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.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Employee
Years
Job
Industry
Thomas Buonomo Thomas Buonomo's New York Life Insurance Company Experience February 2014 - Present
Job Partner Hiring Talented Individuals in Insurance and Financial Services Sales at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company March 2010 - February 2014
Best Buy October 1999 - November 2009
Skills
Hiring, Sales Management, Career Development, Talent Aquisition, Management, Sales Recruitment, Team Leadership, Agent Development, Training and Development, Agent Coaching, Mentoring, Hands on Leader, Retention, Sales Force Development, Business Planning, Coaching, Recruiting, Customer Retention
Education
UNLV 2001 — 2003
Business, Management, Marketing, and Related Support Services
Las Vegas High School 1996 — 2000
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company March 2010 - February 2014
Best Buy October 1999 - November 2009
Skills
Hiring, Sales Management, Career Development, Talent Aquisition, Management, Sales Recruitment, Team Leadership, Agent Development, Training and Development, Agent Coaching, Mentoring, Hands on Leader, Retention, Sales Force Development, Business Planning, Coaching, Recruiting, Customer Retention
Education
UNLV 2001 — 2003
Business, Management, Marketing, and Related Support Services
Las Vegas High School 1996 — 2000
Anastacia Layne Anastacia Layne's New York Life Insurance Company Experience October 2011 - February 2013
Job Executive Assistant/Sales at Frequency Entertainment
Industry Entertainment
Experience
Frequency Entertainment February 2014 - Present
The Ribeiro Company February 2013 - February 2014
New York Life Insurance Company October 2011 - February 2013
Kelley Technologies November 2011 - June 2012
Aria Resort & Casino May 2011 - October 2011
minus5 September 2009 - March 2011
Skills
Spreadsheets, Training, Data Entry, Event Management, Team Building, Recruiting, Business Communications, Sales Management, Appointment Scheduling, Records Management, Switchboard, Filing, Leadership Development, Fast Paced Environment, Team Leadership, Client Relations, Client Services, Bookings, Master Scheduling, Expert Advisor, Online Marketing, Social Media Marketing, Corporate Finance, Account Management, Accounts Payable &..., Event Planning, Customer Service, Management, Marketing, Social Networking
Education
University of Nevada-Las Vegas
Juris Doctor (J.D.), Business Management
Frequency Entertainment February 2014 - Present
The Ribeiro Company February 2013 - February 2014
New York Life Insurance Company October 2011 - February 2013
Kelley Technologies November 2011 - June 2012
Aria Resort & Casino May 2011 - October 2011
minus5 September 2009 - March 2011
Skills
Spreadsheets, Training, Data Entry, Event Management, Team Building, Recruiting, Business Communications, Sales Management, Appointment Scheduling, Records Management, Switchboard, Filing, Leadership Development, Fast Paced Environment, Team Leadership, Client Relations, Client Services, Bookings, Master Scheduling, Expert Advisor, Online Marketing, Social Media Marketing, Corporate Finance, Account Management, Accounts Payable &..., Event Planning, Customer Service, Management, Marketing, Social Networking
Education
University of Nevada-Las Vegas
Juris Doctor (J.D.), Business Management
Christy Plunk Christy Plunk's New York Life Insurance Company Experience February 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company February 2012 - Present
NYLIFE Securities LLC February 2012 - Present
Electronic Data Systems (now Hewlett Packard) January 1988 - April 1993
Lincoln Property Company September 1986 - December 1987
Skills
Retirement, 401k Rollovers, Buy-sell Agreements, Permanent Life Insurance, Multi-generational..., Key Person Insurance, Annuity Sales, Licensed Life Insurance..., Wealth Preservation..., Asset Protection, Business Insurance..., Education Funding..., Gifting Strategies, Investments, IRA Rollovers, Licensed in Long Term..., Lifetime Income..., Term Life Insurance, Sales, Insurance, Life Insurance, Estate Planning, IRAs, Retirement Planning, Education Funding, Financial Services
Education
Texas Tech University
Bachelor's Degree, Public Relations & Marketing, Graduate
University of North Texas 1982 — 1983
Skyline High School 1978 — 1982
High School
New York Life Insurance Company February 2012 - Present
NYLIFE Securities LLC February 2012 - Present
Electronic Data Systems (now Hewlett Packard) January 1988 - April 1993
Lincoln Property Company September 1986 - December 1987
Skills
Retirement, 401k Rollovers, Buy-sell Agreements, Permanent Life Insurance, Multi-generational..., Key Person Insurance, Annuity Sales, Licensed Life Insurance..., Wealth Preservation..., Asset Protection, Business Insurance..., Education Funding..., Gifting Strategies, Investments, IRA Rollovers, Licensed in Long Term..., Lifetime Income..., Term Life Insurance, Sales, Insurance, Life Insurance, Estate Planning, IRAs, Retirement Planning, Education Funding, Financial Services
Education
Texas Tech University
Bachelor's Degree, Public Relations & Marketing, Graduate
University of North Texas 1982 — 1983
Skyline High School 1978 — 1982
High School
Nick Plaisance Nick Plaisance's New York Life Insurance Company Experience April 2011 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2011 - Present
Packard Truck Lines, Inc January 2004 - April 2011
Skills
Retirement Planning, Strategic Financial..., Insurance, Employee Benefits, IRAs, Investments, Estate Planning, Long-term Care, College Savings Plans, Whole Life, Fixed Annuities, Mutual Funds, Retirement, Long Term Care Insurance, Life Insurance, Health Insurance, Disability Insurance, 401k, Term Life Insurance, Wealth Accumulation, Roth IRA, Securities, Small Business, 401k Rollovers, FINRA, Series 6, Financial Planners, Permanent Life Insurance, Variable Annuities, Buy-sell Agreements, Key Person Insurance, Universal Life
Education
University of New Orleans 2000 — 2004
Finance, General
New York Life Insurance Company April 2011 - Present
Packard Truck Lines, Inc January 2004 - April 2011
Skills
Retirement Planning, Strategic Financial..., Insurance, Employee Benefits, IRAs, Investments, Estate Planning, Long-term Care, College Savings Plans, Whole Life, Fixed Annuities, Mutual Funds, Retirement, Long Term Care Insurance, Life Insurance, Health Insurance, Disability Insurance, 401k, Term Life Insurance, Wealth Accumulation, Roth IRA, Securities, Small Business, 401k Rollovers, FINRA, Series 6, Financial Planners, Permanent Life Insurance, Variable Annuities, Buy-sell Agreements, Key Person Insurance, Universal Life
Education
University of New Orleans 2000 — 2004
Finance, General
Andrew Lydiard's New York Life Insurance Company Experience May 2009 - August 2009
Job Web Analyst | Strategist | SEO & SEM | Google Tag Manager
Industry Information Services
Experience
Noble Studios December 2013 - Present
Squeeze In March 2009 - Present
Noble Studios September 2013 - December 2013
Chase Global Services March 2010 - November 2013
New York Life Insurance Company May 2009 - August 2009
International Game Technology June 2008 - January 2009
Nooksack River Casino December 2005 - January 2006
Nooksack River Casino May 2005 - August 2005
University of Nevada August 2004 - May 2005
Skills
Microsoft Office, Communication, Functional Analysis, System Testing, Test Cases, SAP, Project Management, Business Intelligence, Time Management, Data Warehousing, SharePoint, SQL, Testing, Visio, Software Documentation, Business Analysis, Requirements Analysis, Leadership, Software Project..., Process Improvement, Integration, IT Strategy, SDLC, Social Media Marketing, Social Networking, Social Media, SEO
Education
University of Nevada-Reno 2004 — 2009
B.S., Information Systems
Noble Studios December 2013 - Present
Squeeze In March 2009 - Present
Noble Studios September 2013 - December 2013
Chase Global Services March 2010 - November 2013
New York Life Insurance Company May 2009 - August 2009
International Game Technology June 2008 - January 2009
Nooksack River Casino December 2005 - January 2006
Nooksack River Casino May 2005 - August 2005
University of Nevada August 2004 - May 2005
Skills
Microsoft Office, Communication, Functional Analysis, System Testing, Test Cases, SAP, Project Management, Business Intelligence, Time Management, Data Warehousing, SharePoint, SQL, Testing, Visio, Software Documentation, Business Analysis, Requirements Analysis, Leadership, Software Project..., Process Improvement, Integration, IT Strategy, SDLC, Social Media Marketing, Social Networking, Social Media, SEO
Education
University of Nevada-Reno 2004 — 2009
B.S., Information Systems
John Allard John Allard's New York Life Insurance Company Experience November 2008 - July 2012
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2014 - Present
Dime Bank/Dime Investment Services July 2012 - September 2013
New York Life Insurance Company November 2008 - July 2012
The Allard Agency, Inc. January 1999 - April 2008
Skills
Financial Planning, Business Planning, Investments, Recruiting, Employee Benefits, Retirement Planning, Risk Management, Financial Analysis, Insurance, Fixed Annuities, Banking, Small Business, Strategic Planning, Retirement, Start-ups, Finance, Life Insurance, Strategic Financial..., Mutual Funds, Financial Services, Training, Wealth Management, Financial Advisory, IRAs, 401k
Education
University of New Haven 1984 — 1987
Marine Technology and shipbuilding
Thames Valley State Technical College 1982 — 1984
Engineering
Plainfield High School
MassMutual Financial Group February 2014 - Present
Dime Bank/Dime Investment Services July 2012 - September 2013
New York Life Insurance Company November 2008 - July 2012
The Allard Agency, Inc. January 1999 - April 2008
Skills
Financial Planning, Business Planning, Investments, Recruiting, Employee Benefits, Retirement Planning, Risk Management, Financial Analysis, Insurance, Fixed Annuities, Banking, Small Business, Strategic Planning, Retirement, Start-ups, Finance, Life Insurance, Strategic Financial..., Mutual Funds, Financial Services, Training, Wealth Management, Financial Advisory, IRAs, 401k
Education
University of New Haven 1984 — 1987
Marine Technology and shipbuilding
Thames Valley State Technical College 1982 — 1984
Engineering
Plainfield High School
Angi Nagel Angi Nagel's New York Life Insurance Company Experience May 2014 - Present
Job Corporate Vice President Strategy at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
New York Life Insurance Company November 2013 - May 2014
New York Life Insurance Company March 2011 - November 2013
eMason, Inc. July 2010 - March 2011
RTI International September 2009 - March 2010
United Guaranty Corporation December 2008 - August 2009
United Guaranty Corporation July 2007 - December 2008
United Guaranty Corporation March 2006 - December 2007
Kelly B. Rightsell Designs June 2005 - March 2006
C2 Knowledge-Based Marketing December 2003 - June 2005
Skills
Workshop Facilitation, Process Improvement, Strategy, Program Management, Project Management, Marketing, Business Analysis, Management, Budgets, Product Development, New Business Development, Analysis, Strategic Planning, Business Process..., SDLC, Cross-functional Team..., Software Documentation, Visio, Negotiation, Forecasting, Account Management, MS Project, Team Building, Sales, Access, Training, Leadership, Requirements Gathering, Human Resources, Finance, Vendor Management, Risk Management, CRM, Team Leadership, Change Management, Software Development, Requirements Analysis, Project Planning, Start-ups, ITIL, Business Process, Business Intelligence, Insurance, Business Development
Education
University of North Carolina at Greensboro 2003 — 2005
MBA, General business
University of North Carolina at Greensboro 1999 — 2001
Bachelor of Science, Business Administration
greenwood high
New York Life Insurance Company May 2014 - Present
New York Life Insurance Company November 2013 - May 2014
New York Life Insurance Company March 2011 - November 2013
eMason, Inc. July 2010 - March 2011
RTI International September 2009 - March 2010
United Guaranty Corporation December 2008 - August 2009
United Guaranty Corporation July 2007 - December 2008
United Guaranty Corporation March 2006 - December 2007
Kelly B. Rightsell Designs June 2005 - March 2006
C2 Knowledge-Based Marketing December 2003 - June 2005
Skills
Workshop Facilitation, Process Improvement, Strategy, Program Management, Project Management, Marketing, Business Analysis, Management, Budgets, Product Development, New Business Development, Analysis, Strategic Planning, Business Process..., SDLC, Cross-functional Team..., Software Documentation, Visio, Negotiation, Forecasting, Account Management, MS Project, Team Building, Sales, Access, Training, Leadership, Requirements Gathering, Human Resources, Finance, Vendor Management, Risk Management, CRM, Team Leadership, Change Management, Software Development, Requirements Analysis, Project Planning, Start-ups, ITIL, Business Process, Business Intelligence, Insurance, Business Development
Education
University of North Carolina at Greensboro 2003 — 2005
MBA, General business
University of North Carolina at Greensboro 1999 — 2001
Bachelor of Science, Business Administration
greenwood high
Steve Fish, LUTCF, CLTC's New York Life Insurance Company Experience September 2001 - Present
Job Passionate Financial Adviser helping families and businesses achieve financial independence in the Richmond Metro Area
Industry Financial Services
Experience
Eagle Strategies LLC June 2006 - Present
New York Life Insurance Company September 2001 - Present
NYLIFE Securities LLC September 2001 - Present
Nalco Chemical Company September 1992 - September 2001
US Navy May 1985 - September 1992
Skills
Estate Planning, Investments, Retirement Planning, Financial Planning, Wealth Preservation..., Business Succession..., Buy-Sell Agreements, Life Insurance, Annuity Sales, Licensed in Long-Term..., 401(k) Rollovers, IRA Rollovers, Asset Protection, Lifetime Income..., Friendly Personality, Finance, IRAs
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Biology
Madison High School 1977 — 1981
Eagle Strategies LLC June 2006 - Present
New York Life Insurance Company September 2001 - Present
NYLIFE Securities LLC September 2001 - Present
Nalco Chemical Company September 1992 - September 2001
US Navy May 1985 - September 1992
Skills
Estate Planning, Investments, Retirement Planning, Financial Planning, Wealth Preservation..., Business Succession..., Buy-Sell Agreements, Life Insurance, Annuity Sales, Licensed in Long-Term..., 401(k) Rollovers, IRA Rollovers, Asset Protection, Lifetime Income..., Friendly Personality, Finance, IRAs
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Biology
Madison High School 1977 — 1981
Chad Denton Chad Denton's New York Life Insurance Company Experience January 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
Verifone Media - 24/7 Magazine October 2012 - June 2014
Skills
Social Media Marketing, Direct Marketing, Online Advertising, Advertising Sales, Email Marketing, Advertising, Media Planning, Media Buying, Online Marketing, Digital Marketing, Digital Media, Lead Generation, Marketing Strategy
Education
University of North Carolina at Greensboro 1994 — 1999
Bachelor of Science in Business Administration, Marketing
New York Life Insurance Company January 2015 - Present
Verifone Media - 24/7 Magazine October 2012 - June 2014
Skills
Social Media Marketing, Direct Marketing, Online Advertising, Advertising Sales, Email Marketing, Advertising, Media Planning, Media Buying, Online Marketing, Digital Marketing, Digital Media, Lead Generation, Marketing Strategy
Education
University of North Carolina at Greensboro 1994 — 1999
Bachelor of Science in Business Administration, Marketing
Robb Jackson's New York Life Insurance Company Experience May 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
Skills
Customer Service, Sales, Investments, Life Insurance, Retirement Planning, Leadership, Financial Services, Retirement, Social Media, Insurance, Small Business, Fixed Annuities, Social Networking, Microsoft Office, Public Speaking, Management, Team Building, Strategic Planning, Marketing, Coaching, Microsoft Word, Public Relations, Term Life Insurance, Event Planning, Disability Insurance, Microsoft Excel, Team Leadership, Finance, Nonprofits, Long-term Care, Health Insurance, Sales Management, Project Management, Budgets, Teaching, Leadership Development, Event Management, Business Strategy
Education
University of Nevada-Reno 1992 — 1996
McQueen High School 1988 — 1992
New York Life Insurance Company May 2014 - Present
Skills
Customer Service, Sales, Investments, Life Insurance, Retirement Planning, Leadership, Financial Services, Retirement, Social Media, Insurance, Small Business, Fixed Annuities, Social Networking, Microsoft Office, Public Speaking, Management, Team Building, Strategic Planning, Marketing, Coaching, Microsoft Word, Public Relations, Term Life Insurance, Event Planning, Disability Insurance, Microsoft Excel, Team Leadership, Finance, Nonprofits, Long-term Care, Health Insurance, Sales Management, Project Management, Budgets, Teaching, Leadership Development, Event Management, Business Strategy
Education
University of Nevada-Reno 1992 — 1996
McQueen High School 1988 — 1992
Darla K. Beck Darla K. Beck's New York Life Insurance Company Experience March 2014 - Present
Job Financial Services Professional helping individuals & business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
STATE FARM INSURANCE AND FINANCIAL SERVICES May 2013 - December 2013
AstraZeneca February 2012 - February 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson March 1999 - February 2012
Skills
Financial Services, Personal Finance, Business Succession..., Asset Protection, 401k Rollovers, Mutual Funds, Investments, Licensed in Long Term..., Education Funding..., Charitable Giving, Retirement Planning, Income Protection, Protection Planning /..., Wealth Preservation..., Supplements to Employee..., Leadership, Strategic Planning, Creative Problem Solving, Customer Relations, Public Speaking, Workshop Facilitation
Education
University of North Texas 1994 — 1997
Bachelor's Degree, Radio and Television Broadcasting Talent/Technology/Technician
Chester W. Nimitz High School 1984 — 1988
High School, General Studies
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
STATE FARM INSURANCE AND FINANCIAL SERVICES May 2013 - December 2013
AstraZeneca February 2012 - February 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson March 1999 - February 2012
Skills
Financial Services, Personal Finance, Business Succession..., Asset Protection, 401k Rollovers, Mutual Funds, Investments, Licensed in Long Term..., Education Funding..., Charitable Giving, Retirement Planning, Income Protection, Protection Planning /..., Wealth Preservation..., Supplements to Employee..., Leadership, Strategic Planning, Creative Problem Solving, Customer Relations, Public Speaking, Workshop Facilitation
Education
University of North Texas 1994 — 1997
Bachelor's Degree, Radio and Television Broadcasting Talent/Technology/Technician
Chester W. Nimitz High School 1984 — 1988
High School, General Studies
Chris Churchill Chris Churchill's New York Life Insurance Company Experience June 2014 - Present
Job Agent at New York Life Insurance Company helping businesses with employee benefits and tax advantages
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
Treasure Island Sailing Center 1999 - 2015
Treasure Island Sailing Center 1999 - 2015
Treasure Island Sailing Center 1999 - 2015
AMPP Consulting April 2008 - December 2013
Optimate Networks April 2006 - March 2008
Fathom Online September 2002 - March 2006
Ask Jeeves January 2000 - July 2002
Skills
Long Term Care Insurance, Educational Fundraising, Retirement Planning, Buy-sell Agreements, Business Insurance..., Guaranteed Lifetime..., Permanent Life Insurance, Multi-generational..., Estate Planning, Succession Planning, Annuity Sales, Wealth Preservation..., Key Person Insurance, Asset Protection, Personal Finance, Grandchild Gifting, Term Life Insurance, Legacy Planing, Charitable Gift Planning, Risk Management, Strategic Partnerships, Online Marketing, Digital Strategy, Leadership, Social Media Marketing, Strategic Planning, Business Development, Integrated Marketing, Marketing Strategy, Start-ups, Digital Marketing, Online Advertising, Insurance, Mobile Devices, Mobile Advertising, New Business Development, Finance
Education
University of New Hampshire 1983 — 1986
BA, Communications / Business
University of New Hampshire - Whittemore School of Business and Economics 1982 — 1986
BA, Communications, Business
Hun School of Princeton 1979 — 1982
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
Treasure Island Sailing Center 1999 - 2015
Treasure Island Sailing Center 1999 - 2015
Treasure Island Sailing Center 1999 - 2015
AMPP Consulting April 2008 - December 2013
Optimate Networks April 2006 - March 2008
Fathom Online September 2002 - March 2006
Ask Jeeves January 2000 - July 2002
Skills
Long Term Care Insurance, Educational Fundraising, Retirement Planning, Buy-sell Agreements, Business Insurance..., Guaranteed Lifetime..., Permanent Life Insurance, Multi-generational..., Estate Planning, Succession Planning, Annuity Sales, Wealth Preservation..., Key Person Insurance, Asset Protection, Personal Finance, Grandchild Gifting, Term Life Insurance, Legacy Planing, Charitable Gift Planning, Risk Management, Strategic Partnerships, Online Marketing, Digital Strategy, Leadership, Social Media Marketing, Strategic Planning, Business Development, Integrated Marketing, Marketing Strategy, Start-ups, Digital Marketing, Online Advertising, Insurance, Mobile Devices, Mobile Advertising, New Business Development, Finance
Education
University of New Hampshire 1983 — 1986
BA, Communications / Business
University of New Hampshire - Whittemore School of Business and Economics 1982 — 1986
BA, Communications, Business
Hun School of Princeton 1979 — 1982
Cathy Egan Cathy Egan's New York Life Insurance Company Experience April 2013 - Present
Job AVP Training at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
Skills
CFP®, ChFC®
Education
University of North Carolina at Chapel Hill
Bachelor's Degree, Public Policy Analysis
New York Life Insurance Company April 2013 - Present
Skills
CFP®, ChFC®
Education
University of North Carolina at Chapel Hill
Bachelor's Degree, Public Policy Analysis
Pooja Swaminathan Pooja Swaminathan's New York Life Insurance Company Experience June 2014 - August 2014
Job Helping small and medium businesses have a better experience purchasing technology
Industry Computer Hardware
Experience
Lenovo July 2015 - Present
Natya Academy August 2011 - June 2015
New York Life Insurance Company June 2014 - August 2014
Keller Williams Realty May 2013 - August 2013
BHT Enterprises July 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, InDesign, Photoshop, Event Planning, Real Estate, Public Speaking, Microsoft Publisher, News Writing, Customer Service, Teamwork, Life Insurance, Term Life Insurance, Long-term Care, Whole Life, Copy Editing, Leadership
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Business Journalism
William G. Enloe High School 2007 — 2011
High School Diploma
Lenovo July 2015 - Present
Natya Academy August 2011 - June 2015
New York Life Insurance Company June 2014 - August 2014
Keller Williams Realty May 2013 - August 2013
BHT Enterprises July 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, InDesign, Photoshop, Event Planning, Real Estate, Public Speaking, Microsoft Publisher, News Writing, Customer Service, Teamwork, Life Insurance, Term Life Insurance, Long-term Care, Whole Life, Copy Editing, Leadership
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Business Journalism
William G. Enloe High School 2007 — 2011
High School Diploma
Maurice Duper Maurice Duper's New York Life Insurance Company Experience July 2008 - December 2010
Job Field Sales Rep.
Industry Management Consulting
Experience
Northeast Utilities (CL&P, NSTAR, PSNH, WMECO,Yankee Gas) May 2014 - Present
Enterprise Rent-A-Car January 2011 - February 2014
New York Life Insurance Company July 2008 - December 2010
Skills
Sales Management, Account Management, Outside Sales, Marketing, Business Development, New Business Development, Time Management, Organization, Written & Verbal..., Cold Calling, Sales, Customer Service, Customer Satisfaction, Team Building, Employee Training, Leadership, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com
Education
University of New Hampshire 2004 — 2008
Bachelor of Arts (BA), Political Science and Government
Northeast Utilities (CL&P, NSTAR, PSNH, WMECO,Yankee Gas) May 2014 - Present
Enterprise Rent-A-Car January 2011 - February 2014
New York Life Insurance Company July 2008 - December 2010
Skills
Sales Management, Account Management, Outside Sales, Marketing, Business Development, New Business Development, Time Management, Organization, Written & Verbal..., Cold Calling, Sales, Customer Service, Customer Satisfaction, Team Building, Employee Training, Leadership, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com
Education
University of New Hampshire 2004 — 2008
Bachelor of Arts (BA), Political Science and Government
John Nichols, MA John Nichols, MA's New York Life Insurance Company Experience July 2012 - Present
Job Financial Services Professional New York Life/NYLIFE Securities
Industry Insurance
Experience
New York Life Insurance Company July 2012 - Present
Coloradoans For Nebraska 2015 - 2015
Coloradoans For Nebraska 2015 - 2015
Coloradoans For Nebraska 2015 - 2015
Lyons High School June 1994 - May 2012
Skills
Email Marketing, Social Media, Social Media Marketing, Trade Shows, SEO, Editing, Coaching, Research, Social Networking, Leadership, Community Outreach, Customer Service, Retirement Planning, Time Management, Strategy
Education
University of Nebraska-Lincoln 1983 — 1987
Bachelor's degree, History
Columbine High School
New York Life Insurance Company July 2012 - Present
Coloradoans For Nebraska 2015 - 2015
Coloradoans For Nebraska 2015 - 2015
Coloradoans For Nebraska 2015 - 2015
Lyons High School June 1994 - May 2012
Skills
Email Marketing, Social Media, Social Media Marketing, Trade Shows, SEO, Editing, Coaching, Research, Social Networking, Leadership, Community Outreach, Customer Service, Retirement Planning, Time Management, Strategy
Education
University of Nebraska-Lincoln 1983 — 1987
Bachelor's degree, History
Columbine High School
Jonathon Olivas, LUTCF's New York Life Insurance Company Experience November 2007 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC November 2007 - Present
New York Life Insurance Company November 2007 - Present
Innovative Communications Systems, LLC June 2005 - November 2007
Skills
Insurance, Retirement, Retirement Planning, Life Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, LUTCF, Small Business, Investments, Protection..., Licensed Long-Term Care..., Key Person Protection, Fixed Annuities, Finance, IRAs, Financial Services, Long Term Care Insurance, Securities
Education
University of Nevada-Reno
NYLIFE Securities LLC November 2007 - Present
New York Life Insurance Company November 2007 - Present
Innovative Communications Systems, LLC June 2005 - November 2007
Skills
Insurance, Retirement, Retirement Planning, Life Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, LUTCF, Small Business, Investments, Protection..., Licensed Long-Term Care..., Key Person Protection, Fixed Annuities, Finance, IRAs, Financial Services, Long Term Care Insurance, Securities
Education
University of Nevada-Reno
Miguel Cebollero Miguel Cebollero's New York Life Insurance Company Experience July 2013 - Present
Job
Industry Computer Software
Experience
New York Life Insurance Company July 2013 - Present
Apress June 2014 - February 2015
eMason, Inc. August 2012 - July 2013
Bunch & Associates August 2011 - August 2012
Inmar, Technology Solutions March 2008 - June 2011
Triad SQL Server User Group October 2002 - May 2011
Republic Mortgage Insurance Corporation February 2002 - March 2008
Software Architects December 1998 - January 2002
Skills
SQL, Database Administration, SSIS, SQL Server, SSRS, SSAS, Clustering, IT Management, Microsoft SQL Server, T-SQL, Data Warehousing, Database Design, Databases, Business Intelligence, ETL, SDLC, Data Modeling, SQL Tuning, Agile Methodologies, Disaster Recovery, TFS, Replication, Performance Tuning, Stored Procedures, Data Integration, DTS, Relational Databases, OLAP, Analysis Services, Cluster, Oracle, PL/SQL, VB.NET, Visio, Crystal Reports, High Availability, Visual Studio, Enterprise Architecture, .NET, Data Migration, Architecture, Systems Analysis, ASP.NET, System Administration, Web Applications, Security, Enterprise Software, IIS, Visual Basic, VBScript
Education
University of North Carolina at Greensboro 2005 — 2008
Master of Science (M.S.), Management Information Systems and Services
University of Tampa 1996 — 1998
Bachelor's of Science, Computer and Information Sciences, General
New York Life Insurance Company July 2013 - Present
Apress June 2014 - February 2015
eMason, Inc. August 2012 - July 2013
Bunch & Associates August 2011 - August 2012
Inmar, Technology Solutions March 2008 - June 2011
Triad SQL Server User Group October 2002 - May 2011
Republic Mortgage Insurance Corporation February 2002 - March 2008
Software Architects December 1998 - January 2002
Skills
SQL, Database Administration, SSIS, SQL Server, SSRS, SSAS, Clustering, IT Management, Microsoft SQL Server, T-SQL, Data Warehousing, Database Design, Databases, Business Intelligence, ETL, SDLC, Data Modeling, SQL Tuning, Agile Methodologies, Disaster Recovery, TFS, Replication, Performance Tuning, Stored Procedures, Data Integration, DTS, Relational Databases, OLAP, Analysis Services, Cluster, Oracle, PL/SQL, VB.NET, Visio, Crystal Reports, High Availability, Visual Studio, Enterprise Architecture, .NET, Data Migration, Architecture, Systems Analysis, ASP.NET, System Administration, Web Applications, Security, Enterprise Software, IIS, Visual Basic, VBScript
Education
University of North Carolina at Greensboro 2005 — 2008
Master of Science (M.S.), Management Information Systems and Services
University of Tampa 1996 — 1998
Bachelor's of Science, Computer and Information Sciences, General
Saibra Harvey's New York Life Insurance Company Experience August 2014 - May 2015
Job Skopos Financial
Industry Financial Services
Experience
Skopos Financial May 2015 - Present
New York Life Insurance Company August 2014 - May 2015
DriveTime January 2013 - July 2014
Connect DFW- marketing and advertising July 2012 - December 2012
Royal Oaks Country Club October 2011 - June 2012
Ridglea Country Club May 2011 - September 2011
Kroger July 2009 - May 2011
martin high scool August 2005 - May 2007
Skills
Muti-tasker, Organizing, Telephone Skills, Customer Service, Hospitality, Food, Inventory Management, Retail, Data Entry, Hospitality Industry, Training, Time Management, Teamwork, Public Speaking, Menu Development, Sales, Food Service, Food, Hospitality Management, Team Building, Close Attention to..., Employee Training, Microsoft Word, Customer Satisfaction, Event Planning, Social Networking, Leadership, Microsoft Office, Event Management, Microsoft Excel, PowerPoint, Restaurants, Outlook
Education
University of North Texas 2007 — 2012
B.S., Hospitality
James W. Martin High School 2004 — 2007
Diploma
Skopos Financial May 2015 - Present
New York Life Insurance Company August 2014 - May 2015
DriveTime January 2013 - July 2014
Connect DFW- marketing and advertising July 2012 - December 2012
Royal Oaks Country Club October 2011 - June 2012
Ridglea Country Club May 2011 - September 2011
Kroger July 2009 - May 2011
martin high scool August 2005 - May 2007
Skills
Muti-tasker, Organizing, Telephone Skills, Customer Service, Hospitality, Food, Inventory Management, Retail, Data Entry, Hospitality Industry, Training, Time Management, Teamwork, Public Speaking, Menu Development, Sales, Food Service, Food, Hospitality Management, Team Building, Close Attention to..., Employee Training, Microsoft Word, Customer Satisfaction, Event Planning, Social Networking, Leadership, Microsoft Office, Event Management, Microsoft Excel, PowerPoint, Restaurants, Outlook
Education
University of North Texas 2007 — 2012
B.S., Hospitality
James W. Martin High School 2004 — 2007
Diploma
Tamara Wilt ASA, MAAA Tamara Wilt ASA, MAAA's New York Life Insurance Company Experience March 2015 - Present
Job Life and Health Actuarial Subcontractor
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
Actuarial Resources Corp of GA November 2012 - Present
Aon Hewitt August 2013 - August 2015
Freedom Scientific July 2014 - November 2014
Actuarial Resources Corp of GA November 2009 - November 2012
Aon January 2008 - September 2009
Actuarial Resources Corporation May 2007 - August 2007
National Agricultural Statistics Service May 2006 - August 2006
Northwestern Mutual May 2005 - December 2005
Skills
Actuarial Science, Insurance, Prophet, Solvency II, Actuaries, Life Insurance, ALM, Fixed Annuities, General Insurance, Financial Risk, Health Insurance, Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Health Care Reform, Pricing, IBNR
Education
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Business Administration (B.B.A.), Actuarial Science
New York Life Insurance Company March 2015 - Present
Actuarial Resources Corp of GA November 2012 - Present
Aon Hewitt August 2013 - August 2015
Freedom Scientific July 2014 - November 2014
Actuarial Resources Corp of GA November 2009 - November 2012
Aon January 2008 - September 2009
Actuarial Resources Corporation May 2007 - August 2007
National Agricultural Statistics Service May 2006 - August 2006
Northwestern Mutual May 2005 - December 2005
Skills
Actuarial Science, Insurance, Prophet, Solvency II, Actuaries, Life Insurance, ALM, Fixed Annuities, General Insurance, Financial Risk, Health Insurance, Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Health Care Reform, Pricing, IBNR
Education
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Business Administration (B.B.A.), Actuarial Science
Tony Boots Tony Boots's New York Life Insurance Company Experience May 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
Skills
Insurance, Management, Team Building, Public Relations, Finance
Education
University of Nebraska-Lincoln 1986 — 1990
College of Journalism
New York Life Insurance Company May 2014 - Present
Skills
Insurance, Management, Team Building, Public Relations, Finance
Education
University of Nebraska-Lincoln 1986 — 1990
College of Journalism
Justin L. Olsen's New York Life Insurance Company Experience August 2007 - October 2008
Job Agency Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC October 2014 - Present
AAA - The Auto Club Group April 2014 - October 2014
The Olsen Capital Group October 2008 - April 2014
New York Life Insurance Company August 2007 - October 2008
SML Capital September 2004 - August 2007
Skills
Insurance, Retirement Planning, Annuities, Long Term Care, Estate Planning, Health Insurance, Term Life Insurance, Universal Life, Whole Life, Disability Insurance, Employee Benefits, Business Planning, Retirement, Wealth Preservation, Wealth Transfer Planning, Fixed Annuities, Financial Services, Wealth Management
Education
University of Nevada-Las Vegas - College of Business
Finance, Finance, General
Allstate Financial Services, LLC October 2014 - Present
AAA - The Auto Club Group April 2014 - October 2014
The Olsen Capital Group October 2008 - April 2014
New York Life Insurance Company August 2007 - October 2008
SML Capital September 2004 - August 2007
Skills
Insurance, Retirement Planning, Annuities, Long Term Care, Estate Planning, Health Insurance, Term Life Insurance, Universal Life, Whole Life, Disability Insurance, Employee Benefits, Business Planning, Retirement, Wealth Preservation, Wealth Transfer Planning, Fixed Annuities, Financial Services, Wealth Management
Education
University of Nevada-Las Vegas - College of Business
Finance, Finance, General
Maleen Olson's New York Life Insurance Company Experience October 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Annuity Sales, Licensed in Long Term..., Retirement Planning
Education
University of Nevada-Las Vegas 2000 — 2004
New York Life Insurance Company October 2014 - Present
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Annuity Sales, Licensed in Long Term..., Retirement Planning
Education
University of Nevada-Las Vegas 2000 — 2004
Don Pendleton's New York Life Insurance Company Experience November 2014 - Present
Job Passionate New York Life agent, active member of the Mobile community, blessed father of two and a loving husband.
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
Skills
Financial Analysis, Long Term Care Insurance, Estate Planning, Education Funding, Life Insurance, Term Life Insurance, Legacy Giving, Fixed Annuities, Sales Management
Education
University of New Orleans
Marketing
New York Life Insurance Company November 2014 - Present
Skills
Financial Analysis, Long Term Care Insurance, Estate Planning, Education Funding, Life Insurance, Term Life Insurance, Legacy Giving, Fixed Annuities, Sales Management
Education
University of New Orleans
Marketing
Scott Campbell, II Scott Campbell, II's New York Life Insurance Company Experience June 2013 - Present
Job New York Life Insurance agent
Industry Individual & Family Services
Experience
New York Life Insurance Company June 2013 - Present
All Florida Soft Water May 2010 - November 2012
Julington Creek Animal Hospital September 2008 - September 2010
Beach and Hinson Construction April 2009 - September 2009
Skills
Strategic Planning, Analysis, Permanent Life Insurance, Customer Service, Public Speaking, Social Networking, Social Media, Long-term Customer..., Long-term Care, Retirement Income..., Leadership, Research
Education
University of North Florida - College of Business Administration 2009 — 2015
Bachelor of Arts (B.A.), Major: Financial Service; Minor: Finance, General, Senior
Bartram Trail HS 2005 — 2009
New York Life Insurance Company June 2013 - Present
All Florida Soft Water May 2010 - November 2012
Julington Creek Animal Hospital September 2008 - September 2010
Beach and Hinson Construction April 2009 - September 2009
Skills
Strategic Planning, Analysis, Permanent Life Insurance, Customer Service, Public Speaking, Social Networking, Social Media, Long-term Customer..., Long-term Care, Retirement Income..., Leadership, Research
Education
University of North Florida - College of Business Administration 2009 — 2015
Bachelor of Arts (B.A.), Major: Financial Service; Minor: Finance, General, Senior
Bartram Trail HS 2005 — 2009
Daniel Durst Daniel Durst's New York Life Insurance Company Experience March 2014 - July 2014
Job Account Executive at Rehearsal Video RolePlay
Industry Computer Software
Experience
Rehearsal Video Role-Play June 2014 - Present
New York Life Insurance Company March 2014 - July 2014
Sierra Nevada Corporation March 2013 - August 2013
Bally Technologies March 2012 - March 2013
Patagonia April 2010 - April 2012
Wells Fargo October 2009 - February 2010
Skills
Google+, Sales, HR Software, HR Systems, Human Resource Planning, Human Resource..., HR Policy Formulation, Employment-based..., Human Resources, Sportswear, Footwear, Retail, Customer Service, Ski, Outdoor Recreation, Fit, Sports, Blogging, Social Media Blogging, Tech Packs, Backpacking, Outdoor Adventures, Soundbooth, Monitor Mixing, Musicians, Bible Study, Christian Leadership, Spiritual Warfare, Exhortation, Organizational..., Time Management, Music, Sales Operations
Education
University of Nevada-Reno 2009 — 2014
Bachelor of Science (BS), Business Administration and Management, General, Graduate
Rehearsal Video Role-Play June 2014 - Present
New York Life Insurance Company March 2014 - July 2014
Sierra Nevada Corporation March 2013 - August 2013
Bally Technologies March 2012 - March 2013
Patagonia April 2010 - April 2012
Wells Fargo October 2009 - February 2010
Skills
Google+, Sales, HR Software, HR Systems, Human Resource Planning, Human Resource..., HR Policy Formulation, Employment-based..., Human Resources, Sportswear, Footwear, Retail, Customer Service, Ski, Outdoor Recreation, Fit, Sports, Blogging, Social Media Blogging, Tech Packs, Backpacking, Outdoor Adventures, Soundbooth, Monitor Mixing, Musicians, Bible Study, Christian Leadership, Spiritual Warfare, Exhortation, Organizational..., Time Management, Music, Sales Operations
Education
University of Nevada-Reno 2009 — 2014
Bachelor of Science (BS), Business Administration and Management, General, Graduate
Charles Mednick's New York Life Insurance Company Experience January 2014 - September 2014
Job Brooks Brothers Management
Industry Retail
Experience
Brooks Brothers July 2014 - Present
New York Life Insurance Company January 2014 - September 2014
American Eagle Outfitters August 2012 - December 2013
White House Black Market May 2011 - August 2012
Ann Taylor LOFT October 2001 - May 2011
Skills
Store Management, Store Operations, Driving Results, Sales, Customer Service, POS, Hiring, Inventory Control, Associate Development
Education
University of New Orleans
Bachelor of Science (B.S.), Marketing
Brooks Brothers July 2014 - Present
New York Life Insurance Company January 2014 - September 2014
American Eagle Outfitters August 2012 - December 2013
White House Black Market May 2011 - August 2012
Ann Taylor LOFT October 2001 - May 2011
Skills
Store Management, Store Operations, Driving Results, Sales, Customer Service, POS, Hiring, Inventory Control, Associate Development
Education
University of New Orleans
Bachelor of Science (B.S.), Marketing
Monica Bowser, MBA's New York Life Insurance Company Experience January 2009 - January 2011
Job Marketing Coordinator at Otto Environmental Systems North America, Inc.
Industry Machinery
Experience
Otto Environmental Systems North America, Inc. August 2015 - Present
Murata Machinery USA, Inc July 2014 - August 2015
Murata Machinery USA, Inc. June 2013 - June 2014
New York Life Insurance Company January 2009 - January 2011
Skills
Marketing, Marketing Strategy, Machine Tools, manufacturing, Metal Fabrication, CNC Manufacturing, Adobe Creative Suite, Digital Media, Advertising, Management, Manufacturing, Lean Manufacturing, Product Development, Customer Service, Market Research, Process Improvement, Microsoft Office, New Business Development, Continuous Improvement, Leadership
Education
Winthrop University 2007 — 2009
Master of Business Administration (M.B.A.), International Business
University of North Carolina at Charlotte 2003 — 2007
Bachelor's Degree, International Business
Dreher High School 1999 — 2003
High School
Otto Environmental Systems North America, Inc. August 2015 - Present
Murata Machinery USA, Inc July 2014 - August 2015
Murata Machinery USA, Inc. June 2013 - June 2014
New York Life Insurance Company January 2009 - January 2011
Skills
Marketing, Marketing Strategy, Machine Tools, manufacturing, Metal Fabrication, CNC Manufacturing, Adobe Creative Suite, Digital Media, Advertising, Management, Manufacturing, Lean Manufacturing, Product Development, Customer Service, Market Research, Process Improvement, Microsoft Office, New Business Development, Continuous Improvement, Leadership
Education
Winthrop University 2007 — 2009
Master of Business Administration (M.B.A.), International Business
University of North Carolina at Charlotte 2003 — 2007
Bachelor's Degree, International Business
Dreher High School 1999 — 2003
High School
Justin Pettit Justin Pettit's New York Life Insurance Company Experience May 2010 - Present
Job Partner at Booth Feeds
Industry Financial Services
Experience
Booth Feeds March 2014 - Present
New York Life Insurance Company May 2010 - Present
Star City Motor Sports March 2003 - March 2010
Skills
Disability Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Business Planning, Employee Benefits, Sales, Insurance, Retirement, Universal Life, Life Insurance, 401k, Health Insurance, IRAs, Small Business
Education
Millard North 1998 — 2001
University of Nebraska-Lincoln
Business, Management, Marketing, and Related Support Services
Booth Feeds March 2014 - Present
New York Life Insurance Company May 2010 - Present
Star City Motor Sports March 2003 - March 2010
Skills
Disability Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Business Planning, Employee Benefits, Sales, Insurance, Retirement, Universal Life, Life Insurance, 401k, Health Insurance, IRAs, Small Business
Education
Millard North 1998 — 2001
University of Nebraska-Lincoln
Business, Management, Marketing, and Related Support Services
Alicia DuVall Alicia DuVall's New York Life Insurance Company Experience March 2009 - July 2010
Job Commercial Insurance Agent at Shaw Insurance Agency
Industry Insurance
Experience
Shaw Insurance Agency March 2009 - Present
New York Life Insurance Company March 2009 - July 2010
State Farm August 2004 - January 2009
Progressive Insurance August 2002 - July 2004
Rough Creek Lodge December 1998 - July 2001
Bass Pro Shops February 1995 - October 1998
Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Casualty, Liability, Umbrella Insurance, Professional Liability, Commercial Lines, Insurance Brokerage, General Insurance, D&O, Legal Liability, Term Life Insurance, Life & Health Licensed, Licensed Adjuster, Licensed Property &..., Marketing, Customer Service, Sales, Life Insurance, Casualty Insurance, Sales Management
Education
University of North Texas
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Shaw Insurance Agency March 2009 - Present
New York Life Insurance Company March 2009 - July 2010
State Farm August 2004 - January 2009
Progressive Insurance August 2002 - July 2004
Rough Creek Lodge December 1998 - July 2001
Bass Pro Shops February 1995 - October 1998
Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Casualty, Liability, Umbrella Insurance, Professional Liability, Commercial Lines, Insurance Brokerage, General Insurance, D&O, Legal Liability, Term Life Insurance, Life & Health Licensed, Licensed Adjuster, Licensed Property &..., Marketing, Customer Service, Sales, Life Insurance, Casualty Insurance, Sales Management
Education
University of North Texas
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Jon Penninger's New York Life Insurance Company Experience March 2000 - March 2001
Job Loan Document Specialist Business Real Estate Financing at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo March 2010 - January 2013
Spherion September 2009 - March 2010
Bank of America July 2008 - June 2009
Contour Products, Inc. January 2006 - March 2008
Mckenney Dodge Chrysler Jeep Ram April 2005 - December 2005
Wells Fargo Advisors October 2002 - April 2005
Hewlett-Packard April 2001 - October 2002
New York Life Insurance Company March 2000 - March 2001
Vanguard May 1999 - February 2000
Skills
Investments, Sales Management, Banking, Credit, Loans, Real Estate, Customer Service, Sales, Selling, Portfolio Management, Financial Analysis, Small Business, Time Management, Refinance, Financial Services, Mortgage Lending, Investment Properties, Finance, Microsoft Office, Team Building
Education
UNC Charlotte 1989 — 1997
Bachelor of Science (BS), Finance and Commercial Banking
UNC Charlotte 1989 — 1997
Bachelor of Science (BS), Marketing
Wells Fargo January 2013 - Present
Wells Fargo March 2010 - January 2013
Spherion September 2009 - March 2010
Bank of America July 2008 - June 2009
Contour Products, Inc. January 2006 - March 2008
Mckenney Dodge Chrysler Jeep Ram April 2005 - December 2005
Wells Fargo Advisors October 2002 - April 2005
Hewlett-Packard April 2001 - October 2002
New York Life Insurance Company March 2000 - March 2001
Vanguard May 1999 - February 2000
Skills
Investments, Sales Management, Banking, Credit, Loans, Real Estate, Customer Service, Sales, Selling, Portfolio Management, Financial Analysis, Small Business, Time Management, Refinance, Financial Services, Mortgage Lending, Investment Properties, Finance, Microsoft Office, Team Building
Education
UNC Charlotte 1989 — 1997
Bachelor of Science (BS), Finance and Commercial Banking
UNC Charlotte 1989 — 1997
Bachelor of Science (BS), Marketing
Craig L. Bryant Craig L. Bryant's New York Life Insurance Company Experience 1994 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 1994 - Present
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, IRAs, Investments, 401k Rollovers, Retirement Planning, Buy-sell Agreements, 529 Plans, Annuity Sales, Variable Life, Variable Annuities, Mutual Funds
Education
University of North Alabama
New York Life Insurance Company 1994 - Present
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, IRAs, Investments, 401k Rollovers, Retirement Planning, Buy-sell Agreements, 529 Plans, Annuity Sales, Variable Life, Variable Annuities, Mutual Funds
Education
University of North Alabama
Darren Macfee's New York Life Insurance Company Experience September 2012 - May 2013
Job Podcast Host | Blogger | Mastermind Facilitator Curiositist | Husband | Father
Industry Nonprofit Organization Management
Experience
Nonprofit Wizards July 2014 - Present
Fulwider Macfee June 2013 - June 2014
New York Life Insurance Company September 2012 - May 2013
Lincoln Children's Museum August 2006 - July 2012
Madonna Rehab Hospital April 2000 - July 2006
U.S. Bank August 1998 - April 2000
Arbor Day Foundation September 1995 - July 1998
Skills
Goal Setting, Budget Setting, Public Speaking, Personal Finance, Legacies, Leadership Development, Business Strategy, Non-profit..., Fundraising, Planned Giving, Productivity, Financial Systems Design, Operating Systems Design
Education
University of Nebraska-Lincoln 1993 — 1997
BS, Agribusiness
Decatur Community High School
Nonprofit Wizards July 2014 - Present
Fulwider Macfee June 2013 - June 2014
New York Life Insurance Company September 2012 - May 2013
Lincoln Children's Museum August 2006 - July 2012
Madonna Rehab Hospital April 2000 - July 2006
U.S. Bank August 1998 - April 2000
Arbor Day Foundation September 1995 - July 1998
Skills
Goal Setting, Budget Setting, Public Speaking, Personal Finance, Legacies, Leadership Development, Business Strategy, Non-profit..., Fundraising, Planned Giving, Productivity, Financial Systems Design, Operating Systems Design
Education
University of Nebraska-Lincoln 1993 — 1997
BS, Agribusiness
Decatur Community High School
Tom McNeil, CFP, CLU, ChFC Tom McNeil, CFP, CLU, ChFC's New York Life Insurance Company Experience December 1982 - June 1989
Job Regional Sales Director Independently Contracted with Midland National® Life Insurance Company
Industry Insurance
Experience
Midland National Life Insurance Company 1997 - Present
Fortis Financial Group June 1993 - May 1997
The Acacia Group LLC June 1989 - May 1993
New York Life Insurance Company December 1982 - June 1989
Skills
Insurance, Life Insurance, Estate Planning, Retirement Planning, Whole Life, Term Life Insurance, Strategic Financial..., Financial Advisory, Team Building, Leadership, Strategic Planning, Recruiting, IRAs, Wealth Management, Series 6, Retirement, Fixed Annuities, Series 7, Disability Insurance, Sales Management, Securities, Series 63, Marketing Strategy, Public Speaking, Coaching, Brokers, Marketing
Education
University of North Carolina at Charlotte 1977 — 1980
Bachelor's Degree
Lees McRae College 1976 — 1977
East Gaston 1973 — 1976
High School diploma, N/A
Midland National Life Insurance Company 1997 - Present
Fortis Financial Group June 1993 - May 1997
The Acacia Group LLC June 1989 - May 1993
New York Life Insurance Company December 1982 - June 1989
Skills
Insurance, Life Insurance, Estate Planning, Retirement Planning, Whole Life, Term Life Insurance, Strategic Financial..., Financial Advisory, Team Building, Leadership, Strategic Planning, Recruiting, IRAs, Wealth Management, Series 6, Retirement, Fixed Annuities, Series 7, Disability Insurance, Sales Management, Securities, Series 63, Marketing Strategy, Public Speaking, Coaching, Brokers, Marketing
Education
University of North Carolina at Charlotte 1977 — 1980
Bachelor's Degree
Lees McRae College 1976 — 1977
East Gaston 1973 — 1976
High School diploma, N/A
Kathy Foote Kathy Foote's New York Life Insurance Company Experience January 2011 - December 2011
Job The HCI Group
Industry Hospital & Health Care
Experience
The Ponte Vedra Inn & Club January 2012 - Present
University of North Florida January 2012 - Present
The HCI Group 2012 - Present
New York Life Insurance Company January 2011 - December 2011
Kids With Character January 2007 - December 2010
The Dalton Agency January 2006 - December 2006
YMCA August 2002 - January 2006
Skills
Healthcare, Healthcare Information..., Epic Systems, GoLive, EHR, CPOE, EMR, Cerner, Microsoft Office, Customer Service, Microsoft Excel, Hospitals, Project Management, PowerPoint, Microsoft Word, Sales, Training, Team Leadership, Software Documentation, Strategic Planning, Graphic Design, Geological Mapping, Applicant Tracking..., Informatics, Inpatient, Museums, Yoga, OpTime, ClinDoc, Management, ASAP, ICU, Hair Straightening, Painting, Music, Ambulatory, Drawing, Recruiting, Artistry, Healthcare Management
Education
University of North Florida 2002 — 2006
Graphic Design
The Ponte Vedra Inn & Club January 2012 - Present
University of North Florida January 2012 - Present
The HCI Group 2012 - Present
New York Life Insurance Company January 2011 - December 2011
Kids With Character January 2007 - December 2010
The Dalton Agency January 2006 - December 2006
YMCA August 2002 - January 2006
Skills
Healthcare, Healthcare Information..., Epic Systems, GoLive, EHR, CPOE, EMR, Cerner, Microsoft Office, Customer Service, Microsoft Excel, Hospitals, Project Management, PowerPoint, Microsoft Word, Sales, Training, Team Leadership, Software Documentation, Strategic Planning, Graphic Design, Geological Mapping, Applicant Tracking..., Informatics, Inpatient, Museums, Yoga, OpTime, ClinDoc, Management, ASAP, ICU, Hair Straightening, Painting, Music, Ambulatory, Drawing, Recruiting, Artistry, Healthcare Management
Education
University of North Florida 2002 — 2006
Graphic Design
Cheri Patterson Cheri Patterson's New York Life Insurance Company Experience February 1987 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company February 1987 - Present
NYLIFE Securities LLC February 1987 - Present
Skills
Estate Planning, Retirement Planning, Asset Allocation, Life Insurance, Marketing, Sales, Leadership, Customer Service, Selling, Risk Management, Public Speaking, Management, Contract Negotiation, Team Building, Special Needs Trusts, Insurance, Mutual Funds, Time Management, Wealth Management, Annuity Sales, 401k Rollovers, Small Business, Long Term Care Insurance, Long-term Care, Strategic Planning, IRAs, Wealth Preservation..., 401k
Education
NMHS
NMHS
UNCC
Bachelor of Arts (B.A.), Spanish / Political Science
New York Life Insurance Company February 1987 - Present
NYLIFE Securities LLC February 1987 - Present
Skills
Estate Planning, Retirement Planning, Asset Allocation, Life Insurance, Marketing, Sales, Leadership, Customer Service, Selling, Risk Management, Public Speaking, Management, Contract Negotiation, Team Building, Special Needs Trusts, Insurance, Mutual Funds, Time Management, Wealth Management, Annuity Sales, 401k Rollovers, Small Business, Long Term Care Insurance, Long-term Care, Strategic Planning, IRAs, Wealth Preservation..., 401k
Education
NMHS
NMHS
UNCC
Bachelor of Arts (B.A.), Spanish / Political Science
Kristen Chambers Kristen Chambers's New York Life Insurance Company Experience April 2010 - Present
Job Financial Advisor at New York Life
Industry Financial Services
Experience
New York Life Insurance Company April 2010 - Present
Skills
Mutual Funds, Retirement, Life Insurance, Asset Management, Long-term Care, Finance, Securities, Bonds, Time Management, Fixed Annuities, Retirement Planning, Disability Insurance, Insurance, IRAs, Term Life Insurance, College Savings Plans, Roth IRA, Customer Service, Leadership, Small Business
Education
University of North Carolina at Greensboro 1997 — 2000
BS, Finance
New York Life Insurance Company April 2010 - Present
Skills
Mutual Funds, Retirement, Life Insurance, Asset Management, Long-term Care, Finance, Securities, Bonds, Time Management, Fixed Annuities, Retirement Planning, Disability Insurance, Insurance, IRAs, Term Life Insurance, College Savings Plans, Roth IRA, Customer Service, Leadership, Small Business
Education
University of North Carolina at Greensboro 1997 — 2000
BS, Finance
Stephen L. Smith Stephen L. Smith's New York Life Insurance Company Experience July 2013 - Present
Job REMAX/Advantage
Industry Real Estate
Experience
New York Life Insurance Company July 2013 - Present
Skills
EMT, Personal Training, Nutrition, Training, Fitness, Customer Satisfaction, Wellness Coaching, Fitness Training, Exercise Physiology, Strength Training, Licensed Life & Health..., Finance, Long Term Care Insurance, Annuity Sales
Education
University of Nevada-Reno 1991 — 1996
Bachelor of Science, Health Science
Key Realty School
New York Life Insurance Company July 2013 - Present
Skills
EMT, Personal Training, Nutrition, Training, Fitness, Customer Satisfaction, Wellness Coaching, Fitness Training, Exercise Physiology, Strength Training, Licensed Life & Health..., Finance, Long Term Care Insurance, Annuity Sales
Education
University of Nevada-Reno 1991 — 1996
Bachelor of Science, Health Science
Key Realty School
Cham Mehaffey, CLU, ChFC, CLTC, AEP's New York Life Insurance Company Experience November 1980 - April 2001
Job Financial Services Professional at Massachusetts Mutual Louisiana
Industry Financial Services
Experience
MassMutual Louisiana November 2004 - Present
Private Client Services of Major Banks in SoEast U.S. April 2001 - November 2004
New York Life Insurance Company November 1980 - April 2001
Alleman/New Hope Center May 1976 - November 1980
Boys'Clubs of Lafayette May 1974 - May 1976
Skills
CLU, ChFC, CLTC, AEP, Securities Principle, Registered Investment..., Financial Planners, Investment Advisory, Series 24, Fixed Annuities, Investment Management, Long-term Care, Estate Tax Planning, Retirement Planning, Retirement, Disability Insurance, High Net Worth..., Estate Planning, IRAs, Life Insurance, Term Life Insurance, Series 7, Trust Services, Insurance, College Savings Plans, Series 6, Wealth Accumulation, Small Business, Variable Annuities, Long Term Care Insurance, Series 63, Securities, Wealth Management, Mutual Funds, Strategic Financial..., Whole Life, Financial Services, Financial Advisory, Asset Allocation, Wealth Management..., Wealth, Financial Planning
Education
University of Southwestern LA 1974 — 1976
BS, Sociology
University of New Orleans 1972 — 1974
Business
MassMutual Louisiana November 2004 - Present
Private Client Services of Major Banks in SoEast U.S. April 2001 - November 2004
New York Life Insurance Company November 1980 - April 2001
Alleman/New Hope Center May 1976 - November 1980
Boys'Clubs of Lafayette May 1974 - May 1976
Skills
CLU, ChFC, CLTC, AEP, Securities Principle, Registered Investment..., Financial Planners, Investment Advisory, Series 24, Fixed Annuities, Investment Management, Long-term Care, Estate Tax Planning, Retirement Planning, Retirement, Disability Insurance, High Net Worth..., Estate Planning, IRAs, Life Insurance, Term Life Insurance, Series 7, Trust Services, Insurance, College Savings Plans, Series 6, Wealth Accumulation, Small Business, Variable Annuities, Long Term Care Insurance, Series 63, Securities, Wealth Management, Mutual Funds, Strategic Financial..., Whole Life, Financial Services, Financial Advisory, Asset Allocation, Wealth Management..., Wealth, Financial Planning
Education
University of Southwestern LA 1974 — 1976
BS, Sociology
University of New Orleans 1972 — 1974
Business
Harold Bowers ,Jr Harold Bowers ,Jr's New York Life Insurance Company Experience 2010 - 2011
Job Agent/ Advisor /Broker
Industry Financial Services
Experience
Harold J Bowers, Jr December 2012 - Present
New York Life Insurance Company 2010 - 2011
Skills
Retirement Planning, Life Insurance, Strategic Financial..., Term Life Insurance, Small Business, Disability Insurance, Estate Planning, Retirement, Finance, Long-term Care, Financial Services, Fixed Annuities, Insurance, Asset Allocation
Education
University of North Carolina at Chapel Hill 1985 — 1990
Economics, Business
Harold J Bowers, Jr December 2012 - Present
New York Life Insurance Company 2010 - 2011
Skills
Retirement Planning, Life Insurance, Strategic Financial..., Term Life Insurance, Small Business, Disability Insurance, Estate Planning, Retirement, Finance, Long-term Care, Financial Services, Fixed Annuities, Insurance, Asset Allocation
Education
University of North Carolina at Chapel Hill 1985 — 1990
Economics, Business
Amanda Rollins Amanda Rollins's New York Life Insurance Company Experience July 2006 - Present
Job Senior Administrative Secretary and Marketing Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2006 - Present
Skills
Lotus Notes, Outlook, Administrative..., Spreadsheets, Microsoft Excel, Data Entry, PowerPoint, Expenses, Microsoft Word, Customer Service, Sales, Employee Relations, Employee Benefits, Event Planning, Training, Human Resources, Insurance, Leadership, Marketing, Management, Fixed Annuities, Team Building, Coaching, Term Life Insurance, Life Insurance, Retirement, 401k, Estate Planning
Education
University of North Texas 1987 — 2001
BSW, Bachelor's of Social Work
New York Life Insurance Company July 2006 - Present
Skills
Lotus Notes, Outlook, Administrative..., Spreadsheets, Microsoft Excel, Data Entry, PowerPoint, Expenses, Microsoft Word, Customer Service, Sales, Employee Relations, Employee Benefits, Event Planning, Training, Human Resources, Insurance, Leadership, Marketing, Management, Fixed Annuities, Team Building, Coaching, Term Life Insurance, Life Insurance, Retirement, 401k, Estate Planning
Education
University of North Texas 1987 — 2001
BSW, Bachelor's of Social Work
Curt Henderson Curt Henderson's New York Life Insurance Company Experience July 2007 - Present
Job Agent at New York Life
Industry Financial Services
Experience
New York Life Insurance Company July 2007 - Present
Northwestern Mutual January 2007 - July 2007
Education
University of North Texas 1999 — 2004
BS, Biology, Exercise Science
New York Life Insurance Company July 2007 - Present
Northwestern Mutual January 2007 - July 2007
Education
University of North Texas 1999 — 2004
BS, Biology, Exercise Science
Brent Novotny Brent Novotny's New York Life Insurance Company Experience August 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company December 2014 - December 2014
Aspen Athletic Clubs February 2012 - August 2014
Husker Auto Group February 2013 - May 2013
Star City Motor Sports April 2007 - August 2011
STAR CITY MOTOR SPORTS April 2007 - August 2011
Skills
Sales, 401k Rollovers, IRA Rollovers, Life Insurance, 403b Rollovers, Licensed in Long-term...
Education
University of Nebraska-Lincoln 2006 — 2011
Bachelor's degree, Dietetics and Clinical Nutrition Services
University of Nebraska-Lincoln 2006 — 2011
Bachelors Degree Graduate, Nutrition, Exercise, and Health Sciences
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company December 2014 - December 2014
Aspen Athletic Clubs February 2012 - August 2014
Husker Auto Group February 2013 - May 2013
Star City Motor Sports April 2007 - August 2011
STAR CITY MOTOR SPORTS April 2007 - August 2011
Skills
Sales, 401k Rollovers, IRA Rollovers, Life Insurance, 403b Rollovers, Licensed in Long-term...
Education
University of Nebraska-Lincoln 2006 — 2011
Bachelor's degree, Dietetics and Clinical Nutrition Services
University of Nebraska-Lincoln 2006 — 2011
Bachelors Degree Graduate, Nutrition, Exercise, and Health Sciences
Reanna Nicholsen Reanna Nicholsen's New York Life Insurance Company Experience June 2013 - Present
Job Actuarial Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company May 2012 - August 2012
Ameritas Life Insurance Corporation May 2011 - May 2012
Skills
Statistics, VBA, Microsoft Excel, Insurance, Prophet, R, Microsoft Word, Leadership, Analysis, Actuarial Science, Actuaries
Education
University of Nebraska-Lincoln 2009 — 2013
BSBA, Actuarial Science, Senior
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company May 2012 - August 2012
Ameritas Life Insurance Corporation May 2011 - May 2012
Skills
Statistics, VBA, Microsoft Excel, Insurance, Prophet, R, Microsoft Word, Leadership, Analysis, Actuarial Science, Actuaries
Education
University of Nebraska-Lincoln 2009 — 2013
BSBA, Actuarial Science, Senior
Andrew Orth Andrew Orth's New York Life Insurance Company Experience June 2010 - Present
Job Financial Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2010 - Present
Incisive Media April 2002 - February 2009
Moon Crescent Studios September 2000 - March 2001
Eckland Consultants Inc. January 1998 - August 2000
Skills
Finance, Estate Law, Asset Managment, Investments, Strategic Planning, Marketing, Mutual Funds, Financial Analysis, New Business Development, Real Estate, Insurance, Due Diligence, Portfolio Management, Asset Management, Business Development, Leadership, Retirement Planning
Education
University of Northern Colorado 1993 — 1994
Business; Psychology
New York Life Insurance Company June 2010 - Present
Incisive Media April 2002 - February 2009
Moon Crescent Studios September 2000 - March 2001
Eckland Consultants Inc. January 1998 - August 2000
Skills
Finance, Estate Law, Asset Managment, Investments, Strategic Planning, Marketing, Mutual Funds, Financial Analysis, New Business Development, Real Estate, Insurance, Due Diligence, Portfolio Management, Asset Management, Business Development, Leadership, Retirement Planning
Education
University of Northern Colorado 1993 — 1994
Business; Psychology
Julie Erickson Julie Erickson's New York Life Insurance Company Experience September 2011 - December 2011
Job Regional Sales Representative
Industry Packaging and Containers
Experience
Mobile Mini Inc August 2015 - Present
Pacific Life 2012 - August 2015
New York Life Insurance Company September 2011 - December 2011
Dex One, inc 2007 - 2011
Skills
Sales, Fixed Annuities, Life Insurance, Retirement Planning, Financial Services, Series 63, Marketing, Insurance, Retirement
Education
University of Nebraska-Omaha 2008 — 2018
Master's degree, Communications
University of Nebraska-Lincoln 1995 — 2000
Bachelor of Fine Arts (B.F.A.), painting, photography and textiles, 3.7
Mobile Mini Inc August 2015 - Present
Pacific Life 2012 - August 2015
New York Life Insurance Company September 2011 - December 2011
Dex One, inc 2007 - 2011
Skills
Sales, Fixed Annuities, Life Insurance, Retirement Planning, Financial Services, Series 63, Marketing, Insurance, Retirement
Education
University of Nebraska-Omaha 2008 — 2018
Master's degree, Communications
University of Nebraska-Lincoln 1995 — 2000
Bachelor of Fine Arts (B.F.A.), painting, photography and textiles, 3.7
Jeremy McRoberts Jeremy McRoberts's New York Life Insurance Company Experience December 2012 - May 2015
Job Annuity Counselor
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
NYLIFE Securities LLC December 2012 - May 2015
New York Life Insurance Company December 2012 - May 2015
COUNTRY® Financial February 2009 - October 2011
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Disability Insurance, IRAs, Financial Services, Finance, Small Business, Long Term Care Insurance, Long-term Care, Life Insurance, Investments, Estate Planning, Wealth Accumulation, 401k Rollovers, Asset Protection, Annuity Sales, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Succession Planning, Wealth Preservation..., Time Management, Effective Communication, Legacies, Licensed in Long-Term..., Multi-Generational..., Multi-Generational..., Protection..., Thought Leadership, 401(k) Rollover
Education
University of Nevada-Reno
Fisher Investments June 2015 - Present
NYLIFE Securities LLC December 2012 - May 2015
New York Life Insurance Company December 2012 - May 2015
COUNTRY® Financial February 2009 - October 2011
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Disability Insurance, IRAs, Financial Services, Finance, Small Business, Long Term Care Insurance, Long-term Care, Life Insurance, Investments, Estate Planning, Wealth Accumulation, 401k Rollovers, Asset Protection, Annuity Sales, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Succession Planning, Wealth Preservation..., Time Management, Effective Communication, Legacies, Licensed in Long-Term..., Multi-Generational..., Multi-Generational..., Protection..., Thought Leadership, 401(k) Rollover
Education
University of Nevada-Reno
Shannon Stadther Shannon Stadther's New York Life Insurance Company Experience July 2012 - Present
Job Actuarial Assistant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company May 2011 - August 2011
Mutual of Omaha May 2010 - August 2010
Skills
Life Insurance, Actuarial Science, Risk Management, Access, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Statistics
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Business Administration (B.B.A.), Actuarial Science
Eastview High School 2004 — 2008
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company May 2011 - August 2011
Mutual of Omaha May 2010 - August 2010
Skills
Life Insurance, Actuarial Science, Risk Management, Access, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Statistics
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Business Administration (B.B.A.), Actuarial Science
Eastview High School 2004 — 2008
Gerald Richards Gerald Richards's New York Life Insurance Company Experience March 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2011 - Present
Hertz Corporation 1996 - September 2008
Education
University of New Haven 2006 — 2008
MS, National Security and Public Safety
University of New Haven 1975 — 1979
BSc, Criminal Justice Administration
New York Life Insurance Company March 2011 - Present
Hertz Corporation 1996 - September 2008
Education
University of New Haven 2006 — 2008
MS, National Security and Public Safety
University of New Haven 1975 — 1979
BSc, Criminal Justice Administration
Brett Hartman's New York Life Insurance Company Experience July 2008 - February 2010
Job Account Manager at SunSource
Industry Industrial Automation
Experience
SunSource December 2013 - Present
Fastenal March 2010 - November 2013
New York Life Insurance Company July 2008 - February 2010
A-Plus Fencing November 2005 - July 2008
The Ritz-Carlton Hotel Company LLC 2000 - 2005
Skills
Purchasing, B2B, Inventory Management, Management, Sales, Sales Operations, Team Building, Training, Cold Calling, Sales Process, Direct Sales, Customer Service, Sales Management, New Business Development, Account Management, Contract Negotiation, Negotiation, Key Account Management, Leadership, Operations Management
Education
University of New Orleans
Marketing, Business
SunSource December 2013 - Present
Fastenal March 2010 - November 2013
New York Life Insurance Company July 2008 - February 2010
A-Plus Fencing November 2005 - July 2008
The Ritz-Carlton Hotel Company LLC 2000 - 2005
Skills
Purchasing, B2B, Inventory Management, Management, Sales, Sales Operations, Team Building, Training, Cold Calling, Sales Process, Direct Sales, Customer Service, Sales Management, New Business Development, Account Management, Contract Negotiation, Negotiation, Key Account Management, Leadership, Operations Management
Education
University of New Orleans
Marketing, Business
Seth Burney Seth Burney's New York Life Insurance Company Experience October 2011 - Present
Job Financial Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2011 - Present
Outlook Life April 2011 - September 2011
Education
University of Nebraska-Lincoln 2006 — 2011
History
New York Life Insurance Company October 2011 - Present
Outlook Life April 2011 - September 2011
Education
University of Nebraska-Lincoln 2006 — 2011
History
Edsel Campbell Edsel Campbell's New York Life Insurance Company Experience January 2011 - March 2014
Job Director of Marketing at Awakened Alternatives, Inc.
Industry Hospital & Health Care
Experience
Awakened Alternatives, Inc. March 2014 - Present
New York Life Insurance Company January 2011 - March 2014
Pfizer October 2009 - December 2009
Wyeth Pharmaceuticals 2001 - October 2009
Wyeth May 1993 - December 2000
Education
University of North Carolina at Chapel Hill
B.A., Biology
Awakened Alternatives, Inc. March 2014 - Present
New York Life Insurance Company January 2011 - March 2014
Pfizer October 2009 - December 2009
Wyeth Pharmaceuticals 2001 - October 2009
Wyeth May 1993 - December 2000
Education
University of North Carolina at Chapel Hill
B.A., Biology
![Mark Noworatzky [1,000+]](https://cdn.bearsofficialsstore.com/li/webp/83247320.webp)
Mark Noworatzky [1,000+] Mark Noworatzky [1,000+]'s New York Life Insurance Company Experience January 2008 - January 2009
Job Business Development Specialist at Best Doctors
Industry Marketing and Advertising
Experience
Best Doctors May 2014 - Present
icrunchdata February 2013 - November 2014
QuickGifts July 2012 - December 2012
The United States Gold Bureau June 2011 - October 2012
OwnLocal December 2010 - June 2011
ProfitFuel November 2009 - November 2010
New York Life Insurance Company January 2008 - January 2009
JP Stine Holdings January 2007 - January 2008
Skills
Lead Generation, Salesforce.com, SEM, Cold Calling, PPC, Social Marketing, Online Advertising, B2B Marketing, Google Adwords, Sales Process, SEO, Account Management
Education
University of North Texas 1999 — 2003
BA, Psychology
Best Doctors May 2014 - Present
icrunchdata February 2013 - November 2014
QuickGifts July 2012 - December 2012
The United States Gold Bureau June 2011 - October 2012
OwnLocal December 2010 - June 2011
ProfitFuel November 2009 - November 2010
New York Life Insurance Company January 2008 - January 2009
JP Stine Holdings January 2007 - January 2008
Skills
Lead Generation, Salesforce.com, SEM, Cold Calling, PPC, Social Marketing, Online Advertising, B2B Marketing, Google Adwords, Sales Process, SEO, Account Management
Education
University of North Texas 1999 — 2003
BA, Psychology
Alex Parrish's New York Life Insurance Company Experience February 2015 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2015 - Present
Skills
Life Insurance, Retirement Planning, Public Speaking, Public Relations, Employee Benefits, Customer Service, Leadership, Sales, Social Media, Problem Solving, Team Leadership, Marketing, Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, Hospitality, Insurance, Sales Management, Investments, Microsoft Word, Social Networking, Retirement, Management, Strategic Planning, Estate Planning
Education
University of North Alabama 2012 — 2014
Marine Biology
Freed Hardeman University 2008 — 2009
New York Life Insurance Company February 2015 - Present
Skills
Life Insurance, Retirement Planning, Public Speaking, Public Relations, Employee Benefits, Customer Service, Leadership, Sales, Social Media, Problem Solving, Team Leadership, Marketing, Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, Hospitality, Insurance, Sales Management, Investments, Microsoft Word, Social Networking, Retirement, Management, Strategic Planning, Estate Planning
Education
University of North Alabama 2012 — 2014
Marine Biology
Freed Hardeman University 2008 — 2009
Allysse Shank Allysse Shank's New York Life Insurance Company Experience September 2014 - March 2015
Job Writer
Industry Writing and Editing
Experience
Bible Study Fellowship June 2015 - August 2015
New York Life Insurance Company September 2014 - March 2015
Omni San Antonio Hotel at the Colonnade August 2013 - February 2015
Undergraduate Studies office of Exploration August 2012 - May 2013
Emerald Eagle Scholars Program June 2012 - May 2013
Promote on Purpose August 2012 - December 2012
America Reads January 2010 - December 2011
Greg Carnes Productions June 2008 - August 2008
Skills
Event Planning, Research, Social Media, Training, Marketing, Leadership, PowerPoint, Facebook, Social Networking, Microsoft Office, Microsoft Excel, Customer Service, Public Relations, Social Media Marketing, Blogging, Event Management, Time Management, Marketing Strategy, Marketing Communications, Project Management, Microsoft Word, HTML, Creative Writing, Graphic Design, Teaching, InDesign, Team Leadership, Recruiting, Online Marketing, Access, Team Building, Community Outreach, Analysis, Outlook, Troubleshooting, Adobe Creative Suite, Critical Thinking, WordPress, Teamwork, Fundraising, Web Design, Advertising, Leadership Development, Spanish, Account Management, Data Entry, Illustrator, Public Speaking, Editing, Communication
Education
University of North Texas 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies
Bible Study Fellowship June 2015 - August 2015
New York Life Insurance Company September 2014 - March 2015
Omni San Antonio Hotel at the Colonnade August 2013 - February 2015
Undergraduate Studies office of Exploration August 2012 - May 2013
Emerald Eagle Scholars Program June 2012 - May 2013
Promote on Purpose August 2012 - December 2012
America Reads January 2010 - December 2011
Greg Carnes Productions June 2008 - August 2008
Skills
Event Planning, Research, Social Media, Training, Marketing, Leadership, PowerPoint, Facebook, Social Networking, Microsoft Office, Microsoft Excel, Customer Service, Public Relations, Social Media Marketing, Blogging, Event Management, Time Management, Marketing Strategy, Marketing Communications, Project Management, Microsoft Word, HTML, Creative Writing, Graphic Design, Teaching, InDesign, Team Leadership, Recruiting, Online Marketing, Access, Team Building, Community Outreach, Analysis, Outlook, Troubleshooting, Adobe Creative Suite, Critical Thinking, WordPress, Teamwork, Fundraising, Web Design, Advertising, Leadership Development, Spanish, Account Management, Data Entry, Illustrator, Public Speaking, Editing, Communication
Education
University of North Texas 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies
Seth Burney Seth Burney's New York Life Insurance Company Experience August 2011 - February 2012
Job Business Development Manager at Madwire Media
Industry Internet
Experience
Madwire Marketing December 2012 - Present
Madwire Marketing February 2012 - December 2012
New York Life Insurance Company August 2011 - February 2012
Northwestern Mutual June 2009 - March 2011
Skills
PPC, Marketing, Online Marketing, Email Marketing, Marketing Strategy, Sales, Social Media Marketing, E-commerce, Online Advertising, SEO, Account Management, B2B Marketing, Web Marketing, Competitive Analysis, New Business Development, Sales Management, Customer Retention, Lead Generation, Management, Strategy, Business Development
Education
University of Nebraska-Lincoln 2007 — 2011
Madwire Marketing December 2012 - Present
Madwire Marketing February 2012 - December 2012
New York Life Insurance Company August 2011 - February 2012
Northwestern Mutual June 2009 - March 2011
Skills
PPC, Marketing, Online Marketing, Email Marketing, Marketing Strategy, Sales, Social Media Marketing, E-commerce, Online Advertising, SEO, Account Management, B2B Marketing, Web Marketing, Competitive Analysis, New Business Development, Sales Management, Customer Retention, Lead Generation, Management, Strategy, Business Development
Education
University of Nebraska-Lincoln 2007 — 2011
Mitch Kay CLU, CHFC, CLF Managing Partner at New York Life's New York Life Insurance Company Experience May 1994 - Present
Job Giving opportunities to those who want to build a Financial Services business, backed by a Fortune 100 company
Industry Financial Services
Experience
New York Life Insurance Company May 1994 - Present
Skills
Fixed Annuities, Long Term Care Insurance, Life Insurance, Long-term Care, Retirement, Customer Service, Estate Planning, Term Life Insurance, Retirement Planning, Disability Insurance, Leadership, Mutual Funds, Team Building, Wealth Management, IRAs, Investments, Wealth Accumulation
Education
University of North Carolina at Charlotte 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
New York Life Insurance Company May 1994 - Present
Skills
Fixed Annuities, Long Term Care Insurance, Life Insurance, Long-term Care, Retirement, Customer Service, Estate Planning, Term Life Insurance, Retirement Planning, Disability Insurance, Leadership, Mutual Funds, Team Building, Wealth Management, IRAs, Investments, Wealth Accumulation
Education
University of North Carolina at Charlotte 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Raymond Carlson Raymond Carlson's New York Life Insurance Company Experience February 2013 - Present
Job Corporate Vice President Packaged Application Software at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2013 - Present
XL Insurance October 2011 - February 2013
Hartford Steam Boiler Inspection & Insurance Company July 1997 - October 2011
SSC Technologies August 1993 - July 1997
Skills
Accounting, Financial Systems, Business Analysis, Financial Analysis, Process Improvement, SDLC, Business Intelligence, Business Process..., Vendor Management
Education
University of New Haven
M.B.A., Finance
New York Life Insurance Company February 2013 - Present
XL Insurance October 2011 - February 2013
Hartford Steam Boiler Inspection & Insurance Company July 1997 - October 2011
SSC Technologies August 1993 - July 1997
Skills
Accounting, Financial Systems, Business Analysis, Financial Analysis, Process Improvement, SDLC, Business Intelligence, Business Process..., Vendor Management
Education
University of New Haven
M.B.A., Finance
Edward Hubbs Edward Hubbs's New York Life Insurance Company Experience July 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
U S Army April 2013 - April 2015
U.S. Army August 2009 - August 2012
Huntington National Bank May 2005 - April 2008
Skills
Sales, CRM, Leadership, Financial Services, Security Clearance, Government, Insurance, Military, Military Operations, Military Experience
Education
University of Nevada 2001 — 2004
Bachelor's degree, Economics and Political Science
University of Nevada-Reno 2001 — 2004
Bachelor's degree, Economics and Political Science
New York Life Insurance Company July 2015 - Present
U S Army April 2013 - April 2015
U.S. Army August 2009 - August 2012
Huntington National Bank May 2005 - April 2008
Skills
Sales, CRM, Leadership, Financial Services, Security Clearance, Government, Insurance, Military, Military Operations, Military Experience
Education
University of Nevada 2001 — 2004
Bachelor's degree, Economics and Political Science
University of Nevada-Reno 2001 — 2004
Bachelor's degree, Economics and Political Science
Denise Blessing Denise Blessing's New York Life Insurance Company Experience November 2003 - June 2008
Job Director, Broker Channels at GuideSpark
Industry Online Media
Experience
GuideSpark September 2015 - Present
Lockton Companies November 2011 - August 2015
Etheridge July 2008 - October 2011
New York Life Insurance Company November 2003 - June 2008
Company D Communications January 1993 - October 2003
Skills
Graphic Design, Sales, Direct Mail, Marketing, Marketing Communications, Account Management, Marketing Strategy, Direct Marketing, Advertising, Strategic Planning, New Business Development, Integrated Marketing, Customer Service, Email Marketing, B2B, Budgets, Social Media Marketing, Social Networking, Brand Development, Leadership, Creative Direction
Education
University of North Texas 1982 — 1987
GuideSpark September 2015 - Present
Lockton Companies November 2011 - August 2015
Etheridge July 2008 - October 2011
New York Life Insurance Company November 2003 - June 2008
Company D Communications January 1993 - October 2003
Skills
Graphic Design, Sales, Direct Mail, Marketing, Marketing Communications, Account Management, Marketing Strategy, Direct Marketing, Advertising, Strategic Planning, New Business Development, Integrated Marketing, Customer Service, Email Marketing, B2B, Budgets, Social Media Marketing, Social Networking, Brand Development, Leadership, Creative Direction
Education
University of North Texas 1982 — 1987
Ryan DeWall Ryan DeWall's New York Life Insurance Company Experience August 2011 - March 2013
Job Sales Executive at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance January 2015 - Present
Allstate Financial March 2013 - November 2014
New York Life Insurance Company August 2011 - March 2013
AT&T 2007 - 2009
SBC 2001 - 2007
SBC 2000 - 2001
WorldCom 1999 - 2000
Skills
Account Management, Sales Management, Investments, Insurance, Retirement Planning, Negotiation, Real Estate, Sales Operations, Selling, Management, New Business Development, Sales, Business Development, Product Management, Solution Selling
Education
University of North Texas 1993 — 1996
BA, Marketing
Alamo Heights
Liberty Mutual Insurance January 2015 - Present
Allstate Financial March 2013 - November 2014
New York Life Insurance Company August 2011 - March 2013
AT&T 2007 - 2009
SBC 2001 - 2007
SBC 2000 - 2001
WorldCom 1999 - 2000
Skills
Account Management, Sales Management, Investments, Insurance, Retirement Planning, Negotiation, Real Estate, Sales Operations, Selling, Management, New Business Development, Sales, Business Development, Product Management, Solution Selling
Education
University of North Texas 1993 — 1996
BA, Marketing
Alamo Heights
Rachel DuBois's New York Life Insurance Company Experience August 2013 - Present
Job Financial Services Professional at Wahby Financial Group
Industry Financial Services
Experience
Wahby Financial Group December 2013 - Present
New York Life Insurance Company August 2013 - Present
Skills
Insurance, Retirement Planning, Disability Insurance, Long-term Care, Retirement, Investment Strategies, Fixed Annuities, Financial Services, Financial Analysis, Mutual Funds, Investments, Sales, Customer Service
Education
University of North Florida 2010 — 2011
Finance and Financial Management Services
Pope John Paul II
Wahby Financial Group December 2013 - Present
New York Life Insurance Company August 2013 - Present
Skills
Insurance, Retirement Planning, Disability Insurance, Long-term Care, Retirement, Investment Strategies, Fixed Annuities, Financial Services, Financial Analysis, Mutual Funds, Investments, Sales, Customer Service
Education
University of North Florida 2010 — 2011
Finance and Financial Management Services
Pope John Paul II
Randy T. Nichols AIF®, CLU Randy T. Nichols AIF®, CLU's New York Life Insurance Company Experience February 1985 - March 2007
Job Prospera Financial | Mossakowski & Nichols Wealth Management LLC. | Accredited Fiduciary Advisors, LLC.
Industry Financial Services
Experience
Prospera Financial Mossakowski & Nichols Wealth Management Accredited Fiduciary Advisors February 2013 - Present
MassMutual Financial Group March 2007 - February 2013
The Hartford August 2010 - August 2011
New York Life Insurance Company February 1985 - March 2007
Skills
Insurance, Estate Planning, Financial Advisory, Investment Advisory, Long Term Care, Financial Services, Life Insurance, Leadership, Long-term Care, Fixed Annuities, Strategic Financial..., Wealth Management, Recruiting, Sales Management, Finance, Wealth, Retirement Planning, Investments, Securities, Portfolio Management, Asset Allocation, Mutual Funds, IRAs, Employee Benefits, 401k, Financial Planners, Disability Insurance, Series 7, Equities, Uniform Combined State..., Investment Strategies, Wealth Accumulation, 401k Rollovers, Series 63, Series 6, Long Term Care Insurance, Retirement, Wealth Management..., Pensions, FINRA, Term Life Insurance, Variable Annuities, Personal Finance, Bonds, Alternative Investments, Asset Management, Personal Financial...
Education
University of North Texas 1976 — 1979
BA, Advertising and Marketing
Prospera Financial Mossakowski & Nichols Wealth Management Accredited Fiduciary Advisors February 2013 - Present
MassMutual Financial Group March 2007 - February 2013
The Hartford August 2010 - August 2011
New York Life Insurance Company February 1985 - March 2007
Skills
Insurance, Estate Planning, Financial Advisory, Investment Advisory, Long Term Care, Financial Services, Life Insurance, Leadership, Long-term Care, Fixed Annuities, Strategic Financial..., Wealth Management, Recruiting, Sales Management, Finance, Wealth, Retirement Planning, Investments, Securities, Portfolio Management, Asset Allocation, Mutual Funds, IRAs, Employee Benefits, 401k, Financial Planners, Disability Insurance, Series 7, Equities, Uniform Combined State..., Investment Strategies, Wealth Accumulation, 401k Rollovers, Series 63, Series 6, Long Term Care Insurance, Retirement, Wealth Management..., Pensions, FINRA, Term Life Insurance, Variable Annuities, Personal Finance, Bonds, Alternative Investments, Asset Management, Personal Financial...
Education
University of North Texas 1976 — 1979
BA, Advertising and Marketing
William Melcher William Melcher's New York Life Insurance Company Experience
Job Corporate VicePresident at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Business Analysis, Customer Service, Finance, Financial Analysis, Financial Planning, Financial Services, Insurance, Investments, Leadership, Risk Management, Business Planning, Analysis, Mutual Funds, Portfolio Management, Wealth Management
Education
University of Nebraska-Lincoln 1979 — 1983
Bachelor's degree, Psychology
New York Life Insurance Company
Skills
Business Analysis, Customer Service, Finance, Financial Analysis, Financial Planning, Financial Services, Insurance, Investments, Leadership, Risk Management, Business Planning, Analysis, Mutual Funds, Portfolio Management, Wealth Management
Education
University of Nebraska-Lincoln 1979 — 1983
Bachelor's degree, Psychology
Chan Le Chan Le's New York Life Insurance Company Experience March 2012 - July 2013
Job Agency Director at AIG Financial Network
Industry Financial Services
Experience
AIG FINANCIAL NETWORK August 2015 - Present
Chan Le Insurance Agency April 2013 - Present
New York Life Insurance Company and Nylife Securities July 2013 - August 2014
New York Life Insurance Company March 2012 - July 2013
New York Life Insurance Company June 2009 - March 2012
Self-employed 1996 - 2008
Michael G. Maloney June 1996 - February 2001
Skills
Fixed Annuities, Recruiting, Insurance, Leadership, Financial Services, Business Planning, Life Insurance, Retirement Planning, IRAs, Disability Insurance, Retirement, Long Term Care Insurance, Long-term Care, Estate Planning, Term Life Insurance, Series 6, Series 63, Mutual Funds, Wealth Accumulation
Education
University of North Texas 1998 — 1999
B.S., Criminal Justice
UNIVERISTY OF NORTH TEXAS
Bachelor's degree in criminal justice
AIG FINANCIAL NETWORK August 2015 - Present
Chan Le Insurance Agency April 2013 - Present
New York Life Insurance Company and Nylife Securities July 2013 - August 2014
New York Life Insurance Company March 2012 - July 2013
New York Life Insurance Company June 2009 - March 2012
Self-employed 1996 - 2008
Michael G. Maloney June 1996 - February 2001
Skills
Fixed Annuities, Recruiting, Insurance, Leadership, Financial Services, Business Planning, Life Insurance, Retirement Planning, IRAs, Disability Insurance, Retirement, Long Term Care Insurance, Long-term Care, Estate Planning, Term Life Insurance, Series 6, Series 63, Mutual Funds, Wealth Accumulation
Education
University of North Texas 1998 — 1999
B.S., Criminal Justice
UNIVERISTY OF NORTH TEXAS
Bachelor's degree in criminal justice
Tony Kardol's New York Life Insurance Company Experience July 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
Pryde Group Americas August 2013 - April 2015
Mistral North America March 2013 - June 2013
Starboard September 2012 - February 2013
A & O Sports August 2009 - September 2012
Vela Windsurf Resorts November 1998 - July 2009
Skills
Action Sports, Brand Development, Photography, Sports, Social Media Marketing, Entrepreneurship, Apparel, Marketing Strategy, Marketing, Product Development, Sales Management, Management, Social Media, Sales, Strategic Planning, Advertising, Event Management
Education
University of North Carolina at Greensboro 1988 — 1992
BFA
New York Life Insurance Company July 2015 - Present
Pryde Group Americas August 2013 - April 2015
Mistral North America March 2013 - June 2013
Starboard September 2012 - February 2013
A & O Sports August 2009 - September 2012
Vela Windsurf Resorts November 1998 - July 2009
Skills
Action Sports, Brand Development, Photography, Sports, Social Media Marketing, Entrepreneurship, Apparel, Marketing Strategy, Marketing, Product Development, Sales Management, Management, Social Media, Sales, Strategic Planning, Advertising, Event Management
Education
University of North Carolina at Greensboro 1988 — 1992
BFA
Nate Workentine Nate Workentine's New York Life Insurance Company Experience November 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company November 2013 - Present
Target June 2011 - November 2013
Target Corporation April 2011 - November 2013
LifePointe by Bryan Health February 2012 - October 2013
Target August 2007 - June 2011
Injury Prevention and Care August 2010 - May 2011
Skills
Customer Service, Teamwork, Leadership Mentoring, Annuity Sales, Asset Protection, Retirement, Thought Leadership, Wealth Preservation..., Licensed Life Insurance..., 401k Rollovers, Key Person Protection, Legacies, Healthcare, Leadership, Nutrition, Social Networking
Education
University of Nebraska-Lincoln 2006 — 2011
Bachelor of Science, Nutrition, Exercise and Health Science
New York Life Insurance Company November 2013 - Present
Target June 2011 - November 2013
Target Corporation April 2011 - November 2013
LifePointe by Bryan Health February 2012 - October 2013
Target August 2007 - June 2011
Injury Prevention and Care August 2010 - May 2011
Skills
Customer Service, Teamwork, Leadership Mentoring, Annuity Sales, Asset Protection, Retirement, Thought Leadership, Wealth Preservation..., Licensed Life Insurance..., 401k Rollovers, Key Person Protection, Legacies, Healthcare, Leadership, Nutrition, Social Networking
Education
University of Nebraska-Lincoln 2006 — 2011
Bachelor of Science, Nutrition, Exercise and Health Science
Jesse Esquivel's New York Life Insurance Company Experience October 2014 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
Skills
Customer Service, Insurance, Management, Sales, Team Building, Retirement, Finance, Leadership, Marketing
Education
University of New Orleans 2010 — 2012
Business Administration and Management, General
Seguin High School 2000 — 2002
High School
New Braunfels High School 1999 — 2000
High School Diploma
New York Life Insurance Company October 2014 - Present
Skills
Customer Service, Insurance, Management, Sales, Team Building, Retirement, Finance, Leadership, Marketing
Education
University of New Orleans 2010 — 2012
Business Administration and Management, General
Seguin High School 2000 — 2002
High School
New Braunfels High School 1999 — 2000
High School Diploma
Jordan Villamor Jordan Villamor's New York Life Insurance Company Experience February 2015 - June 2015
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Enterprise Rent-A-Car August 2015 - Present
New York Life Insurance Company February 2015 - June 2015
Best Buy August 2013 - May 2015
Skills
Life Insurance, Retirement Planning, Leadership, Economics, Microsoft Excel, Project Planning, Teamwork, PowerPoint, Mathematics, Finance
Education
University of Nevada-Reno 2010 — 2015
Bachelor's Degree, Finance/Economics
Enterprise Rent-A-Car August 2015 - Present
New York Life Insurance Company February 2015 - June 2015
Best Buy August 2013 - May 2015
Skills
Life Insurance, Retirement Planning, Leadership, Economics, Microsoft Excel, Project Planning, Teamwork, PowerPoint, Mathematics, Finance
Education
University of Nevada-Reno 2010 — 2015
Bachelor's Degree, Finance/Economics
Jameson Bauman Jameson Bauman's New York Life Insurance Company Experience May 2015 - Present
Job Sales Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
NYLIFE Securities LLC January 2010 - May 2015
Skills
Insurance, Securities, Retirement Planning, Fixed Annuities, Investments, Life Insurance, Retirement, Mutual Funds, Series 63, Series 6, Variable Annuities
Education
UNLV 2003 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Bonanza H.S.
New York Life Insurance Company May 2015 - Present
NYLIFE Securities LLC January 2010 - May 2015
Skills
Insurance, Securities, Retirement Planning, Fixed Annuities, Investments, Life Insurance, Retirement, Mutual Funds, Series 63, Series 6, Variable Annuities
Education
UNLV 2003 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Bonanza H.S.
Anrica Easley Anrica Easley's New York Life Insurance Company Experience July 2011 - June 2014
Job Client Resource Specialist at CORESTAFF Services
Industry Staffing and Recruiting
Experience
CORESTAFF Services June 2014 - July 2015
New York Life Insurance Company July 2011 - June 2014
Brighter Tommorows April 2011 - May 2011
Oak Cliff Bible Fellowship May 2007 - April 2011
AIG American General 1997 - 2005
Skills
Event Management, Non-profits, Customer Service, Nonprofits, Project Planning, Time Management, Management, Administrative..., Microsoft Office, Fundraising, Public Speaking, Human Resources, Microsoft Word, Microsoft Excel, Team Building
Education
University of North Texas 2007 — 2011
Bachelor's degree, Applied Arts & Science
CORESTAFF Services June 2014 - July 2015
New York Life Insurance Company July 2011 - June 2014
Brighter Tommorows April 2011 - May 2011
Oak Cliff Bible Fellowship May 2007 - April 2011
AIG American General 1997 - 2005
Skills
Event Management, Non-profits, Customer Service, Nonprofits, Project Planning, Time Management, Management, Administrative..., Microsoft Office, Fundraising, Public Speaking, Human Resources, Microsoft Word, Microsoft Excel, Team Building
Education
University of North Texas 2007 — 2011
Bachelor's degree, Applied Arts & Science
Audrey Simons's New York Life Insurance Company Experience February 2010 - October 2010
Job Guest Services at The Fearrington House Country Inn and Restaurant Relais & Chateaux
Industry Health, Wellness and Fitness
Experience
The Fearrington House Country Inn and Restaurant - Relais & Chateaux May 2011 - Present
Audrey Simons Photography January 2000 - Present
Audrey Simons Personal Training October 2010 - October 2012
New York Life Insurance Company February 2010 - October 2010
Aflac November 2006 - November 2009
Church Organization May 2000 - December 2001
Skills
Insurance, Health Insurance, Direct Sales, Disability Insurance, Accident, Customer Service, Term Life Insurance, Cold Calling, Employee Benefits, Whole Life, Sales Management, Catering, Small Business
Education
University of North Carolina at Chapel Hill 1997 — 2004
B.A, English Literature, German
The Fearrington House Country Inn and Restaurant - Relais & Chateaux May 2011 - Present
Audrey Simons Photography January 2000 - Present
Audrey Simons Personal Training October 2010 - October 2012
New York Life Insurance Company February 2010 - October 2010
Aflac November 2006 - November 2009
Church Organization May 2000 - December 2001
Skills
Insurance, Health Insurance, Direct Sales, Disability Insurance, Accident, Customer Service, Term Life Insurance, Cold Calling, Employee Benefits, Whole Life, Sales Management, Catering, Small Business
Education
University of North Carolina at Chapel Hill 1997 — 2004
B.A, English Literature, German
Paul Leminen Paul Leminen's New York Life Insurance Company Experience August 2008 - August 2009
Job Logistics Professional at Ocean Spray
Industry Logistics and Supply Chain
Experience
Ocean Spray Cranberries May 2015 - Present
International Forest Products November 2012 - May 2015
IPC Global Solutions November 2010 - November 2012
Leminen & Sons Carpentry and Home Repairs January 1999 - November 2010
New York Life Insurance Company August 2008 - August 2009
University of New Hampshire Payroll Center August 2007 - May 2008
College Pro Painters November 2004 - September 2005
Skills
Process Development, IT Operations, AutoCAD, Excel, Access, Account Management, Database Administration, Microsoft Excel, Accounts Payable, Management, Sales, Microsoft Office, Purchasing, Customer Service, Data Analysis, Supply Chain, Microsoft Word, PowerPoint, Logistics
Education
University of New Hampshire 2004 — 2008
B.S., Business Administration: Management
Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science, Business Administration Option; Management
Abington High School 2000 — 2004
High School Diploma
Ocean Spray Cranberries May 2015 - Present
International Forest Products November 2012 - May 2015
IPC Global Solutions November 2010 - November 2012
Leminen & Sons Carpentry and Home Repairs January 1999 - November 2010
New York Life Insurance Company August 2008 - August 2009
University of New Hampshire Payroll Center August 2007 - May 2008
College Pro Painters November 2004 - September 2005
Skills
Process Development, IT Operations, AutoCAD, Excel, Access, Account Management, Database Administration, Microsoft Excel, Accounts Payable, Management, Sales, Microsoft Office, Purchasing, Customer Service, Data Analysis, Supply Chain, Microsoft Word, PowerPoint, Logistics
Education
University of New Hampshire 2004 — 2008
B.S., Business Administration: Management
Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science, Business Administration Option; Management
Abington High School 2000 — 2004
High School Diploma
Paul Hofland's New York Life Insurance Company Experience May 2013 - Present
Job Financial Services Professional with NYLIFE Securities, LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2013 - Present
New York Life Insurance Company May 2013 - Present
C.H. Robinson January 2011 - May 2013
Jersey Mike's Subs June 2009 - August 2009
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Business Planning, Buy-sell Agreements, Account Management, Retirement
Education
University of North Texas 2006 — 2010
History
NYLIFE Securities LLC June 2013 - Present
New York Life Insurance Company May 2013 - Present
C.H. Robinson January 2011 - May 2013
Jersey Mike's Subs June 2009 - August 2009
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Business Planning, Buy-sell Agreements, Account Management, Retirement
Education
University of North Texas 2006 — 2010
History
Jasmine Parker Jasmine Parker's New York Life Insurance Company Experience June 2009 - March 2012
Job MBA, Management and Strategy
Industry Financial Services
Experience
Navy Federal Credit Union April 2013 - Present
United Bankshares, Inc April 2012 - April 2013
New York Life Insurance Company June 2009 - March 2012
Edward Jones July 2008 - April 2009
Ferguson Enterprises May 2003 - December 2007
Skills
Management, Leadership, Process Improvement, Microsoft Excel, Training, Portfolio Management, Time Management, Microsoft Word, Research, PowerPoint, Sales, English, Windows, Outlook, Financial Services, Customer Service, Finance, Business Development, Fiscal Management, Problem Solving, Collaborative Problem..., Strategic Planning, Operational Analysis, Relationship Management, Personal Development, Team Leadership
Education
Western Governors University 2012 — 2014
Master of Business Administration (M.B.A.), Management and Strategy
University of North Carolina at Charlotte 1999 — 2003
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General
Navy Federal Credit Union April 2013 - Present
United Bankshares, Inc April 2012 - April 2013
New York Life Insurance Company June 2009 - March 2012
Edward Jones July 2008 - April 2009
Ferguson Enterprises May 2003 - December 2007
Skills
Management, Leadership, Process Improvement, Microsoft Excel, Training, Portfolio Management, Time Management, Microsoft Word, Research, PowerPoint, Sales, English, Windows, Outlook, Financial Services, Customer Service, Finance, Business Development, Fiscal Management, Problem Solving, Collaborative Problem..., Strategic Planning, Operational Analysis, Relationship Management, Personal Development, Team Leadership
Education
Western Governors University 2012 — 2014
Master of Business Administration (M.B.A.), Management and Strategy
University of North Carolina at Charlotte 1999 — 2003
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General
Dan Fasciani Dan Fasciani's New York Life Insurance Company Experience July 2012 - Present
Job Financial Services Professional serving as your guide to financial prosperity
Industry Financial Services
Experience
NYLIFE Securities LLC July 2012 - Present
New York Life Insurance Company July 2012 - Present
Financial Foundation Group July 2010 - June 2012
Specialty Sports Venture October 2009 - March 2010
College Pro April 2009 - October 2009
Vail Resorts October 2008 - April 2009
Skills
Retirement Planning, Retirement, Insurance, 401k, Term Life Insurance, Estate Planning, 401k Rollovers, Fixed Annuities, Asset Protection, Wealth Preservation..., Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Investments, Multi-tasking Skills, Thought Leadership, Time Management, Life Insurance, Mutual Funds, Customer Service, Financial Planning, IRAs
Education
University of Northern Colorado 2004 — 2008
Bachelor of Science (BS), Communication, General
Christian Fellowship School
NYLIFE Securities LLC July 2012 - Present
New York Life Insurance Company July 2012 - Present
Financial Foundation Group July 2010 - June 2012
Specialty Sports Venture October 2009 - March 2010
College Pro April 2009 - October 2009
Vail Resorts October 2008 - April 2009
Skills
Retirement Planning, Retirement, Insurance, 401k, Term Life Insurance, Estate Planning, 401k Rollovers, Fixed Annuities, Asset Protection, Wealth Preservation..., Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Investments, Multi-tasking Skills, Thought Leadership, Time Management, Life Insurance, Mutual Funds, Customer Service, Financial Planning, IRAs
Education
University of Northern Colorado 2004 — 2008
Bachelor of Science (BS), Communication, General
Christian Fellowship School
Eli Harper's New York Life Insurance Company Experience May 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Tuscumbia Church of Christ March 2005 - November 2014
Skills
Public Speaking, Event Planning, Microsoft Office, Social Media, Customer Service, Teaching, Leadership, Editing, PowerPoint, Fundraising, Nonprofits, Community Outreach, Volunteer Management
Education
University of North Alabama 2008 — 2011
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Brooks High School
Academic Scholarship
New York Life Insurance Company May 2015 - Present
Tuscumbia Church of Christ March 2005 - November 2014
Skills
Public Speaking, Event Planning, Microsoft Office, Social Media, Customer Service, Teaching, Leadership, Editing, PowerPoint, Fundraising, Nonprofits, Community Outreach, Volunteer Management
Education
University of North Alabama 2008 — 2011
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Brooks High School
Academic Scholarship
Kyle O'Brien's New York Life Insurance Company Experience January 2012 - February 2014
Job Accounts Coordinator at ZipRecruiter
Industry Financial Services
Experience
ZipRecruiter February 2014 - Present
New York Life Insurance Company January 2012 - February 2014
O'Brien Development May 2007 - November 2012
Skills
Organizational..., Product Management, Supervisory Skills, Flexibility, Delivering Exceptional..., Problem Solving, Problem Analysis, Problem-based Learning, Organization, Fun, Entrepreneurship, extroversion, Investments, Insurance, Life Insurance, College Funding..., Long Term Care Insurance, Estate Planning, Sales Management, Customer Service, Leadership, Management, Sales
Education
University of Nevada-Reno 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
ZipRecruiter February 2014 - Present
New York Life Insurance Company January 2012 - February 2014
O'Brien Development May 2007 - November 2012
Skills
Organizational..., Product Management, Supervisory Skills, Flexibility, Delivering Exceptional..., Problem Solving, Problem Analysis, Problem-based Learning, Organization, Fun, Entrepreneurship, extroversion, Investments, Insurance, Life Insurance, College Funding..., Long Term Care Insurance, Estate Planning, Sales Management, Customer Service, Leadership, Management, Sales
Education
University of Nevada-Reno 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lindsey McDowell's New York Life Insurance Company Experience May 2011 - August 2011
Job Senior Financial Analyst at GameStop
Industry Retail
Experience
GameStop July 2015 - Present
GameStop January 2014 - July 2015
jcpenney April 2013 - January 2014
The Walt Disney Company July 2012 - April 2013
The Walt Disney Company January 2012 - July 2012
UNCW Economics Department January 2011 - December 2011
New York Life Insurance Company May 2011 - August 2011
UNCW and Live Oak Bank March 2011 - May 2011
Skills
Research, Data Analysis, Microsoft Excel, Finance, Critical Thinking, Statistics, Team-oriented, SAS, Visio, Qualitative Research, Data Mining, Analytics, Quantitative Research, Analysis, Microsoft Office, Microsoft Word, Teamwork, Customer Service
Education
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Science, Business Administration, Concentrations: Economics, Finance
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Science (BS), Finance, General
GameStop July 2015 - Present
GameStop January 2014 - July 2015
jcpenney April 2013 - January 2014
The Walt Disney Company July 2012 - April 2013
The Walt Disney Company January 2012 - July 2012
UNCW Economics Department January 2011 - December 2011
New York Life Insurance Company May 2011 - August 2011
UNCW and Live Oak Bank March 2011 - May 2011
Skills
Research, Data Analysis, Microsoft Excel, Finance, Critical Thinking, Statistics, Team-oriented, SAS, Visio, Qualitative Research, Data Mining, Analytics, Quantitative Research, Analysis, Microsoft Office, Microsoft Word, Teamwork, Customer Service
Education
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Science, Business Administration, Concentrations: Economics, Finance
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Science (BS), Finance, General
Barb Smith's New York Life Insurance Company Experience 2012 - 2014
Job Senior Project Manager at AIG
Industry Financial Services
Experience
AIG 2015 - Present
Carlisle & Gallagher Consulting Group 2014 - 2015
New York Life Insurance Company 2012 - 2014
The Hartford 2011 - 2012
Jackson National Life 2005 - 2011
Skills
Software Product..., Project Management, Business Analysis, SDLC, Business Process..., Waterfall, Change Control..., Joint Application Design, Rapid Application..., Iterative Design, Financial Services, User Acceptance Testing, Process Improvement, Resource Management
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
AIG 2015 - Present
Carlisle & Gallagher Consulting Group 2014 - 2015
New York Life Insurance Company 2012 - 2014
The Hartford 2011 - 2012
Jackson National Life 2005 - 2011
Skills
Software Product..., Project Management, Business Analysis, SDLC, Business Process..., Waterfall, Change Control..., Joint Application Design, Rapid Application..., Iterative Design, Financial Services, User Acceptance Testing, Process Improvement, Resource Management
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
Jonathan Brackett's New York Life Insurance Company Experience January 2014 - Present
Job Licensed Agent, New York Life
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
Skills
401(k) Rollovers,..., Insurance, IRA..., Legacy Planning, ..., Life Insurance..., Multi-Generational..., Retirement Planning ..., Supplements to Employee..., Analysis
Education
University of North Carolina at Charlotte 2011 — 2013
Bachelor of Arts (BA), History
New York Life Insurance Company January 2014 - Present
Skills
401(k) Rollovers,..., Insurance, IRA..., Legacy Planning, ..., Life Insurance..., Multi-Generational..., Retirement Planning ..., Supplements to Employee..., Analysis
Education
University of North Carolina at Charlotte 2011 — 2013
Bachelor of Arts (BA), History
Dan Shikes Dan Shikes's New York Life Insurance Company Experience August 2006 - November 2009
Job Security and Technology Consultant
Industry Security and Investigations
Experience
Guardian Protection Services August 2014 - Present
JPMorgan Chase & Co. October 2013 - August 2014
American General Life Companies January 2012 - July 2012
BB&T April 2010 - October 2011
New York Life Insurance Company August 2006 - November 2009
Guardian Life November 2002 - March 2005
Skills
Public Speaking, Territory Management, Strengthening Client..., Fixed Annuities, Annuity Sales, Equity Indexed Annuities, Investments, Series 7, Series 63, Series 6, Life & Health Insurance..., Insurance, Security, Portfolio Management, Financial Services
Education
University of New Hampshire 1989 — 1993
BA, Psychology
Guardian Protection Services August 2014 - Present
JPMorgan Chase & Co. October 2013 - August 2014
American General Life Companies January 2012 - July 2012
BB&T April 2010 - October 2011
New York Life Insurance Company August 2006 - November 2009
Guardian Life November 2002 - March 2005
Skills
Public Speaking, Territory Management, Strengthening Client..., Fixed Annuities, Annuity Sales, Equity Indexed Annuities, Investments, Series 7, Series 63, Series 6, Life & Health Insurance..., Insurance, Security, Portfolio Management, Financial Services
Education
University of New Hampshire 1989 — 1993
BA, Psychology
Kelly Kruger Kelly Kruger's New York Life Insurance Company Experience June 2015 - Present
Job Media and Communications Consultant at New York Life Insurance Company
Industry Media Production
Experience
New York Life Insurance Company June 2015 - Present
Seminar in Directed Production (UNCW Course) January 2015 - Present
Short Film - Volunteer work February 2015 - February 2015
Short Film - Volunteer Work February 2015 - February 2015
CVS Pharmacy May 2014 - February 2015
Delta Zeta Sorority January 2013 - January 2014
Carrabba's Italian Grill June 2012 - November 2012
Skills
Photoshop, Microsoft Word, Microsoft Office, Microsoft Excel, Premiere Elements, Cinematography, Volunteering, Pro Tools, After Effects, Flash Animation, Assistant Directing, Art Direction, Media Production, Leadership, Organization Skills, Budget Management, Conceptual Art, Concept Design, Storyboarding, Visual Arts, Social Media, Production Drawings, Design Production, Costume Design, Character Designs, Studio Lighting, Graphic Design, Facebook, Social Networking, Teamwork, Time Management, Public Speaking, PowerPoint, Creative Writing, Customer Service, Event Management
Education
University of North Carolina at Wilmington 2011 — 2015
Current Student, Film/Cinema/Video Studies and Business Marketing, 3.2 GPA
University of Roehampton 2013 — 2013
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
New York Life Insurance Company June 2015 - Present
Seminar in Directed Production (UNCW Course) January 2015 - Present
Short Film - Volunteer work February 2015 - February 2015
Short Film - Volunteer Work February 2015 - February 2015
CVS Pharmacy May 2014 - February 2015
Delta Zeta Sorority January 2013 - January 2014
Carrabba's Italian Grill June 2012 - November 2012
Skills
Photoshop, Microsoft Word, Microsoft Office, Microsoft Excel, Premiere Elements, Cinematography, Volunteering, Pro Tools, After Effects, Flash Animation, Assistant Directing, Art Direction, Media Production, Leadership, Organization Skills, Budget Management, Conceptual Art, Concept Design, Storyboarding, Visual Arts, Social Media, Production Drawings, Design Production, Costume Design, Character Designs, Studio Lighting, Graphic Design, Facebook, Social Networking, Teamwork, Time Management, Public Speaking, PowerPoint, Creative Writing, Customer Service, Event Management
Education
University of North Carolina at Wilmington 2011 — 2015
Current Student, Film/Cinema/Video Studies and Business Marketing, 3.2 GPA
University of Roehampton 2013 — 2013
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Amanda Erickson Amanda Erickson'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
Station Casinos, LLC 2014 - 2014
Skills
Permanent Life Insurance, Term Life Insurance, Licensed Insurance Agent, Retirement Planning, Risk Management, Problem Solving, Businsess Networking, Analysis, Customer Service, Finance
Education
University of Nevada-Las Vegas 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Las Vegas High School
New York Life Insurance Company June 2014 - Present
Station Casinos, LLC 2014 - 2014
Skills
Permanent Life Insurance, Term Life Insurance, Licensed Insurance Agent, Retirement Planning, Risk Management, Problem Solving, Businsess Networking, Analysis, Customer Service, Finance
Education
University of Nevada-Las Vegas 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Las Vegas High School
Andey Wood Andey Wood's New York Life Insurance Company Experience October 2014 - Present
Job Client Relations Assistant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
Alpharetta Children's Dentistry & Orthodontics March 2014 - October 2014
Coach September 2006 - September 2013
Coach September 2006 - September 2013
cornerstone schools May 2003 - September 2006
Skills
Customer Service, Training, Onboarding, Recruiting, Auditing, Time & Attendance, Inventory Control, Cash Register, Social Media, Retail Sales
Education
North Georgia College and State University 2003 — 2009
Associate's degree, Early Childhood Education and Teaching
Gainesville State College 2003 — 2006
Associate's degree, Early Childhood Education and Teaching
New York Life Insurance Company October 2014 - Present
Alpharetta Children's Dentistry & Orthodontics March 2014 - October 2014
Coach September 2006 - September 2013
Coach September 2006 - September 2013
cornerstone schools May 2003 - September 2006
Skills
Customer Service, Training, Onboarding, Recruiting, Auditing, Time & Attendance, Inventory Control, Cash Register, Social Media, Retail Sales
Education
North Georgia College and State University 2003 — 2009
Associate's degree, Early Childhood Education and Teaching
Gainesville State College 2003 — 2006
Associate's degree, Early Childhood Education and Teaching
Erik Fager's New York Life Insurance Company Experience May 2013 - October 2013
Job Zone Manager at Ford Motor Company
Industry Marketing and Advertising
Experience
Ford Motor Company March 2015 - Present
Delt Services August 2014 - November 2014
Best Buy August 2013 - December 2013
New York Life Insurance Company May 2013 - October 2013
The Buckle May 2011 - December 2011
Skills
Marketing, Customer Service, Sales, Social Media, Market Research, Management, Leadership
Education
University of Northern Colorado 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Regis Jesuit High School 2006 — 2010
Ford Motor Company March 2015 - Present
Delt Services August 2014 - November 2014
Best Buy August 2013 - December 2013
New York Life Insurance Company May 2013 - October 2013
The Buckle May 2011 - December 2011
Skills
Marketing, Customer Service, Sales, Social Media, Market Research, Management, Leadership
Education
University of Northern Colorado 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Regis Jesuit High School 2006 — 2010
Karen Durst Karen Durst's New York Life Insurance Company Experience February 1983 - December 2014
Job Director of Creative Arts, Grace Church
Industry Insurance
Experience
Grace Church January 2011 - Present
New York Life Insurance Company February 1983 - December 2014
Skills
Creative Arts, Creative Solutions, Strategic Planning, Strategic Communications, Leadership, Leadership Development, Interactive Creative..., Insurance, Retirement Planning, Life Insurance, Health Insurance, Creative Writing, Creative Strategy, Final Cut Pro, Investments, Public Speaking, Fundraising, Event Planning, Events Coordination, Church Services, Church Music
Education
UNLV 1980 — 1982
Bachelor of Business Administration (B.B.A.), Finance
Grace Church January 2011 - Present
New York Life Insurance Company February 1983 - December 2014
Skills
Creative Arts, Creative Solutions, Strategic Planning, Strategic Communications, Leadership, Leadership Development, Interactive Creative..., Insurance, Retirement Planning, Life Insurance, Health Insurance, Creative Writing, Creative Strategy, Final Cut Pro, Investments, Public Speaking, Fundraising, Event Planning, Events Coordination, Church Services, Church Music
Education
UNLV 1980 — 1982
Bachelor of Business Administration (B.B.A.), Finance
Charles W. (Chuck) Holderness, CLU, ChFC, CLTC Charles W. (Chuck) Holderness, CLU, ChFC, CLTC's New York Life Insurance Company Experience February 2014 - Present
Job Agent with New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2014 - Present
Skills
Asset Allocation, Investment Strategies, Alternative Investments, Employee Benefits, Fixed Income, Customer Service, Estate Planning, Fixed Annuities, Leadership, Marketing
Education
University of North Carolina at Chapel Hill 1970 — 1974
BS in Bus Administration, Business Administration
Epicopal High School 1967 — 1970
New York Life Insurance Company February 2014 - Present
Skills
Asset Allocation, Investment Strategies, Alternative Investments, Employee Benefits, Fixed Income, Customer Service, Estate Planning, Fixed Annuities, Leadership, Marketing
Education
University of North Carolina at Chapel Hill 1970 — 1974
BS in Bus Administration, Business Administration
Epicopal High School 1967 — 1970
Mallory Gray's New York Life Insurance Company Experience July 2012 - Present
Job Underwriting Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - Present
Skills
Customer Service
Education
North Georgia College and State University 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rockmart High School
New York Life Insurance Company July 2012 - Present
Skills
Customer Service
Education
North Georgia College and State University 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rockmart High School
Patricia Garvey-Aloia Patricia Garvey-Aloia's New York Life Insurance Company Experience September 1996 - August 1997
Job Personal Banking Officer at Suntrust Bank
Industry Banking
Experience
SunTrust Bank August 2012 - Present
Comcast Business Class February 2011 - October 2011
TZ Insurance Solutions November 2010 - January 2011
The Training Domain January 2010 - January 2011
Wachovia Bank September 1997 - October 2009
New York Life Insurance Company September 1996 - August 1997
Skills
Professional Networking, Direct Sales, Conversational Japanese, Japanese, Small Business, New Business Development, Customer Relations, Customer Service, Account Management, Customer Satisfaction, Team Building, Microsoft Office, Negotiation, Public Speaking, Contract Negotiation, Social Media Marketing, Teamwork, Event Management, B2B, Mentoring, Public Relations, Online Marketing, Management, Networking, Selling, Marketing, Call Centers, Sales, Business Networking, Insurance, Event Planning, Time Management, Retail, Finance, Training, Small Business Lending, Budgets, Investments, Social Networking, Marketing Strategy, Banking, Customer Retention, Consumer Lending, Cash Management
Education
University of Nevada Las Vegas Lee Business School
Bachelor of Science, Business Administration
SunTrust Bank August 2012 - Present
Comcast Business Class February 2011 - October 2011
TZ Insurance Solutions November 2010 - January 2011
The Training Domain January 2010 - January 2011
Wachovia Bank September 1997 - October 2009
New York Life Insurance Company September 1996 - August 1997
Skills
Professional Networking, Direct Sales, Conversational Japanese, Japanese, Small Business, New Business Development, Customer Relations, Customer Service, Account Management, Customer Satisfaction, Team Building, Microsoft Office, Negotiation, Public Speaking, Contract Negotiation, Social Media Marketing, Teamwork, Event Management, B2B, Mentoring, Public Relations, Online Marketing, Management, Networking, Selling, Marketing, Call Centers, Sales, Business Networking, Insurance, Event Planning, Time Management, Retail, Finance, Training, Small Business Lending, Budgets, Investments, Social Networking, Marketing Strategy, Banking, Customer Retention, Consumer Lending, Cash Management
Education
University of Nevada Las Vegas Lee Business School
Bachelor of Science, Business Administration
Andrew Gedacht Andrew Gedacht's New York Life Insurance Company Experience April 2015 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company June 2014 - April 2015
New York Life Insurance Company March 2010 - June 2014
New York Life Insurance Company August 2008 - March 2010
Greenwich Associates January 2001 - August 2008
Innovatix April 2000 - January 2001
Alice Peck Day Memorial Hospital July 1999 - March 2000
Skills
Financial Services, Investments, Financial Modeling, Financial Analysis, Leadership, Management, Product Management, Product Development, Business Process..., Strategy, Insurance, Program Implementation
Education
New York University - Leonard N. Stern School of Business
MBA, Strategy; Leadership & Change Management; Data, Models & Decisions
University of New Hampshire
BS, Health Management and Policy
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company June 2014 - April 2015
New York Life Insurance Company March 2010 - June 2014
New York Life Insurance Company August 2008 - March 2010
Greenwich Associates January 2001 - August 2008
Innovatix April 2000 - January 2001
Alice Peck Day Memorial Hospital July 1999 - March 2000
Skills
Financial Services, Investments, Financial Modeling, Financial Analysis, Leadership, Management, Product Management, Product Development, Business Process..., Strategy, Insurance, Program Implementation
Education
New York University - Leonard N. Stern School of Business
MBA, Strategy; Leadership & Change Management; Data, Models & Decisions
University of New Hampshire
BS, Health Management and Policy
Rich Whitney, Ph.D.'s New York Life Insurance Company Experience 1990 - 1999
Job Asst Professor in Organizational Leadership, Certified Emergenetics Assoc, Trainer, Speaker, Consultant
Industry Higher Education
Experience
University of La Verne August 2015 - Present
Emergenetics International June 2007 - Present
DePaul University July 2007 - June 2015
University of Nevada Reno September 2004 - July 2007
University of Nevada Reno 2000 - 2004
Lions Camp Dat-So-La-Lee 1989 - 2000
NEW YORK LIFE INSURANCE COMPANY 1990 - 1999
San Francisco Bay Area Council 1987 - 1989
Skills
Student Affairs, Teaching, Student Development, Higher Education, Program Management, Academic Advising, Program Development, Career Counseling, Curriculum Development, Public Speaking, Community Outreach, Grant Writing, Staff Development, Student Counseling, Research, Psychotherapy, Student Engagement, Curriculum Design, Leadership Development, Residence Life, Educational Leadership, Leadership, Training, Event Planning, Programming, Strategic Planning, Team Building, Training Facilitation, Teacher Training, Workshop Facilitation, Conflict Resolution, Employee Training, Community Development, Grants, Instructional Design, Resume Writing, Student Leadership, Career Development, Program Evaluation, Adult Education, Admissions, Organizational..., Fundraising, College Teaching, Campus
Education
University of Nevada-Reno
PhD, Counseling and Research Methods
University of Nevada-Reno
Master of Arts (M.A.), Counseling and Educational Psychology - College Student Development
University of Nevada-Reno
Bachelor's degree, Business Administration - Management & Marketing
University of La Verne August 2015 - Present
Emergenetics International June 2007 - Present
DePaul University July 2007 - June 2015
University of Nevada Reno September 2004 - July 2007
University of Nevada Reno 2000 - 2004
Lions Camp Dat-So-La-Lee 1989 - 2000
NEW YORK LIFE INSURANCE COMPANY 1990 - 1999
San Francisco Bay Area Council 1987 - 1989
Skills
Student Affairs, Teaching, Student Development, Higher Education, Program Management, Academic Advising, Program Development, Career Counseling, Curriculum Development, Public Speaking, Community Outreach, Grant Writing, Staff Development, Student Counseling, Research, Psychotherapy, Student Engagement, Curriculum Design, Leadership Development, Residence Life, Educational Leadership, Leadership, Training, Event Planning, Programming, Strategic Planning, Team Building, Training Facilitation, Teacher Training, Workshop Facilitation, Conflict Resolution, Employee Training, Community Development, Grants, Instructional Design, Resume Writing, Student Leadership, Career Development, Program Evaluation, Adult Education, Admissions, Organizational..., Fundraising, College Teaching, Campus
Education
University of Nevada-Reno
PhD, Counseling and Research Methods
University of Nevada-Reno
Master of Arts (M.A.), Counseling and Educational Psychology - College Student Development
University of Nevada-Reno
Bachelor's degree, Business Administration - Management & Marketing
Caroline McDonald's New York Life Insurance Company Experience 1999 - 2000
Job Senior Editor at RIMS
Industry Publishing
Experience
RIMS July 2013 - Present
Freelance April 2013 - June 2013
CFO Online/Mobile June 2012 - April 2013
Freelance Journalist March 2012 - June 2012
National Underwriter December 2000 - March 2012
New York Life Insurance Company 1999 - 2000
ACORD 1995 - 1999
The New York Times 1994 - 1995
Times Herald-Record 1994 - 1995
Arthur Frommer's Budget Travel 1994 - 1995
Skills
Feature Writing, Editing, Business Reporting, Reinsurance, Web Editing, Risk Management, Insurance, Captives, Corporate Communications, Property & Casualty..., Casualty, Commercial Insurance, Report Writing, Feature Articles, Journalism, Writing, Publications, Publishing, Blogging, Editorial, Digital Media, Press Releases, Content Development, Web Content, Public Relations, Business Journalism, Social Media, Newsletters, Copywriting, Strategic Communications, Copy Editing, Newspapers, Magazines, Media Relations, Proofreading, Internal Communications, Content Management, Online Publishing, AP Style, News Writing, Storytelling, Books, Freelance Writing, Creative Writing, Investigative Reporting, Content Strategy, Email Marketing, Speech Writing, Marketing Copy, Online Journalism
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Art History/Fine Arts
RIMS July 2013 - Present
Freelance April 2013 - June 2013
CFO Online/Mobile June 2012 - April 2013
Freelance Journalist March 2012 - June 2012
National Underwriter December 2000 - March 2012
New York Life Insurance Company 1999 - 2000
ACORD 1995 - 1999
The New York Times 1994 - 1995
Times Herald-Record 1994 - 1995
Arthur Frommer's Budget Travel 1994 - 1995
Skills
Feature Writing, Editing, Business Reporting, Reinsurance, Web Editing, Risk Management, Insurance, Captives, Corporate Communications, Property & Casualty..., Casualty, Commercial Insurance, Report Writing, Feature Articles, Journalism, Writing, Publications, Publishing, Blogging, Editorial, Digital Media, Press Releases, Content Development, Web Content, Public Relations, Business Journalism, Social Media, Newsletters, Copywriting, Strategic Communications, Copy Editing, Newspapers, Magazines, Media Relations, Proofreading, Internal Communications, Content Management, Online Publishing, AP Style, News Writing, Storytelling, Books, Freelance Writing, Creative Writing, Investigative Reporting, Content Strategy, Email Marketing, Speech Writing, Marketing Copy, Online Journalism
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Art History/Fine Arts
Glenn Chavious's New York Life Insurance Company Experience 1988 - 1998
Job Managing Director at NFP
Industry Insurance
Experience
NFP August 2014 - Present
Altus Specialty Group August 2010 - Present
USI New England January 2009 - August 2010
USI Insurance Services January 2006 - August 2010
Realty direct 2004 - 2006
arthur j gallagher 1994 - 2004
New York Life Insurance Company 1988 - 1998
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Health Insurance, Brokers, Workers Compensation, Employee Benefits, D&O, Professional Liability, Employment Practices..., Legal Liability, Disability Insurance, Casualty, Umbrella Insurance, Commercial Lines, Liability, Inland Marine, Surety Bonds, Captives, Risk Management, Diversity & Inclusion, General Insurance, Reinsurance
Education
University of New Hampshire 1984 — 1988
Wharton School of Business
Wharton School of Business
natick
NFP August 2014 - Present
Altus Specialty Group August 2010 - Present
USI New England January 2009 - August 2010
USI Insurance Services January 2006 - August 2010
Realty direct 2004 - 2006
arthur j gallagher 1994 - 2004
New York Life Insurance Company 1988 - 1998
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Health Insurance, Brokers, Workers Compensation, Employee Benefits, D&O, Professional Liability, Employment Practices..., Legal Liability, Disability Insurance, Casualty, Umbrella Insurance, Commercial Lines, Liability, Inland Marine, Surety Bonds, Captives, Risk Management, Diversity & Inclusion, General Insurance, Reinsurance
Education
University of New Hampshire 1984 — 1988
Wharton School of Business
Wharton School of Business
natick
Peter Feder's New York Life Insurance Company Experience August 2012 - Present
Job Registered Representative Member of New York Life's Executive Council
Industry Insurance
Experience
Bank of America Merrill Lynch August 2015 - Present
New York Life Insurance Company August 2012 - Present
A.G. Edwards June 2000 - December 2007
Brown Brothers Harriman August 1987 - June 2000
Advest March 1983 - August 1987
Instinet September 1981 - September 1982
Evans and Co March 1981 - September 1981
European-American Bank October 1980 - March 1981
Heritage Bank December 1979 - September 1980
Skills
Customer Relations, Selling, New Business Development, Account Management, Capital Markets, Trading, Series 7, Equities, Series 63, Research, Mutual Funds, Hedge Funds, Financial Markets, Equity Research, Equity Trading, Retirement Planning, CRM, Investments, Risk Management, Asset Managment, ETFs, Securities, Retirement, Portfolio Management, Life Insurance, Investment Strategies, Alternative Investments, Financial Services, Wealth Management, Options, Fixed Income, Bloomberg, Fixed Annuities, Strategic Financial..., Sales, Insurance, Long-term Care, Estate Planning, Stock Market, Bonds, Investment Advisory, Asset Allocation, Asset Management
Education
University of New Hampshire 1973 — 1978
economics, economics, chemistry
New York Institute of Finance
New York University
University of New Hampshire
BS, Economics
University of New Hampshire - Whittemore School of Business and Economics
madison High School
Bank of America Merrill Lynch August 2015 - Present
New York Life Insurance Company August 2012 - Present
A.G. Edwards June 2000 - December 2007
Brown Brothers Harriman August 1987 - June 2000
Advest March 1983 - August 1987
Instinet September 1981 - September 1982
Evans and Co March 1981 - September 1981
European-American Bank October 1980 - March 1981
Heritage Bank December 1979 - September 1980
Skills
Customer Relations, Selling, New Business Development, Account Management, Capital Markets, Trading, Series 7, Equities, Series 63, Research, Mutual Funds, Hedge Funds, Financial Markets, Equity Research, Equity Trading, Retirement Planning, CRM, Investments, Risk Management, Asset Managment, ETFs, Securities, Retirement, Portfolio Management, Life Insurance, Investment Strategies, Alternative Investments, Financial Services, Wealth Management, Options, Fixed Income, Bloomberg, Fixed Annuities, Strategic Financial..., Sales, Insurance, Long-term Care, Estate Planning, Stock Market, Bonds, Investment Advisory, Asset Allocation, Asset Management
Education
University of New Hampshire 1973 — 1978
economics, economics, chemistry
New York Institute of Finance
New York University
University of New Hampshire
BS, Economics
University of New Hampshire - Whittemore School of Business and Economics
madison High School
Art Papathanasiou's New York Life Insurance Company Experience 2002 - 2011
Job All lines of insurance
Industry Insurance
Experience
Cambridge Insurance June 2015 - Present
Allstate Insurance February 2014 - June 2015
Principal Financial Group 2012 - February 2014
New York Life Insurance Company 2002 - 2011
Allstate 1988 - 2002
Skills
Estate Planning, Income Protection, Key Person Insurance, Term Insurance, Universal Life Insurance, Whole Life Insurance, Long-Term Care Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance
Education
University of New Hampshire 1971 — 1975
Cambridge Insurance June 2015 - Present
Allstate Insurance February 2014 - June 2015
Principal Financial Group 2012 - February 2014
New York Life Insurance Company 2002 - 2011
Allstate 1988 - 2002
Skills
Estate Planning, Income Protection, Key Person Insurance, Term Insurance, Universal Life Insurance, Whole Life Insurance, Long-Term Care Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance
Education
University of New Hampshire 1971 — 1975
William Gallagher's New York Life Insurance Company Experience August 2014 - February 2015
Job Gallagher Financial and Coaching
Industry Financial Services
Experience
Gallagher Financial and Coaching February 2015 - Present
New York Life Insurance Company August 2014 - February 2015
New York Life Insurance Company June 1981 - August 2014
New York Life, Orlando, FL April 1990 - June 1997
Skills
Fixed Annuities, Long-term Care, Permanent Life Insurance, Term Life Insurance, Agent Development, Retirement Planning, Insurance, Team Leadership, Long Term Care Insurance, Disability Insurance, Mutual Funds, Life Insurance, Analysis, Leadership
Education
University of Nevada-Las Vegas - College of Business 1977 — 1981
Bachelor of Science, Buniness-Management
Chaparral High School, Las Vegas, NV 1973 — 1977
High School Deploma
Gallagher Financial and Coaching February 2015 - Present
New York Life Insurance Company August 2014 - February 2015
New York Life Insurance Company June 1981 - August 2014
New York Life, Orlando, FL April 1990 - June 1997
Skills
Fixed Annuities, Long-term Care, Permanent Life Insurance, Term Life Insurance, Agent Development, Retirement Planning, Insurance, Team Leadership, Long Term Care Insurance, Disability Insurance, Mutual Funds, Life Insurance, Analysis, Leadership
Education
University of Nevada-Las Vegas - College of Business 1977 — 1981
Bachelor of Science, Buniness-Management
Chaparral High School, Las Vegas, NV 1973 — 1977
High School Deploma
Carol Furlich's New York Life Insurance Company Experience September 2013 - October 2014
Job Sr. Marketing Consultant at MetLife
Industry Financial Services
Experience
MetLife October 2014 - Present
New York Life Insurance Company September 2013 - October 2014
Fidelity Investments March 2012 - September 2013
Fidelity Investments July 2011 - March 2012
Fidelity Investments September 2008 - July 2011
Fidelity Investments June 2006 - September 2008
Fidelity Investments October 2005 - June 2006
Fidelity Investments February 2005 - October 2005
Fidelity Investments February 2003 - February 2005
Skills
Certified Retirement..., FINRA Series 7 License, FINRA, Business Analysis, Strategy, Product Management, CRM, Marketing, Management, Marketing Strategy, Program Management, Portfolio Management, Leadership, Investments, Project Management, Mutual Funds, Marketing Communications, Financial Services
Education
University of North Texas
B.B.A, Marketing
MetLife October 2014 - Present
New York Life Insurance Company September 2013 - October 2014
Fidelity Investments March 2012 - September 2013
Fidelity Investments July 2011 - March 2012
Fidelity Investments September 2008 - July 2011
Fidelity Investments June 2006 - September 2008
Fidelity Investments October 2005 - June 2006
Fidelity Investments February 2005 - October 2005
Fidelity Investments February 2003 - February 2005
Skills
Certified Retirement..., FINRA Series 7 License, FINRA, Business Analysis, Strategy, Product Management, CRM, Marketing, Management, Marketing Strategy, Program Management, Portfolio Management, Leadership, Investments, Project Management, Mutual Funds, Marketing Communications, Financial Services
Education
University of North Texas
B.B.A, Marketing
Erick Buckley, LUTCF's New York Life Insurance Company Experience October 2003 - Present
Job Principle of Professional Wealth Strategies
Industry Financial Services
Experience
Eagle Strategies, LLC January 2015 - Present
New York Life Insurance Company October 2003 - Present
NYLIFE Securities October 2003 - Present
Skills
Investments, 401k, Financial Services, Roth IRA, Long Term Care Insurance, Estate Planning, Retirement Planning, Life Insurance, Universal Life, Fixed Annuities, Pensions, Securities, Succession Planning, Wealth Preservation..., Financial Goals, Small Business, IRAs, Disability Insurance, Mutual Funds, 401k Rollovers, Business Succession..., Education Funding..., Personal Finance, Retirement Income...
Education
University of Nevada-Las Vegas 1997 — 2002
Bachelor’s Degree, Kinesiology and Exercise Science
Green Valley High School 1993 — 1997
Eagle Strategies, LLC January 2015 - Present
New York Life Insurance Company October 2003 - Present
NYLIFE Securities October 2003 - Present
Skills
Investments, 401k, Financial Services, Roth IRA, Long Term Care Insurance, Estate Planning, Retirement Planning, Life Insurance, Universal Life, Fixed Annuities, Pensions, Securities, Succession Planning, Wealth Preservation..., Financial Goals, Small Business, IRAs, Disability Insurance, Mutual Funds, 401k Rollovers, Business Succession..., Education Funding..., Personal Finance, Retirement Income...
Education
University of Nevada-Las Vegas 1997 — 2002
Bachelor’s Degree, Kinesiology and Exercise Science
Green Valley High School 1993 — 1997
Kenneth Truman's New York Life Insurance Company Experience October 1984 - Present
Job Kenneth Truman LUTCF
Industry Insurance
Experience
New York Life Insurance Company October 1984 - Present
Skills
Retirement, Buy-sell Agreements, Retirement Planning, Estate Planning, 401k Rollovers, Small Business, Term Life Insurance, Life Insurance, Annuity Sales, Investments, Licensed in Long Term..., IRA Rollovers, IRAs, Management, Microsoft Office, Public Speaking, Customer Service, Training, Strategic Planning
Education
University of Nevada-Las Vegas 1972 — 1976
B.S., Education
Northern Arizona University 1970 — 1970
Clark High School Las Vegas Nevada 1967 — 1969
New York Life Insurance Company October 1984 - Present
Skills
Retirement, Buy-sell Agreements, Retirement Planning, Estate Planning, 401k Rollovers, Small Business, Term Life Insurance, Life Insurance, Annuity Sales, Investments, Licensed in Long Term..., IRA Rollovers, IRAs, Management, Microsoft Office, Public Speaking, Customer Service, Training, Strategic Planning
Education
University of Nevada-Las Vegas 1972 — 1976
B.S., Education
Northern Arizona University 1970 — 1970
Clark High School Las Vegas Nevada 1967 — 1969
Lisa Cutler's New York Life Insurance Company Experience June 1995 - Present
Job G.O. Administration Coordinator at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 1995 - Present
Skills
Disability Insurance, Health Insurance, Life Insurance, Retirement, Employee Benefits, Marketing, Fixed Annuities, Insurance, Customer Service, Retirement Planning, Mutual Funds, Access, Cold Calling, Leadership, IRAs, Credit, Estate Planning, Strategic Financial..., Training, Term Life Insurance, Investments, Salesforce.com, Sales, Public Speaking, Team Building, Microsoft Office, 401k, Whole Life, Microsoft Excel, Long-term Care, Financial Planning
Education
University of North Texas 1987 — 1988
New York Life Insurance Company June 1995 - Present
Skills
Disability Insurance, Health Insurance, Life Insurance, Retirement, Employee Benefits, Marketing, Fixed Annuities, Insurance, Customer Service, Retirement Planning, Mutual Funds, Access, Cold Calling, Leadership, IRAs, Credit, Estate Planning, Strategic Financial..., Training, Term Life Insurance, Investments, Salesforce.com, Sales, Public Speaking, Team Building, Microsoft Office, 401k, Whole Life, Microsoft Excel, Long-term Care, Financial Planning
Education
University of North Texas 1987 — 1988
Joongsup (Jay) Lee's New York Life Insurance Company Experience May 2003 - August 2003
Job Big Data at AT&T
Industry Telecommunications
Experience
AT&T May 2014 - Present
UPS May 2011 - April 2014
Southern Polytechnic State University August 2010 - May 2011
US Environmental Protection Agency May 2010 - September 2010
Georgia Institute of Technology August 2005 - May 2010
New York Life Insurance Company May 2003 - August 2003
US Army September 1999 - August 2002
Education
Georgia Institute of Technology 2005 — 2011
PhD, MS, Industrial and Systems Engineering (Concentrations: Simulation/O.R./Applied Statistics)
University of North Carolina at Chapel Hill 2002 — 2005
BS, Mathematical Decision Sciences
AT&T May 2014 - Present
UPS May 2011 - April 2014
Southern Polytechnic State University August 2010 - May 2011
US Environmental Protection Agency May 2010 - September 2010
Georgia Institute of Technology August 2005 - May 2010
New York Life Insurance Company May 2003 - August 2003
US Army September 1999 - August 2002
Education
Georgia Institute of Technology 2005 — 2011
PhD, MS, Industrial and Systems Engineering (Concentrations: Simulation/O.R./Applied Statistics)
University of North Carolina at Chapel Hill 2002 — 2005
BS, Mathematical Decision Sciences
Holly Stark's New York Life Insurance Company Experience January 2014 - Present
Job Senior Specialist at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company January 2014 - Present
American Express 2000 - 2013
Time Warner Inc. Book-of-the-Month Club 1986 - 2000
Skills
Direct Marketing, Vendor Management, Direct Mail, Catalogs, Fulfilment, Project Management, Creative Management, Production Budgeting, Auditing, Data Management, USPS, Creative Concept Design, Creative Services, Imaging Technology, Customer Acquisition, Credit Cards, Relationship Management, Campaign Management, Building Relationships, Marketing Communications, Advertising, Management, Marketing Strategy, Multi-channel Marketing, Segmentation, Analytics, Integrated Marketing, Loyalty Programs, Relationship Marketing, Email Marketing, Account Management
Education
University of New Hampshire
Bachelor of Arts (B.A.)
New York Life Insurance Company January 2014 - Present
American Express 2000 - 2013
Time Warner Inc. Book-of-the-Month Club 1986 - 2000
Skills
Direct Marketing, Vendor Management, Direct Mail, Catalogs, Fulfilment, Project Management, Creative Management, Production Budgeting, Auditing, Data Management, USPS, Creative Concept Design, Creative Services, Imaging Technology, Customer Acquisition, Credit Cards, Relationship Management, Campaign Management, Building Relationships, Marketing Communications, Advertising, Management, Marketing Strategy, Multi-channel Marketing, Segmentation, Analytics, Integrated Marketing, Loyalty Programs, Relationship Marketing, Email Marketing, Account Management
Education
University of New Hampshire
Bachelor of Arts (B.A.)
Charles Hudgins's New York Life Insurance Company Experience June 2009 - April 2010
Job Sales Consultant at CarMax
Industry Retail
Experience
Dallas Symphony Orchestra September 2012 - Present
CarMax December 2011 - Present
New York Life Insurance Company June 2009 - April 2010
Dallas Independent School District 1997 - 2009
Skills
Teaching, Staff Development, Public Speaking, Educational Consulting, Instructional Design, Curriculum Design, Music, Curriculum Development, Classroom, Educational Leadership, Fundraising, Educational Technology, Customer Service, Legal Research, Business Analysis, Project Management, Financial Services, Training
Education
Mountain View College 2013 — 2014
CPA, Accounting
University of North Texas 1990 — 1996
Bachelor of Music, Music Education
Skyline High School 1982 — 1986
Dallas Symphony Orchestra September 2012 - Present
CarMax December 2011 - Present
New York Life Insurance Company June 2009 - April 2010
Dallas Independent School District 1997 - 2009
Skills
Teaching, Staff Development, Public Speaking, Educational Consulting, Instructional Design, Curriculum Design, Music, Curriculum Development, Classroom, Educational Leadership, Fundraising, Educational Technology, Customer Service, Legal Research, Business Analysis, Project Management, Financial Services, Training
Education
Mountain View College 2013 — 2014
CPA, Accounting
University of North Texas 1990 — 1996
Bachelor of Music, Music Education
Skyline High School 1982 — 1986
Julius Davis's New York Life Insurance Company Experience November 2002 - March 2009
Job Pharmaceutical Sales & Medical Device Consultant (Diabetes Therapy)
Industry Pharmaceuticals
Experience
Sanofi June 2013 - Present
Realty ONE Group March 2009 - June 2013
New York Life Insurance Company November 2002 - March 2009
Northwestern Mutual April 1998 - November 2002
Skills
Marketing, Investments, New Business Development, Strategic Planning, Leadership, Team Building, Management, Public Speaking, Social Media Marketing, Time Management, Sales, Direct Sales, Finance, Real Estate, Business Planning, Small Business, Selling, Marketing Strategy, Customer Service, Entrepreneurship, Sales Process, Insurance, Training, Budgets, Social Networking, Event Planning, Negotiation, Market Research, Coaching, Social Media, Account Management, Sales Management, Business Development
Education
University of Nevada-Las Vegas 1992 — 1997
BS, Business
University of Nevada-Las Vegas
Sanofi June 2013 - Present
Realty ONE Group March 2009 - June 2013
New York Life Insurance Company November 2002 - March 2009
Northwestern Mutual April 1998 - November 2002
Skills
Marketing, Investments, New Business Development, Strategic Planning, Leadership, Team Building, Management, Public Speaking, Social Media Marketing, Time Management, Sales, Direct Sales, Finance, Real Estate, Business Planning, Small Business, Selling, Marketing Strategy, Customer Service, Entrepreneurship, Sales Process, Insurance, Training, Budgets, Social Networking, Event Planning, Negotiation, Market Research, Coaching, Social Media, Account Management, Sales Management, Business Development
Education
University of Nevada-Las Vegas 1992 — 1997
BS, Business
University of Nevada-Las Vegas
Roger D. Sims, CLU's New York Life Insurance Company Experience March 2001 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC June 2001 - Present
New York Life Insurance Company March 2001 - Present
Skills
Key Person Protection, Estate Planning, Licensed Life Insurance..., Protection..., Annuity Sales, CLU, Wealth Preservation..., Retirement Planning, Succession Planning, Multi-generational..., Asset Protection, Retirement, Small Business, Investments, Licensed in Long-Term..., 401(k) Rollovers, LUTCF, Gifting Strategies, Legacies, Multi-generational...
Education
University of North Carolina at Chapel Hill 1986 — 1990
BS, Business Administration
T. Wingate Andrews High 1982 — 1986
NYLIFE Securities LLC June 2001 - Present
New York Life Insurance Company March 2001 - Present
Skills
Key Person Protection, Estate Planning, Licensed Life Insurance..., Protection..., Annuity Sales, CLU, Wealth Preservation..., Retirement Planning, Succession Planning, Multi-generational..., Asset Protection, Retirement, Small Business, Investments, Licensed in Long-Term..., 401(k) Rollovers, LUTCF, Gifting Strategies, Legacies, Multi-generational...
Education
University of North Carolina at Chapel Hill 1986 — 1990
BS, Business Administration
T. Wingate Andrews High 1982 — 1986
Brian Buckner's New York Life Insurance Company Experience January 2007 - December 2009
Job Professional Coach/Trainer (Soccer)
Industry Sports
Experience
Eastern New York 2001 - Present
New York Life Insurance Company January 2007 - December 2009
Education
University of North Carolina at Chapel Hill
Eastern New York 2001 - Present
New York Life Insurance Company January 2007 - December 2009
Education
University of North Carolina at Chapel Hill
M. Burdette Robinson's New York Life Insurance Company Experience 2008 - Present
Job Financial Services at NY Life
Industry Insurance
Experience
New York Life Insurance Company 2008 - Present
Bon Air Baptist Church November 2003 - April 2007
Education
University of North Carolina at Chapel Hill 1974 — 1978
BA with Honors, Psychology, Music, Religion
New York Life Insurance Company 2008 - Present
Bon Air Baptist Church November 2003 - April 2007
Education
University of North Carolina at Chapel Hill 1974 — 1978
BA with Honors, Psychology, Music, Religion
Darrin Donaldson, FLMI,AIRC, ACS's New York Life Insurance Company Experience March 2010 - Present
Job Senior Associate at New York Life
Industry Insurance
Experience
New York Life Insurance Company March 2010 - Present
MetLife September 2007 - March 2010
State Farm Insurance March 1998 - March 2007
JC Penney 1988 - 1996
Skills
Insurance, Life Insurance, Health Insurance, Property & Casualty..., Claim, Liability, General Insurance, Claims Management, Term Life Insurance, Customer Service, Retirement
Education
University of North Florida 1990 — 1992
BA, Communications
South Florida Community College 1988 — 1990
AA
New York Life Insurance Company March 2010 - Present
MetLife September 2007 - March 2010
State Farm Insurance March 1998 - March 2007
JC Penney 1988 - 1996
Skills
Insurance, Life Insurance, Health Insurance, Property & Casualty..., Claim, Liability, General Insurance, Claims Management, Term Life Insurance, Customer Service, Retirement
Education
University of North Florida 1990 — 1992
BA, Communications
South Florida Community College 1988 — 1990
AA
Amara Vigil's New York Life Insurance Company Experience May 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
Humana October 2011 - June 2012
Aflac April 2011 - June 2012
Family Law Centers/ McConnell Law Group, Ltd. November 2009 - March 2011
Skills
Insurance, Selling, Term Life Insurance, Whole Life, Fixed Annuities, Life Insurance, Employee Benefits
Education
University of Nevada-Las Vegas
Bachlors of Art, Political Science and Government
New York Life Insurance Company May 2012 - Present
Humana October 2011 - June 2012
Aflac April 2011 - June 2012
Family Law Centers/ McConnell Law Group, Ltd. November 2009 - March 2011
Skills
Insurance, Selling, Term Life Insurance, Whole Life, Fixed Annuities, Life Insurance, Employee Benefits
Education
University of Nevada-Las Vegas
Bachlors of Art, Political Science and Government
Andrea DeLibero's New York Life Insurance Company Experience September 2009 - February 2012
Job Assistant Manager, Financial Planning
Industry Retail
Experience
Macy's Merchandising Group March 2012 - Present
New York Life Insurance Company September 2009 - February 2012
New York Life Insurance Company May 2008 - August 2008
Skills
Microsoft Office, Excel, Word, PowerPoint, Research, Analysis, Financial Analysis, Modeling
Education
University of Nevada-Reno 2004 — 2009
BS, Business Administration- Economics and International Business
Macy's Merchandising Group March 2012 - Present
New York Life Insurance Company September 2009 - February 2012
New York Life Insurance Company May 2008 - August 2008
Skills
Microsoft Office, Excel, Word, PowerPoint, Research, Analysis, Financial Analysis, Modeling
Education
University of Nevada-Reno 2004 — 2009
BS, Business Administration- Economics and International Business
Jim Sundquist LUTCF's New York Life Insurance Company Experience February 2001 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2001 - Present
Skills
Leadership, Management, Retirement Planning, Investments, Insurance, Fixed Annuities, Strategic Financial..., Sales, Strategic Planning, IRAs, Customer Service, Microsoft Excel, Estate Planning, Long-term Care, Financial Planning, Business Development, Life Insurance, Leadership Development, Term Life Insurance, Budgets, Retirement Plan..., Health Insurance, Whole Life Insurance, Business Planning
Education
University of Nevada-Reno
Bachelor of Business Administration (BBA)
New York Life Insurance Company February 2001 - Present
Skills
Leadership, Management, Retirement Planning, Investments, Insurance, Fixed Annuities, Strategic Financial..., Sales, Strategic Planning, IRAs, Customer Service, Microsoft Excel, Estate Planning, Long-term Care, Financial Planning, Business Development, Life Insurance, Leadership Development, Term Life Insurance, Budgets, Retirement Plan..., Health Insurance, Whole Life Insurance, Business Planning
Education
University of Nevada-Reno
Bachelor of Business Administration (BBA)
Scott Ritchie, LUTCF's New York Life Insurance Company Experience August 2004 - December 2009
Job College of Staten Island
Industry Financial Services
Experience
Research Foundation of The City University of New York September 2015 - Present
ADP January 2014 - August 2015
Net Worth Management September 2013 - January 2014
Mutual of America November 2009 - May 2013
New York Life Insurance Company August 2004 - December 2009
Skills
Retirement Planning, 401k, SEP, Employee Benefits, IRA's, Annuities, Retirement, Roth IRA, Insurance, Series 6, Pensions, Benefits, Asset Allocation, Customer Relations, New Business Development, Investment Strategies, Securities, Defined Benefit, Annuity, Word, Excel, ERISA, Mutual Funds, Long Term Care, Series 63, Retirement Solutions, Deferred Compensation, Simple IRA, Retirement Savings, Benefits Communication, IRAs, Fixed Annuities, Financial Services, Life Insurance, Retirement Plan..., Qualified Retirement..., Long Term Care Insurance
Education
University of North Carolina at Wilmington 1989 — 1992
English
Research Foundation of The City University of New York September 2015 - Present
ADP January 2014 - August 2015
Net Worth Management September 2013 - January 2014
Mutual of America November 2009 - May 2013
New York Life Insurance Company August 2004 - December 2009
Skills
Retirement Planning, 401k, SEP, Employee Benefits, IRA's, Annuities, Retirement, Roth IRA, Insurance, Series 6, Pensions, Benefits, Asset Allocation, Customer Relations, New Business Development, Investment Strategies, Securities, Defined Benefit, Annuity, Word, Excel, ERISA, Mutual Funds, Long Term Care, Series 63, Retirement Solutions, Deferred Compensation, Simple IRA, Retirement Savings, Benefits Communication, IRAs, Fixed Annuities, Financial Services, Life Insurance, Retirement Plan..., Qualified Retirement..., Long Term Care Insurance
Education
University of North Carolina at Wilmington 1989 — 1992
English
Will Flaa's New York Life Insurance Company Experience January 1996 - January 1998
Job Managing Director at Cantor Fitzgerald CCRE
Industry Commercial Real Estate
Experience
Cantor Fitzgerald - CCRE September 2010 - Present
GOLDMAN SACHS COMMERCIAL MORTGAGE CAPITAL March 1998 - August 2010
NEW YORK LIFE INSURANCE COMPANY January 1996 - January 1998
KOEPPEL TENER RE SERVICES January 1993 - January 1996
AMERICAN FEDERAL BANK January 1990 - January 1993
Education
University of North Texas
B.B.A, Real Estate and Finance
Cantor Fitzgerald - CCRE September 2010 - Present
GOLDMAN SACHS COMMERCIAL MORTGAGE CAPITAL March 1998 - August 2010
NEW YORK LIFE INSURANCE COMPANY January 1996 - January 1998
KOEPPEL TENER RE SERVICES January 1993 - January 1996
AMERICAN FEDERAL BANK January 1990 - January 1993
Education
University of North Texas
B.B.A, Real Estate and Finance
Raymond Hassell's New York Life Insurance Company Experience Registered RepCigna Individual Financial ServicesJune 1985 - May 1996
Job Registered Rep at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company Registered RepCigna Individual Financial ServicesJune 1985 - May 1996
Education
University of North Carolina at Chapel Hill 1962 — 1966
BA, English-History
New York Life Insurance Company Registered RepCigna Individual Financial ServicesJune 1985 - May 1996
Education
University of North Carolina at Chapel Hill 1962 — 1966
BA, English-History
Beth Harper's New York Life Insurance Company Experience August 2009 - February 2011
Job Independent Insurance Agent
Industry Financial Services
Experience
Independent Insurance Agent March 2009 - Present
New York Life Insurance Company August 2009 - February 2011
Duval County Public Schools August 2007 - June 2008
Skills
Fixed Annuities, IRAs, Long-term Care, Long Term Care Insurance, Retirement Planning, Disability Insurance, Life Insurance, Term Life Insurance, Whole Life, Retirement, Buy-sell Agreements
Education
University of North Florida 1999 — 2005
Middle School Math/Science, Education
University of North Florida 1997 — 1999
Middle School Education, Math Ed.
Independent Insurance Agent March 2009 - Present
New York Life Insurance Company August 2009 - February 2011
Duval County Public Schools August 2007 - June 2008
Skills
Fixed Annuities, IRAs, Long-term Care, Long Term Care Insurance, Retirement Planning, Disability Insurance, Life Insurance, Term Life Insurance, Whole Life, Retirement, Buy-sell Agreements
Education
University of North Florida 1999 — 2005
Middle School Math/Science, Education
University of North Florida 1997 — 1999
Middle School Education, Math Ed.
Susan Whittington's New York Life Insurance Company Experience March 1985 - Present
Job Financial Adviser at New York Life Insurance Company
Industry Financial Services
Experience
The Episcopal Church January 2011 - Present
Gallant Stables 1995 - Present
New York Life Insurance Company March 1985 - Present
Education
Wake Forest University School of Business 1982 — 1984
MBA, Business
University of North Carolina at Greensboro 1968 — 1974
BA,MEd, History
The Episcopal Church January 2011 - Present
Gallant Stables 1995 - Present
New York Life Insurance Company March 1985 - Present
Education
Wake Forest University School of Business 1982 — 1984
MBA, Business
University of North Carolina at Greensboro 1968 — 1974
BA,MEd, History
Annette Wimmer's New York Life Insurance Company Experience 1978 - 1982
Job CFOVice President Business Development at FS Medical Technology
Industry Mechanical or Industrial Engineering
Experience
FS Medical Technology July 2001 - Present
Independent Consultant 1998 - 2001
Omni Healthcare 1992 - 1998
Foundation Health Plan 1987 - 1991
Atlantic Community College 1980 - 1984
New York Life Insurance Company 1978 - 1982
Harrah's Entertainment 1969 - 1977
Skills
Direct Sales, Sales Operations, Sales Skills Training, Technical Writing, Social Media Marketing, Sales Management, New Business Development, Product Development, Negotiation, Sales, Key Account Management, Account Management, Microsoft Office, Strategic Planning, Business Development, Project Management, Team Building, Manufacturing, Leadership, Process Improvement, Management, Cross-functional Team..., Selling Skills
Education
University of San Diego 1999 — 2000
Masters in Leadership program
University of Nevada-Reno 1965 — 1971
BS, Political Science
FS Medical Technology July 2001 - Present
Independent Consultant 1998 - 2001
Omni Healthcare 1992 - 1998
Foundation Health Plan 1987 - 1991
Atlantic Community College 1980 - 1984
New York Life Insurance Company 1978 - 1982
Harrah's Entertainment 1969 - 1977
Skills
Direct Sales, Sales Operations, Sales Skills Training, Technical Writing, Social Media Marketing, Sales Management, New Business Development, Product Development, Negotiation, Sales, Key Account Management, Account Management, Microsoft Office, Strategic Planning, Business Development, Project Management, Team Building, Manufacturing, Leadership, Process Improvement, Management, Cross-functional Team..., Selling Skills
Education
University of San Diego 1999 — 2000
Masters in Leadership program
University of Nevada-Reno 1965 — 1971
BS, Political Science
Bryan Gurley's New York Life Insurance Company Experience 1980 - 1980
Job Regional Manager at Rack Room Shoes
Industry Retail
Experience
Rack Room Shoes August 1980 - Present
Rack Room Shoes 1989 - 1994
New York Life Insurance Company 1980 - 1980
Butler Shoes, Inc. 1975 - 1980
Skills
Retail, Account Management, Customer Service, Fashion, Inventory Control, Leadership, Merchandising, Microsoft Excel, Microsoft Office, Negotiation, New Store Openings, Profit, Purchasing, Retail Sales, Sales, Sales Management, Store Management, Store Operations, Strategic Planning, Team Building, Visual Merchandising
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1993
Young Excutives Institute, Business Management
UNCC 1975 — 1976
Business Administration, Business Management
Rack Room Shoes August 1980 - Present
Rack Room Shoes 1989 - 1994
New York Life Insurance Company 1980 - 1980
Butler Shoes, Inc. 1975 - 1980
Skills
Retail, Account Management, Customer Service, Fashion, Inventory Control, Leadership, Merchandising, Microsoft Excel, Microsoft Office, Negotiation, New Store Openings, Profit, Purchasing, Retail Sales, Sales, Sales Management, Store Management, Store Operations, Strategic Planning, Team Building, Visual Merchandising
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1993
Young Excutives Institute, Business Management
UNCC 1975 — 1976
Business Administration, Business Management
Dennis R. Carter's New York Life Insurance Company Experience July 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company July 2013 - Present
Southern Hills Hospital and Medical Center November 2012 - September 2013
Stewart, Archibald & Barney, LLP January 2010 - November 2012
Stewart, Archibald & Barney, LLP July 2007 - December 2009
Skills
Licensed Life Insurance..., Insurance, Annuity Sales, Key Person Protection, Small Business, Wealth Preservation..., Gifting Strategies, Estate Planning, Asset Protection, Legacies, 401k Rollovers
Education
University of Nevada-Las Vegas 2002 — 2006
BSBA, Accounting
Green Valley High School
Honors Diploma
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company July 2013 - Present
Southern Hills Hospital and Medical Center November 2012 - September 2013
Stewart, Archibald & Barney, LLP January 2010 - November 2012
Stewart, Archibald & Barney, LLP July 2007 - December 2009
Skills
Licensed Life Insurance..., Insurance, Annuity Sales, Key Person Protection, Small Business, Wealth Preservation..., Gifting Strategies, Estate Planning, Asset Protection, Legacies, 401k Rollovers
Education
University of Nevada-Las Vegas 2002 — 2006
BSBA, Accounting
Green Valley High School
Honors Diploma
Tim Brinker's New York Life Insurance Company Experience December 2007 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2007 - Present
Rainbow Northshore BPG 2002 - 2008
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Long-term Care, Retirement, Insurance, IRAs, Long Term Care Insurance, Wealth Accumulation, Disability Insurance, Investments, Mutual Funds, Strategic Financial..., Term Life Insurance, Health Insurance, Employee Benefits, Trusts, Sales Management, Tax, New Business Development
Education
University of New Orleans
Civil Engineering and Physics
New York Life Insurance Company December 2007 - Present
Rainbow Northshore BPG 2002 - 2008
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Long-term Care, Retirement, Insurance, IRAs, Long Term Care Insurance, Wealth Accumulation, Disability Insurance, Investments, Mutual Funds, Strategic Financial..., Term Life Insurance, Health Insurance, Employee Benefits, Trusts, Sales Management, Tax, New Business Development
Education
University of New Orleans
Civil Engineering and Physics
Nate Summerson's New York Life Insurance Company Experience Assitant GMCountry Inn and Suites, Lincoln, NE2008 - 2009
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company Assitant GMCountry Inn and Suites, Lincoln, NE2008 - 2009
Hampton Inn Lincoln Airport, Lincoln, NE 2007 - 2008
Beacon Hills, Lincoln, NE 2004 - 2007
Education
University of Nebraska-Lincoln 2003 — 2007
Bachelor, Finance
North Platte High School
New York Life Insurance Company Assitant GMCountry Inn and Suites, Lincoln, NE2008 - 2009
Hampton Inn Lincoln Airport, Lincoln, NE 2007 - 2008
Beacon Hills, Lincoln, NE 2004 - 2007
Education
University of Nebraska-Lincoln 2003 — 2007
Bachelor, Finance
North Platte High School
Manjari Sapre's New York Life Insurance Company Experience April 2009 - April 2010
Job Software Engineer III at Bally Technologies
Industry Gambling & Casinos
Experience
Bally Technologies April 2010 - Present
New York Life Insurance Company April 2009 - April 2010
University of Nevada Reno June 2008 - March 2009
Triple Point Technology January 2006 - December 2006
Triple Point Technology August 2004 - December 2005
Incotec Software February 2004 - July 2004
Tele Atlas June 2001 - January 2004
Education
University of Nevada-Reno 2007 — 2009
MS, Computer Science
Institute of Engineering and Technology, DAVV 1997 — 2001
B.E., Electronics and Instrumentation
Holy Cross School
Bally Technologies April 2010 - Present
New York Life Insurance Company April 2009 - April 2010
University of Nevada Reno June 2008 - March 2009
Triple Point Technology January 2006 - December 2006
Triple Point Technology August 2004 - December 2005
Incotec Software February 2004 - July 2004
Tele Atlas June 2001 - January 2004
Education
University of Nevada-Reno 2007 — 2009
MS, Computer Science
Institute of Engineering and Technology, DAVV 1997 — 2001
B.E., Electronics and Instrumentation
Holy Cross School
Daniel Yelverton's New York Life Insurance Company Experience 2010 - April 2014
Job Life Insurance Specialist at Health Benefits US
Industry Financial Services
Experience
Health Benefits US April 2014 - Present
New York Life Insurance Company 2010 - April 2014
York Simpson Underwood 2009 - 2010
Fonville Morisey and Barefoot 2008 - 2009
Skills
Term Life Insurance, Health Insurance, Financial Analysis, Financial Modeling, Public Speaking, Small Business, Microsoft Excel, Sales, Strategic Planning, Leadership, Customer Service, PowerPoint, Microsoft Office, Marketing, Account Management, Fundraising, Brokers, Outlook
Education
University of North Carolina at Chapel Hill
BA, History
Health Benefits US April 2014 - Present
New York Life Insurance Company 2010 - April 2014
York Simpson Underwood 2009 - 2010
Fonville Morisey and Barefoot 2008 - 2009
Skills
Term Life Insurance, Health Insurance, Financial Analysis, Financial Modeling, Public Speaking, Small Business, Microsoft Excel, Sales, Strategic Planning, Leadership, Customer Service, PowerPoint, Microsoft Office, Marketing, Account Management, Fundraising, Brokers, Outlook
Education
University of North Carolina at Chapel Hill
BA, History
Clark Ramsey's New York Life Insurance Company Experience 1976 - 1981
Job Senior Vice President & Chief Actuary at Employers Reassurance Corp
Industry Insurance
Experience
Employers Reassurance Corp Corporate ActuaryIrish Life of North America1998 - 2000
Allstate Life 1995 - 1998
KPMG 1981 - 1991
New York Life Insurance Company 1976 - 1981
Skills
Actuarial Science, Reinsurance, Insurance, Valuation, Fixed Annuities, Enterprise Risk..., Life Insurance, ALM, Financial Modeling, Financial Risk, Pricing, Risk Management
Education
University of Nebraska-Lincoln
Employers Reassurance Corp Corporate ActuaryIrish Life of North America1998 - 2000
Allstate Life 1995 - 1998
KPMG 1981 - 1991
New York Life Insurance Company 1976 - 1981
Skills
Actuarial Science, Reinsurance, Insurance, Valuation, Fixed Annuities, Enterprise Risk..., Life Insurance, ALM, Financial Modeling, Financial Risk, Pricing, Risk Management
Education
University of Nebraska-Lincoln
Lynor Romer's New York Life Insurance Company Experience July 2013 - Present
Job Manager, Marketing Production at New York Life
Industry Marketing and Advertising
Experience
New York Life Insurance Company July 2013 - Present
Universal Health Care 2010 - 2013
FKQ Advertising & Marketing 2007 - 2010
Packaging Management Group 2001 - 2007
Pasco Brands 2000 - 2001
Hillsboro Printing 1995 - 2000
Skills
Direct Mail, Direct Marketing, Print Production, Advertising, Creative Direction, Print Production Process, Vendor Management, Vendor Relationships, Highly Detailed, New Vendor Development, Print Negotiation, Postal Regulations, Budget Setting, Cost-savings, Print Estimating, Color Printing, Digital Printing, Offset Printing, Web printing, Fulfillment Management, Kitting, Outdoor Advertising, Integrated Marketing, Print, Variable Data Printing, Email Marketing, Project Management, Marketing, Web-to-print, Marketing Communications, Multi-channel Marketing, Trade Shows, Marketing Strategy, Sales, Management, Training, Budgets, Leadership, Account Management, Copywriting, Newsletters, Print Management, Creative Services, Brand Development
Education
University of North Florida
Bachelor of Arts (BA), Graphic Design
New York Life Insurance Company July 2013 - Present
Universal Health Care 2010 - 2013
FKQ Advertising & Marketing 2007 - 2010
Packaging Management Group 2001 - 2007
Pasco Brands 2000 - 2001
Hillsboro Printing 1995 - 2000
Skills
Direct Mail, Direct Marketing, Print Production, Advertising, Creative Direction, Print Production Process, Vendor Management, Vendor Relationships, Highly Detailed, New Vendor Development, Print Negotiation, Postal Regulations, Budget Setting, Cost-savings, Print Estimating, Color Printing, Digital Printing, Offset Printing, Web printing, Fulfillment Management, Kitting, Outdoor Advertising, Integrated Marketing, Print, Variable Data Printing, Email Marketing, Project Management, Marketing, Web-to-print, Marketing Communications, Multi-channel Marketing, Trade Shows, Marketing Strategy, Sales, Management, Training, Budgets, Leadership, Account Management, Copywriting, Newsletters, Print Management, Creative Services, Brand Development
Education
University of North Florida
Bachelor of Arts (BA), Graphic Design
Ted Mangmati's New York Life Insurance Company Experience July 2011 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2011 - Present
Bellevue, WA August 2005 - June 2011
Bank of America December 2001 - January 2005
Skills
Series 6, Life Insurance, Fixed Annuities, Underwriting, Retirement Planning, Series 63, Disability Insurance, Mortgage Lending, Cross Selling, Mutual Funds, Insurance, Term Life Insurance, Loans, Small Business Lending, Banking
Education
City University 1995 — 1996
MBA, Marketing
University of North Texas 1992 — 1993
New York Life Insurance Company July 2011 - Present
Bellevue, WA August 2005 - June 2011
Bank of America December 2001 - January 2005
Skills
Series 6, Life Insurance, Fixed Annuities, Underwriting, Retirement Planning, Series 63, Disability Insurance, Mortgage Lending, Cross Selling, Mutual Funds, Insurance, Term Life Insurance, Loans, Small Business Lending, Banking
Education
City University 1995 — 1996
MBA, Marketing
University of North Texas 1992 — 1993
Samuel (Sam) Stern, Ph.D.'s New York Life Insurance Company Experience 2011 - 2013
Job Insurance Professional at Insphere Insurance Solutions
Industry Financial Services
Experience
Hatzlachah, llc. 1999 - Present
Insphere Insurance Solutions 2013 - July 2014
New York Life Insurance Company 2011 - 2013
Modern Woodmen of America 2010 - 2011
Stern and Associates 1999 - 2009
Harrigan Company 1995 - 1998
Wisconsin School of Professional Psychology 1993 - 1994
Smith Barney Harris Upham and Co., Inc. 1990 - 1992
Marquette University June 1990 - August 1990
Bear Stearns and Co. 1988 - 1990
Skills
Investments, Retirement Planning, Disability Insurance, 401k, Long-term Care, Fixed Annuities, Health Insurance, IRAs, Estate Planning, Series 63, Mutual Funds, Life Insurance, Term Life Insurance, Whole Life, Series 6, Financial Planners, Series 7, Employee Benefits, Universal Life, Financial Advisory, Wealth Accumulation, College Savings Plans, Securities, Insurance, Long Term Care Insurance, Health Care Reform, Small Business, Strategic Financial..., Wealth, Asset Allocation, Investment Advisory, Savings, 401k Rollovers, Mortgage Lending, Workers Compensation, Variable Annuities, Medicare, Retirement, Portfolio Management, Finance, Roth IRA, Qualified Retirement..., Wealth Management, Critical Illness, Pensions, Financial Services, Life & Health Insurance...
Education
University of Nebraska-Lincoln 1964 — 1969
phd, sociology
University of Wisconsin-Madison 1960 — 1964
B.S., Philosophy
Hatzlachah, llc. 1999 - Present
Insphere Insurance Solutions 2013 - July 2014
New York Life Insurance Company 2011 - 2013
Modern Woodmen of America 2010 - 2011
Stern and Associates 1999 - 2009
Harrigan Company 1995 - 1998
Wisconsin School of Professional Psychology 1993 - 1994
Smith Barney Harris Upham and Co., Inc. 1990 - 1992
Marquette University June 1990 - August 1990
Bear Stearns and Co. 1988 - 1990
Skills
Investments, Retirement Planning, Disability Insurance, 401k, Long-term Care, Fixed Annuities, Health Insurance, IRAs, Estate Planning, Series 63, Mutual Funds, Life Insurance, Term Life Insurance, Whole Life, Series 6, Financial Planners, Series 7, Employee Benefits, Universal Life, Financial Advisory, Wealth Accumulation, College Savings Plans, Securities, Insurance, Long Term Care Insurance, Health Care Reform, Small Business, Strategic Financial..., Wealth, Asset Allocation, Investment Advisory, Savings, 401k Rollovers, Mortgage Lending, Workers Compensation, Variable Annuities, Medicare, Retirement, Portfolio Management, Finance, Roth IRA, Qualified Retirement..., Wealth Management, Critical Illness, Pensions, Financial Services, Life & Health Insurance...
Education
University of Nebraska-Lincoln 1964 — 1969
phd, sociology
University of Wisconsin-Madison 1960 — 1964
B.S., Philosophy
Scott Karam's New York Life Insurance Company Experience September 2010 - May 2011
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2010 - May 2011
Education
University of New Hampshire 2005 — 2009
BA, Mathematics
New York Life Insurance Company September 2010 - May 2011
Education
University of New Hampshire 2005 — 2009
BA, Mathematics
Marc Woodstuff's New York Life Insurance Company Experience March 2011 - Present
Job
Industry Financial Services
Experience
New York Life Insurance Company March 2011 - Present
Education
University of Nevada-Reno 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Economics
New York Life Insurance Company March 2011 - Present
Education
University of Nevada-Reno 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Economics
Cliff Humphrey's New York Life Insurance Company Experience June 2014 - June 2015
Job Passionately working to educate Americans about retirement.
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - June 2015
First Command Financial Services November 2013 - February 2015
Countrywide Home Loans June 2004 - December 2011
Skills
Customer Service, Team Leadership, Training, Change Management, Research, Insurance Policies, Financial Services, Indexed Annuities, Variable Annuities, Variable Products, Tax, Term Life Insurance, Whole Life Insurance, Living Benefit Riders, Team Motivation, Insurance, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, AS400 Administration, Fiserv, Sales, Presentation Skills, Recruiting, Back Office, Process Improvement
Education
University of North Texas 2009 — 2011
Bachelor’s Degree, Organizational Behavior/Human Resource Management
New York Life Insurance Company June 2014 - June 2015
First Command Financial Services November 2013 - February 2015
Countrywide Home Loans June 2004 - December 2011
Skills
Customer Service, Team Leadership, Training, Change Management, Research, Insurance Policies, Financial Services, Indexed Annuities, Variable Annuities, Variable Products, Tax, Term Life Insurance, Whole Life Insurance, Living Benefit Riders, Team Motivation, Insurance, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, AS400 Administration, Fiserv, Sales, Presentation Skills, Recruiting, Back Office, Process Improvement
Education
University of North Texas 2009 — 2011
Bachelor’s Degree, Organizational Behavior/Human Resource Management
Jeffrey Maldaner's New York Life Insurance Company Experience September 1992 - December 2000
Job TopRated Sales Veteran
Industry Insurance
Experience
My Wahoo PC January 2001 - Present
Developmental Services of Nebraska December 2008 - June 2012
New York Life Insurance Company September 1992 - December 2000
Federal Home Life Insurance Co. April 1983 - August 1992
United States Air Force April 1979 - April 1983
Skills
Communication Skills, Journalism, Advertising, Sales, Computer Repair, Creative Writing
Education
University of Nebraska-Lincoln 1995 — 2000
Bachelor of Journalism Degree, Advertising
My Wahoo PC January 2001 - Present
Developmental Services of Nebraska December 2008 - June 2012
New York Life Insurance Company September 1992 - December 2000
Federal Home Life Insurance Co. April 1983 - August 1992
United States Air Force April 1979 - April 1983
Skills
Communication Skills, Journalism, Advertising, Sales, Computer Repair, Creative Writing
Education
University of Nebraska-Lincoln 1995 — 2000
Bachelor of Journalism Degree, Advertising
Andrea Thormod's New York Life Insurance Company Experience August 2012 - Present
Job Office Administrator at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - Present
Liberty Tax Service January 2012 - April 2012
Fidelity Investments April 2007 - August 2007
Skills
Microsoft Excel, Tax Preparation, Customer Service, Microsoft Office, Front Office Support
Education
University of Northern Colorado 2006 — 2011
Bachelor of Science (B.S.), Accounting
Hochschule Furtwangen University
International Business Management
New York Life Insurance Company August 2012 - Present
Liberty Tax Service January 2012 - April 2012
Fidelity Investments April 2007 - August 2007
Skills
Microsoft Excel, Tax Preparation, Customer Service, Microsoft Office, Front Office Support
Education
University of Northern Colorado 2006 — 2011
Bachelor of Science (B.S.), Accounting
Hochschule Furtwangen University
International Business Management
Ken Primus's New York Life Insurance Company Experience March 2005 - November 2011
Job Military Professional
Industry Military
Experience
US Army 1985 - 2013
New York Life Insurance Company March 2005 - November 2011
Education
University of Nebraska-Lincoln 1994 — 1996
MA, Philosophy
Washington State University 1981 — 1985
Bachelor of Arts (B.A.), Communication and Media Studies
US Army 1985 - 2013
New York Life Insurance Company March 2005 - November 2011
Education
University of Nebraska-Lincoln 1994 — 1996
MA, Philosophy
Washington State University 1981 — 1985
Bachelor of Arts (B.A.), Communication and Media Studies
Christopher Roberge's New York Life Insurance Company Experience sales associateDICK'S Sporting GoodsAugust 2012 - July 2013
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company sales associateDICK'S Sporting GoodsAugust 2012 - July 2013
Sports Authority May 2012 - August 2012
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2013
Bachelor of Science (BS), Finance, General
University of Rhode Island - College of Business Administration 2009 — 2010
New York Life Insurance Company sales associateDICK'S Sporting GoodsAugust 2012 - July 2013
Sports Authority May 2012 - August 2012
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2013
Bachelor of Science (BS), Finance, General
University of Rhode Island - College of Business Administration 2009 — 2010
James Foran's New York Life Insurance Company Experience May 2011 - August 2011
Job Senior Auditor at Union Pacific Railroad
Industry Transportation/Trucking/Railroad
Experience
Union Pacific Railroad May 2012 - Present
New York Life Insurance Company May 2011 - August 2011
Skills
Microsoft SQL Server, Microsoft Excel
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science (BS), Finance, General
Union Pacific Railroad May 2012 - Present
New York Life Insurance Company May 2011 - August 2011
Skills
Microsoft SQL Server, Microsoft Excel
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science (BS), Finance, General