New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Encino Chamber of Commerce January 2010 - Present
KSA Management Inc September 2008 - Present
New York Life Insurance Company 2009 - 2010
Seaturtle Entertainment, Inc. June 2007 - April 2008
LeCreuset Of America June 2006 - June 2007
Haber Corporation June 2001 - June 2006
Haber Corp. June 2000 - June 2001
Skills
Payroll, Tax, Financial Statements, Small Business, Non-profits, Event Planning, New Business Development, Social Media Marketing, Tour Accounting, Social Media, Advertising, Marketing Strategy, Marketing, Budgets, Nonprofits, Music, Time Management, Insurance, Strategic Planning, Leadership, Customer Service, Social Networking, Auditing, Fundraising, Event Management, Entrepreneurship, Public Relations, Public Speaking, Business Development, Accounting, Online Advertising, Marketing Communications, Business Planning, Email Marketing, Start-ups, Negotiation, Digital Media
Education
University of Phoenix 2009 — 2011
Bachelors
Western International 2004 — 2006
AA
Metal One America, LTD divison of Mitsubishi International November 2014 - Present
NYLIFE Securities LLC July 2014 - December 2014
New York Life Insurance Company October 2013 - December 2014
Eleven Arts July 2013 - September 2013
Skills
Retirement Planning, Estate Planning, Insurance, Permanent Life Insurance, Networking
Education
University of Notre Dame 2009 — 2013
Bachelor's Degree, Japanese Language and Literature, Pre-Med, International Business
New York Life Insurance Company 2011 - Present
New York Life 2007 - 2011
Skills
Insurance, Retirement Planning, Retirement, Leadership, Estate Planning, Sales, 401(k) Rollovers, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, IRA Rollovers, Financial Services, Financial Recruiting, Key Person Protection, Legacy Planning, Multi-Generational...
Education
Oxford University 2007 — 2008
Loyola Marymount University 2003 — 2007
Business Law and Finance
FIA Insurance & Investments January 2006 - Present
NYLIFE Securities April 2011 - February 2015
New York Life Insurance Company September 2010 - February 2015
Cody Freeman Golf June 2002 - October 2009
Skills
Insurance, Retirement Planning, Annuities, Long Term Care, Fixed Annuities, Disability Insurance, Life Insurance, Long-term Care, Estate Planning, Financial Services, IRAs, Investments, Health Insurance, Strategic Financial..., Term Life Insurance, Universal Life, Whole Life, Retirement, Roth IRA, Small Business, Wealth Management, 401k
Education
University of Oklahoma 1997 — 2002
Bachelors, Business administration
NYLIFE Securities LLC April 2005 - Present
New York Life Insurance Company April 2005 - Present
UPS June 1998 - June 2005
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational ..., Multi-Generational ..., Protection Planning/ ..., Retirement, Retirement planning, Small Business, Succession planning, Wealth Preservation ..., Retirement Planning, Team Building, Marketing, Finance, Leadership, Life Insurance, Customer Service, Sales, Public Speaking, Social Media
Education
University of Oregon 1996 — 2002
Bachelor of Science (BS), Accounting
Advanced Medical Personnel Services Inc. January 2014 - Present
New York Life Insurance Company January 2011 - December 2013
Skills
Leadership, Life Insurance
Education
University of Northern Colorado 2006 — 2010
Sociology, Human Development and Family Studies, General
Contraction and Installation Engineering in Longkou branch Company August 2014 - Present
New York Life Insurance Company July 2012 - March 2014
Skills
Microsoft Office, Microsoft Excel, Final Cut Pro, Microsoft Word, Social media marketing, Value Selling, Piano Performance, Electric Guitar, conductor, Chinese Calligraphy, Online Search, Drum Set, Data Analysis
Education
University of Oregon 2010 — 2013
Bachelor's degree, Film / Communication Disorder and Sciences/Comic Studies
Minqing 1st High School, Fuzhou, Fujian
New York Life Insurance Company March 2011 - Present
Amerigroup Corporation June 2010 - February 2011
AOM Healthcare Solutions 2005 - 2009
Owens & Minor 2005 - 2009
Capital One 1998 - 2005
Capital One Financial 1998 - 2005
Skills
Coaching, Training, Talent Management, Call Centers, Leadership, Organizational..., Sales, Customer Service, Customer Retention, Business Planning, Performance Management, Employee Relations, Recruiting, Process Improvement, Employee Engagement, Team Building, Leadership Development, Employee Training, Management, Vendor Management, Change Management, Onboarding, Hiring, Interviews, Team Leadership
Education
University of Phoenix 2002 — 2005
Bachelor of Business Management, Business
New York Life Insurance Company June 2015 - Present
Towers Watson May 2014 - August 2014
The Wharton School February 2014 - May 2014
Citi June 2013 - August 2013
Aon Risk Solutions June 2012 - August 2012
Skills
Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Modeling, Data Analysis, Actuarial Science, Actuarial Consulting, Valuation, Financial Risk..., Retirement Planning, Statistics, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics- Finance, Actuarial Science, Operations and Information Management
Singapore American School 2003 — 2011
Bayside Insurance Associates, Inc. February 2014 - July 2015
New York Life Insurance Company July 2012 - January 2014
Trainerbrands by G2 Lifestyles January 2010 - July 2012
Skills
Retirement Planning, Insurance, Estate Planning, Fixed Annuities, Business Development, Strategic Financial..., Life Insurance, CRM, Investments, Financial Planning, Finance, Cold Calling, Sales Management
Education
University of Oregon 2004 — 2008
Bachelor's, Political Science/ Business
Huntington Beach High School
Huntington Beach High School
New York Life Insurance Company November 2012 - Present
Education
University of Oregon
Stewardship Financial Group, Inc. May 2014 - Present
Eagle Strategies, LLC January 2014 - Present
NYLIFE Securities LLC April 2009 - Present
New York Life Insurance Company April 2009 - Present
Kent Moss & Associates July 2012 - May 2014
T. Rowe Price September 2007 - March 2009
Skills
Investments, Estate Planning, Charitable Giving, Business Succession..., Employee Benefits, Life Insurance..., Lifetime Income..., Retirement Income..., Supplements to Employee..., Creative Problem Solving, Customer Satisfaction, Management, Strategic Planning, 401(k) Rollovers, Customer Service, Small Business
Education
University of Phoenix 2008 — 2009
Global Business Management
Bloomingdale High School 1996 — 1998
Glendale Unified School District September 2015 - Present
Armenian American Chamber of Commerce January 2015 - Present
M Consulting February 2013 - Present
FISCAL CREDIT UNION January 2002 - Present
Fiscal Credit Union December 2005 - December 2007
Fiscal Credit Union June 2004 - December 2005
Logix Federal Credit Union January 2004 - June 2004
New York Life Insurance Company March 1999 - January 2002
Skills
Banking, Credit, Loans, Consumer Lending, Strategic Planning, E-commerce Consulting, Operations Management, Services Marketing, Sales Management, Credit Analysis, Risk Management, Credit Unions, Executive Management, Loan Origination, New Business Development, Strategic Financial..., ALM, Team Building, Coaching, Mobile Banking, Marketing, Strategy, Cross Selling, Training, Customer Service, Strategic Partnerships, Mortgage Lending, Sales, Business Development, Commercial Lending, Customer Retention, Retail Banking, Credit Cards, Financial Services, Credit Risk, Insurance, Small Business Lending, Branch Management, Finance, Internet Banking, Relationship Management
Education
University of Pennsylvania - The Wharton School 2015 — 2015
CUES CEO Institute I
California State University-Northridge 2013 — 2014
Bachelor of Arts (B.A.), Economics
Glendale Community College 2012 — 2013
Associate's degree, Economics, General
Los Angeles City College 2012 — 2013
Western CUNA Management School Pomona College 2011 — 2013
Certification, Finance and Financial Management Services, Marketing, Business Law, Strategic Planning, Economics.
Eagle Strategies, LLC March 2011 - Present
New York Life Insurance Company February 2002 - Present
NYLIFE Securities March 2002 - Present
Reimer Financial Group January 2011 - Present
Skills
Estate Planning, Insurance, 401(k) Rollovers, Protection..., Annuity Sales, Licensed Life Insurance..., Key Person Protection, Wealth Preservation...
Education
University of Northern Iowa 1993 — 1998
Bachelor of Arts (BA), Economics and Political Science
Garnavillo High School 1989 — 1993
Citywide Home Loans January 2015 - Present
New York Life Insurance Company August 2011 - Present
Donna Baldwin Agency August 2009 - Present
Abercrombie & Fitch August 2010 - August 2011
Education
University of Northern Colorado 2005 — 2009
Bachelor of Science (B.S.), Mass Communication/Media Studies
Self Employed March 2015 - Present
Finish Line June 2014 - Present
D.J. Hamilton & Co. EPCA, LLC November 2009 - Present
DEBRATRE, LLC June 2012 - August 2014
New York Life Insurance Company January 2014 - June 2014
University of Oregon April 2012 - June 2013
Norvell's Janitorial Services January 2011 - December 2012
Vector Marketing June 2011 - September 2011
DEBRATRE, LLC May 2011 - September 2011
Norvell's Janitorial Services January 2009 - January 2011
Skills
Management, Preparation Of Reports, Written Correspondence, General Office Skills, Computer/ Technology..., Customer Service via..., Scheduling, Accounting/Bookkeeping, Professional..., Office Operations, Sales, Asset Management, Wealth Management, Market Analysis, Small Business, Entrepreneurship, Corporate Governance, Collaboration, Strategic Partnerships, Social Networking, Social Media, Computer Hardware, Computer Repair, Virus Removal, Server Administration, Real Estate, Web Development, Email Clients, Drawing, Artistry, Order Processing, Purchase Orders
Education
University of Oregon 2013 — 2017
Computer Science, Business Minor
University of Oregon 2011 — 2013
Biochemistry, Business minor
Beaverton High School 2007 — 2011
Business, Medical/Health
New York Life Insurance Company February 2014 - Present
Bank of America January 2013 - February 2014
Yum! Brands May 1997 - January 2013
Skills
Accounting, Finance, Insurance, Retirement, Customer Service, Leadership, Sales, Team Building, Management, Public Speaking, Strategic Planning, Marketing, Microsoft Office, Analysis, Financial Analysis, Social Media, New Business Development, Small Business, Social Networking, Negotiation, Budgets, Time Management, Customer Satisfaction, Coaching
Education
University of Phoenix 2012 — 2014
Master's degree, Accounting
University of Phoenix 2008 — 2011
Bachelor of Science (BS), Accounting
Franklin High School 1995 — 1999
Veritas IM Business March 2015 - Present
Symantec August 2014 - Present
New York Life Insurance Company October 2012 - August 2014
NYLIFE Securities LLC October 2012 - August 2014
New York Life Insurance Company October 2012 - August 2014
WBN 2013 - 2014
The Pampered Chef August 2006 - December 2012
Springfield, Oregon June 2000 - September 2001
Skills
Sales, 401k Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Multi-generational..., Multi-generational..., Retirement Planning, Small Business, Wealth Preservation..., Estate Planning, Coaching, Training, Public Speaking, Leadership, Social Networking, Team Leadership, Microsoft Word, Management, Access, Inspiration, Accounts Receivable, Retirement, Finance, Gifts, Home Based Business, Microsoft Office, Microsoft Excel, Securities, Financial Services, Event Management
Education
University of Oregon 1992 — 1994
Bachelor of Science, Psychology
South Salem High School 1987 — 1990
High School Deploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
FCS
University of Oregon
University of Oregon
New York Life Insurance Company 2012 - Present
Skills
Recruiting, Training, Sales, Banking, Business Development, Financial Analysis, Insurance, Leadership, Employee Benefits, Analysis, Hiring, Small Business, Finance, Securities, Strategic Planning, Risk Management, Financial Services, Investments, Business Planning
Education
University of Phoenix-Southern California Campus
Bachelor of Science (B.S.), Business Administration and Management, General
CUNA Mutual Group March 2015 - Present
New York Life Insurance Company June 2013 - March 2015
CBA January 2011 - May 2013
AIG Retirement Services September 2006 - June 2008
AIG Retirement 2002 - 2008
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Retirement, Risk Management, Investments, Relationship Management, Retirement Planning, Financial Services, Investment Strategies, Insurance, Fixed Annuities, Securities, Mutual Funds, Financial Planning, Life Insurance
Education
University of Notre Dame 1990 — 1994
Human Resources Management
Arizona Leadership Foundation September 2013 - Present
University of Notre Dame July 2011 - June 2013
New York Life Insurance Company December 2006 - June 2011
Parent Aid January 2008 - January 2011
First Command Financial Services July 1991 - November 2006
US Navy May 1979 - December 1985
Skills
Arizona Tax Credits, Capital Campaign, Non-profits, Legacy creation, Insurance, Strategic Planning, Investments, Public Speaking, Risk Management, New Business Development, Small Business, Capital Campaign..., Leadership, Nonprofits, Financial Analysis, Budgets, Analysis, Strategic Financial..., Strategy, Recruiting, Business Development, Team Building, Portfolio Management, Business Planning, Finance, Management Consulting, Management, CRM, Executive Management, Business Strategy, Entrepreneurship, Time Management, Training, Mergers & Acquisitions, Leadership Development, Financial Planning
Education
Columbia University - Graduate School of Business 1990 — 1992
MBA, Finance; Management of Organizations
University of Notre Dame 1975 — 1979
BS, Chemical Engineering
New York Life Insurance Company December 2010 - Present
New York Life Insurance Company June 2007 - December 2011
New York Life Insurance Company February 2001 - June 2007
New York Life Insurance Company March 1999 - February 2001
Skills
Fixed Annuities, Insurance, Access, Lotus Notes, Variable Annuities, System Testing, Microsoft Excel, Customer Service, Superior organizational..., Relationship-builder..., Call Centers, Salesforce.com, Business Process, Life Insurance, Leadership, Logistics, Events Coordination, Employee Benefits, Mutual Funds, Quality Assurance, Health Insurance, Product Management, Program Management, Financial Services, Public Speaking, Time Management, Management, Business Analysis
Education
St Peter's University 2011 — 2013
Master of Business Administration (MBA), Business Administration, Management in Information Systems (MIS)
University of Phoenix 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
SheerID September 2013 - Present
SheerID September 2013 - December 2014
SheerID September 2013 - January 2014
Luxe Gifts April 2011 - January 2014
New York Life Insurance Company June 2009 - September 2010
Skills
Social Networking, Social Media, Customer Service, Management, Public Relations, Community Outreach, Social Media Marketing, Press Releases, Social Media..., Blogging, Marketing, SEO, WordPress, Web Analytics, Strategic Public..., Event Planning, Retail, Administrative...
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing & Communications
New York Life Insurance Company March 2015 - Present
Skills
Microsoft Word, Microsoft Office, Customer Service, Public Speaking
Education
University of Phoenix 2010 — 2013
New York Life Insurance Company January 2015 - Present
New York Life and NYLIFE Securities LLC January 2012 - Present
New York Life Insurance Company January 2012 - Present
Binswanger January 2010 - December 2011
Binswanger January 2008 - December 2009
University of Pennsylvania Athletics Department January 2006 - May 2008
University of Pennsylvania August 2004 - May 2008
Skills
Investments, Insurance, Retirement, Financial Services, Estate Planning, Asset Management, Retirement Planning, Strategic Planning, Wealth Management, Asset Allocation, 401k Rollovers, Asset Protection, Gifting Strategies, Key Person Insurance, Multi-generational..., Multi-generational..., Protection..., Annuity Sales, Small Business, Succession Planning, Wealth Preservation...
Education
University of Pennsylvania
Bachelor of Science, Communications
East Grand Rapids High School
New York Life March 2008 - Present
New York Life Insurance Company May 2002 - August 2008
Rockwell Collins May 1999 - August 2002
The Cbe Group Inc May 1997 - May 1999
Skills
Investments, Mutual Funds, 401k, Strategic Financial..., College Savings Plans, Roth IRA, Wealth Accumulation, Public Speaking, Employee Benefits, Series 6, Financial Planners, Permanent Life Insurance, Sales, Team Building, Training and Development, Public Speaking and..., Writing, Editing, and..., Small Business, Marketing, Financial Planning, Management, Microsoft Office, Leadership, Finance, Customer Service
Education
University of Northern Iowa 1988 — 1992
Bachelor of Arts (BA), Public Relations
Linn-Mar High School 1985 — 1988
The Cambridge Financial Center 2004 - 2015
Penn Mutual 2004 - 2015
New England Financial 2003 - 2004
Principal Financial Group March 1997 - April 2003
New York Life Insurance Company 1992 - 1997
New York Life Insurance Company 1988 - 1992
Skills
Management, Strategic Planning, Leadership, Customer Service, Insurance, Team Building, Retirement Planning, Finance, Public Speaking, Investments
Education
University of Phoenix
Business Management
University of Utah
New York Life Insurance Company November 2011 - January 2014
Skills
Retirement Planning, Customer Service, Sales, Leadership, Public Speaking, Marketing, Life Insurance, Investments, Management, Insurance, Fixed Annuities, Series 7
Education
University of Northern Colorado 2008 — 2011
LHS
Citizens Bank March 2015 - Present
New York Life Insurance Company December 2011 - January 2013
Skills
Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Small Business, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Series 6, Mutual Funds, Universal Life, IRAs, Strategic Financial..., Investments, Series 7, Leadership, 401k, Research, Employee Benefits, Public Speaking, 401k Rollovers, Wealth Management, Microsoft Office, Social Media
Education
University of Pennsylvania 2007 — 2011
Bachelor's degree, Communications
State Farm Insurance January 2013 - Present
New York Life Insurance Company March 2012 - December 2012
Skills
Fixed Annuities, Whole Life, Long Term Care Insurance, Universal Life, Term Life Insurance, Life Insurance, Long-term Care, Disability Insurance, Retirement Planning, Permanent Life Insurance
Education
University of Phoenix 2011 — 2013
CEO/Founder/Owner at OPJ Investments, Retirement & Insurance September 2013 - Present
New York Life Insurance Company November 2010 - August 2013
Army California National Guard July 2007 - July 2013
Alltrust Real-Estate and Lending Co. January 2006 - December 2008
Skills
Leadership, Sales, Microsoft Excel, Marketing, Insurance, Finance, Investments, Microsoft Office, Analysis, Recruiting, Strategic Planning, Employee Benefits, Customer Service, Budgets, Communication, Accounting, Professional Mentoring, Small Business, Management, Retirement Planning, I am fluent in English..., I am skilled in..., Fixed Annuities, Variable Annuities, 401k Rollovers, IRAs, Roth IRA, SEP IRA, College Funding..., Final Expense Planning, Index Funds, Term Life Insurance, Permanent Placement, Permanent Life Insurance, Long Term Care Insurance, Business Development, Corporate Trust, Voluntary Employee...
Education
Kaplan Financial Education 2013 — 2013
Series 7 Securities Course Completed, Banking, Corporate, Finance, and Securities Law, Certificate
University of Phoenix 2010 — 2015
Doctor of Philosophy (Ph.D.), Business Administration and Management, GPA= 3.66
UOPX 2006 — 2010
Master of Business Administration (M.B.A.), Business Administration, GPA= 3.59
University of Chapingo 1997 — 2012
Bachelor's Degree, Enginer in Agricultural Economics
New York Life Insurance Company January 2012 - Present
Makaveli Branded January 2003 - January 2012
Blanco Label January 2004 - January 2011
Education
Wharton School, University of Pennsylvania
b.s. in economics, finance/accounting dual major
Jefferies LLC December 2014 - Present
Jefferies & Company July 2012 - December 2014
Jefferies & Company June 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Education
University of Pennsylvania 2008 — 2012
B.A., Political Science
New York Life Insurance Company July 2001 - Present
Air National Guard July 2001 - May 2015
United States Air Force July 1997 - July 2001
Skills
Insurance, Customer Service, Microsoft Excel, Life Insurance, Outlook, Microsoft Office, Investments, Mutual Funds, Financial Analysis, Strategic Financial..., PowerPoint, Microsoft Word, Analysis, Financial Planning, Retirement Planning, Strategic Planning
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Management
John Mezzalingua Associates LLC d/b/a/ JMA May 2013 - Present
New York Life Insurance Company May 2010 - Present
SEFCU December 2007 - May 2010
Education
University of Phoenix 2005 — 2009
Business Management
MassMutual Financial Group March 2013 - Present
Covenant Community Church July 2006 - Present
New York Life Insurance Company March 2012 - March 2013
U.S. Air Force July 2001 - June 2006
Skills
Microsoft Office, Teamwork, Sales, Leadership, People-oriented, Hospitality, Reliability, Fixed Annuities, Life Insurance, Risk Management, Insurance, Employee Benefits, Finance, Access, Retirement, Disability Insurance, Analysis, Recruiting, Long Term Care Insurance, Customer Satisfaction, Team Building, Health Insurance, Call Centers, Business, Term Life Insurance, Time Management, Training, Accounting, Long-term Care
Education
University of Phoenix 2006 — 2011
MBA
New York Life Insurance Company September 2012 - Present
Haskell Financial Group 2014 - 2015
Haskell Financial Group 2014 - 2015
New York Life Insurance Company November 2010 - September 2012
Bankers Life and Casualty April 2009 - October 2010
Referral Leaders International 2010 - 2010
Lone Star Business Solutions 2009 - 2010
Koch Industries 1991 - 1994
Skills
Financial Analysis, Retirement Planning, Insurance, Training, Account Management, Accounting, Finance, Small Business, Investments, Fixed Annuities, Wealth Management, Customer Service, Life Insurance, Sales, Team Building, Marketing, Financial Reporting, Long-term Care
Education
University of Oklahoma 1987 — 1991
BA, Accounting / Finance
University of Oklahoma
New York Life Insurance Company March 2008 - Present
New York Life September 2002 - March 2008
Rockwell Collins May 1999 - August 2002
Education
University of Northern Iowa 1988 — 1992
BA, Communications
Witt Company November 2014 - Present
New York Life Insurance Company October 2010 - July 2012
Yellowbook April 2006 - May 2011
ADT Security Services June 2004 - April 2006
Skills
Sales, Health Insurance, Insurance, Marketing, Customer Retention, Cold Calling, Direct Sales, Life Insurance, Customer Service, Team Building
Education
University of Oregon 1996 — 1997
Bachelor of Arts, Political Science
International School Manila 1967 — 1978
American General Life Companies July 2013 - Present
American General Life Companies June 2008 - July 2013
Principal Financial Group April 2001 - June 2008
Sagemark Consulting June 1998 - June 2001
New York Life Insurance Company January 1996 - June 1998
New England Financial March 1989 - January 1996
CIGNA Individual Financial Services April 1981 - March 1989
Professional Baseball Player September 1970 - September 1980
Skills
Life Insurance, Retirement Planning, Estate Planning, IRAs, Retirement, Fixed Annuities, Insurance, Financial Advisory, Wealth Management, Small Business, Series 7, Investments, Universal Life, Term Life Insurance, 401k, Business Planning, Disability Insurance, Sales Management, Whole Life, Asset Management, Strategic Financial..., Mutual Funds, Financial Planners, Wealth
Education
Whittier College 1974 — 1978
BA, Business Management
University of Oregon 1970 — 1972
Business Administration and Management, General
Saybrus Partners February 2008 - Present
Benefit Concepts of Colorado, Inc. 2005 - 2008
New York Life Insurance Company 2002 - 2005
Sungard March 1999 - June 2002
ING August 1986 - August 1999
Skills
Fixed Annuities, Estate Planning, Insurance, Retirement, Life Insurance, Series 6, Term Life Insurance, Retirement Planning, Series 63, Long-term Care, 401k, Series 7, Disability Insurance, Mutual Funds, Wealth Management, Sales
Education
University of Northern Colorado 1982 — 1986
Business
New York Life Insurance Company June 2009 - Present
Skills
Long-term Care, Retirement Planning, Life Insurance, Mutual Funds, Variable Annuities, Fixed Annuities, Health Insurance, Whole Life, Universal Life, Variable Life, Commercial Insurance, Education Funding, 401k Rollovers, 403 b, 529 Plans, Pension Max Concepts, Key Person Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Small Business, IRAs, Retirement, 401k, Financial Services, Insurance
Education
University of Phoenix 2002 — 2004
BA, Business Management
Waterloo Landscape and Design May 2010 - Present
Community TechKnowledge July 2009 - May 2012
New York Life Insurance Company 2006 - 2007
SAI March 2002 - August 2006
Malaga Restaurant 2003 - 2004
Skills
Salesforce.com, Customer Service, Strategic Planning, Project Management, Microsoft Office, Microsoft Excel, Social Media, Account Management, Social Media Marketing, Team Leadership, Marketing, Public Relations, Training, Time Management, Troubleshooting, Sales, Program Management, Event Management, Management, Online Marketing, Public Speaking, Nonprofits, Event Planning, Online Advertising, Email Marketing, SEO, CRM, SaaS, Communication Skills, Marketing Communications, Entrepreneurship, Architectural Design, Project Planning, Business Development
Education
University of Phoenix 2003 — 2008
Bachelors, Business Management and Information Systems
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company May 2014 - Present
U.S. Bank May 2013 - April 2014
Bank of America September 2011 - March 2013
Arizona Pain Specialists January 2009 - August 2011
Wachovia Bank of GA December 2006 - December 2008
BBVA Compass October 2001 - December 2006
Bank of America October 1990 - October 2001
Skills
Estate Planning, Wealth Preservation..., Succession Planning, Exit Strategies, Relationship Management, Leadership, Small Business, Account Management, Life Insurance, Sales, Charitable Gift Planning, Investments, Small Business Lending, Strategic Partnerships, Coaching, Executive Management
Education
University of Phoenix 1992 — 1995
Under-graduate Degree, Business Administration
Enerflex Energy Systems Inc. May 2014 - Present
Waukesha Pearce Industries, Inc October 2011 - May 2014
Wall Colmonoy Corporation: Aerobraze Engineered Technologies September 2010 - August 2011
ARINC Engineering Services, LLC April 2009 - March 2010
ARINC Engineering Services, LLC July 2008 - March 2009
ARINC Engineering Services, LLC April 2006 - May 2008
ARINC Engineering Services, LLC December 2004 - April 2006
BearingPoint September 2004 - December 2004
American Fidelity Assurance Company November 2003 - April 2004
New York Life Insurance Company May 2001 - October 2003
Skills
Program Management, Business Development, Leadership, Management, Personnel Management, Marketing, Aerospace, Operations Management, Military, Engineering, Strategic Planning, Process Improvement, Contract Negotiation, Team Building, Proposal Writing, Contract Management, Project Management, Procurement, Supply Chain, Analysis, Natural Gas, Aircraft Maintenance, Manufacturing, Aircraft, Budgets, Strategy, Supply Chain Management, Defense, Negotiation, Forecasting, Sales Operations, Project Planning, Product Development, Sales Management, Petroleum, Change Management, New Business Development, Troubleshooting, Logistics, Energy, Team Leadership, Organizational..., Quality Assurance, Air Force, Software Documentation, Sales, Supervisory Skills, Integration, Business Strategy, Energy Industry
Education
Ariel Corporation 2014 — 2014
Certificate, Ariel Compressor Basic Product Training, Ariel Corporation Certified
University of Oklahoma 2014 — 2014
Certificate, Caterpillar Natural Gas Engine Theory of Operation, CAT Certified
RAIN Group 2013 — 2013
The Relationship Strategy Program, Developing Clients for Life, Completed
University of Oklahoma 2013 — 2013
Certificate, Natural Gas Compressor Package Maintenance, Ariel Corporation Certified
GE Waukesha Gas Engine Training (GET) 2012 — 2012
Certification, Gas Engine Maintenance and Operation, GE Waukesha Certified
GE Waukesha Product Training 2012 — 2012
Certificate, GE Waukesha Products
University of Oklahoma 2012 — 2012
Engine Emission Optimization, Natural Gas Compression
Karrass USA Ltd 2009 — 2009
Certificate, Professional Negotiation
U.S. Navy Senior Managers Academy 1999 — 1999
Graduate, Professional Military Education
University of Oklahoma 1997 — 1999
BLS, Administrative Leadership Studies, Overall GPA: 3.98 Program GPA: 3.57
New York Life Insurance Company January 2014 - Present
New York Life May 1995 - Present
AIG - Florida Master Motorist Program June 1992 - May 1995
Colonial Penn Life Insurance January 1976 - June 1990
Skills
Insurance, Executive Management, Call Center, Sales Management, Direct Marketing, Executive Coaching, Public Speaking, Management, Call Centers, Leadership, Training
Education
University of Pennsylvania - The Wharton School 1985 — 1988
Business Administration, Management and Operations
Northeast Catholic Philadelphia 1969 — 1973
New York Life Insurance Company November 2014 - December 2014
McAdam Financially Advanced™ September 2014 - October 2014
University of Pennsylvania Residential Services October 2010 - May 2014
Student Federal Credit Union at the University of Pennsylvania October 2011 - October 2012
University of Hawaii at Manoa June 2010 - August 2012
'Iolani School September 2008 - June 2010
Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, Microsoft Word
Education
University of Pennsylvania 2011 — 2014
Bachelor of Arts (BA), Economics and East Asian Studies
'Iolani School 2004 — 2010
High School
Bible Baptist School
DCR Consulting Group Inc. January 2013 - Present
World-Class Investment Group January 2001 - Present
New York Life Insurance Company July 2010 - January 2013
Skills
Business Development, Retirement Planning, Life Insurance, Healthcare, Small Business Lending, Small Business..., Health Insurance, Credit Card Terminals, Credit Card Transaction..., 401k Rollovers, 401k, Real Estate Investor, Long-Term Disability, Long-term Care, Term Life Insurance, Relationship Management, Training, Public Speaking, Team Building, Fixed Annuities, Insurance, Leadership, Employee Benefits, Microsoft Office, Financial Advisory, Small Business, Portfolio Management, Strategic Planning, Sales, Wealth Management, Property & Casualty..., Coaching, Investments, Strategic Financial..., Finance, Estate Planning, Customer Service, Workers Compensation, Medicare, Underwriting, Cold Calling, Mortgage Lending, Disability Insurance, Risk Management, Asset Management, Financial Services
Education
Wharton Business School 1995 — 1998
Bachelor of Applied Science, Business/Managerial Economics
New York Life Insurance Company December 2014 - Present
United States Senate March 2010 - December 2014
United States Senate February 2013 - March 2014
U.S. House of Representatives 2007 - 2010
U.S. House of Representatives 2007 - 2007
National Retail Federation 2005 - 2007
Sears, Roebuck and Co. 2004 - 2005
Skills
Public Policy, Policy Analysis, Legislative Relations, Political Campaigns, Federal Government, Government, Political Science, Grassroots Organizing, Politics, Legislative Research, Coalitions, Grassroots, Nonprofits
Education
University of Pennsylvania 1998 — 2002
New York, NY 2013 - Present
New York Life Insurance Company 2011 - 2012
Morgan Stanley Smith Barney October 2006 - June 2010
Citigroup Private Bank December 2003 - April 2006
Evaluation Associates June 1997 - December 2002
Skills
Relationship Management, Investment Advisory..., Performance Attribution, Mutual Funds, Asset Managment, Fixed Income, Equities, Series 7, Hedge Funds, Due Diligence, Asset Allocation, Model Portfolio, Alternative Investments, Portfolio Construction, Custom Portfolios, Portfolio Management, Investments, Manager Selection, Asset Management, Capital Markets, Private Equity, Investment Management, Investment Strategies, Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Series 63, Equity Research, Financial Markets, Bonds, Financial Risk, Retirement, Securities, Mergers & Acquisitions, Finance, Strategy, Bloomberg
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BBA, Business
University of San Francisco 1990 — 1992
MA, International Economics/Finance
New York Life Insurance Company November 2009 - Present
New York Life Insurance Company September 2007 - November 2009
New York Life Insurance Company June 2003 - September 2007
New York Life International May 2002 - August 2002
Uniglobe Plaza Travel 1994 - 2001
Skills
Investment Strategies, Asset-Liability..., Asset Allocation, Manager Selection, Investment Performance..., Portfolio Optimization, Risk Management, Interest Rate Risk..., Life Insurance, Strategic Financial..., Process Improvement, Team Building, Problem Solving, Communication, Alternative Investments, Stochastic Modeling, Leadership, Simulation, Finance, Portfolio Management, Financial Modeling, Business Strategy, Investments, Strategy, Financial Planning, Financial Services
Education
Wharton School, University of Pennsylvania 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Redlands 1998 — 2000
Bachelor of Science (BS), Management Information Systems, General
New York Life Insurance Company July 2010 - Present
NewYorkLife Insurance September 2006 - July 2010
New York Life Insurance Company July 2004 - September 2006
New York Life Insurance Company January 2002 - July 2004
New York Life Insurance Company January 1997 - December 2001
Skills
Fixed Annuities, Mainframe Testing, Mainframe Architecture, SQL, Business Analysis, IRAs, Life Insurance, DB2, IBM Mainframe, Financial Services, JUnit, Java, Risk Management, Variable Annuities, Insurance, Mutual Funds, SOA, Websphere, WebSphere Application..., Requirements Analysis, SDLC, Integration, Program Management, Disaster Recovery, Vendor Management, IT Strategy, Visio, IT Management, Leadership
Education
Fairleigh Dickinson University-Metropolitan Campus
Computer Science
University of Phoenix
Bachelor's Degree, Computer Science, 3.91
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company September 2012 - September 2014
New York Life Insurance Company September 2011 - September 2012
New York Life Insurance Company December 2010 - September 2011
New York Life Insurance Company September 2009 - December 2010
New York Life Insurance Company July 2008 - September 2009
Skills
Actuarial, Insurance, Pricing, Actuarial Science, Embedded Value, ALM, US GAAP, Financial Modeling, Financial Reporting, Business Planning, Valuation, Life Insurance, Risk Management, Financial Risk, Fixed Annuities, Reinsurance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2008
BS Economics, Actuarial Science, Finance, Statistics
New York University - Leonard N. Stern School of Business 2004 — 2005
Xerox Business Services November 2011 - Present
New York Life Insurance Company May 2001 - August 2011
Girl Scouts of the USA April 1991 - May 2001
Time Warner, Inc. April 1988 - April 1991
Education
University of Pennsylvania - The Wharton School 1991 — 1995
CEBS, Employee Benefits
Filly Star LLC June 2009 - Present
MassMutual Financial Group February 2007 - Present
Vnexpress LLC May 2006 - Present
New York Life Insurance Company January 2005 - December 2006
Education
University of Oklahoma 2002 — 2004
Master, Human Relations
University of Oklahoma 1999 — 2002
BBA, Finance
CNAC Financial November 2013 - Present
Community, A Walgreens Pharmacy February 2012 - November 2013
Premiere Credit 2010 - 2011
Van Ru Credit Corporation 2009 - 2010
The CBE Group, Inc. 2005 - 2009
Cafe FIT 2005 - 2007
New York Life Insurance Company 2001 - 2004
GMAC Mortgage 1999 - 2001
American Eagle Outfitters 1997 - 1999
Skills
Coaching, Leadership, Budgets, Time Management, Customer Service, Project Planning, Nonprofits, Fundraising, Project Management, Team Building, Customer Satisfaction, Public Speaking, Sales, Account Management, Call Centers, Process Improvement, Management, Strategic Planning, Employee Relations, Executive Management, Outlook, Credit, Training, Team Leadership, Risk Management, Forecasting, Leadership Development, Operations Management, Vendor Management
Education
University of Northern Iowa 1993 — 1997
Bachelors, Business Administration
New York Life Insurance Company June 2012 - Present
SJ Brokerage, Inc. January 2008 - June 2012
Skills
Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Health Insurance, Customer Service, Retirement Planning, Retirement, Whole Life, Property & Casualty..., Commercial Insurance, IRAs, Long Term Care Insurance
Education
University of Northern Colorado
American Association for Physician Leadership August 2014 - Present
PwC January 2014 - July 2014
Acclaris June 2013 - December 2013
New York Life Insurance Company August 2012 - December 2012
MetLife February 2012 - August 2012
Ceridian October 2011 - February 2012
The Nielsen Company March 2011 - September 2011
Universal Health Care October 2010 - March 2011
Citi Group November 2009 - October 2010
WellCare October 2007 - June 2009
Skills
Business Analysis, Project Management, SDLC, Software Documentation, PMO, Agile Methodologies, Management, Business Requirements, Process Improvement, Visio, Business Process, Business Process..., Change Management, Project Portfolio..., Requirements Gathering, SharePoint, MS Project, Requirements Analysis, Data Analysis, User Acceptance Testing, Software Project..., Vendor Management, Quality Assurance, Medicaid, Agile & Waterfall..., Agile Methodolgy, UAT, Program Management, Scrum
Education
University of Phoenix 2008 — 2010
MBA, Business Administration
University of Phoenix 2004 — 2006
BS, Information Technology
Emil Friedman 1982 — 1995
Applied Predictive Technologies February 2014 - Present
Applied Predictive Technologies July 2012 - February 2014
ZS Associates May 2011 - August 2011
University of Pennsylvania September 2009 - May 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Excel, PowerPoint, SQL Server, Oracle, Access, SQL, VBA, Java, SAS, Python, NetLogo, Big Data, Microsoft Excel
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science in Economics, Operations & Information Management, eCommerce, 3.66
Aon Hewitt October 2014 - Present
Cigna June 2013 - September 2014
CIGNA June 2011 - June 2013
New York Life Insurance Company May 2010 - August 2010
The Wharton School January 2009 - May 2010
CIGNA May 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. Economics, Actuarial Science, Insurance and Risk Management
New York Life Insurance Company August 2012 - Present
New York Life December 2008 - September 2012
Instructional Design Consultant January 2008 - November 2008
AMH NJ Consulting January 2007 - November 2007
Realogy 2005 - 2007
Realogy 2003 - 2005
Realogy 2001 - 2003
Advantage 1999 - 2001
Westech Corporation September 1996 - August 1999
United States Navy August 1992 - October 1995
Skills
Mobile Learning, E-learning, Instructional Design, Social Learning
Education
Science High 1988 — 1992
University of Phoenix
BS, IT
NYLIFE Securities LLC December 2013 - Present
New York Life Insurance Company June 2013 - Present
RBCompany, LLC June 2009 - May 2013
Navy Federal Credit Union March 1996 - December 2008
Skills
Financial Services, Personal Finance, Long Term Care Insurance, Life Insurance, Estate Planning, Strategic Planning, Business Strategy, Business Relationship..., Management, Customer Satisfaction, Protection..., Buy-Sell Agreements, Income Protection, Lifetime Income..., Risk Management
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
Voya Financial April 2015 - Present
Mercer July 2013 - April 2015
PennCycle June 2011 - January 2013
New York Life Insurance Company May 2012 - August 2012
Perelman School of Medicine at the University of Pennsylvania May 2011 - August 2011
Skills
Financial Modeling, Entrepreneurship, Valuation, Data Analysis, Start-ups, Business Strategy, Strategy, Analytics, Research, Competitive Analysis, Microsoft Office, Strategic Planning, Marketing Strategy, Analysis
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Environmental Studies and Mathematics, (MAGNA CUM LAUDE)
The Spence School 1996 — 2009
VS Insurance June 2011 - Present
Independent Life & Health Insurance Professional September 2010 - August 2012
New York Life Insurance Company September 2006 - February 2008
Skills
Term Life Insurance, Universal Life, Mortgage Protection..., Health Insurance, Disability Insurance, Spanish-speaking, Team Management, Final Expense Planning, Retirement Savings, College Funding..., Tax Free Income, Project Management, Budgets, Consulting, Mentoring, Non-profit Volunteer, Marketing Strategy, Hispanic Market, Latin American markets, Whole Life, Long Term Care Insurance, Underwriting, Life Insurance, Employee Benefits, Retirement, Indexed Annuities, Permanent Life Insurance, Health Savings Accounts, Insurance, Sales, Customer Service, Fixed Annuities, Management
Education
Colombian Center for Professional Studies 1995 — 1999
Bachelor's degree, Business Administration and Management, General
University of Notre Dame
Media Relations and Communications Skills Program
Orchard Admistrators, LLC January 2006 - Present
Orchard Finacial Group, LLC July 2000 - January 2008
Berkshire Life January 1996 - July 2000
Union Central Life January 1992 - December 1995
New York Life Insurance Company October 1975 - December 1992
U. S. Army August 1972 - April 1975
Skills
Mutual Funds, Leadership, Life Insurance, Estate Planning, Financial Services, Investments, Program Management, Sales, Insurance, Retirement Planning, Retirement, Business Planning, Disability Insurance, Financial Planning
Education
University of Oklahoma 1967 — 1972
Bachelor of Business Administration (BBA), Price School of Business, Marketing
NYLIFE Securities LLC January 2012 - Present
Eagle Strategies, LLC February 2012 - Present
New York Life Insurance Company December 2011 - Present
Glass Financial September 2009 - December 2011
Charles A. Tucker, P.C. January 2003 - December 2011
Bridgestone Sports January 2002 - August 2002
International Golf August 1989 - December 2001
Skills
Insurance, Retirement, Retirement Planning, Investments, Estate Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-Generational..., Small Business, Succession Planning, Wealth Preservation..., Thought Leadership
Education
University of Oklahoma 1988 — 1993
BBA, Finance
Summit Truck Group April 2014 - Present
State Farm December 2013 - March 2014
New York Life Insurance Company October 2011 - July 2013
AAA New Mexico January 2011 - October 2011
Skills
Finance, Small Business, Sales, Sales Presentations, Fixed Asset Depreciation, Accelerated Depreciation, Time Management
Education
Sandia High School 1990 — 1995
University of Phoenix-Albuquerque Campus
MYNA Project Inc. July 2010 - Present
New York Life Insurance Company December 2012 - August 2013
WNDU-TV January 2011 - May 2011
FilAm Arts July 2010 - August 2010
Motive Entertainment July 2010 - August 2010
Skills
Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Data Analysis, Marketing, Event Planning, Editing
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
American Association of Petroleum Geologists (AAPG) October 2014 - Present
New York Life Insurance Company September 2013 - September 2014
Saint Francis Health System December 2009 - February 2013
American Heart Association September 2006 - December 2009
General Electric March 2000 - August 2006
Rudy's August 1997 - March 2000
United States Peace Corps June 1995 - August 1997
Rudy's May 1991 - June 1995
Paper Chase September 1986 - July 1988
Skills
Public Relations, Process Improvement, Strategic Planning, Brand Management, Fundraising, Event Management, Marketing, Public Speaking, Event Planning, Social Media Marketing, Team Building, Leadership, Nonprofits, Volunteer Management, Healthcare, Training, Management, Budgets, Program Management, Recruiting, Organizational..., Business Development, Sales, Customer Service, Employee Relations, Leadership Development, Editing, Newsletters, Community Outreach, Advertising, Social Networking, Grants, Program Development, Social Media, Philanthropy, Grant Writing, Coaching, Marketing Communications, Strategic Communications, Retail, Community Development, Staff Development, Small Business, Selling, B2B, Team Leadership, Sales Operations, Entrepreneurship, Marketing Strategy, Account Management
Education
University of Oklahoma 2002 — 2004
Master of Human Relations, Organizational Studies
University of Tulsa 1992 — 1994
Bachelor of Science in Geosciences, Earth and Environmental Science
Edison High School 1984 — 1988
Zurich Financial Services 2012 - Present
New York Life International 2008 - 2012
New York Life International 2007 - 2008
New York Life International 2004 - 2007
New York Life International 2001 - 2004
New York Life Insurance Company 1999 - 2001
Aspen Systems Corporation 1995 - 1997
Aspen Systems Corporation 1993 - 1995
U.S. House of Representatives, Rep. Peter Kostmayer (D-PA) 1989 - 1993
Skills
Mergers, Financial Analysis, Strategic Planning, Strategy, Competitive Analysis, Cross-functional Team..., Mergers & Acquisitions, Analysis, Business Strategy, Financial Modeling, Management, Insurance, Portfolio Management, Financial Reporting, Investments, Business Planning, Business Development, Finance, Program Management, Executive Management, Due Diligence, Analytics, Budgets, Project Management, Process Improvement, Risk Management, Project Planning, Team Management, Accounting, Financial Services, Training, Business Process..., Strategic Financial..., Human Resources, Management Consulting, Policy, Consulting, Financial Planning
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
American University - School of Public Affairs 1994 — 1997
MPA, Public Finance
University of Pennsylvania 1984 — 1988
Bachelor of Science, Economics
University of Pennsylvania 1984 — 1988
Bachelor of Arts, History
New York Life Insurance Company July 2015 - Present
COUNTRY Financial® November 2013 - July 2015
C.H. Robinson December 2012 - September 2013
Ministerio de Educacion September 2009 - June 2012
Edwards elementary school July 2011 - September 2011
Vivian Olum Child Development Center January 2007 - August 2008
Skills
Spanish, ESL, Teaching, Grammar, Teaching English as a..., International Education, Language Teaching, Tutoring, Curriculum Design, Higher Education, Intercultural..., Curriculum Development, Customer Support, English, Financial Services, Translation, Customer Service, Sales
Education
University of Oregon 2005 — 2009
Bachelor of Arts, Spanish
University of Oviedo, Spain 2008 — 2008
Newberg High School
TD September 2014 - Present
New York Life Insurance Company January 2014 - September 2014
JPMorgan Chase July 2010 - January 2014
Brookstone January 2007 - July 2010
TSA December 2001 - April 2007
Skills
Financial Reporting, Credit, Consumer Lending, Microsoft Office, Loans, Loan Origination, Banking, Finance, Cash Management, Insurance, Portfolio Management, Financial Services
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Business/Finance
University of Phoenix 2008 — 2010
Associates Degree, Information Technology/Network
Verizon June 2015 - Present
New York Life Insurance Company May 2013 - May 2015
MidFirst Bank October 2012 - June 2013
Skills
Mathematics, Customer Service, Independence, Analytics, Hospitality, Risk Management, Finance, Credit, Social Networking, Sales, Time Management
Education
University of Oklahoma 2008 — 2012
Bachelor of Arts (BA), Mathematics
The Elixr Group, Inc. 2011 - 2015
New York Life Insurance Company December 2012 - May 2014
Nike 2011 - 2011
Skills
Event Planning, Leadership, Entrepreneurship, Insurance, Google Analytics, Travel Planning, Sales, Online Marketing, Website Development, Financial Analysis, Social Media Marketing, Blogging
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2013
Bachelor, Finance & Entrepreneurship
University of Virginia 2013 — 2013
Semester at Sea, Global Study Abroad Experience
Westview High School 2007 — 2011
Business Career Pathway
New York Life Insurance Company January 2013 - Present
Stephanie L. McDowell, CPA July 2005 - December 2012
Acushnet Company July 2000 - July 2005
Raymon Holland CPA PC January 2000 - July 2005
Henry Hortenstine, CPA PC October 1996 - January 2000
Coopers & Lybrand September 1994 - October 1996
Skills
Tax, Finance, Small Business, Accounting, Corporate Tax, CPA, 401k Rollovers, Life Insurance, Long Term Care Insurance, Retirement Savings, Variable Annuities, Fixed Annuities, Retirement Planning, Customer Service, Strategic Financial..., Financial Services, Auditing, Management
Education
University of Notre Dame 1990 — 1994
BBA, Accounting
Falmouth High 1986 — 1990
J.P. Morgan Chase January 2014 - Present
Archdiocese of New York 2013 - 2013
Literacy Assistance Center 2012 - 2013
A.C. Advisory, Inc. 2011 - 2013
New York Life Insurance Company June 2006 - May 2011
GlobalWorks May 2005 - March 2006
The Guardian Life Insurance Company of America June 1999 - January 2005
LORD, ABBETT & COMPANY January 1997 - January 1999
New York Life Insurance Company December 1987 - January 1997
Skills
Marketing Communications, Bilingual Communications, Project Management, Financial Services..., Financial Services, Newsletters, Marketing, Advertising, Corporate Communications, Editing, Internal Communications, Marketing Management, Integrated Marketing, Marketing Strategy, Strategy
Education
University of Pennsylvania 1983 — 1987
Bachelor of Arts, Spanish; Spanish Literature
New York Life Insurance Company July 2011 - Present
Nationwide Insurance July 2010 - May 2011
The Hartford January 2010 - June 2010
The Hartford 2005 - 2009
The Hartford 2004 - 2005
The Hartford 2001 - 2004
The Hartford 1999 - 2000
The Hartford 1998 - 1999
The Hartford 1997 - 1998
United States Department of Defense 1994 - 1996
Skills
Marketing Strategy, Product Marketing, Market Analysis, Positioning, Product Launch, Team Leadership, Internal & External..., Insurance, Strategic Planning, Segmentation, Competitive Analysis, Product Management, Financial Analysis, Executive Management, Leadership, Strategy, Business Development
Education
University of Notre Dame - Mendoza College of Business 1996 — 1997
MBA, Finance
Western Michigan University - Haworth College of Business 1988 — 1992
BBA, Accounting
New York Life Insurance Company April 2013 - Present
Skills
Investments, Insurance, Leadership, Retirement, Retirement Planning, Team Leadership, Business Planning, Recruiting, Training, Finance, Financial Services, Mutual Funds, Strategy, Life Insurance, Portfolio Management
Education
University of Pennsylvania 1998 — 2002
BS in Economics, Marketing & Management
University of Pennsylvania - The Wharton School 1998 — 2002
Marketing & Management
DeMatha Catholic High School 1994 — 1998
Peter J. Solomon Company July 2015 - Present
New York Life Insurance Company May 2014 - August 2014
Birch Creek Capital October 2013 - May 2014
Breskman Tutoring Services September 2012 - April 2014
CIGNA May 2013 - August 2013
Revolution Prep March 2012 - September 2012
Rolling Green GC May 2008 - August 2012
Bryn Mawr Tutoring Group September 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Economics, Golf, VBA, Public Speaking, Long Distance Running, Academic Tutoring, Debate, French, Boxing, Piano, Data Analysis, Investment Banking, Social Media, Microsoft Access, SQL Azure, Squash, Microsoft SQL Server
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA), Economics, magna cum laude
The Episcopal Academy 1998 — 2011
Winged Keel Group September 2011 - Present
New York Life Insurance Company August 2010 - August 2011
Simpson Thacher & Bartlett LLP June 2008 - June 2010
Hatch Mott MacDonald December 2007 - January 2008
Skills
Financial Modeling, Insurance, Strategic Planning, Strategic Financial..., Business Development, Marketing, Estate Planning, Business Process..., Marketing Strategy, Hedge Funds, CRM, Financial Analysis, Research, Valuation, PowerPoint, Sales, Social Media, Financial Services, Life Insurance
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts, History; Diplomatic History
St. Joseph High School, Metuchen 2000 — 2004
Central State Bank October 2008 - Present
New York Life Insurance Company January 2006 - August 2008
Skills
Mortgage Lending, Banking, Financial Analysis, Loan Origination, Insurance, Customer Service, IRAs, Home Equity Loans, Consumer Lending, Retail Banking, Private Banking, Real Estate, Sales, Wealth Management, Microsoft Publisher, Graphic Design, Marketing, Investments, Strategic Financial..., Investment Advisory, Portfolio Management, Finance, Microsoft Word, PowerPoint, Retirement Planning, Roth IRA, Microsoft Excel, Series 6, Series 63, Fixed Annuities, Financial Services, Wealth Management..., Retirement, Life Insurance, Variable Annuities, Life, Residential Mortgages, Long Term Care Insurance, Music Production, Guitar
Education
University of Northern Iowa 2001 — 2005
Business Administration, Management, Real Estate, International Business
IBA Consumer Credit School
Wahlert
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
Starbucks Coffee May 2004 - September 2013
Brinker International Restaurant Group 1998 - 2004
Skills
Team Building, Team Leadership, Project Planning, Leadership Development, Competitive Analysis, Strategic Planning, Entrepreneurship, Inventory Management, Sales, Leadership, Social Media, Marketing, Cross-functional Team..., Marketing Strategy, Business Planning, Operations Management, Business Analysis, Budgets, P&L, Strategy, Customer Service, Business Strategy, Coaching, Project Management, Public Speaking
Education
Suffolk University - Sawyer Business School 2009 — 2011
Master of Business Administration (M.B.A.), Executve
University of Oregon
BS, Political Science
New York Life Insurance Company March 2015 - Present
Cablevision November 2002 - March 2015
Skills
Change Management, Process Engineering, Agile & Waterfall..., Strategic Partnerships, Business Analysis, Contact Center..., Billing Systems, Vendor Management, Defect Tracking, Product Lifecycle..., Requirements Gathering, Functional Requirements, Large Scale Deployments, Data Analysis, Survey Research, Survey Design, Strategic Communications, Risk Management, Customer Service, Management, Wireless, Microsoft Office, Telecommunications, Customer Satisfaction, Integration, Project Management, SDLC, Business Process, Team Leadership
Education
University of Phoenix
Bachelor of Business Administration (BBA)
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company May 2013 - August 2013
University of Notre Dame January 2013 - March 2013
Bureau of Economic Analysis May 2012 - August 2012
Caves Valley Golf Club April 2008 - January 2011
Skills
Actuarial Exams, Actuarial Science, Microsoft Excel, Microsoft Word, Statistics, Prophet, Stata, SAS, C++, Matlab, Spanish, R, NI LabVIEW, Microsoft Office, PowerPoint, Access, Social Media, Public Speaking, Teamwork, Time Management, Analysis, Financial Analysis, Research
Education
University of Notre Dame 2010 — 2014
Bachelor of Science (B.S.), Computational and Applied Mathematics, 3.87/4.0
Cellular Sales July 2012 - Present
New York Life Insurance Company November 2011 - September 2012
AT&T Mobility May 2005 - October 2011
Cingular Wireless August 2000 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, New Hire Orientations, Mentoring Of Staff, Training, Job Coaching, Observation, Coaching, Sales, Time Management, Retail, Customer Retention, Management, Team Building, Customer Service, Leadership, Sales Management
Education
University of Phoenix 2008 — 2009
MBA, Business Administration
University of Louisiana at Lafayette 1997 — 2001
Bachelor of Science (BS), Psychology
St. Joseph Seminary College 1996 — 2001
Liberal Arts, Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company March 2012 - Present
Flik International Corporate Catering January 2009 - June 2010
Red Bar Brasserie October 2005 - September 2008
Skills
Menu Development, Team Building, Marketing, Public Speaking, Management, Event Management, Leadership, Marketing Strategy, Microsoft Office, Sales, Social Networking, Strategic Planning, New Business Development, Time Management
Education
University of Phoenix 2010 — 2011
Bachelor's of Science, Management
Greens Farms Academy 1980 — 1985
College Prep
Springfield Jr. Blues May 2012 - Present
San Jose Jr. Sharks October 2007 - May 2012
New York Life Insurance Company January 2007 - January 2007
Pensacola Ice Pilots January 2006 - June 2006
Chicago Steel May 2005 - January 2006
Springfield Spirit (NAHL) May 2004 - May 2005
Skills
Sales Operations, Strategic Planning, budgeting, Event Planning, Goalie Coaching, Hockey Skill Development, Sports Management, Sports, Sports Marketing, Coaching, Event Management, Sponsorship
Education
University of Notre Dame 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New York Life Insurance Company August 2009 - Present
Education
University of Oklahoma 2005 — 2009
Psychology, Business
Independent Advisor April 2013 - Present
BUPA Inter.Health Insurance 2013 - 2014
New York Life Insurance Company April 2010 - March 2013
Bankers Life and Casualty June 2010 - June 2011
First Family Insurance January 2010 - May 2011
Franchise Developments 2001 - 2008
Beecham Products Caribbean 1990 - 1991
Skills
Customer Relations, Strategic Planning, New Business Development, Contract Negotiation, Administration, Health, Insurance, Financial Planning, Long Term Care, Budgeting, Risk Management, Negotiation, Annuities, Sales Management, Excel, Microsoft Office, Retirement Planning, Disability Insurance, Problem Solving, Long-term Care, Fixed Annuities, Life Insurance, Management, Long Term Care Insurance, Universal Life
Education
UCV 1973 — 1976
Business, Marketing / Administration
University of Pennsylvania - The Wharton School 1988 — 1988
Courses in Finance for Managers
New York Life Insurance Company May 2015 - Present
Citi Markets September 2011 - April 2015
Barclays Capital January 2010 - September 2011
McKinsey & Company September 2006 - December 2009
Merrill Lynch & Co. June 2002 - June 2004
Skills
Strategy, Business Strategy, Financial Modeling, Fixed Income, Management Consulting, Strategic Planning, Capital Markets, Mergers & Acquisitions, Corporate Development, Investment Banking, Market Structure, Management, Leadership, Business Development, Innovative Problem..., Financial Markets, Regulatory Strategy, Sales Management, Securities Sales, Securitization, Municipal Bonds, Financial Services, Collaborative Problem..., Strategy Implementation, Due Diligence, CRM, Growth Strategies, Investments, Emerging Markets, Credit
Education
University of Pennsylvania - The Wharton School
MBA with honors, Strategic Management
New York University - Leonard N. Stern School of Business
BS magna cum laude, Finance
Stuyvesant High School
Diploma, Science & Mathematics concentration
Credit Suisse October 2014 - Present
New York Life Insurance Company September 2012 - October 2014
Simpson Thacher & Bartlett October 2006 - September 2012
Millenium Cities Initiative July 2009 - July 2010
Skills
Corporate Governance, Intellectual Property, Mergers, Legal Writing, Due Diligence, Securities Regulation, Corporate Law
Education
University of Pennsylvania Law School 2004 — 2006
B.A., Economics; International Relations
University of Pennsylvania 1999 — 2003
B.A., Economics, International Relations
Wardlaw-Hartridge 1987 — 1999
AXA Advisors January 2013 - Present
New York Life Insurance Company October 2008 - January 2013
Embassy Suites Hotel July 1998 - October 2008
Skills
Budgets, Management, Analysis, Series 6, Recruiting, Team Building, Accounting, Customer Service, Series 63, Project Planning, Strategic Financial..., Purchasing, PowerPoint, Microsoft Word, FINRA
Education
University of Phoenix 2006 — 2008
BS, Business Finance
New York Life Insurance Company May 2007 - Present
Principal Financial Group 2005 - 2007
UMB Bank 2000 - 2005
Education
University of Northern Iowa
BA, Accounting
New York Life Insurance Company April 2014 - Present
Durcon Incorporated October 2011 - April 2014
UPS December 2004 - November 2009
Emery Worldwide 1988 - 2004
Emery Worldwide 1988 - 2004
Education
University of Phoenix 2006 — 2008
Bachelor of Science, Business Management
Morgan Stanley Wealth Management March 2014 - Present
Select Marine Corp Reserve September 1999 - Present
AXA Equitable September 2013 - January 2014
Heritage Fincorp Ince October 2012 - August 2013
FUTURITY FIRST Insurance Group January 2012 - October 2012
New York Life Insurance Company February 2003 - January 2012
Materials Sciences Corporation, Inc June 1999 - September 2001
BICC General Cable July 1997 - June 1999
Skills
FINRA series exam 7,..., Life and Health, Military, Insurance, Due Diligence, Securities, Organizational..., Fixed Annuities, Team Leadership, Investments, Series 7, Military Operations, Command, Training, Operational Planning, Process Improvement, Management, Business Planning, DoD, Strategic Financial..., Customer Service, Retirement Planning, Retirement, System Administration, Security Clearance, Strategic Planning, Leadership, Recruiting, Financial Services, Project Planning, Operations Management, Program Management, Military Experience, Risk Management, Finance
Education
University of Pennsylvania 1992 — 1995
bachelors of science and engineering, materials engineering
KeyBank May 2012 - Present
New York Life Insurance Company April 2010 - May 2012
Skills
Long-term Care, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Life Insurance, Insurance, Whole Life, Health Insurance, Retirement Planning, Retirement, Series 6, Estate Planning, 401k, Financial Planners
Education
University of Oregon 1997 — 2001
BA, German
University of Portland 1996 — 1997
Nursing
Self Employed Benefit Educator October 2014 - Present
Senior Life Services September 2014 - October 2014
American Family Insurance May 2014 - September 2014
New York Life Insurance Company January 2014 - May 2014
State Farm Agent November 2012 - January 2014
Gardner & Associates Insurance Company July 2011 - October 2012
Stag Parkway October 2007 - July 2011
Bank of America July 2006 - October 2007
Skills
Customer Service, Microsoft Office, Team Building, Microsoft Excel, Small Business, Outlook, Strategic Planning, New Business Development, PowerPoint, Microsoft Word, Public Speaking, Marketing, Project Management, Leadership, Banking, Sales, Property & Casualty..., Commercial Insurance, Insurance, Sales Management, Customer Satisfaction, B2B, Account Management, Training, Coaching, Negotiation, Management, Life Insurance
Education
University of Phoenix -Atlanta Campus 2012 — 2013
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, 3.43
University of Phoenix-Atlanta Campus 2009 — 2012
Bachelor of Science in Business Management, Business Administration and Management, General
Comcast Cable March 2012 - Present
The Art Institute of Philadelphia January 2010 - February 2013
Market Resource Partners March 2005 - November 2009
Market Resource Partners March 2005 - November 2009
Market Resource Partners March 2005 - November 2009
New York Life Insurance Company March 2003 - June 2004
American Income Life Insurance Company August 2001 - February 2003
Ross Products Division of Abbott Laboratories June 2000 - July 2001
BP August 1998 - December 1998
British Petroleum Endicott August 1998 - December 1998
Skills
Sales, Change Management, Management, Marketing, Microsoft Office, Leadership, Project Management, Account Management, Cold Calling, Customer Service, Public Speaking, Sales Operations, Salesforce.com, CRM, Process Improvement, Sales Management, Sales Process, Training
Education
University of Oklahoma
Bachelors, Business Administration; Management Information Systems
Chugiak High School
University of Oklahoma Norman
New York Life Insurance Company January 2014 - Present
CIBA Vision 2009 - 2011
AT&T 2001 - 2009
Skills
Vendor Management, Beauty Industry, Entrepreneurship, Project Management, Sales Management, Direct Sales, Meeting Planning
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2004 — 2009
BS, Business, Management / Hospitality Management
Citizens Inc. November 2014 - Present
New York Life Insurance Company July 2007 - October 2014
United Fire Group May 2006 - July 2007
United Fire Group May 2005 - May 2006
United Fire Group September 2000 - May 2005
Kiesling Associates LLP January 1998 - September 2000
Skills
Variance Analysis, SEC filings, Budgets, CPA, Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial...
Education
University of Northern Iowa 1993 — 1997
Bachelor of Arts (BA), Accounting
ProSight Specialty Insurance December 2014 - Present
New York Life Insurance May 2006 - November 2014
New York Life Insurance Company May 2006 - November 2014
WebMD July 2001 - May 2006
WebMD Corporation January 2001 - January 2006
Chubb Computer Services January 2000 - July 2001
Chubb Computer Services February 2000 - May 2001
Chubb Computer Services January 2000 - January 2001
Chubb Computer Services April 2000 - December 2000
BWIA International Airways January 1996 - January 2000
Education
University of Phoenix
BS, Finance
University of The West IndiesSt. Augustine Campus, Trinidad W.I
Associates Degree, Business Management
New York Life Insurance Company September 2013 - Present
Aviva USA January 2010 - Present
Aviva Insurance USA July 2009 - December 2009
ING Financial Products January 2007 - June 2009
ING Investment Management August 2004 - December 2006
ING January 2001 - August 2004
ING October 2000 - December 2001
ING September 1999 - September 2000
ING October 1997 - August 1999
Equitable of Iowa Companies (purchased by ING) November 1994 - September 1997
Skills
Integration, Treasury Management, Corporate Finance, Mergers, Financial Modeling, Cash Management, Risk Management, Financial Analysis, Divestitures, Capital Markets, US GAAP
Education
University of Northern Iowa 1983 — 1987
BA, Accounting
New York Life Insurance Company 2013 - Present
Educate, Inc October 2005 - May 2009
Provident Bank July 2000 - May 2009
Provident Bank March 2002 - April 2006
Provident Bank July 2000 - March 2002
ABACUS SECURITY August 1997 - July 2000
Skills
Contract Management, Negotiation, Team Building, Troubleshooting
Education
Baltimore City Community College
Associate's Degree, Computer Science
University of Phoenix
Bachelor's Degree, Information Technology
Universal American AgentPennsylvania LifeMay 2009 - Present
New York Life Insurance Company May 2007 - March 2008
Education
University of Oklahoma - Price College of Business 2002 — 2007
BS in Aviation, Aviation, Business
New York Life Insurance Company September 2001 - Present
Smiling Moose Bar & Grill June 1986 - September 2001
Skills
Fixed Annuities, Retirement Planning, Retirement, IRAs, Long-term Care, Mutual Funds, Estate Planning, Financial Planning, Financial Services, 401k Rollovers, Wealth Accumulation
Education
University of Northern Colorado 1986 — 2001
University of Northern Colorado 1986 — 2001
New York Life Insurance Company May 2009 - Present
Sherwin Williams February 1992 - December 2008
Education
University of Phoenix 2006 — 2009
BS, Business Management
New York Life Insurance Company November 2009 - May 2013
Bassenian Lagoni Architects August 2006 - November 2008
Paychex December 2001 - May 2006
Tut Systems April 1998 - April 2001
Skills
Life Insurance, Mutual Funds, Long Term Care Insurance, Variable Annuities, Insurance, Payroll
Education
University of Oregon 1993 — 1997
Bachelor of Science (BS), Psychology
Voya Investment Management 2010 - Present
New York Life Insurance Company 2007 - 2009
BlackRock 2006 - 2007
Merrill Lynch Investment Managers August 1997 - September 2006
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics
NYL Investors, LLC February 2012 - Present
New York Life Insurance Company January 2010 - February 2012
Barclays September 2008 - December 2009
Lehman Brothers July 2007 - September 2008
Skills
Investments, Valuation, Portfolio Management, Investment Strategies, Credit, Capital, Analysis, Fixed Income
Education
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Economic History
Belmont Hill School 1997 — 2003
The Fessenden School 1991 — 1997
New York Life Insurance Company June 2015 - Present
ScripTiculate, LLC October 2011 - June 2015
Prime Therapeutics September 2009 - October 2012
Smith's Pharmacy August 2008 - August 2009
Skills
Public Speaking, Estate Planning, Business Strategy, Fixed Annuities, Whole Life, Term Life Insurance, Long Term Acute Care, Personal Finance, Customer Service, Retirement Planning, Retirement
Education
University of Oklahoma 1971 — 1975
Ballet Pedagogy; Ballet Performance
New York Life Underwriting Consultantretired from new york lifeAugust 2005 - July 2012
retired from New York Life August 2005 - July 2012
New York Life Insurance Company 2005 - 2012
Skills
medical underwriting,..., Health Insurance, Employee Benefits, Training, Life Insurance, Term Life Insurance, Retirement Planning, Insurance, Underwriting, Fixed Annuities, Reinsurance, Brokers, Disability Insurance, Risk Management, General Insurance, Long-term Care, Claim, Retirement, Whole Life, Universal Life, Financial Risk
Education
University of Phoenix 2010 — 2011
Master of Education and Training, The art of teaching and training college students as well as corporate training, 3.2
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Business and Management, 3.52
Belhaven University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, GPA 2.5
New York Life Insurance Company September 1976 - Present
Whitworth University July 1972 - August 1976
University of Oregon July 1967 - July 1972
Skills
Annuities, Disability Insurance, Retirement Planning, Personal Planning, Retirement, IRA's, Insurance Planning, Whole Life, Financial Planners, Long-term Care, IRAs, Fixed Annuities
Education
University of Oregon 1953 — 1972
BS, MS, and -PhD, Athletic and Physical Education Administration
Reedsport Union High School 1941 — 1953
Allianz Life August 2001 - Present
Lutheran Brotherhood January 1999 - August 2001
New York Life Insurance Company October 1993 - January 1999
Skills
Insurance, Underwriting, Long-term Care, Life Insurance, Disability Insurance, Retirement, Brokers, Claim, Critical Illness, Reinsurance, Health Insurance, Term Life Insurance, General Insurance, Universal Life, Fixed Annuities, Long Term Care Insurance, Property & Casualty..., Retirement Planning, Commercial Insurance, Casualty, Whole Life, Claims Management
Education
University of Northern Iowa 1982 — 1986
Bachelor of Arts (BA), Management with a Finance emphasis.
Oscar Insurance May 2015 - Present
Healthfirst December 2014 - May 2015
Deloitte July 2012 - December 2014
New York Life Insurance Company May 2011 - August 2011
Ivy Insiders May 2010 - August 2010
Skills
VBA, Microsoft Excel, Microsoft Office, Tableau, SQL, R, Eviews, PowerPoint, Microsoft Word, Teamwork, Research, Access
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (BA), Economics
University of Chicago 2008 — 2009
Fincorp Financial September 1994 - Present
New York Life Insurance Company 1985 - 1994
Skills
Wealth Management, Critical Illness, Portfolio Management, Retirement, Risk Management, Insurance, Estate Planning, Strategic Financial..., Retirement Planning, Financial Advisory, Asset Management, Disability Insurance, Term Life Insurance, Pensions, Life Insurance, Brokers, Financial Planners, Business Planning, Fixed Annuities, Health Insurance, Investment Advisory, Investments, Customer Service, Strategic Planning, Small Business, Wealth, Retirement Savings, Employee Benefits, Income Protection, Coaching, Financial Analysis, Investment Strategies, Wealth Accumulation, Long-term Care, Mutual Funds, Long Term Care Insurance, Public Speaking, Whole Life, Personal Financial..., Financial Services, Segregated Funds, Group Insurance, Savings, Universal Life, High Net Worth..., Financial Planning
Education
University of Ottawa 1974 — 1978
Hon. B.Sc., Home Economics
Clearwire May 2012 - Present
Excel Sportswear 2011 - 2012
Bally Total Fitness 2008 - 2010
USLI 2004 - 2008
American Brokerage Services 2000 - 2004
SEI 1999 - 2000
New York Life Insurance Company 1997 - 1999
Skills
Insurance, Customer Service, Property & Casualty..., Underwriting, General Insurance, Commercial Insurance, Microsoft Office, Claim, Health Insurance, Microsoft Excel, Liability, Casualty, Microsoft Word, Claims Management, Legal Liability, Sales, Management, Account Management, Strategy, Sales Operations, Selling
Education
Wharton School, University of Pennsylvania 1993 — 1997
Bachelor of Science (B.S.), Finance and Financial Management Services
TelePacific Communications June 2015 - Present
New York Life Insurance Company September 2013 - April 2015
Nevada Public Radio September 2009 - September 2013
Greenspun Media Group December 2004 - September 2009
CBS Radio / KMXB-FM Mix 94.1 Las Vegas July 1999 - December 2004
Skills
Digital Media, Online Advertising, Advertising, Sales, Social Media Marketing, Magazines, Radio Advertising, Marketing Strategy, Advertising Sales, Email Marketing, Online Marketing
Education
University of Phoenix-Las Vegas Campus 2012 — 2015
Bachelor of Science with a concentration in Marketing, Business, Management, Marketing, and Related Support Services, A
Progressive Insurance January 2015 - Present
ASix Designs LLC June 2010 - Present
AT&T Mobility August 2013 - January 2015
New York Life Insurance Company June 2011 - December 2012
One Touch Direct May 2010 - June 2011
Skills
Customer Service, Microsoft Office, Medical Education, Medical Terminology, Social Media, Facebook, Data Entry, Telephone Skills, Retail, Cpr Certified, Sales, Insurance, Outlook, PowerPoint, Teamwork, Microsoft Word, Critical Thinking, Microsoft Excel, Social Networking, Time Management, Cashiering, Leadership, OS X, Customer Satisfaction, Mac, Adobe Acrobat, Windows, Photoshop, Call Centers, Fax, Management, Spanish, Marketing Communications, Customer Experience, People Skills, Team Leadership, Marketing, Advertising, Direct Sales, Telecommunications, Retail Sales, Inventory Management, Mobile Devices, Wireless, Adobe Creative Suite, Creative Direction, Graphic Design, Team Building, Training, Public Speaking
Education
Felix Varela Senior High Shool 2003 — 2007
High School, High School Diploma
University of Phoenix
Bachelor's degree, Business Administration and Management, General
New York Life Insurance Company November 2011 - Present
Skills
Long Term Care, Retirement Planning, Annuities, IRA's, Retirement, Series 6, Estate Planning, Insurance, 401k, Mutual Funds, Investments, Group Benefits, Employee Benefits, Series 63, Pensions, Protection, Coaching
Education
University of Northern Iowa 2000 — 2003
BA Education, Physical Education
High School
New York Life Insurance Company March 1950 - Present
South Florida News and Views November 1970 - January 2011
Skills
Registerd Plumber, Plumbing
Education
University of Pennsylvania - The Wharton School 1952 — 1956
chartered life underwriter C.L.U., Insurance
Northeast High School Phila Pa 1936 — 1940
Mechanical Arts
Lincoln Financial Group 2014 - 2014
Humana July 2011 - July 2012
New York Life Insurance Company January 2005 - July 2011
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Investments, Life Insurance, Series 63, Wealth Management, Securities, IRAs, Estate Planning, Insurance, Financial Services
Education
University of Oklahoma 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
University of Oklahoma - Price College of Business 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
New York Life Insurance Company July 2015 - Present
Pugs, Inc. January 2014 - October 2014
FedEx Express November 2007 - August 2013
AT&T YP Advertising June 2005 - June 2007
Skills
Team Building, Customer Service, Process Improvement, Strategic Planning, Operations Management, Event Planning, New Business Development, Microsoft Office, Sales Management, Public Speaking, Life Insurance, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Long Term Care Insurance, Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business
Education
University of Notre Dame 1977 — 1981
Bachelor of Arts (B.A.), Political Science and Government
New York Life Insurance Company June 2008 - Present
Education
University of Phoenix-Southern California Campus
Business Administration and Management, General
Prudential Financial 2013 - Present
The Prudential 2011 - Present
New York Life Insurance Company 1998 - 2011
Allstate 1996 - 1998
Allstate 1996 - 1998
Skills
Fixed Annuities, Series 6, Retirement Planning, Retirement, Mutual Funds, Series 63, Life Insurance, IRAs, Long-term Care, Series 7, Insurance, 401k, Disability Insurance, Series 24, Estate Planning, Wealth Management, Variable Annuities, Term Life Insurance
Education
University of Pennsylvania 1982 — 1987
BS, Management
University of Pennsylvania 1982 — 1987
BS, Management
St. Paul's School 1978 — 1982
High School
NEIS March 2006 - Present
New York Life Insurance Company January 2000 - March 2006
Education
University of Phoenix
New York Life Insurance Company July 2009 - Present
Home Selling Assistance June 2003 - November 2009
Education
Long and Foster Real Estate School
University of Phoenix
New York Life Insurance Company September 2009 - Present
Corporon Insurance & Financial Services September 2002 - Present
Education
University of Oklahoma 1983 — 1987
Bachelor's degree, Journalism
GEICO July 2013 - Present
Verizon Wireless March 2006 - May 2013
New York Life Insurance Company October 2005 - February 2006
Pepsi Bottling Group April 2003 - October 2005
Skills
Sales, Customer Retention, Direct Sales, Call Centers, Customer Experience, Sales Operations, Wireless, Customer Satisfaction, Telecommunications, Sales Process, Account Management, Sales Management, Solution Selling, Team Building, Leadership Development, Recruiting, Management
Education
University of Phoenix 2012 — 2014
Master's Degree, Public Administration
University of Phoenix 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix November 2009 - July 2013
New York Life Insurance Company June 2009 - November 2009
Art Institute of Tucson October 2007 - June 2009
Skills
Customer Service, Public Speaking, Friendly, Strong attention to..., Microsoft Office, Typing ability of 70 WPM
Education
University of Phoenix-Southern Arizona Campus
Master of Arts in Education, Adult Education & Training
University of Phoenix-Southern Arizona Campus
Bachelor of Science (B.S.), Business Management
New York Life Insurance Company Benefits SpecialistCigna December 2009 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Employee Benefits, Insurance, Disability Insurance, Customer Service, Public Speaking, Outlook, Healthcare, Team Building, Time Management, Small Business
Education
University of Phoenix 2010 — 2012
MBA Global Management & Master in Health Administration, Business Administration and Management, General