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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Tristate Toyota/ Scion January 2014 - Present
Audi Shrewsbury January 2011 - December 2013
New York Life Insurance Company September 2007 - August 2011
Bancroft Motors May 1999 - May 2006
Tristate Toyota Dodge September 2002 - May 2004
Skills
Finance,, Sales, Negotiation, High Level Of Accuracy, Hands-on Training, Sales Management, Managing Finances, Money Management, Insurance, Extended Warranty, Protection, Estate Planning, Finance, Financial Services, Customer Retention, Customer Service, Leadership, Management, Retirement Planning, Sales Process, Strategic Financial..., Team Building
Education
The American College 2009 — 2012
ChFC, Financial Planning
The American College 2009 — 2010
LUTCF, Retirement Planning, Estate Planning, Long Term Care
Blue Nail Enterprises February 2015 - Present
New York Life Insurance Company April 2013 - February 2015
Ben E. Keith Company February 2010 - April 2013
Skills
401k Rollovers, Aunnity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Sales, Goal Oriented
Education
Texas Tech University 2003 — 2006
Sports and Exercise
Eagle Strategies, LLC August 2012 - Present
New York Life Insurance Company September 2006 - Present
MJML Services LLC January 2001 - January 2006
Internet Tool & Die 2000 - 2001
Hillerich & Bradsby Co. 2000 - 2001
US Army February 1996 - June 1998
Skills
Retirement, Retirement Planning, Disability Insurance, Estate Planning, Mutual Funds, Long-term Care, Fixed Annuities, Insurance, Wealth Management
Education
The American College 2012 — 2014
CLU, Charter Life Underwriter
University of Louisville 2001 — 2002
MEng, Computer Engineering and Computer Science
University of Louisville 1998 — 2001
BS, Computer Engineering and Computer Science
NAIFA-Vermont July 2015 - Present
New York Life Insurance Company February 2003 - Present
NYLIFE Securities LLC February 2003 - Present
South Burlington Rotary Club July 2012 - June 2013
Club Metronome 1993 - 2006
Shearer Chevrolet 2000 - February 2003
Skills
Retirement Planning, Long Term Care, Insurance, Annuities, Customer Relations, Employee Benefits, Risk Management, Business Planning, Retirement, Disability Insurance, Securities, Succession Planning, Mutual Funds, Health Insurance, Life Insurance, Customer Service, Estate Planning, Ice Hockey, Snowboarding, Customer Support, Fixed Annuities, Strategic Financial..., Investments, Customer-focused, Determination to Succeed, IRAs, Sales, 401k, Finance, College Savings Plans, Term Life Insurance, Series 6, Financial Services, Variable Annuities, 401k Rollovers, Roth IRA, Whole Life, Key Person Protection, Collateral Assignment, Long-term Care, Long Term Care Insurance
Education
University of Vermont 1992 — 1996
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
The American College 2003 — 2004
LUTCF Designation, Insurance
Woodstock Union High School 1989 — 1992
Fuller Safety & Compliance, LLC 2010 - Present
STA Benefits, Ltd. (AN NFP COMPANY) July 2007 - Present
UTPB / Presidential Museum 2008 - 2012
New York Life Insurance Company August 2004 - December 2006
US Navy July 1997 - July 2002
Skills
SafeLand, SafeGulf, SEMS, TRAP Training, CPR Trainer, Supervisor Trainer, Facilitator, Instructor, Safety Director, Forklift Trainer, Hydrogen Sulfide Trainer, Financial Analysis, Retirement Plan..., Forklift Operator, Series 7, Retirement, Investments, Life Insurance, 401k, IRAs, Finance, Cpr Certified, Management, Safety, Public Speaking, Due Diligence, Fixed Annuities, Training, Energy, Mutual Funds
Education
Texas Tech University 2005 — 2007
M.S., Financial Planning
University of Texas Permian Basin 2005 — 2007
BA, Leadership Studies; Political Science
New York Life Insurance Company February 2009 - Present
NYLIFE Securities LLC December 2009 - Present
Euclid Fish Company September 1994 - February 2009
Education
The American College 2011 — 2012
Mentor High School 1992 — 1995
General Studies
Profectus Financial August 2011 - Present
RGL Group Financial August 2011 - Present
New York Life Insurance Company November 2003 - August 2011
Gateway March 2001 - September 2003
Skills
Business Strategy, Financial Planners, Risk Management, Investments, Estate Planning, Key Person Protection, Life Insurance, Retirement Planning, Succession Planning, Fixed Assets, Disability Insurance, Long-term Care, 401k Rollovers, Wealth Preservation..., Investment Management, 401k, Asset Protection, Tax-advantaged..., Health Insurance, Guaranteed Lifetime..., Licensed Life & Health..., Investment Strategies, Commercial Insurance, Buy-sell Agreements, Individual Pension Plans, Strategic Financial..., Trust, Asset Allocation, Licensed Life Insurance..., Insurance, Series 63, Mutual Funds, Financial Analysis, College Funding..., Variable Life, Employee Benefits, SEP IRA, Wealth Management, Licensed to Sell..., Executive Benefit..., Wealth, Asset Management, IRAs, Roth IRA, Retirement
Education
The American College 1999 — 2003
Bachelor's degree, Network and System Administration/Administrator
Eagle Strategies, LLC May 2014 - Present
New York Life Insurance Company April 2011 - Present
New York Life Insurance Company October 2009 - April 2011
Skills
Finance, Asset Allocation, Asset Protection, Insurance, Public Speaking, Financial Education, College Savings Plans, IRAs, Retirement Planning, Employee Benefits, Life Insurance, Financial Services, Strategic Financial..., Financial Advisory, Retirement
Education
The American College 2003 — 2006
Chartered Financial Consultant
The American College 2003 — 2006
Chartered Life Underwriter
University of Washington 1992 — 1996
Bachelor of Arts (BA), East Asian Studies
New York Life & MainStay Investments March 2012 - Present
New York Life Insurance Company September 2011 - Present
Texas Tech University April 2010 - June 2011
Texas Tech University November 2005 - April 2010
Texas Tech University November 2003 - October 2005
Skills
401k Rollovers, 401k, Annuity Sales, Strategic Financial..., Business Insurance..., Buy-sell Agreements, IRA Rollovers, Retirement Planning, Investments, Life Insurance..., Education Funding..., Legacy Planning, Insurance, Accounting, Financial Reporting, Financial Analysis, Management, Forecasting, Microsoft Excel, Managerial Finance, Finance, Budgets, Analysis
Education
Texas Tech University 2000 — 2002
BBA, Finance
Midland College 1998 — 2000
General Business
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company October 2014 - Present
Education
Texas Tech University 1992 — 1995
Bachelor of Science (BS), Biology
Texas Woman's University 1997 — 1999
Secondary Education and Teaching
Paschal High School 1988 — 1992
MassMutual Financial Group June 2014 - Present
New York Life Insurance Company February 2007 - June 2014
MassMutual Financial Group 2014 - 2014
New York Life 2007 - 2014
Skills
Insurance, Retirement, Financial Services, Retirement Planning, Disability Insurance, Finance, Estate Planning, Leadership, IRAs, Recruiting, Financial Planners, Long Term Care Insurance, Fixed Annuities, Investments, Securities, Life Insurance, Mutual Funds, Strategic Financial..., 401k, Long-term Care, Financial Planning, Business Planning, Health Insurance, Financial Advisory, Term Life Insurance, Series 7, 401k Rollovers, Wealth Management, Series 6, Series 63, Investment Advisory, Roth IRA, Employee Benefits, Series 24
Education
The American College 2008 — 2014
LUTCF, Financial Planning and Services
Upper Iowa University 2000 — 2003
Bachelor of Science (BS), Finance, General
East High School Des Moines, Iowa
University of Iowa
University of Iowa
Qpon Compass Business June 2015 - Present
Ehlers June 2014 - October 2014
Zulqarnain Group April 2014 - July 2014
Epicor Software June 2013 - September 2013
New York Life Insurance Company January 2013 - April 2013
Skills
PowerPoint, Microsoft Excel, Customer Service, Public Speaking, Lean Thinking, Microsoft Word, Time Management, Microsoft Office, Corporate Finance, Elevator Pitch, Blogging, Bloomberg Terminal, Team Leadership, Disclosure, HTML 5, Financial Accounting, Python, Google Analytics, Adsense, Financial Modeling, SQL, Leadership, Social Media, Teamwork
Education
University of Minnesota - Carlson School of Management 2011 — 2015
BSB, Finance and Entrepreneurial Management
Thammasat University 2014 — 2014
International Exchange Program, Business Administration and Management, General
TD Ameritrade May 2014 - Present
AIG July 2013 - May 2014
Tobin Construction June 2009 - May 2013
Merrill Lynch February 2012 - December 2012
USAA July 2010 - February 2012
New York Life Insurance Company June 2009 - July 2010
Skills
Negotiation, Sales Process, B2B, Retirement Planning, Cold Calling, Selling, Finance, Insurance, Relationship Development, Account Management, Life Insurance, Mutual Funds, Leadership, Retirement, Consultative Sales, Closing, Sales Management, Financial Analysis, Investments, Financial Services, Management, Risk Management, Sales, Financial Planning, Portfolio Management, Wealth Management
Education
Texas Tech University
BA, Economics, Personal Financial Planning
Eagle Strategies, LLC (New York Life Company) March 2015 - Present
New York Life Insurance Company March 2004 - Present
NYLIFE Securities LLC March 2004 - Present
Land & Company 1998 - 2000
Skills
LUTCF, 401k Rollovers, Annuity Sales, Estate Planning, Insurance, Licensed Life Insurance..., Life Insurance, IRAs, Retirement, Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Finance, Small Business, Disability Insurance
Education
The American College 2009 — 2015
Chartered Financial Consultant ChFC, Financial Planning and Services
Kennedy Insurance September 1991 - Present
New York Life Insurance Company January 1986 - August 1991
Skills
Insurance, Accident, Disability Insurance, Health Insurance, Dentistry, Term Life Insurance, Whole Life, Critical Illness, Universal Life, Health Savings Accounts, Property & Casualty..., Long-term Care, Sales, Brokers, General Insurance, Small Business, Life Insurance, Medicare, Fixed Annuities, Workers Compensation, Umbrella Insurance, Commercial Insurance, Employee Benefits, Casualty, Underwriting, Retirement Planning, Liability, Commercial Lines, Permanent Life Insurance, Long Term Care Insurance, Legal Liability, Licensed Life & Health..., Key Person Insurance, Voluntary Employee..., Homeowners, IRAs, Employment Practices..., Liability Analysis, Insurance Brokerage, Roth IRA, Group Medical, Financial Planners
Education
The American College
Chartered Life Underwriter
Farmers Insurance Group of Companies April 2014 - Present
New York Life Insurance Company December 2012 - April 2014
R. C. Eyre & Associates April 2005 - December 2012
American National Insurance April 1992 - April 2005
SunWard/ Security Benefit Annuities and Mutual Funds February 1983 - November 1986
Skills
Fixed Annuities, Retirement Planning, Financial Services, Guaranteed Lifetime..., Business Planning, Group Medical, Long Term Care Insurance, Seminars, Voluntary Employee..., 401k Rollovers, Insurance, Wealth Preservation..., Estate Planning, Mutuall Funds and..., Mutual Funds, Employee Benefits, Investments, IRAs, Term Life Insurance, Retirement, Disability Insurance, Universal Life, 401k
Education
The American College 1990 — 1993
CLU, LUTCF, Financial Planning and Services
The College for Financial Planning 1980 — 1983
CFP designation, Financial Planning and Services
UNLV 1966 — 1968
Business Administration and Management, General
New York Life Insurance Company February 1999 - Present
Assistant Vice President February 1999 - Present
Ameritas July 1997 - February 1999
Skills
Public Relations, Event Planning, Public Speaking, Marketing, Team Leadership, Presenter, Training, Project Planning, Marketing Communications, Life Insurance, Project Management, Estate Planning, Financial Planners, Series 63, IRAs, Management, Retirement, Social Media, Securities, Fixed Annuities, Insurance, Advertising, Financial Advisory, Variable Annuities, Retirement Planning, Long Term Care Insurance, Online Marketing, Financial Services, FINRA, Series 6, Customer Service, Roth IRA, Mutual Funds, Journalism, Multi-generational..., Series 7, Education, Business Management, Customer Relations, 401k Rollovers, Series 24, 401k, Long-term Care, Disability Insurance, College Savings Plans, Term Life Insurance, Whole Life, Universal Life, Wealth, Licensed Life Insurance...
Education
University of Nebraska College of Law 1994 — 1997
Doctor of Law (J.D.)
University of Nebraska-Lincoln 1990 — 1994
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
The American College 1999 — 2001
CLU, ChFC, Chartered Financial Consultant, Chartered Life Underwriter
New York Life Insurance Company 1993 - Present
Skills
Recruiting, Leadership, Management, Business Planning, Training
Education
The American College
Chartered Leadership Fellow, Organizational Leadership
The American College
CLF, Leadership
Balandran Knife and Leather Company, LLC July 2014 - Present
First Southwest Company July 2013 - Present
First Command Financial Services February 2008 - June 2013
First Command Financial Planning Inc May 2005 - February 2008
New York Life Insurance Company March 2002 - September 2003
United States Marine Corps May 1993 - May 1997
Skills
Financial Risk, Leadership, Wealth Management, AML, Risk Assessment, Management, Securities, Risk Management, Mutual Funds, Series 63, FINRA, Banking, Financial Analysis, Investments, Investment Advisory, Finance, Fixed Income, Portfolio Management, Financial Services, Financial Planning, Due Diligence, Analysis, Process Improvement, Financial Advisory, Asset Management, Anti Money Laundering
Education
Texas Tech University - Rawls College of Business 2011 — 2013
MBA
Texas Tech University - Rawls College of Business 1998 — 2002
BBA, Finance
Colonial Life November 2013 - Present
New York Life Insurance Company June 2013 - October 2013
Shutterbooth September 2012 - June 2013
Spectocor Monitoring February 2012 - June 2013
Monis Natural June 2010 - December 2011
Skills
Entrepreneurship, Sales, Leadership, Small Business, Sales Management, Customer Service, Insurance, Public Speaking, HIPAA, Life Insurance, Leadership Development, Business Networking, Public Sector, Insurance Brokerage
Education
Texas Tech University 2009 — 2011
Bachelors of Arts and Science, Economics, Junior
University of the Ozarks 2006 — 2007
Bachelors of Science, Biology, General
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company November 2014 - Present
KAMC 28 News July 2008 - October 2014
Skills
Advertising, Advertising Sales, Marketing Strategy, Marketing, Broadcast Television, Television, Online Advertising, Sales, Media Planning, Media Relations, Customer Service, Press Releases
Education
Texas Tech University
Bachelor's degree, Advertising
New York Life Insurance Company January 2015 - Present
USAA November 2014 - January 2015
The Federal Savings Bank February 2014 - November 2014
Chase June 2013 - January 2014
Bank of America March 2008 - June 2013
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, FHA, Credit Analysis, Residential Mortgages, VA loans, FHA financing, Government Loans, Home Equity Loans, Non-Conforming, First Time Home Buyers, Construction Loans
Education
Texas Tech University 1995 — 1999
Bachelor's degree, Management
Parman Insurance & Financial Services January 2014 - Present
New York Life Insurance Company June 2006 - Present
New York Life Insurance Company August 2005 - Present
Redi-Call Incorporated July 2003 - June 2005
Hertz August 2002 - May 2003
Skills
Fixed Annuities, Retirement Planning, Life Insurance, IRAs, Insurance, Retirement, Investments, Finance, Financial Services, Securities, Sales, Disability Insurance, Mutual Funds, Long Term Care Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
University of Nevada-Reno 2002 — 2006
Accounting
University of Nevada-Las Vegas 2001 — 2002
Business
The American College
Currently enrolled, LUTCF completed, CLU- current
The Fonti Group January 2013 - Present
Aflac January 2002 - Present
iTerpret LLC - WebDoc247.com April 2013 - Present
New York Life Insurance Company 1986 - 2001
Skills
Accident, Disability Insurance, Insurance, Term Life Insurance, Health Insurance, Healthcare Reform, Voluntary Benefits, Fixed Annuities, Health Savings Accounts, Sales, Leadership, 401k, Customer Retention, Employee Benefits, Marketing, Small Business, New Business Development, Long-term Care, Health Care Reform, Whole Life, Life Insurance, Training, Retirement
Education
Wheaton College 1982 — 1986
Economics
The American College 2012 — 2013
ChHC Chartered Healthcare Consultant, Healthcare Reform
Michel Financial Group October 2014 - Present
MassMutual Greater Los Angeles November 2012 - September 2014
New York Life Insurance Company February 2012 - November 2012
Michel Financial Group - MassMutual June 2006 - August 2011
Skills
Life Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Financial Services, Retirement Planning, Sales, Recruiting, Estate Planning, California Insurance...
Education
California State University, Northridge
Bachelor of Arts, Political Science
The American College
LUTCF, Life Underwriter Training Council Fellow
New York Life Insurance Company October 2014 - Present
Skills
Insurance, Sales, Leadership, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Communication, Creative Problem Solving, Customer Relations, Customer Satisfaction, Direct Sales, Estate Planning, IRA Rollovers, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance, Life Insurance..., Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Retirement, Small Business, Supplements to Employee..., Term Life Insurance, Wealth Preservation...
Education
Texas Tech University 1994 — 1998
Bachelor of Science (BS), Psychology
Dallas Independent School District June 2015 - Present
New York Life Insurance Company August 2014 - June 2015
Outback Steakhouse March 2011 - August 2014
Courage and Renewal of North Texas November 2009 - January 2011
Huffman Aviation August 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Process Scheduler, Telephone Skills, Retail, Accounts Payable, Time Management, Teaching, Public Speaking, Management, Inventory Management, Event Planning
Education
Texas Wesleyan University 2009 — 2014
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 3.1 GPA
BHS
High School Diploma
New York Life Insurance Company April 2013 - October 2013
Russell Investments July 2010 - February 2012
Russell Investments December 2008 - June 2010
Lord, Abbett & Co. LLC June 2006 - November 2008
State Farm Insurance May 2005 - August 2005
Skills
Mutual Funds, Asset, Strategic Financial..., Series 7, Series 66, Certified Financial..., Financial Planning, Investments, Asset Allocation, Asset Management, Portfolio Management, Financial Services, Financial Advisory, Wealth Management, Investment Strategies, Relationship Management, Financial Planners, Sales
Education
Texas Tech University 2002 — 2006
Bachelor of Science, Personal Financial Planning
Texas Tech University 2002 — 2006
Honors College, With Honors
Churchill High School
AIG Financial Network August 2014 - Present
Ohio National Financial Services December 2009 - January 2014
FUTURITY FIRST Insurance Group March 2008 - October 2009
The Guardian Life Insurance Company of America May 2006 - February 2008
Principal Financial Group March 2003 - May 2006
New York Life Insurance Company 1999 - March 2003
Metlife 1992 - 1999
Skills
Life Insurance, Disability Insurance, Variable Annuities, Qualified Retirement..., Recruiting, Insurance, Retirement, Employee Benefits, FINRA, Fixed Annuities, Investments, Long-term Care, Mutual Funds, Retirement Planning, Term Life Insurance
Education
University of Illinois at Chicago 1979 — 1981
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
The American College
Financial Benefits, Inc. April 2005 - Present
Eagle Strategies, LLC April 2005 - Present
NYLIFE Securities LLC April 2005 - Present
New York Life Insurance Company April 2005 - Present
Financial Benefits Inc. September 1996 - April 2005
Skills
Estate Planning, Insurance, Retirement Planning, Life Insurance, 401k Rollovers, Asset Protection, Small Business, Gifting Strategies, Key Person Protection, Multi-generational..., Succession Planning, Wealth Preservation..., Employee Benefits, IRAs, Mutual Funds
Education
Montana Wilderness Bible College
The American College
ChFC
New York Life Insurance Company December 1998 - Present
Education
Western Michigan University 1996 — 1998
Bachelor of Arts (B.A.), Finance
The American College
ChFC Chartered Financial Consultant, CLU Chartered Life Underwriter, Finance, General
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company April 2006 - February 2014
New York Life Insurance Company April 2002 - April 2006
New York Life Insurance Company July 1997 - March 2002
New York Life Insurance Company July 1987 - July 1997
Skills
Agent Coaching, Agent Development, Coaching, Executive Coaching, Executive Management, Mentoring, Recruiting/Retention, Sales Recruitment, Sales Operations, Leadership, Leadership Development, Life Insurance, Retirement Planning, Customer Service, Insurance, Estate Planning, Finance, Financial Planning, Financial Services, Investments, Fixed Annuities, Retirement, Management, Small Business
Education
The American College 2002 — 2006
CLU- Chartered Life Underwriter and LUTCF- Life Underwriter Training Council Fellow, Finance and Financial Management Services
University of Northern Iowa
Economics, Social Sciences
New York Life Insurance Company September 2003 - Present
Skills
Business Development, Coaching, Communication, CRM, Events Coordination, Event Marketing Strategy, Financial Services, Instructor-led Training, Insurance, Job Coaching, Lead Generation, Leadership, Management, Marketing, Marketing Management, New Business Development, Performance Consulting, Sales Management, Sales Process, Sales Rep Training, Seminar Marketing, Small Business, Strategic Planning, Team Building, Training, Training Delivery, 401(k) Rollovers, Asset Protection, CLU, Estate Planning, Key Person Protection, Legacies, Multi-Generational ..., Multi-Generational ..., Protection..., Retirement, Retirement planning, Wealth Preservation...
Education
The American College
The University of New Mexico
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company February 2015 - Present
CareGiver Technology January 2011 - December 2014
Gelbwaks Insurance Services September 2002 - October 2007
Prudential 1978 - 2002
Skills
Long-term Care, Public Speaking, Marketing, Leadership, Employee Benefits, Management, Process Improvement, Networking, New Business Development, Team Building
Education
The American College 1984 — 1987
New York Life Insurance Company July 2008 - Present
Skills
Retirement Planning, Life Insurance, Estate Planning, Long Term Care Insurance, Investment Strategies, Student Financial Aid, Long-term Care, Insurance, Financial Services, Small Business, Management, Strategic Financial..., Series 7, Series 63, Asset Allocation, Financial Advisory, Whole Life, Term Life Insurance, Fixed Annuities, Investments, Retirement, Mutual Funds, IRAs, 401k Rollovers, Variable Annuities, College Savings Plans, Guaranteed Lifetime..., Wealth Accumulation, Series 6, 401k, Financial Planning
Education
The American College 2008 — 2011
LUTCF, Life Underwriter Training Council Fellow
Virginia Commonwealth University School of Medicine 2007 — 2008
Anatomy and Neurobiology
University of Virginia 2003 — 2007
BA, Biology/ Studio Art
Level Four Advisory Services, LLC January 2015 - Present
Greystone Financial Group an office of Metlife 2012 - 2013
New York Life Insurance Company May 2011 - April 2012
USMC Police Department April 2009 - October 2011
Hanover County Sheriff's Office July 2007 - October 2008
Hanover Sheriff's Office August 1997 - July 2007
United States Marine Corps November 1991 - August 1997
Skills
Retirement, Fixed Annuities, Mutual Funds, Insurance, Securities, IRAs, Long-term Care, Small Business, Asset Allocation, Life Insurance, Long Term Care Insurance, Estate Planning, Term Life Insurance, Retirement Planning, Whole Life, Annuities, Strategic Financial..., Universal Life, Disability Insurance, Buy-sell Agreements, Direct Sales, Investments, Employee Benefits, Financial Services, Series 7, Health Insurance, Variable Annuities, 401k Rollovers, Wealth Management, Series 63, Series 65, Series 6, 401k, 457 Plans, 403 b, Retirement Plan..., Qualified Retirement..., Business Continuity..., Investment Advisory, Finance, Leadership, Pensions, Team Building, Public Speaking, Strategic Planning, Succession Planning, Sales Management, Microsoft Office, Sales, Bonds
Education
The American College 2014 — 2017
CHFC and CFP Designation, Certified Financial Planner
Virginia Commonwealth University 2006 — 2008
Masters, Public Administration
Blueffield College 2000 — 2004
B.S, Criminal Justice
NEXT Financial Group, Inc. August 2014 - Present
My Benefit Pro May 2005 - Present
VALIC April 2013 - June 2014
ING 2009 - April 2013
Barnaby's Cafe October 2010 - February 2013
Konica Minolta Business Solutions U.S.A., Inc. June 2003 - September 2004
New York Life Insurance Company October 2000 - June 2003
Horizon High Reach & Equipment June 1999 - October 2000
US Navy May 1994 - May 1997
Skills
Insurance, Employee Benefits, Retirement, Management, Financial Services, Risk Management, Underwriting, Strategic Planning, Stata, Entrepreneurship, Business Strategy, Business Analysis, Business Planning, Economics, Econometrics, Managing Employees, Military Experience, Health Economics, Investments, Finance, Small Business, Life Insurance, Term Life Insurance, Team Building, Financial Planning, Leadership
Education
University of Houston 2012 — 2013
B.S ., Economics, Senior
University of Houston-Downtown 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The American College 2000 — 2001
Insurance, Freshman
SHI International Corp. June 2013 - Present
New York Life Insurance Company March 2012 - June 2013
Iron Cactus September 2011 - March 2012
Skills
PowerPoint, Small Business, Life Insurance, Microsoft Excel, Sales, Customer Service, Marketing, Account Management, Sales Management, Leadership, Team Building, Risk Management, Event Planning, Strategic Planning
Education
Texas Tech University
Bachelor of Arts (B.A.)
New York Life Insurance Company February 2012 - Present
NYLIFE Securities, LLC June 2008 - February 2012
New York Life Insurance Company March 2008 - June 2008
University of Missouri - St. Louis January 1999 - June 2008
Education
University of Missouri-Saint Louis 2003 — 2007
MFA, Writing
University of Missouri-Saint Louis 1998 — 2003
BA, English
SFB
The American College
LUTCF
New York Life Insurance Company May 2013 - Present
New York Life Life Insurance Company September 2010 - April 2013
New York Life Insurance Company January 2006 - August 2010
AXA Advisors 1999 - 2006
Equitable/ AXA Advisors 1997 - 1999
Skills
Recruiting, Training, Management, Agent Coaching, Agent Development, Career Development..., Coaching, College Recruiting, Executive Coaching, Executive Management, Financial Recruiting, Hiring, Interviewing, Mentoring, Leadership Development, Leading People, Sales Force Development, Team Building, Training & Development, Sales Recruitment, Networking, Social Media, Time Management, Talent Acquisition, Talent Management
Education
The American College 2010 — 2012
CLF
Louisiana Tech 1985 — 1986
Scott and Company June 2015 - Present
New York Life Insurance Company March 1988 - October 2014
New York Life Insurance Company March 2007 - July 2013
Savannah State University January 2005 - March 2006
SDA Finacial 2003 - 2005
Skills
Insurance, Retirement, Finance, Recruiting, Financial Services, Analysis, Securities, Sales Management, Accounting, Tax, Retirement Planning, Fixed Annuities, Life Insurance, Long-term Care, Strategic Financial..., Disability Insurance, Estate Planning, Investments, Healthcare, Term Life Insurance, Mutual Funds
Education
The American College 1988 — 2013
MSFS, Master of Science in Fiancial Services
West Chester University of Pennsylvania 1985 — 1987
Bachelor of Science (BS), Business, Marketing and Mangement
Legacy Solutions Incorporated March 2002 - Present
University of Delaware Divison of Professional and Continuing Studies March 2006 - Present
Pinnacle Study Group 2010 - 2014
Provident Mutual Life Insurance Company April 1999 - November 2001
The Prudential April 1996 - March 1999
New York Life Insurance Company March 1993 - April 1996
The Prudential November 1984 - March 1993
Skills
Retirement Planning, Financial Planninga, Investments, Wealth Management, Estate Planning, Management, Finance, Financial Services, Securities, Public Speaking, Financial Planning, Insurance, Strategy, Retirement, Small Business, Wealth
Education
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™ professional
The American College
Chartered Life Underwriter®
West Chester University of Pennsylvania
Bachelor of Science
Ashmore & Associates Insurance Agency, LLC October 2013 - Present
Solis August 2012 - September 2013
CoNetrix 1997 - August 2012
New York Life Insurance Company 1995 - 1997
NCR Corporation 1992 - 1995
Skills
Managed Services, Sales Operations, Sales, Disaster Recovery, Strategy, Account Management, Selling, Cloud Computing, Solution Selling, SaaS, Cisco Technologies, Direct Sales, Marketing, Enterprise Software, CRM, Sales Management, Network Design, VMware, Channel Partners, Networking, Network Security, Information Security, Professional Services, Sales Process, Consultative Selling, Security, Information Security..., Business Development, Partner Management, Marketing Strategy, High Availability, Lead Generation, Salesforce.com, Sales Enablement, Go-to-market Strategy, VoIP, Data Center, Commercial Insurance, Property & Casualty...
Education
Texas Tech University - Rawls College of Business 1988 — 1992
Bachelors of Business Administration, Marketing
New York Life Insurance Company October 2012 - Present
Skills
Investments, Retirement, Training, Financial Recruiting, College Recruiting, Asset Protection, 401k Rollovers, Estate Planning, Gifting Strategies, Key Person Protection, Small Business, Licensed Life Insurance...
Education
The University of Texas at Austin 2004 — 2008
BS, Actuarial Science
The American College
City of Abernathy, Texas May 2015 - Present
New York Life Insurance Company July 2008 - Present
Ashley Furniture HomeStore 2005 - 2007
Havertys Furniture July 1998 - June 2005
Mervyns May 1987 - June 1998
Skills
Sales, Sales Management, Customer Service, Team Building, Strategic Planning, Budgets, New Business Development, Retirement Planning, Team Leadership, Marketing Strategy, Marketing, Public Speaking, Fixed Annuities, Inventory Management, Recruiting, Insurance, Financial Services, Small Business, Risk Management, Retirement, Investments, College Savings Plans, Series 6, Wealth Accumulation, Life Insurance, Long-term Care, Series 63, Disability Insurance, Buy-sell Agreements, Whole Life, Term Life Insurance, Estate Planning, Mutual Funds, Employee Benefits, Financial Planners, Long Term Care Insurance, Health Insurance, Finance, Social Media, Advertising, Management, Leadership, Financial Analysis, IRAs, Microsoft Office, Retail, Operations Management, Marketing Communications, Project Management, Contract Negotiation
Education
The American College 2009 — 2010
LUTCF, Life Underwriter Training Council Fellow (LUTCF)
University of North Texas 1983 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NYLIFE Securities LLC December 2013 - Present
New York Life Insurance Company December 2013 - Present
Skills
Annuity Sales, Investments, Life Insurance, 401k Rollovers, Asset Protection, Term Life Insurance, Education Funding..., Retirement Planning, Lifetime Income..., Legacy Planning, Gifting Strategies, IRA Rollovers, Key Person Insurance, Licensed in Long-Term..., Supplements to Employee..., Wealth Transfer...
Education
Texas Tech University
Bachelor's Degree, Economics
Beacon Wealth Advisors, LLC September 2014 - Present
LPL Financial September 2014 - Present
Sigma Chi 6100 San Amaro, Incorporated April 2014 - Present
NYLIFE Securities, LLC June 2011 - September 2014
New York Life Insurance Company March 2011 - September 2014
The Hillery Holding Company July 2009 - February 2010
OneUnited Bank October 2006 - July 2009
Youth Education in the Arts June 2006 - September 2006
Alan K. Marcus, PA February 2005 - June 2006
Skills
Retirement Planning, Insurance, Wealth Management, Financial Planning, Estate Planning, Strategic Financial..., Insurance Planning, Finance, Mutual Funds, College Savings Plans, Life Insurance, 401 K Rollovers, 401k, Small Business, Succession Planning, Exit Strategies, Gifted Education, Buy-Sell, Business Services, Investments
Education
University of Miami 2002 — 2006
BBA, Business Law
The American College 2013 — 2016
CFP/ChFC
University of Massachusetts, Amherst 2001 — 2002
East Bridgewater High School 1997 — 2001
MassMutual Financial Group May 2014 - Present
New York Life Insurance Company November 2009 - May 2014
Gray Matter Management March 2006 - March 2011
Skills
Small Business..., Executive Compensation..., Bonus Programs, Retirement Planning, Wealth Accumulation, Wealth Management, 401k Rollovers, Life Insurance, Retirement, 401k, IRAs, Term Life Insurance, Estate Planning, Long-term Care, Mutual Funds, Small Business, Financial Services
Education
The American College 2014 — 2015
Certified Family Business Specialist, Business Succession Planning, 4.0
New York Life Insurance Company April 2010 - Present
Skills
Retirement Planning, Mutual Funds, Retirement, IRAs, Fixed Annuities, Disability Insurance, Insurance, Long Term Care Insurance, Small Business, Securities, 401k Rollovers, Strategic Financial..., Pensions, Financial Advisory, Long-term Care, Financial Planning
Education
University of Rhode Island 2002 — 2006
Bachelor's Degree, Broadcast Journalism
The American College
rogers high school
New York Life Insurance Company May 2009 - Present
New York Life Insurance Company November 2000 - April 2009
New York Life Insurance Company June 1997 - October 2000
Skills
Leadership, Recruiting, Management, Coaching, Fixed Annuities, Disability Insurance, Business Planning, Long-term Care, Retirement Planning, Insurance, Series 63, Series 6, Life Insurance
Education
The American College 1997 — 2000
Chartered Life Underwriter, Chartered Financial Consultant, Insurance and Financial Services
Pharos Financial Partners 2015 - Present
Capstone Financial GA January 2012 - 2015
New York Life Insurance Company 2004 - 2011
Aflac 2004 - 2004
Skills
Retirement Planning, Estate Planning, IRAs, Retirement, Fixed Annuities, Wealth Accumulation, Long-term Care, Disability Insurance, Insurance, Long Term Care Insurance, Life Insurance, Wealth Management, Strategic Financial..., Mutual Funds, Leadership, Securities, Sales, Employee Benefits, Financial Planners, Finance, Financial Services, Term Life Insurance, Series 6, 401k, Wealth, Investment Advisory, Series 63, Whole Life, Financial Advisory, Asset Allocation, Investments
Education
The American College 2004 — 2012
Financial Services
Barilotti Wealth Strategies LLC January 2008 - Present
Philadelphia Business Journal 2015 - 2015
Eagle Strategies, LLC 2003 - 2008
New York Life Insurance Company 2001 - 2003
Skills
Succession Planning, Estate Planning, Wealth Preservation..., Asset Protection, Retirement Planning, Investments, Gifting Strategies, Multi-generational..., Small Business, 401k Rollovers, Key Person Protection, Licensed in Long Term..., Protection..., Communication, Multitasking Skills
Education
The American College 2002 — 2008
CFP ®, Financial Planning
Ursinus College 1997 — 2001
Bachelor's degree, Economics and Biology
Highland High School
Buckaroo BBQ Compnay January 2012 - Present
The Home Depot April 2011 - February 2013
USA Cycling January 2004 - December 2010
New York Life Insurance Company 2008 - 2010
Wexford & James, LLC 2007 - 2007
Bike World 2000 - 2007
Skills
Sales, Management, Retail, Customer Service, Cross-functional Team..., Negotiation, CRM, Merchandising, Troubleshooting, Public Speaking, Microsoft Office, Sports, Strategic Planning, Marketing, Microsoft Excel, Microsoft Word, Leadership, Social Media, Budgets, Insurance, Account Management, Team Building, Business Development, Direct Sales, Sales Management, Training
Education
The American College 2009 — 2010
LUTCF, Business Insurance, Long Term Care, Retirement Planning & Estate Planning
Minnesota Bible College 1999 — 2000
General Education & Biblical Theology
Starmont Community School District 1986 — 1999
High School Diploma, General Eduaction
Eagle Strategies, LLC August 2012 - Present
NYLIFE Securities LLC August 2012 - Present
Academy Granite Partners January 2013 - Present
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company January 2011 - June 2012
New York Life December 2008 - January 2011
New York Life September 2003 - December 2008
New York Life November 1998 - September 2003
Skills
Securities, 401k Rollovers, Financial Advisory, Financial Services, Term Life Insurance, Thought Leadership, Financial Planners, Wealth Preservation..., Key Person Protection, Multi-generational..., Personal Finance, Wealth Management, Management, Finance, Long Term Care Insurance, CLU, Analysis, Annuity Sales, Protection..., Wealth, Wealth Accumulation, Series 7, 401k, Gifting Strategies, Multi-generational..., Time Management, Portfolio Management, Legacies, Series 63, Investment Advisory, Investment Strategies, Pensions, Wealth Management..., Whole Life, Asset Allocation, Life Insurance, Disability Insurance, Estate Planning, Multi-tasking Skills
Education
The American College 1993 — 1997
MSM, Masters of Science in Financial Services Management
US Army Command and General Staff School 1993 — 1996
US Army Infantry School 1975 — 1981
Airborne, Ranger and Infantry Officers Advanced Course
US Army Armor School 1977 — 1978
Armor Officers Basic Course
United States Military Academy at West Point 1973 — 1977
BS, Engineering
Eagle Strategies, LLC January 2000 - Present
D. H. Gould Company October 1975 - Present
NYLIFE Securities, LLC October 1975 - Present
New York Life Insurance Company October 1975 - Present
Skills
Retirement Planning, Insurance, Wealth Preservation..., Asset Protection, Gifting Strategies, Multi-generational..., Retirement, Legacies, Estate Planning, Family Security Planning, 401(k) Rollovers, Wealth Transfer..., IRA Rollovers, Licensed in Long-term..., Lifetime Income..., Financial Services, Financial Planning, Mutual Funds, Financial Planners, Investment Strategies, IRAs, Fixed Annuities, Life Insurance, Finance, Disability Insurance, Investments, Securities
Education
The American College 2013 — 2016
Research Doctorate, Retirement and Financial Planning
The American College 1995 — 1997
Masters in Financial Services, Financial Planning and Services
University of Maryland College Park 1970 — 1974
BS, Education
The National Conference Center June 2011 - Present
The National Conference Center May 2008 - June 2011
Virginia Crushers Softball Organization, Inc. 2006 - 2009
ARAMARK-The National Conference Center February 2006 - May 2008
The Washington Post 2002 - 2006
The Washington Post 1996 - 2002
New York Life Insurance Company 1993 - 1996
Aetna Life & Casualty 1990 - 1993
Aetna Life & Casualty 1988 - 1990
Aetna Life & Casualty 1986 - 1988
Skills
Hospitality Management, Team Building, Project Management, Customer Satisfaction, Quality Assurance, Process Improvement, Logistics, Employee Training, Internal Communications, Performance Improvement, Cost Accounting, Hospitality, Hotels, Restaurants, Budgets, Guest Recovery, Operations Management, Training, Management, Revenue Analysis, Customer Service, Hotel Management, Food & Beverage, Leadership Development, Cross-functional Team..., Leadership, Hospitality Industry, Catering, P&L, Resorts, Meeting Planning, Human Resources, Tourism, Rooms Division, Hiring, Event Management
Education
The George Washington University 1975 — 1979
BA
The American College 1990 — 1992
ChFC
Sysco Foods November 2010 - Present
J Macatee Insurance Services February 2009 - Present
New York Life Insurance Company February 2010 - January 2011
Atlanta Bread Company/M Cafe' & Catering April 1998 - January 2010
J Macatee Insurance Services January 2005 - February 2009
Macatee Brokers, Inc. 2002 - 2009
Michael's Arts and Crafts April 1997 - April 1998
Lowes, Inc. October 1996 - April 1997
Class A and Independent June 1994 - October 1996
Education
Texas Tech University 1990 — 1993
B.S., Business Management
Nationwide Financial Services January 2000 - Present
New York Life Insurance Company January 1997 - January 2000
New York Life Insurance Company 1998 - 2000
Dreyfus June 1980 - March 1998
BlackRock - Compass Capital Group January 1997 - January 1997
Dreyfus Service Corp January 1982 - January 1997
Skills
Mutual Funds, Fixed Annuities, Public Speaking, Pensions, Retirement, Series 6, Banking, Retirement Planning, Estate Planning, Long-term Care, Selling, Strategic Financial..., Variable Annuities, IRAs, Financial Advisory, Financial Services, Investments, Asset Management, Sales, Asset Allocation, Securities, 401k, Investment Advisory, Portfolio Management, Alternative Investments, Universal Life, Series 7, Life Insurance, Wealth Management, Series 65, Series 63, Separately Managed..., Investment Strategies, Series 24, Insurance
Education
The American College 2007 — 2010
ChFC, Financial Planning
Sacred Heart Academy 1975 — 1979
HS
Sports Radio 1310 The Ticket August 2013 - Present
New York Life Insurance Company June 2012 - Present
Black Market USA June 2010 - Present
YMCA March 2013 - September 2013
Education
Texas Wesleyan University 2009 — 2013
The Benefit Services Group, Inc. 1987 - Present
Frank B. Hall 1984 - 1987
New York Life Insurance Company 1980 - 1984
Catholic Knights 1979 - 1980
Mutual of Omaha 1975 - 1978
Skills
Health Insurance, Insurance, Disability Insurance, Strategic Planning, Benefits Administration, Managed Care, Health Savings Accounts, Healthcare, Workers Compensation, Captives, Account Management, Consulting, Long-term Care, Life Insurance, Term Life Insurance, Group Insurance, Health Care Reform, Medicare, Health Policy, Brokers, Underwriting, Accident, Long Term Care Insurance, COBRA, Universal Life, Critical Illness, Whole Life, Claim, Legal Liability, Employee Wellness, Fixed Annuities, Reinsurance, Medicare Part D, Claims Management, Healthcare Consulting, Dentistry, Benefits Design, Disease Management, Flexible Spending..., Cafeteria Plans, Quality Improvement, Self-funded, HMO, Group Medical, Medicaid, Pharmacy Benefit..., Vision Insurance, Healthcare Industry, HIPAA, Healthcare Management
Education
The American College 1983 — 2005
Chartered Life Underwriter (CLU), Insurance
University of Wisconsin-Milwaukee 1973 — 1978
Accounting and Chemistry
New York Life Insurance Company February 2003 - Present
Skills
Fixed Annuities, Long Term Care Insurance, Retirement Planning, Investments, Life Insurance, Term Life Insurance, IRAs, Disability Insurance, 401k, Long-term Care, Wealth Accumulation, Series 6, Estate Planning, Retirement, 401k Rollovers
Education
The American College 2010 — 2011
Masters, Finance
Weber State University 1999 — 2004
Bachelors, Communications
Ogden High School 1993 — 1996
New York Life Insurance Company June 2010 - Present
Webster Bank December 2007 - June 2010
First Fed Bank/ Webster Bank June 2003 - December 2007
7-Eleven, Inc. July 1995 - June 2003
Croatian national bank June 1994 - June 1995
Skills
Small Business, Strategic Financial..., Insurance, Investments, Employee Benefits, Customer Service, Mutual Funds, Strategic Planning, Disability Insurance, Banking, Public Speaking, Portfolio Management, Securities, Team Building, Finance, 401k, Negotiation, Retirement Planning, Life Insurance, Retirement, FINRA, IRAs, Wealth Management, Fixed Annuities, Series 6, Financial Advisory, Financial Planning
Education
Sorbonne University, Paris, France 1993 — 1994
French Language
University of Zagreb, Croatia 1988 — 1992
BS, Economics - International Trade
The American College
Life Underwriter Training Council Fellow
The American College
Chartered Life Underwriter (CLU), Certified Financial Planner (CFP) - expected 2015
Griessel Tiffany Group February 1995 - Present
Griessel Tiffany Group January 1994 - Present
Penn Mutual Life Insurance Company 1998 - 2004
New York Life Insurance Company June 1990 - February 1995
New York Life September 1985 - June 1990
Skills
Estate Planning, Investments, Wealth Management, Life Insurance, Small Business, Retirement Planning, Retirement, IRAs, Disability Insurance, Strategic Financial..., Fixed Annuities, Financial Planning, 401k Rollovers, Succession Planning, Special Needs funding, Charitable Gift Planning, Philanthropy, Key Person Insurance, Leadership, Sales, Marketing, Customer Service
Education
The American College 1983 — 1989
Chartered Financial Consultant & Chartered Life Underwriter, Insurance, Taxation, Pension Planning, Estate Planning
Wagner College, Staten Island, New York 1971 — 1975
BS, Austrian Economics & Bus Administration
The Shaker High School, Latham, New York 1968 — 1971
College Prep, Business/Managerial Economics
Capital Strategies LLC March 2010 - Present
New York Life Insurance Company March 2007 - March 2010
Poynter Phelps Photography June 1993 - January 2007
Skills
Investments, Insurance, Retirement, Small Business, Financial Analysis, Retirement Planning, Business Planning, Alternative Investments, Marketing, Series 7, Strategic Planning, Fixed Annuities, New Business Development, Marketing Strategy, Notary Public, Business Strategy, Management, Sales, Team Building
Education
The American College 2007 — 2009
LUTCF
New York Life Insurance Company September 1996 - Present
NYLIFE Securities LLC September 1996 - Present
Skills
401k Rollovers, Anuity Sales, Business Succession..., Estate Planning, IRA Rollovers, Life Insurance..., Licensed In Long Term..., Lifetime Income..., Retirement Planning, Investments
Education
The American College
LUTCF
New York Life Insurance Company 1983 - Present
Skills
Insurance, Leadership, Recruiting, IRAs, Long Term Care Insurance, Training, Retirement Planning, Fixed Annuities, Life Insurance, Securities, Motivational..., Employee Benefits, Small Business, Long-term Care, Estate Planning, Leadership Development, Finance, Financial Services, Management, Term Life Insurance, 401k, Series 6, Whole Life, Wealth Accumulation, Roth IRA, College Savings Plans, Variable Annuities, Universal Life, Mutual Funds, Wealth Management, Wealth, Health Insurance, Series 65, Analysis, Retirement, Disability Insurance, Financial Planners, 401k Rollovers, Strategic Financial..., Series 63, Buy-sell Agreements, Financial Advisory, Series 7, Series 24, CLU, Financial Recruiting, Permanent Life Insurance, Licensed Life Insurance..., Agent Coaching, Hands on Leadership
Education
The American College
CLU, Chartered Life Underwriter
The American College
CLF, Chartered Leadership Fellow
Eagle Strategies, LLC September 2014 - Present
NYLIFE Securities LLC October 2010 - Present
New York Life Insurance Company October 2010 - Present
New York Life Insurance Company November 2011 - July 2014
New York Life Insurance Company October 2010 - November 2011
RBC Insurance November 2002 - October 2010
United States Marine Corps July 1996 - August 2000
Skills
Insurance, Leadership, Recruiting, Sales, Life Insurance, Retirement, Retirement Planning, Finance, Securities, 401k Rollovers, LUTCF, IRA Rollovers, Wealth Preservation..., Fixed Annuities, Term Life Insurance, IRAs, Financial Services, Long Term Care Insurance
Education
The American College 2003 — 2007
Life Underwriter Training Council Fellowship, Financial Planning and Services
Northwestern College 1979 - Present
Northwestern College 1979 - 1995
New York Life Insurance Company 1975 - 1979
Skills
Alumni Relations, Capital Campaign..., Volunteer Management, Donor Recognition, Annual Fund, Prospect Research, Board Development, Charities, Event Planning, Solicitation, Donor Research, Campaign Strategies, Public Speaking, Resource Development, Marketing Will Bequests, Leadership Development, Nonprofits, Staff Development, Community Outreach, Fundraising, Teaching
Education
The American College 1977 — 1985
Chartered Life Underwriter, Insurance & Financial Planning
Northwestern College 1969 — 1973
Bachelors, Physical Education & History
New York Life Insurance Company June 1973 - Present
Skills
Retirement Planning, Retirement, Insurance, 401k Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Succession Planning
Education
The American College 1976 — 1980
CLU, Financial Sciences
Washburn University 1969 — 1973
BA, Political Science
Topeka High School
Minnesota Reading Corps June 2014 - Present
Rochester downtown Farmer's Market policy board March 2014 - Present
Parkland Securities, LLC September 2001 - Present
Sammons Securities, LLC June 1981 - Present
New York Life Insurance Company June 1981 - June 2003
Rochester Community and Technical College July 1980 - July 1981
Skills
Fixed Annuities, Retirement Planning, Strategic Financial..., Marketing Strategy, Budgets, Life Insurance, Sales, Training, Negotiation, Business Planning, Association Management, Business Strategy, Fundraising, Legislative Relations, Selling, Sales Management, Microsoft Office, Management, Leadership, Financial Planning
Education
The American College 1984 — 1996
CLU, Financial Planning and Services
University of Iowa 1977 — 1979
Master of Arts (M.A.), Public Administration/Economics
New York Life Insurance Company June 2006 - Present
Eagle Strategies, LLC December 2004 - June 2006
NYLIFE Securities LLC February 2002 - June 2006
New York Life Insurance Company December 2001 - June 2006
Skills
Financial Recruiting, Interviewing, Time Management, Multi-Tasking Skills, Training, Communication, Thought Leadership
Education
The American College 2012 — 2012
Chartered Leadership Fellow (CLF)
The American College 2002 — 2004
Life Underwriter Training Council Fellow (LUTCF)
University of Delaware 1996 — 2001
Bachelor of Science, Hotel, Restaurant and Institutional Management
Christian Brothers Academy 1992 — 1996
High School Diploma
Tomar & Associates April 2013 - Present
Eagle Strategies LLC May 2006 - Present
NYLIFE Securities LLC May 2006 - Present
New York Life Insurance Company May 2006 - Present
Minnesota Life Insurance Company July 2003 - April 2006
Skills
Risk Management, Investments, Retirement Planning, Lifetime Income..., Retirement, Wealth Preservation..., Estate Planning, Multi-Generational..., IRA Rollovers, Legacy Planning, Asset Protection, Thought Leadership, Wealth Transfer..., Succession Planning, Gifting Strategies, Business Exit Strategy, Buy-sell Agreements, Long Term Care Insurance, IRAs, Insurance
Education
The American College 2011 — 2012
Chartered Advisor for Senior Living
The American College 2009 — 2011
Chartered Financial Consultant
University of Aberdeen 2001 — 2003
Mechanical Engineering
University of Pune 1996 — 2000
Bachelors Degree in Mechanical Engineering
Naval Public School
HealthMine Inc. September 2015 - Present
HealthMine Inc. September 2013 - Present
WorkWell Systems, Inc. August 2011 - September 2013
The Burchfield Group October 2010 - August 2011
Humana, Inc October 2003 - October 2010
Rxcellence, Inc. March 2003 - October 2003
Schering-Plough Corporation July 1997 - February 2003
Caremark Prescription Service October 1994 - June 1997
North Texas Healthcare Network March 1990 - September 1994
New York Life Insurance Company January 1987 - February 1990
Skills
Selling, Employee Benefits, New Business Development, Sales Operations, Healthcare, Managed Care, Leadership, Insurance, Account Management, Marketing, Medicare, Cross-functional Team..., Program Management, Contract Negotiation, Health Insurance, Marketing Strategy, Sales, Sales Management, Strategic Planning, Strategy
Education
Texas Tech University 1981 — 1985
BBA, Finance
Eagle Strategies LLC December 1995 - Present
New York Life Insurance Company December 1995 - Present
Nylife Securities LLC. December 1995 - Present
Skills
Retirement Planning, Insurance, Estate Planning, Investments, Asset Protection, Annuity Sales, CLU ( Chartered Life..., Gifting Strategies, Key Person Protection, Legacies, 401k Rollovers, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Strategic Financial..., Long Term Care Insurance, Life Insurance, 401k, Financial Planning
Education
The American College 1996 — 2012
Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living
Lasan Taberd
Self Employed November 2010 - Present
New England Financial January 2008 - November 2010
New York Life Insurance Company April 2002 - December 2007
VALIC September 1995 - December 2001
VALIC January 1985 - September 1995
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, 401k, Management, Fixed Annuities, Employee Benefits, Asset Allocation, Finance, Securities, Small Business, Financial Services, Wealth Management, Estate Planning, Strategic Financial..., IRAs, Life Insurance, Insurance, Series 63, Financial Planners, Investment Advisory
Education
The American College
LUTCF
The University of Texas at Austin
North Shore High School 1975 — 1978
Glazer's Distributors October 2014 - Present
Glazer's Distributors October 2013 - October 2014
Glazer's Distributors January 2012 - October 2013
New York Life Insurance Company January 2011 - January 2012
Republic National Distributing Company August 2009 - September 2010
Republic National Distributing Company August 2005 - August 2009
Skills
Account Management, Leadership, Management, Marketing, Marketing Strategy, Sales, Sales Management, Sales Operations, New Business Development, Forecasting, Cold Calling, Pricing, B2B, Retail, Training, Customer Service, Time Management, Key Account Development
Education
Texas Tech University - Rawls College of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Texas Tech University - Rawls College of Business 1998 — 2004
BBA, Management, Marketing
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company October 2011 - Present
NYLIFE Securities LLC October 2011 - Present
Alzheimer's CURE Foundation January 2011 - May 2011
Skills
Account Management, Client Communications, Client Retention, Client Relationship..., Insurance, Long Term Care, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, Fixed Income Products, Variable Annuities, Variable Life, Variable Products, Individual Life, Custom Whole Life, Roth IRA, IRAs, Traditional IRA, Mutual Funds, Investments, Disability Insurance, College Savings Plans, College Funds, Simple IRA, SEP IRA, Long-term Care, Retirement Planning, Employee Benefits, Estate Planning, Asset Allocation, Buy-sell Agreements, Health Insurance, Key Person Insurance, Rollovers, Guaranteed Lifetime..., Customer Retention, Securities, 401k, Financial Services, Long Term Care Insurance, 401k Rollovers, Series 6, Life Insurance, Retirement
Education
The American College 2013 — 2016
CLU, CHfC, Financial Planning and Services
University of Rhode Island 2007 — 2011
Bachelor of Arts, Communication and Media Studies
New York Life Insurance Company January 2014 - Present
NYLIFE Securities LLC June 2011 - Present
Skills
Insurance, Financial Services, Life Insurance, Retirement Planning, Estate Planning, Retirement, 401k Rollovers, Coaching, Mentoring, Training & Development, Business Insurance..., Education Funding..., Life Insurance..., Retirement Income..., Career Development
Education
The American College 2013 — 2015
CLU
CSU Fresno 1991 — 1995
FINRA
6,63,26
Allstate Financial Services, LLC August 2015 - Present
NYLIFE Securities LLC August 2014 - July 2015
New York Life Insurance Company April 2014 - July 2015
Cujo's July 2007 - April 2014
Lubbock Country Club May 2002 - June 2007
Skills
Microsoft Office, Marketing, Insurance, Social Media, Event Planning, Customer Service, Social Networking, Team Building, Leadership, Finance
Education
Texas Tech University 2007 — 2012
Master's degree, Political Science and Government
Texas Tech University 2002 — 2007
Bachelor of Arts (BA), Political Science and Government
New York Life Insurance Company January 2015 - Present
Touchstone Communities August 2013 - January 2015
Sava Senior Care July 2012 - August 2013
AD Power March 2011 - July 2012
Cafe Adobe January 2010 - March 2011
Pappas Restaurants, Inc. 2004 - 2009
Pappas Restaurants, Inc. 2004 - 2009
Skills
Customer Service, Admissions, Healthcare, Team Building, Marketing, Event Planning, Leadership, Public Speaking, Fundraising, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Sales, Restaurant Management, Research, Social Media, Social Networking, Nonprofits, Strategic Planning, PowerPoint, Community Outreach, Insurance, Financial Planning, Long Term Care Insurance, Whole Life, Term Life Insurance, 529 Plans, IRAs, 401k, 401k Rollovers
Education
Texas Tech University 2001 — 2004
Bachelor of Science, Restaurant, Hotel, and Institutional Management
Bellaire Senior High School 1995 — 1999
TSM Containers April 2015 - Present
NYLIFE Securities LLC December 2011 - April 2015
New York Life Insurance Company January 2011 - April 2015
Wallace, Cooper & Elliott Insurance Agency March 2010 - January 2011
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Series 6, Series 63, Strategic Financial..., Pensions, Guaranteed Lifetime..., Roth IRA, High Net Worth..., Inheritance Tax Planning, Buy-sell Agreements, College Funding..., 529 Plans, Variable Annuities, Key Person Insurance, Permanent Life Insurance, Savings, Asset Allocation, Investment Strategies, Mutual Funds, Income Protection, Wealth Management..., Long-term Care, Whole Life, Life Insurance, 401k, Fixed Annuities, Retirement Planning, IRAs, Wealth Accumulation, Financial Services, Securities, Financial Planning, Insurance
Education
The American College 2013 — 2013
University of Wisconsin-Platteville 2005 — 2006
Civil Engineering
Richland Center High School 2000 — 2005
Diploma, Advanced Studies
Retired from New York Life April 2015 - Present
Siena Pickleballers 2014 - Present
New York Life Insurance Company August 1977 - April 2015
Siena Pickleballers 2014 - 2015
Siena Pickleballers 2014 - 2015
Siena Pickleballers 2014 - 2015
Skills
Estate Planning, Licensed to Sell..., Permanent Life Insurance, Term Life Insurance, Universal Life, Whole Life, Retirement Planning, Fixed Annuities, Mutual Funds, Variable Annuities, 401k, 401k Rollovers, Roth IRA, IRAs, Wealth Accumulation, College Savings Plans, Life Insurance, Qualified Retirement..., Wealth Management, Financial Planning, Disability Insurance, Licensed in Long Term...
Education
The American College 1980 — 2001
Master's degree, Financial Service
University of Maryland University College 1966 — 1976
BS, Business Administration and Management, General
NYLIFE Securities LLC January 1989 - Present
New York Life Insurance Company January 1988 - Present
Skills
401k Rollovers, Licensed in Long Term..., Business Succesion..., Employee Benefits, Estate Planning, Income Protection, Investments, Life Insurance Planning, Mutual Funds, Retirement Planning, IRAs
Education
The American College
BNY Mellon December 2014 - Present
LA Fitness March 2014 - March 2015
Anytime Fitness January 2014 - February 2014
New York Life Insurance Company July 2011 - June 2013
Colonial Life October 2010 - August 2011
Fidelity Investments September 1999 - April 2003
Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Long-term Care, Strategic Financial..., Health Insurance, Mutual Funds, Retirement, Investments, Employee Benefits, Term Life Insurance, Wealth Management, Sales, Personal Finance, Wealth, Financial Services, Estate Planning, 401k, Series 7, Series 6, Investment Advisory, Financial Advisory, Securities, Risk Management, IRAs, Small Business, Financial Planners, Series 63, Finance, Whole Life, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Variable Annuities, Asset Allocation, Critical Illness, FINRA, Investment Strategies, Pensions, Wealth Management..., Portfolio Management, Buy-sell Agreements, Asset Management, Income Protection, Relationship Management, Underwriting, Mortgage Lending, Series 24
Education
The American College 2012 — 2014
CLU, ChFC
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC October 2013 - Present
HD Vest Financial Services February 2005 - October 2013
Kenneth H. Cargill, CPA, PC January 2000 - July 2013
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Education Funding..., Estate Planning, Investments, IRA Rollovers, Key Person Insurance, Life Insurance, Life Insurance..., Lifetime Income..., Protection..., Retirement, Retirement Planning, Wealth Preservation...
Education
Wayland Baptist University, Plainview, TX 1980 — 1982
Bachelor's Degree, Accounting
Texas Tech University 1979 — 1980
Accounting
Lifetime Financial Group January 1984 - Present
New York Life Insurance Company November 1971 - Present
US Navy 1964 - 1967
Skills
Estate Planning, Asset Protection, Retirement Planning, Investments, 401k Rollovers, Annuity Sales, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Retirement, Key Person Insurance
Education
The American College 1990 — 2001
Master of Science (M.S.), Financial Services
University of Rhode Island 1967 — 1968
Industrial Management
University of Massachusetts Dartmouth 1959 — 1963
Bachelor of Science (B.S.), Business Management
New York Life Insurance Company December 2013 - Present
First United Bank January 2009 - May 2013
First State Bank, Abernathy TX January 2008 - January 2009
H Bar H Farms April 2007 - December 2007
DMG Farms Inc., Whitetail Farm Inc., Double D Farms Inc. December 2003 - April 2007
DMG Farms, Gregory Farms Inc. January 1993 - December 2003
Skills
Commercial Lending, Banking, Agriculture, Insurance, Retirement Planning, Estate Planning, Business Succession..., Asset Protection, Succession Planning, Lifetime Income..., Lfie Insurance..., Customer Satisfaction, Education Funding..., Small Business, Sales, Customer Service, Team Building, Marketing Strategy, Financial Services, Retirement, Marketing, Strategic Planning, Leadership
Education
Texas Tech University 1989 — 1993
Bachelors of Science, Agriculture Economics
Petersburg High School 1985 — 1988
High School
Eagle Home Mortgage March 2015 - Present
North Pacific Mortgage May 2014 - March 2015
Key Bank May 2013 - May 2014
Principal Financial Group May 2012 - May 2013
New York Life Insurance Company August 2007 - May 2012
HouseValues.com MarketLeader.com August 2004 - June 2007
Broadcast Programming/Jones Broadcasting 1999 - 2004
Bank of America 1992 - 2004
Skills
Portfolio Management, Financial Services, Customer Service, Customer Satisfaction, Securities, Term Life Insurance, Finance, Program Management, Budgets, Financial Modeling, Mortgage Lending, Residential Mortgages, Insurance, Management, Sales, Refinance, Investments
Education
The American College 2009 — 2010
LUTCF Designation, Life Insurance
Montana State University
Studied Music and Business
New York Life Insurance Company June 2002 - Present
Education
The American College
Financial Services
AIG Financial Network June 2015 - Present
ARMOR Wealth Management October 2013 - June 2015
Farmers Insurance 1999 - 2013
New York Life Insurance Company 1995 - 1998
Skills
Sales, Leadership, Sales Management, Management, Customer Service, Team Building, Marketing, Life Insurance, Strategic Planning, Insurance
Education
The American College
CLU - Chartered Life Underwriter
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Finance
New York Life Insurance Company July 2014 - Present
State of Texas - DFPS September 2013 - July 2014
Texas Mentor July 2011 - August 2013
Communities In Schools Dallas Region February 2008 - July 2011
Denton Country MHMR September 2007 - December 2007
Texas Department of Family and Protective Services February 2007 - April 2007
Skills
Case Managment, Social Services, Adolescents, Child Development, Program Management, Interviews, Child Advocacy, Outlook, Mental Health, Crisis Intervention, Group Therapy, Behavioral Health, Program Development, Psychotherapy, Case Management, Child Welfare, Youth Development, Customer Service, Microsoft Office, Public Speaking
Education
Texas Woman's University 2005 — 2007
B.A., Psychology
Western Texas College 2003 — 2005
N/a, General Studies
Snyder High School 2000 — 2004
Diploma
Texas Veterans Commission August 2015 - Present
Caprock Jazz Festival January 2015 - Present
Primerica July 2015 - Present
City of Lubbock 2012 - Present
Workforce Solutions South Plains November 2009 - February 2015
Sew What Sewing Cafe 2010 - 2012
City of Lubbock 2010 - 2010
100 Black Men of America, West Texas Chapter 2008 - 2010
New York Life Insurance Company May 2005 - September 2007
New York Life Insurance Company May 2005 - September 2007
Skills
Training, Interviews, Customer Service, Recruiting, Management, Sales, Public Speaking, Program Management, Human Resources, Temporary Placement, Business Development, Leadership, Nonprofits, Talent Acquisition, Cold Calling, Technical Recruiting, New Business Development, Community Outreach, Event Planning, Account Management, Public Relations, Strategic Planning, Events Coordination
Education
Texas Tech University 2000 — 2003
Bachelor's Degree, Business Administration and Management, High Performance Management
Cass Technical High School 1969 — 1972
High School Diploma, Electrical and Electronics Engineering
New York Life Insurance Company July 2015 - Present
Delivery Limited June 2012 - April 2015
New York Life Insurance Company 2015 - 2015
West Texas December 2010 - June 2011
Bridgestone/Firestone Racing Academy March 2001 - October 2001
Skills
Marketing, Teamwork, Economics, Technical Writing, Customer Service, Microsoft Office, Time Management, Financial Analysis, Leadership, Training, Energy Industry, Event Planning, Natural Gas, Nonprofits, Public Speaking, Social Media, Strategic Planning, Title Searches, Social Networking, Contract Negotiation
Education
Texas Tech University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Applied Economics
Texas Tech University 2006 — 2010
B.S., Agricultural and Applied Economics
Beebe Financial Services August 1988 - Present
New York Life Insurance Company September 1970 - August 1988
Skills
Retirement Planning, Estate Planning, Strategic Planning
Education
The American College
Finance, Risk Management and Estate Planning
University of Toledo
Finance
Physicians Mutual October 2004 - Present
New York Life Insurance Company March 2003 - February 2004
GE Industry July 1996 - March 2003
Siemens January 1986 - July 1996
Reliance Electric June 1985 - January 1986
Skills
Medicare, Medicare Supplements, Medicare Part D, Annuities, Term Life Insurance, Whole Life, Dental, Seminars, Sales Recruitment, Sales Management, Retirement Planning, IRAs, Employee Training, Retirement, Interviews, Sales Presentations, Sales Process, Salesforce.com, Recruiting, Training, Sales, Life Insurance, Fixed Annuities, Long Term Care Insurance, Financial Planners, Financial Planning, Customer Service, Strategic Planning, Sales Operations
Education
Texas Tech University 1980 — 1985
B.S., Mech Engineering Technology
New York Life Insurance Company November 2014 - Present
The Innova Financial Group February 2013 - October 2014
Roinette Wealth & Risk Management, Inc. August 2006 - February 2013
The American College January 2004 - March 2007
Best Advisory Services, LLC May 2005 - August 2006
Foresters February 2003 - May 2005
Farmers Insurance March 2000 - February 2003
Skills
Finance, Risk Management, Estate Planning, Investments, Financial Planning, Insurance, Life Insurance, Business Planning, Income Protection, Financial Goals, Portfolio Management, Retirement Planning, Financial Services, Financial Advisory, Leadership, Asset Management, Strategic Financial..., Management, Small Business, Income Planning, Estate Planning..., Employee Benefits &...
Education
The American College 2012 — 2014
Chartered Financial Consultant
The College for Financial Planning 2006 — 2007
CFP Education Program, Completed Course In 1 yr
The American College 2003 — 2006
Life Underwriter Training Council Fellow (LUTCF)
The American College 2004 — 2005
Financial Services Specialist
Integrity Financial Group, LLC January 1996 - Present
The Rotary Club of Potomac 2007 - 2008
John Hancock Financial Services 1996 - 1999
New York Life Insurance Company 1987 - 1995
Skills
Finance, Retirement Planning, Business Planning, Estate Planning, Business Strategy, Strategic Financial..., Sales, Business Development, Strategy, Management Consulting, Nonprofits, Loans, Mortgage Lending, Start-ups, Customer Service, Entrepreneurship, Tax, Investors, Brokers, Investment Properties
Education
The College for Financial Planning 1990 — 1990
Certified Financial Planner, Financial Planning and Services for Individuals
The American College 1988 — 1989
Chartered Financial Consultant, Financial Planning and Services for Business Organizations
The American College 1987 — 1988
Chartered Life Underwriter, Life Insurance
St. Stephens College, Univ. of Delhi 1975 — 1978
B.A. (Hons), Economics
Swarthmore Community January 2004 - Present
Community Service January 2004 - February 2010
New York Life Insurance Company March 1984 - January 2004
New York Life Insurance Company 1984 - 2004
Education
The American College 1984 — 2000
CLU, ChFC, CLF, MSFS, Financial Services
National Real Estate Institute 1974 — 1984
GRI, CRS, Broker, Real Estate Broker
University of Missouri-Columbia 1968 — 1970
MA, Geography, Urban Studies
William Woods University 1964 — 1967
BA, Education
New York Life Insurance Company May 2006 - Present
Prudential Rand Realty January 2004 - May 2006
Streams Construction July 1996 - October 2005
Keller Williams Realty 1998 - 2004
Education
The American College
Retirement Concepts Group, L.L.C. December 2014 - Present
NYLIFE Securities, LLC June 1992 - October 2014
New York Life Insurance Company June 1992 - October 2014
Skills
Life Insurance, Retirement Planning, Annuity Sales, Estate Planning, Key Person Protection, 401(k) Rollovers, CLU, Gifting Strategies, Legacies, Weath Preservation..., Proctection..., Succession Planning
Education
University of Kansas 1986 — 1991
Bachelor of Science, Business Administration
The American College 2003 — 2005
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
American Medical Response January 2013 - Present
MicroStar Logistics 2012 - 2013
TerumoBCT 2005 - 2012
New York Life Insurance Company 2001 - 2004
Skills
Financial Reporting, Budgets, Forecasting, Accounting, Finance, Internal Controls, Managerial Finance, Cash Flow, Analysis, Strategic Financial..., Due Diligence, Business Planning, Financial Planning, Auditing, Mergers & Acquisitions, Management, Process Improvement
Education
University of Colorado at Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Texas Tech University - Rawls College of Business 2004 — 2005
MBA
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company October 2010 - October 2013
BearingPoint September 2004 - February 2010
Sungard 2002 - 2003
scient 2000 - 2002
gadzooks 1992 - 2000
Skills
Security, Networking, IT Strategy, Process Improvement, Business Analysis, Vendor Management, PMO, Management, Business Process..., Leadership, IT Management, Enterprise Architecture, Program Management, ITIL, PMP, Project Portfolio..., SDLC, Outsourcing, IT Service Management, Change Management
Education
Texas Tech University 1993 — 1997
New York Life Insurance Company October 1984 - Present
New York Life August 1984 - Present
Skills
Term Life Insurance, Fixed Annuities, Long-term Care, Life Insurance, Mutual Funds, Insurance, Retirement, IRAs, Investments, Sales, Financial Services, 401k, Small Business, Disability Insurance
Education
The American College 2000 — 2004
Chartered Life Underwriter, Financial Planning and Services
University of South Florida 1977 — 1979
University of North Florida - College of Business Administration
Bachelor of Business Administration, Financial Planning and Services
New York Life Insurance Company August 1986 - Present
Skills
Retirement, Estate Planning, Life Insurance, Leadership, Public Speaking, Marketing, Training & Development, Coaching
Education
The American College 1988 — 2015
Masters of Science in Financial Services, Financial Services
Saint John's University 1963 — 1967
Bachelor of Science in Medical Technology, Medical Technology
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company November 2012 - April 2015
New York Life March 2009 - November 2012
Citi December 2006 - December 2008
Altivus September 2006 - November 2006
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Sales, Sales Management, Marketing, Financial Services, Customer Satisfaction, Strategy, Sales Process, Mortgage Marketing, Cross Selling, Financial Structuring, FHA, Underwriting, Refinance, Loan Origination, Residential Mortgages, Insurance, Strategic Financial..., Investments
Education
The American College 2010 — 2011
LUTCF, Life Underwriters Training Council Fellow Designation
UPR 1994 — 2000
Bachelor of Business Administration (BBA), Finance
New York Life Insurance Company July 2008 - Present
NYLIFE Securities, LLC 2008 - Present
BNI/Blue Hills Chapter October 2013 - Present
Pembroke Chamber of Commerce January 2010 - Present
Infinity Data Corp May 2007 - December 2007
NESN 1985 - 2005
The Hockey Magazine 2001 - 2003
Boston 128 Companies 1994 - 2001
WEEI NewsRadio 1975 - 1995
Skills
Small Business, Sales, Retirement, Public Speaking, Account Management, Social Networking, 401k Rollovers, IRA Rollovers, Education Funding..., Business Insurance..., Buy/Sell Agreement, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Wealth Transfer..., Estate Planning, Social Media, Business Succession..., Life Insurance, Investments, Insurance, IRAs, Financial Services, Strategic Planning
Education
The American College 2009 — 2012
Boston State/Northeast Broadcasting 1971 — 1974
Duxbury High School
TIAA-CREF September 2014 - Present
TIAA-CREF October 2013 - Present
UBS Financial Services December 2011 - September 2013
New York Life Insurance Company February 2011 - August 2011
AXA Distributors June 2007 - August 2010
Skills
Series 7, Series 66, Series 6, Series 63, NY Life & Annuity...
Education
Texas Tech University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
New York Life Insurance Company March 2012 - Present
New York Life Insurance Company January 2002 - March 2012
Story Communications August 1998 - December 2001
RSR GROUP 1995 - 1998
Education
Texas Tech University - Rawls College of Business 1992 — 1995
BBA, Marketing
North Lake Junior College 1991 — 1992
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company February 2012 - March 2014
New York Life Insurance Company July 2007 - February 2012
Country Financial July 1997 - March 2007
Country Financial June 1994 - June 1997
Country Financial January 1992 - June 1994
Skills
Retirement Planning, Training, Long-term Care, Leadership, Insurance, Retirement, Estate Planning, Recruiting, Life Insurance, Sales Management, 401(k) Rollovers, Business Insurance...
Education
The American College 1997 — 2013
CLF, CLU, Insurance, Finance, Management
Rend Lake College
Business/Managerial Economics
New York Life Insurance Company 2012 - Present
New York Life Insurance Company 2008 - 2012
New York Life Insurance Co. 2005 - 2007
Skills
Series 63, Asset Management, IRAs, Mortgage Lending, Social Media, Leadership, Public Speaking, Marketing, Team Building, Strategic Planning, Retirement Planning, Marketing Strategy, Life Insurance, Customer Service, Public Relations, Investments, Financial Planning, Fixed Annuities, Financial Services, Finance, Mutual Funds, Retirement, Long-term Care, Wealth Management, Estate Planning, Employee Benefits
Education
The American College 2013 — 2014
Chartered Leadership Fellow (CLF), Organizational Leadership
Utah State University
Life Sciences & Humanities, Political Science & Spanish
Common Wealth Planning January 2015 - Present
Atha Financial Solutions March 2013 - Present
Principal Financial Group February 2011 - July 2013
Sacramento Hispanic Chamber of Commerce September 2005 - October 2008
NYLIFE Securties September 1984 - September 2005
New York Life Insurance Company September 1984 - September 2005
Skills
Retirement Planning, Retirement, Disability Insurance, Estate Planning, Insurance, Long-term Care, Income Protection, Business Planning, Annuities, Long Term Care, Public Speaking, Small Business, Strategic Financial..., Financial Planning, Fixed Annuities, Strategic Planning, Asset Allocation, Public Relations, Nonprofits, Leadership
Education
The American College 1999 — 2003
CLU, ChFC, LUTCF, Financial Services
The American College
Commonwealth Financial Partners, a member of the MassMutual Financial Group April 2015 - Present
New York Life Insurance Company December 2002 - April 2015
Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands On Leader, Interviewing, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Team Leadership, Retirement, Long-term Care, Business Planning, Financial Services, Leadership, Retirement Planning, Fixed Annuities, Term Life Insurance, IRAs, Finance, Insurance, Long Term Care Insurance, Investments, 401k, Strategic Planning, Marketing, Interviews, Employee Benefits, Financial Planning
Education
The American College 2013 — 2014
Rocky Mount Senior High School
Fidelity Investments July 2006 - June 2009
Fidelity Investments 2004 - June 2006
AIG American General 2002 - 2004
Morgan Stanley 2001 - 2002
New York Life Insurance Company 1996 - 2001
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Series 65, Wealth Management, FINRA, Investments, Fixed Annuities, Asset Allocation, Securities, Financial Services, Relationship Management, Stock Option, Qualified Retirement..., Charitable Gift Planning, Fixed Income Strategies, Managed Money, Private Placements, Estate Planning, Business Planning, Variable Annuities, Long Term Care Insurance, Tactical Sales Planning, Recruiting, Executive Development, High-Impact Sales..., Closing Deals, Return on Investment..., Revenue & Profit Growth, productivity and..., budgeting and..., business to business..., Salesforce Training, Team Leadership, Sales Leadership..., Organizational..., Communication Skills, Life Insurance, Stocks, Bonds, Consultative Selling..., Solution Selling, Timely Decision Making, Problem Solving, Sales Management, series 9 / 10
Education
The American College 2008 — 2009
CLU & ChFC, Financial Planning and Services
Western New England College 1993 — 1996
Bachelors, Management
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company May 2014 - Present
Skills
Sales Operations, Team Building, Account Management, Sales, Direct Sales, Sales Process, Business Planning, Selling
Education
Texas Tech University 2000 — 2006
BNY Mellon September 2014 - Present
Financial Services and Investment Management April 2013 - August 2014
BNY Mellon May 1998 - March 2013
New York Life Insurance Company August 1990 - May 1998
Dreyfus May 1989 - August 1990
Skills
Financial Analysis, Equities, Fixed Income, Mutual Funds, Securities, Financial Modeling, Asset Management, Investments, Derivatives, Portfolio Management, Financial Reporting, Fund Accounting, Accounting, Financial Services, Bloomberg, Capital Markets, ETFs, Alternative Investments, Fund Of Funds, Fund Administration, Corporate Actions, Investment Management, Global Custody, Middle Office, Back Office, Series 7, Securities Lending, FINRA, Bloomberg Terminal, Financial Markets, Financial Risk, Asset Allocation, FX Options, Valuation, Trading
Education
Texas Tech University - Rawls College of Business 1986 — 1989
Bachelor of Business Administration, Accounting
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company September 2007 - March 2014
New York Life Insurance Company January 2001 - August 2007
Skills
Retirement Planning, Leadership, Insurance, Life Insurance, Retirement, Recruiting, Leadership Development, Coaching, College Recruiting, Mentoring, Financial Services, Analysis
Education
The American College
Insurance and Financial Services
Beck Steel Inc. November 2010 - Present
New York Life Insurance Company July 2010 - November 2010
Education
Texas Tech University 2002 — 2008
BA Animal Science
New York Life Insurance Company August 2015 - Present
Bunzl / R3 May 2014 - Present
Dallas Cowboys May 2012 - Present
Bank of America June 2012 - June 2014
BAC Home Loans January 2011 - June 2012
Circle Ten Council January 2006 - November 2010
Skills
Sales, Marketing, Customer Service, Leadership, Fundraising, Management, Team Building, Training, Strategic Planning, Public Speaking, Event Management, Microsoft Office, Leadership Development, Account Management, Contract Negotiation, Sales Management, Coaching, Time Management, Business Development, Marketing Strategy, Microsoft Word, Program Management, Team Leadership, Negotiation, Project Management, Project Planning, PowerPoint, Change Management, Operations Management, Retail, Employee Relations, New Business Development, Human Resources, Social Media, Analysis, Public Relations, Organizational..., Customer Satisfaction, Process Improvement, Social Networking, Outlook, Marketing Communications, Microsoft Excel, Inventory Management, Social Media Marketing, Nonprofits, Insurance
Education
Texas Tech University
Bachelor of Arts, Communication Studies
PSHS
Plano Senior HS
Alliance Federal Credit Union July 2015 - Present
Fifth Third Bank November 2014 - July 2015
GM Financial/AmeriCredit May 2011 - November 2014
New York Life Insurance Company November 2010 - May 2011
Southwest 66 Credit Union May 2008 - November 2010
United Auto Credit Corporation December 2004 - May 2008
Navistar Financial / International Trucks August 2001 - December 2004
Ford Motor Credit Company October 1996 - August 2001
Skills
Loans, Banking, Consumer Lending, Credit, Credit Analysis, Credit Risk, Marketing, Relationship Management, Risk Management, Underwriting, Portfolio Management, Finance, Management, Financial Analysis, Sales, Commercial Lending, Customer Retention, Sales Management
Education
Texas Tech University 1993 — 1996
Marketing, Finance
Horace Mann May 2014 - Present
Nationwide Insurance February 2005 - December 2013
Conte Insurance Agency 2003 - 2005
The Baltimore Life Insurance Company 2002 - 2003
Waddell and Reed 2000 - 2002
Western & Southern Financial Group May 1999 - November 2000
New York Life Insurance Company January 1998 - December 1999
Skills
Insurance, Property & Casualty..., Liability, Underwriting, General Insurance, Claim, Casualty, New Business Development, Sales, Commercial Insurance, Umbrella Insurance, Term Life Insurance, Professional Liability, Life Insurance, Legal Liability, Fixed Annuities, Customer Service, Workers Compensation, Health Insurance, Management, Employee Benefits
Education
The American College 2000 — 2005
Life Underwriters Training Council Fellowship (LUTCF), Advanced Markets, Business Insurance, Estate Planning, Financial Services
Cardinal Dougherty High School 1962 — 1966
Graduate, Business
JPMorgan Chase & Co. January 2015 - Present
Virtus Partners, LLC January 2014 - January 2015
Virtus Partners, LLC October 2012 - January 2014
Markit September 2007 - October 2012
New York Life Insurance Company June 2007 - September 2007
Convergys 2005 - 2007
West Teleservices May 2002 - April 2003
Skills
Data Reconciliation, Requirements Analysis, Data Analysis, Portfolio Management, Quality Assurance, Relationship Management, Problem Solving, Strategic Thinking, Key Metrics, Business Analysis, Training, Synthesizing, CLO, Hedge Funds, Broker-Dealer, Buy-side, Fund Administration, Software Asset..., Process Improvement, Bloomberg, Equities, Structured Finance, Management, Sales, Trading, Fixed Income, Derivatives, Asset Management, Financial Services
Education
Texas Tech University - Rawls College of Business 2005 — 2007
MBA, General Business
University of Tennessee College of Law 2004 — 2005
Law
Texas Tech University 2002 — 2004
BA, English
New York Life Insurance Company May 2015 - Present
Aflac June 2008 - May 2015
Aflac January 2005 - June 2008
Aflac April 2004 - January 2005
Skills
Employee Benefits, Health Insurance, Consultative Sales..., Strategic Selling, Brokers, Recruiting, Sales Management, Sales Management..., Sales Cycle Management, Team Building, Cross-functional Team..., Cross Selling, Sales Process, Marketing Strategy, Key Account Management, Key Account Development, Key Account..., Leadership, Team Leadership, Coaching, Risk Management, Customer Satisfaction, Customer Retention, Consultative Selling..., Ancillary Benefits, Talent Management, Highly detail oriented, Change Management, Business Networking, Business Strategy, Strategic Communications, Employee Engagement, Trusted Business Advisor, Trusted Business Partner, Talent Acquisition, Employee Training, Strategic Leadership, Thought Leadership, Business Analysis, Risk Assessment, Internet Recruiting, Direct Sales, Sales Presentation..., Sales Presentations, Contract Negotiation, Benefits Negotiation, Strategic Negotiations, Strategic Thinking, Strategic Alliances, Business Alliance...
Education
The American College 2013 — 2013
Charter Leadership Fellow, Leadership
University of Washington 1989 — 2003
Bachelor of Arts (B.A.), International Relations and National Security Studies