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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New York Life Insurance Company Employees
New York Life Insurance Company July 2014 - Present
Nielsen Audio November 2013 - Present
Neilsen Audio September 2013 - June 2014
Baxter Credit Union November 1995 - June 2001
Skills
Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Buy-sell Agreements, Creative Problem Solving, Direct Sales, Education Funding..., Insurance, Key Person Insurance, Lead Generation, Leadership, Legacies, Legacy Planning, Life Insurance, Life Insurance..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Problem Solving, Protection..., Public Speaking, Relationship Management, Retirement, Sales, Selling, Small Business, Writing
Education
Instituto de Banca y Comercio Inc 1989 — 2002
Bachelor's degree, Computer Programming, Specific Applications
Instituto de Banca y Comercio Inc
Computer Programing
New York Life Insurance Company January 2015 - Present
JPMorgan Chase & Co. October 2011 - January 2015
Iona College February 2011 - April 2011
Iona College August 2010 - April 2011
Westchester County Department of Public Safety April 2008 - September 2010
Iona College February 2010 - April 2010
Skills
Microsoft Excel, Financial Analysis, Accounting, Outlook, PowerPoint, Microsoft Office, Access, Customer Service, Microsoft Word, QuickBooks, Spreadsheets, Data Entry, Auditing, Finance, Financial Reporting, Leadership
Education
Iona College 2010 — 2011
Master of Business Administration (MBA), Public Accounting, 3.8
Iona College 2010 — 2011
Post MBA Certificate, International Business, 3.8
Iona College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, 3.6
New York Life Insurance Company October 2013 - Present
Regions Financial Corporation January 2013 - Present
First American Bank August 2011 - January 2013
Liberty Bank January 2010 - July 2011
Skills
Small Business Lending, Consumer Lending, Retail Banking, Banking, Cross Selling, Loans, Financial Analysis, Accounting, Commercial Banking, Loan Origination, Relationship Management, Lines Of Credit, Refinance, Sales, Customer Service, Team Building, Insurance, Life Insurance, Coaching, Branch Banking, Branch Management, Home Equity Lines of..., Life & Health Insurance..., Series 63, Series 6, Investments, Variable Annuities
Education
Moravia Community High School 2001 — 2005
Iowa State University
New York Life Insurance Company December 2014 - Present
Marketing Communications Consulting 2014 - Present
Lake County Board of County Commissioners 2013 - 2013
Swish Digital Marketing Agency 2012 - 2012
Cru International 2011 - 2011
Wycliffe USA 2010 - 2011
Pinellas Realtor Organization 2010 - 2010
Gannett 2005 - 2009
Boy Scouts of America 2007 - 2007
Girls Incorporated of Greater Indianapolis 2006 - 2006
Skills
Press Releases, Blogging, Social Media Marketing, Social Media, Newsletters, Public Relations, Copywriting, Strategic Communications, Editing, Email Marketing, Journalism, Public Speaking, Fundraising, Creative Writing, Marketing Communications, SEO, Microsoft Office, Customer Service, Media Relations, Marketing Strategy, Event Management, Team Building, Publishing, Writing, Newspaper, Promotions, Advertising, Research, Photoshop, Publicity, Photography, Internal Communications, Market Research, Facebook, Customer Relations, Life Insurance, Retirement Planning, Business Insurance..., Newspapers, Event Planning, Communication Skills
Education
Indiana University-Purdue University at Indianapolis 2004 — 2007
Bachelor of Arts, Journalism, public relations, business
St. Petersburg College 2003 — 2004
General studies
Allegheny County March 2010 - Present
PNC October 2006 - June 2013
West Mifflin Area School District July 2006 - November 2011
New York Life Insurance Company February 2006 - September 2006
Dave & Buster's Inc. September 2003 - February 2006
Skills
Customer Service, Security, Sales, Microsoft Word, Training, Coaching, Event Planning, Teamwork, Risk Management, Policy, Data Entry, Banking, Social Networking, Physical Security, Finance, PowerPoint, Team Building, Employee Training, Risk Assessment
Education
Indiana University of Pennsylvania 1999 — 2003
Bachelor's degree, Marketing
New York Life Insurance Company January 2015 - Present
Northwestern Mutual September 2014 - January 2015
Indiana University South Bend January 2011 - September 2014
Liberty Mutual Insurance November 2004 - February 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access, VBA, Statistics, Data Analysis, Actuarial Science, Financial Analysis, Financial Modeling, Economics, Teamwork, R, SAS, Insurance, Strategic Planning, Research, Risk Management, Customer Service
Education
Indiana University South Bend 2000 — 2015
Bachelor of Sciences, Actuarial Science
Truck & Trailer Specialties, Inc. May 2015 - Present
New Millennium Building Systems August 2014 - May 2015
JPMorgan Chase September 2013 - August 2014
NYLIFE Securities LLC August 2012 - September 2013
New York Life Insurance Company June 2012 - September 2013
Medical Protective April 2007 - June 2012
Aon February 2002 - April 2007
TL Wagner 1999 - 2001
Vulcraft a Division of Nucor 1996 - 1999
Skills
Insurance, Life Insurance, Financial Services, Investments, Finance, Fixed Annuities, Accounting, 401k Rollovers, Underwriting, Licensing, Property, Annuity Sales, Licensed Life & Health..., Retirement, Protection..., Key Person Insurance, Term Life Insurance, Life and Health..., Gifting Strategies, Registered Professional...
Education
Indiana University-Purdue University at Fort Wayne 1994 — 1999
Associate's degree, Organizational Leadership Supervision with Business Administration
Eastside 1990 — 1994
Eastside
New York Life Insurance Company May 2014 - Present
Eclaro International August 2012 - May 2014
Hunterdon Tech Support April 2012 - December 2012
New Horizons Computer Learning Centers January 2011 - February 2012
Presbyterian Church April 2008 - August 2011
Hyatt Hotels August 2007 - April 2008
Home and Office Works September 2006 - August 2007
Interfaith Hospitality Network December 2003 - June 2006
CA Technologies June 1989 - April 2003
Skills
Windows Server 2008, Inventory Management, Operating Systems, Administration, Customer Relations, Excel, Microsoft Office, Customer Service, Word, Program Management, Windows, Troubleshooting, Team Leadership, Event Management, Outlook, ITIL, Analysis, Security, Active Directory, Integration, PowerPoint, Cisco Switches, Cisco, Cisco devices, SAN, Windows 7, Windows Server 2003, Network Administration, Quickbooks, Servers, Hardware, XP, Windows Server, Problem Solving, Computer Hardware, System Administration, IT Management, Technical Support, Data Center, Leadership, Windows XP, Microsoft Excel
Education
Indiana University of Pennsylvania 1984 — 1998
BA, Economics
Miami Ad School July 2015 - Present
Starcom MediaVest Group January 2014 - January 2015
Universal McCann October 2012 - January 2014
Sip Coffee & Tea January 2012 - May 2012
eXelate Inc. June 2011 - August 2011
New York Life Insurance Company June 2010 - August 2010
Skills
Strategy, Strategic Planning, Account Planning, Consumer Insights, Marketing Communications, Creative Direction, Strategic Development, Market Research, Advertising, Media Planning, Facebook, Social Media, Social Media Marketing, Microsoft Office, Microsoft Excel, Online Advertising, Marketing Research, Client Service
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
BBA, Marketing, cum laude
Miami Ad School 2015 — 2015
Certification, Account Planning Bootcamp
Universitat Autònoma de Barcelona 2011 — 2011
Study Abroad, Academic Programs International (Fall 2011), Marketing
New York Life Insurance Company April 2014 - Present
Frontier Communications March 2012 - April 2014
The Home Depot February 2007 - March 2012
Bob Evan Restaurant February 2007 - May 2007
Lowe's Home Improvement May 2005 - February 2007
Skills
Estate Planning, Family Security, Life Insurance, Strategic Financial..., Fixed Annuities, Customer Service, Training, Retail, Retail Sales, Customer Satisfaction, Sales, Customer Retention
Education
Indiana University-Purdue University Fort Wayne (IPFW) 2005 — 2008
Unfinished, Biology, General
Churubusco High School 2002 — 2005
High school Diploma, None
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company June 2011 - March 2013
New York Life Insurance Company June 2009 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Mainframe, SAP, Financial Analysis, Customer Service, Project Management, Strategic Planning, Change Management, Business Strategy, Analysis, Research
Education
Iona College 2011 — 2013
Master of Business Administration (MBA), Information Systems
The Catholic University of America 2005 — 2009
B.S.B.A, Finance, General
Riley Hospital for Children, Indiana University Health February 2004 - Present
Mays Chemical Company 1996 - 2004
Dow AgroSciences January 1991 - October 1996
City of Indianapolis January 1990 - January 1991
Indianapolis Downtown, Inc. August 1989 - January 1990
Simon Property Group September 1988 - July 1989
New York Life Insurance Company November 1985 - September 1988
US Army June 1981 - October 1985
Skills
Executive Level..., Ability to make..., Strong written and..., Close Attention to..., Multitasking Skills, Strong computer skills, Ensure unintertruped..., Knowledge of Corproate..., Understanding of..., Ability to make..., Healthcare Management, Program Management, Nonprofits, Strategic Planning
Education
Indiana Wesleyan University 1995 — 1997
Associate of Science (AS), Business
Northwest High School 1977 — 1981
Diploma
Merrill Lynch February 2014 - May 2014
U.S. Senator Charles E. Schumer (NY) June 2013 - August 2013
Quinn for New York April 2013 - June 2013
New York Life Insurance Company September 2012 - December 2012
Children's Aid Society September 2011 - May 2012
Lindamood-Bell Learning Processes June 2011 - August 2011
State Farm October 2008 - April 2010
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.)
International Baccalaureate 2008 — 2010
High School
Commack High School 2006 — 2010
International Baccalaureate Diploma
New York Life Insurance Company September 2011 - Present
Army National Guard October 1999 - Present
Skills
Personal Finance, Retirement Planning, College Savings Plans, Permanent Life Insurance, Term Life Insurance
Education
Iowa State University - College of Business 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
New York Life Insurance Company July 1990 - Present
Skills
Leadership, Customer Experience, Executive Management, Customer Retention, Business Strategy, Strategy, Management, Vendor Management, Business Planning, Team Building, Business Process..., Change Management, Call Centers, Business Analysis, Commercial Insurance, Financial Risk, Strategic Planning
Education
Iona College 1997 — 2000
Master of Business Administration (MBA), Management
Pace University 1986 — 1990
Bachelor of Business Administration (BBA), Management
zingFit June 2015 - Present
IT Briefcase April 2015 - Present
Moondoggie and Cookie Catering May 2009 - Present
Bear Stearns September 2005 - January 2009
American Appraisal Associates October 2004 - June 2005
Deloitte June 2002 - June 2003
Andersen September 2001 - March 2002
Pace University, Lubin School of Business 1999 - 2001
Goldman Sachs July 1998 - July 1999
New York Life Insurance Company January 1997 - March 1998
Skills
Marketing Strategy, Dreamweaver, Photoshop, Product Development, Mergers, Financial Modeling, Graphic Design, Business Valuation, Chef, Catering, Event Planning, Microsoft Office, Sarbanes Oxley, Excel, HTML + CSS, Illustrator, InDesign, Promotional Design, Corporate Identity
Education
Parsons School of Design 2010 — 2010
Certificate, Digital Design
Institute of Culinary Education 2005 — 2006
Culinary Arts Diploma
Pace University - Lubin School of Business 2001 — 2002
M.S, Accounting
Pace University - Lubin School of Business 1999 — 2001
M.B.A, Financial Management
Rochester Institute of Technology 1990 — 1994
B.S, International Business
New York Life Insurance Company July 2011 - Present
NYLife Securities LLC July 2011 - Present
Giving Sum January 2011 - December 2012
Bob Block Fitness Equipment February 2002 - July 2011
Indiana Firebirds January 2002 - April 2003
Skills
401k Rollovers, Retirement Planning, Fixed Annuities, Life Insurance, IRAs, Long Term Care Insurance, Employee Benefits, Small Business, Leadership, Long-term Care, Estate Planning, Insurance, Sales, Roth IRA, Retirement, Strategic Financial..., 401k, Wealth Management, Disability Insurance, Investment Strategies, Investments, Mutual Funds, Financial Services, Whole Life, Health Insurance, Term Life Insurance, Series 6, Relationship Management, Risk Management
Education
Indiana University-Purdue University at Indianapolis 2003 — 2006
M.S., Physical Education
Indiana University-Purdue University at Indianapolis 1997 — 2001
B.S., Exercise Science
Elkus Manfredi Architects February 2014 - Present
Rhino Public Relations November 2013 - February 2014
New York Life Insurance Company June 2011 - November 2013
Boston Blazers May 2010 - August 2010
Homeyer Consulting Services, Inc. June 2006 - August 2009
Fenway Park June 2007 - August 2008
Fox Hill Elementary School May 2007 - June 2007
Lahey Clinic Medical Center June 2004 - August 2005
Skills
Marketing, Social Media, Finance, Customer Service, Microsoft Excel, Microsoft Office, Insurance, Public Relations, Financial Analysis, Analysis, PowerPoint, Social Networking, Retirement Planning, Accounting, Retirement, Sports, Microsoft Word, Teamwork, Marketing Strategy, Inventory Management, Outlook, Life Insurance, Fixed Annuities, CRM, Google Analytics, SEO, Adobe, Adobe Contribute, Adobe Creative Suite, InDesign, Licensed Life Insurance...
Education
Iona College 2007 — 2011
Bachelors of Business Administration – Marketing, Sports and Entertainment Business Minor
Ash Brokerage March 2015 - Present
Ash Brokerage January 2009 - March 2015
Ash Brokerage January 2008 - December 2008
Ash Brokerage June 2007 - December 2007
Ash Brokerage June 2006 - June 2007
One Resource Group 2003 - 2006
New York Life Insurance Company 2002 - 2003
Skills
Disability Insurance, Fixed Annuities, Long Term Care Insurance, Underwriting, Life Insurnace, Life Insurance Case..., Relationship Management, Term Life Insurance, Financial Services, Long-term Care, Retirement, Insurance, Life Insurance, Retirement Planning, Financial Advisory, Universal Life, Whole Life
Education
Indiana University-Purdue University at Fort Wayne 1997 — 2002
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
HRG January 2015 - Present
Allstate September 2013 - December 2014
Aflac June 2012 - August 2013
Morgan Stanley Smith Barney March 2011 - May 2012
Citi December 2006 - June 2010
New York Life Insurance Company 1999 - 2006
Skills
Series 7, Series 63, Equities, Securities, Trading, Investments, Insurance, Retirement, Fixed Income, Portfolio Management, Health Insurance, Fixed Annuities, Life Insurance, Asset Management, Investment Advisory, Wealth Management, Finance, Customer Service, Management
Education
Mercy College 2015 — 2016
Master of Business Administration (M.B.A.), Finance, General
Iona College 1991 — 1997
BBA, Finance
New York Life Insurance Company September 1999 - Present
Education
Indiana University of Pennsylvania 1979 — 1981
Bachelor's degree, Marketing/Economics
Northrop Grumman Aerospace Systems February 2009 - Present
Rockwell Collins Optronics, Inc October 2006 - January 2009
Northrop Grumman Aerospace Systems August 2002 - September 2006
Ericsson Wireless Communications January 2001 - January 2002
Teachers Insurance Annuity Association College Retirement Equities Fund January 1997 - January 2000
New York Life Insurance Company January 1991 - January 1997
Skills
Supplier Negotiations, Supply Chain, Pricing Negotiation, Government Contracting, Aerospace, Cost Benefit, Contract Management, FAR, ITAR, Subcontracts, Supply Chain Management, SAP, Earned Value Management, Process Improvement, Continuous Improvement, Contract Negotiation, DoD, Procurement, Pricing Strategy, Security Clearance, Proposal Writing, Program Management
Education
San Diego State University 2004 — 2004
Certificate, Contract Management
Hagan School Of Business, Iona College 1996 — 1999
Master of Business AdministrationCertificate, International Business
Iona College 1987 — 1991
Bachelor, Business Administration
MassMutual MidMichigan January 2011 - Present
New York Life Insurance Company June 2001 - October 2009
Skills
Retirement, Securities, Retirement Planning, Employee Benefits, Series 7, Fixed Annuities, Series 6, Long Term Care Insurance, Term Life Insurance, Recruiting, Insurance, Disability Insurance, Long-term Care, 401k, Estate Planning, Life Insurance, IRAs, Series 63
Education
Indiana Wesleyan University 1987 — 1989
MBA, Finance
Purdue University 1980 — 1983
BA, PR/Org Comm
Eagle Strategies, LLC August 2015 - Present
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company October 2014 - Present
Zeigler Automotive Group February 2014 - September 2014
Harold Zeigler Automotive Group December 2011 - February 2014
Capstone Financial Advisors October 2007 - March 2012
Skills
Employee Benefits, Business Insurance..., Buy-sell Agreements, Succession Planning, Key Person Protection, Risk Management, 401k Rollovers, Education Funding..., Retirement Income..., Life Insurance..., Multi-generational..., Charitable Giving, Personal Finance, Asset Protection, Lifetime Income..., Wealth Preservation..., Gifting Strategies, Grandchild Gifting, Retirement, Income Protection, Investments, Variable Annuities, Whole Life Insurance, Mutual Funds, Annuity Sales, Licensed Life Insurance..., Sales, Customer Satisfaction, Customer Service, Leadership, Customer Retention, Team Building, Marketing, Sales Process, Sales Management, Management, Sales Operations, Selling, Time Management, Account Management, Process Improvement, New Business Development, Business Development, Team Leadership, Business Planning, Business Strategy, Strategic Planning, Teamwork
Education
Indiana Wesleyan University 2008 — 2010
Accounting, Accounting
Lee University 1996 — 1997
Business Administration and Management, General
Mattawan Consolidated
Dude Solutions May 2015 - Present
Quintiles December 2014 - May 2015
PRA Health Sciences March 2014 - November 2014
Duke University Medical Center December 2011 - March 2014
Duke University Medical Center July 2010 - December 2011
Duke University Medical Center January 2010 - July 2010
Federated Insurance January 2006 - October 2009
New York Life Insurance Company July 2008 - October 2008
Skills
Full-life Cycle..., Talent Acquisition, Recruiting, Global Talent..., Sourcing, Interviews, Human Resources, Compensation, Strategy, Process Improvement, Organization, Time Management, Process Management, Leadership, Delegation, Social Media, Public Speaking, Customer Service, Program Management, Communication, Training, I-9 Compliance, Onboarding, Microsoft Word, Management, Outlook, Microsoft Excel, PowerPoint, Applicant Tracking...
Education
Indiana Wesleyan University 2009 — 2011
Master of Science, Management
Purdue University 2004 — 2009
Bachelor of Arts (BA)
Homestead Senior High School 2001 — 2004
High School Diploma
EXIT Realty Corp. International October 2013 - Present
New York Life Insurance Company June 2006 - March 2013
Skills
Financial Planning, Financial Analysis, Sales, Marketing Communications
Education
Iona College 2001 — 2005
B A. marketing, Marketing sales, 2.9
New York Life Insurance Company December 2013 - Present
Morgan Stanley Investment Management March 2000 - March 2013
Morgan Stanley 2000 - 2013
Joseph, Heldfond & Rix June 1984 - July 1987
Skills
Administrative..., Equities, Investments, Alternative Investments, Asset Management, Mutual Funds
Education
French Culinary Institute 1997 — 1998
Grand Diplome, Culinary Arts/Chef Training
Jeff Corey Acting Class 1979 — 1983
n/a, Acting
New York Life Insurance Company June 1987 - Present
Skills
Retirement Planning, Mutual Funds, Investments, Fixed Annuities, Retirement, Strategic Financial..., Insurance, Securities, Series 7, Life Insurance, Series 63, Estate Planning, Financial Analysis, Wealth Management, Asset Management, Financial Services, IRAs, Fixed Income, Risk Management, Series 6
Education
Iona College 1996 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
NYLIFE Securities January 2013 - Present
New York Life Insurance Company January 2013 - Present
Blue Mouth Promotions LLC January 2007 - Present
Solar EOS October 2010 - May 2011
U.S. Census Bureau -- Census Coverage Management April 2010 - August 2010
Progressive Insurance March 2009 - May 2009
Progressive Insurance December 2004 - March 2009
Progressive Insurance May 2000 - December 2004
Progressive Insurance January 1995 - May 2000
Enterprise Rent-A-Car December 1992 - January 1995
Skills
Insurance, Team Leadership, Operations Management, Event Management, LEED, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
University of Maryland University College 2008 — 2011
Master of International Management, International Management(MIM)
University of Maryland University College 2005 — 2008
Master of Business Administration (MBA), Business Administration
Indiana University Bloomington
Bachelor, General Studies
KHS
TIAA-CREF June 2014 - Present
New York Life Insurance Company March 2011 - May 2014
CUNA Mutual Group 2008 - 2010
Thrivent Financial 2008 - 2009
Skills
Fixed Annuities, Series 7, Insurance, Retirement, Life Insurance, Retirement Planning, Term Life Insurance, Long-term Care, Disability Insurance, IRAs, Long Term Care Insurance, Mutual Funds, Whole Life, Estate Planning, 401k, Series 6, Series 63, Financial Planners, Strategic Financial..., Variable Annuities, Wealth Management, Financial Advisory
Education
Iowa State University 1987 — 1991
BA, Ag Business
New York Life Insurance Company September 2015 - Present
Virginia Latino Advisory Board August 2014 - Present
Democratic Latino Organization of Virginia January 2014 - Present
Morgan Stanley Wealth Management May 2014 - August 2015
Hampton Roads Hispanic Chamber of Commerce January 2013 - August 2014
Merrill Lynch October 2011 - May 2014
ITESM January 2010 - December 2010
E! Entertainment Television, Why Not, Eek Models, Pure Modeling, The Firm, Conceptos... April 2007 - February 2010
EGADE Business School November 2009 - December 2009
MW Biotec S.A. de C.V January 2006 - January 2008
Skills
Risk Management, Finance, Banking, Economics, Nonprofits, Politics, Strategic Financial..., Investments, Corporate Finance, Portfolio Management, Financial Modeling, Investment Banking, Business Strategy, Equities, Strategic Planning, Asset Management, Fixed Income, Derivatives, Financial Markets, Financial Analysis, Management, Analysis, Capital Markets, Private Equity, Spanish, Wealth Management, Credit Risk, Business Analysis, Emerging Markets, Leadership, Structured Finance, Trading, Negotiation, Project Management, Credit, Econometrics, Strategy, Market Research, Entrepreneurship, Team Leadership, Financial Risk, Microsoft Office, Business Planning, Microsoft Excel, Mergers, Management Consulting, Valuation, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
Communication and Media Studies
College for Financial Planning 2013 — 2013
Professional Dessignation, Accredited Asset Management Specialist
University of Notre Dame - Mendoza College of Business 2013 — 2013
Nonprofit Lobbying and Advocacy, Non-Profit/Public/Organizational Management
University of San Diego 2010 — 2010
Strategic Planning and Management, Business Administration and Management, General
Universitat Pompeu Fabra 2009 — 2010
Master, Banking and Finance
Tecnológico de Monterrey 2009 — 2009
MBA, Business Administration
Instituto Tecnológico Autónomo de México 2003 — 2008
Bachelor's degree, Political Science
Instituto Tecnológico Autónomo de México 2003 — 2006
Licenciatura, Economics
Wells Fargo September 2012 - Present
Wells Fargo Bank September 2010 - August 2012
Wells Fargo Financial May 2010 - August 2010
Argus Information and Advisory Services August 2009 - April 2010
Hudson City Savings Bank May 2009 - August 2009
New York Life Insurance Company June 2008 - October 2008
Skills
Finance, Customer Service, Microsoft Office, Teamwork, Leadership, Credit, Banking, Financial Analysis, Portfolio Management, Loans, Credit Analysis, Credit Risk, Credit Cards, Financial Services, Management
Education
Iona College 2008 — 2010
Business Administration, Finance
La Salle University 2006 — 2007
Business Administration, Finance
Wisdom Way Martial Arts Inc. May 2000 - Present
New York Life Insurance Company July 1990 - Present
Skills
Accounting, Budgets, Financial Analysis, QuickBooks, Insurance, MMA, Karate, Small Business, Kickboxing, Strategic Financial..., Team Building, Customer Service, Martial Arts, Training, Process Improvement, Risk Management, Business Planning, Coaching, Strategic Planning, Human Resources, Entrepreneurship, Management, Time Management, Leadership Development, Marketing, Life Insurance, Personal Training, Finance, Leadership, Teaching, Administration, Employee Benefits, Public Speaking, Fitness, Business Development, Operations Management, Analysis, Executive Management, Sales, Sports, Strategy
Education
Iona College 1991 — 1996
MBA, Management Information Systems
Iona College 1986 — 1990
BBA, Accounting
Polytron Inc December 2014 - Present
Big R Stores January 2012 - Present
AmeriFleet November 2010 - March 2011
Kohl's Department Store September 2009 - November 2010
U.S. 2010 Census 2010 - 2010
Mishawaka Rail Yard, Inc. 2000 - 2009
New York Life Insurance Company September 2007 - June 2008
Bankers Life and Casualty April 2007 - September 2007
Valmont Industries May 2006 - December 2006
B&R Mfg./Hadley March 2004 - January 2006
Skills
Purchasing, Lean Manufacturing, Forecasting, Cross-functional Team..., Budgets, Manufacturing, Inventory Control, Customer Service, Sales, Process Scheduler, Customer Satisfaction, Strategy, Warehousing, Human Resources, Strategic Planning, Management
Education
Indiana University South Bend 1982 — 1989
Marketing and Business Administration
Purdue University 1968 — 1973
Mishawaka High School 1964 — 1968
Diploma, College Prep
Smith Arnold Partners April 2014 - Present
Samuel Rudin Academic Resource Center at Iona College November 2010 - April 2014
Westchester County Department of Human Resources October 2012 - March 2013
New York Life Insurance Company August 2011 - November 2011
Skills
SPSS, PowerPoint, Microsoft Word, Statistics, Recruiting, Research, Teaching, Microsoft Excel, Internet Explorer, Human Resources, Quantitative Research, Outlook, Data Entry, Microsoft Office, Public Speaking, PCRecruiter, QuickBooks, InterviewStream, Payroll Processing, Event Planning, Social Media, Social Networking
Education
Iona College 2010 — 2013
MA, Industrial/Organizational Psychology
Iona College 2008 — 2012
BA, Psychology
New York Life Insurance Company September 2007 - Present
MetLife 2000 - August 2007
Skills
Risk Management, Life Insurance, Customer Service, Term Life Insurance, Underwriting, Risk Assessment, Medical Terminology, Permanent Life Insurance, Health Insurance, Medical Records, Medical Writing, Case Managment, Telephone Interviewing, Acrylic Painting, Murals, Paper Craft, Arts & Crafts, medical abbreviation
Education
Indiana University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), Language Arts
New York Life Insurance Company August 2012 - Present
Keller's IGA October 1991 - January 2011
Skills
401k Rollovers, Annuity Sales, Insurance, Key Person Protection, Protection..., Legacies, Long-term Care, Wealth Preservation..., Estate Planning
Education
Indiana Wesleyan University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration
Hillsdale College (Michigan)
Grocery Store Operations
Purdue University
New York Life Insurance Company November 2005 - Present
Adams & Knight Advertising October 2004 - October 2005
First Marketing Company July 2002 - September 2004
Zimmerman Partners Advertising (Omnicom) December 1999 - July 2002
Sir Speedy Printing October 1998 - November 1999
Schoen, Kapelus & Cipriano Advertising June 1996 - September 1998
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Lotus Notes, Google Analytics, Vignette CMS, QuarkXPress, Social Media Marketing, Copywriting, Newsletters, Editing, Marketing Strategy
Education
Iona College 1991 — 1995
Bachelor of Arts, Mass Communications, Concentration: Advertising
One Resource Group May 2011 - Present
New York Life Insurance Company 2010 - November 2011
Verizon November 1997 - August 2009
Education
Indiana University-Northwest
BA, Organizational Communication
New York Life Insurance Company January 2010 - January 2011
Skills
Retirement
Education
Indiana University-Southeast 2007 — 2011
Business, Finance/Marketing
New York Life Insurance Company August 2013 - Present
Trace Financial Services 2008 - August 2013
Centers for Specialty Care May 2011 - February 2013
Sterling Asset Management Group November 2010 - April 2011
Skills
Marketing, Marketing Strategy, Social Media, Social Media Marketing, Leadership, Management, Email Marketing, Editing, Lead Generation, Marketing Communications, Market Research, Online Advertising, Online Marketing, Copywriting, New Business Development, Event Planning, Strategic Planning, Public Speaking, Business Development, Microsoft Office, Advertising, Event Management, Project Management, Non-profits, Account Management, B2B, Corporate Communications, Budgets, Negotiation, Sales, Sales Management, Direct Marketing, Marketing Research, SEO, Entrepreneurship, Social Networking, Facebook, SEM, Strategy, Web Analytics, Integrated Marketing, E-commerce, Public Relations, Marketing Management, Business Strategy, Customer Service, Product Marketing, Competitive Analysis, CRM, Digital Marketing
Education
Iona College 2003 — 2006
MA, Mass Communications, 3.85 GPA
K. Singh Agency March 2014 - Present
New York Life Insurance Company February 2011 - January 2014
WPIX-TV May 2010 - October 2010
WPIX-TV, New York, NY 1979 - May 2010
Skills
Television, Video Production, Storytelling, Photography, Broadcast, Avid, Breaking News, Non-linear Editing, Broadcast Journalism, Film, Radio, Editing, Blogging, Video, Final Cut Pro
Education
Iona College
BS, Broadcast Journalism
Sheakley May 2013 - Present
Premier Office Equipment September 2012 - April 2013
New York Life Insurance Company December 2010 - September 2012
NUTRISHOP USA June 2010 - December 2010
Wells Fargo July 2003 - January 2010
Skills
Detail Oriented, Active Listening, Relationship Development, Financial Planning, Financial Analysis, Business Strategy, Succession Planning, Retirement Planning, Customer Relations, Compliance Audits, Legal Compliance, Retirement Plan..., Foundation Management, Family Protection, Customer Service, Strategic Financial..., B2B Marketing Strategy, Financial Metrics, Document Management, Technology Solution..., Business Process..., Workflow Management, Business Workflows, Operational Risk, Operational Streamlining, Operational Strategy, Operational Efficiency, Executive Level..., Strategy, Management, New Business Development, Sales, Training, Budgets, 401k, Life Insurance, Quality Auditing, Employee Benefits, Strategic Planning, Team Building
Education
Iowa State University 1999 — 2002
Bachelors, Marketing
Ames High School 1994 — 1998
New York Life Insurance Company January 2015 - Present
Running Pony January 2013 - January 2015
Message Factors, Inc. December 2004 - January 2013
Signature Advertising December 2002 - December 2004
Health Communications, Inc. December 1997 - December 2002
Chandler Ehrlich June 1995 - December 1997
The Meridian Group November 1987 - June 1995
Lake Spiro Shurman November 1984 - November 1987
WNCI Radio - Nationwide Communications January 1982 - October 1984
Wolftracks 1975 - 1978
Skills
Integrated Marketing, Market Research, Marketing Strategy, Marketing, Advertising, Strategy, Strategic Planning, Account Management, Marketing Communications, Social Media Marketing, Public Relations, Marketing Research, Management, Brand Management, Social Media, New Business Development, Email Marketing, Online Marketing, Media Planning, Entrepreneurship, Customer Service, Brand Development, Digital Marketing, Direct Marketing, Training, Business Strategy, Team Leadership, Segmentation, Budgets, Market Planning, Customer Satisfaction, B2B, CRM, Digital Strategy, Marketing Management, Interactive Marketing, Competitive Analysis, Business Planning, Brand Equity, Key Account Management, Customer Insight, Product Launch, Video Production, Project Planning, Client Service, Data Analysis, Research, Databases, Business Analysis
Education
Indiana University Bloomington 1971 — 1975
Marketing/Advertising
Arlington High School, Indianapolis 1967 — 1971
Graduate
St. Andrews the Apostle 1959 — 1967
Graduate, Elementary
Unique Weddings and Events November 2011 - Present
Arthur Rutenberg Homes November 2013 - June 2014
Tampa Tile Center June 2012 - November 2013
New York Life Insurance Company November 2011 - July 2012
International Academy of Design and Technology March 2011 - November 2011
Skills
Interior Design, Customer Service, Sales, Strong organizational..., Strong verbal and..., Proficient in Microsoft..., Proficient in Auto CAD..., Proficient in..., Proficient in Auto Desk..., Photoshop, InDesign, Product Design, Creative Direction, CAD, Event Management, Revit, Project Planning
Education
International Academy of Design and Technology-Tampa 2009 — 2012
Bachelor's of Fine Arts, Interior Design
Cardinal Health November 1998 - January 2014
CPS Corporation January 1995 - November 1998
United Insurance Company January 1988 - January 1995
New York Life Insurance Company January 1974 - January 1977
Skills
Healthcare, Cross-functional Team..., Process Improvement, Medical Devices, Healthcare Information..., Software Documentation, Product Development, Project Management, Business Process..., Leadership, Hospitals, Visio, Product Launch, Market Development, Sales Operations, Data Analysis, SharePoint, Software Development, Technology, Healthcare Industry, SDLC, Team Building, Business Development, Pharmaceutical Industry, Quality Assurance, Vendor Management, Business Intelligence, Business Analysis, Operating Systems, Web Analytics, Marketing Communications, Management, Training, SAP, E-commerce, CRM, Marketing, Change Management, IT Strategy, IT Management, Analytics, Customer Service, Microsoft Excel, Microsoft Office, Office Administration, Risk Assessment, User Experience
Education
Sawyer Business College 1998 — 1998
Business Administration, Accounting and Business/Management, A
Indiana University-Northwest
New York Life Insurance Company August 1994 - Present
Group Health Inc. April 1989 - July 1994
The Bank of New York December 1985 - March 1989
Paint Products Inc. 1979 - 1981
Skills
Information Technology, Architecture, Enterprise Architecture, Management, Requirements Analysis, Vendor Management, IT Strategy, Technical Support, Business Analysis, Disaster Recovery, SDLC, ITIL, Unix, IT Management, Integration, Architectures, Data Center, Cloud Computing
Education
Iona College Graduate School
Masters, Telecommunications
Iona College
B.A., Computer Information Science
Hamden High School 1979 — 1981
New York Life Insurance Company 2013 - Present
Tech Data 2011 - 2012
Bank of America November 2009 - September 2010
Bank of America January 2005 - November 2009
Skills
Branding & Identity, InDesign, Illustrator, Creative Direction, Marketing, HP, Corporate Branding, Digital Photography, HP Service Manager, Graphic Design, Digital Marketing, Advertising, Customer Service, Sales Management, New Business Development, Online Marketing, Social Networking, Social Media Marketing, Facebook, Social Media, Account Management
Education
University of South Florida - College of Business Administration
Bachelor of Business Administration (B.B.A.), Business Administration--Concentrations in Marketing and Management Information Systems
Hillsborough Community College
Associate of Arts (A.A.), Business Administration, Management and Operations
International Academy of Design
Associate of Arts (A.A.), Graphic Design
Chrysler, Dodge, Jeep, Ram! February 2015 - Present
TMX Finance January 2014 - February 2015
Georgia Tech Council, L.I.S.T.A. January 2012 - February 2015
NYLIFE Securities LLC. April 2013 - October 2013
New York Life Insurance Company December 2011 - April 2013
NYLIFE Securities LLC June 2011 - December 2011
LiquidLife Insurance Group August 2009 - June 2011
Delta Air Lines May 1990 - October 2006
Skills
Macro Assets..., Team Leadership, Time Management, Team Building, Variable Annuities, Cash Value Life..., Vertical Risk Management, Tax Diversification..., Risk Management, Analysis, Training, Recruiting, Coaching, Management, Tax, Life Insurance, Building Relationships, Overcoming Objectives, Transportation..., Benefits Negotiation, Team Management, Business Development, Budgets, Business Planning, Community Outreach, Contract Management, Customer Service, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Analysis, Financial Services, Fixed Annuities, Human Resources, Insurance, Interviews, Leadership, Investments, Leadership Development, Marketing, Negotiation, Networking, Organizational..., PowerPoint, Process Improvement, Retirement, Retirement Planning, Sales, Small Business
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1988 — 1991
Business Administration
MassMutual Financial Group May 2013 - Present
Cooking 2 Connect 2010 - May 2013
Self-employed 2009 - May 2013
Central Financial Group January 2013 - April 2013
New York Life Insurance Company July 2011 - October 2012
Education
Iowa State University
BS, Marketing
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company March 2014 - Present
DLB March 2013 - March 2013
United Water October 2002 - February 2013
United Water September 2002 - March 2008
City of Dallas July 1999 - October 2002
Skills
Leadership, Public Speaking, 401k Rollovers, Account Management, Annuity Sales, Building Relationships, Business Insurance..., Communication, Creative Problem Solving, Customer Relations, Customer Satisfaction, Direct Sales, Education Funding..., Estate Planning, Financial Services, Grandchild Gifting, Insurance, Investments, IRA Rollovers, Legacy Planning, Licensed in Long Term..., Life Insurance, Life Insurance..., Lifetime Income..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Relationship Management, Retirement Planning, Seminar Marketing, Service Delivery, Term Life Insurance, Small Business, Wealth Preservation..., Workshop Facilitation, Writing, Planning, Customer Service, Operations Management, Sales, Microsoft Office, Social Media, Marketing, Finance
Education
Jackson State University 1980 — 1982
MS, BIOLOGY/TOXICOLGY
Jackson State University 1974 — 1982
BS & MS, CHEMISTRY/BIOLOGY
Iowa State University 1978 — 1980
BIOCHEMISTRY
NYLIFE Securities, LLC March 2004 - Present
New York Life Insurance Company July 2007 - November 2008
Modine Manufacturing Company December 1983 - December 1996
Education
Indiana University-Purdue University at Fort Wayne 1979 — 1983
AAS
Indiana University-Purdue University at Fort Wayne 1979 — 1983
Associate of Science (A.S.)
The American College
LUTCF
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company July 2014 - Present
Tuscarora Intermediate Unit 11 January 2010 - Present
Allstate February 2013 - June 2014
Breeze Industrial Products April 2003 - January 2010
Pennsylvania Department of Transportation 2001 - 2003
Skills
Training, Adult Education, Staff Development, Customer Service, Strategic Planning, E-Learning, Team Building, Sales, Coaching, Leadership, Microsoft Office, Teaching, PowerPoint, Insurance, Leadership Development, Organizational..., Public Speaking, Program Management, Project Management, Purchasing, Lean Manufacturing, Instructional Design, Budgets, Owner-managed businesses, 401k Rollovers, Annuity Sales, Education Funding, Estate Planning, Investments, Business Planning, Legacies, Retirement Planning, Risk Management
Education
Indiana University of Pennsylvania 2006 — 2008
Masters, Business and Workforce Development
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company January 2015 - September 2015
Mutual of Omaha January 2012 - January 2015
Knights of Columbus June 2011 - January 2012
Sears Holdings Corporation January 2007 - August 2011
Skills
Customer Service, Leadership, Microsoft Office, Sales, Insurance, PowerPoint, Public Speaking, Social Media, Microsoft Word, Financial Services
Education
University of Iowa 2005 — 2008
Biochemistry, Marketing, Finance
Iowa Central Community College 2003 — 2004
Linn-Mar High School 1999 — 2003
Lucchino Insurance & Financial Group July 2015 - Present
Eagle Strategies, LLC May 2000 - Present
New York Life Insurance Company May 1980 - Present
Skills
Retirement Planning, Retirement, Insurance, Estate Planning, Investments, Life Insurance, Securities, Disability Insurance, Small Business, Term Life Insurance, Fixed Annuities, Finance, Long-term Care, Management
Education
Indiana University of Pennsylvania 1971 — 1975
Bachelor of Arts (B.A.), Education-Mathematics
Balderdash&Co September 2015 - Present
Record Printing Company May 2015 - Present
Gannett September 2014 - January 2015
The bridal connection October 2013 - May 2014
New York Life Insurance Company 2012 - 2013
Granny t's garden 2010 - 2012
Abercrombie & Fitch 2009 - 2010
Skills
Logo Design, Photography, InDesign, Licensed Life & Health..., Adobe Creative Suite, Graphic Design, Graphics, Social Media, Advertising, Photoshop, Illustrator
Education
Iowa Central Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Graphic Design
Grand View College 2010 — 2010
Public Relations, Advertising, and Applied Communication
humboldt high school 2003 — 2007
High school diploma
World of Beer Franchising, Inc. January 2014 - Present
New York Life Insurance Company March 2013 - January 2014
Bloomin' Brands Inc. May 2010 - March 2013
Outback Steakhouse October 2004 - May 2010
Outback Steakhouse 2004 - 2005
Skills
Graphic Design, Illustrator, Advertising, InDesign, Photoshop, Print, Brochures, Layout, Art, Graphics, Adobe Creative Suite, QuarkXPress, Art Direction, Traffic Management, Project Management, Translation, Pre-press, Social Media Marketing, Marketing, Direct Mail, Customer Service, Marketing Strategy
Education
International Academy of Design 2000 — 2004
BFA, Advertising & Design
New York Life Insurance Company August 2015 - Present
Gassafy Wholesale July 2012 - July 2015
The Home Depot 2000 - 2012
Skills
Inventory Management, Merchandising, Retail, Purchasing, Inventory Control, Customer Service, Visual Merchandising, Negotiation, Forecasting, Supply Chain, Supply Chain Management, Management, Logistics, Pricing, Store Management, Sales Management, Sales, Leadership
Education
Indiana University—Purdue University Fort Wayne 2000 — 2002
Mechanical Engineering
Eastside High School 1996 — 1999
High School, General Studies
New York Life Insurance Company August 2012 - Present
Metropolitan Life Insurance Company January 2011 - August 2012
Independent Marketing Consultant September 2009 - December 2010
AXA Equitable May 2007 - May 2009
Mercy College June 2005 - August 2008
MetLife March 2005 - May 2007
MetLife February 2003 - March 2005
MetLife June 1999 - January 2003
The Lake Group October 1998 - May 1999
Main Street Marketing July 1997 - September 1998
Skills
Campaign Management, Direct Marketing, Marketing Strategy, P&L responsibility, Response Analysis, Marketing Operations, Marketing Management, Budget Management, Campaign Strategy, Strategic Planning, Metrics, Vendor Management, Data Analysis, Business Strategy, Business Planning, Project Planning, Project Management, Budgets, CRM, P&L Responsibility, Management, Program Management, Strategy, Marketing, Competitive Analysis, Leadership, Market Analysis, Direct Mail, Lead Generation, Product Marketing, Segmentation, Operations Management, Database Marketing, Forecasting, Analysis, Integrated Marketing, Market Research, B2B Marketing, Sales
Education
University of California, San Francisco 2009 — 2010
Master's Certificate, Internet Marketing
Iona College 1992 — 1994
MBA, Marketing
University of Hartford 1985 — 1989
BA, History
New York Life Insurance Company June 2009 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Strategic Financial..., Wealth Management, Investments, Series 7, Estate Planning, Life Insurance, Series 63, IRAs, Long-term Care, Disability Insurance, Securities, Insurance, 401k, Asset Allocation, Investment Advisory, Term Life Insurance, Financial Planners, Portfolio Management, Financial Advisory, Series 6, Universal Life, Alternative Investments, Financial Planning
Education
Indiana University of Pennsylvania 2005 — 2009
Bachelor in Small Business Entrepreneurship, Minor in Economics
HIghlands HIghschool 2001 — 2005
New York Life Insurance Company July 2015 - Present
VisionMenu September 2014 - June 2015
QuareQ www.Qone.me May 2014 - September 2014
Fort Wayne Toyota - Lexus June 2013 - April 2014
Skills
Sales, Customer Service, Leadership, Public Speaking, Microsoft Office, Marketing, PowerPoint, Team Building, Event Planning, Cold Calling, Microsoft Word, Microsoft Excel, Management, Social Networking, Training, Strategic Planning, Life Insurance, Retirement Planning
Education
Indiana Wesleyan University
Bachelor of Science (BS), Business Administration, Management and Operations
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company February 2014 - Present
Patterson Veterinary June 2008 - July 2014
American Veterinarian Supply Corporation October 2006 - June 2008
Nestlé Waters North America September 1990 - October 2006
Skills
Financial Services, Retirement Planning, Investments, Life Insurance, Small Business, Business Succession..., Annuity Sales, Buy-sell Agreements, Estate Planning, Key Person Insurance, Licensed Life Insurance..., Life Insurance..., Permanent Life Insurance, Personal Finance, Succession Planning, Term Life Insurance, Supplements to Employee..., Wealth Preservation..., 401(k) Rollovers, Asset Protection, Account Management, IRA Rollovers, Business Exit Strategy, Business Insurance..., Education Funding..., Grandchild Gifting, Insurance, Legacies, Licensed in Long Term..., Lifetime Income..., Protection..., Retirement, Risk Management, Wealth Transfer..., Leadership, Sales Management, Customer Service, Sales, Sales Operations
Education
Indiana University of Pennsylvania 1988 — 1992
Bachelor's Degree, Business Administration and Management, General
New York Life Insurance Company 2015 - Present
Skills
Sales, Sales Operations, Account Management, Sales Management, Key Account Management, Leadership, Customer Service, Marketing, Business Development, Management, Team Building
Education
Indiana Wesleyan University
Bachelor of Science (BS), Business Administration and Management, General
Wawasee High School 1992 — 1996
Diploma, General Studies
Better Business Bureau Serving Western Michigan April 2015 - Present
Cross Platform Media Group March 2014 - April 2015
RadioShack October 2013 - April 2014
New York Life Insurance Company November 2012 - September 2013
Creative Promotions October 1996 - April 2013
Praise FM Radio Network October 1996 - July 1998
Integrity Music August 1994 - September 1996
WFRN Radio May 1988 - July 1994
Skills
Licensed Life Insurance..., Insurance, Annuity Sales, Investments, Retirement Planning, Web Design, Radio Promotions, Radio, Small Business, Public Speaking, Term Life Insurance, Social Media, Broadcast, Radio Broadcasting, Protection..., Music Industry, Event Planning, Retirement, Multi-generational..., IRAs, Customer Service, Voice Over, Public Relations, Promotions, Strategic Planning, Management, Marketing Strategy, Event Management, WordPress, Video Production
Education
Taylor University 1987 — 1988
BA in Mass Communications, Radio/TV Communications
Indiana Wesleyan University 1984 — 1986
Christian Ministries, Communications
New York Life Insurance Company November 2014 - Present
Fremont Community Schools 2008 - 2014
Fort Wayne Community Schools September 1991 - June 2008
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Retirement Savings, Retirement Income..., Leadership
Education
Indiana University—Purdue University Fort Wayne 1988 — 1991
Master's Degree, Educational Leadership and Administration, General
New York Life Insurance Company May 2007 - Present
New York Life Insurance Company 2005 - 2007
Equisearch Services, Inc. 2004 - September 2005
Iona College 2001 - 2003
Skills
Writing, Research, Editing, Newsletters, Marketing Communications, Internal Communications, Public Speaking, Publications, Copy Editing, Microsoft Office, Corporate Communications, Social Media, Marketing Strategy, Event Planning, Microsoft Word, Market Research, Public Relations, Marketing, Social Networking, Copywriting, Insurance, Publishing, Facebook, Media Relations, Social Media Marketing, Advertising, Blogging, Email Marketing, Strategic Communications
Education
Iona College 2001 — 2003
M.A., English Literature
Iona College 1997 — 2001
B.A., English Literature
New York Life Insurance Company January 2015 - Present
National Securities June 2013 - July 2013
Wilson Tire Center February 2007 - May 2013
Skills
Problem Solving, Business Development, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Management, Sales, Social Media, Investment Banking, Leadership
Education
Inter American University of Puerto Rico-Ponce 2007 — 2013
Bachelor of Business Administration (BBA), Major on Business Development and Management, Minor on Finance
East Metro Integration District 6067 August 2013 - May 2014
Parsons Orthodontics May 2011 - November 2012
New York Life Insurance Company November 2010 - May 2011
TCF Bank April 2008 - December 2010
Spring Lake Park High School August 2009 - May 2010
Lutheran Services in Iowa August 2007 - November 2007
Beloit College June 2007 - July 2007
Iowa State University August 2006 - May 2007
Iowa Stars Professional Hockey Team (AHL) September 2006 - March 2007
Skills
Customer Service, Time Management, Training, Sales, Leadership, Data Entry, Teaching, Microsoft Office, Event Planning, Customer Relationship..., Cross-functional Team..., Business Operations, Student Development, Student Counseling, Career Counseling, Customer Satisfaction, Microsoft Excel, Public Speaking, Accounts Receivable, Microsoft Word, Adobe Creative Suite
Education
Minnesota State University, Mankato 2008 — 2010
M.S., Counseling & Student Personnel
Iowa State University 2003 — 2007
B.A., Art & Design, Psychology
Arch Benefits Group January 2015 - Present
MLG Capital Group, LLC September 2013 - Present
New York Life Insurance Company January 2013 - September 2013
The Gig Bureau February 2012 - December 2012
Edward Jones February 2010 - January 2012
Wireless Lifestyle 2010 - 2011
Skills
Retirement Planning, Life Insurance, Estate Planning, Insurance, IRAs, 401k Rollovers, Time Management, Small Business, Customer Service, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Thought Leadership, Multi-generational..., Multi-tasking Skills, Protection..., Wealth Preservation..., Asset Protection, Succession Planning, Management, Event Planning, Marketing, Sales, Accounting, Loan Origination, Graphic Design, Commercial Real Estate, Proposal Writing, Report Writing, Public Speaking, Communication, Project Management, Microsoft Office, Social Media, Healthcare, Disability Insurance, Employee Benefits, Voluntary Employee..., Affordable Care Act, Group Benefit Plans
Education
Iowa Wesleyan College
Accounting and Finance
Missouri State University
Business
Oakville High School
New York Life Insurance Company April 2014 - Present
Presidential Director December 2011 - March 2014
Skills
401k Rollovers, Asset Protection, CLU, CRPC, CRPS, LUTCF, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life & Health..., Licensed Life Insurance..., Licensed Long Term Care..., Multi-generational..., Retirement Planning, Small Business, Communication, Multi-tasking Skills, Thought Leadership, Investments, Training, Personal Finance, Lifetime Income..., Seminar Marketing, Supplements to Employee..., Public Speaking, Permanent Life Insurance, Term Life Insurance, Business Exit Strategy, IRA Rollovers
Education
New York Chiropractic College 2004 — 2007
Doctor of Chiropractic, Chiropractic
Indiana University of Pennsylvania 2001 — 2004
BS, Biology
Indiana University of Pennsylvania 2001 — 2004
Bachelor of Science, Biology and Natural Sciences / Pre-Chiropractic
Central Dauphin High School 1994 — 2000
Diploma, College Prep
The Morris Group -- Insurance & Financial Services 1985 - Present
New York Life Insurance Company 1985 - Present
NYLIFE Securities LLC 1985 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Protection Planning /..., Investments, Asset Protection, Annuities, 401(k) Rollovers, Wealth Preservation..., Gifting Strategies, Multi-Generational..., Legacies, Small Business, Key Person Protection, Fixed Annuities, Long-term Care, Life Insurance, Finance, Financial Services, Securities, Multi-generational..., Long Term Care Insurance, Retirement, Strategic Financial..., 401k, IRAs, Term Life Insurance, Financial Planners, Whole Life, Universal Life, Series 63, Series 6, Health Insurance, Mutual Funds, Series 7, Employee Benefits, Disability Insurance
Education
Iona College 1968 — 1973
Bachelor of Arts (BA), History
IONA Prep 1965 — 1968
New York Life Insurance Company March 2004 - Present
Skills
Insurance, Retirement Planning, Fixed Annuities, Retirement, Long-term Care
Education
Iona College 1999 — 2003
BBA, Management
Carmel High School, Carmel, NY 1995 — 1999
New York Life Insurance Company May 2011 - Present
Iowa State University Intramurals August 2007 - May 2011
Lake Ponderosa Marina May 2007 - September 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Insurance, Investments, Sales, Financial Analysis, Advertising, Leadership, Marketing
Education
Iowa State University - College of Business 2007 — 2011
Bachelor of Science
Iowa State University - College of Business
New York Life Insurance Company May 2013 - Present
Enlace Latino USA June 2012 - 2014
Liberty Mutual April 2010 - May 2013
Puerto Rico Volleyball Federation January 1994 - January 2010
Department of Education of Puerto Rico January 2007 - December 2009
Skills
Sales, Recruiting, Marketing, Leadership, Selling, Sales Operations, Networking, Strategic Planning, Team Building, New Business Development, Small Business, Training, Marketing Strategy, CRM, Management, Event Planning, Microsoft Office, Coaching, Events Coordination, Event Marketing Strategy, Social Media, PowerPoint, Public Relations, Entrepreneurship, Bilingual-Spanish, Insurance, Account Management, Sales Management, Property & Casualty..., Budgets, Contract Negotiation, Nonprofits, Team Leadership, Workers Compensation, Business Development, Analysis, Business Planning, Spanish, Public Speaking
Education
Inter-American University of Puerto Rico-Arecibo Campus 1998 — 2003
BA, Criminal Justice
Rutgers, The State University of New Jersey-Newark 1995 — 1997
Criminal justice, Criminology
Lakeshore July 2014 - Present
Folsom Skis May 2013 - Present
Bradsby Group January 2012 - May 2013
Criterion Management LLC. June 2010 - January 2012
New York Life Insurance Company April 2010 - June 2010
Skills
PowerPoint, Excel, Word, Microsoft Office, Access, Salesforce/CRM Systems, Market Research, Marketing, Sales, Microsoft Excel, Microsoft Word, Social Media Marketing, Account Management, Social Media, Budgets, Recruiting, Interviews, Human Resources, Training, Strategic Planning, Project Management, Salesforce.com, Time Management, Consulting, Management, Leadership, Outsourcing, CRM, Business Development, New Business Development, Business Strategy, Social Networking
Education
Iona College
Bachelor of Arts (B.A.), Mass Communication
Yorktown High School 1969 — 1999
R2 Financial Strategies January 2015 - Present
Hanson & Rainforth Financial Group July 2006 - Present
New York Life Insurance Company March 2000 - Present
Meredith Corporation November 1988 - January 2000
Skills
Retirement Planning, Insurance, Investments, Estate Planning, Management, Licensed in Long-Term...
Education
Iowa State University - College of Business 1983 — 1986
MS-Marketing, Marketing
PharMerica April 2015 - Present
Carolina Panthers March 2015 - Present
Sava Senior Care January 2014 - December 2014
Wells Fargo January 2012 - January 2014
Sanofi-Aventis US November 2002 - January 2011
Roche Laboratories, Inc. November 1996 - October 2002
Rhone-Poulenc Rorer February 1995 - November 1996
Syntex Laboratories, Inc. February 1989 - January 1995
Canada Dry/Coors Distributing Company of New York August 1986 - February 1989
New York Life Insurance Company August 1985 - August 1986
Skills
Cardiology, Neurology, Virology, Diabetes, Pain Management, Hospital Sales, Specialty Sales, Primary Care Sales, Financial Products and..., Pharmaceutical Sales, Long-term Care, New Product Launches, Product Launch, Sales, Infectious Diseases, Account Management, Sales Operations, Selling Skills, Pharmaceutical Industry, Managed Care, Sales Effectiveness, Medical Devices
Education
Iona College 1981 — 1985
Bachelor of Business Administration, Marketing
North Babylon High School 1978 — 1981
High School
TEAR1 October 2014 - Present
Accountemps February 2014 - September 2014
New York Life Insurance Company May 2013 - November 2013
United We Carry February 2010 - November 2013
Life Time - The Healthy Way of Life Company October 2012 - February 2013
Walser Automotive Group August 2010 - May 2011
Tires Plus Total Car Care April 2009 - August 2010
LIDS Sports Group January 2006 - June 2006
Skills
Recruiting, Employee Benefits, Applicant Tracking..., Talent Acquisition, Onboarding, Internet Recruiting, Temporary Placement, College Recruiting, Talent Management, Sales, Customer Service, Customer Retention, Training, Teaching Adults, Microsoft Office, Leadership, Sourcing, Management, Hiring, Interviews, Marketing, Customer Satisfaction, Relationship Building
Education
Inver Hills Community College 2009 — 2013
Associate of Arts (AA), General Studies
Deloitte Transactions and Business Analytics August 2014 - Present
Deloitte Transactions and Business Analytics, LLP August 2012 - August 2014
Various Engagements March 2011 - June 2012
New York Life Insurance Company 2010 - 2012
Riley Bennett & Egloff, LLP August 2007 - February 2010
Skills
Litigation, Document Review, Legal Writing, Litigation Support, Strategy, Due Diligence, Civil Litigation, Construction Law, Legal Research, Business Process, Insurance, Business Strategy, Forensic Analysis, Fraud, Relativity, Computer Forensics, Project Management, Legal Discovery, Litigation Consulting, Commercial Litigation, Corporate Law, Real Estate, Arbitration, Corporate Governance, FCPA, Legal Assistance, Dispute Resolution, Legal Compliance, Mediation, Legal Advice, Product Liability, Litigation Management, Immigration Law, Legal Issues, Trials, Appeals, Data Privacy, Insurance Law, Internal Investigations, Private Investigations, Legal Documents, Document Drafting, Expert Witness, Medical Malpractice, Alternative Dispute..., Property Law, Securities Litigation, Class Actions, Data Governance, Courts
Education
Indiana University School of Law—Bloomington 2004 — 2007
Doctor of Law (J.D.), Law
Vanderbilt University 2000 — 2004
Bachelor of Science (BS), Economics
union high school 1996 — 2000
High School Diploma
Appirio October 2014 - Present
New York Life Insurance Company December 2013 - October 2014
American Transit September 2012 - September 2013
Weinrib & Connor January 2012 - September 2012
Iona College January 2009 - June 2012
Iona College September 2008 - 2012
InspiriaMedia February 2011 - August 2011
Bradley Events September 2010 - December 2010
Westchester County May 2010 - September 2010
Columbus PRCo February 2009 - May 2009
Skills
Microsoft Office, Detail Orientation, Organizational..., Marketing, Event Planning, Public Relations, Social Media, Training, Management, Competitive Analysis, Microsoft Excel, Recruiting, Research, Advertising, Customer Service, Sales
Education
Iona College 2008 — 2012
Bachelor of Business, Marketing and Management
Iona College 2008 — 2012
Bachelor, Marketing; Marketing
BGD Enterprises January 2013 - Present
Kid's Hope USA February 2012 - Present
New York Life Insurance Company 2010 - 2012
Appalachia Service Project May 2009 - August 2010
Skills
Direct Sales, Motivational Speaking, Leadership Development, Personal Development, Entrepreneurship, Business Development, Leadership, Social Networking, Small Business, Business Planning, Marketing, Training, Coaching, Consulting, Strategy, Team Building, Start-ups, New Business Development
Education
Iowa State University - College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Marketing
R.D. Winthers Financial Group January 1995 - Present
North American Power and Gas, LLC August 2012 - January 2015
Rowan College at Burlington County (Formerly Burlington County College) 2009 - 2012
Association of Community College Trustees 2002 - 2009
American Communication Network (ACN) 1996 - 2004
New York Life Insurance Company January 1984 - January 1995
R. D. Winthers Advertising & Marketing January 1976 - May 1984
Dunn & Bradstreet January 1976 - January 1983
National Telephone Directory Corporation January 1970 - January 1976
Skills
Insurance, Employee Benefits, Term Life Insurance, Long Term Care, Brokers, Life Insurance, Long-term Care, Marketing, Strategic Financial..., Investments, Small Business, Fixed Annuities, Leadership, Retirement Planning, Health Insurance, Sales, Retirement, Disability Insurance, Direct Sales, Advertising, Strategic Planning, Public Speaking, Estate Planning, Long Term Care Insurance, Finance, Time Management, Entrepreneurship, Financial Analysis, Fundraising, Securities, Financial Services, Event Planning, Nonprofits, Leadership Development, Networking, Training, Team Building, Strategy, Management, Coaching
Education
Inter American University of Puerto Rico-Bayamon
The American College
University of Maine
University of Puerto Rico
Air Line Pilots Association November 1993 - Present
Northwest Airlines January 1984 - November 1993
New York Life Insurance Company October 1981 - January 1984
Education
Inver Hills Community College 2013 — 2016
Associate of Science (A.S.), Paralegal
Roosevelt Senior High School, Minneapolis, Minnesota 1977 — 1980
Humana October 2011 - Present
Brown Mackie College October 2009 - October 2011
Brown Mackie College October 2008 - September 2009
New York Life Insurance Company May 2008 - September 2008
Bullitt County Board of Education August 2005 - May 2008
Skills
Admissions, Resume Writing, Customer Service, Fundraising, Sales, Public Speaking, Higher Education, Event Planning, Interpersonal..., Microsoft Office, Student Affairs, Curriculum Design, Strategic Planning, PowerPoint, E-Learning, Microsoft Word, Recruiting, Nonprofits, Curriculum Development, Social Networking, Adult Education, Distance Learning
Education
Argosy University 2010 — 2011
Management
Indiana University-Southeast 2000 — 2005
Bachelor's, Secondary Education
Silver Creek High School
Luana Savings Bank November 2012 - Present
New York Life Insurance Company October 2011 - October 2012
ING June 2010 - November 2011
ING January 2008 - June 2010
AEGON December 2006 - August 2007
College Pro October 2004 - August 2005
Skills
Life Insurance, Investments, Sales, Portfolio Management
Education
Iowa State University - College of Business 2003 — 2007
Finance, Real Estate, Banking, Investments
Keller Williams Florida Partners 2015 - Present
Tax Care Inc March 2014 - Present
Affinity Insurance Strategies October 2011 - Present
Keller Williams Florida Partners 2015 - 2015
Allstate Financial Services, LLC January 2013 - August 2014
New York Life Insurance Company January 2008 - January 2013
Lehman Brothers / BNC Mortgage / Finance America 2005 - 2008
Nations Mortgage January 2003 - January 2005
Florida Mortgage Funding January 2002 - January 2003
Skills
Annuities, Property and Casualty..., Long-term Care, Retirement Planning, Estate Planning, Student Financial Aid, Retirement, Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Loans, Personal Finance, Underwriting, Mortgage Lending, Sales, Sales Management, Sales Cycle Management, Marketing, Recruiting, Competency Based..., Behavioral Interviewing, Interview Skills, Management, Fixed Annuities, Credit, Leadership, Term Life Insurance, Financial Services
Education
Iowa State University 1997 — 1998
History, Economics
St. Ambrose University 1996 — 1997
Provia Laboratories November 2014 - Present
Team Fight to Walk November 2010 - Present
Rye Port Real Estate, Inc May 2005 - Present
New York Life Insurance Company May 2011 - September 2013
Kinder Box & Dreams Boutique, Rye Brook, NY February 2008 - February 2009
Skills
Event Planning, Customer Service, Event Management, Facebook, Microsoft Office, Mortgage Lending, Public Relations, Public Speaking, Social Media, Sales, Social Media Marketing, Social Networking, Strategic Planning
Education
Iona College
Masters, Public Relations
Tom Kelley Buick GMC 2014 - Present
SMS Consulting Firm March 2013 - December 2013
New York Life Insurance Company April 2011 - December 2012
Charleston Service Inc. June 2003 - March 2011
Skills
Sales, Customer Service, Microsoft Office, Sales Management, Marketing, New Business Development, Negotiation, Contract Negotiation, Strategic Planning, PowerPoint, Social Media, Microsoft Excel, Inventory Management, Team Building, Account Management, Sales Process, Budgets, Financial Analysis, Marketing Strategy, Market Research, Sales Operations, Microsoft Word, Direct Sales
Education
Indiana University-Purdue University at Fort Wayne 2001 — 2006
BS, Medical Science
Bishop Dwenger High School 1997 — 2001
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company March 2012 - Present
Print Marketing Concepts February 1997 - October 2012
Mid Atlantic N.A.M.E. 2007 - 2010
Lake Charles American Press February 1989 - July 1997
Daily Advertiser 1996 - 1997
The Houston Post 1985 - 1989
Palladium Item 1983 - 1985
Skills
Financial Services, Estate Planning, Wealth Preservation..., Licensed in Long Term..., IRA Rollovers, Gifting Strategies, Annuity Sales, Retirement Planning, Key Person Protection, Legacies, 401(k) Rollovers, Multi Generational..., Protection..., Business Succession..., Education Funding..., Risk Management, Seminar Marketing, Key Person Insurance, Creative Problem Solving, Financial Planning, Management, Strategic Planning, IRAs, Social Media, Social Networking
Education
Indiana University-Purdue University at Indianapolis 1974 — 1978
Business, Economics
Kalamazoo College 1971 — 1973
Art, Education
Westlake School for Girls 1961 — 1971
New York Life Insurance Company March 2015 - Present
Telemundo Media, a division of NBCUniversal June 2014 - March 2015
Telemundo Media, a division of NBCUniversal April 2012 - May 2014
Pharr, San Juan, Alamo Independent School District March 2012 - May 2013
CDM Internacional TV Network Puerto Rico March 2001 - April 2012
EDGAR ROMAN INSURANCE AGENCY January 1998 - March 2012
Roman Audio January 1996 - December 2009
Edgar Roman Real Estate January 2000 - January 2004
Education
Texas Alternative Certification Program for Teachers 2012 — 2013
Teacher Alternative Certification, Science 4-8
Inter-American University of Puerto Rico-Metropolitan Campus 1994 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management
Center for Continuing Education
General Lines Property and Casualty Insurance
Universidad del Sagrado Corazón
Life and Health Insurance
Bank and Commerce Institute, Bayamon Puerto Rico
General Liability Insurance
Harvard Manage Mentor
Finance Essentials
Harvard Manage Mentor
Budgeting
Harvard Manage Mentor
Career Management
Harvard Manage Mentor
Presentation Skills
Business and Tax Education
Capital gain taxation for Individuals and Corporations
Eagle Strategies, LLC June 2013 - Present
NYLIFE Securities LLC December 2011 - Present
New York Life Insurance Company December 2011 - Present
Northwestern Mutual October 2001 - December 2011
CelPril Industries March 1985 - October 2001
Education
Iowa State University 1974 — 1978
Bachelor of Science (B.S.)
New York Life Insurance Company December 2014 - Present
Eagan High School September 2012 - December 2014
Foresters September 2013 - November 2014
Asset Marketing Services, Inc. October 2010 - January 2013
Asset Marketing Services, Inc. January 2008 - October 2010
Skills
Account Management, Lead Generation, Life Insurance, Direct Sales, Sales, Permanent Life Insurance, Relationship Building, Sales Process, Marketing Communications, Management
Education
University of Minnesota-Twin Cities 2005 — 2006
Iowa State University 2003 — 2005
Edina High School 2000 — 2003
High School
New York Life Insurance Company April 2015 - Present
Green and Gold Fund August 2014 - Present
Foxy Nails & Spa March 2011 - Present
Inter-Xpresses, LLC 2010 - 2011
Skills
Customer Service, Team Building, Sales, Sales Management, Microsoft Office, Strategic Planning, Management, Microsoft Excel, Inventory Management, Financial Analysis, Mathematics, Customer Satisfaction, Long-term Customer..., Communication, Negotiation, Problem Solving, Finance, Investments, Leadership, Team Leadership, Accounting, Marketing
Education
University of Alabama at Birmingham 2014 — 2016
Finance Investment and Institution minor in International Business, 4.0
Interactive College of Technology-Chamblee 2005 — 2008
Associate of Science (A.S.), Computer Information Sysytem, 3.75
New York Life Insurance Company January 2011 - Present
New York Life Insurance Company 2003 - February 2011
New York Life May 1999 - November 2003
E.D & F Man International April 1997 - May 1999
Citigroup/Citibank 1995 - 1997
Internal Revenue Service September 1991 - October 1994
Skills
Talent Developer, Generation Y, College Recruiting, Project Management, Budget Monitoring, Multiple Project..., Life & Health Insurance..., Series 63, Series 6, Creative Writing, Marketing Management, Online Marketing, Business Relationship..., Building Relationships
Education
Iona College 1991 — 1994
MBA, Finance
Iona College 1988 — 1991
BA, Speech Pathology
Prescott High School 1982 — 1985
ADP July 2015 - Present
New York Life Insurance Company November 2012 - March 2014
Morgan Stanley December 2009 - November 2012
TEKsystems November 2006 - November 2009
Aditi Technologies August 2005 - February 2006
TVA Infotech 2004 - 2005
Skills
Technical Recruiting, Executive Search, Recruiting, Talent Management, Screening, Talent Acquisition, Management, Sourcing, Information Technology, Benefits Negotiation, Interviews, Applicant Tracking..., Screening Resumes, Internet Recruiting, Cold Calling, Vendor Management, Background Checks, Contract Recruitment
Education
Institute of Technology and Management 2002 — 2004
MBA, Human Resources
Mount Carmel College 1999 — 2002
BBM, Finance
New York Life Insurance Company August 2010 - Present
New York Life Insurance Company March 2009 - August 2010
New York Life Insurance Company July 2006 - March 2009
Skills
Insurance, Customer Service, Microsoft Office, Leadership, Management
Education
Indiana Wesleyan University 2004 — 2006
Master of Business Administration (MBA)
Kent State University 1997 — 2001
Bachelor of Arts (BA), Histroy, 3.40
Kent State University 1997 — 2001
Business Management - Minor, History - Major
Wyndham Worldwide January 2012 - Present
PCLINKUP INC 2005 - Present
SHI August 2011 - December 2011
New York Life Insurance Company December 1997 - August 2011
NEW YORK LIFE INSURANCE January 1997 - August 2011
New York Life Insurance Company 1997 - 2011
Skills
VMware, Servers, Virtualization, Windows Server, Cloud Computing, VMware ESX, IT Management, Disaster Recovery, Testing, Operating Systems, System Deployment, Troubleshooting, HP, Data Center, Technical Support, Infrastructure, Hardware, SharePoint, System Administration, Windows, Help Desk Support, Software Documentation, Software Installation, Microsoft Exchange, Active Directory, DNS, Citrix, Blackberry Enterprise..., Microsoft Technologies, ITIL, Cisco Technologies, Server Architecture, Security, SCCM, Cluster, DHCP, Group Policy, High Availability, Network Security, SAN, Windows 7, VMware Infrastructure, TOGAF, Infrastructure...
Education
Iona College 1993 — 1998
Bachelor of Science Degree, Computer Science
Iona College 1993 — 1997
Bachelor of Arts (BA), Computer Science
Blue Moon Dueling Piano Bar 2007 - Present
MHC Systems January 2014 - Present
Central Financial Group 2006 - 2013
Ankeny Chamber of Commerce 1998 - 2010
New York Life Insurance Company January 2000 - May 2006
Farmland Industries, Inc. 1991 - 2000
Education
Iowa State University 1988 — 1991
Iowa Western Community College 1984 — 1986
Ag Business/Biological Science
New York Life Insurance Company September 1990 - Present
New York Life Insurance and Annuity Company September 1990 - Present
Skills
Retirement Planning, 401k Rollovers, Life Insurance, College Funding..., Mutual Funds, Long Term Care Insurance
Education
Iona College 1979 — 1983
Accounting
Annunciation
New York Life Insurance Company 2007 - Present
Birch Point Paper Products, Inc. 1999 - 2007
Drake Bakeries, Inc. 1995 - 1999
Drake Bakeries, Inc. 1991 - 1995
Northeast Food Marketing, Inc 1988 - 1991
Education
Isenberg School of Management, UMass Amherst 1979 — 1983
One Resource Group August 2007 - Present
New York Life Insurance Company August 2005 - December 2006
Skills
Long Term Care, Term Life Insurance, Insurance, Annuities, Estate Planning, Disability Insurance, Agents, Retirement, Retirement Planning, Medicare Supplements, Brokers, Financial Planning, Underwriting, New Business Development, Long-term Care, Wealth Management, Strategic Financial..., Fixed Annuities, Long Term Care Insurance, Whole Life, Group Insurance, Universal Life
Education
Indiana University—Purdue University Fort Wayne 2000 — 2005
Organizational Leadership and Supervision, Business
Mishawaka High School
New York Life Insurance Company June 2015 - Present
Authoring Projects June 2011 - Present
Radford University August 1999 - April 2015
University of Virginia September 1996 - July 1999
ECPI College of Technology July 1998 - June 1999
Skills
Higher Education, Instructional Design, Dreamweaver, Teaching, HTML, CSS, XP, E-Learning, University Teaching, Student Affairs, Adult Education, Small Business, Business Relationship...
Education
Indiana University Bloomington 1994 — 1996
M.S. Ed, Instructional Systems Technology
North Carolina Wesleyan College 1985 — 1988
B.S. Computer Information Systems, B.S. Business Administration
New York Life Insurance Company July 1998 - Present
NYLIFE Securities LLC July 1998 - Present
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Key Person Protection, Guaranteed Lifetime..., Financial Services, Insurance, Wealth, Tax, Disability Insurance, Long-term Care, Key Person Insurance, Term Life Insurance, Retirement, Universal Life, Estate Planning, Securities
Education
Institute Of Technology And Management 1973 — 1980
D.T.M., D.B.M, Textile Engineering, Business Management
KRH Services January 2006 - Present
Indianapolis Art Center February 2007 - July 2013
Auntie Mame's Child Development Center 2005 - January 2007
Auntie Mame's Child Development Center 2004 - 2005
New York Life Insurance Company 2003 - 2004
Charles Schwab 1993 - 2002
Skills
Non-profits, Budgeting, Financial Reporting, Financial Analysis, Accounting, Forecasting, Financial Management, Variance Analysis, Internal Controls, Nonprofits, Budgets, Managerial Finance, Finance
Education
Indiana University-Purdue University at Indianapolis
BS, Business
Pier 1 Imports November 2014 - Present
Pier 1 Imports November 2013 - November 2014
Semi-retired January 2013 - October 2013
Solomon Edwards June 2012 - November 2012
Ryan Specialty Group December 2011 - May 2012
HSBC April 2007 - June 2011
Conseco October 2006 - April 2007
Bankers Life and Casualty May 2004 - September 2006
Genworth Financial 1998 - 2004
New York Life Insurance Company 1997 - 1999
Skills
Financial Reporting, Finance, Accounting, Insurance, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Analysis, Banking, Risk Management, Strategic Financial..., Due Diligence, Credit, Management, Corporate Finance, Managerial Finance, Internal Controls, Financial Risk, Process Improvement, Financial Services, Auditing, Financial Modeling, Mutual Funds
Education
Indiana University of Pennsylvania 1974 — 1978
BS, Accounting & Marketing
Canevin High School 1970 — 1974
Trader Joe's October 2013 - Present
Business Network International, Referral Professionals Chapter October 2012 - Present
New York Life Insurance Company April 2010 - Present
Pitney Bowes January 1978 - March 2008
Skills
Insurance, Sales, Project Management, Sales Management, Business Analysis, New Business Development, Marketing, Microsoft Excel, Event Planning, Team Building, PowerPoint
Education
Iona College 1982 — 1987
MBA, Mgmt Information Systems
University of Connecticut 1973 — 1977
B. S., Business Administration
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company 1970 - 2013
Skills
Team Building, Team Leadership, Strategic Planning, Insurance, Problem Solving, Business Planning, Management, New Business Development, Program Management, Customer Service, Sales Management, Coaching, Risk Management, Life Insurance, Budgets, Business Strategy, Retirement Planning, Vendor Management, Leadership, Financial Analysis, Process Improvement, Business Analysis, Strategic Financial..., Business Process..., Retirement, Employee Benefits, Business Development, Fixed Annuities, Cross-functional Team..., Change Management, Analysis, Business Intelligence, Training, Executive Management, Strategy, Investments, Long Term Care Insurance, Small Business, IRAs, Series 6, Long-term Care, Disability Insurance, Mutual Funds, Variable Annuities, 401k, Term Life Insurance, Financial Planners, 401k Rollovers, Wealth Management, Whole Life
Education
Iona College 1966 — 1970
BA
New York Life Insurance Company September 2015 - Present
Arbella Insurance Group October 2013 - September 2015
New York Life Insurance Company November 2012 - October 2013
New York Life Insurance Company May 2011 - November 2012
New York Life Insurance Company November 2009 - April 2011
Skills
Outlook, Problem Solving, Analytical Skills, Organization, Customer Service, Project Management, Delegation, Insurance, Excel, Microsoft Office, Word, Access, Research, Integrity, Sense Of Urgency, Budget Monitoring, Soft Skills, Communication, Teamwork, Training, Quality Assurance, Financial Services, Business Planning, Financial Analysis, Strategic Planning, Microsoft Excel, Leadership, Management, Microsoft Word, Life Insurance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
BBA, Corporate Finance, Economics, Information Technology
Somerset High School 2001 — 2005
Friedlander Group, Inc. January 2013 - Present
Liberty Mutual Insurance July 2010 - January 2013
New York Life Insurance Company May 2009 - August 2009
Skills
Insurance, Analysis, Property & Casualty..., Microsoft Excel, Workers Compensation, Customer Service, Marketing, Data Analysis, Strategic Planning, Risk Management, Commercial Lines, Underwriting
Education
Iona College
BBA - Hagan School of Business, Marketing
University of Oxford
Study Abroad, International Economics
New York Life Insurance Company May 2015 - Present
Brewster Honda April 2013 - July 2015
Volvo December 2009 - March 2013
Skills
Investment Properties, Real Estate Transactions, Computer Maintenance, Project Planning, Property Management, Typing
Education
Iona College
Bachelor of Applied Science (BASc), Computer Science
State Farm Insurance May 2005 - Present
State Farm Insurance 2005 - Present
New York Life Insurance Company January 1998 - May 2003
Skills
Term Life Insurance, Whole Life, Universal Life, Life Insurance, Fixed Annuities, Insurance, Long-term Care, Wealth, Estate Planning, Disability Insurance, Health Insurance, Commercial Lines, Retirement Planning, Legal Liability, Homeowners, Renters, Series 6, Liability, Long Term Care Insurance, IRAs, Mutual Funds, Workers Compensation, Retirement, General Insurance, Casualty, 401k, Commercial Insurance
Education
Iowa Lakes Community College 1979 — 1981
Associate's degree, Agricultural Business and Management
Air Line Pilots Association, International November 1993 - Present
Northwest Airlines January 1984 - November 1993
New York Life Insurance Company 1981 - 1984
Skills
Commercial Aviation, Litigation, Employment Law, Legal Research, Aviation, Airlines, Flight Safety, Flights, Westlaw, Legal Writing
Education
Inver Hills Community College 2013 — 2016
Associate of Science (A.S.), Paralegal
Minnesota School of Business 1980 — 1981
Roosevelt Senior High School, Minneapolis, Minnesota 1977 — 1980
Brilliant™ January 2015 - Present
Brilliant™ July 2012 - January 2015
CDW April 2010 - July 2012
New York Life Insurance Company November 2009 - March 2010
Lakeshore Athletic Club August 2002 - August 2009
Skills
Solution Selling, Consultative Selling, Sales, Selling, Salesforce.com, Executive Management, Selling Skills, Account Management, Networking, Credit, Budgets, Account Reconciliation, Inventory Management, Business Development, Pricing, New Business Development, Cold Calling, Forecasting, Sales Management, Sales Process, Time Management, Management, Recruiting, Temporary Placement, Temporary Staffing, Talent Acquisition
Education
Iowa State University 1994 — 1998
Horticulture
Storm Lake High School
Dignity Memorial Funeral Homes September 2014 - Present
Dreamy Hollow Cooperative Residences 2008 - 2015
St. Philip Church 2010 - 2014
St. Philip Church 2010 - 2014
St. Philip Church 2010 - 2014
New York Life Insurance Company 2013 - 2013
Insphere Insurance Solutions 2012 - 2012
Cornell Memorial Home August 2011 - November 2011
Leo P Gallagher & Son Funeral Home November 1998 - March 2010
Skills
Customer Service, Public Speaking, Customer Relations, Administration, Insurance, Employee Benefits, System Administration, Long-term Care, Strategy, Team Building, Training, Nonprofits, Coaching, Time Management, Sales, Event Management, Leadership, Small Business, Public Relations, Strategic Planning
Education
Iona College 1985 — 1986
Business Administration and Management, General
Simmons School of Mortuary Science 1979 — 1981
associates, Occupational Studies
Simmons School of Mortuary Science 1979 — 1981
Certified in 1981, I returned in 1994 for my Associates Degree., Business Studies and Mortuary Science
Pike Medical Consultants May 2013 - Present
Insidesign, Inc September 2012 - Present
New York Life Insurance Company March 2012 - Present
Target July 2011 - April 2012
Education
Indiana University-Southeast 2006 — 2010
Coon Construction February 2013 - Present
Creative Resource Consultants 2010 - 2010
New York Life Insurance Company 2008 - 2010
National Association for the Self Employed 2007 - 2007
Education
Iowa Wesleyan College 2003 — 2006
Bachelor of Arts, Business Marketing
Iowa Wesleyan College 2003 — 2006
bachelor degree, Business, Management, Marketing, and Related Support Services
U.S. Census Bureau -- Census Coverage Management February 2010 - April 2010
United American Insurance May 2008 - September 2009
The Seigel Group of Nevada July 2008 - November 2008
Play LV - The Gold Spike Casino March 2008 - June 2008
Westgate Resorts August 2007 - January 2008
Aflac April 2006 - August 2007
Unlimited Men's Halfway House 1&2 June 2005 - March 2006
Otis C. Tramble,Jr. Insurance Brokerage May 1991 - July 2002
Eagle Insurance and Financial Services January 1998 - July 1998
New York Life Insurance Company December 1990 - March 1991
Education
Las Vegas Urban League's Public Computer Centers 2011 — 2011
none, familiarized me with Word, Excel and Power Point applications.
University of Arkansas at Little Rock, William H. Bowen School of Law 1978 — 1979
Studied, First Year Law Student
Indiana University-Northwest 1975 — 1976
Studied, Gradute School of Public and Enviornmental Affairs - Public Affairs Management
University of Arkansas at Pine Bluff 1968 — 1972
Bachelor's of Arts, History $ Political Science, Minor: Social Science
Prestige BMW/MINI October 2007 - Present
New York Life Insurance Company July 2006 - September 2007
Education
Iona College 2002 — 2006
Bachelors, Business/Finance
New York Life Insurance Company
Skills
Insurance, Financial Analysis, Investments, Financial Services, Leadership, Process Improvement
Education
Iona College
Master of Business Administration (MBA), Accounting, Cum Laude
New York Life Insurance Company June 2000 - Present
Skills
Insurance, Outlook, Administrative Assistant
Education
College of New Rochelle
Bachelor of Arts (B.A.), English Language and Literature, General
French Culinary Institute
Lomarena Elementary September 2013 - Present
New York Life Insurance Company August 2011 - August 2013
Pet Partners of Orance County January 2002 - December 2006
Self Employed January 1992 - December 1998
Car Gallerie January 1997 - May 1997
Nicestones Exportação E Comércio Ltda. January 1992 - September 1996
Goethe-Institut São Paulo January 1989 - December 1993
Alliance Française de São Paulo January 1991 - June 1991
Skills
Insurance, Brazilian Portuguese, Financial Analysis, Strategic Financial..., English, Investments, Retirement Planning, Portuguese, Spanish, Customer Service, IRAs, Finance, Financial Services, Management, Risk Management, French, Foreign Languages, Banking, International Business, International Trade, German, Purchasing Negotiation, Budget Setting, Strategic Planning, Negotiation, Business Planning, Team Leadership, Underwriting, Sales, Budgets, Leadership, Marketing, Reinsurance, Translation, Business Development, Financial Risk, Analysis, Pricing, Forecasting, Mergers & Acquisitions, New Business Development, Financial Modeling, Business Strategy, Due Diligence, Rusted German, Negotia, Purchase Management, Sales Management, Interpreting, Organization
Education
Irvine Valley College
French Studies
Alliance Française
Universidade Presbiteriana Mackenzie / Universidade Mackenzie
Biology Major, General
Colégio Imperatriz Leopoldina
High School
FINRA
Certificate, Investments and Securities
Goethe Institut
ZDaF, ZMP, Germanic Languages, Literatures, and Linguistics
University of Colorado Boulder
English, TOEFL
New York Life Insurance Company
Skills
Securities, Mutual Funds, Series 7, Investments, Insurance, Financial Services, Series 24, FINRA
Education
Pace University School of Law 1998 — 2001
Doctor of Law (J.D.), Law
Iona College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Private Client April 2012 - Present
New York Life Insurance Company 1998 - 2012
Melito & Adolfsen PC May 1990 - July 1998
Skills
Legal Research, General and Business..., CLE Coordinator, Mentoring, Knowledge Management, Instructor-led Training, Library Instruction, budgets and budget..., Legal Writing, Insurance Law, Finance, Securities, Insurance, FINRA, Corporate Governance, Due Diligence, Trials, Training, Corporate Law, Customer Service, Public Speaking, Contract Negotiation, Risk Management, Management, Financial Services
Education
Iona College 1987 — 1989
BS, Business Administration and Management, General
Russell Sage 1975 — 1978
Elementary Education and Teaching
New York Life Insurance Company June 2015 - Present
HSBC Retail Banking and Wealth Management 2014 - Present
Education
Iona College 2010 — 2013
Iona College
New York Life Insurance Company 2011 - 2012
Education
Indiana University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Finance/Accounting
New York Life Insurance Company January 2013 - Present
U.S. Cellular January 2006 - October 2012
Skills
Insurance, Life Insurance, Social Media, Disability Insurance, Social Media Marketing, Financial Services, Retirement Planning, Long-term Care, Public Relations
Education
Iowa State University
New York Life Insurance Company December 2013 - Present
New York Life Insurance Company August 2011 - Present
New York Life Insurance Company May 2011 - August 2011
Skills
Video Conferencing, Cisco Technologies, Enterprise Software, Networking, Technical Support, System Deployment, Integration, Business Analysis, Team Leadership, Customer Service, Project Management
Education
Iona College 2010 — 2013
Bachelor of Arts (BA), Computer Science
Saunders Trades & Technical HS 2005 — 2009
Electrical Computer Circuitry, 3.8/4.0
Ames Golf & Country Club April 2014 - Present
New York Life Insurance Company June 2013 - August 2013
Urban Flooring May 2013 - August 2013
Ag Feed May 2012 - February 2013
Education
Iowa State University 2013 — 2016
Des Moines Area Community College 2011 — 2013
Liberal Arts and Sciences/Liberal Studies
Fifth Street Asset Management March 2015 - Present
Fifth Street Asset Management September 2013 - February 2015
New York Life Insurance Company September 2009 - August 2013
Sandell Asset Management January 2007 - October 2008
MarketAxess November 2003 - April 2006
Daystar Partners LLC October 1997 - April 2003
Skills
Spreadsheets, Budgets, Executive Support, Office Management, Business Planning, Business Analysis, Accounting, Project Management, Vendor Management, Human Resources, Annual Meetings, Travel Planning, Recruiting, Employee Benefits, Executive...
Education
Iona College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, cum laude
New York Life Insurance Company
Skills
Microsoft Office, Leadership
Education
Iona College 1978 — 1982
Bachelor of Business
Aquinas High School
New York Life Insurance Company May 2015 - Present
Skills
Management, Research, Photoshop
Education
Indiana University—Purdue University Fort Wayne 1992 — 1996
Bachelor's degree, Secondary Education and Teaching
Northrop High School 1988 — 1992
High School Degree
New York Life Insurance Company October 2011 - Present
Morgan Stanley Private Wealth Management April 2011 - September 2011
Alliance Bernstein October 2006 - October 2008
Morgan Stanley August 2004 - September 2006
Greenwich Associates January 2002 - August 2004
Skills
Management, Project Planning, Business Analysis, Talent Management, Project Management, Team Management, Team Building, Leadership, Financial Services, Team Leadership, Insurance, Business Process, Cross-functional Team..., Analysis
Education
Iona College 2005 — 2008
Master of Business Administration (MBA), Management and Marketing
Iona College 1997 — 2001
Bachelor of Business Administration (BBA), Information Technology - Cum Laude
New York Life Insurance Company September 2014 - May 2015
Consolidated Health Plans September 2013 - August 2014
Skills
Leadership, Life Insurance, Employee Benefits, Retirement Planning, Networking, Annuity Sales, Asset Protection, Health Insurance, Business Insurance..., Education Funding..., Legacy Planning, Financial Services, Accounting, Whole Life, Disability Insurance, Be Your Own Banker
Education
Isenberg School of Management, UMass Amherst 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
New York Life Insurance Company June 1996 - Present
Education
Iona College 1999 — 2001
Master of Business Administration (MBA), Business Management
Iona College 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance