New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Bounce Around Austin July 2010 - Present
YMBL/ Austin Sunshine Camps November 2007 - Present
Sunshine Run January 2014 - July 2014
New York Life Insurance Company January 2010 - November 2010
Northwestern Mutual September 2006 - December 2009
Skills
Retirement Planning, Insurance, Sales, Fundraising, Finance, Small Business, Strategic Financial..., Investments, Strategic Planning, Fixed Annuities, Life Insurance, Financial Analysis, Employee Benefits, Retirement, Wealth Management, Series 7, Mutual Funds, Long-term Care, Estate Planning, Disability Insurance, Series 63, Event Management, Event Planning, Events Coordination
Education
Texas State University 2001 — 2006
BA, Management
The Nautilus Group 2005 - Present
New York Life Insurance Company 2005 - Present
Eagle Strategies, LLC 2005 - Present
NYLIFE Securities, LLC 2005 - Present
Skills
Estate Planning, Legacy Planning, Retirement Planning, Asset Protection, Financial Services, Management, Leadership, Financial Planning, Life Insurance, Customer Service, Analysis
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
New York Life Insurance Company January 2006 - Present
CBCA July 2001 - December 2005
Ascent Assurance July 1996 - June 2001
Walker Financial July 1995 - June 1996
Transport Life Insurance Company July 1989 - June 1994
Skills
Training, Microsoft Excel, Insurance, Life Insurance, Underwriting, Health Insurance, Fixed Annuities, Disability Insurance, Management, Risk Management, Reinsurance, Term Life Insurance, Long-term Care, General Insurance, Retirement Planning
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Aledo High School 1981 — 1984
New York Life Insurance Company April 2014 - Present
Yodle September 2012 - April 2014
The Chocolate Cup March 2010 - July 2013
Yodle January 2012 - September 2012
Austin Pain Associates March 2008 - June 2011
Skills
Sales, Sales Management, Relationship Management, Recruiting, Leadership, Public Speaking
Education
Texas State University-San Marcos 2003 — 2006
Bachelor of Arts (B.A.), Communication, General
Ray High School
New York Life Insurance Company August 2015 - Present
Integ May 2015 - September 2015
Sherwin Williams May 2014 - August 2014
Skills
Financial Planning, Financial Services, Life Insurance, Time Management, Team Building, Customer Service, Business Intelligence, Public Speaking, Sales, Microsoft Technologies, Financial Analysis, Strategic Planning, Business Strategy
Education
Texas A&M University 2011 — 2015
Bachelor's degree, Business Administration and Management, General
Texas General Land Office Agent/BrokerTruan & Associates2002 - 2010
New York Life Insurance Company 1996 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Commercial Leasing, Easements, Government, Policy, Policy Analysis, Program Management, Project Management, Public Policy, Public Relations
Education
Texas State University-San Marcos
Bachelor's degree, Political Science and Government/Economics
The University of Texas at Austin
The Petco Foundation August 2014 - Present
Dell 2012 - 2014
Dell 2008 - 2012
Dell 2004 - 2008
Dell 2002 - 2004
Texas A&M University 2000 - 2002
New York Life Insurance Company 1998 - 2000
American National Insurance 1996 - 1998
Skills
Accounting, Cross-functional Team..., Forecasting, Leadership, Strategy, Finance, Financial Reporting, Management, Analysis, Process Improvement, Sarbanes-Oxley Act, Financial Analysis
Education
Texas A&M University 2000 — 2002
Master of Business Administration (MBA)
University of Houston 1993 — 1996
Bachelor of Business Administration (BBA), Accounting
Novi Labs July 2015 - Present
New York Life Insurance Company September 2014 - July 2015
Hess Corporation May 2009 - September 2014
Beazer Homes January 2005 - April 2009
Skills
ITIL v3 Foundations..., Visio, IT Management, MS Project, Program Management, Process Improvement, Project Management, SharePoint, Business Analysis, Business Process, Windows 7, Project Planning, PMO, Microsoft Project
Education
Texas A&M University - Mays Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Texas A&M University 2000 — 2004
Bachelor of Science (B.S.), Political Science and Government
Porter Hedges LLP September 2011 - September 2013
Hewitt Associates/AonHewitt June 2008 - September 2011
Mercer Human Resource Services September 2007 - May 2008
New York Life Insurance Company September 2006 - August 2007
Daniel J. Hoffman, LLC 2006 - 2006
Virtual Book Worm 2005 - 2006
Skills
Recruiting, Employee Benefits, Customer Service, Benefits Administration, Human Resources, Analysis, Time Management, Microsoft Office, Employee Relations, Internet Recruiting, Performance Management, Outlook, Hiring, Sourcing, HRIS, Onboarding, PeopleSoft
Education
Texas A&M University 2004 — 2007
Bachelors of Business Administration, Business Management
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company March 2014 - Present
Skills
Life Insurance, Retirement Planning, Small Business, Asset Protection, Business Networking, Estate Planning, Key Person Insurance, 401k Rollovers, Business Planning, Retirement Income..., Supplements to Employee..., Investments, Mutual Funds, Financial Services, Education Funding..., Sales Management, Team Building, Team Leadership, Strategic Planning, Finance, Customer Service, Insurance
Education
Texas State University 2012 — 2013
Finance, General
The University of Texas at El Paso 2011 — 2012
Finance, General
Nylife Securities April 2004 - Present
New York Life Insurance Company April 2004 - Present
BNI 2014 - 2015
BNI 2014 - 2015
APAC Customer Services December 1997 - May 1999
Skills
Retirement Planning, Licensed Life Insurance..., Licensed Long-Term Care, Estate Planning, Fixed Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Customer Service, Employee Benefits, Leadership, Sales, Team Building, Mutual Funds, Retirement, Marketing
Education
Texas A&M University-Kingsville 1998 — 2003
BBA, Marketing
Ingleside High School 1992 — 1996
Diploma
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company September 2013 - March 2014
New York Life Insurance Company May 2008 - September 2013
New York Life Insurance Company February 2006 - May 2008
Enterprise Rent-A-Car 1998 - 1999
Skills
Leadership, Training, Recruiting, Financial Recruiting, Hands on Leader, Interviewing
Education
Texas State University-San Marcos 1995 — 1998
Robert E Lee
New York Life Insurance Company February 2002 - Present
Skills
Licensed Life Insurance..., 401k Rollovers, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Estate Planning
Education
Texas Christian University 1996 — 2000
BBA, Business Administration and Management, General
Texas Christian University - M.J. Neeley School of Business 1996 — 2000
Allegiance Bank March 2014 - Present
Robinson Benefits Ltd Co 2009 - 2013
Thomas W. Robinson, Jr. - New York Life Agent & Registered Representative December 1991 - December 1996
New York Life Insurance Company November 1990 - December 1991
Tanglewood Bank January 1989 - November 1990
Skills
Customer Service, Operations Management, Customer Satisfaction, Management, Insurance, Event Management, Underwriting, Leadership, Public Speaking
Education
Texas A&M University
Bachelor's degree
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company May 2013 - April 2014
Ericsson March 2012 - March 2013
Ericsson April 2011 - March 2012
Ericsson September 2010 - April 2011
Skills
Marketing, Leadership, Training, Management, Microsoft Office, Coaching, Events Coordination, Event Marketing Strategy, Marketing Management, Social Media Marketing, PowerPoint, Team Building, Telecommunications, Vendor Management, Project Management, Business Development, Mobile Devices, LTE, Integration, Project Planning, Program Management, Project Delivery, Service Delivery, SAP
Education
Texas A&M University 2006 — 2010
Bachelor of Arts (B.A.), Political Science, Spanish
Midway High School
Eagle Strategies, LLC (New York Life Company) February 1997 - Present
NYLIFE Securities LLC December 1996 - Present
New York Life Insurance Company April 1977 - Present
Middle Tennessee State University December 1974 - December 1975
Skills
Investments, Protection..., Wealth Preservation..., Asset Protection, 401(k) Rollovers, Multi-generational..., Charitable Giving, Education Funding..., Retirement Income..., Strategic Planning
Education
MTSU 1973 — 1975
early American History
MTSU 1971 — 1972
Masters, History
Tennessee Temple University 1966 — 1970
Bachelors, History
New York Life Insurance Company May 2015 - Present
Shippers Express, Inc. May 2015 - Present
Texas A&M Transit January 2015 - Present
HEBISD August 2013 - May 2014
QuikTrip June 2012 - June 2013
Skills
People Skills, Budgeting, Stock Trading, Pastoral Counseling
Education
Texas A&M University 2014 — 2018
Finance, Finance, General, Sophomore
Premier Nationwide Lending January 2015 - Present
Academy Mortgage Corporation August 2012 - January 2015
Social eVolution Media and Marketing May 2010 - August 2012
New York Life Insurance Company October 2009 - June 2010
American Partners Bank March 2009 - August 2009
SunTrust Mortgage February 2003 - October 2008
US Bank Home Mortgage January 2002 - January 2003
North American Mortgage Company July 1992 - January 2002
Skills
Mortgage Planning, Mortgage Banking, Marketing Strategy, Email Marketing, Coaching, Credit Analysis, Mortgage Lending, Loan Origination, FHA financing, Certified Mortgage..., Strategic Partnerships, Sales, Leadership, Horned Frog Football, USDA, First Time Home Buyers, Mortgage Tax Credits, FHA, Investments, Loans, FHA Financing, Investment Properties, Business Development, Real Estate, Refinance, Sales Management, VA Loans
Education
Texas Christian University 1988 — 1992
Bachelor Science, Advertising/Public Relations
New York Life Insurance Company February 2014 - Present
A&M Consolidated High School July 2010 - February 2014
John Paul II High School July 2006 - July 2010
Skills
Life Insurance, Strategic Financial..., Insurance, Finance, Staff Development, Analysis, Fixed Annuities, Disability Insurance, Retirement Planning, Teaching, Term Life Insurance, Long-term Care, Retirement, IRAs, Long Term Care Insurance, Customer Service, Team Building, Strategic Planning, Financial Planning, Public Speaking
Education
Texas A&M University 2000 — 2003
Bachelor of Arts (B.A.), English
Rackspace, the #1 managed cloud company August 2015 - Present
SWBC February 2015 - July 2015
New York Life Insurance Company May 2014 - December 2014
Gold's Gym (Bandera Trails) - San Antonio, TX February 2014 - May 2014
Lifetime Fitness at The Rim June 2011 - January 2014
Skills
Finance, Sales, Financial Services, Marketing, Customer Service, Exercise Physiology, Fitness Training, Strength Training, Nutrition, Sports Nutrition, Exercise Prescription, Personal Training, Sports Medicine, Exercise Instruction, Sports Training, Public Speaking
Education
The University of Texas at San Antonio 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Texas A&M University 2009 — 2011
Calsonic Kansei November 2011 - Present
Parallon Business Solutions May 2011 - November 2011
New York Life Insurance Company November 2010 - April 2011
Skills
Microsoft Office, Customer Service, Inventory Management, Public Speaking, Process Improvement, Research, Product Development, Negotiation, Continuous Improvement, Leadership, Team Building, Strategic Planning, Microsoft Excel, Automotive, Outlook, Manufacturing
Education
Tennessee Technological University 2006 — 2010
Bachelor of Science, Agriculture
Tennessee Technological University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Agriculture, General
New York Life Insurance Company February 2012 - Present
NYLIFE Securities LLC February 2013 - Present
First National Bank July 2005 - February 2012
Skills
Term Life Insurance, Permanent Life Insurance, 401k Rollovers, Retirement Planning, Estate Planning, IRA Rollovers, Strategic Financial..., Education Funding..., Grandchild Gifting, Asset Protection, Buy Sell Agreements, Business Exit Strategy, Small Business, Annuity Sales, Networking, Financial Analysis, Risk Management, Key Person Insurance, Personal Finance, Protection..., Wealth Preservation..., Investments, Business Networking
Education
Texas A&M International University 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
New York Life Insurance Company December 2005 - Present
Invesco February 2002 - September 2005
Janus Capital Group December 1999 - April 2001
Skills
Finance and investing, Management, 401k, Finance, Analysis, Mutual Funds, Training, Investments, Call Centers, Microsoft Excel, Retirement, Series 6, Fixed Annuities, Databases
Education
Texas A&M University 1993 — 1998
Business Management
New York Life Insurance Company June 2015 - Present
Evantage, Inc. February 2014 - March 2015
The Band Connection August 2013 - February 2014
Brazos Record Storage June 2009 - April 2013
Fellowship Church/A&M Christian Fellowship January 2012 - December 2012
Marble Slab Creamery June 2005 - June 2006
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Team Building, PowerPoint, Budgets, Management, Team Leadership, Social Media, Project Management, Training, Time Management
Education
Texas A&M University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Texas A&M University at Galveston 2006 — 2009
Studied, Maritime Administration
Camino Real Financial Strategies July 2011 - Present
NYLIFE Securities LLC June 2010 - Present
Eagle Strategies, LLC June 2010 - Present
New York Life Insurance Company May 2008 - June 2011
Siemens Enterprise Communications January 1998 - March 2008
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Key Person Protection, Licensed Life Insurance..., Protection..., Retirement, Retirement Planning, Small Business, Wealth Preservation...
Education
Thunderbird School of Global Management 1995 — 1996
Master of Business Administration (M.B.A.), International Finance
Texas A&M University 1988 — 1992
Bachelor of Science (B.S.)
Agile Mind December 2012 - September 2015
New York Life Insurance Company March 2012 - November 2012
White Settlement ISD July 2005 - June 2010
Birdville ISD July 2004 - July 2005
Skills
Teaching, Educational Technology, Curriculum Design, Instructional Design, Staff Development, Public Speaking
Education
Texas Christian University 2008 — 2009
Master of Education (M.Ed.), Educational Leadership and Administration, General
Texas Christian University 2000 — 2004
Bachelor of Science (B.S.), Early Childhood Education and Teaching
New York Life Insurance Company September 2013 - Present
Skills
Strategic Planning, Life Insurance, People Development, Executive Management, Finance, Leadership, Sales, Employee Benefits, Financial Analysis, Retirement Planning, Training, Business Planning, Strategic Financial..., Financial Planning, New Business Development, Customer Service, Team Building, Marketing
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Baylor All Saints Health Ctr January 2015 - Present
New York Life Insurance Company August 2010 - January 2015
St. Joseph Regional Health Center Bryan, TX May 2007 - May 2010
Skills
Customer Service, Employee Benefits, Nursing, Translation, Management, Human Resources, Communication, Spanish Literature, Spanish-speaking, Payroll, Cpr Certified, BLS
Education
Texas Woman's University 2013 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Texas A&M University 2004 — 2008
Bachelor of Arts (B.A.), Spanish Language and Literature
Fort Worth Museum Science and History November 2011 - Present
New York Life Insurance Company February 2011 - September 2011
Texas A&M University September 2008 - October 2010
Skills
Guest Service Management, Inventory Management, Employee Training, Project Estimation, Customer Service, Print Estimating, Cash Handling Experience, Event Management, Call Centers, Event Planning, Sales, Social Media, Volunteer Management
Education
Texas A&M University 2000 — 2005
Bachelor of Arts (B.A.), Political Science and Government
New York Life Insurance Company December 2007 - Present
Skills
Retirement Planning, Term Life Insurance, Estate Planning, Annuity Sales, Licensed Life Insurance..., Asset Protection, Grandchild Gifting..., Licensed in Long Term..., Supplements to Employee..., Education Funding...
Education
Texas A&M University-Kingsville
New York Life Insurance Company May 2013 - September 2013
Brewco Marketing Group March 2012 - March 2013
Extreme Marketing & Promotions August 2012 - September 2012
Defense Commissary Agency March 2008 - December 2011
Payless ShoeSource December 2006 - March 2008
Skills
Interactive Marketing, Sales, Google Adwords, Microsoft Office, Brand Awareness, Brand Loyalty, Customer Service, Social Marketing, Social Networking, Social Media, Marketing, Public Relations, Advertising, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Facebook, Social Media Marketing, Brand Development, Marketing Strategy, Relationship Marketing, Close Attention to..., Adapting to New..., Written & Verbal..., Outstanding..., Highly responsible, Maintaining A Positive..., Google Docs, PowerPoint, Email Marketing, Marketing Research, Trade Shows, Time Management, Event Planning, Merchandising, Retail
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
GoFanbase May 2014 - Present
New York Life Insurance Company January 2014 - May 2014
Skills
Insurance, Social Media, Social Networking, Facebook, Social Media Marketing, Blogging, Creative Writing, Microsoft Office, Customer Service
Education
Tennessee Technological University 2010 — 2014
Bachelor of Arts (B.A.), Communication, General
New York Life Insurance Company December 2009 - Present
NYLIFE Securities, L.L.C December 2009 - Present
New York Life Insurance Company December 2009 - Present
Teletrust, Inc. August 2005 - December 2009
Denison ISD August 1998 - August 2005
RotanMosle a subsidiary of PaineWebber purchased by UBS September 1985 - April 1988
Paris Computer Systems August 1982 - August 1985
Skills
Retirement, Investments, Retirement Planning, Insurance, Life Insurance, Small Business, Wealth Preservation..., Asset Protection, Licensed Life Insurance..., Thought Leadership, Protection..., Gifting Strategies, Multi-Generational..., Multi-Generational..., Succession Planning, Licensed in Long Term..., Communication, Multi-generational..., Protection..., Multi-generational..., Team Building, Public Speaking, Management, 401(k) Rollovers, IRAs, Annuity Sales, Education Funding..., Lifetime Income..., Long-Term Care Insurance, Legacy Planning, Financial Services, Licensed in Long-Term..., Term Life Insurance, Business Insurance...
Education
Texas A&M University 1978 — 1982
BA, Economics
The University of Texas at Arlington 1993 — 1997
MA, History & Education
Paris High School 1975 — 1978
Diploma
Zachry Group August 2015 - Present
Zachry Industrial, Inc. May 2013 - August 2015
Zachry Industrial, Inc. August 2012 - May 2013
New York Life Insurance Company October 2010 - February 2012
University Exchange, LLC October 2008 - July 2009
Eyemasters May 2005 - August 2005
Soda Shoppe Cafe February 2004 - August 2004
Skills
Budgets, Risk Management, Accounting, Finance, Leadership, Purchase Orders, Procurement Contracts, Communication Skills, Engineered Materials, Entrepreneurship, Financial Analysis, Strategic Planning, Logistics, Contract Management, Start-ups, Procurement, Project Management, Project Planning, Construction Management, Contract Negotiation, Microsoft Excel, Supervisory Skills, Microsoft Office
Education
The University of Texas at San Antonio 2007 — 2009
Bachelor of Business Administration, Management
Texas A&M University 2004 — 2006
Psychology/Business
Houston ISD November 2014 - Present
Army National Guard November 2012 - Present
Yes You Can Fitness April 2012 - Present
Army National Guard December 2011 - Present
KIPP Houston Public Schools June 2013 - November 2014
New York Life Insurance Company March 2011 - 2013
Remington College March 2010 - January 2011
Vacations to Go November 2007 - March 2010
Primerica March 2006 - March 2009
Skills
Excellent verbal..., Exudes excellent..., Strong communications..., Exceptional..., First-rate..., Investments, Leadership, Research, Public Speaking, Life Insurance, Customer Service, Securities, Analysis, Coaching, Event Management, Management Consulting, Finance, Recruiting, Training, Team Building, Portfolio Management, Staff Development, New Business Development, Business Strategy, Program Management, Risk Management, Higher Education, Negotiation, Team Leadership, Business Development, Data Analysis, Critical Thinking, Market Research, Strategy, Financial Services, Financial Analysis, Entrepreneurship, Microsoft Office, Project Planning, Management, Budgets, Fundraising, Economics, Leadership Development, Retirement, Community Outreach, Business Planning, Marketing, Policy, Sales
Education
Walden University 2009 — 2015
Ph.D in Management, Finance
University of Phoenix 2007 — 2009
MBA, Business Administration
Texas Southern University 2003 — 2005
Bachelors, Finance
humble high school
Diploma
Ramzinski Investments & Insurance Services October 2011 - Present
NYLIFE Securities LLC 2011 - Present
New York Life Insurance Company October 2011 - September 2015
Floresville ISD August 2002 - May 2010
Tami's Tumble Town 2008 - 2010
Skills
Retirement Planning, Life Insurance, Estate Planning, Business Planning, Fixed Annuities, 401k Rollovers, Education Funding..., Gifting Strategies, Long-Term Care Insurance, Wealth Transfer..., Supplements to Employee...
Education
Texas A&M University 1998 — 2002
Bachelor of Applied Science (BASc), Agricultural Economics
Floresville High School
Honors
Schreiner University 2002 — 2003
Master's Degree of Teaching, Teaching Certification
Philly Real Estate March 2005 - Present
Sophisticated Marketing February 2002 - Present
MetLife July 1998 - January 2002
New York Life Insurance Company 1992 - 1998
Skills
Business Strategy, Management Consulting, Team Management, Start-ups, Marketing, Asset Management, Insurance, Entrepreneurship, Team Building, Contract Negotiation, Management, Negotiation, Microsoft Excel, Sourcing, New Business Development, Strategic Planning, Financial Analysis, International Business, Marketing Strategy, Public Relations, Product Management, Risk Management, Sales, Investments, Process Improvement, Business Development, Customer Service, Leadership
Education
St. Francis Xavier college H.K.
Temple University - Fox School of Business and Management
Chesapeake Regional Imaging Centers/OIA LLC June 2009 - Present
Hallmark Cards April 2013 - October 2014
ANN INC. August 2011 - January 2013
Allstate February 2011 - October 2011
Diagnostic Health/CRIC June 2009 - February 2011
New York Life Insurance Company August 2006 - June 2009
Skills
Sales, Salesforce.com, Estate Planning, Health Insurance, Marketing, LUTCF, Liaison, Cold Calling, Small Business, Relationship Management, Customer Service, Event Planning, Marketing Strategy, New Business Development, Social Media
Education
Texas A&M University 1982 — 1986
BS, Health Education
New York Life Insurance Company February 2003 - Present
Education
University of Phoenix 2010 — 2012
MSA
The American College 2004 — 2006
LUTCF
Temple University - Fox School of Business and Management 1998 — 2002
BBA, Accounting and Finance
AV Commercial Cleaning Solutions December 2012 - Present
New York Life Insurance Company September 2011 - December 2012
Advanced Financial Services January 2011 - February 2012
Fort Sill National Bank January 2008 - December 2010
Skills
Sales, B2B, Loans, Banking, Strategic Financial..., Insurance, Life Insurance, Investments
Education
Tennessee State University 2010 — 2013
Bachelor's degree, Finance
University of Memphis 2004 — 2007
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Houston ISD November 2014 - Present
Designed 2 Dance January 2014 - Present
The Movement Lab October 2013 - Present
Houston Metropolitan Dance Center May 2013 - Present
Phoenix Rise Global Group, LLC (PRGG) August 2012 - Present
Blink Rotate, LLC August 2009 - Present
Royal Academy of Fine Arts 2013 - 2014
MetLife January 2009 - August 2012
MetLife August 2005 - January 2009
New York Life Insurance Company May 2003 - 2005
Skills
Insurance, Employee Benefits, Underwriting, Sales, Account Management, Marketing, Sales Management, Customer Retention, Life Insurance, Financial Services, Management, CRM, Recruiting, Training, Marketing Strategy, Leadership, Teaching, Team Building, Public Speaking
Education
Drexel University, Goodwin College of Education 2011 — 2013
Master's of Science (MS), Global and International Education
Temple University - Fox School of Business and Management 1999 — 2004
Bachelor of Business Administration (BBA), Marketing
INOVA Fairfax Hospital 2007 - Present
Driscoll Children's Hospital 2005 - 2007
Austin Regional Clinic 1999 - 2002
Aetna 1998 - 1999
New York Life Insurance Company 1995 - 1998
US Army 1988 - 1993
Skills
Healthcare, Prevention, Emergency Medicine, PALS, Hospitals, Healthcare Management, ACLS, Strategic Planning, Process Improvement, Team Building, EMR, Patient Safety
Education
Texas A&M University-Corpus Christi 2003 — 2005
Bachelor of Science in Nursing
University of Mary Hardin-Baylor 1993 — 1995
Master of Health Services Management, Health/Health Care Administration/Management
United States Military Academy at West Point 1984 — 1988
BS- Engineering, Chemistry
Family Heritage April 2012 - Present
New York Life Insurance Company February 2012 - May 2012
The Rooster Group April 2010 - November 2011
Golds Gym International February 2004 - February 2005
Skills
Negotiation, Financial Planning, Retirement Planning, Customer Relations, Customer Service, Customer Satisfaction
Education
Texas A&M University-Kingsville 2007 — 2009
B.A.A.S, Business Administration
Palo Alto Community College 2006 — 2007
A.S, Agribusiness
ClearVista Financial April 2014 - Present
Transamerica Financial Advisors, Inc. July 2013 - Present
NYLIFE Securities LLC September 2011 - July 2013
New York Life Insurance Company May 2011 - July 2013
Mechanical Reps, Inc. March 2002 - May 2011
Fox Service Company 1993 - 2002
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Portfolio Management, Securities, Insurance, Finance, Financial Planners, Financial Advisory
Education
Texas A&M University 1985 — 1989
BS, Agricultural Economics
MEDHOST June 2014 - Present
Lawrence Glass Company June 2011 - June 2014
New York Life Insurance Company October 2010 - May 2011
The Rush Fitness Complex August 2008 - September 2010
Skills
Sales, Personal Training, Health Insurance, Fitness Training, Fitness, Cpr Certified, Customer Service, Clinical Research, Strength Training, Nutrition, Wellness Coaching, Healthcare, Health Education, Athletics, CPR Certified, Wellness
Education
Tennessee Technological University 2003 — 2010
Bachelor of Science (B.S.), Exercise Physiology/ Biochemistry
OmniGear January 2015 - Present
Martin Sprocket & Gear March 2012 - January 2015
New York Life Insurance Company August 2010 - March 2012
Johnston Legal Group August 2008 - August 2010
Skills
Sales, Project Management, Quality Management, Estimating, Project Estimation, Customer Service, Sales Process, Management, Purchasing, Inventory Management, Microsoft Office, Marketing, Account Management, Pricing, Sales Operations, Negotiation, New Business Development, Public Relations, Sales Management
Education
Texas Christian University 2004 — 2008
Bachelor's degree, Marketing
Charles Schwab November 2013 - Present
New York Life Insurance Company June 2012 - September 2013
Best Buy August 2011 - July 2012
Education
Texas State University-San Marcos 2008 — 2011
Bachelors in Political Science, Liberal Arts and Sciences
James Bowie High School 2002 — 2006
Western & Southern Life February 2015 - Present
Farmers Insurance September 2011 - January 2015
New York Life Insurance Company April 2010 - October 2011
BRISTOL-MYERS SQUIBB COMPANY March 2002 - October 2009
Bristol-Myers Squibb February 2000 - October 2009
Bristol-Myers Squibb February 2000 - March 2002
INNOVEX / SOLVAY PHARMACEUTICALS March 1999 - February 2000
BORON LEPORE AND ASSOCIATES / DJ PHARMA August 1998 - March 1999
Education
Texas Christian University
B.S, Education
SEMES February 2012 - Present
Brinker International February 2010 - February 2012
JPMorgan Chase January 2009 - December 2009
New York Life Insurance Company 2008 - 2008
Skills
Customer Service, Communication, Problem Solving, Organization, Teamwork, Multi Tasking, Inventory Control, Event Planning
Education
Texas A&M University 2004 — 2008
Bachelor of Arts (B.A.), Mathematics
Hays CISD August 2014 - Present
New York Life Insurance Company June 2013 - April 2014
New York Life, Long-Term Care Division June 2009 - June 2013
New York Life Long-Term Care June 2007 - June 2009
Education
Region 13 Education Services Center 2014 — 2015
117 ELA&R (4-8), 111 GEN (4-8), and 154 ESL, Secondary Education and Teaching, 4-8
Texas Lutheran
Bachelor of Arts, Psychology
New York Life Insurance Company September 1990 - Present
E L Garcia Insurance Associates September 1995 - Present
G&G Glass Company July 1979 - August 1990
Magee Glass Company April 1978 - June 1979
Union Carbide Corp March 1975 - April 1978
Corning/Components Inc. April 1974 - February 1975
US Navy October 1970 - December 1973
Skills
Insurance, Retirement, Retirement Planning, Financial Services, Fixed Annuities, Securities, Estate Planning, Finance, Strategic Planning, Disability Insurance, IRAs, Term Life Insurance, Long Term Care Insurance, Long-term Care, Life Insurance, Universal Life, Tax, Health Insurance, Employee Benefits, Investments, Succession Planning, Key Person Insurance, Whole Life, 401k Rollovers, 401k, Mutual Funds, Risk Management, Annuities, Annuity
Education
The American College
Chartered Life Underwriter
Pan American University
Master’s Degree in Business Administration
Texas A&M University 1966 — 1970
BS Electrical Engineering, Engineering
Macro Asset Perspective® Certified
New York Life Insurance Company April 2013 - Present
Legacy Fighting Championships January 2013 - Present
North Texas Boxing July 2011 - Present
Bank of America October 2011 - April 2013
Skills
Marketing Strategy, Marketing, Social Media Marketing, Advertising, Online Marketing, Online Advertising, New Business Development, Social Media, Sales, Public Relations, Digital Marketing, Email Marketing, Strategic Planning, Marketing Communications, Account Management, Event Planning, Leadership, Facebook, Social Networking
Education
Texas A&M University 1995 — 2000
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
SEI June 2015 - Present
SEI February 2014 - Present
State Farm August 2013 - February 2014
New York Life Insurance Company May 2012 - July 2013
Citi July 2011 - August 2011
Skills
General Securities..., Series 7, Series 63, Analysis, Research, Public Speaking, Customer Service, Microsoft Word, Sales, Sales Process, Customer Acquisition, Relationship Management, Building Relationships, Problem Solving, Teamwork, MS Office, Access,..., Cash Flow, Organization, Business Process, Continuing Education
Education
Temple University - Fox School of Business and Management 2014 — 2017
Master of Business Administration (MBA), Finance
West Virginia University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.4
VMware August 2015 - Present
Insight May 2014 - August 2015
Dell May 2010 - December 2013
New York Life Insurance Company November 2008 - May 2010
US Army August 1999 - August 2003
US Army August 1999 - August 2003
Skills
Virtualization, Storage, Sales, Team Leadership, Enterprise Software, Sales Process, Enterprise Architecture, Managed Services, Selling, Cloud Computing, Lead Generation, Servers, Storage Area Networks, Channel Partners, Security, Business Development, Professional Services, Networking, CRM, Sales Presentations, Demand Generation, Strategic Partnerships, Sales Operations, Partner Management, Product Management, Management, Leadership, Account Management, Salesforce.com, Solution Selling, SaaS, Direct Sales, Sales Management
Education
Texas State University-San Marcos 2003 — 2008
History
York Risk Services Group July 2014 - Present
iProspect, a Dentsu Aegis Network Company February 2012 - July 2014
Windstream Communications June 2010 - February 2012
New York Life Insurance Company January 2010 - May 2010
Target May 2008 - May 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Business Analysis, Access, Customer Service, Management, Strategic Planning, Data Analysis, Team Leadership, Leadership, Account Management, PowerPoint, Sales, Training, Public Speaking, Microsoft Word, Social Media, Online Marketing, Web Design
Education
Texas A&M University-Commerce 2013 — 2014
MBA, Finance and Financial Management Services, 3.5
University of Central Arkansas 2006 — 2010
Bachelor of Business Administration (BBA), Finance, 3.65
Texas Farm Bureau Insurance Companies July 2011 - Present
East Texas Wranglers Indoor Football Team March 2011 - Present
New York Life Insurance Company October 2009 - June 2011
Building Services Group Ltd September 2006 - August 2009
Group 1 Automotive February 2004 - May 2006
AutoNation 1996 - 2003
Skills
Retirement Planning, Estate Planning, Long Term Care
Education
West Texas A&M University 1987 — 1990
Business/Finance
Texas A&M University
New York Life Insurance Company May 2010 - Present
Skills
Fixed Annuities, IRAs, Insurance, Life Insurance, Long-term Care, Retirement, Retirement Planning, Long-Term Care Insurance, Education Funding..., Supplements to Employee...
Education
Texas A&M University-Corpus Christi 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Brownsville Independent School District: January 2014 - Present
New York Life Insurance Company July 2012 - Present
Desperado Harley-Davidson February 2013 - June 2015
Motorcycle Safety Foundation October 2012 - June 2015
Brownsville Independent School District October 2012 - December 2013
Los Fresnos Consolidated School District January 2013 - October 2013
New York Life Insurance Company June 2011 - July 2012
Aflac March 2010 - June 2011
BookBee January 2004 - September 2010
Texas Book Company- UTB-TSC Bookstore August 1995 - October 2003
Skills
Public Speaking, Public Relations, Customer Relations, Insurance, Microsoft Office, MSF RiderCoach, Team Building, Leadership, Training, Customer Service, PowerPoint, Marketing, Strategic Planning, Coaching, Teaching, Sales, Nonprofits, Event Planning, Budgets, Leadership Development, Microsoft Word, Fundraising, Negotiation, Policy, Research, Community Outreach, Microsoft Excel
Education
A-STEP 2013 — 2013
Alternative Certification, Teacher Education and Professional Development, Specific Subject Areas, 4-8, 8-12
Harley-Davidson RidersEdge 2013 — 2013
Certificate, RiderCoach
Texas Department of Public Safety 2012 — 2012
Certificate, RiderCoach
University of Texas at Brownsville 1994 — 1996
BA, History
The University of Texas at Austin 1970 — 1973
Business Administration and Management, General
Brownsville High School 1968 — 1970
Diploma
St. Joseph's Academy 1964 — 1968
Texas Southmost College
Anthropology
New York Life Insurance Company January 2014 - Present
The Hartford November 2009 - September 2013
Electronic Data Systems 1995 - 2009
Skills
Life Insurance, Succession Planning, Financial Planning, Long Term Care Insurance, Small Business, Strategic Planning, Fixed Annuities, Retirement Planning, Business Planning, Small Business Server, Term Life Insurance, Public Speaking, Project Management, Customer Service, Insurance
Education
The Cittone Institute 2001 — 2002
Computer Programming/Programmer, General
Temple University - Fox School of Business and Management
Business, Management, Marketing, and Related Support Services
Mutual of America June 2015 - Present
Armor Wealth Management January 2014 - June 2015
New York Life Insurance Company June 2012 - December 2013
FC Dallas August 2011 - May 2012
Brazos Valley Bombers August 2009 - December 2009
Education
Texas A&M University 2007 — 2011
Sport Management, Minors: Business, International Cultural and Diversity
New York Life Insurance Company June 1987 - Present
Skills
Insurance, Life Insurance, Retirement, Disability Insurance, Term Life Insurance, Retirement Planning, Finance, Estate Planning, Long Term Care Insurance, Health Insurance, Licensed Life Insurance..., Wealth Preservation..., Annuity Sales, Asset Protection, Legacies, Succession Planning, 401(k) Rollovers, Protection Planning/..., Small Business
Education
Texas A&M University-Kingsville 1983 — 1987
Bachelor of Business Administration (BBA)
Vere Global February 2014 - Present
MassMutual Financial Group July 2011 - February 2013
HMB Stonebridge 2010 - 2011
New York Life Insurance Company 2003 - 2010
Skills
Investments, Analysis, Series 63, Wealth Management, Finance, Financial Services, Strategic Financial..., Series 7, Securities, Management, Business Continuity..., Investment Advisory, Employee Benefits, Fixed Annuities, Mutual Funds, Investment Advisory..., Business Development, Retirement, Portfolio Management, Asset Management, Asset Allocation, Networking, Investment Strategies, Retirement Planning
Education
Southwest Texas State University 1990 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company December 2010 - Present
Skills
Company/Group Benefits, 401k Rollovers, Tax Free Income, College Savings Plans, Guaranteed Lifetime..., Permanent Life Insurance, Life & Health Insurance..., Spanish-speaking
Education
Texas A&M University-Kingsville 2001 — 2004
Texas A&M University-Corpus Christi
Bachelor of Business Administration (BBA), Accounting
NYLIFE Securities September 2013 - Present
New York Life Insurance Company July 2012 - Present
Texas A&M International University October 2009 - June 2012
Texas A&M International University March 2007 - December 2009
LaredoCalendar.com May 2006 - March 2007
New York Life Insurance Company/NYLIFE Securities November 2004 - May 2006
E. L. Garcia Insurance Associates August 2002 - November 2004
Fox Sports Radio/Clear Channel Dallas July 2001 - August 2002
IBM January 1999 - June 2001
Skills
Employee Benefits, Insurance, Licensed Life Insurance..., Licensed in Long-Term..., Management, Grant Writing, Retirement, Investments, Asset Protection, Leadership Development, Marketing, Program Management, Retirement Planning, Gifting Strategies, Small Business, Annuity Sales, 401k Rollovers, Key Person Protection, Time Management, Spanish, Strategic Planning, Leadership, Protection..., Public Speaking, Thought Leadership, Public Relations, Nonprofits, CRM, Advertising, Event Planning, Sales, Life Insurance, Grants, Training
Education
Texas A&M International University 2007 — 2010
Masters
Dale Carnegie Training 2004 — 2004
Effective Communications & Human Relations/Skills for Success
Leadership Corpus Christi 2003 — 2004
Class 32
Texas A&M University 1994 — 1998
BBA
W B Ray High School 1990 — 1994
Windsor Park Elementary
TD Ameritrade July 2012 - Present
Morgan Stanley Smith Barney May 2011 - November 2012
New York Life Insurance Company May 2007 - May 2011
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2006
BBA, Marketing and Entrepreneurial Management
New York Life Insurance Company June 2013 - Present
IBM June 2010 - July 2012
Shupper-Brickle Equipment Co. April 2006 - August 2007
Skills
Microsoft Office, Access, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, MS Project, Outlook, Program Management, Change Management, Strategic Planning, Project Management, Team Building, Management
Education
DeVry University 2009 — 2012
BA, Business Information Systems
Temple University - Fox School of Business and Management 2007 — 2009
Finance
UPS Supply Chain Solutions March 2013 - Present
New York Life Insurance Company July 2010 - January 2013
FedEx July 1996 - January 2009
Campbell Soup Company March 1985 - March 1995
Skills
Sales, New Business Development, Contract Negotiation, Freight Forwarding, Air Freight, Ocean Freight, Customs Brokerage, Supply Chain Management, Operations Management, Supply Chain, Team Building, Account Management, Customer Service, Logistics, Management, Marketing, Strategic Planning
Education
Texas Christian University
BA, Fashion, Marketing
New York Life Insurance Company December 2008 - Present
ACN March 2008 - April 2013
Independent Capital Management February 2003 - December 2008
Texas Instruments May 1997 - October 2002
Skills
Sales, Account Management, New Business Development, Insurance, Business Development, Strategic Planning, Sales Management, Marketing, Business Planning, Cross-functional Team..., Leadership, Management, Investments, Team Leadership, Marketing Strategy
Education
Texas A&M University 1994 — 1999
BS, Physics
Texas A&M University 1994 — 1999
BBA, Business--Marketing
Arts Magnet 1990 — 1994
Booker T. Washington 1990 — 1994
High School, Theatre
KB Polk
Landmark
San Antonio A&M Club and Foundation August 2013 - Present
Ascende October 2012 - July 2013
New York Life Insurance Company June 2008 - October 2012
Southern Methodist University May 2006 - July 2008
Southern Methodist University January 2006 - May 2006
12th Man Foundation January 2004 - January 2006
Skills
Sports, Retirement Planning, Fundraising, Customer Service, Sales, Fixed Annuities, Sports Management, Life Insurance, Event Planning, Long-term Care, Sports Marketing, Event Management, Leadership, Recruiting, Insurance
Education
Texas A&M University 2002 — 2006
BS, Sport Management
New York Life Insurance Company November 2008 - Present
New York Life Long-Term Care 2008 - Present
Kathy Renick-Bell Photography 1992 - Present
Skills
Retirement Planning
Education
Texas State University 1976 — 1978
New York Life Insurance Company June 2015 - Present
Coastal Bend Business Innovation Center June 2014 - July 2015
Coastal Bend Business Innovation Center October 2013 - June 2014
Coastal Bend Business Innovation Center - TAMUCC August 2013 - October 2013
Texas A&M University-Corpus Christi January 2012 - October 2013
Texas A&M University-Corpus Christi September 2012 - September 2013
Skills
Microsoft Word, Microsoft Office, Research, Teamwork, Data Analysis, Microsoft Excel, Public Speaking, PowerPoint, Customer Service, Time Management, Event Planning, Management, Social Networking, Spanish, Strategic Planning
Education
Texas A&M University-Corpus Christi 2014 — 2015
Master of Business Administration (M.B.A.), 4.0 GPA
Texas A&M University-Corpus Christi 2010 — 2014
Bachelor's Degree, Management, Summa Cum Laude - 3.9/4.0
Stripes Convenience Stores May 2011 - Present
New York Life Insurance Company March 2010 - April 2011
Skills
Retail, Microsoft Office, Marketing, Merchandising, Negotiation, Leadership, Sales Management, Strategic Planning, Customer Service, Sales
Education
Texas A&M University-Corpus Christi 2010 — 2011
Master of Business Administration (M.B.A.)
Texas A&M University-Corpus Christi 2007 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Franke July 2012 - Present
New York Life Insurance Company December 2011 - January 2012
TEKsystems February 2011 - November 2011
Skills
Recruiting, Customer Service, Account Management, Sales, Leadership, Applicant Tracking..., Process Improvement, Marketing, PBS
Education
Tennessee State University 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Lincoln High School 2001 — 2005
Diploma
New York Life Insurance Company September 2015 - Present
Skills
Financial Services, Insurance, Investments, Small Business, Retirement Planning
Education
Texas State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
San Antonio Christian Schools 2001 — 2005
YETI Coolers August 2015 - Present
New York Life Insurance Company January 2015 - May 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Leadership
Education
Texas State University 2011 — 2015
Bachelor’s Degree, Advertising
High School for Performing and Visual Arts 2007 — 2011
High School, Dance
New York Life Insurance Company May 2015 - Present
Skills
Social Networking, Public Speaking, Marketing, Social Media, Team Building, Customer Service, Sales, Leadership, Online Advertising, Small Business, Financial Analysis, Financial Planning, Blogger, Blogging, Facebook, Online Marketing, Social Media Marketing, Video, Web Marketing
Education
Tennessee State University
Sociology
New York Life Insurance Company March 2014 - December 2014
New York Life via Belcan December 2013 - March 2014
First Baptist Church Round Rock August 2012 - December 2013
Pflugerville ISD February 2012 - June 2012
Farmers Insurance August 2010 - December 2010
Gregory-Portland ISD August 2007 - May 2010
Del Mar College August 2004 - December 2008
Texas A&M University September 2005 - March 2006
Skills
Microsoft Excel, Communication, Problem Solving, C++, Analysis, PowerPoint, Microsoft Word, Statistics, Higher Education, Mathematics Education, Teaching, Public Speaking, Curriculum Design, Data Analysis, Research, Program Management
Education
Texas A&M University-Corpus Christi 2003 — 2006
BS, Mathematics, 3.72 GPA
NYLIFE Securities LLC July 2013 - Present
New York Life Insurance Company March 2013 - Present
Net Positive May 2012 - January 2013
Skills
Insurance, Retirement Planning, Estate Planning, Licensed Life Insurance..., Business Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Investments, Gifting Strategies, Legacies, Multi-Generational..., Multi-Generational..., Protection..., Succession Planning, Wealth Preservation..., Key Person Insurance, Financial Services, Account Management, Disability Insurance, Life Insurance, Sales, Customer Service, Financial Planning
Education
Texas State University-San Marcos 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
New York Life Insurance Company May 2015 - Present
Fairfax County Public Schools September 2014 - April 2015
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance
New York Life Insurance Company April 2015 - Present
Coastal Deli September 2003 - April 2015
Skills
Marketing, Computer-savvy, Manageability, Multi-tasked, Goal Oriented, Leadership
Education
Texas A&M University-Corpus Christi 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
New York Life Insurance Company December 2014 - Present
Ally Financial Inc. December 2013 - December 2014
State Farm December 2011 - December 2013
Ally Financial Inc. December 2008 - December 2011
Skills
Management, Sales, Leadership, Coaching, Business Development, Leadership Development, Sales Management, Direct Sales, Sales Process, Sales Operations, Retirement, Training, New Business Development, Team Building, 401k Rollovers, Financial Services, Life & Health Insurance...
Education
Texas State University 1994 — 1999
AC Jones
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company September 2012 - January 2014
New York Life Insurance Company June 2004 - September 2012
New York Life Insurance Company September 2003 - June 2004
New York Life Insurance Company May 2001 - September 2003
AXA Advisors August 1996 - May 2001
Education
Texas A&M University 1976 — 1980
U.S. Department of Labor October 2014 - Present
United States Air Force June 2010 - Present
Docucare Inc. 2012 - 2014
New York Life Insurance Company May 2013 - July 2013
Docucare Inc. 2009 - 2012
United States Department of Defense June 2009 - January 2010
Skills
Microsoft Office, PowerPoint, Security Clearance, Leadership, Analysis, Team Leadership, Government, Training, Management, Team Building, Leadership Development, Project Management, Risk Management, Microsoft Excel
Education
Widener University School of Law 2015 — 2015
Jurist Academy, Pre-Law Studies
Temple University - Fox School of Business and Management 2009 — 2015
Bachelor’s Degree, Economics
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company December 2014 - Present
Bob Mills Furniture February 2013 - January 2015
The Buckle, Inc. October 2012 - February 2013
Skills
401k Rollovers, Life Insurance, Annuity Sales, Business Planning, Income Protection, LGBT Planning, Grandchild Gifting, Retirement Planning, Personal Finance, Protection Planning, Communication, Marketing, Networking, Sales, Relationship Management, Business Development
Education
Texas A&M University-Commerce
Business
Bethel Financial Group, LLC August 2015 - Present
Eagle Strategies LLC July 2014 - Present
New York Life Insurance Company August 2006 - Present
NYLIFE Securities LLC August 2006 - Present
Skills
Retirement Planning, Estate Planning, Life Insurance, Retirement, Fixed Annuities, Term Life Insurance, Investments, Insurance, Long Term Care Insurance, Long-term Care, Income for Life, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Income Protection, Wealth Accumulation, Small Business, Long Term Care, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Protection..., Succession Planning, Retirement Income..., 401(k) Rollovers, Asset Protection, Business Insurance..., Business Succession..., Buy-sell Agreements, Education Funding..., IRA Rollovers, Legacy Planning, Life Insurance..., Lifetime Income..., Personal Finance, Problem Solving, Public Speaking, Wealth Transfer..., Workshop Facilitation, Key Person Insurance
Education
Texas Christian University 1999 — 2004
Bachelor of Science, Journalism
Greenhill School 1986 — 1999
RGT Wealth Advisors May 2012 - Present
EDRS April 2010 - May 2012
Seattle Mariners June 2009 - June 2010
New York Life Insurance Company October 2009 - March 2010
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Asset Managment, Financial Independence..., Risk Analysis, MLB Players Association..., NFL Players Association..., Investment Management, Investments, Finance, Investment Advisory, Risk Management, Management, Financial Analysis, Portfolio Management, Personal Financial..., Due Diligence
Education
Texas Tech University 2009 — 2012
Masters of Science, Personal Financial Planning
Texas Tech University 2004 — 2009
BBA, Business Management / General Business
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company April 2015 - Present
Lone Reed July 2014 - Present
Higginbotham & Associates July 1996 - January 2015
Madison Benefits Group, Inc. June 1996 - January 2015
Skills
Marketing, Sales, Strategic Planning, Public Relations, Health Insurance, Disability Insurance, Insurance, Employee Benefits, Brokers, New Business Development, Social Networking, Sales Management, Leadership, Management, Social Media Marketing, Social Media, Public Speaking, Healthcare, Marketing Communications, Advertising, Event Management, Microsoft Office, Marketing Strategy, Event Planning, Contract Negotiation, Term Life Insurance, Commercial Insurance, Team Building, Project Management, Microsoft Excel, Benefits Administration, Customer Service, Account Management, Life Insurance
Education
Texas A&M University 1981 — 1985
Marketing
Plano High School 1978 — 1979
New York Life Insurance Company May 2012 - Present
Skills
Customer Service, Recruiting, Life Insurance, Investments, Financial Planning, Retirement Planning, College Funding..., Sales, Variable Annuities, Variable Life, Fixed Annuities, Mutual Funds, Asset Management, Leadership, Marketing, Finance, Social Media, Banking, Insurance
Education
Texas A&M University 1996 — 2001
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Mission High School 1992 — 1996
New York Life Insurance Company March 2015 - Present
Skills
Sales Management, Sales, Account Management, Project Planning, Microsoft Excel, Operations Management, Key Account Management, Purchasing, Outlook, Customer Service, Budgets, Procurement, Marketing, Sales Operations, Inventory Management, Team Management, Contract Negotiation, New Business Development, Negotiation, Insurance, Financial Analysis, Financial Planning, Risk Management, Business Planning, Business Strategy, Leadership, Project Management, Program Management
Education
Texas A&M University 1995 — 1999
Kinesiology, Sports Management
Texas A&M University 1995 — 1999
Bachelor's degree, Sports Management
New York Life Insurance Company June 2015 - Present
Silverleaf Resorts April 2014 - Present
The Christian Gifts Outlet January 2014 - May 2014
City of Coppell May 2012 - August 2013
Pump It Up of Coppell, Tx November 2009 - January 2011
Skills
Interpersonal..., Sales, Recruiting, Leadership, Social Media, Social Networking, Marketing, Lead Generation, Customer Service, Microsoft Office, Time Management, Community Outreach, Event Planning, Critical Thinking, PowerPoint, Direct Sales, Teamwork
Education
Texas State University
Bachelor of Fine Arts (B.F.A.), Communication, General
Overhead Door Corporation February 2013 - Present
ReachLocal July 2010 - December 2012
New York Life Insurance Company July 2009 - July 2010
TelaDoc May 2007 - April 2009
Blinn College July 2005 - May 2007
Texas A&M University September 2003 - January 2007
AgriLogic January 2001 - August 2003
Skills
Captivate, Camtasia, Articulate, Marketing Communications, Training Manuals, Instructional Design, E-Learning, Training Delivery, Training, Needs Analysis, Curriculum Development, Technical Writing, Program Management, Software Documentation, Employee Training, Management, CRM, Project Management, Adult Education, Strategic Planning, Onboarding, Strategy, Learning Management, Instructor-led Training, Leadership Development, Blended Learning, Leadership, Creative Writing, Client Relations
Education
Texas A&M University 2003 — 2005
MA, English
Texas A&M University 1996 — 2000
BS, AgriBusiness
Texas A&M University 1996 — 2000
B.S., AgriBusiness
Cy-Fair High School 1992 — 1996
AIG Financial Network October 2014 - Present
Jackson National Life July 2011 - September 2014
Rejoice Ministries September 2007 - September 2011
New York Life Insurance Company March 2010 - July 2011
Method58 August 2006 - January 2010
The Juice Bar August 2006 - December 2009
Stifel Financial Corp. August 2007 - February 2008
Merrill Lynch Pierce & Fenner April 2006 - October 2006
The Red Carpet Lounge/The Six One Five January 2004 - June 2005
Skills
Sales, Mutual Funds, Project Planning, Finance, Marketing, Time Management, Retirement, Fixed Annuities, Financial Services, Series 7, Securities, Alternative Investments, Insurance, Life Insurance, Financial Advisory, Strategic Financial..., Consulting, Strategic Planning, Salesforce.com, Investments, Series 63, Retirement Planning, Team Building, Sales Management, Microsoft Excel, Business Development, Management, Marketing Strategy, Advertising, Microsoft Office, Small Business, Public Speaking, Series 6, Cold Calling
Education
Tennessee State University 2003 — 2005
MBA, Marketing and Management
Tennessee State University 1997 — 2003
BS, Political Science
Law Office of Watts & Associates June 2012 - November 2013
United States District Court for the Southern District of Texas January 2013 - May 2013
National Black Law Students Association March 2012 - March 2013
Professor Walter Champion August 2012 - December 2012
Harris County Attorney Vince Ryan's Office August 2011 - November 2011
New York Life Insurance Company May 2008 - April 2011
Skills
Research, Legal Writing, Legal Research, Microsoft Office, Westlaw, Fundraising, Community Outreach, Civil Litigation, Public Policy, Litigation, Employment Law
Education
Texas Southern University—Thurgood Marshall School of Law 2010 — 2013
Juris Doctor, Magna Cum Laude
Tarleton State University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Capitol Wealth Strategies March 2014 - Present
Texas Army National Guard September 2006 - Present
Kevin Wood Landscapes October 2013 - April 2014
New York Life Insurance Company May 2013 - August 2013
Platinum Pools November 2012 - May 2013
Saint-Gobain NorPro July 2010 - November 2010
Renewed Creation February 2010 - May 2010
Texas A&M University 2005 - 2010
Texas A&M University May 2009 - August 2009
Skills
Leadership, AutoCAD, SketchUp, Microsoft Office, Military, Project Planning, Project Management, Adobe Creative Suite, Landscape Design, Team Leadership, Army, Analysis, Landscape Architecture, Microsoft Excel, Command, Military Experience, Operational Planning, Security, Military Operations, Security Clearance, Force Protection, Construction Management, CAD, Photoshop, Design Programming, Computer Hardware..., Life Insurance, Strategic Financial..., Web Design, Digital Painting, Painting, Sketching
Education
Texas A&M University 2005 — 2010
Bachelor of Landscape Architecture, landscape architecture, environmental design urban planning, military sciences
US Army IBOLC
SHI International Corp. July 2015 - Present
SHI International Corp. May 2015 - Present
SHI International Corp. December 2013 - Present
New York Life Insurance Company November 2012 - December 2013
Lowe's Home Improvement August 2011 - November 2012
Hyatt Hotels Corporation June 2006 - May 2009
Skills
Customer Service, Sales, Time Management, Public Speaking, Microsoft Office, Leadership, PowerPoint, Microsoft Excel, Customer Satisfaction, Account Management, Outlook, Inventory Management, Direct Sales, Sales Process, Enterprise Software, Cold Calling, Sales Management, Teamwork, Communication
Education
Texas State University-San Marcos 2007 — 2012
Bachelor of Science (B.S.), General Studies
New York Life Insurance Company December 2011 - Present
DFW Pediatric Neurology March 2011 - November 2011
Education
Texas Christian University 2007 — 2011
Kinesiology
Hudspeth Insurance Services August 2012 - Present
Houston Housing Authority June 2012 - Present
New York Life Insurance Company March 2008 - August 2012
Capital One April 2006 - February 2008
Hibernia National Bank May 1999 - April 2006
Chase Bank November 1996 - May 1999
Texas Commerce Bank June 1994 - November 1996
Skills
Financial Services, Management, Community Development, Insurance, Nonprofits, Business Development, Project Management, Leadership, Financial Education, Presentations, Community Outreach, Fixed Annuities, Long Term Care Insurance, Life Insurance, Term Life Insurance, Fixed Income, Affordable Housing, Creative Problem Solving, Small Business, Investments, Financial Analysis, Underwriting, Retirement Planning, Team Building, Financial Risk, Strategic Financial..., Strategic Planning, Credit, Loans, Loan Origination, Banking, Commercial Banking, Public Speaking, Credit Analysis, Small Business Lending, Consumer Lending, Commercial Lending, Marketing, Sales, Finance, Analysis, Long-term Care, Customer Service, Training, Mortgage Banking, Risk Management, Mortgage Lending, Relationship Management
Education
Tennessee State University
BBA, Economics and Finance
New York Life Insurance Company June 1994 - Present
MetLife June 1992 - June 1994
Skills
Mutual Funds, Retirement, Retirement Planning, Wealth Management, Investments, Fixed Annuities, Strategic Financial..., IRAs, Series 63, 401k, Series 7, Wealth Accumulation, Estate Planning, Asset Allocation, Investment Advisory, Financial Planning
Education
Texas A&M University 1983 — 1984
Master of Business Administration (MBA)
DriveTime September 2012 - Present
New York Life Insurance Company July 2011 - February 2012
Education
Texas A&M University-Kingsville 2006 — 2010
BBA, Marketing
New York Life Insurance Company June 2011 - Present
Logan's Roadhouse September 2002 - Present
Williamson County Schools January 2010 - May 2011
TTU August 2008 - May 2010
Ravenwood High School August 2005 - July 2008
Education
Tennessee Technological University 2008 — 2010
Masters, Business Administration
Tennessee Technological University 2001 — 2003
Master of Arts, Instructional Leadership
Tennessee Technological University 1999 — 2001
Bachelor of Science, Mathematics
Columbia State Community College 1997 — 1999
Associate Degree of Science, Mathematics
Liberty Mutual Insurance August 2014 - Present
Liberty Mutual Insurance October 2013 - August 2014
Liberty Mutual Insurance July 2012 - December 2013
Liberty Mutual Insurance June 2011 - July 2012
Liberty Mutual Insurance November 2010 - June 2011
New York Life Insurance Company November 2008 - June 2009
Travelers Insurance June 2006 - December 2008
Skills
Property & Casualty..., Underwriting, Consulting, Root Cause Problem..., Lean Thinking, Business Analysis, Workers Compensation, Business Process..., Commercial Insurance, Brokers, Liability, Leadership, General Insurance, Public Speaking
Education
Texas Christian University 2002 — 2006
BS, Communication
New York Life Insurance Company May 2015 - Present
Allstate Insurance Co. April 2013 - May 2015
Southwest Airlines March 2012 - April 2013
Southwest Airlines September 2009 - February 2012
Southwest Airlines April 2008 - September 2009
TerraCycle May 2007 - September 2007
Skills
Analysis, SDLC, Forecasting, Project Management, Project Planning, Business Analysis, Change Management, Requirements Analysis, Business Process..., Logistics, Security, Workforce Management, Workforce Planning, Vendor Management, Management, Leadership, Microsoft Office, Customer Service, Microsoft Excel, Process Improvement, Strategy, Operations Management, Training, Strategic Planning, Interpersonal Skills, Contract Negotiation
Education
Texas Southern University 2009 — 2012
University of South Florida 2005 — 2009
Texas A&M University-Corpus Christi July 2014 - Present
Texas A&M University-Corpus Christi August 2013 - July 2014
Texas A&M University-Corpus Christi August 2012 - August 2013
Texas State Aquarium September 2011 - August 2012
Texas A&M University-Corpus Christi August 2011 - December 2011
Texas State Aquarium February 2010 - September 2011
Time Warner Cable Media Sales May 2008 - January 2010
Time Warner Cable Media Sales November 2006 - May 2008
New York Life Insurance Company July 2005 - November 2006
Skills
Account Management, Public Speaking, Technical Writing, Proposal Writing, Editing, Marketing Communications, Fundraising, Advertising, Statistical Package for..., Event Planning, Quantitative Research, Social Media, PowerPoint, Microsoft Excel, Facebook, Customer Service, Leadership, Training, Social Media Marketing, Public Relations, SPSS, Higher Education
Education
Texas A&M University 2015 — 2019
PhD (In Progress), Organizational Communication
Texas A&M University-Corpus Christi 2009 — 2011
Master of Arts, Communication
The University of Texas at Austin
Bachelor of Arts (B.A.), Religious Studies, Minor in History
Capital One April 2013 - Present
Vensoft May 2007 - Present
Fannie Mae April 2011 - March 2013
New York Life Insurance Company October 2010 - March 2011
NYS Office of Children and Family Services April 2009 - September 2010
Paradigm Management Services May 2008 - November 2008
Standard & Poor's August 2007 - April 2008
JGD Associate Avon OH August 2005 - January 2006
Texas A&M University January 2005 - August 2005
Skills
Data Warehousing, ETL, SQL, Business Intelligence, Data Modeling, Business Analysis, SDLC, Requirements Analysis, Microsoft SQL Server, SSIS, Business Objects, Data Analysis, Visio, Agile Methodologies, SSRS, Informatica, Testing
Education
Texas A&M University 2004 — 2007
Master of Engineering (MEng)
Govt College o Engieering, Karad 1994 — 1998
Bachelor of Engineering (BEng)
Magnum Oil Tools International March 2015 - Present
Banking December 2006 - March 2015
New York Life Insurance Company October 2005 - December 2006
Skills
Management, Strategic Planning, Interpersonal Skill, Credit Analysis, Banking, Credit, Highly detail oriented, Commercial Banking, Commercial Lending, Loans, Credit Risk, Portfolio Management, Customer Service, Financial Analysis, Small Business Lending, Finance, Treasury Management, Salesforce.com, Microsoft Office, Financial Modeling, Government Loans, Nonprofit Loans, Equipment Finance -..., 10 Key, Depository Services, Depository Operations, Always Punctual, Motivated self-starter, Team Leadership, Public Speaking
Education
Texas A&M University-Corpus Christi 2010 — 2013
Master of Public Administration (M.P.A.), Emphasis on Non-Profit Management, Cumulative GPA: 4.00 out of 4.00
Texas A&M University-Corpus Christi 2001 — 2004
Bachelor of Business Administration (B.B.A.) - Summa Cum Laude, Double Major: Accounting and Finance, Cumulative GPA: 3.95 out of 4.00
Mettey Cares September 2012 - Present
Aflac 2008 - Present
GDH Consulting 2004 - Present
I.C. Brokerage January 2011 - June 2014
New York Life Insurance Company July 2011 - June 2012
TEKsystems 2004 - 2006
Walmart - Workstation Solutions 2002 - 2004
Walmart - Workstation Solutions 2002 - 2004
Skills
Insurance, Health Insurance, Employee Benefits, Fixed Annuities, Life Insurance, Long-term Care, Disability Insurance, Customer Service, Public Speaking, Sales, Consulting, Risk Management, Financial Planners, Coaching, Retirement, Retirement Planning, Sales Management, Team Building, Cold Calling, Term Life Insurance, Healthcare, Small Business, Medicare
Education
Vocational 2002 — 2002
A+ Certification, Computer hardware and software, Networking
Texas A&M University-Kingsville 1991 — 1994
Secondary Teaching Certificate, Speech Communication, French
Texas A&M University-Kingsville 1983 — 1988
Communications, Radio and Television Production; French
Ecolab March 2012 - Present
Willow Creek Community Church 2006 - July 2013
Access2Go July 2011 - March 2012
First Communications December 2009 - July 2011
New York Life Insurance Company September 2008 - November 2009
Jani-King 2006 - 2008
Pinnacle Sports 2000 - 2002
Skills
Budgets, Contract Negotiation, Sales Process, Direct Sales, Leadership, Public Speaking, Sales, Marketing, Account Management, Cold Calling, New Business Development, Event Planning, Social Media, Integration, Salesforce.com, Strategic Planning, Social Media Marketing, Social Networking, B2B, Sales Management, Customer Service
Education
Texas Christian University 2002 — 2006
Bachelor of Science, Broadcast Journalism
Texas Christian University 2002 — 2006
BS, Broadcast Journalism
New York Life Insurance Company March 2013 - Present
Skills
Java, SDLC, Agile Methodologies, Java Enterprise Edition
Education
Tennessee Technological University
MS
New Braunfels Middle School August 2012 - Present
Brooks Academy of Science and Engineering October 2008 - July 2012
Alamo Area Mutual Housing Association September 2007 - September 2008
New York Life Insurance Company September 2006 - February 2007
Skills
Public Speaking, Public Relations, Press Releases, Classroom, Editing, Coaching, Advertising, Higher Education, Leadership, Program Management, Research, Teaching, Community Outreach, Event Planning, Fundraising, Nonprofits, PowerPoint, Program Development, Staff Development
Education
Texas Lutheran 2002 — 2006
BA, Communication Studies
Saint Michael's Academy 1998 — 2002
High school diploma, High school
New York Life Insurance Company December 2012 - Present
NYLIFE Securities LLC November 2012 - Present
R J Financial Group, LLC January 2001 - Present
Miami Valley Fair Housing Center, Inc. 2010 - 2015
Revival Center Ministries, Int. January 2008 - March 2010
AXA Advisors March 2004 - December 2007
Key Bank December 2002 - March 2004
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Finance, Insurance, Financial Services, Management, Financial Education, Small Business, Wealth Management, Retirement, Investments, Fixed Annuities, Mutual Funds, Life Insurance, Securities, Estate Planning, Protection Planning/..., 401k Rollovers, Key Person Protection, Legacies, Education Funding..., Permanent Life Insurance, Leadership, Public Speaking, Risk Management, Financial Planning, Wealth, Personal Finance, IRAs
Education
Tennessee State University 1983 — 1988
Bachelor or Business Administration, Business Administration and Management, General
Robert W Groves High School 1979 — 1983
Diploma, General
GameStop October 2014 - Present
Cidrep April 2014 - Present
Incomm April 2014 - October 2014
TEKsystems September 2013 - March 2014
Deloitte Touche Tohmatsu Limited April 2012 - August 2013
Comforce December 2011 - March 2012
New York Life Insurance Company February 2010 - December 2011
HCR Group April 2009 - February 2010
Aflac February 2007 - February 2009
Aflac June 2005 - February 2007
Skills
Active Directory, Servers, Disaster Recovery, Windows Server 2003, Windows Server 2008, Clustering, Windows, System Administration, Troubleshooting, XP, TCP/IP, Windows Server, VMware, Microsoft Office, DNS, Virtualization, Customer Relations, Integration, Team Leadership, Problem Solving, Security, Scripting, Firefighting, Windows 7, Applications Support, Microsoft Technologies, Enterprise Architecture, Server Architecture, VBScript, Powershell, IT Service Management, Cluster, DHCP, SAN, Group Policy, Windows XP, Technical Support
Education
Texas State Technical College 1990 — 1994
AAS, Computer Science
Pampa High School
USAA November 2012 - Present
Enterprise Rent-A-Car July 2010 - June 2011
New York Life Insurance Company September 2008 - January 2010
Kay Jewelers July 2006 - April 2008
Express August 2005 - July 2006
Skills
Microsoft, People Skills, Inventory Management, Product Management, Situational Leadership, Cross-functional Team...
Education
Occupational Safety & Health Administration 2011 — 2011
Completed training in the 30 Hour Outreach General Industry Program
University Of Phoenix, MBA 2006 — 2008
MBA, Business Management
Texas A&M University-Kingsville 2003 — 2004
BBA, Business Management
Hearst Media Services August 2013 - Present
New York Life Insurance Company December 2012 - August 2013
Taylor Daily Press and Hutto News July 2011 - December 2012
Williamson County Sun February 2000 - May 2011
Skills
Advertising, Social Media Marketing, Online Marketing, Social Media, Graphic Design, Public Relations, Marketing, Event Planning, Team Building, Social Networking, SEO, Media Relations, Fundraising, SEM, Google Adwords, Direct Mail, Marketing Strategy, Sales, Customer Service, Public Speaking, Event Management
Education
Texas State University-San Marcos
Master's Degree, Public Administration, 3.7
The University of Texas at Austin
Bachelor of Science (B.S.), Advertising
Austin Community College
Associate's Degree, Criminal Justice/Law Enforcement Administration
Investment Professionals, Inc. March 2015 - Present
NYLIFE Securities, LLC June 2012 - March 2015
New York Life Insurance Company June 2012 - March 2015
State Farm Insurance September 2009 - May 2012
Dream Dinners November 2005 - May 2008
SWBC October 1996 - December 2006
Edward Jones February 1994 - September 1996
Skills
Customer Satisfaction, 401k Rollovers, IRA Rollovers, Lifetime Income..., Retirement, Investments, Insurance, Life Insurance, Small Business, Supplements to Employee..., Business Succession..., Account Management, Education Funding, Estate Planning, Grandchild Gifting, Legacy Planning, Wealth Transfer..., Public Speaking, Finance, Financial Services, Long Term Care Insurance
Education
Texas A&M University 1989 — 1993
Bachelor's Degree, Journalism
Motivated Marketing August 2015 - Present
New York Life Insurance Company April 2015 - August 2015
Innovative Marketing 2007 - August 2015
Southwest Printers and Publishers June 2012 - July 2015
Four States Furniture January 2012 - June 2012
Ashley Furniture HomeStore, Texarkana January 2012 - June 2012
Texarkana Bandit Hockey Organization 2003 - 2006
Skills
Marketing, Corporate Gifts, Account Management, Direct Marketing, Digital Marketing, Social Media Marketing, Coaching, Catalogs, Management, Advertising, Contract Negotiation, Viral Marketing, Strategic Planning, Business Cards, Marketing Communications, Team Building, Sales Management, Event Planning, Direct Sales, Event Management, Non-profits, Strategic Partnerships, Market Planning, Online Marketing, Email Marketing, Newsletters, Editing, Sales, Sales Process, Nonprofits, Market Research, Brand Development, B2B, Business Development, Customer Service, Marketing Strategy, Leadership, Direct Mail, Social Media
Education
Texas A&M University-Texarkana 2004 — 2008
BBA, Marketing
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company December 2011 - Present
Texas A&M University-Kingsville September 2005 - June 2011
Skills
Leadership, Higher Education, Program Management, Public Speaking, Community Outreach, Fundraising, Staff Development, Budgets, Nonprofits, Leadership Development, Term Life Insurance, Fixed Annuities, Project Planning, Insurance Planning, 401k Rollovers
Education
Texas A&M University-Kingsville 1998 — 2003
MS, Counseling & Guidance
Texas A&M University-Kingsville 1984 — 1988
BBA, Accounting
New York Life Insurance Company April 2015 - Present
International Planning Group May 2012 - April 2015
Deloitte February 2011 - April 2012
JPMorgan Chase January 2007 - January 2011
Skills
Tax, Financial Planning, Tax Research, Tax Compliance, Wealth Management, Wealth Preservation, Wealth Transfer, High Net Worth..., International Estate..., Wealth Management..., Wealth, International Real..., Strategic Financial..., Estate Planning, Income Tax, Insurance, Financial Planners, Business Planning, Trusts, Life Insurance, Financial Services, Tax Law, Asset Management, International Tax, Mergers & Acquisitions, Estate Tax Planning, Tax Accounting, Finance
Education
Temple University - James E. Beasley School of Law 2006 — 2008
LL.M., Tax and Estate Planning
Widener University School of Law 2002 — 2005
J.D., Law
Aeneid Insurance LLC January 2015 - Present
UnitedHealthcare June 2011 - Present
MassMutual Seattle August 2012 - December 2014
American Financial Group March 2009 - June 2011
New York Life Insurance Company August 2008 - March 2009
Skills
Salesforce.com, Cold Calling, Direct Sales, Start-ups, Sales Process, Account Management, Lead Generation, Sales Operations, CRM, SaaS, Sales
Education
Texas State University-San Marcos 2007 — 2008
MBA, Master of Business Administration
Texas State University 2003 — 2007
BA, International Studies - Business Emphasis
Kelli Ashbrook State Farm April 2015 - Present
Texarkana Radio Center January 2014 - April 2015
TexAmericas Center April 2012 - November 2013
Magness Financial Group July 2011 - May 2012
New York Life Insurance Company March 2008 - July 2011
Texarkana Radio Group May 2005 - November 2010
Skills
Refinance, Asset, Business, Insurance, Investments, Time Management, Real Estate, Marketing, Small Business, Management, Budgets, Brokerage, Portfolio Management, Strategic Planning, Finance, Financial Analysis, Sales, Executive Management, Leadership, Analysis, Banking, Loans, Risk Management, Financial Services, Fixed Annuities, Business Planning, Credit, Retirement Planning, Asset Management, Retirement, Commercial Lending, Mergers & Acquisitions, Consumer Lending, Strategy, Life Insurance, Employee Benefits, Term Life Insurance, Small Business Lending, Commercial Real Estate, Credit Analysis, Customer Service, Disability Insurance
Education
Texas High School 1990 — 1994
Texarkana College
Texas A&M University-Texarkana
Bachelor of Business Administration (B.B.A.), Finance
New York Life Insurance Company December 2014 - Present
Star Community Newspapers July 1995 - April 2014
Skills
Social Media Marketing, Public Speaking, Media Relations, Marketing, Annuity Sales, Key Person Protection, Licensed Life and..., Long Term Care Insurance, Permanent Life Insurance, Term Life Insurance, Whole Life Insurance, Communication, Customer Relations, Management, Sales, Team Building, Team Leadership, Writing
Education
Texas A&M University-Commerce 1993 — 1994
Bachelor's of science, Journalism
Texas A&M University 2008 - Present
Texas A&M University-Texas Transportation Institute 2008 - 2008
New York Life Insurance Company 2007 - 2008
Seguros Monterrey New York Life 2006 - 2006
Texas A&M University- America Reads & Counts 2002 - 2005
Skills
Research, Economics, Data Analysis, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Higher Education, Fundraising, Financial Analysis, Non-profits, Statistics, Analysis
Education
Texas A&M University 2010 — 2012
MS, Higher Education Administration
Texas A&M University 2004 — 2006
BS, Economics
Texas A&M University - Mays Business School 2004 — 2006
Certificate, Business Economics
Texas A&M University 1997 — 2001
BA, International Studies-Commerce
The Linc Group, LLC 2010 - 2010
The Linc Group, LLC 2008 - 2009
New York Life Insurance Company 2005 - 2006
Credit Suisse 2004 - 2005
Morgan Stanley Investment Management 2003 - 2004
El Paso Corporation 2001 - 2003
Education
Texas A&M University
BBA, Accounting
University of Houston Law Center
JD
New York Life Insurance Company June 2008 - Present
Goodman Distribution August 2006 - June 2008
Valspar Corporation 1999 - 2006
Education
Texas State University 1996 — 1999
BBA, Business Management
MassMutual Southwest October 2006 - Present
New York Life Insurance Company January 1998 - October 2006
Skills
Retirement, Life Insurance, Disability Insurance, Long Term Care Insurance, Insurance, Financial Services, Finance, Portfolio Management, 401k, Fixed Annuities, Securities, Retirement Planning, Long-term Care, Term Life Insurance, Analysis
Education
Texas A&M University 1993 — 1997
BS, Animal Science
Dresser-Rand April 2013 - Present
New York Life Insurance Company September 2012 - March 2013
House Call Doctors Texas June 2010 - October 2012
Wisenbaker Builder Services November 2008 - June 2010
Skills
Sales, Insurance, Customer Service, Business Development, Management, Analysis, Project Management, Team Building, Contract Negotiation, Finance, Accounting, Healthcare, Proposal Generation, Communication, Problem Solving, Process Improvement, Account Management
Education
Texas A&M University 2004 — 2008
Bachelors, Agricultural Business
New York Life Insurance Company
Skills
Customer Service, Microsoft Excel, Project Planning, Program Management, Sales, Sales Management, Team Building, Budgets, Team Leadership, Account Management, Leadership, Strategic Planning, Cross-functional Team..., Microsoft Office, Process Improvement, Fixed Annuities, Microsoft Word
Education
Texas Christian University 2006 — 2008
Bachelor's Degree, Political Science
Tablerock Land Services May 2015 - Present
Percheron, LLC December 2013 - May 2015
Percheron Acquisitions, LLC June 2012 - December 2013
Percheron, LLC October 2011 - May 2012
Contract Land Staff July 2010 - September 2011
Hilliard Land Services July 2007 - July 2010
New York Life Insurance Company March 2006 - May 2007
Texas Farm Bureau Insurance Companies January 1995 - January 2006
Skills
Access, Acquisitions, Analysis, ArcGIS, Budgets, Business Development, Contract Negotiation, Customer Service, Due Diligence, Easements, Energy, Energy Industry, Financial Analysis, GIS, Gas, Insurance, Investments, Land Acquisition, Leadership, Leases, Management, Mergers, Mergers, Microsoft Excel, Microsoft Office, Microsoft Word, Minerals, Natural Gas, Negotiation, New Business Development, Oil, Oil/Gas, Oilfield, Onshore, Petroleum, Pipelines, Project Management, Project Planning, Property, Real Estate, Renewable Energy, Research, Sales, Strategic Planning, Supervisory Skills, Team Building, Time Management, Title Searches, Upstream, Wind
Education
Texas A&M University 1988 — 1990
Bachelors
NYLIFE Securities LLC July 1999 - Present
New York Life Insurance Company July 1999 - Present
Education
Temple University - Fox School of Business and Management 1987 — 1990
Master of Science (M.S.), Actuarial Science
Johnstone Supply May 2010 - Present
New York Life Insurance Company August 2008 - April 2010
Goodman Manufacturing August 2006 - August 2008
Valspar August 1999 - August 2006
Education
Texas State University 1995 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
New York Life Insurance Company May 2012 - Present
Comal Independent School District June 2008 - May 2012
Skills
Teachers, Educational Leadership, Special Education, Curriculum Design, Curriculum Development, Educational Technology, Teacher Training, Tutoring, Teaching, Staff Development, Coaching, Public Speaking
Education
Southwest Texas State University 1994 — 1998
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
New York Life Insurance Company September 2011 - September 2012
21ST CENTURY TECHNOLOGIES INC August 1999 - September 2005
Skills
Customer Service, Microsoft Office, Sales, Leadership, Insurance, Outlook, Marketing, Project Management, Team Building, Account Management, Accounting, Administrative..., Office Management, Facilities Management, Small Business, Recruiting, Busines, Company Secretarial Work, Executive..., Human Resources
Education
Texas State University 2002 — 2005
Elementary Education and Teaching
University of Louisiana at Lafayette 1994 — 1997
Environmental and renewable resources
New York Life Insurance Company August 2012 - Present
Coventry August 2010 - August 2012
CIGNA Group Insurance June 2008 - August 2010
Education
Temple University - Fox School of Business and Management 2005 — 2008
BBA, Actuarial Science
E & R Beverages August 2005 - June 2014
Decor Management, LLC July 2005 - June 2014
New York Life Insurance Company March 2003 - November 2004
Prudential Insurance May 1996 - January 2000
Skills
Microsoft Office, Excel, PowerPoint, Lotus Notes, Filemaker Pro, 10 Key, FileMaker, Microsoft Excel, Special skills in mail..., Critical Thinking, Customer Service, Spreadsheets, Sales, Employee Benefits, New Business Development, Administration, Management, Outlook, Training, Microsoft Word
Education
Texas Southern University 1975 — 1979
None, Business Administration and Management, General
Powell Point Hgh School 1970 — 1974
High School Diploma
New York Life Insurance Company May 2013 - Present
Cellular Sales Verizon Retailer October 2010 - May 2013
Education
Texas State University-San Marcos 2000 — 2006
Bachelor of Arts (B.A.), History/ Minor P.E.
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company December 2009 - December 2012
Skills
Customer Service, Analysis, Securities, Variable Annuities, Life Insurance, Employee Training
Education
Texas A&M University 2007 — 2009
Master of Science (M.S.), Economics
Texas A&M University 2003 — 2007
Bachelor of Science (B.S.), Economics
Favorite Brands June 2012 - Present
New York Life Insurance Company September 2010 - September 2012
Lakeside Lawn Care, LLC June 2006 - September 2010
Garland Independent School District August 1999 - May 2004
Education
Texas A&M University-Commerce 1997 — 1999
Bachelor of Arts (BA), English Language and Literature and Spanish
New York Life Insurance Company 2014 - Present
CC CT Head Start August 2006 - November 2014
Skills
Early Childhood...
Education
Texas State University 2001 — 2005
Bachelor of Science (B.S.), Interdisciplinary Studies
Victoria College 2001 — 2002
New York Life Insurance Company September 2013 - Present
Seguros Monterrey New York Life May 2011 - September 2013
New York Life Houston GO January 1999 - April 2011
Skills
Recruiting, Staff Development, Executive Managment, Financial Services, Sales, People Development, Event Management
Education
Texas State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New York Life Insurance Company March 2015 - Present
Citizens State Bank - Tyler Texas November 2013 - March 2015
Bank of America March 2013 - November 2013
Bank of America September 2011 - March 2013
Bank of America April 2007 - September 2011
Sky Ranch February 2002 - August 2006
Skills
Building Relationships, Creative Problem Solving, Leadership, Process Improvement, Team Building, Asset Protection, Income Protection, Licensed Life Insurance..., Retirement Income..., Supplements to Employee..., Term Life Insurance, Whole Life Insurance, Insurance, Finance, Life Insurance, Customer Service, Event Planning, Nonprofits, Sales, Public Speaking, Strategic Planning
Education
Texas A&M University 2005 — 2006
Bachelor's degree, Political Science
Tyler Junior College 2001 — 2004
Associate's degree, Business Administration, Economics, Psychology
Van High School 1998 — 2001