New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
NYU School of Medicine September 2014 - Present
NYU School of Medicine June 2012 - September 2014
New York Life Insurance Company August 2011 - May 2012
Stony Brook University February 2011 - May 2011
Campus Residences August 2010 - May 2011
Stony Brook University Medical Center October 2009 - May 2011
Supreme Parking for Ritz Carlton Hotel April 2009 - January 2011
American Transit July 2008 - September 2008
Education
NYU Robert F. Wagner Graduate School of Public Service 2014 — 2017
Master's Degree, Health Policy and Management
Stony Brook University 2009 — 2011
Bachelor of Science, Health Science
Stony Brook University International 2010 — 2010
Bachelor of Science (B.S.), Study Abroad - Rome, Italy
Hofstra University 2007 — 2009
Health Science
Ameriprise Financial Services, Inc. September 2014 - Present
3M January 2014 - Present
UPS October 2013 - January 2014
Allina Health May 2007 - July 2012
Delphax Technologies September 2005 - January 2007
American Express December 1999 - May 2005
New York Life Insurance Company October 1998 - December 1999
Skills
Healthcare, Hospitals, Medical Terminology, Epic Systems, HIPAA, Healthcare Information..., Patient Safety, Clinical Research, Administrative..., Data Entry, Executive Support, Salesforce.com, Payment Card Processing, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Access Database, Kronos Timekeeping, Concur, Telephone Skills, SharePoint
Education
Academy College
Certification, Computer/Business
Herzing University-Minneapolis
Medical/Business Adminstration
Lord Financial Consulting February 2010 - Present
New York Life Insurance Company January 2011 - May 2012
Morgan Stanley Smith Barney November 1998 - February 2010
Merrill Lynch October 1981 - November 1998
Skills
Discovery, Financial Analysis, Process Implementation
Education
Hillsdale College 1973 — 1977
BLS, Economics and Business Administration
RI Real Estate Services January 2013 - Present
Staples Business Advantage October 2010 - August 2012
New York Life Insurance Company July 2009 - October 2010
New York Life Insurance Company January 2009 - January 2010
Shelter Harbor Golf Club January 2004 - January 2010
Skills
Sales Management, Retirement Planning, Cold Calling, Account Management, Selling, New Business Development, Direct Sales, Sales, Business Development, Sales Operations, Negotiation, Contract Negotiation, Lead Generation, Marketing Strategy, Key Account Management
Education
HIGH POINT UNIVERSITY, Phillips College of Business 2005 — 2009
Bachelor of Science, Business Administration – Marketing
High Point University 2005 — 2009
Business Administration, Marketing Concentration, Sales Minor
New York Life Insurance Company June 2012 - Present
Education
University of Southern Mississippi 2010 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Holmes Community College 2005 — 2008
New York Life Insurance Company April 2014 - Present
Petit at The Royal Hawaiian February 2013 - December 2013
American Eagle Outfitters October 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management
Education
Hawaii Pacific University 2009 — 2013
Bachelor of Science Business Administration, International Business
National Life Group January 2015 - Present
New York Life Insurance Company December 2013 - December 2014
WCBS Radio November 2010 - October 2013
Turner Broadcasting 1993 - 2003
Skills
Sales, Marketing, Direct Sales, Selling, People Skills, Account Management, New Business Development, Public Relations, Marketing Strategy, Lead Generation, B2B, Entrepreneurship, Strategic Partnerships, Strategy, Brand Management, Creative Direction, Relationship Marketing
Education
George Washington University
Bachelor's Degree, English
Hofstra University
B.A., English, Education
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company December 2011 - October 2014
New York Life Insurance Company June 2010 - December 2011
New York Life Insurance Company July 2005 - May 2010
Medical Education Broadcast Network January 2004 - March 2005
Hachette Filipacchi Media May 2002 - December 2004
Time Inc. April 1997 - December 1999
Gruner+Jahr USA Publishing 1993 - 1997
Times Mirror Magazines 1988 - 1993
Outdoor Life and Field & Stream magazines 1988 - 1993
Skills
Training Skills, Recruiting, Annuities, Estate Planning, Long-term Care, Insurance, Fixed Annuities, Training, 401k, Disability Insurance, Retirement Planning, Series 7, Mutual Funds, Small Business, Investments, Life Insurance, Wealth Management, Securities, Financial Services, Series 63, IRAs, Series 6, Retirement, Finance, Wealth, Strategic Financial..., Financial Advisory, Term Life Insurance, Financial Planners, Investment Advisory, Long Term Care Insurance, Asset Allocation, Investment Strategies, Variable Annuities, 401k Rollovers, Wealth Accumulation, Portfolio Management, FINRA, Bonds, Alternative Investments, Financial Planning
Education
NYU Management Institute/SCE 1991 — 1992
Diploma, Magazine Publishing
Hobart and William Smith Colleges 1978 — 1982
Bachelor of Arts/High Honors, English
Darien High School 1975 — 1978
High School Diploma
Credit Suisse July 2014 - Present
Dave Brat for Congress May 2014 - June 2014
New York Life Insurance Company July 2013 - February 2014
Haverford College August 2009 - May 2013
NXTsports May 2012 - August 2012
Haverford College September 2010 - December 2011
USDA May 2009 - August 2011
North Carolina State University June 2010 - August 2010
Skills
Economics, Research, PowerPoint, Microsoft Office, Stata, Statistics, Microsoft Excel, Public Speaking, Data Analysis, Microsoft Word, Editing, Spanish, Community Outreach, Social Media, Event Management, Marketing, Critical Thinking, Analysis, Teamwork, Leadership, Econometrics, Facebook, Time Management, Event Planning, Social Networking, Mathematica, SPSS, Higher Education, Sports, Financial Analysis, Sales, Qualitative Research, Business Intelligence..., Customer Service...
Education
Haverford College 2009 — 2013
Bachelor of Arts (B.A.), Economics
St. George's School (RI) 2006 — 2009
High School
Ameritas 2008 - Present
New York Life Insurance Company 2006 - 2008
Skills
TAX FREE RETIREMENT..., Life Insurance Needs, Disability Insurance, Retirement Planning, Estate Conservation, Education Funding, Using Annuities For..., IRA Funding, 401(k),..., Benefit Planning For..., Deferred Compensation, Executive Bonus, Buy-Sell Funding, Disability Overhead..., Group Dental, Eye Care..., Long Term Care Insurance, Health Insurance, Life Insurance, Long-term Care, Fixed Annuities, Estate Planning, Wealth, Term Life Insurance, Insurance, IRAs, Financial Planners
Education
The American College 2013 — 2015
ChFC/CFP, Chartered Financial Consultant/Certified Financial Planner
Hofstra University 2007 — 2010
Master of Health Administration (M.H.A.), Health/Health Care Administration/Management
Mount Vernon Nazarene University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Mount Vernon Nazarene University 2002 — 2006
Bachelor of Science (B.S.), Sports Administration and Management
New York Life Insurance Company August 2011 - Present
Best IT Consultants April 2009 - May 2010
Punjab Agro Juices Ltd February 2006 - May 2007
Skills
Professional Phone..., Solution Selling, Cross Selling, Strategic Financial..., Risk Management, Business Continuity..., Estate Tax Planning, Retirement Planning, Education Funding, Term Life Insurance, Permanent Life Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Computer Proficiency, Communication
Education
NYLIC University 2012 — 2012
Career Development Conference, Life Insurance Sales
University of Phoenix 2007 — 2009
Master of Business Administration (MBA), General
Panjab University 2000 — 2003
Bachelor of Laws (LL.B.), Law
Himachal Pradesh University 1998 — 2000
Master of Commerce, Business/Commerce, General
Institute of Company Secretaries of India 1998 — 2000
Company Secretary, Banking, Corporate, Finance, and Securities Law
Panjab University 1995 — 1998
Bachelor of Commerce (B.Com.), Business/Commerce, General
B&R Espresso Bar April 2013 - Present
Cornerstone Financial Group 2012 - Present
New York Life Insurance Company May 2012 - October 2012
Harborview Medical Center March 1997 - March 2012
Education
Franklin High School 1994 — 1995
General Studies
Rainier Beach High School 1991 — 1994
General Studies
Highline Community College
Pre-requisites
South Seattle Community College
Running Start
New York Life Insurance Company June 2015 - Present
Hillsdale College March 2013 - Present
Hillsdale College August 2012 - March 2013
Hillsdale College September 2011 - May 2012
Hillsdale College October 2011 - November 2011
Skills
Copy Editing, Microsoft Office
Education
Hillsdale College 2011 — 2015
Bachelor's Degree, English
TAFS, Inc. July 2015 - Present
New York Life Insurance Company September 2014 - July 2015
Blue Springs Ford Lincoln Mercury January 2011 - September 2014
United States Army Reserve December 2002 - December 2011
ADT August 2010 - January 2011
Advantage Resourcing January 2009 - May 2010
Sprint October 2007 - October 2008
Skills
Sales, Customer Satisfaction, Team Building, Marketing, Customer Retention, Retirement Planning, Licensed Life Insurance..., Strategic Planning, Account Management, Risk Management, Team Leadership, Social Media Marketing, Leadership, Sales Management, Communication, Building Relationships, Creative Problem Solving, Annuity Sales, Wealth Preservation...
Education
Heritage College-Kansas City 2004 — 2005
Associate’s Degree
McAdam Financially Advanced™ September 2015 - Present
American Capital Advance April 2015 - June 2015
New York Life Insurance Company August 2014 - February 2015
Skills
Insurance, Education Funding..., Networking, Time Management, Building Relationships, Risk Management, Social Networking, Microsoft Excel, Customer Service, Public Speaking, Microsoft Word, Social Media, Merchant Cash Advance, Research
Education
Hofstra University 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Eagle Strategies, LLC (New York Life Company) May 2015 - Present
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company December 2013 - Present
Education
Henderson Community College 2010 — 2012
Associate's degree, business
University of Southern Indiana
Bachelor of Science, Finance and Economics
New York Life Insurance Company August 2012 - Present
Self Employed September 1996 - August 2012
Bethany Christian School September 1996 - June 2011
Western & Southern Life April 1996 - September 1997
Los Angeles County Assessors Office 1992 - 1996
United Insurance Company 1986 - 1992
Skills
Licensed Life Insurance..., 401k Rollovers, Retirement Planning, Succession Planning, Estate Planning, Retirement, Key Person Protection, Insurance, Legacies, Small Business, Annuity Sales, Asset Protection, Protection..., Wealth Preservation..., Gifting Strategies, Multi-generational..., Music, Music Theory, Multi Tasking, Recording, Band, Multi-generational..., Musical Theatre, Piano, Composition, Choral, Singing, Music Education, Conducting, Ensemble, Music Industry, Music Production, Musicians, Teaching, Classroom, Curriculum Design, Dance, Pastoral Care, Public Speaking, Songwriting, Thought Leadership, Time Management
Education
Helwan University Cairo 1980 — 1984
Bachelor of Arts (B.A.), Music Pedagogy
Association of Certified Fraud Examiners (ACFE) May 2014 - Present
International Association of Crime Investigators April 2014 - Present
SunTrust Bank April 2014 - Present
Slavic American Chamber of Commerce August 2010 - Present
BrandBank (GA) May 2013 - April 2014
Wells Fargo April 2008 - May 2013
Macy's November 2004 - March 2008
New York Life Insurance Company January 2005 - January 2006
Skills
Small Business, Bilingual..., Microsoft..., Sales, Customer Satisfaction, Customer Retention, Finance, Strategic Planning, Entrepreneurship, Loans, Credit, Leadership, Marketing, Team Building, Investments, Banking, Coaching, Customer Service, Insurance, Management, Mortgage Lending, Real Estate, Retirement Planning, Social Media, Social Media Marketing, Social Networking, Start-ups
Education
University of Phoenix 2013 — 2015
Master of Science/Administration of Justice and Security, Criminal Justice and Security
University of Phoenix 2006 — 2008
Bachelor In Business Administration, Management
Heald College 2003 — 2005
Business Administration, Accounting
New York Life Insurance Company May 2015 - Present
New York Life Insurance Company April 2015 - May 2015
New York Life Insurance Company March 2010 - March 2015
New York Life Insurance Company April 2009 - March 2010
AIG August 2007 - March 2009
New York Life Insurance Company April 2003 - August 2007
New York Life Insurance Company October 2000 - April 2003
Skills
Recruiting, College Recruiting, Training, Time Management, Financial Recruiting, Interviewing
Education
Hofstra University 1997 — 2000
B.A, Business Managment, Business Administration and Management
Hofstra University 1995 — 1999
Bachelor of Business Administration (B.B.A.)
New York Life Insurance Company August 2007 - Present
New York Life Insurance Company February 2003 - August 2007
New York Life Insurance Company March 1999 - February 2003
New York Life Insurance Company June 1987 - March 1999
Skills
Managing a General..., Recruiting New &..., Training and Developing..., CLU, Retirement Planning, Management, Sales Management, Public Speaking, Strategic Planning, Building Relationships, LUTCF, Executive Management, Coaching, Team Leadership, Team Building, Talent Acquisition, Talent Management, Time Management, Leadership Development, Thought Leadership, Problem Solving, Relationship Management, Organizational..., Team Motivator, Mentoring, Hands On Leader, Financial Services, New Business Development, Recruiting, Risk Management, Small Business
Education
University of Phoenix
Master of Business Administration (MBA)
NYLIFE Securities LLC November 2007 - Present
New York Life Insurance Company November 2007 - Present
Tire Centers, LLC 1997 - 2007
Community Diagnostics 1996 - 1997
Skills
Insurance, Retirement, Estate Planning, Annuity Sales, Asset Protection, LUTCF, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., 401k Rollovers, Licensed Life Insurance..., Licensed in Long-Term..., Communication, Multi-Tasking Skills
Education
Mississippi College 1993 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Holmes Community College 1991 — 1993
New York Life Insurance Company March 2011 - Present
Seven Up / Pepsi Cola November 1981 - February 2011
Skills
Fixed Annuities, Retirement, Disability Insurance, Leadership, Term Life Insurance, Emergency Medical tech, Strategic Financial..., Investments, Financial Services, Marketing Strategy, New Business Development, Business Development, Negotiation, Employee Relations, Social Media, Whole Life, Customer Experience, Financial Risk, Long Term Care Insurance, Sales Prospecting, Sales Management, Customer Satisfaction, custom whole life, College Savings Plans, Estate Planning, Special Needs, Financial Modeling, Account Management, Retirement Savings, Cost Savings Strategies, Wealth Accumulation, Event Management, Training, Recruiting
Education
Hofstra University 1978 — 1980
Bachelor of Business Administration (BBA), General Sales, Merchandising and Related Marketing Operations
Hofstra University 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.4
Newfield
Newfield
City of New York January 2000 - Present
NYC Administration for Children's Services June 1999 - January 2000
NYC Department of Education January 1995 - May 1999
New York Life Insurance Company July 1984 - January 1993
Capital Re Insurance 1992 - 1993
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Budgeting, Forecasting, Excel, Financial Management, Accounting, Microsoft Excel, Managerial Finance, Finance, Capital Budgeting, Budgets, Mergers & Acquisitions, Project Management, Process Improvement, Investments, Executive Management, Risk Management, Strategic Planning, Program Management, Capital Markets, Strategy, Management, Training, Leadership, Government, Team Building, Portfolio Management, Nonprofits, Change Management, Coaching, Business Development, Start-ups, Team Leadership, Research, Payroll, Cross-functional Team...
Education
C.U.N.Y - Baruch College
M.B.A., Finance
Hofstra University
B.B.A, Marketing, Minors: Economics and Sociology
Independent Post-Graduate studies in Common Core/Elementary Education
NYS Teaching Certification anticipated September 2013, Early Childhood Education and Teaching
Henry Schein June 2014 - March 2015
Canon Business Process Services, Inc. March 2009 - May 2013
Canon Business Process Services, Inc. August 2006 - February 2009
Mil-Spec Industries January 2005 - June 2006
Ramada Realty February 2003 - November 2004
New York Life Insurance Company January 2002 - December 2002
Skills
Trade Shows, Management, Event Management, Corporate Branding, Corporate Communications, Spanish, Marketing Management, Online Marketing, Internal Communications, Strategic Planning, Lead Generation, Social Media Marketing, Event Planning, Time Management, Collateral Material..., Managing Project Budgets, Event Marketing, Trade Show Planning, Trade Show Management, Promotional Material..., Vendor Relations, Marketing Communications, Materials, Plannning, Salesforce.com
Education
Hofstra University 2002 — 2004
BBA, International Business
Nassau Community College 1999 — 2001
ABA, Business Administration
REMAX CLASSIC December 2011 - Present
Art Van Furniture October 2013 - December 2013
Century 21 Curran & Christie August 2012 - September 2012
Real Estate One November 2011 - August 2012
Aflac September 2011 - November 2011
New York Life Insurance Company April 2011 - September 2011
2005 - PresentGlass Wing Photography January 2009 - June 2011
AT&T October 1975 - January 2009
Skills
Relocation, Condos, Sellers, REO, Sales, Residential Homes, Customer Service, Buyers, Customer Satisfaction, Social Networking, Marketing, Time Management, Marketing Strategy, Online Marketing, Social Media Marketing, Small Business, Investment Properties, Real Estate, Property, Short Sales, Townhomes, Foreclosures, First Time Home Buyers
Education
Henry Ford Community College 1972 — 1975
Journalism
Saint Andrew High School 1968 — 1972
High School, General Studies
Wyndham Hotel Group October 2013 - Present
DeVry College of New York August 2013 - October 2013
Williams Lea January 2010 - July 2012
Williams Lea February 2005 - January 2010
Williams Lea March 2003 - February 2005
New York Life Insurance Company February 2001 - March 2003
Lazard Asset Management March 1998 - February 2001
Skills
Performance Management, Vendor Management, Organizational..., Coaching, Team Building, Training, Project Management, Outsourcing, Succession Planning, Account Management, Marketing Communications, BPO, CRM, Leadership Development, Talent Management, Direct Marketing, Recruiting, Budgets, Onboarding, Marketing, Employee Training, Financial Services, Adobe Acrobat, SharePoint, Written & Oral..., Ultipro, SurveyMonkey, Technical Training, Blended Learning, PowerPoint, MS Project, InDesign, Photoshop
Education
New York University 1995 — 1998
MA, Communications & Management
Hofstra University 1988 — 1992
BA, Communications
TIAA-CREF January 2013 - May 2015
AON HEWITT ASSOCIATES 2010 - 2011
DOUBLE ROCK CORPORATION (THE RESERVE) 2008 - 2009
TIAA-CREF 2006 - 2008
MELLON FINANCIAL/BUCK CONSULTANTS 1998 - 2005
Prudential Financial 1996 - 1998
Merrill Lynch 1996 - 1996
Comvestrix 1995 - 1996
Continental Insurance 1993 - 1995
New York Life Insurance Company 1989 - 1993
Skills
Process Improvement, Business Requirements, Requirements Analysis, Business Analysis, Visio, SDLC, Microsoft Excel, COBOL, Fileaid, CICS, PowerPoint, Microsoft Word, C#, COBOLII, MVS, Visual Studio, Lotus Notes, Easytrieve, ASP.NET, TSO, SAS, Access, SPF, Clarity, DB2, VM/CMS, OmniPlus, DCF, Barcode Technology, Docusolve, AFP, Librarian, Panvalet, Abend-Aid, IVR, Micro Focus COBOL, SQL DB2, PL/1, Assembler, Pascal, PowerBuilder, Fortran, Roscoe, CODE1, Mailstream, PowerImage, MS Project
Education
Hofstra University
BS, Computer Science - Business
FDM Group, Wall St., NYC June 2014 - 2015
North Shore LIJ January 2013 - March 2013
Chubb Institute June 1999 - May 2002
Lilco August 1994 - January 1997
Smith Barney Shearson February 1991 - July 1994
Merrill Lynch May 1990 - February 1991
New York Life Insurance Company October 1986 - May 1990
Skills
Instructor/Trainer, Supervisory Experience, Analysis, Data Analysis, Database Design, DB2, Process Flow, Flow Charts, SQL, SQL*Plus, Oracle SQL, Back Office, Front-end Design, Requirements Analysis, SDLC, IT Management, Databases, Business Intelligence, Testing, Program Management
Education
Hofstra University 2012 — 2013
Certificate Program, Health Care Information Technology
State University of New York at Albany
Bachelor of Science, Management Information Systems
New York Life Insurance Company August 2011 - Present
Hofstra University September 2009 - May 2011
Skills
Analysis, PowerPoint, Mandarin, Access, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Research
Education
Hofstra University 2007 — 2011
BS, Mathematics
JPMorgan Chase June 1985 - October 2011
JPMorgan Chase January 1985 - October 2011
Vice President January 2000 - January 2001
Global Bank January 1997 - January 2000
Heritage Chase Manhattan Bank January 1996 - January 1997
Heritage Chemical Bank January 1994 - January 1996
Heritage Manufacturers Hanover Trust January 1989 - January 1994
New York Life Insurance Company October 1981 - October 1985
New York Life Insurance Company January 1981 - January 1985
Skills
Accounting, Account Management, Business Analysis, Process Improvement, Investments, Payments, Internal Controls, Training, Operations Management, Accounts Receivable, Banking, Management, Financial Analysis, Risk Management, Derivatives, Program Management, Financial Services, Vendor Management, Testing, Budgets, Finance, Financial Risk, Securities, Treasury Management, Project Management, Disaster Recovery, Mergers & Acquisitions, Cash Management
Education
Hofstra University 1985 — 1990
MBA, Finance
Hofstra University
MBA, Finance
Pace University 1977 — 1981
BBA, Accounting/Computer Science
Pace University
BBA, Accounting and Computer Science
Freelance February 2011 - Present
New York Life Insurance Company June 1987 - February 2011
Skills
Jewelry Design
Education
Hofstra University
Bachelor of Arts (B.A.), American and English Literature
Capital Contractors Inc. March 2014 - Present
Capital Contractors Inc. October 2011 - March 2014
New York Life Insurance Company March 2011 - October 2011
Huntington Learning Center September 2009 - March 2011
Amityville School District February 2009 - March 2011
Family & Children's Center April 2008 - August 2008
Interac March 2006 - March 2007
Bruckner Supply September 2004 - February 2006
Towers Watson June 2004 - September 2004
Skills
Customer Service, Inventory Management, Purchasing, Team Building, Leadership, Microsoft Office, Microsoft Excel, Budgets, Management, Operations Management, Facilities Management, Contract Negotiation, Process Scheduler, PowerPoint, Strategic Planning, Negotiation, Training, Microsoft Word, Coaching, Team Leadership, Quality Assurance, Scheduling
Education
Hofstra University 2007 — 2008
Master of Science Education, Elementary Education
University of Delaware 2000 — 2004
Bachelor's of Science Business Administration, Operations Management
New York Life Insurance Company January 2011 - July 2013
New York Life Insurance Company January 2008 - December 2010
New York Life Insurance Company January 2004 - December 2007
New York Life Insurance Company January 2001 - December 2003
New York Life Insurance Company January 1998 - December 2000
New York Life Insurance Company January 1992 - December 1997
New York Life Insurance Company January 1988 - December 1991
New York Life Insurance Company January 1983 - December 1987
Skills
Marketing Strategy, Strategy, Competitive Intelligence, Advertising, Product Management, Marketing, Business Strategy, Competitive Analysis, Customer Insight, Product Development, Insurance, Marketing Management, Market Research, Corporate Communications, Business Analysis, Strategic Partnerships, Product Marketing, Leadership, Segmentation, Team Leadership, Business Development, Strategic Planning, Cross-functional Team..., Management, Market Analysis, Financial Services, Business Planning, Analysis, New Business Development
Education
Hofstra University 1978 — 1982
Bachelor of Business Administration, Marketing
The American College
Chartered Life Underwriter
Praedura Solutions Group September 2014 - Present
New York Life Insurance Company May 2010 - August 2014
Pizza Investors April 2009 - May 2010
ABC Catering and Cafe inc. January 2004 - March 2009
Emeritus January 2001 - July 2003
Roadhouse Grill November 1999 - July 2000
Ruby Tuesday September 1997 - October 1998
Skills
Insurance, Retirement, Retirement Planning, Securities, Estate Planning, 401k Rollovers, Licensed in Long-term..., Strategic Financial..., Wealth Management, Succession Planning, Investments, Annuity Sales, Key Person Protection, Licensed Life Insurance..., Legacies, Protection..., Multi-generational..., Multi-generational..., Wealth Preservation..., IRA Rollovers, Term Life Insurance, Investment Advisory, Financial Services, Asset Allocation, Fixed Annuities, IRAs, Life Insurance, Financial Planning
Education
Hinds Community College 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Hotel, Motel, and Restaurant Management
University of Alabama 1994 — 1996
Biology/Philosophy
JPMorgan Chase & Co. January 2015 - Present
Zurich Insurance Company Ltd. June 2011 - January 2015
Zurich Insurance Company Ltd February 2010 - June 2011
Royal Alliance Associates – AIG Advisor Group November 2007 - February 2010
New York Life Insurance Company August 2005 - November 2007
New York Life Insurance Company August 2004 - August 2005
Skills
Financial Risk, Risk Management, Operational Risk..., Risk Analysis, Life Insurance, Claims Management, Insurance, Operational Risk, Financial Services, Relationship Management, General Insurance, Business Process..., Process Improvement, Project Delivery, Underwriting, Enterprise Risk..., Governance, Business Analysis, PMO, Risk Assessment, Sarbanes-Oxley
Education
Hofstra University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration/Marketing
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company June 2012 - June 2014
New York Life Insurance Company December 2009 - June 2012
Skills
Social Media, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Facebook, Microsoft Word, Marketing, Financial Services, Team Leadership, Leadership
Education
Hofstra University 2005 — 2009
BBA, Business Adminstration concentration in Marketing
Tech Coast Angels November 2004 - Present
SeniorQuote Insurance Services October 2013 - Present
IntraStage January 2010 - January 2013
New York Life Insurance Company January 2005 - December 2007
H20 Audio February 2006 - March 2007
Jenny Craig International June 2003 - June 2004
Liberty Mutual Insurance June 2002 - June 2003
Be Free January 1998 - December 2001
Avid Technology January 1997 - December 1997
Staples February 1993 - January 1997
Skills
Angel Investing, Due Diligence, Entrepreneurship, Mergers, Start-ups, Venture Capital, Business Planning, Strategic Partnerships, Management Consulting, Enterprise Software, Strategy, Mergers & Acquisitions, Executive Management, Private Equity, Business Strategy, Management, Strategic Planning, Business Development, Corporate Development
Education
Haverford College 1965 — 1969
BS, Mathematics
University of Utah 1974 — 1977
MBA
Edgeworth Economics July 2010 - Present
NERA Economic Consulting June 2004 - July 2008
New York Life Insurance Company July 2002 - June 2004
CEA 2000 - 2001
Skills
Financial Modeling, Valuation, Mergers, Statistical Modeling, Econometrics, Economics, Data Analysis, Due Diligence, Strategy, Analysis, Corporate Finance, Finance, Analytics, SAS, Mergers, Information Security
Education
Yale University - Yale School of Management 2008 — 2010
MBA, Business
Hobart and William Smith Colleges 1998 — 2002
BA, Economics
Pharmacy Providers of Oklahoma April 2014 - Present
Pharmacy Providers of Oklahoma June 2012 - April 2014
Starbucks Coffee Company January 2010 - May 2012
Big Green Lawns LLC May 2010 - November 2010
New York Life Insurance Company October 2009 - December 2009
Lost Bridge Marina May 2009 - August 2009
Stillwater Public Schools August 2008 - May 2009
Double Dave's Pizzaworks August 2007 - August 2008
Skills
Microsoft SQL Server, SSRS, SSIS, Microsoft Excel, Microsoft Office, MS Project, Visual Studio, SQL, SQL Server Management..., PowerPoint, QuickBooks, Visio, FTK, Wireshark, VMware, Aptana, Filezilla, PHP
Education
Oklahoma State University 2010 — 2012
Master of Science (M.S.), Management Information Systems, Quality Assurance
Oklahoma State University 2008 — 2010
Master of Business Administration (MBA), Strategic Management
Hillsdale Free Will Baptist College 2005 — 2008
Bachelor of Science (B.S.), Business Administration
New York Life Insurance Company 2013 - Present
Skills
Customer Satisfaction, Insurance, Sales, Retirement, Social Media, Estate Planning, Life Insurance, Retirement Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Legacies, Multigenerational..., Multitasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Business Networking, Charitable Giving, Creative Problem Solving, Education Funding..., Permanent Life Insurance, Supplements to Employee..., Term Life Insurance, Life Insurance..., Lifetime Income..., Key Person Insurance, Licensed Life Insurance..., Customer Service, Strategic Planning, Microsoft Office, Management, Microsoft Excel, Team Leadership, Team Building, Multigenerational..., Marketing, Fixed Annuities, Financial Planning
Education
Hocking College 1995 — 1996
Criminal Justice/Police Science
University of Toledo 1993 — 1996
Early Childhood Education and Teaching
Central Catholic High School 1989 — 1993
Collge Prep
Luke's Janitorial ManagerLuke's JanitorialMarch 2012 - Present
Ingenico January 2007 - February 2012
Elekta May 2006 - December 2006
Excell Staffing May 2005 - May 2006
Interclaim Worldwide May 2004 - May 2005
New York Life Insurance Company February 2004 - May 2004
Bell & Associates July 2003 - December 2003
Concord EFS December 1998 - May 2003
TEK Systems May 1998 - December 1998
Fiserv October 1982 - April 1998
Education
Heald College 1996 — 1998
Associate of Science (AS), Computer and Information Sciences and Support Services, 3.0
Bethpage Federal Credit Union February 2015 - Present
Bank of America September 2012 - January 2015
Anellies Tax Services January 2010 - September 2012
New York Life Insurance Company June 2010 - January 2011
SUFI SA July 2007 - May 2009
Banco de Bogota June 2006 - July 2007
Red de Salud del Suroriente December 2005 - July 2006
Foundacion Tacuri January 2003 - June 2005
Skills
Credit, Financial Services, Financial Analysis, Customer Service, Loans, Finance, Accounting, Financial Reporting, Credit Risk, Statistics, Banking, Corporate Finance, Risk Management, Social Media, Credit Analysis, Strategic Planning, Microsoft Office, Project Management
Education
Hofstra University 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
Nassau Community College 2009 — 2011
Associate of Science (A.S.), Accounting
Universidad ICESI 2006 — 2007
Specialist, Finance, General
Universidad de San Buenaventura 1998 — 2002
Bachelor's degree, Economics, Economist
First Hawaiian Bank - Residential Real Estate Division October 2012 - Present
First Hawaiian Bank - Residential Real Estate Division July 2012 - September 2012
New York Life Insurance Company September 2011 - May 2012
Skills
Financial Analysis, Credit Analysis, Data Analysis, Credit Risk, Mortgage Lending, Mortgage Underwriting, Residential Mortgages, Title Insurance, Chain of Title, Microsoft Excel, Credit, Finance, Microsoft Word, PowerPoint, Real Estate, Outlook, SPSS, Photoshop, Minitab, Empower, Appro, Encompass
Education
Hofstra University 2007 — 2011
Bachelor's Degree, major: Finance, minor: Economics
Punahou School 1998 — 2007
Kalani High School 2004 — 2005
2nd Semester Sophomore Year, 1st Semester Junior Year
New York Life Insurance Company September 2010 - Present
New York Life Insurance Company September 2010 - December 2010
New York Life Insurance Company August 2010 - December 2010
Premier Locating March 2010 - August 2010
Education
Hofstra University 2004 — 2008
Thomson Reuters February 2009 - Present
Thomson Reuters July 2000 - January 2009
Bridge Information Systems July 1999 - June 2000
Brown Brothers Harriman November 1997 - July 1999
JP Morgan Asset Management March 1996 - November 1997
New York Life Insurance Company March 1992 - March 1996
Skills
Valuation, RMBS, Structured Products, ABS, Capital Markets, Fixed Income
Education
Hofstra University 1988 — 1992
BBA, Banking and Finance
New York Life Insurance Company October 2008 - Present
MetLife August 2000 - October 2008
Prudential Financial 1982 - 1999
Skills
Recruiting, Financial Recruiting, Training, Communication, Leadership, Insurance, Financial Services, Hiring, Series 6
Education
Hofstra University 1979 — 1980
Nassau Community College 1977 — 1978
Criminal Justice
Colorado Technical University September 2012 - Present
New York Life Insurance Company March 2015 - August 2015
Barclays Bank Mozambique 2007 - 2011
Millennium bim Bank October 2006 - November 2007
Millennium bim Bank December 1999 - August 2005
Millennium bcp November 1998 - December 1999
Skills
Corporate Financial..., Bank Relationship..., Corporate Banking, Leadership and Team..., Business Strategy, Corporate Finance, Change Management, Strategic Planning, Business Planning, Negotiation, Team Management, Accounting
Education
Hult International Business School 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Heriot-Watt University 2005 — 2006
Master of Science (MSc), International Banking and Finance
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company November 2014 - Present
CUNA Mutual Group June 2014 - November 2014
AXA Advisors, LLC March 2014 - May 2014
NEFCU July 2008 - November 2013
Skills
Retirement Planning, Life Insurance, Estate Planning, Key Person Insurance, 401(k) Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Satisfaction, Education Funding..., Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Legacies, Legacy Planning, LGBT Planning, Licensed in Long Term..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Relationship Management, Retirement, Risk Management, Seminar Marketing, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer...
Education
Hofstra University 2009 — 2015
Master of Business Administration (M.B.A.), Business Administration and Finance
St. John's University 2004 — 2008
Bachelor's Degree, Finance with a marketing concentration
Optum March 2014 - Present
Healthfirst September 2009 - March 2014
New York Life Insurance Company August 2008 - May 2010
Nickelodeon 2004 - 2004
Skills
Leadership, Team Building, Management, Access, Customer Service, Medicare, Insurance, Healthcare, HIPAA, Health Insurance, Healthcare Management, Managed Care, Healthcare Industry, Process Improvement, Outlook, Medicaid, Public Speaking, Healthcare Consulting, Microsoft Excel, Training, Contract Negotiation, Sales, Call Centers, Social Networking, Program Management, Analysis, Project Management, Data Analysis, Physicians, Event Planning, Research, Strategic Planning, Social Media, Business Analysis, Software Documentation, Vendor Management, PowerPoint, Revenue Cycle, Public Relations, Negotiation, Microsoft Word
Education
Hofstra University 1999 — 2004
BA, Broadcast Journalism, Public Affairs
Mitchell Simpson Construction, LLC July 1997 - Present
New York Life Insurance Company June 2004 - December 2006
Carmon Const September 1993 - July 1997
Skills
Construction, Residential Homes, Leadership, Renovation, Microsoft Project, Management
Education
Hinds Community College 1985 — 1987
Carpentry & Drafting
Northwest Rankin Attendance Center 1981 — 1987
Diploma
Process 2 Purpose January 2010 - Present
New York Life Insurance Company November 2013 - May 2014
McGraw-Hill Higher Education May 2010 - November 2013
TIAA-CREF September 2005 - December 2008
State of Colorado January 1998 - May 2003
Hope Communities 1991 - 1992
Skills
Public Speaking, Research, Microsoft Office, PowerPoint, Microsoft Excel, Personal Development, Visionary Thinking, Strategic Vision, Vision Development, Salesforce.com, Salesforce Training, Process Improvement, PERRLA, SharePoint, IMDS, Oracle, OMNI, PowerImage, Xtender, Coaching, Mentoring, Peer Mentoring, Staff Development, Staff Mentor, Business Analysis, Quality Management, Small Business, Brochures, Newsletters, Blogging, Website Updating, Knowledge Management, Knowledge Base, Knowledge-based Systems, Organizational..., Pastoral Counseling, Evangelism, Therapeutic Massage, Naturopathy, Social Networking, Customer Service, Leadership, Team Building, Training, Strategic Planning, Leadership Development, Entrepreneurship
Education
Coursera 2015 — 2016
NA, Social Science Teacher Education, Professional
University of Phoenix 2009 — 2011
Psychology, Industrial and Organizational Psychology
Heritage College-Denver 2000 — 2003
Associate of Science (A.S.), Health and Wellness, General
New York Life Insurance Company September 2014 - Present
Skills
401k Rollovers, Business Insurance..., Education Funding..., Income Protection, Employee Benefits, Life Insurance..., Lifetime Income..., Retirement Income..., Retirement Planning
Education
Heilongjiang University 2006 — 2010
English Language and Literature, General, Bachelor’s Degree
Triumph Business Development June 2010 - Present
New York Life Insurance Company 2014 - 2014
Bay Area Glass & Mirror June 2010 - January 2011
Wells Fargo 2005 - 2007
Skills
Team Leadership, Leadership, Team Building, Branding & Identity, Corporate Branding, Company Liaison, Business Development, New Business Development, Sales, Business Strategy, Relationship Management, Marketing Strategy, Identifying Process..., Customer Service, Identifying Trends, Identifying Sales..., Identifying Client Needs, Marketing Material..., Identifying New..., Sales Presentations, Cold Calling, Demographics, Management, Retail Sales, Sales Management, Cross Selling, Presentation Coaching, Hands-on Training, Wellness Coaching, Demographic Profiling, Coaching Staff, Highly detail oriented, Conflict Resolution, Presentations, Cash Management, Microsoft Excel, Deposits, Confidentiality, Designs, Commercial Banking, Retail Banking, Banking, Retail, Cash
Education
Heald College
Accounting and Business/Management
Creations In Catering June 2014 - September 2014
New York Life Insurance Company May 2013 - November 2013
Capital Financial Partners 2011 - 2012
CORPORACION INFARMASA & TEVA / LIMA, PERU May 2008 - January 2011
PepsiCo - Frito Lay March 2007 - September 2007
Skills
Business Development, Negotiation, Marketing, CRM, Strong International..., Advanced negotiation..., New Business Development, Product Development, Sales, Business Planning, Marketing Strategy, Strategic Planning, Business Strategy, Marketing Management, Team Leadership, Social Media, Event Planning, Entrepreneurship
Education
Hawaii Pacific University 2014 — 2016
Master of Business Administration (M.B.A.), Concentration in Marketing
San Diego State University-California State University 2008 — 2008
Business for Global Practices, International Business
Universidad de Lima / University of Lima 2002 — 2007
Bachelor of Science (BS), Business Administration and Management, General
New York Life Insurance Company June 2014 - Present
Education
Hobart and William Smith Colleges 2007 — 2011
Psychology, Cognitive Science
New York Life Insurance Company March 2015 - Present
Rochester City School District December 2008 - June 2011
Skills
Public Speaking, Staff Development, Curriculum Development, Nonprofits, Higher Education, Community Outreach
Education
Hobart and William Smith Colleges 2005 — 2008
BA in English Education, English
Nazareth College 2004 — 2005
Our Lady of Mercy High School
High School, NYS Regents Diploma
M&T Bank - Finance July 2014 - Present
New York Life Insurance Company May 2009 - June 2014
Skills
Financial Analysis, Bloomberg, Financial Modeling, Finance, Investments, Financial Services, Analysis, Valuation, Microsoft Office, Corporate Finance, Fixed Income, Portfolio Management, Capital Markets, Equities, Microsoft Excel, Mutual Funds, Insurance, Private Equity, Sales, Derivatives, Consulting, Project Management, SQL, Essbase
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Hofstra University
Bachelor’s Degree, Finance
Crosstown Apartments NYC September 2014 - Present
Leathwaite August 2014 - September 2014
New York Life Insurance Company July 2013 - August 2014
Advice Personnel March 2014 - July 2014
Hofstra Today February 2012 - December 2012
WABC-TV Eyewitness News, New York June 2012 - August 2012
Hofstra University Political Science Association October 2010 - December 2011
Raskin & Kremins LLP June 2011 - August 2011
Ken Mangan State Assembly Campaign September 2010 - October 2010
Reelect Congressman Steve Israel July 2010 - August 2010
Skills
Rental Real Estate, Real Estate Transactions, Research, Time Management, Sales Management, Social Media, Marketing, Recruiting, Business Development, Interviews, Interpersonal..., Staffing Services, Microsoft Office, Social Media Marketing, Public Speaking, Political Campaigns, Political Consulting, Broadcast Journalism, ENPS, Video Editing, Video, Sales, Facebook, Brand Development..., Teamwork, Event Planning, New Media, Final Cut Pro, Editing, Storytelling, Media Relations, Politics, Press Releases, Social Networking, Blogging, Organization
Education
Hofstra University 2009 — 2013
Bachelor's degree, Political Science
St. Johns the Baptist D.H.S. 2005 — 2009
TZ Inc. April 2015 - Present
Golden Photography January 1995 - Present
Sharp Business Systems November 2013 - April 2015
New York Life Insurance Company May 2012 - June 2013
Architectural Sheet Metal Consultants September 1997 - September 2002
Simpson Gumpertz & Heger Inc. January 1996 - December 1997
Physicians Clinical Laboratory January 1993 - 1996
Skills
Sales, Marketing, Customer Satisfaction, Management, Business Development, Sales Presentations, Team Building, Creative Problem Solving, Account Management, B2B, Customer Service, Leadership, Strategic Planning, Photography, Commercial Photography, Image Editing, Portrait Photography, Image Manipulation, Wedding Photography, Cold Calling, Selling, Event Photography, Event Management, Weddings, Social Networking, Artistic Eye, Managed Print Services, Document Management, Cloud Computing, Enterprise Software, Channel Partners, Social Media, Small Business, Contract Negotiation
Education
Heald College 1987 — 1989
Associate's degree, Business, Management, and Marketing, 3.9
New York Life Insurance Company October 2014 - Present
Restaurants Unlimited Inc. (RUI) August 2008 - November 2014
Skills
Whole Life Insurance, Licensed Life and..., Retirement Planning, Business Insurance..., Licensed in Long Term..., Asset Protection, Fine Dining, Restaurants, Education Funding..., Bartending, Customer Service, Sales, Teamwork, Menu Development, Culinary Skills, Catering, Food, Hospitality Industry, Time Management, Event Planning, Leadership, Food Quality, Restaurant Management, MICROS, Hospitality, New Restaurant Openings, Labor Control, Sanitation, Recipes, Food Safety, Inventory Management, POS, Customer Satisfaction, Menu Costing, Guest Recovery, Food Service Operations, People Skills, Training, PowerPoint, Microsoft Excel, Hiring, Social Networking, Schedules, Microsoft Word
Education
Hawaii Pacific University 2009 — 2013
Bachelor of Science in Business Administration, Tourism and Travel Services Management
New York Life Insurance Company August 2015 - Present
MetLife March 2014 - August 2015
Amplify January 2011 - March 2014
ASME International July 2008 - January 2011
Intelligent Meeting Management April 2007 - July 2008
M-Tech Solutions August 2005 - April 2007
Supreme Medical Research Center March 2003 - July 2005
Skills
Software Project..., SaaS, Program Management, Project Planning, Vendor Management, Management, Business Analysis, PMP, Project Management, Scrum, Agile Methodologies, Software Development, Requirements Gathering, Strategic Planning, Product Management, MS Project, Quality Assurance, Process Improvement, SDLC, Project Portfolio..., Product Design, Stakeholder Engagement, Customer Engagement, Business Process..., People Management, System Architecture, IT Outsourcing, Outsourcing Management, Software Engineering, Application Architecture, Enterprise Software, Agile Project Management, PMO, Mobile Devices, Change Management, CA Clarity, SharePoint, Business Process..., Team Leadership, Cross-functional Team..., Workforce Management, Agile & Waterfall..., RUP Methodologies, JAD, Engagement Management, Manage Client..., CRM
Education
Hofstra University 2006 — 2007
MS, Computer Science, 3.96
Sikkim Manipal University of Health, Medical and Technological Sciences 1999 — 2003
BSc, Information Technology, 86
Eagle Strategies, LLC June 2014 - Present
NYLife Securities LLC June 2014 - Present
New York Life Insurance Company June 2014 - Present
Ameriprise Financial Services, Inc. February 2011 - May 2014
Mintahoe Catering & Events December 2009 - December 2010
Skills
Investments, Finance, Accounting, Retirement Planning, Insurance, Microsoft Office, Financial Planners, Strategic Financial..., Retirement, Customer Service, Cash Flow, CRM, Spanish, Series 7, Microsoft Excel, Personal Finance, Strategic Planning, Business Succession..., Customer Satisfaction
Education
University of Minnesota-Twin Cities 2009 — 2011
Bachelors of Arts, Linguistics, Economics, Spanish
Hillsdale College 2006 — 2007
Southwest Mpls 2002 — 2006
Roosevelt Grad Coach Program
Roosevelt Grad Coach Program
ARISE News October 2012 - Present
Town Sports International (TSI) New York Sports Club January 2011 - July 2012
AVON Products, Inc. October 2008 - July 2009
Cable News Network (CNN) April 2004 - September 2008
Gap Inc. - Old Navy division November 1999 - April 2004
New York Life Insurance Company October 1987 - November 1999
Skills
Recruiting, Talent Management, Coaching, ERD, Employee Relations, Onboarding, Talent Acquisition, Succession Planning, Human Resources, HR Policies, Performance Management, Employee Engagement, Benefits Administration, Labor Relations, Employment Law, Workforce Planning
Education
Hofstra University
BBA, Marketing
The New School
MS, Human Resources Management
FDNY February 2003 - Present
First Data Merchant Services November 2001 - July 2002
American Express October 1998 - October 2001
New York Life Insurance Company February 1998 - August 1998
First Data Corporation August 1994 - September 1997
Skills
Public Safety, NIMS, Enforcement, Microsoft Office, Firefighting, Project Management, Emergency Services, Rescue, Emergency Management, Disaster Response, First Responder, Incident Command, Fire Safety, EMS, Hazardous Materials, Homeland Security, Fire Management, COBOLII, IBM Mainframe, MS Project, MS Excel Pivot Tables, SAS, Visio, Windows, Quicken, Fire Investigation, Structural Firefighting
Education
Hofstra University
BBA, Computer Information Systems
WAC Lighting May 2008 - Present
KASHING LIN January 2010 - Present
WAC Lighting January 2006 - May 2008
New York Life Insurance Company May 2004 - July 2005
Chinese-American Planning Council January 1998 - January 2004
Skills
HTML + CSS, Flash Animation, Web Design, Graphic Design, Photoshop, Illustrator, Direct Marketing, Online Advertising, Print Production, JavaScript, Salesforce.com, Mac, PC, Microsoft Office, Database Design, MySQL, mobile games design, Oracle, SQL, Commercial Product..., InDesign, HTML, Adobe Acrobat, Flash, Marketing, SEO, Mobile Web Design, Responsive Web..., Photography
Education
Hofstra University 2013 — 2013
Certificate, Web Programming
Queens College 2007 — 2008
Certificate, Web and Flash Design
University at Albany 2001 — 2006
Bachelor of Science, Economics
St. Michael the Archangel Regional School August 2013 - Present
New York Life Insurance Company July 2012 - August 2013
NYLIFE Securities LLC July 2012 - August 2013
Knights of Columbus 2008 - 2012
Sacred Heart High School September 2002 - June 2009
Skills
Insurance, Accounting, Retirement, Finance, Securities, Fixed Annuities, Employee Benefits, Retirement Planning, Estate Planning, Disability Insurance, Analysis, Small Business, Term Life Insurance, IRAs, Tax, Long-term Care, Financial Services, Life Insurance, Strategic Financial..., Long Term Care Insurance, Wealth Management, Financial Planners, Investments, Whole Life, Roth IRA, Health Insurance, 401k, Variable Annuities, Buy-sell Agreements, Underwriting, Universal Life, Series 7, Property & Casualty..., Permanent Life Insurance, Critical Illness, Wealth Accumulation, 401k Rollovers, Wealth, Licensed Life & Health..., Licensed Life Insurance..., Key Person Insurance, Annuity Sales, Key Person Protection, Teaching, Public Speaking, Leadership, Customer Service, Financial Planning
Education
Holy Apostles College and Seminary 2006 — 2009
Master of Arts (M.A.), Philosophy
Rowan University 1997 — 2002
Bachelor's degree, History
Institute for American Universities 2001 — 2001
French Language and Literature
Sacred Heart Grammar School 1985 — 1993
Graduated Eighth Grade, Liberal Arts and Sciences/Liberal Studies, 1-8
New York Life Insurance Company May 2015 - Present
Hofstra University August 2012 - Present
Alpha Kappa Psi November 2012 - April 2013
McNelley Electric Services Inc. June 2009 - August 2012
Skills
Microsoft Word, Time Management, Always Punctual, Exceptional People..., Avid Golfer, French Language, Microsoft PowerPoint, 401k Rollovers, Account Management, Business Insurance..., Buy-sell Agreements, Employee Benefits, Education Funding..., Licensed in Long Term..., Retirement Planning, Wealth Preservation..., Creative Problem Solving, Direct Sales, Risk Management, Event Planning
Education
Hofstra University 2012 — 2016
Bachelor's of Business, Entrepreneurship
New York City Housing Authority (NYCHA) January 2014 - July 2014
Colliers-International February 2013 - November 2013
New York Life Insurance Company January 2012 - January 2013
Edward Jones May 2011 - January 2012
UBS Wealth Management December 2010 - May 2011
Nassau Veterans Memorial Coliseum September 2009 - December 2009
Amici Pizza and Grille June 2006 - January 2007
Skills
Marketing, Management, Finance, Negotiation, Operating Budgets, Vlookup, MS Excel Pivot Tables, Hyperion, Oracle E-Business Suite, Analysis, Account Reconciliation, Department Budgeting, Capital Budgeting, Budget Monitoring, Real Estate, Microsoft Excel, Investment Properties, Insurance, Microsoft Office, Microsoft Word, Life Insurance, Business Analysis, Commercial Real Estate, Retirement Planning, Securities, Fixed Annuities, Sellers, Accounting, Financial Services, Investments, Long-term Care, Permanent Life Insurance, Term Life Insurance, Universal Life, Budget Management, Small Business, Team Building, New Business Development, Business Planning, Business Process..., PowerPoint, Sales
Education
Molloy College 2014 — 2016
Master of Business Administration (MBA), Accounting
Hofstra University 2009 — 2011
Bachelor of Business Administration (BBA), Legal Studies in Business
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company March 2015 - April 2015
Experienced Retirement Professional available for new opportunities April 2014 - March 2015
MassMutual Financial Group January 2013 - April 2014
The Hartford March 2008 - December 2012
MFS Investment Management December 2005 - March 2008
MFS Investment Management April 2005 - December 2005
MFS Investment Management 2001 - 2005
MFS Investment Management 2000 - 2001
Skills
Retirement Planning, 401k, Retirement, Defined Benefit, Qualified Retirement..., Series 63, Series 6, Mutual Funds, FINRA, Retirement Plan..., ERISA, Defined Contribution, Pensions, Profit Sharing, Bilingual, Investments, Relationship Management, Financial Services
Education
Hobart and William Smith Colleges 1995 — 1999
Bachelor of Arts, Spanish and Hispanic Studies
Scentsy Independent Consultant October 2013 - Present
Everybody Wins! Iowa August 2013 - Present
Advocare October 2012 - Present
Anytime Fitness July 2012 - Present
Acceleration Iowa August 2012 - June 2013
New York Life Insurance Company January 2012 - June 2013
Briarwood Club of Ankeny July 2011 - June 2013
The Girls Room, Inc. March 2011 - February 2012
Glen Oaks Country Club May 2010 - October 2010
Waterloo West High School January 2009 - May 2010
Skills
Cpr Certified, First Aid, AED, Coaching, Bartending, Job Scheduling, Phone Skills, Customer Service, Program Planning, Fitness Training, Personal Training, Fitness, Group Presentations, Group Work, Sports, Marketing, Social Media, Interviews, Sales, Teamwork, Recruiting, Time Management, Athletics, Social Networking, Event Planning, Strength Training, Data Entry, Training, Public Speaking, Wellness, People Skills, Hiring, PowerPoint, Sports Management, Facebook, Cold Calling, Customer Retention, Sports Marketing, Insurance, Microsoft Word, Program Development, Healthcare, Sports Coaching, Team Building, Athletic Training, Customer Satisfaction, Microsoft Excel
Education
Grand View University 2010 — 2012
Bachelor's degree, Fitness and Health Promotion
Hawkeye Community College 2008 — 2010
Liberal Arts
New York Life Insurance Company June 2015 - Present
Principal Financial Group January 2014 - March 2015
MetLife January 2010 - December 2013
Oppenheimer & Co Inc 2002 - 2009
Gruntal & Co 1995 - 2002
Prudential Securities November 1992 - December 1995
Trio Packaging November 1980 - November 1992
Touche Ross 1972 - 1980
Skills
Retirement, Fixed Annuities, Retirement Planning, Long-term Care, Estate Planning, Strategic Financial..., Investment Advisory, Investments, Investment Strategies, Financial Advisory, Insurance, Series 63, Term Life Insurance, Life Insurance, Mutual Funds, Wealth Management, Portfolio Management
Education
Hofstra University 1970 — 1972
BBA, Accounting
University of Missouri-Columbia 1968 — 1970
n/a, Liberal Arts
Tresper Clarke Class of '68 1964 — 1968
regents, academic
First Westroads Bank January 2012 - Present
First Westroads Bank March 2010 - January 2012
New York Life Insurance Company June 2009 - March 2010
Bank of the West December 2005 - April 2009
Commercial Federal Bank October 1996 - December 2005
Naval Criminal Investigative Service 1995 - 1996
United States Marine Corps 1988 - 1995
United States Marine Corps 1984 - 1988
Skills
Budgets, Disaster Recovery, Customer Service, Insurance, Project Management, Microsoft Office, Report Writing, Policy Analysis, Banking, Risk Management, AML, Vendor Management, Business Continuity, Management, Fraud, Leadership, Security, Credit Analysis, Finance, Enterprise Risk..., Bank Secrecy Act, Training, Risk Assessment, Program Management, Policy, Information Technology, Strategic Planning, Information Security, OFAC, Private Investigations
Education
Hawaii Pacific University 1991 — 1993
BA, Justice Administration
Criminal Investigations School 1988 — 1988
Credentials, Criminal Investigations
Macquarie Group December 2014 - Present
True Partners Consulting January 2014 - December 2014
Lehman Brothers Holdings Inc. February 2011 - January 2014
JPMorgan Chase March 2000 - February 2011
International Flavors and Fragrances June 1998 - March 2000
Price Waterhouse Coopers February 1995 - June 1998
New York Life Insurance Company 1994 - 1995
Skills
FAS 109 / ASC 740, SEC reporting, Tax Accounting, International Tax, CPA in New York State, Corporate Tax, Tax Compliance, SEC filings, FIN 48, Accounting, Tax, US GAAP, Sarbanes-Oxley Act, FAS109, Restructuring, CPA, Due Diligence, Private Equity
Education
Hofstra University 1989 — 2001
MS, Taxation
Hofstra University 1989 — 1993
BBA, Banking & Finance
J.P. Morgan November 2014 - Present
New York Life Insurance Company September 2012 - November 2014
New York Life MainStay Investments February 2009 - September 2012
Wells Fargo Advisors May 2008 - February 2009
MassMutual May 2007 - April 2008
Skills
Investments, Mutual Funds, Management, Finance, Business Strategy, Leadership, Data Analysis, Financial Services, Sales, Insurance, Microsoft Excel, Strategy, Variable Annuities, Fixed Annuities, PowerPoint, Competitive Analysis, Microsoft Office
Education
Hofstra University 2011 — 2013
MBA, Strategic Business Management
University of Hartford 2003 — 2007
BS Business Administation, Finance/Insurance
John F. Kennedy High School 1998 — 2003
New York Life Insurance Company October 2014 - Present
Skills
Banking, Business Analysis, Business Planning, Customer Service
Education
Helwan University Cairo 1984 — 1988
New York Life Insurance Company May 2011 - Present
Hearst Connecticut Media Group November 2008 - June 2011
Greenwich Library November 2008 - May 2011
Darien News~Review December 2007 - May 2009
Darien News~Review November 2005 - December 2007
Skills
Marketing Communications, Communications Planning, Corporate Communications, Financial Communications, Public Relations, Blogging, Social Media, Sales communications, Copy Editing, Editing, Press Releases, Journalism, Editorial, Newsletters, AP Style, Copywriting, Newspapers, Social Networking, News Writing, Media Relations, Research, Facebook, Strategic Communications, Storytelling, Publishing, Publicity, Content Development, HTML, Content Management, Proofreading, Content Strategy, Microsoft Office, Life Insurance
Education
Hofstra University 1999 — 2004
BA, Print Journalism
Southern California Edison October 2009 - Present
Southern California Edison November 2007 - October 2009
Southern California Edison November 1997 - November 2007
New York Life Insurance Company July 1995 - November 1997
Gucci America July 1989 - July 1995
Skills
Program Management, Process Improvement, Project Management, Strategic Planning, Contract Management, Contract Negotiation, Team Building, New Business Development, Energy, Energy Efficiency, Customer Service
Education
Association of Energy Engineers
Certified Energy Manager
Hofstra University 1987 — 1989
BBA, Business Admin
New York Life Insurance Company March 2013 - Present
Skills
SPSS, Research, Data Analysis, Microsoft Excel, Statistics, Employee Engagement, PowerPoint, Succession Planning, Microsoft Office, Leadership, Leadership Development, Incentive Programs, Training, Talent Management, Analysis, Organizational..., Performance Management, R
Education
Hofstra University 2013 — 2016
Doctor of Philosophy (PhD), Applied Organizational Pyschology
Hofstra University 2009 — 2011
MA, Industrial and Organizational Psychology
University of Delaware 1999 — 2002
BA, Photography
Retired January 2012 - Present
Alliant Energy March 2007 - December 2011
New York Life Insurance Company 1972 - 2006
Skills
Business Continuity..., Business Continuity, Risk Assessment, Risk Management, Crisis Management, Disaster Recovery, Process Improvement, Program Management, Governance, Leadership, Information Security..., Information Security, IT Audit, Enterprise Risk..., Business Process..., IT Strategy, Vendor Management, Information Technology, IT Management, Security, Business Process, Incident Management, Business Analysis, SDLC, PMP
Education
Hofstra University 1968 — 1972
Bachelor of Science (B.S.), Mathematics
New York Life Insurance Company 2001 - Present
Citigroup 1985 - 2001
Chase Manhattan Bank 1982 - 1985
Skills
Vendor Management, IT Management, ITIL, Disaster Recovery
Education
Hofstra University 1998 — 1999
Communication Infrastructure Management
New York University 1996 — 1998
Business & Information Technology
Audio Recording InstituteNew York UniversityHofstra University
New York Life Insurance Company September 2008 - Present
JP MORGAN CHASE January 1983 - April 2008
Education
Hofstra University 1995 — 1997
Certificate in Business Uses of Microcomputers
Pace University 1982 — 1984
Undergradate coursework
The Home Depot March 2013 - Present
Socialarc May 2012 - August 2012
ADT Security Services October 2010 - February 2012
ADT Security Services June 2007 - September 2010
ADT Security Services February 2007 - June 2007
Reactrix Inc. August 2006 - January 2007
Thermo Fisher Scientific October 2005 - June 2006
Genentech June 2005 - September 2005
Lash Group October 2003 - June 2005
New York Life Insurance Company March 2001 - October 2003
Education
Heald College 1998 — 2000
Associate of Arts, Legal Administration
Southern New Hampshire University
Bachelor’s Degree, Criminal Justice
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company July 2009 - August 2012
Prudential Financial November 1996 - June 2009
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Estate Planning, Mutual Funds, Retirement, Investments, Strategic Planning, Long-Term Care Insurance, Wealth Preservation...
Education
Hobart and William Smith Colleges 1980 — 1984
BA, Economics
Cold Spring Harbor Middle School March 2009 - Present
New York Life Insurance Company August 1970 - October 2007
Skills
Team Building, Retirement Planning, Investments, Retirement, Strategic Financial..., Financial Analysis, Fixed Annuities, Marketing Strategy, Insurance, Guaranteed Lifetime..., Business Analysis, Series 7, Series 63, Life Insurance, Disability Insurance, Financial Planning, Mutual Funds, Financial Services
Education
Hofstra University
BA
LIMRA Leadership Institute/Babson College
LLIF, LIMRA Leadership Institute Fellow
The American College
CLU
Compain Anderson Azar, Ltd. December 2010 - Present
New York Life Insurance Company July 2009 - December 2010
AXA Advisors February 2009 - July 2009
The Bachrach Group May 2008 - February 2009
Skills
COBRA, 401k, Insurance, Health Insurance, Employee Benefits, Life Insurance, DBL, Long Term Disability, Short Term Disability, Dental Insurance, Vision Insurance, Disability Insurance, Managed Care, Brokers, Finance, Customer Service
Education
Hofstra University 2003 — 2007
BA, Psychology
Seaford High School 1999 — 2003
Aetna November 2010 - Present
SAIC May 2010 - January 2011
SAIC October 2005 - March 2010
R.R. Donnelley May 1996 - July 2005
Business Records Corporation Consulting September 1993 - May 1996
New York Life Insurance Company 1991 - 1993
Metropolitan Life 1988 - 1991
Skills
ITIL, Process Improvement, Requirements Analysis, SDLC, Software Project..., Vendor Management, Business Analysis, Integration, SharePoint, Software Documentation
Education
Hofstra University
B.S., Computer Science
USAA March 2013 - Present
New York Life Insurance Company December 2012 - January 2013
Corporate Environments International, LLC August 2012 - December 2012
SAIC April 2012 - June 2012
USAA April 2011 - February 2012
Firstmark Credit Union August 2010 - March 2011
The Body Shop November 2007 - August 2008
Skills
Microsoft Excel, Customer Service, Team Leadership, Management, Project Management, Microsoft Office, Financial Analysis, Microsoft Word, Social Media, PowerPoint, Outlook, Strategic Planning, Event Planning, Sales, Process Improvement, Banking
Education
Texas A&M University - San Antonio 2014 — 2016
Master of Business Administration (M.B.A.), Project Management
Hawaii Pacific University 2012 — 2014
Master of Business Administration (MBA), International Business Management and Project Management
The University of Texas at San Antonio 2007 — 2010
BBA, International Management
New York Life Insurance Company December 2014 - Present
Liazon February 2013 - December 2014
ORION Trading February 2012 - September 2012
ORION Trading February 2011 - February 2012
Verizon Wireless June 2010 - January 2011
Verizon Wireless May 2009 - August 2009
UM WW 2006 - 2008
MPG 2005 - 2006
Skills
Strategy, Competitive Analysis, Digital Marketing, Digital Media, Integrated Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
Haverford College 1999 — 2003
BA, History
Genworth Financial September 2007 - December 2013
Allstate Financial April 2005 - September 2007
New York Life Insurance Company 2000 - 2005
Hart Publications July 1991 - 1999
Cardiff Publishing October 1989 - June 1991
The Pattis Group July 1982 - September 1989
Eletromotive Division of GM March 1980 - July 1982
General Motors March 1976 - March 1980
Campbell Ewald Advertising July 1972 - September 1976
Toronto October 1969 - May 1972
Skills
Long Term Care Insurance, Fixed Annuities, Indexed Annuities, Term Life Insurance, Universal Life, medicare, Life Insurance, Medicare, Retirement, Whole Life, Permanent Life Insurance, Mutual Funds, Series 63, Speech Writing, Series 6, Annuity Sales, Life & Health Insurance...
Education
Michigan State University 1961 — 1964
BA, Business, Advertising
Hillsdale College 1960 — 1961
Business, Management, Marketing, and Related Support Services
CareerCo January 2015 - Present
Wells Fargo Advisors, LLC September 2011 - June 2014
J.P. Morgan September 2008 - September 2011
Chase September 2006 - August 2008
MassMutual Financial Group July 2006 - October 2006
New York Life Insurance Company April 2004 - June 2006
MetLife August 2003 - March 2004
TIAA-CREF October 1997 - October 2002
Sands Brothers & Co January 1993 - September 1997
Skills
Stocks, Bonds, Investments, Cold Calling, Market Research, Leadership, Marketing, Sales, Mutual Funds, Analysis, Management, Wealth Management, Social Media, Social Media Marketing, CRM, Marketing Strategy, Financial Services, Training, Social Networking, Consulting, Online Advertising, Account Management
Education
Hofstra University 1988 — 1992
BA, Economics
Saccharus Consulting 2009 - Present
New York Life Insurance Company 2004 - 2008
Continental Invesments, Inc. 1997 - 2004
Mass Mutual International, Inc - Mass Mutual Financial Group 1996 - 1997
AIG - ALICO 1994 - 1996
MetLife 1987 - 1993
Brastex Corp. part of Artex SA - now Coteminas SA - US and Brazil 1981 - 1987
Montenay SA - now Dalkia - Paris France 1972 - 1981
Skills
Investment Strategies, Mergers & Acquisitions, Strategic Planning, Investments, Financial Advisory, Strategy, Leadership, Sales, Venture Capital, Negotiation, Portfolio Management, Insurance, Finance, Financial Analysis, Banking, Corporate Finance
Education
HEC Paris
MBA
DEFENDERS August 2015 - Present
NIBC October 2013 - August 2015
New York Life Insurance Company September 2012 - April 2014
Enterprise Rent-A-Car July 2008 - March 2012
Skills
Microsoft Office, Microsoft Excel, Advertising, PowerPoint, Merchandising, Social Media, Social Media Marketing, Marketing Communications, Customer Satisfaction, Sales, Vehicles, Customer Service, Insurance
Education
Holmes Community College 2005 — 2007
Associate's degree, Social Sciences, 3.8
Millsaps College 2003 — 2005
Jakson Academy 1996 — 2003
High School
Prudential Financial August 2014 - Present
Metropolitan Life Insurance Company January 2011 - August 2014
Hartford Life Private Placement July 2007 - December 2009
New York Life Insurance Company November 2004 - June 2007
RS Group; Buck Consultants; PwC July 1998 - October 2004
Skills
Microsoft Excel, Microsoft Access, MoSes, Microsoft Word, PowerPoint, C++, PeopleSoft, FoxPro, Insurance, Reinsurance, Retirement, Access, Enterprise Risk..., Financial Risk, Life Insurance
Education
New York University 1996 — 2000
MA
Hofstra University 1981 — 1985
BA
Tethys Technology June 2014 - Present
Jennison Associates August 2008 - August 2009
New York Life Insurance Company March 2008 - July 2008
The MedLeh Group March 2007 - October 2007
Hempstead Hispanic Civic Assoc September 2002 - May 2006
One Sutton Place South 2002 - 2006
Skills
Customer Service, Insurance, Management, Marketing, New Business Development, Program Management, Social Media, Social Media Marketing, Public Speaking, Marketing Strategy, Microsoft Excel, Event Planning, Facebook, Social Networking, Event Management, Sales, Microsoft Office
Education
Hofstra University 2001 — 2006
BBA, Marketing
Goldman Sachs May 2012 - Present
OppenheimerFunds October 2008 - May 2012
OppenheimerFunds March 2006 - October 2008
OppenheimerFunds December 2000 - February 2006
New York Life Insurance Company March 1999 - December 2000
New York Life Insurance Company October 1994 - February 1999
Skills
Mutual Funds, Retail, Equities, Promotions, Pricing, Product Management, Marketing Strategy, Market Planning, Marketing Management, Market Analysis
Education
Hofstra University 1999 — 2003
MBA, Marketing
University of Scranton 1990 — 1994
B.A., History, Business
New York Life insurance Company May 2015 - Present
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company October 2007 - July 2013
Francisca's Interpreting Services January 2004 - September 2007
Skills
Retirement Planning, Insurance, Securities, Life Insurance, Term Life Insurance, College Savings Plans, Roth IRA, Whole Life, Key Person Protection, Guaranteed Lifetime..., Buy-sell Agreements, Permanent Life Insurance, Annuities, Long Term Care, Marketing, Leadership, Training, Microsoft Office, Coaching, Events Coordination, Marketing Management, PowerPoint, Team Building, Public Speaking
Education
Heritage University 2008 — 2010
Marketing & Business Managment, Business Administration and Management, General
Heritage University 2003 — 2007
Business Administration
New York Life Insurance Company May 2015 - Present
New York Life Insurance Company July 2010 - May 2015
Grant Thornton LLP September 2007 - January 2010
Skills
Accounting, Auditing, Financial Reporting, Internal Controls
Education
Hofstra University 2003 — 2007
BBA, Accounting
NewYork LIfe Insurance Company March 2009 - Present
New York Life Insurance Company March 2009 - Present
Kids First Evaluation & Advocacy Center January 1997 - February 2008
Skills
Insurance, Estate Planning, Health, Long Term Care, Retirement, Sponsor & Member NYC..., Pride Business Member..., Special Needs Trusts..., Long-Term Care, Retirement and Estate..., Life Insurance, Annunities, Health & Disability..., College Planning, Educational Consulting, Business, Project Planning, Long-term Care, Employee Benefit Plans, Variable Annuities, Marketing Strategy, Small Business, Coaching, Healthcare, Process Improvement, Marketing, Human Resources, Employee Benefits, Strategic Planning, Medicare, Strategy, Term Life Insurance, Long Term Care Insurance, Risk Management, Retirement Planning, Fixed Annuities, Health Insurance, Financial Planners, Universal Life, Budgets, Strategic Financial..., Program Management, Finance, Training, Business Strategy, Leadership, Public Speaking, Business Planning, Mutual Funds, Investments
Education
American College 2009 — 2012
LUTCF, Estate, Planning, Retirement Planning, Business Planning, Life Insurance, Long Term Care, Ethics
Hofstra University 2001 — 2003
CAS, Education Administration
Saint John's University 1982 — 1983
Professional Diploma, School Psychology
Saint John's University 1980 — 1982
MS., Ed., School Psychology
New York Institute of Technology-Old Westbury 1978 — 1980
Bachelor of Science (BS), Community Mental Health
State University at Farmingdale 1970 — 1973
AAS, Medical Technology
National Financial Network April 2012 - Present
Royal Brokerage October 2012 - Present
New York Life Insurance Company May 2010 - April 2012
Maxim Group December 2008 - May 2010
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Variable Annuities, Fixed Annuities, Disability Insurance, Life Insurance, Group Benefit Plans, Health Insurance, 401k Rollovers, Long Term Care Insurance, Employee Benefits, Key Person Insurance, 529 Plans, Roth IRA
Education
Hofstra University 1997 — 2001
New York Life Insurance Company 2011 - Present
Twenty Eleven: 2011 Solheim Cup & AIB Ladies Irish Open May 2009 - September 2010
Infogroup/ORC International May 2010 - August 2010
Education
High Point University 2007 — 2011
Global Trade, Entrepreneurship, Marketing
Simpson Strong-Tie December 2013 - February 2014
Shimmick Construction May 2012 - April 2013
Monterey Mechanical, Inc. September 2011 - December 2011
Plant Construction Company, LP December 2010 - April 2011
McCarthy Building Companies, Inc. June 2006 - July 2008
SDI Insulation, Inc. June 2005 - November 2005
New York Life Insurance Company October 2004 - June 2005
American Home Remodeling August 2002 - August 2003
S&L Payton, Inc, June 2001 - April 2002
Skills
Process Scheduler, Accounts Receivable, Microsoft Word, Microsoft Office, Microsoft Excel, Bluebeam, Viewpoint, Citrix, Payroll, 10 Key Touch, Certified Payroll, Sage Timberline Office, Adobe Acrobat, MS Project
Education
Heald College-San Francisco 1999 — 2001
Associate of Arts (A.A.), Accounting
Heald College-San Francisco 1999 — 2001
Associate of Arts (A.A.), Legal Administrative Assistant/Secretary
Citi December 2009 - Present
New York Life Insurance Company February 2009 - October 2009
Fowler White Boggs February 2008 - December 2008
ABC Action News May 2008 - August 2008
Fox13 Tampa Bay August 2007 - December 2007
The Minaret August 2006 - May 2007
Skills
Analysis, Risk Management, Editing, Credit, Microsoft Excel, Interviews, Research, Team Management, Databases
Education
University of Tampa 2006 — 2008
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Hofstra University 2004 — 2006
Communication, Journalism, and Related Programs
New York Life Insurance Company September 2010 - Present
Education
Hofstra University 2003 — 2004
Masters, Business Education
DCT Enterprises March 2015 - Present
New York Life Insurance Company October 2010 - March 2015
Jade Ninja Property Management October 2007 - December 2014
BR Associates, Inc. March 2003 - October 2010
Skills
Insurance, Customer Service, Sales, Investments, Life Insurance, Retirement Planning, Microsoft Office, Financial Services, Marketing, Real Estate, Leadership, Tenant Relations, General Contracting
Education
The American College 2010 — 2015
Profession Endorsement Education, Finance and Financial Management Services, 4.0
Heartland Community College 2002 — 2004
General Studies, 3.7
Queens County Board of Elections 2007 - 2011
US Census Bureau 2008 - 2010
Capital Mercury Apparel 1991 - 2004
Capital Mercury Apparel 1972 - 1991
Robert Hall Department Stores 1970 - 1972
Alexanders Department Stores 1968 - 1970
Bally 1966 - 1968
U.S. Plywood 1962 - 1966
New York Life Insurance Company August 1960 - 1962
Education
Saint John's University 1962 — 1967
MBA, Controllership
Hofstra University 1957 — 1960
BBA, Accounting
New York Life Insurance Company 2012 - 2012
New York Life Insurance Company 2005 - 2012
Education
New York University - Leonard N. Stern School of Business
Master's Degree, Infromation Systems
Hobart and William Smith Colleges
Bachelor's Degree
Fastenal Industrial Supplies February 2015 - Present
Advocare January 2014 - Present
Riverside Irrigation September 2013 - Present
Knead it out February 2006 - Present
Waddell & Reed June 2013 - October 2013
New York Life Insurance Company October 2012 - June 2013
JD Enterprises March 2012 - August 2012
JBS February 2009 - July 2010
Pure Body Spa September 2007 - September 2008
Bookkeeper, Farmhand, Thomas Farms January 1996 - January 2007
Skills
Great public relations, Hard work ethics, Fast Learner, Positive attitude, Outstanding dedication, Swedish, Chair Massage, Trigger Point Therapy, Medical Massage, Myofascial Release, Reflexology, Bodywork, Stretching, Pain Management, People Skills, Aggression, Following Up, Marketing, Management, Sales, Small Business, Self-confidence, Essential Oils, Craniosacral Therapy, Sports, Process Scheduler, Healing, Payroll, Bookkeeping, Therapeutic Massage, Deep Tissue Massage, Wellness, Spa, Business, Finance, Budgets, Social Networking, Customer Satisfaction, QuickBooks, Accounts Payable, Microsoft Excel, Wellness Coaching, Fitness, Insurance, Account Management, Public Relations, Accounting, Building Relationships, Life Insurance, Time Management
Education
University of Phoenix 2010 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Heritage College-Denver 2006 — 2007
Associates, Massage Therapy
H & R Block 1997 — 1998
Accounting, Taxes
Wiggins High 1991 — 1995
High School Diploma, High School/Secondary Diplomas and Certificates
H2 Design Build February 2015 - Present
New York Life Insurance Company October 2014 - December 2014
Aevenia May 2006 - August 2014
Skills
Change Orders, Construction, Construction Management, Project Estimation, Subcontracting, Customer Service, Budgets, Process Scheduler, Procurement, Energy
Education
University of Wisconsin-Superior 1993 — 1995
Business Administration-Finance
Hibbing Community College-A Technical and Community College 1990 — 1992
Business Administration
Fort Dodge Senior High 1988 — 1990
New York Life Insurance Company May 2014 - Present
New York Life Insurance Company May 2002 - May 2014
Seeger Weiss LLP 1999 - 2002
Skills
Estate Planning, FINRA, Financial Planning, Financial Services, Fixed Annuities, Insurance, Investments, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Securities, Series 7
Education
Quinnipiac University School of Law 1995 — 1998
Doctor of Law (J.D.), Law
Hofstra University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Glen Cove High School 1983 — 1987
New York Life Insurance Company October 2012 - Present
SEI Investments 2005 - 2012
Wachovia Securities now Wells Fargo – Reading, Pennsylvania October 2003 - September 2005
Skills
Financial Services, Investments, Mutual Funds, Asset Management, Securities, Portfolio Management, Customer Service, Alternative Investments, Retirement Planning, Equities
Education
Hofstra University 1998 — 2002
Bachelor in Business Administration, Major in Finance
New York Life Insurance Company September 2012 - Present
Apple Inc. October 2010 - October 2012
United Airlines August 2003 - March 2005
Education
Hawaii Pacific University 2007 — 2009
Bachelor of Business Administration (B.B.A.), International Business
University of Hawaii at Manoa 2000 — 2003
BNY Mellon April 2001 - Present
New York Life Insurance Company 1995 - 2001
Dyson Kissner Moran Corporation 1992 - 1995
Metro Mobile CTS 1990 - 1992
Skills
Management, Fixed Income, Equities, Hedge Funds, Derivatives, Financial Analysis, Management Reporting, Product Costing, Operational Efficiency, Project Management, Vendor Management, Forecasting, Annuities, Bloomberg, Finance, Portfolio Management
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase 2010 - 2013
New York Life Insurance Company April 2009 - July 2010
Citi July 2007 - March 2009
Russell Reynolds Associates January 1999 - May 2001
Skills
Personal Financial..., Financial Services, Software Development, Computer Maintenance, Computer Repair, Computer Program, Web Development, Web Design, Project Management, Management Consulting, Team Building, Team Management, Team Leadership, Home Automation
Education
New York Institute of Technology 2004 — 2006
none, Osteopathic Medicine/Osteopathy
Hofstra University 1996 — 2003
Bachelor of Arts (B.A.), Computer Science
Geico Insurance January 2014 - Present
New York Life Insurance Company October 2011 - December 2013
Skills
Life Insurance, Term Life Insurance, Retirement Planning, Sales, Investments, Insurance
Education
The University of Southern Mississippi 2009 — 2011
BSBA, Accounting
Hinds Community College 2007 — 2009
Associate of Arts (AA), Business Administration and Management, General
New York Life Insurance Company Finanicial services proffacionalNew York Life Insurance Company2012 - 2014
Skills
Retirement Planning, Retirement, Life Insurance, Fixed Annuities, Investments, Estate Planning, Financial Planning, Mutual Funds, Disability Insurance, Financial Services, Term Life Insurance, Wealth Management
Education
Helwan University Cairo
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
New York Life Insurance Company June 2013 - Present
Epicor Software 2004 - 2011
DialAmerica 1991 - 2003
Skills
Leadership, Analysis, Finance, Financial Services, Annuity Sales, Sales, Key Person Protection, Whole Life Insurance, Small Business, Term Life Insurance, Retirement Planning, Customer Service, Microsoft Office, Insurance, Public Speaking, Life Insurance
Education
Hofstra University
Bachelor's Degree, English Language and Literature/Letters
New York Life Insurance Company March 2012 - Present
NYLIFE Securities LLC March 2012 - Present
D. Spencer Inc. November 1975 - December 2007
Devon Jewelers Inc. October 1981 - December 1991
Skills
401k Rollovers, Annuity Sales, Asset Protection, Buy-sell Agreements, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed in Long Term..., Life Insurance, Lifetime Income..., Multi-Generational..., Permanent Life Insurance, Retirement Planning, Term Life Insurance, Wealth Preservation...
Education
Babson College 1977 — 1979
Master of Business Administration (M.B.A.)
Hofstra University 1969 — 1973
B.S. Economics-Business, Economics
New York Life Insurance Company 1998 - Present
Skills
Database Administration, Database Security, Imperva, Guardium
Education
Hofstra University
Master of Science (MS), Computer Science
University at Albany, SUNY
Bachelor of Science (BS), Computer Science and Applied Math