New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Columbia Threadneedle Investments, US September 2015 - Present
NYLIFE Securities LLC August 2014 - August 2015
New York Life Insurance Company May 2014 - August 2015
Skills
401k Rollovers, Retirement Planning, Variable Annuities, Annuity Sales, Life Insurance, Retirement, Estate Planning, Teamwork, Sales
Education
Assumption College 2010 — 2014
Bachelor of Business Administration (BBA), with a Minor in Finance
New York Life Insurance Company July 2015 - Present
Pacific Holidays April 2015 - July 2015
Arkansas State University August 2013 - December 2014
Arkansas State University August 2012 - June 2013
Arkansas State University February 2012 - May 2012
Skills
Event Planning, Student Affairs, Microsoft Office, Editing, Higher Education, PowerPoint, Teamwork, Research, Data Analysis, Public Speaking, Tutoring, Customer Service, Digest Editing, Teaching, Facebook, Social Media Marketing
Education
Arkansas State University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Beijing University of Post and Telecommunications 2006 — 2010
Bachelor of Engineering (B.E.), Information Engineering
Ridgeway Group, Inc (FAA Contractor) June 2014 - Present
DPP Films, LLC October 2010 - Present
New York Life Insurance Company February 2013 - June 2014
Platinum Air Group December 2003 - July 2010
Bombardier Aerospace July 2000 - August 2001
Skills
Series 7, Financial Services, LOMA - Associate, Life..., LOMA - Associate,..., Licensed Life & Health..., Licensed Property &..., Federal Aviation..., FAA Licensed Dispatcher
Education
Oklahoma State University 2014 — 2017
Master of Science (M.S.), Aeronautics/Aviation/Aerospace Science and Technology, General
University of North Texas 2010 — 2013
Bachelor of Business Administration (B.B.A.), Risk Management, Insurance and Financial Services
Airline Flight Dispatch Training Center 2000 — 2000
Federal Aviation Administration Dispatch License, Aviation/Airway Management and Operations
Art Institute of Dallas 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Music Business and Video Production
New York Life Insurance Company October 2014 - Present
ERMC May 2010 - January 2015
Youngers Creek Baptist Church 2013 - 2014
Mt Freedom Baptist Church May 2010 - February 2013
Skills
Biblical Studies, Youth Ministry, Teaching, Preaching, Life Insurance, Long Term Care Insurance, 401k Rollovers, Fixed Annuities, Retirement Planning, Personal Finance, Buy-sell Agreements, Estate Planning, Protection Planning, Leadership, Management, Family Development, Novels, Customer Service, Discipleship Training, Public Speaking, Community Outreach, Security, Theatre, Film, Sales, Personnel Management, Sales Operations, Computer-savvy, Early Childhood..., Operating Budgets, Novel Writing
Education
The Southern Baptist Theological Seminary 2007 — 2013
Masters of Divinity, Family Ministry and Discipleship
Asbury College 2001 — 2004
Applied Communications, Theatre/Theater
Benefit Commerce Group January 2006 - Present
Angelone & Associates January 1988 - Present
New York Life Insurance Company 1987 - 1994
Skills
Employee Benefits, Wellness Programs, Underwriting, Insurance, Life Insurance, Health Insurance, Health Care Reform, Benefits Administration, COBRA, Human Resources, Reinsurance
Education
Arizona State University - W. P. Carey School of Business 1982 — 1987
Marketing, Finance
New York Life Insurance Company January 2012 - Present
NYLIFE Securities LLC January 2013 - Present
Hatzalah Chicago March 2011 - Present
Joan Dachs Bais Yaakov Elementary School December 2010 - September 2011
Skills
Retirement Planning, Insurance, Life Insurance, Estate Planning, Retirement, Term Life Insurance, Small Business, Buy-sell Agreements, Personal Finance, Risk Management, IRA Rollovers, Financial Services, 401(k) Rollovers, Permanent Life Insurance, Multi-Tasking Skills, Networking, Business Succession..., Business Insurance..., Wealth Preservation..., Asset Protection, Sales, Customer Relations, Customer Satisfaction, Investments, Life Insurance..., Licensed in Long Term..., Succession Planning, Supplements to Employee..., Grandchild Gifting, Lifetime Income..., Public Speaking, Customer Service, Leadership, Team Building
Education
Aspen University 2010 — 2012
MBA, Finance
Investment Banking Institute 2010 — 2010
Investment Banking
Beth Medrash Govoha 2006 — 2010
Bachelor, Law
Investools 2007 — 2008
Master, Investing
FacilitySource March 2015 - Present
FacilitySource June 2014 - March 2015
Dwellworks May 2013 - June 2014
Dwellworks, LLC June 2012 - May 2013
New York Life Insurance Company November 2011 - April 2012
SB5 Enterprises August 2011 - March 2012
Aeropostale October 2007 - August 2008
Skills
Supply Chain Management, Time Management, Customer Service, PowerPoint, Teamwork, Data Analysis, Analysis, Microsoft Excel, Leadership, Marketing, Sales, Microsoft Office, Event Planning, Recruiting, Management, Microsoft Word
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (B.S.), Supply Chain Management and Marketing
Autonomous University of Barcelona 2011 — 2011
Marketing
Cypress Strategies (AZ) June 1989 - Present
New York Life Insurance Company June 1989 - Present
NYLIFE Securities LLC June 1989 - Present
Skills
Life Insurance, Retirement, Retirement Planning, IRAs, Fixed Annuities, Wealth Accumulation, Long Term Care Insurance, Financial Planners, Long-term Care, Wealth Management, Disability Insurance, Estate Planning, Term Life Insurance, Mutual Funds, Strategic Financial..., 401k
Education
Arizona State University, W. P. Carey School of Business 1980 — 1984
St. Mary's HS
New York Life Insurance Company September 2013 - March 2014
Nordy's BBQ & Grill July 2009 - September 2013
Skills
Life Insurance, Retirement Planning, Mutual Funds, Tax Savings, Customer Service, Finance, Strategic Financial..., Wealth Management, College Education..., Asset Allocation, Relationship Management, Credit, Financial Services, Financial Advisory, Portfolio Management
Education
Colorado State University 2001 — 2004
Bachelor's degree, Political Science, Economics (Minor)
Arizona State University 2000 — 2001
Centaurus High School 1996 — 2000
Louisville Middle School 1993 — 1996
New York Life Insurance Company February 2009 - Present
Skills
Insurance, Investments, Microsoft Office, Long Term Care, Customer Service, Annuities, Retirement Planning, Customer Relations, Fixed Annuities, Long-term Care, Building Relationships, Estate Planning, 401k Rollovers, Term Life Insurance, Retirement, Life Insurance, IRAs, Real Estate
Education
Auburn University 2002 — 2003
Indiana University—Purdue University Fort Wayne 1995 — 2000
Cypress Strategies (AZ) April 1983 - Present
New York Life Insurance Company April 1983 - Present
Eagle Strategies, LLC April 1983 - Present
NYLIFE Securities LLC April 1983 - Present
Skills
Philanthropy, Irrevocable Life..., Licensed in Long-Term..., Small Business, Key Person Protection, Multi-generational..., Gifting Strategies
Education
Arizona State University 1978 — 1982
Business Administration and Management, General
Televerde 2014 - Present
Skillsoft January 2013 - 2014
New York Life Insurance Company January 2010 - January 2013
Technology in Motion 2006 - 2008
Skills
Sales, Sales Process, Leadership, Salesforce.com, Strategy, New Business Development, Business Development, Networking, Sales Management, Marketing, Outsourcing, Outside Sales, Lead Generation, CRM, Sales Cycle Management, Leadership Development, Demand Generation, Marketing Automation, Eloqua, SaaS, Account Management
Education
Arizona State University
Bachelor's degree
New York Life Insurance Company 2011 - Present
HR Consultant of MA December 2008 - September 2011
The Home Depot March 2003 - July 2008
Tri-Boro Benefits Group January 2001 - January 2003
City of Malborough, MA May 1997 - September 2001
Town of Framingham, MA January 1992 - May 1997
City of Lowell, MA August 1988 - December 1991
Skills
Life Insurance, Small Business, Retirement Planning, Insurance, Asset Protection, Key Person Protection, Gifting Strategies, Protection..., Annuity Sales, 401 (K) Rollovers, Wealth Preservation..., IRA Rollovers, Business Insurance..., Financial Services, Networking, Licensed in Long Term..., Whole Life Insurance, Term Life Insurance, Variable Annuities, Lifetime Income...
Education
Suffolk University - Sawyer School of Management 1980 — 1982
MPA
Assumption College 1975 — 1979
BA
Doherty High School Worcster MA
New York Life Insurance Company October 2013 - Present
Central Oregon Community College August 2011 - September 2013
T-Mobile May 2008 - August 2011
Tillamook County Creamery Association August 2007 - December 2007
US Army October 2002 - September 2006
Skills
Research, Teaching, Leadership, Event Planning, Higher Education, Critical Thinking, Training, Editing
Education
Ashford University 2014 — 2017
Central Oregon Community College 2011 — 2013
COUNTRY Financial® May 2014 - June 2015
Park Vista Senior Housing Management 2013 - 2014
Ashford University January 2011 - 2014
New York Life Insurance Company March 2012 - March 2013
Ashford University July 2008 - March 2012
Nate's Riverview Pizza Pub 2002 - 2010
Skills
Staff Development, Leadership Development, Leadership, Public Speaking, Research, Adult Education, Strategic Planning, Higher Education, Training, Coaching, Instructional Design, Social Media, Customer Service, Student Financial Aid, Fundraising, Marketing, Human Resource..., Strategic Human..., Organizational..., Employee Training, Complex Project..., Marketing Communications, Employee Relations, Employee Management, Operational Risk..., CampusVue, Academic Advising, Academic Administration, Organizational..., Cross-functional Team..., Educational Leadership, Educational Consulting, Higher Education...
Education
Ashford University 2008 — 2010
Master of Arts (MA), Organizational Management and Public Administration
St. Ambrose University 2006 — 2008
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
New York Life Insurance Company 2012 - Present
Health Choice Arizona August 2010 - March 2012
Equinox 2004 - 2006
Skills
Public Speaking, Leadership, Coaching, Sales Operations, Life Insurance, Financial Services, Communication, Microsoft Office, Leadership Development, Strategic Planning, Insurance, PowerPoint, Microsoft Excel, Marketing, Access, Customer Service, Research, Fundraising, Training, Data Analysis, Team Building, Sales, Finance
Education
Arizona State University 2008 — 2010
Exercise & Wellness (BS), Health Promotion
Radford University 2003 — 2006
Exercise & Wellness
New York Life Insurance Company May 2015 - Present
Transport Risk Management, Inc. November 2014 - March 2015
AirSure Limited January 2008 - June 2014
Skills
Employee Benefits, Customer Service, Sales, Team Building, Account Management, Strategy, 401k Rollovers, Business Succession..., Buy-sell Agreements, Licensed Life and..., Lifetime Income..., Protection..., Succession Planning, Wealth Preservation..., Networking
Education
Art Institute of Dallas 1995 — 2000
New York Life Insurance Company January 2014 - Present
Mary Kay Independent Business Owner March 2007 - May 2013
National PTA August 2011 - May 2012
Macy's October 2011 - January 2012
BlueLinx Corporation February 2004 - August 2008
Metropolitan Atlanta Rapid Transit Authority November 2001 - July 2002
Skills
Direct Sales, Term Life Insurance, Business Insurance..., Employee Benefits, Fixed Annuities, Legacy Planning, Long Term Care Insurance, Permanent Life Insurance, Whole Life Insurance, Retirement Income...
Education
Georgia State University 2010 — 2013
Bachelor of Arts (B.A.), Economics
Atlanta Metropolitan College 2001 — 2003
Associate's degree, Business Administration and Management, General
Frederick Douglass High School
BBVA Compass May 2013 - Present
New York Life Insurance Company June 2012 - April 2013
BB&T August 2009 - June 2012
Colonial Bank December 2007 - August 2009
Northwestern Mutual Financial Network May 2006 - September 2006
Skills
Financial Analysis, Small Business Lending, Banking, Credit, Loans, Commercial Banking, Commercial Lending, Consumer Lending, Finance, Insurance, Investments, Management, Mortgage Lending, Portfolio Management, Retail Banking, Retirement Planning, Strategic Financial..., Training, Wealth Management, Series 63, Fixed Annuities, Life Insurance, Mutual Funds, Investment Advisory, Securities, Retirement, Financial Advisory, Asset Management, IRAs, Asset Allocation, Investment Strategies, Series 6, Long-term Care, Wealth, Series 7, Financial Services, Financial Planning
Education
BB&T University 2011 — 2011
Bachelors of Science, Finance
Auburn University 2003 — 2007
Bachelor of Science, Finance
Auburn University 2003 — 2007
Degree: Bachelor, Business Finance
State of Alabama Department of Insurance
License, Life & Health
AJS Real Site Development November 2006 - Present
ECS Motorsports October 2004 - Present
New York Life Insurance Company July 2010 - July 2012
Skills
Retirement Planning, Fixed Annuities, Retirement, Life Insurance, Investments, Strategic Financial..., Wealth Management, IRAs, Estate Planning, Insurance, Long-term Care, Financial Services
Education
Ashford University 2010 — 2012
Master of Business Administration (MBA), Finance, General
University of Central Florida 2004 — 2010
Bachelor of Science (BS), Accounting and Finance
New York Life Insurance Company LSA 5State Farm Insurance2006 - 2009
Vector Marketing 2001 - 2003
Education
Northern Illinois University 2002 — 2003
BA, Marketing
Arizona State University 2000 — 2001
BA, Architecture
College of DuPage 1997 — 2000
as, Architecture
Naperville Central 1994 — 1997
New York Life Insurance Company March 2015 - Present
Arizona State University August 2010 - May 2014
Compass Automation June 2012 - September 2012
CLIC Sargent May 2012 - July 2012
Aspen Marketing Services May 2010 - August 2011
Skills
Marketing, Social Media Marketing, Social Media, Business Development, Direct Marketing, Advertising, Email Marketing, Creative Direction, Creative Strategy, Finance, Financial Analysis, Integrated Marketing, Direct Mail, Relationship Marketing, Online Advertising, Marketing Communications, Marketing Strategy, Digital Strategy, Account Management, Microsoft Excel, PowerPoint, Web Marketing, Website Development, Product Innovation, Small Business Marketing, Small Business, Team Leadership
Education
Arizona State University 2010 — 2014
Bachelor's Degree, Finance
New York Life Insurance Company May 2014 - Present
Verizon FIOS August 2013 - April 2014
AvalonBay Communities February 2012 - August 2013
Boston Sports Club July 2011 - January 2012
Personal Trainer January 2011 - January 2012
Town Sports International July 2010 - July 2011
Skills
Insurance, Personal Finance, Risk Management, Annuity Sales, Life Insurance..., Lifetime Income..., Building Relationships, Management, Life Insurance, Creative Problem Solving, Retirement Planning, Education Funding..., Business Networking, Estate Planning, Wealth Transfer..., Sales, Training, Buy-sell Agreements, Event Planning, Team Building, Social Media, Fitness, Healthcare, Personal Training, Public Speaking, Fitness Training, Nutrition, Coaching, Customer Service, Marketing, Sales Management, Negotiation, Small Business, Event Management, Fundraising, Leadership Development, Account Management, Gifting Strat
Education
Assabet Valley Regional Technical School 1996 — 2000
NASM
CPT
New York Life Insurance Company June 2014 - Present
Skills
Retirement Planning, Term Life Insurance, 401k Rollovers, Time Management, Small Business, Permanent Life Insurance, Education Funding..., Estate Planning, IRA Rollovers, Multi-tasking Skills, Lifetime Income..., Key Person Protection, Fixed Annuities, Licensed in Long-Term..., Financial Planning, Sales, IRAs
Education
ASA Institute of Business and Computer Technology 2010 — 2012
Associate's Degree, Health Services/Allied Health/Health Sciences, General
New York Life Insurance Company November 1987 - Present
Skills
Customer Service, Financial Services, Insurance, Leadership, Life Insurance
Education
Georgia State University 1982 — 1986
Bachelor's Degree
Auburn University
NYLIFE Securities LLC August 2002 - Present
New York Life Insurance Company April 2002 - Present
Osborne's Jewelerw May 2000 - March 2002
Mutual Savings Life Ins Co February 1973 - May 2000
Skills
Wealth Preservation..., Wealth Transfer..., Retirement Planning, 401k Rollovers, Life Insurance..., Asset Protection, Fixed Annuities, Strategic Planning, College Savings Plans, Business Succession..., Estate Planning, Investments, IRA Rollovers, Licensed in Long Term..., Life Insurance, Disability Insurance, IRAs, Retirement
Education
Auburn University 1969 — 1972
Bachelor of Science (BS), Business Administration and Management, General
Douglas High, Douglas AL
Self Employed January 2011 - Present
BestofBklyn.com June 2009 - Present
New York Life Insurance Company January 2008 - November 2010
Phoenix Fashion Week August 2010 - October 2010
Maguire Steele May 2010 - August 2010
Skills
Fashion Blogging, Social Media Marketing, Social Media Consulting, Public Relations, Photography, Personal Style, Wardrobe Analysis, Blogging, Marketing
Education
Arizona State University 2008 — 2011
Bachelor of Arts (BA), Communications
Ricoh Business Solutions September 2013 - Present
TD June 2012 - August 2012
AllOne Health Resources June 2011 - November 2011
USAlliance Federal Credit Union January 2011 - March 2011
New York Life Insurance Company January 2010 - March 2010
Kelly Services February 2007 - February 2009
Valora Technologies November 2006 - January 2007
Filene's November 2001 - March 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Customer Service, Sales, Training, Leadership, Management, Outlook, Data Entry, Team Building, Public Speaking, Time Management
Education
Ashford University 2009 — 2011
B.A. Cum Laude, Business Administration, 3.64
Millennium Training Institute 2006 — 2006
Certificate, Administrative Assistant 2
Middlesex Community College 1999 — 2001
A.S., CAD Technology
New York Life Insurance Company June 1983 - Present
Education
Auburn University 1971 — 1975
New York Life Insurance Company 2013 - Present
Carlo Pazolini (USA) LLC August 2012 - February 2013
Grand Spa December 2010 - August 2012
Grand Spa December 2010 - August 2012
Elizabeth Arden August 2007 - July 2010
Skills
Customer Relations, Event Planning, Direct Sales, Microsoft Office, Product Marketing, Makeup Artistry, Styling, Creative Direction, Problem Solving, Phone Etiquette, Hospitality, Financial Planning, Real Estate Investment, Customer Service
Education
Art Institute of Dallas 2008 — 2012
Bachelor of Fine Arts, Fashion & Retail Management
New York Life Insurance Company March 2015 - Present
Travelers Insurance 2013 - 2015
Travelers Insurance, Learning and Development 2010 - 2013
Travelers Insurance, Learning and Development 2005 - 2010
Travelers Insurance 1996 - 2005
Skills
Blended Learning, Performance Consulting, Needs Analysis, ADDIE, Training, Instructional Design, Training Delivery, Employee Engagement, Recruiting, Leadership Development, Insurance, Instructor-led Training, E-Learning, Performance Improvement, Training Facilitation, Learning Management, Leadership, SnagIt, Captivate, Workshop Facilitation, Employee Training, Program Management, Management, Change Management, Organizational..., Organizational..., Performance Management, Consulting
Education
Ashford University 2009 — 2010
M.A., Teaching and Learning
University of Tennessee-Knoxville 1984 — 1989
B.A., Economics
IPEC
IPEC
New York Life Insurance Company December 2013 - Present
Mercer December 2010 - June 2013
Fidelity Investments January 2006 - November 2009
Fidelity Investments August 2006 - November 2008
National Financial Services Group August 2006 - December 2006
Fidelity Investments January 2006 - July 2006
Fidelity Investment January 2006 - July 2006
Citigroup January 2006 - July 2006
Veritude August 2002 - December 2005
Veritude August 2002 - December 2005
Skills
Government Liaison, Analysis, Management, Leadership, Program Management, Cross-functional Team..., Budgets, Finance, Team Leadership, Marketing, Sales, Customer Service, Financial Services, Financial Analysis, Investments, Securities, Microsoft Office
Education
University of Florida 1999 — 2002
Bachelor of Science (BS), Physiology, Pathology and Related Sciences
University of Florida 1999 — 2002
Bachelor of Science, Exercise Sports Science
University of Florida 1999 — 2002
Bachelor of Science, Exercise Sports Science
Arkansas State University
Satellite East
Interim HealthCare November 2013 - Present
New York Life Insurance Company 2010 - 2013
Huntington National Bank August 2008 - July 2010
Skills
Office Administration, Office Management, Human Resources, Employee Benefits, Recruiting, Customer Service, Sales, Product Marketing, Payroll, Accounts Payable, Accounts Receivable, Collections, Client Billing
Education
Ashford University 2011 — 2013
Bachelor of Arts (BA), Business Administration
Owens Community College 1995 — 1999
Associate of Arts (A.A.), Accounting and Business/Management
The Select Group March 2015 - Present
Salix Pharmaceuticals November 2014 - March 2015
Center for Shared Services November 2013 - 2014
Corinthian Colleges 2009 - April 2013
New York Life Insurance Company 2008 - 2009
Arizona Federal Credit Union 2005 - 2007
The Mesa Legend Newspaper 2004 - 2005
Skills
Employee Training, Customer Service, Public Speaking, Staff Development, Leadership, Social Networking, Team Building, Management, Sales, Coaching, Strategic Planning, Event Management, Marketing Strategy, Marketing, Microsoft Office, Event Planning, Public Relations, Small Business, Social Media, Student Financial Aid, Training, Recruiting, Teaching, Human Resources
Education
University of Phoenix 2012 — 2014
Bachelors of Science in Business Management, Business Management and Consulting, A
Arizona State University
Public Relations, Advertising, and Applied Communication
Mesa Community College
Associate of Arts (AA), General Studies/Print Journalism/Communications
New York Life Insurance Company March 2010 - Present
New York Life Insurance Company March 2010 - Present
Mobile County Public School System August 2007 - May 2008
Skills
Estate Planning, Insurance, 401k Rollovers, Key Person Protection, Protection..., Asset Protection, Succession Planning, Multi-generational...
Education
Auburn University 2001 — 2005
Bachelor of Science (BS), Industrial Engineering
New York Life Insurance Company Financial Services ProfessionalNew York Life Insurance CompanyAugust 2001 - Present
Skills
IRAs, Retirement Planning, Retirement, Life Insurance, Long Term Care Insurance, Disability Insurance, 401k Rollovers, Fixed Annuities, Term Life Insurance, Insurance
Education
Arizona State University
New York Life Insurance Company August 2014 - Present
Skills
Project Management, Microsoft Excel, Public Speaking, Negotiation, Social Media, Customer Retention, Sales Management, Organization, Small Business, Nonprofits, Networking, Youth Mentoring, Leadership, Sales, Marketing, Life Insurance, Licensed Life Insurance..., Protection..., Education Funding..., Whole Life Insurance, Charitable Giving, Term Life Insurance, Business Insurance..., LGBT Planning, Retirement, Insurance, Finance
Education
Faulkner University 2005 — 2007
Bachelor's degree, Business Administration and Management, General
Auburn University
Auburn University
New York Life Insurance Company April 1999 - Present
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, IRAs, 401k Rollovers, Estate Planning, Gifting Strategies, Key Person Protection, Wealth Preservation..., Mutual Funds, Retirement Planning
Education
Auburn University 1993 — 1997
Alabama Christian Acad.
New York Life Insurance Company September 2012 - Present
King's Kids Preschool & Learning Center April 2010 - November 2010
New York Life Insurance Company April 2006 - May 2010
Bank of America 1998 - 1999
Skills
Administrative..., Spreadsheets, Data Entry, Outlook, Fax, File Management, Telephone Skills, Customer Service, Insurance, Filing, Office Management, Microsoft Excel, Office Administration, Microsoft Word, Clerical Skills, Microsoft Office, Office Equipment
Education
Ashworth College 2007 — 2008
Acccounting
Tidewater Community College 2004 — 2004
General Studies
New York Life Insurance Company January 2015 - Present
Kawasaki Disease Foundation June 2009 - Present
Coldwell Banker Residential Brokerage November 2004 - June 2015
CREO Consulting Group January 2013 - January 2015
Del Mar Union School District December 2008 - December 2012
UC San Diego Health System January 2011 - August 2012
Torrey Pines Pop Warner January 2004 - December 2008
Bradley Imports May 1995 - May 2001
Autobus Turismos Rapidos, Inc. October 1994 - June 1999
Skills
Special Events..., Email Marketing, Product Marketing, Team Building, Program Development, Public Speaking, Speech Writing, New Business Development, Operating Systems, Non-profits, Staff Development, Marketing, Nonprofits, Grant Writing, Event Planning, Program Management, Public Relations, Community Outreach, Management, Contract Negotiation, CRM, Fundraising, Leadership, Strategic Planning, Real Estate, Negotiation, Budgets, Sales, Sellers, Project Planning, Project Management, Recruiting, Social Networking, Entrepreneurship, Policy, Event Management, Selling, Social Media Marketing, Training, Social Media
Education
Asbury College 1986 — 1988
BA, Music
Transylvania University
Political Science and Music
Hydrasi, Inc May 2012 - December 2012
New York Life Insurance Company February 2012 - May 2012
Stenier Ranch Tennis Association May 2011 - May 2012
Arins House, a teen center May 2004 - February 2008
Intel Corporation November 1999 - October 2000
Intel Corporation October 1997 - November 1999
Intel Corporation May 1994 - October 1997
Phelps Dodge May 1991 - May 1994
ITT Courier \ Alcatel May 1986 - November 1990
Skills
CICS, Erwin, Visio, VSAM, PowerBuilder, Access, IDMS, Windows, Data Warehousing, Management, Databases, Start-ups
Education
Arizona State University - W. P. Carey School of Business 1981 — 1985
B.S
First Benefits, Inc October 1979 - Present
New York Life Insurance Company October 1972 - October 1979
Education
Georgia Southwestern 1973 — 1975
MBE, Masters of Business Education
Auburn University 1966 — 1972
BS, Industrial Management
New York Life Insurance Company June 1984 - Present
NYLIFE Securities June 1984 - Present
Brown Transport January 1983 - June 1984
Watkins Motor Lines January 1980 - December 1982
Ryder Truck Lines 1978 - 1980
Roadway Express 1973 - 1978
Metropolitan Planning Commission 1973 - 1973
United States Army June 1968 - December 1971
Skills
Insurance, Retirement, Estate Planning, Investments, Retirement Planning, Small Business, Succession Planning, 401k Rollovers, Asset Protection, Annuity Sales, CLU, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Key Person Protection, Life Insurance
Education
Armstrong Atlantic State University 1971 — 1973
B.A., Political Science with a Minor in History, 3.19
Savannah High School 1964 — 1966
Diploma, College Prep
Spencer Gifts September 2013 - Present
New York Life Insurance Company May 2013 - November 2013
Coldwell Banker Preferred May 2012 - October 2013
Coldwell Banker Preferred Conshohocken May 2012 - October 2013
Skills
First Time Home Buyers, Real Estate, New Home Sales, Foreclosures, Real Estate Transactions, Project Management, IT Project & Program..., Problem Solving, Collaborative Problem...
Education
Stockton University
Business Administration and Management, General
Atlantic Cape Community College
Community College of Philadelphia
Devry University- Fort Washington, PA
Saint Joseph's University
Esurance November 2014 - Present
Esurance June 2014 - November 2014
Esurance April 2013 - June 2014
GM Financial/AmeriCredit July 2012 - April 2013
GM Financial/AmeriCredit July 2012 - April 2013
Speedway Insurance February 2008 - February 2013
New York Life Insurance Company May 2011 - August 2011
Cuben Fiber January 2007 - May 2007
Fry's November 2005 - May 2006
Skills
Customer Service, Sales, Recruiting, Social Media, Selling, Teamwork, Business Planning, Insurance, Marketing, Team Building
Education
Arizona State University 2007 — 2012
Bachalor of Arts, Psychology
Naples Motorsports, Inc. August 2011 - Present
Europa Sports Products April 2011 - August 2011
New York Life Insurance Company August 2010 - March 2011
Great Results Landscaping May 2009 - May 2010
Marshall Goldman Motor Sales April 2007 - May 2009
Skills
Sales, Purchasing, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Strategic Planning, Leadership, Microsoft Word, Budgets, Team Building, Marketing Strategy, Time Management, Social Media
Education
Ashland University 2006 — 2010
Business Administration, Finance/Marketing
Honeybee Patisserie LLC May 2015 - Present
iris worldwide February 2011 - Present
Experian CheetahMail April 2010 - February 2011
New York Life Insurance Company March 2009 - April 2010
Minyanville Publishing & Multimedia October 2009 - December 2009
Conde Nast September 2008 - December 2008
TheStreet.com January 2007 - September 2008
Vonage 2005 - 2006
Dandy.net August 2005 - December 2005
Skills
CSS, Dreamweaver, XHTML, ActionScript, PHP, HTML 5, jQuery, JavaScript, Web Development, Illustrator, MySQL, User Interface Design, Flash, Adobe Fireworks, User Experience, HTML5
Education
Art Institute of Philadelphia 2001 — 2004
BA, Multimedia & Web Design
Abercrombie & Fitch December 2010 - September 2012
Ashland University August 2006 - February 2011
New York Life Insurance Company May 2009 - September 2009
Shelly Acres Swim Club May 2003 - September 2008
Skills
Finance, Microsoft Excel, Investments, Customer Service, Training, Mutual Funds, Insurance, Microsoft Office
Education
Ashland University 2006 — 2010
Bachelors, Finance, Interntional Business, Marketing
New York Life Insurance Company June 2013 - Present
Concord Hospital/ Concord Plastic Surgery April 2011 - February 2012
Catholic Medical Center/New England Heart Institute April 2006 - July 2011
Skills
Health Insurance, Life Insurance, Medicare, Financial Services, Strategic Financial..., Annuity Sales, Fixed Annuities, Guaranteed Lifetime..., Retirement Planning, Insurance, Employee Benefits, Retirement, 401k, Term Life Insurance, Financial Planners, IRAs, Business Planning, General Insurance, Personal Finance, Long-term Care, Customer Service, Leadership, Team Building
Education
Ashford University 2006 — 2012
Bachelor's degree, Psychology
N/A
Certification, Reflexology
Self-employed 2013 - 2013
United Methodist Church June 1954 - June 1994
New York Life Insurance Company June 1972 - June 1974
Education
Asbury College 1951 — 1954
Bachelor of Science (BS), Psychology
Central Michigan University 1950 — 1951
The Hertrich Group July 2015 - Present
Hilton Grand Vacations September 2014 - May 2015
Rapid Realty January 2013 - September 2014
New York Life Insurance Company October 2012 - January 2013
Aquafix Business Solutions April 2011 - October 2012
Complete Roof Systems March 2008 - March 2011
Prestige Land Rover November 2006 - March 2008
The Hertrich Group February 2005 - September 2006
Carey's Custom Home Construction August 2002 - February 2005
RDS Inc. Coastal Beachwear March 1999 - September 2002
Skills
Customer Service, Strategic Planning, New Business Development, Business Strategy, Microsoft Office, Marketing Strategy, Small Business, Sales Management, Coaching, Microsoft Excel, Team Building, Visual Merchandising, Training, PowerPoint, Credit Analysis, Finance, Retail Sales, Phone Skills, Contract Negotiation, Construction, Construction Drawings, Construction Management, Carpentry, Problem Solving, Public Relations, Speech, Salesforce Training, Marketing, Telephone Skills, Customer Satisfaction, Sales
Education
Ashford University 2011 — 2013
Associate's degree, Business Administration and Management, General
Dallas L. Scott Photography 2012 - Present
Logan's Uniform Rental November 2007 - September 2013
New York Life Insurance Company October 2005 - January 2007
Chase September 2004 - September 2005
Skills
Operations Management, Sales Management, Inventory Management, Team Building, Apparel, Negotiation, Merchandising, Customer Service, Customer Satisfaction, New Business Development, Process Improvement, Account Management, Strategic Planning, Sales Operations, Continuous Improvement, Product Development, Forecasting, Sales, Retail, Photography, Advertising, Microsoft Office, Microsoft Excel, Team Leadership, Social Media Marketing
Education
Lindsey Wilson College 1996 — 1998
Business Adminstration
Asbury College
Business Management and Ethics
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company May 2010 - Present
Skills
Retirement, Life Insurance, Securities, Analysis, Insurance, Tax, Long-term Care, Finance, IRAs, FINRA, Accounting, Fixed Annuities, Financial Services, Disability Insurance, Retirement Planning, Customer Service
Education
Bowling Green State University 2007 — 2009
Bachelor of Science, Business Administration: Finance
Ashland University 2006 — 2007
Marketing
Lakeland Community College 2004 — 2006
Associate, Arts
New York Life Insurance Company April 1987 - Present
Skills
Fixed Annuities, Life Insurance, Insurance, Investments, Finance, Marketing, IRAs, Retirement Planning, Term Life Insurance, Small Business, Disability Insurance, Business Planning, Licensed in Long-Term..., Customer Insight, Estate Planning, Business
Education
Arizona State University 1981 — 1986
Bachelors, Marketing
New York Life Insurance Company February 2007 - Present
First Command Financial Planning 1998 - 2007
Skills
Certified Financial..., Coaching, Financial Recruiting, Motivational..., Pro-active Leader, Management, Training Leadership, Financial Services, Recruiting, Team Building, Training, Strategic Planning, Leadership
Education
The American College 2012 — 2012
Chartered Leadership Fellowship, Leadership and Financial Services
The American College 2011 — 2011
Chartered Life Underwriter, Financial Services
Florida Community College of Jacksonville 2005 — 2006
Certified Financial Planner, Financial Planning and Services
Auburn University 1991 — 1997
MCE, Civil Engineering
Berry High School 1988 — 1991
New York Life Insurance Company June 2011 - Present
Ernst & Young September 2008 - September 2010
Ernst & Young, LLP August 2004 - September 2008
MetLife January 2003 - January 2004
MetLife Group January 2003 - September 2003
Ernst & Young, LLP January 1999 - January 2003
Danka Corporation August 1998 - January 1999
Pameco Corporation June 1997 - August 1998
Alexander Properties Group May 1996 - June 1997
Skills
Microsoft Excel, Sarbanes-Oxley Act, Financial Analysis, Finance, Accounting, Internal Controls, Auditing
Education
Auburn University 1992 — 1996
Bachelor's degree, Accounting
Snead State Junior College 1991 — 1992
Guntersville High School 1988 — 1991
www.yvonnesview.com January 2008 - Present
married to Otto Tschudi May 27, 1978 December 1974 - Present
New York Life Insurance Company August 1969 - August 2000
Skills
Estate Planning, Employee Benefits, Marketing Strategy, Strategic Planning, Social Media, Social Media Marketing, Customer Service, Sales, Public Speaking, Microsoft Office, Sales Management, Coaching, Budgets, Account Management, Online Advertising, Leadership, Advertising, Strategy, Training, Entrepreneurship
Education
Armstrong University 1961 — 1963
BA, Business Administration
Diablo Valley College 1961 — 1963
BA, Business Administration
New York Life Insurance Company August 2010 - April 2015
TD Bank March 2006 - October 2008
AC Maguire October 2003 - March 2006
Wachovia Bank, N.A. August 1993 - October 2003
The Equitable August 1981 - August 1993
Equitable Life 1981 - 1987
Skills
Mangement, Direct Sales, Client Services, 401k, Retirement, Mutual Funds, Investments, Banking, Asset Allocation, Wealth Management, Retirement Planning, Employee Benefits, Client Service, New Business Development, Consultative Selling, Pensions, ERISA, Middle Market, Defined Benefit, IRA's, Institutional, ETFs, Asset Management, Small Business, Portfolio Management, Annuities, Retirement Services, Alternative Investments, Benefits, Fixed Income, Wealth, Asset, Benefits Administration, Group Benefits, Deferred Compensation, Executive Compensation, Retirement Income..., Business Planning, Investment Strategies, Funding, Investment Advisory, Financial Services, Finance, Investment Management, Securities, CRM, Series 6, Series 63, Financial Advisory, Relationship Management
Education
Assumption College 1970 — 1974
BA
Delbarton School 1966 — 1970
H.S. Diploma
First Federal Mortgage May 2014 - Present
Guaranteed Rate, Inc. December 2013 - April 2014
Aliant Bank April 2012 - December 2013
First Federal Mortgage November 2006 - April 2012
Coats & Co., Inc. 2006 - 2006
Lincoln Financial Advisors April 1997 - March 2005
New York Life Insurance Company March 1996 - March 1997
Skills
USDA, Loans, FHA, Mortgage Lending, Refinance, Residential Mortgages, First Time Home Buyers, Investment Properties, Real Estate, Real Estate Transactions, Investments, Referrals, Sellers, Finance, Mortgage Banking, VA loans, Loan Origination, Real Estate Economics, Credit, FHA financing, Credit Analysis, Commercial Lending, Foreclosures, Relocation, Selling, Consumer Lending, Real Estate Financing, Sales, VA Loans, FHA Financing
Education
Auburn University 1995 — 1996
Master's of Business Administration, Finance
Auburn University 1985 — 1990
Bachelor's of Science, Mathematics
The J.M. Smucker Company May 2015 - August 2015
Ashland Area Chamber of Commerce December 2014 - May 2015
Ashland University January 2013 - May 2015
Ashland University September 2014 - March 2015
New York Life Insurance Company April 2014 - October 2014
Prep Baseball Report May 2013 - August 2013
The Ohio State University August 2011 - January 2013
Tiffin University School of Business May 2011 - August 2011
Skills
Teamwork, Leadership, Microsoft Office, Sports, Baseball, Microsoft Word, Public Speaking, Time Management, Event Planning, Higher Education, Customer Service, Microsoft Excel, Social Networking, Sales, Life and Health..., Event Management, Finance, Accounting
Education
Ashland University 2012 — 2015
Bachelor’s Degree, Finance, and Business Administration, Graduate
Alabama Department of Labor April 2015 - Present
Alabama State University September 2013 - Present
Toys R Us September 2013 - February 2014
New York Life Insurance Company April 2013 - July 2013
Mobile Arts Council January 2013 - May 2013
University of South Alabama August 2012 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, Windows, Time Management, Event Management, Photography, Sales, Nonprofits, Fundraising, Editing, Event Planning, Teaching, Microsoft Office, Leadership, Social Networking
Education
Alabama State University 2013 — 2015
Masters, Accounting
University of South Alabama 2010 — 2013
Bachelor of Arts (B.A.), Music Business, 3.44 GPA
Auburn University 2006 — 2009
Bachelor's degree, Music Performance, General
LeFlore High School of the Creative and Performing Arts and Communications 2002 — 2006
H.S. Diploma
Shearer Chevrolet Buick GMC Cadillac August 2015 - Present
Shearer Chevrolet Buick GMC Cadillac May 2015 - Present
Plainsman Insurance and Financial Solutions LLC April 2014 - Present
National Association of Insurance and Financial Advisors (NAIFA) Vermont August 2014 - April 2015
Booth Brokerage LLC July 2014 - March 2015
Eagle Strategies LLC. April 2012 - March 2014
New York Life January 2008 - March 2014
New York Life Insurance Company January 2008 - March 2014
RailAmerica 2002 - 2007
Norfolk Southern July 1992 - October 2001
Skills
401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, LUTCF, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Wealth Preservation..., Retirement Planning, Strategic Financial..., Life Insurance, Mutual Funds, Long Term Care Insurance, Investments, Portfolio Management, Disability Insurance, Employee Benefits, Fixed Annuities, Financial Advisory, Financial Planners, Financial Planning, Retirement, Insurance, Financial Services, Leadership, Securities
Education
National Association of Insurance and Financial Advisors Leadership in Life Institute 2012 — 2012
LILI Graduate (Leadership in Life Institute), Leadership Principles
The American College 2009 — 2010
Life Underwriter Training Council Fellow (LUTCF), Insurance and Financial Services
Auburn University 1983 — 1991
Bachelor of Science, Business Administration: Transportation/Physical Distribution
Opelika High School 1979 — 1983
owR Opinion, LLC February 2008 - Present
Merrill Lynch August 2006 - February 2008
New York Life Insurance Company February 2006 - August 2006
Enterprise Rent-A-Car July 1998 - February 2006
Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Retirement Planning, Retirement, Long-term Care, Sales Management, Term Life Insurance, Estate Planning, Strategic Planning, Customer Service, Employee Benefits
Education
The American College 2011 — 2016
CLU, Insurance
Assumption College 1994 — 1998
Bachelor’s Degree, Marketing
Londonderry High School 1992 — 1994
Holy Cross High School 1990 — 1992
New York Life Insurance Company September 2015 - Present
EcoWater Systems LLC 2013 - September 2015
SolarCity 2013 - 2013
Skills
Life Insurance, Education Funding, Retirement Planning, Retirement Income..., 401k Rollovers, Asset Protection, Annuity Sales, Long Term Care Insurance, Estate Planning
Education
Arizona State University 2001 — 2004
Bachelor's degree, Sociology
Phillips Graduate Institute
Master's degree, Psychology
The Hartford April 2011 - Present
Federated Insurance January 2007 - March 2011
New York Life Insurance Company January 2003 - January 2007
Skills
Marketing, Sales Operations, Training, Management, Insurance, Sales, Casualty Insurance, Customer Service, Direct Sales, General Insurance, Property, Liability, Workers Compensation
Education
Arizona State University, W. P. Carey School of Business
Bachelor's degree, Business/Management
M Chang Gummelt May 2015 - Present
REI Consultants. September 2014 - Present
New York Life Insurance Company September 2013 - October 2014
Eye On The Design September 2004 - September 2013
Linxworks Solutions January 2005 - March 2008
Fresh Dining November 2004 - March 2008
NGI May 2003 - October 2004
Yafa Inc. May 1998 - December 2002
Hitmakers Magazine January 1993 - May 1998
Skills
Illustrator, Mac, InDesign, Photoshop, Corporate Identity, Logo Design, Packaging Design, Billboard Design, QuarkXPress, DVD Packaging, CD packaging, Graphic Design, Graphics, Packaging, Marketing, Web Design, Advertising, Image Manipulation, Billboards, Layout, Art, Creative Direction, Catalogs, Direct Mail, Adobe Creative Suite
Education
ArtCenter College of Design 1989 — 1993
Ulysses S. Grant High School 1986 — 1989
High School Diploma
New York Life Insurance Company August 2015 - Present
New York Life Insurance Company October 2013 - August 2015
American Publishing Incorporated March 2013 - October 2013
Kroger April 2011 - August 2012
Trinity Discount Drugs June 2010 - September 2010
Baptist Health Systems Inc August 2009 - August 2009
Winn-Dixie Pharmacy August 2009 - August 2009
Wal-Mart Supercenter May 2009 - August 2009
Skills
Clinical Pharmacology, Pharmaceutical Industry, Pharmaceutical Sales, Team Leadership, Biopharmaceuticals, Customer Engagement, Sales, Biotechnology, Building Relationships, Customer Service
Education
Auburn University 2008 — 2012
Pharmacy
University of Utah
Neurological Effects of Alcoholism and Drug Dependency
Faulkner University 2003 — 2008
Bachelor of Science (BS), Biology, General, 3.18
AXA US March 2015 - Present
Nationwide Financial January 2011 - March 2015
Edward Jones September 2009 - July 2010
New York Life Insurance Company 2008 - 2009
GNC 2004 - 2007
Skills
Series 7, Series 66, Life & Health Insurance..., Retirement Planning, Variable Annuities, Mutual Funds, Sales, Competitive Analysis, New Business Development, Strategic Partnerships, Investments, Insurance
Education
The American College 2012 — 2014
Ashland University 2006 — 2009
Bachelor's Degree, Accounting and Finance
Soma Christian Church May 2015 - Present
Starbucks January 2014 - Present
JPMorgan Chase July 2011 - March 2014
AXA March 2011 - July 2011
Wetseal Inc January 2010 - January 2011
New York Life Insurance Company June 2008 - March 2010
New York & Company September 2006 - July 2008
Skills
Banking, Sales, Customer Service, Microsoft Excel, Leadership, Management, Finance, Retail Banking, Microsoft Office
Education
Arizona State University 2014 — 2015
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
California State University, Fresno 2001 — 2009
Business, Organizational Leadership
New York Life Insurance Company 1964 - Present
Skills
Life Insurance, Fixed Annuities, Retirement, Whole Life, Term Life Insurance, Disability Insurance, Retirement Planning, Roth IRA, Long Term Care Insurance, IRAs
Education
The American College 1994 — 1997
Master’s Degree, Finance and Financial Management Services
The American College of Life Underwriters 1975 — 1975
Certification, Chartered Life Underwriter
Athens State University 1959 — 1962
Bachelor of Applied Science (B.A.Sc.), English/Language Arts Teacher Education
New York Life Insurance Company January 2015 - Present
PepsiCo August 1998 - March 2014
Coca-Cola Enterprises July 1988 - November 1995
Skills
Life & Health Insurance..., Sales, Sales Management, Sales Operations, Lifetime Income..., Asset Protection, Retirement Income..., Legacy Planning, Education Funding..., Business Exit Strategy
Education
Art Institute of Fort Lauderdale 1981 — 1983
Associate of Arts (A.A.), Commercial and Advertising Art
University Toyota May 2015 - Present
New York Life Insurance Company March 2015 - May 2015
University Toyota July 2014 - February 2015
Jim Bishop Toyota May 2011 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Reporting, Car Rental, Fleet Management, Fleet Operations, Marketing, Leadership Development, Automotive, Continuous Improvement, Time Management, Customer Service, Analysis, Vehicles, Customer Satisfaction, Accounting, Operations Management, Purchasing, Inventory Management, Team Building, Process Improvement, Sales Management, Budgets, Retail, Profit, Customer Retention, Sales, Business Planning, Negotiation, Management, Sales Operations, Account Management, Sales Process, Cpr Certified, Strategic Planning, Coaching, Team Leadership, Insurance, Strategy, New Business Development, Business Strategy, Social Media Marketing, Event Management, Marketing Strategy, Direct Sales, Social Networking, Organizational..., Marketing Communications, B2B
Education
Ashford University 2013 — 2017
BA Applied Behavioral Science, *Major Psychology *Minor Entrepeneur
Northwest Shoals Community College-Muscle Shoals
University of North Al
Organizational Leadership and Managment/Marketing
New York Life Insurance Company December 2012 - Present
westchester country club April 2005 - November 2012
Aflac August 2012 - October 2012
Skills
Microsoft Office, Public Speaking, PowerPoint, Social Media, Insurance, Microsoft Excel, Microsoft Word, Retirement, Teamwork, 401k Rollovers, Annuity Sales, Social Networking, Customer Service, Outlook, Fixed Annuities, Retirement Planning, Whole Life, Finance
Education
Assumption College 2008 — 2012
Bachelor of Arts (B.A.) Cum Laude, Political Science, 3.549
Mamaroneck High School 2004 — 2008
New York Life Insurance Company 2015 - Present
New York Life Insurance Company June 2012 - 2015
Skills
Financial Recruiting, Financial Services, Life Insurance, Agent Development, Lifetime Income..., Sales Management, Sales Recruitment, Retirement Planning, Sales, Business Development, Financial Analysis
Education
Auburn University
New York Life Insurance Company June 2014 - Present
American Greetings July 2012 - April 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP December 2010 - May 2012
Pine Ridge Hospital July 2008 - June 2010
Alorica, Inc. June 2006 - June 2008
Skills
Executive Support, Administrative..., Human Resources, Expenses, Finance, Outlook, Office Management, Research, Management, Executive Calendar..., Data Entry, Microsoft Office, Time Management, Accounting, Administrative Support, Compliance, Shared Services, Excel, Administration, Interviews, Lotus Notes, Accounts Payable, Customer Service, Fax, Documentation, Scheduling, Editing, Telephone Skills, Typing, Databases, Interviewing, Word, Inventory Management, Financial Reporting, Jaguar, Concur, Supervisory Skills, Service Coordination, Oral & Written..., Microsoft Excel, Recruiting, Employee Relations, Sourcing, Marketing, Talent Acquisition, Technical Recruiting, Legal Assistance, Receptions
Education
Ashford University 2011 — 2015
Bachelor's Degree
Haybar Real Estate August 2014 - Present
New York Life Insurance Company May 2014 - August 2014
Serendipity Downtown October 2012 - August 2013
Acxiom February 2013 - May 2013
Skills
Social Media Marketing, Social Marketing, Online Advertising, Market Research, Retail Buying, Retail, Teamwork, Customer Satisfaction, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Time Management, Public Speaking, Sales Management, Staff Supervision, Fashion, Social Media, Social Networking
Education
Arkansas Tech University 2010 — 2014
Bachelor of Science, Business Administration & Marketing and Management
New York Life Insurance Company July 2015 - Present
AT&T August 2012 - May 2015
Skills
Customer Service, Customer Retention, Entrepreneurship, Customer Satisfaction, Customer Experience, Life Coaching, Microsoft Office, Microsoft Word, Microsoft Excel, Telecommunications, Quality Assurance, Team Building, Social Media, Public Speaking, Relationship Building, Team Leadership, Successful Business..., Data Entry, Sales, Job Coaching, Project Planning, Call Centers, Teaching, Training, Time Management
Education
Ashford University 2015 — 2017
Bachelor's degree, Human Resources Management
St. Petersburg College 2012 — 2016
Associate's Degree, Human Services, General
New York Life Insurance Company
Skills
Long Term Care, Annuities, Insurance, Series 6, Insurance Planning, Retirement Planning, Disability Insurance, Series 63, Term Life Insurance, Whole Life, Mutual Funds, 401k, Fixed Income, Health Insurance, Team Building, Life Insurance, Small Business, Retirement, Financial Planning, IRAs, Sales, Leadership, Investments, Estate Planning, Long-term Care, Fixed Annuities, Financial Planners, Strategic Financial..., Securities, Series 7
Education
Arizona State University 1988 — 1992
Master's Degree
Oregon State University 1978 — 1981
Bachelor's Degree, Social Psychology, BS
South Eugene HS
Pat White State Farm November 2014 - Present
New York Life Insurance Company November 2013 - November 2014
Copeland's of New Orleans Restaurant June 2012 - February 2013
Clarke's Irish Pub June 2010 - May 2012
The Cheesecake Factory April 2009 - May 2010
Buffalo Wild Wings October 2005 - April 2009
Ticknor Terrace Apartments May 2006 - October 2006
Skills
Skilled Multi-tasker, Bank Loans, Detail Oriented, Computer Proficiency, Problem Solving, Strategic Communications, Insurance, Strategic Planning, Organizational..., Training & Development, Sales, Marketing, Customer Service, Retirement, Fixed Annuities, Life Insurance, College Savings Plans, Business Development, Investments, Retirement Planning, Long-term Care, Whole Life, Mutual Funds, Refinance, Bartending, Nutritional Counseling, Fitness Training, Restaurants, Apartments, Social Networking, Therapeutic Massage, Graphic Design, Event Planning
Education
Educating Hands 2011 — 2011
Massage Therapy
Tarrant County College 2005 — 2007
Acedemics
Art Institute of Dallas 2000 — 2002
Graphic Design
New York Life Insurance Company April 2014 - Present
Mt Zion Material Handling Equipment Inc. / Back Mt. Log Homes August 2006 - March 2014
Vanesko Trucking / Somerset Regional Water Resources November 2011 - March 2013
KVC Construction August 2001 - August 2006
United States Marine Corps August 1997 - August 2001
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Long-term..., business insurance..., Business succession..., Buy-sell Agreements, Charitable Giving, Communication, Customer Retention, Estate Planning, Life Insurance..., IRA Rollovers, Key persons insurance, Legacy Giving, Multi-generational..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection Planning, Retirement, Retirement Planning, Risk Management, Sales, Seminar Marketing, Succession Planning, supplements to employee..., Term Life Insurance, Time Management, Wealth Preservation..., wealth transfer..., Workshop Facilitation, Writing
Education
Penn State University
Associate's Degree, Psychology, General
Art Institute of Philadelphia
Industrial design, Industrial and Product Design
New York Life Insurance Company 2015 - Present
Skills
401k Rollovers, Annuity Sales, Business Insurance..., Fixed Annuities, Gifting Strategies, Income Protection, Legacy Planning, Licensed Life and..., Life Insurance, Retirement, Term Life Insurance, Whole Life Insurance, Small Business, Sales, Leadership, Insurance, Finance
Education
Atlantic Cape Community College 2008 — 2010
Atlantic City High School 2003 — 2007
Tractor Supply Company July 2013 - Present
Lowe's Companies, Inc. September 2011 - July 2013
New York Life Insurance Company August 2009 - December 2012
Lewter Hardware Company May 2006 - November 2009
Skills
Business Process, Sales, Customer Service, Small Business, Leadership, Management, Team Building, Customer Satisfaction, Retail, Team Leadership, Time Management, Inventory Management, Merchandising, Profit, Teamwork, Budgets, Public Speaking, Operations Management, Social Media, Marketing Strategy, Marketing, Microsoft Word, Sales Management, Social Networking, Research, Inventory Control, Program Management
Education
University of Alabama in Huntsville 2015 — 2018
Bachelor's degree, Mechanical Engineering
Athens State University 2003 — 2008
Bachelors, Business Management
MassMutual Chicago November 2014 - Present
New York Life Insurance Company 2014 - November 2014
Skills
Insurance, Retirement
Education
Arizona State University 2000 — 2005
Bachelor's Degree, English Literature
IBM May 2014 - Present
Oracle November 2011 - May 2014
Northeast Copier Systems - Xerox October 2010 - November 2011
CLM Media Inc August 2008 - October 2010
New York Life Insurance Company June 2007 - August 2008
Pfizer 2003 - 2003
Skills
Lead Generation, Sales Process, Solution Selling, Sales Operations, Strategy, Sales, New Business Development, Selling, Customer Service, Account Management, Business Development, Management, Forecasting, SaaS, Public Speaking, Social Networking, Enterprise Software, Organization &..., Customer Retention, Marketing, Direct Sales, Sales Management, Professional Services, Sales Presentations, Qualifying Prospects, Salesforce.com, Strategic Partnerships, Managed Services, Pre-sales, Business Intelligence, B2B, Storage, Time Management, Customer Satisfaction, Contract Negotiation, Business Planning, Networking, Consulting, Cold Calling, Cloud Computing, Channel Partners, Software Industry, Demand Generation, Partner Management, Complex Sales, Business Alliances, Sales Enablement, Go-to-market Strategy, Consultative Selling, Customer Relations
Education
Assumption College 2005 — 2007
MBA, Business Administration and Management, General
Assumption College 2001 — 2005
Bachelor of Arts, International Business
American School Foundation
New York Life Insurance Company 2008 - Present
Starbucks June 2006 - August 2008
Skills
Retirement Planning, Fixed Annuities, Insurance, Customer Service, Sales, Life Insurance, Finance, Investments, Leadership, Small Business, Term Life Insurance, Disability Insurance, Retirement, Mortgage Lending, Financial Analysis, Mutual Funds, Microsoft Office, Loans, Credit, Team Building, Public Speaking, Management
Education
Asbury College 1997 — 2001
BA, Christian Ministries
New York Life Insurance Company July 2013 - Present
Pure Barre May 2011 - July 2013
Semper Capital Management, L.P. June 2012 - August 2012
BranchOut January 2012 - August 2012
Starbucks March 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Financial Analysis, Real Estate Financing, Commercial Real Estate, Real Estate, Commercial Mortgages, Asset Management, Bloomberg Software, Management, Financial Modeling, Leadership, Fitness, Marketing, Office Management, Front Office, Teamwork, Social Networking, Social Media, Sales
Education
NYU School of Professional Studies 2013 — 2016
Real Estate
Auburn University 2009 — 2013
Bachelor of Science (BS), Finance, General, Senior
Saint Andrews School 2005 — 2009
High School
New York Life Insurance Company September 2013 - Present
Mixprints January 2009 - Present
Mixprints July 2009 - July 2013
Assistant Manager July 2008 - June 2009
Sherland & Farrington 2007 - 2008
Borders Books September 1999 - August 2002
Skills
Public Speaking, Customer Service, Research, Creative Writing, Blogging, Social Media, Facebook, Social Media Marketing, Social Networking, Marketing Communications, Advertising, WordPress, Marketing
Education
Ashford University 2012 — 2015
Bachelor's Degree, Health/Health Care Administration/Management, 3.75
Chaminade University of Honolulu 1994 — 1998
BA, English
Pinnacle Private Wealth May 2013 - Present
Sovereign Bank December 2009 - May 2013
Sovereign Bank December 2009 - May 2013
New York Life Insurance Company May 2007 - December 2009
Skills
Asset Management, Mutual Funds, Investments, Portfolio Management, Wealth Management, Life Insurance, Financial Risk, Alternative Investments, Wealth, Finance, Wealth Management..., Risk Management, Financial Services, Securities, Retirement Planning, Series 7, Series 63, Series 6, Asset Allocation
Education
Assumption College 2003 — 2007
Bachelors, Management, Finance
Somers High School
Somers High School
Sound Financial Strategies Group June 2005 - Present
National Planning Corporation (NPC) 2008 - 2014
New York Life Insurance Company December 2004 - June 2005
ADP February 2000 - December 2004
Mississippi State Tax Commission January 1999 - May 1999
Dean Witter Reynolds May 1995 - August 1995
Skills
Investment Strategies, Retirement Planning, Investment Management, Personal Financial..., Biblical Studies, Biblical Teaching, Biblical Financial..., Asset Management, Insurance, Wealth Management, Public Speaking, Variable Annuities, Securities, Asset Allocation, Investment Advisory, Wealth Accumulation, Wealth Preservation..., Income Distribution
Education
College of Financial Planning 2007 — 2013
Certified Financial Planner Plus, CFP PLUS, Investments and Securities
College of Financial Planning 2006 — 2006
Chartered Mutual Fund Counselor, CMFC, Investments and Securities
King's College London 1999 — 1999
Graduate level, International Finance
Mississippi College 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of Mississippi 1997 — 1998
Bachelor of Accountancy
Arkansas State University 1994 — 1996
Accounting
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase May 2014 - April 2015
Fairport Savings Bank April 2013 - April 2014
New York Life Insurance Company July 2008 - June 2013
Scuttlebutts Restaurant May 2007 - June 2008
Morgan Stanley Internship May 2006 - May 2007
The Southwestern Company May 2005 - August 2005
Locust Hill Country Club January 1996 - January 2004
Education
Arizona State University - W. P. Carey School of Business 2004 — 2007
Business, Finance
Monroe Community College 2002 — 2004
A.S, Business Administration
SAS Safety Corp. April 2014 - Present
National Oak Distributors, Inc. January 2013 - April 2014
Wizards Products April 2012 - December 2012
New York Life Insurance Company 2011 - April 2012
ITW Evercoat January 2009 - November 2010
Evercoat June 2007 - January 2009
DeVilbiss Automotive Refinishing May 2004 - June 2007
ITW Automotive Refinishing January 2000 - May 2004
National P.B September 1998 - January 2000
National Oak Distributors, Inc. 1999 - 2000
Skills
Negotiation, Inventory Management, Product Management, Purchasing, Pricing, Sales Operations, Budgets, Strategic Planning, Sales, Sales Management, New Business Development, Account Management, Leadership, Marketing Strategy, B2B, Management, Marketing, Team Building, Product Development, Automotive Aftermarket, Direct Sales, Market Research, Program Management, Key Account Management, Forecasting, International Sales, Automotive, Customer Satisfaction, Business Strategy, Profit, Sales Process, Competitive Analysis, Selling, Contract Negotiation, Product Marketing, Manufacturing, Market Planning, Marketing Management, Automobile, Start-ups, Business Planning, CRM, Customer Retention, Income Statement, Operations Management, P&L Management, Cross-functional Team..., Cold Calling, Vehicles, Business Development
Education
Auburn University 1975 — 1981
Bachelors of Science, Business Administration
American Express June 2014 - Present
American Express July 2012 - June 2014
New York Life Insurance Company June 2011 - April 2012
Seleznov Capital Advisors, LLC 2010 - 2011
Skills
Financial Analysis, Financial Reporting, Forecasting, Budgets, Strategic Planning, Cost Benefit, Microsoft Excel, Variance Analysis, Oracle E-Business Suite, Microsoft SQL Server
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Cars.com June 2015 - Present
Business Union Financial February 2015 - May 2015
New York Life Insurance Company October 2014 - January 2015
Insight Global June 2013 - June 2014
Skechers June 2011 - December 2012
The Estancia Club May 2010 - June 2011
Skills
Life Insurance, Personal Finance, Wealth Preservation..., Business Networking, Asset Protection, 401k Rollovers, Protection Planning, Consulting, Time Management, Building Relationships, Public Speaking, Recruiting, Leadership
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (BS), Business Management
IBEW local 103 June 2015 - Present
Harvard Garndens April 2015 - June 2015
Harvard Gardens April 2014 - April 2015
Harvard Gardens December 2013 - April 2014
Propel Marketing January 2013 - June 2013
Kyocera New England October 2012 - December 2012
Cintas Corporation October 2007 - April 2011
Sun Life Financial December 2004 - September 2007
Olympic Moving and Storage March 2002 - September 2007
New York Life Insurance Company October 2001 - March 2002
Skills
Account Management, Cold Calling, Customer Service, New Business Development, Marketing Communications, Salesforce.com, Outside Sales, Digital Marketing, Online Marketing, Sales Process, Contract Negotiations, Problem Solving, Customer Relations, Marketing, Sales, Sales Operations, Management, SEO, Social Media, Direct Sales, Strategic Planning, Sales Presentations
Education
Arizona State University 1998 — 2002
Bachelor of Interdisciplinary Studies, Business and Communications
Matignon High School 1990 — 1994
Hancock Investment Services, Inc September 2011 - Present
New York Life Insurance Company March 2011 - September 2011
Family Funeral Home June 2010 - February 2011
Riemann Family Funeral Homes 2008 - 2009
Riemann Family Funeral Homes 2008 - 2009
Riemann Family Funeral Homes 2007 - 2009
Riemann Family Funeral Homes 2007 - 2009
Education
Auburn University 2006 — 2010
Auburn University
BBA, Finance
Vanguard September 2013 - Present
Vanguard February 2013 - August 2013
Arizona State University August 2008 - May 2012
New York Life Insurance Company June 2010 - August 2010
Lakeside Field Club May 2006 - August 2009
Citi-Smith Barney January 2008 - May 2008
Outhouse Orchards October 2005 - October 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Research, Financial Modeling, Public Speaking, Social Media, Customer Service, Microsoft Word, Finance, Leadership, Management, Sales, Business Planning, Access, Analysis, Time Management, Market Research, Investments, CRM
Education
Arizona State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Arizona State University - W. P. Carey School of Business 2008 — 2012
Finance, International Business
Lowe's Companies, Inc. March 2015 - Present
US Army February 2010 - Present
New York Life Insurance Company July 2015 - September 2015
Securitas Security Services USA, Inc. September 2012 - May 2013
Skills
Homeland Security, Sales Presentations, Data Analysis, Commercial Insurance, Health Insurance, Life Insurance, Disability Insurance, Property & Casualty..., Security Management, Information Security, Security Operations, Accident Insurance, Geospatial Intelligence, Geospatial Data, Foreign Languages, Marketing Communications, Market Research, Security, Market Intelligence, Customer Relations, PowerPoint, Commercial and...
Education
Ashford University 2010 — 2015
Bachelor of Arts (B.A.), Homeland Security and Emergency Management
Cochise College 2009 — 2010
Associate’s Degree, Military Intelligence, Command Control and Information Operations
New York Life Insurance Company November 2014 - Present
Kroger July 2014 - October 2014
Arkansas Tech University August 2012 - May 2014
Skills
Retirement Planning, Life Insurance, Asset Protection, Annuity Sales, Long Term Care Insurance, Business Planning, Income Protection
Education
Arkansas Tech University 2012 — 2014
Master's Degree, College Student Personnell
Arkansas Tech University 2008 — 2012
Bachelor's Degree, Management and Marketing
Russellville High School 2005 — 2008
High School
Noah Capital December 2010 - Present
Pevadi Brothers S.A. January 2005 - November 2010
New York Life Insurance Company December 2002 - December 2004
Morgan Stanley October 2000 - April 2002
Pevadi Brothers S.A. January 1995 - September 2000
Pevadi Shipping Holdings Corp. September 1984 - December 1994
Skills
Funding, Venture Capital, Alternative Investments, Investment Strategies, Wealth Management, International Business, Strategy Development, Negotiation, Sales Management, Strategy, Private Equity, Investments, Management, Start-ups, Real Estate, Strategic Partnerships, Finance, Entrepreneurship, Angel Investing, Corporate Development, Mergers & Acquisitions, Private Placements, Business Strategy, Financial Modeling
Education
Bentley College 1991 — 1993
MS in Finance
Babson College 1986 — 1989
BSBA, Management, Entrepreneurship
Deree College 1984 — 1986
Athens University of Economics and Business 1984 — 1986
Athens College 1973 — 1984
New York Life Insurance Company October 2014 - Present
Ryder Supply Chain Solutions August 2010 - March 2014
KLA-Tencor Corporation January 2000 - October 2007
US Navy (Submarines) April 1980 - April 2000
Skills
Cross-functional Team..., Management, Operations Management, Process Improvement, Logistics, Supply Chain Management, Team Building, Engineering, Electronics, Strategy, Budgets, Security Clearance, Training, Troubleshooting, Project Planning, Leadership, Microsoft Office, Semiconductors, Continuous Improvement, Supply Chain, Business Development, Military, Change Management, Team Leadership, Lean Manufacturing, Microsoft Excel, Integration, Transportation, Product Development, Strategic Planning, Analysis, Start-ups, Customer Service, Quality Assurance, Testing
Education
Ashford University 2010 — 2013
Bachelor of Science (BS), Business Information Systems, 3.57
Catalyst Advisory Group, LLC January 2001 - Present
PRUDIENTIAL 1996 - 2001
Prudential Financial 1996 - 2000
New York Life Insurance Company 1978 - 1996
New york Life 1978 - 1995
Skills
Estate Planning, Captives, Insurance, Small Business, Investments, Employee Benefits, Succession Planning, Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Entrepreneurship, Exit Strategies, Business Planning, Asset Managment, Start-ups, Strategic Planning, Long-term Care, New Business Development, Financial Services, Asset Management, Marketing, Executive Management, Finance
Education
Arkansas State University 1971 — 1975
BS, MARKETING
Nettleton High School 1968 — 1971
Arbitration Forums, Inc. May 2015 - Present
Jaguda.com March 2009 - Present
Federal Ministry of Power Nigeria via ArobTek December 2014 - February 2015
New York Life Insurance Company January 2014 - October 2014
Arbitration Forums December 2011 - December 2013
Wachovia Corparate Investment Banking November 2007 - December 2011
Wells Fargo Home Mortgage February 2006 - October 2007
EBS May 2005 - January 2006
Skills
Test Automation, Manual Testing, Test Planning, Software Quality..., Testing, Agile Testing, User Acceptance Testing, Quality Assurance, Requirements Analysis, SDLC, Agile Methodologies, Scrum, SQL, Unix, Software Project..., XML, Java, Release Management, QTP, Rational Robot, Quality Center, XML Spy, SoapUI, WordPress, Business Requirements, Requirements Gathering, Visio, Systems Analysis, Test Cases, Test Strategy, System Testing, Regression Testing, Defect Tracking, Waterfall, Test Management, Software Engineering, DB2, PL/SQL, Test Execution, Web Services, Functional Testing, SOA, Test Automation..., Oracle, System Integration..., Databases, HP QTP
Education
Auburn University 2000 — 2005
Bachelor of Science (B.Sc.), electrical and computer engineering
New Jersey Institute of Technology
Computer Science
Colorado National Guard May 2010 - Present
Trustwave June 2013 - September 2015
Conduit Language Specialists October 2010 - December 2012
New York Life Insurance Company June 2009 - October 2010
Banker's Life and Casualty January 2007 - June 2009
Command Technologies January 1999 - December 2001
Skills
Linux System..., Unix Operating Systems, Red Hat Linux, Windows, IT Operations, Microsoft Office, Technical Translation, Translation, Linguistics, Proofreading, Foreign Languages, Interpreting, Spanish, Legal Translation, Editing, English, Transcription, Multilingual, Security, System Administration, TCP/IP, Technical Support, Network Security, Customer Service, Computer Security, Firewalls, Unix, Information Security, Troubleshooting, Networking, Linux
Education
Art Institute of Colorado 2000 — 2004
Bachelor of Arts (B.A.), Computer Media
Nelson & Company Wealth Management April 2013 - Present
The Whole Person April 2012 - Present
New York Life Insurance Company November 2010 - April 2013
nelson & company 2010 - 2013
M & I Bank March 2003 - May 2010
banking 2006 - 2010
Reid and Reid CPA Firm September 2002 - March 2003
Bank of America July 1998 - September 2002
Skills
Leadership, Commercial Lending, Sales Management, Public Speaking, Sales, Banking, Marketing, Small Business, Commercial Banking, Wealth Management, Personal Development, Credit, Financial Analysis, Strategic Planning, Leadership Development, Business Planning, Strategic Financial..., Strategy, Loans, Insurance, Networking, Retirement Planning, Risk Management, Finance, Small Business Lending, Mutual Funds, Financial Services, Investments, Portfolio Management, Mortgage Lending, Securities, Fixed Annuities, Series 7, Financial Advisory, Life Insurance, Series 63, 401k, IRAs, Long-term Care, Relationship Management, Term Life Insurance, Disability Insurance, Retirement, Underwriting, Estate Planning, Wealth Management..., Credit Analysis, Financial Planners, Financial Planning, Management
Education
Arizona State University 1981 — 1986
Bachelor's of Science, Economics & Finance
John Watts Associates January 1998 - Present
John Watts Associates January 1994 - January 1998
New York Life Insurance Company June 1993 - January 1994
Skills
Sales Operations, B2B, Budgets, Furniture, Sales, Selling, Interior Architecture, Account Management, Strategic Planning, Leadership, Interior Design, New Business Development, Space Planning, Project Management, Furnishings, Project Planning, Manufacturing, Sales Management, Customer Service, Team Building, Contract Negotiation
Education
Assumption College 1990 — 1993
BA, Business
Assumption College 1989 — 1993
East Catholic High School 1986 — 1989
New York Life Insurance Company July 2012 - Present
CSA General Insurance Agency November 2011 - July 2012
Quality Transport Services of Arizona June 2011 - November 2011
Netcor Transports May 2010 - May 2011
Humana 2005 - 2010
AZ Association of Community Health Centers May 2004 - May 2005
Skills
CRM, New Business Development, Account Management, Marketing, Public Relations, Sales, Insurance, Presentations, Networking, Strategic Planning, Business Development, Community Outreach, Recruiting, Time Management, Training, Management, Sales Operations, Budgets, Customer Service, Public Speaking, Customer Satisfaction, Small Business, Employee Benefits, Customer Retention, Healthcare, Nonprofits, Leadership, Team Building, Leadership Development, Coaching, Strategy
Education
Arizona State University
Bachelor's degree
AAMCO Transmissions and Total Car Care August 2015 - Present
T-Squared Professional Engineers, Inc. June 2013 - August 2015
Independent Business Consultant July 2009 - October 2013
New York Life Insurance Company October 2010 - May 2011
The UPS Store May 2007 - July 2009
The UPS Store January 2005 - May 2007
The UPS Store April 1990 - January 2005
Skills
Franchising, Business Planning, Retail, Customer Service, Social Media, Staff Development, Small Business, Negotiation, Contract Negotiation, Sales, Real Estate, New Business Development, Marketing, Strategic Planning, Management, Selling, Training, Business Development, Analysis, Public Relations, Advertising, Finance, Coaching, Operations Management, Marketing Strategy, Entrepreneurship, Budgets, Strategy, Project Planning, Start-ups, Customer Satisfaction, Time Management
Education
Ashford University
Bachelor of Arts, Business Administration
New York Life Insurance Company November 2010 - Present
Primerica June 2008 - October 2010
First World Syndication, Inc. February 2007 - May 2008
Education
Ateneo Graduate School of Business 1977 — 1980
Masters in Business Administration, Accounting and Finance
University of the East
Bachelor of Science in Business Administration, Accounting
Calvary Evangelical Church December 2014 - Present
Mt Pleasant Church August 2012 - December 2014
Upper Arlington Grace Brethren Church September 2010 - August 2012
New York Life Insurance Company May 2009 - December 2010
Campus Crusade for Christ May 2006 - September 2008
Skills
Millennial Outrach, Expository Preaching, Teaching Adults, News Writing, Speech Writing, Discipleship Training, Geriatric Spiritual Care, Social Media..., Creative Writing, Public Engagement
Education
The Ohio State University 2000 — 2006
Bachelors, Religious History, 3.0
Ashland University
New York Life Insurance Company June 2013 - Present
New York Life June 2011 - July 2012
New York Life Insurance Company March 2009 - June 2011
New York Life Insurance Company April 2004 - March 2009
Canada Life December 2000 - December 2004
Confederation Life 1990 - 1995
Skills
Retirement Planning, Insurance, Long Term Care, Long-term Care, Fixed Annuities, Strategic Financial..., Estate Planning, Disability Insurance, Curriculum Development, Training Delivery, Sales Rep Training, Life Insurance, Business Planning, Leadership, Training, Investments, Retirement, Pensions, Sales Management, Term Life Insurance, Wealth Management, Mutual Funds, IRAs, Wealth, Financial Planners, Financial Advisory, Long Term Care Insurance, Financial Services, Health Insurance, Relationship Management, Investment Strategies, Investment Advisory, 401k, Small Business, Variable Annuities, Portfolio Management, Series 63, Financial Risk, Investment Management, Brokers, Alternative Investments, Asset Management, Risk Management, Series 7, Securities, Employee Benefits, General Insurance, Finance
Education
Auburn University 1973 — 1978
B.S., Geology
The American College 1999 — 2004
MS, Financial Services
Huntington National Bank July 2013 - Present
J.P. Morgan July 2011 - July 2013
NYLIFE Securities LLC May 2009 - July 2011
New York Life Insurance Company May 2009 - July 2011
Ashland University August 2005 - May 2009
Skills
Financial Analysis, Investments, Mutual Funds, Portfolio Management, Finance, Microsoft Office, Microsoft Excel, Risk Management, Customer Service, Insurance, Accounting, Sales, Estate Planning, Retirement Planning, Microsoft Word, Asset Managment, Asset Allocation, Series 7, Series 63, IRAs, Securities, Financial Modeling, Strategic Financial..., Banking, Entrepreneurship, Sales Operations, Asset Management
Education
Ashland University 2005 — 2009
B.S.B.A, Finance
B/H Drywall, Stucco, & Painting Co., Inc. January 1992 - Present
New York Life Insurance Company November 1990 - December 1991
Education
Arizona State University 1986 — 1990
BS, Finance
Leonard Independent School District August 2006 - May 2014
New York Life Insurance Company August 2012 - March 2013
Aflac May 2012 - September 2012
Lone Star Learning Center February 2011 - May 2012
Skills
Insurance, Microsoft Office, Sales, Sales Management, Public Speaking, Microsoft Excel, Team Building, Financial Analysis, Management, Coaching, Marketing, Lesson Planning, Leadership, Training
Education
Ashford University 2013 — 2015
Bachelor of Arts (B.A.)
Collin County Community College 2008 — 2009
Texas Woman's University 1979 — 1981
Bryan County High School August 2015 - Present
New York Life Insurance Company February 2015 - May 2015
Walmart November 2014 - February 2015
Savannah-Chatham County Public School System August 1998 - July 2014
Savannah-Chatham County Public School System August 1998 - June 2014
Signature Flight Support January 1998 - August 1998
Savannah-Chatham Metro PD August 1997 - January 1998
Signature Flight Support June 1991 - August 1997
Skills
Teaching, Staff Development, Curriculum Development, Classroom, Training, Tutoring, Police, Research, Investigation, Private Investigations, Emergency Management, Lesson Planning, K-12, Classroom Management, Teacher Training, Public Speaking, Educational Leadership, Differentiated..., Secondary Education, RTI, Program Evaluation, Social Studies, Data Driven Instruction, Professional Learning..., Behavior Management, Special Education, Curriculum Mapping, Middle School, Administration, Fundraising, Smartboard, Curriculum Design, Mathematics Education, Educational Assessment, Educational Technology, Instructional Technology, Elementary Education, Technology Integration, Teacher Mentoring, Curriculum Assessment, Autism Spectrum..., PowerSchool, IEP, 21st Century Skills, Learning Disabilities, Reading Intervention, Promethean Board, Physical Education, Education Reform, ESL
Education
Armstrong State University 1992 — 1996
Bachelor of Science (B.S.), Criminal Justice and Corrections
Georgia Southern University
Master of Education (M.Ed.), Educational Leadership and Administration, General
NASDAQ September 2008 - Present
CERT 2008 - 2012
New York Life Insurance Company January 2007 - October 2008
Skills
Equity Trading, Series 7, Market Structure, Electronic Trading, Trading Systems, Equities, Bloomberg, Trading, Options, Financial Markets, Capital Markets, Securities, Equity Derivatives, Derivatives, Fixed Income, Low Latency, Bloomberg Terminal, Mutual Funds, Commodities, Prime Brokerage, Investments, Portfolio Management, Funding, Asset Management, Financial Modeling, Investor Relations, Investment Banking, Financial Analysis, Risk Management, Valuation, Order Management, Risk, IPO, Private Equity, Client Service, Financial Reporting, Corporate Finance, Banking, Excel, Insurance, Risk Mitigation, Venture Capital, Alternative Investments
Education
Ashford University 2012 — 2013
Master of Education (MEd), Educational/Instructional Technology/Special Education, 4.0
Ashford University 2009 — 2012
Bachelor of Arts (BA), Public/Applied History/Sociology
Fresno County Public Works & Planning September 2014 - Present
New York Life Insurance Company October 2012 - July 2014
City of Porterville, CA April 2010 - June 2012
City of Susanville, CA August 2002 - January 2010
City of Grand Junction, CO September 1995 - August 2002
City of Klamath Falls, Oregon September 1991 - September 1995
City of Phoenix, AZ July 1985 - September 1995
Skills
Economic Development, Local Government, Land Use Planning, Community Development, Zoning, Urban Planning, Land Use, Public Administration, Government, Redevelopment, Community Outreach, Public Policy, Budgets, Project Management, Proposal Writing, Training, Customer Service
Education
Arizona State University 1983 — 1985
Masters degree, Environmental Planning
University of Utah 1977 — 1982
Bachelors of Science, Urban Planning
American Farmers & Ranchers Mutual Insurance Company May 2015 - Present
American Farmers & Ranchers Mutual Insurance Company January 2015 - Present
Farmers Insurance Group of Companies February 2011 - January 2015
Royal Pools Inc. September 2005 - January 2011
New York Life Insurance Company November 2004 - April 2005
Skills
Sales, Contract Management, Public Speaking, Team Building, Leadership, Insurance, Customer Service, Training, Property, Claim, Claims Management, General Insurance, Microsoft Office, Microsoft Excel
Education
Mid-America Christian University 2012 — 2014
Bachelor of Arts (BA), Business Management and Ethics
Ashford University 2010 — 2012
Associate of Arts (AA), Business/Commerce, General
Trace Asset Recovery, LLC October 2012 - Present
Rogers Wealth Group May 2012 - February 2014
Solium Capital June 2010 - November 2011
Charles Schwab & Co February 2008 - June 2010
Kiewit Western May 2007 - February 2008
USAA Investment Management Company January 2007 - May 2007
Charles Schwab & Co June 2006 - January 2007
Desert Schools Federal Credit Union April 2006 - June 2006
New York Life Insurance Company May 2005 - February 2006
New York Life Insurance Company November 2003 - May 2005
Skills
Investments, Equities, Strategic Financial..., Asset Management, Analysis, Financial Analysis, Management, Options, Fixed Income, Trading, Data Analysis, Accounting, Financial Risk, Insurance, Stocks, Mutual Funds, Portfolio Management, Microsoft Excel, Financial Services, Banking, Relationship Management, Customer Service, Skip Tracing, QuickBooks, Payroll, Accounts Payable, Accounts Receivable, Fundraising, Planning Budgeting &..., CRM
Education
Arizona State University 2008 — 2009
Masters of Science, Financial Analysis
Arizona State University West 2008 — 2009
Masters of Science, Financial Analysis and Portfolio Management
Arizona State University 2004 — 2007
Bachelors of Science, Financial Management
Arizona State University West 2003 — 2007
Bachelors of Science, Global Business- Financial Management
Glendale Community College 2002 — 2004
Associate of Science, Business Management
Jim Walter Resources June 2011 - Present
Mark's Outdoor Sports September 2010 - June 2011
New York Life Insurance Company February 2010 - August 2010
Brasfield & Gorrie May 2004 - August 2004
Skills
Personal Finance, Quality Management, Microsoft Office, Leadership, Management
Education
Auburn University 2004 — 2009
Bachelor's degree, Science and Business Administration; Finance
New York Life Insurance Company April 2014 - Present
Citizens Bank October 2003 - February 2013
Skills
Protection..., Risk Management, 401k Rollovers, Annuity Sales, Education Funding..., IRA Rollovers, Lifetime Income..., Retirement Planning, Supplements to Employee..., Relationship Planning, Life Insurance, Public Speaking, Protection Planning /..., Wealth Transfer..., Management
Education
Northeastern University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Law Enforcement Administration
Auburn University 1987 — 1989
Accounting and Finance
Randolph High School 1984 — 1987
New York Life Insurance Company May 2012 - Present
Cantina Laredo October 2008 - April 2012
Skills
Restaurants, Bartending, Food Service, Food & Beverage, Wine, Restaurant Management, Event Planning, Customer Service, Food, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Menu Development, Microsoft Word
Education
Arizona State University 2006 — 2010
Bachelor's Degree, Political Science
New York Life Insurance Company September 2006 - Present
Bloomberg LP 2006 - 2006
Starwood Hotels & Resorts Worldwide, Inc. 2004 - 2006
Lightbridge November 1999 - March 2004
Oracle June 1997 - November 1999
Universal Studios August 1995 - June 1997
Skills
Oracle, High Availability, Oracle RAC, DR, Hadoop, Data Domain, Platform conversion, Oracle 11g, Oracle DataGuard, Linux Migration, Delphix, Virtualization, Data Warehousing, Databases, Enterprise Architecture, SDLC, Disaster Recovery, Red Hat Linux, IT Outsourcing, Oracle 12c, Oracle Goldengate, Business Analysis, Integration, SQL, IT Strategy, IT Management, Vendor Management
Education
Auburn University 1994 — 1995
Master of Business Administration (MBA), Finance/MIS, 4/0
Auburn University 1991 — 1994
Bachelor of Science (BS), Economics, 3.9
New York Life Insurance Company June 2008 - Present
Bubba's Q World Famous BBQ and Catering May 2006 - June 2008
Education
Ashland University 2004 — 2008
BSBA, Marketing and Finance
New York Life Insurance Company August 2013 - Present
Education
University of Rhode Island - College of Business Administration 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Arizona State University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
National Funding April 2015 - Present
Ashford University November 2011 - August 2015
ProfitFuel January 2011 - November 2011
Matrix Direct January 2006 - July 2008
Unitrin Direct June 2003 - December 2005
New York Life Insurance Company December 2001 - June 2003
GEICO December 1996 - December 2001
Skills
Insurance, Cold Calling, Sales Management, Customer Service, Call Center, Customer Relations, Word, Excel, Coaching, Microsoft Office, Account Management, Negotiation, PowerPoint, Outlook, Property & Casualty..., Public Speaking, General Insurance, Problem Solving, Online Marketing, Budgeting, Social Media, Marketing Strategy, SEO, Consultative Selling, Advertising, General Liability, Access, Retail, B2B, Analysis, Administration, Selling, Lead Generation, Photoshop, Umbrella, Time Management, Underwriting, Call Centers, Sales
Education
Ashford University 2012 — 2015
Business Information Systems
Bradley University 1991 — 1993
Computer information systems and accounting
JP Morgan Chase October 2008 - Present
American Advisory Group 2005 - 2006
New York Life Insurance Company 2001 - 2006
Education
Arizona State University
Allstate April 2014 - Present
New York Life Insurance Company August 2012 - January 2014
Northwestern Mutual December 2011 - June 2012
Skills
Sales, Long Term Care Insurance, Life Insurance, Disability Insurance, Retirement Planning, Long-term Care, Insurance, Fixed Annuities, Retirement, Team Building, Leadership, Customer Service
Education
Arizona State University 2007 — 2011
Bachelor of Science, Business Administration
Humana July 2012 - Present
New York Life Insurance Company September 2010 - February 2012
Education
Ashford
Masters, Public Administration
Ashford University
Bachelor of Business Administration (B.B.A.), Organizational Behaviour
New York Life Insurance Company February 2010 - Present
Totem Deli July 2002 - September 2009
Microsoft May 2000 - December 2001
American Express Co. 1985 - 1987
Education
Arizona State University 1983 — 1985
Master's degree, Industrial Engineering
경북대학교 / Kyungpook National University 1976 — 1980
Bachelor's degree, French Language and Literature
Kyungpook Girls' High School 1972 — 1975
New York Life Insurance Company ownerssmarketing llcMarch 2011 - March 2012
Skills
Small Business, Insurance, Entrepreneurship, New Business Development, Marketing Strategy, Strategic Planning, Coaching, Marketing, Commercial Insurance, Property & Casualty..., Term Life Insurance, Business Strategy, Team Building, Sales Management, Life Insurance, Social Media Marketing, Start-ups, Customer Service, Social Media, Health Insurance
Education
Ashford University 2010 — 2013
Business Administration, Management and Operations
Sanford-Brown Institute-New York
Medical Insurance Specialist/Medical Biller
New York Life Investment Management August 2013 - Present
New York Life Insurance Company September 2011 - July 2013
New York Life Investment Management September 2007 - August 2011
New York Life Investment Management February 2005 - August 2007
StrategicPoint Investment Advisors August 2004 - January 2005
Charles Schwab & Co.Inc April 2003 - August 2004
Fidelity Investments January 1997 - April 2003
Fidelity Investments January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
Skills
Certified Financial..., Chartered Mutual Fund..., Chartered Retirement..., Investment Policy..., Mutual Funds, Life & Health Insurance..., Personal Financial..., Investment Committee..., Retirement Planning, Investment Advisory, Series 63, Investments, Retirement, Portfolio Management, Strategic Financial..., Insurance, Alternative Investments, Investment Strategies, Pensions, Financial Advisory, Financial Planning
Education
College for Financial Planning 2001 — 2004
Master's degree, Personal Financial Planning, 3.87 GPA
Boston University 1995 — 1999
Certificate, Personal Financial Planning, Completion
Bentley College 1995 — 1998
Pension and Employee Benefits
Assumption College 1989 — 1993
Bachelor's Degree, Political Science
Marian High School 1984 — 1988
Fargo Public Schools 2007 - Present
Rule CPC Sexual Abuse Treatment 2007 - 2009
Sexual Abuse Treatment Program July 2006 - January 2007
Mesa Public Schools 2000 - 2006
Nowatzki Psychological Services, Inc. 1998 - 2006
Laveen School District 1994 - 1998
AZ Capital Representation Project February 1992 - August 1994
North Dakota State University 1987 - 1990
New York Life Insurance Company 1985 - 1987
New York Life Insurance Company 1981 - 1985
Skills
Dyslexia Consultant,..., Special Education, K-12, Classroom Management, Educational Technology, Grant Writing, Applied Behavior...
Education
Arizona State University 1992 — 1995
School Psychology
Minnesota State University, Moorhead
M.S., School Psychology
NDSU
Bachelor of Science (BS), Psychology & Sociology
University of Arizona
M.S., Education/Teaching of Individuals with Vision Impairments Including Blindness
University of San Diego
Graduate Course in Dyslexia Screening & Assessments
New Hope Missionary Baptist Church October 2010 - July 2013
Walmart November 2011 - April 2012
Greenville First Steps May 2010 - December 2010
New York Life Insurance Company December 2001 - July 2008
Skills
Preaching, Nonprofits, Community Outreach, Biblical Studies, Youth Ministry, Theology
Education
Ashford University
New York Life Insurance Company February 2013 - Present
Education
Athens State University
Bachelor of Science (BS), Business/HR
New York Life Insurance Company September 2009 - Present
Ruttenberg Capital Mgmt January 2001 - February 2009
CBOT January 1981 - January 2001
Education
Arizona State University 1974 — 1978
Bachelor's degree, Business/Corporate Communications
New York Life Insurance Company January 2000 - Present
CTM Trading Corp. June 1982 - 1999
Skills
Underwriting, Customer Service, Microsoft Office, Strategic Planning, Retirement Planning, Microsoft Excel, Team Building, Management, Fixed Annuities, Sales, Life Insurance, Leadership
Education
Ateneo de Manila University 1972 — 1975
Master of Business Administration (MBA), Finance and Financial Management Services
Ateneo de Manila University
Master of Business Administration (MBA), Finance and Financial Management Services
Far Eastern University
Bachelor of Science (BSc), Accounting and Finance, With Honors
Southern Oaks Plantation July 2010 - Present
Joe Ray Bonding February 2006 - November 2008
New York Life Insurance Company March 1974 - September 2005
Education
Athens Technical College 2009 — 2010
Patient Care Assisting
Cantina Laredo January 2013 - April 2013
New York Life Insurance Company May 2012 - December 2012
Cantina Laredo October 2008 - June 2012
Skills
Call Centers, Leadership, Customer Service, Marketing, Sales
Education
Arizona State University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
New York Life Insurance Company May 2014 - Present
Education
Armstrong University 1986 — 1988
Master of Business Administration (MBA), Marketing
D J Science College Karachi. 1983 — 1985
Bachelor of Science (BSc), Microbiology, General
US Tech Solutions September 2014 - Present
New York Life Insurance Company September 2014 - Present
Skills
Customer Service, Microsoft Office, Claim, Teamwork, Microsoft Excel, Outlook, Insurance
Education
ASA Institute of Business and Computer Technology 2011 — 2013
Associate's degree, Health Care Office Office Administration