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
Commonwealth of Atlanta, LLC November 2014 - Present
AVMA Group Life and Health Insurance Trust August 2014 - Present
Senior Services of North Fulton July 2014 - Present
NAIFA North Metro Atlanta July 2014 - Present
National Financial Services Group January 2014 - October 2014
Islands Consulting January 2013 - December 2013
New York Life Insurance Company June 2003 - December 2012
Jackson National Life September 2001 - November 2002
Deutsche Asset Management April 1998 - May 2001
John Alden Life Insurance Company October 1993 - April 1997
Skills
Series 24, Investment Advisory, Retirement Income..., Executive Benefits, Succession Planning, Closely Held..., Retirement Planning, Securities, Key Person Insurance, New Business Development, Life Insurance, Insurance, Term Life Insurance, Long Term Care Insurance, Long-term Care, Health Insurance, Fixed Annuities, Employee Benefits, Permanent Life Insurance, Demographics, Equity Indexed Annuities, Individual Pension Plans
Education
The American College 2013 — 2016
currently matriculated with the college to further my financial education
Salisbury University - Perdue School of Business 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Hayden Financial & Insurance Solutions 1987 - Present
The Nautilus Group June 2003 - Present
Eagle Strategies, LLC 2003 - Present
New York Life Insurance Company May 1998 - Present
New York Life Securities LLC 1987 - Present
Skills
Estate Planning, Retirement Planning, Business Succession, Long-term Care, Customer Service, Retirement, Investments, Insurance, Strategic Planning, Small Business, 401(k) Rollovers, Long Term Care Insurance, Asset Protection, Key Person Protection, Life Insurance..., Legacy Planning, Business Exit Strategy, Business Insurance..., Buy-Sell Agreements, Business Succession..., Multi-Generational..., Wealth Preservation..., Wealth Transfer...
Education
Leadership San Ramon Valley
Graduate
St. Mary's College of California 1983 — 1985
Masters of Business Administration
Baldwin-Wallace College
Baschelor of Arts, Finance
The American College
Chartered Financial Consultant, ChFC
The American College
Chartered Life Underwriter, CLU
Salve Regina University September 2012 - Present
Musician / Artist September 2000 - Present
New York Life Insurance Company October 2009 - March 2010
Retail August 2009 - September 2009
Computershare Investor Services August 2009 - September 2009
Federal Government June 2004 - February 2008
Federal Government June 2004 - February 2008
St. Williams Parish Community April 2001 - May 2004
United States Post Office June 2001 - September 2001
Filene's Department Store May 2000 - December 2000
Skills
Interviews, Human Resources, Training, Public Speaking, Customer Service, Marketing, Insurance, Benefits Administration, Microsoft Office, Sales, Staff Development, Personnel Management, Medicare, Health Insurance, Security, Claim, Disability Insurance, Government, Policy, Policy Analysis, Public Policy, Psychology
Education
Salve Regina University 1999 — 2003
B.A, Psychology; Minor in English
West Warwick High School 1995 — 1999
Diploma-VALEDICTORIAN, Sciences and English
Autobahn Motors Mercedes-Benz September 2015 - Present
Lifecessories March 2011 - Present
Senior Life Insurance Company, Headquarters in Thomasville, GA March 2015 - September 2015
Bed Bath & Beyond April 2015 - August 2015
New York Life Insurance Company May 2012 - June 2013
State Farm Insurance August 2010 - December 2011
Arola & Associates Insurance Agency January 2008 - August 2008
State Farm Insurance May 2002 - November 2005
Skills
Customer Service, Health Insurance, Life Insurance, Small Business, E-commerce, Marketing, Sales, Sales Operations, Team Building, New Business Development, Sales Management, Retail, Leadership, Social Networking, Social Media Marketing, Entrepreneurship, Direct Sales, Business Planning
Education
University of Phoenix 2007 — 2010
MBA/MKT, Business Marketing
Saint Mary's College of California 1993 — 1997
BA, Business Management
Smarter Retirement Benefits, LLC October 2004 - Present
Innovative Financial Group February 1989 - January 1999
New York Life Insurance Company February 1986 - January 1989
Skills
Life Insurance, Long-term Care, Strategic Planning, Marketing, Medicare, Fixed Annuities, New Business Development, Insurance, Disability Insurance, Analysis, Sales Management, Health Insurance, Retirement, Customer Service, Public Speaking, Brokers, Term Life Insurance, Employee Benefits, Whole Life, Estate Planning, IRAs, Universal Life, Long Term Care Insurance, Underwriting, Small Business, Strategic Financial..., Critical Illness, Insurance Brokerage, Retirement Planning, Health Savings Accounts, Wealth Accumulation, Financial Planners, Financial Services, Wealth, Finance, 401k, Financial Planning
Education
University of Utah 1981 — 1985
Bachelor's degree, Business/Economics
Salt Lake Community College 1975 — 1976
Associate's degree, Accounting and Business/Management
New York Life Insurance Company August 2015 - Present
First Financial Group, LLC June 2014 - August 2014
Kilbrides Yacht Services May 2012 - August 2012
Kilbrides Yacht Services May 2011 - August 2011
Kilbrides Yacht Services May 2010 - August 2010
Kilbrides Yacht Services May 2009 - August 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, English, Teamwork
Education
Saint Joseph's University 2011 — 2015
Major: International Relations. Minor: Business & History
Devon Preparatory School 2007 — 2011
Burns and Wilcox July 2014 - May 2015
New York Life Insurance Company December 2013 - July 2014
TriNet October 2013 - November 2013
Clear Capital November 2006 - September 2013
Wells Fargo Bank November 2004 - March 2006
Skills
Appraisals, Valuation, Mortgage Lending, Cyber Liability, Tech E&O, Equities, Loans, Insurance, Accounting, Microsoft Excel, Risk Management, Financial Modeling, Commercial Insurance, Portfolio Management, Due Diligence, Finance, Investment Banking, Underwriting, Real Estate Economics, Leadership, Sales, Investments, Asset Management, Capital Markets, Management
Education
Saint Mary's College of California 1999 — 2003
BA, History/English
OMEGA Engineering February 2015 - Present
American Income Life Insurance Company September 2014 - January 2015
New York Life Insurance Company July 2013 - September 2014
Covidien September 2011 - July 2012
Covidien May 2005 - September 2011
Fairfield YMCA November 2001 - May 2005
Skills
Account Management, Analysis, Direct Sales, Customer Satisfaction, Problem Solving, 401k Rollovers, IRAs, Leadership, Sales, Customer Service, Relationship Management, Customer Insight, Product Launch, Team Building, Medical Devices, Forecasting, Management, Cross-functional Team..., Lifetime Income..., Legacy Planning, Business Succession..., Multi-generational..., Creative Problem Solving, Purchase Orders, Internal Audit, Invoice Processing, Compensation Planning, Financial Analysis, Financial Reporting
Education
Salem International University 2008 — 2009
MBA, International Business, 39.1 (Magna cum Laude)
University of Bridgeport 1995 — 1998
Bachelor of Arts (BA), Arts, Humanities & Social Science
C.H. Robinson January 2014 - Present
College of Saint Benedict August 2010 - December 2013
New York Life Insurance Company May 2012 - August 2012
Saint John’s University August 2010 - May 2012
Lake City Pool June 2007 - August 2011
Red Wing Ice Company June 2006 - September 2010
Skills
Data Analysis, Microsoft Word, Microsoft Excel, Research, Social Media, Public Speaking, Microsoft Office, Customer Service, Teaching, PowerPoint, Time Management, Marketing, Social Networking, Leadership, Critical Thinking, Facebook, Event Planning, Teamwork, Fundraising, Team Leadership, Spanish
Education
St. John's University 2010 — 2013
Bachelor of Arts (BA), Business Administration and Management, General
University of Utah Hospitals and Clinics October 2014 - Present
LANDesk Software August 2013 - October 2014
Sunnybrook Park HOA July 2007 - December 2013
University of Phoenix October 2008 - August 2013
O'Currance Teleservices, Inc. March 2008 - September 2008
Encore Payment Systems October 2007 - March 2008
New York Life Insurance Company May 2007 - October 2007
All You Can Talk March 2005 - June 2007
Circuit City April 2004 - September 2006
Skills
Customer Service, Sales, Microsoft Office, Coaching, Student Financial Aid, Team Leadership, Leadership Development, Budgets, Sales Management, Strategic Planning, Outlook, PowerPoint, Analysis, Microsoft Excel, Microsoft Word, Retail, Accounting, Advisory, Staff Training, Planograms, Budgeting, Budget Analysis, Customer Relations, Documentation, Data Management, Excel, Event Management, Fundraising, Financial Analysis, Financial Planning, Hiring, Hosting, Insurance, Innovation, Internet, Inventory Management, Problem Solving, Word, Finance, Accounts Receivable, SAP, Salesforce.com, Bookkeeping, Management, Team Building, Networking, Employee Training, Leading Meetings
Education
University of Phoenix 2013 — 2016
Master of Business Administration (MBA), Accounting
University of Phoenix 2009 — 2012
BSB/ACC, Business Accounting, 3.01
Salt Lake Community College 2002 — 2007
Generals
Oracle December 2014 - Present
New York Life Insurance Company February 2013 - December 2014
Skills
Business Development, Customer Service, Project Management, Microsoft Excel, Employee Benefits, Negotiation, Social Networking, Sales, Leadership, Financial Analysis, Budgets, Accounting, Analysis, Social Media, Public Speaking, Event Planning, Microsoft Office, PowerPoint, Consulting
Education
Saint Mary's College of California 2014 — 2016
Master of Business Administration (MBA)
Santa Clara University 2006 — 2010
Bachelor's degree, Finance
Notre Dame High School 2002 — 2006
New York Life Insurance Company April 2014 - Present
JMC, Inc. June 2012 - March 2014
The Railhouse Grill April 2011 - March 2014
The Jewel Golf Club August 2006 - August 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Committed to..., Entrepreneurship, Teamwork, Time Management, Sales, Adaptability, Business, Business Analysis, Social Networking, Critical Thinking, Leadership
Education
St. John's University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, Class of 2012
Lake City High School 2004 — 2008
New York Life Insurance Company October 2014 - Present
Marine Corps Recruiting June 1994 - June 2014
Skills
Leadership, Military, Strategic Planning, Human Resources, Operations Management, Project Management, Customer Service, Government, Team Building, Risk Management, Team Leadership, Active Top Secret..., Security Management, Team-oriented, Recruiting, DoD, Management, Business Insurance..., Buy-sell Agreements, Customer Satisfaction, 401(k) Rollovers, Retirement Planning, Term Life Insurance, Permanent Life Insurance, Business Succession..., Supplements to Employee...
Education
Saint Leo University 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.75
Saint Leo University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.95
NYLIFE Securities LLC October 2013 - Present
New York Life Insurance Company February 2013 - Present
. July 1999 - June 2013
Jordan School District August 1999 - May 2002
Skills
Insurance, Retirement Planning, Customer Service, Life Insurance, Entrepreneurship, Investments, Time Management, 401k Rollovers, Annuity Sales, Asset Protection, Protection..., Financial Services, Licensed Life Insurance...
Education
. 2013 — 2013
Series 6, Series 63, Securities
. 2013 — 2013
Life, Health, Disability Insurance
University of Utah 2000 — 2003
Bachelor's degree, Speech Communication- Interpersonal
. 1999 — 2003
Board Certification in Hearing Instrument Sciences, Hearing Instrument Specialist
Salt Lake Community College 1999 — 2000
Associate's degree, Science
Cottonwood High School 1993 — 1996
Linksoul June 2012 - Present
Saint Mary's College of California September 2008 - May 2012
New York Life Insurance Company May 2011 - September 2011
24 Hour Fitness May 2010 - November 2010
New Castle Golf Course May 2009 - September 2009
New York LIfe Insurance Company May 2006 - September 2007
Abercrombie & Fitch May 2006 - September 2006
Skills
HTML Coding, Excel Services, Photoshop, Fireworks, Microsoft Office, Facebook, HTML, Photoshop, Adobe Fireworks, Customer Service, Microsoft Excel, Social Media Marketing, Social Media, PowerPoint, Retail, Training
Education
Saint Mary's College of California 2008 — 2012
Business Administration, Marketing
Saint Louis University September 2012 - Present
New York Life Insurance Company June 2012 - Present
Foo's Fabulous Frozen Custard October 2009 - April 2011
Skills
Microsoft Excel, PowerPoint, Research, Statistics, Microsoft Office, Microsoft Word, Public Speaking, Access, Spanish, Analysis, Social Media, Photography, Teamwork
Education
Saint Louis University 2011 — 2015
Bachelor of Business Administration (BBA), Economics
Saint Louis University-Madrid 2014 — 2014
Study abroad
Xavier University 2011 — 2012
Small Business Growth Alliance July 2013 - Present
American Express OPEN December 2011 - June 2013
Canon Solutions America June 2010 - December 2011
Staples August 2007 - June 2009
New York Life Insurance Company September 2002 - July 2007
Depository Trust and Clearing Corp November 1988 - February 2002
Skills
Account Management, Direct Sales, Territory Planning, Acquisition of new..., New Business Development, Business Development, Sales Operations, Sales Presentations, Change Management, Business Process..., Relationship Management, SaaS, Sales Process, Leadership, Negotiation, Forecasting, Process Improvement, Strategic Planning, Vendor Management, Management, Team Building, Training, Team Leadership, Selling, Business Analysis, Contract Negotiation, Lead Generation, B2B, Strategy, Mergers & Acquisitions, Customer Retention, Building Relationships, Cold Calling, Key Account Management, Sales Management, Financial Services, Cross-functional Team..., Business Intelligence, Sales, Management Consulting, Customer Service, Business Strategy, Marketing, Salesforce.com, Pricing, CRM, Solution Selling, Competitive Analysis, Finance, Strategic Partnerships
Education
Saint John's University
B.A, Economics and Finance
St. John's University, Queens, NY
Bachelor of Arts, Economics and Finance
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company July 2012 - April 2014
New York Life Insurance Company March 2011 - July 2012
New York Life Insurance Company January 2010 - March 2011
Skills
Project Management, Business Analysis, Quality Assurance, Life Insurance, Variable Annuities, Customer Service, PowerPoint, Microsoft Excel, Visio, MS Project, Microsoft Word, Project Estimation, Business Strategy, Insurance, Series 63, Series 7, Risk Management, Strategic Planning
Education
St. Peter's College 2006 — 2010
Master of Business Administration (MBA), Finance, General
St. Peter's College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Wells Fargo February 2015 - Present
MassMutual Greater Richmond May 2014 - March 2015
New York Life Insurance Company October 2012 - March 2014
Prince William County Schools September 2004 - August 2012
Talbot County Public Schools August 2003 - August 2004
Chesapeake Utilities May 2000 - April 2001
Wicomico County Board of Education September 1999 - May 2000
Corporate Express Call Center Services October 1996 - September 1999
Skills
Microsoft Word, Microsoft PowerPoint, Outlook, Collaborative Problem..., Team-oriented, Dependable Team Player, Analytical Skills, Critical Thinking, Hands-on Training, Collaborative Planning..., Personal Development, Friendly Personality, Integrity, Creative Problem Solving, Quick Study, Close Attention to..., Interpersonal Leadership, Goal Oriented, Highly Reliable, Flexible Learning Styles, Public Speaking, Curriculum Development, Assessment Development, Staff Development, Tutoring, Classroom, Retirement Planning, Life Insurance, English grammar, Teaching Adults, Lesson Planning, Higher Education, PowerPoint, Sales, Customer Service, Team Building
Education
Salisbury University 2002 — 2003
Master of Arts (M.A.), Teaching
Salisbury University 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Sperry Van Ness Founders Group April 2013 - Present
Commercial Interior Solutions October 2012 - March 2013
New York Life Insurance Company October 2009 - October 2012
New York Life Insurance Company October 2009 - October 2012
Skills
Small Business, Project Management, Sales, Marketing, Investment Properties, Real Estate, Customer Service, Property Management, Social Networking, Marketing Strategy, Real Estate Development, Commercial Real Estate, Microsoft Office, Contract Negotiation, Selling, Accounting, Retail
Education
St. Peter's College
Ancillare September 2015 - Present
Ancillare May 2014 - September 2015
Saint Joseph's University December 2013 - May 2014
Platinum Finance Company June 2011 - May 2014
New York Life Insurance Company May 2012 - December 2012
Tri-Arc Financial Services June 2008 - June 2011
Skills
Finance, Leadership, Microsoft Excel, Marketing, Financial Reporting, Financial Analysis, Microsoft Word, Proposal Writing, Teamwork, Team Leadership, Team-oriented, Business Intelligence, Data Analysis, PowerPoint, Dependable Team Player, Financial Services, Social Media, Public Speaking, Microsoft Office, Customer Service, Cross-functional Team...
Education
Saint Joseph's University 2013 — 2015
Master of Business Administration (M.B.A.), Business Intelligence and Finance
Saint Joseph's University 2009 — 2013
Bachelor of Science (B.S.), Finance, General and Marketing
Saint Joseph's Preparatory School 2005 — 2009
New York Life Insurance Company January 2011 - Present
Skills
Personal Development, Workshop Facilitation, Training Delivery, Team Building, Career Development, Coaching, Organizational..., Succession Planning, Leadership Development, Organizational..., Performance Management, Talent Management, Employee Engagement, Executive Coaching, Onboarding, Culture Change, Employee Training, Human Resources, Training, Leadership, HR Consulting, MBTI
Education
Teachers College of Columbia University 2008 — 2010
Master of Education (M.Ed.)/Master of Arts, Psychological Counseling
iCoachNY - Baruch College, Zicklin School of Business
Certified Professional Coach, Coaching
St. John's University 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Florida Department of Veterans' Affairs June 2014 - Present
New York Life Insurance Company January 2009 - June 2014
AT&T January 1998 - May 2005
Education
Saint Leo University 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company April 2012 - Present
Team Jamaica Bickle 2007 - Present
Caribbean Festival 2005 - Present
Bank of America January 1994 - July 2011
Skills
Retirement, Small Business, Credit, Banking, Risk Management, Employee Benefits, Financial Services, Management, Key Person Insurance, 401(k) Rollovers, Customer Relations, New Business Development, Annuity Sales, Lifetime Income..., Account Management, Customer Satisfaction, Supplements to Employee..., Whole Life Insurance, IRA Rollovers, Customer Retention, Term Life Insurance, Workshop Facilitation, Succession Planning, Team Motivator, Licensed in Long-Term...
Education
Holy Childhood High School, Kingston Jamaica
General Studies
St. Joseph's University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company 2008 - Present
Healthcare Management Partners, LLC 2000 - 2007
Skills
401k Rollovers, Annuity Sales, Licensed Life Insurance..., Retirement Planning
Education
Saint Joseph's University
Bachelor of Science (BS), Accounting
MacDonald-Bedford LLC November 2014 - Present
New York Life Insurance Company December 2012 - August 2014
Morgan Stanley 2005 - 2011
Morgan Stanley 2000 - 2005
Morgan Stanley 1997 - 2000
Morgan Stanley 1991 - 1997
Skills
Series 7, Equities, Fixed Income, Capital Markets, Bloomberg, Series 63, Trading, Electronic Trading, Derivatives, Asset Managment, Alternative Investments, Securities, Financial Markets, Investments, Mutual Funds, Options, Structured Products, Wealth Management, FINRA, Bloomberg Terminal
Education
St. Peter's College 1989 — 1996
BS, Business; Finance
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company July 1998 - August 2014
New York Life Insurance Company January 1995 - June 1998
New York Life Insurance Company November 1992 - December 1995
New York Life Insurance Company July 1986 - November 1992
Skills
Recruiting, Fixed Annuities, Business Planning, Retirement Planning, Leadership, Insurance, Training, Financial Services, Analysis, Sales, Management, Life Insurance, 401k, Long-term Care, Securities, Strategic Financial..., Retirement, Finance, Mutual Funds, Risk Management, Estate Planning, Employee Benefits, Coaching, Series 63, Disability Insurance, Investments, Financial Analysis, Series 6, Wealth Management
Education
Saint Mary's College of California 1979 — 1983
Bachelor of Science, Business
Lacoste September 2011 - Present
New York Life Insurance Company May 2011 - November 2011
Tricorp Amusements May 2005 - January 2011
Town of Mansfield, MA June 2007 - September 2010
Skills
Microsoft Excel, Marketing, Time Management, PowerPoint, Access, Visio, Customer Service, Budgets, Management
Education
Saint Anselm College 2007 — 2011
BA, Business; Finance & Economics
Deutsche Bank June 2014 - Present
Deutsche Bank November 2011 - June 2014
ICAP August 2010 - November 2011
Sword December 2009 - August 2010
NACIREMA GROUP August 2007 - September 2009
New York Life Insurance Company September 2004 - June 2007
Skills
Fixed Income, Sarbanes-Oxley Act, Finance, QuickBooks, Bloomberg, Hedge Funds, Auditing, Microsoft Office, Accounting, Financial Modeling, Financial Reporting, Financial Analysis, Due Diligence, Strategic Financial..., Corporate Finance, Equities, Internal Controls, Microsoft Excel, Financial Services
Education
Saint Peter's University 2007 — 2009
MBA, FINANCE
Saint Peter's University 2007 — 2009
MS, ACCOUNTANCY
NewDay USA June 2014 - Present
NewDay USA May 2013 - Present
Power Home Remodeling Group November 2012 - April 2013
New York Life Insurance Company July 2012 - January 2013
The Salisbury School January 2012 - July 2012
Vector Marketing January 2010 - March 2011
Vector Marketing June 2009 - March 2011
Skills
Public Speaking, Sales Management, Inside Sales, B2B Marketing, B2C marketing, Business Management, Business Planning, Due Diligence, Recruiting, Management, Training, B2C Marketing, Sales, Customer Service, Leadership
Education
Salisbury University 2008 — 2012
Bachelor of Arts in History, Sales, Marketing, Politcal Science, 2012
Archbishop Spalding High School 2004 — 2008
Bachelor's degree
Vanguard July 2015 - Present
Vanguard March 2014 - Present
Vanguard October 2012 - March 2014
Vanguard July 2011 - October 2012
Saint Joseph's University September 2010 - July 2011
Philadelphia Court of Common Pleas May 2010 - August 2010
Barilotti Wealth Strategies January 2008 - August 2009
New York Life Insurance Company October 2006 - December 2007
Skills
Financial Analysis, Investments, Finance, Financial Services, Microsoft Excel, Mutual Funds, Data Analysis, Analysis, Insurance, Leadership, Research, Strategy
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2011
MBA
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor of Science, Finance
Urban Outfitters June 2015 - Present
A.C. Moore July 2013 - June 2015
QVC January 2013 - May 2013
New York Life Insurance Company June 2012 - January 2013
Paula Hian Designs May 2011 - August 2011
Skills
Marketing, Leadership, Fashion Marketing, Social Media Marketing, Social Networking, Customer Service, Facebook, Advertising, Proficient in the use..., Sales, Merchandising, Retail, Marketing Communications, PowerPoint, Press Releases, Public Relations, Copywriting
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (B.S.), Major: Marketing, Minor: Italian
KPMG April 2015 - Present
JPMorgan Chase June 2014 - April 2015
JPMorgan Chase February 2013 - April 2014
Saint Joseph's University November 2010 - April 2014
Saint Joseph's University November 2011 - February 2013
New York Life Insurance Company October 2010 - January 2011
Kicks and Sticks June 2006 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Research, Analysis, Event Planning, Management, Budgets, Customer Service, Fundraising, Risk Management, Team Management, Leadership Development, Outlook, Teaching, Cascade Server
Education
Saint Joseph's University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Risk Management and Insurance. Minor in Fine Arts
Saint Joseph's University 2010 — 2014
Bachelor of Science, Finance; Business Administration
Seton Hall Preparatory School 2006 — 2010
Cofactor (Shoplocal + PointRoll) February 2011 - Present
New York Life Insurance Company December 2009 - February 2011
Skills
Internet Technologies, Manage Multiple..., PC/Mac Efficiency, Time Management, Training, Marketing, Online Advertising, Account Management, Advertising, Financial Modeling, Social Media, Fundraising, Project Management, PowerPoint, Investments, Analysis, Microsoft Excel, Facebook, Public Speaking, Public Relations, Microsoft Office, Customer Service, Digital Media, Digital Marketing
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Master of Business Administration (M.B.A.), Management
Ursinus College 2003 — 2007
Bachelor of the Arts, Media and Communications Studies, Business
Greenberg, Wexler & Eig, LLC January 2011 - Present
The Holleman Companies December 2003 - December 2010
New York Life Insurance Company October 2001 - December 2003
Education
St. Joseph's University 1999 — 2003
Georgetown Preparatory School 1995 — 1999
High School
Capital Strategies, LLC. December 2012 - Present
New York Life Insurance Company July 2001 - December 2012
MetLife Financial Services September 1982 - July 2001
Skills
Estate Planning, Retirement Planning, 401k Rollovers, IRAs, Life Insurance, Mortgage Protection, Coaching, Training, Financial Recruiting, Insurance, Roth IRA, Finance, Strategic Financial..., 401k, Long Term Care Insurance, Financial Services, Retirement, Leadership, Management, Fixed Annuities, Business Planning, Mortgage Marketing, Term Life Insurance, Wealth Management, Sales, Disability Insurance, Universal Life, Series 63, Mutual Funds, Long-term Care, Buy-sell Agreements, Start-ups, Series 7, Small Business, Investments, Series 6, Financial Planners, Wealth Accumulation, Variable Annuities, Financial Advisory, Securities, Whole Life
Education
Member of the Million Dlloar Round Table 2013 — 2014
National Association of Estate Planning Council 2013 — 2013
Accredited Estate Planner Designation, Estate Planning
The American College 2010 — 2013
Chartered Life Underwriter, Financial Services
The American College 2000 — 2002
Master of Science in Financial Services, Financial Planning and Services
The American College 2000 — 2002
Accredited Estate Planner Designation, Estate Planning
The American College 1982 — 1984
Life Underwriters Training Council Fellowship, Financial Services
Salve Regina University 1978 — 1982
Bachelor of Science (BS), Criminal Justice and Corrections
Bishop Hendricken High School 1976 — 1980
High School Diploma, College/University Preparatory
HBO March 2012 - Present
Audrey Golden Associates October 2010 - March 2012
New York Life Insurance Company July 2007 - June 2010
JPMorgan Chase June 1999 - July 2007
Skills
Business Continuity, Business Analysis, Risk Management, Disaster Recovery, Crisis Management, Customer Relations, Customer Service, Financial Risk, Project Management, Strategic Planning, Leadership, Training, Business Continuity..., Vendor Management, Management, Process Improvement, Policy, Analysis, Risk Assessment, Recruiting
Education
Avtech Institute of Technology 2011 — 2011
Project Management
Saint Peter's University 2004 — 2007
BA, Business Management
SMG Corp., Wildwoods Convention Center October 2012 - Present
Dover Motorsports Inc September 2011 - May 2012
Neumann University September 2010 - December 2010
Philadelphia Union May 2010 - September 2010
New York Life Insurance Company October 2007 - January 2009
Roster Financial July 2005 - July 2007
Skills
Marketing Strategy, Promotions, Marketing, Sponsorship, Event Planning, Sales
Education
Neumann University 2009 — 2010
Masters, Sports Management
Salisbury University 2000 — 2004
Bachelors, Sociolgy and Communications
Grahall Partners, LLC March 2006 - Present
ICMA Retirement Corporation May 2004 - March 2006
New York Life Insurance Company February 2001 - April 2004
The SPARK Institute 1998 - 2003
Boston Financial Data Services May 1994 - January 2001
Putnam Investments December 1991 - May 1994
Fidelity Investments December 1986 - December 1991
Emery Worldwide 1984 - 1986
Xerox Corporation June 1973 - July 1984
MeadWestvaco January 1972 - June 1973
Skills
Executive Search, Organizational..., Change Management, Sales, Training Delivery, Executive Management, Business Intelligence, Team Leadership, Consulting, Management, Start-ups, Contract Negotiation, Business Strategy, Banking, Marketing, Finance, Performance Improvement, Integration, Corporate Governance, Mergers, Strategic Consulting, Staff Development, Insurance, Strategy, Personal Development, Due Diligence, Employee Training, Strategic Planning, HRIS, Talent Management, Operational Excellence, Employment Law, Investment Management, Account Management, Operations Management, Management Development, Organizational..., Business Analysis, Retirement Planning, Outsourcing, Financial Modeling, Recruiting, Manufacturing, Employee Engagement, Restructuring, Workshop Facilitation, Mentoring, Sourcing, Interviews, Onboarding
Education
University at Albany, SUNY 1967 — 1968
M.S., Personnel Administration
State University of New York College at Geneseo 1964 — 1967
BS, History
Saint Bonaventure University 1963 — 1964
N/A, History
JPMorgan Chase October 2012 - Present
Diamond State Financial Group 2009 - October 2012
Securian Financial Group 2009 - October 2012
New York Life Insurance Company 2009 - 2009
Bank of America 2007 - 2009
Education
Salisbury University 2004 — 2007
Communications / Marketing
Brandywine 1999 — 2003
New York Life Insurance Company December 2012 - Present
ADP January 2010 - December 2012
ADP May 1994 - January 2010
PepsiCo 1994 - 1994
Sealand 1990 - 1994
MTA 1987 - 1990
EF Hutton 1984 - 1987
Skills
Data Center, Cisco Technologies, Integration, Network Architecture, Network Security, Process Improvement, Data Migration, Security, Strategy, Cloud Computing, Network Design, Technical Support, Web Hosting, SaaS, Network Administration, Firewalls, DNS, Disaster Recovery, Vendor Management, DHCP, System Deployment, Team Building, Project Planning, SDLC, Management, Networking, SharePoint, Leadership, Outsourcing, Virtualization, Information Security, Salesforce.com, Active Directory, Enterprise Software, IT Management, IP, Infrastructure, Servers, WAN, Visio, ITIL, System Administration, IT Service Management, Windows Server, Information Technology, Network Engineering, Enterprise Architecture, IT Strategy, IT Operations
Education
Saint Peter's University 1980 — 1984
BS, Computer Science
St. Josephs of Palisades 1976 — 1980
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company January 2015 - Present
ICMA-RC 2006 - 2014
Morgan Stanley 2004 - 2005
American Express Financial Advisors 2003 - 2004
Skills
Investments, Life insurance..., Retirement Planning, Income Protection, Financial Services, Asset Protection, Business Planning, Retirement Income..., Education funding..., Employee Benefits
Education
Salisbury University 2000 — 2003
Bachelor of Arts (B.A.), Communication, General
Salisbury University 1998 — 2003
Bachelor of Arts (B.A.)
Pep Boys August 2015 - Present
Pep Boys December 2013 - August 2015
New York Life Insurance Company February 2013 - November 2013
Talluto's Authentic Italian Food, Inc. July 2011 - February 2013
Saint Joseph's University September 2008 - May 2011
Wells Fargo Home Mortgage July 2010 - August 2010
BJ's Wholesale Club May 2007 - August 2009
Saladworks, LLC April 2006 - May 2007
Skills
Leadership, Analysis, Customer Service, Strategic Planning, Inventory Management, Inventory Control, Inventory Analysis, Demand Forecasting, Analytics, Data Analysis, Forecasting, Marketing, Microsoft Excel, PowerPoint, Sales, Microsoft Word
Education
Saint Joseph's University - Erivan K. Haub School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Data Intelligence
Saint Joseph's University 2007 — 2011
Bachelor of Business Administration, Food Marketing, Business Intelligence, German Studies
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Food Marketing
Kalejta Financial Management December 2013 - Present
New York Life Insurance Company September 2012 - January 2013
Affinity Wealth Management, Inc. 2013 - 2013
Acting For Young People and Adults 2008 - 2012
Giant Food January 2005 - January 2006
Skills
Insurance, Microsoft Word, Microsoft Excel, Marketing, Teamwork, Financial Services, Public Speaking, Retirement Planning, Series 7, Series 63, PowerPoint, Morningstar Office, Value Line, Schwab Alliance...
Education
Haub School of Business 2008 — 2012
Finance; Financial Planning
St. Joseph's University 2008 — 2012
Bachelor of Science (BS), Finance
Maffei Insurance & Financial July 2005 - Present
Allstate December 1998 - February 2005
New York Life Insurance Company October 1988 - December 1998
Skills
Commercial Insurance, Umbrella Insurance, Life Insurance, Health Insurance, Term Life Insurance, Customer Service, General Insurance, Workers Compensation, Liability, Underwriting, Property & Casualty..., Financial Structuring, Fixed Annuities, Disability Insurance, Homeowners, Universal Life, Insurance, Renters, Casualty Insurance, Casualty, Sales
Education
Saint Mary's College of California 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
St. Mary's College of California 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Humana August 2014 - Present
New York Life Insurance Company 2013 - August 2014
Kforce April 2013 - June 2013
Total Quality Logistics September 2012 - April 2013
Tau Kappa Epsilon Fraternity 2004 - 2013
Aeropostale June 2012 - September 2012
The Buckle November 2011 - June 2012
APAC Customer Services January 2011 - October 2011
Motoralex, S.A. March 2009 - December 2010
Saint Leo University October 2004 - April 2008
Skills
Access, Word, Excel, Outlook, HTML, Retail, Sales Management, Team Leadership, Store21 POS, Supply Chain, 3PL, Logistic Support, Sales, Freight Brokerage, Microsoft Word, Microsoft Excel, Time Management, Customer Service, Business Development, Cold Calling, Call Centers, Customer Satisfaction, Spanish, Inventory Management, Team Building, Lead Generation, Social Networking, Microsoft Office, Account Management, Telephone Skills, Recruiting, Teamwork, Networking, Operations Management, Logistics, Leadership, Strategy, Forecasting
Education
CMS 2000 — 2004
Saint Leo University 2004 — 2008
Bachelor of Science (BS), Computer Information Systems
Saint Leo University 2004 — 2008
Bachelor of Arts, International Hospitality and Tourism
Saint Leo University 2004 — 2008
Bachelor of Science, Computer Information Systems
Integro Insurance Brokers February 2013 - Present
iTrade Risk & Insurance Services August 2010 - February 2013
Avalon Risk Management June 2005 - August 2010
International Bond & Marine April 1990 - June 2005
New York Life Insurance Company February 1987 - April 1990
Skills
Customs Regulations, International Trade, Logistics, Insurance, Freight Forwarding, Professional Liability, Transportation, Legal Liability, Leadership, Financial Risk, Finance, Risk Management, Negotiation, Brokers, Liability, Property & Casualty..., Underwriting, Claim, Commercial Insurance, New Business Development, Surety, General Insurance
Education
Saint Peter's University 1982 — 1986
BS, Marketing / Economics
Delta National Bank and Trust Company September 2010 - Present
Lynx Capital Partners, LLC July 2005 - August 2010
New York Life Insurance Company December 2003 - July 2005
Vanguard July 2002 - December 2003
Newstar Construction June 2001 - December 2003
Skills
Equity Trading, Equities, Trading, Technical Analysis, Microsoft Excel, Bloomberg, Options, Stock Market, Investments, Portuguese, Electronic Trading, Financial Markets, Portfolio Management, Asset Allocation, Finance, Trading Strategies, Investment Strategies, Proprietary Trading, Valuation, Equity Research, Financial Analysis, Financial Modeling, Corporate Finance, Strategy, MBA, PowerPoint, Microsoft Word, Microsoft Office, Presentations, Private Banking, Banking, Business Strategy, Investment Banking, Fixed Income, Hedge Funds, Analysis, Mutual Funds, Asset Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Masters of Business Administration, Corporate Finance
Saint Joseph's University 1998 — 2002
B.S, Finance
NYLIFE Securities LLC April 2006 - Present
New York Life Insurance Company July 2004 - Present
Cormier Textile Products Inc. 1988 - 2001
Horizon Sails, Barton & Cormier Sailmakers January 1974 - November 1978
Skills
Retirement Planning, Retirement, Insurance, 401k Rollovers, Annuity Sales, Licensed in Long Term..., Estate Planning, Small Business, Succession Planning, Protection..., Life Insurance, Disability Insurance
Education
American College 2007 — 2009
LUTCF, Business Insurance
Salem State College 1968 — 1972
BS-BA, Business Administration
New York Life Insurance Company October 2007 - May 2010
Skills
Financial Services, Insurance, Investments
Education
Salisbury University 2003 — 2007
BS, Biology, Medical Technology
Salisbury University
Patricia A Lauterjung Enterprises 1998 - Present
Financial Freedom 1994 - Present
Sacramento River Cats March 2011 - October 2013
New York Life Insurance Company March 2009 - November 2009
Skills
Public Speaking, Editing, Customer Service, Marketing, Training, Sales, Small Business, Leadership, Social Networking, Social Media Marketing, Social Media, Event Planning, Public Relations, Budgets, Time Management
Education
St. Mary's College of California 1986 — 1988
BA, Business Management
Coldwell Banker Residential Brokerage October 2011 - Present
ZipRealty October 2010 - September 2011
New York Life Insurance Company July 2009 - June 2010
Unlimited Removal Demolition, Inc. April 1999 - March 2008
John Hancock Financial Services January 1995 - April 1999
Massachusetts Department of Revenue January 1988 - April 1991
Internal Revenue Service January 1987 - January 1988
Skills
Notary Public, Real Estate License, First Time Home Buyers, Mutual Funds, Investment Properties, Short Sales, REO, Foreclosures, Condos, Real Estate Transactions, Buyer Representation, Sellers, Relocation, Single Family Homes, Referrals, New Home Sales, Investors, Listings, Rentals, Buyers
Education
Salem State University 2006 — 2007
Certificate, Paralegal
Salem State University 1984 — 1987
B.S., Biology, Chemistry
GoldCoast Mortgage Service, Inc. (NMLS# 1841) January 2015 - Present
NYLIFE Securities LLC September 2012 - December 2014
New York Life Insurance Company January 2012 - December 2014
Kelly Infiniti January 2010 - January 2012
Hawthorne Cove Marina June 2007 - October 2010
Mahoney Marine May 2008 - January 2010
Salem Police Department January 2008 - May 2008
Skills
Financial Goals, Small Business Planning, Networking, Sales, Small Business, Customer Service, Microsoft Office, Insurance, Management, Finance, Public Speaking, Customer Satisfaction, Leadership, Social Media, Financial Services, Accounting, Marketing, Team Building, Account Management, Social Networking, Investments
Education
Salem State University 2003 — 2008
BS, Criminal Justice
Chapel Hill-Chauncy Hall School 1999 — 2003
High School Diploma
Washington Street Historical Society October 2011 - Present
Pluck U Wings & Things August 2013 - Present
Brooklyn Bar Assocation October 2014 - January 2015
New York Life Insurance Company May 2014 - July 2014
Skills
Business Strategy, Fundraising, History, Strategic Planning, Historic Preservation, Research, Nonprofits, Community Outreach, Volunteer Management, Grants, Program Development, Grant Writing, Spanish, Leadership Development, Higher Education, Social Media, Facebook, Marketing, Strategy, Press Releases, Advertising, Time Management, Strategic Communications, Management, Community Development, Public Relations, Google Analytics, Google Docs, Event Management, Proposal Writing, Social Networking, Analysis, Media Relations, Event Planning, Newsletters, Leadership
Education
Saint Francis College 2009 — 2015
Bachelor's degree, Business Administration, Management and Operations
Saint Bonaventure University
MacKay Shields LLC February 2015 - Present
New York Life Insurance Company April 2014 - February 2015
The Home Depot July 2013 - March 2014
Official Payments January 2013 - July 2013
InComm May 2011 - January 2013
InComm April 2008 - April 2011
Unisys March 2005 - March 2008
Teleperformance, USA December 2003 - March 2005
Skills
Windows Server, Opsview, Splunk, SiteScope, Big Brother, Active Directory, Microsoft Office, Microsoft SQL Server, DoubleTake Replication..., Cisco Technologies, Troubleshooting, VMware ESX, IT Operations, Replication, Switches, Data Center, SDLC, Virtualization, ITIL, VPN, Incident Management, Servers, Process Improvement, System Administration, IT Service Management, Security, VMware, Disaster Recovery, Telecommunications, Software Documentation, Networking, Infrastructure, Management, Vendor Management, Integration, Network Security, Firewalls, Linux, CentOS, RHEL, MySQL, Visio, TCP/IP, IT Management, Information Technology, Testing, SAN
Education
Utah College of Massage Therapy Inc-Salt Lake City 2000 — 2001
Certificate of completion, Massage Therapy/Therapeutic Massage, 3.5
Salt Lake Community College
General Studies, 3.9
University of Utah
General Studies, 3.6
New York Life Insurance Company July 2015 - Present
COECO Office Systems March 2014 - May 2015
Cellular Sales June 2013 - March 2014
Tikigaq Corporation April 2013 - June 2013
United States Marine Corps August 2012 - November 2012
United States Marine Corps January 2006 - August 2012
United States Marine Corps April 1998 - January 2006
Skills
Leadership, Teamwork, Sales, Problem Solving, Security Management, Human Resources, Strategic Negotiations, Communications, Risk Assessment Planning, Team Management, Customer Service, Team Building, Scheduling, Mentoring, Concise Overall Planning, Field Work, Process Scheduler, Risk Assessment, Training, Military Experience, Military Operations, Military, Tactics, Weapons, HUMINT, Military Logistics, Force Protection, Security Clearance, Time Management, Security, Interviews, DoD, Operational Planning, Command, Marine Corps, SIGINT, Intelligence, Military Training
Education
Saint Leo University
Palmer High School 1994 — 1998
Selective Insurance December 2012 - Present
Erie Insurance Group May 2011 - December 2012
MDL Insurance May 2005 - April 2011
New York Life Insurance Company January 2007 - October 2008
Skills
Workers Compensation, Insurance, Commercial Insurance, Underwriting, Property & Casualty..., Life Insurance, Employee Benefits, Sales Management, Claim, Sales, Marketing, Sales Operations, Management, Commercial Lines, Cold Calling, Business Planning
Education
Saint Vincent College 2001 — 2005
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Cintas First Aid and Safety October 2013 - Present
Cintas First Aid and Safety October 2010 - Present
New York Life Insurance Company July 2009 - September 2010
Unilock June 2008 - November 2008
Skills
customer service, sales, sales support, leadership, teamwork, customer relations, new business development, social media, problem solving, solution selling, direct sales, excel, product management, account management, cold calling, powerpoint, microsoft office, Sales, Account Management, Cold Calling, Customer Service, Direct Sales, Leadership, Microsoft Office, New Business Development, Sales Management, Sales Operations, Sales Process, Solution Selling, Teamwork, Microsoft Excel, Social Media, Product Management, PowerPoint, Customer Relations
Education
Saint Joseph's College 2004 — 2008
BS, Business Management
Saint Joseph's College
The Bishop Company. LLC January 2006 - Present
New York Life Insurance Company March 2002 - December 2005
Fidelity Investments October 2001 - December 2001
New England Mutual Life Insurance Company 1983 - 1995
Skills
Insurance, Retirement Planning, Pensions
Education
Salem State College
Energy BBDO December 2014 - Present
VSA Partners, Inc. August 2014 - January 2015
VSA Partners January 2013 - August 2014
BCV August 2011 - January 2013
Sponge September 2011 - March 2012
Matrix Partners August 2011 - October 2011
Beautiful Social December 2010 - October 2011
Communications Club at Saint Joseph's University August 2010 - May 2011
New York Life Insurance Company May 2010 - May 2011
Saint Joseph's University January 2010 - May 2011
Skills
Facebook, Hootsuite, Twitter, Social Media, Social Media Marketing, Social Media Measurement, Custom Facebook Pages, Facebook Marketing, Sales, Crisis Communications, Public Relations, Community Management, Event Planning, Advertising, WordPress, Marketing, Pinterest, YouTube, Leadership, Final Cut Pro, Google Analytics, Email Marketing, Social Networking, Editing, Editorial Calendars, Photo Editing, Writing, Creative Writing
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science, Business Administration; Marketing
Pascack Valley
AXA Equitable March 1998 - Present
New York Life Insurance Company January 1992 - September 1997
Education
Saint Paul University 1978 — 1982
BSC, Management
New York Life Insurance Company January 1983 - Present
Skills
Long-term Care, Life Insurance, Estate Planning, Fixed Annuities, Retirement Planning, Financial Planners
Education
UC Berkeley
B.A. in Anthropology
UC Berkeley
B.A. Rhetoric
St. Mary's College of California
Standard Secondary Teaching
DHI Mortgage July 2015 - Present
Mary Kay Inc. October 2012 - Present
Flores & Associates January 2013 - July 2015
Opera Carolina January 2005 - June 2015
NVR Mortgage January 2010 - January 2013
Janie and Jack November 2010 - May 2011
The Disney Store February 1995 - October 2010
New York Life Insurance Company January 2009 - November 2009
NVR Mortgage Finance, Inc October 2006 - January 2009
SunTrust Mortgage June 2005 - September 2006
Skills
Customer Service, Customer Satisfaction, Public Speaking, Loans, Time Management, Public Relations, Entertainment, Musical Theatre, Event Planning, Microsoft Office, Mortgage Lending, Sales, Event Management, Singing, Performing Arts, Opera, Leadership, Fundraising, Management, Music, Acting, Editing, Facebook, Social Media, Social Networking, Stage, Team Building, Theatre, Training, Advertising, Blogging
Education
Salem College 1995 — 1999
Bachelor of Music, Vocal Performance
Demko Consulting July 2008 - Present
New York Life Insurance Company 2012 - June 2013
State Farm Insurance September 2011 - August 2012
SSE, Inc. May 2006 - July 2008
Reliance Bank August 2005 - May 2006
Skills
Entrepreneurship, Wealth Management, Financial Risk, Account Management, New Business Development, Estate Tax Planning, Management Consulting, Insurance, Sales Management, Strategic Planning, Sales, Management, Small Business, Strategic Partnerships, Strategy, Sales Operations, Contract Negotiation, Marketing Strategy, Recruiting, Coaching, Selling, Business Strategy, Business Planning, Leadership Development, Business Development, Finance, Negotiation, Banking, Life Insurance, Sales Process, Direct Sales, Social Media, Leadership, Marketing, Cold Calling, Lead Generation, Fixed Annuities, CRM, Team Building, Customer Retention, Time Management, Salesforce.com, Sales Presentations, B2B, Financial Services
Education
Saint Louis University
MBA (incomplete), Entrepreneurship
University of Phoenix 2004 — 2005
Bachelors of Science, Business/Management
University of Arizona 2000 — 2003
Business & Psychology
Chaminade College Prep. 1994 — 1998
UCX, Universal Compute Xchange July 2015 - Present
InsiderScore, LLC January 2015 - July 2015
Status4 June 2012 - January 2015
Grow the Game Golf August 2011 - January 2013
New Jersey State Golf Association January 2011 - August 2011
Colleton River Plantation Club April 2010 - March 2011
New York Life Insurance Company May 2008 - April 2009
Skills
Golf, Social Media Marketing, Event Management, Sports Marketing, Marketing Strategy, Sponsorship, Sports, Entrepreneurship, Customer Service, Online Marketing, Marketing, Product Development, Project Management, Business Development, Social Media, Sports Management, Product Management, Product Design, Leadership, Start-ups, Mobile Applications, Web Applications, Mobile Application..., Mobile Application..., Agile Methodologies, Microsoft Excel, Microsoft Word, Data Analysis, Project Planning, Microsoft Office, New Business Development, Mobile Technology
Education
Salisbury University - Perdue School of Business 2004 — 2008
Bachelors, Finance
New York Life Insurance Company September 2015 - Present
NYLIFE Securities August 2013 - Present
Panda Landscaping January 2012 - August 2013
Skills
401k Rollovers, Asset Protection, Buy-sell Agreements, Estate Planning, Education Funding..., Investments, IRA Rollovers, Lifetime Income..., Succession Planning, Retirement Planning, Wealth Transfer..., Financial Services, IRAs, Leadership, Sales, Risk Management, Employee Benefits, Time Management
Education
Saint Vincent College 2009 — 2013
Bachelor’s Degree, Mathematics
New York Life Insurance Company August 2014 - Present
Salem College August 2010 - May 2014
G&R Health Enterprises, LLC December 2013 - February 2014
Wake Forest Baptist Health January 2013 - February 2013
Skills
Microsoft Office, Behavioral Health, Therapists, Psychology, Microsoft Excel, Research, Child Development, Rehabilitation..., Public Speaking, PowerPoint, Microsoft Word, Customer Service, Higher Education, Social Media, Time Management, Mental Health, Psychotherapy, Group Therapy, Adolescents, Mental Health Counseling, Crisis Intervention, Counseling Psychology, Psychological Assessment, Family Therapy, SPSS, CBT, Social Services, Treatment, Data Entry, Mail Sorting, Employee Training
Education
Salem College 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Salem College 2010 — 2014
Bachelor of Arts (B.A.), Psychology
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company November 2011 - June 2015
David Lerner Associates, Inc. February 2009 - October 2011
Skills
Retirement Planning, Estate Planning, Insurance, Long Term Care Insurance, Annuity Sales, Wealth Preservation..., Key Person Insurance, Key Person Protection, Licensed Life Insurance..., Life Insurance, Asset Protection, Protection..., Small Business, Legacy Giving, Succession Planning, IRA Rollovers or 401(k)..., Financial Services, Investments, Securities
Education
Saint Bonaventure University 1977 — 1981
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Our Lady of Mercy High School 1973 — 1977
Regents Diploma
State of Rhode Island January 2010 - Present
Auburn Insurance & Realty Co., Inc. 2001 - Present
Flood Auto Group January 2003 - January 2008
New York Life Insurance Company September 2001 - December 2002
Skills
Management, Sales, Budgets, Advertising, Real Estate, Insurance, Finance, Payroll, Property & Casualty..., Underwriting, Health Insurance, Investment Properties, Commercial Insurance, Professional Liability, Negotiation, Strategic Planning, Customer Service, Leadership, Team Building, Sales Management, Account Management, Marketing, Disability Insurance, Contract Negotiation, Microsoft Excel, Microsoft Office, Business Development, Training, Business Planning, Marketing Strategy, New Business Development, Analysis, Public Relations, Nonprofits, Strategy, Business Strategy, Process Improvement
Education
Salve Regina University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.97
University of Massachusetts, Amherst 1997 — 2001
B.S, Business Management, 3.39
First Midwest Financial Network 2013 - Present
Hoopis Financial Group June 2012 - September 2013
Parkview Christian Church 2009 - 2013
New York Life Insurance Company January 2010 - July 2012
Northwestern Mutual February 2006 - January 2010
Sales 2001 - 2006
Skills
401k Rollovers, IRA Rollovers, Investments, Fixed Annuities, Insurance, Mutual Funds, Strategic Financial..., Retirement Planning, Disability Insurance, Retirement, Wealth, Portfolio Management, Long Term Care Insurance, Life Insurance, 401k, Long-term Care, Strategic Planning, Financial Services, IRAs, Financial Analysis, Sales Management, Term Life Insurance, Series 63, Securities, Investment Strategies, Annuities, Financial Planning, Consultative Selling, Succession Planning, Business Planning, College Savings Plans, 529 Plans
Education
Saint Xavier University 1996 — 2001
Bachelor's of Science, Business Administration
New York Life Insurance Company March 2015 - Present
Compass Healthcare Marketers July 2014 - October 2014
Tristar Products, Inc. November 2013 - February 2014
Health Monitor Network September 2013 - November 2013
LexisNexis November 2012 - August 2013
The Agenda Project August 2012 - December 2012
Saint Peter's University October 2011 - October 2012
Jersey City Mayor's Office September 2010 - December 2010
The Christ Hospital May 2010 - August 2010
Con Air Productions January 2007 - April 2007
Skills
WordPress, PHP,..., Html, Front and..., Illustrator, Flash,..., Email forwarding and..., Social Media, HTML, Graphic Design, CSS, WordPress, Logo Design, PHP, jQuery, jQuery Mobile, Flash, Flash Animation, ActionScript, Illustrator, Photoshop
Education
Graphic Design Saint Peter's College 2009 — 2012
Bachelor of Art, Graphic Arts
Saint Peter's University 2009 — 2012
Bachelor of Arts (B.A.), Graphic Design, 5
Pwnie Express September 2015 - Present
Cross Insurance 2013 - 2014
New York Life Insurance Company 2012 - 2013
Skills
Property & Casualty..., Marketing, Life Insurance, Risk Management, Sales, Customer Service, Insurance, Time Management, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Banking, Social Networking, Public Speaking, Team Building, Strategic Planning, Social Media
Education
Saint Leo University 2008 — 2012
Associate's degree, Business, Management, Marketing, and Related Support Services
New York Life Insurance Company March 1990 - Present
Education
Saint Peter's University 1979 — 1983
Bachelor of Arts (BA), Mathematics and Computer Science
New York Life Insurance Company June 2014 - Present
Skills
Estate Planning, Retirement Planning, Annuity Sales, Insurance, Wealth Preservation, Long Term Care Insurance, Rollovers, Key Person Insurance, Key Person Protection, Licensed to Sell...
Education
Saint Bonaventure University 2010 — 2014
Bachelor's degree, Communication, Journalism, and Related Programs
Hendrick Hudson High School 2005 — 2010
New York Life Insurance Company June 2015 - Present
Skills
Insurance, Retirement Planning, Life Insurance, Retirement, Financial Analysis, Fixed Annuities, Coaching, Wealth Management, Estate Planning
Education
Saint Mary's College of California 2008 — 2013
Bachelor of Arts (BA)
Senior Partner Matt Brightman's office with New York Life August 2013 - Present
New York Life Insurance Company December 2007 - August 2013
Skills
Insurance, Customer Service, Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Leadership, Financial Advisory, Financial Services, Financial Analysis, Securities, Process Improvement, Employee Benefits, Recruiting, Development Of Employees, Interviews, Cold Calling, Social Networking, Social Media, Finance, Estate Planning, Management, Sales, Microsoft Office, Marketing, Public Speaking, Time Management
Education
Salem State University
NJ PURE September 2015 - Present
Munich Reinsurance America, Inc. December 2014 - September 2015
Starr Companies June 2010 - December 2014
New York Life Insurance Company May 2009 - September 2009
Skills
Life Insurance, Commercial Insurance, Underwriting, Insurance, Legal Liability, Workers Compensation, Risk Management, Reinsurance, Property & Casualty..., Commercial Lines, Casualty, Liability, Liability Analysis, Microsoft Excel, Outlook, General Insurance, Microsoft Office, Analysis, PowerPoint, Financial Analysis, Microsoft Word, Finance, Public Speaking, Brokers, Umbrella Insurance, Claim, Professional Liability, Financial Risk, Casualty Insurance, Marketing, Customer Service, Account Management
Education
Saint Joseph's University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance, General
Notre Dame High School 2002 — 2006
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company July 2009 - Present
New York Life Insurance Company March 2006 - July 2009
Teva Pharmaceuticals ( Cephalon Inc) July 1999 - March 2006
Global Pharmaceutical January 1998 - May 1999
Skills
Time Management, Training, Business Planning, Securities, Wealth Management, Recruiting, Financial Advisory, Strategic Financial..., Investments, Mutual Funds, Leadership, Small Business, Management, Life Insurance, Financial Analysis, Analysis, Risk Management, Strategic Planning, Term Life Insurance, Teamwork, Strategy, Series 7, Insurance, Sales, Finance, Long Term Care Insurance, Staff Development, Employee Benefits, Financial Services, Retirement Planning, Portfolio Management, Financial Planners, IRAs, Disability Insurance, Investment Strategies, Retirement, Fixed Annuities, 401k, Estate Planning, Long-term Care, Health Insurance
Education
The American College 2012 — 2012
CLF
Saint Joseph's University 2002 — 2005
Executive -MBA, Pharmaceutical Marketing
St. Joseph's University 2000 — 2002
Master of Science (M.S.), Analytical Chemistry
Temple University 1993 — 1997
B.S, Chemistry
Verathon Inc., subsidiary of Roper Technologies, Inc. September 2015 - Present
Verathon Inc., subsidiary of Roper Technologies, Inc. January 2015 - August 2015
Verathon Inc., division of Roper Industries June 2014 - December 2014
Ricoh Americas Corporation August 2012 - June 2014
New York Life Insurance Company January 2011 - December 2011
Saint Joseph's University February 2010 - August 2011
Saint Joseph's University May 2009 - May 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Tranquility Day Spa February 2008 - August 2008
Skills
Microsoft Office, Research, Recruiting, Fundraising, Office Administration, Facebook, Sales, Non-profits, Management, Time Management, Retail, Nonprofits
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance
State Street January 2015 - Present
Canton Middle School September 2011 - Present
AppsUnloaded December 2013 - July 2014
New York Life Insurance Company May 2013 - October 2013
SENEDIA January 2013 - May 2013
Orange Leaf Frozen Yogurt September 2012 - May 2013
Canton Junction April 2012 - September 2012
CJ’s Deli April 2011 - September 2011
Skills
Communication, Organization, Determination, Microsoft Office, Sales, Life Insurance, Highly Dedicated, Teamwork, Microsoft Excel, Food Service, PowerPoint, Leadership, Time Management, Facebook, Social Networking, Microsoft Word, Social Media, Team Leadership, Insurance, Customer Service
Education
Salve Regina University 2009 — 2013
Bachelor of Science (B.S.), Finance
Canton High School 2005 — 2009
General Studies
Andersen Corporation May 2010 - Present
New York Life Insurance Company 2006 - 2009
UnitedHealth Group 2004 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Leadership, Nonprofits, Process Improvement, Time Management, Management, Healthcare, Social Media, Project Management
Education
Saint Mary's University of Minnesota 2014 — 2015
Master's degree, Health/Health Care Administration/Management
University of St. Thomas 2007 — 2010
Bachelor's degree, Community health education
New York Life Insurance Company September 2012 - Present
NYLIFE Securities LLC December 2009 - September 2012
First Investors Corporation January 2005 - December 2009
Wachovia May 2004 - December 2004
Morgan Stanley May 2000 - August 2003
Skills
Coaching, Curriculum Development, Financial Services, Insurance, Leadership, Management, New Business Development, Sales Process, Sales Rep Training, Team Building, Time Management, Training, Workshop Facilitation, Strategic Planning, Strategy, Marketing
Education
Saint Bonaventure University 1999 — 2004
BA & MBA, Finance & Accounting
Aquinas Institute 1995 — 1999
Regents Diploma, General Education
U.S. Bank March 2014 - Present
Balboa Capital May 2013 - April 2014
American Enterprise Bank September 2010 - March 2012
US Small Business Administration July 2009 - March 2010
New York Life Insurance Company November 2008 - June 2009
Banc of America Leasing – Corporate Aircraft Finance 2005 - 2008
General Electric Commercial Finance – Corporate Aircraft Finance 2000 - 2005
Transamerica Equipment Financial Services/Equipment Finance and Lease Division 1996 - 2000
Heller Financial, Inc./Commercial Equipment Finance Division 1995 - 1996
The CIT Group/Capital Equipment Financing, Inc./(F/K/A Manufacturers Hanover Leasing Corporation) 1984 - 1995
Skills
New Business Development, Credit, Finance, Negotiation, Corporate Finance, Loans, Portfolio Management, Asset Management, Business Development, Strategic Planning, Credit Analysis, Customer Service, Business Strategy, Risk Management, Asset Managment, Real Estate, Financial Structuring, Contract Negotiation, Financial Analysis, Insurance, Asset Based Lending, Management, Financial Risk, Financial Services
Education
Saint Leo University 1979 — 1984
B.A., Business Management
dbWebNet, Inc. January 1988 - Present
Total Terminal Services 1986 - 1988
New York Life Insurance Company 1984 - 1986
Greyhound Lines, Inc. 1974 - 1983
U.S. Army March 1966 - September 1973
Skills
SaaS, Networking, Network Administration, Security, Cloud Computing, Troubleshooting, Solution Selling, Managed Services, New Business Development, Network Security, Sales, Cisco Technologies, Disaster Recovery, VoIP, IaaS, Dedicated Hosting, Office 365, MPLS, Channel Partners, Virtualization, Data Center, Enterprise Software, Storage, VMware, Storage Area Networks
Education
Spokane Community College 1974 — 1976
Business Administration, Management and Operations
Saint Martin's College 1965 — 1966
General Studies
Skoda Minotti July 2014 - Present
BDO USA, LLP October 2013 - June 2014
PwC July 2012 - September 2013
Wall Street Trading Room at Saint Joseph's University 2010 - 2012
Sunoco Corporate Office May 2011 - August 2011
True Action, an eBay Inc. Company February 2011 - April 2011
New York Life Insurance Company October 2010 - December 2010
AmerisourceBergen May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Process Improvement, Outlook, Access, Financial Modeling, Cross-functional Team..., Customer Service, Budgets, Sales, Market Research, Pharmaceutical Industry, Healthcare, Research, Auditing, Accounting, Finance, Financial Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
Synerfac Technical Staffing November 2014 - Present
Next Level Marketing April 2014 - Present
New York Life Insurance Company June 2014 - November 2014
Saint Joseph's University Executive MBA September 2010 - May 2014
Feastivities Events May 2013 - August 2013
Main Line Audiology Consultants May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Marketing, Social Networking, PowerPoint, Social Media, Leadership, Research, Time Management, Event Planning, Public Speaking, Team Leadership, Teamwork, Outlook, Food, Event Management, Fundraising
Education
Saint Joseph's University 2010 — 2014
BS, Food Marketing
Merion Mercy Academy 2006 — 2010
St. Bonaventure University August 2013 - Present
Jamestown Community College August 2012 - August 2013
Southern Tier All Star Sports June 2009 - August 2013
The Center for Sports Skill Measurement and Improvement, LLC November 2011 - August 2012
New York Life Insurance Company January 2011 - November 2011
Skills
Customer Service, Sports, Sports Management, Microsoft Excel, Sports Marketing, Event Planning
Education
Saint Bonaventure University 2005 — 2009
BS, Business Management
Cambria February 2013 - Present
New York Life Insurance Company May 2012 - December 2012
Wells Fargo Shareowner Services December 2011 - April 2012
GreenGuard Construction May 2011 - October 2011
Cambria May 2007 - August 2010
Skills
Customer Service, Microsoft Excel, Sales, Insurance, Microsoft Office, Outlook, Life Insurance, Microsoft Word, Marketing, PowerPoint, Public Speaking, Leadership, Disability Insurance, Negotiation, Budgets
Education
St. John's University 2007 — 2011
Bachelor's degree, Business Administration, Management and Operations
Sibley East High School 2004 — 2007
Western & Southern Life March 2015 - Present
New York Life Insurance Company August 2014 - February 2015
Nordstrom August 2013 - June 2014
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Relationship Building, Business Exit Strategy, Business Insurance..., Direct Sales, Education Funding..., Grandchild Gifting, Sales, Selling, Risk Management, Retirement Planning, Insurance
Education
Universidad de Puerto Rico 2008 — 2009
Saint Leo University 2007 — 2008
NetProspex (Acquired by Dun & Bradstreet) October 2013 - Present
Truebridge Financial Marketing June 2011 - September 2013
New York Life Insurance Company June 2010 - June 2011
Nowak and Nowak Financial Services January 2010 - July 2010
Collegiate Entreprenuers, Inc. March 2009 - September 2009
Berkshire Bank December 2008 - January 2009
Escalate Retail May 2007 - August 2007
Skills
Mergers, Customer Retention, Financial Services, Marketing Communications, Sales, Banking, Management, Mergers & Acquisitions, Business Development, CRM, Finance, Insurance, Salesforce.com, Leadership, Marketing, B2B, Lead Generation, Email Marketing, SaaS, Sales Process, Solution Selling, Objection Handling, Beekeeping, B2B Marketing
Education
Saint Michael's College 2006 — 2010
B.S, Business Administration
Paramount Auto Group August 2013 - Present
Merrill Lynch June 2012 - 2013
Morgan Stanley Smith Barney July 2011 - June 2012
New York Life Insurance Company December 2008 - June 2011
The Saltwater Edge June 2003 - January 2008
Education
Morristown-Beard School
Salve Regina University
B.S., Economics, Concentration in Finance
Gannon Insurance Agency, Inc. 2000 - Present
Erie Insurance Group 2000 - 2010
Meehl Insurance January 1998 - January 2000
New York Life Insurance Company January 1997 - January 1998
CIGNA Group Insurance January 1995 - January 1997
Prudential Insurance January 1990 - January 1995
Skills
Customer Service, Life Insurance, General Insurance, Insurance, Property & Casualty..., Umbrella Insurance, Time Management, Selling, Homeowners, Commercial Insurance, Renters, Finance, Professional Liability, Workers Compensation, Analysis, Inland Marine, Liability, Underwriting, Brokers, Accident, Financial Services, Health Insurance, Management, Casualty, Marketing, Employee Benefits, Term Life Insurance, Long-term Care, Long Term Care Insurance, Fixed Annuities, Property Damage, Team Building, Claims Management, Property, D&O, Disability Insurance, Claim, Call Centers, Small Business, Commercial Lines, Sales Management, Risk Management, Legal Liability, Whole Life, Universal Life
Education
Saint Joseph's University 1987 — 1990
B.S. & MBA, Finance & Business Management
Cardinal Dougherty H.S.
Finance, General
Frankel Lerner & O'Connor, Inc. January 2008 - Present
New York Life Insurance Company March 2007 - July 2007
Penske Truck Leasing October 2004 - March 2007
Penske Truck Leasing May 2004 - October 2004
Skills
Defined Contribution, Defined Benefit, Account Management, Pensions, Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Employee Benefits, Sales, Finance, PowerPoint, Leadership, Insurance, Retirement, Retirement Planning, Marketing, Management, Team Building, Sales Management, Social Media, Contract Negotiation, Investments, Project Management, Financial Reporting, Pension Administration, Supervisory Skills
Education
Saint Joseph's University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Ideal Dialogue August 2015 - Present
Ideal Dialogue April 2014 - Present
State Farm May 2013 - April 2014
MRW Financial Inc. May 2010 - June 2013
New York Life Insurance Company December 2008 - May 2010
Brown & Brown January 2004 - August 2008
ABCO Insurance Agency March 2001 - January 2004
Skills
Insurance, Health Insurance, New Business Development, Underwriting, Brokers, Employee Benefits, Account Management, Sales Management, Disability Insurance, General Insurance, Negotiation, Life Insurance, Marketing Strategy, Customer Service, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Whole Life, Retirement Planning
Education
Saint Leo University 2014 — 2015
Bachelor of Business Administration (BBA), Accounting
St. Petersburg College
Associate of Arts (A.A.), Accounting
University of Puerto Rico 1996 — 1997
Accounting and Finance
New York Life Insurance Company November 2013 - Present
Windsor Financial Group/ MassMutual October 2012 - October 2013
University of Pennsylvania September 2012 - July 2013
Harriton High School December 2010 - August 2012
Skills
Disability Insurance, Insurance, Retirement, Access
Education
Saint Joseph's University 2011 — 2012
Master's degree, Education with a focus in Reading
Saint Joseph's University 2006 — 2010
B.S., Elementary Education/ Special Education
New York Life Insurance Company May 2010 - Present
NYLIFE Securities LLC May 2010 - Present
Eagle Strategies LLC May 2010 - Present
McNeil Consumer Healthcare January 2009 - July 2009
SAP September 2007 - December 2007
Skills
Retirement Planning, Insurance, Investments, Securities, Finance, Annuity Sales, Asset Protection, Estate Planning, 401k Rollovers
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science, Finance
West Morris Central 2002 — 2006
New York Life Insurance Company May 2013 - Present
Town of Old Tappan Recreation Department June 2012 - Present
Town of Old Tappan Recreation Department June 2011 - Present
QlikTech February 2012 - September 2012
Herlihy Construction May 2011 - August 2011
Dry Ice, Inc. June 2010 - August 2010
Skills
Networking, Life Insurance, Communication, Management, Teamwork, Leadership, Business Networking
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science in Business Administration, Marketing
Northern Valley Old Tappan High School 2008 — 2010
Don Bosco Prep 2006 — 2008
New York Life Insurance Company October 2013 - Present
New York Life April 2005 - October 2013
Bekaert April 2001 - April 2005
Skills
Marketing Communications, Advertising, Creative Direction, Direct Marketing, Marketing, Marketing Strategy, Public Relations, Strategic Planning, Email Marketing, New Business Development, Online Marketing, Social Media Marketing, Lead Generation, Integrated Marketing
Education
Saint Leo University 1991 — 1995
Bachelor of Fine Arts (BFA), English
NYLIFE Securities LLC April 2009 - Present
New York Life Insurance Company April 2009 - Present
Consulted November 2005 - April 2009
Salem Area Chamber of Commerce June 2003 - May 2005
City of Gloucester January 2001 - January 2005
Cape Ann Chamber of Commerce November 1999 - June 2003
Skills
Licensed Life Insurance..., Retirement Planning, Estate Planning, 401k Rollovers, Wealth Preservation..., Public Speaking, Fundraising, Community Outreach, Non-profits, Public Relations, Event Planning, Research, Microsoft Office, Political Campaigns, Public Policy, Microsoft Excel, Social Media, Politics, Event Management, Long Term Care Insurance, Nonprofits, Life Insurance, Disability Insurance, Investments, Finance, Social Media Marketing, Leadership, Customer Service
Education
Salem State College 1995 — 2000
2000, Criminal Justice/Law Enforcement Administration
Prudential Financial January 2015 - Present
New York Life Insurance March 2012 - Present
New York Life Insurance Company December 2007 - March 2012
Skills
GAAP, Financial Reporting, Private Equity, Accounting, Tax Preparation, Journal Entries, Tax Returns, General Ledger, Investments, CPA, Financial Accounting, Financial Statements, Internal Controls, Auditing, US GAAP
Education
St. Peter's College 2004 — 2007
Master's degree, Accounting
Montclair State University
New York Life Insurance Company November 2013 - Present
New York Life Insurance Co April 2005 - November 2013
New York Life January 2004 - November 2013
Aquent April 1999 - January 2004
Skills
Project Management, Insurance, Marketing, Vendor Management, Business Development, Account Management, Baking, Financial Services, Marketing Communications, Multi-channel Marketing, Customer Acquisition, Business Analysis, Marketing Strategy, Marketing Management, Competitive Analysis, Life Insurance, Strategic Partnerships, Product Marketing, Strategy, Budgets, Integrated Marketing, Digital Marketing, Strategic Planning, Management, Cross-functional Team..., Sales, Leadership, Social Networking, New Business Development
Education
Saint Michael's College 1989 — 1993
Bachelor of Arts (B.A.), Fine Arts, Painting
New York Life Insurance Company June 2015 - Present
busybusy January 2014 - June 2015
Varilease January 2012 - January 2014
Envirocare Waste Solutions February 2008 - December 2011
Skills
Management, New Business Development, Customer Service, Sales Management, Strategic Planning, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Insurance..., Key Person Protection, Licensed Life Insurance..., Small Business, Lifetime Income..., Long Term Care Insurance, Multi-generational..., Personal Finance, Retirement Income..., Retirement Planning, Supplements to Employee..., Term Life Insurance, Universal Life, Whole Life Insurance, Wealth Transfer..., Creative Problem Solving, Strategy, Income Protection, Fixed Annuities, Buy-sell Agreements, Education Funding..., Life Insurance, Problem Solving
Education
Advanced Technical Center 2000 — 2001
Associate’s Degree, Certified Microsoft Systems Engineer
Salt Lake Community College 1994 — 1996
Associate’s Degree, Business, Management, Marketing, and Related Support Services
Alta High School 1988 — 1991
High School, Generals, Diploma
New York Life November 2010 - Present
New York Life Insurance Company March 2007 - November 2010
New York Life Insurance Company March 2004 - March 2007
Enterprise Rent-A-Car 1997 - 2000
Fidelity Investments 1996 - 1997
Skills
Retirement Planning, Retirement, Disability Insurance, Estate Planning, Insurance, Investments, Securities, Succession Planning, Strategic Planning, Mutual Funds, Sales Management, Coaching, Financial Services, Leadership Development, Team Building
Education
FINRA Series 6, 7, 26, 63
Finra Series 7, 6, 26, 63
The American College
CLU, LUTCF
Saint Michael's College 1991 — 1995
BS, Business Administration
Hebron Academy 1990 — 1991
Lunenburg High School 1987 — 1990
New York Life Insurance Company October 2000 - October 2011
AIG Life November 1998 - October 2000
General American Life January 1985 - November 1998
Mutual Benefit Life May 1980 - January 1985
Skills
Insurance, Cross-functional Team..., Fixed Annuities, Financial Services, Product Management, Marketing Strategy, Strategic Planning, Employee Benefits, Product Development, Training & Development, Process Improvement, Financial Planning, Investments, Competitive Intelligence, Wealth Management, Business Relationship..., Case Management, Market Intelligence, Proposal and..., Annuities, Competitive Analysis, Business Strategy, Business Process..., Product Strategy, Operations Management, Private Placements, Variable Life and..., Agency Brokerage..., Retirement Planning, Leadership, Life Insurance, Marketing
Education
Saint Louis University
Executive Masters
University of Alabama
BS
University of Alabama at Birmingham
BS
New York Life August 2006 - Present
New York Life Insurance Company April 2002 - August 2006
New York Life Insurance Company April 1999 - April 2002
New York Life Insurance Company June 1998 - April 1999
Skills
Financial Analysis, Financial Services, Insurance, Leadership, Life Insurance, Performance Management, Whole Life, Term Life Insurance, Fixed Annuities, Underwriting
Education
Salisbury University 1992 — 1996
Adler Development May 2011 - May 2013
ING Clarion November 2005 - November 2010
New York Life Insurance Company March 1999 - November 2005
Skills
Internal Controls, Account Reconciliation, Financial Audits, Financial Analysis, Financial Reporting, Financial Statements, Variance Analysis, Accounts Receivable, General Ledger
Education
St. John's University 1994 — 1998
BS, Accounting
DePuy Spine January 2011 - Present
Smith and Nephew December 2007 - January 2011
New York Life Insurance Company June 2007 - December 2007
Skills
Operating Room, Market Development, Medical Devices, Orthopedic, Product Launch
Education
Saint Joseph's University 2003 — 2007
Bachelor of Science (B.S.), Pharmaceutical Marketing and Management
METROPOLITIAN LIFE INSURANCE COMPANY April 2008 - August 2009
WellCare April 2007 - April 2009
New York Life 1997 - 2009
New York Life Insurance Company January 1997 - January 2006
New York Life Insurance Company January 1999 - January 2005
New York Life Insurance Company January 1997 - January 1999
Education
Saint Leo University 1999 — 2001
BA, HUMAN RESOURCES ADMINISTRATION
NOVA SOUTEASTERN UNIVERSITY
MASTER OF ARTS, BUSINESS ADMINISTRATION (2003)
NOVA SOUTHEASTERN UNIVERSITY
MASTER OF SCIENCE, HUMAN RESOURCES MANAGEMENT (2004)
UPS November 2009 - Present
New York Life Insurance Company November 2007 - February 2008
Education
Salt Lake Community College 2005 — 2009
TIAA-CREF June 2013 - Present
New York Life Insurance Company November 2007 - May 2013
New York Life Insurance Company July 2006 - November 2007
Fidelity Investments March 2004 - July 2006
Skills
Series 6, Series 63, Life Insurance, Teaching, Training Delivery, International Project..., Leadership, Management, 401k, Retirement, Retirement Planning, Strategy, Relationship Management
Education
Saint Bonaventure University 2000 — 2001
MBA, Accounting/Finance
University at Buffalo 1993 — 1998
Bachelors, Health and Human Resources
Atlantic Financial Group, LLC September 2012 - Present
New York Life Insurance Company April 2012 - Present
Wor-Wic Community College 2014 - 2014
Wor-Wic Community College 2014 - 2014
Wor-Wic Community College 2014 - 2014
Wor-Wic Community College 2014 - 2014
Salisbury University November 2011 - September 2012
Aflac & Select Insurance August 2008 - January 2012
Water Loss Systems, Inc October 2006 - August 2008
Seacrets Inc February 2002 - September 2005
Skills
Insurance, Public Speaking, Small Business, Retirement, Employee Benefits, Long-term Care, PowerPoint, Life Insurance, Strategic Planning, Customer Service, Marketing, Event Planning, Microsoft Office, Project Management, Disability Insurance, Leadership, Term Life Insurance, Fixed Annuities, Sales, Finance, Financial Services
Education
Salisbury University - Perdue School of Business 2001 — 2004
Personal and Corporate Planning, Finance
Damascus High 1996 — 2000
Baker Middle 1994 — 1996
McAullife Elementary 1987 — 1993
Loring, Wolcott & Coolidge September 2006 - May 2012
State Street March 2005 - September 2006
Poulos Construction April 1998 - August 2005
New York Life Insurance Company January 2004 - March 2005
Education
Salem State University 2000 — 2003
Bachelor of Science in Business Administration, Finance & Accounting
MassMutual Financial Group September 2011 - Present
New York Life Insurance Company September 2007 - August 2011
The Guardian Life Insurance Company of America 2002 - 2007
Skills
Mutual Funds, Insurance, Employee Benefits, Series 7, Fixed Annuities, Retirement Planning, Estate Planning, Retirement, Strategic Financial..., Disability Insurance, Investments, Life Insurance, Long-term Care, Series 63, Portfolio Management, Financial Planners, 401k, Financial Services, Finance, Securities, Series 6, FINRA, Management
Education
Salve Regina University 1993 — 2002
MBA, Management
Hendricken 1989 — 1993
New York Life Insurance Company August 2015 - Present
NYLIFE Securities LLC October 2013 - Present
New York Life Insurance Company April 2013 - Present
Apple October 2008 - April 2013
Apple 2007 - 2013
RDL Condominiums May 2008 - June 2011
Nok.inc March 2010 - May 2011
Aspen Hills Mortgage April 2007 - December 2009
Skills
Protection Planning/ ..., Multi-Generational ..., Retirement, Retirement planning, Small Business, Multi-Tasking Skills, Multi-Generational ..., Succession planning, Thought Leadership, Time Management, Wealth Preservation ..., 401(k) Rollovers, Annuity Sales, Asset Protection, Insurance, Estate Planning, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Legacies, Team Building, Customer Satisfaction, Retail, Sales, Succession Planning, iLife, Retirement Planning, iWork, Team Leadership, Customer Experience, Management, Leadership, Life Insurance
Education
Salt Lake Community College 2008 — 2012
Associate of Science (AS), Business Administration and Management, General
Utah Mortgage School 2006 — 2007
Licensed Broker, Finance, General
New York Life Insurance Company December 2012 - Present
AEGIS Insurance Services May 2010 - 2012
Fidelity Investments 2009 - April 2010
Morgan Stanley April 1996 - March 2007
Shearson Lehman / Smith Barney 1987 - 1996
Skills
Data Modeling, Business Intelligence, IT Strategy, Data Integration, Data Warehousing, Vendor Management, SDLC, Enterprise Architecture, ETL, Requirements Analysis, Program Management, Database Design, Business Analysis, Technical Architecture, Integration Planning, Vendor Relationships, Data Warehouse..., Management Development, Portfolio Management, Information Architecture, Governance, SharePoint, Databases, Systems Analysis, Data Warehouse..., Data Governance, Disaster Recovery, Requirements Gathering, Master Data Management, Business Objects, Integration, Solution Architecture, Software Project...
Education
St. John's University
Bachelor of Science
STV April 2015 - June 2015
Jackson Hewitt Tax Service Inc. January 2015 - April 2015
Bonelli & Associates December 2014 - April 2015
New York Life Insurance Company November 2013 - September 2014
BNY Mellon February 2010 - October 2013
H&R Block 2011 - 2013
Bank of New York Mellon June 2008 - December 2009
Bank of New York Mellon December 2006 - December 2009
Bank of New York Mellon December 2006 - June 2008
Deutsche Asset Management April 2000 - April 2005
Skills
Equities, Portfolio Management, Account Reconciliation, Accounting, Fixed Income, Bloomberg, Mutual Funds, Financial Services, Trading, Cash Flow, Options, Tax, Software Documentation
Education
St. John's University 1993 — 1996
M. B. A, Accounting, 3.44 GPA
Saint John's University 1992 — 1996
MBA, Accounting
S.U.N.Y. @ BUFFALO 1981 — 1984
B.S, Business Administration
General Douglass MacArthur High School 1976 — 1979
Regents Diploma, Various
US Bancorp August 2015 - Present
Prudential Financial May 2013 - July 2015
MetLife January 2011 - May 2013
New York Life Insurance Company June 2006 - January 2011
Skills
Financial Reporting, Accounting, Variance Analysis, General Ledger, Account Reconciliation, Finance, Financial Analysis, Insurance, GAAP, Managerial Finance, Financial Accounting, Investments, Analysis, Strategic Financial...
Education
Saint Peter's University
Master of Business Administration (MBA)
Saint Peter's University
Bachelor of Science (B.S.), Accounting
Goldman Sachs May 2014 - Present
Towers Watson June 2010 - May 2014
St. Joseph's University September 2006 - May 2010
Lincoln Financial Group September 2009 - December 2009
PHH Mortgage June 2009 - August 2009
New York Life Insurance Company January 2009 - May 2009
Towers Perrin June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Deferred Compensation, Human Resources, Microsoft Office, Executive Pay, Equities, College Recruiting, Performance Management, Organizational..., Leadership
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science (BS), Finance and Economics
Foot Locker June 2014 - Present
ACN September 2013 - Present
Hersha Hospitality December 2012 - June 2014
LA Fitness September 2011 - November 2012
Emerald Asset Management April 2012 - September 2012
New York Life Insurance Company August 2010 - September 2011
Saint Joseph's University 2008 - 2010
Skills
PowerPoint, Accounting, Financial Analysis, Microsoft Word, Outlook, Financial Planners, Microsoft Office, Budgets, Public Speaking, Payroll, Financial Reporting, Event Planning, Forecasting, General Ledger, Accounts Payable, Microsoft Excel, Access, Leadership Development, Strategic Planning, Financial Statements, Finance, Leadership
Education
Saint Joseph's University 2007 — 2010
Bachelor of Science (BS), Accounting
bishop mcdevitt high school 2002 — 2006
Deutsche Bank June 2004 - Present
Morgan Stanley August 2001 - May 2004
Van Kampen Investments February 1999 - July 2001
New York Life Insurance Company January 1994 - January 1999
THE DREYFUS CORPORATION March 1991 - December 1993
Willkie Farr & Gallagher LLP January 1989 - February 1991
U.S. Securities and Exchange Commission January 1986 - December 1988
Illinois Department of Financial and Professional Regulation September 1984 - December 1985
Skills
Legal Expert in the..., Securities Regulation, Investment Company Act, Mutual Funds, Asset Management, Wealth Management, Corporate Law, Leadership, Management, Investments, Alternative Investments, Due Diligence, SEC, Investment Advisers Act, Capital Markets, Mergers & Acquisitions, Private Equity, Securities, Corporate Governance, Hedge Funds, Investment Management, Legal Assistance, Risk Management
Education
Saint Louis University 1978 — 1983
JD/MBA, Law and Business
Wabash College 1974 — 1978
Bachelor's degree, Religion/Religious Studies
TheBathOutlet February 2012 - Present
New York Life Insurance Company May 2011 - September 2011
Skills
SQL, Photoshop, Microsoft Word, Microsoft Excel, Microsoft Office, Open Office, Google Adwords, Google Docs, PPC, Public Speaking, Social Networking
Education
Saint Joseph's University 2007 — 2011
Bachelor's Degree, Business Administration and Management, General, 3.2
Saint Joseph's University 2007 — 2011
New York Life Insurance Company December 2014 - Present
Skills
Public Speaking, Strategic Planning, Event Planning, Team Building, Social Media, Marketing, Social Media Marketing, Public Relations, Fundraising, Employee Relations, Advertising, Nonprofits, Email Marketing, Project Management, Coaching, Management
Education
Saint Mary's College of California 2005 — 2007
B.A. Business Management, Business
Saint Mary's College of California 2005 — 2007
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
MRM Financial Services INC. April 2000 - Present
Allstate April 1997 - Present
New York Life Insurance Company October 1985 - January 1994
Skills
Insurance and Financial..., Insurance, Fixed Annuities, Life Insurance, Long-term Care, Property & Casualty..., Health Insurance, Umbrella Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Customer Service, Commercial Insurance, Management, Marketing, Sales
Education
Saint Louis Community College-Florissant Valley 1980 — 1983
Associate of Arts and Sciences (A.A.S.), Computer Programming, 3.8
Kanpur University, India 1972 — 1976
Master of Arts (MA), Economics
Retired and loving it! 2009 - Present
New York Life Insurance Company 1976 - 2011
Skills
IT Strategy, VMware, IT Management, Microsoft Exchange
Education
St. John's University
Bachelor of Arts (B.A.)
Regions Financial Corporation September 2015 - Present
FRS Partners April 2012 - April 2014
New York Life Insurance Company November 2011 - April 2012
Enterprise Holdings Inc. August 2007 - August 2011
Skills
Strategic Planning, Sales Process, Sales Management, Sales, Outlook, Management, Account Management, Cold Calling, Customer Retention, Customer Service, Enterprise Software, Customer Satisfaction, B2B, Salesforce.com, Team Building, Leadership, Training, Coaching, Sales Operations, Operations Management, Marketing, New Business Development, Team Leadership, Employee Training, Microsoft Office
Education
Saint Leo University 2000 — 2004
BA, Marketing, Management
BNBH Associates July 2013 - Present
Interstate Tire Distribution July 2012 - June 2013
New York Life Insurance Company. February 2012 - July 2012
New York Life Insurance February 2012 - July 2012
Dan's Foods July 2010 - February 2012
Brink's Inc January 2010 - June 2010
Mimi's Cafe February 2008 - October 2009
Applebee's June 2005 - February 2008
Skills
Customer Service, Microsoft Word, Microsoft Excel, Fixed Annuities, Finance, Retirement Planning, PowerPoint, Inventory Management, Time Management
Education
Salt Lake Community College 2007 — 2009
Associate's degree
Salt Lake Community College
General Education
University of Utah
New York Life Insurance Company June 2008 - Present
Skills
Assembler, Microsoft Excel, Mainframe, JCL, PLI, COBOL, VSAM, Microsoft Office, Fileaid, IBM Mainframe, TSO, Lotus Notes, BMC Remedy, CICS
Education
Saint Joseph's University 2004 — 2008
Bachelor of Science (B.S.), Decision & Systems Sciences
New York Life Insurance Company July 2012 - Present
Skills
Retirement Planning, Insurance, Public Relations, Strategic Communications, Fixed Annuities, Life Insurance, Media Relations, Investment Advisory, Financial Services, Asset Management, Equities, Finance, Investor Relations
Education
St. Bonaventure University 1971 — 1975
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
New York Life Insurance Company June 2013 - Present
Howard Consulting LLC November 2011 - June 2013
Fidelity Investments December 2006 - February 2009
Fidelity Investments May 2005 - December 2006
Fidelity Investments June 2004 - May 2005
Fidelity Investments October 2001 - June 2004
Fidelity Investments May 2000 - October 2001
Skills
Defined Contribution, Project Management, Compliance, Customer Service, Ad Hoc Reporting, Benefits Administration, Pension Administration, Employee Benefits, Non-Qualified Deferred...
Education
Saint Anselm College 1996 — 2000
Bachelor of Arts (B.A.), Sociology
Carpenter Technology December 2013 - Present
NASDAQ OMX January 2013 - December 2013
New York Life Insurance Company August 2012 - February 2013
Salisbury University August 2009 - June 2011
Education
Salisbury University 2007 — 2011
Bachelor of Arts (B.A.), Conflict Analysis and Business Management