, Finance & Accounting, Fund Accounting - Non..., Cost Accounting, Audit & Cost..., Compliance Reporting, Operations Management, Risk Management, Policy and Procedures..., Benefits Administration, Information Systems -..., Debt Management, Cosolidated Financial..., Financial Analysis, Corporate Budgeting, Forecasting, Investments, Factoring, Grant Writing, Team Building, Conflict Resolution, Staff Development, Electronic Payroll..., Human Resource, QuickBooks, General Ledger, Business Administration
Education
SUNY Empire State College 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Economics, 3.67
University of Phoenix 2005 — 2007
INCOMPLETE, Management Accounting, 3.2
Pace University 1985 — 1987
Management Accounting, 3.0
CUNY New York City College of Technology 1978 — 1980
Associate of Arts and Sciences (AAS), Accounting, 3.0
Betty J Cheviot Betty J Cheviot's New York Life Insurance Company Experience January 2014 - January 2015
Job CFO at North Shore Community Action Programs (NSCAP)
Industry Individual & Family Services
Experience
North Shore Community Action Programs (NSCAP) March 2015 - Present
New York Life Insurance Company January 2014 - January 2015
Worcester Community Housing Resources, Inc. July 2010 - July 2013
Rockland Independent Living Center,Inc. September 2008 - July 2010
MGS Corporation, Inc. December 2005 - June 2008
Skills
Business Relationhips, Asset Protection, Business Insurance..., Customer Insight, Customer Relations, Customer Rention, Customer Satisfaction, Direct Sales, Permanent Life Insrance, Personal Finance, Protection Planning..., Licensed Life Insurance..., Life Insurance, Life Insurance..., Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, IRA Rollover, Key Person Insurance, Insrance, Licensed in Long Term..., •Retirement •..., Fiscal compiance, Budgeting, Accounting, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Employee Benefits, Consolidated Financial..., Fund Accounting, Nonprofits, Financial Analysis, Business Intelligence, Forecasting, Financial Reporting, Financial Accounting, Real Estate, Grant Writing, General Ledger, OMB Circular A-133, Cost Accounting
Education
SUNY Empire State College 2007 — 2009
Business Management and Economics
CUNY New York City College of Technology 1978 — 1980
Associate of Arts and Sciences (AAS), Accounting
North Shore Community Action Programs (NSCAP) March 2015 - Present
New York Life Insurance Company January 2014 - January 2015
Worcester Community Housing Resources, Inc. July 2010 - July 2013
Rockland Independent Living Center,Inc. September 2008 - July 2010
MGS Corporation, Inc. December 2005 - June 2008
Skills
Business Relationhips, Asset Protection, Business Insurance..., Customer Insight, Customer Relations, Customer Rention, Customer Satisfaction, Direct Sales, Permanent Life Insrance, Personal Finance, Protection Planning..., Licensed Life Insurance..., Life Insurance, Life Insurance..., Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, IRA Rollover, Key Person Insurance, Insrance, Licensed in Long Term..., •Retirement •..., Fiscal compiance, Budgeting, Accounting, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Employee Benefits, Consolidated Financial..., Fund Accounting, Nonprofits, Financial Analysis, Business Intelligence, Forecasting, Financial Reporting, Financial Accounting, Real Estate, Grant Writing, General Ledger, OMB Circular A-133, Cost Accounting
Education
SUNY Empire State College 2007 — 2009
Business Management and Economics
CUNY New York City College of Technology 1978 — 1980
Associate of Arts and Sciences (AAS), Accounting
Crystal Elliott Crystal Elliott's New York Life Insurance Company Experience 2013 - Present
Job New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company 2013 - Present
URBAN HEALTH PLAN, INC June 2010 - August 2010
New York State Parks Recreation and Historic Preservation: Riverbank State Park April 2007 - August 2010
Washington Hospital Center Emergency Room October 2009 - December 2009
Gouverneur Health Care Services June 2007 - August 2007
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, iWork, Data Entry, Research, Spreadsheets, Memos, Email, Copying, Process Scheduler, Customer Service, Messaging, Medical Terminology, First Aid, Cpr Certified, Learning Quickly, Multi-tasking..., Pay Close Attention to..., Committed to..., Responsiveness
Education
Howard University 2008 — 2012
Bachelor of Science, Health Science; Pre-Physical Therapy
CUNY New York City College of Technology 2007 — 2008
New York Life Insurance Company 2013 - Present
URBAN HEALTH PLAN, INC June 2010 - August 2010
New York State Parks Recreation and Historic Preservation: Riverbank State Park April 2007 - August 2010
Washington Hospital Center Emergency Room October 2009 - December 2009
Gouverneur Health Care Services June 2007 - August 2007
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, iWork, Data Entry, Research, Spreadsheets, Memos, Email, Copying, Process Scheduler, Customer Service, Messaging, Medical Terminology, First Aid, Cpr Certified, Learning Quickly, Multi-tasking..., Pay Close Attention to..., Committed to..., Responsiveness
Education
Howard University 2008 — 2012
Bachelor of Science, Health Science; Pre-Physical Therapy
CUNY New York City College of Technology 2007 — 2008
Stacey Fogolin Stacey Fogolin's New York Life Insurance Company Experience January 2010 - January 2012
Job Recruiter
Industry Staffing and Recruiting
Experience
La Pastaia June 2013 - Present
La Pastaia 2012 - 2015
La Pastaia 2012 - 2015
New York Life Insurance Company January 2010 - January 2012
TEKsystems January 2006 - May 2009
Skills
Technical Recruiting, Staffing Services, Recruiting, Benefits Negotiation, Applicant Tracking..., Sourcing, Onboarding, Networking, Temporary Placement, Screening Resumes, Contract Recruitment, Screening, Job Fairs, Interviews, Permanent Placement, Cold Calling, Job Descriptions, IT Recruitment, Internet Recruiting, Management, Talent Acquisition, Temporary Staffing
Education
Cuesta College 1997 — 1999
Practical Nursing, Vocational Nursing and Nursing Assistants
La Pastaia June 2013 - Present
La Pastaia 2012 - 2015
La Pastaia 2012 - 2015
New York Life Insurance Company January 2010 - January 2012
TEKsystems January 2006 - May 2009
Skills
Technical Recruiting, Staffing Services, Recruiting, Benefits Negotiation, Applicant Tracking..., Sourcing, Onboarding, Networking, Temporary Placement, Screening Resumes, Contract Recruitment, Screening, Job Fairs, Interviews, Permanent Placement, Cold Calling, Job Descriptions, IT Recruitment, Internet Recruiting, Management, Talent Acquisition, Temporary Staffing
Education
Cuesta College 1997 — 1999
Practical Nursing, Vocational Nursing and Nursing Assistants
Albert Hinds Albert Hinds's New York Life Insurance Company Experience January 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC, New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC, New York Life Insurance Company March 2013 - Present
Caribbean american Chamber Of Commerce and Industry Inc. (CACCI) June 2012 - Present
New York Life Insurance Company January 2012 - Present
Skills
Business Planning, Retirement Planning, Retirement, Insurance
Education
CUNY New York City College of Technology 2000 — 2004
Associate of Science (A.S.), Telecommunications Technology/Technician
NYLIFE Securities LLC, New York Life Insurance Company March 2013 - Present
Caribbean american Chamber Of Commerce and Industry Inc. (CACCI) June 2012 - Present
New York Life Insurance Company January 2012 - Present
Skills
Business Planning, Retirement Planning, Retirement, Insurance
Education
CUNY New York City College of Technology 2000 — 2004
Associate of Science (A.S.), Telecommunications Technology/Technician
Crystal Edwards's New York Life Insurance Company Experience June 2011 - June 2012
Job Sales & Marketing Account Manager
Industry Human Resources
Experience
HR CONSULTING June 2014 - Present
ADP June 2012 - May 2013
New York Life Insurance Company June 2011 - June 2012
Accent DKI December 2009 - December 2010
Cookie Crumbs Childcare January 2003 - June 2008
Skills
Sales Management, Direct Sales, Team Building, New Business Development, Account Management, Coaching, Cold Calling, PEO, Leadership Development, Insurance, Disability Insurance, Strategic Planning, Marketing Strategy, Employee Benefits, Sales Process, CRM, B2B, Fixed Annuities, Hiring, Training, Employee Relations, Business Planning, Small Business, Life Insurance, 401k, Budgets, Sales, Call Centers, Performance Management, Human Resources, Public Speaking, Recruiting, Customer Satisfaction, Customer Retention, Business Development, Contract Negotiation, Sales Operations, Leadership, Health Insurance, Team Leadership, Retirement, Salesforce.com, Process Improvement, Sales Presentations, Marketing, Management, Selling, Negotiation, Retirement Planning, Lead Generation
Education
Creighton University 2004 — 2011
Bachelor's degree, Organizational Communication
Metropolitan Community College 2000 — 2004
Associate's degree, Business Administration and Management, General
HR CONSULTING June 2014 - Present
ADP June 2012 - May 2013
New York Life Insurance Company June 2011 - June 2012
Accent DKI December 2009 - December 2010
Cookie Crumbs Childcare January 2003 - June 2008
Skills
Sales Management, Direct Sales, Team Building, New Business Development, Account Management, Coaching, Cold Calling, PEO, Leadership Development, Insurance, Disability Insurance, Strategic Planning, Marketing Strategy, Employee Benefits, Sales Process, CRM, B2B, Fixed Annuities, Hiring, Training, Employee Relations, Business Planning, Small Business, Life Insurance, 401k, Budgets, Sales, Call Centers, Performance Management, Human Resources, Public Speaking, Recruiting, Customer Satisfaction, Customer Retention, Business Development, Contract Negotiation, Sales Operations, Leadership, Health Insurance, Team Leadership, Retirement, Salesforce.com, Process Improvement, Sales Presentations, Marketing, Management, Selling, Negotiation, Retirement Planning, Lead Generation
Education
Creighton University 2004 — 2011
Bachelor's degree, Organizational Communication
Metropolitan Community College 2000 — 2004
Associate's degree, Business Administration and Management, General
Tasheena Moise Tasheena Moise's New York Life Insurance Company Experience January 2008 - May 2008
Job Senior Accountant at AXA Equitable
Industry Financial Services
Experience
AXA Equitable June 2008 - Present
New York Life Insurance Company January 2008 - May 2008
Sheffield Haworth August 2006 - October 2007
FXCM November 2004 - December 2006
Skills
Root Cause Analysis, Securities Regulation, Financial Analysis, Financial Reporting, Forecasting, SAP, Access, Excel, PeopleSoft, Great Plains Software
Education
CUNY College 2000 — 2004
Bachelor's degree, Economics
AXA Equitable June 2008 - Present
New York Life Insurance Company January 2008 - May 2008
Sheffield Haworth August 2006 - October 2007
FXCM November 2004 - December 2006
Skills
Root Cause Analysis, Securities Regulation, Financial Analysis, Financial Reporting, Forecasting, SAP, Access, Excel, PeopleSoft, Great Plains Software
Education
CUNY College 2000 — 2004
Bachelor's degree, Economics
Dan Rioux's New York Life Insurance Company Experience March 2013 - Present
Job Hiring and Developing | Entrepreneurial Men and Women | Career in Financial Services |
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
Gig Harbor Rotary 2013 - 2014
New York Life Insurance Company February 2001 - March 2013
Connect South October 2000 - February 2001
Caterpillar December 1998 - October 2000
Structural Metals Inc. 1997 - 1999
Skills
Training, Sales Process, Financial Services, Sales Management, Sales Force Development, Estate Planning, Sales Management..., Executive Management, Financial Recruiting, Business Insurance..., Mentoring, Business Planning, Leadership, Life Insurance, Management, Recruiting, Strategic Planning, Strategy, Hiring
Education
Texas State University 1993 — 1997
BS, Engineering Technology
Crowder College 1992 — 1993
Pre-Engineering
Northeastern University 1991 — 1991
Mechanical Engineering
New York Life Insurance Company March 2013 - Present
Gig Harbor Rotary 2013 - 2014
New York Life Insurance Company February 2001 - March 2013
Connect South October 2000 - February 2001
Caterpillar December 1998 - October 2000
Structural Metals Inc. 1997 - 1999
Skills
Training, Sales Process, Financial Services, Sales Management, Sales Force Development, Estate Planning, Sales Management..., Executive Management, Financial Recruiting, Business Insurance..., Mentoring, Business Planning, Leadership, Life Insurance, Management, Recruiting, Strategic Planning, Strategy, Hiring
Education
Texas State University 1993 — 1997
BS, Engineering Technology
Crowder College 1992 — 1993
Pre-Engineering
Northeastern University 1991 — 1991
Mechanical Engineering
Kimberly Siggers Kimberly Siggers's New York Life Insurance Company Experience January 2013 - 2013
Job Insurance Broker/Financial Services Professional at K R Siggers & Associates LLC
Industry Financial Services
Experience
K R Siggers & Associates LLC 2013 - Present
Inspire Success LLC February 2009 - Present
Mutual of Omaha April 2011 - January 2013
New York Life Insurance Company January 2013 - 2013
Skills
Entrepreneurship, Insurance, Training, Small Business, Fixed Annuities, Management, Social Media Marketing, Life Insurance, Business Development, Marketing, Retirement Planning, Public Speaking, Term Life Insurance, Personal Development, Employee Benefits, Leadership, Motivational Speaking, Strategic Financial..., Investments, Coaching, Staff Development, Strategic Planning, Business Networking, Team Building, Sales, Leadership Development, Finance, Financial Advisory, Wealth Management, Customer Retention, Risk Management, Underwriting, Relationship Management, Financial Analysis, Investment Advisory, Business Planning, Conflict Resolution, Professional Networking, Team Motivator, Financial Services, Customer Service, Community Outreach, Program Management, Retirement, Social Networking, Public Relations, Financial Planning, Nonprofits
Education
Ursuline College 2004 — 2006
B.A., Psychology
Cuyahoga Community College 1995 — 1997
Associate of Arts, Psychology
Warrensville Heights High School 1991 — 1994
K R Siggers & Associates LLC 2013 - Present
Inspire Success LLC February 2009 - Present
Mutual of Omaha April 2011 - January 2013
New York Life Insurance Company January 2013 - 2013
Skills
Entrepreneurship, Insurance, Training, Small Business, Fixed Annuities, Management, Social Media Marketing, Life Insurance, Business Development, Marketing, Retirement Planning, Public Speaking, Term Life Insurance, Personal Development, Employee Benefits, Leadership, Motivational Speaking, Strategic Financial..., Investments, Coaching, Staff Development, Strategic Planning, Business Networking, Team Building, Sales, Leadership Development, Finance, Financial Advisory, Wealth Management, Customer Retention, Risk Management, Underwriting, Relationship Management, Financial Analysis, Investment Advisory, Business Planning, Conflict Resolution, Professional Networking, Team Motivator, Financial Services, Customer Service, Community Outreach, Program Management, Retirement, Social Networking, Public Relations, Financial Planning, Nonprofits
Education
Ursuline College 2004 — 2006
B.A., Psychology
Cuyahoga Community College 1995 — 1997
Associate of Arts, Psychology
Warrensville Heights High School 1991 — 1994
Ted Daniels's New York Life Insurance Company Experience July 2014 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
Viali inc October 2013 - August 2014
CLEAR (by Alclear, LLC) April 2013 - October 2013
Enterprise Rent-A-Car January 2010 - March 2013
Skills
Training, Customer Satisfaction, Sales Management, Customer Service, Selling, Customer Retention, Sales, Management, Operations Management, Marketing, Security, Underwriting, Security Clearance, Logistics, Logistics Management, Development Of Employees, Project Management, Schedules, Biotechnology, Rental Management, Production Budgeting, Product Placement, brand integration, Media Relations, 401k Rollovers, Account Management, Asset Protection, Relationship Building, Business Networking, Buy-sell Agreements, Communication, Creative Problem Solving, Customer Insight, Direct Sales, Education Funding..., Estate Planning, Insurance, Key Person Insurance, Lead Generation, Leadership, Licensed in Life..., Life Insurance, Life Insurance..., Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Protection Planning/..., Relationship Management, Retirement Planning
Education
Culver Stockton College 2005 — 2009
Bachelor of Arts (B.A.), Communication, General, 3.7 GPA
Central Catholic High School 2003 — 2005
High School, General Studies
Texas Military Institute 2001 — 2002
Tansferred, General Sutdies
New York Life Insurance Company July 2014 - Present
Viali inc October 2013 - August 2014
CLEAR (by Alclear, LLC) April 2013 - October 2013
Enterprise Rent-A-Car January 2010 - March 2013
Skills
Training, Customer Satisfaction, Sales Management, Customer Service, Selling, Customer Retention, Sales, Management, Operations Management, Marketing, Security, Underwriting, Security Clearance, Logistics, Logistics Management, Development Of Employees, Project Management, Schedules, Biotechnology, Rental Management, Production Budgeting, Product Placement, brand integration, Media Relations, 401k Rollovers, Account Management, Asset Protection, Relationship Building, Business Networking, Buy-sell Agreements, Communication, Creative Problem Solving, Customer Insight, Direct Sales, Education Funding..., Estate Planning, Insurance, Key Person Insurance, Lead Generation, Leadership, Licensed in Life..., Life Insurance, Life Insurance..., Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Protection Planning/..., Relationship Management, Retirement Planning
Education
Culver Stockton College 2005 — 2009
Bachelor of Arts (B.A.), Communication, General, 3.7 GPA
Central Catholic High School 2003 — 2005
High School, General Studies
Texas Military Institute 2001 — 2002
Tansferred, General Sutdies
Danielle Dory's New York Life Insurance Company Experience December 2014 - Present
Job IT Project Manager Senior Associate at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company August 2014 - December 2014
Moody's Investors Service August 2013 - August 2014
Projex Group August 2012 - September 2013
Educational Testing Service (ETS) June 2010 - August 2013
HealthReach January 2012 - May 2012
Educational Testing Service (ETS) May 2010 - September 2011
ZAMI September 2010 - January 2011
Skills
Editing, Microsoft Office, Project Coordination, Social Media Marketing, SharePoint, MS Project, Project Planning, Google Docs, Adobe Acrobat, Nonprofits, Strategy, WordPress, Writing, Mac OS, Visio, Prezi, Project Management, PDLC, SDLC, Program Management, Management, Vendor Management, Process Improvement, Process Flow..., Social Networking, Microsoft Excel, Microsoft Word, InDesign, PowerPoint, Microsoft Project
Education
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), Major: English Concentration: Ethnic Studies
School for International Training 2010 — 2011
Study Abroad- Netherlands, Gender and Sexuality Studies, 4.0
Tabor Academy 2004 — 2008
High School, 4.3 weighted average
Dartmouth College 2005 — 2005
Rassias Study Abroad Program, French Studies
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company August 2014 - December 2014
Moody's Investors Service August 2013 - August 2014
Projex Group August 2012 - September 2013
Educational Testing Service (ETS) June 2010 - August 2013
HealthReach January 2012 - May 2012
Educational Testing Service (ETS) May 2010 - September 2011
ZAMI September 2010 - January 2011
Skills
Editing, Microsoft Office, Project Coordination, Social Media Marketing, SharePoint, MS Project, Project Planning, Google Docs, Adobe Acrobat, Nonprofits, Strategy, WordPress, Writing, Mac OS, Visio, Prezi, Project Management, PDLC, SDLC, Program Management, Management, Vendor Management, Process Improvement, Process Flow..., Social Networking, Microsoft Excel, Microsoft Word, InDesign, PowerPoint, Microsoft Project
Education
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), Major: English Concentration: Ethnic Studies
School for International Training 2010 — 2011
Study Abroad- Netherlands, Gender and Sexuality Studies, 4.0
Tabor Academy 2004 — 2008
High School, 4.3 weighted average
Dartmouth College 2005 — 2005
Rassias Study Abroad Program, French Studies
Wole Adegbonmire's New York Life Insurance Company Experience September 2008 - July 2012
Job AVP, Client Manager, Bank of America
Industry Banking
Experience
Bank of America 2014 - Present
The Redeemed Christian Church of God January 2004 - Present
AT&T May 2013 - August 2013
New York Life Insurance Company September 2008 - July 2012
MetLife January 2007 - April 2008
RegentAtlantic June 2006 - December 2006
Skills
Leadership, Strategy, Financial Analysis, Management, Choir Management, Fixed Income, Investments, Accounting, Public Speaking, Financial Modeling, Capital Markets, Economics, Banking, Corporate Finance, Valuation, Youth Mentoring, Project Planning, Business Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Managerial Finance
New Jersey Institute of Technology 2010 — 2012
Master of Science (MS), Management
Ministry International Institute 2007 — 2008
Diploma, Theology
Penn State University 2001 — 2006
Bachelor of Arts (BA), Economics
Irvington High School 1997 — 2001
Bank of America 2014 - Present
The Redeemed Christian Church of God January 2004 - Present
AT&T May 2013 - August 2013
New York Life Insurance Company September 2008 - July 2012
MetLife January 2007 - April 2008
RegentAtlantic June 2006 - December 2006
Skills
Leadership, Strategy, Financial Analysis, Management, Choir Management, Fixed Income, Investments, Accounting, Public Speaking, Financial Modeling, Capital Markets, Economics, Banking, Corporate Finance, Valuation, Youth Mentoring, Project Planning, Business Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Managerial Finance
New Jersey Institute of Technology 2010 — 2012
Master of Science (MS), Management
Ministry International Institute 2007 — 2008
Diploma, Theology
Penn State University 2001 — 2006
Bachelor of Arts (BA), Economics
Irvington High School 1997 — 2001
Jesus A Mena Jesus A Mena's New York Life Insurance Company Experience August 2013 - Present
Job New York Life Agent, helping Small Business owners protect their assets & provide benefits to their employees.
Industry Insurance
Experience
New York Life Insurance Company August 2013 - Present
Jemena Studios January 2012 - August 2013
Manny Tax Services January 2009 - April 2013
Masterpiece Flooring Inc. June 2007 - November 2007
Skills
401k Rollovers, Annuity Sales, Small Business, Time Management, Retirement Planning, Fixed Annuities, Estate Planning, Customer Service, Thought Leadership, Marketing, Permanent Life Insurance, Small Business..., Business Succession..., Buy-sell Agreements, Charitable Giving, Universal Life, Whole Life, LGBT Planning, Personal Finance, Succession Planning, Wealth Preservation..., Direct Sales, Seminar Marketing, Event Marketing Strategy, Problem Solving, Asset Protection, Multi-generational..., Legacy Planning, Legacies, Key Person Insurance, Supplements to Employee..., Whole Life Insurance, Custom Whole Life..., Lifetime Income..., Business Networking, Time manage, Grandchild Gifting, Gifting Strategies, Income Protection, Teamwork, Customer Satisfaction, Event Coordination, New Business Development, Relationship Building
Education
CUNY New York City College of Technology 2007 — 2011
High School, Graphic Design
High School of Art and Design 2003 — 2007
High School, Graphic Design, 2.8
New York Life Insurance Company August 2013 - Present
Jemena Studios January 2012 - August 2013
Manny Tax Services January 2009 - April 2013
Masterpiece Flooring Inc. June 2007 - November 2007
Skills
401k Rollovers, Annuity Sales, Small Business, Time Management, Retirement Planning, Fixed Annuities, Estate Planning, Customer Service, Thought Leadership, Marketing, Permanent Life Insurance, Small Business..., Business Succession..., Buy-sell Agreements, Charitable Giving, Universal Life, Whole Life, LGBT Planning, Personal Finance, Succession Planning, Wealth Preservation..., Direct Sales, Seminar Marketing, Event Marketing Strategy, Problem Solving, Asset Protection, Multi-generational..., Legacy Planning, Legacies, Key Person Insurance, Supplements to Employee..., Whole Life Insurance, Custom Whole Life..., Lifetime Income..., Business Networking, Time manage, Grandchild Gifting, Gifting Strategies, Income Protection, Teamwork, Customer Satisfaction, Event Coordination, New Business Development, Relationship Building
Education
CUNY New York City College of Technology 2007 — 2011
High School, Graphic Design
High School of Art and Design 2003 — 2007
High School, Graphic Design, 2.8
Lia Asinas's New York Life Insurance Company Experience July 2010 - November 2010
Job Assistant Purchasing Manager at Myriad Supply
Industry Computer Networking
Experience
Myriad Supply January 2015 - Present
Myriad Supply February 2012 - Present
Asian Americans for Equality June 2011 - January 2012
Philippine National Bank November 2011 - December 2011
UnitedHealthcare July 2011 - November 2011
New York Cares January 2011 - March 2011
New York Life Insurance Company July 2010 - November 2010
Skills
Purchasing, Network Hardware, Hardware, Customer Service, Leadership, Telecommunications, Sales Operations, Sales, Administrative Support, Sales Support, HP, Administrative..., Juniper, IT Procurement, CRM, Returns, Vendor Relationships, Health Insurance, Medicare, Medicaid, Disability Insurance, Property & Casualty..., TESOL, Supermicro, Cisco Technologies, Vendor Relationship..., Juniper Technologies
Education
De La Salle University 2006 — 2009
Bachelor of Arts, Literature, 3.3
Myriad Supply January 2015 - Present
Myriad Supply February 2012 - Present
Asian Americans for Equality June 2011 - January 2012
Philippine National Bank November 2011 - December 2011
UnitedHealthcare July 2011 - November 2011
New York Cares January 2011 - March 2011
New York Life Insurance Company July 2010 - November 2010
Skills
Purchasing, Network Hardware, Hardware, Customer Service, Leadership, Telecommunications, Sales Operations, Sales, Administrative Support, Sales Support, HP, Administrative..., Juniper, IT Procurement, CRM, Returns, Vendor Relationships, Health Insurance, Medicare, Medicaid, Disability Insurance, Property & Casualty..., TESOL, Supermicro, Cisco Technologies, Vendor Relationship..., Juniper Technologies
Education
De La Salle University 2006 — 2009
Bachelor of Arts, Literature, 3.3
Mark Turner Mark Turner's New York Life Insurance Company Experience February 2015 - Present
Job Test Analyst / Quality Assurance
Industry Marketing and Advertising
Experience
New York Life Insurance Company February 2015 - Present
Notre Dame College December 2013 - December 2014
The Reserves Network May 2014 - August 2014
Notre Dame College August 2012 - December 2013
Hinckley Hills golf course March 2008 - August 2013
Five Below November 2010 - December 2011
Skills
Leadership, Microsoft Office, Information Systems, Computer Proficiency, Information Technology, Marketing, Microsoft Excel, Time Management, Website Development, Social Networking, Conflict Resolution, Management, Digital Marketing, Online Marketing, Computers, Sales, Information Management, Internetworking, Aviante, Editing, Program Management, Social Media Marketing, Critical Thinking, Blogging, Team Leadership, Market Research, Advertising
Education
Notre Dame College 2012 — 2014
Bachelor's Degree, Majoring in Management Information Systems and Marketing - Minoring in philosophy, 3.3 Cumulative GPA
Cuyahoga Community College 2011 — 2012
New York Life Insurance Company February 2015 - Present
Notre Dame College December 2013 - December 2014
The Reserves Network May 2014 - August 2014
Notre Dame College August 2012 - December 2013
Hinckley Hills golf course March 2008 - August 2013
Five Below November 2010 - December 2011
Skills
Leadership, Microsoft Office, Information Systems, Computer Proficiency, Information Technology, Marketing, Microsoft Excel, Time Management, Website Development, Social Networking, Conflict Resolution, Management, Digital Marketing, Online Marketing, Computers, Sales, Information Management, Internetworking, Aviante, Editing, Program Management, Social Media Marketing, Critical Thinking, Blogging, Team Leadership, Market Research, Advertising
Education
Notre Dame College 2012 — 2014
Bachelor's Degree, Majoring in Management Information Systems and Marketing - Minoring in philosophy, 3.3 Cumulative GPA
Cuyahoga Community College 2011 — 2012
Scott Fails Scott Fails's New York Life Insurance Company Experience June 2011 - April 2012
Job Center Manager at Lincare
Industry Hospital & Health Care
Experience
Lincare June 2014 - Present
Express Employment Professionals July 2012 - December 2013
New York Life Insurance Company June 2011 - April 2012
US Navy December 2006 - November 2010
US Navy July 1999 - July 2004
Skills
Recruiting, Human Resources, Healthcare, Interviews, Dentistry, Applicant Tracking..., Training, Employee Relations, Leadership, Employee Training, Talent Acquisition, Situational Leadership, Customer Service, Team Building, Leadership Development, College Recruiting, Military, Microsoft Office, Coaching, Recruitment Training, Hiring, Temporary Staffing, Time Management
Education
Craven Community College 2001 — 2003
Springfield High School 1995 — 1999
Diploma
Lincare June 2014 - Present
Express Employment Professionals July 2012 - December 2013
New York Life Insurance Company June 2011 - April 2012
US Navy December 2006 - November 2010
US Navy July 1999 - July 2004
Skills
Recruiting, Human Resources, Healthcare, Interviews, Dentistry, Applicant Tracking..., Training, Employee Relations, Leadership, Employee Training, Talent Acquisition, Situational Leadership, Customer Service, Team Building, Leadership Development, College Recruiting, Military, Microsoft Office, Coaching, Recruitment Training, Hiring, Temporary Staffing, Time Management
Education
Craven Community College 2001 — 2003
Springfield High School 1995 — 1999
Diploma
Andrew McAlpine's New York Life Insurance Company Experience November 2011 - October 2012
Job Technical Recruiter | Black Belt Sourcing Ninja | Sourcing Strategist
Industry Staffing and Recruiting
Experience
Kelly Services June 2014 - Present
Kforce October 2012 - June 2014
New York Life Insurance Company November 2011 - October 2012
Fifth Third Bank July 2010 - December 2011
Fifth Third Bank August 2008 - July 2010
Chase May 2006 - July 2008
Skills
Recruiting, Human Resources, Financial Analysis, Auditing, Temporary Staffing, Tax, Training, Management, Supply Chain Operations, IT Recruitment, Customer Service..., Strategic Financial..., Sales Management, Cold Calling, Budgets, Forecasting, Sarbanes-Oxley Act, Financial Recruiting, Permanent Staffing, Screening Resumes, Technical Recruiting, Internal Audit, Full-life Cycle..., Sales Prospecting, B2B, New Account Acquisition, Staffing Services, Talent Acquisition, Relationship Developer, Prospect Development, Task Accuracy, Business Solution, Territory Development, Sales Presentations, Payroll, Accounting, Analysis, College Recruiting, Permanent Placement, Business to Business..., Contract Recruitment, Hiring, Benefits Negotiation
Education
Davenport University 2014 — 2016
Master of Business Administration (MBA), Human Resources Management and Services
Davenport University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting Fraud Investigation
Saginaw Valley State University 2002 — 2008
Bachelors, Finance
Kelly Services June 2014 - Present
Kforce October 2012 - June 2014
New York Life Insurance Company November 2011 - October 2012
Fifth Third Bank July 2010 - December 2011
Fifth Third Bank August 2008 - July 2010
Chase May 2006 - July 2008
Skills
Recruiting, Human Resources, Financial Analysis, Auditing, Temporary Staffing, Tax, Training, Management, Supply Chain Operations, IT Recruitment, Customer Service..., Strategic Financial..., Sales Management, Cold Calling, Budgets, Forecasting, Sarbanes-Oxley Act, Financial Recruiting, Permanent Staffing, Screening Resumes, Technical Recruiting, Internal Audit, Full-life Cycle..., Sales Prospecting, B2B, New Account Acquisition, Staffing Services, Talent Acquisition, Relationship Developer, Prospect Development, Task Accuracy, Business Solution, Territory Development, Sales Presentations, Payroll, Accounting, Analysis, College Recruiting, Permanent Placement, Business to Business..., Contract Recruitment, Hiring, Benefits Negotiation
Education
Davenport University 2014 — 2016
Master of Business Administration (MBA), Human Resources Management and Services
Davenport University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting Fraud Investigation
Saginaw Valley State University 2002 — 2008
Bachelors, Finance
Joshua Pasquariello Joshua Pasquariello's New York Life Insurance Company Experience May 2004 - April 2005
Job Securities Settlement Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
BNY Mellon December 2009 - November 2014
BNY Mellon June 2005 - November 2009
New York Life Insurance Company May 2004 - April 2005
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Business Administration and Management, General
Le Moyne College 2000 — 2004
BS, Business/Finance
BNY Mellon December 2014 - Present
BNY Mellon December 2009 - November 2014
BNY Mellon June 2005 - November 2009
New York Life Insurance Company May 2004 - April 2005
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Business Administration and Management, General
Le Moyne College 2000 — 2004
BS, Business/Finance
Alex Spoerndle Alex Spoerndle's New York Life Insurance Company Experience October 2011 - April 2012
Job Account Coordinator 7D Marketing
Industry Public Relations and Communications
Experience
7D Marketing April 2014 - Present
World Truck Towing & Recovery, Inc March 2012 - October 2013
New York Life Insurance Company October 2011 - April 2012
Skills
Marketing Communications, People-oriented, Computer Literate, PowerPoint, Customer Service, Word, Customer Relations, Excel, Microsoft Excel, Microsoft Word, Logistics, Transportation, Leadership, Microsoft Office, Inventory Management, Time Management, Training, Human Resources, Customer Satisfaction, Outlook, Event Planning, CRM, Operations Management, Social Networking, Interviews, Account Management, Sales, Marketing, Teamwork, Facebook, Management, Cold Calling, Event Management, Team Building, Process Improvement, Process Scheduler, Social Media, Data Entry, Retail, Social Media Marketing, Team Leadership, Public Speaking, Telephone Skills, Public Relations, Advertising, Fundraising, Market Research, Hospitality, Sales Management, Marketing Strategy
Education
Cuyahoga Community College 2009 — 2010
Associates, Theatre
Mercyhurst College 2006 — 2009
Communications
Medina High School 2002 — 2006
Diploma
7D Marketing April 2014 - Present
World Truck Towing & Recovery, Inc March 2012 - October 2013
New York Life Insurance Company October 2011 - April 2012
Skills
Marketing Communications, People-oriented, Computer Literate, PowerPoint, Customer Service, Word, Customer Relations, Excel, Microsoft Excel, Microsoft Word, Logistics, Transportation, Leadership, Microsoft Office, Inventory Management, Time Management, Training, Human Resources, Customer Satisfaction, Outlook, Event Planning, CRM, Operations Management, Social Networking, Interviews, Account Management, Sales, Marketing, Teamwork, Facebook, Management, Cold Calling, Event Management, Team Building, Process Improvement, Process Scheduler, Social Media, Data Entry, Retail, Social Media Marketing, Team Leadership, Public Speaking, Telephone Skills, Public Relations, Advertising, Fundraising, Market Research, Hospitality, Sales Management, Marketing Strategy
Education
Cuyahoga Community College 2009 — 2010
Associates, Theatre
Mercyhurst College 2006 — 2009
Communications
Medina High School 2002 — 2006
Diploma
Chad Joyce's New York Life Insurance Company Experience September 2011 - February 2012
Job Marketing Manager at Zaccaria USA
Industry Consumer Services
Experience
Zaccaria USA February 2015 - Present
Coyote Pride Enterprises February 2012 - February 2015
New York Life Insurance Company September 2011 - February 2012
KND Productions, Inc May 2010 - May 2011
Association Insurance Management January 2003 - May 2010
State Farm Insurance January 2000 - January 2003
Rare Medium, Inc. February 1999 - May 2001
Search Logistix 2001 - 2001
Skills
Sales, Account Management, Insurance, Customer Service, Life Insurance, Sales Management, Cold Calling, Direct Sales, Strategic Planning, New Business Development, Team Building, Marketing, Sales Process, Product Marketing, CRM, Start-ups, Management, Strategy, Leadership, Lawn Care, Public Speaking, Marketing Strategy
Education
University of North Texas 1997 — 2000
n/a, Arts and Sciences
Dallas County Community College 1994 — 1997
Associates, Arts and Sciences
Zaccaria USA February 2015 - Present
Coyote Pride Enterprises February 2012 - February 2015
New York Life Insurance Company September 2011 - February 2012
KND Productions, Inc May 2010 - May 2011
Association Insurance Management January 2003 - May 2010
State Farm Insurance January 2000 - January 2003
Rare Medium, Inc. February 1999 - May 2001
Search Logistix 2001 - 2001
Skills
Sales, Account Management, Insurance, Customer Service, Life Insurance, Sales Management, Cold Calling, Direct Sales, Strategic Planning, New Business Development, Team Building, Marketing, Sales Process, Product Marketing, CRM, Start-ups, Management, Strategy, Leadership, Lawn Care, Public Speaking, Marketing Strategy
Education
University of North Texas 1997 — 2000
n/a, Arts and Sciences
Dallas County Community College 1994 — 1997
Associates, Arts and Sciences
Mary Colleen Witherspoon's New York Life Insurance Company Experience June 2014 - Present
Job Senior Analyst at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company June 2011 - June 2014
United HealthCare July 2010 - June 2011
Miami University Housing, Dining, and Guest Services September 2007 - May 2010
Community Counseling and Crisis Center April 2009 - April 2010
Skills
Microsoft Word, Management, Time Management, Microsoft Office, PowerPoint, Customer Service, Leadership, Analysis, Financial Analysis, Data Analysis, Research, Public Speaking, Event Planning, Nonprofits, Social Networking, Training, Facebook, Leadership Development, Community Outreach, English, Data Entry, Editing, Teamwork, Social Media, Team Leadership, Team Building, Government
Education
Miami University 2006 — 2010
B.A., Political Science/International Relations, Ethics/ Philosophy
Olmsted Falls High School 2002 — 2006
Diploma, Advanced Placement
Cuyahoga Community College
Post degree certificate, Legal Assistant/Paralegal
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company June 2011 - June 2014
United HealthCare July 2010 - June 2011
Miami University Housing, Dining, and Guest Services September 2007 - May 2010
Community Counseling and Crisis Center April 2009 - April 2010
Skills
Microsoft Word, Management, Time Management, Microsoft Office, PowerPoint, Customer Service, Leadership, Analysis, Financial Analysis, Data Analysis, Research, Public Speaking, Event Planning, Nonprofits, Social Networking, Training, Facebook, Leadership Development, Community Outreach, English, Data Entry, Editing, Teamwork, Social Media, Team Leadership, Team Building, Government
Education
Miami University 2006 — 2010
B.A., Political Science/International Relations, Ethics/ Philosophy
Olmsted Falls High School 2002 — 2006
Diploma, Advanced Placement
Cuyahoga Community College
Post degree certificate, Legal Assistant/Paralegal
Sarah Alonzo's New York Life Insurance Company Experience September 2012 - October 2014
Job Claims Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - October 2014
New York Life Insurance Company April 2010 - April 2011
PMSI Settlement Solutions November 2005 - January 2009
Skills
Customer Service, Administrative..., Office Administration, Client Liaison, Clerical Skills, Data Analysis, Account Management
Education
Cuyahoga Community College 2013 — 2013
Polk State College 1999 — 2001
New York Life Insurance Company September 2012 - October 2014
New York Life Insurance Company April 2010 - April 2011
PMSI Settlement Solutions November 2005 - January 2009
Skills
Customer Service, Administrative..., Office Administration, Client Liaison, Clerical Skills, Data Analysis, Account Management
Education
Cuyahoga Community College 2013 — 2013
Polk State College 1999 — 2001
Stephen Frantz's New York Life Insurance Company Experience June 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
R N' J Grilling and Catering June 2009 - Present
Ruby Tuesday June 2013 - May 2015
North Brunswick Pizza November 2013 - March 2015
Skills
Team Leadership, Econometrics, Training & Development, Marketing Strategy, Financial Analysis, Microsoft Office, SAS, Social Networking, Market Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Public Speaking, Social Media, Customer Service, Teamwork, Research, Facebook
Education
Rutgers University-New Brunswick 2013 — 2015
Bachelor’s Degree, Economics, Human Resource Management
Cumberland County College 2011 — 2013
Associate's Degree, Business Administration, GPA: 3.8
Cumberland Regional High School 2007 — 2011
High School
New York Life Insurance Company June 2015 - Present
R N' J Grilling and Catering June 2009 - Present
Ruby Tuesday June 2013 - May 2015
North Brunswick Pizza November 2013 - March 2015
Skills
Team Leadership, Econometrics, Training & Development, Marketing Strategy, Financial Analysis, Microsoft Office, SAS, Social Networking, Market Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Public Speaking, Social Media, Customer Service, Teamwork, Research, Facebook
Education
Rutgers University-New Brunswick 2013 — 2015
Bachelor’s Degree, Economics, Human Resource Management
Cumberland County College 2011 — 2013
Associate's Degree, Business Administration, GPA: 3.8
Cumberland Regional High School 2007 — 2011
High School
Sarah-Elizabeth Tierney Sarah-Elizabeth Tierney's New York Life Insurance Company Experience March 2014 - November 2014
Job Bartender
Industry Food & Beverages
Experience
Ballyhoo September 2014 - Present
Buffalo NY February 2008 - Present
New York Life Insurance Company March 2014 - November 2014
New York Life Insurance Company August 2011 - May 2013
Skills
Hospitality, Research, Analysis, Retirement Planning, Fixed Annuities, Long-term Care, Estate Planning, Succession Planning, Financial Analysis, Customer Service
Education
Daemen College 2007 — 2011
BA, Psychology, Criminal Justice
Holy Angels Academy 2003 — 2007
Bryant and Stratton College-Amherst 2012 — 2012
Financial Securities
Ballyhoo September 2014 - Present
Buffalo NY February 2008 - Present
New York Life Insurance Company March 2014 - November 2014
New York Life Insurance Company August 2011 - May 2013
Skills
Hospitality, Research, Analysis, Retirement Planning, Fixed Annuities, Long-term Care, Estate Planning, Succession Planning, Financial Analysis, Customer Service
Education
Daemen College 2007 — 2011
BA, Psychology, Criminal Justice
Holy Angels Academy 2003 — 2007
Bryant and Stratton College-Amherst 2012 — 2012
Financial Securities
Joseph Jopski Joseph Jopski's New York Life Insurance Company Experience January 2013 - August 2013
Job Account Manager at American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross August 2013 - Present
New York Life Insurance Company January 2013 - August 2013
Towne Park January 1999 - April 2013
Skills
Hospitality, Hospitality Management, Hotels, Revenue Analysis, Hospitality Industry, Front Office, Hotel Management, Account Management, Customer Service, Event Management, Sales, Team Building, 401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Management, Forecasting
Education
Cypress College 2000 — 2002
Computer Programming, Education
Fullerton College 1998 — 2000
Computer Programming, Education
American Red Cross August 2013 - Present
New York Life Insurance Company January 2013 - August 2013
Towne Park January 1999 - April 2013
Skills
Hospitality, Hospitality Management, Hotels, Revenue Analysis, Hospitality Industry, Front Office, Hotel Management, Account Management, Customer Service, Event Management, Sales, Team Building, 401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Management, Forecasting
Education
Cypress College 2000 — 2002
Computer Programming, Education
Fullerton College 1998 — 2000
Computer Programming, Education
Debra DiFrancesco Debra DiFrancesco's New York Life Insurance Company Experience December 2011 - October 2012
Job ACTIVELY SEEKING NEW OPPORTUNITY
Industry Insurance
Experience
New York Life Insurance Company December 2011 - October 2012
Delegate Charles Poindexter, 9th District, Virginia House of Delegates September 2011 - November 2011
Rowe Fine Furniture July 2007 - November 2010
Salem Printing Company October 1999 - February 2002
Skills
Public Speaking, Leadership, Account Management, Communication Skills, Sales Management
Education
Licensed Life and Health Agent 2011 — 2012
Commonwealth of Virginia, Insurance
Hollins University 2004 — 2007
Bachelor of Arts (B.A.), Communication Studies minor in Psychology
Corning Community College 1991 — 1994
Associate of Science (A.S.), Business/Corporate Communications
New York Life Insurance Company December 2011 - October 2012
Delegate Charles Poindexter, 9th District, Virginia House of Delegates September 2011 - November 2011
Rowe Fine Furniture July 2007 - November 2010
Salem Printing Company October 1999 - February 2002
Skills
Public Speaking, Leadership, Account Management, Communication Skills, Sales Management
Education
Licensed Life and Health Agent 2011 — 2012
Commonwealth of Virginia, Insurance
Hollins University 2004 — 2007
Bachelor of Arts (B.A.), Communication Studies minor in Psychology
Corning Community College 1991 — 1994
Associate of Science (A.S.), Business/Corporate Communications
Raymond Luk Raymond Luk's New York Life Insurance Company Experience October 2009 - Present
Job Financial Services Professional at NYLIFE SECURITIES LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company October 2009 - Present
AQS April 2008 - April 2009
Hong's Gourmet October 2001 - April 2008
Skills
Investments, Estate Planning, Retirement Planning, 401(k) Rollovers, Annuity Sales, Insurance, Gifting Strategies, Key Person Protection, Legacies, Multi-Generational..., Wealth Preservation..., Management, Small Business, Wealth Accumulation, Fixed Annuities, Disability Insurance, 401k Rollovers, 401k, Retirement, Asset Allocation, IRAs, Mutual Funds, Business, Health Insurance, Marketing, Employee Benefits, Multi-generational..., Asset Protection, Investment Strategies, Financial Services, Life Insurance, College Savings Plans, Roth IRA, Risk Management, Series 63
Education
De Anza College
San Jose State University
BS, Electrical Engineering
San Marino High School
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company October 2009 - Present
AQS April 2008 - April 2009
Hong's Gourmet October 2001 - April 2008
Skills
Investments, Estate Planning, Retirement Planning, 401(k) Rollovers, Annuity Sales, Insurance, Gifting Strategies, Key Person Protection, Legacies, Multi-Generational..., Wealth Preservation..., Management, Small Business, Wealth Accumulation, Fixed Annuities, Disability Insurance, 401k Rollovers, 401k, Retirement, Asset Allocation, IRAs, Mutual Funds, Business, Health Insurance, Marketing, Employee Benefits, Multi-generational..., Asset Protection, Investment Strategies, Financial Services, Life Insurance, College Savings Plans, Roth IRA, Risk Management, Series 63
Education
De Anza College
San Jose State University
BS, Electrical Engineering
San Marino High School
Debra Weber Debra Weber's New York Life Insurance Company Experience December 2012 - May 2013
Job Accountant
Industry Insurance
Experience
Bernie's Haul Away February 2013 - May 2013
New York Life Insurance Company December 2012 - May 2013
Primerica September 2012 - December 2012
National Agents Alliance Corporate September 2011 - October 2012
Aflac 2010 - 2011
Skills
Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Customer Service, Life Insurance, Long-term Care, Health Insurance, Employee Benefits, Dental, Accident, Medicare Supplements, Supplemental Insurance, Excel, Word, PowerPoint
Education
Davenport University 2007 — 2009
Bachelor's Degree, Accounting Information Systems/Audit
Bernie's Haul Away February 2013 - May 2013
New York Life Insurance Company December 2012 - May 2013
Primerica September 2012 - December 2012
National Agents Alliance Corporate September 2011 - October 2012
Aflac 2010 - 2011
Skills
Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Customer Service, Life Insurance, Long-term Care, Health Insurance, Employee Benefits, Dental, Accident, Medicare Supplements, Supplemental Insurance, Excel, Word, PowerPoint
Education
Davenport University 2007 — 2009
Bachelor's Degree, Accounting Information Systems/Audit
Vincent Falkiewicz Vincent Falkiewicz's New York Life Insurance Company Experience October 2014 - Present
Job Senior Automation / Systems Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
Market Data Insights May 2014 - October 2014
New York Life Insurance Company February 2013 - May 2014
MDSL April 2012 - February 2013
Bloomberg February 2012 - April 2012
LoopNet August 2011 - November 2011
Northwestern Mutual Financial Network: The Russo Financial Group May 2010 - May 2011
Skills
Bloomberg Terminal, Excel, Pivot Tables, Data Analysis, Budget Process, SQL, Crystal Reports, Financial Reporting, Economic Modeling, Interpersonal Skills, Hard Worker, Vlookup, Macros, Manage Client..., Expense Management, Access Database, SQL Server Management..., Finance, Management, Business Analysis, Financial Analysis, Macro, PowerPoint, Accounting, Corporate Finance, Microsoft Excel, Financial Modeling, Microsoft Office, Social Skills, VBA, Databases
Education
Cornell University 2007 — 2011
BA, Economics
New York Life Insurance Company October 2014 - Present
Market Data Insights May 2014 - October 2014
New York Life Insurance Company February 2013 - May 2014
MDSL April 2012 - February 2013
Bloomberg February 2012 - April 2012
LoopNet August 2011 - November 2011
Northwestern Mutual Financial Network: The Russo Financial Group May 2010 - May 2011
Skills
Bloomberg Terminal, Excel, Pivot Tables, Data Analysis, Budget Process, SQL, Crystal Reports, Financial Reporting, Economic Modeling, Interpersonal Skills, Hard Worker, Vlookup, Macros, Manage Client..., Expense Management, Access Database, SQL Server Management..., Finance, Management, Business Analysis, Financial Analysis, Macro, PowerPoint, Accounting, Corporate Finance, Microsoft Excel, Financial Modeling, Microsoft Office, Social Skills, VBA, Databases
Education
Cornell University 2007 — 2011
BA, Economics
Thomas L. Kruisenga Thomas L. Kruisenga's New York Life Insurance Company Experience May 2012 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Agent May 2013 - Present
New York Life Insurance Company May 2012 - Present
The Oak Initiative December 2009 - December 2012
Wyoming Kentwood Area Chamber of Commerce 2000 - 2010
Wyoming Kentwood Chamber of Commerce January 2009 - May 2009
Wyoming Kentwood Area Chamber of Commerce January 2000 - 2009
Skills
Insurance, Annuity Sales, Licensed Life Insurance...
Education
International School Of Ministry 2009 — 2011
Diploma
Davenport University-Eastern Region 1970 — 1972
Associates, Business Management
New York Life Agent May 2013 - Present
New York Life Insurance Company May 2012 - Present
The Oak Initiative December 2009 - December 2012
Wyoming Kentwood Area Chamber of Commerce 2000 - 2010
Wyoming Kentwood Chamber of Commerce January 2009 - May 2009
Wyoming Kentwood Area Chamber of Commerce January 2000 - 2009
Skills
Insurance, Annuity Sales, Licensed Life Insurance...
Education
International School Of Ministry 2009 — 2011
Diploma
Davenport University-Eastern Region 1970 — 1972
Associates, Business Management
Bill Gibbs Bill Gibbs's New York Life Insurance Company Experience September 2009 - May 2011
Job Manager Sales Operations at SugarCRM
Industry Computer Software
Experience
SugarCRM January 2015 - Present
Ooyala November 2013 - November 2014
Recommind July 2012 - November 2013
Dell Cloud Business Applications May 2011 - May 2012
New York Life Insurance Company September 2009 - May 2011
Intuit December 2005 - December 2008
Siebel Systems (UpShot, Inc.) September 2002 - December 2005
KLA-Tencor June 2000 - September 2002
Synopsys April 1999 - June 2000
Cadence Design Systems December 1991 - December 1998
Skills
Salesforce.com, Business Development, Sales Operations, Cross-functional Team..., Program Management, Strategy, Start-ups, Team Leadership, Management, Lead Generation, Sales Process, Project Management, Training, Strategic Partnerships, Enterprise Software, IT Strategy, Leadership, Analytics, Business Process, Go-to-market Strategy, Process Improvement, Channel Partners, Selling Skills, Business Process..., Forecasting, Selling, Strategic Planning, Business, Sales Compensation, Sales, Business Strategy, Sales Management, Business Planning, Analysis, Customer Engagement..., SaaS Subscription..., Sales Performance..., Account Management, Territory Management, Sales Lifecycle..., Sales Enablement..., Sales Effectiveness..., Executive Briefing..., SaaS Start Ups, High Tech Turnarounds, Customer Service..., Merger and Acquisitions..., Program Management..., SaaS, CRM
Education
De Anza College
Electrical Engineering
Mission College
Business Administration
West Valley College
Art/Art Studies, General Studies
SugarCRM January 2015 - Present
Ooyala November 2013 - November 2014
Recommind July 2012 - November 2013
Dell Cloud Business Applications May 2011 - May 2012
New York Life Insurance Company September 2009 - May 2011
Intuit December 2005 - December 2008
Siebel Systems (UpShot, Inc.) September 2002 - December 2005
KLA-Tencor June 2000 - September 2002
Synopsys April 1999 - June 2000
Cadence Design Systems December 1991 - December 1998
Skills
Salesforce.com, Business Development, Sales Operations, Cross-functional Team..., Program Management, Strategy, Start-ups, Team Leadership, Management, Lead Generation, Sales Process, Project Management, Training, Strategic Partnerships, Enterprise Software, IT Strategy, Leadership, Analytics, Business Process, Go-to-market Strategy, Process Improvement, Channel Partners, Selling Skills, Business Process..., Forecasting, Selling, Strategic Planning, Business, Sales Compensation, Sales, Business Strategy, Sales Management, Business Planning, Analysis, Customer Engagement..., SaaS Subscription..., Sales Performance..., Account Management, Territory Management, Sales Lifecycle..., Sales Enablement..., Sales Effectiveness..., Executive Briefing..., SaaS Start Ups, High Tech Turnarounds, Customer Service..., Merger and Acquisitions..., Program Management..., SaaS, CRM
Education
De Anza College
Electrical Engineering
Mission College
Business Administration
West Valley College
Art/Art Studies, General Studies
Michael Fashjian's New York Life Insurance Company Experience 2008 - 2009
Job President Patriot Tricking Corp. & PresidentDumpster Divers dumpster rentals
Industry Package/Freight Delivery
Experience
Patriot Trucking Corporation November 2013 - Present
The Dumpster Divers January 2010 - Present
Protective Life May 2010 - May 2014
New York Life Insurance Company 2008 - 2009
Framingham Dodge 1995 - 2006
Skills
Insurance, Reinsurance, Sales Management, Property & Casualty..., Account Management, Customer Satisfaction, Sales, New Business Development, Risk Management, Team Building, Negotiation, Process Improvement, Customer Service, Management, Sales Process, Cold Calling, Selling, Profit, Customer Retention
Education
NADA DEALER ACADEMY 1993 — 1993
Curry College 1990 — 1992
Bachelor's degree
Patriot Trucking Corporation November 2013 - Present
The Dumpster Divers January 2010 - Present
Protective Life May 2010 - May 2014
New York Life Insurance Company 2008 - 2009
Framingham Dodge 1995 - 2006
Skills
Insurance, Reinsurance, Sales Management, Property & Casualty..., Account Management, Customer Satisfaction, Sales, New Business Development, Risk Management, Team Building, Negotiation, Process Improvement, Customer Service, Management, Sales Process, Cold Calling, Selling, Profit, Customer Retention
Education
NADA DEALER ACADEMY 1993 — 1993
Curry College 1990 — 1992
Bachelor's degree
Dennis Dick Dennis Dick's New York Life Insurance Company Experience 2003 - 2005
Job Retired Financial Advisor
Industry Insurance
Experience
Bullington Capital Management, LLC June 2007 - February 2009
J. P. MorganChase Bank 2005 - 2007
New York Life Insurance Company 2003 - 2005
Van Dorn Demag Corporation January 1977 - August 2002
Skills
Microsoft Excel, Health Insurance, Insurance, Team Building, Process Improvement, Change Management, Finance, Microsoft Office, Quality Assurance, Six Sigma, College Savings Plans, Management, Leadership, Continuous Improvement, Strategic Planning, Forecasting
Education
David N. Myers University 1992 — 1994
Bachelor of Science, Business Management, 4.0 Gradepoint Average
Bullington Capital Management, LLC June 2007 - February 2009
J. P. MorganChase Bank 2005 - 2007
New York Life Insurance Company 2003 - 2005
Van Dorn Demag Corporation January 1977 - August 2002
Skills
Microsoft Excel, Health Insurance, Insurance, Team Building, Process Improvement, Change Management, Finance, Microsoft Office, Quality Assurance, Six Sigma, College Savings Plans, Management, Leadership, Continuous Improvement, Strategic Planning, Forecasting
Education
David N. Myers University 1992 — 1994
Bachelor of Science, Business Management, 4.0 Gradepoint Average
Jesse May Jesse May's New York Life Insurance Company Experience February 1984 - October 1986
Job support services at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown November 2011 - Present
EisnerLubin November 1986 - January 2012
New York Life Insurance Company February 1984 - October 1986
American Express March 1978 - February 1982
Skills
Bookkeeping, Records, Shipping, scanning documents, Bank Reconciliation, Bookkeeping,Records,Scan..., Billing Process
Education
CUNY New York City College of Technology 1980 — 1982
canarsie high school 1975 — 1978
Canarsie High School
WithumSmith+Brown November 2011 - Present
EisnerLubin November 1986 - January 2012
New York Life Insurance Company February 1984 - October 1986
American Express March 1978 - February 1982
Skills
Bookkeeping, Records, Shipping, scanning documents, Bank Reconciliation, Bookkeeping,Records,Scan..., Billing Process
Education
CUNY New York City College of Technology 1980 — 1982
canarsie high school 1975 — 1978
Canarsie High School
Conrad Connealy Conrad Connealy's New York Life Insurance Company Experience May 2011 - January 2012
Job Attorney at Nye, Hervert, Jorgensen & Watson, P.C. L.L.O
Industry Legal Services
Experience
Nye, Hervert, Jorgensen & Watson, P.C. L.L.O September 2015 - Present
Johnson and Mock March 2014 - August 2015
Connealy Farms January 2000 - August 2013
New York Life Insurance Company May 2011 - January 2012
Connealy Insurance May 2010 - August 2010
Skills
Accounting, Agribusiness, Business Analysis, Insurance, Financial Analysis, Research, Customer Service, Leadership, Microsoft Office, PowerPoint, Public Speaking, Sales, Team Building
Education
Creighton University School of Law 2012 — 2015
Juris Doctor, Law
South Dakota State University 2008 — 2012
Bachelor of Science (BS), Agricultural Business
Nye, Hervert, Jorgensen & Watson, P.C. L.L.O September 2015 - Present
Johnson and Mock March 2014 - August 2015
Connealy Farms January 2000 - August 2013
New York Life Insurance Company May 2011 - January 2012
Connealy Insurance May 2010 - August 2010
Skills
Accounting, Agribusiness, Business Analysis, Insurance, Financial Analysis, Research, Customer Service, Leadership, Microsoft Office, PowerPoint, Public Speaking, Sales, Team Building
Education
Creighton University School of Law 2012 — 2015
Juris Doctor, Law
South Dakota State University 2008 — 2012
Bachelor of Science (BS), Agricultural Business
Louis Donato Louis Donato's New York Life Insurance Company Experience September 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC December 2014 - Present
Trilogy Financial Services September 2012 - September 2014
Morgan Stanley Investment Management December 2007 - April 2009
Morgan Stanley Smith Barney 1986 - 1992
Skills
Life Insurance..., 401k Rollovers, IRA Rollovers, Lifetime Income..., Business Insurance..., Retirement Planning, Estate Planning, Wealth Preservation..., Gifting Strategies
Education
CUNY Bronx Community College 1980 — 1984
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC December 2014 - Present
Trilogy Financial Services September 2012 - September 2014
Morgan Stanley Investment Management December 2007 - April 2009
Morgan Stanley Smith Barney 1986 - 1992
Skills
Life Insurance..., 401k Rollovers, IRA Rollovers, Lifetime Income..., Business Insurance..., Retirement Planning, Estate Planning, Wealth Preservation..., Gifting Strategies
Education
CUNY Bronx Community College 1980 — 1984
Chelsea Sherrill's New York Life Insurance Company Experience August 2015 - Present
Job Agent at New York Life Insurance Company
Industry Graphic Design
Experience
New York Life Insurance Company August 2015 - Present
Sospensione Designs August 2007 - Present
CustomGlamGirl.com January 2014 - September 2015
Repro Graphix January 2012 - January 2014
Portrait Innovations June 2011 - January 2012
NAMICO 2012 - 2012
Caribou Coffee June 2011 - August 2011
Bethel Church of Cleveland Heights December 2009 - August 2011
The Echo April 2008 - May 2009
Taylor University August 2007 - August 2008
Skills
Layout, Freelance Graphics, Photo Editor, Typography, Hand Lettering, Hand Drawing, Background Design, Book Design, Coffee, Portrait Photography, Children Photography, Newborn Photography, Maternity, Design Patterns, InDesign, Photoshop, Photography, Calligraphy, Graphics, Adobe Creative Suite, CSS, Sketching, Freelance Writing, Corporate Identity, Web Design, Illustrator, Background Art, HTML, XHTML, Logo Design, Creative Direction, Graphic Design, Art, Brochures, Digital Photography, Posters, Illustration, Image Editing, Pre-press, Dreamweaver, Image Manipulation, Visual Communication, Corporate Branding, Drawing, Art Direction, Banners, Mac, Flyers, Flash, Customer Service
Education
Taylor University 2006 — 2009
Bachelor of Arts, Visual Arts: Photography & Graphic Design, 3.46
Cuyahoga Community College 2003 — 2007
Associate of Arts, Arts, Dance
New York Life Insurance Company August 2015 - Present
Sospensione Designs August 2007 - Present
CustomGlamGirl.com January 2014 - September 2015
Repro Graphix January 2012 - January 2014
Portrait Innovations June 2011 - January 2012
NAMICO 2012 - 2012
Caribou Coffee June 2011 - August 2011
Bethel Church of Cleveland Heights December 2009 - August 2011
The Echo April 2008 - May 2009
Taylor University August 2007 - August 2008
Skills
Layout, Freelance Graphics, Photo Editor, Typography, Hand Lettering, Hand Drawing, Background Design, Book Design, Coffee, Portrait Photography, Children Photography, Newborn Photography, Maternity, Design Patterns, InDesign, Photoshop, Photography, Calligraphy, Graphics, Adobe Creative Suite, CSS, Sketching, Freelance Writing, Corporate Identity, Web Design, Illustrator, Background Art, HTML, XHTML, Logo Design, Creative Direction, Graphic Design, Art, Brochures, Digital Photography, Posters, Illustration, Image Editing, Pre-press, Dreamweaver, Image Manipulation, Visual Communication, Corporate Branding, Drawing, Art Direction, Banners, Mac, Flyers, Flash, Customer Service
Education
Taylor University 2006 — 2009
Bachelor of Arts, Visual Arts: Photography & Graphic Design, 3.46
Cuyahoga Community College 2003 — 2007
Associate of Arts, Arts, Dance
Steven Orlowski, CFP®'s New York Life Insurance Company Experience 2009 - 2011
Job Certified Financial Planner at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2014 - Present
Orlowski & Co. 2008 - Present
Allstate Financial Services, LLC 2013 - 2014
HSBC 2011 - 2012
New York Life Insurance Company 2009 - 2011
Orlowski Financial Counsel, LLC 2008 - 2010
Fidelity Investments 1999 - 2008
Quick & Reilly 1997 - 1998
Skills
Retirement Planning, Investments, Estate Planning, Risk Management, Managed Funds, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Annuities, Securities, Financial Markets, Equity Research, Trading, Fixed Income, Financial Services, Bonds, Finance, Asset Management, Alternative Investments, ETFs, Equities, Emerging Markets, Valuation, Hedge Funds, Investment Management, Retirement, Strategic Financial..., Capital Markets, Series 63, Options, Bloomberg, Financial Advisory, FINRA, Equity Trading, Wealth, 401k, IRAs, Stocks, Wealth Management..., Investor Relations, Certified Financial..., Derivatives, Personal Finance, Financial Planners, Relationship Management, Life Insurance
Education
Stockton University 1989 — 1991
Bachelor of Science, Finance
County College of Morris 1987 — 1989
Associate of Science (A.S.), Business Administration and Management, General
MassMutual Financial Group February 2014 - Present
Orlowski & Co. 2008 - Present
Allstate Financial Services, LLC 2013 - 2014
HSBC 2011 - 2012
New York Life Insurance Company 2009 - 2011
Orlowski Financial Counsel, LLC 2008 - 2010
Fidelity Investments 1999 - 2008
Quick & Reilly 1997 - 1998
Skills
Retirement Planning, Investments, Estate Planning, Risk Management, Managed Funds, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Annuities, Securities, Financial Markets, Equity Research, Trading, Fixed Income, Financial Services, Bonds, Finance, Asset Management, Alternative Investments, ETFs, Equities, Emerging Markets, Valuation, Hedge Funds, Investment Management, Retirement, Strategic Financial..., Capital Markets, Series 63, Options, Bloomberg, Financial Advisory, FINRA, Equity Trading, Wealth, 401k, IRAs, Stocks, Wealth Management..., Investor Relations, Certified Financial..., Derivatives, Personal Finance, Financial Planners, Relationship Management, Life Insurance
Education
Stockton University 1989 — 1991
Bachelor of Science, Finance
County College of Morris 1987 — 1989
Associate of Science (A.S.), Business Administration and Management, General
My Dinh My Dinh's New York Life Insurance Company Experience 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2015 - Present
Quanta April 2013 - September 2014
Foothill-De Anza Community College District March 2010 - March 2013
Sherwood Residence January 2006 - May 2008
Sacombank October 2005 - May 2007
Skills
Education Funding..., Income Protection, Life Insurance..., Lifetime Income..., Protection..., Retirement Income..., 401k Rollovers, Event Marketing Strategy, Customer Service, Business Networking
Education
San Jose State University 2013 — 2014
Bachelor's Degree, Finance, General
De Anza College 2010 — 2013
Associate's Degree, Business Administration and Management, General
University of Technology, Viet Nam 2003 — 2007
Bachelor's Degree, Business Administration and Management, General
New York Life Insurance Company 2015 - Present
Quanta April 2013 - September 2014
Foothill-De Anza Community College District March 2010 - March 2013
Sherwood Residence January 2006 - May 2008
Sacombank October 2005 - May 2007
Skills
Education Funding..., Income Protection, Life Insurance..., Lifetime Income..., Protection..., Retirement Income..., 401k Rollovers, Event Marketing Strategy, Customer Service, Business Networking
Education
San Jose State University 2013 — 2014
Bachelor's Degree, Finance, General
De Anza College 2010 — 2013
Associate's Degree, Business Administration and Management, General
University of Technology, Viet Nam 2003 — 2007
Bachelor's Degree, Business Administration and Management, General
Yuri N. Garcia Goff Yuri N. Garcia Goff's New York Life Insurance Company Experience October 2014 - March 2015
Job Contract Admin at TIBCO Software Inc.
Industry Law Practice
Experience
TIBCO Software Inc. March 2015 - Present
Luxottica Retail North America September 2013 - Present
New York Life Insurance Company October 2014 - March 2015
Apple Inc. The Company Store November 2013 - August 2014
Skills
Customer Service, Time Management, Microsoft Office, Public Speaking, Microsoft Excel, Knowledge of office..., Fluent in Spanish and..., Microsoft Excel,..., Retail, Word, PowerPoint, Telephone Skills, Outlook, 10 Key, Excel, Typing, Teamwork, Internet Research, Spanish, Critical Thinking, Problem Solving, Social Networking, Drawing, Writing, Dispensing and..., Basic comprehension in..., Contact Lenses, Lenses materials, Business Networking, Communication skills, Legal analysis, Paralegal and..., Data Security and..., Foreign Corrupt..., Ethics and Code of..., Social Media and Your..., Business Etiquette
Education
De Anza College 2014 — 2015
Certificate
Mission College 2011 — 2013
Certificate
Universidad Catolica de Nicaragua 2004 — 2008
Bachelor's Degree
TIBCO Software Inc. March 2015 - Present
Luxottica Retail North America September 2013 - Present
New York Life Insurance Company October 2014 - March 2015
Apple Inc. The Company Store November 2013 - August 2014
Skills
Customer Service, Time Management, Microsoft Office, Public Speaking, Microsoft Excel, Knowledge of office..., Fluent in Spanish and..., Microsoft Excel,..., Retail, Word, PowerPoint, Telephone Skills, Outlook, 10 Key, Excel, Typing, Teamwork, Internet Research, Spanish, Critical Thinking, Problem Solving, Social Networking, Drawing, Writing, Dispensing and..., Basic comprehension in..., Contact Lenses, Lenses materials, Business Networking, Communication skills, Legal analysis, Paralegal and..., Data Security and..., Foreign Corrupt..., Ethics and Code of..., Social Media and Your..., Business Etiquette
Education
De Anza College 2014 — 2015
Certificate
Mission College 2011 — 2013
Certificate
Universidad Catolica de Nicaragua 2004 — 2008
Bachelor's Degree
Jack Kragt Jack Kragt's New York Life Insurance Company Experience April 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
Jack Kragt Academic Support Services October 2007 - March 2015
Zondervan, a division of Harper Collins 2006 - 2007
Zondervan Publishers 2003 - 2006
Zondervan January 1998 - January 2003
Zondervan January 1991 - January 1998
Skills
Editorial, Books, Proofreading, Marketing, Teaching, Sales, Publishing, Published Author, Marketing Strategy, Editing, Media Relations, Time Management, Academic Publishing, Nonprofits, Leadership, Public Speaking, Budgets, Creative Writing, Copywriting
Education
Davenport University 1993 — 2000
40 Credit Hours, Business, Marketing
Kuyper College 1986 — 1988
33 credit hours, Bible, Theology
Trinity Christian College 1978 — 1982
B.A., Sociology
Trinity Christian College 1978 — 1982
B. A, Sociology; business
New York Life Insurance Company April 2015 - Present
Jack Kragt Academic Support Services October 2007 - March 2015
Zondervan, a division of Harper Collins 2006 - 2007
Zondervan Publishers 2003 - 2006
Zondervan January 1998 - January 2003
Zondervan January 1991 - January 1998
Skills
Editorial, Books, Proofreading, Marketing, Teaching, Sales, Publishing, Published Author, Marketing Strategy, Editing, Media Relations, Time Management, Academic Publishing, Nonprofits, Leadership, Public Speaking, Budgets, Creative Writing, Copywriting
Education
Davenport University 1993 — 2000
40 Credit Hours, Business, Marketing
Kuyper College 1986 — 1988
33 credit hours, Bible, Theology
Trinity Christian College 1978 — 1982
B.A., Sociology
Trinity Christian College 1978 — 1982
B. A, Sociology; business
Ben Plummer Ben Plummer's New York Life Insurance Company Experience January 2014 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
NYLIFE Securities LLC January 2014 - Present
Skills
Licensed Life and..., Licensed in Long Term..., Permanent Life Insurance, Term Life Insurance, Universal Life, Retirement Planning, Lifetime Income..., Asset Protection, Investments, Mutual Funds, Annuity Sales, Business Planning
Education
Dakota State University
New York Life Insurance Company January 2014 - Present
NYLIFE Securities LLC January 2014 - Present
Skills
Licensed Life and..., Licensed in Long Term..., Permanent Life Insurance, Term Life Insurance, Universal Life, Retirement Planning, Lifetime Income..., Asset Protection, Investments, Mutual Funds, Annuity Sales, Business Planning
Education
Dakota State University
F. Robert Leary's New York Life Insurance Company Experience May 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
Skills
Annuity Sales, Asset Protection, Business Succession..., Life Insurance, Long Term Care Insurance, Multi-Generational..., Wealth Transfer..., Supplements to Employee...
Education
Daniel Webster College
Business Administration, Management and Operations
Nichols College
Business Administration, Management and Operations
New York Life Insurance Company May 2014 - Present
Skills
Annuity Sales, Asset Protection, Business Succession..., Life Insurance, Long Term Care Insurance, Multi-Generational..., Wealth Transfer..., Supplements to Employee...
Education
Daniel Webster College
Business Administration, Management and Operations
Nichols College
Business Administration, Management and Operations
Ashley (Petkus) Ward's New York Life Insurance Company Experience April 2013 - April 2014
Job Connecting Opportunity to Top Talent
Industry Staffing and Recruiting
Experience
WilliamCharles Search Group April 2015 - Present
Total Quality Logistics April 2014 - April 2015
New York Life Insurance Company April 2013 - April 2014
Springthrough September 2010 - August 2011
Skills
Recruiting, Management, Interviews, Executive Search, Talent Acquisition, Social Media, Leadership, Social Networking, Human Resources, Public Speaking, Customer Service, Screening Resumes, Training, Sourcing, Resume Writing, Board of Directors, Microsoft Office, Event Planning, Staffing Services, Blogging, Job Search Strategies, Headhunt
Education
Cornerstone University
Bachelor's Degree
WilliamCharles Search Group April 2015 - Present
Total Quality Logistics April 2014 - April 2015
New York Life Insurance Company April 2013 - April 2014
Springthrough September 2010 - August 2011
Skills
Recruiting, Management, Interviews, Executive Search, Talent Acquisition, Social Media, Leadership, Social Networking, Human Resources, Public Speaking, Customer Service, Screening Resumes, Training, Sourcing, Resume Writing, Board of Directors, Microsoft Office, Event Planning, Staffing Services, Blogging, Job Search Strategies, Headhunt
Education
Cornerstone University
Bachelor's Degree
Dee Rodriguez Dee Rodriguez's New York Life Insurance Company Experience October 1997 - March 2010
Job Human Resources Professional
Industry Human Resources
Experience
DaVita Rx June 2014 - Present
DaVita Rx January 2013 - June 2014
The Penn Mutual Life Insurance Company August 2010 - May 2012
Stevens Financial Group/Mass Mutual Life Insurance Company April 2010 - July 2010
New York Life Insurance Company October 1997 - March 2010
Skills
Human Resources, Recruiting, Employee Benefits, Onboarding, Performance Management, Customer Service, Training, Talent Acquisition, Payroll, Employee Relations, Insurance, Benefits Administration, New Hire Orientations, Office Management, Process Improvement, Interviews, Talent Management, Microsoft Office, HRIS, CRM, Organizational..., Team Building, Personnel Management, Administrative..., HR Transformation, Organized Multi-tasker, Highly self-motivated, Employee Engagement, Accounts Payable, Coaching, Travel Arrangements, Outstanding time..., Internal & External..., Organizational..., Managing Workflow, Life Insurance, Dashboarding, Preparation Of Reports, Summarizing Information, Prospecting Skills, Business Relationship..., Relationship Management..., Deferred Compensation, Leadership, Management, Hiring
Education
Dallas Baptist University 2007 — 2009
Bachelor of Business Studies, Management
Texas A&M University 1992 — 1995
Business Administration and Management, General
LOMA International
Associate Customer Service (ACS)
DaVita Rx June 2014 - Present
DaVita Rx January 2013 - June 2014
The Penn Mutual Life Insurance Company August 2010 - May 2012
Stevens Financial Group/Mass Mutual Life Insurance Company April 2010 - July 2010
New York Life Insurance Company October 1997 - March 2010
Skills
Human Resources, Recruiting, Employee Benefits, Onboarding, Performance Management, Customer Service, Training, Talent Acquisition, Payroll, Employee Relations, Insurance, Benefits Administration, New Hire Orientations, Office Management, Process Improvement, Interviews, Talent Management, Microsoft Office, HRIS, CRM, Organizational..., Team Building, Personnel Management, Administrative..., HR Transformation, Organized Multi-tasker, Highly self-motivated, Employee Engagement, Accounts Payable, Coaching, Travel Arrangements, Outstanding time..., Internal & External..., Organizational..., Managing Workflow, Life Insurance, Dashboarding, Preparation Of Reports, Summarizing Information, Prospecting Skills, Business Relationship..., Relationship Management..., Deferred Compensation, Leadership, Management, Hiring
Education
Dallas Baptist University 2007 — 2009
Bachelor of Business Studies, Management
Texas A&M University 1992 — 1995
Business Administration and Management, General
LOMA International
Associate Customer Service (ACS)
Leticia Reyes Leticia Reyes's New York Life Insurance Company Experience February 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2015 - Present
Rodan + Fields January 2013 - Present
AAA June 2003 - January 2007
GEICO March 1994 - June 2003
Skills
Customer Service, Marketing, Team Building, Public Speaking, Leadership, Strategic Planning, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Grandchild Gifting, Income Protection, Legacy Planning, Licensed Life Insurance..., Retirement Income..., Retirement Planning, Small Business, Supplements to Employee..., Wealth Preservation..., Networking, Social Media Marketing, Workshop Facilitation
Education
Dallas Baptist University 2008 — 2012
Bachelor's degree, Psychology
New York Life Insurance Company February 2015 - Present
Rodan + Fields January 2013 - Present
AAA June 2003 - January 2007
GEICO March 1994 - June 2003
Skills
Customer Service, Marketing, Team Building, Public Speaking, Leadership, Strategic Planning, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Grandchild Gifting, Income Protection, Legacy Planning, Licensed Life Insurance..., Retirement Income..., Retirement Planning, Small Business, Supplements to Employee..., Wealth Preservation..., Networking, Social Media Marketing, Workshop Facilitation
Education
Dallas Baptist University 2008 — 2012
Bachelor's degree, Psychology
Andrea McCormack's New York Life Insurance Company Experience December 2013 - Present
Job Committed New York Life agent, helping individuals,families and business put together personalized financial plans.
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training, 401k Rollovers, Annuity Sales, Asset Protection, Education Funding, Gifting Strategies, Charitable Giving, Permanent Life Insurance, Business Development, Relationship Building, Writing, Sales Process, Seminar Marketing, Social Media Marketing, Strategic Planning, Business Strategy, Term Life Insurance, Universal Life
Education
Curry College 1978 — 1982
Bachelor's degree, English with a focus in Music Management
New York Life Insurance Company December 2013 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training, 401k Rollovers, Annuity Sales, Asset Protection, Education Funding, Gifting Strategies, Charitable Giving, Permanent Life Insurance, Business Development, Relationship Building, Writing, Sales Process, Seminar Marketing, Social Media Marketing, Strategic Planning, Business Strategy, Term Life Insurance, Universal Life
Education
Curry College 1978 — 1982
Bachelor's degree, English with a focus in Music Management
Yelena Shur's New York Life Insurance Company Experience January 2011 - January 2011
Job Talent Consulting Associate at Mercer
Industry Human Resources
Experience
Mercer October 2014 - Present
Mercer July 2012 - September 2014
IBM Corporation January 2011 - August 2011
New York Life Insurance Company January 2011 - January 2011
Catalyst Inc. May 2010 - August 2010
Cammack LaRhette Consulting December 2009 - January 2010
Education
Cornell University 2008 — 2012
B.S., Industrial and Labor Relations
Stuyvesant High School 2004 — 2008
Diploma with Regents Honors
Mercer October 2014 - Present
Mercer July 2012 - September 2014
IBM Corporation January 2011 - August 2011
New York Life Insurance Company January 2011 - January 2011
Catalyst Inc. May 2010 - August 2010
Cammack LaRhette Consulting December 2009 - January 2010
Education
Cornell University 2008 — 2012
B.S., Industrial and Labor Relations
Stuyvesant High School 2004 — 2008
Diploma with Regents Honors
Jack Hanks Jr Jack Hanks Jr's New York Life Insurance Company Experience April 2015 - Present
Job Dedicated, Agent with New York Life helping protect families, bussness and individuals.
Industry Insurance
Experience
New York Life Insurance Company April 2015 - Present
First Baptist Dodge City February 2013 - September 2014
First Baptist Church Romney September 2009 - February 2013
Hope For The Heart / Esperanza Para El Corazon 2007 - 2009
Hope For The Heart / Esperanza Para El Corazon 2007 - 2009
Skills
Pastoral, Church Growth, Theology, Discipleship, Preaching, Spiritual Direction, Apologetics, Homiletics, Pastoral Care, Expository Preaching, Youth Ministry, Biblical Teaching, Church Administration, Biblical Studies, Public Speaking, Nonprofits, Community Outreach, Teaching, Public Relations, Management, Research, Ministry Leadership, Equipping, Volunteer Management, Fundraising, Annuity Sales, Asset Protection, Relationship Building, Buy-sell Agreements, Business Insurance..., Education Funding, Grandchild Gifting, Legacies, Lincensed Life..., Licenced in Long Term..., Retirement Planning, Leadership
Education
Dallas Theological Seminary 2004 — 2008
Master's Degree, Theology/Theological Studies
Marshall University 1997 — 2002
Bachelor's Degree, History
New York Life Insurance Company April 2015 - Present
First Baptist Dodge City February 2013 - September 2014
First Baptist Church Romney September 2009 - February 2013
Hope For The Heart / Esperanza Para El Corazon 2007 - 2009
Hope For The Heart / Esperanza Para El Corazon 2007 - 2009
Skills
Pastoral, Church Growth, Theology, Discipleship, Preaching, Spiritual Direction, Apologetics, Homiletics, Pastoral Care, Expository Preaching, Youth Ministry, Biblical Teaching, Church Administration, Biblical Studies, Public Speaking, Nonprofits, Community Outreach, Teaching, Public Relations, Management, Research, Ministry Leadership, Equipping, Volunteer Management, Fundraising, Annuity Sales, Asset Protection, Relationship Building, Buy-sell Agreements, Business Insurance..., Education Funding, Grandchild Gifting, Legacies, Lincensed Life..., Licenced in Long Term..., Retirement Planning, Leadership
Education
Dallas Theological Seminary 2004 — 2008
Master's Degree, Theology/Theological Studies
Marshall University 1997 — 2002
Bachelor's Degree, History
ElQuinn McClarty ElQuinn McClarty's New York Life Insurance Company Experience November 2011 - May 2012
Job Quality Assurance Manager at CleanNet USA Commercial Cleaning Services
Industry Environmental Services
Experience
CleanNet USA Commercial Cleaning Services May 2015 - Present
EQMC December 2014 - May 2015
McClarty Life & Health May 2012 - May 2015
New York Life Insurance Company November 2011 - May 2012
Grande Pointe Healthcare Community September 2010 - June 2011
Donald Martens Ambulance July 2002 - September 2010
Northwestern Mutual September 2006 - September 2007
Skills
Disability Insurance, Medicare, Fixed Annuities, Customer Service, Sales, Long Term Care Insurance, Public Speaking, Leadership, Long-term Care, Whole Life, Universal Life, Accident, Retirement, Critical Illness, Management, Medicaid, Brokers, Health Policy, Underwriting, Individual Health..., Microsoft Office, Time Management, Health Savings Accounts, Group Insurance, Umbrella Insurance, Janitorial Services
Education
Hondros College of Business 2006 — 2011
Life and Health Insurance
Cuyahoga Community College 2001 — 2008
EMT / Health Information Mgt.
Lincoln West Highschool 1983 — 1989
High School Diploma
CleanNet USA Commercial Cleaning Services May 2015 - Present
EQMC December 2014 - May 2015
McClarty Life & Health May 2012 - May 2015
New York Life Insurance Company November 2011 - May 2012
Grande Pointe Healthcare Community September 2010 - June 2011
Donald Martens Ambulance July 2002 - September 2010
Northwestern Mutual September 2006 - September 2007
Skills
Disability Insurance, Medicare, Fixed Annuities, Customer Service, Sales, Long Term Care Insurance, Public Speaking, Leadership, Long-term Care, Whole Life, Universal Life, Accident, Retirement, Critical Illness, Management, Medicaid, Brokers, Health Policy, Underwriting, Individual Health..., Microsoft Office, Time Management, Health Savings Accounts, Group Insurance, Umbrella Insurance, Janitorial Services
Education
Hondros College of Business 2006 — 2011
Life and Health Insurance
Cuyahoga Community College 2001 — 2008
EMT / Health Information Mgt.
Lincoln West Highschool 1983 — 1989
High School Diploma
Bill Gullan's New York Life Insurance Company Experience August 1996 - July 1997
Job President of Finch Brands
Industry Marketing and Advertising
Experience
Finch Brands January 2003 - Present
fabGORGON August 2001 - December 2002
Shy Genius September 2000 - August 2001
Ashton Brand Group (now Brand Clarity) August 1997 - September 2000
New York Life Insurance Company August 1996 - July 1997
Skills
Strategic Partnerships, Brand Development, Marketing Strategy, Strategy, Business Development, Branding & Identity, Brand Management, Integrated Marketing, Advertising, Research, Business Insights
Education
Davidson College 1992 — 1996
BA, Political Science
Finch Brands January 2003 - Present
fabGORGON August 2001 - December 2002
Shy Genius September 2000 - August 2001
Ashton Brand Group (now Brand Clarity) August 1997 - September 2000
New York Life Insurance Company August 1996 - July 1997
Skills
Strategic Partnerships, Brand Development, Marketing Strategy, Strategy, Business Development, Branding & Identity, Brand Management, Integrated Marketing, Advertising, Research, Business Insights
Education
Davidson College 1992 — 1996
BA, Political Science
Ryan Michael Castro Ryan Michael Castro's New York Life Insurance Company Experience September 2011 - November 2012
Job Financial Wellness Coach
Industry Financial Services
Experience
Pension Architects - CA February 2013 - Present
New York Life Insurance Company September 2011 - November 2012
Skills
Finance, Financial Services, Retirement Planning, Customer Service, Mutual Funds, Strategy, Financial Advisory, Start-ups, Investments, Accounting, Entrepreneurship, Asset Managment, Microsoft Office, Wealth Management, Insurance, Management, Cash Flow, Business Development, Employee Benefits, Asset Management, Marketing, Microsoft Excel
Education
University of Southern California - Marshall School of Business 2009 — 2011
Bachelors of Science, Business Administration
Cypress College 2007 — 2009
Cerritos High School
Pension Architects - CA February 2013 - Present
New York Life Insurance Company September 2011 - November 2012
Skills
Finance, Financial Services, Retirement Planning, Customer Service, Mutual Funds, Strategy, Financial Advisory, Start-ups, Investments, Accounting, Entrepreneurship, Asset Managment, Microsoft Office, Wealth Management, Insurance, Management, Cash Flow, Business Development, Employee Benefits, Asset Management, Marketing, Microsoft Excel
Education
University of Southern California - Marshall School of Business 2009 — 2011
Bachelors of Science, Business Administration
Cypress College 2007 — 2009
Cerritos High School
Iman Fields Iman Fields's New York Life Insurance Company Experience March 2014 - Present
Job at
Industry Insurance
Experience
New York Life Insurance Company March 2014 - Present
Tru-Check April 2010 - 2014
Hyatt Legal Plans September 2009 - January 2010
Skills
Accurate Data Entry, Microsoft Office, Close Attention to..., Pay Close Attention to..., Telephone Skills, Student Counseling, Creativity
Education
Cuyahoga Community College 2009 — 2013
Medical Terminolgy, Human Resource Management courses
Miami University 2005 — 2009
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
New York Life Insurance Company March 2014 - Present
Tru-Check April 2010 - 2014
Hyatt Legal Plans September 2009 - January 2010
Skills
Accurate Data Entry, Microsoft Office, Close Attention to..., Pay Close Attention to..., Telephone Skills, Student Counseling, Creativity
Education
Cuyahoga Community College 2009 — 2013
Medical Terminolgy, Human Resource Management courses
Miami University 2005 — 2009
Bachelor of Science (B.S.), Health Services/Allied Health/Health Sciences, General
Nicholas Van Loo Nicholas Van Loo's New York Life Insurance Company Experience August 2012 - May 2013
Job Professional Development Program Credit Analyst at The Bank of Holland
Industry Financial Services
Experience
The Bank of Holland May 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - January 2014
New York Life Insurance Company August 2012 - May 2013
Fastenal December 2011 - July 2012
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Financial Services, Retirement, Portfolio Management, Asset Management, Financial Analysis, Securities, Life Insurance, Financial Planning
Education
Davenport University 2012 — 2014
Bachelor of Science (BS), Finance, General
Grace Bible College 2012 — 2014
Religious Studies
Hope College 2010 — 2011
Special Education/Psychology
The Bank of Holland May 2014 - Present
Ameriprise Financial Services, Inc. May 2013 - January 2014
New York Life Insurance Company August 2012 - May 2013
Fastenal December 2011 - July 2012
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Financial Services, Retirement, Portfolio Management, Asset Management, Financial Analysis, Securities, Life Insurance, Financial Planning
Education
Davenport University 2012 — 2014
Bachelor of Science (BS), Finance, General
Grace Bible College 2012 — 2014
Religious Studies
Hope College 2010 — 2011
Special Education/Psychology
Nga Ha's New York Life Insurance Company Experience March 2015 - Present
Job Giving Opportunities to Those Who Want to Build a Financial Services Business, Backed by a Fortune 100
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company August 2012 - Present
VIEN THAO MEDIA October 2010 - July 2012
Skills
Life Insurance, Estate Planning, Retirement Planning, Agent Coaching, Agent Development, Business Development, Business Networking, Career Development, Financial Recruiting, Leadership Development, Mentoring, Recruitment/Retention, Training & Development
Education
De Anza College 2009 — 2013
Associate of Science (A.S.), Accounting
The University of Technology ( Bach Khoa -Vietnam) 1996 — 2001
Bachelor of Science (BS), Food Chemistry
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company August 2012 - Present
VIEN THAO MEDIA October 2010 - July 2012
Skills
Life Insurance, Estate Planning, Retirement Planning, Agent Coaching, Agent Development, Business Development, Business Networking, Career Development, Financial Recruiting, Leadership Development, Mentoring, Recruitment/Retention, Training & Development
Education
De Anza College 2009 — 2013
Associate of Science (A.S.), Accounting
The University of Technology ( Bach Khoa -Vietnam) 1996 — 2001
Bachelor of Science (BS), Food Chemistry
Winslow L. Haselwood, MBA Winslow L. Haselwood, MBA's New York Life Insurance Company Experience October 2012 - October 2014
Job Administrative Manager at Stewardship Financial Strategies
Industry Financial Services
Experience
Stewardship Financial Strategies October 2014 - Present
New York Life Insurance Company October 2012 - October 2014
SAW Industries March 2008 - December 2012
CT Enterprise December 2006 - March 2008
Mo-Jack, L.L.C May 2006 - February 2007
Winfield City Lake August 2006 - December 2006
Skills
Customer Service, Leadership, Public Speaking, Sales, Team Building, Retirement Planning, Microsoft Office, Marketing, Life Insurance, Insurance
Education
Southwestern College 2012 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, Cumulative GPA: 3.7
Southwestern College 2009 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Cowley College 2006 — 2008
Associate of Arts (A.A.), Secondary Education and Teaching
Stewardship Financial Strategies October 2014 - Present
New York Life Insurance Company October 2012 - October 2014
SAW Industries March 2008 - December 2012
CT Enterprise December 2006 - March 2008
Mo-Jack, L.L.C May 2006 - February 2007
Winfield City Lake August 2006 - December 2006
Skills
Customer Service, Leadership, Public Speaking, Sales, Team Building, Retirement Planning, Microsoft Office, Marketing, Life Insurance, Insurance
Education
Southwestern College 2012 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, Cumulative GPA: 3.7
Southwestern College 2009 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Cowley College 2006 — 2008
Associate of Arts (A.A.), Secondary Education and Teaching
Raymond Lin Raymond Lin's New York Life Insurance Company Experience June 2014 - October 2014
Job Internal Audit & Compliance Analyst @ Brocade Communications Systems
Industry Information Technology and Services
Experience
Brocade March 2015 - Present
Marvell Semiconductor September 2014 - February 2015
New York Life Insurance Company June 2014 - October 2014
Chang & Lin Accountancy Corporation May 2013 - September 2013
Meiko Electronics America Co., LTD February 2013 - April 2013
Farmers Insurance September 2011 - January 2013
Dr. Hung-Kwong Wong, MD February 2011 - September 2011
Skills
Life Insurance, Spreadsheets, Microsoft Excel, Accounting, Public Speaking, Filing, QuickBooks, Peachtree, Member of Toastmasters, Mandarin, Microsoft Word, PowerPoint, Customer Service, Management, Data Analysis, Financial Analysis, Financial Reporting, Lacerte, Windows 7, Windows Vista, Windows XP Pro, Analysis, Customer Satisfaction, Team Building, Leadership, Team Leadership, ERP Software, Business Intelligence, Retirement Planning, Business Strategy, Business Analysis, Retirement, Social Skills, Microsoft Office, Teamwork, Time Management, Communication, Outlook, Financial Planning, Insurance, Social Networking, Research, Auditing, Finance, Sarbanes-Oxley Act, Internal Audit, Visio, SharePoint
Education
San Jose State University 2012 — 2014
Bachelor's Degree, B.S. Corporate Finance Management
De Anza College 2009 — 2012
Associate of Arts (A.A.), Accounting
Brocade March 2015 - Present
Marvell Semiconductor September 2014 - February 2015
New York Life Insurance Company June 2014 - October 2014
Chang & Lin Accountancy Corporation May 2013 - September 2013
Meiko Electronics America Co., LTD February 2013 - April 2013
Farmers Insurance September 2011 - January 2013
Dr. Hung-Kwong Wong, MD February 2011 - September 2011
Skills
Life Insurance, Spreadsheets, Microsoft Excel, Accounting, Public Speaking, Filing, QuickBooks, Peachtree, Member of Toastmasters, Mandarin, Microsoft Word, PowerPoint, Customer Service, Management, Data Analysis, Financial Analysis, Financial Reporting, Lacerte, Windows 7, Windows Vista, Windows XP Pro, Analysis, Customer Satisfaction, Team Building, Leadership, Team Leadership, ERP Software, Business Intelligence, Retirement Planning, Business Strategy, Business Analysis, Retirement, Social Skills, Microsoft Office, Teamwork, Time Management, Communication, Outlook, Financial Planning, Insurance, Social Networking, Research, Auditing, Finance, Sarbanes-Oxley Act, Internal Audit, Visio, SharePoint
Education
San Jose State University 2012 — 2014
Bachelor's Degree, B.S. Corporate Finance Management
De Anza College 2009 — 2012
Associate of Arts (A.A.), Accounting
Crissman Crombie Crissman Crombie's New York Life Insurance Company Experience August 2003 - January 2009
Job Financial Advisor at Cornerstone Wealth Advisors
Industry Financial Services
Experience
Cornerstone Wealth Advisors April 2014 - Present
Granite Team February 2009 - April 2014
New York Life Insurance Company August 2003 - January 2009
Advisor Affiliates, Inc. 2008 - 2009
Skills
Finance, Fixed Annuities, Insurance, Investment Advisory, Leadership, Life Insurance, Sales, Salesforce.com
Education
The American College 2003 — 2012
Insurance and Financial Services
Dallas Baptist University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Marketing
The University of Texas at Arlington - College of Business 1985 — 1986
Associate's Degree, Business
Tarrant County College 1982 — 1985
Associate's Degree, Computer Science
Cornerstone Wealth Advisors April 2014 - Present
Granite Team February 2009 - April 2014
New York Life Insurance Company August 2003 - January 2009
Advisor Affiliates, Inc. 2008 - 2009
Skills
Finance, Fixed Annuities, Insurance, Investment Advisory, Leadership, Life Insurance, Sales, Salesforce.com
Education
The American College 2003 — 2012
Insurance and Financial Services
Dallas Baptist University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Marketing
The University of Texas at Arlington - College of Business 1985 — 1986
Associate's Degree, Business
Tarrant County College 1982 — 1985
Associate's Degree, Computer Science
Tom VandenBosch Tom VandenBosch's New York Life Insurance Company Experience June 2005 - June 2006
Job Agent at Meyering Insurance Agency
Industry Insurance
Experience
Meyering Insurance Agency July 2006 - Present
New York Life Insurance Company June 2005 - June 2006
Skills
Insurance, Sales, Marketing, Small Business, Account Management, Disability Insurance, Finance, Legal Liability, Customer Service, Umbrella Insurance, Health Insurance, Leadership, Life Insurance, New Business Development, Team Building, Long Term Care Insurance, Time Management, Microsoft Office, Selling, Property & Casualty...
Education
Cornerstone University 2002 — 2006
BA, Marketing, Management and International Business
Zeeland High School 1998 — 2002
Meyering Insurance Agency July 2006 - Present
New York Life Insurance Company June 2005 - June 2006
Skills
Insurance, Sales, Marketing, Small Business, Account Management, Disability Insurance, Finance, Legal Liability, Customer Service, Umbrella Insurance, Health Insurance, Leadership, Life Insurance, New Business Development, Team Building, Long Term Care Insurance, Time Management, Microsoft Office, Selling, Property & Casualty...
Education
Cornerstone University 2002 — 2006
BA, Marketing, Management and International Business
Zeeland High School 1998 — 2002
Michael (Mick) Riordan Michael (Mick) Riordan's New York Life Insurance Company Experience July 2013 - August 2014
Job Neuroscience Specialty at Inventiv Health Merck Neuroscience
Industry Pharmaceuticals
Experience
Inventiv Health: Merck Neuroscience August 2014 - Present
New York Life Insurance Company July 2013 - August 2014
The Assessment Forge August 2012 - July 2013
sanofi-aventis November 2000 - July 2012
Sanofi-Synthelabo November 2000 - 2005
Innovex March 2000 - November 2000
Skills
Financial Services, Sales Management, Business Development, Institutional Sales
Education
Virginia Tech
Master of Science (MS), Education
Davis and Elkins College
Bachelor's of Science (BS), Education
Inventiv Health: Merck Neuroscience August 2014 - Present
New York Life Insurance Company July 2013 - August 2014
The Assessment Forge August 2012 - July 2013
sanofi-aventis November 2000 - July 2012
Sanofi-Synthelabo November 2000 - 2005
Innovex March 2000 - November 2000
Skills
Financial Services, Sales Management, Business Development, Institutional Sales
Education
Virginia Tech
Master of Science (MS), Education
Davis and Elkins College
Bachelor's of Science (BS), Education
Bria Sander's New York Life Insurance Company Experience June 2015 - Present
Job Learning and Organizational Development Intern at New York Life Insurance Company
Industry Human Resources
Experience
New York Life Insurance Company June 2015 - Present
Fortney & Scott, LLC September 2014 - April 2015
New York Life Insurance Company May 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
Aflac February 2013 - May 2013
New York City Council May 2012 - August 2012
Education
Cornell University ILR School 2015 — 2017
Master of Industrial Labor Relations, Human Resources
The George Washington University 2011 — 2015
BA Industrial / Organizational Psychology
New York Life Insurance Company June 2015 - Present
Fortney & Scott, LLC September 2014 - April 2015
New York Life Insurance Company May 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
Aflac February 2013 - May 2013
New York City Council May 2012 - August 2012
Education
Cornell University ILR School 2015 — 2017
Master of Industrial Labor Relations, Human Resources
The George Washington University 2011 — 2015
BA Industrial / Organizational Psychology
Ben Fielding Ben Fielding's New York Life Insurance Company Experience August 2009 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2009 - Present
Apollo Group 2007 - 2007
Total Mortgage Services, LLC 2005 - 2007
Skills
Project Management, Business Development, Business Strategy, Analysis, Customer Service, Relationship Management, Business Process
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Strategic Operations
Bowling Green State University 2002 — 2004
MA, College Student Personnel
The University of Connecticut 1998 — 2002
BA, Economics, History, Political Science
New York Life Insurance Company August 2009 - Present
Apollo Group 2007 - 2007
Total Mortgage Services, LLC 2005 - 2007
Skills
Project Management, Business Development, Business Strategy, Analysis, Customer Service, Relationship Management, Business Process
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Strategic Operations
Bowling Green State University 2002 — 2004
MA, College Student Personnel
The University of Connecticut 1998 — 2002
BA, Economics, History, Political Science
Teresa Rose French Teresa Rose French's New York Life Insurance Company Experience August 2010 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2010 - Present
Contract Freighters Incorporated September 2007 - July 2008
French's Furniture April 1987 - August 2007
The Cunningham Crew, Inc. March 1996 - August 2001
Education
Central Technical School 2007 — 2007
Certification, truck driving
Dallas County Community College 1990 — 1993
Associate, Arts and science
High School 1971 — 1974
Diploma, Art, English
New York Life Insurance Company August 2010 - Present
Contract Freighters Incorporated September 2007 - July 2008
French's Furniture April 1987 - August 2007
The Cunningham Crew, Inc. March 1996 - August 2001
Education
Central Technical School 2007 — 2007
Certification, truck driving
Dallas County Community College 1990 — 1993
Associate, Arts and science
High School 1971 — 1974
Diploma, Art, English
Kevin J. Sasur, CPA Kevin J. Sasur, CPA's New York Life Insurance Company Experience January 2015 - September 2015
Job Portfolio Accountant at Orchard Commercial Real Estate
Industry Accounting
Experience
Orchard Commercial Real Estate September 2015 - Present
New York Life Insurance Company January 2015 - September 2015
Village Properties Operating Company March 2013 - January 2015
Orchard Commercial, Inc. June 2010 - March 2013
San Francisco State University Student Center August 2008 - June 2010
NASA Ames Research Center March 2007 - July 2008
Starbucks Coffee Co September 2005 - March 2007
Chocolatier Desiree March 2004 - October 2005
Skills
Accounts Payable, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, File Management, SAP, Information Technology, Contract Management, Financial Accounting
Education
San Francisco State University, College of Business 2008 — 2010
B.S., Business Accounting
De Anza College 2005 — 2007
A.A., Business and CIS Emphasis
Orchard Commercial Real Estate September 2015 - Present
New York Life Insurance Company January 2015 - September 2015
Village Properties Operating Company March 2013 - January 2015
Orchard Commercial, Inc. June 2010 - March 2013
San Francisco State University Student Center August 2008 - June 2010
NASA Ames Research Center March 2007 - July 2008
Starbucks Coffee Co September 2005 - March 2007
Chocolatier Desiree March 2004 - October 2005
Skills
Accounts Payable, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, File Management, SAP, Information Technology, Contract Management, Financial Accounting
Education
San Francisco State University, College of Business 2008 — 2010
B.S., Business Accounting
De Anza College 2005 — 2007
A.A., Business and CIS Emphasis
Cary Riberdy Cary Riberdy's New York Life Insurance Company Experience December 2012 - July 2013
Job In Transition to Hospitality Industry
Industry Hospitality
Experience
New York Life Insurance Company December 2012 - July 2013
OD Excellence September 2011 - February 2012
Multi Contact USA October 2001 - June 2010
Agilent Technologies October 2000 - September 2001
IBM Corporation October 1981 - June 2000
Skills
Cross-functional Team..., Management, CRM, Sales Operations, Sales, Customer Satisfaction, Marketing, Customer Service, Negotiation, Time Management, Analysis, Insurance
Education
San Jose State University
BS, Bachelor of Science Degree, Business Management
De Anza College
Associate of Arts
New York Life Insurance Company December 2012 - July 2013
OD Excellence September 2011 - February 2012
Multi Contact USA October 2001 - June 2010
Agilent Technologies October 2000 - September 2001
IBM Corporation October 1981 - June 2000
Skills
Cross-functional Team..., Management, CRM, Sales Operations, Sales, Customer Satisfaction, Marketing, Customer Service, Negotiation, Time Management, Analysis, Insurance
Education
San Jose State University
BS, Bachelor of Science Degree, Business Management
De Anza College
Associate of Arts
Kevin Scaltrito Kevin Scaltrito's New York Life Insurance Company Experience March 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company March 2012 - Present
Skills
Retirement, Public Speaking, Fixed Annuities, Editing, Retirement Planning, Life Insurance, Health Insurance, Research, Analysis, Music, College Education..., Estate Planning, Teaching, English, Public Seminars, Writing, Individual Pension Plans, Technical Seminars, Series 6, Customer Service, Disability Insurance, Finance, Financial Services, Insurance, Leadership, Long Term Care Insurance, Long-term Care, Sales, Social Media
Education
West Chester University of Pennsylvania 2002 — 2004
Bachelor of Arts, English
County College of Morris 1999 — 2001
General Studies
Randolph High School 1994 — 1999
Diploma, General Studies
New York Life Insurance Company March 2012 - Present
Skills
Retirement, Public Speaking, Fixed Annuities, Editing, Retirement Planning, Life Insurance, Health Insurance, Research, Analysis, Music, College Education..., Estate Planning, Teaching, English, Public Seminars, Writing, Individual Pension Plans, Technical Seminars, Series 6, Customer Service, Disability Insurance, Finance, Financial Services, Insurance, Leadership, Long Term Care Insurance, Long-term Care, Sales, Social Media
Education
West Chester University of Pennsylvania 2002 — 2004
Bachelor of Arts, English
County College of Morris 1999 — 2001
General Studies
Randolph High School 1994 — 1999
Diploma, General Studies
Daniel Irons Daniel Irons's New York Life Insurance Company Experience January 2012 - Present
Job Senior AssociateCorporate Security at New York Life Insurance Company
Industry Security and Investigations
Experience
New York Life Insurance Company January 2012 - Present
Summit Security Services, Inc. September 2010 - January 2012
Harding Township Police Department August 1987 - October 2009
US Army August 1984 - June 1987
Skills
Private Investigations, Police, Enforcement, Emergency Management, Physical Security, Surveillance, Corporate Security, Security Operations, Security Management, Criminal Justice, Executive Protection, Criminal Investigations, Homeland Security, Firearms, Internal Investigations, Security Training, Evidence, Background Checks, Loss Prevention, Crisis Management, Investigation, Risk Assessment, Intelligence, Business Continuity, Command, Supervisory Skills, Security, Access Control, Security Audits, Cybercrime, Interrogation, Criminal Law, Asset Protection, Patrol, Crime Prevention, First Aid, Vulnerability Assessment, Workplace Violence, Investigative Reporting, Emergency Services, Policy, Personal Protection, CCTV, Tactics, National Security, Public Safety, Fraud, Personal Security, Protection, Security Awareness
Education
New Jersey City University 1996 — 2000
Bachelor of Science, Criminal Justice
County College of Morris 1988 — 1993
Associate of Science; Division, Criminal Justice; Criminal Justice
New York Life Insurance Company January 2012 - Present
Summit Security Services, Inc. September 2010 - January 2012
Harding Township Police Department August 1987 - October 2009
US Army August 1984 - June 1987
Skills
Private Investigations, Police, Enforcement, Emergency Management, Physical Security, Surveillance, Corporate Security, Security Operations, Security Management, Criminal Justice, Executive Protection, Criminal Investigations, Homeland Security, Firearms, Internal Investigations, Security Training, Evidence, Background Checks, Loss Prevention, Crisis Management, Investigation, Risk Assessment, Intelligence, Business Continuity, Command, Supervisory Skills, Security, Access Control, Security Audits, Cybercrime, Interrogation, Criminal Law, Asset Protection, Patrol, Crime Prevention, First Aid, Vulnerability Assessment, Workplace Violence, Investigative Reporting, Emergency Services, Policy, Personal Protection, CCTV, Tactics, National Security, Public Safety, Fraud, Personal Security, Protection, Security Awareness
Education
New Jersey City University 1996 — 2000
Bachelor of Science, Criminal Justice
County College of Morris 1988 — 1993
Associate of Science; Division, Criminal Justice; Criminal Justice
Carol Duncan-Smith Carol Duncan-Smith's New York Life Insurance Company Experience October 2012 - Present
Job Agent with New York Life Helping Families, Retirees and Small Business Owners
Industry Insurance
Experience
New York Life Insurance Company October 2012 - Present
Harbinger Financial Group 2007 - 2012
State of Michigan 1985 - 2007
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Time Management, Wealth Preservation..., Life Insurance
Education
Cornerstone University 2007 — 2009
MBA, Business Administration
Michigan State University
BS, Criminal Justice
Wayne State University
Criminal Justice Administration
New York Life Insurance Company October 2012 - Present
Harbinger Financial Group 2007 - 2012
State of Michigan 1985 - 2007
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Time Management, Wealth Preservation..., Life Insurance
Education
Cornerstone University 2007 — 2009
MBA, Business Administration
Michigan State University
BS, Criminal Justice
Wayne State University
Criminal Justice Administration
Deattre M Deattre M's New York Life Insurance Company Experience 2013 - Present
Job Financial Services Representative
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
Skills
Financial Services, Risk Management, Retirement Planning, Life Insurance, Wealth Accumulation..., Fixed Annuities, Term Life Insurance, Disability Insurance
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), Business
University of Phoenix 2009 — 2011
Bachelor of Applied Science (BAS), Human Services Management
CUNY New York City College of Technology 1995 — 1997
Associate's Degree, Computer Systems Technology
New York Life Insurance Company 2013 - Present
Skills
Financial Services, Risk Management, Retirement Planning, Life Insurance, Wealth Accumulation..., Fixed Annuities, Term Life Insurance, Disability Insurance
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), Business
University of Phoenix 2009 — 2011
Bachelor of Applied Science (BAS), Human Services Management
CUNY New York City College of Technology 1995 — 1997
Associate's Degree, Computer Systems Technology
Nilufar Yasmin's New York Life Insurance Company Experience September 2010 - November 2012
Job Sr. QA Analyst at Bloomingdale's
Industry Computer Software
Experience
Bloomingdale's December 2012 - Present
New York Life Insurance Company September 2010 - November 2012
Hertz April 2009 - August 2010
Skills
Manual Testing, Automation, SQL, Oracle Database, SQL DB2, Quality Assurance, Quality Control, Requirements Analysis, Functional Testing, Non-functional Testing, Black Box Testing, E-commerce, Retail, Insurance, SDLC, Testing, Agile Methodologies, Test Planning, Regression Testing
Education
CUNY Medgar Evers College
Liberal Arts, Liberal Arts and Sciences/Liberal Studies
CUNY Medgar Evers College
Bachelor’s Degree
Bloomingdale's December 2012 - Present
New York Life Insurance Company September 2010 - November 2012
Hertz April 2009 - August 2010
Skills
Manual Testing, Automation, SQL, Oracle Database, SQL DB2, Quality Assurance, Quality Control, Requirements Analysis, Functional Testing, Non-functional Testing, Black Box Testing, E-commerce, Retail, Insurance, SDLC, Testing, Agile Methodologies, Test Planning, Regression Testing
Education
CUNY Medgar Evers College
Liberal Arts, Liberal Arts and Sciences/Liberal Studies
CUNY Medgar Evers College
Bachelor’s Degree
Marshall Marshall Gordon's New York Life Insurance Company Experience
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Insurance, Investments, Retirement Planning, Customer Service, Life Insurance, Sales, Financial Services, Finance, Leadership, Retirement
Education
Dallas Theological Seminary 2002 — 2005
Master's degree, Christian Education, Honors
University of Tulsa 1994 — 1999
Bachelor's degree, Communications
New York Life Insurance Company
Skills
Insurance, Investments, Retirement Planning, Customer Service, Life Insurance, Sales, Financial Services, Finance, Leadership, Retirement
Education
Dallas Theological Seminary 2002 — 2005
Master's degree, Christian Education, Honors
University of Tulsa 1994 — 1999
Bachelor's degree, Communications
Edith McDonald Edith McDonald's New York Life Insurance Company Experience January 2001 - Present
Job NYL Investors Division at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2001 - Present
Education
Nyack College 2013 — 2015
Bachelor’s Degree, Organizational Management
Mount Olive Bible Institute & Seminary 2012 — 2014
Bachelor’s Degree, Theology/Theological Studies
CUNY Hostos Community College 1984 — 1986
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company January 2001 - Present
Education
Nyack College 2013 — 2015
Bachelor’s Degree, Organizational Management
Mount Olive Bible Institute & Seminary 2012 — 2014
Bachelor’s Degree, Theology/Theological Studies
CUNY Hostos Community College 1984 — 1986
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Amy McGuire Kates, MBA, CLU®, CLTC, CFP®'s New York Life Insurance Company Experience April 1988 - Present
Job Financial Adviser helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Eagle Strategies, LLC 2004 - Present
New York Life Insurance Company April 1988 - Present
NYLIFE Securities LLC April 1988 - Present
Skills
Retirement, 401k Rollovers, Long Term Care Insurance, Legacy Planning, Retirement Planning, Permanent Life Insurance, Financial Services, Estate Planning, Succession Planning, Asset Protection, Risk Management, Wealth Preservation..., Fixed Annuities, Skiing, Gardening, Sailing
Education
Northeastern University - Graduate School of Business Administration 1979 — 1980
MBA, Marketing & Health Care Administration
University of Hartford
B. A., Psychology & Theatre
Eagle Strategies, LLC 2004 - Present
New York Life Insurance Company April 1988 - Present
NYLIFE Securities LLC April 1988 - Present
Skills
Retirement, 401k Rollovers, Long Term Care Insurance, Legacy Planning, Retirement Planning, Permanent Life Insurance, Financial Services, Estate Planning, Succession Planning, Asset Protection, Risk Management, Wealth Preservation..., Fixed Annuities, Skiing, Gardening, Sailing
Education
Northeastern University - Graduate School of Business Administration 1979 — 1980
MBA, Marketing & Health Care Administration
University of Hartford
B. A., Psychology & Theatre
Debi Humble's New York Life Insurance Company Experience September 1980 - February 1982
Job Global Supply Chain CSR at S&V Industries
Industry Logistics and Supply Chain
Experience
S&V Industries September 2015 - Present
Things to Move, Inc. May 2015 - September 2015
Holland July 2011 - May 2015
Panther Expedited Services May 2011 - July 2011
Pillar Data Systems August 2007 - November 2008
Hitachi Data Systems August 1998 - August 2007
Pathlight Data Systems November 1997 - August 1998
Morrison Knudsen Corporation 1984 - 1997
Herbruck & Foran March 1982 - April 1984
New York Life Insurance Company September 1980 - February 1982
Skills
Project Management, Sales Management, Management, Sales Operations, Storage, Sales, Leadership, Microsoft Excel, Marketing, Training, Project Planning, Account Management, Human Resources, PowerPoint, Customer Satisfaction, Cloud Computing
Education
Cuyahoga Community College 1995 — 1997
Architecture CAD & Drafting, Business
Cuyahoga Community College 1984 — 1986
Math, English, Science, Psychology
S&V Industries September 2015 - Present
Things to Move, Inc. May 2015 - September 2015
Holland July 2011 - May 2015
Panther Expedited Services May 2011 - July 2011
Pillar Data Systems August 2007 - November 2008
Hitachi Data Systems August 1998 - August 2007
Pathlight Data Systems November 1997 - August 1998
Morrison Knudsen Corporation 1984 - 1997
Herbruck & Foran March 1982 - April 1984
New York Life Insurance Company September 1980 - February 1982
Skills
Project Management, Sales Management, Management, Sales Operations, Storage, Sales, Leadership, Microsoft Excel, Marketing, Training, Project Planning, Account Management, Human Resources, PowerPoint, Customer Satisfaction, Cloud Computing
Education
Cuyahoga Community College 1995 — 1997
Architecture CAD & Drafting, Business
Cuyahoga Community College 1984 — 1986
Math, English, Science, Psychology
Ike DeGuzman's New York Life Insurance Company Experience 1986 - December 1999
Job Training Program Developer at Guardian Life Insurance Company
Industry Insurance
Experience
Guardian Life Insurance Company 1999 - Present
New York Life Insurance Company 1986 - December 1999
New York Life Insurance Company January 1983 - September 1986
Skills
Coaching, Succession Planning, Training, Leadership Development, Public Speaking, Employee Benefits, Leadership, Recruiting, Negotiation, Needs Analysis, Process Improvement, Performance Management, Employee Training, Organizational..., Employee Engagement
Education
De La Salle University 1977 — 1981
Guardian Life Insurance Company 1999 - Present
New York Life Insurance Company 1986 - December 1999
New York Life Insurance Company January 1983 - September 1986
Skills
Coaching, Succession Planning, Training, Leadership Development, Public Speaking, Employee Benefits, Leadership, Recruiting, Negotiation, Needs Analysis, Process Improvement, Performance Management, Employee Training, Organizational..., Employee Engagement
Education
De La Salle University 1977 — 1981
Daniel Hernandez's New York Life Insurance Company Experience May 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
Advocare 2010 - January 2014
FC Dallas 2009 - 2012
Necaxa 2009 - 2009
Jaguares de Chiapas 2008 - 2009
Puebla FC 2007 - 2008
New England Revolution 2005 - 2007
Necaxa 2003 - 2005
New England Revolution 2002 - 2003
NY/NJ MetroStars 2000 - 2002
Skills
Public Speaking, Social Media Marketing, Event Planning, Social Media, Charities, Asset Protection, Business Exit Strategy, Education Funding..., Grandchild Gifting, Life Insurance, Lifetime Income..., Legacy Strategy, Protection..., Retirement Planning
Education
Southern Methodist University 2012 — 2013
Corporate Communications and Public Affairs
Southern Methodist University 1995 — 1998
Bachelor of Science, Corporate Communications and Public Affairs
Creighton University 1994 — 1995
New York Life Insurance Company May 2014 - Present
Advocare 2010 - January 2014
FC Dallas 2009 - 2012
Necaxa 2009 - 2009
Jaguares de Chiapas 2008 - 2009
Puebla FC 2007 - 2008
New England Revolution 2005 - 2007
Necaxa 2003 - 2005
New England Revolution 2002 - 2003
NY/NJ MetroStars 2000 - 2002
Skills
Public Speaking, Social Media Marketing, Event Planning, Social Media, Charities, Asset Protection, Business Exit Strategy, Education Funding..., Grandchild Gifting, Life Insurance, Lifetime Income..., Legacy Strategy, Protection..., Retirement Planning
Education
Southern Methodist University 2012 — 2013
Corporate Communications and Public Affairs
Southern Methodist University 1995 — 1998
Bachelor of Science, Corporate Communications and Public Affairs
Creighton University 1994 — 1995
Jason Holbert, ALMI ACS's New York Life Insurance Company Experience April 2005 - Present
Job Service Center Supervisor at New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company April 2005 - Present
MBNA September 1999 - July 2000
FirstMerit Bank May 1996 - August 1999
Skills
Team Management, Data Center, Business Continuity, Windows 2000, Customer Service, Disaster Recovery, E-Learning, Leadership, Lotus Notes, Microsoft Word, Microsoft Office, PowerPoint, Problem Solving, Youth Mentoring, Analysis, SharePoint
Education
Cuyahoga Community College 1993 — 1996
Brunswick High
New York Life Insurance Company April 2005 - Present
MBNA September 1999 - July 2000
FirstMerit Bank May 1996 - August 1999
Skills
Team Management, Data Center, Business Continuity, Windows 2000, Customer Service, Disaster Recovery, E-Learning, Leadership, Lotus Notes, Microsoft Word, Microsoft Office, PowerPoint, Problem Solving, Youth Mentoring, Analysis, SharePoint
Education
Cuyahoga Community College 1993 — 1996
Brunswick High
Mark Stratton, LUTCF, CFP®'s New York Life Insurance Company Experience October 2002 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC July 2011 - Present
NYLIFE Securities LLC April 2006 - Present
New York Life Insurance Company October 2002 - Present
Skills
Retirement Planning, IRAs, Strategic Financial..., Employee Benefits, Term Life Insurance, Investments, Business Planning, Risk Management, Retirement Income..., Estate Planning, Financial Planning
Education
Texas Tech University 2002 — 2005
Bachelor of Science, Personal Financial Planning
Dallas Baptist University 2000 — 2002
Bachelor's Degree, Finance
Eagle Strategies, LLC July 2011 - Present
NYLIFE Securities LLC April 2006 - Present
New York Life Insurance Company October 2002 - Present
Skills
Retirement Planning, IRAs, Strategic Financial..., Employee Benefits, Term Life Insurance, Investments, Business Planning, Risk Management, Retirement Income..., Estate Planning, Financial Planning
Education
Texas Tech University 2002 — 2005
Bachelor of Science, Personal Financial Planning
Dallas Baptist University 2000 — 2002
Bachelor's Degree, Finance
Michael Nutter's New York Life Insurance Company Experience May 2004 - August 2007
Job Kitchen Designer
Industry Consumer Services
Experience
Lowe's Companies, Inc. 2014 - Present
Citizen Companions LLC January 2011 - Present
Daniel Webster College October 2012 - November 2013
Devcon Security Services July 2011 - October 2011
Sterling Corporation December 2010 - April 2011
Diggins & Rose Moving Systems May 2008 - October 2010
NH Senior Connection 2009 - 2010
McLaughlin Transportation Systems August 2007 - May 2008
New York Life Insurance Company May 2004 - August 2007
New England Financial September 2003 - April 2004
Skills
Human Resources, Employee Relations, Program Management, Real Estate, Team Building, Customer Service, Relocation, Recruiting, Coaching, Leadership, Organizational..., Leadership Development, Marketing, Training, Sales, Employee Training, Interviews, Employee Benefits
Education
Dartmouth College 1971 — 1975
BA, Psychology
Lowe's Companies, Inc. 2014 - Present
Citizen Companions LLC January 2011 - Present
Daniel Webster College October 2012 - November 2013
Devcon Security Services July 2011 - October 2011
Sterling Corporation December 2010 - April 2011
Diggins & Rose Moving Systems May 2008 - October 2010
NH Senior Connection 2009 - 2010
McLaughlin Transportation Systems August 2007 - May 2008
New York Life Insurance Company May 2004 - August 2007
New England Financial September 2003 - April 2004
Skills
Human Resources, Employee Relations, Program Management, Real Estate, Team Building, Customer Service, Relocation, Recruiting, Coaching, Leadership, Organizational..., Leadership Development, Marketing, Training, Sales, Employee Training, Interviews, Employee Benefits
Education
Dartmouth College 1971 — 1975
BA, Psychology
Maria Malenfant's New York Life Insurance Company Experience May 2007 - April 2010
Job Client Account Manager at New York Life Retirement Plan Services
Industry Investment Management
Experience
Dr. Marina Pinkas May 2010 - February 2013
New York Life Insurance Company May 2007 - April 2010
Mercer March 2005 - January 2006
Putnam Investments June 2000 - March 2005
Education
Curry College 1994 — 1998
Dr. Marina Pinkas May 2010 - February 2013
New York Life Insurance Company May 2007 - April 2010
Mercer March 2005 - January 2006
Putnam Investments June 2000 - March 2005
Education
Curry College 1994 — 1998
Nichelle Church's New York Life Insurance Company Experience November 2007 - June 2013
Job Client Success Manager at First Data Corporation
Industry Marketing and Advertising
Experience
First Data Corporation July 2015 - Present
MetLife December 2013 - July 2015
New York Life Insurance Company November 2007 - June 2013
JPMorgan Chase October 2005 - October 2007
Chase November 2001 - November 2005
Skills
Loss Mitigation, Retirement Planning, Insurance, Fixed Annuities, Strategic Financial..., Mortgage Servicing, Political Campaigns, Syllabus Development, 70+ WPM, General Administrative..., Microsoft Office, Team Building, Cross-functional Team..., Negotiation, Collections, Skip Tracing, Marketing Research, Social Media Marketing, Banking, Data Entry, Teamwork, Microsoft Excel, Data Analysis, Public Speaking
Education
University of Phoenix 2006 — 2008
MBA, Marketing
David N. Myers University 2001 — 2004
BSBA, Business Management
Euclid High School
Diploma, Business
First Data Corporation July 2015 - Present
MetLife December 2013 - July 2015
New York Life Insurance Company November 2007 - June 2013
JPMorgan Chase October 2005 - October 2007
Chase November 2001 - November 2005
Skills
Loss Mitigation, Retirement Planning, Insurance, Fixed Annuities, Strategic Financial..., Mortgage Servicing, Political Campaigns, Syllabus Development, 70+ WPM, General Administrative..., Microsoft Office, Team Building, Cross-functional Team..., Negotiation, Collections, Skip Tracing, Marketing Research, Social Media Marketing, Banking, Data Entry, Teamwork, Microsoft Excel, Data Analysis, Public Speaking
Education
University of Phoenix 2006 — 2008
MBA, Marketing
David N. Myers University 2001 — 2004
BSBA, Business Management
Euclid High School
Diploma, Business
Qiang Ma's New York Life Insurance Company Experience 2010 - April 2015
Job Software Engineer at John Hancock Financial Services
Industry Computer Software
Experience
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company 2010 - April 2015
Thomson Reuters 2008 - 2009
Health Dialog 2007 - 2008
FM Global 2006 - 2007
CGI 2005 - 2006
INFOINTERACTIVE INC, (AOL Canada) 2004 - 2005
Huawei Technologies 1998 - 2001
INTERNATIONAL SOFTWARE DEVELOPMENT CO (ShenZhen) 1995 - 1996
Skills
Data Analysis, SQL, Agile Methodologies, XML, Java, Software Development, Microsoft SQL Server, Unix
Education
Dalhousie University 2001 — 2004
Master's Degree, Electrical and Computer Engineering
Zhejiang University 1989 — 1993
Bachelor's Degree, Electrical Engineering
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company 2010 - April 2015
Thomson Reuters 2008 - 2009
Health Dialog 2007 - 2008
FM Global 2006 - 2007
CGI 2005 - 2006
INFOINTERACTIVE INC, (AOL Canada) 2004 - 2005
Huawei Technologies 1998 - 2001
INTERNATIONAL SOFTWARE DEVELOPMENT CO (ShenZhen) 1995 - 1996
Skills
Data Analysis, SQL, Agile Methodologies, XML, Java, Software Development, Microsoft SQL Server, Unix
Education
Dalhousie University 2001 — 2004
Master's Degree, Electrical and Computer Engineering
Zhejiang University 1989 — 1993
Bachelor's Degree, Electrical Engineering
Louis Weimann's New York Life Insurance Company Experience September 2009 - August 2010
Job Business Development Manager at Kelly Services
Industry Staffing and Recruiting
Experience
Kelly Services January 2014 - Present
Kelly Engineering Resources July 2013 - January 2014
MediPatch Technologies and Consulting March 2011 - July 2013
New York Life Insurance Company September 2009 - August 2010
Town Sports International November 2008 - July 2009
Enterprise Rent-A-Car June 2000 - March 2008
Skills
Customer Service, Customer Relations, Sales Management, Team Building, Coaching, Multitasker, Customer Satisfaction, Sales Operations, Sales, Account Management, Customer Retention, Cold Calling, Recruiting, CRM, B2B, Training, Selling, Salesforce.com, Sales Presentations, Leadership, Marketing, New Business Development, Business Development, Direct Sales, Team Leadership, Management, Marketing Strategy, Building Relationships, Negotiation, Social Networking, Operations Management, Social Media Marketing, Contract Negotiation, Strategic Planning, Budgets, Inventory Management, Business Strategy, Human Resources, P&L Management, Retail, Entrepreneurship, Team Management, Employee Relations, Performance Management, Leadership Development, Applicant Tracking..., Technical Recruiting, Vendor Management, Process Improvement, Due Diligence
Education
University of Massachusetts Dartmouth 1996 — 2000
Bachelor of Science (BS), Business Management
Dawson College 1995 — 1996
Rice Memorial High School 1991 — 1995
Kelly Services January 2014 - Present
Kelly Engineering Resources July 2013 - January 2014
MediPatch Technologies and Consulting March 2011 - July 2013
New York Life Insurance Company September 2009 - August 2010
Town Sports International November 2008 - July 2009
Enterprise Rent-A-Car June 2000 - March 2008
Skills
Customer Service, Customer Relations, Sales Management, Team Building, Coaching, Multitasker, Customer Satisfaction, Sales Operations, Sales, Account Management, Customer Retention, Cold Calling, Recruiting, CRM, B2B, Training, Selling, Salesforce.com, Sales Presentations, Leadership, Marketing, New Business Development, Business Development, Direct Sales, Team Leadership, Management, Marketing Strategy, Building Relationships, Negotiation, Social Networking, Operations Management, Social Media Marketing, Contract Negotiation, Strategic Planning, Budgets, Inventory Management, Business Strategy, Human Resources, P&L Management, Retail, Entrepreneurship, Team Management, Employee Relations, Performance Management, Leadership Development, Applicant Tracking..., Technical Recruiting, Vendor Management, Process Improvement, Due Diligence
Education
University of Massachusetts Dartmouth 1996 — 2000
Bachelor of Science (BS), Business Management
Dawson College 1995 — 1996
Rice Memorial High School 1991 — 1995
Sandy Carvajal's New York Life Insurance Company Experience September 2014 - Present
Job Information Technology at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company September 2014 - Present
Dialogic 2010 - 2014
Staples, Inc. January 2008 - August 2009
Corporate Express, Inc. October 1998 - January 2008
Hanson Office Products November 1994 - February 1997
Skills
Active Directory, VPN, Networking, DNS, XP, VoIP, Technical Support, Troubleshooting, Operating Systems, Windows XP, Wireless Networking, Network Administration, Windows 7, TCP/IP, DHCP, Routers
Education
High Tech Institute 2005 — 2007
Computer Network & Security, Information Technology
The Chubb Institute 1992 — 1994
PC Specialist, Information Technology
County College of Morris 1981 — 1983
Computer Programing
New York Life Insurance Company September 2014 - Present
Dialogic 2010 - 2014
Staples, Inc. January 2008 - August 2009
Corporate Express, Inc. October 1998 - January 2008
Hanson Office Products November 1994 - February 1997
Skills
Active Directory, VPN, Networking, DNS, XP, VoIP, Technical Support, Troubleshooting, Operating Systems, Windows XP, Wireless Networking, Network Administration, Windows 7, TCP/IP, DHCP, Routers
Education
High Tech Institute 2005 — 2007
Computer Network & Security, Information Technology
The Chubb Institute 1992 — 1994
PC Specialist, Information Technology
County College of Morris 1981 — 1983
Computer Programing
Donald Redman's New York Life Insurance Company Experience February 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Insurance
Experience
New York Life Insurance Company February 2015 - Present
Skills
Customer Service, Term Life Insurance, Life Insurance, Insurance, Employee Benefits, Fixed Annuities, Team Building, Retirement, Disability Insurance, Whole Life, Account Management, Negotiation, Management
Education
Cuyahoga Community College 1993 — 1996
Associate of Arts (A.A.), Physical Sciences
Cuyahoga Community College 1984 — 1986
Associate of Arts (A.A.), General Studies
Trinity High School
Trinity High School
New York Life Insurance Company February 2015 - Present
Skills
Customer Service, Term Life Insurance, Life Insurance, Insurance, Employee Benefits, Fixed Annuities, Team Building, Retirement, Disability Insurance, Whole Life, Account Management, Negotiation, Management
Education
Cuyahoga Community College 1993 — 1996
Associate of Arts (A.A.), Physical Sciences
Cuyahoga Community College 1984 — 1986
Associate of Arts (A.A.), General Studies
Trinity High School
Trinity High School
Katina S. Brooks's New York Life Insurance Company Experience October 1996 - June 2001
Job Product Development Coordinator
Industry Cosmetics
Experience
Mary Kay, Inc. October 2001 - Present
New York Life Insurance Company October 1996 - June 2001
Skills
MS Office Suite, ProDoc, Community Outreach
Education
Dallas County Community College 2005 — 2010
Paralegal Studies, Political Science
Mary Kay, Inc. October 2001 - Present
New York Life Insurance Company October 1996 - June 2001
Skills
MS Office Suite, ProDoc, Community Outreach
Education
Dallas County Community College 2005 — 2010
Paralegal Studies, Political Science
Ed Matousek's New York Life Insurance Company Experience Detective / Sergeant - RetiredCity of Pepper PikeAugust 1987 - July 2015
Job Senior Associate, Corporate Security Manager at New York Life Insurance Company
Industry Security and Investigations
Experience
New York Life Insurance Company Detective / Sergeant - RetiredCity of Pepper PikeAugust 1987 - July 2015
Skills
Criminal Investigations, Police, Patrol, Interrogation, Enforcement, Criminal Justice, Public Safety, Firearms, SWAT, NIMS, Crime Prevention, Law Enforcement, Evidence, Field Training, Taser, Law Enforcement..., Homeland Security, Surveillance, Private Investigations, Government, Community Policing, Field Training Officer, Property Management, Physical Security..., OSHA 30-Hour, Corporate Security, Executive Protection
Education
The FBI National Academy
Police Executive Leadership
Cuyahoga Community College 1982 — 1986
Associate's Degree, Criminal Justice/Police Science
National Incident Management System - NIMS
New York Life Insurance Company Detective / Sergeant - RetiredCity of Pepper PikeAugust 1987 - July 2015
Skills
Criminal Investigations, Police, Patrol, Interrogation, Enforcement, Criminal Justice, Public Safety, Firearms, SWAT, NIMS, Crime Prevention, Law Enforcement, Evidence, Field Training, Taser, Law Enforcement..., Homeland Security, Surveillance, Private Investigations, Government, Community Policing, Field Training Officer, Property Management, Physical Security..., OSHA 30-Hour, Corporate Security, Executive Protection
Education
The FBI National Academy
Police Executive Leadership
Cuyahoga Community College 1982 — 1986
Associate's Degree, Criminal Justice/Police Science
National Incident Management System - NIMS
Barry Sartain's New York Life Insurance Company Experience September 2014 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
Ohio National Financial Services 2012 - September 2014
Woodmen of the World June 2003 - August 2012
New York Life Insurance Company May 2001 - August 2003
Horace Mann October 1997 - April 2001
Horace Mann August 1995 - September 1997
Skills
Life Insurance, Retirement, Retirement Planning, Insurance, 401k Rollovers, IRA Rollovers, Financial Recruiting, Leadership, Management, Marketing, Mentoring, Term Life Insurance, Financial Services, Investments
Education
Dallas Baptist University 1982 — 1986
Bachelor's degree
New York Life Insurance Company September 2014 - Present
Ohio National Financial Services 2012 - September 2014
Woodmen of the World June 2003 - August 2012
New York Life Insurance Company May 2001 - August 2003
Horace Mann October 1997 - April 2001
Horace Mann August 1995 - September 1997
Skills
Life Insurance, Retirement, Retirement Planning, Insurance, 401k Rollovers, IRA Rollovers, Financial Recruiting, Leadership, Management, Marketing, Mentoring, Term Life Insurance, Financial Services, Investments
Education
Dallas Baptist University 1982 — 1986
Bachelor's degree
Royetta Hutchins's New York Life Insurance Company Experience March 2007 - October 2010
Job Workers Compensation Case Manager
Industry Insurance
Experience
Travelers November 2014 - Present
Travelers September 2013 - Present
Travelers December 2012 - November 2014
Travelers October 2010 - December 2012
New York Life Insurance Company March 2007 - October 2010
Skills
Mutual Funds, Insurance, Customer Service, Access, Outlook, Microsoft Office, Microsoft Excel, Training, Team Building
Education
Dallas Baptist University 2006 — 2009
Bachelors of Arts and Science, Communications
Travelers November 2014 - Present
Travelers September 2013 - Present
Travelers December 2012 - November 2014
Travelers October 2010 - December 2012
New York Life Insurance Company March 2007 - October 2010
Skills
Mutual Funds, Insurance, Customer Service, Access, Outlook, Microsoft Office, Microsoft Excel, Training, Team Building
Education
Dallas Baptist University 2006 — 2009
Bachelors of Arts and Science, Communications
Buddy Gundy's New York Life Insurance Company Experience March 2006 - March 2009
Job Associate Agent at David M. Smith Agency Nationwide Insurance
Industry Insurance
Experience
David M. Smith Agency March 2010 - Present
New York Life Insurance Company March 2006 - March 2009
New York Life Insurance Company March 2006 - March 2009
Skills
Life Insurance, Insurance, Term Life Insurance, Property & Casualty..., Whole Life, Commercial Insurance, Systematic Theology, Hebrew, Church History, Religion, Financial Services
Education
Dallas Theological Seminary 1978 — 1982
Master of Theology (Th. M), Semitics and Old Testament Studies
Grand Rapids Baptist College/Cornerstone University 1972 — 1977
Bachelor of Arts (BA), Religion, minor in Philosophy and Greek
David M. Smith Agency March 2010 - Present
New York Life Insurance Company March 2006 - March 2009
New York Life Insurance Company March 2006 - March 2009
Skills
Life Insurance, Insurance, Term Life Insurance, Property & Casualty..., Whole Life, Commercial Insurance, Systematic Theology, Hebrew, Church History, Religion, Financial Services
Education
Dallas Theological Seminary 1978 — 1982
Master of Theology (Th. M), Semitics and Old Testament Studies
Grand Rapids Baptist College/Cornerstone University 1972 — 1977
Bachelor of Arts (BA), Religion, minor in Philosophy and Greek
Nancy Garcia Camacho's New York Life Insurance Company Experience June 2015 - Present
Job Licensed Insurance Professional
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Skills
Legal Documents, Legal Research, Legal Writing, Moot Court, Immigration Law, Family Law, Personal Injury, Bilingual-English/Spanis..., Microsoft Office, Client Intake, Rules Of Evidence, Written & Oral...
Education
CUNY New York City College of Technology 2003 — 2012
Bachelor’s Degree, Legal Assistant/Paralegal
New York Life Insurance Company June 2015 - Present
Skills
Legal Documents, Legal Research, Legal Writing, Moot Court, Immigration Law, Family Law, Personal Injury, Bilingual-English/Spanis..., Microsoft Office, Client Intake, Rules Of Evidence, Written & Oral...
Education
CUNY New York City College of Technology 2003 — 2012
Bachelor’s Degree, Legal Assistant/Paralegal
David R. Guffey's New York Life Insurance Company Experience May 2010 - August 2010
Job Customer Support II at Verisk Analytics
Industry Information Technology and Services
Experience
Verisk Analytics June 2013 - Present
Staples August 2012 - June 2013
Charity Navigator March 2010 - October 2011
New York Life Insurance Company May 2010 - August 2010
Daytona State College 2008 - May 2009
Skills
Troubleshooting, Public Speaking, Social Networking, Social Media, Databases, Microsoft Office, C, C++, Customer Service, C#, Visual Basic, SQL, HTML, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Reporting & Analysis, Employee Training, Training, Salesforce.com, Java, JavaScript, Customer Support
Education
Ramapo College of New Jersey 2009 — 2012
Bachelor's degree, Computer Science
Daytona State College 2006 — 2009
Associate's degree, Computer Programming
Daytona State College 2006 — 2009
Associate's degree, Computer Engineering
Verisk Analytics June 2013 - Present
Staples August 2012 - June 2013
Charity Navigator March 2010 - October 2011
New York Life Insurance Company May 2010 - August 2010
Daytona State College 2008 - May 2009
Skills
Troubleshooting, Public Speaking, Social Networking, Social Media, Databases, Microsoft Office, C, C++, Customer Service, C#, Visual Basic, SQL, HTML, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Reporting & Analysis, Employee Training, Training, Salesforce.com, Java, JavaScript, Customer Support
Education
Ramapo College of New Jersey 2009 — 2012
Bachelor's degree, Computer Science
Daytona State College 2006 — 2009
Associate's degree, Computer Programming
Daytona State College 2006 — 2009
Associate's degree, Computer Engineering
Alyza Bar-Din's New York Life Insurance Company Experience February 2011 - July 2011
Job Seeking new Opportunity Open to Relocation
Industry Construction
Experience
Republic Services June 2014 - June 2015
Mobile Mini Inc May 2012 - July 2013
New York Life Insurance Company February 2011 - July 2011
United Rentals Inc. August 2006 - December 2010
United Rentals Inc. September 1999 - August 2006
United Rentals Inc. Formerly Access Rentals February 1998 - September 1999
Access Rentals Formerly American Service January 1995 - February 1998
American Service Company October 1993 - January 1995
Pheonix Communication January 1993 - October 1993
Prudential Insurance 1988 - 1993
Skills
Sales, Sales Operations, Sales Management, Cold Calling, Contract Negotiation, Operations Management, Account Management, Team Building, Management, Leadership, Negotiation, Sales Process, Customer Satisfaction, Selling, Training, Budgets, CRM, Consultative Selling, Salesforce.com, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Power Point, Act, Sarbanes-Oxley Act, GoldMine CRM
Education
Curry College
Business Management
Republic Services June 2014 - June 2015
Mobile Mini Inc May 2012 - July 2013
New York Life Insurance Company February 2011 - July 2011
United Rentals Inc. August 2006 - December 2010
United Rentals Inc. September 1999 - August 2006
United Rentals Inc. Formerly Access Rentals February 1998 - September 1999
Access Rentals Formerly American Service January 1995 - February 1998
American Service Company October 1993 - January 1995
Pheonix Communication January 1993 - October 1993
Prudential Insurance 1988 - 1993
Skills
Sales, Sales Operations, Sales Management, Cold Calling, Contract Negotiation, Operations Management, Account Management, Team Building, Management, Leadership, Negotiation, Sales Process, Customer Satisfaction, Selling, Training, Budgets, CRM, Consultative Selling, Salesforce.com, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Power Point, Act, Sarbanes-Oxley Act, GoldMine CRM
Education
Curry College
Business Management
Glaevettea Oliver's New York Life Insurance Company Experience 2008 - 2009
Job Enrollment Coordinator at CVS CAREMARK
Industry Pharmaceuticals
Experience
CVS CAREMARK customer service repaegis communications2010 - 2011
Everest College 2008 - 2010
New York Life Insurance Company 2008 - 2009
premium waters inc 2006 - 2007
Education
Everest College 2008 — 2010
Associates, Business Administration
Dallas County Community College 2003 — 2006
Biology
Dallas County Community College 2003 — 2006
Biology
Jarvis Christian College 2003 — 2003
Biology
CVS CAREMARK customer service repaegis communications2010 - 2011
Everest College 2008 - 2010
New York Life Insurance Company 2008 - 2009
premium waters inc 2006 - 2007
Education
Everest College 2008 — 2010
Associates, Business Administration
Dallas County Community College 2003 — 2006
Biology
Dallas County Community College 2003 — 2006
Biology
Jarvis Christian College 2003 — 2003
Biology
Amy Goetsch's New York Life Insurance Company Experience March 2013 - March 2014
Job Training Coordinator/Talent Development at Meijer
Industry Professional Training & Coaching
Experience
Meijer November 2013 - Present
New York Life Insurance Company March 2013 - March 2014
Groetenhuis April 2012 - March 2013
AAA August 2011 - April 2012
Skills
Insurance, Customer Service, Commercial Lending, Casualty, Risk Management, Small Business, Life Insurance, Underwriting, Customer Retention
Education
Davenport University
Ferris State University
Criminal Justice
Meijer November 2013 - Present
New York Life Insurance Company March 2013 - March 2014
Groetenhuis April 2012 - March 2013
AAA August 2011 - April 2012
Skills
Insurance, Customer Service, Commercial Lending, Casualty, Risk Management, Small Business, Life Insurance, Underwriting, Customer Retention
Education
Davenport University
Ferris State University
Criminal Justice
Calinda Stringer's New York Life Insurance Company Experience
Job Call Center Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Customer Service, Leadership, Insurance
Education
UOP 2010 — 2011
MBA
Cleveland State 2001 — 2005
Bachelor of Arts (B.A.), Communications
Cuyahoga Community College 1995 — 2000
Associate of Arts (A.A.)
New York Life Insurance Company
Skills
Customer Service, Leadership, Insurance
Education
UOP 2010 — 2011
MBA
Cleveland State 2001 — 2005
Bachelor of Arts (B.A.), Communications
Cuyahoga Community College 1995 — 2000
Associate of Arts (A.A.)
John Mitchell, LUTCF's New York Life Insurance Company Experience April 2004 - February 2013
Job President at Alegre Insurance Agency
Industry Insurance
Experience
Alegre Insurance Agency April 2003 - Present
New York Life Insurance Company April 2004 - February 2013
Pudential Financial March 1987 - April 2004
Skills
Life Insurance, Fixed Annuities, Rollovers, Final Expense Planning, Commercial Insurance, Workers Compensation, Umbrella Insurance, Term Life Insurance, Insurance, Employee Benefits, Property & Casualty..., Health Insurance, Brokers, Disability Insurance, Casualty, Underwriting, Commercial Lines, Liability, Whole Life, Universal Life
Education
Life underwriters training council 1994 — 1999
LUTCF, Life Underwriting Training Council Fellow, LUTCF
CUNY Bronx Community College 1975 — 1977
Alegre Insurance Agency April 2003 - Present
New York Life Insurance Company April 2004 - February 2013
Pudential Financial March 1987 - April 2004
Skills
Life Insurance, Fixed Annuities, Rollovers, Final Expense Planning, Commercial Insurance, Workers Compensation, Umbrella Insurance, Term Life Insurance, Insurance, Employee Benefits, Property & Casualty..., Health Insurance, Brokers, Disability Insurance, Casualty, Underwriting, Commercial Lines, Liability, Whole Life, Universal Life
Education
Life underwriters training council 1994 — 1999
LUTCF, Life Underwriting Training Council Fellow, LUTCF
CUNY Bronx Community College 1975 — 1977
Julia O'Shaughnessy, LMT, RN, BSN's New York Life Insurance Company Experience January 2007 - October 2007
Job Massage Therapist at HandsOn Health Associates
Industry Health, Wellness and Fitness
Experience
Hands-On Health Associates July 2013 - Present
Massage Envy April 2013 - November 2013
Joslin Diabetes Center September 2011 - March 2013
Spaulding Rehabilitation Hospital December 2010 - September 2011
Lahey Clinic Hospital August 2008 - August 2009
Next Generation Children's Centers December 2007 - May 2008
New York Life Insurance Company January 2007 - October 2007
Norwich School District September 2005 - June 2006
Skills
Nursing, Cpr Certified, Healthcare, Microsoft Excel, Customer Service, Microsoft Word, BLS, Hospitals, Clinical Research, Research, IV, Inpatient, Vital Signs, EKG, Phlebotomy, Medicine, Nutrition
Education
Cortiva Institute-Boston 2012 — 2013
Massage Therapy Diploma, Massage Therapy/Therapeutic Massage
MGH Institute of Health Professions 2009 — 2010
Accelerated BSN, Nursing
University of Vermont 2001 — 2005
BA, Communication Sciences, Minor in Studio Art
Hands-On Health Associates July 2013 - Present
Massage Envy April 2013 - November 2013
Joslin Diabetes Center September 2011 - March 2013
Spaulding Rehabilitation Hospital December 2010 - September 2011
Lahey Clinic Hospital August 2008 - August 2009
Next Generation Children's Centers December 2007 - May 2008
New York Life Insurance Company January 2007 - October 2007
Norwich School District September 2005 - June 2006
Skills
Nursing, Cpr Certified, Healthcare, Microsoft Excel, Customer Service, Microsoft Word, BLS, Hospitals, Clinical Research, Research, IV, Inpatient, Vital Signs, EKG, Phlebotomy, Medicine, Nutrition
Education
Cortiva Institute-Boston 2012 — 2013
Massage Therapy Diploma, Massage Therapy/Therapeutic Massage
MGH Institute of Health Professions 2009 — 2010
Accelerated BSN, Nursing
University of Vermont 2001 — 2005
BA, Communication Sciences, Minor in Studio Art
Lance Otey, ALMI, AIAA, ARA, ACS's New York Life Insurance Company Experience April 2005 - April 2011
Job Business Project Specialist at Cigna
Industry Insurance
Experience
Cigna October 2013 - Present
Cigna May 2011 - October 2013
New York Life Insurance Company April 2005 - April 2011
Skills
Insurance, Life Insurance, Underwriting, Disability Insurance, General Insurance, Brokers, Health Insurance, Claim, Claims Management, Employee Benefits, Term Life Insurance
Education
Dallas Christian College 2004 — 2007
Bachelor of Science (BS), Ministry and Leadership
Cigna October 2013 - Present
Cigna May 2011 - October 2013
New York Life Insurance Company April 2005 - April 2011
Skills
Insurance, Life Insurance, Underwriting, Disability Insurance, General Insurance, Brokers, Health Insurance, Claim, Claims Management, Employee Benefits, Term Life Insurance
Education
Dallas Christian College 2004 — 2007
Bachelor of Science (BS), Ministry and Leadership
Taiwana Pulley's New York Life Insurance Company Experience December 2011 - May 2012
Job Substitute Teacher at NYC Department of Education
Industry Education Management
Experience
New Grace Christian Center March 2015 - Present
Legal Shield December 2012 - Present
NYC Department of Education June 2013 - August 2013
NYC Department of Education February 2013 - August 2013
New York Life Insurance Company December 2011 - May 2012
The New 42nd St November 2007 - April 2009
FILLMORE REAL ESTATE 2007 - 2009
American Jewish World Service July 2007 - November 2007
Wall Street Systems, Inc March 2005 - June 2006
JPMorgan Chase March 2000 - March 2005
Skills
Accounting, Military Experience, Real Estate, Life Insurance, Accounts Receivable, Account Reconciliation, Payroll, Invoicing, Finance, Budgets, Journal Entries, Spreadsheets, Loans, Investments, Insurance, Financial Analysis, Banking, Risk Management, Small Business, Time Management
Education
Grand Canyon University 2014 — 2016
Masters, Elementary Education and Teaching
CUNY New York City College of Technology 2009 — 2011
Associate of Science (AS), Marketing/Marketing Management, General
New York State Life Insurance
Real Estate
License, Real Estate
LIU Brooklyn 1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General
New Grace Christian Center March 2015 - Present
Legal Shield December 2012 - Present
NYC Department of Education June 2013 - August 2013
NYC Department of Education February 2013 - August 2013
New York Life Insurance Company December 2011 - May 2012
The New 42nd St November 2007 - April 2009
FILLMORE REAL ESTATE 2007 - 2009
American Jewish World Service July 2007 - November 2007
Wall Street Systems, Inc March 2005 - June 2006
JPMorgan Chase March 2000 - March 2005
Skills
Accounting, Military Experience, Real Estate, Life Insurance, Accounts Receivable, Account Reconciliation, Payroll, Invoicing, Finance, Budgets, Journal Entries, Spreadsheets, Loans, Investments, Insurance, Financial Analysis, Banking, Risk Management, Small Business, Time Management
Education
Grand Canyon University 2014 — 2016
Masters, Elementary Education and Teaching
CUNY New York City College of Technology 2009 — 2011
Associate of Science (AS), Marketing/Marketing Management, General
New York State Life Insurance
Real Estate
License, Real Estate
LIU Brooklyn 1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Duane Bebee's New York Life Insurance Company Experience April 2006 - Present
Job Senior Sales Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2006 - Present
First Evangelical Free Church September 2001 - April 2006
Clark Consulting August 1996 - August 2001
Education
Dallas Theological Seminary 1997 — 2001
Master of Arts (M.A.), Christian Education
University of Nebraska-Lincoln 1991 — 1995
Bachelor of Science (B.S.), Economics
New York Life Insurance Company April 2006 - Present
First Evangelical Free Church September 2001 - April 2006
Clark Consulting August 1996 - August 2001
Education
Dallas Theological Seminary 1997 — 2001
Master of Arts (M.A.), Christian Education
University of Nebraska-Lincoln 1991 — 1995
Bachelor of Science (B.S.), Economics
Bill Kokie's New York Life Insurance Company Experience June 2010 - Present
Job Regristered Reprenstative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2010 - Present
Thrivent Financial for Lutherans June 2006 - June 2010
PSA Insurance & Financial Services June 1995 - June 2008
Skills
Microsoft Word, Investments, Financial Services, Retirement Planning
Education
Princeton Theological Seminary 1967 — 1970
Masters of Divinity, Religion/Religious Studies
Davis and Elkins College 1963 — 1967
B.A., Relligion & Philosophy
New York Life Insurance Company June 2010 - Present
Thrivent Financial for Lutherans June 2006 - June 2010
PSA Insurance & Financial Services June 1995 - June 2008
Skills
Microsoft Word, Investments, Financial Services, Retirement Planning
Education
Princeton Theological Seminary 1967 — 1970
Masters of Divinity, Religion/Religious Studies
Davis and Elkins College 1963 — 1967
B.A., Relligion & Philosophy
Daniel Dyer's New York Life Insurance Company Experience September 2011 - April 2012
Job Independent Insurance Agent
Industry Insurance
Experience
Penn Mutual 2013 - Present
Self Employed April 2012 - Present
New York Life Insurance Company September 2011 - April 2012
State Farm Insurance June 2009 - August 2011
Dave Hildenbrand for State Senate 2010 - 2010
Skills
Licensed Property &..., Licensed Life & Health..., Property & Casualty..., Life Insurance, Long Term Care Insurance, Homeowners, Insurance
Education
Cornerstone University 2005 — 2010
Bachelor of Arts (BA), History
Penn Mutual 2013 - Present
Self Employed April 2012 - Present
New York Life Insurance Company September 2011 - April 2012
State Farm Insurance June 2009 - August 2011
Dave Hildenbrand for State Senate 2010 - 2010
Skills
Licensed Property &..., Licensed Life & Health..., Property & Casualty..., Life Insurance, Long Term Care Insurance, Homeowners, Insurance
Education
Cornerstone University 2005 — 2010
Bachelor of Arts (BA), History
Jessica Hitchcock's New York Life Insurance Company Experience April 2014 - November 2014
Job Davenport University 2013 Graduate Seeking lifelong career!
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - November 2014
FireKeepers Casino Hotel July 2009 - April 2014
Binder Park Zoo April 2008 - October 2008
My Personal Credit Union September 2006 - April 2007
Erich Henkel Auto Group September 2004 - March 2006
Skills
MS Office Suite..., Multi-line Phone, Strong Communication, Credit Union Experiance, Filing, Coping, Customer Service, Supervision, File Management, Multi-task & Handle..., Office Assistant, Prioritize Workload, Excellent Attention to..., Inventory, Analitical, Life, Health, and..., Microsoft Office, Team Building, Training, Microsoft Excel
Education
Davenport University 2005 — 2013
Bachelor of Business Administration, Business Management and Finance, 2013 Graduate
New York Life Insurance Company April 2014 - November 2014
FireKeepers Casino Hotel July 2009 - April 2014
Binder Park Zoo April 2008 - October 2008
My Personal Credit Union September 2006 - April 2007
Erich Henkel Auto Group September 2004 - March 2006
Skills
MS Office Suite..., Multi-line Phone, Strong Communication, Credit Union Experiance, Filing, Coping, Customer Service, Supervision, File Management, Multi-task & Handle..., Office Assistant, Prioritize Workload, Excellent Attention to..., Inventory, Analitical, Life, Health, and..., Microsoft Office, Team Building, Training, Microsoft Excel
Education
Davenport University 2005 — 2013
Bachelor of Business Administration, Business Management and Finance, 2013 Graduate
Joy E. Reynante's New York Life Insurance Company Experience August 2010 - April 2011
Job .
Industry Insurance
Experience
YMCA August 2013 - June 2014
Self January 2007 - August 2011
New York Life Insurance Company August 2010 - April 2011
Skills
Life Insurance, Banking, Customer Service, Administrative..., Data Analysis, Databases, Microsoft Office, Microsoft Excel, Microsoft Word, Apple, Android, Art, Office Management, Music, Marketing, Benefits Administration, Data Entry, Management, Leadership, Sales, Project Management, Nonprofits
Education
San Jose State University 1999 — 2001
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
De Anza College 1996 — 1999
General Education and Transfer Units, General Studies
YMCA August 2013 - June 2014
Self January 2007 - August 2011
New York Life Insurance Company August 2010 - April 2011
Skills
Life Insurance, Banking, Customer Service, Administrative..., Data Analysis, Databases, Microsoft Office, Microsoft Excel, Microsoft Word, Apple, Android, Art, Office Management, Music, Marketing, Benefits Administration, Data Entry, Management, Leadership, Sales, Project Management, Nonprofits
Education
San Jose State University 1999 — 2001
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
De Anza College 1996 — 1999
General Education and Transfer Units, General Studies
Joshua Cabrera's New York Life Insurance Company Experience August 2014 - Present
Job Student at CUNY York College
Industry
Experience
New York Life Insurance Company August 2014 - Present
Skills
Proficient in Microsoft..., Bilingual: English and..., Organized,...
Education
CUNY York College 2013 — 2017
Bachelor’s Degree, Economics
New York Life Insurance Company August 2014 - Present
Skills
Proficient in Microsoft..., Bilingual: English and..., Organized,...
Education
CUNY York College 2013 — 2017
Bachelor’s Degree, Economics