New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
New York Life Insurance Company September 2013 - Present
Skills
Sales, Vacation, Marketing, Insurance, Retirement Planning, Social Networking, Disney, Budgets, Annuity Sales, Social Media Marketing, Time Management, Project Planning, Leadership, Finance, Licensed Life Insurance..., Disney Vacation..., Disney Cruise Line..., Adventures by DIsney..., 401k Rollovers, Asset Protection, CLU, Estate Planning, Gifting Strategies, Key Person Protection, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Small Business, Succession Planning, Thought Leadership, Wealth Preservation...
Education
Everest University-South Orlando
IS 72
Institute of Audio Research
Port Richmond High School
Principal Financial Group June 2013 - Present
Principal Financial Group March 2013 - Present
Shoreline Resources, Inc June 2007 - June 2013
NYLIFE Securities LLC May 2007 - June 2013
New York Life Insurance Company January 2007 - June 2013
Skills
Estate Planning, 401k,403b,SEP & Simple..., annuities..., Asset Allocation, Bussiness Continuation, Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Disability Income..., Ececutive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Series 6,7,63..., Salary Continuation, Supplemental Retirement..., Survivor Income, Split Dollar Plans, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Tax deferred Savings, Securities, Disability Insurance, Financial Advisory, Financial Services
Education
Fairfield University
Bachelor of Arts (B.A.)
Saint John's University
MBA
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company March 2011 - August 2012
Insphere Insurance Solutions March 2005 - March 2011
Skills
Insurance, Life Insurance, Training, Leadership, Recruiting, College Recruiting, Financial Recruiting, Interviewing, Leadership Development, Hands on Leader, Financial Services, Executive Management, Business Insurance...
Education
Embry-Riddle Aeronautical University 1982 — 1985
BS, Aeronautical Science, Aerospace Technology
New York Life Insurance Company December 2014 - Present
Education
Embry-Riddle Aeronautical University
Bachelor of Arts (B.A.), Aviation Business
Cardinal Spellman High School August 2012 - Present
Joslin Diabetes Center February 2012 - August 2012
New York Life Insurance Company December 2010 - May 2012
Skills
Teaching, Customer Service, Microsoft Excel, Teamwork, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Social Networking
Education
Saint Joseph's College 2013 — 2015
Master's degree, Pastoral Theology
Emmanuel College 2007 — 2010
BA, Management
New York Life Insurance Company June 2014 - Present
Skills
Term Life Insurance, Business Planning, Personal Finance, Asset Protection, Annuity Sales, Legacy Planning, 401 (k) Rollovers, IRA Rollovers, Licensed in Long Term..., Licensed Life Insurance...
Education
Evergreen Valley College 2007 — 2009
Business Administration and Management, General
UnitedHealth Group February 2015 - Present
Cabintek, LLC April 2014 - September 2014
New York Life Insurance Company 2010 - February 2014
MetLife June 2009 - October 2010
AXA Advisors, LLC September 2006 - June 2009
Baylake Bank October 2004 - August 2006
US Bancorp Investment Inc September 2001 - September 2004
Skills
New Business Development, Sales Management, Small Business..., Employee Benefits, Business Development, Finance, Small Business, Investments, Insurance, Retirement, Risk Management, Mutual Funds, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Outsourcing, Financial Services, Business Planning, Banking, Leadership, Team Building, Strategic Planning, Customer Service, Marketing Strategy, Training
Education
Embry-Riddle Aeronautical University-Worldwide 2004 — 2006
Master of Business Administration (MBA), Aviation Management
University of Wisconsin-Green Bay 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Political Science
Insurance Benefits Plus April 1981 - Present
Life and Health Insurance Agent 1981 - Present
Lincoln Heritage Life Insurance Co. February 2012 - January 2013
United First Financial September 2006 - January 2012
New York Life Insurance Company 1979 - 1989
Skills
Insurance, Mortgage Lending, Budgets, Financial Services, Small Business, Real Estate, Entrepreneurship, Investment Properties, Team Building, Marketing, Sales, Investments, Life Insurance, Public Speaking, Long-term Care, Disability Insurance, Health Insurance, Direct Sales, Training, Highly personable, Networking, Social Media, Retirement Planning, Negotiation, New Business Development, Refinance, Retirement, Whole Life, Fixed Annuities
Education
Emporia State University 1971 — 1975
BSE, Psychology/ English
Bishop Ward HS 1968 — 1971
BSE, Psychology and English
New York Life Insurance Company December 2013 - Present
US Army September 2005 - December 2013
Skills
Microsoft Excel, Microsoft Office, Project Planning, Customer Service, Microsoft Word, 401(k) Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Customer Relations, Customer Satisfaction, Education Funding..., IRA Rollovers, Key Person Insurance, Legacies, Life Insurance, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Personal Finance, Protection..., Retirement Planning, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Strategic Planning, Insurance
Education
Excelsior College 2010 — 2014
Bachelor of Science (BS), Economics
Centro Universitatio do Triangulo 1997 — 1999
Bachelor's degree, Economics
Bearing Belt and Chain dba NAPA Auto Parts May 2014 - Present
New York Life Insurance Company January 2013 - June 2014
Genuine Parts Company October 2002 - July 2012
Skills
Microsoft Excel, Underwriting, Customer Service, Account Management, Retirement Planning, Sales, Sales Management, Marketing, New Business Development, Leadership, Insurance, Business Development, Strategic Planning, Management, Negotiation, Financial Services
Education
Elmira College 1999 — 2002
Bachelor of Business Administration (B.B.A.), Specialized in Marketing and Management, 3.2 GPA
Shattuck St.Mary's 1995 — 1998
High School Diploma, High School Diploma
New York Life Insurance Company September 2013 - May 2014
Coca-Cola Refreshments July 2007 - May 2013
Go Beyond Entertainment January 2005 - January 2007
Skills
Strategic Planning, Budgets, Financial Analysis, Accounting, Management, Analysis, Sales, Finance, Pricing, Mergers & Acquisitions, Invoicing, Strategic Financial..., Forecasting, Team Building, Marketing
Education
North Carolina State University 2004 — 2004
Parks, Recreation and Leisure Studies, 3.0
Elon University 1997 — 2000
Bachelor's Degree, Parks, Recreation and Leisure Sport Management, 3.6
Self-employed October 1993 - Present
New York Life Insurance Company May 1997 - May 2003
The MONY Group October 1993 - May 1997
Skills
Retirement Planning, Retirement, Fixed Annuities, Investments, Mutual Funds, Strategic Financial..., Wealth Management, Life Insurance, Insurance, Estate Planning, Disability Insurance, Financial Services, Pensions, Financial Advisory, Long-term Care
Education
Emporia State University 1989 — 1993
Bachelor Science In Business, Marketing And Businesss Management Double Major
Paola High School 1986 — 1989
Unmistakably Herb [www.unmistakablyherb.com] June 2014 - Present
Allstate Insurance 2013 - 2014
State Farm 2013 - 2013
Western & Southern Life 2012 - 2013
New York Life Insurance Company 2009 - 2012
Aflac 2007 - 2008
Skills
Leadership, Social Networking, Public Speaking, Team Building, Coaching, Networking, Strategic Planning, Event Planning, Blogging, Account Management, Social Media, New Business Development, Mentoring, Sales Management, Writing, Advocacy, Building Strong...
Education
Emory University - Goizueta Business School 1987 — 1989
MBA, Management
University of Chicago 1982 — 1985
Bachelor's Degree, Economic
Hollywood Hills HS 1977 — 1981
1981, General Studies
New York Life Insurance Company November 2012 - December 2013
JACA Architects January 2002 - January 2004
Gulf Eternit Industries January 1998 - December 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Financial Advisory, Investment Strategies, Marketing, Relationship Management, Management, Strategic Planning, Portfolio Management, Team Building, Marketing Strategy, Strategy, Leadership
Education
University of Phoenix 2003 — 2006
MBA, Masters of Business Administration
Excelsior College 1995 — 2000
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
Localytics April 2015 - Present
Dun & Bradstreet NetProspex August 2014 - April 2015
New York Life Insurance Company May 2014 - July 2014
Massachusetts House of Representatives September 2013 - May 2014
Pyramid Builders Association June 2013 - September 2013
Skills
Research, Management, Public Speaking, Nonprofits, Data Analysis, Community Outreach, Lead Generation, Sales, Cold Calling, B2B, Marketing, Salesforce.com, Teamwork
Education
Emmanuel College 2010 — 2014
Bachelor’s Degree, Psychology
New York Life Foundation April 2014 - Present
New York Life Insurance Company March 2013 - Present
In the Life Media July 2011 - July 2014
Loeb & Loeb LLP May 2011 - February 2013
Patterson Belknap Webb & Tyler LLP March 2010 - May 2011
Loeb & Loeb LLP May 2008 - March 2010
Skadden, Arps, Slate, Meagher & Flom LLP July 2006 - May 2008
Duane Morris LLP 2005 - 2006
Rogers & Hardin LLP 2004 - 2005
Skills
Licensing, Intellectual Property, Technology Transfer, Joint Ventures, Trademarks, Trademark Infringement, Litigation, Corporate Governance, Commercial Litigation, Privacy Law, Corporate Law, Contract Negotiation, Entertainment Law, Legal Services, Software Development, Copyright Law, Legal Writing, Trade Secrets, Legal Research, Nonprofits, New Media, New Business Development, University Teaching, Language Teaching, IT Outsourcing, IT Procurement, IT contract negotiation, Legal Assistance
Education
Emory University School of Law 2001 — 2004
J.D., Law
Yale University 1988 — 1995
Ph.D., Classical Languages and Literatures
Emory University 1984 — 1988
B.A., Classics, French, Philosophy
Eastern Mountain Sports August 2011 - Present
New York Life Insurance Company May 1998 - February 2011
The Guardian Life Insurance Company of America March 1997 - May 1998
Swiss Re February 1993 - March 1997
Prudential Insurance 1988 - 1991
Skills
COBOL, DB2, Oracle, CICS, JCL, VSAM, TSO, Mainframe, Unix, PL/SQL, IDMS, MVS, Fileaid, IBM Mainframe, Endeavor, z/OS, Easytrieve, Visio, FTP, Xpediter, Systems Analysis, SDLC, IMS DB/DC
Education
Chubb Institute 1987 — 1988
Computer Programming Certificate
Fairleigh Dickinson University 1972 — 1974
BA, Elementary Education
Wesley College 1970 — 1972
AA, Education
Bernards High School 1968 — 1970
NYLIFE Securities LLC May 2008 - Present
New York Life Insurance Company May 2008 - Present
New York Life Insurance Company July 2011 - April 2015
WFS Mortgage - Loan Net January 1999 - April 2008
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Buy-sell Agreements, Education Funding..., Estate Planning, Income Protection, Legacy Planning, Licensed Life Insurance..., Life Insurance..., Retirement Planning, Wealth Preservation...
Education
Escuela Colombiana de Ingeniería 'Julio Garavito' 1981 — 1986
Civil Enginiering
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company November 2011 - September 2012
New York Life Insurance Company October 2010 - November 2011
New York Life Insurance Company March 2009 - October 2010
New York Life Insurance Company February 2007 - March 2009
New York Life Insurance Company August 2003 - January 2007
Skills
Insurance, Life Insurance, Fixed Annuities, Financial Services, Strategic Financial..., Financial Analysis, Management, Sales, Process Improvement, Portfolio Management, Underwriting, Product Management, Term Life Insurance, Marketing Strategy, Training, Analysis
Education
Fairfield University 1999 — 2003
Bachelor of Science, Marketing and Operations Management/Information Systems
North Rockland High School 1995 — 1999
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company October 2012 - Present
New York Life Investment Management 2011 - October 2012
Hooper Holmes March 2011 - July 2011
Affiliated Computers Systems September 2005 - April 2008
Skills
Windows 7, Microsoft Office, Lotus Notes, ADP E-Time, Outlook, PeopleSoft, Defined Benefit, Access, Recruiting, FMLA, Profit Sharing, Employee Benefits, ADP Payroll, Customer Service, Human Resources, Pensions, Retirement Planning, ERISA, 401k, Retirement, IRAs, Benefits Administration, Mutual Funds, Open Enrollment, Asset Allocation, Defined Contribution, Onboarding, 401k Rollovers, COBRA, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Bachelor of Business Administration (B.B.A.)/ MBA, Business Administration
Essex County College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
TEKsystems January 2014 - Present
Chubb February 2011 - December 2013
Robert Half Management Resources December 2006 - December 2010
New York Life Insurance Company March 2004 - July 2006
New York Life Insurance Company March 2002 - March 2004
New York Life Insurance Company March 2000 - March 2002
Tokio Marine Management, Inc. April 1999 - August 1999
MasterCare, Inc. March 1996 - April 1999
First Option Health Plan, Inc. March 1994 - March 1996
HIP March 1992 - March 1994
Skills
Financial Modeling, Financial Analysis, Consulting, Reinsurance, Insurance, Sarbanes-Oxley Act, Auditing, Accounting, Internal Controls, Financial Reporting, Business Process..., Business Analysis, Managerial Finance, Process Improvement, Forecasting, Analysis, Finance, Internal Audit, People Skills, Teamwork, Mergers & Acquisitions, Management
Education
Fairleigh Dickinson University 1987 — 1991
Bachelor of Science (B.S.), Business Management
Skylight Financial Group 2013 - Present
New York Life Insurance Company 2011 - 2013
BrightStar Healthcare 2008 - 2011
American Greetings 2005 - 2008
American Greetings 2000 - 2005
American Greetings 1990 - 2000
Skills
Leadership, Sales, Sales Management, Customer Service, New Business Development, Merchandising, Business Development, Cross-functional Team..., Account Management, Consumer Products, Business Planning, Executive Management, Mergers, Licensing, Brand Management, Direct Sales, Sales Operations, Mergers & Acquisitions, Strategy, Competitive Analysis, Marketing, Management, Selling, Time Management, Team Building, Product Development
Education
Fairleigh Dickinson University
Bachelor’s Degree, Marketing
Ayala Land, Inc. July 2012 - Present
New York Life Insurance Company May 2012 - Present
Boresha International February 2003 - Present
Skills
Real Estate, processing mortgage loan, Network Marketing, Licensed Life Insurance..., good communication...
Education
Excelsior College 2003 — 2004
Nursing Education
South Western University, cebu city 1977 — 1980
Accounting and Finance
AXA February 2014 - Present
AXA Distributors July 2013 - February 2014
Auerbach Grayson February 2013 - 2013
New York Life Insurance Company June 2011 - January 2012
Addabbo & Greenberg June 2010 - August 2010
Skills
Event Planning, Political Philosophy, Economic Development, Econometrics, Legal Writing, Game Theory, Strategic Planning, Retention Strategies, Volunteer Recruiting, Microsoft Excel, Research, Insurance, Finance, Financial Services, Investments, Social Media, Public Speaking, Data Analysis, Leadership, Sales
Education
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Economics & Philosophy
The Brearley School (All-Girls Independent School)
Legalshield September 2011 - Present
New York Life Insurance Company March 2012 - October 2012
Ardyss International 2010 - 2010
Carteret Mortage October 2003 - November 2007
Skills
Insurance, Accident, Annuities, Term Life Insurance, Disability Insurance, Long Term Care, Employee Benefits, Critical Illness, General Insurance, Retirement Planning, Customer Service, Investments, Whole Life, Benefits, Group Benefits, Retirement
Education
Everest Institute-Southfield
EET, Electrical and Electronics Engineering
Wayne State University
EET, Electronics
People's United Bank October 2010 - Present
Acxiom June 2008 - September 2010
Kitchen Accessories Unlimited February 2005 - June 2008
B&S Carting October 2003 - February 2005
STV Incorporated November 2002 - September 2003
New York Life Insurance Company June 2000 - June 2002
Skills
CSS, Dreamweaver, Email Marketing, HTML, Web Design, Microsoft Office, Web Development, Flash, Graphic Design, JavaScript, Photoshop, Software Documentation, WordPress, User Experience, Digital Marketing, SEO, Joomla, PSD to Joomla
Education
Fairfield University
Bachelor's Degree, Computer Engineering
Systems Plus Computer College
Bachelor's degree, Computer Engineering
New York Life Insurance Company May 2014 - Present
NBCUniversal, Inc. December 2013 - May 2014
CS Technology November 2009 - October 2013
AIG July 2012 - September 2013
Capital One March 2012 - June 2012
CA Technologies July 2011 - February 2012
Shearman & Sterling LLP June 2011 - August 2011
Bank of America, as a CS Technology Onsite Consultant November 2009 - April 2011
AT&T April 2009 - October 2009
Citi Group March 2008 - December 2008
Skills
Program Management, Project Portfolio..., MS Project, PMP, PMO, Project Management, Data Center, SDLC, Disaster Recovery, IT Operations, Telecommunications, Business Analysis, IT Strategy, Vendor Management, Requirements Gathering, ITIL, IT Service Management, Visio, IT Management, Infrastructure, Service Delivery, Integration, Consulting, System Deployment, Project Delivery, Security, Enterprise Architecture, Servers, Requirements Analysis, Solution Architecture, SharePoint, Enterprise Software, Governance, Outsourcing, Software Documentation, Strategy, Project Planning, Management, Team Leadership, Software Project..., Leadership, Business Process..., Resource Management, Analysis, Business Process, Information Technology, Business Intelligence, Business Process..., Business Continuity, Networking
Education
The George Washington University 1999 — 2001
Masters Certificate, Project Management
Seton Hall University 1990 — 1992
MBA, Finance
Fairleigh Dickinson University 1984 — 1988
BS, Computer Science
Rensselaer Polytechnic Institute 1983 — 1984
Computer Science
Sole Proprietor April 2013 - Present
Flagship Cruises & Events October 2014 - Present
Entertainment Cruises Inc. February 2013 - October 2014
East Coast Divers Inc. May 2012 - October 2014
Robert Half Technology May 2012 - August 2012
New York Life Insurance Company August 2011 - May 2012
Dell Perot Systems January 2009 - July 2009
Skills
Business Analysis, Marketing Strategy, Management, Project Management, E-commerce, Software Development, Entrepreneurship, Web Development, Microsoft Office, Microsoft Excel, Business Process, Consulting, Forecasting, Customer Service, Social Networking, Time Management, Leadership, Training, Scuba Diving, Social Media
Education
New England Maritime 2012 — 2012
100 Ton Master Captain License
Endicott College 2006 — 2010
Business Administration, Computer Science
Scituate High School
Scituate High School
Stan Johnson Company March 2013 - Present
Stan Johnson Company May 2011 - March 2013
AXA Advisors 2009 - 2011
New York Life Insurance Company 2008 - 2009
Group 1 Automotive May 2007 - August 2007
Skills
MS Office Suite, Excel, Financial Analysis, Real Estate, PowerPoint, Real Estate Investment, Market Analysis, Market Research, Research, Data Analysis, Investment Sales, Marketing, Real Estate Economics, Economics, Strategic Planning, Investment Properties, Real Estate Transactions, Brokerage, Investments, Commercial Real Estate
Education
Emory University 2004 — 2008
B.A., Economics
Cascia Hall Preparatory School 2001 — 2004
People's United Bank June 2014 - Present
Wells Fargo January 2013 - June 2014
Chimera Securities June 2012 - December 2013
Assent LLC 2009 - 2010
E*TRADE Financial December 2007 - June 2008
New York Life Insurance Company June 2007 - December 2007
Skills
Trading, Risk Management, Trading Strategies, Quantitative Investing, Quantitative Analytics, Equities, Proprietary Trading, Bloomberg, Electronic Trading, Fixed Income, Options, Finance
Education
Fairleigh Dickinson University 2003 — 2007
Bachelor's degree, Finance, General
New York Life Insurance Company Secretary, BillingFoothill Square OptometryMarch 2006 - September 2011
Bay Area Financial Services February 2005 - March 2006
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Long-term Care, IRAs, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Whole Life, Retirement, College Savings Plans, Key Person Protection, Guaranteed Lifetime..., Universal Life, Buy-sell Agreements
Education
Evergreen Valley College 1997 — 2000
Associate of Arts (AA), Accounting and Finance
Lowe's Home Improvement September 2013 - Present
US Navy Reserve March 2012 - Present
New York Life Insurance Company June 2012 - September 2013
US Navy November 2001 - January 2012
U.S. Navy Recuiter November 2007 - December 2010
VP-8 2002 - 2007
Education
Embry-Riddle Aeronautical University 2006 — 2007
Associate's degree
Hommage September 2014 - August 2015
Platinum Fundraising June 2013 - February 2014
Platinum Fundraising August 2011 - June 2013
Platinum Fundraising August 2010 - August 2011
RA Sushi July 2009 - May 2010
New York Life Insurance Company May 2008 - August 2008
Anthropologie May 2007 - May 2008
Monteverde Restaurant May 2007 - August 2007
Skills
Fundraising, Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Customer Service, Strategic Planning, Market Research, Marketing, Management, Sales, Leadership, Training, Event Management, Spanish, Microsoft Word, Social Media, Social Networking, Research, Social Media Marketing
Education
University of Washington Evans School 2014 — 2016
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
University of Miami - School of Business 2006 — 2010
Bachelor of Business Administration, Economics, International Business, Spanish
Universitat d'Alacant 2009 — 2009
International Exchange Program, International Business
Hendrick Hudson High School 2002 — 2006
New York State Regents Diploma with Honors and Distinction
Air Charter Service, Inc August 2014 - Present
TherapeuticsMD November 2012 - July 2013
New York Life Insurance Company December 2011 - November 2012
North Shore-LIJ Health System August 2010 - December 2011
North Shore LIJ Health System November 2008 - June 2010
Children's Brain Tumor Foundation July 2007 - February 2009
Skills
Research, Mental Health, Sales, Marketing, Community Outreach, Healthcare, Hospitals, Microsoft Excel, Data Analysis, Social Networking, Public Speaking, Clinical Research, Microsoft Office, Psychology, PowerPoint, Fundraising, Nonprofits, Social Media, Non-profits
Education
Fairfield University 2004 — 2008
B.S., Psychology
Lorenzo de' Medici 2006 — 2006
Study Abroad, advanced oil painting & art history
paul d schreiber high school
Bank of the West January 2013 - Present
New York Life Insurance Company May 2010 - January 2013
United States Postal Service August 2008 - August 2010
Primerica February 2007 - August 2008
Skills
Insurance, Long Term Care, Retirement Planning, Retirement, Annuities, Investments, Mutual Funds, IRA's, Fixed Annuities
Education
Emporia State University 2005 — 2007
BS, Business Management, 3.17
Barton County Community College 2004 — 2005
Associate of Science (AS), Business, 3.6
Neuberger Berman March 2010 - Present
UBS May 2005 - March 2010
JPMorgan Private Bank 2002 - 2004
Deutche Bank Private Bank 2000 - 2002
Prudential Retirement Services 1996 - 2000
New York Life Insurance Company 1990 - 1996
Skills
Asset Managment, Series 7, Strategic Communications, Financial Services, Wealth Management, Alternative Investments, Fixed Income, Equities, Marketing Communications, Thought Leadership, Hedge Funds, Editing, Series 24, Management, Strategic Planning, Integrated Marketing, Investments, Securities, Asset Allocation, Financial Markets, Asset Management
Education
Emory University 1983 — 1987
Bachelor of Arts (B.A.)
TransFirst June 2013 - Present
James Madison University August 2012 - March 2013
Boys and Girls Club Harrisonburg Rockingham County 2007 - 2011
Wachovia, A Wells Fargo Company October 2007 - December 2010
Wachovia Securities 2006 - 2007
Wachovia Bank June 2004 - June 2006
New York Life Insurance Company June 2001 - January 2004
Skills
Credit, Banking, Loans, Investments, Series 63, Small Business Lending, Retirement Planning, Financial Analysis, Real Estate, Finance, Commercial Banking, Mortgage Lending, New Business Development, Insurance, Management, Consumer Lending, Portfolio Management, Business Strategy, Small Business, Analysis, Relationship Management, Coaching, Program Management, Mergers, Risk Management, Life Insurance, Strategic Planning, Customer Service, Negotiation, Mutual Funds, Leadership, Leadership Development, Financial Services, Marketing, Asset Managment, Commercial Lending, Retirement, Budgets, Sales, Business Development, Business Planning, Training, Asset Management
Education
Excelsior College 2000 — 2001
B.S., Linguistic Studies
Liberty University 2010 — 2012
Masters, Business Administration
mcgarrybowen August 2014 - Present
iCrossing / Hearst Corporation January 2013 - August 2014
iCrossing / Hearst Corporation December 2011 - January 2013
Newmark Grubb Knight Frank June 2009 - December 2011
New York Life Insurance Company May 2008 - August 2008
NBC Universal May 2007 - August 2007
Skills
Social Media Marketing, Digital Marketing, Social Media, Facebook, Marketing, Marketing Strategy, Online Marketing, Google Analytics, Social Networking, Digital Media, Integrated Marketing, PowerPoint, Microsoft Office, Analytics, Strategy, Blogging, New Media
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Marketing & Consulting and Venture Management
New York Life Insurance Company April 2012 - Present
Skills
Insurance, Financial Services, Microsoft Excel, Creative Writing, Editing, Employee Benefits, Microsoft Office, Analysis, Outlook
Education
Emerson College 2012 — 2016
Publishing and Writing
Southern New Hampshire University 2006 — 2010
B.A., English Language & Literature
Douglas High School
New York Life Insurance Company September 1986 - Present
New York Life Insurance Company August 1986 - Present
Skills
Insurance, Annuity Sales, Licensed Life Insurance..., Retirement Planning, 401 (k) Rollover, Investment, LUTCF, Protection...
Education
Emporia State University 1975 — 1978
BSE, Biology
Pratt Community College 1973 — 1975
Associate of Science (AS), Biology/Biological Sciences, General
US Army August 2014 - January 2015
New York Life Insurance Company 2015 - 2015
New York Life Insurance Company 2015 - 2015
New York Life Insurance Company 2015 - 2015
CSF2 June 2010 - July 2014
Skills
Annuity Sales, Assett Protection, Business Insurance..., Business Planning, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Estate Planning, Fixed Annuities, Gifting Strategies, Grandchild Gifting, Key Person Protection, Legacies, Legacy Planning, Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection Planning, Family Security, Retirement, Retirement Income..., Retirement Planning, Risk Management, Small Business, Universal Life, Wealth Preservation..., Wealth Transfer..., Whole Life Insurance, Relationship Building, Business Development, Business Networking, Communication, Creative Problem Solving, Public Speaking, Team Leadership, Account Management, Time Management, Team Motivator, Long-Term Care Insurance, Team Building, Strategy, LGBT Planning, Teamwork
Education
Excelsior College 2013 — 2015
Liberal Arts and Sciences, General Studies and Humanities
Franklin University 2007 — 2009
Management Information Systems, General
The Depository Trust & Clearing Corporation 2015 - Present
New York Life Insurance Company May 2014 - Present
Elon University 2014 - 2015
America Reads February 2013 - 2015
Buchbinder & Warren, LLC May 2013 - December 2013
Edgemont Day Camp June 2009 - August 2012
Tuscany Cafe January 2009 - December 2011
Skills
Finance, Financial Accounting, Microsoft Office, Microsoft Excel, Microsoft Acces, Financial Analysis, Business, Business Communications, Italian languages, Business Law, Social Networking, Social Skills, Public Speaking, Critical Thinking, Facebook, Microsoft Word, SAS, SAS programming, Management, Community Outreach, Customer Service, Property Management, Social Media, PowerPoint, Access, Research, Event Planning
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
Finance, Cum Laude
Accademia Europea di Firenze 2013 — 2013
Semester Abroad in Florence, Italy
Convent of the Sacred Heart 2008 — 2011
New York Life Insurance Company May 2012 - Present
Various Puget Sound Community Papers March 2011 - June 2011
Retail Management Program September 2010 - June 2011
Retail Management Program Student Association September 2010 - June 2011
Guess? August 2008 - October 2010
Skills
Blogging, Social Media, French, Arabic, Writing, Communication
Education
University of Washington 2009 — 2011
Journalism, Retail Management, French
Everett Community College
Associate of Arts, and Sciences
Zeigler & Associates December 2013 - Present
New York Life Insurance Company 2008 - March 2013
Home Helpers 2007 - 2009
American Axle 1993 - 2006
Skills
Long Term Care, Annuities, Mutual Funds, Small Business, Retirement Planning, Insurance, Retirement, Investments, Employee Benefits, Estate Planning, Financial Planning, Problem Solving, 401k, Disability Insurance, Finance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Strategic Financial..., Term Life Insurance
Education
University at Buffalo
Erie Community College
New York Life Insurance March 2000 - Present
New York Life Insurance Company March 2000 - Present
Skills
Annuities, Long Term Care, Health Insurance, Retirement Planning, Financial Planning, Disability Insurance, Insurance, Investments, Risk Management, Business Planning, Estate Planning, Mutual Funds, Wealth Management, Pensions, Strategic Planning, Strategic Financial..., Fixed Annuities, Long-term Care, Loans, Mortgage Lending, Variable Annuities, Retirement, Financial Services, Life Insurance, Long Term Care Insurance, Series 6, IRAs, Series 7, Series 63, Buy-sell Agreements
Education
Emporia State University 1989 — 1993
BS, FINANCE
Lincoln Financial Group November 2012 - Present
AXA Equitable August 2011 - November 2012
The Hartford May 2006 - August 2011
New York Life Insurance Company October 2005 - April 2006
Merrill Lynch 2003 - 2005
Skills
Retirement, Retirement Planning, Mutual Funds, Series 6, 401k, Series 63, Investments, Sales, New Business Development, Asset Allocation, Business Development, Relationship Management, Defined Contribution, Qualified Retirement...
Education
Fairfield University 2001 — 2005
B.S., Marketing
St.Joseph Regional High School 1997 — 2001
The Legend Group December 2014 - Present
ProEquities May 2012 - May 2014
Wells Fargo Advisors January 2010 - January 2012
The Hartford Life Insurance Co. October 2005 - December 2009
New York Life Insurance Company January 2005 - September 2005
Thrivent Financial for Lutherans October 2001 - January 2005
Skills
Retirement Planning, Wealth Management, Long Term Care Insurance, Wealth Accumulation..., Multi-generational..., Intergenerational...
Education
Eureka College 1993 — 1995
Bachelor of Arts (B.A.) Education - History
New England Revolution February 2013 - Present
New York Life Insurance Company November 2012 - February 2013
The Hit Quarters Sport Training Facility June 2011 - February 2013
Boston University Athletic Department August 2011 - December 2011
Quabbin Regional High School December 2009 - January 2010
Skills
Coaching, Team Leadership, Sales, Event Management, Operations Management, Social Networking
Education
Endicott College 2009 — 2012
Bachelors of Science, Sport Management
New York Life Insurance Company May 2015 - Present
Elevation Burger December 2014 - June 2015
Longhorn Steakhouse November 2012 - May 2014
Olive Garden November 2007 - November 2012
Skills
Restaurant Management, Hospitality Management, Customer Service, 401k Rollovers, Asset Protection, Life Insurance..., Wealth Preservation..., Income Protection, Estate Planning, Annuity Sales, Problem Solving, Retirement Planning
Education
Erie Community College 2006 — 2008
Associate's degree, Business Administration and Management, General
Hamburg High School 2000 — 2005
High School Diploma, General Studies
Hilbert College
Bachelor's degree, Busines Administration
New York Life Insurance Company agentNew York Life Insurance CompanyR &D DesignLG Electronics1991 - 1997
Education
이화여자대학교 / Ewha Womans University 1985 — 1989
Bachelor of Arts (B.A.), Interior Design
New York Life Insurance Company March 2015 - Present
Stryker Martial Arts Inc. October 1999 - June 2015
Skills
Strategic Planning, Leadership, Coaching, Team Building, Public Speaking, Leadership Development, Life Insurance..., Creative Problem Solving, Guaranteed Lifetime..., Marketing, Social Media, Sales, Management, Customer Service, Project Management, Small Business, Microsoft Office, Account Management
Education
Fairfield University 1997 — 2001
BS, Marketing
Greens Farms Academy 1993 — 1997
New York Life Insurance Company October 2012 - Present
New York Life Insurance Company November 2010 - November 2012
Wells Fargo June 2007 - November 2010
Mutual of America Securities Corporation January 2006 - June 2007
New York Life Insurance Co. (NYL) June 2004 - January 2006
Skills
Retirement Planning, Wealth Management, Investments, Business Development, Negotiation, Public Speaking, Treasury, Market Planning, Retirement, Series 63, Series 6, Mutual Funds, Strategic Financial..., Asset Management, Financial Services, Strategy, Asset Allocation, Business Planning, Leadership, Insurance, Alternative Investments, Business Strategy, Relationship Management, Employee Benefits, Wealth Accumulation, Life Insurance, Portfolio Management, Securities, Fixed Annuities, CRM, Banking, Estate Planning, Finance, Investment Advisory, Credit, Financial Markets, Investment Strategies, Financial Planning
Education
Fairfield University 2000 — 2004
Bachelor's, Economics, Politics
Rice 1996 — 2000
New York Life Insurance Company May 2015 - Present
Robert Half Legal May 2014 - April 2015
Davis & Associates, LLC December 2013 - May 2014
David E. Maglio & Associates, P.C. January 2012 - May 2014
NewWave Boston Real Estate June 2012 - August 2012
Law Department for City of Boston September 2011 - November 2011
Elon University Poll February 2009 - May 2009
Skills
Legal Writing, Legal Issues, Westlaw, Sales, Strategy, Litigation, Analysis, Editing, Legal Research, Depositions, Trials
Education
Suffolk University Law School 2010 — 2013
JD
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Bachelor of Science (BS), Business Administration and Management
Elon University
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company May 2013 - August 2013
Discovery Communications June 2012 - August 2012
Godiva Chocolatier May 2011 - August 2011
Windward Lake Club May 2009 - August 2011
Skills
Customer Service, Great Personality, PowerPoint, Microsoft Office, Sales, Microsoft Excel, Budgets, Management, Finance, Time Management, Access, Microsoft Word
Education
Elon University 2010 — 2014
Bachelor of Science (BS), Accounting
King's Ridge Christian School 2001 — 2010
New York Life Insurance Company October 2012 - February 2014
Blue Dish Cafe May 2011 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Management, Insurance, Fixed Annuities
Education
Essex County College
Computer Science
New York Life Insurance Company January 2015 - Present
Pacific Propeller International, LLC June 2011 - Present
US Navy June 1997 - June 2011
Skills
Maintenance & Repair, Military Experience, Military Aviation, Military Operations, Flight Safety, Marketing, Team Building, Customer Service, Project Management, Presentations, Economics, Military Logistics, Public Speaking, Strategic Planning, Management, Microsoft Office, Program Management, Leadership, Flight Mechanics, Accounting, Supervisory Skills, Quality Management, Computer Proficiency, Aviation Law, Aviation Regulations, Mathematics, Research, Saving for Education, Estate Planning, Gifting Strategies, Income Protection, Key Person Protection, Legacies, Licensed to Sell..., Life Insurance, Term Life Insurance, Permanent Life Insurance, Personal Finance, Protection Planning, Retirement Planning, Retirement Income..., Small Business, Succession Planning, Wealth Preservation..., Multi-generational...
Education
Embry Riddle Aeronautical University-Worldwide 2011 — 2013
Bachelor of Science (BS), Aeronautics/Aviation/Aerospace Science and Technology, General
Zillow November 2014 - Present
Junior League of Seattle August 2014 - Present
New York Life Insurance Company November 2013 - October 2014
Gameday Auction June 2011 - December 2013
AC Model & Talent June 2012 - August 2013
Playing For Kickz Non-Profit June 2011 - August 2013
Columbia Sportswear July 2012 - September 2012
Dixon Golf and Dixon Charities June 2012 - September 2012
JPromotions & Events August 2008 - August 2011
City of Everett, WA January 2010 - September 2010
Skills
Marketing, Social Media Marketing, Sales, Leadership, Management, Public Speaking, Networking, Small Business, Teamwork, Training, Team Leadership, Life Insurance, Retirement Planning, Building Relationships, Business Development, Communication, Risk Management, Business Networking, Customer Satisfaction, Marketing Communications, Marketing Strategy, Annuity Sales, Relationship Marketing, 401k Rollovers, Business Insurance..., Charitable Giving, Relationship Management, Sales Process, Sales Management, Social Networking, Insurance, Customer Service, Social Media, Events Coordination, IRA Rollovers, Key Person Insurance, Marketing Management, Buy-sell Agreements, Event Planning, Charities, Relationship Building, Event Marketing Strategy, Supplements to Employee..., Team Motivator, Long-term Customer..., Public Relations, Communications, Business Strategy, Event Management, Mentoring
Education
Central Washington University 2010 — 2013
Bachelor of Science, Mathematics, Pre-Physical Therapy
Everett Community College 2008 — 2009
Associates, Arts & Sciences
Marysville-Pilchuck High School 2005 — 2008
Georgia Power Company May 2015 - Present
Self-Employed October 2012 - Present
Georgia Power Company August 2014 - May 2015
Kidd for Georgia, Inc. November 2013 - March 2014
Law Offices of Douglas T. Kidd, P.C. June 2013 - March 2014
New York Life Insurance Company June 2013 - March 2014
Daughtry Law Office September 2012 - October 2012
Parks White for District Attorney June 2012 - July 2012
Superior Court of Georgia, June 2011 - May 2012
John Stephen Jenkins, Attorney at Law June 2010 - July 2010
Education
Liberty University 2009 — 2011
Juris Doctor
Florida Coastal School of Law 2008 — 2009
law
Emmanuel College 2003 — 2007
Bachelor of Arts, Pre-Law
Carissa Desiderato Fitness February 2013 - Present
Carissa Desiderato Fitness February 2012 - Present
Farmington Jewelers LLC January 2010 - Present
The Study Hall January 2009 - Present
StudentCity.com September 2014 - December 2014
YMCA of the North Shore January 2014 - December 2014
New York Life Insurance Company June 2013 - August 2013
Skills
Advertising, Microsoft Word, Microsoft Office, PowerPoint, Social Media, Social Networking, Microsoft Excel, Facebook, Public Speaking, Time Management, Teamwork
Education
Endicott College 2011 — 2016
Bachelor of Science (BS), Business Administration and Management, General
Endicott College 2011 — 2015
Bachelor of Science (BS), Business Administration/Marketing
Northwest Catholic High School
Diploma
New York Life Insurance Company December 2009 - Present
Eiger Vision Corporation December 2002 - September 2009
Yogurt Store1995 July 1995 - September 1997
Education
Ewha Womans University
BS, Health and Wellness, General
Pace Communications September 2015 - Present
Live Oak Communications February 2015 - Present
Elon University June 2014 - Present
New York Life Insurance Company June 2015 - August 2015
Mainstage Travel October 2014 - December 2014
A man A plan A canal June 2013 - August 2013
The Hotel Cafe June 2013 - August 2013
Skills
Social Media, Photography, Microsoft Office, People Skills, Organizational..., Strategic Leadership, AP Style, Public Speaking, Writing, Public Relations, Photoshop, Research, Competitive, PowerPoint, Facebook, Newsletters, Microsoft Word, Social Networking, Leadership
Education
Elon University 2012 — 2016
Bachelor's Degree, Strategic Communications, Minor in Business Administration
Eastside High School 2008 — 2012
International Baccalaureate
New York Life Insurance Company May 2015 - Present
SeaChange April 2007 - January 2015
SeaChange International April 2007 - January 2015
Nielsen Media Research 2001 - 2007
AT&T August 2000 - February 2001
Cox Communications December 1998 - August 2000
Skills
VOD, IPTV, Broadband, Product Management, Telecommunications, Professional Services, Digital Video, Interactive TV, Streaming Media, Strategic Partnerships, Digital TV, Management, Cable Television, Video, MPEG, Set Top Box, IP, Solution Selling, Digital Media, Satellite, Ethernet, Integration, Mobile Devices, Broadcast, Product Marketing, VoIP, Broadcast Television, New Media, TCP/IP, Sales, Account Management, Sales Management, Negotiation, Content Management, Technical Presentations, Cloud Applications, OTT, Presenting to Senior..., Collaborative Problem..., Key Account Development, Personal Finance, Asset Protection, Estate Planning, Life & Health Insurance..., Retirement Planning, Income Protection, Risk Management, Wealth Management, Wealth Preservation
Education
Emerson College 1992 — 1996
B.S., Television
Emerson College 1992 — 1996
Bachelor's degree, Television
EY 2015 - Present
New York Life Insurance Company May 2014 - August 2014
Camp Robindel June 2013 - August 2013
Boston Car Service, Boston Cab Dispatch June 2012 - August 2012
Abroad101 May 2012 - May 2012
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (BBA)
Universidad Pontificia Comillas 2014 — 2014
Weston High School 2008 — 2012
New York Life Insurance Company June 2006 - Present
The Segal Company March 2004 - May 2006
Aon Hewitt July 2000 - June 2004
Skills
Fellow of Society of...
Education
Fairfield University 1996 — 2000
Bachelor of Science (BS), Mathematics and Economics
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company November 2012 - March 2014
AXA June 2009 - November 2012
Skills
Business Development, Life Insurance, Retirement Planning, Investments, Insurance, Strategic Financial..., Financial Services, Mutual Funds, Retirement, Financial Planning, Finance, Leadership, Wealth Management, Customer Service
Education
Fairfield University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
New York Life Insurance Company June 2009 - Present
Verity Institute September 2007 - May 2009
Iron King Exercise Equipment September 2006 - June 2007
Skills
Piano, Public Speaking, Windows, Microsoft Office, Project Management, Technical Support, Networking, Research, Customer Service, Programming, Leadership, Team Leadership, Microsoft Excel, Team Building, Social Media, Time Management, Training, Editing
Education
Excelsior College 2008 — 2009
Bachelor of Science
Verity Institute 2007 — 2009
Bachelor of Science (through Excelsior College)
MassMutual Financial Group April 2009 - Present
Eagle Strategies LLC April 1992 - April 2009
New York Life Insurance Company 1992 - 2009
Skills
Retirement, Securities, Strategic Financial..., Estate Planning, Retirement Planning, Financial Advisory, Insurance, Small Business Lending, Asset Management, Mergers & Acquisitions, Finance, Financial Services, Employee Benefits, IRAs, Wealth Management, Financial Planners, Mutual Funds, Series 7, Life Insurance, 401k
Education
Northeastern University 2014 — 2016
Master's Degree, Taxation
AJI Network 2004 — 2006
University of Phoenix, Fountain Valley 1988 — 1991
BSBA, Business Administration
Embry-Riddle Aeronautical University 1979 — 1981
New York Life Insurance Company March 1990 - Present
Skills
Asset Management,..., Motivational Speaker, Personality Style..., Life Insurance,...
Education
American Collage
MSFS, Advanced Financial Planning
Emory University
Payne Financial Strategies, Inc. August 1994 - Present
Lyndon investments, LLC January 2000 - Present
New York Life Insurance Company August 1994 - Present
NYLIFE Securities LLC December 1994 - Present
Skills
Sales, Strategic Planning, Marketing, Team Building, Customer Service, Budgets, Finance, Business Development, Health Insurance, Staff Development, Small Business, Organizational..., Conflict Management, Public Speaking, Market Research, Hunting, Retirement Planning, Insurance, Life Insurance, Retirement, Employee Benefits, Financial Services, Investments, Securities
Education
American college 1994 — 2013
LUTCF, Life insurance
Wichita State University 2008 — 2010
specialty program of study, Financial Planning
Emporia State University 1990 — 1992
M.S., Rehabilitation Counseling
Emporia State University 1986 — 1990
BA, Rehabilitation Programs
Burlington High School
Burlington High School
The corporation fr long term care certification, inc.
CLTC, certified long term care, Critical care planning and insurance planning
New York Life Insurance Company 2009 - Present
Eigervision Corporation 2002 - 2009
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Long-term Care, Term Life Insurance, Retirement, Insurance, IRAs, Whole Life, Long Term Care Insurance, Estate Planning, Licensed in Long Term..., Financial Planners, 401k, Health Insurance, Finance
Education
Ewha Women's High School
이화여자대학교 / Ewha Womans University
Bachelor of Applied Science (B.A.Sc.), Public Health
New York Life Insurance Company October 2011 - Present
Huckstep & Associates, LLC October 2010 - October 2011
Enterprise Rent-A-Car March 2002 - August 2010
Skills
Account Management, Sales, Sales Management, Sales Process, Management, Customer Service, Business Development, Cold Calling, Customer Satisfaction, Direct Sales, Forecasting, Leadership, Marketing, Marketing Strategy, New Business Development, Sales Presentations, Team Building, Team Leadership
Education
Evangel University 1996 — 2000
Business Administration
State Street June 2015 - Present
New York Life Insurance Company September 2014 - December 2014
Endicott College January 2012 - November 2014
Country Club of Troy June 2011 - August 2013
AXA Advisors December 2012 - January 2013
United Group of Companies December 2011 - January 2012
Frear Park Municipal Golf Course June 2010 - September 2010
Skills
Microsoft Excel,..., PowerPoint, Microsoft Excel, Finance, Financial Accounting, Microsoft Word, Financial Analysis, Financial Reporting, Teamwork, Management, Leadership, Time Management, Peer Tutoring, Facebook, Marketing
Education
Endicott College 2011 — 2015
Bachelor of Science, Business Administration - Finance, 3.88
NYU Hospital for Joint Diseases July 2014 - Present
Flywheel Sports January 2013 - June 2013
Alpha Epsilon Pi January 2011 - May 2013
New York Life Insurance Company May 2012 - August 2012
Emory University August 2011 - January 2012
Brant Lake Camp June 2008 - August 2010
Skills
Fundraising, Nonprofits, Public Speaking, Research, Community Outreach, Event Planning, PowerPoint, Microsoft Office, Data Analysis, Microsoft Excel, Public Health, Healthcare
Education
The University of Connecticut School of Medicine 2013 — 2017
Emory University 2009 — 2013
Bachelor of Science (B.S.), Neuroscience and Behavioral Biology
Staples High School 2005 — 2009
New York Life Insurance Company November 2012 - Present
New York Life Insurance Company June 2011 - November 2012
New York Life Insurance Company July 2009 - June 2011
Skills
Investments, Mutual Funds, Securities, Wealth Management, Retirement Planning, Portfolio Management
Education
Emory University 2006 — 2009
Bachelor of Arts (BA), Economics
Tulane University 2005 — 2006
Southern Methodist University 2005 — 2005
Stearns Bank N.A. September 2015 - Present
NYLIFE Securities LLC February 2015 - September 2015
New York Life Insurance Company November 2014 - September 2015
Citywide Banks June 2005 - August 2014
KJB, Investments, LLC May 2005 - June 2009
Commercial Federal Bank / Bank of the West June 1995 - June 2005
Baessler Construction January 1993 - July 1995
Blockbuster Video March 1989 - June 1994
Skills
Financial Analysis, Investments, Sales, Management, Leadership, New Business Development, 401k Rollovers, Annuity Sales, Asset Protection, Business Succession..., Long-term Care, Legacy Planning, Estate Planning, Retirement Income..., Lifetime Income..., Personal Finance, Life Insurance..., Employee Benefits, Mutual Funds, Retirement, Team Building, Insurance, Financial Services, Securities, Financial Planning, Marketing Strategy, Real Estate Transactions, Sales Management, Small Business, Finance, Real Estate, Banking, Contract Negotiation, Loans, Portfolio Management, Mortgage Lending, Commercial Real Estate, Loan Origination, Underwriting, Residential Homes, Credit, Customer Service, Commercial Lending, Credit Analysis, Risk Management, Real Estate Development, Investment Properties, Budgets, Commercial Banking, Small Business Lending
Education
University of Northern Colorado 1990 — 1995
Bachlor of Science, Finance
Embry-Riddle Aeronautical University 1986 — 1988
Aeronautics
Crunchbutton September 2014 - April 2015
Iroko Pharmaceuticals, LLC June 2014 - August 2014
New York Life Insurance Company June 2013 - August 2013
Office of Senator Vincent Hughes May 2013 - July 2013
Mayor's Office, City of Covington January 2013 - April 2013
PennEnvironment May 2012 - June 2012
Skills
Research, Policy Analysis, Stata, International Relations, Microsoft Office, Social Media, Creative Writing, Editing, Community Outreach, International Policy, PHP, Strategy Implementation, Blogging, Adobe Creative Suite, Microsoft Excel, Financial Analysis, Financial Accounting
Education
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Economics
Metro Scanning January 2008 - Present
Metropolitan Transit Authority (New York City) March 2006 - August 2008
Montifiore Medical Center March 2000 - April 2005
New York Life Insurance Company March 1997 - February 1999
Barclays Capital, New York City August 1995 - November 1997
Alliance Capital Management, New York City 1993 - 1995
Lehman Brothers, New York City 1991 - 1993
Dow Jones & Company, Inc, New York City 1990 - 1991
Equitable Life Insurance Company 1988 - 1990
Westinghouse Electric Corporation January 1979 - January 1984
Education
New Jersey Institute of Technology 1975 — 1979
bsee, Engineering
Essex County College 1970 — 1975
as engineering, engineering
New Jersey Institute of Technology
BSEE, Electrical engineering power systems
Wenner Media May 2015 - Present
Thomson Reuters April 2013 - May 2015
Rockwood Search Associates April 2012 - March 2013
New York Life Insurance Company February 2009 - April 2012
XE Capital Management October 2007 - October 2008
Allegis Group Services June 2007 - October 2007
CBS Television Distribution April 2006 - March 2007
42West September 2005 - April 2006
Skills
Recruiting, Onboarding, Applicant Tracking..., New Hire Orientations, Talent Acquisition, Executive Search, Technical Recruiting, Human Resources, College Recruiting, Social Networking, Sourcing, AIRS trained, Communication, Public Speaking, Writing, Management, Strategic Planning, Succession Planning, Training, Leadership Development, Employee Benefits, Marketing, Contract Recruitment, Leadership
Education
Emerson College 2001 — 2005
Bachelor of Arts, Major: Media Studies Minor: Art History
Universitat de Barcelona 2004 — 2004
Intensive Spanish Language and Culture Program
Marymount High School 1997 — 2001
Recruitment Rocket September 2014 - Present
Screenvision April 2012 - September 2014
Appreciation Events March 2011 - April 2012
New York Life Insurance Company February 2009 - March 2012
Quebecor World June 2007 - September 2009
DB Hess Company January 1994 - June 2007
Skills
Lead Generation, Sales Management, Sales Force, Microsoft CRM, Act, Integrated Marketing, Social Networking, Sales, Marketing, Cold Calling
Education
Emerson College
Bachelor's degree, Communications
New York Life Insurance Company June 2014 - Present
State Street February 2008 - February 2014
State Street November 2006 - February 2008
State Street July 2001 - November 2006
Skills
Mutual Funds, Equities, Fixed Income, Risk Management, Relationship Management, Account Management, Portfolio Management, Training, Finance, Bonds, Asset Management, Investment Management, Asset Protection, Buy-sell Agreements, Customer Service, Education Funding..., Grandchild Gifting, Income Protection, Legacies, Life Insurance, Retirement Planning
Education
Emmanuel College 1998 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Kinyon-Campbell Business School 1997 — 1998
Certificate, Professional Office Specialist
New York Life Insurance Company September 2015 - Present
Voya Investment Management May 2011 - September 2015
NAI Brannen Goddard November 2006 - May 2011
Ackerman & Co. January 2005 - November 2006
Cohen Milstein Sellers & Toll PLLC September 2002 - November 2004
Education
Emory University - Goizueta Business School
MBA, Finance/Real Estate
University of Virginia
BA
Wells Fargo January 2013 - Present
New York Life Insurance Company August 2012 - August 2013
AT&T July 2011 - July 2012
Skills
Sales, Finance, Consumer Lending, Life Insurance, Licensed Life & Health..., Customer Service, Leadership, Microsoft Excel, Microsoft Office, Research, Team Building, PowerPoint, Social Networking, Analysis, Aviation
Education
Embry-Riddle Aeronautical University 2006 — 2011
Bachelor of Science (B.S.), Aviation Business Administration
New York Life Insurance Company February 2014 - Present
MetLife, Inc. December 2009 - November 2012
Endurance Specialty Insurance Ltd. 2002 - 2008
Zurich Financial Services 1997 - 2002
Alexander & Alexander, Inc. 1992 - 1996
Gulf Insurance 1990 - 1992
National Union Fire Insurance Co 1988 - 1990
Prudential Bache Securities Corp. 1987 - 1988
Skills
Six sigma, Insurance, Underwriting, Brokers, Risk Management, Claims, Professional Liability, Liability, Strategic Planning, D&O, Negotiation, General Insurance, New Business Development, Property & Casualty..., Risk, Analysis, Financial Institutions, Mortgage Impairment, FI Bonds, Surety Bonds, Network Security &..., Master Global and Local..., Portfolio Management, Facultative Reinsurance, Captives, Training & Development, Thought Leadership, Operational Excellence, M&A due diligence, Coaching, Performance Management, Consultancy, Innovation Development, Financial Risk, Claim, Employee Benefits, Finance, Employment Practices..., Casualty, Claims Management, Commercial Insurance, Due Diligence, Casualty Insurance, Employee Training, Excess, Legal Liability, Six Sigma
Education
Emory University - Goizueta Business School 2003 — 2005
Masters of Business Administration
Wheaton College 1983 — 1987
Bachelor of Arts (B.A.)
Prudential Financial March 2014 - Present
New York Life Insurance Company February 2013 - March 2014
New York Life Insurance Company March 2011 - January 2013
New York Life Insurance Company September 2009 - March 2011
New York Life Insurance August 2007 - September 2009
Maersk Line March 2006 - July 2007
Skills
Financial Analysis, Valuation, Forecasting, Equities, Business Analysis, Economics, Enterprise Software, Financial Services, SDLC, Business Intelligence, Portfolio Management, Finance, Process Improvement, Strategy, Vendor Management, Analysis, Investment Banking, Risk Management, Financial Markets, Strategic Financial..., Management Consulting, Financial Modeling, Fixed Income, Derivatives
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance, Financial Instruments and Markets
Rutgers, The State University of New Jersey-Newark 2004 — 2006
B.A., Economics, Information Systems
Essex County College 2001 — 2004
Associates, Computer Science
Van Eck Global Market Vectors ETFs September 2012 - Present
New York Life Insurance Company August 2000 - July 2012
Skills
Product Management, FINRA, Product Development, Project Management, Digital Marketing, Securities Regulation, Microsoft Excel, PowerPoint, InDesign, Insurance Law, Contract Negotiation, Competitive Analysis, Relationship Management, Insurance
Education
Emory University 1985 — 1989
Bachelor's degree, History
New York Life Insurance Company May 2010 - Present
Morgan Stanley June 2007 - May 2010
Compliance Search 2003 - 2007
Citigroup 2003 - 2003
Russell Reynolds Associates 2001 - 2003
Skills
Recruiting, Human Resources, Strategy, Onboarding, Applicant Tracking..., Technical Recruiting, Executive Search, PeopleSoft, Sourcing, Talent Management, Leadership, Team Management, College Recruiting, Finance, Succession Planning, Interviews, Talent Acquisition, Management
Education
Fairfield University 1999 — 2003
BA, English and Communications
The Marymount School of New York 1995 — 1999
High School
Rivkin Radler LLP March 2008 - Present
Ruskin Moscou Faltischek, P.C. September 2001 - February 2008
Cantor Fitzgerald February 2000 - June 2001
New York Life Insurance Company August 1996 - January 2000
Skills
Litigation, Bankruptcy, Creditors' Rights, Mediation, Appeals, Westlaw, Arbitration, Civil Litigation, Personal Injury, Courts, Legal Writing, Commercial Litigation, Trusts, Insurance Law, Trials, Trial Practice, Legal Research, Employment Law, Torts, Corporate Law, Construction Law, Wills
Education
Saint John's University School of Law 1997 — 2001
Doctor of Law (J.D.)
Fairfield University 1992 — 1996
B.A., English, Am. Studies
Chaminade High School 1988 — 1992
New York Life Insurance Company May 1985 - Present
Skills
Cash Management, Investments, Treasury Management, Accounting, Strategic Financial...
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Finance
Fairfield University 1980 — 1984
B.S., Finance
New York Life March 2014 - Present
New York Life Insurance Company January 2012 - March 2014
New York Life Insurance Company July 2003 - December 2011
Tiffany May 2000 - January 2003
Skills
Insurance, Customer Service, Financial Analysis, Long Term Care Insurance, Insurance Regulatory, Product Marketing, Operating Systems, Fixed Annuities, Disability Insurance, Term Life Insurance, Reinsurance, Retirement Planning, Retirement, Whole Life, IRAs, Health Insurance, Series 6, Long-term Care, Brokers
Education
Fairfield University 1999 — 2003
Bachelor of Arts, English Literature and American Studies
New York Life Insurance Company September 2012 - Present
New York Life July 1998 - September 2012
Skills
Fixed Annuities, Relationship Management, Marketing, Workers Compensation, Insurance, Life Insurance, Medicare, Strategic Financial..., Litigation, Legal Liability, Investments, Liability, Mutual Funds, Structured Settlements, Settlement, Claim, Sales, Commercial Insurance, Property & Casualty..., Negotiation, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
Fairfield University 1994 — 1998
National Grid November 2009 - Present
Verint June 2008 - June 2010
Pall Corporation September 2005 - June 2008
New York Life Insurance Company 1993 - 1996
Skills
Employee Benefits, HRIS, Deferred Compensation, Performance Management, Talent Management
Education
Fairfield University 1992 — 1996
Fairfield University 1989 — 1993
BA, Economics
York Risk Services Group July 2015 - Present
Inalfa Roof Systems, Inc. - North America December 2013 - March 2015
Dycom Industries March 2012 - December 2013
J.F. Shea Co., Inc. February 2011 - March 2012
SEER Insurance Inspections January 2005 - March 2012
New York Life Insurance Company November 2008 - May 2010
Liberty Mutual February 2005 - June 2008
The Masters Network, LLC October 2002 - January 2005
MMC Group February 2002 - October 2002
Net Merchant September 2001 - February 2002
Skills
Customer Service, Team Building, Management, Budgets, Sales, Sales Management, Customer Retention, Interviews, Aviation, Strategy, E-commerce, Strategic Planning, Commercial Insurance, Licensed Life Insurance..., Insurance Adjusting, Customer Satisfaction, Time Management, Quality Assurance, Account Management, Forecasting, Inventory Management, Logistics, Purchasing, Integration, Microsoft Office, Flight Safety, Safety
Education
Embry-Riddle Aeronautical University 1989 — 1994
Bachelor's Degree, Aeronautical Science, Psychology, Flight Safety
Florida Insurance School 2009 — 2009
LIFE AND VARIABLE ANNUITIES AGENT, Life and Variable Annuities Licence
Central Florida Insurance School 2008 — 2008
Life and Annuities Agent, FL ALL LINES INSURANCE ADJUSTER
Broadpath PR January 2014 - Present
Time To Keep It Simple May 2013 - Present
Getting Your Phil July 2013 - Present
Sean M. Teaford May 2001 - Present
Broadpath PR October 2013 - December 2013
Rockwell Associates January 2013 - April 2013
Rotary Club of Bala Cynwyd - Narberth 2013 - 2013
New York Life Insurance Company 2012 - 2012
Gutenberg Communications September 2008 - December 2011
T4D, LLC April 2006 - December 2011
Skills
Writing, Creative Writing, Editing, Teaching, Social Media, Social Media Marketing, Social Networking, LinkedIn, Facebook, Twitter, Blogger, Public Speaking, Public Relations, Life Insurance, Fixed Annuities, Marketing Communications, Corporate Communications, Community Service, Jewish Studies, Genealogy, History, Research, Online Research, Journalism, Higher Education, Poetry, Travel, Photography, Business Networking, Internal Communications, Communication Skills, Strategic Public..., Social Media Consulting, Corporate Social Media, Expense Reports, Microsoft Office, BusinessWire, Factiva, Cision, HARO, Media Relations, Freelance Writing, Blogging, Books, WordPress, Newsletters, Publishing, Proofreading, Magazines, Publicity
Education
Rosemont College 2006 — 2008
MFA, Creative Writing
Endicott College 2001 — 2005
BA, English
Norwich University 2000 — 2001
N/A, History
Radnor High School 1996 — 2000
High School Diploma, N/A
Thomas Aquinas College 1999 — 1999
N/A, Liberal Arts
Halliburton July 2012 - February 2015
Halliburton June 2011 - July 2012
Halliburton July 2009 - June 2011
Halliburton May 2007 - July 2009
Halliburton May 2006 - June 2007
New York Life Insurance Company September 2005 - May 2006
Skills
Oil, Microsoft Office, Customer Relations, Oilfield, Petroleum, Onshore, Stimulation, Formation Evaluation, Drilling, Completions, Customer Service, Completion, Supervisory Skills, Directional Drilling, Petroleum Engineering, Oil/Gas, Oil & Gas, Upstream, Gas, Cement, Energy Industry, Oil & Gas Industry, Natural Gas, Energy, Pressure
Education
Emory University - Goizueta Business School 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Emory University 2002 — 2006
Bachelor's Degree, Economics, International Politics, Russian Language
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company May 2012 - August 2014
New York Life Insurance Company February 2010 - May 2012
Lincoln Financial Group September 2006 - January 2010
New York Life Insurance Company May 2005 - September 2006
Skills
Estate Planning, Retirement Planning, Investments, Wealth Management, Mutual Funds, Insurance, Series 7, Strategic Financial..., Life Insurance, Investment Advisory, Securities, Series 63, Disability Insurance, Asset Allocation, Series 6, Financial Advisory, Asset Managment, Series 65
Education
The American College 2005 — 2007
Chartered Financial Consultant, Financial Planning and Services
Fairfield University 2001 — 2005
Bachelors, Economics
SpeeDee Oil Change & Auto Service July 2014 - Present
Capitas Financial April 2003 - Present
AIG Life Brokerage August 1999 - April 2003
New York Life Insurance Company March 1996 - August 1999
Skills
Life Insurance, Retirement Planning, Sales, Insurance, Financial Planning, Customer Service, Term Life Insurance, Retirement, Fixed Annuities, Long-term Care, Estate Planning
Education
Erie Community College 1988 — 1991
AAS, Criminal Justice
AQR Capital Management August 2013 - Present
U.S. Bancorp Fund Services, LLC January 2010 - August 2013
New York Life Insurance Company May 2008 - September 2008
Skills
Hedge Funds, SDLC, Business Analysis, Business Process..., Project Management, Requirements Gathering, Visio, SQL, SharePoint, Quality Assurance, Data Analysis, Fund Accounting, Agile Methodologies, Microsoft Excel, Usability Testing, Issue Resolution, System Migration, Software Implementation, Data Warehousing, Process Scheduler, Data Validation, User Acceptance Testing, User Interface Design, Production Support, ETL, Business Requirements, Business Intelligence, IT Strategy, Trading Systems, JIRA
Education
Fairfield University 2005 — 2009
BS, Finance, Information Systems
PwC August 2014 - Present
Emory University September 2013 - May 2014
Emory Healthcare & Grady Health System September 2012 - August 2013
New York Life Insurance Company March 2009 - August 2012
VWR International (Biotechnology) January 2008 - November 2008
Skills
Healthcare, Data Analysis, Process Improvement, Project Management, Microsoft Excel, Operations Management, Financial Analysis, Strategic Planning, Revenue Cycle Management, VBA Development, Healthcare Management, Change Management, Consulting, Management, Policy, Public Health, Customer Service, Leadership, Management Consulting, Public Speaking
Education
Emory University
Master of Public Health (MPH), Health Services Management, 4.0/4.0
Emory University - Goizueta Business School
Post-MBA Healthcare Concentration
University of Tampa - John H. Sykes College of Business
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill
Bachelors, Biology, Philosophy
Regina Capital LLC December 1999 - Present
Regina Capital December 1999 - Present
Regina Family Real Estate Holdings September 1999 - Present
New York Life Insurance Company March 1989 - August 2002
Skills
Private Mortgage Lender..., Commercial Mortgages, Mortgage Lending, Loans, Loan Origination, Real Estate Financing, Real Estate, Commercial Lending, Bridge Loans, Investments, Residential Mortgages, Investment Properties, Asset Managment, Real Estate Transactions, Mortgage Banking, Refinance, Funding, FHA, Private Placements, Private Equity, Real Estate Economics, Disposition, Financial Structuring, Real Estate Development, Brokerage, Construction Loans, Commercial Real Estate, Real Estate Private..., Valuation, Due Diligence, Underwriting, Leases, Investors, Property, Portfolio Management, Marketing Strategy, Finance, Contract Negotiation
Education
Fairfield University
Master of Science (MS), Finance
Fairfield University 1978 — 1982
Bachelor's Degree, Finance
XS Brokers Insurance Agency Inc September 2014 - Present
UnitedHealthcare January 2013 - September 2014
William Gallagher Associates September 2011 - May 2012
City of Quincy May 2011 - November 2011
Health Network September 2007 - August 2011
New York Life Insurance Company January 2005 - August 2007
Skills
Employee Benefits, Healthcare, Risk, Group Benefits, Brokers, Insurance
Education
University of South Carolina-Columbia 1999 — 2003
Political Science
Emmanuel College
BS, Business Administration
Emmanuel College
Bachelor of Business Administration (BBA)
The Angeletti Group, LLC January 2013 - Present
New York Life Insurance Company February 2010 - December 2012
Joseph Environmental LLC December 2006 - January 2010
Genova Burns 2006 - 2007
Graham Curtin, P.A. 2004 - 2006
Superior Court of New Jersey 2003 - 2004
Skills
Estate Planning, Legal Writing, Commercial Litigation, Insurance, Life Insurance, Securities, Long Term Care Insurance, Civil Litigation
Education
Seton Hall University School of Law 2000 — 2003
Juris Doctorate
Fairfield University 1995 — 1999
Bachelor of Arts, English/Communications
Seton Hall Preparatory 1991 — 1995
The Guardian Life Insurance Company of America July 2010 - Present
The Guardian Life Insurance Company of America July 2011 - April 2012
Prudential Insurance Company of America April 2008 - December 2009
Phoenix Life Insurance Company September 2002 - April 2008
Massachusetts Mutual Life Insurance Company March 1996 - September 2002
Connecticut Mutual Life Insurance Company September 1995 - March 1996
The Equitable Life Assurance Society of the United States April 1989 - October 1994
Mutual Life Insurance Company of New York February 1987 - April 1989
New York Life Insurance Company September 1982 - February 1987
March of Dimes Birth Defects Foundation November 1978 - September 1982
Skills
Insurance, Compliance, Negotiation, Corporations, Marketing, Life Insurance, Product Development, Reinsurance, Corporate Governance, Risk Management, Insurance Law, Financial Services, Contract Negotiation, Claim, Corporate Law, FINRA, Mediation, Legal Liability, Series 24, Enterprise Risk..., Fixed Annuities, Liability, Legal Research, Underwriting, Licensing, Health Insurance, Arbitration, Workers Compensation, Executive Management, Due Diligence, Finance, Series 7, SEC, Claims Management, Variable Annuities, Financial Risk, Securities Regulation, Retirement Planning, Disability Insurance, Legal Compliance, Investments, Asset Management, Real Estate, Employment Law, Litigation Management, Privacy Law, Retirement, Estate Planning, Commercial Litigation, 401k
Education
Fordham University School of Law 1973 — 1977
JD
Fairfield University 1965 — 1969
BA, History
Christian Brothers Academy 1961 — 1965
College Preparatory
Private June 2010 - Present
New York Life Insurance Company November 2008 - June 2010
Education
Emmanuel College 2002 — 2005
BA, Management, Economics
NYLIFE Securities March 2014 - Present
New York Life Insurance Company January 2014 - Present
We Mean Business 2015 - 2015
We Mean Business 2015 - 2015
Olathe Chamber of Commerce 2014 - 2015
Olathe Chamber of Commerce 2014 - 2015
Olathe Chamber of Commerce 2014 - 2015
Bankers Life and Casualty Company September 2013 - December 2013
ETC Solutions January 2006 - June 2013
Skills
Asset Protection, Life Insurance, Licensed in Long Term..., Financial Services, Business Insurance..., Buy-sell Agreements, Suppliments to Employee..., Charitable Giving, Annuity Sales, Customer Service, Permanent Life Insurance, Term Life Insurance, Public Speaking, Lifetime Income..., Retirement Planning, Employee Benefits, Sales, Estate Planning, Education Funding..., Long-Term Care Insurance
Education
Emporia State University 1992 — 1996
Master's Degree, I/O Psychology
Emporia State University 1991 — 1994
Bachelor's Degree, Psychology
CDC
CDC
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company June 2007 - March 2015
RadioShack 2005 - 2006
Raymond James 2003 - 2005
Raymond James 1999 - 2003
Skills
Financial Analysis, Insurance, Estate Planning, Marketing, Finance, Financial Planning, Financial Services, Leadership, Investments, Life Insurance, Management, Standards Compliance, Legal Writing, Problem Solving
Education
Emory University
BA, Political Science
Emory University School of Law
JD, Law - Securities and Tax
New York Life March 2010 - Present
New York Life Insurance Company February 2010 - Present
D B Hess Company January 1992 - August 2007
DB Hess 1992 - 2007
Hess Print Solutions 1994 - 2001
Education
Emerson College 1969 — 1973
BS, Communications
New York Life Insurance Company July 2010 - Present
New York Life Insurance Company May 2009 - August 2009
The Hartford May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook
Education
Emory University 2006 — 2010
Bachelor of Business Administration (BBA), Finance and Management
New York Life Insurance Company Financial Services ProfessionalNew York Life Insurance Co.September 2007 - June 2010
Education
Northwestern University 2006 — 2007
Bachelors, Political Science, Economics
Elmhurst College 2005 — 2005
n.a., Political Science
Triton-College 2001 — 2003
Associates, Liberal Arts
New York Life Insurance Company January 2011 - Present
Photo Voltaic System Design June 2010 - October 2010
IBM Global Services June 1977 - March 2010
Skills
Service Delivery
Education
Pennsylvania College of Technology 1975 — 1977
Associate, Electronic Technology
Embry-Riddle Aeronautical University 1969 — 1971
A & P Mechanic License, Airframe and Powerplant
Axiome Advisors 2004 - Present
self-employed 1996 - 2004
Aetna 1993 - 1996
Mutual Benefit Life 1990 - 1993
New York Life Insurance Company 1971 - 1990
Skills
Program Management, Renewable Energy, Project Management, Energy, R&D, Strategic Planning, Sustainability, Project Planning, Analysis, Research
Education
Fairleigh Dickinson University 1975 — 1977
MBA, Management
Project Management Institute
PMP, Project Management
University of Delaware
BS, Statistics & Computer Science
New York Life Insurance Company December 2010 - Present
MedTrials, Inc. April 1997 - October 2010
Education
Evangel University 1967 — 1971
BBA, Business Administration
New York Life Insurance Company July 2013 - Present
Refugee GED Tutoring April 2009 - May 2013
New York Life Insurance Company May 2012 - August 2012
LeaderShape, Inc. July 2011 - June 2012
Oxford College of Emory University September 2008 - May 2010
Skills
Leadership, Volunteer Management, Facebook, Research, Management, Human Resources, Marketing, Talent Acquisition, Curriculum Design, Proposal Writing, Government, Grants, Tutoring, Networking, Integrated Marketing
Education
Emory University 2008 — 2013
BBA
Deloitte September 2012 - Present
Price Financial September 2010 - May 2011
New York Life Insurance Company June 2010 - December 2010
Merrill Lynch January 2010 - May 2010
Skills
Accounting, Financial Planning, Financial Analysis, Microsoft Office, SPSS, Bloomberg, Eviews, Athletic Training, Childcare, Team Leadership, Time Management, Auditing, Strategic Financial..., Mutual Funds, Investments
Education
Northeastern University Graduate School of Professional Accounting 2011 — 2012
Double Masters, Accounting and Business Administration
Fairfield University 2009 — 2011
Bachelor of Science, Finance
Union College 2006 — 2008
Bachelor of Science, Economics/Mathematics
New York Life Insurance Company October 2011 - Present
U.S.Post Office in Oakland, Ca March 1986 - May 1989
VSE Corporation 1979 - March 1983
Education
이화여자대학교 / Ewha Womans University 1975 — 1977
Northern Virginia Community College
GrooveBoston September 2012 - December 2012
Enterprise Bank & Trust May 2011 - August 2011
New York Life Insurance Company January 2010 - February 2010
Skills
Banking, Customer Service, Retail Banking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Endicott College 2009 — 2013
New York Life Insurance Company Insurance BrokerNew York Life Insurance CompanyDecember 1952 - Present
Education
Emory University
New York Life Insurance Company April 1970 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
The American College 1993 — 1996
Master of Science (MS), Financial Services
Erie Community College
Associate's degree, Mechanical Engineering/Mechanical Technology/Technician
Zurich Global Life North America March 2015 - Present
Imperial Premium Financing Services September 2013 - March 2015
New York Life Insurance Company June 2010 - September 2013
Coca-Cola Enterprises March 2007 - June 2010
Skills
Business Analysis, Process Improvement, Visio, Access, SDLC, Vendor Management, Insurance, Project Management, Analysis, Management, Business Intelligence, Business Process...
Education
Emporia State University 1999 — 2006
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company September 2004 - Present
New York Life Insurance Company February 1980 - August 2004
Skills
Customer Service, Strategic Planning, Claims Management, General Securities..., Life Insurance, Disability Insurance, Health Insurance, General Securities..., Project Management, Business Process..., Process Optimization, Call Centers, Variable Annuities, Quality Management, Procedure Development, Risk Management
Education
Fairfield University 1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature, General
Self-employed August 2013 - Present
New York Life Insurance Company March 2008 - December 2011
Education
Essex County College
New York Life Insurance Company June 2014 - Present
Education
University of Baltimore 1996 — 1999
Human Services, General
Essex Community College 1993 — 1995
AA Mental Health
LaBonne's Markets May 2015 - August 2015
Lone Oak Campsites July 2010 - August 2015
New York Life Insurance Company December 2014 - January 2015
Sikorsky Financial Credit Un July 2013 - June 2014
Skills
Teller Operations, Marketing, Customer Service, Microsoft Office, Microsoft Word, Time Management, Social Media, Sales
Education
Endicott College 2014 — 2018
Endicott College 2014 — 2018
Finance, General