New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Employee
Years
Job
Industry
Stephanie M. Montoya Stephanie M. Montoya's New York Life Insurance Company Experience March 2005 - November 2007
Job Relationship Advisor III at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank July 2014 - Present
Morgan Stanley Private Bank N.A. April 2012 - July 2014
Morgan Stanley Private Bank N.A October 2010 - April 2012
Merrill Lynch Global Wealth Management January 2008 - October 2010
New York Life Insurance Company March 2005 - November 2007
Wells Fargo Bank April 2001 - March 2005
Skills
Private Banking, Credit, Wealth Management, Mortgage, Series 7, Series 66, Annuities, Life Insurance, Long Term Care, Securities Based Lending, Financial Services, Uniform Combined State..., Banking, Long-term Care, Fixed Annuities, Mortgage Lending, Portfolio Management, Loans, Securities Lending, Finance
Education
University of Denver - Daniels College of Business 1999 — 2003
BS, Finance
Silicon Valley Bank July 2014 - Present
Morgan Stanley Private Bank N.A. April 2012 - July 2014
Morgan Stanley Private Bank N.A October 2010 - April 2012
Merrill Lynch Global Wealth Management January 2008 - October 2010
New York Life Insurance Company March 2005 - November 2007
Wells Fargo Bank April 2001 - March 2005
Skills
Private Banking, Credit, Wealth Management, Mortgage, Series 7, Series 66, Annuities, Life Insurance, Long Term Care, Securities Based Lending, Financial Services, Uniform Combined State..., Banking, Long-term Care, Fixed Annuities, Mortgage Lending, Portfolio Management, Loans, Securities Lending, Finance
Education
University of Denver - Daniels College of Business 1999 — 2003
BS, Finance
Leslie Witalis Leslie Witalis's New York Life Insurance Company Experience March 2011 - June 2012
Job Business Development Manager at Digital Mountain, Inc.
Industry Legal Services
Experience
Digital Mountain, Inc. July 2015 - Present
Women in eDiscovery - Silicon Valley Chapter July 2013 - July 2015
TRU Staffing Partners, Inc. February 2013 - May 2015
Winston & Strawn LLP July 2012 - January 2013
New York Life Insurance Company March 2011 - June 2012
Skills
Microsoft Office, Outlook, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Recruiting, Career Opportunities, Staffing Services, eDiscovery Recruiting &..., Networking, Sourcing, Technical Recruiting, Contract Recruitment, Sales Recruitment, Interviews, Human Resources, Coaching, Management, Research, Temporary Staffing, Litigation Support, Temporary Placement, Litigation, Employment Law, Training, Fundraising, Staff Development, E-Discovery Consulting, Talent Acquisition, Business Development, Career Management, Screening Resumes, Social Networking
Education
The University of Connecticut 2007 — 2010
Bachelor of Arts (B.A.), Sociology
Digital Mountain, Inc. July 2015 - Present
Women in eDiscovery - Silicon Valley Chapter July 2013 - July 2015
TRU Staffing Partners, Inc. February 2013 - May 2015
Winston & Strawn LLP July 2012 - January 2013
New York Life Insurance Company March 2011 - June 2012
Skills
Microsoft Office, Outlook, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Recruiting, Career Opportunities, Staffing Services, eDiscovery Recruiting &..., Networking, Sourcing, Technical Recruiting, Contract Recruitment, Sales Recruitment, Interviews, Human Resources, Coaching, Management, Research, Temporary Staffing, Litigation Support, Temporary Placement, Litigation, Employment Law, Training, Fundraising, Staff Development, E-Discovery Consulting, Talent Acquisition, Business Development, Career Management, Screening Resumes, Social Networking
Education
The University of Connecticut 2007 — 2010
Bachelor of Arts (B.A.), Sociology
Nancy Souksavath Nancy Souksavath's New York Life Insurance Company Experience 2009 - 2011
Job Engineer Project Administor at Xorail
Industry Transportation/Trucking/Railroad
Experience
Xorail October 2014 - Present
MasTec 2013 - 2014
Tropical Paradise Fruit & Nursery 2011 - 2012
New York Life Insurance Company 2009 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Strategic Planning, Bilingual, SharePoint, Talon, Contract Management, Construction Management
Education
University of Denver
Bachelor's Degree, Organizational Leadership & Project Management
Xorail October 2014 - Present
MasTec 2013 - 2014
Tropical Paradise Fruit & Nursery 2011 - 2012
New York Life Insurance Company 2009 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Strategic Planning, Bilingual, SharePoint, Talon, Contract Management, Construction Management
Education
University of Denver
Bachelor's Degree, Organizational Leadership & Project Management
Mary Paradise Mary Paradise's New York Life Insurance Company Experience September 2014 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
M.Paradise Consulting March 2013 - August 2014
Sigma Health Consulting, LLC September 2013 - 2013
National Education Association 2008 - 2010
Skills
Leadership, Management, Finance, Grant Writing, Policy, Teaching, Social Media, Training, Nonprofits, Public Speaking, Public Relations
Education
University of Colorado Denver 1977 — 1978
Nurse Practitioner Certificate, Healthcare
Madonna College 1970 — 1974
BSN, Nursing
New York Life Insurance Company September 2014 - Present
M.Paradise Consulting March 2013 - August 2014
Sigma Health Consulting, LLC September 2013 - 2013
National Education Association 2008 - 2010
Skills
Leadership, Management, Finance, Grant Writing, Policy, Teaching, Social Media, Training, Nonprofits, Public Speaking, Public Relations
Education
University of Colorado Denver 1977 — 1978
Nurse Practitioner Certificate, Healthcare
Madonna College 1970 — 1974
BSN, Nursing
Kenneth Meyerson Kenneth Meyerson's New York Life Insurance Company Experience 1985 - 1986
Job Trading Options the TastyTrade Way
Industry Financial Services
Experience
AINC - Audio Information Network of Colorado September 2013 - Present
Global Carbon Corporation August 2014 - December 2014
University of Denver 2009 - 2012
Riviera Black Hawk Casino March 2005 - June 2008
Software AG of North America June 1988 - June 2002
New York Life Insurance Company 1985 - 1986
New York Life Insurance Company 1984 - 1985
Skills
Pattern Recognition, Voice Talent, Mistake Proofing, Idea Person, Psychology, Research, Critical Thinking, Adobe Creative Suite, Copy Editing, Technical Support, Data Visualization, Technical Training, scribe, Technical Analysis, Medical Terminology, Graphic Design, Mimicry, Impersonations, Customer Service, Non-linear Analysis, Information Retrieval, Regulatory Requirements, Mindfulness, Personal Genomics, Data Governance, Business Analysis, Requirements Gathering, Testing, Strategy, Research Strategy, Historical Research, Software Documentation, Business Intelligence, Data Mining, Quality Assurance, Business Intelligence..., Data Modeling, Microsoft Excel, Disaster Recovery, history, Narrator, Open Source Software, Amateur Photography, Databases, data curation, Photographic Memory, Perfect Pitch, Data Analysis, Microsoft Office, Management
Education
University of Denver - Daniels College of Business 2009 — 2012
MS, Business Intelligence/Analytics
University of Utah 1978 — 1981
Bachelor's, Psychology
AINC - Audio Information Network of Colorado September 2013 - Present
Global Carbon Corporation August 2014 - December 2014
University of Denver 2009 - 2012
Riviera Black Hawk Casino March 2005 - June 2008
Software AG of North America June 1988 - June 2002
New York Life Insurance Company 1985 - 1986
New York Life Insurance Company 1984 - 1985
Skills
Pattern Recognition, Voice Talent, Mistake Proofing, Idea Person, Psychology, Research, Critical Thinking, Adobe Creative Suite, Copy Editing, Technical Support, Data Visualization, Technical Training, scribe, Technical Analysis, Medical Terminology, Graphic Design, Mimicry, Impersonations, Customer Service, Non-linear Analysis, Information Retrieval, Regulatory Requirements, Mindfulness, Personal Genomics, Data Governance, Business Analysis, Requirements Gathering, Testing, Strategy, Research Strategy, Historical Research, Software Documentation, Business Intelligence, Data Mining, Quality Assurance, Business Intelligence..., Data Modeling, Microsoft Excel, Disaster Recovery, history, Narrator, Open Source Software, Amateur Photography, Databases, data curation, Photographic Memory, Perfect Pitch, Data Analysis, Microsoft Office, Management
Education
University of Denver - Daniels College of Business 2009 — 2012
MS, Business Intelligence/Analytics
University of Utah 1978 — 1981
Bachelor's, Psychology
Anthony Quarella Anthony Quarella's New York Life Insurance Company Experience January 2015 - Present
Job Actuarial Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company June 2013 - January 2015
New York Life Insurance Company May 2012 - May 2013
University of Connecticut August 2009 - May 2013
New York Life Insurance Company May 2011 - May 2012
South Windsor Recreation Department June 2007 - August 2010
Skills
Microsoft Office, Microsoft Excel, VBA, Prophet, SAS, R, SQL, Java, Matlab, PHP, HTML, Photoshop, Analysis, Insurance, Actuarial Science
Education
The University of Connecticut 2009 — 2013
Bachelor of Science, Actuarial Science
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company June 2013 - January 2015
New York Life Insurance Company May 2012 - May 2013
University of Connecticut August 2009 - May 2013
New York Life Insurance Company May 2011 - May 2012
South Windsor Recreation Department June 2007 - August 2010
Skills
Microsoft Office, Microsoft Excel, VBA, Prophet, SAS, R, SQL, Java, Matlab, PHP, HTML, Photoshop, Analysis, Insurance, Actuarial Science
Education
The University of Connecticut 2009 — 2013
Bachelor of Science, Actuarial Science
Michelle (Friedman) Griffith Michelle (Friedman) Griffith's New York Life Insurance Company Experience May 2004 - July 2004
Job Florida Public Relations Professional
Industry Public Relations and Communications
Experience
Boardroom Communications November 2006 - Present
University of Florida Foundation May 2006 - July 2006
New York Life Insurance Company May 2004 - July 2004
Skills
Media Relations, Blogging, Writing Skills, Press Releases, Public Relations, Promotions, Cision, Crisis Communications, Social Media, Corporate Communications, Strategic Communications, Facebook, Online Advertising, Online Marketing, Marketing, Crisis Management, Integrated Marketing, SEO, Email Marketing, Publicity, Media Studies, Event Planning, Newsletters, Social Media Marketing, Nonprofits, Advertising, Copy Editing, Marketing Communications, Copywriting, Social Media Measurement, Speech Writing, Journalism, Message Development, Editorial, Event Management, Internal Communications
Education
University of Florida 2002 — 2006
Bachelor of Science, Public Relations
Boardroom Communications November 2006 - Present
University of Florida Foundation May 2006 - July 2006
New York Life Insurance Company May 2004 - July 2004
Skills
Media Relations, Blogging, Writing Skills, Press Releases, Public Relations, Promotions, Cision, Crisis Communications, Social Media, Corporate Communications, Strategic Communications, Facebook, Online Advertising, Online Marketing, Marketing, Crisis Management, Integrated Marketing, SEO, Email Marketing, Publicity, Media Studies, Event Planning, Newsletters, Social Media Marketing, Nonprofits, Advertising, Copy Editing, Marketing Communications, Copywriting, Social Media Measurement, Speech Writing, Journalism, Message Development, Editorial, Event Management, Internal Communications
Education
University of Florida 2002 — 2006
Bachelor of Science, Public Relations
Nicole Boudreau Nicole Boudreau's New York Life Insurance Company Experience 2011 - 2013
Job Casting Assistant at Barbara McNamara Casting
Industry Entertainment
Experience
Barbara McNamara Casting April 2014 - December 2014
Barbara McNamara Casting February 2014 - April 2014
New York Life Insurance Company 2011 - 2013
Skills
Casting, Theatre, Feature Films, Television, Breakdown Services, Casting Networks, Film
Education
University of Connecticut 2007 — 2010
Bachelor of Arts (B.A.), Theatre Studies, Minor in Music
Manchester High School 2003 — 2007
High School
Barbara McNamara Casting April 2014 - December 2014
Barbara McNamara Casting February 2014 - April 2014
New York Life Insurance Company 2011 - 2013
Skills
Casting, Theatre, Feature Films, Television, Breakdown Services, Casting Networks, Film
Education
University of Connecticut 2007 — 2010
Bachelor of Arts (B.A.), Theatre Studies, Minor in Music
Manchester High School 2003 — 2007
High School
Michelle D Banks's New York Life Insurance Company Experience March 2015 - Present
Job CVP, NYL Corporate Services
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
The Darin C. Banks Foundation January 2009 - Present
AIG February 2014 - March 2015
NSPA 2011 - 2013
Pfizer August 2007 - February 2010
Merck December 2005 - August 2007
Ford Motor Company August 1998 - December 2005
Skills
Non-profits, Production, Strategic Planning, Event Planning, Marketing Strategy, Contract Negotiation, Leading Cross..., Personnel Supervision, Leadership
Education
University of Detroit Mercy 2003 — 2005
MBA, Marketing
University of Michigan 1993 — 1995
BA, Marketing Communication
New York Life Insurance Company March 2015 - Present
The Darin C. Banks Foundation January 2009 - Present
AIG February 2014 - March 2015
NSPA 2011 - 2013
Pfizer August 2007 - February 2010
Merck December 2005 - August 2007
Ford Motor Company August 1998 - December 2005
Skills
Non-profits, Production, Strategic Planning, Event Planning, Marketing Strategy, Contract Negotiation, Leading Cross..., Personnel Supervision, Leadership
Education
University of Detroit Mercy 2003 — 2005
MBA, Marketing
University of Michigan 1993 — 1995
BA, Marketing Communication
Michael Cardwell Michael Cardwell's New York Life Insurance Company Experience April 1997 - Present
Job President / Financial Advisor* at Cardwell Financial Group LLC
Industry Financial Services
Experience
Eagle Strategies, LLC June 2006 - Present
NYLIFE Securities LLC December 1997 - Present
New York Life Insurance Company April 1997 - Present
Cardwell Financial Group LLC April 1997 - Present
Competitive Edge Athletics, Inc May 2011 - Present
CBR Estate Investments June 2000 - Present
Education
University of Dayton 1978 — 1982
BS, Business
Carroll High School 1974 — 1978
Eagle Strategies, LLC June 2006 - Present
NYLIFE Securities LLC December 1997 - Present
New York Life Insurance Company April 1997 - Present
Cardwell Financial Group LLC April 1997 - Present
Competitive Edge Athletics, Inc May 2011 - Present
CBR Estate Investments June 2000 - Present
Education
University of Dayton 1978 — 1982
BS, Business
Carroll High School 1974 — 1978
Morgan Kagel's New York Life Insurance Company Experience June 2011 - August 2011
Job Public Health Associate at Centers for Disease Control and Prevention
Industry Health, Wellness and Fitness
Experience
Centers for Disease Control and Prevention October 2014 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2014 - September 2014
SAFE in Hunterdon January 2013 - December 2013
New York Life Insurance Company June 2011 - August 2011
Global Volunteers Network June 2010 - August 2010
Skills
Lifesciences, Volunteer Recruiting, Volunteer Management, Project Management, Volunteer Training, Microsoft Excel, Microsoft Publisher
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Biology/Biological Sciences
Centers for Disease Control and Prevention October 2014 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2014 - September 2014
SAFE in Hunterdon January 2013 - December 2013
New York Life Insurance Company June 2011 - August 2011
Global Volunteers Network June 2010 - August 2010
Skills
Lifesciences, Volunteer Recruiting, Volunteer Management, Project Management, Volunteer Training, Microsoft Excel, Microsoft Publisher
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Biology/Biological Sciences
Jason Biondolilllo Jason Biondolilllo's New York Life Insurance Company Experience July 2010 - December 2012
Job Underwriting Intern at Berkshire Hathaway
Industry Financial Services
Experience
ASAP Roofing October 2014 - Present
Berkshire Hathaway August 2013 - May 2014
Argus Event Staffing, LLC July 2012 - March 2014
New York Life Insurance Company July 2010 - December 2012
Best Buy June 2007 - December 2010
Skills
Life Insurance, Underwriting, Investments, Financial Services, Commercial Real Estate, Customer Service, Microsoft Excel, Insurance, Microsoft Office, Sales, PowerPoint, Leadership, Microsoft Word, Time Management, Risk Management
Education
University of Colorado Denver 2012 — 2014
Bachelor of Business Administration (BBA), Finance, Risk Management and Insurance Emphasis
ASAP Roofing October 2014 - Present
Berkshire Hathaway August 2013 - May 2014
Argus Event Staffing, LLC July 2012 - March 2014
New York Life Insurance Company July 2010 - December 2012
Best Buy June 2007 - December 2010
Skills
Life Insurance, Underwriting, Investments, Financial Services, Commercial Real Estate, Customer Service, Microsoft Excel, Insurance, Microsoft Office, Sales, PowerPoint, Leadership, Microsoft Word, Time Management, Risk Management
Education
University of Colorado Denver 2012 — 2014
Bachelor of Business Administration (BBA), Finance, Risk Management and Insurance Emphasis
Armen Adamian Armen Adamian's New York Life Insurance Company Experience June 2010 - February 2011
Job Finance Associate at Bain Capital
Industry Financial Services
Experience
Bain Capital March 2015 - Present
DDJ Capital Management October 2013 - March 2015
State Street Bank December 2012 - October 2013
State Street Bank February 2011 - December 2012
New York Life Insurance Company June 2010 - February 2011
Skills
Fund Accounting, Fund Administration, Investments, Insurance, Employee Benefits, Asset, Microsoft Office, Portfolio Management, Mutual Funds, Banking, Financial Services
Education
University of Connecticut 2006 — 2010
Bachelor of Arts, Economics
2016 Level III Candidate in the CFA Program
Bain Capital March 2015 - Present
DDJ Capital Management October 2013 - March 2015
State Street Bank December 2012 - October 2013
State Street Bank February 2011 - December 2012
New York Life Insurance Company June 2010 - February 2011
Skills
Fund Accounting, Fund Administration, Investments, Insurance, Employee Benefits, Asset, Microsoft Office, Portfolio Management, Mutual Funds, Banking, Financial Services
Education
University of Connecticut 2006 — 2010
Bachelor of Arts, Economics
2016 Level III Candidate in the CFA Program
Paul W. Holjes Paul W. Holjes's New York Life Insurance Company Experience December 1998 - June 2002
Job President, Wealth Manager at Peak Mountain Advisors
Industry Financial Services
Experience
Peak Mountain Advisors May 2012 - Present
MetLife October 2010 - May 2012
Morgan Stanley June 2004 - October 2010
Prudential Financial June 2002 - June 2004
New York Life Insurance Company December 1998 - June 2002
Skills
Finance, Retirement Planning, Wealth Management, Investments, Series 7, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Series 63
Education
The University of Connecticut 1994 — 1998
Bachelor's degree, Business/Managerial Economics
Simsbury High School 1990 — 1994
Peak Mountain Advisors May 2012 - Present
MetLife October 2010 - May 2012
Morgan Stanley June 2004 - October 2010
Prudential Financial June 2002 - June 2004
New York Life Insurance Company December 1998 - June 2002
Skills
Finance, Retirement Planning, Wealth Management, Investments, Series 7, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Series 63
Education
The University of Connecticut 1994 — 1998
Bachelor's degree, Business/Managerial Economics
Simsbury High School 1990 — 1994
Jim Bain Jim Bain's New York Life Insurance Company Experience June 1976 - November 2011
Job Retired Senior Vice President at New York Life
Industry Insurance
Experience
Retired November 2011 - Present
New York Life Insurance Company June 1976 - November 2011
New York Life Insurance Company March 2003 - September 2010
New York Life Insurance Company March 1995 - March 2003
Skills
Insurance, Application Development, Team Leadership, Software Development, Financial Services, Business Analysis, Retirement, Fixed Annuities, Management, Risk Management, IT Strategy, Vendor Management, Business Process..., SDLC, Program Management, Strategy, Retirement Planning, Strategic Planning, Financial Analysis, Process Improvement, Leadership, Business Intelligence, IT Management, Strategic Financial..., Life Insurance, Project Portfolio..., Management Consulting, Executive Management
Education
University of Dayton 1972 — 1976
Bachelor of Science, Business Management
Retired November 2011 - Present
New York Life Insurance Company June 1976 - November 2011
New York Life Insurance Company March 2003 - September 2010
New York Life Insurance Company March 1995 - March 2003
Skills
Insurance, Application Development, Team Leadership, Software Development, Financial Services, Business Analysis, Retirement, Fixed Annuities, Management, Risk Management, IT Strategy, Vendor Management, Business Process..., SDLC, Program Management, Strategy, Retirement Planning, Strategic Planning, Financial Analysis, Process Improvement, Leadership, Business Intelligence, IT Management, Strategic Financial..., Life Insurance, Project Portfolio..., Management Consulting, Executive Management
Education
University of Dayton 1972 — 1976
Bachelor of Science, Business Management
Susan Gonzales Susan Gonzales's New York Life Insurance Company Experience July 1999 - August 2001
Job Casino Event Consultant at The Party Corp
Industry Events Services
Experience
The Party Corp January 2008 - Present
Aon Hewitt July 2010 - March 2015
LNB Commercial Capital June 2004 - December 2007
Aflac August 2001 - May 2004
New York Life Insurance Company July 1999 - August 2001
Skills
Fundraising, Corporate Events, Event Planning, Event Management, Team Building, Entertainment, Health Insurance, Life Insurance, Employee Benefits, Wedding Planning, Sales, Birthdays, Account Management, Advertising, Hospitality, Marketing, Benefits Administration, Medicare Prescription..., Live Events, Coordinating Events, Banquets, Marketing Strategy, Event Producing, Customer Service..., Customer Service, Receptions, Real Estate, Hotels, Special Event, Leadership, Parties, Catering, Celebrations, Fundraisers, Trade Shows, Meeting Planning, Relationship Marketing, Convention Services, Private Events, Galas, New Business Development, Weddings, Public Relations, Holidays, Hospitality Industry, Appreciation, Management
Education
University of Florida 1994 — 1998
BS, Finance minor insurance
Port Saint Lucie High 1990 — 1994
The Party Corp January 2008 - Present
Aon Hewitt July 2010 - March 2015
LNB Commercial Capital June 2004 - December 2007
Aflac August 2001 - May 2004
New York Life Insurance Company July 1999 - August 2001
Skills
Fundraising, Corporate Events, Event Planning, Event Management, Team Building, Entertainment, Health Insurance, Life Insurance, Employee Benefits, Wedding Planning, Sales, Birthdays, Account Management, Advertising, Hospitality, Marketing, Benefits Administration, Medicare Prescription..., Live Events, Coordinating Events, Banquets, Marketing Strategy, Event Producing, Customer Service..., Customer Service, Receptions, Real Estate, Hotels, Special Event, Leadership, Parties, Catering, Celebrations, Fundraisers, Trade Shows, Meeting Planning, Relationship Marketing, Convention Services, Private Events, Galas, New Business Development, Weddings, Public Relations, Holidays, Hospitality Industry, Appreciation, Management
Education
University of Florida 1994 — 1998
BS, Finance minor insurance
Port Saint Lucie High 1990 — 1994
David Ephraim, LUTCF's New York Life Insurance Company Experience January 2009 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - Present
Education
University of Denver 1973 — 1979
B.A., Communications
Worcester Academy 1970 — 1973
New York Life Insurance Company January 2009 - Present
Education
University of Denver 1973 — 1979
B.A., Communications
Worcester Academy 1970 — 1973
Lou Matos Lou Matos's New York Life Insurance Company Experience January 2012 - July 2013
Job Sales Executive Waste Industries
Industry Environmental Services
Experience
Waste Industries August 2013 - Present
New York Life Insurance Company January 2012 - July 2013
Waste Management December 2001 - December 2011
Skills
Account Management, Sales Management, Sales Process, Salesforce.com, Sales Presentations, Sales, Cold Calling, Customer Service, Strategic Planning, Recycling, Leadership, Operations Management, Environmental Awareness, New Business Development, Team Building, Contract Negotiation, Forecasting
Education
University of Delaware 1998 — 1998
Small Business Administration/Management
Waste Industries August 2013 - Present
New York Life Insurance Company January 2012 - July 2013
Waste Management December 2001 - December 2011
Skills
Account Management, Sales Management, Sales Process, Salesforce.com, Sales Presentations, Sales, Cold Calling, Customer Service, Strategic Planning, Recycling, Leadership, Operations Management, Environmental Awareness, New Business Development, Team Building, Contract Negotiation, Forecasting
Education
University of Delaware 1998 — 1998
Small Business Administration/Management
Christopher Elezaj's New York Life Insurance Company Experience September 2007 - September 2008
Job Administration at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2014 - Present
SterlingBackcheck April 2014 - May 2014
Sommerfield Communications October 2008 - April 2014
Digital Upkeep September 2008 - January 2014
New York Life Insurance Company September 2007 - September 2008
Ernst & Young May 2005 - August 2007
Education
University of Detroit Mercy 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Guggenheim Partners July 2014 - Present
SterlingBackcheck April 2014 - May 2014
Sommerfield Communications October 2008 - April 2014
Digital Upkeep September 2008 - January 2014
New York Life Insurance Company September 2007 - September 2008
Ernst & Young May 2005 - August 2007
Education
University of Detroit Mercy 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Christopher Robert Christopher Robert's New York Life Insurance Company Experience September 2013 - November 2014
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC December 2014 - Present
New York Life Insurance Company September 2013 - November 2014
Skills
Estate Planning, Retirement, 401k Rollovers, Licensed Life & Health..., Retirement Planning, Insurance, Annuity Sales, Investments, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Wealth Preservation...
Education
University of Louisville 2009 — 2012
Juris Doctor
University of Florida 2005 — 2009
Bachelor of Science (B.S.), Business/Managerial Economics
AXA Advisors, LLC December 2014 - Present
New York Life Insurance Company September 2013 - November 2014
Skills
Estate Planning, Retirement, 401k Rollovers, Licensed Life & Health..., Retirement Planning, Insurance, Annuity Sales, Investments, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Wealth Preservation...
Education
University of Louisville 2009 — 2012
Juris Doctor
University of Florida 2005 — 2009
Bachelor of Science (B.S.), Business/Managerial Economics
Justin Gomez's New York Life Insurance Company Experience October 2006 - February 2008
Job Business Development Director at FocusVision Worldwide
Industry Market Research
Experience
FocusVision December 2013 - Present
Survey Sampling International January 2011 - October 2013
Western & Southern Financial Group March 2008 - May 2010
New York Life Insurance Company October 2006 - February 2008
Abercrombie & Fitch Co. June 2003 - October 2007
Skills
Account Management, Marketing Research, Marketing Strategy, Market Research, B2B, New Business Development, Competitive Analysis, Marketing, Sales
Education
University of Connecticut 2003 — 2007
BA, Communication Sciences
FocusVision December 2013 - Present
Survey Sampling International January 2011 - October 2013
Western & Southern Financial Group March 2008 - May 2010
New York Life Insurance Company October 2006 - February 2008
Abercrombie & Fitch Co. June 2003 - October 2007
Skills
Account Management, Marketing Research, Marketing Strategy, Market Research, B2B, New Business Development, Competitive Analysis, Marketing, Sales
Education
University of Connecticut 2003 — 2007
BA, Communication Sciences
Doug Roper Doug Roper's New York Life Insurance Company Experience December 2011 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2012 - Present
New York Life Insurance Company December 2011 - Present
Consultant February 2008 - July 2011
Calyon Corporate and Investment Bank 2001 - 2008
Banc of America Securities 1992 - 2001
First Chicago (now JPMorgan Chase) 1990 - 1992
Scotiabank 1985 - 1990
First City National Bank of Houston 1982 - 1985
Skills
Retirement Planning, Retirement, Investments, Life Insurance, Financial Planning, Mutual Funds, Investment Strategies, IRAs, Long Term Care Insurance, Wealth Management, Financial Services, Insurance, Fixed Annuities, Variable Annuities, Finance, Securities, Series 63, Asset Allocation, Equities, Bonds, Capital Markets, Financial Analysis, Risk Management
Education
University of Denver 1980 — 1981
BSBA, Finance and Marketing
NYLIFE Securities LLC September 2012 - Present
New York Life Insurance Company December 2011 - Present
Consultant February 2008 - July 2011
Calyon Corporate and Investment Bank 2001 - 2008
Banc of America Securities 1992 - 2001
First Chicago (now JPMorgan Chase) 1990 - 1992
Scotiabank 1985 - 1990
First City National Bank of Houston 1982 - 1985
Skills
Retirement Planning, Retirement, Investments, Life Insurance, Financial Planning, Mutual Funds, Investment Strategies, IRAs, Long Term Care Insurance, Wealth Management, Financial Services, Insurance, Fixed Annuities, Variable Annuities, Finance, Securities, Series 63, Asset Allocation, Equities, Bonds, Capital Markets, Financial Analysis, Risk Management
Education
University of Denver 1980 — 1981
BSBA, Finance and Marketing
Kevin Ferreira's New York Life Insurance Company Experience October 2014 - December 2014
Job Sales Executive at GO DREAM A/S
Industry Entertainment
Experience
GO DREAM A/S March 2015 - Present
New York Life Insurance Company October 2014 - December 2014
University of Connecticut January 2014 - May 2014
University of Connecticut – Storrs Campus Varsity Swim/Dive Meet Announcer January 2013 - March 2014
Hammonassett State Beach April 2008 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Public Speaking, Social Media, Customer Service, Event Planning, Teamwork, Facebook, Time Management, Data Analysis
Education
The University of Connecticut 2010 — 2014
Bachelor of Science (B.S.), Resource Economics
University of Connecticut School of Agriculture & Natural Resources 2010 — 2014
BS, Resource Economics; Marketing and Business Management
GO DREAM A/S March 2015 - Present
New York Life Insurance Company October 2014 - December 2014
University of Connecticut January 2014 - May 2014
University of Connecticut – Storrs Campus Varsity Swim/Dive Meet Announcer January 2013 - March 2014
Hammonassett State Beach April 2008 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Public Speaking, Social Media, Customer Service, Event Planning, Teamwork, Facebook, Time Management, Data Analysis
Education
The University of Connecticut 2010 — 2014
Bachelor of Science (B.S.), Resource Economics
University of Connecticut School of Agriculture & Natural Resources 2010 — 2014
BS, Resource Economics; Marketing and Business Management
Adam Prendergast Adam Prendergast's New York Life Insurance Company Experience February 2009 - January 2010
Job National Account Manager at Coveris
Industry Packaging and Containers
Experience
Coveris March 2014 - Present
Sealed Air Corporation March 2010 - March 2014
LA Fitness October 2009 - March 2010
New York Life Insurance Company February 2009 - January 2010
Pulte Homes/Ryan Homes May 2004 - October 2008
Skills
Food Packaging, Packaging, Corrugated, Plastics, Extrusion, Protective Packaging, MS Office Suite, Project Management, Sales Management, Direct Sales, Inside Sales, outside sales, Distribution Management, Market Research, Online Marketing, Marketing Strategy, Direct Marketing, Product Marketing, Contract Negotiation, Consultative Selling, Value-based Selling, Sales, B2B, New Business Development, Leadership, Management
Education
University of Delaware 2000 — 2004
BSBA, Marketing
Manheim Township 1996 — 2000
High School Diploma, College Prep
Coveris March 2014 - Present
Sealed Air Corporation March 2010 - March 2014
LA Fitness October 2009 - March 2010
New York Life Insurance Company February 2009 - January 2010
Pulte Homes/Ryan Homes May 2004 - October 2008
Skills
Food Packaging, Packaging, Corrugated, Plastics, Extrusion, Protective Packaging, MS Office Suite, Project Management, Sales Management, Direct Sales, Inside Sales, outside sales, Distribution Management, Market Research, Online Marketing, Marketing Strategy, Direct Marketing, Product Marketing, Contract Negotiation, Consultative Selling, Value-based Selling, Sales, B2B, New Business Development, Leadership, Management
Education
University of Delaware 2000 — 2004
BSBA, Marketing
Manheim Township 1996 — 2000
High School Diploma, College Prep
Mark Cashman Mark Cashman's New York Life Insurance Company Experience October 2012 - Present
Job Business Analyst
Industry Financial Services
Experience
New York Life Insurance Company October 2012 - Present
New York Life Investments April 2010 - October 2012
New York Life Investments February 2008 - April 2010
New York Life Investments June 2006 - February 2008
Skills
Mutual Funds, Securities, Series 7, Investments, Asset Managment, Bloomberg, Equities, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service
Education
University of Delaware 2002 — 2006
Bachelor of Arts (B.A.), Economics
New York Life Insurance Company October 2012 - Present
New York Life Investments April 2010 - October 2012
New York Life Investments February 2008 - April 2010
New York Life Investments June 2006 - February 2008
Skills
Mutual Funds, Securities, Series 7, Investments, Asset Managment, Bloomberg, Equities, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service
Education
University of Delaware 2002 — 2006
Bachelor of Arts (B.A.), Economics
Dori Lubitz Dori Lubitz's New York Life Insurance Company Experience May 2008 - August 2008
Job Manager, Talent Acquisition at AIG
Industry Investment Banking
Experience
AIG 2012 - Present
JP Morgan Chase October 2009 - November 2011
New York Life Insurance Company May 2008 - August 2008
UBS April 2006 - May 2008
Comcast Spotlight October 2004 - December 2006
Sprint Nextel October 1998 - July 2002
Education
University of Delaware
B.A., Psychology
AIG 2012 - Present
JP Morgan Chase October 2009 - November 2011
New York Life Insurance Company May 2008 - August 2008
UBS April 2006 - May 2008
Comcast Spotlight October 2004 - December 2006
Sprint Nextel October 1998 - July 2002
Education
University of Delaware
B.A., Psychology
Nicholas Moffa Nicholas Moffa's New York Life Insurance Company Experience June 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
Gloucester Township Housing Authority December 2009 - February 2010
Township of Gloucester June 2009 - August 2009
Jackson Cross Partners LLC June 2008 - August 2008
Skills
Communication, Social Media Marketing, Microsoft Excel, Personal Income Tax..., Teamwork, Time Management, PowerPoint, Microsoft Word, Leadership, Customer Service, Microsoft Office, Social Networking, Sales, Public Speaking, Social Media
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2014
Bachelor of Science (B.S.), Finance
New York Life Insurance Company June 2014 - Present
Gloucester Township Housing Authority December 2009 - February 2010
Township of Gloucester June 2009 - August 2009
Jackson Cross Partners LLC June 2008 - August 2008
Skills
Communication, Social Media Marketing, Microsoft Excel, Personal Income Tax..., Teamwork, Time Management, PowerPoint, Microsoft Word, Leadership, Customer Service, Microsoft Office, Social Networking, Sales, Public Speaking, Social Media
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2014
Bachelor of Science (B.S.), Finance
Amanda Tripmacher Amanda Tripmacher's New York Life Insurance Company Experience April 2009 - Present
Job Relationship Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2009 - Present
Citi Smith Barney April 2007 - December 2008
Citi May 2004 - April 2007
Skills
FINRA Series 6, Fixed Annuities, Life Insurance, Series 6, Relationship Management
Education
University of Delaware 2000 — 2004
Bachelor of Science, Family and Community Services
New York Life Insurance Company April 2009 - Present
Citi Smith Barney April 2007 - December 2008
Citi May 2004 - April 2007
Skills
FINRA Series 6, Fixed Annuities, Life Insurance, Series 6, Relationship Management
Education
University of Delaware 2000 — 2004
Bachelor of Science, Family and Community Services
James Caboy Jr.'s New York Life Insurance Company Experience 1998 - 2000
Job Compliance at Liquidnet, Inc.
Industry Financial Services
Experience
Liquidnet, Inc. December 2012 - Present
Canaccord Genuity Inc. November 2009 - November 2012
Natixis CIB Americas June 2004 - October 2009
Pershing, LLC. - Retail and Institutional Broker Dealer January 2000 - May 2004
New York Life Insurance Company 1998 - 2000
Morgan Stanley Dean Witter Trust, FSB. 1998 - 1998
Skills
Series 7, Series 63, Series 55, Series 24, Equities, Capital Markets, Equity Trading, FINRA, Financial Markets, Market Making, Risk Management, Securities, Trading, Trading Systems
Education
University of Delaware 1993 — 1997
BS, Political Science
EMHS
Liquidnet, Inc. December 2012 - Present
Canaccord Genuity Inc. November 2009 - November 2012
Natixis CIB Americas June 2004 - October 2009
Pershing, LLC. - Retail and Institutional Broker Dealer January 2000 - May 2004
New York Life Insurance Company 1998 - 2000
Morgan Stanley Dean Witter Trust, FSB. 1998 - 1998
Skills
Series 7, Series 63, Series 55, Series 24, Equities, Capital Markets, Equity Trading, FINRA, Financial Markets, Market Making, Risk Management, Securities, Trading, Trading Systems
Education
University of Delaware 1993 — 1997
BS, Political Science
EMHS
Diony Concepcion Diony Concepcion's New York Life Insurance Company Experience May 1996 - June 1999
Job Financial Advisor/Wealth Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management May 2012 - Present
CTWorks March 2011 - April 2012
Independent Consultant May 2010 - March 2011
Stone Insurance March 2008 - May 2010
Phoenix Investment Partners August 2007 - February 2008
Samuel A. Ramirez and Co. May 2005 - June 2007
Merrill Lynch September 1999 - May 2005
New York Life Insurance Company May 1996 - June 1999
Skills
Sales Management, Direct Marketing, Diversity Strategy, New Business Development, Business Relationship..., Government Liason, Motivational..., Retirement Planning, Investment Advisory, Asset Allocation, Asset Management, Community Relations, Asset Managment, Community Development, Business Development, Business Strategy, Leadership, Marketing, Nonprofits, Public Speaking, Relationship Management
Education
The University of Connecticut 1989 — 1994
Political science, Bachelor of Arts
The University of Connecticut 1989 — 1994
Bachelor of Arts (B.A.), Certificate of Latin american studies
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management May 2012 - Present
CTWorks March 2011 - April 2012
Independent Consultant May 2010 - March 2011
Stone Insurance March 2008 - May 2010
Phoenix Investment Partners August 2007 - February 2008
Samuel A. Ramirez and Co. May 2005 - June 2007
Merrill Lynch September 1999 - May 2005
New York Life Insurance Company May 1996 - June 1999
Skills
Sales Management, Direct Marketing, Diversity Strategy, New Business Development, Business Relationship..., Government Liason, Motivational..., Retirement Planning, Investment Advisory, Asset Allocation, Asset Management, Community Relations, Asset Managment, Community Development, Business Development, Business Strategy, Leadership, Marketing, Nonprofits, Public Speaking, Relationship Management
Education
The University of Connecticut 1989 — 1994
Political science, Bachelor of Arts
The University of Connecticut 1989 — 1994
Bachelor of Arts (B.A.), Certificate of Latin american studies
David Ephraim David Ephraim's New York Life Insurance Company Experience January 2008 - Present
Job Partner with New York Life
Industry Financial Services
Experience
New York Life Insurance Company January 2008 - Present
New York Life Insurance Company 2008 - 2010
Aurora Loan Services January 2007 - January 2008
Argent Mortgage October 2005 - January 2007
Education
University of Denver
New York Life Insurance Company January 2008 - Present
New York Life Insurance Company 2008 - 2010
Aurora Loan Services January 2007 - January 2008
Argent Mortgage October 2005 - January 2007
Education
University of Denver
Brett Sinofsky's New York Life Insurance Company Experience January 2014 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
Habitat for Humanity October 2010 - December 2012
Gleacher & Company June 2012 - August 2012
Office of Early College Programs January 2011 - May 2012
Raritan Valley Country Club April 2007 - August 2011
Fellowship Village October 2006 - March 2007
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Access, Customer Service, Social Media, Financial Analysis, Research, Bloomberg, Facebook, Financial Modeling, Interpersonal..., Event Planning, Organization, Data Analysis, Public Speaking, Valuation, Social Networking, Leadership, Sales, Critical Thinking
Education
The University of Connecticut 2009 — 2013
Bachelor of Science, Business; Finance, 3.47
New York Life Insurance Company January 2014 - Present
Habitat for Humanity October 2010 - December 2012
Gleacher & Company June 2012 - August 2012
Office of Early College Programs January 2011 - May 2012
Raritan Valley Country Club April 2007 - August 2011
Fellowship Village October 2006 - March 2007
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Access, Customer Service, Social Media, Financial Analysis, Research, Bloomberg, Facebook, Financial Modeling, Interpersonal..., Event Planning, Organization, Data Analysis, Public Speaking, Valuation, Social Networking, Leadership, Sales, Critical Thinking
Education
The University of Connecticut 2009 — 2013
Bachelor of Science, Business; Finance, 3.47
Andrew Marchant Andrew Marchant's New York Life Insurance Company Experience September 2010 - August 2012
Job Fellow at Silicon Flatirons Center for Law, Technology, and Entrepreneurship
Industry
Experience
Silicon Flatirons Center for Law, Technology, and Entrepreneurship August 2015 - Present
NetApp May 2014 - May 2015
USDA Office of General Counsel January 2014 - May 2014
Boulder County Courts September 2013 - December 2013
CoreSite May 2013 - August 2013
New York Life Insurance Company September 2010 - August 2012
Heritage Business Strategies September 2009 - September 2010
Skills
Investments, Financial Analysis, Legal Research, Real Estate Transactions, Public Speaking, Legal Writing, Microsoft Office, Customer Service, Leadership
Education
University of Colorado School of Law 2012 — 2015
Doctor of Law (J.D.)
James Madison University - College of Business
Bachelor of Business Administration (BBA), Finance and Business Law
Silicon Flatirons Center for Law, Technology, and Entrepreneurship August 2015 - Present
NetApp May 2014 - May 2015
USDA Office of General Counsel January 2014 - May 2014
Boulder County Courts September 2013 - December 2013
CoreSite May 2013 - August 2013
New York Life Insurance Company September 2010 - August 2012
Heritage Business Strategies September 2009 - September 2010
Skills
Investments, Financial Analysis, Legal Research, Real Estate Transactions, Public Speaking, Legal Writing, Microsoft Office, Customer Service, Leadership
Education
University of Colorado School of Law 2012 — 2015
Doctor of Law (J.D.)
James Madison University - College of Business
Bachelor of Business Administration (BBA), Finance and Business Law
Kelli Faust Kelli Faust's New York Life Insurance Company Experience April 2015 - Present
Job Actuarial Assistant at New York Life
Industry Banking
Experience
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company May 2014 - August 2014
JPMorgan Chase January 2014 - May 2014
University of Delaware September 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Matlab, Time Management
Education
University of Delaware 2011 — 2015
Mathematics and Economics, Mathematics and Economics
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company May 2014 - August 2014
JPMorgan Chase January 2014 - May 2014
University of Delaware September 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Matlab, Time Management
Education
University of Delaware 2011 — 2015
Mathematics and Economics, Mathematics and Economics
Kimberly Stowasser Kimberly Stowasser's New York Life Insurance Company Experience June 2013 - January 2014
Job Business Analyst at FIS
Industry Information Technology and Services
Experience
FIS February 2014 - Present
New York Life Insurance Company June 2013 - January 2014
Tires Plus Total Car Care September 2010 - June 2013
Tires Plus Total Car Care June 2010 - August 2010
Contempo School of Dance June 2006 - June 2008
Skills
Microsoft Office, Adobe Creative Suite, Advertising, Marketing, Social Media, Training, PowerPoint, Requirements Analysis, Functional..., Visio, Agile & Waterfall..., Software Development, Requirements Gathering
Education
University of Florida 2008 — 2012
Bachelor's Degree, Advertising
FIS February 2014 - Present
New York Life Insurance Company June 2013 - January 2014
Tires Plus Total Car Care September 2010 - June 2013
Tires Plus Total Car Care June 2010 - August 2010
Contempo School of Dance June 2006 - June 2008
Skills
Microsoft Office, Adobe Creative Suite, Advertising, Marketing, Social Media, Training, PowerPoint, Requirements Analysis, Functional..., Visio, Agile & Waterfall..., Software Development, Requirements Gathering
Education
University of Florida 2008 — 2012
Bachelor's Degree, Advertising
Richard Eberhard Richard Eberhard's New York Life Insurance Company Experience September 2013 - Present
Job Sr. Accounting Analyst New York Life Ins and Annuity Corporation
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company June 2009 - Present
Enterprise Rent-A-Car June 2007 - June 2009
Skills
Analysis, Microsoft Office, Customer Service, Management, Leadership, Process Improvement, New Business Development, Accounting, Account Management, Microsoft Excel, Team Building, Strategic Planning, Project Management, Business Analysis, Financial Reporting, Insurance, Financial Analysis, Microsoft Word, Coaching, Public Speaking, PowerPoint, Time Management, Marketing
Education
University of Dayton 2002 — 2006
Bachelor's degree, Marketing, A
LOMA
FLMI, ACS
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company June 2009 - Present
Enterprise Rent-A-Car June 2007 - June 2009
Skills
Analysis, Microsoft Office, Customer Service, Management, Leadership, Process Improvement, New Business Development, Accounting, Account Management, Microsoft Excel, Team Building, Strategic Planning, Project Management, Business Analysis, Financial Reporting, Insurance, Financial Analysis, Microsoft Word, Coaching, Public Speaking, PowerPoint, Time Management, Marketing
Education
University of Dayton 2002 — 2006
Bachelor's degree, Marketing, A
LOMA
FLMI, ACS
Austin Pettit's New York Life Insurance Company Experience May 2015 - Present
Job Actuarial Assistant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2015 - Present
Bankers Financial Corporation September 2014 - April 2015
Space Exploration Technologies March 2014 - September 2014
Globe Wireless February 2013 - August 2013
Health First November 2012 - February 2013
Shands at the University of Florida January 2010 - April 2011
Skills
Actuarial Science, Mathematics, Microsoft Excel, Microsoft Access, SQL, VBA, SAS, Risk Analysis, Pricing, Loss Reserving, Reinsurance, Catastrophe Modeling, Property & Casualty..., Life Insurance
Education
University of Florida 2008 — 2012
Bachelor of Science (B.S.), Biochemistry/Mathematics, 3.43/4.00
New York Life Insurance Company May 2015 - Present
Bankers Financial Corporation September 2014 - April 2015
Space Exploration Technologies March 2014 - September 2014
Globe Wireless February 2013 - August 2013
Health First November 2012 - February 2013
Shands at the University of Florida January 2010 - April 2011
Skills
Actuarial Science, Mathematics, Microsoft Excel, Microsoft Access, SQL, VBA, SAS, Risk Analysis, Pricing, Loss Reserving, Reinsurance, Catastrophe Modeling, Property & Casualty..., Life Insurance
Education
University of Florida 2008 — 2012
Bachelor of Science (B.S.), Biochemistry/Mathematics, 3.43/4.00
Stephen Paulachok's New York Life Insurance Company Experience May 2007 - September 2009
Job Senior Actuarial Developer at iPipeline
Industry Information Technology and Services
Experience
iPipeline March 2014 - Present
ImageNet March 2012 - March 2014
State Farm Insurance July 2011 - January 2012
Michelle Neils State Farm Agency March 2009 - June 2011
New York Life Insurance Company May 2007 - September 2009
Skills
Insurance, Microsoft Office, Management, Microsoft Excel, Analysis, VB.NET, Process Improvement, Agile Methodologies, Strategic Financial..., Financial Analysis, Marketing, Business Analysis, Securities, Customer Service, Budgets, Recruiting, Strategic Planning, Life Insurance, PowerPoint, Fixed Annuities, Microsoft Word, Data Analysis, VBA
Education
University of Delaware 2003 — 2007
Bachelors, Marketing, Management
Bishop Shanahan 1999 — 2003
iPipeline March 2014 - Present
ImageNet March 2012 - March 2014
State Farm Insurance July 2011 - January 2012
Michelle Neils State Farm Agency March 2009 - June 2011
New York Life Insurance Company May 2007 - September 2009
Skills
Insurance, Microsoft Office, Management, Microsoft Excel, Analysis, VB.NET, Process Improvement, Agile Methodologies, Strategic Financial..., Financial Analysis, Marketing, Business Analysis, Securities, Customer Service, Budgets, Recruiting, Strategic Planning, Life Insurance, PowerPoint, Fixed Annuities, Microsoft Word, Data Analysis, VBA
Education
University of Delaware 2003 — 2007
Bachelors, Marketing, Management
Bishop Shanahan 1999 — 2003
Evan William James Haglund Evan William James Haglund's New York Life Insurance Company Experience April 2011 - May 2012
Job Shift Manager at Starbucks
Industry Logistics and Supply Chain
Experience
Starbucks January 2014 - Present
New York Life Insurance Company April 2011 - May 2012
Winn Brook Child Care September 2009 - April 2011
University Directories May 2009 - September 2009
Brooklyn Heroes January 2005 - January 2007
Skills
Series 6, Lean Manufacturing, Supply Chain Management, Logistics, Microsoft SQL Server, Licensed Life & Health..., Microsoft Office, Excel, PowerPoint, Outlook, Access, Word, Microsoft Excel, Leadership, Data Analysis, Team Building, Process Improvement, Microsoft Word, Life Insurance
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2008
Bachelor of Business Administration (BBA), Supply Chain Systems, Management
Belmont High School 1999 — 2003
Starbucks January 2014 - Present
New York Life Insurance Company April 2011 - May 2012
Winn Brook Child Care September 2009 - April 2011
University Directories May 2009 - September 2009
Brooklyn Heroes January 2005 - January 2007
Skills
Series 6, Lean Manufacturing, Supply Chain Management, Logistics, Microsoft SQL Server, Licensed Life & Health..., Microsoft Office, Excel, PowerPoint, Outlook, Access, Word, Microsoft Excel, Leadership, Data Analysis, Team Building, Process Improvement, Microsoft Word, Life Insurance
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2008
Bachelor of Business Administration (BBA), Supply Chain Systems, Management
Belmont High School 1999 — 2003
William Jeppe William Jeppe's New York Life Insurance Company Experience January 2004 - November 2004
Job Personal Lines Manager/Sales at Clark, Baffone, and Matthews Insurance Agency
Industry Insurance
Experience
Clark, Baffone, and Matthews Insurance Agency April 2015 - Present
Kimberley Vassal Insurance Services Ltd. November 2010 - April 2015
Wilmington Wine Co. 2009 - 2012
Kinnamon, Taylor & Dawes November 2004 - September 2010
New York Life Insurance Company January 2004 - November 2004
Skills
Legal Liability, Property & Casualty..., Insurance, Investments, Umbrella Insurance, Banking, Inland Marine, Health Insurance, Account Management, Property, Sales, Workers Compensation, Underwriting, Team Building, Employee Benefits, Commercial Insurance
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2003
B.S. in Business Administration, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2001
Business Studies
A. I. duPont 1995 — 1999
Clark, Baffone, and Matthews Insurance Agency April 2015 - Present
Kimberley Vassal Insurance Services Ltd. November 2010 - April 2015
Wilmington Wine Co. 2009 - 2012
Kinnamon, Taylor & Dawes November 2004 - September 2010
New York Life Insurance Company January 2004 - November 2004
Skills
Legal Liability, Property & Casualty..., Insurance, Investments, Umbrella Insurance, Banking, Inland Marine, Health Insurance, Account Management, Property, Sales, Workers Compensation, Underwriting, Team Building, Employee Benefits, Commercial Insurance
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2003
B.S. in Business Administration, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2001
Business Studies
A. I. duPont 1995 — 1999
Lori Susalla Oancea Lori Susalla Oancea's New York Life Insurance Company Experience May 2006 - October 2010
Job Executive Director, Success Systems, Training & Development at Michigan Financial Companies, Signator Investors Inc.
Industry Financial Services
Experience
Michigan Financial Companies, Signator Investors Inc. December 2014 - Present
Michigan Financial Companies October 2010 - Present
New York Life Insurance Company May 2006 - October 2010
general practice 1990 - 2005
Unum 1995 - 2002
Education
University of Detroit Mercy School of Law 1987 — 1990
J.D., Law
University of Michigan 1981 — 1985
B.A., Economics
Michigan Financial Companies, Signator Investors Inc. December 2014 - Present
Michigan Financial Companies October 2010 - Present
New York Life Insurance Company May 2006 - October 2010
general practice 1990 - 2005
Unum 1995 - 2002
Education
University of Detroit Mercy School of Law 1987 — 1990
J.D., Law
University of Michigan 1981 — 1985
B.A., Economics
John L. Daly, J.D., LIC's New York Life Insurance Company Experience 2012 - 2015
Job President & CEO at Benefit Plan Strategies, LLC
Industry Insurance
Experience
Benefit Plan Strategies LLC February 2015 - Present
Daly Merritt, Inc. August 1987 - January 2015
New York Life Insurance Company 2012 - 2015
Northwestern Mutual July 1999 - April 2006
Procter & Gamble June 1985 - August 1987
Procter & Gamble November 1983 - June 1985
Procter & Gamble June 1982 - November 1983
Skills
Health Insurance, Employee Benefits, Strategic Planning, Customer Service, Insurance, Risk Management, Underwriting, New Business Development, Life Insurance, Disability Insurance, Business Strategy, Managed Care, Workers Compensation, Sales Management, Consulting, Management, Commercial Insurance, Property & Casualty..., Sales, Finance, Long-term Care, Small Business, Estate Planning, Casualty, Retirement Planning, Fixed Annuities, Brokers, Leadership
Education
University of Detroit Mercy School of Law 1993 — 1997
JD, Law
Western Michigan University 1978 — 1982
BBA, Marketing
Gabriel Richard High School 1974 — 1978
High School Diploma, College/University Preparatory
Benefit Plan Strategies LLC February 2015 - Present
Daly Merritt, Inc. August 1987 - January 2015
New York Life Insurance Company 2012 - 2015
Northwestern Mutual July 1999 - April 2006
Procter & Gamble June 1985 - August 1987
Procter & Gamble November 1983 - June 1985
Procter & Gamble June 1982 - November 1983
Skills
Health Insurance, Employee Benefits, Strategic Planning, Customer Service, Insurance, Risk Management, Underwriting, New Business Development, Life Insurance, Disability Insurance, Business Strategy, Managed Care, Workers Compensation, Sales Management, Consulting, Management, Commercial Insurance, Property & Casualty..., Sales, Finance, Long-term Care, Small Business, Estate Planning, Casualty, Retirement Planning, Fixed Annuities, Brokers, Leadership
Education
University of Detroit Mercy School of Law 1993 — 1997
JD, Law
Western Michigan University 1978 — 1982
BBA, Marketing
Gabriel Richard High School 1974 — 1978
High School Diploma, College/University Preparatory
Frank Iguodala Jr Frank Iguodala Jr's New York Life Insurance Company Experience November 2004 - September 2011
Job Licensed Real Estate Professional at Entourage Elite Real Estate
Industry Real Estate
Experience
Entourage Elite Real Estate November 2014 - Present
Marvin Capps Realty, INC. January 2014 - November 2014
Farmers Insurance October 2011 - December 2013
New York Life Insurance Company November 2004 - September 2011
Skills
Real Estate, Real Estate Investment..., Real Estate Marketing, Corporate Real Estate, Real Estate Development, Commercial Real Estate, Financial Services, Sales, Retirement Planning, Strategic Planning, Investments, Disability Insurance, Management, Leadership, Employee Benefits, Asset Management, Property & Casualty..., Portfolio Management
Education
University of Dayton 2002 — 2004
Bachelor of Science in Busines Administration, Finance
Entourage Elite Real Estate November 2014 - Present
Marvin Capps Realty, INC. January 2014 - November 2014
Farmers Insurance October 2011 - December 2013
New York Life Insurance Company November 2004 - September 2011
Skills
Real Estate, Real Estate Investment..., Real Estate Marketing, Corporate Real Estate, Real Estate Development, Commercial Real Estate, Financial Services, Sales, Retirement Planning, Strategic Planning, Investments, Disability Insurance, Management, Leadership, Employee Benefits, Asset Management, Property & Casualty..., Portfolio Management
Education
University of Dayton 2002 — 2004
Bachelor of Science in Busines Administration, Finance
Matt Mitola Matt Mitola's New York Life Insurance Company Experience September 2013 - Present
Job Student at The University of Connecticut
Industry Financial Services
Experience
EY August 2015 - Present
New York Life Insurance Company September 2013 - Present
Morgan Stanley May 2012 - July 2012
West Orange Baseball League June 2009 - July 2012
Mitola Deli June 2007 - July 2012
Skills
•Can operate all..., Economics, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Teamwork, Data Analysis, Customer Service, Access, Time Management, Investments, Financial Modeling, Mutual Funds, Finance
Education
The University of Connecticut 2009 — 2013
Bachelor's degree, Economics
EY August 2015 - Present
New York Life Insurance Company September 2013 - Present
Morgan Stanley May 2012 - July 2012
West Orange Baseball League June 2009 - July 2012
Mitola Deli June 2007 - July 2012
Skills
•Can operate all..., Economics, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Teamwork, Data Analysis, Customer Service, Access, Time Management, Investments, Financial Modeling, Mutual Funds, Finance
Education
The University of Connecticut 2009 — 2013
Bachelor's degree, Economics
Nicholas Suarez's New York Life Insurance Company Experience May 2014 - August 2014
Job Student at The University of Florida
Industry Insurance
Experience
Best Meridian Insurance Company May 2015 - Present
New York Life Insurance Company May 2014 - August 2014
B&F Marine June 2008 - August 2009
Skills
Actuarial Exams, Actuarial Science, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office
Education
University of Florida 2011 — 2015
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Statistics and Economics, GPA: 3.57
Best Meridian Insurance Company May 2015 - Present
New York Life Insurance Company May 2014 - August 2014
B&F Marine June 2008 - August 2009
Skills
Actuarial Exams, Actuarial Science, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office
Education
University of Florida 2011 — 2015
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Statistics and Economics, GPA: 3.57
Sean Reddy Sean Reddy's New York Life Insurance Company Experience June 2014 - Present
Job Actuarial Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
University of Connecticut - Student Affairs Information Technology - HuskyTech January 2011 - December 2013
New York Life Insurance Company January 2013 - March 2013
Phoenix Life Insurance Company June 2012 - August 2012
Education
The University of Connecticut 2010 — 2014
Bachelor's Degree, Mathematics/Actuarial Science
University of Connecticut 2010 — 2014
Bachelor's degree, Mathematics / Actuarial Science
New York Life Insurance Company June 2014 - Present
University of Connecticut - Student Affairs Information Technology - HuskyTech January 2011 - December 2013
New York Life Insurance Company January 2013 - March 2013
Phoenix Life Insurance Company June 2012 - August 2012
Education
The University of Connecticut 2010 — 2014
Bachelor's Degree, Mathematics/Actuarial Science
University of Connecticut 2010 — 2014
Bachelor's degree, Mathematics / Actuarial Science
Brad Amidon's New York Life Insurance Company Experience December 2014 - Present
Job Senior Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company December 2013 - December 2014
Gleim Publications September 2009 - September 2013
Gleim Publications September 2009 - September 2013
New York Life Insurance Company May 2013 - August 2013
Fantasy of Flight July 2007 - August 2009
Skills
Unica Campaign, Project Management, Microsoft Excel, Visio, Microsoft Word, Business Communications, PowerPoint, SQL, Microsoft Access, Microsoft Powerpoint, Sales, Analysis, Databases, Data Analysis, Microsoft Office, Linear Programming, Access, Time Management, Microsoft Visio, SharePoint, Team Leadership, Business Entity..., Distribution Software, UPS worldship, Integer Programming, Microsoft Publisher, C#, BPM, CA Clarity, java, Customer Service
Education
University of Florida 2009 — 2013
Bachelor of Science in Business Administration, Management Information Systems and Services, Fourth Year
University of Florida 2009 — 2012
Bachelor of Arts in Business Administration, Business/Commerce, General, Fourth Year
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company December 2013 - December 2014
Gleim Publications September 2009 - September 2013
Gleim Publications September 2009 - September 2013
New York Life Insurance Company May 2013 - August 2013
Fantasy of Flight July 2007 - August 2009
Skills
Unica Campaign, Project Management, Microsoft Excel, Visio, Microsoft Word, Business Communications, PowerPoint, SQL, Microsoft Access, Microsoft Powerpoint, Sales, Analysis, Databases, Data Analysis, Microsoft Office, Linear Programming, Access, Time Management, Microsoft Visio, SharePoint, Team Leadership, Business Entity..., Distribution Software, UPS worldship, Integer Programming, Microsoft Publisher, C#, BPM, CA Clarity, java, Customer Service
Education
University of Florida 2009 — 2013
Bachelor of Science in Business Administration, Management Information Systems and Services, Fourth Year
University of Florida 2009 — 2012
Bachelor of Arts in Business Administration, Business/Commerce, General, Fourth Year
Lori Genk Lori Genk's New York Life Insurance Company Experience 1999 - 2008
Job Independent Agent at The Bailey Group
Industry Insurance
Experience
The Bailey Group 2008 - Present
New York Life Insurance Co. 2008 - 2013
New York Life Insurance Company 1999 - 2008
American Bankers Insurance Group 1991 - 1999
Blue Cross Blue Shield of Florida 1984 - 1991
Zales Jewelers 1981 - 1984
CH2MHill 1979 - 1981
Skills
Technical Writing, Written & Oral..., Oral & Written..., Health Insurance, Insurance
Education
University of North Florida 1982 — 1984
MBA
University of Florida 1975 — 1979
BS Journalism
The Bailey Group 2008 - Present
New York Life Insurance Co. 2008 - 2013
New York Life Insurance Company 1999 - 2008
American Bankers Insurance Group 1991 - 1999
Blue Cross Blue Shield of Florida 1984 - 1991
Zales Jewelers 1981 - 1984
CH2MHill 1979 - 1981
Skills
Technical Writing, Written & Oral..., Oral & Written..., Health Insurance, Insurance
Education
University of North Florida 1982 — 1984
MBA
University of Florida 1975 — 1979
BS Journalism
Monica Adee Monica Adee's New York Life Insurance Company Experience December 2011 - August 2012
Job Residential Support Provider at TriDevelopment Center
Industry Retail
Experience
Tri-Development Center April 2014 - Present
Best Buy November 2013 - Present
The Pampered Chef November 2012 - Present
Allstate August 2012 - October 2013
New York Life Insurance Company December 2011 - August 2012
Bankers Life and Casualty April 2010 - November 2011
San Angelo I.S.D. 2006 - 2009
Hawaii Baptist Academy July 2005 - September 2006
Skills
Insurance, Long-term Care, Accounting, Retirement, Medicare, Retirement Planning, Fixed Annuities, Customer Service, Sales, Disability Insurance, Life Insurance, Small Business, Long Term Care Insurance, Health Insurance, Employee Benefits, Estate Planning, Term Life Insurance
Education
University of Florida 1999 — 2002
Master of Education (M.Ed.), Special Education
University of Kentucky 1996 — 1998
Tri-Development Center April 2014 - Present
Best Buy November 2013 - Present
The Pampered Chef November 2012 - Present
Allstate August 2012 - October 2013
New York Life Insurance Company December 2011 - August 2012
Bankers Life and Casualty April 2010 - November 2011
San Angelo I.S.D. 2006 - 2009
Hawaii Baptist Academy July 2005 - September 2006
Skills
Insurance, Long-term Care, Accounting, Retirement, Medicare, Retirement Planning, Fixed Annuities, Customer Service, Sales, Disability Insurance, Life Insurance, Small Business, Long Term Care Insurance, Health Insurance, Employee Benefits, Estate Planning, Term Life Insurance
Education
University of Florida 1999 — 2002
Master of Education (M.Ed.), Special Education
University of Kentucky 1996 — 1998
Tiffany Daley Tiffany Daley's New York Life Insurance Company Experience May 2013 - August 2013
Job Actuarial Analyst at XL Catlin
Industry Insurance
Experience
XL Catlin July 2014 - Present
New York Life Insurance Company May 2013 - August 2013
Liberty Mutual Insurance June 2012 - August 2012
Skills
Insurance, VBA, Actuarial Science, Microsoft Excel, Analysis, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Teamwork
Education
The University of Connecticut 2010 — 2014
Bachelor of Arts (BA), Actuarial Science
XL Catlin July 2014 - Present
New York Life Insurance Company May 2013 - August 2013
Liberty Mutual Insurance June 2012 - August 2012
Skills
Insurance, VBA, Actuarial Science, Microsoft Excel, Analysis, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Teamwork
Education
The University of Connecticut 2010 — 2014
Bachelor of Arts (BA), Actuarial Science
Stephanie Pollard Stephanie Pollard's New York Life Insurance Company Experience April 2014 - September 2014
Job Quality Control Specialist at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc October 2014 - Present
New York Life Insurance Company April 2014 - September 2014
OppenheimerFunds November 2013 - April 2014
Guess? October 2012 - November 2013
INROADS 2010 - 2013
Jeppesen June 2011 - September 2012
Macy's June 2009 - August 2012
Skills
Building Relationships, Personal Finance, Customer Satisfaction, Business Networking, Networking, Insurance, Time Management, Social Networking, Social Media, Sales, Marketing
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, International Business and Finance
Denver East High School 2005 — 2009
Envestnet, Inc October 2014 - Present
New York Life Insurance Company April 2014 - September 2014
OppenheimerFunds November 2013 - April 2014
Guess? October 2012 - November 2013
INROADS 2010 - 2013
Jeppesen June 2011 - September 2012
Macy's June 2009 - August 2012
Skills
Building Relationships, Personal Finance, Customer Satisfaction, Business Networking, Networking, Insurance, Time Management, Social Networking, Social Media, Sales, Marketing
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, International Business and Finance
Denver East High School 2005 — 2009
Sean Safieh Sean Safieh's New York Life Insurance Company Experience December 2013 - Present
Job Vice President at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company December 2013 - Present
Scholastic November 2011 - December 2013
TimeLink November 2009 - November 2011
TimeLink May 2004 - November 2009
Sprint Nextel 2002 - 2004
Acumen Solutions 2000 - 2002
Skills
Enterprise Software, ERP, Business Process, Program Management, SDLC, Vendor Management, Business Analysis, Management, Process Improvement, IT Strategy, Professional Services, CRM, Strategy, SaaS, Business Intelligence, SharePoint, Consulting, Requirements Analysis, Software Project..., Integration, Cloud Computing, Enterprise Architecture, IT Outsourcing, Requirements Gathering, Project Management, Software Implementation, SAP, Agile Methodologies, PeopleSoft, Scrum, SQL, Business Process..., XML, Management Consulting, Workforce Management, Project Portfolio..., PMO, Oracle HR, Change Management, Crystal Reports, Oracle, Software Development, Leadership, Portfolio Management
Education
University of Delaware
BS, Computer Science
New York Life Insurance Company December 2013 - Present
Scholastic November 2011 - December 2013
TimeLink November 2009 - November 2011
TimeLink May 2004 - November 2009
Sprint Nextel 2002 - 2004
Acumen Solutions 2000 - 2002
Skills
Enterprise Software, ERP, Business Process, Program Management, SDLC, Vendor Management, Business Analysis, Management, Process Improvement, IT Strategy, Professional Services, CRM, Strategy, SaaS, Business Intelligence, SharePoint, Consulting, Requirements Analysis, Software Project..., Integration, Cloud Computing, Enterprise Architecture, IT Outsourcing, Requirements Gathering, Project Management, Software Implementation, SAP, Agile Methodologies, PeopleSoft, Scrum, SQL, Business Process..., XML, Management Consulting, Workforce Management, Project Portfolio..., PMO, Oracle HR, Change Management, Crystal Reports, Oracle, Software Development, Leadership, Portfolio Management
Education
University of Delaware
BS, Computer Science
Jackie Martinez, International MBA's New York Life Insurance Company Experience September 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
NSHMBA - National Society of Hispanic MBA Association, January 2013 - Present
Suitts Graduate and Alumni Career Center - Daniels College of Business April 2009 - September 2014
All Nations Academy, Denver, CO 2008 - 2009
El Shaddai, Denver, CO 2006 - 2008
Skills
Event Planning, Long-term Customer..., Research, Leadership, Fundraising, Public Speaking, Strategic Planning, Supervision, Higher Education, Customer Service, Event Management, Marketing, Social Media Marketing, Recruiting, Human Resources, Staff Development, Management, Advertising, Time Management, Budgets, Program Management, Leadership Development, Training, Nonprofits, Career Counseling, Teaching
Education
University of Denver - Daniels College of Business 2012 — 2014
International MBA, Human Resources Management and Services
University of Denver
Bachelors of Science in Business Administration
New York Life Insurance Company September 2014 - Present
NSHMBA - National Society of Hispanic MBA Association, January 2013 - Present
Suitts Graduate and Alumni Career Center - Daniels College of Business April 2009 - September 2014
All Nations Academy, Denver, CO 2008 - 2009
El Shaddai, Denver, CO 2006 - 2008
Skills
Event Planning, Long-term Customer..., Research, Leadership, Fundraising, Public Speaking, Strategic Planning, Supervision, Higher Education, Customer Service, Event Management, Marketing, Social Media Marketing, Recruiting, Human Resources, Staff Development, Management, Advertising, Time Management, Budgets, Program Management, Leadership Development, Training, Nonprofits, Career Counseling, Teaching
Education
University of Denver - Daniels College of Business 2012 — 2014
International MBA, Human Resources Management and Services
University of Denver
Bachelors of Science in Business Administration
Veronica Gheller's New York Life Insurance Company Experience August 2008 - March 2015
Job Stage Manager
Industry Performing Arts
Experience
Playhouse Creatures Theatre Company September 2015 - Present
The New York International Fringe Festival (FringeNYC) July 2015 - August 2015
New York Life Insurance Company August 2008 - March 2015
Independent Contractor June 2013 - July 2013
Retro Productions April 2013 - May 2013
The Bleecker Company September 2012 - September 2012
Retro Productions May 2012 - May 2012
Jackson National Life February 2005 - June 2008
Dish Network July 2003 - February 2005
Curious Theatre Company February 2003 - May 2003
Skills
Theatre, Stage, Entertainment, Stage Management, Microsoft Word, PowerPoint, Event Planning, Social Media, Performing Arts, Leadership, Insurance, Microsoft Excel, Research, Social Networking, Light Board Operator, QLab, Stage Lighting, Lotus Notes, Outlook, Innovation, Analysis, Newsletters, Show Calling, queue calling, Electronic Business, Acting, Dialects, Event Management, Annuities, Festivals, Data Entry, Customer Service, Financial Services
Education
University of Colorado Denver 2000 — 2003
BA, Theatre
Playhouse Creatures Theatre Company September 2015 - Present
The New York International Fringe Festival (FringeNYC) July 2015 - August 2015
New York Life Insurance Company August 2008 - March 2015
Independent Contractor June 2013 - July 2013
Retro Productions April 2013 - May 2013
The Bleecker Company September 2012 - September 2012
Retro Productions May 2012 - May 2012
Jackson National Life February 2005 - June 2008
Dish Network July 2003 - February 2005
Curious Theatre Company February 2003 - May 2003
Skills
Theatre, Stage, Entertainment, Stage Management, Microsoft Word, PowerPoint, Event Planning, Social Media, Performing Arts, Leadership, Insurance, Microsoft Excel, Research, Social Networking, Light Board Operator, QLab, Stage Lighting, Lotus Notes, Outlook, Innovation, Analysis, Newsletters, Show Calling, queue calling, Electronic Business, Acting, Dialects, Event Management, Annuities, Festivals, Data Entry, Customer Service, Financial Services
Education
University of Colorado Denver 2000 — 2003
BA, Theatre
Audrey Clarke Audrey Clarke's New York Life Insurance Company Experience April 2013 - Present
Job Dedicated and caring Agent at New York Life Ins Co helping business owners and families prepare for retirement and more.
Industry Insurance
Experience
New York Life Insurance Company April 2013 - Present
Professionals Now, LLC 2007 - 2013
Parsons Brinckerhoff October 2000 - August 2010
WFLA-TV February 1998 - February 2000
Fox News Channel October 1996 - February 1998
Skills
Insurance, Finance, IRAs, Speech Writing, Publicity, Retirement Planning, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Small Business, College Savings Options, Succession Planning, Wealth Preservation..., Gifting Strategies, Legacies, Multi-generational..., Editing, Management, Public Speaking, Social Networking, Social Media, Customer Service, Leadership, Microsoft Office, Public Relations
Education
University of Florida 1985 — 1987
Bachelor's of Science, Public Relations, Advertising, and Applied Communication
University of South Florida 1994 — 1996
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Tampa Bay Technical High School 1979 — 1982
High School Diploma, Secretarial/Business
New York Life Insurance Company April 2013 - Present
Professionals Now, LLC 2007 - 2013
Parsons Brinckerhoff October 2000 - August 2010
WFLA-TV February 1998 - February 2000
Fox News Channel October 1996 - February 1998
Skills
Insurance, Finance, IRAs, Speech Writing, Publicity, Retirement Planning, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Small Business, College Savings Options, Succession Planning, Wealth Preservation..., Gifting Strategies, Legacies, Multi-generational..., Editing, Management, Public Speaking, Social Networking, Social Media, Customer Service, Leadership, Microsoft Office, Public Relations
Education
University of Florida 1985 — 1987
Bachelor's of Science, Public Relations, Advertising, and Applied Communication
University of South Florida 1994 — 1996
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Tampa Bay Technical High School 1979 — 1982
High School Diploma, Secretarial/Business
Kristen Cadillac Kristen Cadillac's New York Life Insurance Company Experience February 2012 - June 2014
Job Implementation Consultant TotalSource, ADP
Industry Financial Services
Experience
ADP July 2014 - Present
New York Life Insurance Company February 2012 - June 2014
New York Life Investment Management November 2010 - March 2012
Niagara Conservation June 2010 - September 2010
Diamond State Financial Group January 2010 - September 2010
Skills
Spanish, International Business, Management, Customer Service, Financial Services, Retirement Planning, Microsoft Office, Leadership, Lotus Notes, CRM, Accounting, Strategic Planning, Investments, Teamwork, Call Centers, Operations Management, Employee Benefits, Customer Relations, Microsoft Word
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, International Business Studies
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor Science, International Business
ADP July 2014 - Present
New York Life Insurance Company February 2012 - June 2014
New York Life Investment Management November 2010 - March 2012
Niagara Conservation June 2010 - September 2010
Diamond State Financial Group January 2010 - September 2010
Skills
Spanish, International Business, Management, Customer Service, Financial Services, Retirement Planning, Microsoft Office, Leadership, Lotus Notes, CRM, Accounting, Strategic Planning, Investments, Teamwork, Call Centers, Operations Management, Employee Benefits, Customer Relations, Microsoft Word
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, International Business Studies
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor Science, International Business
Sherri Gill Sherri Gill's New York Life Insurance Company Experience 2007 - 2008
Job Account Executive at Patriot Benefits Group
Industry Insurance
Experience
Patriot Benefits Group June 2008 - Present
New York Life Insurance Company 2007 - 2008
Access Services February 1996 - October 2007
Kmart Corporation 1982 - 1993
Skills
Life Insurance, Medicare, Disability Insurance, Insurance, Health Insurance, Sales, Claim, Small Business, Employee Benefits, Underwriting, Human Resources, Term Life Insurance, Marketing, Brokers, HIPAA, Customer Service, Healthcare, Commercial Insurance, Retirement Planning, Financial Planners, Workers Compensation, General Insurance, Casualty, Liability, Financial Planning, Management
Education
University of Colorado at Colorado Springs 1978 — 1982
Bachelor's degree, Psychology and Sociology
Westmont Christain College 1980 — 1981
Patriot Benefits Group June 2008 - Present
New York Life Insurance Company 2007 - 2008
Access Services February 1996 - October 2007
Kmart Corporation 1982 - 1993
Skills
Life Insurance, Medicare, Disability Insurance, Insurance, Health Insurance, Sales, Claim, Small Business, Employee Benefits, Underwriting, Human Resources, Term Life Insurance, Marketing, Brokers, HIPAA, Customer Service, Healthcare, Commercial Insurance, Retirement Planning, Financial Planners, Workers Compensation, General Insurance, Casualty, Liability, Financial Planning, Management
Education
University of Colorado at Colorado Springs 1978 — 1982
Bachelor's degree, Psychology and Sociology
Westmont Christain College 1980 — 1981
Lizabeth Espinal's New York Life Insurance Company Experience May 2012 - August 2012
Job Associate Account Manager at ZocDoc
Industry Marketing and Advertising
Experience
ZocDoc May 2015 - Present
Tact Medical Staffing February 2015 - April 2015
Tact Medical Staffing September 2012 - February 2015
New York Life Insurance Company May 2012 - August 2012
UCONN Economics Society August 2010 - May 2012
UCONN Multimedia Language Center August 2008 - May 2012
World Citizens Foundation June 2011 - June 2011
Skills
Leadership, Account Management, Marketing, Customer Service, Business Development, Strategy, Public Speaking, Social Media, Networking, Research, Program Management, Managed Care, Temporary Placement, Microsoft Office, ACT!, Management, Healthcare, Time Management, PowerPoint
Education
The University of Connecticut 2008 — 2012
BA, Political Science, History, 3.65
ZocDoc May 2015 - Present
Tact Medical Staffing February 2015 - April 2015
Tact Medical Staffing September 2012 - February 2015
New York Life Insurance Company May 2012 - August 2012
UCONN Economics Society August 2010 - May 2012
UCONN Multimedia Language Center August 2008 - May 2012
World Citizens Foundation June 2011 - June 2011
Skills
Leadership, Account Management, Marketing, Customer Service, Business Development, Strategy, Public Speaking, Social Media, Networking, Research, Program Management, Managed Care, Temporary Placement, Microsoft Office, ACT!, Management, Healthcare, Time Management, PowerPoint
Education
The University of Connecticut 2008 — 2012
BA, Political Science, History, 3.65
Branden Russell Branden Russell's New York Life Insurance Company Experience December 2013 - Present
Job Case Analyst New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
New York Life Insurance Company June 2012 - December 2013
New York Life Insurance Company December 2011 - April 2012
Satterley Property Group February 2008 - September 2011
Skills
Microsoft Office, Public Relations, New Business Development, Microsoft Excel, Customer Service, Marketing, Sales, Sales Management, Microsoft Word, Research, Public Speaking, Strategic Planning, Event Planning, Social Media, Recruiting, Account Management, Real Estate, Marketing Strategy, Management, Business Analysis, Event Management, Social Media Marketing, Outlook, Training, Insurance, Contract Negotiation, Negotiation, Leadership, Analysis, Life Insurance, Finance, Time Management, Financial Services
Education
University of Florida 1997 — 2002
Bachelor of Arts (B.A.), Sociology
New York Life Insurance Company December 2013 - Present
New York Life Insurance Company June 2012 - December 2013
New York Life Insurance Company December 2011 - April 2012
Satterley Property Group February 2008 - September 2011
Skills
Microsoft Office, Public Relations, New Business Development, Microsoft Excel, Customer Service, Marketing, Sales, Sales Management, Microsoft Word, Research, Public Speaking, Strategic Planning, Event Planning, Social Media, Recruiting, Account Management, Real Estate, Marketing Strategy, Management, Business Analysis, Event Management, Social Media Marketing, Outlook, Training, Insurance, Contract Negotiation, Negotiation, Leadership, Analysis, Life Insurance, Finance, Time Management, Financial Services
Education
University of Florida 1997 — 2002
Bachelor of Arts (B.A.), Sociology
Jessica Carden's New York Life Insurance Company Experience May 2012 - August 2012
Job Marketing Coordinator at Inspire Energy
Industry Marketing and Advertising
Experience
Inspire Energy June 2015 - Present
Dynamic English Chile July 2014 - May 2015
Mufson Howe Hunter & Company December 2013 - July 2014
University of Delaware February 2013 - May 2013
Field and Post May 2011 - May 2013
New York Life Insurance Company May 2012 - August 2012
Delaware Nature Society Inc January 2012 - March 2012
Skills
Social Media, Interpersonal..., Marketing Communications, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Salesforce.com, Event Planning, Administrative Work, Market Research, Nonprofits, Research
Education
University of Delaware 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
Inspire Energy June 2015 - Present
Dynamic English Chile July 2014 - May 2015
Mufson Howe Hunter & Company December 2013 - July 2014
University of Delaware February 2013 - May 2013
Field and Post May 2011 - May 2013
New York Life Insurance Company May 2012 - August 2012
Delaware Nature Society Inc January 2012 - March 2012
Skills
Social Media, Interpersonal..., Marketing Communications, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Salesforce.com, Event Planning, Administrative Work, Market Research, Nonprofits, Research
Education
University of Delaware 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
Justin Lindahl's New York Life Insurance Company Experience November 2012 - Present
Job I Take the Fear Out of People's Money Decisions
Industry Financial Services
Experience
New York Life Insurance Company November 2012 - Present
NYLIFE Securities LLC November 2012 - Present
Professional Networking Group January 2013 - Present
New Haven Old Black Rugby Football Club November 2014 - Present
East Haven Chamber of Commerce March 2014 - Present
Arendholz Bryan & Associates, PC June 2010 - November 2012
Nurse Alarm Systems, Inc August 2010 - July 2012
Nurse Alarm Systems, Inc August 2010 - March 2012
Skills
Leadership, Small Business, Life Insurance, Insurance, Retirement, Finance, Securities, Financial Services, Estate Planning, Investments, Entrepreneurship, Retirement Planning, Fixed Annuities, Long-term Care, Disability Insurance, Term Life Insurance, Employee Benefits, Series 6, Strategic Planning, Long Term Care Insurance, Mutual Funds, Annuity Sales, Asset Protection, Permanent Life Insurance, 401k Rollovers, Guaranteed Lifetime..., Team Leadership, Key Person Protection, Gifting Strategies, Wealth Preservation..., Multi-generational..., Multi-generational..., Legacies, Succession Planning, Start-ups, Sales Management, Series 63, IRAs, Roth IRA, Rollovers, 403 b, 457 Plans, Deferred Compensation, 529 Plans, Strategic Financial..., Business Planning, Protection..., Cash Flow Management, Business Management, Financial Planning
Education
University of Delaware 2006 — 2010
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor’s Degree, Marketing
Daniel Hand High School 2003 — 2006
High School, General Studies
New York Life Insurance Company November 2012 - Present
NYLIFE Securities LLC November 2012 - Present
Professional Networking Group January 2013 - Present
New Haven Old Black Rugby Football Club November 2014 - Present
East Haven Chamber of Commerce March 2014 - Present
Arendholz Bryan & Associates, PC June 2010 - November 2012
Nurse Alarm Systems, Inc August 2010 - July 2012
Nurse Alarm Systems, Inc August 2010 - March 2012
Skills
Leadership, Small Business, Life Insurance, Insurance, Retirement, Finance, Securities, Financial Services, Estate Planning, Investments, Entrepreneurship, Retirement Planning, Fixed Annuities, Long-term Care, Disability Insurance, Term Life Insurance, Employee Benefits, Series 6, Strategic Planning, Long Term Care Insurance, Mutual Funds, Annuity Sales, Asset Protection, Permanent Life Insurance, 401k Rollovers, Guaranteed Lifetime..., Team Leadership, Key Person Protection, Gifting Strategies, Wealth Preservation..., Multi-generational..., Multi-generational..., Legacies, Succession Planning, Start-ups, Sales Management, Series 63, IRAs, Roth IRA, Rollovers, 403 b, 457 Plans, Deferred Compensation, 529 Plans, Strategic Financial..., Business Planning, Protection..., Cash Flow Management, Business Management, Financial Planning
Education
University of Delaware 2006 — 2010
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor’s Degree, Marketing
Daniel Hand High School 2003 — 2006
High School, General Studies
Johnathan Lam Johnathan Lam's New York Life Insurance Company Experience October 2009 - February 2011
Job Bridging gaps by global resourcing
Industry Real Estate
Experience
Keller Williams Classic Realty Group - Orlando, FL July 2015 - Present
Innovation 720 March 2015 - Present
First Data Merchant Services February 2011 - June 2015
Ermenegildo Zegna Group February 2014 - January 2015
Italian Shoemakers Inc April 2012 - October 2013
Hollister Co. September 2011 - February 2012
New York Life Insurance Company October 2009 - February 2011
Nationwide Insurance October 2008 - July 2009
Skills
Real Estate, Investment Properties, Market Research, Import/Export Operations, Client Development, Marketing, Customer Service, Direct Sales, Sales, Account Management, Sales Management, Cold Calling, Direct Import, Operations Management, Relationship Management, B2B, Employee Training, Product Marketing, Training, International Business, Retail, Sales Presentations, Project Management, Social Media, Research
Education
University of Florida 2003 — 2008
BA, Chinese - East Asian Languages, Literatures, and Linguistics
Keller Williams Classic Realty Group - Orlando, FL July 2015 - Present
Innovation 720 March 2015 - Present
First Data Merchant Services February 2011 - June 2015
Ermenegildo Zegna Group February 2014 - January 2015
Italian Shoemakers Inc April 2012 - October 2013
Hollister Co. September 2011 - February 2012
New York Life Insurance Company October 2009 - February 2011
Nationwide Insurance October 2008 - July 2009
Skills
Real Estate, Investment Properties, Market Research, Import/Export Operations, Client Development, Marketing, Customer Service, Direct Sales, Sales, Account Management, Sales Management, Cold Calling, Direct Import, Operations Management, Relationship Management, B2B, Employee Training, Product Marketing, Training, International Business, Retail, Sales Presentations, Project Management, Social Media, Research
Education
University of Florida 2003 — 2008
BA, Chinese - East Asian Languages, Literatures, and Linguistics
Albert Ventura Albert Ventura's New York Life Insurance Company Experience June 2014 - Present
Job Financial Services Professional helping families and business owners develop a sound financial strategy
Industry Insurance
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company June 2014 - Present
Bank of America July 2011 - June 2014
Wells Fargo April 2010 - July 2011
FedEx Express March 2008 - March 2010
Aflac October 2006 - April 2009
FedEx Express September 1993 - August 2006
Island Developers Ltd. May 1991 - September 1993
US Navy January 1988 - March 1991
Skills
Sales, Insurance, Credit, Loans, Banking, Licensed Life and...
Education
University of Florida 1997 — 2003
Bachelor of Applied Science (B.A.Sc.), Entomology and Nematology
Santa Fe State College 1995 — 1997
Associate of Arts (A.A.), Pre-Medicine/Pre-Medical Studies
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company June 2014 - Present
Bank of America July 2011 - June 2014
Wells Fargo April 2010 - July 2011
FedEx Express March 2008 - March 2010
Aflac October 2006 - April 2009
FedEx Express September 1993 - August 2006
Island Developers Ltd. May 1991 - September 1993
US Navy January 1988 - March 1991
Skills
Sales, Insurance, Credit, Loans, Banking, Licensed Life and...
Education
University of Florida 1997 — 2003
Bachelor of Applied Science (B.A.Sc.), Entomology and Nematology
Santa Fe State College 1995 — 1997
Associate of Arts (A.A.), Pre-Medicine/Pre-Medical Studies
Christina Corraya Christina Corraya's New York Life Insurance Company Experience May 2015 - Present
Job Account Document Processor
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
U.S. Embassy, Dhaka March 2011 - June 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Management, Event Planning, Outlook
Education
University of East London
Bachelor of Arts (B.A.), Business Administration
New York Life Insurance Company May 2015 - Present
U.S. Embassy, Dhaka March 2011 - June 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Management, Event Planning, Outlook
Education
University of East London
Bachelor of Arts (B.A.), Business Administration
Patrick Thornton, FSA, MAAA Patrick Thornton, FSA, MAAA's New York Life Insurance Company Experience December 2012 - Present
Job Actuarial Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company December 2012 - Present
AmeriLife Group LLC June 2012 - December 2012
Hartford Life January 2010 - June 2012
Hartford Life July 2008 - January 2010
Hartford Life January 2007 - July 2008
Mercer May 2006 - August 2006
Skills
Actuarial Science, Financial Modeling, Fixed Annuities, Insurance, Life Insurance, Variable Annuities, MoSes, Pricing, VBA, Microsoft Excel, Term Life Insurance, Financial Reporting, Product Development, Pensions, Retirement, Financial Risk
Education
University of Florida 2003 — 2006
B.S., Statistics, Actuarial Science
New York Life Insurance Company December 2012 - Present
AmeriLife Group LLC June 2012 - December 2012
Hartford Life January 2010 - June 2012
Hartford Life July 2008 - January 2010
Hartford Life January 2007 - July 2008
Mercer May 2006 - August 2006
Skills
Actuarial Science, Financial Modeling, Fixed Annuities, Insurance, Life Insurance, Variable Annuities, MoSes, Pricing, VBA, Microsoft Excel, Term Life Insurance, Financial Reporting, Product Development, Pensions, Retirement, Financial Risk
Education
University of Florida 2003 — 2006
B.S., Statistics, Actuarial Science
Brock Grubbs Brock Grubbs's New York Life Insurance Company Experience February 2013 - September 2013
Job Farm Operator at Grubbs Land & Cattle
Industry Sports
Experience
Grubbs Land & Cattle September 2013 - Present
New York Life Insurance Company February 2013 - September 2013
University of Dubuque August 2009 - May 2013
University of Dubuque August 2009 - May 2013
Career Athletes September 2012 - December 2012
Iowa Cubs May 2012 - August 2012
University of Dubuque January 2012 - May 2012
Hawkeye Lawncare November 2006 - January 2010
Skills
Business, Customer Service, Marketing Communications, Corporate Communications, Communication, Fitness, Microsoft Office, Market Research, Newsletters, PowerPoint, Problem Solving, Strategic Planning, Baseball, Football, Basketball, People Skills, Corporate Social..., Community, Volunteering
Education
University of Dubuque 2009 — 2013
Bachelor of Business Administration (BBA), Communications, Marketing, 3.82
University of Dubuque (UD) 2009 — 2013
Business, Communications; Marketing
Grubbs Land & Cattle September 2013 - Present
New York Life Insurance Company February 2013 - September 2013
University of Dubuque August 2009 - May 2013
University of Dubuque August 2009 - May 2013
Career Athletes September 2012 - December 2012
Iowa Cubs May 2012 - August 2012
University of Dubuque January 2012 - May 2012
Hawkeye Lawncare November 2006 - January 2010
Skills
Business, Customer Service, Marketing Communications, Corporate Communications, Communication, Fitness, Microsoft Office, Market Research, Newsletters, PowerPoint, Problem Solving, Strategic Planning, Baseball, Football, Basketball, People Skills, Corporate Social..., Community, Volunteering
Education
University of Dubuque 2009 — 2013
Bachelor of Business Administration (BBA), Communications, Marketing, 3.82
University of Dubuque (UD) 2009 — 2013
Business, Communications; Marketing
Jesse Hougnon Jesse Hougnon's New York Life Insurance Company Experience October 2014 - July 2015
Job Army Central Engineer Plans Officer at US Army
Industry Military
Experience
US Army August 2015 - Present
New York Life Insurance Company October 2014 - July 2015
US Army July 2012 - June 2014
US Army January 2011 - March 2012
US Army January 2009 - June 2010
US Army February 2007 - December 2007
US Army February 2006 - February 2007
Skills
Life Insurance, Term Life Insurance, Retirement Planning, Permanent Life Insurance, Licensed in Long Term..., Army, Leadership, Command, Force Protection, Combat, Military Operations, Military Experience, Operational Planning, Top Secret, Counterinsurgency, Security Clearance, Team Building, Customer Service, Military, Training, National Security, Microsoft Office, Tactics, DoD, Intelligence Analysis, Defense, Leadership Development, Weapons, Counterterrorism, Intelligence, Information Assurance, Interagency Coordination, Account Management, Sales, Communication, Business Networking, Customer Satisfaction, Customer Relations, Buy-sell Agreements, Asset Protection, Gifting Strategies, Key Person Insurance, Networking, Retirement, Small Business, Veterans, Personal Finance
Education
University of Colorado at Colorado Springs 2002 — 2004
Bachelor of Arts (B.A.), Economics
New Mexico Military Institute 2000 — 2002
Associate of Arts (AA)
Naperville Central High School 1997 — 2000
HS Diploma
US Army August 2015 - Present
New York Life Insurance Company October 2014 - July 2015
US Army July 2012 - June 2014
US Army January 2011 - March 2012
US Army January 2009 - June 2010
US Army February 2007 - December 2007
US Army February 2006 - February 2007
Skills
Life Insurance, Term Life Insurance, Retirement Planning, Permanent Life Insurance, Licensed in Long Term..., Army, Leadership, Command, Force Protection, Combat, Military Operations, Military Experience, Operational Planning, Top Secret, Counterinsurgency, Security Clearance, Team Building, Customer Service, Military, Training, National Security, Microsoft Office, Tactics, DoD, Intelligence Analysis, Defense, Leadership Development, Weapons, Counterterrorism, Intelligence, Information Assurance, Interagency Coordination, Account Management, Sales, Communication, Business Networking, Customer Satisfaction, Customer Relations, Buy-sell Agreements, Asset Protection, Gifting Strategies, Key Person Insurance, Networking, Retirement, Small Business, Veterans, Personal Finance
Education
University of Colorado at Colorado Springs 2002 — 2004
Bachelor of Arts (B.A.), Economics
New Mexico Military Institute 2000 — 2002
Associate of Arts (AA)
Naperville Central High School 1997 — 2000
HS Diploma
Chris Crumpacker, CLF® CASL® ChFC® CLU® LUTCF Chris Crumpacker, CLF® CASL® ChFC® CLU® LUTCF's New York Life Insurance Company Experience January 2013 - Present
Job SENIOR DEVELOPMENT MANAGER
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
NYLIFE Securities LLC July 2009 - January 2013
HSBC December 2008 - April 2009
HSBC January 2008 - November 2008
HSBC July 2007 - December 2007
HSBC January 2004 - June 2007
Household International November 2002 - December 2003
Household International November 1996 - October 2002
Beneficial Financial Group June 1995 - October 1996
Skills
Insurance, Sales Management, Strategy, Portfolio Management, Business Development, Management, Business Planning, Performance Management, Financial Services, Loans, Training, Credit, Mortgage Lending, Strategic Planning, Banking, Selling, Customer Service, Marketing, Talent Management, Underwriting, Team Building, Coaching, Agent Coaching, Agent Development, Agent Retention, Career Development, Cross-functional Team..., Employee Training, Instructor-led Training, Job Coaching, Leading People, Operations Management, Organizational..., Performance Consulting, Sales Force Development, Staff Training, Training Facilitation, 401k Rollovers, Education Funding..., Employee Benefits, Income Protection, Legacy Planning, Life Insurance, Lifetime Income..., Personal Finance, Retirement Income..., Risk Management, Wealth Preservation..., Estate Planning, Succession Planning
Education
University of Florida 1990 — 1994
Bachelor of Arts with Honors, Political Science, Mathematics
New York Life Insurance Company January 2013 - Present
NYLIFE Securities LLC July 2009 - January 2013
HSBC December 2008 - April 2009
HSBC January 2008 - November 2008
HSBC July 2007 - December 2007
HSBC January 2004 - June 2007
Household International November 2002 - December 2003
Household International November 1996 - October 2002
Beneficial Financial Group June 1995 - October 1996
Skills
Insurance, Sales Management, Strategy, Portfolio Management, Business Development, Management, Business Planning, Performance Management, Financial Services, Loans, Training, Credit, Mortgage Lending, Strategic Planning, Banking, Selling, Customer Service, Marketing, Talent Management, Underwriting, Team Building, Coaching, Agent Coaching, Agent Development, Agent Retention, Career Development, Cross-functional Team..., Employee Training, Instructor-led Training, Job Coaching, Leading People, Operations Management, Organizational..., Performance Consulting, Sales Force Development, Staff Training, Training Facilitation, 401k Rollovers, Education Funding..., Employee Benefits, Income Protection, Legacy Planning, Life Insurance, Lifetime Income..., Personal Finance, Retirement Income..., Risk Management, Wealth Preservation..., Estate Planning, Succession Planning
Education
University of Florida 1990 — 1994
Bachelor of Arts with Honors, Political Science, Mathematics
Brendan Kwiatkowski's New York Life Insurance Company Experience June 2011 - December 2011
Job Account Manager
Industry Information Technology and Services
Experience
CDW April 2012 - Present
Lewis School of Driving July 2010 - Present
New York Life Insurance Company June 2011 - December 2011
New Canaan High School July 2009 - January 2010
Skills
Financial Planning, Certified Information..., Account Management, Marketing, Strategic Financial..., Financial Services, Microsoft Excel, New Business Development, Sales, Event Planning, Direct Marketing, Leadership, Advertising, Customer Service, Sales Process, Social Networking, Cold Calling, Direct Sales, Salesforce.com, PowerPoint, Business Development
Education
The University of Connecticut 2005 — 2008
Bachelor of Arts (B.A.), History & Political Science
New Canaan High School
CDW April 2012 - Present
Lewis School of Driving July 2010 - Present
New York Life Insurance Company June 2011 - December 2011
New Canaan High School July 2009 - January 2010
Skills
Financial Planning, Certified Information..., Account Management, Marketing, Strategic Financial..., Financial Services, Microsoft Excel, New Business Development, Sales, Event Planning, Direct Marketing, Leadership, Advertising, Customer Service, Sales Process, Social Networking, Cold Calling, Direct Sales, Salesforce.com, PowerPoint, Business Development
Education
The University of Connecticut 2005 — 2008
Bachelor of Arts (B.A.), History & Political Science
New Canaan High School
Daniel Spinosa Daniel Spinosa's New York Life Insurance Company Experience August 2011 - December 2014
Job Capital One Investing
Industry Financial Services
Experience
Swarthmore Financial Services January 2015 - July 2015
New York Life Insurance Company August 2011 - December 2014
University of Delaware August 2008 - July 2011
University of Delaware August 2003 - May 2008
Skills
Life insurance planning, Estate Planning, Higher Education, Teaching Skills, Retirement Planning, Team Leadership, College fund planning, Life Insurance, Teaching, Fixed Annuities, Employee Benefits, Customer Service, Mutual Funds, Budgets, Securities, Strategic Financial..., Retirement, Finance, Insurance, Financial Planning, Microsoft Office, Public Speaking
Education
University of Delaware 2008 — 2011
Master of Arts (M.A.), Geography
University of Delaware 2003 — 2008
Bachelor of Arts (B.A.), History
Swarthmore Financial Services January 2015 - July 2015
New York Life Insurance Company August 2011 - December 2014
University of Delaware August 2008 - July 2011
University of Delaware August 2003 - May 2008
Skills
Life insurance planning, Estate Planning, Higher Education, Teaching Skills, Retirement Planning, Team Leadership, College fund planning, Life Insurance, Teaching, Fixed Annuities, Employee Benefits, Customer Service, Mutual Funds, Budgets, Securities, Strategic Financial..., Retirement, Finance, Insurance, Financial Planning, Microsoft Office, Public Speaking
Education
University of Delaware 2008 — 2011
Master of Arts (M.A.), Geography
University of Delaware 2003 — 2008
Bachelor of Arts (B.A.), History
Stephen Nunnally Stephen Nunnally's New York Life Insurance Company Experience 2009 - 2012
Job Commercial Underwriter at Chubb Insurance
Industry Insurance
Experience
Chubb Insurance May 2013 - Present
New York Life Insurance Company 2009 - 2012
Pitney Bowes May 2009 - September 2009
Pitney Bowes May 2008 - September 2008
Skills
Analysis, Customer Service, Research, Microsoft Office, Insurance, Microsoft Excel, Leadership, Social Media, Public Speaking, Financial Analysis, Property & Casualty..., Data Analysis, PowerPoint
Education
The University of Connecticut 2007 — 2012
Bachelor's degree, Economics
Chubb Insurance May 2013 - Present
New York Life Insurance Company 2009 - 2012
Pitney Bowes May 2009 - September 2009
Pitney Bowes May 2008 - September 2008
Skills
Analysis, Customer Service, Research, Microsoft Office, Insurance, Microsoft Excel, Leadership, Social Media, Public Speaking, Financial Analysis, Property & Casualty..., Data Analysis, PowerPoint
Education
The University of Connecticut 2007 — 2012
Bachelor's degree, Economics
Jane Conti Jane Conti's New York Life Insurance Company Experience September 2003 - Present
Job VP, Target Markets and Target Recruiting at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2003 - Present
New York Life Insurance Company March 2003 - Present
New York Life Insurance Company March 2000 - March 2003
New York Life Insurance Company March 1998 - March 2000
Northwestern Mutual May 1992 - March 1998
Skills
Life Insurance, Investments, Sales, Sales Management, Event Planning, Market Planning, Strategic Planning, Project Planning, Teaching, Coaching
Education
The University of Connecticut 1988 — 1992
BA, Political Science
New York Life Insurance Company September 2003 - Present
New York Life Insurance Company March 2003 - Present
New York Life Insurance Company March 2000 - March 2003
New York Life Insurance Company March 1998 - March 2000
Northwestern Mutual May 1992 - March 1998
Skills
Life Insurance, Investments, Sales, Sales Management, Event Planning, Market Planning, Strategic Planning, Project Planning, Teaching, Coaching
Education
The University of Connecticut 1988 — 1992
BA, Political Science
Lawrence Coleman's New York Life Insurance Company Experience 2013 - Present
Job Retirement Planning, Rollovers, Annuities, LongTerm Care Insurance, Mutual Funds, Life Insurance and RMD Strategies!
Industry Financial Services
Experience
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company 2013 - Present
Good Feet (Healthy Feet, Inc.) November 2002 - January 2013
The VOD Group May 2001 - February 2003
Demand Video Corp. May 2000 - May 2001
Independent Consultant May 1998 - July 2000
Prospect Network February 1997 - May 1998
Tele-TV Media October 1995 - February 1997
Bell Atlantic Video Services April 1993 - October 1995
EON, (Formerly: TV Answer), April 1990 - April 1993
Education
University of Dayton 1969 — 1972
Bachelor of Science (BS), Secondary Education and Teaching
St. John University, New York, NY
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company 2013 - Present
Good Feet (Healthy Feet, Inc.) November 2002 - January 2013
The VOD Group May 2001 - February 2003
Demand Video Corp. May 2000 - May 2001
Independent Consultant May 1998 - July 2000
Prospect Network February 1997 - May 1998
Tele-TV Media October 1995 - February 1997
Bell Atlantic Video Services April 1993 - October 1995
EON, (Formerly: TV Answer), April 1990 - April 1993
Education
University of Dayton 1969 — 1972
Bachelor of Science (BS), Secondary Education and Teaching
St. John University, New York, NY
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Samuel DeLuca Samuel DeLuca's New York Life Insurance Company Experience May 2014 - August 2014
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
New York Life Insurance Company May 2014 - August 2014
H & L Electric May 2013 - August 2013
Skills
Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Customer Service, Public Speaking, Research, Social Media, Accounting, Access, Creativity, Management
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (BS), Finance and Management, GPA 3.5
Florence University of the Arts 2013 — 2013
International Business
Chaminade High School 2007 — 2011
J.P. Morgan June 2015 - Present
New York Life Insurance Company May 2014 - August 2014
H & L Electric May 2013 - August 2013
Skills
Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Customer Service, Public Speaking, Research, Social Media, Accounting, Access, Creativity, Management
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (BS), Finance and Management, GPA 3.5
Florence University of the Arts 2013 — 2013
International Business
Chaminade High School 2007 — 2011
Jeff Welch Jeff Welch's New York Life Insurance Company Experience January 2010 - March 2011
Job Office Manager at Toy Motorsports
Industry Automotive
Experience
Toy Motorsports March 2012 - Present
New York Life Insurance Company January 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Automotive Aftermarket, Auto Detailing, Car Audio, Small Business
Education
University of Connecticut 2006 — 2009
Worcester Academy
Toy Motorsports March 2012 - Present
New York Life Insurance Company January 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Automotive Aftermarket, Auto Detailing, Car Audio, Small Business
Education
University of Connecticut 2006 — 2009
Worcester Academy
Laura Kelleher Laura Kelleher's New York Life Insurance Company Experience 2012 - 2014
Job Teacher at Cooking's Cool
Industry Education Management
Experience
Cooking's Cool February 2013 - Present
KMCAPO June 2013 - Present
New York Life Insurance Company 2012 - 2014
KMCAPO 2011 - 2013
Greenwood Elementary School PTO September 2007 - June 2011
Girls Take Charge January 2010 - August 2010
Ursuline Academy January 1999 - January 2001
New Garden Elementary School January 1998 - January 1999
Indian Lane Elementary School March 1998 - June 1998
First USA Bank January 1996 - January 1997
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Training, Credit, Public Speaking, Event Planning, Volunteer Management, Social Media, Fundraising, Strategic Planning, Event Management, Non-profits, Community Outreach, Leadership Development, Marketing, Leadership
Education
Wilmington University 1997 — 1998
M.Ed, Elementary Education
West Chester University of Pennsylvania 1991 — 1995
BA, Communication
University of Delaware 1990 — 1993
Cooking's Cool February 2013 - Present
KMCAPO June 2013 - Present
New York Life Insurance Company 2012 - 2014
KMCAPO 2011 - 2013
Greenwood Elementary School PTO September 2007 - June 2011
Girls Take Charge January 2010 - August 2010
Ursuline Academy January 1999 - January 2001
New Garden Elementary School January 1998 - January 1999
Indian Lane Elementary School March 1998 - June 1998
First USA Bank January 1996 - January 1997
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Training, Credit, Public Speaking, Event Planning, Volunteer Management, Social Media, Fundraising, Strategic Planning, Event Management, Non-profits, Community Outreach, Leadership Development, Marketing, Leadership
Education
Wilmington University 1997 — 1998
M.Ed, Elementary Education
West Chester University of Pennsylvania 1991 — 1995
BA, Communication
University of Delaware 1990 — 1993
Stephanie Wexler Stephanie Wexler's New York Life Insurance Company Experience June 2010 - July 2013
Job Product Developer at FactSet
Industry Financial Services
Experience
FactSet September 2014 - Present
Battea Class Action Services August 2013 - July 2014
New York Life Insurance Company June 2010 - July 2013
The McIntyre Group January 2010 - June 2010
Acacia Innovation June 2008 - June 2010
Merrill Lynch May 2007 - August 2007
Skills
Access, Microsoft Excel, Insurance, Outlook, Marketing, PowerPoint, Facebook, Databases, Microsoft Office, Visio, Lotus Notes, Advertising, Event Planning, Financial Services, SharePoint, VBA, Windows, Adobe Acrobat, Social Networking, Microsoft Word, Data Entry, SQL, 409A, ACT!, Salesforce.com, Adobe Creative Suite, AML, BlackRock, Compliance, Dreamweaver, Employee Benefits, ERISA, Event Management, Fixed income, LinkedIn, Marketing Strategy, Mac OS X, Morningstar, MS Excel Pivot Tables, Oracle AR, Organizational..., Photo Editing, Photography, Photoshop, Public Speaking, SAP HR, Satuit, SOX, Teamwork, Variable Products
Education
The University of Connecticut 2006 — 2009
BSBA, Business & Technology, Marketing, Advertising
FactSet September 2014 - Present
Battea Class Action Services August 2013 - July 2014
New York Life Insurance Company June 2010 - July 2013
The McIntyre Group January 2010 - June 2010
Acacia Innovation June 2008 - June 2010
Merrill Lynch May 2007 - August 2007
Skills
Access, Microsoft Excel, Insurance, Outlook, Marketing, PowerPoint, Facebook, Databases, Microsoft Office, Visio, Lotus Notes, Advertising, Event Planning, Financial Services, SharePoint, VBA, Windows, Adobe Acrobat, Social Networking, Microsoft Word, Data Entry, SQL, 409A, ACT!, Salesforce.com, Adobe Creative Suite, AML, BlackRock, Compliance, Dreamweaver, Employee Benefits, ERISA, Event Management, Fixed income, LinkedIn, Marketing Strategy, Mac OS X, Morningstar, MS Excel Pivot Tables, Oracle AR, Organizational..., Photo Editing, Photography, Photoshop, Public Speaking, SAP HR, Satuit, SOX, Teamwork, Variable Products
Education
The University of Connecticut 2006 — 2009
BSBA, Business & Technology, Marketing, Advertising
Sabrina Boska's New York Life Insurance Company Experience May 2002 - November 2007
Job Administrative Officer
Industry Government Administration
Experience
Department of Veterans Affairs September 2010 - Present
Department of Veterans Affairs, Louis Stokes Cleveland VAMC June 2009 - September 2010
Department of Veterans Affairs, Louis Stokes Cleveland VAMC December 2007 - July 2009
New York Life Insurance Company May 2002 - November 2007
Skills
Healthcare, Data Analysis, Management, Training, Healthcare Management, Policy, Outlook, Government, Customer Service, Microsoft Office, Community Outreach, Research, Public Speaking, Leadership, Organizational..., Leadership Development, System Administration, Team Building, Strategic Planning, Employee Relations, Coaching, PowerPoint, Microsoft Word
Education
Cleveland State University 2004 — 2007
MBA, Healthcare Administration
University of Evansville 1998 — 2001
Bachelor of Science (BS), Industrial and Organizational Psychology
Department of Veterans Affairs September 2010 - Present
Department of Veterans Affairs, Louis Stokes Cleveland VAMC June 2009 - September 2010
Department of Veterans Affairs, Louis Stokes Cleveland VAMC December 2007 - July 2009
New York Life Insurance Company May 2002 - November 2007
Skills
Healthcare, Data Analysis, Management, Training, Healthcare Management, Policy, Outlook, Government, Customer Service, Microsoft Office, Community Outreach, Research, Public Speaking, Leadership, Organizational..., Leadership Development, System Administration, Team Building, Strategic Planning, Employee Relations, Coaching, PowerPoint, Microsoft Word
Education
Cleveland State University 2004 — 2007
MBA, Healthcare Administration
University of Evansville 1998 — 2001
Bachelor of Science (BS), Industrial and Organizational Psychology
Matt Schumach Matt Schumach's New York Life Insurance Company Experience April 2011 - Present
Job Case Analyst at New York Life Insurance Company
Industry Legal Services
Experience
New York Life Insurance Company April 2011 - Present
Prudential Financial September 2010 - March 2011
Yamin & Yamin Law Firm June 2009 - August 2009
State of Connecticut Troop G June 2008 - August 2008
Education
University of Delaware 2006 — 2010
University of Delaware
Bachelor of Arts, Criminal Justice
New York Life Insurance Company April 2011 - Present
Prudential Financial September 2010 - March 2011
Yamin & Yamin Law Firm June 2009 - August 2009
State of Connecticut Troop G June 2008 - August 2008
Education
University of Delaware 2006 — 2010
University of Delaware
Bachelor of Arts, Criminal Justice
Phillip Thaxton's New York Life Insurance Company Experience March 2013 - September 2013
Job Technical Recruiter at The Judge Group
Industry Staffing and Recruiting
Experience
The Judge Group AssociateHireStrategyDecember 2014 - August 2015
Yoh, A Day & Zimmermann Company November 2013 - November 2014
New York Life Insurance Company March 2013 - September 2013
Aetna 2011 - 2012
Skills
Customer Service, Sales, Marketing, Leadership, Microsoft Excel, Account Management, Time Management, Microsoft Word, PowerPoint, Project Management, Recruiting, Interviews, Program Management, Training, Talent Management
Education
University of Delaware 2007 — 2011
Bachelor of Science (BS), Sport Management
The Judge Group AssociateHireStrategyDecember 2014 - August 2015
Yoh, A Day & Zimmermann Company November 2013 - November 2014
New York Life Insurance Company March 2013 - September 2013
Aetna 2011 - 2012
Skills
Customer Service, Sales, Marketing, Leadership, Microsoft Excel, Account Management, Time Management, Microsoft Word, PowerPoint, Project Management, Recruiting, Interviews, Program Management, Training, Talent Management
Education
University of Delaware 2007 — 2011
Bachelor of Science (BS), Sport Management
Cassie Melvin Cassie Melvin's New York Life Insurance Company Experience 2013 - Present
Job CVP at New York Life
Industry Financial Services
William Blanchard William Blanchard's New York Life Insurance Company Experience May 2014 - Present
Job Actuarial Assistant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
W.A.T.E.R. Works Laboratory March 2012 - May 2014
Florida Department of Transportation November 2010 - November 2011
Skills
Microsoft Excel, Valuation Modeling, SQL, arcval, GGY Axis, Matlab, Databases, Microsoft Word, XRF, Environmental Awareness, Analysis, LaTeX, Education, Inductively Coupled..., Atomic Absorption, Ion Chromatography, Troubleshooting, Quality Assurance, Fixed Annuities, Life Insurance, Term Life Insurance, Permanent Life Insurance, SharePoint, Microsoft Office, Project Management, Public Speaking, Social Media, Customer Service, Research, Data Analysis
Education
University of Florida 2007 — 2010
Bachelor of Science (BS), Mathematics
University of Florida 2007 — 2010
Bachelor of Science (BS), Chemistry
New York Life Insurance Company May 2014 - Present
W.A.T.E.R. Works Laboratory March 2012 - May 2014
Florida Department of Transportation November 2010 - November 2011
Skills
Microsoft Excel, Valuation Modeling, SQL, arcval, GGY Axis, Matlab, Databases, Microsoft Word, XRF, Environmental Awareness, Analysis, LaTeX, Education, Inductively Coupled..., Atomic Absorption, Ion Chromatography, Troubleshooting, Quality Assurance, Fixed Annuities, Life Insurance, Term Life Insurance, Permanent Life Insurance, SharePoint, Microsoft Office, Project Management, Public Speaking, Social Media, Customer Service, Research, Data Analysis
Education
University of Florida 2007 — 2010
Bachelor of Science (BS), Mathematics
University of Florida 2007 — 2010
Bachelor of Science (BS), Chemistry
Walter E Wisniowski Walter E Wisniowski's New York Life Insurance Company Experience July 2003 - Present
Job Corporate Vice President Zone Training Officer at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2003 - Present
New York Life Insurance Company November 1982 - June 2003
Skills
Business Development, Coaching, Communication, Curriculum Development, Event Marketing Strategy, Financial Services, Instructor-led Training, Virtual Instructor-led..., Development & delivery..., Life Insurance, Job Coaching, Lead Generation, Leadership, Marketing, New Business Development, Performance Consulting, Public Speaking, Sales Process, Sales Rep Training, Seminar Marketing, Small Business, Social Media Marketing, Team Building, Team Leadership, Time Management, Training, Workshop Facilitation, CLU, ChFC, CASL, CLF, LUTCF, CLTC, 401(k) Rollovers, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Retirement Planning, Succession Planning
Education
University of Connecticut 1973 — 1977
Bachelor of Science (BS), Finance, General
Orville H Platt High School 1969 — 1973
New York Life Insurance Company July 2003 - Present
New York Life Insurance Company November 1982 - June 2003
Skills
Business Development, Coaching, Communication, Curriculum Development, Event Marketing Strategy, Financial Services, Instructor-led Training, Virtual Instructor-led..., Development & delivery..., Life Insurance, Job Coaching, Lead Generation, Leadership, Marketing, New Business Development, Performance Consulting, Public Speaking, Sales Process, Sales Rep Training, Seminar Marketing, Small Business, Social Media Marketing, Team Building, Team Leadership, Time Management, Training, Workshop Facilitation, CLU, ChFC, CASL, CLF, LUTCF, CLTC, 401(k) Rollovers, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Retirement Planning, Succession Planning
Education
University of Connecticut 1973 — 1977
Bachelor of Science (BS), Finance, General
Orville H Platt High School 1969 — 1973
Ria Punzalan's New York Life Insurance Company Experience June 2015 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
University of Connecticut September 2011 - Present
YogoJoy April 2011 - August 2012
Beth El Synagogue Center July 2010 - August 2010
Skills
Time Management, Communication, Social Media Marketing, Event Coordination, Leadership, Charitable Giving, Wealth Preservation..., Employee Benefits, Personal Finance, Life Insurance
Education
The University of Connecticut 2011 — 2015
Bachelor’s Degree, Psychology
New Rochelle High School 2007 — 2011
New York Life Insurance Company June 2015 - Present
University of Connecticut September 2011 - Present
YogoJoy April 2011 - August 2012
Beth El Synagogue Center July 2010 - August 2010
Skills
Time Management, Communication, Social Media Marketing, Event Coordination, Leadership, Charitable Giving, Wealth Preservation..., Employee Benefits, Personal Finance, Life Insurance
Education
The University of Connecticut 2011 — 2015
Bachelor’s Degree, Psychology
New Rochelle High School 2007 — 2011
Lindsey Knoedel's New York Life Insurance Company Experience January 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
Lee & Associates - Los Angeles West, Inc. April 2014 - September 2014
MKTG INC July 2012 - March 2014
ICS Clothing May 2013 - January 2014
MKTG INC January 2013 - February 2013
Lotus Concepts Denver June 2012 - November 2012
TOMS August 2009 - August 2012
Skills
Marketing Strategy, International Marketing, Marketing Event Planning, Event Management, Event Planning, Marketing, Selling Skills, Cross Selling, International Project..., Marketing Communications, Social Skills, Social Marketing, Presentations, Consumer Marketing, Segmentation, Target Segmentation, Product Segmentation, Customer Segmentation..., Project Management, Corporate Social..., Alcoholic Beverages, Responsible Service of..., Whisky, Social Entrepreneurship, Direct Marketing, Product Placement, Plan Production, International Market..., German, Business Strategy, Microsoft Office, Customer Service, Public Relations, Sales, Social Media, Social Networking, Leadership, Management
Education
University of Denver 2009 — 2014
BSBA Marketing, Marketing
Humboldt Universität zu Berlin 2011 — 2012
Bachelor of Arts (BA), Germanistik (German language studies)
Solon
New York Life Insurance Company January 2015 - Present
Lee & Associates - Los Angeles West, Inc. April 2014 - September 2014
MKTG INC July 2012 - March 2014
ICS Clothing May 2013 - January 2014
MKTG INC January 2013 - February 2013
Lotus Concepts Denver June 2012 - November 2012
TOMS August 2009 - August 2012
Skills
Marketing Strategy, International Marketing, Marketing Event Planning, Event Management, Event Planning, Marketing, Selling Skills, Cross Selling, International Project..., Marketing Communications, Social Skills, Social Marketing, Presentations, Consumer Marketing, Segmentation, Target Segmentation, Product Segmentation, Customer Segmentation..., Project Management, Corporate Social..., Alcoholic Beverages, Responsible Service of..., Whisky, Social Entrepreneurship, Direct Marketing, Product Placement, Plan Production, International Market..., German, Business Strategy, Microsoft Office, Customer Service, Public Relations, Sales, Social Media, Social Networking, Leadership, Management
Education
University of Denver 2009 — 2014
BSBA Marketing, Marketing
Humboldt Universität zu Berlin 2011 — 2012
Bachelor of Arts (BA), Germanistik (German language studies)
Solon
Jillian Harig's New York Life Insurance Company Experience February 2011 — June 2011
Job Experienced Manager, Brander and Coordinator... and having amazing tits
Industry Banking
Experience
PNC August 2012 — March 2015
PNC August 2011 — August 2012
New York Life Insurance Company February 2011 — June 2011
Delaware Today February 2010 — May 2010
A Broader View January 2010 — February 2010
Skills
Banking, Marketing, Customer Service, Credit, Social Media, Event Planning, Sales, Recruiting, Relationship Management, Corporate Branding, Brand Loyalty, Interviews, Consumer Lending
Education
University of Delaware 2006 — 2010
Bachelor of Arts, Communication
PNC August 2012 — March 2015
PNC August 2011 — August 2012
New York Life Insurance Company February 2011 — June 2011
Delaware Today February 2010 — May 2010
A Broader View January 2010 — February 2010
Skills
Banking, Marketing, Customer Service, Credit, Social Media, Event Planning, Sales, Recruiting, Relationship Management, Corporate Branding, Brand Loyalty, Interviews, Consumer Lending
Education
University of Delaware 2006 — 2010
Bachelor of Arts, Communication
Stephanie Johns-Chin's New York Life Insurance Company Experience November 2006 - June 2010
Job President, Marketing and Product Development at Johns Consulting
Industry Financial Services
Experience
Johns Consulting April 2013 - Present
Chubb & Son June 2010 - March 2013
New York Life Insurance Company November 2006 - June 2010
Consultant December 2003 - October 2006
Citigroup January 2002 - December 2003
Federated Department Stores October 1999 - January 2003
Prudential Insurance Company December 1986 - October 1999
Community Corrections Council 1987 - 1999
Skills
Employee Benefits, Cross Selling, Insurance, Financial Services, Underwriting, Investments, Strategy, Business Planning, Direct Marketing, Marketing Strategy, Business Development, Marketing, Leadership, Multi-channel Marketing, Strategic Planning, Management, Sales, Program Management, New Business Development, Product Development, Product Marketing, Vendor Management, CRM, P&L Management, Negotiation, Market Planning, Contract Negotiation, Account Management, Competitive Analysis, Market Research, Pricing, Team Building
Education
The College of Saint Elizabeth 2013 — 2016
Master's Degree
University of Delaware 1981 — 1985
BA
Morristown HS 1980 — 1981
Johns Consulting April 2013 - Present
Chubb & Son June 2010 - March 2013
New York Life Insurance Company November 2006 - June 2010
Consultant December 2003 - October 2006
Citigroup January 2002 - December 2003
Federated Department Stores October 1999 - January 2003
Prudential Insurance Company December 1986 - October 1999
Community Corrections Council 1987 - 1999
Skills
Employee Benefits, Cross Selling, Insurance, Financial Services, Underwriting, Investments, Strategy, Business Planning, Direct Marketing, Marketing Strategy, Business Development, Marketing, Leadership, Multi-channel Marketing, Strategic Planning, Management, Sales, Program Management, New Business Development, Product Development, Product Marketing, Vendor Management, CRM, P&L Management, Negotiation, Market Planning, Contract Negotiation, Account Management, Competitive Analysis, Market Research, Pricing, Team Building
Education
The College of Saint Elizabeth 2013 — 2016
Master's Degree
University of Delaware 1981 — 1985
BA
Morristown HS 1980 — 1981
Danny Baute's New York Life Insurance Company Experience April 2013 - February 2014
Job Director of Operations at Kabbage
Industry Information Technology and Services
Experience
Kabbage, Inc February 2014 - Present
New York Life Insurance Company April 2013 - February 2014
Cbeyond October 2011 - April 2013
Cbeyond Communications 2003 - April 2013
Cbeyond March 2007 - October 2011
Skills
Board of Director..., Cloud Computing, Telecommunications, VoIP, Vendor Management, Managed Services, Board of Directors, IT Operations, Call Centers, Active Directory, Business Process..., Cisco Technologies, IT Service Management, ITIL, IT Management, Integration, Troubleshooting, Networking, IT Strategy, VPN, Team Leadership, Visio, Disaster Recovery, Data Center, Wireless, Solution Selling, Enterprise Software, DNS, Network Architecture, Network Design, Leadership, MPLS, Telephony, IP, Process Improvement, Unified Communications, Switches, Servers, Virtualization, Network Security, SaaS, TCP/IP, VMware, LAN-WAN, System Deployment, Security, Firewalls, Network Engineering, WAN, Computer Network...
Education
University of Florida 1999 — 2003
Kabbage, Inc February 2014 - Present
New York Life Insurance Company April 2013 - February 2014
Cbeyond October 2011 - April 2013
Cbeyond Communications 2003 - April 2013
Cbeyond March 2007 - October 2011
Skills
Board of Director..., Cloud Computing, Telecommunications, VoIP, Vendor Management, Managed Services, Board of Directors, IT Operations, Call Centers, Active Directory, Business Process..., Cisco Technologies, IT Service Management, ITIL, IT Management, Integration, Troubleshooting, Networking, IT Strategy, VPN, Team Leadership, Visio, Disaster Recovery, Data Center, Wireless, Solution Selling, Enterprise Software, DNS, Network Architecture, Network Design, Leadership, MPLS, Telephony, IP, Process Improvement, Unified Communications, Switches, Servers, Virtualization, Network Security, SaaS, TCP/IP, VMware, LAN-WAN, System Deployment, Security, Firewalls, Network Engineering, WAN, Computer Network...
Education
University of Florida 1999 — 2003
Tom Dennis's New York Life Insurance Company Experience March 2014 - April 2014
Job Director, DC Implementation at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services April 2014 - Present
New York Life Insurance Company March 2014 - April 2014
LIMRA February 2013 - March 2014
USI Consulting Group August 2010 - June 2011
Fidelity Investments February 2007 - February 2009
Fidelity Investments January 2006 - February 2007
Fidelity Investments 2003 - 2006
Skills
Defined Contribution, Cross-functional Team..., Financial Services, Retirement, Change Management, Vendor Management, Project Management, Management, Retirement Planning, Talent Management, Performance Management, Human Resources, Mutual Funds, Series 63, Series 7, FINRA
Education
University of Hartford 1994 — 2000
MBA, Finance
University of Connecticut 1987 — 1990
BA, Economics
John Hancock Financial Services April 2014 - Present
New York Life Insurance Company March 2014 - April 2014
LIMRA February 2013 - March 2014
USI Consulting Group August 2010 - June 2011
Fidelity Investments February 2007 - February 2009
Fidelity Investments January 2006 - February 2007
Fidelity Investments 2003 - 2006
Skills
Defined Contribution, Cross-functional Team..., Financial Services, Retirement, Change Management, Vendor Management, Project Management, Management, Retirement Planning, Talent Management, Performance Management, Human Resources, Mutual Funds, Series 63, Series 7, FINRA
Education
University of Hartford 1994 — 2000
MBA, Finance
University of Connecticut 1987 — 1990
BA, Economics
Nisha Miranda's New York Life Insurance Company Experience January 2008 - January 2009
Job Sales Associate at Dillard's Inc.
Industry Information Technology and Services
Experience
Dillard's Inc. September 2014 - Present
Arapahoe Douglas Works! Volunteer April 2013 - June 2015
Banking January 2009 - May 2011
New York Life Insurance Company January 2008 - January 2009
Bank January 2006 - June 2007
Dillard's September 1998 - January 2006
LIC January 1990 - January 1994
Unit Trust of India January 1990 - January 1994
Skills
Program Management, Cross-functional Team..., Human Resources, Team Building, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Insurance, Auditing, Research, Corporate Finance, Retail Banking, Oracle PL/SQL, Database Programming, Data Warehouse Design, Object-Oriented Database, Distributed..., Enterprise Architecture, Java, Unix Shell Scripting, Programming, Customer Support, Data Warehouse..., Computer Science, Databases, Reception Areas, PL/SQL, Customer Service
Education
University of Denver 2001 — 2003
Computer Information System
The M. S.University, India
Master's of Commerce, Business/Managerial Economics Banking & Business Finance
University Experimental School
High School Diploma, Accounting And Finance
Dillard's Inc. September 2014 - Present
Arapahoe Douglas Works! Volunteer April 2013 - June 2015
Banking January 2009 - May 2011
New York Life Insurance Company January 2008 - January 2009
Bank January 2006 - June 2007
Dillard's September 1998 - January 2006
LIC January 1990 - January 1994
Unit Trust of India January 1990 - January 1994
Skills
Program Management, Cross-functional Team..., Human Resources, Team Building, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Insurance, Auditing, Research, Corporate Finance, Retail Banking, Oracle PL/SQL, Database Programming, Data Warehouse Design, Object-Oriented Database, Distributed..., Enterprise Architecture, Java, Unix Shell Scripting, Programming, Customer Support, Data Warehouse..., Computer Science, Databases, Reception Areas, PL/SQL, Customer Service
Education
University of Denver 2001 — 2003
Computer Information System
The M. S.University, India
Master's of Commerce, Business/Managerial Economics Banking & Business Finance
University Experimental School
High School Diploma, Accounting And Finance
Rubyna Murray's New York Life Insurance Company Experience June 2004 - August 2004
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase September 2011 - Present
Ernst & Young LLP July 2005 - August 2011
W.L. Gore & Associates July 2004 - August 2004
New York Life Insurance Company June 2004 - August 2004
Skills
Auditing, Project Management, Information Technology, IT Audit, Internal Audit, External Audit, Management Consulting, Training Delivery, Third Party Reporting, Internal Controls, IT Controls, Controls Development, Risk Assessment, Sarbanes-Oxley Act, Governance, Sarbanes-Oxley, Enterprise Risk..., CISA, Financial Services, Risk Management, Management
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Honors Bachelor of Science, Business Administration (Marketing and Management)
JPMorgan Chase September 2011 - Present
Ernst & Young LLP July 2005 - August 2011
W.L. Gore & Associates July 2004 - August 2004
New York Life Insurance Company June 2004 - August 2004
Skills
Auditing, Project Management, Information Technology, IT Audit, Internal Audit, External Audit, Management Consulting, Training Delivery, Third Party Reporting, Internal Controls, IT Controls, Controls Development, Risk Assessment, Sarbanes-Oxley Act, Governance, Sarbanes-Oxley, Enterprise Risk..., CISA, Financial Services, Risk Management, Management
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Honors Bachelor of Science, Business Administration (Marketing and Management)
Broderick Young, CFP, CLF, ChFC, CLU, CASL's New York Life Insurance Company Experience 2000 - Present
Job Director of Development at New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company 2000 - Present
Skills
Retirement Planning, Retirement, Long-term Care, Fixed Annuities
Education
University of Florida 1994 — 1998
BS, Finance & Insurance
University of Florida - Warrington College of Business Administration 1994 — 1998
Miami Jackson Sr High
New York Life Insurance Company 2000 - Present
Skills
Retirement Planning, Retirement, Long-term Care, Fixed Annuities
Education
University of Florida 1994 — 1998
BS, Finance & Insurance
University of Florida - Warrington College of Business Administration 1994 — 1998
Miami Jackson Sr High
Jill (Cantwell) Hughes's New York Life Insurance Company Experience January 2007 - January 2011
Job Digital Account Manager at Path Interactive
Industry Marketing and Advertising
Experience
Path Interactive February 2014 - Present
The Stashbox September 2012 - 2013
Benevolent Mercenaries January 2011 - October 2012
Urban Mercenaries January 2011 - October 2012
New York Women's Foundation August 2009 - September 2012
New York Life Insurance Company January 2007 - January 2011
Cowan Financial Group May 2005 - January 2007
Big Fish Promotions May 2004 - May 2005
Windham Community Memorial Hospital July 2003 - May 2004
Windham Community Memorial Hospital May 2003 - July 2003
Skills
Fundraising, Entrepreneurship, Sales, Marketing, Social Media, Strategic Planning, Business Planning, Project Management, Budgets, New Business Development, Account Management, Research, Microsoft Office, Team Leadership, Microsoft Excel, Online Advertising, Advertising, Leadership, Facebook, Integrated Marketing, Social Media Marketing, Negotiation
Education
University of Connecticut 2000 — 2004
Bachelors, Communications, Italian
Ashland High School 1996 — 2000
Path Interactive February 2014 - Present
The Stashbox September 2012 - 2013
Benevolent Mercenaries January 2011 - October 2012
Urban Mercenaries January 2011 - October 2012
New York Women's Foundation August 2009 - September 2012
New York Life Insurance Company January 2007 - January 2011
Cowan Financial Group May 2005 - January 2007
Big Fish Promotions May 2004 - May 2005
Windham Community Memorial Hospital July 2003 - May 2004
Windham Community Memorial Hospital May 2003 - July 2003
Skills
Fundraising, Entrepreneurship, Sales, Marketing, Social Media, Strategic Planning, Business Planning, Project Management, Budgets, New Business Development, Account Management, Research, Microsoft Office, Team Leadership, Microsoft Excel, Online Advertising, Advertising, Leadership, Facebook, Integrated Marketing, Social Media Marketing, Negotiation
Education
University of Connecticut 2000 — 2004
Bachelors, Communications, Italian
Ashland High School 1996 — 2000
Daniel Skibitcky's New York Life Insurance Company Experience July 2015 - Present
Job Corporate Vice President Business Analyst at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
Toyota Motor Sales May 2014 - August 2014
Jackson National Life September 2012 - August 2013
Swiss Re June 2003 - September 2012
Skills
Reinsurance, Insurance, Financial Modeling, Financial Analysis, Business Analysis, Financial Reporting, Process Improvement, Project Management, Accounting, Business Strategy, New Business Development, Strategic Planning, Leadership Development, Property & Casualty..., Financial Risk, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), High Distinction
The University of Connecticut 1999 — 2003
BS, Business, Finance
New Canaan High School
New York Life Insurance Company July 2015 - Present
Toyota Motor Sales May 2014 - August 2014
Jackson National Life September 2012 - August 2013
Swiss Re June 2003 - September 2012
Skills
Reinsurance, Insurance, Financial Modeling, Financial Analysis, Business Analysis, Financial Reporting, Process Improvement, Project Management, Accounting, Business Strategy, New Business Development, Strategic Planning, Leadership Development, Property & Casualty..., Financial Risk, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), High Distinction
The University of Connecticut 1999 — 2003
BS, Business, Finance
New Canaan High School
Evdemon James's New York Life Insurance Company Experience 1996 - 1999
Job Cost & Accounting Manager at Camsing Global LLC
Industry Accounting
Experience
Camsing Global 2008 - Present
CIRCOR International, Inc., Public, Industrial/Military Valves 2005 - 2008
Tech Data 1999 - 2003
New York Life Insurance Company 1996 - 1999
Chase Manhattan Mortgage 1988 - 1996
Skills
Accounting, Financial Reporting, Financial Analysis, Budgets, Microsoft Excel, Forecasting, Auditing, Strategic Planning, Mergers, Process Improvement, Internal Controls, General Ledger, Financial Modeling
Education
University of Tampa 1991 — 1996
Master of Business Administration (MBA)
University of Florida 1984 — 1986
Bachelor of Business Administration (BBA), Finance
Florida College 1982 — 1984
Associate of Arts (AA)
Camsing Global 2008 - Present
CIRCOR International, Inc., Public, Industrial/Military Valves 2005 - 2008
Tech Data 1999 - 2003
New York Life Insurance Company 1996 - 1999
Chase Manhattan Mortgage 1988 - 1996
Skills
Accounting, Financial Reporting, Financial Analysis, Budgets, Microsoft Excel, Forecasting, Auditing, Strategic Planning, Mergers, Process Improvement, Internal Controls, General Ledger, Financial Modeling
Education
University of Tampa 1991 — 1996
Master of Business Administration (MBA)
University of Florida 1984 — 1986
Bachelor of Business Administration (BBA), Finance
Florida College 1982 — 1984
Associate of Arts (AA)
Bernadette German's New York Life Insurance Company Experience June 2012 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2012 - Present
New York Life Insurance Company June 2009 - June 2012
New York Life March 2000 - June 2009
Skills
Life Insurance, Finance, Mutual Funds
Education
University of South Carolina - The Moore School of Business 2006 — 2008
Master, Business Administration
University of Florida 1987 — 1991
Bachelor, Arts
New York Life Insurance Company June 2012 - Present
New York Life Insurance Company June 2009 - June 2012
New York Life March 2000 - June 2009
Skills
Life Insurance, Finance, Mutual Funds
Education
University of South Carolina - The Moore School of Business 2006 — 2008
Master, Business Administration
University of Florida 1987 — 1991
Bachelor, Arts
Giovanni Zuluaga's New York Life Insurance Company Experience February 2010 - August 2010
Job Deputy Director of Legal Adminstration at Tully Rinckey PLLC
Industry Law Practice
Experience
Tully Rinckey PLLC December 2010 - Present
New York Life Insurance Company February 2010 - August 2010
Franco Ristaurante April 2008 - March 2010
Apple June 2005 - August 2007
Jive Records January 2006 - December 2006
Warner Bros. Records August 2004 - October 2004
106.9 WCCC September 2003 - April 2004
Skills
Marketing, Social Media Marketing, Social Media, Sales, Advertising, Customer Service, Marketing Strategy, Social Networking, Event Planning, Entrepreneurship, Outlook, Microsoft Office
Education
University of Connecticut 2003 — 2007
Bachelor of Arts, Music Business
Immaculate High School 1998 — 2002
HS Dipolma
Tully Rinckey PLLC December 2010 - Present
New York Life Insurance Company February 2010 - August 2010
Franco Ristaurante April 2008 - March 2010
Apple June 2005 - August 2007
Jive Records January 2006 - December 2006
Warner Bros. Records August 2004 - October 2004
106.9 WCCC September 2003 - April 2004
Skills
Marketing, Social Media Marketing, Social Media, Sales, Advertising, Customer Service, Marketing Strategy, Social Networking, Event Planning, Entrepreneurship, Outlook, Microsoft Office
Education
University of Connecticut 2003 — 2007
Bachelor of Arts, Music Business
Immaculate High School 1998 — 2002
HS Dipolma
Sam Julien's New York Life Insurance Company Experience December 2009 - May 2013
Job Web Developer (contractor through IT Motives) at Energy Trust of Oregon
Industry Computer Software
Experience
Energy Trust of Oregon May 2015 - Present
Genesis Financial Solutions November 2014 - May 2015
VanderHouwen & Associates November 2014 - February 2015
TradePMR May 2013 - November 2014
NYLIFE Securities, LLC April 2011 - May 2013
New York Life Insurance Company December 2009 - May 2013
Brashear, Marsh, Kurdziel, and McCarty, P.L. June 2008 - June 2009
RE/MAX Professionals, Inc. May 2007 - April 2008
Skills
C#, JavaScript, AngularJS, jQuery, ASP.NET, ASP.NET MVC, SQL, Retirement, Fixed Annuities, Insurance, Life Insurance, Customer Service, Public Speaking, Investments, Term Life Insurance, Disability Insurance, 401k Rollovers, Budgets, Protection..., Social Media, Risk Management, Estate Planning, Key Person Protection, Multi-generational..., Wealth Preservation...
Education
University of Florida 2004 — 2008
BA, Religion
Energy Trust of Oregon May 2015 - Present
Genesis Financial Solutions November 2014 - May 2015
VanderHouwen & Associates November 2014 - February 2015
TradePMR May 2013 - November 2014
NYLIFE Securities, LLC April 2011 - May 2013
New York Life Insurance Company December 2009 - May 2013
Brashear, Marsh, Kurdziel, and McCarty, P.L. June 2008 - June 2009
RE/MAX Professionals, Inc. May 2007 - April 2008
Skills
C#, JavaScript, AngularJS, jQuery, ASP.NET, ASP.NET MVC, SQL, Retirement, Fixed Annuities, Insurance, Life Insurance, Customer Service, Public Speaking, Investments, Term Life Insurance, Disability Insurance, 401k Rollovers, Budgets, Protection..., Social Media, Risk Management, Estate Planning, Key Person Protection, Multi-generational..., Wealth Preservation...
Education
University of Florida 2004 — 2008
BA, Religion
David Manley's New York Life Insurance Company Experience December 2013 - Present
Job Dedicated Financial Services Professional helping businesses and families in Broomfield & Boulder Counties for 30+ years
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
NYLIFE Securities LLC March 2014 - Present
D T Manley Financial Services September 2013 - December 2013
Concept Builders January 2011 - August 2013
Great Western Bank October 2007 - December 2010
Guaranty Bank and Trust Company October 2004 - October 2007
Vectra Bank Colorado June 1998 - October 2004
Eagle Bank January 1990 - May 1998
Skills
Business Planning, Small Business, Risk Management, Business Insurance..., Life Insurance..., Key Person Insurance, Licensed in Long Term..., 401k Rollovers, IRA Rollovers, Mutual Funds, Retirement Planning, Lifetime Income..., Annuity Sales, Wealth Preservation..., Education Funding..., Personal Finance, Buy-sell Agreements, Supplements to Employee..., Strategic Planning, Leadership, Investments, Customer Service, Mortgage Lending
Education
University of Colorado at Boulder - Leeds School of Business 1971 — 1975
Bachelor of Science in Business Administration, Finance and Accounting
Pacific Coast Banking School
Graduate Banking Degree, Bank Management
New York Life Insurance Company December 2013 - Present
NYLIFE Securities LLC March 2014 - Present
D T Manley Financial Services September 2013 - December 2013
Concept Builders January 2011 - August 2013
Great Western Bank October 2007 - December 2010
Guaranty Bank and Trust Company October 2004 - October 2007
Vectra Bank Colorado June 1998 - October 2004
Eagle Bank January 1990 - May 1998
Skills
Business Planning, Small Business, Risk Management, Business Insurance..., Life Insurance..., Key Person Insurance, Licensed in Long Term..., 401k Rollovers, IRA Rollovers, Mutual Funds, Retirement Planning, Lifetime Income..., Annuity Sales, Wealth Preservation..., Education Funding..., Personal Finance, Buy-sell Agreements, Supplements to Employee..., Strategic Planning, Leadership, Investments, Customer Service, Mortgage Lending
Education
University of Colorado at Boulder - Leeds School of Business 1971 — 1975
Bachelor of Science in Business Administration, Finance and Accounting
Pacific Coast Banking School
Graduate Banking Degree, Bank Management
Amy Ciulla's New York Life Insurance Company Experience February 2011 - May 2013
Job Personal Trading Compliance Asset Management Compliance TIAA CREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
New York Life Insurance Company February 2011 - May 2013
Bear Stearns Asset Management February 2007 - November 2008
GE Asset Management January 2006 - February 2007
Dreyfus July 2000 - October 2005
Skills
Trade Compliance, Broker-Dealer Compliance, Investment Advisory..., FINRA, Series 7, Hedge Funds, Securities, Alternative Investments, Trading, Asset Management, Equities, Mutual Funds
Education
University of Delaware 1996 — 2000
Economics, Economics
TIAA-CREF June 2013 - Present
New York Life Insurance Company February 2011 - May 2013
Bear Stearns Asset Management February 2007 - November 2008
GE Asset Management January 2006 - February 2007
Dreyfus July 2000 - October 2005
Skills
Trade Compliance, Broker-Dealer Compliance, Investment Advisory..., FINRA, Series 7, Hedge Funds, Securities, Alternative Investments, Trading, Asset Management, Equities, Mutual Funds
Education
University of Delaware 1996 — 2000
Economics, Economics
Tim Wolfcale's New York Life Insurance Company Experience 2008 - 2010
Job Client Relationship Partner at CORDA Investment Management
Industry Financial Services
Experience
CORDA Investment Management December 2013 - Present
Blue Waters Advisory Group January 2011 - December 2013
Westlake Youth Lacrosse 2005 - 2013
New York Life Insurance Company 2008 - 2010
JPMorgan Chase 2004 - 2007
UBS 2000 - 2003
First USA 1994 - 1999
Brown & Company 1986 - 1994
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investments, Series 7, Portfolio Management, Life Insurance, Asset Managment, Project Management, Mutual Funds, Asset Management, Investment Strategies, Finance, Investment Management, Asset Allocation, Securities, Financial Planning
Education
University of Florida
BA, Economics
CORDA Investment Management December 2013 - Present
Blue Waters Advisory Group January 2011 - December 2013
Westlake Youth Lacrosse 2005 - 2013
New York Life Insurance Company 2008 - 2010
JPMorgan Chase 2004 - 2007
UBS 2000 - 2003
First USA 1994 - 1999
Brown & Company 1986 - 1994
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investments, Series 7, Portfolio Management, Life Insurance, Asset Managment, Project Management, Mutual Funds, Asset Management, Investment Strategies, Finance, Investment Management, Asset Allocation, Securities, Financial Planning
Education
University of Florida
BA, Economics
Charles Summers's New York Life Insurance Company Experience April 1996 - August 1997
Job Payroll Support Analyst at Empower Software Solutions
Industry Human Resources
Experience
Empower Software Solutions August 2014 - Present
Paylocity October 2013 - August 2014
Self-Employed March 2013 - October 2013
CuraScript, Inc. An Express Scripts Co. August 2011 - March 2013
SOI October 2007 - April 2011
Florida Payroll December 2006 - August 2007
Paychex April 2002 - December 2006
Intermedia Communications March 2000 - December 2001
Sprint September 1997 - October 1999
New York Life Insurance Company April 1996 - August 1997
Skills
Employee Benefits, Cold Calling, Account Management, Sales Management, Payroll, Benefits Administration, Health Insurance, Sales Process, Strategic Planning, Insurance, Direct Sales, Sales, 401k, New Business Development, Recruiting, Workers Compensation, Talent Acquisition, PEO, Customer Service, B2B, Selling, Healthcare, Customer Retention, Marketing, Management, Training, New Hire Orientations, Call Centers, Human Resources, Start-ups, Deferred Compensation, Employee Relations, Salesforce.com, COBRA, Onboarding, Hiring, FMLA, Applicant Tracking..., Employee Training, HRIS, Open Enrollment, Temporary Placement, ADP Payroll, College Recruiting, Health Care Reform, Interviews, Performance Management, Temporary Staffing, HR Consulting, Staffing Services
Education
Certification: State of Florida 2006 — 2006
Life & Health Certification, Life & Health Insurance Agent 2-15
University of Florida 1986 — 1991
Bachelor of Science, Public Relations
Empower Software Solutions August 2014 - Present
Paylocity October 2013 - August 2014
Self-Employed March 2013 - October 2013
CuraScript, Inc. An Express Scripts Co. August 2011 - March 2013
SOI October 2007 - April 2011
Florida Payroll December 2006 - August 2007
Paychex April 2002 - December 2006
Intermedia Communications March 2000 - December 2001
Sprint September 1997 - October 1999
New York Life Insurance Company April 1996 - August 1997
Skills
Employee Benefits, Cold Calling, Account Management, Sales Management, Payroll, Benefits Administration, Health Insurance, Sales Process, Strategic Planning, Insurance, Direct Sales, Sales, 401k, New Business Development, Recruiting, Workers Compensation, Talent Acquisition, PEO, Customer Service, B2B, Selling, Healthcare, Customer Retention, Marketing, Management, Training, New Hire Orientations, Call Centers, Human Resources, Start-ups, Deferred Compensation, Employee Relations, Salesforce.com, COBRA, Onboarding, Hiring, FMLA, Applicant Tracking..., Employee Training, HRIS, Open Enrollment, Temporary Placement, ADP Payroll, College Recruiting, Health Care Reform, Interviews, Performance Management, Temporary Staffing, HR Consulting, Staffing Services
Education
Certification: State of Florida 2006 — 2006
Life & Health Certification, Life & Health Insurance Agent 2-15
University of Florida 1986 — 1991
Bachelor of Science, Public Relations
Heather Forrey's New York Life Insurance Company Experience 1998 - 2000
Job Manager at Wards Flowers and Gifts
Industry Retail
Experience
Wards Flowers and Gifts Finance Management AssociateCap GeminiJanuary 2000 - January 2004
New York Life Insurance Company 1998 - 2000
New York Life Insurance Company 1998 - 2000
Education
University of Dayton 1994 — 1998
BS, Finance
Wards Flowers and Gifts Finance Management AssociateCap GeminiJanuary 2000 - January 2004
New York Life Insurance Company 1998 - 2000
New York Life Insurance Company 1998 - 2000
Education
University of Dayton 1994 — 1998
BS, Finance
Ryan J Hart's New York Life Insurance Company Experience February 2014 - Present
Job Devoted Financial Services Professional with New York Life helping families of Eastern Massachusetts
Industry Financial Services
Experience
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company February 2014 - Present
DENTSPLY IH (formerly Astra Tech) January 2011 - February 2014
Courier Corporation August 2010 - January 2011
Astra Tech November 2009 - August 2010
Astra Tech January 2006 - August 2009
Skills
401k Rollovers, Asset Protection, Protection..., Personal Finance, Business Networking, Lifetime Income..., Life Insurance..., Retirement Planning, Customer Relations, Licensed In Long Term...
Education
University of Connecticut 2005 — 2009
Bachelor of Arts, Economics
Reading Memorial HS 2001 — 2005
HS Diploma
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company February 2014 - Present
DENTSPLY IH (formerly Astra Tech) January 2011 - February 2014
Courier Corporation August 2010 - January 2011
Astra Tech November 2009 - August 2010
Astra Tech January 2006 - August 2009
Skills
401k Rollovers, Asset Protection, Protection..., Personal Finance, Business Networking, Lifetime Income..., Life Insurance..., Retirement Planning, Customer Relations, Licensed In Long Term...
Education
University of Connecticut 2005 — 2009
Bachelor of Arts, Economics
Reading Memorial HS 2001 — 2005
HS Diploma
Christine Jello's New York Life Insurance Company Experience March 2015 - Present
Job Corporate VP & Actuary at New York Life Insurance Co
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
Deloitte November 2013 - February 2015
Prudential Financial February 2011 - October 2013
Prudential Financial February 2010 - January 2011
Prudential Financial October 2007 - January 2010
Skills
Financial Risk, Analytics, Actuarial Science, Valuation, Insurance
Education
The University of Connecticut
Bachelor's degree, Economics
The University of Connecticut
Bachelor's degree, Mathematics and Actuarial Science
New York Life Insurance Company March 2015 - Present
Deloitte November 2013 - February 2015
Prudential Financial February 2011 - October 2013
Prudential Financial February 2010 - January 2011
Prudential Financial October 2007 - January 2010
Skills
Financial Risk, Analytics, Actuarial Science, Valuation, Insurance
Education
The University of Connecticut
Bachelor's degree, Economics
The University of Connecticut
Bachelor's degree, Mathematics and Actuarial Science
Giovanni Zuluaga's New York Life Insurance Company Experience February 2010 - August 2010
Job Capture Manager at aXseum Solutions, LLC
Industry Legal Services
Experience
aXseum Solutions, LLC February 2014 - Present
Tully Rinckey PLLC November 2010 - January 2014
TRAK Services 2010 - 2011
TRAK Services 2010 - 2011
New York Life Insurance Company February 2010 - August 2010
Journeys June 2008 - August 2009
Skills
Operations Management, Microsoft Office, HTML, Management, Hiring Personnel, Troubleshooting, Customer Service, Strategic Planning, Music Industry, Human Resources, Recruiting, Employee Training, Event Planning, Time Management, Training
Education
The University of Connecticut 2003 — 2007
Bachelor of Arts, Music Business
Immaculate High School 1998 — 2002
High School Dipolma
aXseum Solutions, LLC February 2014 - Present
Tully Rinckey PLLC November 2010 - January 2014
TRAK Services 2010 - 2011
TRAK Services 2010 - 2011
New York Life Insurance Company February 2010 - August 2010
Journeys June 2008 - August 2009
Skills
Operations Management, Microsoft Office, HTML, Management, Hiring Personnel, Troubleshooting, Customer Service, Strategic Planning, Music Industry, Human Resources, Recruiting, Employee Training, Event Planning, Time Management, Training
Education
The University of Connecticut 2003 — 2007
Bachelor of Arts, Music Business
Immaculate High School 1998 — 2002
High School Dipolma
Edward C. Eastman 3rd's New York Life Insurance Company Experience October 2009 - Present
Job Finacial Service Associate at Prudential Financial
Industry Financial Services
Experience
New York Life Insurance Company October 2009 - Present
Prudential Financial February 2009 - September 2009
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
BS, Finance and Economics
New York Life Insurance Company October 2009 - Present
Prudential Financial February 2009 - September 2009
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
BS, Finance and Economics
Timothy Phan's New York Life Insurance Company Experience December 2013 - Present
Job Helping families, individuals to develop a sound financial strategy, achieve peace of mind and retire on their own terms
Industry Insurance
Experience
New York Life Insurance Company December 2013 - Present
Skills
Personal Finance, Leadership, Life Insurance..., 401(k) Rollovers, Business Exit Strategy, Retirement Planning, Education Funding, Grandchild Gifting, Lifetime Income..., IRA Rollover, Customer Service, Teamwork
Education
University of Florida 2008 — 2010
Bachelor of Science (B.S.), Chemical Engineering
Valencia College 2006 — 2007
Associate of Arts (A.A.), Accounting and Finance
New York Life Insurance Company December 2013 - Present
Skills
Personal Finance, Leadership, Life Insurance..., 401(k) Rollovers, Business Exit Strategy, Retirement Planning, Education Funding, Grandchild Gifting, Lifetime Income..., IRA Rollover, Customer Service, Teamwork
Education
University of Florida 2008 — 2010
Bachelor of Science (B.S.), Chemical Engineering
Valencia College 2006 — 2007
Associate of Arts (A.A.), Accounting and Finance
Manisha Mehrotra's New York Life Insurance Company Experience July 2009 - December 2012
Job Diversity & Inclusion Manager at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP January 2013 - Present
New York Life Insurance Company July 2009 - December 2012
New York Life Insurance Company August 2008 - July 2009
New York Life Insurance Company June 2007 - July 2008
New York Life Insurance Company March 2003 - June 2007
Skills
Diversity & Inclusion, Staff Development, Talent Acquisition, Talent Management, Microsoft Office, Internal Communications, Marketing, Leadership Development, College Recruiting, Organizational..., Employee Relations, Program Management, Strategic Planning, Coaching, Public Relations, Training, Training Delivery, Project Planning, Strategy, Employee Benefits, HRIS, Deferred Compensation, Performance Management, Organizational..., Leadership, Applicant Tracking..., Employee Engagement, Recruiting, Onboarding, Human Resources, Process Improvement, Interviews, Career Development, Workforce Planning, Personnel Management
Education
University of Connecticut 1997 — 2001
Bachelors of Science, Marketing, Communications
Cornell ILR
Diversity Management Certificate
Bloomberg LP January 2013 - Present
New York Life Insurance Company July 2009 - December 2012
New York Life Insurance Company August 2008 - July 2009
New York Life Insurance Company June 2007 - July 2008
New York Life Insurance Company March 2003 - June 2007
Skills
Diversity & Inclusion, Staff Development, Talent Acquisition, Talent Management, Microsoft Office, Internal Communications, Marketing, Leadership Development, College Recruiting, Organizational..., Employee Relations, Program Management, Strategic Planning, Coaching, Public Relations, Training, Training Delivery, Project Planning, Strategy, Employee Benefits, HRIS, Deferred Compensation, Performance Management, Organizational..., Leadership, Applicant Tracking..., Employee Engagement, Recruiting, Onboarding, Human Resources, Process Improvement, Interviews, Career Development, Workforce Planning, Personnel Management
Education
University of Connecticut 1997 — 2001
Bachelors of Science, Marketing, Communications
Cornell ILR
Diversity Management Certificate
Leslie Andrews's New York Life Insurance Company Experience November 2000 - April 2001
Job Project Manager
Industry Computer Software
Experience
TurnKey Solutions January 2007 - Present
IQNavigator October 2002 - January 2007
New York Life Insurance Company November 2000 - April 2001
Oracle Corporation February 1994 - November 2000
Skills
Project Management, Management, Test Automation, Enterprise Software, Oracle, Quality Assurance, Team Leadership, SaaS, Requirements Analysis, Testing, Product Management, Business Process, Quality Center, SDLC, Business Intelligence, Automated Software..., Software Product..., Requirements Gathering, System Testing, User Acceptance Testing, Software Project..., Oracle E-Business Suite, ERP, Oracle Applications, HP Quality Center
Education
University of Colorado Denver
Master's of Science, Management
University of Denver - Daniels College of Business
BSBA, Finance
TurnKey Solutions January 2007 - Present
IQNavigator October 2002 - January 2007
New York Life Insurance Company November 2000 - April 2001
Oracle Corporation February 1994 - November 2000
Skills
Project Management, Management, Test Automation, Enterprise Software, Oracle, Quality Assurance, Team Leadership, SaaS, Requirements Analysis, Testing, Product Management, Business Process, Quality Center, SDLC, Business Intelligence, Automated Software..., Software Product..., Requirements Gathering, System Testing, User Acceptance Testing, Software Project..., Oracle E-Business Suite, ERP, Oracle Applications, HP Quality Center
Education
University of Colorado Denver
Master's of Science, Management
University of Denver - Daniels College of Business
BSBA, Finance
Leslie Sanchez's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
Bankers Life & Casualty February 2005 - February 2015
Copic Insurance 2001 - 2002
Snell and Wilmer 2000 - 2001
Skills
Customer Service, Term Life Insurance, Fixed Annuities, Insurance, Health Insurance, Long-term Care, Sales, Universal Life, Microsoft Excel, Training, PowerPoint, Leadership, Life Insurance, Disability Insurance, Microsoft Office, Team Building
Education
University of Denver 2000 — 2009
Bachelors in Business Administration with Minor in Communication, Business Administration and Management, General
New York Life Insurance Company June 2015 - Present
Bankers Life & Casualty February 2005 - February 2015
Copic Insurance 2001 - 2002
Snell and Wilmer 2000 - 2001
Skills
Customer Service, Term Life Insurance, Fixed Annuities, Insurance, Health Insurance, Long-term Care, Sales, Universal Life, Microsoft Excel, Training, PowerPoint, Leadership, Life Insurance, Disability Insurance, Microsoft Office, Team Building
Education
University of Denver 2000 — 2009
Bachelors in Business Administration with Minor in Communication, Business Administration and Management, General
Doug Palmateer's New York Life Insurance Company Experience November 2005 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2005 - Present
Synergy Printing and Graphics 2013 - 2013
Slavic Investment Corp. 1998 - 2003
Education
University of Florida
Westminster Academy
New York Life Insurance Company November 2005 - Present
Synergy Printing and Graphics 2013 - 2013
Slavic Investment Corp. 1998 - 2003
Education
University of Florida
Westminster Academy
Nancy Hoffmeier's New York Life Insurance Company Experience January 2015 - Present
Job Senior Designer at John Hancock
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
hoffmeierdesign March 2013 - January 2015
John Hancock Life Insurance Company (U.S.A.) December 2006 - March 2013
Freelance / Graphic Design Services 2004 - 2006
Columbia Management 1998 - 2005
Skills
Advertising, Flyers, Adobe Acrobat, Adobe Creative Suite, Mac, media, Print, Web Design, Financial Services, Final Cut Pro, Dreamweaver, Digital Photography, Layout, QuarkXPress, Illustrator, Art Direction, WordPress
Education
University of Colorado Boulder 1989 — 1991
MFA, Oil Panting and Photography
University of Iowa 1982 — 1987
Bachelor of Fine Arts (BFA), Painting
New York Life Insurance Company January 2015 - Present
hoffmeierdesign March 2013 - January 2015
John Hancock Life Insurance Company (U.S.A.) December 2006 - March 2013
Freelance / Graphic Design Services 2004 - 2006
Columbia Management 1998 - 2005
Skills
Advertising, Flyers, Adobe Acrobat, Adobe Creative Suite, Mac, media, Print, Web Design, Financial Services, Final Cut Pro, Dreamweaver, Digital Photography, Layout, QuarkXPress, Illustrator, Art Direction, WordPress
Education
University of Colorado Boulder 1989 — 1991
MFA, Oil Panting and Photography
University of Iowa 1982 — 1987
Bachelor of Fine Arts (BFA), Painting
Dimitri Digbeu's New York Life Insurance Company Experience December 2010 - Present
Job Pension Consultant at NewYorkLife RPS
Industry Financial Services
Experience
New York Life Insurance Company December 2010 - Present
Skills
Microsoft Office, Employee Benefits, Financial Services, Microsoft Excel, Customer Service
Education
University of Connecticut 1994 — 2000
Bachelor of Arts (B.A.), Actuarial Science/Mathematics
New York Life Insurance Company December 2010 - Present
Skills
Microsoft Office, Employee Benefits, Financial Services, Microsoft Excel, Customer Service
Education
University of Connecticut 1994 — 2000
Bachelor of Arts (B.A.), Actuarial Science/Mathematics
Benjamin Marlin's New York Life Insurance Company Experience January 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2012 - Present
Proverian Capital, LLC August 2006 - October 2011
Proverian Capital, LLC August 2006 - October 2011
Eastside High School August 2003 - June 2006
Education
University of Florida 1998 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
University of Florida 1998 — 2003
Bachelor of Arts, English Language and Literature, General
University of Florida
Master, Education
The American College Bryn
New York Life Insurance Company January 2012 - Present
Proverian Capital, LLC August 2006 - October 2011
Proverian Capital, LLC August 2006 - October 2011
Eastside High School August 2003 - June 2006
Education
University of Florida 1998 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
University of Florida 1998 — 2003
Bachelor of Arts, English Language and Literature, General
University of Florida
Master, Education
The American College Bryn
Kim Kushel's New York Life Insurance Company Experience March 1998 - October 2000
Job Executive Assistant at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. January 2013 - Present
BLS Eldercare Financial Solutions December 2011 - August 2012
LPL Financial Services, Livingston, NJ September 2007 - December 2011
New York Life Insurance Company March 1998 - October 2000
T. Rowe Price January 1992 - September 1996
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Windows, Teaching, Microsoft Word, Research, English, Outlook
Education
University of Delaware 1987 — 1991
Bachelor of Science (BS), Human Resources Management and Services
Summit Financial Resources, Inc. January 2013 - Present
BLS Eldercare Financial Solutions December 2011 - August 2012
LPL Financial Services, Livingston, NJ September 2007 - December 2011
New York Life Insurance Company March 1998 - October 2000
T. Rowe Price January 1992 - September 1996
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Windows, Teaching, Microsoft Word, Research, English, Outlook
Education
University of Delaware 1987 — 1991
Bachelor of Science (BS), Human Resources Management and Services
Sandra Bonina's New York Life Insurance Company Experience March 2011 - Present
Job Financial, Retirement Planning, Long Term Care Planning
Industry International Trade and Development
Experience
New York Life Insurance Company March 2011 - Present
The Pampered Chef December 2007 - December 2010
ABB January 1997 - June 2000
ABB January 1997 - June 2000
Skills
Retirement Planning, Sales, Spanish, Retirement, Fixed Annuities, Sales Operations, Estate Planning, Wealth Management, Long-term Care, Proposal Writing, Pensions, New Business Development, Marketing, Account Management, Analysis, Building Relationships, Small Business, Long Term Care Insurance, Insurance, Strategic Planning, Management, Sales Management, Business Development, Program Management, Leadership, Banking, Customer Service, Employee Benefits, Financial Services, Team Building, Strategy, Direct Sales, Training, Entrepreneurship, Cold Calling, Investments, Forecasting, Succession Planning, Business Strategy, Process Improvement, Benefits Administration, Recruiting, Management Consulting, Vendor Management, Business Process..., Budgets, Selling, Team Leadership, Sales Process, Start-ups
Education
University of Delaware 1992 — 1996
Business, Management
University of Delaware - Lerner College of Business and Economics 1992 — 1996
Bachelor of Business Administration (BBA)
New York Life Insurance Company March 2011 - Present
The Pampered Chef December 2007 - December 2010
ABB January 1997 - June 2000
ABB January 1997 - June 2000
Skills
Retirement Planning, Sales, Spanish, Retirement, Fixed Annuities, Sales Operations, Estate Planning, Wealth Management, Long-term Care, Proposal Writing, Pensions, New Business Development, Marketing, Account Management, Analysis, Building Relationships, Small Business, Long Term Care Insurance, Insurance, Strategic Planning, Management, Sales Management, Business Development, Program Management, Leadership, Banking, Customer Service, Employee Benefits, Financial Services, Team Building, Strategy, Direct Sales, Training, Entrepreneurship, Cold Calling, Investments, Forecasting, Succession Planning, Business Strategy, Process Improvement, Benefits Administration, Recruiting, Management Consulting, Vendor Management, Business Process..., Budgets, Selling, Team Leadership, Sales Process, Start-ups
Education
University of Delaware 1992 — 1996
Business, Management
University of Delaware - Lerner College of Business and Economics 1992 — 1996
Bachelor of Business Administration (BBA)
Dominic Calvarese's New York Life Insurance Company Experience May 2014 - September 2014
Job Client Relationship Associate at Vanguard
Industry Investment Management
Experience
Vanguard July 2015 - Present
BNY Mellon November 2014 - March 2015
New York Life Insurance Company May 2014 - September 2014
Skills
Public Speaking, Research, Government, Social Media, Customer Service, Microsoft Excel, Microsoft Office, Community Outreach, Life Insurance, Financial Services, Qualified Retirement..., Leadership, Policy
Education
University of Delaware 2010 — 2013
B.S., Organizational & Community Leadership
Vanguard July 2015 - Present
BNY Mellon November 2014 - March 2015
New York Life Insurance Company May 2014 - September 2014
Skills
Public Speaking, Research, Government, Social Media, Customer Service, Microsoft Excel, Microsoft Office, Community Outreach, Life Insurance, Financial Services, Qualified Retirement..., Leadership, Policy
Education
University of Delaware 2010 — 2013
B.S., Organizational & Community Leadership
D. Jamed Andersen's New York Life Insurance Company Experience 2006 - 2012
Job
Industry Automotive
Experience
Kings Mazda January 2013 - Present
New York Life Insurance Company 2006 - 2012
New York Life Insurance Company 2006 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Colorado Boulder - Leeds School of Business 1984 — 1988
B.S, International Business/Trade/Commerce
Kings Mazda January 2013 - Present
New York Life Insurance Company 2006 - 2012
New York Life Insurance Company 2006 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Colorado Boulder - Leeds School of Business 1984 — 1988
B.S, International Business/Trade/Commerce
Jessica Streightiff's New York Life Insurance Company Experience August 2013 - Present
Job Agent at New York Life Insurance Company
Industry Individual & Family Services
Experience
New York Life Insurance Company August 2013 - Present
Schering Pharmaceuticals 1997 - 2000
CIBA Vision 1992 - 1997
Ballard Medical 1990 - 1992
Skills
Customer Service, Leadership, Marketing Communications, Strategic Planning, Sales, Financial Modeling
Education
University of Illinois at Chicago 1987 — 1988
Master's degree, Exercise Physiology
University of Denver 1983 — 1987
Bachelor of Applied Science (B.A.Sc.)
New York Life Insurance Company August 2013 - Present
Schering Pharmaceuticals 1997 - 2000
CIBA Vision 1992 - 1997
Ballard Medical 1990 - 1992
Skills
Customer Service, Leadership, Marketing Communications, Strategic Planning, Sales, Financial Modeling
Education
University of Illinois at Chicago 1987 — 1988
Master's degree, Exercise Physiology
University of Denver 1983 — 1987
Bachelor of Applied Science (B.A.Sc.)
Brian Birdwell's New York Life Insurance Company Experience November 2013 - Present
Job DOS Corp. Vice President
Industry Public Relations and Communications
Experience
New York Life Insurance Company November 2013 - Present
Trucks of Nevada, Inc October 2005 - September 2011
Skills
Team Building, C++, Negotiation, Windows, Teaching, HTML, Research, Strategic Planning, Public Speaking, Microsoft Excel, Microsoft Office, English, Photoshop, Java, C, PowerPoint, Editing, Microsoft Word, Budgets, Outlook, Customer Service, Project Management
Education
University of Colorado Denver 2011 — 2013
Associate of Arts and Sciences (AAS), International Business/Trade/Commerce
New York Life Insurance Company November 2013 - Present
Trucks of Nevada, Inc October 2005 - September 2011
Skills
Team Building, C++, Negotiation, Windows, Teaching, HTML, Research, Strategic Planning, Public Speaking, Microsoft Excel, Microsoft Office, English, Photoshop, Java, C, PowerPoint, Editing, Microsoft Word, Budgets, Outlook, Customer Service, Project Management
Education
University of Colorado Denver 2011 — 2013
Associate of Arts and Sciences (AAS), International Business/Trade/Commerce
Cindi Kinney's New York Life Insurance Company Experience December 2008 - June 2011
Job Home School Educator
Industry Education Management
Experience
Self-employed September 1995 - Present
New York Life Insurance Company December 2008 - June 2011
Skills
Teaching, Curriculum Design, Curriculum Development, Higher Education, Educational Leadership, Staff Development, Research, Public Speaking, Tutoring, Classroom, Educational Technology, Teacher Training, Lesson Planning, Classroom Management, E-Learning
Education
University of Florida
BS in Advertising
Self-employed September 1995 - Present
New York Life Insurance Company December 2008 - June 2011
Skills
Teaching, Curriculum Design, Curriculum Development, Higher Education, Educational Leadership, Staff Development, Research, Public Speaking, Tutoring, Classroom, Educational Technology, Teacher Training, Lesson Planning, Classroom Management, E-Learning
Education
University of Florida
BS in Advertising
Carmen Hall's New York Life Insurance Company Experience August 2003 - Present
Job Corporate Vice President, Creative Development at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2003 - Present
Education
University of Florida 1987 — 1990
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication
New York Life Insurance Company August 2003 - Present
Education
University of Florida 1987 — 1990
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication
Valerie Cole's New York Life Insurance Company Experience January 2014 - Present
Job Independent Beauty Consultant at May Kay Cosmetics
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
May Kay Cosmetics May 2001 - Present
Skills
Insurance
Education
University of Evansville 1979 — 1981
Certificate, Interior Design
John F Kennedy Queretaro, Queretaro
New York Life Insurance Company January 2014 - Present
May Kay Cosmetics May 2001 - Present
Skills
Insurance
Education
University of Evansville 1979 — 1981
Certificate, Interior Design
John F Kennedy Queretaro, Queretaro
Dean F. Schrader's New York Life Insurance Company Experience December 1950 - December 1980
Job Student at University of Denver
Industry
Experience
Surrey Ridge CEO, President and Chairman of the BoardRocky Mountain Tissue BankJuly 2000 - December 2005
New York Life Insurance Company December 1950 - December 1980
Skills
Generalist, Mountaineering, Horse Racing, Downhill Skiing
Education
University of Denver 2014 — 2015
University of Illinois at Urbana-Champaign
Political Science and Government
Surrey Ridge CEO, President and Chairman of the BoardRocky Mountain Tissue BankJuly 2000 - December 2005
New York Life Insurance Company December 1950 - December 1980
Skills
Generalist, Mountaineering, Horse Racing, Downhill Skiing
Education
University of Denver 2014 — 2015
University of Illinois at Urbana-Champaign
Political Science and Government
Amanda C Bouchard's New York Life Insurance Company Experience May 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Education
University of Connecticut 2011 — 2015
Bachelor’s Degree, Finance, General
New York Life Insurance Company May 2015 - Present
Education
University of Connecticut 2011 — 2015
Bachelor’s Degree, Finance, General