New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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New York Life Insurance Company Employees
Employee
Years
Job
Industry
Timothy Popko Timothy Popko's New York Life Insurance Company Experience November 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company November 2013 - Present
Legal Aid Society of the Orange County Bar Association June 2013 - August 2013
Skills
Mutual Funds, Retirement Planning, Investments, 401k Rollovers, Account Management, Licensed in Long Term..., Life Insurance..., Estate Planning, Business Planning, Education Funding..., Buy-sell Agreements, Employee Benefits, Personal Finance, Asset Protection, Business Insurance..., Life Insurance
Education
SUNY Cortland 2009 — 2013
Bachelor of Science (BS), Business/Managerial Economics
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company November 2013 - Present
Legal Aid Society of the Orange County Bar Association June 2013 - August 2013
Skills
Mutual Funds, Retirement Planning, Investments, 401k Rollovers, Account Management, Licensed in Long Term..., Life Insurance..., Estate Planning, Business Planning, Education Funding..., Buy-sell Agreements, Employee Benefits, Personal Finance, Asset Protection, Business Insurance..., Life Insurance
Education
SUNY Cortland 2009 — 2013
Bachelor of Science (BS), Business/Managerial Economics
William Santini, MSA William Santini, MSA's New York Life Insurance Company Experience May 2013 - August 2013
Job Associate at KPMG
Industry Accounting
Experience
KPMG August 2015 - Present
Mueller Services September 2014 - May 2015
KPMG June 2014 - August 2014
University at Buffalo April 2011 - June 2014
New York Life Insurance Company May 2013 - August 2013
Carmel Fitness and Racquet Club August 2007 - August 2011
Skills
Notary Public,..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Windows 7, Windows XP Pro, Windows 95, PowerPoint, Leadership, JIRA, Residence Life, Lotus Notes, Suitability Analysis, Business Requirements, Student Affairs, NB21, Accounting, Access, Training, Budgets, QuickBooks
Education
State University of New York at Buffalo - School of Management 2014 — 2015
Master’s Degree, Accounting
State University of New York at Buffalo 2010 — 2014
Bachelor’s Degree, Accounting
John F. Kennedy High School 2008 — 2010
High School, Advanced Regents
KPMG August 2015 - Present
Mueller Services September 2014 - May 2015
KPMG June 2014 - August 2014
University at Buffalo April 2011 - June 2014
New York Life Insurance Company May 2013 - August 2013
Carmel Fitness and Racquet Club August 2007 - August 2011
Skills
Notary Public,..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Windows 7, Windows XP Pro, Windows 95, PowerPoint, Leadership, JIRA, Residence Life, Lotus Notes, Suitability Analysis, Business Requirements, Student Affairs, NB21, Accounting, Access, Training, Budgets, QuickBooks
Education
State University of New York at Buffalo - School of Management 2014 — 2015
Master’s Degree, Accounting
State University of New York at Buffalo 2010 — 2014
Bachelor’s Degree, Accounting
John F. Kennedy High School 2008 — 2010
High School, Advanced Regents
Sharise Beatong-Hall, MBA Sharise Beatong-Hall, MBA's New York Life Insurance Company Experience November 2011 - May 2013
Job Accounting Professional and Financial Planner
Industry Financial Services
Experience
SBH Financial Services March 2008 - Present
Center for Wealth Preservation March 2013 - January 2015
New York Life Insurance Company November 2011 - May 2013
Sleepy's June 2007 - November 2011
Bank of New York/ JPMorgan Chase May 2004 - May 2007
Skills
Small Business, Finance, Insurance, Strategic Financial..., Financial Services, Tax, Financial Analysis, Leadership, Customer Service, Retirement, QuickBooks, Investments, Life Insurance, Accounting, Accounts Payable, Business Planning, Employee Benefits, Microsoft Excel, Budgets, Securities, Risk Management, Mutual Funds, Financial Planners, Retirement Planning, Time Management, Financial Statements, Estate Planning, 401k, Fixed Annuities, Health Insurance, Disability Insurance, Analysis, Wealth Management, Investment Advisory, Bookkeeping, Payroll, General Ledger, Account Reconciliation, Invoicing, Financial Reporting, Series 63, Financial Advisory, Long-term Care, Series 6, Mortgage Lending, Business, Auditing, Accounts Receivable, Access, Tax Preparation
Education
State University of New York College at Old Westbury
Bachelor of Science (B.S.), Accounting
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
MALVERNE HIGH SCHOOL
SBH Financial Services March 2008 - Present
Center for Wealth Preservation March 2013 - January 2015
New York Life Insurance Company November 2011 - May 2013
Sleepy's June 2007 - November 2011
Bank of New York/ JPMorgan Chase May 2004 - May 2007
Skills
Small Business, Finance, Insurance, Strategic Financial..., Financial Services, Tax, Financial Analysis, Leadership, Customer Service, Retirement, QuickBooks, Investments, Life Insurance, Accounting, Accounts Payable, Business Planning, Employee Benefits, Microsoft Excel, Budgets, Securities, Risk Management, Mutual Funds, Financial Planners, Retirement Planning, Time Management, Financial Statements, Estate Planning, 401k, Fixed Annuities, Health Insurance, Disability Insurance, Analysis, Wealth Management, Investment Advisory, Bookkeeping, Payroll, General Ledger, Account Reconciliation, Invoicing, Financial Reporting, Series 63, Financial Advisory, Long-term Care, Series 6, Mortgage Lending, Business, Auditing, Accounts Receivable, Access, Tax Preparation
Education
State University of New York College at Old Westbury
Bachelor of Science (B.S.), Accounting
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
MALVERNE HIGH SCHOOL
Steven Solonch's New York Life Insurance Company Experience June 2011 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2011 - Present
New York Life Insurance Company October 2008 - June 2011
Skills
College Recruiting, Financial Recruiting, Training, Recruiting, Mutual Funds, Investments, Life Insurance, Insurance, Financial Services, Retirement, Long-term Care, Retirement Planning, Estate Planning, Fixed Annuities, Analysis, Securities, Disability Insurance, Strategic Financial..., Succession Planning, Business Planning, Leadership, Finance, Term Life Insurance
Education
SUNY New Paltz 2005 — 2007
Bachelor's Degree, Business, Management, Marketing
Newfield High School 1998 — 2001
New York Life Insurance Company June 2011 - Present
New York Life Insurance Company October 2008 - June 2011
Skills
College Recruiting, Financial Recruiting, Training, Recruiting, Mutual Funds, Investments, Life Insurance, Insurance, Financial Services, Retirement, Long-term Care, Retirement Planning, Estate Planning, Fixed Annuities, Analysis, Securities, Disability Insurance, Strategic Financial..., Succession Planning, Business Planning, Leadership, Finance, Term Life Insurance
Education
SUNY New Paltz 2005 — 2007
Bachelor's Degree, Business, Management, Marketing
Newfield High School 1998 — 2001
Irene Ye's New York Life Insurance Company Experience January 2015 - Present
Job Investment Accounting at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
United East Athletics Association 2011 - Present
Deloitte 2014 - 2014
Macy's 2013 - 2013
J & S Coverage Inc. 2012 - 2012
Lighthouse International 2010 - 2010
Education
State University of New York at Buffalo - School of Management
Bachelor of Science, Accounting
Eleanor Roosevelt High School 2006 — 2010
New York Life Insurance Company January 2015 - Present
United East Athletics Association 2011 - Present
Deloitte 2014 - 2014
Macy's 2013 - 2013
J & S Coverage Inc. 2012 - 2012
Lighthouse International 2010 - 2010
Education
State University of New York at Buffalo - School of Management
Bachelor of Science, Accounting
Eleanor Roosevelt High School 2006 — 2010
Jeff McKeown Jeff McKeown's New York Life Insurance Company Experience January 2010 - May 2010
Job Program Business Manager at Exelis, Inc. a wholly owned subsidiary of Harris Corporation
Industry Financial Services
Experience
Harris Corporation June 2015 - Present
Coordinated Care Services, Inc. May 2010 - June 2015
New York Life Insurance Company January 2010 - May 2010
Skills
Financial Reporting, Accounting, Microsoft Excel, Variance Analysis, Budgets, Financial Accounting, Managerial Finance, Account Reconciliation, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Forecasting, Auditing, Finance, Internal Controls, Cash Flow, Management
Education
State University of New York College at Brockport 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Harris Corporation June 2015 - Present
Coordinated Care Services, Inc. May 2010 - June 2015
New York Life Insurance Company January 2010 - May 2010
Skills
Financial Reporting, Accounting, Microsoft Excel, Variance Analysis, Budgets, Financial Accounting, Managerial Finance, Account Reconciliation, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Forecasting, Auditing, Finance, Internal Controls, Cash Flow, Management
Education
State University of New York College at Brockport 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Sheneya Wilson's New York Life Insurance Company Experience June 2015 - August 2015
Job Accounting Lab Assistant at State University of New York at Oswego
Industry Accounting
Experience
State University of New York at Oswego August 2015 - Present
New York Life Insurance Company June 2015 - August 2015
Student Association at SUNY Oswego August 2014 - May 2015
Dermody, Burke & Brown, CPAs, LLC January 2015 - April 2015
CBS Radio June 2014 - August 2014
State University of New York at Oswego March 2014 - April 2014
DICK'S Sporting Goods May 2013 - August 2013
Morrisville State College November 2012 - May 2013
Kmart Corporation May 2012 - September 2012
Skills
Accounting, Finance, Communication, Leadership, Computers, Social Listening, Networking, Team Leadership, Teamwork, Access, Retail, Tax, Sales, Management, Microsoft Excel
Education
State University of New York College at Oswego 2013 — 2016
Master of Business Administration (MBA), Accounting, 3.71
State University of New York College of Agriculture and Technology at Morrisville 2011 — 2013
Associate of Arts and Sciences (AAS), Accounting
State University of New York at Oswego August 2015 - Present
New York Life Insurance Company June 2015 - August 2015
Student Association at SUNY Oswego August 2014 - May 2015
Dermody, Burke & Brown, CPAs, LLC January 2015 - April 2015
CBS Radio June 2014 - August 2014
State University of New York at Oswego March 2014 - April 2014
DICK'S Sporting Goods May 2013 - August 2013
Morrisville State College November 2012 - May 2013
Kmart Corporation May 2012 - September 2012
Skills
Accounting, Finance, Communication, Leadership, Computers, Social Listening, Networking, Team Leadership, Teamwork, Access, Retail, Tax, Sales, Management, Microsoft Excel
Education
State University of New York College at Oswego 2013 — 2016
Master of Business Administration (MBA), Accounting, 3.71
State University of New York College of Agriculture and Technology at Morrisville 2011 — 2013
Associate of Arts and Sciences (AAS), Accounting
Jakob Hart Jakob Hart's New York Life Insurance Company Experience April 2013 - Present
Job Third generation Agent with New York Life helping families and business owners develop sound financial strategies
Industry Financial Services
Experience
Business Network International October 2013 - Present
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company April 2013 - Present
Bonefish Grill, 15 South Restaurante Enoteca, Rico's Italian Eatery, etc. April 2002 - April 2013
Skills
Retirement, Retirement Planning, Life Insurance, IRAs, 401(k) Rollovers, Fixed Annuities, Investments, Long Term Care Insurance, Wealth Accumulation, Asset Protection, Estate Planning, Gifting Strategies, Variable Annuities, Marketing, Sales Management, Microsoft Excel, Microsoft Word, Time Management, Strategic Planning, Social Media Marketing
Education
University of South Florida 2009 — 2011
Bachelor of Science (B.S.), Finance
Manatee Community College 2004 — 2008
Associate of Arts (A.A.), Fine and Studio Arts and Business
Riverview High School 2000 — 2004
High School Deploma
Business Network International October 2013 - Present
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company April 2013 - Present
Bonefish Grill, 15 South Restaurante Enoteca, Rico's Italian Eatery, etc. April 2002 - April 2013
Skills
Retirement, Retirement Planning, Life Insurance, IRAs, 401(k) Rollovers, Fixed Annuities, Investments, Long Term Care Insurance, Wealth Accumulation, Asset Protection, Estate Planning, Gifting Strategies, Variable Annuities, Marketing, Sales Management, Microsoft Excel, Microsoft Word, Time Management, Strategic Planning, Social Media Marketing
Education
University of South Florida 2009 — 2011
Bachelor of Science (B.S.), Finance
Manatee Community College 2004 — 2008
Associate of Arts (A.A.), Fine and Studio Arts and Business
Riverview High School 2000 — 2004
High School Deploma
Sharise Edwards Sharise Edwards's New York Life Insurance Company Experience February 2009 - December 2012
Job Customer Service
Industry Insurance
Experience
Cognosante April 2013 - May 2013
New York Life Insurance Company February 2009 - December 2012
PSCU February 2008 - February 2009
Macy's Credit Customer Service October 2005 - February 2008
Skills
Customer Service, Life..., Training, Customer Retention, Call Centers, Insurance, Sales
Education
St. Petersburg College
Associate of Arts (A.A.), Business Administration
Cognosante April 2013 - May 2013
New York Life Insurance Company February 2009 - December 2012
PSCU February 2008 - February 2009
Macy's Credit Customer Service October 2005 - February 2008
Skills
Customer Service, Life..., Training, Customer Retention, Call Centers, Insurance, Sales
Education
St. Petersburg College
Associate of Arts (A.A.), Business Administration
Patrick Batsford Patrick Batsford's New York Life Insurance Company Experience June 2013 - August 2014
Job Looking for a Career...not a job! Military and Sales Experience.
Industry Financial Services
Experience
Searching November 2014 - Present
New York Life Insurance Company June 2013 - August 2014
Skills
Water Analysis, Environmental..., Food Microbiology, Quality Auditing, Laboratory, Biology, Wet Chemistry, Financial Analysis, Life Insurance, Annuity Sales, Retirement Planning, Retirement Savings, 401k Rollovers, IRAs, Universal Life
Education
SUNY Cortland 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Biology, General
Searching November 2014 - Present
New York Life Insurance Company June 2013 - August 2014
Skills
Water Analysis, Environmental..., Food Microbiology, Quality Auditing, Laboratory, Biology, Wet Chemistry, Financial Analysis, Life Insurance, Annuity Sales, Retirement Planning, Retirement Savings, 401k Rollovers, IRAs, Universal Life
Education
SUNY Cortland 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Biology, General
Eddie Sosnowski Eddie Sosnowski's New York Life Insurance Company Experience September 2013 - January 2014
Job Financial Coordinator at Maimonides Medical Center
Industry Financial Services
Experience
Maimonides Medical Center January 2014 - Present
New York Life Insurance Company September 2013 - January 2014
Aviator Sports and Events Center 2009 - 2010
Brennan and Carr September 2004 - August 2008
Skills
Customer Service, Sales, Time Management, Social Networking, Teamwork, Facebook, Event Management, Social Media, Leadership, Access
Education
State University of New York College at Buffalo 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing
State University of New York College of Agriculture and Technology at Cobleskill 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Maimonides Medical Center January 2014 - Present
New York Life Insurance Company September 2013 - January 2014
Aviator Sports and Events Center 2009 - 2010
Brennan and Carr September 2004 - August 2008
Skills
Customer Service, Sales, Time Management, Social Networking, Teamwork, Facebook, Event Management, Social Media, Leadership, Access
Education
State University of New York College at Buffalo 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing
State University of New York College of Agriculture and Technology at Cobleskill 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Richard F. Virkler Jr., CLTC's New York Life Insurance Company Experience September 2012 - August 2014
Job Partner at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2014 - Present
New York Life Insurance Company September 2012 - August 2014
New England Financial October 2011 - September 2012
M & T Investment Group September 2008 - October 2011
Mohawk Valley Financial Group an office of MetLife December 2005 - August 2008
Skills
Recruiting, College Recruiting, Financial Recruiting, Hands- on Leader, Interviewing, Training, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Fixed Annuities, Insurance, Interviews, Leadership, Life Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Series 6, Series 63, Series 7, Strategic Financial..., Wealth Accumulation, Financial Advisory, Finance, Financial Planning, Investments, Sales
Education
Utica College of Syracuse University 2002 — 2003
Government and Politics, Government and Politics
Herkimer County Community College 2000 — 2002
Criminal Justice/Pre-Law, Pre-Law/Criminal Justice
State University of New York College at Brockport 1999 — 2000
MassMutual Financial Group August 2014 - Present
New York Life Insurance Company September 2012 - August 2014
New England Financial October 2011 - September 2012
M & T Investment Group September 2008 - October 2011
Mohawk Valley Financial Group an office of MetLife December 2005 - August 2008
Skills
Recruiting, College Recruiting, Financial Recruiting, Hands- on Leader, Interviewing, Training, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Fixed Annuities, Insurance, Interviews, Leadership, Life Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Series 6, Series 63, Series 7, Strategic Financial..., Wealth Accumulation, Financial Advisory, Finance, Financial Planning, Investments, Sales
Education
Utica College of Syracuse University 2002 — 2003
Government and Politics, Government and Politics
Herkimer County Community College 2000 — 2002
Criminal Justice/Pre-Law, Pre-Law/Criminal Justice
State University of New York College at Brockport 1999 — 2000
Anthony Stigliano's New York Life Insurance Company Experience June 2014 - Present
Job Volvo Financial Services
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
Sohn Real Estate January 2011 - Present
TD Bank Group October 2010 - September 2012
PNC 2008 - 2010
JPMorgan Chase June 2002 - August 2008
Skills
Problem Solving, Profitable, Sales Management, Loans, Credit, Business Development, Management, Sales, New Business Development, Coaching, Strategic Planning, Investments, Financial Services, Marketing, Financial Analysis, Banking, Cross Selling, Mortgage Lending, Consumer Lending, Small Business Lending, Relationship Management, Retail Banking, Commercial Banking, Finance, Hiring, Loan Origination, Branch Banking, Lines Of Credit, Home Equity Loans, Underwriting, Financial Risk, Insurance, Team Building, Mortgage Banking, Branch Management, Commercial Lending, Refinance, Commercial Mortgages, Credit Risk, Portfolio Management, Residential Mortgages, Leadership, Investment Properties, First Time Home Buyers
Education
Saint Thomas Aquinas College 1993 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New York Life Insurance Company June 2014 - Present
Sohn Real Estate January 2011 - Present
TD Bank Group October 2010 - September 2012
PNC 2008 - 2010
JPMorgan Chase June 2002 - August 2008
Skills
Problem Solving, Profitable, Sales Management, Loans, Credit, Business Development, Management, Sales, New Business Development, Coaching, Strategic Planning, Investments, Financial Services, Marketing, Financial Analysis, Banking, Cross Selling, Mortgage Lending, Consumer Lending, Small Business Lending, Relationship Management, Retail Banking, Commercial Banking, Finance, Hiring, Loan Origination, Branch Banking, Lines Of Credit, Home Equity Loans, Underwriting, Financial Risk, Insurance, Team Building, Mortgage Banking, Branch Management, Commercial Lending, Refinance, Commercial Mortgages, Credit Risk, Portfolio Management, Residential Mortgages, Leadership, Investment Properties, First Time Home Buyers
Education
Saint Thomas Aquinas College 1993 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ryan McDougall Ryan McDougall's New York Life Insurance Company Experience December 2009 - August 2012
Job Principal at MCD Benefits LLC
Industry Insurance
Experience
MCD Benefits LLC September 2012 - Present
New York Life Insurance Company December 2009 - August 2012
Skills
Retirement, Fixed Annuities, Term Life Insurance, Employee Benefits, 401k, Life Insurance, Health Insurance, Long-term Care, Insurance, Disability Insurance, Retirement Planning, Small Business, Long Term Care Insurance, Financial Planners, Pensions, Whole Life, Customer Service, Financial Planning
Education
Stony Brook University 2005 — 2009
Business Mgmt. Finance
State University of New York College at Cortland 2004 — 2005
MCD Benefits LLC September 2012 - Present
New York Life Insurance Company December 2009 - August 2012
Skills
Retirement, Fixed Annuities, Term Life Insurance, Employee Benefits, 401k, Life Insurance, Health Insurance, Long-term Care, Insurance, Disability Insurance, Retirement Planning, Small Business, Long Term Care Insurance, Financial Planners, Pensions, Whole Life, Customer Service, Financial Planning
Education
Stony Brook University 2005 — 2009
Business Mgmt. Finance
State University of New York College at Cortland 2004 — 2005
Jonathan Zhu Jonathan Zhu's New York Life Insurance Company Experience September 2013 - December 2013
Job Accounting Major at SUNY Geneseo
Industry Higher Education
Experience
New York Life Insurance Company September 2013 - December 2013
SUNY Geneseo September 2011 - June 2013
C&Z Dental Lab September 2009 - August 2011
Education
SUNY Geneseo 2011 — 2015
Bachelor of Science (BS), Accounting
Stuyvesant High School 2007 — 2011
New York Life Insurance Company September 2013 - December 2013
SUNY Geneseo September 2011 - June 2013
C&Z Dental Lab September 2009 - August 2011
Education
SUNY Geneseo 2011 — 2015
Bachelor of Science (BS), Accounting
Stuyvesant High School 2007 — 2011
Terry Gu Terry Gu's New York Life Insurance Company Experience June 2013 - October 2014
Job Real Estate Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
Baker Tilly Virchow Krause, LLP September 2013 - October 2014
New York Life Insurance Company June 2013 - October 2014
Skills
Microsoft Excel, ProSystem fx Tax, CCH ProSystem fx, CCH Intelliconnect, Caseware, Microsoft Word, PowerPoint, Finance, Financial Accounting, Customer Service, Financial Planning
Education
State University of New York at Buffalo 2012 — 2013
Master of Science (MS), Accounting, 3.21
State University of New York at Buffalo - School of Management 2008 — 2012
Bachelor's degree, Accounting, 3.51
PwC January 2015 - Present
Baker Tilly Virchow Krause, LLP September 2013 - October 2014
New York Life Insurance Company June 2013 - October 2014
Skills
Microsoft Excel, ProSystem fx Tax, CCH ProSystem fx, CCH Intelliconnect, Caseware, Microsoft Word, PowerPoint, Finance, Financial Accounting, Customer Service, Financial Planning
Education
State University of New York at Buffalo 2012 — 2013
Master of Science (MS), Accounting, 3.21
State University of New York at Buffalo - School of Management 2008 — 2012
Bachelor's degree, Accounting, 3.51
Michael Rappaport Michael Rappaport's New York Life Insurance Company Experience May 2010 - August 2010
Job Management Consultant
Industry Financial Services
Experience
Capco April 2015 - Present
Capco October 2013 - April 2015
Capco August 2012 - October 2013
Brown Brothers Harriman September 2011 - August 2012
New York Life Insurance Company May 2010 - August 2010
Madison Square Garden May 2009 - August 2009
Skills
Microsoft Excel, Forecasting, Budgets, Management Consulting, PowerPoint, Business Strategy, Risk Management, Financial Services, Financial Analysis, Consulting, Business Analysis, Finance, Corporate Finance
Education
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Finance and Marketing
Capco April 2015 - Present
Capco October 2013 - April 2015
Capco August 2012 - October 2013
Brown Brothers Harriman September 2011 - August 2012
New York Life Insurance Company May 2010 - August 2010
Madison Square Garden May 2009 - August 2009
Skills
Microsoft Excel, Forecasting, Budgets, Management Consulting, PowerPoint, Business Strategy, Risk Management, Financial Services, Financial Analysis, Consulting, Business Analysis, Finance, Corporate Finance
Education
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Finance and Marketing
Gregory Giammarco Gregory Giammarco's New York Life Insurance Company Experience December 2012 - April 2015
Job Financial Services Professional at Giammarco Advisors Agents and Brokers Ltd.
Industry Financial Services
Experience
GREGORY A GIAMMARCO INSURANCE AND INVESTMENTS September 2012 - Present
New York Life Insurance Company December 2012 - April 2015
Ravena Coeymans Selkirk Central School District October 2011 - May 2012
NYSASBO 1995 - 2012
Ichabod Crane Central School District November 2003 - October 2011
Town of Newburgh 1985 - 2005
REALTY USA 2003 - 2004
Webutuck Central School District March 2000 - November 2003
Pawling Central School District November 2000 - February 2001
Sugar Loaf Union Free School District April 2000 - November 2000
Skills
Health Insurance, Property & Casualty..., Term Life Insurance, Permanent Life Insurance, Personal Finance, Surety Bonds, Fixed Annuities, Investments, Estate Planning, Finance, Sales, Underwriting, Management, Training, Whole Life, Insurance, Life Insurance, Commercial Insurance, Long-term Care, Retirement Planning, Financial Planners, Small Business, Retirement, Pensions, Disability Insurance, Strategic Financial...
Education
SUNY New Paltz 1995 — 1996
C.A.S., School Business Administration
SUNY New Paltz 1984 — 1985
Master of Science (M.S.), Secondary Education and Teaching
SUNY New Paltz 1978 — 1982
Bachelor of Arts (B.A.), Chemistry - Bachelor of Arts
Cornell University - School of Industrial and Labor Relations
Certificate, Labor Relations - Collective Bargaining
Newburgh Schools
GREGORY A GIAMMARCO INSURANCE AND INVESTMENTS September 2012 - Present
New York Life Insurance Company December 2012 - April 2015
Ravena Coeymans Selkirk Central School District October 2011 - May 2012
NYSASBO 1995 - 2012
Ichabod Crane Central School District November 2003 - October 2011
Town of Newburgh 1985 - 2005
REALTY USA 2003 - 2004
Webutuck Central School District March 2000 - November 2003
Pawling Central School District November 2000 - February 2001
Sugar Loaf Union Free School District April 2000 - November 2000
Skills
Health Insurance, Property & Casualty..., Term Life Insurance, Permanent Life Insurance, Personal Finance, Surety Bonds, Fixed Annuities, Investments, Estate Planning, Finance, Sales, Underwriting, Management, Training, Whole Life, Insurance, Life Insurance, Commercial Insurance, Long-term Care, Retirement Planning, Financial Planners, Small Business, Retirement, Pensions, Disability Insurance, Strategic Financial...
Education
SUNY New Paltz 1995 — 1996
C.A.S., School Business Administration
SUNY New Paltz 1984 — 1985
Master of Science (M.S.), Secondary Education and Teaching
SUNY New Paltz 1978 — 1982
Bachelor of Arts (B.A.), Chemistry - Bachelor of Arts
Cornell University - School of Industrial and Labor Relations
Certificate, Labor Relations - Collective Bargaining
Newburgh Schools
Jennifer Soccio's New York Life Insurance Company Experience November 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2013 - Present
NYLIFE Securities LLC July 2014 - Present
Skills
Financial Services, Life Insurance, Retirement Planning, Insurance, Asset Protection, Protection..., Relationship Management, Problem Solving, Sales, Investments, Education Funding..., Lifetime Income..., Permanent Life Insurance, Term Life Insurance, Licensed in Long Term..., Grandchild Gifting, Annuity Sales, Risk Management, Personal Finance, Account Management, Business Insurance...
Education
SUNY Albany 2011 — 2013
Bachelor of Science (B.S.), Business Administration Concentration in Finance and Management, 3.35
SUNY Brockport 2009 — 2010
Accounting, 3.63
New York Life Insurance Company November 2013 - Present
NYLIFE Securities LLC July 2014 - Present
Skills
Financial Services, Life Insurance, Retirement Planning, Insurance, Asset Protection, Protection..., Relationship Management, Problem Solving, Sales, Investments, Education Funding..., Lifetime Income..., Permanent Life Insurance, Term Life Insurance, Licensed in Long Term..., Grandchild Gifting, Annuity Sales, Risk Management, Personal Finance, Account Management, Business Insurance...
Education
SUNY Albany 2011 — 2013
Bachelor of Science (B.S.), Business Administration Concentration in Finance and Management, 3.35
SUNY Brockport 2009 — 2010
Accounting, 3.63
Kyle Berger Kyle Berger's New York Life Insurance Company Experience July 2014 - May 2015
Job Healthcare Associate Underwriter at Zurich North America
Industry Insurance
Experience
Zurich North America August 2015 - Present
New York Life Insurance Company July 2014 - May 2015
Hart To Hart Entertainment May 2013 - August 2013
Health and Wellness Physical Therapy P.C. January 2012 - August 2012
Skills
Microsoft Office, Social Media, Research, Customer Service, Windows, Public Speaking, Microsoft Excel, Long-term Care, Teamwork, Project Management, Small Business, Insurance
Education
State University of New York College at Cortland 2011 — 2015
Bachelor of Science (B.S.), Business Economics, Finance Concentration, Exercise Science Minor--summa cum laude, 3.99
Zurich North America August 2015 - Present
New York Life Insurance Company July 2014 - May 2015
Hart To Hart Entertainment May 2013 - August 2013
Health and Wellness Physical Therapy P.C. January 2012 - August 2012
Skills
Microsoft Office, Social Media, Research, Customer Service, Windows, Public Speaking, Microsoft Excel, Long-term Care, Teamwork, Project Management, Small Business, Insurance
Education
State University of New York College at Cortland 2011 — 2015
Bachelor of Science (B.S.), Business Economics, Finance Concentration, Exercise Science Minor--summa cum laude, 3.99
Navin shah Navin shah's New York Life Insurance Company Experience January 2012 - Present
Job AGENT at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2012 - Present
The New India Assurance Co. Ltd. January 1988 - October 2011
LIC January 1988 - October 2010
Education
St. Xavier's College 1972 — 1974
Master of Business Administration (MBA), Marketing/Marketing Management, General, FIRST
ENGINEERING COLLEGE, MUMBAI ,INDIA 1965 — 1970
MECHNICAL ENGINEERING, Mechanical Engineering, FIRST
GOPALJI HEMARAJ HIGH SCHOOL BORIVLI, MUMBAI INDIA
New York Life Insurance Company January 2012 - Present
The New India Assurance Co. Ltd. January 1988 - October 2011
LIC January 1988 - October 2010
Education
St. Xavier's College 1972 — 1974
Master of Business Administration (MBA), Marketing/Marketing Management, General, FIRST
ENGINEERING COLLEGE, MUMBAI ,INDIA 1965 — 1970
MECHNICAL ENGINEERING, Mechanical Engineering, FIRST
GOPALJI HEMARAJ HIGH SCHOOL BORIVLI, MUMBAI INDIA
Maxine Lawson Maxine Lawson's New York Life Insurance Company Experience October 2014 - Present
Job Dedicated New York Life Agent helping to protect families in the Rochester area
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
Wells Fargo Home Mortgage February 2007 - March 2014
Wells Fargo February 2007 - March 2014
RAMS 2002 - 2007
First National bank of Rochester July 1989 - November 2002
Skills
Life Insurance, Grandchild Gifting, Whole Life Insurance, Retirement, Personal Finance
Education
State University of New York College at Brockport 1999 — 2002
Bachelor of Science (BS), Accounting
New York Life Insurance Company October 2014 - Present
Wells Fargo Home Mortgage February 2007 - March 2014
Wells Fargo February 2007 - March 2014
RAMS 2002 - 2007
First National bank of Rochester July 1989 - November 2002
Skills
Life Insurance, Grandchild Gifting, Whole Life Insurance, Retirement, Personal Finance
Education
State University of New York College at Brockport 1999 — 2002
Bachelor of Science (BS), Accounting
Scott Zeplowitz Scott Zeplowitz's New York Life Insurance Company Experience October 2013 - Present
Job New York Life
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
Mini Melts Ice Cream July 2010 - Present
Made in the Shade November 1996 - January 2011
American Hospitality Group April 2004 - April 2010
Stereo Advantage May 1994 - October 1998
Skills
Sales Management, Account Management, Budgets, Business Development, Business Planning, Coaching, Contract Negotiation, Customer Satisfaction, Customer Service, Food & Beverage, Forecasting, Key Account Management, Marketing, Marketing Communications, Marketing Strategy, Microsoft Office, Negotiation, New Business Development, Online Advertising, Sales, Sales Operations, Sales Process, Start-ups, Strategic Planning, Team Building, Time Management, Product Development, Financial Analysis, Insurance
Education
Buffalo State College 1996 — 1998
Bachelor, Business Management
SUNY Brockport 1993 — 1994
New York Life Insurance Company October 2013 - Present
Mini Melts Ice Cream July 2010 - Present
Made in the Shade November 1996 - January 2011
American Hospitality Group April 2004 - April 2010
Stereo Advantage May 1994 - October 1998
Skills
Sales Management, Account Management, Budgets, Business Development, Business Planning, Coaching, Contract Negotiation, Customer Satisfaction, Customer Service, Food & Beverage, Forecasting, Key Account Management, Marketing, Marketing Communications, Marketing Strategy, Microsoft Office, Negotiation, New Business Development, Online Advertising, Sales, Sales Operations, Sales Process, Start-ups, Strategic Planning, Team Building, Time Management, Product Development, Financial Analysis, Insurance
Education
Buffalo State College 1996 — 1998
Bachelor, Business Management
SUNY Brockport 1993 — 1994
Charles Mondo Charles Mondo's New York Life Insurance Company Experience August 2004 - March 2007
Job Market Development Specialist II NVIDIA & LaCie at Ingram Micro
Industry Information Technology and Services
Experience
Ingram Micro April 2014 - Present
NVIDIA April 2014 - Present
LaCie April 2014 - Present
RedStarTattoo.com October 2009 - Present
Ingram Micro September 2012 - March 2014
Ingram Micro August 2010 - August 2012
Microsoft August 2010 - August 2012
Transtar Autobody Technologies, Inc. November 2008 - September 2009
Enterprise Rent-A-Car March 2007 - November 2008
New York Life Insurance Company August 2004 - March 2007
Skills
•Proficient in..., Lead Generation, Email Marketing, CRM, Strategy, SEO, Marketing Strategy, Marketing, SEM, Management, Sales Operations, Integrated Marketing, Sales, Social Media Marketing, Microsoft Office, Solution Selling, Salesforce.com, Account Management
Education
State University of New York College at Fredonia 2000 — 2004
Bachelor of Science (BS)
Orchard Park High School
Ingram Micro April 2014 - Present
NVIDIA April 2014 - Present
LaCie April 2014 - Present
RedStarTattoo.com October 2009 - Present
Ingram Micro September 2012 - March 2014
Ingram Micro August 2010 - August 2012
Microsoft August 2010 - August 2012
Transtar Autobody Technologies, Inc. November 2008 - September 2009
Enterprise Rent-A-Car March 2007 - November 2008
New York Life Insurance Company August 2004 - March 2007
Skills
•Proficient in..., Lead Generation, Email Marketing, CRM, Strategy, SEO, Marketing Strategy, Marketing, SEM, Management, Sales Operations, Integrated Marketing, Sales, Social Media Marketing, Microsoft Office, Solution Selling, Salesforce.com, Account Management
Education
State University of New York College at Fredonia 2000 — 2004
Bachelor of Science (BS)
Orchard Park High School
Katty Lanier Katty Lanier's New York Life Insurance Company Experience November 2012 - Present
Job Dedicated agent with New York Life helping families, retirees, and small business owners in the Baltimore area.
Industry Insurance
Experience
New York Life Insurance Company November 2012 - Present
Skills
Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., IRAs, College Savings Plans, Life Insurance, Long Term Care Insurance
Education
State University of New York College at Fredonia
Criminal Justice
New York Life Insurance Company November 2012 - Present
Skills
Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., IRAs, College Savings Plans, Life Insurance, Long Term Care Insurance
Education
State University of New York College at Fredonia
Criminal Justice
NEAL B PATEL NEAL B PATEL's New York Life Insurance Company Experience January 1990 - February 1993
Job President at NBP Insurance Brokerage Inc
Industry Insurance
Experience
NBP Insurance Brokerage Inc March 1993 - Present
The Bennett Insurance Agency LLC October 2009 - Present
GR Reid Agency LLC October 2010 - Present
New York Life Insurance Company January 1990 - February 1993
Skills
Property & Casualty..., Commercial Insurance, Casualty, Underwriting, Professional Liability, Insurance, Disability Insurance, Finance, Casualty Insurance, Brokers, Analysis, General Insurance, Legal Liability, Management, Sales, New Business Development
Education
State University of New York College at Old Westbury
BS, Business Management
NBP Insurance Brokerage Inc March 1993 - Present
The Bennett Insurance Agency LLC October 2009 - Present
GR Reid Agency LLC October 2010 - Present
New York Life Insurance Company January 1990 - February 1993
Skills
Property & Casualty..., Commercial Insurance, Casualty, Underwriting, Professional Liability, Insurance, Disability Insurance, Finance, Casualty Insurance, Brokers, Analysis, General Insurance, Legal Liability, Management, Sales, New Business Development
Education
State University of New York College at Old Westbury
BS, Business Management
Daniel Maya's New York Life Insurance Company Experience June 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2011 - Present
Education
St. Thomas University 2001 — 2004
MIB, Masters in International Business
St. Thomas University 1998 — 2000
BA, Criminal Justice
New York Life Insurance Company June 2011 - Present
Education
St. Thomas University 2001 — 2004
MIB, Masters in International Business
St. Thomas University 1998 — 2000
BA, Criminal Justice
Bradley Aldrich Bradley Aldrich's New York Life Insurance Company Experience June 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company June 2014 - Present
Sidney Central School District September 2009 - August 2013
Skills
401k Rollovers, Licensed Life Insurance..., Mutual Funds, Annuity Sales, Financial Services, Licensed in Long Term..., Problem Solving, Building Relationships, Workshop Facilitation, Supplements to Employee...
Education
State University of New York College at Cortland 2007 — 2009
MST, Health Education
State University of New York College at Cortland 2003 — 2007
BSED, Physical Education
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company June 2014 - Present
Sidney Central School District September 2009 - August 2013
Skills
401k Rollovers, Licensed Life Insurance..., Mutual Funds, Annuity Sales, Financial Services, Licensed in Long Term..., Problem Solving, Building Relationships, Workshop Facilitation, Supplements to Employee...
Education
State University of New York College at Cortland 2007 — 2009
MST, Health Education
State University of New York College at Cortland 2003 — 2007
BSED, Physical Education
Roxanne Murtha Roxanne Murtha's New York Life Insurance Company Experience December 2014 - May 2015
Job Leasing Consultant
Industry Real Estate
Experience
New York Life Insurance Company December 2014 - May 2015
Morgan Property Management 2015 - 2015
Pohlman Family May 2012 - August 2014
Mimi Pohlman May 2012 - August 2014
Buffalo Wild Wings May 2008 - May 2013
McDonald's August 2004 - May 2008
Skills
Life Insurance, Retirement Planning, Lead Generation, Management, Customer Service, Sales, Problem Solving, Gifting Strategies, Social Media Marketing, Marketing, Term Life Insurance, Whole Life Insurance, Protection..., Education Funding..., Networking
Education
State University of New York College at Brockport 2006 — 2011
Health Science
New York Life Insurance Company December 2014 - May 2015
Morgan Property Management 2015 - 2015
Pohlman Family May 2012 - August 2014
Mimi Pohlman May 2012 - August 2014
Buffalo Wild Wings May 2008 - May 2013
McDonald's August 2004 - May 2008
Skills
Life Insurance, Retirement Planning, Lead Generation, Management, Customer Service, Sales, Problem Solving, Gifting Strategies, Social Media Marketing, Marketing, Term Life Insurance, Whole Life Insurance, Protection..., Education Funding..., Networking
Education
State University of New York College at Brockport 2006 — 2011
Health Science
Sean Soliva's New York Life Insurance Company Experience March 2005 - January 2006
Job Senior Branch Manager, Vice President at M&T Bank
Industry Financial Services
Experience
M&T Bank September 2007 - Present
Citizens Bank January 2006 - September 2007
New York Life Insurance Company March 2005 - January 2006
Disney ABC Television Group 2003 - 2004
Skills
Management, Financial Services, Banking, Banking Solutions, Networking, Life Insurance, Securities, Volunteering, Commercial Banking, Commercial Lending, Finance, Sales, Selling, Small Business, Leadership, Sales Management
Education
SUNY New Paltz 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General, 3.48
M&T Bank September 2007 - Present
Citizens Bank January 2006 - September 2007
New York Life Insurance Company March 2005 - January 2006
Disney ABC Television Group 2003 - 2004
Skills
Management, Financial Services, Banking, Banking Solutions, Networking, Life Insurance, Securities, Volunteering, Commercial Banking, Commercial Lending, Finance, Sales, Selling, Small Business, Leadership, Sales Management
Education
SUNY New Paltz 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General, 3.48
Paul T. Massie, CFA, CAIA Paul T. Massie, CFA, CAIA's New York Life Insurance Company Experience January 2011 - September 2013
Job Director Relationship Management, RIA & Private Bank Channel
Industry Financial Services
Experience
New York Life & MainStay Investments September 2013 - Present
New York Life Insurance Company January 2011 - September 2013
New York Life Insurance Company January 2010 - December 2010
New York Life Insurance Company July 2008 - December 2009
New York Life Insurance Company June 2007 - July 2008
Skills
Mutual Funds, Series 7, Investments, Series 24, Relationship Management, Chartered Financial..., Series 63, Series 65, CAIA, Asset Allocation, Alternative Investments, Investment Management
Education
State University of New York College at Cortland 2000 — 2004
BA, Business Economics
New York Life & MainStay Investments September 2013 - Present
New York Life Insurance Company January 2011 - September 2013
New York Life Insurance Company January 2010 - December 2010
New York Life Insurance Company July 2008 - December 2009
New York Life Insurance Company June 2007 - July 2008
Skills
Mutual Funds, Series 7, Investments, Series 24, Relationship Management, Chartered Financial..., Series 63, Series 65, CAIA, Asset Allocation, Alternative Investments, Investment Management
Education
State University of New York College at Cortland 2000 — 2004
BA, Business Economics
Eric Micheli Eric Micheli's New York Life Insurance Company Experience April 2012 - Present
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
New York Life Insurance Company April 2012 - Present
Skills
Personal Finance, Creative Problem Solving, Learning Quickly, People-oriented, Highly resourceful, Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Financial Services, IRAs
Education
SUNY Brockport 2007 — 2010
Irondequoit High School
SUNY Brockport
Wells Fargo October 2014 - Present
New York Life Insurance Company April 2012 - Present
Skills
Personal Finance, Creative Problem Solving, Learning Quickly, People-oriented, Highly resourceful, Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Financial Services, IRAs
Education
SUNY Brockport 2007 — 2010
Irondequoit High School
SUNY Brockport
Michelle S. Wright Michelle S. Wright's New York Life Insurance Company Experience June 2012 - Present
Job New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2012 - Present
GEICO June 2004 - September 2012
Skills
Insurance, Life Insurance, Whole Life, Term Life Insurance, Annuity Sales, Fixed Annuities, Retirement Savings, College Savings Plans, Cost Savings Strategies, Employee Benefits, Disability Insurance, Health Insurance, General Insurance, Property & Casualty...
Education
SUNY Cortland
New York Life Insurance Company June 2012 - Present
GEICO June 2004 - September 2012
Skills
Insurance, Life Insurance, Whole Life, Term Life Insurance, Annuity Sales, Fixed Annuities, Retirement Savings, College Savings Plans, Cost Savings Strategies, Employee Benefits, Disability Insurance, Health Insurance, General Insurance, Property & Casualty...
Education
SUNY Cortland
John Wenk John Wenk's New York Life Insurance Company Experience September 2011 - Present
Job Financial Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2011 - Present
The Trump Organization August 2009 - May 2011
Education
SUNY New Paltz 2005 — 2009
Bachelor's Degree, Communication & Media
New York Life Insurance Company September 2011 - Present
The Trump Organization August 2009 - May 2011
Education
SUNY New Paltz 2005 — 2009
Bachelor's Degree, Communication & Media
Christine S. Kinkead, PMP Christine S. Kinkead, PMP's New York Life Insurance Company Experience November 2011 - February 2013
Job Project Management Professional Experience in Operations and the Financial Industry
Industry Telecommunications
Experience
iTech Wireless Inc. February 2013 - Present
New York Life Insurance Company November 2011 - February 2013
JPMorgan Chase March 2010 - June 2011
MetLife August 1998 - January 2010
John Hancock Financial Services February 1998 - August 1998
Various Consulting Assignments July 1997 - January 1998
Lew Lieberbaum & Company June 1996 - July 1997
Renaissance Financial Services March 1996 - June 1996
CWH Associates May 1994 - December 1995
Furman Selz Incorporated June 1993 - May 1994
Skills
Project Management, Operations Management, Relationship Management, Compliance, Mutual Funds, Insurance, Investments, Employee Benefits, Fixed Annuities, Securities, 401k, Life Insurance, Finance, Financial Services, Portfolio Management, IRAs, Retirement Planning, Leadership, Retirement
Education
SUNY Stony Brook 2013 — 2013
Project Management Certification, Corporate Education & Training
State University of New York College at Oneonta 1983 — 1987
BS, Psychology
CW Post University
Certificate, Financial Planning
iTech Wireless Inc. February 2013 - Present
New York Life Insurance Company November 2011 - February 2013
JPMorgan Chase March 2010 - June 2011
MetLife August 1998 - January 2010
John Hancock Financial Services February 1998 - August 1998
Various Consulting Assignments July 1997 - January 1998
Lew Lieberbaum & Company June 1996 - July 1997
Renaissance Financial Services March 1996 - June 1996
CWH Associates May 1994 - December 1995
Furman Selz Incorporated June 1993 - May 1994
Skills
Project Management, Operations Management, Relationship Management, Compliance, Mutual Funds, Insurance, Investments, Employee Benefits, Fixed Annuities, Securities, 401k, Life Insurance, Finance, Financial Services, Portfolio Management, IRAs, Retirement Planning, Leadership, Retirement
Education
SUNY Stony Brook 2013 — 2013
Project Management Certification, Corporate Education & Training
State University of New York College at Oneonta 1983 — 1987
BS, Psychology
CW Post University
Certificate, Financial Planning
Fuat B. Kapucu Fuat B. Kapucu's New York Life Insurance Company Experience May 2011 - September 2011
Job Business Development Lead at Linum Home
Industry International Trade and Development
Experience
Linum Home February 2013 - Present
Merrill Lynch June 2012 - August 2012
SUNY New Paltz May 2010 - May 2012
New York Life Insurance Company May 2011 - September 2011
Borsa İstanbul AŞ January 2011 - February 2011
Hugo Boss June 2010 - August 2010
Skills
Equity Derivatives, PowerPoint, Project Management, Emerging Markets, Market Research, Microsoft Excel, Business Strategy, Data Analysis, New Business Development, Business Development, Financial Analysis, Financial Services, Investment Management, Microsoft Office, Business Planning, Logistics Management
Education
State University of New York at New Paltz 2011 — 2012
MBA Candidate, Finance
State University of New York at New Paltz 2007 — 2010
B.S. Degree - Cum Laude, Business Administration
Linum Home February 2013 - Present
Merrill Lynch June 2012 - August 2012
SUNY New Paltz May 2010 - May 2012
New York Life Insurance Company May 2011 - September 2011
Borsa İstanbul AŞ January 2011 - February 2011
Hugo Boss June 2010 - August 2010
Skills
Equity Derivatives, PowerPoint, Project Management, Emerging Markets, Market Research, Microsoft Excel, Business Strategy, Data Analysis, New Business Development, Business Development, Financial Analysis, Financial Services, Investment Management, Microsoft Office, Business Planning, Logistics Management
Education
State University of New York at New Paltz 2011 — 2012
MBA Candidate, Finance
State University of New York at New Paltz 2007 — 2010
B.S. Degree - Cum Laude, Business Administration
Chuck Misuraca Chuck Misuraca's New York Life Insurance Company Experience October 2012 - May 2013
Job IBM Pure App – Create Custom VSP using Pattern.next for OMS 9.4 at Perficient
Industry Information Technology and Services
Experience
Perficeint May 2013 - Present
New York Life Insurance Company October 2012 - May 2013
IBM ISSIS July 2011 - October 2012
Avnet Services: IBM Practice (formerly Ascendant Technology) April 2011 - July 2011
Perficient April 2010 - April 2011
IBM March 1985 - March 2010
Skills
Websphere, WebSphere Process Server, Enterprise Architecture, WebSphere Application..., SOA, AIX, WebSphere Message Broker, Architecture, Unix, Solution Architecture, SDLC, Java Enterprise Edition, High Availability, WebSphere MQ, Oracle, WebSphere ESB, EAI, Linux, Unix Shell Scripting, VMware, Databases, Solaris, ILOG, Data Center, Red Hat Linux, System Deployment, Middleware, DB2, Application Architecture, WebSphere Portal, Cluster, Technical Architecture, JMS, ESB, Web Services, SOAP, Architectures, IBM AIX, WebSphere, Shell Scripting
Education
State University of New York at New Paltz 1987 — 1989
BS, Computer Science
Perficeint May 2013 - Present
New York Life Insurance Company October 2012 - May 2013
IBM ISSIS July 2011 - October 2012
Avnet Services: IBM Practice (formerly Ascendant Technology) April 2011 - July 2011
Perficient April 2010 - April 2011
IBM March 1985 - March 2010
Skills
Websphere, WebSphere Process Server, Enterprise Architecture, WebSphere Application..., SOA, AIX, WebSphere Message Broker, Architecture, Unix, Solution Architecture, SDLC, Java Enterprise Edition, High Availability, WebSphere MQ, Oracle, WebSphere ESB, EAI, Linux, Unix Shell Scripting, VMware, Databases, Solaris, ILOG, Data Center, Red Hat Linux, System Deployment, Middleware, DB2, Application Architecture, WebSphere Portal, Cluster, Technical Architecture, JMS, ESB, Web Services, SOAP, Architectures, IBM AIX, WebSphere, Shell Scripting
Education
State University of New York at New Paltz 1987 — 1989
BS, Computer Science
Shakeel Munshi, PMP®,SCPM®,CSM® Shakeel Munshi, PMP®,SCPM®,CSM®'s New York Life Insurance Company Experience October 2005 - July 2012
Job Principal consultant in Program/Project Management at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson September 2013 - Present
Advertising Specialty Institute November 2012 - August 2013
New York Life Insurance Company October 2005 - July 2012
New York Life Insurance Company August 2000 - October 2005
INTERMEDIA GROUP, INC 2000 - 2003
Avesta Computer Services June 1999 - August 2000
Commercial Union Life Assurance Co. September 1998 - May 1999
Atlas Information Technology Ltd August 1996 - August 1998
Mumtaz Enterprises October 1994 - July 1996
Shirazi Investments April 1993 - September 1994
Skills
Program Management, Application Portfolio..., Project Management..., Product Management, Building Program &..., Application Development..., Solution Management, Escalation Handling and..., Engagement Management, Business Process..., Process Improvement, Database Administration..., Enterprise wide Data..., Risk and Issue..., Relationship Development, Software Development..., Web Services and Mobile..., Social Media, IT Management, IT Service Management, Vendor and Contract..., Account management, Risk Mitigation..., Application & Database..., Data warehouse Analysis..., Data Analysis & Modeling, Database Migration and..., Unix Shell scripting..., Applications, Management, Analysis, Computer Program, Designs, Data Analysis, PMI, Web Services, Risk Management, Project Governance, Data Warehousing, Software Development, Business Process Design, Project Management, CRM, Project Portfolio..., Business Analysis, Agile Methodologies, Disaster Recovery, SharePoint, Project Planning, Account Management
Education
Stanford University 2010 — 2012
Certificate of Advanced Project Management, Stanford Certified Project Management (SCPM)
Stevens Institute of Technology 2005 — 2007
MS, Technology Management
The International Universtiy 1996 — 1999
BS, Computer Science
Johnson & Johnson September 2013 - Present
Advertising Specialty Institute November 2012 - August 2013
New York Life Insurance Company October 2005 - July 2012
New York Life Insurance Company August 2000 - October 2005
INTERMEDIA GROUP, INC 2000 - 2003
Avesta Computer Services June 1999 - August 2000
Commercial Union Life Assurance Co. September 1998 - May 1999
Atlas Information Technology Ltd August 1996 - August 1998
Mumtaz Enterprises October 1994 - July 1996
Shirazi Investments April 1993 - September 1994
Skills
Program Management, Application Portfolio..., Project Management..., Product Management, Building Program &..., Application Development..., Solution Management, Escalation Handling and..., Engagement Management, Business Process..., Process Improvement, Database Administration..., Enterprise wide Data..., Risk and Issue..., Relationship Development, Software Development..., Web Services and Mobile..., Social Media, IT Management, IT Service Management, Vendor and Contract..., Account management, Risk Mitigation..., Application & Database..., Data warehouse Analysis..., Data Analysis & Modeling, Database Migration and..., Unix Shell scripting..., Applications, Management, Analysis, Computer Program, Designs, Data Analysis, PMI, Web Services, Risk Management, Project Governance, Data Warehousing, Software Development, Business Process Design, Project Management, CRM, Project Portfolio..., Business Analysis, Agile Methodologies, Disaster Recovery, SharePoint, Project Planning, Account Management
Education
Stanford University 2010 — 2012
Certificate of Advanced Project Management, Stanford Certified Project Management (SCPM)
Stevens Institute of Technology 2005 — 2007
MS, Technology Management
The International Universtiy 1996 — 1999
BS, Computer Science
Dominic Rivera Dominic Rivera's New York Life Insurance Company Experience June 2015 - Present
Job Customer Service Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
SUNY Oswego Communication Studies Office September 2011 - May 2015
New York Life Insurance Company May 2014 - September 2014
Skills
Time Management, Social Media, Public Speaking, Microsoft Office, PowerPoint, Facebook, Social Networking
Education
State University of New York College at Oswego 2011 — 2015
Bachelor of Arts (B.A.), Public Relations/Image Management
Fordham Preparatory School 2008 — 2011
General Excellence Academic Diploma
New York Life Insurance Company June 2015 - Present
SUNY Oswego Communication Studies Office September 2011 - May 2015
New York Life Insurance Company May 2014 - September 2014
Skills
Time Management, Social Media, Public Speaking, Microsoft Office, PowerPoint, Facebook, Social Networking
Education
State University of New York College at Oswego 2011 — 2015
Bachelor of Arts (B.A.), Public Relations/Image Management
Fordham Preparatory School 2008 — 2011
General Excellence Academic Diploma
Alexandra Nolan's New York Life Insurance Company Experience September 2009 - Present
Job Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2009 - Present
Skills
PowerPoint, Microsoft Excel, Public Speaking, Outlook, Windows, Strategic Planning, Negotiation, Event Planning, Team Building
Education
St. Thomas Aquinas College 2005 — 2009
Bachelor of Science (BS), Psychology, Business
New York Life Insurance Company September 2009 - Present
Skills
PowerPoint, Microsoft Excel, Public Speaking, Outlook, Windows, Strategic Planning, Negotiation, Event Planning, Team Building
Education
St. Thomas Aquinas College 2005 — 2009
Bachelor of Science (BS), Psychology, Business
David Ranegan David Ranegan's New York Life Insurance Company Experience July 2006 - October 2008
Job Lending & Insurance Specialist at Vanguard Funding
Industry Financial Services
Experience
Vanguard Funding May 2015 - Present
Capital One August 2014 - April 2015
Forest Hills Financial Group an agency of The Guardian Life Insurance Company of America New York,NY March 2013 - June 2014
Tuxedo Junction, Inc. October 2011 - February 2013
North Shore Financial Group, An Office of MetLife November 2008 - October 2011
New York Life Insurance Company July 2006 - October 2008
Topdot Mortgage 2005 - 2007
Skills
Fixed Annuities, Retirement Planning, 401k, Disability Insurance, Long-term Care, Series 63, Small Business, Securities, Employee Benefits, Estate Planning, Retirement, Finance, Financial Services, Mutual Funds, Financial Advisory, Financial Planners, Wealth Management, Life Insurance, Strategic Financial..., Asset Allocation, Insurance, Term Life Insurance, IRAs, Relationship Management, Banking, Personal Financial..., Financial Planning
Education
State University of New York College at Buffalo 2000 — 2005
B.A., Political Science
Holy Cross High School 1996 — 2000
The American College
LUTCF
Vanguard Funding May 2015 - Present
Capital One August 2014 - April 2015
Forest Hills Financial Group an agency of The Guardian Life Insurance Company of America New York,NY March 2013 - June 2014
Tuxedo Junction, Inc. October 2011 - February 2013
North Shore Financial Group, An Office of MetLife November 2008 - October 2011
New York Life Insurance Company July 2006 - October 2008
Topdot Mortgage 2005 - 2007
Skills
Fixed Annuities, Retirement Planning, 401k, Disability Insurance, Long-term Care, Series 63, Small Business, Securities, Employee Benefits, Estate Planning, Retirement, Finance, Financial Services, Mutual Funds, Financial Advisory, Financial Planners, Wealth Management, Life Insurance, Strategic Financial..., Asset Allocation, Insurance, Term Life Insurance, IRAs, Relationship Management, Banking, Personal Financial..., Financial Planning
Education
State University of New York College at Buffalo 2000 — 2005
B.A., Political Science
Holy Cross High School 1996 — 2000
The American College
LUTCF
Benn Spacher Benn Spacher's New York Life Insurance Company Experience January 2008 - February 2012
Job
Industry Computer Software
Experience
CATERTRAX October 2014 - Present
CaterTrax November 2012 - Present
CaterTrax March 2011 - November 2012
New York Life Insurance Company January 2008 - February 2012
Fee Brothers June 2005 - August 2010
Skills
Microsoft Office, Customer Service, Research, Windows, Photoshop, Teaching, HTML, CSS, SQL, Troubleshooting, Technical Support, Call Centers
Education
State University of New York College at Oswego 2007 — 2010
Bachelor of Science, Technology Education (B-12)
CATERTRAX October 2014 - Present
CaterTrax November 2012 - Present
CaterTrax March 2011 - November 2012
New York Life Insurance Company January 2008 - February 2012
Fee Brothers June 2005 - August 2010
Skills
Microsoft Office, Customer Service, Research, Windows, Photoshop, Teaching, HTML, CSS, SQL, Troubleshooting, Technical Support, Call Centers
Education
State University of New York College at Oswego 2007 — 2010
Bachelor of Science, Technology Education (B-12)
Kourtney Drumm Kourtney Drumm's New York Life Insurance Company Experience May 2001 - April 2004
Job Working Professional
Industry Restaurants
Experience
Applebees October 2005 - Present
Cracker Barrel Restaurant April 2004 - October 2005
New York Life Insurance Company May 2001 - April 2004
MetLife May 2001 - April 2004
Warner Brother’s Studio Store July 1999 - March 2001
Skills
Typing, Data Entry, Filing, copying, faxing, Microsoft Word
Education
SUNY Brockport 1995 — 2000
B.S, Communication
Canandaigua Acadmey 1991 — 1995
Regents, Music
Applebees October 2005 - Present
Cracker Barrel Restaurant April 2004 - October 2005
New York Life Insurance Company May 2001 - April 2004
MetLife May 2001 - April 2004
Warner Brother’s Studio Store July 1999 - March 2001
Skills
Typing, Data Entry, Filing, copying, faxing, Microsoft Word
Education
SUNY Brockport 1995 — 2000
B.S, Communication
Canandaigua Acadmey 1991 — 1995
Regents, Music
David Marshall David Marshall's New York Life Insurance Company Experience September 2010 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company September 2010 - Present
Skills
Retirement, Financial Services, Long Term Care Insurance, Finance, College Savings Plans, Fixed Annuities, Retirement Planning, Whole Life, Investments, Term Life Insurance, Securities, Estate Planning, IRAs, Life Insurance, Disability Insurance, Long-term Care, 401k Rollovers, 401k, Guaranteed Lifetime..., Roth IRA, Employee Benefits, Non-Qualified Deferred..., Universal Life
Education
State University of New York at Oswego 1981 — 1984
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company September 2010 - Present
Skills
Retirement, Financial Services, Long Term Care Insurance, Finance, College Savings Plans, Fixed Annuities, Retirement Planning, Whole Life, Investments, Term Life Insurance, Securities, Estate Planning, IRAs, Life Insurance, Disability Insurance, Long-term Care, 401k Rollovers, 401k, Guaranteed Lifetime..., Roth IRA, Employee Benefits, Non-Qualified Deferred..., Universal Life
Education
State University of New York at Oswego 1981 — 1984
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Angela Lizzio Angela Lizzio's New York Life Insurance Company Experience May 2002 - May 2003
Job Senior Account Executive at Verizon Business
Industry Telecommunications
Experience
Verizon Business January 2006 - Present
Verizon Business March 2004 - January 2006
Lenox Advisors May 2003 - March 2004
New York Life Insurance Company May 2002 - May 2003
Skills
Account Management, Sales Operations, Program Management, Sales, Telecommunications, CRM, Direct Sales, Management, Call Centers, Managed Services, Business Development, MPLS, Telephony, Professional Services, Unified Communications, Solution Selling, VoIP
Education
State University of New York at Oswego 1998 — 2002
Bachelor of Science, Public Relations
Verizon Business January 2006 - Present
Verizon Business March 2004 - January 2006
Lenox Advisors May 2003 - March 2004
New York Life Insurance Company May 2002 - May 2003
Skills
Account Management, Sales Operations, Program Management, Sales, Telecommunications, CRM, Direct Sales, Management, Call Centers, Managed Services, Business Development, MPLS, Telephony, Professional Services, Unified Communications, Solution Selling, VoIP
Education
State University of New York at Oswego 1998 — 2002
Bachelor of Science, Public Relations
Steven Lawrence, LUTC's New York Life Insurance Company Experience 2004 - Present
Job Partner at New York Life
Industry Financial Services
Experience
New York Life Insurance Company 2004 - Present
Mass Mutual Life Insurance Company September 1999 - November 2004
Mutual of New York (MONY) December 1988 - September 1999
Education
State University of New York College at Buffalo 1983 — 1987
BS, Business
New York Life Insurance Company 2004 - Present
Mass Mutual Life Insurance Company September 1999 - November 2004
Mutual of New York (MONY) December 1988 - September 1999
Education
State University of New York College at Buffalo 1983 — 1987
BS, Business
Cynthia Guldy, CLU Cynthia Guldy, CLU's New York Life Insurance Company Experience April 1980 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 1980 - Present
NYLIFE Securities LLC 1980 - Present
Skills
Financial Services, Business Insurance..., Estate Planning, Retirement Planning, Investments, Wealth Preservation..., Licensed in Long Term..., Small Business, Leadership, Public Speaking, Long-term Care, Wealth Management, Life Insurance
Education
State University of New York at New Paltz
BS, Education
The American College
CLU
New York Life Insurance Company April 1980 - Present
NYLIFE Securities LLC 1980 - Present
Skills
Financial Services, Business Insurance..., Estate Planning, Retirement Planning, Investments, Wealth Preservation..., Licensed in Long Term..., Small Business, Leadership, Public Speaking, Long-term Care, Wealth Management, Life Insurance
Education
State University of New York at New Paltz
BS, Education
The American College
CLU
Brendan O'Donnell, CLTC Brendan O'Donnell, CLTC's New York Life Insurance Company Experience January 2011 - June 2012
Job Area Development Manager at The Warranty Group
Industry Financial Services
Experience
The Warranty Group June 2013 - Present
Altitude Marketing March 2013 - April 2013
Be Relevant Group May 2012 - September 2012
New York Life Insurance Company January 2011 - June 2012
Bankers Conseco Life Insurance Company 2009 - 2010
cricket 2009 - 2010
Skills
Health Insurance, Insurance, Employee Benefits, Customer Service, Public Speaking, Life Insurance, Disability Insurance, Long-term Care, Banking, Fixed Annuities, Sales
Education
State University of New York College at Buffalo 1997 — 2003
B.A., History
Heim
Williamsville North
The Warranty Group June 2013 - Present
Altitude Marketing March 2013 - April 2013
Be Relevant Group May 2012 - September 2012
New York Life Insurance Company January 2011 - June 2012
Bankers Conseco Life Insurance Company 2009 - 2010
cricket 2009 - 2010
Skills
Health Insurance, Insurance, Employee Benefits, Customer Service, Public Speaking, Life Insurance, Disability Insurance, Long-term Care, Banking, Fixed Annuities, Sales
Education
State University of New York College at Buffalo 1997 — 2003
B.A., History
Heim
Williamsville North
Eric Guerrido Eric Guerrido's New York Life Insurance Company Experience September 2007 - October 2008
Job Sony Electronics Inc. MultiUnit Retail Management and Zone Training (Northeast)
Industry Consumer Electronics
Experience
Sony Electronics June 2015 - Present
Sony Electronics October 2012 - June 2015
Sony Electronics April 2010 - October 2012
Sony Electronics October 2008 - April 2010
New York Life Insurance Company September 2007 - October 2008
Circuit City February 2004 - September 2007
Circuit City February 2002 - February 2004
Circuit City October 1997 - February 2004
Skills
Training, Loss Prevention, New Business Development, Performance Management, Income Statement, Profit, Management, Budgets, Retail, Merchandising, Visual Merchandising, Store Management, Change Management, Talent Acquisition, P&L Management, Inventory Management, Team Building, Recruiting, Customer Service, Operations Management, Advertising, Time Management, Strategic Planning, Sales Operations, Customer Satisfaction, Hiring, Inventory Control, Big Box, Retail Sales, Employee Training, Consumer Electronics, Store Operations, Customer Retention, Teamwork, Employee Relations, Product Marketing, Planograms, Human Resources, Cross-functional Team..., Forecasting, Account Management, Marketing Strategy, Talent Management, Leadership, P, Sales, Team Leadership, Driving Results, Customer Experience, Sales Management
Education
State University of New York College at Old Westbury 1997 — 2002
BS, Business Management
Mount Saint Michael Academy 1992 — 1996
High School Diploma, General Studies
Sony Electronics June 2015 - Present
Sony Electronics October 2012 - June 2015
Sony Electronics April 2010 - October 2012
Sony Electronics October 2008 - April 2010
New York Life Insurance Company September 2007 - October 2008
Circuit City February 2004 - September 2007
Circuit City February 2002 - February 2004
Circuit City October 1997 - February 2004
Skills
Training, Loss Prevention, New Business Development, Performance Management, Income Statement, Profit, Management, Budgets, Retail, Merchandising, Visual Merchandising, Store Management, Change Management, Talent Acquisition, P&L Management, Inventory Management, Team Building, Recruiting, Customer Service, Operations Management, Advertising, Time Management, Strategic Planning, Sales Operations, Customer Satisfaction, Hiring, Inventory Control, Big Box, Retail Sales, Employee Training, Consumer Electronics, Store Operations, Customer Retention, Teamwork, Employee Relations, Product Marketing, Planograms, Human Resources, Cross-functional Team..., Forecasting, Account Management, Marketing Strategy, Talent Management, Leadership, P, Sales, Team Leadership, Driving Results, Customer Experience, Sales Management
Education
State University of New York College at Old Westbury 1997 — 2002
BS, Business Management
Mount Saint Michael Academy 1992 — 1996
High School Diploma, General Studies
Daniel J. Higgins Daniel J. Higgins's New York Life Insurance Company Experience 2002 - 2004
Job I am in the business of helping insurance professionals add productivity and profits to their bottom line.
Industry Financial Services
Experience
Fortress Brokerage Solutions September 2013 - Present
Legacy Partners of Georgia February 2011 - September 2013
Sterling Insurance, A Windsor Health Group Company March 2012 - May 2013
Bankers Life and Casualty March 2011 - March 2012
The Guardian Life Insurance Company September 2010 - February 2011
Penn Mutual October 2008 - September 2010
MetLife Financial Services May 2004 - October 2008
New York Life Insurance Company 2002 - 2004
Woodstock Financial Group, Inc. 1993 - 1995
Skills
Branch Management, Sales Recruitment, Sales Coach, Sales Management, Sales Improvement, Training/Mentoring, Wealth Management, Sales Team Training, Team Building, Call Center Development, Investment Strategies, Equity Trading, Insurance Planning, Financial Services, Medicare Supplements, Performance Improvement, Securities, Retirement Planning, Medicare, Financial Planning, Investments, Recruiting, Training, Strategic Financial..., Financial Planners, Sales, Insurance, Life Insurance, Long Term Care Insurance, Management Consulting, General Insurance, Term Life Insurance, Fixed Annuities, Executive Management, Business Development, Management, Selling, Risk Management, Sales Process, Coaching, Leadership, Cross-functional Team..., Employee Benefits, Disability Insurance, Long-term Care, Whole Life, Retirement, Finance
Education
The American College 2004 — 2010
CLU, ChFc & CFP
State University of New York at Oswego 1979 — 1984
BA, Political Science
Fortress Brokerage Solutions September 2013 - Present
Legacy Partners of Georgia February 2011 - September 2013
Sterling Insurance, A Windsor Health Group Company March 2012 - May 2013
Bankers Life and Casualty March 2011 - March 2012
The Guardian Life Insurance Company September 2010 - February 2011
Penn Mutual October 2008 - September 2010
MetLife Financial Services May 2004 - October 2008
New York Life Insurance Company 2002 - 2004
Woodstock Financial Group, Inc. 1993 - 1995
Skills
Branch Management, Sales Recruitment, Sales Coach, Sales Management, Sales Improvement, Training/Mentoring, Wealth Management, Sales Team Training, Team Building, Call Center Development, Investment Strategies, Equity Trading, Insurance Planning, Financial Services, Medicare Supplements, Performance Improvement, Securities, Retirement Planning, Medicare, Financial Planning, Investments, Recruiting, Training, Strategic Financial..., Financial Planners, Sales, Insurance, Life Insurance, Long Term Care Insurance, Management Consulting, General Insurance, Term Life Insurance, Fixed Annuities, Executive Management, Business Development, Management, Selling, Risk Management, Sales Process, Coaching, Leadership, Cross-functional Team..., Employee Benefits, Disability Insurance, Long-term Care, Whole Life, Retirement, Finance
Education
The American College 2004 — 2010
CLU, ChFc & CFP
State University of New York at Oswego 1979 — 1984
BA, Political Science
Robert J. Carnes's New York Life Insurance Company Experience March 2014 - February 2015
Job Director of Sales/Account Manager
Industry Medical Devices
Experience
WalterMedical February 2015 - Present
New York Life Insurance Company March 2014 - February 2015
Liberty Mutual Insurance March 2011 - May 2014
United States Marine Corps March 2007 - March 2011
Skills
Insurance, Leadership, Customer Service, Training, Sales, Team Building, Life Insurance, Cold Calling, Strategic Planning, Workers Compensation, Term Life Insurance, Microsoft Word, Team Leadership, Fixed Annuities
Education
State University of New York College at Brockport
Bachelor's Degree, Organizational Management
WalterMedical February 2015 - Present
New York Life Insurance Company March 2014 - February 2015
Liberty Mutual Insurance March 2011 - May 2014
United States Marine Corps March 2007 - March 2011
Skills
Insurance, Leadership, Customer Service, Training, Sales, Team Building, Life Insurance, Cold Calling, Strategic Planning, Workers Compensation, Term Life Insurance, Microsoft Word, Team Leadership, Fixed Annuities
Education
State University of New York College at Brockport
Bachelor's Degree, Organizational Management
Vincent Cucuzza, CFP® Vincent Cucuzza, CFP®'s New York Life Insurance Company Experience May 2007 - May 2011
Job Financial Planner/ Financial Services Representative
Industry Financial Services
Experience
Barnum Financial Group an Office of Metlife May 2011 - Present
New York Life Insurance Company May 2007 - May 2011
Skills
Retirement Planning, Insurance, Investment Advisory..., Strategic Financial...
Education
Saint John's University 2005 — 2007
Bachelor of Science (BS)
State University of New York College at Old Westbury 2003 — 2005
Bachelor of Science (BS)
Xaverian High School 1999 — 2003
Barnum Financial Group an Office of Metlife May 2011 - Present
New York Life Insurance Company May 2007 - May 2011
Skills
Retirement Planning, Insurance, Investment Advisory..., Strategic Financial...
Education
Saint John's University 2005 — 2007
Bachelor of Science (BS)
State University of New York College at Old Westbury 2003 — 2005
Bachelor of Science (BS)
Xaverian High School 1999 — 2003
Mark Kirsche Mark Kirsche's New York Life Insurance Company Experience May 2002 - September 2004
Job Registered Representative at Hazard & Siegel, Inc.
Industry Financial Services
Experience
Hazard & Siegel Advisory Services LLC February 2014 - Present
Allstate Financial May 2011 - February 2014
NBT Financial Group January 2008 - November 2010
Citizens Bank October 2004 - May 2007
New York Life Insurance Company May 2002 - September 2004
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Retirement, Investments, Mutual Funds, Fixed Annuities, 401k, IRAs, Insurance, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Financial Planning, Finance, Risk Management, Securities, Series 63, Financial Services
Education
Syracuse University
Bachelor of Science (BS), Civil Engineering
State University of New York at Delhi
Associate of Arts and Sciences (AAS), Architectural and Building Sciences/Technology
Hazard & Siegel Advisory Services LLC February 2014 - Present
Allstate Financial May 2011 - February 2014
NBT Financial Group January 2008 - November 2010
Citizens Bank October 2004 - May 2007
New York Life Insurance Company May 2002 - September 2004
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Retirement, Investments, Mutual Funds, Fixed Annuities, 401k, IRAs, Insurance, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Financial Planning, Finance, Risk Management, Securities, Series 63, Financial Services
Education
Syracuse University
Bachelor of Science (BS), Civil Engineering
State University of New York at Delhi
Associate of Arts and Sciences (AAS), Architectural and Building Sciences/Technology
Lawrence Spodick Lawrence Spodick's New York Life Insurance Company Experience June 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
DLB Securities, LLC September 2010 - June 2014
On Point Executions L.L.C. March 2009 - August 2010
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Estate Planning, IRA Rollovers
Education
State University of New York College at Oneonta 1979 — 1983
BS, Economics and Accounting
New York Life Insurance Company June 2014 - Present
DLB Securities, LLC September 2010 - June 2014
On Point Executions L.L.C. March 2009 - August 2010
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Estate Planning, IRA Rollovers
Education
State University of New York College at Oneonta 1979 — 1983
BS, Economics and Accounting
Amanda Peters's New York Life Insurance Company Experience November 2010 - September 2011
Job Digital Marketing Professional
Industry Marketing and Advertising
Experience
Ai Media Group, Inc. August 2015 - Present
Wolters Kluwer January 2014 - July 2015
HeBS Digital April 2013 - December 2013
Perception Research Services September 2011 - February 2013
LOFT January 2012 - May 2012
New York Life Insurance Company November 2010 - September 2011
ESPRIT September 2010 - January 2011
Olapic.com - Photo-sharing Start-up September 2010 - November 2010
Wells Fargo Financial June 2010 - August 2010
SUNY New Paltz American Marketing Association (AMA) Chapter April 2009 - May 2010
Skills
Marketing, Sales Promotion, Lead Generation, B2B Marketing, Digital Marketing, Email Marketing, LinkedIn Advertising, Salesforce.com, Advertising, Marketing Automation, Marketing Strategy, SEM, Google Adwords, Market Research, Management, Social Networking, Business Planning, Marketing Communications, CRM, Social Media, ROI Optimization, Social Media Marketing, Leadership, Research, Training, Teamwork, Proposal Writing, Presentation Skills, Public Relations, Google Analytics, Data Analysis, Customer Service, Fundraising, Microsoft Excel, Marketing Research, PowerPoint, Project Management
Education
State University of New York at New Paltz 2006 — 2010
Bachelor of Science
Ai Media Group, Inc. August 2015 - Present
Wolters Kluwer January 2014 - July 2015
HeBS Digital April 2013 - December 2013
Perception Research Services September 2011 - February 2013
LOFT January 2012 - May 2012
New York Life Insurance Company November 2010 - September 2011
ESPRIT September 2010 - January 2011
Olapic.com - Photo-sharing Start-up September 2010 - November 2010
Wells Fargo Financial June 2010 - August 2010
SUNY New Paltz American Marketing Association (AMA) Chapter April 2009 - May 2010
Skills
Marketing, Sales Promotion, Lead Generation, B2B Marketing, Digital Marketing, Email Marketing, LinkedIn Advertising, Salesforce.com, Advertising, Marketing Automation, Marketing Strategy, SEM, Google Adwords, Market Research, Management, Social Networking, Business Planning, Marketing Communications, CRM, Social Media, ROI Optimization, Social Media Marketing, Leadership, Research, Training, Teamwork, Proposal Writing, Presentation Skills, Public Relations, Google Analytics, Data Analysis, Customer Service, Fundraising, Microsoft Excel, Marketing Research, PowerPoint, Project Management
Education
State University of New York at New Paltz 2006 — 2010
Bachelor of Science
Matthew Palazzolo Matthew Palazzolo's New York Life Insurance Company Experience September 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
Barnes and Noble Hofstra University Bookstore May 2011 - August 2014
Neebo College Bookstore December 2013 - May 2014
Prince Umberto's Pizzeria April 2008 - November 2008
Skills
Account Management, Asset Protection, Building Effective..., Business Insurance..., Business Networking, Communication, Creative Problem Solving, Customer Relations, Direct Sales, Education Funding..., Estate Planning, Insurance, 401k Rollovers, IRA Rollovers, Key Person Insurance, Leadership, Annuity Sales, Lead Generation, Lifetime Income..., Life Insurance..., Skilled Multi-tasker, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Relationship Management, Sales, Small Business, Supplements to Employee..., Term Life Insurance, Thought Leadership, Time Management, Writing
Education
SUNY New Paltz 2010 — 2014
Bachelor's Degree, Marketing
Kellenberg Memorial High School 2006 — 2010
New York Life Insurance Company September 2014 - Present
Barnes and Noble Hofstra University Bookstore May 2011 - August 2014
Neebo College Bookstore December 2013 - May 2014
Prince Umberto's Pizzeria April 2008 - November 2008
Skills
Account Management, Asset Protection, Building Effective..., Business Insurance..., Business Networking, Communication, Creative Problem Solving, Customer Relations, Direct Sales, Education Funding..., Estate Planning, Insurance, 401k Rollovers, IRA Rollovers, Key Person Insurance, Leadership, Annuity Sales, Lead Generation, Lifetime Income..., Life Insurance..., Skilled Multi-tasker, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Relationship Management, Sales, Small Business, Supplements to Employee..., Term Life Insurance, Thought Leadership, Time Management, Writing
Education
SUNY New Paltz 2010 — 2014
Bachelor's Degree, Marketing
Kellenberg Memorial High School 2006 — 2010
Catherine Alemany's New York Life Insurance Company Experience September 2009 - June 2012
Job Student at St. Thomas University
Industry Insurance
Experience
Macy's November 2012 - August 2014
New York Life Insurance Company September 2009 - June 2012
The Classic Center June 2011 - August 2011
RICKY'S NYC August 2010 - November 2010
The Salvation Army July 2010 - August 2010
MetLife January 2008 - June 2009
Common Ground September 2007 - January 2008
Skills
Data Entry, Customer Service, Tutoring, Microsoft Office, Microsoft Word, Always Punctual, Highly responsible, Fast-paced, Event Planning, Spanish, Social Networking
Education
St. Thomas University 2012 — 2016
Psychology
Cristo Rey NY High School 2009 — 2012
High School Diploma, Elementary Education and Teaching
Macy's November 2012 - August 2014
New York Life Insurance Company September 2009 - June 2012
The Classic Center June 2011 - August 2011
RICKY'S NYC August 2010 - November 2010
The Salvation Army July 2010 - August 2010
MetLife January 2008 - June 2009
Common Ground September 2007 - January 2008
Skills
Data Entry, Customer Service, Tutoring, Microsoft Office, Microsoft Word, Always Punctual, Highly responsible, Fast-paced, Event Planning, Spanish, Social Networking
Education
St. Thomas University 2012 — 2016
Psychology
Cristo Rey NY High School 2009 — 2012
High School Diploma, Elementary Education and Teaching
Ciara Moloney's New York Life Insurance Company Experience June 2015 - Present
Job Student at State University of New York at Cortland
Industry
Experience
New York Life Insurance Company June 2015 - Present
SUNY Cortland August 2013 - Present
Education
State University of New York College at Cortland 2012 — 2015
Bachelor of Science (B.S.), Mathematics
New York Life Insurance Company June 2015 - Present
SUNY Cortland August 2013 - Present
Education
State University of New York College at Cortland 2012 — 2015
Bachelor of Science (B.S.), Mathematics
Robert Couse Robert Couse's New York Life Insurance Company Experience November 2006 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2006 - Present
JPMorgan Chase July 2008 - August 2012
Citi 2011 - 2011
Skills
Leadership, Recruiting, Training, Business Planning, Analysis, Insurance, Finance, Financial Services, Hiring, Investments, Securities, Retirement Planning, Mutual Funds, Portfolio Management, Financial Analysis, Strategic Financial..., Business, Series 7, Risk Management, Banking, Asset Management, Series 63, Wealth Management
Education
SUNY Oneonta 2002 — 2005
Bachelor of Science (B.S.), Business/Managerial Economics
New York Life Insurance Company November 2006 - Present
JPMorgan Chase July 2008 - August 2012
Citi 2011 - 2011
Skills
Leadership, Recruiting, Training, Business Planning, Analysis, Insurance, Finance, Financial Services, Hiring, Investments, Securities, Retirement Planning, Mutual Funds, Portfolio Management, Financial Analysis, Strategic Financial..., Business, Series 7, Risk Management, Banking, Asset Management, Series 63, Wealth Management
Education
SUNY Oneonta 2002 — 2005
Bachelor of Science (B.S.), Business/Managerial Economics
Ashesh Upadhyay Ashesh Upadhyay's New York Life Insurance Company Experience January 1991 - Present
Job Director at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 1991 - Present
Dreyfus April 1988 - December 1990
Skills
Investments, CPA, Financial Analysis, Strategic Planning, Vendor Management, Budget, Process Improvement, Hedge Funds, Management, Financial Modeling, Business Analysis, Finance, Financial Planning, Insurance, Securities, Strategic Financial...
Education
State University of New York at New Paltz 1983 — 1987
BS Accounting
New York Life Insurance Company January 1991 - Present
Dreyfus April 1988 - December 1990
Skills
Investments, CPA, Financial Analysis, Strategic Planning, Vendor Management, Budget, Process Improvement, Hedge Funds, Management, Financial Modeling, Business Analysis, Finance, Financial Planning, Insurance, Securities, Strategic Financial...
Education
State University of New York at New Paltz 1983 — 1987
BS Accounting
Bianca O'Brien, CLF, LUTCF, CLTC Bianca O'Brien, CLF, LUTCF, CLTC's New York Life Insurance Company Experience September 2012 - Present
Job Northeastern Agencies Zone CVP at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company September 2011 - September 2012
New York Life Insurance Company August 2008 - September 2011
New York Life Insurance Company 2004 - 2008
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Retirement, IRAs, Long-term Care, Estate Planning, Disability Insurance, Financial Planners, Mutual Funds, Strategic Financial..., Investments, Long Term Care Insurance, Term Life Insurance, Wealth Management, Securities, 401k Rollovers, Asset Allocation, Finance, Employee Benefits, Financial Services, Sales, Investment Advisory, 401k, Buy-sell Agreements, Leadership, Series 24, Series 7, Series 63, Small Business, Variable Annuities, Wealth, Whole Life, Asset Management, Business Planning, Financial Advisory, Roth IRA, Pensions, Financial Planning, FINRA, Health Insurance, Investment Management, Investment Strategies, Personal Finance, Training, Wealth Accumulation, Wealth Management..., Portfolio Management, Management
Education
State University of New York College at Oneonta
B.S., Business Economics
State University of New York College at Oneonta
Bachelor of Science (B.S.), Business/Managerial Economics
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company September 2011 - September 2012
New York Life Insurance Company August 2008 - September 2011
New York Life Insurance Company 2004 - 2008
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Retirement, IRAs, Long-term Care, Estate Planning, Disability Insurance, Financial Planners, Mutual Funds, Strategic Financial..., Investments, Long Term Care Insurance, Term Life Insurance, Wealth Management, Securities, 401k Rollovers, Asset Allocation, Finance, Employee Benefits, Financial Services, Sales, Investment Advisory, 401k, Buy-sell Agreements, Leadership, Series 24, Series 7, Series 63, Small Business, Variable Annuities, Wealth, Whole Life, Asset Management, Business Planning, Financial Advisory, Roth IRA, Pensions, Financial Planning, FINRA, Health Insurance, Investment Management, Investment Strategies, Personal Finance, Training, Wealth Accumulation, Wealth Management..., Portfolio Management, Management
Education
State University of New York College at Oneonta
B.S., Business Economics
State University of New York College at Oneonta
Bachelor of Science (B.S.), Business/Managerial Economics
Renan Zoffoli Renan Zoffoli's New York Life Insurance Company Experience June 2014 - Present
Job Licensed Agent at New York LIfe Insurance Company
Industry Insurance
Experience
New York LIfe Insurance Company June 2014 - Present
Education
State University of New York College at Geneseo 2009 — 2013
New York LIfe Insurance Company June 2014 - Present
Education
State University of New York College at Geneseo 2009 — 2013
Mina Fernandez's New York Life Insurance Company Experience December 2014 - Present
Job Agent , New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Skills
Customer Retention, Whole Life Insurance, Customer Satisfaction, Term Life Insurance, Long-term Care
Education
St. Scholastica's College Manila 2001 — 2004
Bachelor's Degree, Accounting and Finance
St. Scholastica's College Manila 1991 — 1995
Bachelor of Science in Accountancy, Accountancy
New York Life Insurance Company December 2014 - Present
Skills
Customer Retention, Whole Life Insurance, Customer Satisfaction, Term Life Insurance, Long-term Care
Education
St. Scholastica's College Manila 2001 — 2004
Bachelor's Degree, Accounting and Finance
St. Scholastica's College Manila 1991 — 1995
Bachelor of Science in Accountancy, Accountancy
Laura Cordero Laura Cordero's New York Life Insurance Company Experience 1997 - 2010
Job Independent Diamond Beachbody Coach
Industry Health, Wellness and Fitness
Experience
New York Life Insurance Company 1997 - 2010
Beth Abraham Hospital March 1995 - March 1997
Skills
Licensed Life Insurance..., Proficient Communicator, Microsoft Office, Customer Service, Health Insurance, Underwriting, Insurance, Client Development, Cloud Computing, Microsoft Excel, Manage Client..., Finance, Financial Services
Education
State University of New York College at Geneseo 1987 — 1991
Bachelor of Arts (BA), Communications Technologies/Technicians and Support Services
New York Life Insurance Company 1997 - 2010
Beth Abraham Hospital March 1995 - March 1997
Skills
Licensed Life Insurance..., Proficient Communicator, Microsoft Office, Customer Service, Health Insurance, Underwriting, Insurance, Client Development, Cloud Computing, Microsoft Excel, Manage Client..., Finance, Financial Services
Education
State University of New York College at Geneseo 1987 — 1991
Bachelor of Arts (BA), Communications Technologies/Technicians and Support Services
Frank Crudele Frank Crudele's New York Life Insurance Company Experience June 2000 - May 2001
Job Accounting Associate/Medical Billing Analyst at AccessCNY
Industry Accounting
Experience
AccessCNY July 2015 - Present
Legrand, North America April 2015 - June 2015
POMCO Group July 2002 - March 2015
New York Life Insurance Company June 2000 - May 2001
Excellus BCBS May 1995 - June 2000
Skills
Accounts Receivable, Financial Accounting, Reporting & Analysis, Auditing, Process Improvement, Team Leadership, Mentoring, Call Centers, Customer Service, Health Insurance, Presentation Skills, COBRA, Sales, Insurance, Training, Invoicing, Budget Analysis, Microsoft Excel, Client Billing
Education
State University of New York College at Fredonia 1987 — 1991
Bachelor of Applied Science (BASc), Business Administration and Management, General
AccessCNY July 2015 - Present
Legrand, North America April 2015 - June 2015
POMCO Group July 2002 - March 2015
New York Life Insurance Company June 2000 - May 2001
Excellus BCBS May 1995 - June 2000
Skills
Accounts Receivable, Financial Accounting, Reporting & Analysis, Auditing, Process Improvement, Team Leadership, Mentoring, Call Centers, Customer Service, Health Insurance, Presentation Skills, COBRA, Sales, Insurance, Training, Invoicing, Budget Analysis, Microsoft Excel, Client Billing
Education
State University of New York College at Fredonia 1987 — 1991
Bachelor of Applied Science (BASc), Business Administration and Management, General
Jason Yu Jason Yu's New York Life Insurance Company Experience June 2011 - August 2011
Job Sr Associate at Uber
Industry Internet
Experience
Uber July 2015 - Present
Snappning March 2015 - June 2015
Affirm, Inc. July 2013 - February 2015
Affirm, Inc. March 2013 - July 2013
Bivium Capital Partners June 2012 - February 2013
New York Life Insurance Company June 2011 - August 2011
Skills
Analytics, R, Data Analysis, Research, Quantitative Analytics, Statistics, Operations Research, Data Mining, Microsoft Excel, Objective-C, Swift
Education
Stanford University 2010 — 2012
MS, Management Science & Engineering
University of Washington 2006 — 2010
BS, Economics, Applied and Computational Mathematical Sciences
Uber July 2015 - Present
Snappning March 2015 - June 2015
Affirm, Inc. July 2013 - February 2015
Affirm, Inc. March 2013 - July 2013
Bivium Capital Partners June 2012 - February 2013
New York Life Insurance Company June 2011 - August 2011
Skills
Analytics, R, Data Analysis, Research, Quantitative Analytics, Statistics, Operations Research, Data Mining, Microsoft Excel, Objective-C, Swift
Education
Stanford University 2010 — 2012
MS, Management Science & Engineering
University of Washington 2006 — 2010
BS, Economics, Applied and Computational Mathematical Sciences
Sal Pensiero Sal Pensiero's New York Life Insurance Company Experience September 2015 - Present
Job Chartered Retirement Planning Counselor CRPC®
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company August 2007 - September 2015
AmeriLife & Health Services August 2005 - August 2007
United American Insurance Company March 2004 - July 2005
TDP Group September 2002 - December 2003
HSN July 1992 - September 2002
Crown Lounge, Talk of The Town, Flamingo Rd, ABC Lounge, City Lights, various radio voiceover work June 1979 - July 1994
Skills
Sales, Training, Finacial, Retirement Planning, Fixed Annuities, Life Insurance, Microsoft Excel, Microsoft Word, Microsoft Office, Consumer Electronics, Purchasing Negotiation, On-air Experience, Purchasing, Marketing, Radio Broadcasting, Voice Broadcasting, Technical Product Sales, Technical Product..., Social Networking, Management, Sports Writing, Creative Writing, Italian Translation, Merchandising, Inventory Management
Education
Columbia School of Broadcasting
Radio and Television Broadcasting
Seminole High School
St. Petersburg College
Mass Communications & Journalism
University of South Florida
Mass Communications
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company August 2007 - September 2015
AmeriLife & Health Services August 2005 - August 2007
United American Insurance Company March 2004 - July 2005
TDP Group September 2002 - December 2003
HSN July 1992 - September 2002
Crown Lounge, Talk of The Town, Flamingo Rd, ABC Lounge, City Lights, various radio voiceover work June 1979 - July 1994
Skills
Sales, Training, Finacial, Retirement Planning, Fixed Annuities, Life Insurance, Microsoft Excel, Microsoft Word, Microsoft Office, Consumer Electronics, Purchasing Negotiation, On-air Experience, Purchasing, Marketing, Radio Broadcasting, Voice Broadcasting, Technical Product Sales, Technical Product..., Social Networking, Management, Sports Writing, Creative Writing, Italian Translation, Merchandising, Inventory Management
Education
Columbia School of Broadcasting
Radio and Television Broadcasting
Seminole High School
St. Petersburg College
Mass Communications & Journalism
University of South Florida
Mass Communications
Stephen Scherrer Stephen Scherrer's New York Life Insurance Company Experience February 2014 - Present
Job New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
The Walt Disney Company August 2013 - January 2014
New York Jets July 2012 - January 2013
State Farm May 2012 - July 2012
Nike April 2008 - August 2009
Skills
Customer Service, Social Media, Social Networking, Event Management, Microsoft Office, Marketing, Teamwork, Sales, PowerPoint, Microsoft Excel, Leadership, Communication, Financial Services, Marketing Strategy, Retail, Retirement Planning, Life Insurance, Public Speaking, Microsoft Word, Time Management
Education
State University of New York College at Cortland 2009 — 2013
Bachelor of Science (BS), Business Economics
New York Life Insurance Company February 2014 - Present
The Walt Disney Company August 2013 - January 2014
New York Jets July 2012 - January 2013
State Farm May 2012 - July 2012
Nike April 2008 - August 2009
Skills
Customer Service, Social Media, Social Networking, Event Management, Microsoft Office, Marketing, Teamwork, Sales, PowerPoint, Microsoft Excel, Leadership, Communication, Financial Services, Marketing Strategy, Retail, Retirement Planning, Life Insurance, Public Speaking, Microsoft Word, Time Management
Education
State University of New York College at Cortland 2009 — 2013
Bachelor of Science (BS), Business Economics
Nathan Franklin Nathan Franklin's New York Life Insurance Company Experience May 2015 - Present
Job Life Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Domino's Pizza October 2014 - May 2015
Royal Farms] May 2014 - May 2015
Papa John's International January 2014 - January 2015
Staffmark June 2012 - January 2014
Golden Corral Corporation January 2009 - January 2012
Skills
Microsoft Excel, Finance, Microsoft Word, PowerPoint, Spanish, Customer Service, Time Management, Leadership, Social Media, Microsoft Office
Education
St. Thomas Aquinas College 2011 — 2016
Bachelor's Degree, Finance, General
St. Thomas Aquinas College 2011 — 2016
Bachelor of Science (B.S.), Finance, Business, Senior
New York Life Insurance Company May 2015 - Present
Domino's Pizza October 2014 - May 2015
Royal Farms] May 2014 - May 2015
Papa John's International January 2014 - January 2015
Staffmark June 2012 - January 2014
Golden Corral Corporation January 2009 - January 2012
Skills
Microsoft Excel, Finance, Microsoft Word, PowerPoint, Spanish, Customer Service, Time Management, Leadership, Social Media, Microsoft Office
Education
St. Thomas Aquinas College 2011 — 2016
Bachelor's Degree, Finance, General
St. Thomas Aquinas College 2011 — 2016
Bachelor of Science (B.S.), Finance, Business, Senior
Melissa Parietti's New York Life Insurance Company Experience August 2014 - October 2015
Job Writer
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - October 2015
Pioneer Credit Recovery June 2012 - May 2013
Skills
Employee Benefits, Income Protection, Life Insurance...
Education
State University of New York College at Geneseo 2009 — 2013
Bachelor's Degree, Business Administration
Half Hollow Hills High School East 2005 — 2009
High School, Honors/Regents High School/Secondary Diploma Program
New York Life Insurance Company August 2014 - October 2015
Pioneer Credit Recovery June 2012 - May 2013
Skills
Employee Benefits, Income Protection, Life Insurance...
Education
State University of New York College at Geneseo 2009 — 2013
Bachelor's Degree, Business Administration
Half Hollow Hills High School East 2005 — 2009
High School, Honors/Regents High School/Secondary Diploma Program
Nelly Vanessa Bernal Nelly Vanessa Bernal's New York Life Insurance Company Experience March 2015 - Present
Job Dedicated New York Life Agent helping to protect families in the Westchester County Area.
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
The Rey Insurance Agency, Inc. February 2007 - September 2014
Skills
Asset Protection, Business Insurance..., Education Funding..., Protection Planning/..., Strategic Planning, Retirement, Social Media Marketing, Customer Relations, Teamwork
Education
State University of New York at Delhi 2009 — 2011
Business Administration and Management, General
New York Life Insurance Company March 2015 - Present
The Rey Insurance Agency, Inc. February 2007 - September 2014
Skills
Asset Protection, Business Insurance..., Education Funding..., Protection Planning/..., Strategic Planning, Retirement, Social Media Marketing, Customer Relations, Teamwork
Education
State University of New York at Delhi 2009 — 2011
Business Administration and Management, General
Zakee Kinlaw Zakee Kinlaw's New York Life Insurance Company Experience June 2015 - Present
Job Summer Intern at New York Life Insurance Company
Industry Management Consulting
Experience
New York Life Insurance Company June 2015 - Present
Abercrombie & Fitch October 2014 - Present
Wildlife Conservation Society June 2009 - August 2014
TJ Maxx September 2012 - May 2013
Skills
Project Management, Customer Service, Operations Management, Retail Sales, Social Media, Microsoft Office, Strategic Planning, Metric Development
Education
State University of New York College at Buffalo 2012 — 2016
Business Administration and Management, General
New York Life Insurance Company June 2015 - Present
Abercrombie & Fitch October 2014 - Present
Wildlife Conservation Society June 2009 - August 2014
TJ Maxx September 2012 - May 2013
Skills
Project Management, Customer Service, Operations Management, Retail Sales, Social Media, Microsoft Office, Strategic Planning, Metric Development
Education
State University of New York College at Buffalo 2012 — 2016
Business Administration and Management, General
Ramfis Montalvo's New York Life Insurance Company Experience June 2006 - December 2006
Job Specialty Insurance Underwriter at Chubb Insurance
Industry Financial Services
Experience
Chubb Insurance August 2014 - Present
The Home Depot January 2012 - July 2014
The Reliance Group November 2011 - April 2012
New York Life Insurance Company June 2006 - December 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Java, COBOL, Actuarial Science, Actuarial Exams, Access, Client Relations Skills, Customer Service, Customer Satisfaction
Education
State University of New York at Albany 2012 — 2014
Bachelor of Science (BS), Actuarial Science
State University of New York College at Cortland 2003 — 2005
Bachelor of Science (BS), Business Economics
Chubb Insurance August 2014 - Present
The Home Depot January 2012 - July 2014
The Reliance Group November 2011 - April 2012
New York Life Insurance Company June 2006 - December 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Java, COBOL, Actuarial Science, Actuarial Exams, Access, Client Relations Skills, Customer Service, Customer Satisfaction
Education
State University of New York at Albany 2012 — 2014
Bachelor of Science (BS), Actuarial Science
State University of New York College at Cortland 2003 — 2005
Bachelor of Science (BS), Business Economics
Hendry Halim Hendry Halim's New York Life Insurance Company Experience August 2012 - June 2013
Job IT/Financial Professional
Industry Financial Services
Experience
Independent Financial Professional July 2013 - Present
New York Life Insurance Company August 2012 - June 2013
IT consultant Self Employed July 2002 - July 2012
IBM July 2000 - June 2002
Solectron October 1984 - June 2000
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Health Insurance, Insurance, Term Life Insurance, IRAs, Mutual Funds, 401k, Investment Strategies, Small Business, Long-term Care, Investments, Portfolio Management, Long Term Care Insurance, Whole Life, Asset, Universal Life, Wealth, Financial Planners, IT Management, Cross-functional Team..., Help Desk Support, Business Analysis, Data Analysis, Systems Analysis, System Architecture, MRP, Logistics Management, Financial Planning, Integration, Project Management
Education
Stanford University 1982 — 1984
Master's Degree, Industrial Engineering and Operations Research
University of London 1979 — 1982
Bachelor of Science (BSc), Mechanical Engineering, First Class Honors
Independent Financial Professional July 2013 - Present
New York Life Insurance Company August 2012 - June 2013
IT consultant Self Employed July 2002 - July 2012
IBM July 2000 - June 2002
Solectron October 1984 - June 2000
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Health Insurance, Insurance, Term Life Insurance, IRAs, Mutual Funds, 401k, Investment Strategies, Small Business, Long-term Care, Investments, Portfolio Management, Long Term Care Insurance, Whole Life, Asset, Universal Life, Wealth, Financial Planners, IT Management, Cross-functional Team..., Help Desk Support, Business Analysis, Data Analysis, Systems Analysis, System Architecture, MRP, Logistics Management, Financial Planning, Integration, Project Management
Education
Stanford University 1982 — 1984
Master's Degree, Industrial Engineering and Operations Research
University of London 1979 — 1982
Bachelor of Science (BSc), Mechanical Engineering, First Class Honors
Ariel Boyle's New York Life Insurance Company Experience May 2011 - August 2011
Job Treasury Analyst at AIG
Industry Financial Services
Experience
AIG November 2013 - Present
Bank of America June 2012 - October 2013
Build-A-Bear Workshop June 2007 - January 2012
New York Life Insurance Company May 2011 - August 2011
Geneseo University Book Store August 2009 - May 2011
Lenox Advisors May 2010 - July 2010
Skills
Financial Analysis, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Forecasting, Microsoft Word, Variance Analysis, Analysis, Finance, Managerial Finance, Corporate Finance, Auditing, Financial Reporting, Access, Data Analysis, Time Management, Financial Accounting, Account Reconciliation, Outlook, Essbase, Hyperion Planning, Budgets, Financial Modeling, Internal Audit, Cash Flow Forecasting, Liquidity Management, Liquidity Risk
Education
SUNY Geneseo 2008 — 2012
Bachelor of Science (B.S.), Accounting
Nanuet Senior High School
AIG November 2013 - Present
Bank of America June 2012 - October 2013
Build-A-Bear Workshop June 2007 - January 2012
New York Life Insurance Company May 2011 - August 2011
Geneseo University Book Store August 2009 - May 2011
Lenox Advisors May 2010 - July 2010
Skills
Financial Analysis, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Forecasting, Microsoft Word, Variance Analysis, Analysis, Finance, Managerial Finance, Corporate Finance, Auditing, Financial Reporting, Access, Data Analysis, Time Management, Financial Accounting, Account Reconciliation, Outlook, Essbase, Hyperion Planning, Budgets, Financial Modeling, Internal Audit, Cash Flow Forecasting, Liquidity Management, Liquidity Risk
Education
SUNY Geneseo 2008 — 2012
Bachelor of Science (B.S.), Accounting
Nanuet Senior High School
Don Weis, CLF, LUTCF Managing Partner's New York Life Insurance Company Experience March 2014 - Present
Job Creating a Culture of Success For My Sales Organization Is My Passion. What Inspires You?
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company September 2012 - March 2014
New York Life Insurance Company April 2009 - September 2012
New York Life Insurance Company March 2006 - April 2009
DJ'S Arena September 2000 - May 2005
DJ'S Arena, INC May 2000 - March 2005
Skills
Insurance, Recruiting, Retirement Planning, Retirement, Coaching, Team Building, Estate Planning, Leadership, Hiring, LUTCF, Management, Problem Solving, IRA Rollovers
Education
State University of New York College at Oneonta 1992 — 1996
BS, Business Economics
Saint Francis Prepatory 1987 — 1991
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company September 2012 - March 2014
New York Life Insurance Company April 2009 - September 2012
New York Life Insurance Company March 2006 - April 2009
DJ'S Arena September 2000 - May 2005
DJ'S Arena, INC May 2000 - March 2005
Skills
Insurance, Recruiting, Retirement Planning, Retirement, Coaching, Team Building, Estate Planning, Leadership, Hiring, LUTCF, Management, Problem Solving, IRA Rollovers
Education
State University of New York College at Oneonta 1992 — 1996
BS, Business Economics
Saint Francis Prepatory 1987 — 1991
Laura Metzger's New York Life Insurance Company Experience June 2015 - Present
Job at
Industry Real Estate
Experience
New York Life Insurance Company June 2015 - Present
BH & G Rand Realty December 2013 - Present
Better Homes and Gardens Rand Realty January 2009 - Present
Education
SUNY New Paltz
B.A., Liberal Arts
State University of New York at New Paltz
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company June 2015 - Present
BH & G Rand Realty December 2013 - Present
Better Homes and Gardens Rand Realty January 2009 - Present
Education
SUNY New Paltz
B.A., Liberal Arts
State University of New York at New Paltz
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Chris Horan Chris Horan's New York Life Insurance Company Experience January 1991 - January 1993
Job Senior Vice President at NorthCoast Asset Management
Industry Financial Services
Experience
Virtus Investment Partners,LLC September 2012 - December 2014
Octavus Group, LLC February 2011 - August 2012
PIMCO Investments (PIMCO & Allianz Funds) January 1997 - February 2010
PIMCO Investments January 1995 - January 1997
HARTFORD EQUITY SALES COMPANY INC January 1993 - January 1995
New York Life Insurance Company January 1991 - January 1993
CANADA LIFE INSURANCE COMPANY January 1990 - January 1991
Skills
Series 6, Series 63, Series 65, Series 7, Alternative Investments, Investments, Hedge Funds, Fixed Income, Mutual Funds, Financial Analysis, ETFs, Finance, Investment Advisory, Asset Allocation, Competitive Analysis, Banking, Sales, Financial Advisory, Management, Investment Strategies, Separately Managed..., Wealth Management, Private Equity
Education
State University of New York College at Oneonta
BS, Business Economics
Valhalla HS, NY
Virtus Investment Partners,LLC September 2012 - December 2014
Octavus Group, LLC February 2011 - August 2012
PIMCO Investments (PIMCO & Allianz Funds) January 1997 - February 2010
PIMCO Investments January 1995 - January 1997
HARTFORD EQUITY SALES COMPANY INC January 1993 - January 1995
New York Life Insurance Company January 1991 - January 1993
CANADA LIFE INSURANCE COMPANY January 1990 - January 1991
Skills
Series 6, Series 63, Series 65, Series 7, Alternative Investments, Investments, Hedge Funds, Fixed Income, Mutual Funds, Financial Analysis, ETFs, Finance, Investment Advisory, Asset Allocation, Competitive Analysis, Banking, Sales, Financial Advisory, Management, Investment Strategies, Separately Managed..., Wealth Management, Private Equity
Education
State University of New York College at Oneonta
BS, Business Economics
Valhalla HS, NY
Christopher L. Price, ChFC Christopher L. Price, ChFC's New York Life Insurance Company Experience December 2001 - January 2010
Job Owner & Chartered Financial Consultant at CL Price Financial
Industry Financial Services
Experience
CL Price Financial February 2010 - Present
USMC March 1993 - Present
New York Life Insurance Company December 2001 - January 2010
Skills
Investments, Wealth Management, Financial Advisory, Finance, Financial Services, Training, Analysis, Project Planning, Aircraft, Small Business, Logistics, Retirement Planning, Wealth, Mutual Funds, Strategic Planning, Leadership, Marines, Aviation, Monte Carlo Simulation
Education
The American College 2004 — 2007
Chartered Financial Consultant Designation (ChFC), Comprehensive Financial Analysis and Planning
State University of New York at New Paltz 1999 — 2001
Bachelor's, Business Management with Minor in Psychology
Orange County Community College 1997 — 1999
A.A.S., Business Administration
CL Price Financial February 2010 - Present
USMC March 1993 - Present
New York Life Insurance Company December 2001 - January 2010
Skills
Investments, Wealth Management, Financial Advisory, Finance, Financial Services, Training, Analysis, Project Planning, Aircraft, Small Business, Logistics, Retirement Planning, Wealth, Mutual Funds, Strategic Planning, Leadership, Marines, Aviation, Monte Carlo Simulation
Education
The American College 2004 — 2007
Chartered Financial Consultant Designation (ChFC), Comprehensive Financial Analysis and Planning
State University of New York at New Paltz 1999 — 2001
Bachelor's, Business Management with Minor in Psychology
Orange County Community College 1997 — 1999
A.A.S., Business Administration
Adam Sorgi Adam Sorgi's New York Life Insurance Company Experience September 2011 - May 2012
Job ASP Teacher at Santa Margarita High School
Industry Education Management
Experience
Laguna Hills High School July 2015 - Present
Santa Margarita Catholic High School July 2013 - Present
New York Life Insurance Company September 2011 - May 2012
Montage Resort May 2010 - July 2011
Rattvik Butchers May 2009 - September 2009
University of California Davis September 2008 - May 2009
Professional Baseball June 2007 - October 2008
Saddleback Eye Center November 2006 - January 2007
Skills
Communication, Team Leadership, Flexible Working, Sales, Training, Flexible Schedule, Public Speaking, Customer Service, Social Media, Coaching, Recruiting, Teaching, Social Networking, Time Management, Leadership, Research, PowerPoint, Healthcare, Microsoft Office, Team Building, Public Relations, Hospitality, Sports, Leadership Development, Networking, Social Media Marketing
Education
University of Redlands 2013 — 2013
Single subject teaching credential, Education
Stanford University 2004 — 2007
BA, Communication
Athlete Stanford University 2003 — 2007
B.A, Communication
Laguna Hills High School July 2015 - Present
Santa Margarita Catholic High School July 2013 - Present
New York Life Insurance Company September 2011 - May 2012
Montage Resort May 2010 - July 2011
Rattvik Butchers May 2009 - September 2009
University of California Davis September 2008 - May 2009
Professional Baseball June 2007 - October 2008
Saddleback Eye Center November 2006 - January 2007
Skills
Communication, Team Leadership, Flexible Working, Sales, Training, Flexible Schedule, Public Speaking, Customer Service, Social Media, Coaching, Recruiting, Teaching, Social Networking, Time Management, Leadership, Research, PowerPoint, Healthcare, Microsoft Office, Team Building, Public Relations, Hospitality, Sports, Leadership Development, Networking, Social Media Marketing
Education
University of Redlands 2013 — 2013
Single subject teaching credential, Education
Stanford University 2004 — 2007
BA, Communication
Athlete Stanford University 2003 — 2007
B.A, Communication
Robert L. Lanese III Robert L. Lanese III's New York Life Insurance Company Experience February 2014 - Present
Job Management Fee Associate II at Raymond James Financial, Inc.
Industry Insurance
Experience
Raymond James Financial, Inc. September 2015 - Present
New York Life Insurance Company February 2014 - Present
Subway February 2006 - February 2014
Artistic Landscapes January 2003 - March 2006
Skills
Financial Analysis, Calculus, Statistics, Investment Banking, Financial Accounting, International Business..., Financial Services, Financial Management..., Accounting, Bank Management, Project Management, Corporate Finance, Customer Service, Teamwork, Inventory Management
Education
St. Petersburg College 2008 — 2013
Bachelor of Science, Business Administration with a sub-plan of Financial Services
Raymond James Financial, Inc. September 2015 - Present
New York Life Insurance Company February 2014 - Present
Subway February 2006 - February 2014
Artistic Landscapes January 2003 - March 2006
Skills
Financial Analysis, Calculus, Statistics, Investment Banking, Financial Accounting, International Business..., Financial Services, Financial Management..., Accounting, Bank Management, Project Management, Corporate Finance, Customer Service, Teamwork, Inventory Management
Education
St. Petersburg College 2008 — 2013
Bachelor of Science, Business Administration with a sub-plan of Financial Services
Ted DeKams Ted DeKams's New York Life Insurance Company Experience October 2012 - November 2013
Job Associate at Peloton Cycle
Industry Sports
Experience
Peloton Cycle August 2015 - Present
Atlantic Auto Group July 2014 - August 2015
Power Home Remodeling Group February 2014 - June 2014
Suffolk County Social Services December 2013 - February 2014
New York Life Insurance Company October 2012 - November 2013
Aflac May 2012 - September 2012
Skills
Sales, Life Insurance, Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, Health Insurance, Account Management, Sales Management, Customer Service, Cold Calling, Direct Sales, Sales Process, Sales Presentations, Social Services, Social Skills
Education
SUNY New Paltz 2006 — 2011
Bachelor of Arts (B.A.)
Peloton Cycle August 2015 - Present
Atlantic Auto Group July 2014 - August 2015
Power Home Remodeling Group February 2014 - June 2014
Suffolk County Social Services December 2013 - February 2014
New York Life Insurance Company October 2012 - November 2013
Aflac May 2012 - September 2012
Skills
Sales, Life Insurance, Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, Health Insurance, Account Management, Sales Management, Customer Service, Cold Calling, Direct Sales, Sales Process, Sales Presentations, Social Services, Social Skills
Education
SUNY New Paltz 2006 — 2011
Bachelor of Arts (B.A.)
John Campanola's New York Life Insurance Company Experience December 2011 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
Campanola Consulting LLC April 2009 - January 2012
General Electric January 2006 - April 2009
Devcon Security Services Corporation / Checkpoint Ltd / Adelphia Security December 2003 - March 2005
Verizon Communications / Syniverse / GTE TSI April 1999 - March 2002
READYCOM, INC 1997 - 1999
Skills
Marketing, Product Management, New Business Development, Positioning, Product Marketing, Strategic Planning, Strategy, Start-ups, Management, Product Development, Product Launch, CRM, Analysis, Marketing Strategy, Competitive Analysis, Program Management, Business Planning, Sales, Leadership, Marketing Communications, Security, Business Development, Market Research, Solution Selling, Integration, Entrepreneurship, Public Relations, Telecommunications, Advertising, Market Planning, Project Management, Project Planning, Strategic Partnerships, Cross-functional Team..., Segmentation, Business Strategy, Customer Satisfaction, Consulting, Account Management, Six Sigma, Team Building, Financial Planning, Life Insurance
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing, Management
State University of New York College at Brockport
BS, Economics, Business
New York Life Insurance Company December 2011 - Present
Campanola Consulting LLC April 2009 - January 2012
General Electric January 2006 - April 2009
Devcon Security Services Corporation / Checkpoint Ltd / Adelphia Security December 2003 - March 2005
Verizon Communications / Syniverse / GTE TSI April 1999 - March 2002
READYCOM, INC 1997 - 1999
Skills
Marketing, Product Management, New Business Development, Positioning, Product Marketing, Strategic Planning, Strategy, Start-ups, Management, Product Development, Product Launch, CRM, Analysis, Marketing Strategy, Competitive Analysis, Program Management, Business Planning, Sales, Leadership, Marketing Communications, Security, Business Development, Market Research, Solution Selling, Integration, Entrepreneurship, Public Relations, Telecommunications, Advertising, Market Planning, Project Management, Project Planning, Strategic Partnerships, Cross-functional Team..., Segmentation, Business Strategy, Customer Satisfaction, Consulting, Account Management, Six Sigma, Team Building, Financial Planning, Life Insurance
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing, Management
State University of New York College at Brockport
BS, Economics, Business
Joshua Sternlicht's New York Life Insurance Company Experience January 2013 - March 2014
Job Field Energy Consultant at SolarCity
Industry Environmental Services
Experience
SolarCity December 2014 - Present
Greenspire June 2014 - December 2014
New York Life Insurance Company January 2013 - March 2014
Mercedes Bar and Grille April 2005 - February 2014
CNET/CBS Interactive October 2006 - December 2008
Laundry by Shelli Segal June 1997 - November 1999
Skills
Thought Leadership, Time Management, Marketing, Event Management, New Media, Strategy, CRM, Online Marketing, Entertainment, Television, Digital Media, Copywriting, Integrated Marketing, Customer Service
Education
State University of New York College at Buffalo 1992 — 1996
Bachelor's degree, English and Theater
The Actors' Studio at The New School 1997 — 1998
Bachelor of Fine Arts (B.F.A.), Acting
SolarCity December 2014 - Present
Greenspire June 2014 - December 2014
New York Life Insurance Company January 2013 - March 2014
Mercedes Bar and Grille April 2005 - February 2014
CNET/CBS Interactive October 2006 - December 2008
Laundry by Shelli Segal June 1997 - November 1999
Skills
Thought Leadership, Time Management, Marketing, Event Management, New Media, Strategy, CRM, Online Marketing, Entertainment, Television, Digital Media, Copywriting, Integrated Marketing, Customer Service
Education
State University of New York College at Buffalo 1992 — 1996
Bachelor's degree, English and Theater
The Actors' Studio at The New School 1997 — 1998
Bachelor of Fine Arts (B.F.A.), Acting
Maria Phillips's New York Life Insurance Company Experience May 2008 - January 2011
Job Experienced Analytical Professional
Industry Pharmaceuticals
Experience
MetLife December 2010 - March 2011
New York Life Insurance Company May 2008 - January 2011
New York Life Insurance Company January 2004 - May 2008
Active International October 2002 - January 2004
ING Security Life July 2001 - September 2002
Chaparral Network Storage July 2000 - July 2001
Presidential Life Insurance Co April 1998 - April 2000
Inserra Supermarkets July 1989 - April 2000
Skills
Financial Analysis, Spreadsheets, Financial Reporting, Actuarial Science, Mathematics, Data Analysis, Mainframe, Customer Relations, Documentation, Account Reconciliation, Excel, Word, Insurance, Outlook, Financial Modeling, Problem Solving, Customer Service, Trend Analysis, PBM
Education
Saint Thomas Aquinas College 1991 — 1996
Bachelor of Science Degree, Mathematics; Actuarial Science
MetLife December 2010 - March 2011
New York Life Insurance Company May 2008 - January 2011
New York Life Insurance Company January 2004 - May 2008
Active International October 2002 - January 2004
ING Security Life July 2001 - September 2002
Chaparral Network Storage July 2000 - July 2001
Presidential Life Insurance Co April 1998 - April 2000
Inserra Supermarkets July 1989 - April 2000
Skills
Financial Analysis, Spreadsheets, Financial Reporting, Actuarial Science, Mathematics, Data Analysis, Mainframe, Customer Relations, Documentation, Account Reconciliation, Excel, Word, Insurance, Outlook, Financial Modeling, Problem Solving, Customer Service, Trend Analysis, PBM
Education
Saint Thomas Aquinas College 1991 — 1996
Bachelor of Science Degree, Mathematics; Actuarial Science
Bryan Karant's New York Life Insurance Company Experience November 2013 - Present
Job Corporate Vice President Financial Systems at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2013 - Present
New York Life Insurance Company March 2007 - December 2013
New York Life Insurance Company March 1998 - March 2007
New York Life Insurance Company August 1995 - March 1998
New York Life Insurance Company June 1993 - August 1995
New York Life Insurance Company June 1990 - June 1993
New York Life Insurance Company June 1988 - June 1990
Skills
SAP, SAP BW, Financial Analysis, SAP Implementation, Business Process, Integration, Business Analysis, ERP, Access, Business Intelligence, Business Process..., Team Leadership, Team Building, Management, Resource Management, Financial Reporting, SAP R/3, Internal Controls, Insurance, Networking, Requirements Analysis, Risk Management, Data Security, Data Governance
Education
State University of New York at Buffalo - School of Management 1984 — 1988
University at Buffalo 1984 — 1988
BS
New York Life Insurance Company November 2013 - Present
New York Life Insurance Company March 2007 - December 2013
New York Life Insurance Company March 1998 - March 2007
New York Life Insurance Company August 1995 - March 1998
New York Life Insurance Company June 1993 - August 1995
New York Life Insurance Company June 1990 - June 1993
New York Life Insurance Company June 1988 - June 1990
Skills
SAP, SAP BW, Financial Analysis, SAP Implementation, Business Process, Integration, Business Analysis, ERP, Access, Business Intelligence, Business Process..., Team Leadership, Team Building, Management, Resource Management, Financial Reporting, SAP R/3, Internal Controls, Insurance, Networking, Requirements Analysis, Risk Management, Data Security, Data Governance
Education
State University of New York at Buffalo - School of Management 1984 — 1988
University at Buffalo 1984 — 1988
BS
Matthew Mesnick's New York Life Insurance Company Experience 2004 - 2005
Job Sr. Customer Care Representative First Niagara
Industry Banking
Experience
First Niagara Bank December 2014 - Present
William B Meyer March 2006 - January 2015
Advance America August 2006 - August 2007
Pizza Mia 2005 - 2006
New York Life Insurance Company 2004 - 2005
M&T Bank September 2003 - September 2004
Skills
Records Management, Order Processing, IBM iSeries, Customer Service, Warehousing, Order Management, Transportation, Microsoft Office, Data Warehousing, Packaging, Account Management, Inventory Management
Education
State University of New York at New Paltz 1998 — 2001
BAA, Mathematics
First Niagara Bank December 2014 - Present
William B Meyer March 2006 - January 2015
Advance America August 2006 - August 2007
Pizza Mia 2005 - 2006
New York Life Insurance Company 2004 - 2005
M&T Bank September 2003 - September 2004
Skills
Records Management, Order Processing, IBM iSeries, Customer Service, Warehousing, Order Management, Transportation, Microsoft Office, Data Warehousing, Packaging, Account Management, Inventory Management
Education
State University of New York at New Paltz 1998 — 2001
BAA, Mathematics
Mitch Gandelman, CLU, ChFC, FLMI, PCS, AIAA's New York Life Insurance Company Experience March 2008 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2008 - Present
NYL January 1997 - February 2008
Skills
Fixed Annuities, Retirement Planning, IRAs, Retirement, Life Insurance, Strategic Financial..., Series 6, Variable Annuities, Term Life Insurance, Long-term Care, Disability Insurance, Series 63, Financial Services, Financial Planners, 401k, Mutual Funds, Financial Advisory, FINRA, Securities, Estate Planning, Wealth Management, Insurance, Series 7, Long Term Care Insurance
Education
State University of New York College at Oneonta
Bachelor's Degree, Business/Managerial Economics
New York Life Insurance Company March 2008 - Present
NYL January 1997 - February 2008
Skills
Fixed Annuities, Retirement Planning, IRAs, Retirement, Life Insurance, Strategic Financial..., Series 6, Variable Annuities, Term Life Insurance, Long-term Care, Disability Insurance, Series 63, Financial Services, Financial Planners, 401k, Mutual Funds, Financial Advisory, FINRA, Securities, Estate Planning, Wealth Management, Insurance, Series 7, Long Term Care Insurance
Education
State University of New York College at Oneonta
Bachelor's Degree, Business/Managerial Economics
Tonya Bilodeau's New York Life Insurance Company Experience September 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
Education
State University of New York College at Geneseo 1999 — 2002
Bachelor's degree, Special Education and Teaching, K-12th
New York Life Insurance Company September 2015 - Present
Education
State University of New York College at Geneseo 1999 — 2002
Bachelor's degree, Special Education and Teaching, K-12th
Thomas Haslacher's New York Life Insurance Company Experience AccountantNew York Life Insurance Company2002 - 2008
Job Assistant Accountant at New York Life Insurance Company
Industry Accounting
Experience
New York Life Insurance Company AccountantNew York Life Insurance Company2002 - 2008
Education
St. Thomas Aquinas College 2002 — 2008
New York Life Insurance Company AccountantNew York Life Insurance Company2002 - 2008
Education
St. Thomas Aquinas College 2002 — 2008
Daniel Young's New York Life Insurance Company Experience 1999 - 2008
Job VP of Portfolio Management at Vida Capital
Industry Financial Services
Experience
Vida Capital April 2014 - Present
University of Texas Law School 2007 - Present
Vida Capital Management January 2010 - April 2014
Law Firm of Daniel J. Young 2008 - 2010
New York Life Insurance Company 1999 - 2008
Cravath Swaine & Moore 1993 - 1996
Skills
Insurance, Securities, Investments, Asset Management, Teaching, Investment Advisory, Venture Capital, Due Diligence, Compliance, Hedge Funds, Wealth Management, Public Speaking, Series 7, Alternative Investments, Asset Managment, Financial Services, Corporate Law, Small Business, Entrepreneurship, Finance, Executive Management, Leadership, Management, Financial Structuring, Strategic Financial..., Private Equity, Funding, Private Placements, FINRA, Portfolio Management, Life Insurance, Financial Planning
Education
University of Chicago Law School 1989 — 1992
JD, Law
Stanford University 1985 — 1989
BA, Political Science and Government
Harrison High 1981 — 1985
High School Diploma
Vida Capital April 2014 - Present
University of Texas Law School 2007 - Present
Vida Capital Management January 2010 - April 2014
Law Firm of Daniel J. Young 2008 - 2010
New York Life Insurance Company 1999 - 2008
Cravath Swaine & Moore 1993 - 1996
Skills
Insurance, Securities, Investments, Asset Management, Teaching, Investment Advisory, Venture Capital, Due Diligence, Compliance, Hedge Funds, Wealth Management, Public Speaking, Series 7, Alternative Investments, Asset Managment, Financial Services, Corporate Law, Small Business, Entrepreneurship, Finance, Executive Management, Leadership, Management, Financial Structuring, Strategic Financial..., Private Equity, Funding, Private Placements, FINRA, Portfolio Management, Life Insurance, Financial Planning
Education
University of Chicago Law School 1989 — 1992
JD, Law
Stanford University 1985 — 1989
BA, Political Science and Government
Harrison High 1981 — 1985
High School Diploma
Deanna Mulligan's New York Life Insurance Company Experience 2006 - 2007
Job President & CEO at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America 2011 - Present
The Guardian Life Insurance Company of America 2010 - 2011
Guardian Life Insurance 2008 - 2010
DMM Management Solutions 2007 - 2008
New York Life Insurance Company 2006 - 2007
AXA Equitable 2001 - 2004
Skills
Investments, Strategy, Mergers & Acquisitions, Strategic Financial..., Start-ups, Asset Management, Portfolio Management, Retirement Planning, Mutual Funds, Financial Modeling, Insurance, Life Insurance
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.)
Stanford University Graduate School of Business
Master of Business Administration (MBA)
The Guardian Life Insurance Company of America 2011 - Present
The Guardian Life Insurance Company of America 2010 - 2011
Guardian Life Insurance 2008 - 2010
DMM Management Solutions 2007 - 2008
New York Life Insurance Company 2006 - 2007
AXA Equitable 2001 - 2004
Skills
Investments, Strategy, Mergers & Acquisitions, Strategic Financial..., Start-ups, Asset Management, Portfolio Management, Retirement Planning, Mutual Funds, Financial Modeling, Insurance, Life Insurance
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.)
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Jason Dudzinski's New York Life Insurance Company Experience March 2013 - Present
Job Financial Services Representative with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company March 2013 - Present
The Benchmark Company, LLC August 2008 - January 2012
CitySites Commercial Group March 2005 - July 2008
Security Engineering October 1994 - May 2004
Security Engineering Cont. October 1994 - May 2004
Skills
401k, Annuity Sales, CLU, Insurance, Key Person Protection, Retirement Planning, Wealth Preservation..., Asset Protection, Licensed Life Insurance..., Protection..., Investments, Multi-generational..., Securities, FINRA, Equities, Portfolio Management, Hedge Funds, Series 7, Equity Trading, ETFs, Series 63
Education
State University of New York College at Oneonta 1992 — 1994
BS, Business Economics
State University of New York College of Agriculture and Technology at Cobleskill 1989 — 1991
BS, Business Economics
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company March 2013 - Present
The Benchmark Company, LLC August 2008 - January 2012
CitySites Commercial Group March 2005 - July 2008
Security Engineering October 1994 - May 2004
Security Engineering Cont. October 1994 - May 2004
Skills
401k, Annuity Sales, CLU, Insurance, Key Person Protection, Retirement Planning, Wealth Preservation..., Asset Protection, Licensed Life Insurance..., Protection..., Investments, Multi-generational..., Securities, FINRA, Equities, Portfolio Management, Hedge Funds, Series 7, Equity Trading, ETFs, Series 63
Education
State University of New York College at Oneonta 1992 — 1994
BS, Business Economics
State University of New York College of Agriculture and Technology at Cobleskill 1989 — 1991
BS, Business Economics
NEETU PATIL's New York Life Insurance Company Experience July 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company July 2014 - Present
AT&T April 2008 - November 2012
Skills
Leadership, Insurance, Direct Sales, Finance, Small Business, Life Insurance, Retirement Planning, Annuity Sales, 401k Rollovers, Asset Protection, Business Networking, IRA Rollovers, Licensed in Long Term..., Lifetime Income..., Supplements to Employee..., Public Speaking, Fixed Annuities, Employee Benefits, Permanent Life Insurance, Term Life Insurance, Marketing Strategy, Social Networking, Social Media
Education
St. Xavier's College 1999 — 2002
Bachelor's degree, MICROBIOLOGY / CHEMISTRY
New York Life Insurance Company July 2014 - Present
AT&T April 2008 - November 2012
Skills
Leadership, Insurance, Direct Sales, Finance, Small Business, Life Insurance, Retirement Planning, Annuity Sales, 401k Rollovers, Asset Protection, Business Networking, IRA Rollovers, Licensed in Long Term..., Lifetime Income..., Supplements to Employee..., Public Speaking, Fixed Annuities, Employee Benefits, Permanent Life Insurance, Term Life Insurance, Marketing Strategy, Social Networking, Social Media
Education
St. Xavier's College 1999 — 2002
Bachelor's degree, MICROBIOLOGY / CHEMISTRY
William Givens's New York Life Insurance Company Experience June 2000 - August 2004
Job Executive Director/Products Compliance at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney August 2004 - June 2009
New York Life Insurance Company June 2000 - August 2004
AIG Royal Alliance June 1997 - June 2000
Skills
Compliance, Series 7, Series 24, Series 53, Series 79, Series 63, Mutual Funds, ETFs, Annuities, Structured Products, Insurance, Alternative Investments, Hedge Funds, Private Equity, 529 Plans, ESOP
Education
State University of New York College at Cortland 1992 — 1996
Bachelor of Science, Economics
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney August 2004 - June 2009
New York Life Insurance Company June 2000 - August 2004
AIG Royal Alliance June 1997 - June 2000
Skills
Compliance, Series 7, Series 24, Series 53, Series 79, Series 63, Mutual Funds, ETFs, Annuities, Structured Products, Insurance, Alternative Investments, Hedge Funds, Private Equity, 529 Plans, ESOP
Education
State University of New York College at Cortland 1992 — 1996
Bachelor of Science, Economics
R. Eric Bock, CLU, ChFC's New York Life Insurance Company Experience August 1993 - Present
Job Bock Financial Services, providing investment advisory services and life insurance strategies for over 20 years
Industry Financial Services
Experience
Bock Financial Services January 1998 - Present
Eagle Strategies, LLC January 1998 - Present
NYLIFE Securities LLC January 1996 - Present
New York Life Insurance Company August 1993 - Present
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Estate Planning, Investments, Small Business, Long-term Care, Mutual Funds, 401k Rollovers, Strategic Financial..., Asset Protection, Wealth Preservation..., Succession Planning, Retirement, Protection..., Multi-generational..., Account Management, Education Funding, Income Protection, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Retirement Income...
Education
The American College 2001 — 2003
Charteded Financial Cousultant, Financial Planning and Services
The American College 2001 — 2003
Chartered Life Underwriter (CLU), Financial Planning and Services
University of South Florida - College of Business Administration 1990 — 1992
Bachelor's Degree, Business Administration and Management, General
Manatee Community College 1988 — 1990
Associate's Degree, Business Administration and Management, General
Bock Financial Services January 1998 - Present
Eagle Strategies, LLC January 1998 - Present
NYLIFE Securities LLC January 1996 - Present
New York Life Insurance Company August 1993 - Present
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Estate Planning, Investments, Small Business, Long-term Care, Mutual Funds, 401k Rollovers, Strategic Financial..., Asset Protection, Wealth Preservation..., Succession Planning, Retirement, Protection..., Multi-generational..., Account Management, Education Funding, Income Protection, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Retirement Income...
Education
The American College 2001 — 2003
Charteded Financial Cousultant, Financial Planning and Services
The American College 2001 — 2003
Chartered Life Underwriter (CLU), Financial Planning and Services
University of South Florida - College of Business Administration 1990 — 1992
Bachelor's Degree, Business Administration and Management, General
Manatee Community College 1988 — 1990
Associate's Degree, Business Administration and Management, General
Erica Dingler's New York Life Insurance Company Experience August 2010 - Present
Job Fitness Specialist at New York Life Insurance Company
Industry Health, Wellness and Fitness
Experience
New York Life Insurance Company August 2010 - Present
Equinox Fitness August 2006 - August 2010
Equinox 2007 - 2010
Skills
Fitness, Personal Training, Group Fitness, Fitness Training, Wellness, Sports, Strength Training, Functional Training, Athletics, Exercise Physiology, Weight Training, Sports Nutrition, Wellness Coaching, Nutrition, Fitness Instruction, Nutritional Counseling, Operant Conditioning, Public Speaking, Endurance, Lifestyle, Cardio, Coaching, Athletic Training
Education
State University of New York College at Cortland 2002 — 2006
Kinesiology, Exercise Science/ Fitness Development
New York Life Insurance Company August 2010 - Present
Equinox Fitness August 2006 - August 2010
Equinox 2007 - 2010
Skills
Fitness, Personal Training, Group Fitness, Fitness Training, Wellness, Sports, Strength Training, Functional Training, Athletics, Exercise Physiology, Weight Training, Sports Nutrition, Wellness Coaching, Nutrition, Fitness Instruction, Nutritional Counseling, Operant Conditioning, Public Speaking, Endurance, Lifestyle, Cardio, Coaching, Athletic Training
Education
State University of New York College at Cortland 2002 — 2006
Kinesiology, Exercise Science/ Fitness Development
Paul A. Lagattuta's New York Life Insurance Company Experience January 2010 - Present
Job at Registered Investment Division
Industry Insurance
Experience
New York Life Insurance Company January 2010 - Present
New York Life January 2009 - Present
New York Life Insurance Company January 1997 - Present
New York Life Insurance Company January 1994 - Present
Skills
Competitive Analysis, Business Ethics, Channel, Financial Services, Insurance, Securities, Investments, Series 7, Fixed Annuities, Retirement Planning, Relationship Management, 401k, Life Insurance, Portfolio Management, Risk Management, Estate Planning, Strategy, Wealth Management, Strategic Financial..., Strategic Planning, Disability Insurance, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning
Education
State University of New York College at Oneonta 1983 — 1987
BA, History
New York Life Insurance Company January 2010 - Present
New York Life January 2009 - Present
New York Life Insurance Company January 1997 - Present
New York Life Insurance Company January 1994 - Present
Skills
Competitive Analysis, Business Ethics, Channel, Financial Services, Insurance, Securities, Investments, Series 7, Fixed Annuities, Retirement Planning, Relationship Management, 401k, Life Insurance, Portfolio Management, Risk Management, Estate Planning, Strategy, Wealth Management, Strategic Financial..., Strategic Planning, Disability Insurance, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning
Education
State University of New York College at Oneonta 1983 — 1987
BA, History
Nora Whiting-Gordon's New York Life Insurance Company Experience June 2011 - Present
Job SENIOR ASSOCIATE at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2011 - Present
New York Life Insurance Company June 2008 - June 2011
New York Life Insurance Company January 2004 - June 2008
Skills
Business Analysis, Insurance, Requirements Analysis, Requirements Gathering, SDLC, Program Management, Vendor Management, Process Improvement
Education
State University of New York College at Oneonta 1998 — 2002
Bachelor of Science (B.S.), Business Economics
New York Life Insurance Company June 2011 - Present
New York Life Insurance Company June 2008 - June 2011
New York Life Insurance Company January 2004 - June 2008
Skills
Business Analysis, Insurance, Requirements Analysis, Requirements Gathering, SDLC, Program Management, Vendor Management, Process Improvement
Education
State University of New York College at Oneonta 1998 — 2002
Bachelor of Science (B.S.), Business Economics
Amanda Marino's New York Life Insurance Company Experience December 2009 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC February 2011 - Present
New York Life Insurance Company December 2009 - Present
Entercom November 2004 - May 2008
Skills
401k, 401k Rollovers, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Savings, Investments, College Savings Plans, Permanent Life Insurance, Term Life Insurance, Voluntary Employee...
Education
State University of New York College at Geneseo 2000 — 2003
B.A., Psychology
Naples Central 1986 — 1999
Naples Central
NYLIFE Securities LLC February 2011 - Present
New York Life Insurance Company December 2009 - Present
Entercom November 2004 - May 2008
Skills
401k, 401k Rollovers, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Savings, Investments, College Savings Plans, Permanent Life Insurance, Term Life Insurance, Voluntary Employee...
Education
State University of New York College at Geneseo 2000 — 2003
B.A., Psychology
Naples Central 1986 — 1999
Naples Central
Andre Nottingham's New York Life Insurance Company Experience December 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Alliance for Innovation in Education, Inc. February 2013 - December 2014
University of Maryland College Park August 2008 - January 2012
University of Maryland College Park January 2002 - August 2008
Skills
Public Speaking, Nonprofits, Program Evaluation, Entrepreneurship, Education Funding, Grandchild Gifting, Employee Benefits, Annuity Sales, Life Insurance, Training, Strategic Planning, Organizational..., Leadership Development, Leadership, Program Management, Career Counseling, Community Development, Community Outreach, Customer Relations, Gifting Strategies, Networking, Small Business, Life Insurance..., Thought Leadership, Supplements to Employee..., Personal Finance, Multi-Generational..., Retirement Planning
Education
Ramapo Senior High School
Diploma, Business
State University of New York College at Buffalo
Master's of Science, Student Personnel Administration
State University of New York College at Buffalo
Dual degree Bachelor's of Science, Economics and Business Studies
University of Maryland Baltimore County
Public Policy
New York Life Insurance Company December 2014 - Present
Alliance for Innovation in Education, Inc. February 2013 - December 2014
University of Maryland College Park August 2008 - January 2012
University of Maryland College Park January 2002 - August 2008
Skills
Public Speaking, Nonprofits, Program Evaluation, Entrepreneurship, Education Funding, Grandchild Gifting, Employee Benefits, Annuity Sales, Life Insurance, Training, Strategic Planning, Organizational..., Leadership Development, Leadership, Program Management, Career Counseling, Community Development, Community Outreach, Customer Relations, Gifting Strategies, Networking, Small Business, Life Insurance..., Thought Leadership, Supplements to Employee..., Personal Finance, Multi-Generational..., Retirement Planning
Education
Ramapo Senior High School
Diploma, Business
State University of New York College at Buffalo
Master's of Science, Student Personnel Administration
State University of New York College at Buffalo
Dual degree Bachelor's of Science, Economics and Business Studies
University of Maryland Baltimore County
Public Policy
Dennis Kass's New York Life Insurance Company Experience August 2010 - February 2011
Job Interior Consultant at Sit Down NY
Industry Furniture
Experience
Sit Down NY July 2013 - Present
Peace of Mind Technologies December 2011 - June 2012
Arhaus Furniture March 2011 - May 2011
New York Life Insurance Company August 2010 - February 2011
Door Store Furniture.com February 2008 - December 2008
Door Store Furniture September 1991 - February 2008
door store furniture 1991 - 2008
door store furniture 1991 - 2008
Skills
Team Building, Leadership, Training, Mentoring, Tackling Obstacles and..., Sales and Customer..., Cross Selling and..., Design and Decorating..., Creative and Strategic..., Selection and..., Cash Wrap Management, Promotes Growth as a..., Public Speaking, Challenges, Recruiting, Budgets, Designs, Creativity, Strategic Planning, Operations Management, Consulting, Interior Design, New Business Development, Customer Service, Teamwork, Selection, Sales, Employee Benefits, Negotiation, Relationship Management, Outlook, Sales Management, Time Management, Supervision, Cross Selling, Cash, Team Leadership, Retail, Materials, Up-selling, Project Management, Process Improvement, Customer Satisfaction, Management, Human Resources, Account Management, Merchandising, Design Consulting, Coaching, Visual Merchandising
Education
Art Students League 1989 — 1995
continuing education, Drawing / Painting
State University of New York at New Paltz 1977 — 1981
bachelor of science visual arts, painting, drawing, art history, film & english
State University of New York at New Paltz 1977 — 1981
Bachelor of Science in Visual Arts, Painting Drawing
new dorp high school 1974 — 1977
diploma, art, music
Sit Down NY July 2013 - Present
Peace of Mind Technologies December 2011 - June 2012
Arhaus Furniture March 2011 - May 2011
New York Life Insurance Company August 2010 - February 2011
Door Store Furniture.com February 2008 - December 2008
Door Store Furniture September 1991 - February 2008
door store furniture 1991 - 2008
door store furniture 1991 - 2008
Skills
Team Building, Leadership, Training, Mentoring, Tackling Obstacles and..., Sales and Customer..., Cross Selling and..., Design and Decorating..., Creative and Strategic..., Selection and..., Cash Wrap Management, Promotes Growth as a..., Public Speaking, Challenges, Recruiting, Budgets, Designs, Creativity, Strategic Planning, Operations Management, Consulting, Interior Design, New Business Development, Customer Service, Teamwork, Selection, Sales, Employee Benefits, Negotiation, Relationship Management, Outlook, Sales Management, Time Management, Supervision, Cross Selling, Cash, Team Leadership, Retail, Materials, Up-selling, Project Management, Process Improvement, Customer Satisfaction, Management, Human Resources, Account Management, Merchandising, Design Consulting, Coaching, Visual Merchandising
Education
Art Students League 1989 — 1995
continuing education, Drawing / Painting
State University of New York at New Paltz 1977 — 1981
bachelor of science visual arts, painting, drawing, art history, film & english
State University of New York at New Paltz 1977 — 1981
Bachelor of Science in Visual Arts, Painting Drawing
new dorp high school 1974 — 1977
diploma, art, music
Darlene Sanchez's New York Life Insurance Company Experience October 2014 - Present
Job Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
Athene Annuity & Life Assurance Company of New York April 2014 - October 2014
Presidential Life Insurance Company October 2012 - April 2014
Presidential Life Insurance Company April 2012 - October 2012
Presidential Life Insurance Company October 2010 - April 2012
Presidential Life Insurance Company October 2009 - October 2010
Presidential Life Insurance Company January 2008 - October 2009
Presidential Life Insurance Company August 2007 - January 2008
Skills
Internal Audit, Sarbanes-Oxley, Bank Reconciliation, Compliance, Regulatory Analysis, Insurance, Project Management, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Risk Management, Life Insurance, Sarbanes-Oxley Act, 401k, Whole Life
Education
Saint Thomas Aquinas College 2003 — 2007
Bachelors, Business Administration
New York Life Insurance Company October 2014 - Present
Athene Annuity & Life Assurance Company of New York April 2014 - October 2014
Presidential Life Insurance Company October 2012 - April 2014
Presidential Life Insurance Company April 2012 - October 2012
Presidential Life Insurance Company October 2010 - April 2012
Presidential Life Insurance Company October 2009 - October 2010
Presidential Life Insurance Company January 2008 - October 2009
Presidential Life Insurance Company August 2007 - January 2008
Skills
Internal Audit, Sarbanes-Oxley, Bank Reconciliation, Compliance, Regulatory Analysis, Insurance, Project Management, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Risk Management, Life Insurance, Sarbanes-Oxley Act, 401k, Whole Life
Education
Saint Thomas Aquinas College 2003 — 2007
Bachelors, Business Administration
Mike Okai's New York Life Insurance Company Experience March 2010 - Present
Job FINANCIAL SERVICES PROFESSIONAL at New York Life Insurance Company
Industry Electrical/Electronic Manufacturing
Experience
New York Life Insurance Company March 2010 - Present
Education
State University of New York at New Paltz 2008 — 2009
New York Life Insurance Company March 2010 - Present
Education
State University of New York at New Paltz 2008 — 2009
Joseph C. Eppolito's New York Life Insurance Company Experience December 1990 - September 2007
Job Financial Advisor
Industry Financial Services
Experience
SUNY Cortland July 2014 - Present
Syracuse University Whitman School of Management January 2008 - Present
MassMutual Central New York September 2007 - Present
SUNY Cortland Alumni Association July 1988 - Present
New York Life Insurance Company December 1990 - September 2007
Kiwanis International 1999 - 2000
Skills
Insurance, Retirement Planning, Small Business, Employee Benefits, Management, Public Speaking, Leadership, Wealth Management, Life Insurance, Financial Services, Strategic Planning, Fundraising, Event Planning, Recruiting, Investment Advisory, Time Management, Nonprofits, Administration, Financial Analysis, Coaching, Team Building, Training, Business Planning, Risk Management, Investments, Leadership Development, Customer Service, Human Resources, Underwriting, Non-profits, System Administration, Government, Policy, Problem Solving, Compliance, Change Management, Non profit, Payroll, Financial Advisement, Strategic Financial..., Succession Planning
Education
Syracuse University - Martin J. Whitman School of Management 1978 — 1982
MBA, Personnel & Industrial Relations, 3.65/4.0
State University of New York College at Cortland 1975 — 1976
MSEd, Social Studies, 3.65/4.0
State University of New York College at Cortland 1970 — 1974
BA, Social Studies, 3.25/4.0
SUNY Cortland July 2014 - Present
Syracuse University Whitman School of Management January 2008 - Present
MassMutual Central New York September 2007 - Present
SUNY Cortland Alumni Association July 1988 - Present
New York Life Insurance Company December 1990 - September 2007
Kiwanis International 1999 - 2000
Skills
Insurance, Retirement Planning, Small Business, Employee Benefits, Management, Public Speaking, Leadership, Wealth Management, Life Insurance, Financial Services, Strategic Planning, Fundraising, Event Planning, Recruiting, Investment Advisory, Time Management, Nonprofits, Administration, Financial Analysis, Coaching, Team Building, Training, Business Planning, Risk Management, Investments, Leadership Development, Customer Service, Human Resources, Underwriting, Non-profits, System Administration, Government, Policy, Problem Solving, Compliance, Change Management, Non profit, Payroll, Financial Advisement, Strategic Financial..., Succession Planning
Education
Syracuse University - Martin J. Whitman School of Management 1978 — 1982
MBA, Personnel & Industrial Relations, 3.65/4.0
State University of New York College at Cortland 1975 — 1976
MSEd, Social Studies, 3.65/4.0
State University of New York College at Cortland 1970 — 1974
BA, Social Studies, 3.25/4.0
Steve Stigliano's New York Life Insurance Company Experience 1993 - 1996
Job Owner at SignARama Lehigh Valley
Industry Insurance
Experience
Sign-A-Rama Lehigh Valley August 2012 - Present
First Rehab Life Insurance August 2009 - August 2012
Guardian Life Insurance December 1996 - April 2009
New York Life Insurance Company 1993 - 1996
Skills
Internal & External..., Window Graphics, Vinyl Banners, Vehicle Graphics, Banners, Digital Printing, Sales, Advertising, New Business Development, Financial Services, Marketing Strategy, Account Management, Building Relationships, Selling, Product Development, Management, Business Development, Customer Experience, Contract Negotiation, Graphics, Marketing, Pricing, Leadership
Education
State University of New York College at Brockport 1974 — 1978
Bachelor of Science, Management
Sign-A-Rama Lehigh Valley August 2012 - Present
First Rehab Life Insurance August 2009 - August 2012
Guardian Life Insurance December 1996 - April 2009
New York Life Insurance Company 1993 - 1996
Skills
Internal & External..., Window Graphics, Vinyl Banners, Vehicle Graphics, Banners, Digital Printing, Sales, Advertising, New Business Development, Financial Services, Marketing Strategy, Account Management, Building Relationships, Selling, Product Development, Management, Business Development, Customer Experience, Contract Negotiation, Graphics, Marketing, Pricing, Leadership
Education
State University of New York College at Brockport 1974 — 1978
Bachelor of Science, Management
Alphons LEMANYA's New York Life Insurance Company Experience December 2009 - Present
Job Agent at New York Life Insurance Company
Industry Real Estate
Experience
New York Life Insurance Company December 2009 - Present
Charles Rutenberg Realty September 2007 - Present
National Association of Realtors 2007 - 2010
Skills
Short Sales, Real Estate, Sellers, Foreclosures, First Time Home Buyers, Investment Properties, Condos, REO, Investors, Residential Homes, Referrals, Rentals, Relocation, Real Estate Transactions, Single Family Homes, New Home Sales, Listings, Buyer Representation, Vacation Homes, Selling
Education
Stony Brook University 2013 — 2014
Diploma, Comprehensive Project Management
State University of New York College at Old Westbury 2002 — 2006
Bachelor's degree, Finance
New York Life Insurance Company December 2009 - Present
Charles Rutenberg Realty September 2007 - Present
National Association of Realtors 2007 - 2010
Skills
Short Sales, Real Estate, Sellers, Foreclosures, First Time Home Buyers, Investment Properties, Condos, REO, Investors, Residential Homes, Referrals, Rentals, Relocation, Real Estate Transactions, Single Family Homes, New Home Sales, Listings, Buyer Representation, Vacation Homes, Selling
Education
Stony Brook University 2013 — 2014
Diploma, Comprehensive Project Management
State University of New York College at Old Westbury 2002 — 2006
Bachelor's degree, Finance
Joshua Griffin, CFA's New York Life Insurance Company Experience January 2011 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2011 - Present
Lord Abbett September 2004 - September 2011
DST Systems September 2002 - August 2004
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Economics, Quantitative Finance
Syracuse University - Maxwell School of Citizenship and Public Affairs 1999 — 2001
MA, History
State University of New York College at Geneseo 1994 — 1998
BA, History, Anthropology
New York Life Insurance Company January 2011 - Present
Lord Abbett September 2004 - September 2011
DST Systems September 2002 - August 2004
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Economics, Quantitative Finance
Syracuse University - Maxwell School of Citizenship and Public Affairs 1999 — 2001
MA, History
State University of New York College at Geneseo 1994 — 1998
BA, History, Anthropology
Katie Nau's New York Life Insurance Company Experience November 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company November 2013 - Present
AM&M Financial Services, Inc. June 2006 - September 2008
Sage, Rutty & Co., Inc February 1999 - March 2006
Skills
Retirement Planning, Estate Planning, Investments, 401(k) Rollovers, Protection..., Education Funding..., Lifetime Income..., Long-Term Care Insurance, LGBT Planning, Grandchild Gifting, Risk Management, Business Insurance...
Education
State University of New York College at Brockport
BS, Accounting
New York Life Insurance Company November 2013 - Present
AM&M Financial Services, Inc. June 2006 - September 2008
Sage, Rutty & Co., Inc February 1999 - March 2006
Skills
Retirement Planning, Estate Planning, Investments, 401(k) Rollovers, Protection..., Education Funding..., Lifetime Income..., Long-Term Care Insurance, LGBT Planning, Grandchild Gifting, Risk Management, Business Insurance...
Education
State University of New York College at Brockport
BS, Accounting
Edgar De Souza's New York Life Insurance Company Experience February 1986 - March 1994
Job Owner, De Souza Financial Corp
Industry Insurance
Experience
De Souza Financial Corp February 1986 - Present
The Leading Edge Insurance & Financial Services Group September 1999 - November 2005
Canada Life April 1994 - September 1999
New York Life Insurance Company February 1986 - March 1994
Skills
Life Insurance, Retirement, Critical Illness, Financial Planners, Retirement Planning, Strategic Financial..., Estate Planning, Disability Insurance, Fixed Annuities, Customer Service, Investments, Team Leadership, Mutual Funds, Wealth
Education
St. Britto's High School, Mapusa
St. Xavier's College
De Souza Financial Corp February 1986 - Present
The Leading Edge Insurance & Financial Services Group September 1999 - November 2005
Canada Life April 1994 - September 1999
New York Life Insurance Company February 1986 - March 1994
Skills
Life Insurance, Retirement, Critical Illness, Financial Planners, Retirement Planning, Strategic Financial..., Estate Planning, Disability Insurance, Fixed Annuities, Customer Service, Investments, Team Leadership, Mutual Funds, Wealth
Education
St. Britto's High School, Mapusa
St. Xavier's College
Dominick Castagnola's New York Life Insurance Company Experience Small Business SpecialistJP Morgan ChaseDecember 2007 - July 2010
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company Small Business SpecialistJP Morgan ChaseDecember 2007 - July 2010
Education
State University of New York College at Old Westbury 1998 — 2000
B.S., Finance
New York Life Insurance Company Small Business SpecialistJP Morgan ChaseDecember 2007 - July 2010
Education
State University of New York College at Old Westbury 1998 — 2000
B.S., Finance
Ed Freda's New York Life Insurance Company Experience July 1978 - August 1980
Job Supervising Actuary at NY State and Local Retirement Systems
Industry Government Administration
Experience
New York State and Local Retirement Systems December 1984 - Present
New York Life Insurance Company July 1978 - August 1980
Skills
Actuarial, Actuarial Science, Defined Benefit, Pensions, Pension Administration, Employee Benefits, Retirement
Education
SUNY Oneonta 1980 — 1982
BA, General Studies
College of Insurance 1978 — 1980
none, Actuarial Science
New York State and Local Retirement Systems December 1984 - Present
New York Life Insurance Company July 1978 - August 1980
Skills
Actuarial, Actuarial Science, Defined Benefit, Pensions, Pension Administration, Employee Benefits, Retirement
Education
SUNY Oneonta 1980 — 1982
BA, General Studies
College of Insurance 1978 — 1980
none, Actuarial Science
Eric Halpern's New York Life Insurance Company Experience March 2007 - February 2010
Job Divisional Sales Desk Manager at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments May 2014 - Present
New York Life & MainStay Investments March 2007 - Present
New York Life Insurance Company March 2007 - February 2010
IFMG June 2006 - March 2007
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Investments, Business Development, Banking, Public Speaking, Project Management, IRAs, 401k, Series 7, Series 63, Series 65, Series 24, Retirement, Insurance, Financial Advisory, Financial Services, Finance, Separately Managed..., Guaranteed Lifetime..., Variable Annuities
Education
SUNY Oneonta 2002 — 2006
New York Life & MainStay Investments May 2014 - Present
New York Life & MainStay Investments March 2007 - Present
New York Life Insurance Company March 2007 - February 2010
IFMG June 2006 - March 2007
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Investments, Business Development, Banking, Public Speaking, Project Management, IRAs, 401k, Series 7, Series 63, Series 65, Series 24, Retirement, Insurance, Financial Advisory, Financial Services, Finance, Separately Managed..., Guaranteed Lifetime..., Variable Annuities
Education
SUNY Oneonta 2002 — 2006
Catherine Schmitz's New York Life Insurance Company Experience May 2014 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
Grecian Gardens August 2006 - Present
Skills
Restaurants, Restaurant Management, Food Service, Bartending, Food & Beverage, Menu Development, Time Management, Hospitality, Food, Customer Service, Catering, Wine, Culinary Skills, Fine Dining, Cooking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, ServSafe, Sanitation, Food Preparation, Banquets, Recipes, Cuisine, Baking, Food Safety, Pastry, Menu Costing, Food Quality, Micros, Serve Safe Certified, Event Planning, HACCP, Cash Handling Experience, Sales, Budgets, Protection..., 401(k) Rollovers, Permanent Life Insurance, Whole Life Insurance
Education
Schenectady County Community College 2009 — 2011
Pastry Arts, Culinary
The College of Saint Rose 2006 — 2009
BS, Business
State University of New York College at Brockport 2003 — 2006
BS, Business
New York Life Insurance Company May 2014 - Present
Grecian Gardens August 2006 - Present
Skills
Restaurants, Restaurant Management, Food Service, Bartending, Food & Beverage, Menu Development, Time Management, Hospitality, Food, Customer Service, Catering, Wine, Culinary Skills, Fine Dining, Cooking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, ServSafe, Sanitation, Food Preparation, Banquets, Recipes, Cuisine, Baking, Food Safety, Pastry, Menu Costing, Food Quality, Micros, Serve Safe Certified, Event Planning, HACCP, Cash Handling Experience, Sales, Budgets, Protection..., 401(k) Rollovers, Permanent Life Insurance, Whole Life Insurance
Education
Schenectady County Community College 2009 — 2011
Pastry Arts, Culinary
The College of Saint Rose 2006 — 2009
BS, Business
State University of New York College at Brockport 2003 — 2006
BS, Business
Mary Sumakis's New York Life Insurance Company Experience July 2006 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2006 - Present
Skills
Fundraising, Event Management, Mutual Funds, Risk Management
Education
State University of New York College at Brockport
Bachelor's degree, Social Psychology
New York Life Insurance Company July 2006 - Present
Skills
Fundraising, Event Management, Mutual Funds, Risk Management
Education
State University of New York College at Brockport
Bachelor's degree, Social Psychology
Wan Wen Cindy Lui, CCP's New York Life Insurance Company Experience April 2013 - Present
Job Senior Compensation Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
Ogilvy & Mather Worldwide, Inc. October 2012 - March 2013
AIG January 2008 - October 2011
Pearl Cohen Zedek Latzer LLP March 2006 - January 2007
Skills
Human Resources, Microsoft Excel, Data Analysis, HRIS, Training, PeopleSoft, Employee Benefits, Management, Customer Service, Talent Management, Performance Management, Employee Relations, Equities
Education
John Jay College of Criminal Justice 2003 — 2005
Bachelor of Science, Legal Studies
State University of New York at New Paltz 2001 — 2003
Majored in Business Administration and Management
New York Life Insurance Company April 2013 - Present
Ogilvy & Mather Worldwide, Inc. October 2012 - March 2013
AIG January 2008 - October 2011
Pearl Cohen Zedek Latzer LLP March 2006 - January 2007
Skills
Human Resources, Microsoft Excel, Data Analysis, HRIS, Training, PeopleSoft, Employee Benefits, Management, Customer Service, Talent Management, Performance Management, Employee Relations, Equities
Education
John Jay College of Criminal Justice 2003 — 2005
Bachelor of Science, Legal Studies
State University of New York at New Paltz 2001 — 2003
Majored in Business Administration and Management
James Simonds's New York Life Insurance Company Experience August 2011 - October 2012
Job Associate at Legal Shield
Industry Legal Services
Experience
Diamond Wireless July 2015 - Present
Whiting Door 2014 - 2015
Simonds Properties 2013 - 2014
New Vision Marketing and Mangement January 2013 - March 2013
Foundation Financial Group 2013 - 2013
Legal Shield October 2012 - 2013
New York Life Insurance Company August 2011 - October 2012
Skills
Customer Service, Microsoft Office, Marketing Strategy, Phone Skills, Direct Sales, Insurance, legal plans, Legal Advice, Sales, Sales Management, Marketing
Education
State University of New York College at Brockport 2005 — 2010
Bachelor of Science (BS), History
York Central 1996 — 2005
Diamond Wireless July 2015 - Present
Whiting Door 2014 - 2015
Simonds Properties 2013 - 2014
New Vision Marketing and Mangement January 2013 - March 2013
Foundation Financial Group 2013 - 2013
Legal Shield October 2012 - 2013
New York Life Insurance Company August 2011 - October 2012
Skills
Customer Service, Microsoft Office, Marketing Strategy, Phone Skills, Direct Sales, Insurance, legal plans, Legal Advice, Sales, Sales Management, Marketing
Education
State University of New York College at Brockport 2005 — 2010
Bachelor of Science (BS), History
York Central 1996 — 2005
Jeff Magallanes's New York Life Insurance Company Experience April 2009 - September 2009
Job Rehabilitation Technician
Industry Hospital & Health Care
Experience
Southland Care Center November 2011 - Present
Core Physical Therapy July 2011 - September 2011
interface rehab, inc. March 2010 - June 2011
New York Life Insurance Company April 2009 - September 2009
Skills
Physical Therapy, Cpr Certified, Medical Terminology, Occupational Therapy, Geriatric Rehabilitation, Rehabilitation, CPR Certified, Public Speaking, Microsoft Excel
Education
Stanbridge College 2014 — 2016
Master of Science (MS), Occupational Therapy/Therapist
UC Riverside 2004 — 2009
Southland Care Center November 2011 - Present
Core Physical Therapy July 2011 - September 2011
interface rehab, inc. March 2010 - June 2011
New York Life Insurance Company April 2009 - September 2009
Skills
Physical Therapy, Cpr Certified, Medical Terminology, Occupational Therapy, Geriatric Rehabilitation, Rehabilitation, CPR Certified, Public Speaking, Microsoft Excel
Education
Stanbridge College 2014 — 2016
Master of Science (MS), Occupational Therapy/Therapist
UC Riverside 2004 — 2009
Kristen Gordon's New York Life Insurance Company Experience December 2010 - Present
Job Compensation Analyst at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2010 - Present
Albany Medical Center Foundation May 2010 - November 2010
Vermont Electric Power Company June 2007 - September 2008
Skills
Marketing, Microsoft Excel, Investments, Mutual Funds, PowerPoint, Insurance, Microsoft Office, Microsoft Word, Financial Analysis, Leadership, Customer Service, Analysis, Strategic Planning, Management, Marketing Strategy, Data Analysis, Budgets, Training, Business Planning, Outlook, Marketing Communications, Social Media, Risk Management, Public Speaking, Project Management, Event Planning, Team Building, Access
Education
State University of New York College at Oneonta 2003 — 2007
Bachelor of Science (B.S.), Business Economics
New York Life Insurance Company December 2010 - Present
Albany Medical Center Foundation May 2010 - November 2010
Vermont Electric Power Company June 2007 - September 2008
Skills
Marketing, Microsoft Excel, Investments, Mutual Funds, PowerPoint, Insurance, Microsoft Office, Microsoft Word, Financial Analysis, Leadership, Customer Service, Analysis, Strategic Planning, Management, Marketing Strategy, Data Analysis, Budgets, Training, Business Planning, Outlook, Marketing Communications, Social Media, Risk Management, Public Speaking, Project Management, Event Planning, Team Building, Access
Education
State University of New York College at Oneonta 2003 — 2007
Bachelor of Science (B.S.), Business Economics
Bill Schlichting's New York Life Insurance Company Experience August 1985 - Present
Job Senior Systems Consultant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 1985 - Present
Merrill Lynch March 1983 - August 1985
Skills
Business Analysis, Disaster Recovery, Vendor Management, Systems Analysis, IT Strategy, Compliance, Computer Systems..., Computer Software..., Business Continuity, Business Process..., Information Technology, Resource Management, Requirements Analysis, Process Improvement, Financial Services, Life Insurance, SDLC, Insurance, Retirement Planning, Financial Planning, Project Management, Investments, Fixed Annuities, Retirement, Mutual Funds
Education
SUNY Oswego 1977 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
New York Life Insurance Company August 1985 - Present
Merrill Lynch March 1983 - August 1985
Skills
Business Analysis, Disaster Recovery, Vendor Management, Systems Analysis, IT Strategy, Compliance, Computer Systems..., Computer Software..., Business Continuity, Business Process..., Information Technology, Resource Management, Requirements Analysis, Process Improvement, Financial Services, Life Insurance, SDLC, Insurance, Retirement Planning, Financial Planning, Project Management, Investments, Fixed Annuities, Retirement, Mutual Funds
Education
SUNY Oswego 1977 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Christiana Nicolaou's New York Life Insurance Company Experience June 2012 - August 2012
Job Graduate Student at SUNY New Paltz
Industry
Experience
New York City Mayor's Office for International Affairs: Division for International Business September 2013 - December 2013
New York Life Insurance Company June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SPSS, Critical Thinking, Time Management, E-commerce, Marketing Strategy, New Business Development, Teamwork, Leadership, Fundraising
Education
State University of New York at New Paltz 2014 — 2015
Master of Business Administration (MBA)
State University of New York at New Paltz 2010 — 2014
Bachelor of Science (BS), International Business
Know Europe Study Abroad Program 2013 — 2013
International Business
SUNY Global Engagement Program 2013 — 2013
New York City Mayor's Office for International Affairs: Division for International Business September 2013 - December 2013
New York Life Insurance Company June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, SPSS, Critical Thinking, Time Management, E-commerce, Marketing Strategy, New Business Development, Teamwork, Leadership, Fundraising
Education
State University of New York at New Paltz 2014 — 2015
Master of Business Administration (MBA)
State University of New York at New Paltz 2010 — 2014
Bachelor of Science (BS), International Business
Know Europe Study Abroad Program 2013 — 2013
International Business
SUNY Global Engagement Program 2013 — 2013
Mary Sumakis's New York Life Insurance Company Experience July 2006 - Present
Job CVP at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2006 - Present
Education
SUNY Brockport 1976 — 1978
Bachelor of Science (BS), Psychology
SUNY FArmingdale
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company July 2006 - Present
Education
SUNY Brockport 1976 — 1978
Bachelor of Science (BS), Psychology
SUNY FArmingdale
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Lucien Lavelanet's New York Life Insurance Company Experience March 1989 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 1989 - Present
Skills
TFS, ALM, Software Engineering, Software Configuration..., Scrum, Microsoft SQL Server, Team Foundation Server..., Agile Methodologies, .NET, Visual Studio, SharePoint, Ant, Testing, JIRA, Eclipse, Continuous Integration, Linux, Maven, Windows Server, SDLC, PowerShell DSC, Release Management, Unix, Powershell, Enterprise Software, Windows
Education
State University of New York College at Old Westbury 1975 — 1978
Bachelor of Science (B.S.)
SUNY Oneonta 1974 — 1975
New York Life Insurance Company March 1989 - Present
Skills
TFS, ALM, Software Engineering, Software Configuration..., Scrum, Microsoft SQL Server, Team Foundation Server..., Agile Methodologies, .NET, Visual Studio, SharePoint, Ant, Testing, JIRA, Eclipse, Continuous Integration, Linux, Maven, Windows Server, SDLC, PowerShell DSC, Release Management, Unix, Powershell, Enterprise Software, Windows
Education
State University of New York College at Old Westbury 1975 — 1978
Bachelor of Science (B.S.)
SUNY Oneonta 1974 — 1975
Ron Jamison's New York Life Insurance Company Experience 1998 - 1999
Job Senior Compliance Manager at Marsh & McLennan Companies
Industry Financial Services
Experience
Marsh & McLennan Companies 2015 - Present
Axiom 2014 - 2015
Computershare/Georgeson Securities Corporation 2011 - 2013
BNY Mellon 2009 - 2011
MBSC Securities Corporation (Formerly Dreyfus Service Corp.) 2006 - 2011
BNY Mellon 2004 - 2009
BNY Mellon 1999 - 2004
New York Life Insurance Company 1998 - 1999
OppenheimerFunds 1995 - 1998
Prudential Financial 1988 - 1995
Skills
FINRA, Management, Securities, Corporate Governance, Corporate Law, Licensing, Securities Regulation, Legal Compliance, AML, Privacy Law, Regulations, Financial Regulation, FCPA, Cross-border..., Data Privacy, OFAC, Financial Services, Equities
Education
State University of New York at Buffalo
Juris Doctor, Law
State University of New York College at Buffalo
Bachelor of Arts (BA), Political Science
Marsh & McLennan Companies 2015 - Present
Axiom 2014 - 2015
Computershare/Georgeson Securities Corporation 2011 - 2013
BNY Mellon 2009 - 2011
MBSC Securities Corporation (Formerly Dreyfus Service Corp.) 2006 - 2011
BNY Mellon 2004 - 2009
BNY Mellon 1999 - 2004
New York Life Insurance Company 1998 - 1999
OppenheimerFunds 1995 - 1998
Prudential Financial 1988 - 1995
Skills
FINRA, Management, Securities, Corporate Governance, Corporate Law, Licensing, Securities Regulation, Legal Compliance, AML, Privacy Law, Regulations, Financial Regulation, FCPA, Cross-border..., Data Privacy, OFAC, Financial Services, Equities
Education
State University of New York at Buffalo
Juris Doctor, Law
State University of New York College at Buffalo
Bachelor of Arts (BA), Political Science
Robert Couse's New York Life Insurance Company Experience November 2006 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2006 - Present
Education
State University of New York College at Oneonta
Bachelor's degree, Business/Managerial Economics
New York Life Insurance Company November 2006 - Present
Education
State University of New York College at Oneonta
Bachelor's degree, Business/Managerial Economics
Sarah Cuozzo's New York Life Insurance Company Experience October 2013 - Present
Job Dedicated Agent at New York Life Insurance Company helping young families and businesses in the Hudson Valley.
Industry Insurance
Experience
New York Life Insurance Company October 2013 - Present
Education
Wagner College 2000 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
State University of New York College at Cortland 1991 — 1995
Bachelor of Science, Political Science and Government
New York Life Insurance Company October 2013 - Present
Education
Wagner College 2000 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
State University of New York College at Cortland 1991 — 1995
Bachelor of Science, Political Science and Government