New York Life Investment Management
Industry: Investment management company
DescriptionNew York Life Investments is a U.S. investment management company based in Jersey City, New Jersey. Founded in 1986, New York Life Investment's parent company is New York Life Insurance Company, the ... Customer service: 1 (800) 624-6782 Headquarters: Jersey City, NJ Founded: 1986 Subsidiaries: GoldPoint Partners LLC, Candriam Investors Group, Parent organizations: New York Life Insurance Company, New York Life Investment Management Holdings LLC
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New York Life Investment Management Employees
Employee
Years
Job
Industry
Chris Draghi Chris Draghi's New York Life Investment Management Experience June 2006 - August 2006
Job Senior Statistical Accountant at Chubb Insurance
Industry Accounting
Experience
Chubb Insurance August 2014 - Present
Chubb Insurance September 2013 - August 2014
Chubb Insurance April 2011 - September 2013
LabTest Products Inc. September 2009 - November 2010
Golden Gloves Boxing November 2007 - May 2010
M&D Associates May 2008 - August 2009
New York Life Insurance Company June 2007 - August 2007
New York Life Investment Management June 2006 - August 2006
Skills
Underwriting, Finance
Education
Seton Hall University 2009 — 2010
Master's, Business Administration - Accounting
Centenary College 2004 — 2008
Bachelor of Science, Business Administration - Management and Finance
Chubb Insurance August 2014 - Present
Chubb Insurance September 2013 - August 2014
Chubb Insurance April 2011 - September 2013
LabTest Products Inc. September 2009 - November 2010
Golden Gloves Boxing November 2007 - May 2010
M&D Associates May 2008 - August 2009
New York Life Insurance Company June 2007 - August 2007
New York Life Investment Management June 2006 - August 2006
Skills
Underwriting, Finance
Education
Seton Hall University 2009 — 2010
Master's, Business Administration - Accounting
Centenary College 2004 — 2008
Bachelor of Science, Business Administration - Management and Finance
Amanda Frumenti Amanda Frumenti's New York Life Investment Management Experience June 2012 - January 2013
Job Executive Assistant at Zynga
Industry Entertainment
Experience
Zynga January 2013 - Present
New York Life Investment Management June 2012 - January 2013
McMorgan and Company April 2010 - June 2012
Comedy Central 2009 - 2009
Village Theatre of Danville 2004 - 2008
Skills
Event Planning, Social Media, Outlook, Microsoft Office, PowerPoint, Marketing, Marketing Communications, Research, Public Relations, Customer Service, Event Management, Social Media Marketing, Social Networking, Facebook, Public Speaking, Microsoft Word, Microsoft Excel
Education
California State University-Fullerton 2005 — 2009
BA, Communications
Zynga January 2013 - Present
New York Life Investment Management June 2012 - January 2013
McMorgan and Company April 2010 - June 2012
Comedy Central 2009 - 2009
Village Theatre of Danville 2004 - 2008
Skills
Event Planning, Social Media, Outlook, Microsoft Office, PowerPoint, Marketing, Marketing Communications, Research, Public Relations, Customer Service, Event Management, Social Media Marketing, Social Networking, Facebook, Public Speaking, Microsoft Word, Microsoft Excel
Education
California State University-Fullerton 2005 — 2009
BA, Communications
Pradhyo Bijja's New York Life Investment Management Experience August 2015 - Present
Job Full stack Developer
Industry Investment Management
Experience
New York Life Investment Management August 2015 - Present
Defy Ventures June 2015 - August 2015
New York University June 2014 - May 2015
New York University June 2014 - August 2014
Skills
C, C++, Matlab, Microsoft Office, Programming, Linux, Troubleshooting, HTML, PowerPoint, Microsoft Word, VHDL, Windows, Microsoft Excel, Teamwork, Python, Networking, SQL, JavaScript, Django, EDX
Education
New York University 2013 — 2015
Master of Science (MS), Telecommunication Networks, 3.8/4
Sri Sivasubramaniya Nadar College Of Engineering 2009 — 2013
Bachelor of Engineering (B.E.), Electronics and Communication Engineering, 3.3/4
New York Life Investment Management August 2015 - Present
Defy Ventures June 2015 - August 2015
New York University June 2014 - May 2015
New York University June 2014 - August 2014
Skills
C, C++, Matlab, Microsoft Office, Programming, Linux, Troubleshooting, HTML, PowerPoint, Microsoft Word, VHDL, Windows, Microsoft Excel, Teamwork, Python, Networking, SQL, JavaScript, Django, EDX
Education
New York University 2013 — 2015
Master of Science (MS), Telecommunication Networks, 3.8/4
Sri Sivasubramaniya Nadar College Of Engineering 2009 — 2013
Bachelor of Engineering (B.E.), Electronics and Communication Engineering, 3.3/4
Chris Pilla Chris Pilla's New York Life Investment Management Experience February 2014 - April 2015
Job Actuarial Assistant at John Hancock Financial Services
Industry Investment Management
Experience
John Hancock Financial Services April 2015 - Present
New York Life Investment Management February 2014 - April 2015
New York Life Investment Management July 2012 - February 2014
Combined Insurance June 2012 - July 2012
Skills
Defined Benefit, Pension Administration, Fixed Income, Alternative Investments, Mutual Funds, Analytical and Problem..., Financial Modeling, Investments, Asset Management, Corporate Finance, Due Diligence, Licensed Life & Health..., Life Insurance
Education
Bridgewater State College 2009 — 2012
Bachelor's of Science, Mathematics
University of Massachusetts Dartmouth 2007 — 2009
Mathematics and Computer Science
John Hancock Financial Services April 2015 - Present
New York Life Investment Management February 2014 - April 2015
New York Life Investment Management July 2012 - February 2014
Combined Insurance June 2012 - July 2012
Skills
Defined Benefit, Pension Administration, Fixed Income, Alternative Investments, Mutual Funds, Analytical and Problem..., Financial Modeling, Investments, Asset Management, Corporate Finance, Due Diligence, Licensed Life & Health..., Life Insurance
Education
Bridgewater State College 2009 — 2012
Bachelor's of Science, Mathematics
University of Massachusetts Dartmouth 2007 — 2009
Mathematics and Computer Science
Eric Masterson Eric Masterson's New York Life Investment Management Experience October 2012 - May 2014
Job Director, Executive Relationship Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services May 2014 - Present
New York Life Investment Management October 2012 - May 2014
RS Investments November 2008 - October 2012
Merrill Lynch February 2007 - November 2008
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Investments, Series 7, Series 26, Series 66, FINRA, Stable Value, Product Management, Life Insurance, Group Annuity Contracts, Alternative Investments, 401k, Investment Management, Relationship Management, Sales, Fixed Income, Wealth Management, Retirement, Series 63, Series 6, Variable Annuities, Finance, Investment Strategies, Fixed Annuities
Education
Fordham University
Bachelor of Arts, Political Science
John Hancock Financial Services May 2014 - Present
New York Life Investment Management October 2012 - May 2014
RS Investments November 2008 - October 2012
Merrill Lynch February 2007 - November 2008
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Investments, Series 7, Series 26, Series 66, FINRA, Stable Value, Product Management, Life Insurance, Group Annuity Contracts, Alternative Investments, 401k, Investment Management, Relationship Management, Sales, Fixed Income, Wealth Management, Retirement, Series 63, Series 6, Variable Annuities, Finance, Investment Strategies, Fixed Annuities
Education
Fordham University
Bachelor of Arts, Political Science
Tracey Knapp Tracey Knapp's New York Life Investment Management Experience 2004 - 2006
Job
Industry Graphic Design
Experience
Freelance 2006 - Present
Kaiser Permanente March 2012 - May 2015
The Trium Group 2010 - 2012
Sterling Brands 2006 - 2010
New York Life Investment Management 2004 - 2006
Macromedia 2001 - 2001
McGraw-Hill Higher Education 2000 - 2001
Skills
Storytelling, Corporate Branding, Creative Direction, Graphic Design, Editorial, Corporate Communications, Adobe Creative Suite, Creative Writing, Multimedia, Information Graphics, Presentation Design, Marketing, Publications, InDesign, Copywriting, Editing, Newsletters, Marketing Communications, Poetry, Brochures, Branding & Identity, Illustrator, PowerPoint development
Education
Boston University
M.A., Creative Writing (poetry concentration), G.P.A. 3.9
Ohio University
M.A., English Literature, G.P.A. 4.0
San Francisco State University
Multimedia Studies
Syracuse University
B.F.A., Visual Arts, G.P.A. 3.45
Freelance 2006 - Present
Kaiser Permanente March 2012 - May 2015
The Trium Group 2010 - 2012
Sterling Brands 2006 - 2010
New York Life Investment Management 2004 - 2006
Macromedia 2001 - 2001
McGraw-Hill Higher Education 2000 - 2001
Skills
Storytelling, Corporate Branding, Creative Direction, Graphic Design, Editorial, Corporate Communications, Adobe Creative Suite, Creative Writing, Multimedia, Information Graphics, Presentation Design, Marketing, Publications, InDesign, Copywriting, Editing, Newsletters, Marketing Communications, Poetry, Brochures, Branding & Identity, Illustrator, PowerPoint development
Education
Boston University
M.A., Creative Writing (poetry concentration), G.P.A. 3.9
Ohio University
M.A., English Literature, G.P.A. 4.0
San Francisco State University
Multimedia Studies
Syracuse University
B.F.A., Visual Arts, G.P.A. 3.45
Charles McKenna's New York Life Investment Management Experience 2005 - 2007
Job Senior Plan Services Account Manager, Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement June 2015 - Present
Tuna Helper Charters May 2002 - Present
Xerox March 2007 - July 2014
New York Life Investment Management 2005 - 2007
Liberty Funds Group 1998 - 2002
The One Group 1995 - 1998
Skills
401k, Insurance, Pensions, Process Improvement, Employee Benefits, Vendor Management, Mutual Funds, Asset Managment, Investments, Retirement, Relationship Management, Equities, Business Analysis, Benefits Administration, Defined Benefit, Asset Management, Personal Financial..., Financial Services, Mergers & Acquisitions, Client Services, Customer Support
Education
Boston University 1986 — 1990
EMPOWER Retirement June 2015 - Present
Tuna Helper Charters May 2002 - Present
Xerox March 2007 - July 2014
New York Life Investment Management 2005 - 2007
Liberty Funds Group 1998 - 2002
The One Group 1995 - 1998
Skills
401k, Insurance, Pensions, Process Improvement, Employee Benefits, Vendor Management, Mutual Funds, Asset Managment, Investments, Retirement, Relationship Management, Equities, Business Analysis, Benefits Administration, Defined Benefit, Asset Management, Personal Financial..., Financial Services, Mergers & Acquisitions, Client Services, Customer Support
Education
Boston University 1986 — 1990
Thomas Somelofske Thomas Somelofske's New York Life Investment Management Experience 1993 - 2004
Job CCO at The Newport Group
Industry Investment Management
Experience
Lord Abbett 2004 - 2014
New York Life Investment Management 1993 - 2004
New York Life Insurance Company 1984 - 1993
Skills
Risk Management, Investment Management, Management, Investment Advisory, Equities, Fixed Income, Finance, Investment Strategies, Analysis, Due Diligence, Insurance, Retirement Planning, Bonds, Uniform Combined State..., Policy & Procedure..., FINRA Regulatory..., Supervisory Procedures, Regulatory Submissions, Asset Management, Annual Compliance..., Firm Element Continuing..., FINRA Registrations, Gifts & Entertainment, Records Management, Series 63, Mutual Funds, 401k, Business Continuity..., Series 6, Securities, Branch Office..., Regulatory Compliance, Regulatory Reporting, Regulatory Analysis, Regulatory Documentation, Investment Advisory..., Outside Business..., Cash & Non Cash..., Series 26, Advertising, National Futures..., Compliance Management, Regulatory Guidelines, Regulatory Requirements, Regulatory Filings, FINRA, Financial Services
Education
St. John's University, Jamaica, NY 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Marquette University 1976 — 1980
Bachelor of Arts (BA), Political Science / History
Chaminade High School 1972 — 1976
Lord Abbett 2004 - 2014
New York Life Investment Management 1993 - 2004
New York Life Insurance Company 1984 - 1993
Skills
Risk Management, Investment Management, Management, Investment Advisory, Equities, Fixed Income, Finance, Investment Strategies, Analysis, Due Diligence, Insurance, Retirement Planning, Bonds, Uniform Combined State..., Policy & Procedure..., FINRA Regulatory..., Supervisory Procedures, Regulatory Submissions, Asset Management, Annual Compliance..., Firm Element Continuing..., FINRA Registrations, Gifts & Entertainment, Records Management, Series 63, Mutual Funds, 401k, Business Continuity..., Series 6, Securities, Branch Office..., Regulatory Compliance, Regulatory Reporting, Regulatory Analysis, Regulatory Documentation, Investment Advisory..., Outside Business..., Cash & Non Cash..., Series 26, Advertising, National Futures..., Compliance Management, Regulatory Guidelines, Regulatory Requirements, Regulatory Filings, FINRA, Financial Services
Education
St. John's University, Jamaica, NY 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Marquette University 1976 — 1980
Bachelor of Arts (BA), Political Science / History
Chaminade High School 1972 — 1976
Nina Virgilio Nina Virgilio's New York Life Investment Management Experience March 2014 - Present
Job Corporate Vice President, Human Resources at New York Life
Industry Financial Services
Experience
New York Life Investment Management March 2014 - Present
New York Life Investment Management May 2007 - March 2014
AIG February 2006 - May 2007
Skills
Deferred Compensation, Succession Planning, Employee Benefits, Talent Management, Employee Relations, Compensation & Benefit, Job Evaluation, Leadership, Performance Management, HRIS, Recruiting, Management, Strategy, HR Consulting, Human Resources
Education
Fairleigh Dickinson University
B.A., Political Science
New York Life Investment Management March 2014 - Present
New York Life Investment Management May 2007 - March 2014
AIG February 2006 - May 2007
Skills
Deferred Compensation, Succession Planning, Employee Benefits, Talent Management, Employee Relations, Compensation & Benefit, Job Evaluation, Leadership, Performance Management, HRIS, Recruiting, Management, Strategy, HR Consulting, Human Resources
Education
Fairleigh Dickinson University
B.A., Political Science
Ed Burke Ed Burke's New York Life Investment Management Experience March 2006 - March 2008
Job Corporate Account Manager at Citrix
Industry Information Technology and Services
Experience
Citrix October 2013 - Present
Varonis June 2012 - October 2013
Jefferies & Company March 2008 - June 2012
New York Life Investment Management March 2006 - March 2008
Merrill Lynch September 2004 - March 2006
Education
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Citrix October 2013 - Present
Varonis June 2012 - October 2013
Jefferies & Company March 2008 - June 2012
New York Life Investment Management March 2006 - March 2008
Merrill Lynch September 2004 - March 2006
Education
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Leon Ivery Leon Ivery's New York Life Investment Management Experience April 2015 - Present
Job Structured Investments
Industry Investment Management
Experience
New York Life Investment Management April 2015 - Present
Guggenheim Partners June 2011 - April 2015
Skills
Financial Modeling, Real Estate, Commercial Real Estate..., Real Estate Transactions, Structured Products, Securitization, Financial Analysis, Valuation, Due Diligence, Investments, Capital Markets, Fixed Income, Microsoft Office, Finance, Microsoft Excel, Loans, Trading, Equities
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Menlo School 2003 — 2007
High School Diploma
New York Life Investment Management April 2015 - Present
Guggenheim Partners June 2011 - April 2015
Skills
Financial Modeling, Real Estate, Commercial Real Estate..., Real Estate Transactions, Structured Products, Securitization, Financial Analysis, Valuation, Due Diligence, Investments, Capital Markets, Fixed Income, Microsoft Office, Finance, Microsoft Excel, Loans, Trading, Equities
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Menlo School 2003 — 2007
High School Diploma
John Lariviere John Lariviere's New York Life Investment Management Experience October 2007 - July 2013
Job Second Vice President at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management October 2007 - July 2013
New York Life Investment Management October 2004 - October 2007
Prudential Financial January 1997 - October 2004
John Hancock April 1996 - December 1996
Marsven International June 1993 - August 1995
AT&T August 1989 - April 1991
Skills
Mutual Funds, Series 7, Retirement, Financial Planning, Long Term Care, Continuing Education, Project Management, Strategic Financial..., Life Insurance, Retirement Planning, 401k, Fixed Annuities, Insurance, Investments, Long-term Care, Marketing, Securities, Series 63
Education
Fairleigh Dickinson University 2005 — 2006
Certified Financial Planner (CFP) Certificate, Financial Planning
Rutgers University-New Brunswick 1985 — 1989
Bachelor of Arts, History and Philosophy
New York Life Investment Management October 2007 - July 2013
New York Life Investment Management October 2004 - October 2007
Prudential Financial January 1997 - October 2004
John Hancock April 1996 - December 1996
Marsven International June 1993 - August 1995
AT&T August 1989 - April 1991
Skills
Mutual Funds, Series 7, Retirement, Financial Planning, Long Term Care, Continuing Education, Project Management, Strategic Financial..., Life Insurance, Retirement Planning, 401k, Fixed Annuities, Insurance, Investments, Long-term Care, Marketing, Securities, Series 63
Education
Fairleigh Dickinson University 2005 — 2006
Certified Financial Planner (CFP) Certificate, Financial Planning
Rutgers University-New Brunswick 1985 — 1989
Bachelor of Arts, History and Philosophy
Khalilah (Lil) Williams Khalilah (Lil) Williams's New York Life Investment Management Experience 2011 - October 2012
Job Retirement Specialist
Industry Investment Management
Experience
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company October 2012 - Present
New York Life Investment Management 2011 - October 2012
Hooper Holmes March 2011 - July 2011
Affiliated Computers Systems September 2005 - April 2008
Skills
Windows 7, Microsoft Office, Lotus Notes, ADP E-Time, Outlook, PeopleSoft, Defined Benefit, Access, Recruiting, FMLA, Profit Sharing, Employee Benefits, ADP Payroll, Customer Service, Human Resources, Pensions, Retirement Planning, ERISA, 401k, Retirement, IRAs, Benefits Administration, Mutual Funds, Open Enrollment, Asset Allocation, Defined Contribution, Onboarding, 401k Rollovers, COBRA, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Bachelor of Business Administration (B.B.A.)/ MBA, Business Administration
Essex County College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company October 2012 - Present
New York Life Investment Management 2011 - October 2012
Hooper Holmes March 2011 - July 2011
Affiliated Computers Systems September 2005 - April 2008
Skills
Windows 7, Microsoft Office, Lotus Notes, ADP E-Time, Outlook, PeopleSoft, Defined Benefit, Access, Recruiting, FMLA, Profit Sharing, Employee Benefits, ADP Payroll, Customer Service, Human Resources, Pensions, Retirement Planning, ERISA, 401k, Retirement, IRAs, Benefits Administration, Mutual Funds, Open Enrollment, Asset Allocation, Defined Contribution, Onboarding, 401k Rollovers, COBRA, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Bachelor of Business Administration (B.B.A.)/ MBA, Business Administration
Essex County College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Tom Knoff, CFA Tom Knoff, CFA's New York Life Investment Management Experience April 1997 - June 2001
Job Managing Director at Cedar Street Capital
Industry Investment Management
Experience
Cedar Street Capital April 2014 - Present
Merrill Lynch / Andrews Group 2009 - January 2014
Unifund Inc. (Multi-billion single family office) 2004 - 2009
New York Life Capital Partners 2001 - 2004
New York Life Investment Management April 1997 - June 2001
First Chicago Capital Markets 1994 - 1997
Skills
Portfolio Management, Equities, Hedge Funds, Alternative Investments, Investments, Private Equity, Fixed Income, Valuation, Asset Allocation, Investment Strategies, Corporate Finance, Due Diligence, Investment Management, Financial Structuring, Derivatives, Mutual Funds, Structured Finance, LBO, Debt & Equity Financing, Funding
Education
CFA Institute
Chartered Financial Analyst
The University of Georgia
MBA
East Carolina University
Business Administration and Management, General
Cedar Street Capital April 2014 - Present
Merrill Lynch / Andrews Group 2009 - January 2014
Unifund Inc. (Multi-billion single family office) 2004 - 2009
New York Life Capital Partners 2001 - 2004
New York Life Investment Management April 1997 - June 2001
First Chicago Capital Markets 1994 - 1997
Skills
Portfolio Management, Equities, Hedge Funds, Alternative Investments, Investments, Private Equity, Fixed Income, Valuation, Asset Allocation, Investment Strategies, Corporate Finance, Due Diligence, Investment Management, Financial Structuring, Derivatives, Mutual Funds, Structured Finance, LBO, Debt & Equity Financing, Funding
Education
CFA Institute
Chartered Financial Analyst
The University of Georgia
MBA
East Carolina University
Business Administration and Management, General
Jennifer Janes Jennifer Janes's New York Life Investment Management Experience September 2001 - March 2004
Job
Industry Financial Services
Experience
BGC Partners May 2015 - Present
Tradition May 2014 - April 2015
Bonds.com May 2013 - April 2014
Vyapar Capital Markets March 2006 - April 2013
Vyapar Capital Market Partners March 2006 - March 2008
Tullett Liberty March 2005 - March 2006
JPMorgan Chase March 2004 - March 2005
New York Life Investment Management September 2001 - March 2004
New York Life Insurance Company September 2001 - December 2001
Fidelity Investments June 2000 - September 2001
Skills
Bloomberg, Equities, Investments, Risk Management, Credit, Finance, Microsoft Office, Sales, Pricing, Customer Service, Funding, Fixed Income, Credit Derivatives, Derivatives
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
Bachelor of Business Administration (BBA)
BGC Partners May 2015 - Present
Tradition May 2014 - April 2015
Bonds.com May 2013 - April 2014
Vyapar Capital Markets March 2006 - April 2013
Vyapar Capital Market Partners March 2006 - March 2008
Tullett Liberty March 2005 - March 2006
JPMorgan Chase March 2004 - March 2005
New York Life Investment Management September 2001 - March 2004
New York Life Insurance Company September 2001 - December 2001
Fidelity Investments June 2000 - September 2001
Skills
Bloomberg, Equities, Investments, Risk Management, Credit, Finance, Microsoft Office, Sales, Pricing, Customer Service, Funding, Fixed Income, Credit Derivatives, Derivatives
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
Bachelor of Business Administration (BBA)
Lara (Anderson) Luchetti Lara (Anderson) Luchetti's New York Life Investment Management Experience September 2005 - December 2006
Job Assistant Director, Sales Execution at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial August 2015 - Present
USI Consulting Group October 2011 - August 2015
MassMutual Financial Group April 2010 - October 2011
Morgan Stanley Smith Barney August 2008 - July 2009
Great-West Retirement Services December 2006 - August 2008
New York Life Investment Management September 2005 - December 2006
New York Life Investment Management June 2004 - September 2005
Groove Networks 2000 - 2002
Skills
Investments, Retirement, Investment Advisory, 401k, Mutual Funds, Retirement Planning, Securities, Series 6, Financial Advisory, Series 63, Series 7, Relationship Management, Series 65, Project Management
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
M.B.A.
Oberlin College 2000 — 2004
B.A.
Prudential Financial August 2015 - Present
USI Consulting Group October 2011 - August 2015
MassMutual Financial Group April 2010 - October 2011
Morgan Stanley Smith Barney August 2008 - July 2009
Great-West Retirement Services December 2006 - August 2008
New York Life Investment Management September 2005 - December 2006
New York Life Investment Management June 2004 - September 2005
Groove Networks 2000 - 2002
Skills
Investments, Retirement, Investment Advisory, 401k, Mutual Funds, Retirement Planning, Securities, Series 6, Financial Advisory, Series 63, Series 7, Relationship Management, Series 65, Project Management
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
M.B.A.
Oberlin College 2000 — 2004
B.A.
Michael J. Molnar Michael J. Molnar's New York Life Investment Management Experience November 1998 - May 2000
Job Vice President Investment Accounting at BlackRock
Industry Accounting
Experience
BlackRock July 2015 - Present
RAIT Financial Trust February 2006 - March 2015
GMAC Institutional Advisors April 2004 - February 2006
ACE Asset Management August 2002 - April 2004
Chubb Insurance Group May 2000 - August 2002
New York Life Investment Management November 1998 - May 2000
Merrill Lynch August 1993 - November 1998
Skills
Accounting, Investments, Financial Analysis, Financial Reporting, Valuation, Mutual Funds, General Ledger, Financial Services, Financial Accounting, Bloomberg, Fixed Income, Investment Control, Fund Accounting, Asset Management, Finance, Securitization, Asset-backed..., Microsoft Excel, Oracle, Broker-Dealer Operations, SEC Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1993
BS, Accounting
Middlesex County College 1989 — 1991
Associate's degree, Accounting
BlackRock July 2015 - Present
RAIT Financial Trust February 2006 - March 2015
GMAC Institutional Advisors April 2004 - February 2006
ACE Asset Management August 2002 - April 2004
Chubb Insurance Group May 2000 - August 2002
New York Life Investment Management November 1998 - May 2000
Merrill Lynch August 1993 - November 1998
Skills
Accounting, Investments, Financial Analysis, Financial Reporting, Valuation, Mutual Funds, General Ledger, Financial Services, Financial Accounting, Bloomberg, Fixed Income, Investment Control, Fund Accounting, Asset Management, Finance, Securitization, Asset-backed..., Microsoft Excel, Oracle, Broker-Dealer Operations, SEC Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1993
BS, Accounting
Middlesex County College 1989 — 1991
Associate's degree, Accounting
Scott Blomquist's New York Life Investment Management Experience 2006 - 2009
Job Director, Sales at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services April 2011 - April 2015
New York Life Retirement Plan Services 2009 - December 2011
New York Life Investment Management 2006 - 2009
New York Life Retirement Plan Services 1999 - 2006
Education
Babson College 1988 — 1992
Bachelor of Science
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services April 2011 - April 2015
New York Life Retirement Plan Services 2009 - December 2011
New York Life Investment Management 2006 - 2009
New York Life Retirement Plan Services 1999 - 2006
Education
Babson College 1988 — 1992
Bachelor of Science
Garrett Cooney Garrett Cooney's New York Life Investment Management Experience October 2013 - May 2014
Job Independent. Searching for new opportunities
Industry Investment Management
Experience
Searching for new opportunities August 2015 - Present
Right Pond December 2014 - Present
New York Life Investment Management October 2013 - May 2014
Enquiron February 2010 - August 2013
Headship Global Solutions October 2009 - December 2010
Fidelity Investments September 2005 - March 2009
Fidelity Investments August 2001 - October 2005
Fidelity Investments April 1998 - August 2000
Skills
Wealth Management, Retirement, Business Development, CRM, Risk Management, Investments, Relationship Management, Business Planning, Management, Insurance, Strategic Partnerships, Market Research, Sales Management, Sales, Team Management, Asset Allocation, Strategy, Leadership, Financial Services, Retirement Planning, Mutual Funds
Education
Merrimack College 2000 — 2002
CFP Cert, Certified Financial Planning
Nichols College 1988 — 1992
Bachelor’s Degree, Marketing
Holy Name
Searching for new opportunities August 2015 - Present
Right Pond December 2014 - Present
New York Life Investment Management October 2013 - May 2014
Enquiron February 2010 - August 2013
Headship Global Solutions October 2009 - December 2010
Fidelity Investments September 2005 - March 2009
Fidelity Investments August 2001 - October 2005
Fidelity Investments April 1998 - August 2000
Skills
Wealth Management, Retirement, Business Development, CRM, Risk Management, Investments, Relationship Management, Business Planning, Management, Insurance, Strategic Partnerships, Market Research, Sales Management, Sales, Team Management, Asset Allocation, Strategy, Leadership, Financial Services, Retirement Planning, Mutual Funds
Education
Merrimack College 2000 — 2002
CFP Cert, Certified Financial Planning
Nichols College 1988 — 1992
Bachelor’s Degree, Marketing
Holy Name
Paul Ames Paul Ames's New York Life Investment Management Experience January 2006 - September 2007
Job VP Global Consultant Relations at Franklin Templeton
Industry Investment Management
Experience
Franklin Templeton September 2007 - Present
New York Life Investment Management January 2006 - September 2007
Yanni Partners - A Division of GBS Investment Consulting, LLC 2003 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2000 — 2002
Masters in Business Administration, Finance
Bryant University
Bachelor of Science, Finance
Gannon
Gannon
Franklin Templeton September 2007 - Present
New York Life Investment Management January 2006 - September 2007
Yanni Partners - A Division of GBS Investment Consulting, LLC 2003 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2000 — 2002
Masters in Business Administration, Finance
Bryant University
Bachelor of Science, Finance
Gannon
Gannon
Yie-Hsin Hung Yie-Hsin Hung's New York Life Investment Management Experience May 2015 - Present
Job Chief Executive Officer, New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management May 2015 - Present
New York Life Investment Management January 2014 - Present
New York Life Investments March 2012 - December 2013
New York Life Investments November 2010 - March 2012
Bridgewater Associates 2008 - 2010
Morgan Stanley Investment Management October 2003 - 2008
Morgan Stanley February 1997 - October 2003
Dean Witter Reynolds Inc. September 1986 - February 1997
Skills
Executive Management, Asset Management, Investments, Alternative Investments, Mergers, Strategic Planning, Investment Strategies, Private Equity, Hedge Funds, Asset Managment, Mergers & Acquisitions, Capital Markets, Fixed Income, Investment Management, Portfolio Management, Equities, Institutional..., Investment Banking, Venture Capital, Bloomberg, Financial Modeling, Financial Services, Mutual Funds
Education
Harvard Business School 1984 — 1986
MBA
Northwestern University 1980 — 1984
BS, Mechanical Engineering
New York Life Investment Management May 2015 - Present
New York Life Investment Management January 2014 - Present
New York Life Investments March 2012 - December 2013
New York Life Investments November 2010 - March 2012
Bridgewater Associates 2008 - 2010
Morgan Stanley Investment Management October 2003 - 2008
Morgan Stanley February 1997 - October 2003
Dean Witter Reynolds Inc. September 1986 - February 1997
Skills
Executive Management, Asset Management, Investments, Alternative Investments, Mergers, Strategic Planning, Investment Strategies, Private Equity, Hedge Funds, Asset Managment, Mergers & Acquisitions, Capital Markets, Fixed Income, Investment Management, Portfolio Management, Equities, Institutional..., Investment Banking, Venture Capital, Bloomberg, Financial Modeling, Financial Services, Mutual Funds
Education
Harvard Business School 1984 — 1986
MBA
Northwestern University 1980 — 1984
BS, Mechanical Engineering
Hassan Qureshi Hassan Qureshi's New York Life Investment Management Experience January 2001 - June 2002
Job IT Cus Supp Assoc B Executive Support Staff TECS
Industry Financial Services
Experience
Federal Reserve Bank of New York April 2011 - Present
Federal Reserve Bank of New York July 2002 - April 2011
New York Life Investment Management January 2001 - June 2002
Polo Ralph Lauren / IBM August 2000 - January 2001
DEVRY Institute of Technology December 1999 - May 2000
PANALPINA, Inc May 1999 - November 1999
Skills
Technical Support, Networking, Programming, Windows 7, Windows XP Pro, Windows Vista, Mac OS, iPhone, Blackberry, Outlook, Lotus Notes, Microsoft Office, Mathematica, MathType, PGP, Mathlab, SAS, Cisco Technologies, iPad, Android, windows 8, Windows XP, Project Management, SDLC, Business Analysis, Security
Education
DeVry University 1999 — 2001
Bachelor's degree, Computer and Information Sciences and Support Services
Hudson County Community College
Bachelor's degree
Federal Reserve Bank of New York April 2011 - Present
Federal Reserve Bank of New York July 2002 - April 2011
New York Life Investment Management January 2001 - June 2002
Polo Ralph Lauren / IBM August 2000 - January 2001
DEVRY Institute of Technology December 1999 - May 2000
PANALPINA, Inc May 1999 - November 1999
Skills
Technical Support, Networking, Programming, Windows 7, Windows XP Pro, Windows Vista, Mac OS, iPhone, Blackberry, Outlook, Lotus Notes, Microsoft Office, Mathematica, MathType, PGP, Mathlab, SAS, Cisco Technologies, iPad, Android, windows 8, Windows XP, Project Management, SDLC, Business Analysis, Security
Education
DeVry University 1999 — 2001
Bachelor's degree, Computer and Information Sciences and Support Services
Hudson County Community College
Bachelor's degree
Adnan Momin's New York Life Investment Management Experience March 2006 - May 2008
Job Director of Business Development at Koar Group
Industry Financial Services
Experience
Koar Group March 2015 - Present
Manhattan Professional Group March 2009 - May 2011
New York Life Investment Management March 2006 - May 2008
UPS March 2005 - December 2005
American Express Financial Advisors June 2002 - November 2004
Skills
Auditing, Competitive Analysis, Finance, Financial Accounting, Financial Analysis, Financial Services, Marketing, Mergers, QuickBooks, Risk Management, Tax, Management, Internal Audit
Education
Mount Saint Mary College 2007 — 2011
MBA, Business Management and Administration
Iona College 1988 — 2002
B.A., Economics
Koar Group March 2015 - Present
Manhattan Professional Group March 2009 - May 2011
New York Life Investment Management March 2006 - May 2008
UPS March 2005 - December 2005
American Express Financial Advisors June 2002 - November 2004
Skills
Auditing, Competitive Analysis, Finance, Financial Accounting, Financial Analysis, Financial Services, Marketing, Mergers, QuickBooks, Risk Management, Tax, Management, Internal Audit
Education
Mount Saint Mary College 2007 — 2011
MBA, Business Management and Administration
Iona College 1988 — 2002
B.A., Economics
Salvatore M. Capizzi Salvatore M. Capizzi's New York Life Investment Management Experience 2003 - 2004
Job Chief Sales & Marketing Officer
Industry Financial Services
Experience
Dunham & Associates 2008 - Present
ThomasLloyd 2004 - 2008
New York Life Investment Management 2003 - 2004
BlackRock Financial Management 1995 - 2003
Shearson Lehman Brothers 1987 - 1994
CIGNA 1981 - 1987
Skills
Wealth Management, Mutual Funds, Investments, Wealth, Asset, Series 7, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Series 24, Asset Management, Securities, Financial Planning, Financial Markets, Insurance, Series 66, Series 6, Hedge Funds, Series 65, Wholesaling, Sales Management, Asset Managment, ETFs, Financial Services, Investment Management, Management, Strategic Financial..., Wholesale, Uniform Combined State...
Education
Baruch College
BA, History
Dunham & Associates 2008 - Present
ThomasLloyd 2004 - 2008
New York Life Investment Management 2003 - 2004
BlackRock Financial Management 1995 - 2003
Shearson Lehman Brothers 1987 - 1994
CIGNA 1981 - 1987
Skills
Wealth Management, Mutual Funds, Investments, Wealth, Asset, Series 7, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Series 24, Asset Management, Securities, Financial Planning, Financial Markets, Insurance, Series 66, Series 6, Hedge Funds, Series 65, Wholesaling, Sales Management, Asset Managment, ETFs, Financial Services, Investment Management, Management, Strategic Financial..., Wholesale, Uniform Combined State...
Education
Baruch College
BA, History
Troy Lefebvre Troy Lefebvre's New York Life Investment Management Experience November 2000 - November 2010
Job ELearning Developer at Cambridge Health Alliance
Industry
Experience
Cambridge Health Alliance January 2011 - Present
Portent Publishing Group November 2010 - Present
New York Life Retirement Plan Services April 2009 - November 2010
New York Life Retirement Plan Services November 2000 - November 2010
New York Life Investment Management November 2000 - November 2010
No. 9 /Atomic Marketing October 1999 - April 2000
Skills
Project Management, Instructional design, Product development, E-learning development, Cross-media publishing, Print and electronic..., Print production, Print on Demand, Distance learning, Video editing, Audio editing, Illustration skills, Microsoft Office, Graphic design, Lectora, Captivate, Presenter, WebEx, Ebooks, Dreamweaver, Adobe Illustrator, Adobe Photoshop, Flash, Flash Catalyst, Final Cut Pro, Graphic Design, Photoshop, Illustrator, E-Learning, Training, Publishing, Illustration, Instructional Design, Distance Learning, Audio Editing, Video Editing
Education
Lesley University
Class
University of Connecticut 1996 — 1999
Didactic Program
Southern Connecticut State University 1992 — 1996
BS
Cambridge Health Alliance January 2011 - Present
Portent Publishing Group November 2010 - Present
New York Life Retirement Plan Services April 2009 - November 2010
New York Life Retirement Plan Services November 2000 - November 2010
New York Life Investment Management November 2000 - November 2010
No. 9 /Atomic Marketing October 1999 - April 2000
Skills
Project Management, Instructional design, Product development, E-learning development, Cross-media publishing, Print and electronic..., Print production, Print on Demand, Distance learning, Video editing, Audio editing, Illustration skills, Microsoft Office, Graphic design, Lectora, Captivate, Presenter, WebEx, Ebooks, Dreamweaver, Adobe Illustrator, Adobe Photoshop, Flash, Flash Catalyst, Final Cut Pro, Graphic Design, Photoshop, Illustrator, E-Learning, Training, Publishing, Illustration, Instructional Design, Distance Learning, Audio Editing, Video Editing
Education
Lesley University
Class
University of Connecticut 1996 — 1999
Didactic Program
Southern Connecticut State University 1992 — 1996
BS
Brennan Taylor's New York Life Investment Management Experience March 2001 - Present
Job
Industry Financial Services
Experience
New York Life Investment Management March 2001 - Present
Galileo Games June 1996 - Present
Indie Press Revolution LLC August 2005 - June 2010
CondéNet June 2000 - March 2001
Skills
Investments, Financial Services, Social Media, Asset Management, Insurance, Public Speaking, Mutual Funds, Microsoft Office, Social Networking, Editing, Fixed Annuities, Project Management, Retirement Planning, Research, Retirement, Front-End Web..., HTML5, CSS3, Javascript, jQuery
Education
Marlboro College 1999 — 2001
MS, Internet Strategy Management
Colorado State University 1990 — 1994
B.A., History
William Penn University 1988 — 1989
Political Science
New York Life Investment Management March 2001 - Present
Galileo Games June 1996 - Present
Indie Press Revolution LLC August 2005 - June 2010
CondéNet June 2000 - March 2001
Skills
Investments, Financial Services, Social Media, Asset Management, Insurance, Public Speaking, Mutual Funds, Microsoft Office, Social Networking, Editing, Fixed Annuities, Project Management, Retirement Planning, Research, Retirement, Front-End Web..., HTML5, CSS3, Javascript, jQuery
Education
Marlboro College 1999 — 2001
MS, Internet Strategy Management
Colorado State University 1990 — 1994
B.A., History
William Penn University 1988 — 1989
Political Science
Wendy Houde Wendy Houde's New York Life Investment Management Experience December 2007 - June 2009
Job Certified Nursing Assistant at South Shore Rehabilitation and Skilled Nursing Facility
Industry Retail
Experience
South Shore Rehabilitation and Skilled Nursing Facility June 2013 - Present
Dollar Tree Stores November 2012 - Present
New York Life Investment Management December 2007 - June 2009
New York Life Investment Management January 2000 - November 2007
New York Life Investment Management January 1998 - April 2000
BTR, Inc. January 1996 - January 1998
Blue Cross Blue Shield of Massachusetts January 1984 - April 1996
Skills
Customer Service, 401k, User Acceptance Testing, Public Speaking, Retirement Planning, Teamwork, Asset Management, Business Analysis, Pensions, Relationship Management, Benefits Administration, Financial Services, Employee Benefits, Call Centers
Education
American Red Cross 2013 — 2013
CNA, Nursing Assistant/Home Health Aide
Boston Latin School 1975 — 1981
Emmanuel College
Business Administration
South Shore Rehabilitation and Skilled Nursing Facility June 2013 - Present
Dollar Tree Stores November 2012 - Present
New York Life Investment Management December 2007 - June 2009
New York Life Investment Management January 2000 - November 2007
New York Life Investment Management January 1998 - April 2000
BTR, Inc. January 1996 - January 1998
Blue Cross Blue Shield of Massachusetts January 1984 - April 1996
Skills
Customer Service, 401k, User Acceptance Testing, Public Speaking, Retirement Planning, Teamwork, Asset Management, Business Analysis, Pensions, Relationship Management, Benefits Administration, Financial Services, Employee Benefits, Call Centers
Education
American Red Cross 2013 — 2013
CNA, Nursing Assistant/Home Health Aide
Boston Latin School 1975 — 1981
Emmanuel College
Business Administration
Patrick J. Farrell's New York Life Investment Management Experience April 1996 - June 2005
Job Chief Financial Officer at StoneCastle Partners, LLC
Industry Investment Management
Experience
StoneCastle Partners, LLC February 2014 - Present
Emerging Managers Group, LP February 2009 - February 2014
Reserve Management February 2006 - February 2009
New York Life Investment Management April 1996 - June 2005
Alliance Capital Management April 1988 - April 1996
Drexel Burnham Lambert May 1986 - April 1988
Lexington Management Corporation October 1983 - May 1986
Peat Marwick Mitchell & Co. September 1981 - October 1983
Skills
Money Market, Mutual Funds, Equities, System Administration, Securities, Asset Managment, Fixed Income, Audit Committee, Accounting, Financial Services, Investments, Hedge Funds, Recruiting, Offshore Funds, Alternative Investments, Asset Management, Banking, Auditing, Valuation, Fund Of Funds, Portfolio Management, Finance
Education
Manhattan College 1977 — 1981
BS, Accounting
StoneCastle Partners, LLC February 2014 - Present
Emerging Managers Group, LP February 2009 - February 2014
Reserve Management February 2006 - February 2009
New York Life Investment Management April 1996 - June 2005
Alliance Capital Management April 1988 - April 1996
Drexel Burnham Lambert May 1986 - April 1988
Lexington Management Corporation October 1983 - May 1986
Peat Marwick Mitchell & Co. September 1981 - October 1983
Skills
Money Market, Mutual Funds, Equities, System Administration, Securities, Asset Managment, Fixed Income, Audit Committee, Accounting, Financial Services, Investments, Hedge Funds, Recruiting, Offshore Funds, Alternative Investments, Asset Management, Banking, Auditing, Valuation, Fund Of Funds, Portfolio Management, Finance
Education
Manhattan College 1977 — 1981
BS, Accounting
Kathy O'Connor Kathy O'Connor's New York Life Investment Management Experience 2000 - 2006
Job President at KJ Capital Management LLC
Industry Investment Management
Experience
New York Society of Security Analysts 2011 - Present
KJ Capital Management LLC June 2008 - Present
Morgan Stanley Investment Management 2006 - 2008
NYLIM, Inc. 2000 - 2006
New York Life Investment Management 2000 - 2006
Skills
Alternative Investments, Asset Management, Investment Management, Investments, Equities, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Asset Allocation, Mutual Funds, Financial Modeling, Valuation, Securities, Management, Private Equity, Bloomberg, Equity Research, Financial Analysis, Investment Advisory
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
University of Massachusetts Dartmouth
B.A., Business Administration and Languages
New York Society of Security Analysts 2011 - Present
KJ Capital Management LLC June 2008 - Present
Morgan Stanley Investment Management 2006 - 2008
NYLIM, Inc. 2000 - 2006
New York Life Investment Management 2000 - 2006
Skills
Alternative Investments, Asset Management, Investment Management, Investments, Equities, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Asset Allocation, Mutual Funds, Financial Modeling, Valuation, Securities, Management, Private Equity, Bloomberg, Equity Research, Financial Analysis, Investment Advisory
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
University of Massachusetts Dartmouth
B.A., Business Administration and Languages
David Osunkwo David Osunkwo's New York Life Investment Management Experience 2000 - 2004
Job Founder & Chief Executive Officer at Oak Grove Consultancy LLC, regulatory compliance consultants.
Industry Investment Management
Experience
Oak Grove Consultancy LLC February 2009 - Present
Bryant Rabbino LLP October 2010 - May 2013
Capital L Group, LLC March 2010 - December 2011
Invesco Ltd September 2004 - January 2009
New York Life Investment Management 2000 - 2004
Lazard Asset Management July 1997 - July 2001
Prudential Investments December 1996 - July 1997
Skills
Hedge Funds, Securities, Investment Advisory, Compliance, Asset Management, Mutual Funds, Series 7, Private Equity, AML, FINRA, Risk Management, Due Diligence, Internal Controls, Enterprise Risk..., Asset Managment, Alternative Investments
Education
Emory University - Goizueta Business School 2010 — 2013
Master of Business Administration (MBA)
Thomas Jefferson School of Law 2009 — 2011
LL.M (Cum Laude)
Nigerian Law School, Victoria Island 1985 — 1986
B.L.
University of Nigeria 1981 — 1985
LL.B.
Oak Grove Consultancy LLC February 2009 - Present
Bryant Rabbino LLP October 2010 - May 2013
Capital L Group, LLC March 2010 - December 2011
Invesco Ltd September 2004 - January 2009
New York Life Investment Management 2000 - 2004
Lazard Asset Management July 1997 - July 2001
Prudential Investments December 1996 - July 1997
Skills
Hedge Funds, Securities, Investment Advisory, Compliance, Asset Management, Mutual Funds, Series 7, Private Equity, AML, FINRA, Risk Management, Due Diligence, Internal Controls, Enterprise Risk..., Asset Managment, Alternative Investments
Education
Emory University - Goizueta Business School 2010 — 2013
Master of Business Administration (MBA)
Thomas Jefferson School of Law 2009 — 2011
LL.M (Cum Laude)
Nigerian Law School, Victoria Island 1985 — 1986
B.L.
University of Nigeria 1981 — 1985
LL.B.
Patrice Smith Patrice Smith's New York Life Investment Management Experience June 2007 - November 2011
Job Senior Financial Analyst II/ Hyperion Planning/ Essbase Admin
Industry Airlines/Aviation
Experience
Aircraft Service International Group (BBA Aviation) May 2012 - Present
New York Life Investment Management June 2007 - November 2011
Key Bank March 2006 - June 2007
First Marblehead Education Resources January 2004 - March 2006
Skills
Excel, Hyperion, Essbase, Hyperion Enterprise, Financial Analysis, Forecasting, Analysis, SAP, Finance, Strategic Financial..., Auditing, Strategic Planning, Financial Modeling, Budgets, Financial Reporting, Process Improvement, Accounting, Financial Accounting, Credit, Cross-functional Team..., Risk Management, Financial Planning, Microsoft Excel
Education
American InterContinental University 2003 — 2005
MBA, Focus Accounting & Finance
University of Massachusetts, Amherst 1997 — 2002
BS, Economics
Aircraft Service International Group (BBA Aviation) May 2012 - Present
New York Life Investment Management June 2007 - November 2011
Key Bank March 2006 - June 2007
First Marblehead Education Resources January 2004 - March 2006
Skills
Excel, Hyperion, Essbase, Hyperion Enterprise, Financial Analysis, Forecasting, Analysis, SAP, Finance, Strategic Financial..., Auditing, Strategic Planning, Financial Modeling, Budgets, Financial Reporting, Process Improvement, Accounting, Financial Accounting, Credit, Cross-functional Team..., Risk Management, Financial Planning, Microsoft Excel
Education
American InterContinental University 2003 — 2005
MBA, Focus Accounting & Finance
University of Massachusetts, Amherst 1997 — 2002
BS, Economics
Phil Crosley Phil Crosley's New York Life Investment Management Experience 2001 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Post Oak Asset Management 2007 - 2009
Allianze Global Investers 2004 - 2006
New York Life Investment Management 2001 - 2004
IXIS Advisory Services 1997 - 1999
Stein Roe 1996 - 1998
Invesco Ltd. 1987 - 1996
INVESCO Funds Group 1987 - 1996
Invesco Aim 1987 - 1995
Education
Arizona State University 1975 — 1977
Post Oak Asset Management 2007 - 2009
Allianze Global Investers 2004 - 2006
New York Life Investment Management 2001 - 2004
IXIS Advisory Services 1997 - 1999
Stein Roe 1996 - 1998
Invesco Ltd. 1987 - 1996
INVESCO Funds Group 1987 - 1996
Invesco Aim 1987 - 1995
Education
Arizona State University 1975 — 1977
Grant Davis Grant Davis's New York Life Investment Management Experience September 1999 - September 2009
Job Managing Director at Tenaska Capital Management, LLC
Industry Investment Management
Experience
Tenaska Capital Management, LLC August 2011 - Present
Abatis Capital September 2009 - August 2011
New York Life Investment Management September 1999 - September 2009
American Agritech June 1995 - August 1999
GE Capital December 1989 - June 1995
The Bigelow Company June 1985 - November 1989
Manufacturers Hanover Leasing Corp. January 1980 - August 1983
Manufacturers Hanover Trust June 1978 - January 1980
Education
The Tuck School of Business at Dartmouth 1983 — 1985
1985, Finance
Colgate University 1974 — 1978
BA, Economics
The Pingry School 1967 — 1974
Tenaska Capital Management, LLC August 2011 - Present
Abatis Capital September 2009 - August 2011
New York Life Investment Management September 1999 - September 2009
American Agritech June 1995 - August 1999
GE Capital December 1989 - June 1995
The Bigelow Company June 1985 - November 1989
Manufacturers Hanover Leasing Corp. January 1980 - August 1983
Manufacturers Hanover Trust June 1978 - January 1980
Education
The Tuck School of Business at Dartmouth 1983 — 1985
1985, Finance
Colgate University 1974 — 1978
BA, Economics
The Pingry School 1967 — 1974
Joanne Hyesoo Jung Joanne Hyesoo Jung's New York Life Investment Management Experience 2004 - 2008
Job Investment Management Professional
Industry Investment Management
Experience
Madison Square Investors 2008 - 2009
New York Life Investment Management 2004 - 2008
JPMorgan 2000 - 2002
JPMorgan Chase 1998 - 2000
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Ewha Womans University
BA, English Language and Literature, Business Administration
Madison Square Investors 2008 - 2009
New York Life Investment Management 2004 - 2008
JPMorgan 2000 - 2002
JPMorgan Chase 1998 - 2000
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Ewha Womans University
BA, English Language and Literature, Business Administration
William Gibson William Gibson's New York Life Investment Management Experience January 2005 - June 2006
Job Senior Managing Director & President at IVY Creek Associates
Industry Investment Management
Experience
IVY Creek Associates March 2012 - Present
Citigroup April 2011 - March 2012
IVY Creek Associates June 2006 - April 2011
Al Rajhi Capital March 2010 - December 2010
New York Life Investment Management January 2005 - June 2006
ING Investment Management 2001 - 2005
ING Group June 1998 - December 2004
ING Investment Management Europe 2001 - 2004
Merrill Lynch March 1997 - June 1998
Barclays Capital February 1993 - March 1997
Skills
Asset Management, Financial Management, Strategic Planning, Bank Operations, Securities Lending, Investments, Securities, Financial Markets, International Management, International Business, Hedge Funds, Banking, Compliance, Asset Managment, Leadership, Mac, Mac OS X, Baseball, Operations Management, Series 27, Islamic Finance, Securities Processing, Fixed Income, Wine Tasting, FINRA, Management, Risk Management, OS X, Derivatives, Capital Markets, Portfolio Management, Investment Banking, Corporate Finance, Due Diligence, Financial Services, Investment Management, Managerial Finance
Education
Cornell University 1973 — 1976
MBA, Finance
Cornell University - Johnson Graduate School of Management 1973 — 1976
MBA, MPA, Finance & Marketing
Michigan State University 1969 — 1973
BA, Political Philosophy
IVY Creek Associates March 2012 - Present
Citigroup April 2011 - March 2012
IVY Creek Associates June 2006 - April 2011
Al Rajhi Capital March 2010 - December 2010
New York Life Investment Management January 2005 - June 2006
ING Investment Management 2001 - 2005
ING Group June 1998 - December 2004
ING Investment Management Europe 2001 - 2004
Merrill Lynch March 1997 - June 1998
Barclays Capital February 1993 - March 1997
Skills
Asset Management, Financial Management, Strategic Planning, Bank Operations, Securities Lending, Investments, Securities, Financial Markets, International Management, International Business, Hedge Funds, Banking, Compliance, Asset Managment, Leadership, Mac, Mac OS X, Baseball, Operations Management, Series 27, Islamic Finance, Securities Processing, Fixed Income, Wine Tasting, FINRA, Management, Risk Management, OS X, Derivatives, Capital Markets, Portfolio Management, Investment Banking, Corporate Finance, Due Diligence, Financial Services, Investment Management, Managerial Finance
Education
Cornell University 1973 — 1976
MBA, Finance
Cornell University - Johnson Graduate School of Management 1973 — 1976
MBA, MPA, Finance & Marketing
Michigan State University 1969 — 1973
BA, Political Philosophy
Amy Meckeler's New York Life Investment Management Experience January 2000 - August 2001
Job Associate Director of Undergraduate Admissions Marketing and Communications
Industry Higher Education
Experience
Montclair State University November 2012 - Present
Stevens Institute of Technology August 2010 - November 2012
Kean University July 2007 - February 2009
Kean University July 2003 - July 2007
Kean University July 2001 - June 2003
New York Life Investment Management January 2000 - August 2001
Skills
Content Management, Branding & Identity, Market Research, CRM, Higher Education, Non-profits, Fundraising, Public Speaking, Public Relations, Social Media, Event Planning, Editing, Social Media Marketing, Publications, Marketing Communications, Nonprofits, Advertising, Strategic Communications, Grant Writing, Corporate Communications, Volunteer Management, Press Releases, Copywriting, Program Management, Newsletters, Research, Marketing, Strategy, Management, Media Relations, Community Outreach, Digital Media, Training, Email Marketing, Strategic Planning
Education
Kean University 2008 — 2015
Master’s Degree, Sociology and Social Justice
Kean University 1995 — 1999
BA, English - writing
Montclair State University November 2012 - Present
Stevens Institute of Technology August 2010 - November 2012
Kean University July 2007 - February 2009
Kean University July 2003 - July 2007
Kean University July 2001 - June 2003
New York Life Investment Management January 2000 - August 2001
Skills
Content Management, Branding & Identity, Market Research, CRM, Higher Education, Non-profits, Fundraising, Public Speaking, Public Relations, Social Media, Event Planning, Editing, Social Media Marketing, Publications, Marketing Communications, Nonprofits, Advertising, Strategic Communications, Grant Writing, Corporate Communications, Volunteer Management, Press Releases, Copywriting, Program Management, Newsletters, Research, Marketing, Strategy, Management, Media Relations, Community Outreach, Digital Media, Training, Email Marketing, Strategic Planning
Education
Kean University 2008 — 2015
Master’s Degree, Sociology and Social Justice
Kean University 1995 — 1999
BA, English - writing
Frank Campbell Frank Campbell's New York Life Investment Management Experience October 2005 - August 2006
Job Project Manager Business Development
Industry Hospital & Health Care
Experience
North Shore-LIJ Health System June 2013 - Present
Chimera Securities January 2010 - June 2013
Madison Trading LLC July 2006 - November 2010
New York Life Investment Management October 2005 - August 2006
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Data Mining, Web Scraping, Pivot Tables, Vlookup, VBA, Equities, Microsoft Word, Bloomberg, Series 7, Equity Trading, Futures Trading, PowerPoint, Thompson One
Education
DeSales University 2000 — 2004
Bachelor of Science, Accounting and Finance
North Shore-LIJ Health System June 2013 - Present
Chimera Securities January 2010 - June 2013
Madison Trading LLC July 2006 - November 2010
New York Life Investment Management October 2005 - August 2006
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Data Mining, Web Scraping, Pivot Tables, Vlookup, VBA, Equities, Microsoft Word, Bloomberg, Series 7, Equity Trading, Futures Trading, PowerPoint, Thompson One
Education
DeSales University 2000 — 2004
Bachelor of Science, Accounting and Finance
Cristina Kelly Cristina Kelly's New York Life Investment Management Experience March 2007 - August 2013
Job Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
New York Life Investment Management March 2007 - August 2013
Educational Concepts in Medicine September 2005 - March 2007
Ascend Media January 2002 - September 2005
Skills
Financial Services, Editing, Proofreading, Mutual Funds, Finance, Writing
Education
La Salle University 1997 — 2001
Bachelor of Arts (B.A.), Communication and Media Studies, Minor in Business Administration, Cum laude
FINRA Series 6, Series 7, Series 63
New York Life Insurance Company August 2013 - Present
New York Life Investment Management March 2007 - August 2013
Educational Concepts in Medicine September 2005 - March 2007
Ascend Media January 2002 - September 2005
Skills
Financial Services, Editing, Proofreading, Mutual Funds, Finance, Writing
Education
La Salle University 1997 — 2001
Bachelor of Arts (B.A.), Communication and Media Studies, Minor in Business Administration, Cum laude
FINRA Series 6, Series 7, Series 63
Max Tynan Max Tynan's New York Life Investment Management Experience July 2010 - July 2012
Job Business Development at Amazon.com
Industry Internet
Experience
Amazon April 2015 - Present
Amazon March 2014 - April 2015
New York Life Investments June 2012 - March 2014
New York Life Investment Management July 2010 - July 2012
Skills
Business Analysis, Mutual Funds, Asset Management, Program Management, CRM, Portfolio Management, Process Engineering, Process Improvement, Strategic Planning, Enterprise Architecture, Microsoft Office, Venture Capital, Corporate Venture..., Technology Incubation, Product Incubation, Hedge Funds, Bloomberg, Capital Markets, Securities, Asset Allocation, Equities, Forecasting, Real Estate Private..., Business Development, Strategic Partnerships, Sales, Sales Operations
Education
Drew University 2005 — 2009
Bachelor's Degree, Political Science, Cum Laude
Amazon April 2015 - Present
Amazon March 2014 - April 2015
New York Life Investments June 2012 - March 2014
New York Life Investment Management July 2010 - July 2012
Skills
Business Analysis, Mutual Funds, Asset Management, Program Management, CRM, Portfolio Management, Process Engineering, Process Improvement, Strategic Planning, Enterprise Architecture, Microsoft Office, Venture Capital, Corporate Venture..., Technology Incubation, Product Incubation, Hedge Funds, Bloomberg, Capital Markets, Securities, Asset Allocation, Equities, Forecasting, Real Estate Private..., Business Development, Strategic Partnerships, Sales, Sales Operations
Education
Drew University 2005 — 2009
Bachelor's Degree, Political Science, Cum Laude
Tyler Carter Tyler Carter's New York Life Investment Management Experience May 2013 - October 2014
Job Senior Analyst, ETF Specialist at S&P Dow Jones Indices
Industry Financial Services
Experience
S&P Dow Jones Indices October 2014 - Present
New York Life Investment Management May 2013 - October 2014
New York Life Investment Management May 2012 - May 2013
MetLife September 2009 - May 2011
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA), Dual Concentration: Finance and Information Systems/Business Analytics
Siena College 2005 — 2009
B.S., Economics
S&P Dow Jones Indices October 2014 - Present
New York Life Investment Management May 2013 - October 2014
New York Life Investment Management May 2012 - May 2013
MetLife September 2009 - May 2011
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA), Dual Concentration: Finance and Information Systems/Business Analytics
Siena College 2005 — 2009
B.S., Economics
Jason Lampa, MBA's New York Life Investment Management Experience June 2007 - July 2008
Job CoFounder and Managing Director Investment Manager Marketing & Distribution
Industry Investment Management
Experience
Alternative Investment Store February 2010 - Present
Reaves Asset Management July 2008 - February 2010
New York Life Investment Management June 2007 - July 2008
DFW Associates August 2006 - June 2007
OppenheimerFunds August 2003 - August 2006
Travelers Life & Annuity ( Now Metlife) December 2001 - August 2003
AXA Advisors January 2001 - December 2001
Skills
Business Development..., Financial Advisor Coach, College Planning Coach, Generational Wealth..., Legacy Planning Coach, Investment Advisor Coach, 529 Specialist, Philanthropy Planning..., Business Performance..., Practice Management..., Indexed Product Coach, Organizational..., Family Planning Coach, Generational, Educational Consulting, inflation-indexed bond, Project Planning, Organizational..., Wealth, Business, Philanthropy, Inflation-indexed bond, Mutual Funds, Retirement Planning, Wealth Management, Investments, Business Development, Alternative Investment..., Absolute Return, Alpha Generation, Alternative Investments, Financial Services, Retirement, 401k, Fixed Annuities, Strategy, Financial Planners, Start-ups, Entrepreneurship, Competitive Analysis, Due Diligence, Hedge Funds, Asset Allocation, Series 7, Investment Advisory, Series 65, Series 63, ETFs, Securities, Investment Strategies
Education
Cornell University 2014 — 2015
Marketing Strategy Certificate, Marketing Strategy
Seton Hall University 2001 — 2003
MBA, Finance & Marketing
Montclair State University 1997 — 2000
Bachelor of Science, Marketing
Raritan Valley Community College 1995 — 1996
Business Administration and Management, General
Alternative Investment Store February 2010 - Present
Reaves Asset Management July 2008 - February 2010
New York Life Investment Management June 2007 - July 2008
DFW Associates August 2006 - June 2007
OppenheimerFunds August 2003 - August 2006
Travelers Life & Annuity ( Now Metlife) December 2001 - August 2003
AXA Advisors January 2001 - December 2001
Skills
Business Development..., Financial Advisor Coach, College Planning Coach, Generational Wealth..., Legacy Planning Coach, Investment Advisor Coach, 529 Specialist, Philanthropy Planning..., Business Performance..., Practice Management..., Indexed Product Coach, Organizational..., Family Planning Coach, Generational, Educational Consulting, inflation-indexed bond, Project Planning, Organizational..., Wealth, Business, Philanthropy, Inflation-indexed bond, Mutual Funds, Retirement Planning, Wealth Management, Investments, Business Development, Alternative Investment..., Absolute Return, Alpha Generation, Alternative Investments, Financial Services, Retirement, 401k, Fixed Annuities, Strategy, Financial Planners, Start-ups, Entrepreneurship, Competitive Analysis, Due Diligence, Hedge Funds, Asset Allocation, Series 7, Investment Advisory, Series 65, Series 63, ETFs, Securities, Investment Strategies
Education
Cornell University 2014 — 2015
Marketing Strategy Certificate, Marketing Strategy
Seton Hall University 2001 — 2003
MBA, Finance & Marketing
Montclair State University 1997 — 2000
Bachelor of Science, Marketing
Raritan Valley Community College 1995 — 1996
Business Administration and Management, General
Steven Govaert Steven Govaert's New York Life Investment Management Experience November 1997 - January 2005
Job
Industry Financial Services
Experience
New York Life Investment Management November 1997 - January 2005
Boston Financial Data Services November 1995 - October 1997
Skills
Mutual Funds, Brokerage, Operations Management, Call Center, Annuities, Insurance, Transfer Agent, Fixed Annuities, Retirement Planning, Asset Management, Investments, Call Centers, Securities, Leadership, Management, Trading, Vendor Management, Series 63, Financial Services, Series 7, Product Management, Wealth Management, Asset Allocation
Education
Harvard University 1989 — 1993
Bachelor of Liberal Arts, Economics
Embry-Riddle Aeronautical University 1988 — 1989
New York Life Investment Management November 1997 - January 2005
Boston Financial Data Services November 1995 - October 1997
Skills
Mutual Funds, Brokerage, Operations Management, Call Center, Annuities, Insurance, Transfer Agent, Fixed Annuities, Retirement Planning, Asset Management, Investments, Call Centers, Securities, Leadership, Management, Trading, Vendor Management, Series 63, Financial Services, Series 7, Product Management, Wealth Management, Asset Allocation
Education
Harvard University 1989 — 1993
Bachelor of Liberal Arts, Economics
Embry-Riddle Aeronautical University 1988 — 1989
Nicole Whiteside Candito Nicole Whiteside Candito's New York Life Investment Management Experience January 2003 - July 2007
Job Marketing Communications Manager, Lead Generation at Eaton
Industry Marketing and Advertising
Experience
Eaton August 2013 - Present
Red Hat June 2012 - July 2013
International Association of Business Communicators (IABC) NC Triangle Chapter March 2011 - June 2012
Eaton Corporation October 2009 - June 2012
TeleHealth Services November 2008 - October 2009
George P. Johnson August 2007 - July 2008
New York Life Investment Management January 2003 - July 2007
Skills
Marketing Strategy, Marketing Communications, Social Media, Product Marketing, Public Relations, Email Marketing, Integrated Marketing, Competitive Analysis, Market Research, Social Media Marketing, Cross-functional Team..., Account Management, Trade Shows, Internal Communications, Corporate Communications, Leadership, Product Management, Strategic Planning, Advertising, Press Releases, Product Development, Marketing Management, New Business Development, Marketing, Management, Content Development, Project Management, Product Launch, Go-to-market Strategy, Lead Generation, Proposal Writing, B2B Marketing, Messaging, Direct Marketing, Cloud Computing, Digital Marketing, B2B, CRM, Sales Process, Newsletters, Strategic Partnerships, Sales, Online Marketing, Strategy, Salesforce.com
Education
Bryant University 1998 — 2002
Bachelors of Science in Business Administration, Major: Marketing, Minor: Sociology
Eaton August 2013 - Present
Red Hat June 2012 - July 2013
International Association of Business Communicators (IABC) NC Triangle Chapter March 2011 - June 2012
Eaton Corporation October 2009 - June 2012
TeleHealth Services November 2008 - October 2009
George P. Johnson August 2007 - July 2008
New York Life Investment Management January 2003 - July 2007
Skills
Marketing Strategy, Marketing Communications, Social Media, Product Marketing, Public Relations, Email Marketing, Integrated Marketing, Competitive Analysis, Market Research, Social Media Marketing, Cross-functional Team..., Account Management, Trade Shows, Internal Communications, Corporate Communications, Leadership, Product Management, Strategic Planning, Advertising, Press Releases, Product Development, Marketing Management, New Business Development, Marketing, Management, Content Development, Project Management, Product Launch, Go-to-market Strategy, Lead Generation, Proposal Writing, B2B Marketing, Messaging, Direct Marketing, Cloud Computing, Digital Marketing, B2B, CRM, Sales Process, Newsletters, Strategic Partnerships, Sales, Online Marketing, Strategy, Salesforce.com
Education
Bryant University 1998 — 2002
Bachelors of Science in Business Administration, Major: Marketing, Minor: Sociology
Alex Donnenfeld Alex Donnenfeld's New York Life Investment Management Experience January 2013 - March 2015
Job Senior Associate at NYL Investors, Private Capital Group
Industry Capital Markets
Experience
NYL Investors LLC March 2015 - Present
New York Life Investment Management January 2013 - March 2015
New York Life Investment Management July 2011 - December 2012
Oppenheimer & Co. July 2010 - August 2010
Societe Generale July 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Fixed Income, Private Placements, Microsoft Excel, PowerPoint, Bonds, Financial Modeling, Credit Analysis, Underwriting, Investments, Capital Markets, Asset Management, Portfolio Management, Corporate Finance, Business Development, Cold Calling
Education
American University - Kogod School of Business 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Clark University 2007 — 2008
Business Administration and Management, General
NYL Investors LLC March 2015 - Present
New York Life Investment Management January 2013 - March 2015
New York Life Investment Management July 2011 - December 2012
Oppenheimer & Co. July 2010 - August 2010
Societe Generale July 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Fixed Income, Private Placements, Microsoft Excel, PowerPoint, Bonds, Financial Modeling, Credit Analysis, Underwriting, Investments, Capital Markets, Asset Management, Portfolio Management, Corporate Finance, Business Development, Cold Calling
Education
American University - Kogod School of Business 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Clark University 2007 — 2008
Business Administration and Management, General
Scott Francolini Scott Francolini's New York Life Investment Management Experience April 2014 - Present
Job Head of Retirement Practice Group
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Investment Management April 2014 - Present
New York Life Investment Management August 2011 - April 2014
New York Life Investment Management December 2009 - September 2011
Fidelity Investments February 2008 - November 2009
Prudential Financial September 2001 - January 2008
CIGNA September 1999 - September 2001
Prudential Financial January 1997 - September 1999
CIGNA May 1994 - January 1997
Skills
Team Building, Project Management, Relationship Management, Retirement Planning, Practice Management, Strategic Thinking, Consultative Selling..., Coaching, Series 63, Series 7, Qualified Retirement..., Retirement Plan..., Financial Services
Education
University of Hartford 1999 — 2001
MBA, Management
Bryant University 1990 — 1994
BS, Finance
John Hancock Retirement Plan Services April 2015 - Present
New York Life Investment Management April 2014 - Present
New York Life Investment Management August 2011 - April 2014
New York Life Investment Management December 2009 - September 2011
Fidelity Investments February 2008 - November 2009
Prudential Financial September 2001 - January 2008
CIGNA September 1999 - September 2001
Prudential Financial January 1997 - September 1999
CIGNA May 1994 - January 1997
Skills
Team Building, Project Management, Relationship Management, Retirement Planning, Practice Management, Strategic Thinking, Consultative Selling..., Coaching, Series 63, Series 7, Qualified Retirement..., Retirement Plan..., Financial Services
Education
University of Hartford 1999 — 2001
MBA, Management
Bryant University 1990 — 1994
BS, Finance
Connie Rodriguez Connie Rodriguez's New York Life Investment Management Experience 1997 - 2004
Job Real Estate Broker
Industry Real Estate
Experience
Douglas Elliman Real Estate March 2010 - Present
New York Life Investment Management 1997 - 2004
Skills
Commercial Real Estate, Real Estate Transactions, Investments, Real Estate Economics, Real Estate, Listings, Referrals, Brokerage, Private Equity, Corporate Law, private placements, Asset-backed...
Education
Columbia University School of Law 1982 — 1985
Doctor of Law (JD)
Fordham University 1978 — 1982
B.A., English Literature
Douglas Elliman Real Estate March 2010 - Present
New York Life Investment Management 1997 - 2004
Skills
Commercial Real Estate, Real Estate Transactions, Investments, Real Estate Economics, Real Estate, Listings, Referrals, Brokerage, Private Equity, Corporate Law, private placements, Asset-backed...
Education
Columbia University School of Law 1982 — 1985
Doctor of Law (JD)
Fordham University 1978 — 1982
B.A., English Literature
Brian Bey Brian Bey's New York Life Investment Management Experience September 2000 - May 2003
Job Internal Sales Desk and Product Manager, Personal Retirement Savings at Security Benefit
Industry Financial Services
Experience
Security Benefit November 2010 - Present
AIG SunAmerica April 2008 - April 2009
BISYS Fund Services May 2006 - November 2007
BISYS Fund Services January 2004 - May 2006
New York Life Investment Management September 2000 - May 2003
Guardian Life Insurance December 1986 - August 2000
Skills
Mutual Funds
Education
Nassau Community College
Associates, Liberal Arts
Pace University
BBA Program, Finance
University of Arizona
BA Program, Theatre Arts
Security Benefit November 2010 - Present
AIG SunAmerica April 2008 - April 2009
BISYS Fund Services May 2006 - November 2007
BISYS Fund Services January 2004 - May 2006
New York Life Investment Management September 2000 - May 2003
Guardian Life Insurance December 1986 - August 2000
Skills
Mutual Funds
Education
Nassau Community College
Associates, Liberal Arts
Pace University
BBA Program, Finance
University of Arizona
BA Program, Theatre Arts
Tony Cervone Tony Cervone's New York Life Investment Management Experience January 1999 - May 2006
Job CT Sales Manager at Bearingstar Insurance
Industry Insurance
Experience
Bearingstar Insurance September 2014 - Present
Bearingstar Insurance September 2013 - September 2014
Bearingstar Insurance Agency August 2012 - August 2013
Liberty Mutual May 2006 - August 2012
New York Life Investment Management January 1999 - May 2006
Skills
Insurance, Life Insurance, Employee Benefits, Sales, Property & Casualty..., Mutual Funds, Customer Service, Investments, Commercial Insurance, Public Speaking, Public Relations, New Business Development, Small Business, Underwriting, Marketing, Networking, First Time Home Buyers, Voluntary Employee..., Marketing Strategy, Soccer, Employee Wellness, Home and Auto Insurance, Retention Strategies, Work Life Balance, Human Resource..., Sports Coaching, Affinity Marketing, Development Of Employees, Sales Presentations, Recruiting, Sales Management, Training, Lacrosse, Customer Value..., Cross-functional Team..., Employee Value..., Talent Acquisition
Education
Montclair State University 1995 — 1998
Business
Muhlenberg College 1993 — 1995
Bearingstar Insurance September 2014 - Present
Bearingstar Insurance September 2013 - September 2014
Bearingstar Insurance Agency August 2012 - August 2013
Liberty Mutual May 2006 - August 2012
New York Life Investment Management January 1999 - May 2006
Skills
Insurance, Life Insurance, Employee Benefits, Sales, Property & Casualty..., Mutual Funds, Customer Service, Investments, Commercial Insurance, Public Speaking, Public Relations, New Business Development, Small Business, Underwriting, Marketing, Networking, First Time Home Buyers, Voluntary Employee..., Marketing Strategy, Soccer, Employee Wellness, Home and Auto Insurance, Retention Strategies, Work Life Balance, Human Resource..., Sports Coaching, Affinity Marketing, Development Of Employees, Sales Presentations, Recruiting, Sales Management, Training, Lacrosse, Customer Value..., Cross-functional Team..., Employee Value..., Talent Acquisition
Education
Montclair State University 1995 — 1998
Business
Muhlenberg College 1993 — 1995
Wade Davis Wade Davis's New York Life Investment Management Experience May 2010 - Present
Job 2nd Vice President at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management May 2010 - Present
Lord, Abbett & Co. LLC May 2006 - May 2009
Prudential Financial July 1999 - May 2006
The Bank of New York November 1998 - July 1999
Prudential Financial October 1994 - November 1998
Prudential Financial March 1993 - October 1994
Education
Penn State University 1987 — 1991
BS, Economics
Monmouth University 1994 — 1998
MBA, Finance, General
State of New Jersey Div. of Fire Safety and Dept. of Health
Firefighter I, Emergency Medical Technician, HazMat Operations, Incident Management Level II
New York Life Investment Management May 2010 - Present
Lord, Abbett & Co. LLC May 2006 - May 2009
Prudential Financial July 1999 - May 2006
The Bank of New York November 1998 - July 1999
Prudential Financial October 1994 - November 1998
Prudential Financial March 1993 - October 1994
Education
Penn State University 1987 — 1991
BS, Economics
Monmouth University 1994 — 1998
MBA, Finance, General
State of New Jersey Div. of Fire Safety and Dept. of Health
Firefighter I, Emergency Medical Technician, HazMat Operations, Incident Management Level II
Steve MacKenzie Steve MacKenzie's New York Life Investment Management Experience July 2005 - December 2007
Job Senior Sales Executive at Trifacta
Industry Computer Software
Experience
Trifacta November 2014 - Present
Informatica January 2014 - November 2014
Informatica November 2009 - January 2014
Informatica February 2009 - November 2009
Brightcove January 2008 - December 2008
New York Life Investment Management July 2005 - December 2007
Skills
Salesforce.com, Process Improvement, Cloud Computing, Solution Selling, Customer Relations, Integration, SaaS, Account Management, PaaS, Enterprise Software, SFDC, Force.com, CRM, Sales, Business Development, Lead Generation, Sales Process, Customer Service, Strategic Partnerships
Education
Bryant University 2001 — 2005
Bachelor of Science, Marketing
Hanover High School
Trifacta November 2014 - Present
Informatica January 2014 - November 2014
Informatica November 2009 - January 2014
Informatica February 2009 - November 2009
Brightcove January 2008 - December 2008
New York Life Investment Management July 2005 - December 2007
Skills
Salesforce.com, Process Improvement, Cloud Computing, Solution Selling, Customer Relations, Integration, SaaS, Account Management, PaaS, Enterprise Software, SFDC, Force.com, CRM, Sales, Business Development, Lead Generation, Sales Process, Customer Service, Strategic Partnerships
Education
Bryant University 2001 — 2005
Bachelor of Science, Marketing
Hanover High School
Vineeth Krishnakumar Vineeth Krishnakumar's New York Life Investment Management Experience July 2012 - July 2014
Job Investment Management Associate at MacKay Shields LLC
Industry Investment Management
Experience
MacKay Shields LLC July 2014 - Present
New York Life Investment Management July 2012 - July 2014
Ernst & Young 2011 - 2011
Credit Suisse 2011 - 2011
New Jersey Tamil Youth Forum 2007 - 2011
Sairam Medical Trust 2000 - 2011
The Chugh Firm June 2008 - August 2008
JFK Health June 2006 - August 2007
Skills
Management, CRM, Due Diligence, Investment Banking, Research, Program Management
Education
New York University 2008 — 2012
B.A., Economics, Business Studies
King's College London, U. of London 2010 — 2010
Physics
University of London 2010 — 2010
Money & Banking, Literature, Design
John P. Stevens High School 2004 — 2008
High School
MacKay Shields LLC July 2014 - Present
New York Life Investment Management July 2012 - July 2014
Ernst & Young 2011 - 2011
Credit Suisse 2011 - 2011
New Jersey Tamil Youth Forum 2007 - 2011
Sairam Medical Trust 2000 - 2011
The Chugh Firm June 2008 - August 2008
JFK Health June 2006 - August 2007
Skills
Management, CRM, Due Diligence, Investment Banking, Research, Program Management
Education
New York University 2008 — 2012
B.A., Economics, Business Studies
King's College London, U. of London 2010 — 2010
Physics
University of London 2010 — 2010
Money & Banking, Literature, Design
John P. Stevens High School 2004 — 2008
High School
Rob Hauck Rob Hauck's New York Life Investment Management Experience 2005 - 2007
Job US Group Billing Manager
Industry Financial Services
Experience
Computershare February 2011 - Present
Computershare October 2007 - February 2011
Computershare March 2007 - October 2007
New York Life Investment Management 2005 - 2007
John Hancock Financial 1998 - 2003
Fidelity Investments 1996 - 1998
SCOR 1992 - 1996
Skills
Financial Reporting, Forecasting, General Ledger, Accounts Payable, Six Sigma, Business Process, Business Process..., Reconciliation, Accounts Receivable, Regulatory Reporting, Reinsurance, Process Mapping, Cost Reduction, Cost Savings, Revenue Forecasting, Budget Preparation, Budget Management, Billing Process, Billing Systems, Sales & Use Tax, Leadership Development, Cross-functional Team..., Finance System..., Project Finance
Education
Bentley University 1989 — 1991
B.S., Accounting
Clarkson University 1987 — 1991
Friends Academy
Computershare February 2011 - Present
Computershare October 2007 - February 2011
Computershare March 2007 - October 2007
New York Life Investment Management 2005 - 2007
John Hancock Financial 1998 - 2003
Fidelity Investments 1996 - 1998
SCOR 1992 - 1996
Skills
Financial Reporting, Forecasting, General Ledger, Accounts Payable, Six Sigma, Business Process, Business Process..., Reconciliation, Accounts Receivable, Regulatory Reporting, Reinsurance, Process Mapping, Cost Reduction, Cost Savings, Revenue Forecasting, Budget Preparation, Budget Management, Billing Process, Billing Systems, Sales & Use Tax, Leadership Development, Cross-functional Team..., Finance System..., Project Finance
Education
Bentley University 1989 — 1991
B.S., Accounting
Clarkson University 1987 — 1991
Friends Academy
Ritu (Verma) Anthony, PMP's New York Life Investment Management Experience 2007 - Present
Job
Industry Financial Services
Experience
New York Life Investment Management 2007 - Present
Clearway Technology Partners 2006 - 2007
Sonoco 2000 - 2005
CMC Ltd 1997 - 2000
none 1993 - 1997
Skills
Analysis, SQL, ASP.NET, Web Services, C#, Agile Methodologies, Microsoft SQL Server, SDLC, Data Warehousing, XML, SOA, Oracle, Software Development, Unix, SharePoint, Database Design, Enterprise Architecture, Databases, TFS, Business Analysis, BizTalk, WCF, Visual Studio, LINQ, PL/SQL, SSRS, Data Modeling, .NET, Requirements Analysis, Integration, JavaScript, Java, Software Project..., Project Management
Education
Boston University 2009 — 2014
MSCIS, Computer Information Systems (IT Project Management)
Institute of Management Technology, Ghaziabad
MCA, Computer Applications
New York Life Investment Management 2007 - Present
Clearway Technology Partners 2006 - 2007
Sonoco 2000 - 2005
CMC Ltd 1997 - 2000
none 1993 - 1997
Skills
Analysis, SQL, ASP.NET, Web Services, C#, Agile Methodologies, Microsoft SQL Server, SDLC, Data Warehousing, XML, SOA, Oracle, Software Development, Unix, SharePoint, Database Design, Enterprise Architecture, Databases, TFS, Business Analysis, BizTalk, WCF, Visual Studio, LINQ, PL/SQL, SSRS, Data Modeling, .NET, Requirements Analysis, Integration, JavaScript, Java, Software Project..., Project Management
Education
Boston University 2009 — 2014
MSCIS, Computer Information Systems (IT Project Management)
Institute of Management Technology, Ghaziabad
MCA, Computer Applications
Ninad Tambe's New York Life Investment Management Experience April 2003 - August 2011
Job Vice President, IT Head of Application Development
Industry Investment Management
Experience
VEREIT, Inc. 2011 - Present
New York Life Investment Management April 2003 - August 2011
Qwest January 1998 - December 2002
The A Consulting Team January 1998 - December 1998
Advanced Productions, Inc May 1997 - January 1998
Skills
Oracle, Java Enterprise Edition, JavaScript, AJAX, Ruby on Rails, Ext JS, DTD, XSL, Business Analysis, SDLC, Agile Methodologies, Data Warehousing, Salesforce.com, Project Management, IT Management, Offshoring, Cloud Computing, Software Development, Disaster Recovery, Enterprise Software, CRM, SharePoint, Business Intelligence, Mobile Devices, Enterprise Architecture, Management, Software Project..., IT Strategy, Leadership, Project Portfolio..., Integration, SOA, Business Process..., Business Process, Vendor Management, Requirements Gathering, Requirements Analysis, SaaS, PMP, Financial Services
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
MBA, Marketing, Finance, Strategy
Wichita State University 1996 — 1997
MS, Electrical Engineering
Jawaharlal Nehru Technological University 1991 — 1995
B.Tech, ECE
NVS High School 1980 — 1989
VEREIT, Inc. 2011 - Present
New York Life Investment Management April 2003 - August 2011
Qwest January 1998 - December 2002
The A Consulting Team January 1998 - December 1998
Advanced Productions, Inc May 1997 - January 1998
Skills
Oracle, Java Enterprise Edition, JavaScript, AJAX, Ruby on Rails, Ext JS, DTD, XSL, Business Analysis, SDLC, Agile Methodologies, Data Warehousing, Salesforce.com, Project Management, IT Management, Offshoring, Cloud Computing, Software Development, Disaster Recovery, Enterprise Software, CRM, SharePoint, Business Intelligence, Mobile Devices, Enterprise Architecture, Management, Software Project..., IT Strategy, Leadership, Project Portfolio..., Integration, SOA, Business Process..., Business Process, Vendor Management, Requirements Gathering, Requirements Analysis, SaaS, PMP, Financial Services
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
MBA, Marketing, Finance, Strategy
Wichita State University 1996 — 1997
MS, Electrical Engineering
Jawaharlal Nehru Technological University 1991 — 1995
B.Tech, ECE
NVS High School 1980 — 1989
Daniel Glickman's New York Life Investment Management Experience August 2006 - September 2008
Job
Industry Investment Management
Experience
Private Family Office October 2011 - Present
Film Intelligence, LLC October 2008 - Present
New York Life Investment Management August 2006 - September 2008
TIAA-CREF October 2001 - July 2006
State Street Global Advisors October 1999 - October 2001
Integrity Capital Management July 1998 - January 1999
Weiss, Peck & Greer May 1997 - July 1998
AT&T Corporate Headquarters April 1992 - September 1993
William M. Mercer, Inc October 1989 - September 1990
Institute for Defense Analyses: Center for Communications Research December 1988 - September 1989
Skills
Equities, Portfolio Management, Asset Managment, Asset Allocation, Valuation, Investments, Mutual Funds, Risk Management, Emerging Markets, Proprietary Trading, Economics, Portfolio Optimization, Hedge Funds, Investment Strategies, Alternative Investments, Strategy, Fixed Income, Finance, Bloomberg, Quantitative Finance
Education
The University of Chicago Booth School of Business 1993 — 1997
MBA
Columbia Engineering 1990 — 1992
MS
Massachusetts Institute of Technology 1985 — 1989
SB
Frank G. Lindsey
Private Family Office October 2011 - Present
Film Intelligence, LLC October 2008 - Present
New York Life Investment Management August 2006 - September 2008
TIAA-CREF October 2001 - July 2006
State Street Global Advisors October 1999 - October 2001
Integrity Capital Management July 1998 - January 1999
Weiss, Peck & Greer May 1997 - July 1998
AT&T Corporate Headquarters April 1992 - September 1993
William M. Mercer, Inc October 1989 - September 1990
Institute for Defense Analyses: Center for Communications Research December 1988 - September 1989
Skills
Equities, Portfolio Management, Asset Managment, Asset Allocation, Valuation, Investments, Mutual Funds, Risk Management, Emerging Markets, Proprietary Trading, Economics, Portfolio Optimization, Hedge Funds, Investment Strategies, Alternative Investments, Strategy, Fixed Income, Finance, Bloomberg, Quantitative Finance
Education
The University of Chicago Booth School of Business 1993 — 1997
MBA
Columbia Engineering 1990 — 1992
MS
Massachusetts Institute of Technology 1985 — 1989
SB
Frank G. Lindsey
Doug Amacher's New York Life Investment Management Experience 2002 - 2007
Job Managing Director Global Marketing Head
Industry Investment Management
Experience
MSD Partners, L.P. July 2013 - Present
Balyasny Asset Management November 2007 - 2013
New York Life Investment Management 2002 - 2007
United Asset Management 1998 - 2002
Skills
Hedge Fund Management, Marketing Strategy, New Program Development, Investment Management, Alternative Investment..., Capital Raising, Investor Relations, Client Service, Asset Management...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MBA
University of Virginia
BA
MSD Partners, L.P. July 2013 - Present
Balyasny Asset Management November 2007 - 2013
New York Life Investment Management 2002 - 2007
United Asset Management 1998 - 2002
Skills
Hedge Fund Management, Marketing Strategy, New Program Development, Investment Management, Alternative Investment..., Capital Raising, Investor Relations, Client Service, Asset Management...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MBA
University of Virginia
BA
Alicia (Fasi) Priselac (apriselac@sapient.com)'s New York Life Investment Management Experience October 2001 - December 2003
Job AdAge named SapientNitro to their Best Places to Work 2014 list!
Industry Marketing and Advertising
Experience
SapientNitro August 2012 - Present
TJX July 2011 - August 2012
Korn/Ferry International October 2009 - July 2011
Pioneer Investments July 2006 - September 2009
Team Eye & Ear- Massachusetts Eye & Ear Infirmary's Boston Marathon Team January 2008 - May 2009
Fidelity Investments August 2004 - April 2006
Simmons College December 2003 - July 2004
New York Life Investment Management October 2001 - December 2003
Skills
Social Media, Qualitative Research, Vendor Management, Internet Research, Sourcing, Customer Service, Knowledge Management, Industry Research, Executive Search, Database Management, Talent Acquisition, Talent Mapping, Taxonomy Development, Cataloging, Online Research, Search Strategy, Taxonomy, Football, Talent Management, Training, Strategy, Outsourcing, Management, Leadership, Library, Library 2.0, Market Research, Interviews, Internet Recruiting, Research
Education
Simmons College 2003 — 2005
MS, Library and Information Science
Boston College 1997 — 2001
BA, Spanish
Glastonbury High School 1993 — 1997
Spanish, Russian, Latin
SapientNitro August 2012 - Present
TJX July 2011 - August 2012
Korn/Ferry International October 2009 - July 2011
Pioneer Investments July 2006 - September 2009
Team Eye & Ear- Massachusetts Eye & Ear Infirmary's Boston Marathon Team January 2008 - May 2009
Fidelity Investments August 2004 - April 2006
Simmons College December 2003 - July 2004
New York Life Investment Management October 2001 - December 2003
Skills
Social Media, Qualitative Research, Vendor Management, Internet Research, Sourcing, Customer Service, Knowledge Management, Industry Research, Executive Search, Database Management, Talent Acquisition, Talent Mapping, Taxonomy Development, Cataloging, Online Research, Search Strategy, Taxonomy, Football, Talent Management, Training, Strategy, Outsourcing, Management, Leadership, Library, Library 2.0, Market Research, Interviews, Internet Recruiting, Research
Education
Simmons College 2003 — 2005
MS, Library and Information Science
Boston College 1997 — 2001
BA, Spanish
Glastonbury High School 1993 — 1997
Spanish, Russian, Latin
Rene Mwazaka's New York Life Investment Management Experience June 2000 - August 2005
Job Assistant Vice President, Securities Processing Manager at Citi
Industry Financial Services
Experience
Citi July 2012 - Present
HSBC Securities September 2005 - July 2012
New York Life Investment Management June 2000 - August 2005
Skills
Fund Accounting, Accounting, Financial Reporting, Valuation, Securities, Mutual Funds, Investments, Hedge Funds, Fund Administration, Fund Of Funds, Fixed Income, Financial Services, Financial Analysis, Finance, Equities, Bloomberg, Alternative Investments, Account Reconciliation, Banking, Auditing, Cash Management
Education
Caldwell University 2004 — 2008
MBA
Citi July 2012 - Present
HSBC Securities September 2005 - July 2012
New York Life Investment Management June 2000 - August 2005
Skills
Fund Accounting, Accounting, Financial Reporting, Valuation, Securities, Mutual Funds, Investments, Hedge Funds, Fund Administration, Fund Of Funds, Fixed Income, Financial Services, Financial Analysis, Finance, Equities, Bloomberg, Alternative Investments, Account Reconciliation, Banking, Auditing, Cash Management
Education
Caldwell University 2004 — 2008
MBA
Adam Baird's New York Life Investment Management Experience September 2007 - Present
Job Senior Associate at New York Life Investments Real Estate Group
Industry Real Estate
Experience
New York Life Investment Management September 2007 - Present
Skills
Asset Managment, Investments, Commercial Real Estate..., Asset Management, Commercial Mortgages
Education
University of Southern California 2005 — 2007
mba, real estate finance
University of Southern California - Marshall School of Business 2005 — 2007
Brigham Young University 1996 — 2002
BA, Economics
idaho falls high school 1993 — 1996
New York Life Investment Management September 2007 - Present
Skills
Asset Managment, Investments, Commercial Real Estate..., Asset Management, Commercial Mortgages
Education
University of Southern California 2005 — 2007
mba, real estate finance
University of Southern California - Marshall School of Business 2005 — 2007
Brigham Young University 1996 — 2002
BA, Economics
idaho falls high school 1993 — 1996
Amanda Ottaway's New York Life Investment Management Experience May 2004 - April 2007
Job Technology Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments April 2007 - November 2012
New York Life Investment Management May 2004 - April 2007
Education
Miami University 1996 — 1998
BS, Physical & Health Education
Miami University 1991 — 1995
BS, Health Appraisal & Enhancement
Fidelity Investments November 2012 - Present
Fidelity Investments April 2007 - November 2012
New York Life Investment Management May 2004 - April 2007
Education
Miami University 1996 — 1998
BS, Physical & Health Education
Miami University 1991 — 1995
BS, Health Appraisal & Enhancement
Christopher Andersen, CFA's New York Life Investment Management Experience April 1997 - March 2012
Job Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2012 - Present
New York Life Investment Management April 1997 - March 2012
Skills
Investments, Mutual Funds, Asset Management, Series 7, Retirement Planning, Series 63, Equities, Wealth Management, Portfolio Management, Asset Allocation, Retirement, Fixed Income, Fixed Annuities, Securities, Alternative Investments, Hedge Funds, Insurance, Strategic Financial..., Financial Services, Investment Strategies
Education
Binghamton University 1987 — 1991
BA, Economics / German
UBS Wealth Management June 2012 - Present
New York Life Investment Management April 1997 - March 2012
Skills
Investments, Mutual Funds, Asset Management, Series 7, Retirement Planning, Series 63, Equities, Wealth Management, Portfolio Management, Asset Allocation, Retirement, Fixed Income, Fixed Annuities, Securities, Alternative Investments, Hedge Funds, Insurance, Strategic Financial..., Financial Services, Investment Strategies
Education
Binghamton University 1987 — 1991
BA, Economics / German
Will Bashan's New York Life Investment Management Experience 1989 - 1995
Job Investment Professional
Industry Investment Management
Experience
Deer Park Road Corporation 2009 - Present
WB Real Estate, LLC 2003 - 2009
Delaware Investments, a member of the Macquarie Group 2003 - 2003
CIGNA 2001 - 2003
CIGNA 1999 - 2001
CIGNA 1995 - 1999
New York Life Investment Management 1989 - 1995
IBM Corp. 1981 - 1989
Skills
Investments, Portfolio Management, Financial Services, Alternative Investments
Education
Binghamton University 1980 — 1981
MBA
State University of New York College at Oneonta 1976 — 1980
BS, Business/Economics
Deer Park Road Corporation 2009 - Present
WB Real Estate, LLC 2003 - 2009
Delaware Investments, a member of the Macquarie Group 2003 - 2003
CIGNA 2001 - 2003
CIGNA 1999 - 2001
CIGNA 1995 - 1999
New York Life Investment Management 1989 - 1995
IBM Corp. 1981 - 1989
Skills
Investments, Portfolio Management, Financial Services, Alternative Investments
Education
Binghamton University 1980 — 1981
MBA
State University of New York College at Oneonta 1976 — 1980
BS, Business/Economics
Lee Gullens's New York Life Investment Management Experience January 2012 - August 2013
Job Sr. CRM Specialist John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services September 2013 - April 2015
New York Life Investment Management January 2012 - August 2013
New York Life Investment Management October 2011 - January 2012
New York Life Investment Management May 2011 - October 2011
New York Life Investment Management May 2010 - May 2011
Lee M. Gullens Fine Art & Murals January 2001 - May 2010
Reebok, Int'l September 1993 - February 2001
Skills
Business Analysis, Microsoft Excel, Software Documentation, Lotus Notes, Customer Service, CRM Administration, SatuitCRM, Excel, Access Database, Documentation, Customer Relations, Data Analysis, Data Mining, Business Process..., Lotus Notes Development, Access, CRM, SQL, Analysis, Microsoft Office, Project Management, Business Process
Education
Bridgewater State College 1988 — 1992
BS, Psychology
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services September 2013 - April 2015
New York Life Investment Management January 2012 - August 2013
New York Life Investment Management October 2011 - January 2012
New York Life Investment Management May 2011 - October 2011
New York Life Investment Management May 2010 - May 2011
Lee M. Gullens Fine Art & Murals January 2001 - May 2010
Reebok, Int'l September 1993 - February 2001
Skills
Business Analysis, Microsoft Excel, Software Documentation, Lotus Notes, Customer Service, CRM Administration, SatuitCRM, Excel, Access Database, Documentation, Customer Relations, Data Analysis, Data Mining, Business Process..., Lotus Notes Development, Access, CRM, SQL, Analysis, Microsoft Office, Project Management, Business Process
Education
Bridgewater State College 1988 — 1992
BS, Psychology
Kenneth Boertzel's New York Life Investment Management Experience March 1993 - Present
Job Director/Portfolio Manager at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management March 1993 - Present
The New York Life Insurance Company 1993 - Present
Education
Cornell University 1969 — 1973
New York Life Investment Management March 1993 - Present
The New York Life Insurance Company 1993 - Present
Education
Cornell University 1969 — 1973
Benjamin Huan's New York Life Investment Management Experience 2004 - 2004
Job Trading Team Lead at KCG Holdings
Industry Financial Services
Experience
KCG Holdings June 2014 - Present
Getco LLC May 2011 - May 2014
DRW Trading Group June 2010 - August 2010
JPMorgan Chase June 2009 - August 2009
Oppenheimer Capital 2007 - 2007
New York Life Investment Management 2004 - 2004
Education
Massachusetts Institute of Technology 2007 — 2011
Bachelors, Electrical Engineering / Computer Science, Management
KCG Holdings June 2014 - Present
Getco LLC May 2011 - May 2014
DRW Trading Group June 2010 - August 2010
JPMorgan Chase June 2009 - August 2009
Oppenheimer Capital 2007 - 2007
New York Life Investment Management 2004 - 2004
Education
Massachusetts Institute of Technology 2007 — 2011
Bachelors, Electrical Engineering / Computer Science, Management
Karen DiStasio's New York Life Investment Management Experience Head of Key Accounts - Retirement Plan ServicesNew York Life Investment Mgt.2003 - Present
Job VP, Marketing Channel Management at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management Head of Key Accounts - Retirement Plan ServicesNew York Life Investment Mgt.2003 - Present
Education
Isenberg School of Management, UMass Amherst 1983 — 1986
New York Life Investment Management Head of Key Accounts - Retirement Plan ServicesNew York Life Investment Mgt.2003 - Present
Education
Isenberg School of Management, UMass Amherst 1983 — 1986
Tanmoy Brahma's New York Life Investment Management Experience July 2000 - Present
Job Director at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management July 2000 - Present
UBS Global Asset Management 1996 - 2000
Data Exchange May 1987 - March 1996
Skills
Equities, Portfolio Management, Asset Managment, Investment Banking, Fixed Income, Trading Systems, Investments, Wealth Management, Financial Services, Hedge Funds, Derivatives, Mutual Funds, Asset Management, Capital Markets, Business Analysis, Securities, Project Management, Data Warehousing, SDLC, Eagle PACE, Trading, Finance, Bloomberg, Risk Management, Investment Management, Alternative Investments, FX Options, Middle Office, Valuation, Financial Markets, Portfolio Performance..., Asset Allocation, Data Management, Options, Electronic Trading, Equity Trading, Bonds, Structured Products, Swaps, Market Data, Back Office, Financial Risk, Investment Strategies, Equity Derivatives, Equity Research, Vendor Management, Management, Program Management
Education
Drexel University 1985 — 1987
MS Computer Science
Temple University - Fox School of Business and Management 1983 — 1985
MBA Finance
Indian Institute of Technology (Banaras Hindu University), Varanasi 1977 — 1982
B Tech, Electrical engineering
St. Xavier School - Delhi 1966 — 1977
HIgher Secondary, Science
New York Life Investment Management July 2000 - Present
UBS Global Asset Management 1996 - 2000
Data Exchange May 1987 - March 1996
Skills
Equities, Portfolio Management, Asset Managment, Investment Banking, Fixed Income, Trading Systems, Investments, Wealth Management, Financial Services, Hedge Funds, Derivatives, Mutual Funds, Asset Management, Capital Markets, Business Analysis, Securities, Project Management, Data Warehousing, SDLC, Eagle PACE, Trading, Finance, Bloomberg, Risk Management, Investment Management, Alternative Investments, FX Options, Middle Office, Valuation, Financial Markets, Portfolio Performance..., Asset Allocation, Data Management, Options, Electronic Trading, Equity Trading, Bonds, Structured Products, Swaps, Market Data, Back Office, Financial Risk, Investment Strategies, Equity Derivatives, Equity Research, Vendor Management, Management, Program Management
Education
Drexel University 1985 — 1987
MS Computer Science
Temple University - Fox School of Business and Management 1983 — 1985
MBA Finance
Indian Institute of Technology (Banaras Hindu University), Varanasi 1977 — 1982
B Tech, Electrical engineering
St. Xavier School - Delhi 1966 — 1977
HIgher Secondary, Science
Lauren Formento's New York Life Investment Management Experience 2006 - 2009
Job Marketing Professional
Industry Financial Services
Experience
Cornerstone Capital Management August 2006 - April 2015
New York Life Investment Management 2006 - 2009
PlusFunds Group, Inc. 2003 - 2006
Mark Ross & Co. October 2001 - December 2003
Skills
Alternative Investments, Investments, Marketing, Asset Management, Equities, Hedge Funds, Financial Services, Microsoft Office, Portfolio Management, Microsoft Excel
Education
Lafayette College 1997 — 2001
Cornerstone Capital Management August 2006 - April 2015
New York Life Investment Management 2006 - 2009
PlusFunds Group, Inc. 2003 - 2006
Mark Ross & Co. October 2001 - December 2003
Skills
Alternative Investments, Investments, Marketing, Asset Management, Equities, Hedge Funds, Financial Services, Microsoft Office, Portfolio Management, Microsoft Excel
Education
Lafayette College 1997 — 2001
Keith Purcell's New York Life Investment Management Experience January 1999 - September 2001
Job Investor at Providence Technology Solutions
Industry Hospitality
Experience
Providence Technology Solutions November 2014 - Present
AT&T Executive Education and Conference Center March 2009 - Present
Purcell Consulting Group January 2006 - Present
LaCorsha Hospitality Group LLC November 2006 - January 2009
iBAHN July 2004 - December 2005
Austin Convention & Visitors Bureau March 2002 - September 2005
New York Life Investment Management January 1999 - September 2001
Marriott International 1996 - 1999
Marriott International May 1984 - December 1998
Skills
Strategic Sales/Large..., Social Media Marketing, Financial Modeling, Account Management, Contract Negotiation, Strategy, Budgets, Hotels, Management, Marketing, Leadership, Hospitality, Sales Management, Start-ups, Marketing Strategy, Hospitality Industry, CRM, Resorts, Customer Satisfaction, Forecasting, Team Leadership, Advertising, Sales Operations
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2013
Texas Executive Education, Entrepreneurial Marketing
University of Virginia Darden School of Business 1996 — 1996
Partnership and Alliance Development
University of Massachusetts, Amherst 1981 — 1984
BS, Hotel Management and Finance
Ithaca College 1980 — 1981
Accounting and Finance
Burlington High School
Providence Technology Solutions November 2014 - Present
AT&T Executive Education and Conference Center March 2009 - Present
Purcell Consulting Group January 2006 - Present
LaCorsha Hospitality Group LLC November 2006 - January 2009
iBAHN July 2004 - December 2005
Austin Convention & Visitors Bureau March 2002 - September 2005
New York Life Investment Management January 1999 - September 2001
Marriott International 1996 - 1999
Marriott International May 1984 - December 1998
Skills
Strategic Sales/Large..., Social Media Marketing, Financial Modeling, Account Management, Contract Negotiation, Strategy, Budgets, Hotels, Management, Marketing, Leadership, Hospitality, Sales Management, Start-ups, Marketing Strategy, Hospitality Industry, CRM, Resorts, Customer Satisfaction, Forecasting, Team Leadership, Advertising, Sales Operations
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2013
Texas Executive Education, Entrepreneurial Marketing
University of Virginia Darden School of Business 1996 — 1996
Partnership and Alliance Development
University of Massachusetts, Amherst 1981 — 1984
BS, Hotel Management and Finance
Ithaca College 1980 — 1981
Accounting and Finance
Burlington High School
John Orosz's New York Life Investment Management Experience 1995 - 2001
Job Sales Consultant at Linedata Services
Industry Computer Software
Experience
Linedata Services April 2009 - Present
Linedata Services February 2001 - April 2009
New York Life Investment Management 1995 - 2001
Merrill Lynch Asset Management 1992 - 1995
Education
Montclair State University 1985 — 1990
Linedata Services April 2009 - Present
Linedata Services February 2001 - April 2009
New York Life Investment Management 1995 - 2001
Merrill Lynch Asset Management 1992 - 1995
Education
Montclair State University 1985 — 1990
Sara Badler's New York Life Investment Management Experience 2009 - Present
Job Senior Managing Director Head of Legal and Compliance New York Life Investments
Industry Legal Services
Experience
New York Life 2009 - Present
New York Life Investment Management 2009 - Present
New York Life Insurance Company 2004 - 2009
Morgan Stanley Investment Management June 2002 - July 2002
Van Kampen Investments September 1999 - May 2002
OppenheimerFunds December 1987 - July 1992
Damson Oil Corporation September 1984 - November 1987
Education
Bank Street College of Education 1992 — 1994
M.A., Early Childhood Education
Fordham University School of Law 1981 — 1984
J.D., Law
Cornell University 1977 — 1981
New York Life 2009 - Present
New York Life Investment Management 2009 - Present
New York Life Insurance Company 2004 - 2009
Morgan Stanley Investment Management June 2002 - July 2002
Van Kampen Investments September 1999 - May 2002
OppenheimerFunds December 1987 - July 1992
Damson Oil Corporation September 1984 - November 1987
Education
Bank Street College of Education 1992 — 1994
M.A., Early Childhood Education
Fordham University School of Law 1981 — 1984
J.D., Law
Cornell University 1977 — 1981
Ken Verzella's New York Life Investment Management Experience June 1999 - April 2006
Job Vice President, Innovation & Investment Solutions at MassMutual Retirement Services
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
Prudential Retirement April 2006 - May 2015
New York Life Investment Management June 1999 - April 2006
Skills
401k, Pensions, Investments, Retirement, Asset Allocation, Stable Value, Investment Strategies, Economics, Strategic Consulting, Retirement Planning, Investment Management, Fixed Annuities, Insurance, Securities, Finance, Mutual Funds
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA, Finance, International Management
Bryant University 1995 — 1999
B.S. in Business Administration, Finance
MassMutual Financial Group May 2015 - Present
Prudential Retirement April 2006 - May 2015
New York Life Investment Management June 1999 - April 2006
Skills
401k, Pensions, Investments, Retirement, Asset Allocation, Stable Value, Investment Strategies, Economics, Strategic Consulting, Retirement Planning, Investment Management, Fixed Annuities, Insurance, Securities, Finance, Mutual Funds
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA, Finance, International Management
Bryant University 1995 — 1999
B.S. in Business Administration, Finance
Greg Genovese's New York Life Investment Management Experience May 2000 - March 2004
Job Sales Manager at Blaze Emergency Equipment
Industry Financial Services
Experience
Blaze Emergency Equipment May 2011 - Present
State Street July 2007 - July 2011
State Street May 2005 - July 2007
State Street March 2004 - May 2005
New York LIfe Investment Management May 2000 - March 2004
Education
University of Phoenix 2004 — 2006
MBA
High Point University 1995 — 1999
BS, Accounting and Finance
Christian Brothers Academy 1992 — 1995
Blaze Emergency Equipment May 2011 - Present
State Street July 2007 - July 2011
State Street May 2005 - July 2007
State Street March 2004 - May 2005
New York LIfe Investment Management May 2000 - March 2004
Education
University of Phoenix 2004 — 2006
MBA
High Point University 1995 — 1999
BS, Accounting and Finance
Christian Brothers Academy 1992 — 1995
Diana Marshall's New York Life Investment Management Experience September 2012 - April 2013
Job Traffic/Project Manager at MercedesBenz USA
Industry Marketing and Advertising
Experience
Torque Creative at Mercedes-Benz USA August 2014 - Present
New York Life Investment Management September 2012 - April 2013
Preferred Display Inc May 2012 - September 2012
Pinnacle Foods Corporation January 2012 - May 2012
Toys R Us June 2011 - January 2012
Toys R Us April 2011 - June 2011
Toys R Us August 2010 - January 2011
Merck (legacy Schering-Plough) January 2009 - August 2010
Fortunoff September 2007 - January 2008
Crate & Barrel November 2006 - December 2006
Skills
Sales, Marketing Communications, Marketing Strategy, Advertising, Project Management, Photoshop, Creative Direction, Time Management, Leadership, Customer Service, CRM, Account Management, Direct Mail, Marketing, Budgets, Product Development
Education
Berkeley College 2006 — 2008
Associates, Fashion Marketing and Management
Rutgers, The State University of New Jersey-Newark 1985 — 1990
Bachelor of Science, Business Management
Torque Creative at Mercedes-Benz USA August 2014 - Present
New York Life Investment Management September 2012 - April 2013
Preferred Display Inc May 2012 - September 2012
Pinnacle Foods Corporation January 2012 - May 2012
Toys R Us June 2011 - January 2012
Toys R Us April 2011 - June 2011
Toys R Us August 2010 - January 2011
Merck (legacy Schering-Plough) January 2009 - August 2010
Fortunoff September 2007 - January 2008
Crate & Barrel November 2006 - December 2006
Skills
Sales, Marketing Communications, Marketing Strategy, Advertising, Project Management, Photoshop, Creative Direction, Time Management, Leadership, Customer Service, CRM, Account Management, Direct Mail, Marketing, Budgets, Product Development
Education
Berkeley College 2006 — 2008
Associates, Fashion Marketing and Management
Rutgers, The State University of New Jersey-Newark 1985 — 1990
Bachelor of Science, Business Management
Deborah Killion's New York Life Investment Management Experience 1999 - Present
Job Research Coordinator at New York Life Investment Services
Industry Financial Services
Experience
New York Life Investment Services Research CoordinatorNew York Life Insurance Company2000 - Present
New York Life Retirement Plan Services 1999 - Present
New York Life Investment Management 1999 - Present
New York Life 1999 - 2009
Education
Boston College 1971 — 1975
New York Life Investment Services Research CoordinatorNew York Life Insurance Company2000 - Present
New York Life Retirement Plan Services 1999 - Present
New York Life Investment Management 1999 - Present
New York Life 1999 - 2009
Education
Boston College 1971 — 1975
Robbin Saunders's New York Life Investment Management Experience March 2011 - Present
Job Vice President, Executive Relationship Manager at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management March 2011 - Present
Mercer January 2005 - August 2010
Putnam Investments 1993 - 2004
Skills
Mutual Funds, ERISA, Defined Benefit, Series 7, 401k, Series 63, Retirement, Employee Benefits, Relationship Management, Retirement Benefits, Public Speaking
Education
Mount Holyoke College 1977 — 1981
Milton Academy
Milton Academy
New York Life Investment Management March 2011 - Present
Mercer January 2005 - August 2010
Putnam Investments 1993 - 2004
Skills
Mutual Funds, ERISA, Defined Benefit, Series 7, 401k, Series 63, Retirement, Employee Benefits, Relationship Management, Retirement Benefits, Public Speaking
Education
Mount Holyoke College 1977 — 1981
Milton Academy
Milton Academy
Stephen Warren's New York Life Investment Management Experience December 2006 - January 2008
Job Executive Recruiter at Parker & Lynch
Industry Staffing and Recruiting
Experience
Parker & Lynch June 2013 - Present
Atlanta Consulting Group February 2010 - September 2012
Edge Capital Partners January 2008 - February 2010
NEW YORK LIFE INVESTMENT MANAGEMENT December 2006 - January 2008
AMARANTH LLC June 2006 - November 2006
Deutsche Bank September 2002 - May 2006
Pharos Capital Group October 2000 - May 2001
Skills
Accounting, Recruiting, Training, Microsoft Excel, Interviews, Internet Recruiting, Talent Acquisition, Accounts Receivable, Account Management, Contract Recruitment, Recruitments, Permanent Staffing, Direct-hire, Interview Preparation, Resume Writing
Education
Fisk University 1997 — 2002
Bachelor of Science Degree, Accounting
University of Ghana 2000 — 2000
Princeton High School 1993 — 1997
Parker & Lynch June 2013 - Present
Atlanta Consulting Group February 2010 - September 2012
Edge Capital Partners January 2008 - February 2010
NEW YORK LIFE INVESTMENT MANAGEMENT December 2006 - January 2008
AMARANTH LLC June 2006 - November 2006
Deutsche Bank September 2002 - May 2006
Pharos Capital Group October 2000 - May 2001
Skills
Accounting, Recruiting, Training, Microsoft Excel, Interviews, Internet Recruiting, Talent Acquisition, Accounts Receivable, Account Management, Contract Recruitment, Recruitments, Permanent Staffing, Direct-hire, Interview Preparation, Resume Writing
Education
Fisk University 1997 — 2002
Bachelor of Science Degree, Accounting
University of Ghana 2000 — 2000
Princeton High School 1993 — 1997
Matthew Leung's New York Life Investment Management Experience January 2006 - March 2011
Job Managing Director of Channel Marketing Strategies at New York Life & MainStay Investments
Industry Financial Services
Experience
new york life investments March 2011 - Present
New York Life Investment Management January 2006 - March 2011
Prudential Investments June 2000 - January 2006
Prudential Financial May 1998 - June 1999
Skills
Marketing Program Design, Market Research Programs, Cross-Functional Team..., Media Relations &..., Digital Strategy..., High Profile Event..., Product Adoption &..., Business Development &..., Financial Services, Cross-functional Team..., Investments, Management, Market Research, Marketing, Marketing Strategy, Mutual Funds, Program Management, Analysis, Retirement
Education
Rider University 2003 — 2005
Master of Business Administration (MBA)
Drexel University 1987 — 1992
BS, Finance, Marketing
new york life investments March 2011 - Present
New York Life Investment Management January 2006 - March 2011
Prudential Investments June 2000 - January 2006
Prudential Financial May 1998 - June 1999
Skills
Marketing Program Design, Market Research Programs, Cross-Functional Team..., Media Relations &..., Digital Strategy..., High Profile Event..., Product Adoption &..., Business Development &..., Financial Services, Cross-functional Team..., Investments, Management, Market Research, Marketing, Marketing Strategy, Mutual Funds, Program Management, Analysis, Retirement
Education
Rider University 2003 — 2005
Master of Business Administration (MBA)
Drexel University 1987 — 1992
BS, Finance, Marketing
Todd M. Minichino's New York Life Investment Management Experience September 2002 - September 2013
Job Head of Client Reporting and Performance at NYL Investors, LLC
Industry Investment Management
Experience
NYL Investors, LLC September 2013 - Present
NYL Investors 2013 - June 2014
New York Life Investment Management September 2002 - September 2013
Deutsche Asset Management August 2000 - September 2002
Deutsche Bank July 1998 - July 2000
Bankers Trust Company June 1994 - June 1998
Bankers Trust Company January 1990 - June 1994
Bankers Trust Company October 1988 - January 1990
Skills
Fixed Income, Derivatives, Performance Measurement..., Administration, Mutual Funds, GIPS Oversight, Financial Modeling, Capital Markets, Performance Measurement, Hedge Funds, Investments, Trading, Accounting, Asset Allocation, Securities, System Administration, Middle Office, Investment Strategies, Bonds, Financial Reporting, Investment Advisory, Financial Markets, Equities, Risk Management, Financial Analysis, Asset Management, Financial Risk, Settlement, Alternative Investments, Financial Services, Valuation, Investment Management, Series 7, Portfolio Management, Banking, Bloomberg, Wealth Management, Fund Accounting, FX Options, Series 63, Options, Business Analysis, Private Equity, Investment Banking, FINRA, ETFs, Equity Research, Fund Of Funds, Corporate Actions, Institutional...
Education
Mount Saint Mary's College 1984 — 1988
B.S., Business and Finance
NYL Investors, LLC September 2013 - Present
NYL Investors 2013 - June 2014
New York Life Investment Management September 2002 - September 2013
Deutsche Asset Management August 2000 - September 2002
Deutsche Bank July 1998 - July 2000
Bankers Trust Company June 1994 - June 1998
Bankers Trust Company January 1990 - June 1994
Bankers Trust Company October 1988 - January 1990
Skills
Fixed Income, Derivatives, Performance Measurement..., Administration, Mutual Funds, GIPS Oversight, Financial Modeling, Capital Markets, Performance Measurement, Hedge Funds, Investments, Trading, Accounting, Asset Allocation, Securities, System Administration, Middle Office, Investment Strategies, Bonds, Financial Reporting, Investment Advisory, Financial Markets, Equities, Risk Management, Financial Analysis, Asset Management, Financial Risk, Settlement, Alternative Investments, Financial Services, Valuation, Investment Management, Series 7, Portfolio Management, Banking, Bloomberg, Wealth Management, Fund Accounting, FX Options, Series 63, Options, Business Analysis, Private Equity, Investment Banking, FINRA, ETFs, Equity Research, Fund Of Funds, Corporate Actions, Institutional...
Education
Mount Saint Mary's College 1984 — 1988
B.S., Business and Finance
Marlene (Brodie) King's New York Life Investment Management Experience September 2009 - May 2010
Job Physics Teacher
Industry Higher Education
Experience
High School Physics Teacher September 2011 - Present
New York Life Investment Management September 2009 - May 2010
Aspect Software December 1994 - July 2009
Aspect Software December 1994 - July 2009
Voicetek December 1994 - May 1996
Microwave Medical February 1993 - December 1994
New England Medical Center Medical Physics Division May 1989 - February 1993
Education
University of Massachusetts Lowell 2010 — 2011
Masters in Education, Education
Boston University 1987 — 1991
BE, Biomedical Engineering
Simmons College 1987 — 1991
BS, Physics
High School Physics Teacher September 2011 - Present
New York Life Investment Management September 2009 - May 2010
Aspect Software December 1994 - July 2009
Aspect Software December 1994 - July 2009
Voicetek December 1994 - May 1996
Microwave Medical February 1993 - December 1994
New England Medical Center Medical Physics Division May 1989 - February 1993
Education
University of Massachusetts Lowell 2010 — 2011
Masters in Education, Education
Boston University 1987 — 1991
BE, Biomedical Engineering
Simmons College 1987 — 1991
BS, Physics
Vineet Gajaria's New York Life Investment Management Experience October 2009 - October 2013
Job Manager at PricewaterhouseCoopers
Industry Information Technology and Services
Experience
PricewaterhouseCoopers October 2013 - Present
New York Life Investment Management October 2009 - October 2013
COLLABORATIVE CONSULTING April 2009 - August 2009
Risk Management Foundation of Harvard Medical October 2003 - March 2009
Saturn Software 2003 - 2003
Synventive Molding Solutions 2003 - 2003
Whatifi Financials 2001 - 2002
Skills
.NET, C#, SOA, Enterprise Architecture, Web Services, Agile Methodologies, SDLC, Data Warehousing, Application Architecture, Database Design, Microsoft SQL Server, Software Development, Web Applications, Architectures, ETL
Education
Northeastern University 2000 — 2002
Masters, Information Systems
University of Mumbai 1996 — 2000
Bachelor, Construction Engineering
Babson College - Franklin W. Olin Graduate School of Business
MBA
PricewaterhouseCoopers October 2013 - Present
New York Life Investment Management October 2009 - October 2013
COLLABORATIVE CONSULTING April 2009 - August 2009
Risk Management Foundation of Harvard Medical October 2003 - March 2009
Saturn Software 2003 - 2003
Synventive Molding Solutions 2003 - 2003
Whatifi Financials 2001 - 2002
Skills
.NET, C#, SOA, Enterprise Architecture, Web Services, Agile Methodologies, SDLC, Data Warehousing, Application Architecture, Database Design, Microsoft SQL Server, Software Development, Web Applications, Architectures, ETL
Education
Northeastern University 2000 — 2002
Masters, Information Systems
University of Mumbai 1996 — 2000
Bachelor, Construction Engineering
Babson College - Franklin W. Olin Graduate School of Business
MBA
Jonathan Connolly's New York Life Investment Management Experience July 2006 - July 2007
Job Associate Regional Director at The Roosevelt Investment Group
Industry Investment Management
Experience
The Roosevelt Investment Group January 2011 - Present
Seix Investment Advisors LLC 2007 - 2011
New York Life Investment Management July 2006 - July 2007
WMC Mortgage 2005 - 2007
Skills
Fixed Income, Investments, Series 7, Alternative Investments, Mutual Funds, Series 63, Asset Managment, Securities, Equities
Education
Private Tutor/Private Study 2005 — 2011
Manadrin Chinese/Han Yu
Fordham University 2001 — 2005
B.A., Political Science
Bergen Catholic High School 1997 — 2001
The Roosevelt Investment Group January 2011 - Present
Seix Investment Advisors LLC 2007 - 2011
New York Life Investment Management July 2006 - July 2007
WMC Mortgage 2005 - 2007
Skills
Fixed Income, Investments, Series 7, Alternative Investments, Mutual Funds, Series 63, Asset Managment, Securities, Equities
Education
Private Tutor/Private Study 2005 — 2011
Manadrin Chinese/Han Yu
Fordham University 2001 — 2005
B.A., Political Science
Bergen Catholic High School 1997 — 2001
Eugene Byrne's New York Life Investment Management Experience February 2007 - October 2008
Job Trader
Industry Financial Services
Experience
Cubist Systematic Strategies May 2014 - Present
Virtual Cognition, LLC June 2012 - Present
Credit Suisse October 2008 - May 2014
New York Life Investment Management February 2007 - October 2008
Microsoft August 2005 - February 2007
Skills
Trading, Electronic Trading, Proprietary Trading, Trading Systems, Bloomberg, Quantitative Finance, Quantitative Analytics, Investments, C#, ASP.NET MVC, R, C++, VBA, Fixed Income
Education
Cornell University 2000 — 2005
BA, MS, Computer Science
Cubist Systematic Strategies May 2014 - Present
Virtual Cognition, LLC June 2012 - Present
Credit Suisse October 2008 - May 2014
New York Life Investment Management February 2007 - October 2008
Microsoft August 2005 - February 2007
Skills
Trading, Electronic Trading, Proprietary Trading, Trading Systems, Bloomberg, Quantitative Finance, Quantitative Analytics, Investments, C#, ASP.NET MVC, R, C++, VBA, Fixed Income
Education
Cornell University 2000 — 2005
BA, MS, Computer Science
Doug Wertz's New York Life Investment Management Experience 2003 - 2006
Job VicePresident at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2006 - 2011
New York Life Investment Management 2003 - 2006
Fidelity Investments 1999 - 2003
Evergreen Investments 1996 - 1999
Keystone Investments 1996 - 1996
South Lyon Community Schools 1994 - 1996
Education
Eastern Michigan University 1990 — 1994
BA, History/Political Science
Deutsche Bank 2006 - 2011
New York Life Investment Management 2003 - 2006
Fidelity Investments 1999 - 2003
Evergreen Investments 1996 - 1999
Keystone Investments 1996 - 1996
South Lyon Community Schools 1994 - 1996
Education
Eastern Michigan University 1990 — 1994
BA, History/Political Science
Jenetha Philbert's New York Life Investment Management Experience September 2002 - September 2003
Job Associate at Cohen & Gresser LLP
Industry Legal Services
Experience
Cohen & Gresser LLP November 2012 - Present
Bronx County District Attorney's Office October 2009 - October 2012
Jim Himes for Congress 2007 - 2008
Cadwalader, Wickersham & Taft LLP September 2006 - May 2007
Office of the New York State Attorney General June 2005 - August 2005
New York Life Investment Management September 2002 - September 2003
Skills
Litigation, White Collar Criminal..., Appeals, Hearings, Trials, Criminal Law, Courts, Westlaw, Legal Writing, Legal Research, Criminal Defense, Securities Litigation, Civil Litigation, Trial Practice, Commercial Litigation, Jury Trials, Prosecution, Arbitration, Securities Regulation, Motions, Lexis
Education
University of Chicago Law School 2003 — 2006
JD
Brown University 1998 — 2002
BA, History
Edward R. Murrow High School
Cohen & Gresser LLP November 2012 - Present
Bronx County District Attorney's Office October 2009 - October 2012
Jim Himes for Congress 2007 - 2008
Cadwalader, Wickersham & Taft LLP September 2006 - May 2007
Office of the New York State Attorney General June 2005 - August 2005
New York Life Investment Management September 2002 - September 2003
Skills
Litigation, White Collar Criminal..., Appeals, Hearings, Trials, Criminal Law, Courts, Westlaw, Legal Writing, Legal Research, Criminal Defense, Securities Litigation, Civil Litigation, Trial Practice, Commercial Litigation, Jury Trials, Prosecution, Arbitration, Securities Regulation, Motions, Lexis
Education
University of Chicago Law School 2003 — 2006
JD
Brown University 1998 — 2002
BA, History
Edward R. Murrow High School
Nancy O'Dea's New York Life Investment Management Experience January 2010 - April 2010
Job at Staples
Industry Retail
Experience
Staples April 2010 - Present
New York Life Investment Management January 2010 - April 2010
American Student Assistance November 2003 - November 2009
Fleet Boston Financial June 2001 - November 2003
Compaq Computer Corporation June 1985 - May 2001
Education
Framingham State University 1990 — 2007
BA, Liberal Studies; Computer Science
Boston University Corporate Education Center
Staples April 2010 - Present
New York Life Investment Management January 2010 - April 2010
American Student Assistance November 2003 - November 2009
Fleet Boston Financial June 2001 - November 2003
Compaq Computer Corporation June 1985 - May 2001
Education
Framingham State University 1990 — 2007
BA, Liberal Studies; Computer Science
Boston University Corporate Education Center
Eric Pettway, CFA's New York Life Investment Management Experience 1998 - 2001
Job Senior investment Advisor
Industry Investment Management
Experience
PNC Wealth Management February 2013 - Present
PNC Wealth Management October 2009 - January 2013
MacKay Shields 2001 - 2008
New York Life Investment Management 1998 - 2001
4086 Advisors 1997 - 1997
Price Waterhouse Management Consultants 1993 - 1996
Texas Instruments 1991 - 1992
Skills
Portfolio Management, Equities, Asset Managment, Investments, Equity Research, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Investment Management, Fixed Income, Mutual Funds, Investment Advisory, Financial Modeling, Valuation, Bloomberg, Securities, Financial Analysis, Capital Markets, Bonds, Equity Valuation, Finance, Asset Management, Wealth Management, Derivatives, ETFs
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
Indiana University - Kelley School of Business 1988 — 1993
BS, Computer Information Systems
PNC Wealth Management February 2013 - Present
PNC Wealth Management October 2009 - January 2013
MacKay Shields 2001 - 2008
New York Life Investment Management 1998 - 2001
4086 Advisors 1997 - 1997
Price Waterhouse Management Consultants 1993 - 1996
Texas Instruments 1991 - 1992
Skills
Portfolio Management, Equities, Asset Managment, Investments, Equity Research, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Investment Management, Fixed Income, Mutual Funds, Investment Advisory, Financial Modeling, Valuation, Bloomberg, Securities, Financial Analysis, Capital Markets, Bonds, Equity Valuation, Finance, Asset Management, Wealth Management, Derivatives, ETFs
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
Indiana University - Kelley School of Business 1988 — 1993
BS, Computer Information Systems
Diane Halverson's New York Life Investment Management Experience May 2004 - June 2006
Job Senior Education Consultant at Marsh & McLennan Agency, known locally as Bostonian Group
Industry Investment Management
Experience
Marsh & McLennan Agency March 2014 - Present
Kanon Bloch Carré January 2007 - February 2014
New York Life Investment Management May 2004 - June 2006
PFE Group/Watson Wyatt Worldwide May 1995 - February 2004
Smith Barney January 1995 - April 1995
Skills
Series 65, Investment Advisor..., Mutual Funds, Wealth Management, Investments, Alternative Investments, Retirement Planning, Estate Planning, Asset Management, Strategic Financial..., Asset Allocation, Risk Management, Financial Planners, 401k, Retirement, Series 7, Portfolio Management, Business Development, Pensions, Retirement Plan..., CRM, Investment Strategies, Investment Management, Investment Advisory, Financial Markets, Financial Services
Education
Boston University 2008 — 2008
Certificate, Financial Planning
Texas Woman's University
B.S., Journalism, Cum Laude
Marsh & McLennan Agency March 2014 - Present
Kanon Bloch Carré January 2007 - February 2014
New York Life Investment Management May 2004 - June 2006
PFE Group/Watson Wyatt Worldwide May 1995 - February 2004
Smith Barney January 1995 - April 1995
Skills
Series 65, Investment Advisor..., Mutual Funds, Wealth Management, Investments, Alternative Investments, Retirement Planning, Estate Planning, Asset Management, Strategic Financial..., Asset Allocation, Risk Management, Financial Planners, 401k, Retirement, Series 7, Portfolio Management, Business Development, Pensions, Retirement Plan..., CRM, Investment Strategies, Investment Management, Investment Advisory, Financial Markets, Financial Services
Education
Boston University 2008 — 2008
Certificate, Financial Planning
Texas Woman's University
B.S., Journalism, Cum Laude
Andrew Parower's New York Life Investment Management Experience December 1998 - May 2005
Job Founding Member Grass River Property
Industry Commercial Real Estate
Experience
Grass River Property November 2013 - Present
Marketfield Asset Management November 2009 - November 2013
AIG Investments May 2005 - November 2009
New York Life Investment Management December 1998 - May 2005
Citicorp Securities March 1997 - December 1998
Deutsche Bank September 1996 - February 1997
TGM Associates (Pension Fund Advisor) October 1993 - August 1996
Chase Manhattan Bank October 1988 - October 1993
Grant Thornton LLP June 1986 - July 1987
Arthur Andersen & Co June 1985 - May 1986
Skills
Asset Management, Portfolio Management, Real Estate, Credit, Capital Markets, Negotiation, Structuring, Origination, Acquisitions, Trading, Dispositions, Management, Asset Managment, Financial Structuring, Commercial Real Estate, CMBS, Investments, Structured Finance, Disposition, Valuation, Due Diligence, Loan Origination
Education
Washington University in St. Louis - Olin Business School 1981 — 1985
BSBA, Majors: Finance, Accounting; Minor: Economics
Fordham University - Graduate School of Business Administration 1987 — 1988
MBA, Finance, Real Estate Finance
Grass River Property November 2013 - Present
Marketfield Asset Management November 2009 - November 2013
AIG Investments May 2005 - November 2009
New York Life Investment Management December 1998 - May 2005
Citicorp Securities March 1997 - December 1998
Deutsche Bank September 1996 - February 1997
TGM Associates (Pension Fund Advisor) October 1993 - August 1996
Chase Manhattan Bank October 1988 - October 1993
Grant Thornton LLP June 1986 - July 1987
Arthur Andersen & Co June 1985 - May 1986
Skills
Asset Management, Portfolio Management, Real Estate, Credit, Capital Markets, Negotiation, Structuring, Origination, Acquisitions, Trading, Dispositions, Management, Asset Managment, Financial Structuring, Commercial Real Estate, CMBS, Investments, Structured Finance, Disposition, Valuation, Due Diligence, Loan Origination
Education
Washington University in St. Louis - Olin Business School 1981 — 1985
BSBA, Majors: Finance, Accounting; Minor: Economics
Fordham University - Graduate School of Business Administration 1987 — 1988
MBA, Finance, Real Estate Finance
Kevin M. Hill, CFA's New York Life Investment Management Experience 2005 - 2007
Job Principal at Javelin 19 Investments, LLC
Industry Commercial Real Estate
Experience
Javelin 19 Investments, LLC March 2011 - Present
The Meridian Group 2007 - 2011
New York Life Investment Management 2005 - 2007
ARK Realty Capital, LLC August 2004 - August 2005
Loomis, Sayles & Company October 2001 - April 2003
Cambridge Associates September 1998 - October 2001
Skills
Real Estate Economics, Acquisitions, Asset Management, CMBS, Commercial Real Estate, Corporate Real Estate, Disposition, Due Diligence, Entitlements, Financial Structuring, Investment Properties, Investments, Leases, Real Estate, Real Estate Development, Real Estate Financing, Real Estate Private..., Real Estate Transactions, Valuation
Education
The Johns Hopkins University 2003 — 2005
M.S.
James Madison University 1992 — 1996
B.B.A., Finance
Javelin 19 Investments, LLC March 2011 - Present
The Meridian Group 2007 - 2011
New York Life Investment Management 2005 - 2007
ARK Realty Capital, LLC August 2004 - August 2005
Loomis, Sayles & Company October 2001 - April 2003
Cambridge Associates September 1998 - October 2001
Skills
Real Estate Economics, Acquisitions, Asset Management, CMBS, Commercial Real Estate, Corporate Real Estate, Disposition, Due Diligence, Entitlements, Financial Structuring, Investment Properties, Investments, Leases, Real Estate, Real Estate Development, Real Estate Financing, Real Estate Private..., Real Estate Transactions, Valuation
Education
The Johns Hopkins University 2003 — 2005
M.S.
James Madison University 1992 — 1996
B.B.A., Finance
Robert Waltz's New York Life Investment Management Experience August 2006 - January 2008
Job Senior Business Consultant at Meteorix
Industry Financial Services
Experience
Meteorix March 2014 - Present
FRS Global/Wolters Kluwer Financial Services February 2008 - January 2014
New York Life Investment Management August 2006 - January 2008
New York Life Investment Management August 2004 - August 2006
Putnam Investments June 2000 - August 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
MBA, Finance
University of Maine 1993 — 1997
BA, Sociology/Business Administration
Meteorix March 2014 - Present
FRS Global/Wolters Kluwer Financial Services February 2008 - January 2014
New York Life Investment Management August 2006 - January 2008
New York Life Investment Management August 2004 - August 2006
Putnam Investments June 2000 - August 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
MBA, Finance
University of Maine 1993 — 1997
BA, Sociology/Business Administration
Barry Branch, Jr.'s New York Life Investment Management Experience December 1997 - April 2006
Job Self Employed Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
MetLife Real Estate Investments November 2010 - April 2014
Quadrant Real Estate Advisors October 2009 - December 2009
SunTrust Robinson Humphrey April 2006 - September 2008
New York Life Investment Management December 1997 - April 2006
Wachovia Bank June 1994 - December 1997
Duke Realty Corporation (formerly Weeks Corporation) May 1993 - May 1994
Education
Emory University - Goizueta Business School 1992 — 1994
MBA, Finance
Georgia Institute of Technology 1989 — 1991
Masters of Architecture program
Vanderbilt University 1983 — 1987
BA, History
MetLife Real Estate Investments November 2010 - April 2014
Quadrant Real Estate Advisors October 2009 - December 2009
SunTrust Robinson Humphrey April 2006 - September 2008
New York Life Investment Management December 1997 - April 2006
Wachovia Bank June 1994 - December 1997
Duke Realty Corporation (formerly Weeks Corporation) May 1993 - May 1994
Education
Emory University - Goizueta Business School 1992 — 1994
MBA, Finance
Georgia Institute of Technology 1989 — 1991
Masters of Architecture program
Vanderbilt University 1983 — 1987
BA, History
Karen Asmussen White's New York Life Investment Management Experience July 1999 - March 2008
Job Senior Pricing Analyst at Mercer
Industry Financial Services
Experience
The May Institute June 2009 - November 2012
New York Life Investment Management July 1999 - March 2008
Evergreen Investments February 1997 - May 1999
Liberty Mutual Insurance March 1995 - February 1997
PNC Bank 1990 - 1994
Skills
Pricing, Analysis, Cash Management, Funding, Budgeting, Excel, Supervisory Skills, Word, Process Improvement, Strategic Planning, Budgets, Finance, Accounts Receivable, Management, Financial Services
Education
Bentley University
Bachelor's
Rosary Academy
Diploma
The May Institute June 2009 - November 2012
New York Life Investment Management July 1999 - March 2008
Evergreen Investments February 1997 - May 1999
Liberty Mutual Insurance March 1995 - February 1997
PNC Bank 1990 - 1994
Skills
Pricing, Analysis, Cash Management, Funding, Budgeting, Excel, Supervisory Skills, Word, Process Improvement, Strategic Planning, Budgets, Finance, Accounts Receivable, Management, Financial Services
Education
Bentley University
Bachelor's
Rosary Academy
Diploma
Ryan MacAvery's New York Life Investment Management Experience April 2003 - February 2006
Job Shareholder Services at Pershing Square Capital Management, L.P.
Industry Financial Services
Experience
Pershing Square Capital Management, L.P. July 2012 - Present
State Street June 2010 - July 2012
Vastardis Capital Services November 2007 - June 2010
Northern Trust February 2006 - November 2007
New York Life Investment Management April 2003 - February 2006
Skills
Investments, Hedge Funds, Series 7, Mutual Funds, Asset Managment, Equities, Alternative Investments
Education
Hamilton College 1998 — 2002
BA, Government
Glen Ridge High School 1994 — 1998
Pershing Square Capital Management, L.P. July 2012 - Present
State Street June 2010 - July 2012
Vastardis Capital Services November 2007 - June 2010
Northern Trust February 2006 - November 2007
New York Life Investment Management April 2003 - February 2006
Skills
Investments, Hedge Funds, Series 7, Mutual Funds, Asset Managment, Equities, Alternative Investments
Education
Hamilton College 1998 — 2002
BA, Government
Glen Ridge High School 1994 — 1998
Wei Feng Li's New York Life Investment Management Experience 2006 - Present
Job Investment Analyst at NYLIM
Industry Investment Management
Experience
NYLIM August 2006 - Present
New York Life Investment Management 2006 - Present
New York Life Retirement Plan Services 2006 - Present
NYLIM Retirement Plan Services 2006 - Present
Ameriprise Financial April 2003 - March 2005
Skills
Mutual Funds, Investments, Financial Services, Asset Allocation, Series 63, Finance, Series 7, Asset Management, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
MSF, Global Financial Analysis
NYLIM August 2006 - Present
New York Life Investment Management 2006 - Present
New York Life Retirement Plan Services 2006 - Present
NYLIM Retirement Plan Services 2006 - Present
Ameriprise Financial April 2003 - March 2005
Skills
Mutual Funds, Investments, Financial Services, Asset Allocation, Series 63, Finance, Series 7, Asset Management, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
MSF, Global Financial Analysis
Shane McMahon's New York Life Investment Management Experience May 2005 - June 2008
Job Vice President, Head of U.S. Institutional Sales and Service at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments July 2015 - Present
Axiom International Investors June 2008 - March 2015
New York Life Investment Management May 2005 - June 2008
BNY Asset Management September 2001 - May 2005
Deutsche Asset Management 1999 - August 2001
Bankers Trust 1995 - 2001
deutsche asset management 1995 - 2001
Bankers Trust October 1995 - 1999
Mercer Investment Consulting September 1992 - October 1995
Mercer 1992 - 1995
Skills
Asset Management, Investment Strategies, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Series 7, Fixed Income, Portfolio Management, Investments, Investment Management, Securities, Series 63, Capital Markets
Education
Boston University 1988 — 1992
BA, Mathematics and Sociology
Mackenzie Investments July 2015 - Present
Axiom International Investors June 2008 - March 2015
New York Life Investment Management May 2005 - June 2008
BNY Asset Management September 2001 - May 2005
Deutsche Asset Management 1999 - August 2001
Bankers Trust 1995 - 2001
deutsche asset management 1995 - 2001
Bankers Trust October 1995 - 1999
Mercer Investment Consulting September 1992 - October 1995
Mercer 1992 - 1995
Skills
Asset Management, Investment Strategies, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Series 7, Fixed Income, Portfolio Management, Investments, Investment Management, Securities, Series 63, Capital Markets
Education
Boston University 1988 — 1992
BA, Mathematics and Sociology
Raoul Sanda Matundu's New York Life Investment Management Experience July 2003 - March 2006
Job Owner at S.M. Arts Photography
Industry Photography
Experience
S.M. Arts Photography 2007 - Present
Hill Holliday Advertising 2007 - 2009
New York Life Investment Management July 2003 - March 2006
J. & W. Seligman & Co, Inc. November 1996 - March 2003
The Graphic Source, Inc 1990 - 1996
Skills
Fine Art, Photography, Graphics, Event Management, Advertising, Image Manipulation, Creative Direction, Graphic Design, Art Direction, Adobe Creative Suite, Art, Illustrator, Logo Design, Photoshop, Editing, Brand Development, Mac, InDesign, Layout, Direct Mail, Brochures, Creative Strategy, QuarkXPress, Corporate Identity
Education
Fairleigh Dickinson University 2003 — 2005
Certificate, E-Commerce & Visual Media
Center for the Media Arts 1986 — 1990
Visual Graphics and Photography
S.M. Arts Photography 2007 - Present
Hill Holliday Advertising 2007 - 2009
New York Life Investment Management July 2003 - March 2006
J. & W. Seligman & Co, Inc. November 1996 - March 2003
The Graphic Source, Inc 1990 - 1996
Skills
Fine Art, Photography, Graphics, Event Management, Advertising, Image Manipulation, Creative Direction, Graphic Design, Art Direction, Adobe Creative Suite, Art, Illustrator, Logo Design, Photoshop, Editing, Brand Development, Mac, InDesign, Layout, Direct Mail, Brochures, Creative Strategy, QuarkXPress, Corporate Identity
Education
Fairleigh Dickinson University 2003 — 2005
Certificate, E-Commerce & Visual Media
Center for the Media Arts 1986 — 1990
Visual Graphics and Photography
Brian Stanley, PMP, CSM's New York Life Investment Management Experience July 2010 - Present
Job Director, Project Manager at New York Life Investment Management
Industry Information Technology and Services
Experience
New York Life Investment Management July 2010 - Present
Wilmer Hale May 2010 - July 2010
Shawmut Design and Construction May 2008 - February 2009
Fidelity Investments April 2007 - May 2008
Wellington Management May 1995 - February 2007
Skills
SDLC, PMO, Software Project..., PMP, IT Management, Disaster Recovery, Certified Scrum Master..., Business Analysis, Program Management, Risk Management, Vendor Management, Data Center, Project Management, Requirements Analysis, SharePoint, Integration
Education
Boston University (CEC) 2008 — 2008
Certification in Applied Project Management
Canisius College 1971 — 1974
BS, Economics
New York Life Investment Management July 2010 - Present
Wilmer Hale May 2010 - July 2010
Shawmut Design and Construction May 2008 - February 2009
Fidelity Investments April 2007 - May 2008
Wellington Management May 1995 - February 2007
Skills
SDLC, PMO, Software Project..., PMP, IT Management, Disaster Recovery, Certified Scrum Master..., Business Analysis, Program Management, Risk Management, Vendor Management, Data Center, Project Management, Requirements Analysis, SharePoint, Integration
Education
Boston University (CEC) 2008 — 2008
Certification in Applied Project Management
Canisius College 1971 — 1974
BS, Economics
Lance Drennan's New York Life Investment Management Experience August 2000 - November 2003
Job Contract Specialist at Department of Defense
Industry Government Relations
Experience
United States Department of Defense November 2003 - Present
New York Life Investment Management August 2000 - November 2003
Education
Centenary College 2008 — 2010
MBA, Marketing
Moravian College 1996 — 2000
BA, Managment
United States Department of Defense November 2003 - Present
New York Life Investment Management August 2000 - November 2003
Education
Centenary College 2008 — 2010
MBA, Marketing
Moravian College 1996 — 2000
BA, Managment
Julia Warren's New York Life Investment Management Experience February 2010 - March 2012
Job Senior Managing Director at New York Life Investments
Industry Investment Management
Experience
New York Life Insurance Company June 2013 - Present
New York Life Investments March 2012 - June 2013
New York Life Investment Management February 2010 - March 2012
New York Life Insurance Company June 1995 - February 2010
PwC Consulting January 1994 - May 1995
Morgan Stanley September 1989 - June 1993
Prudential Insurance May 1981 - June 1989
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
MBA, Organizational Management
Drew University 1978 — 1980
BA, Psychology
New York Life Insurance Company June 2013 - Present
New York Life Investments March 2012 - June 2013
New York Life Investment Management February 2010 - March 2012
New York Life Insurance Company June 1995 - February 2010
PwC Consulting January 1994 - May 1995
Morgan Stanley September 1989 - June 1993
Prudential Insurance May 1981 - June 1989
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
MBA, Organizational Management
Drew University 1978 — 1980
BA, Psychology
Chris Marchionni's New York Life Investment Management Experience June 1992 - April 2004
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Bank of America Merrill Lynch March 2008 - October 2011
CitiStreet April 2004 - February 2008
New York Life Investment Management June 1992 - April 2004
Skills
401k, Defined Benefit, Series 7, Series 66, Investments, Pensions, Series 63, Retirement, Retirement Planning, Sales Operations, Financial Services, Series 6, Wealth Management
Education
Suffolk University - Sawyer School of Management 1997 — 2001
MBA, Business Finance
Assumption College 1988 — 1992
BA, Accounting
Fidelity Investments November 2011 - Present
Bank of America Merrill Lynch March 2008 - October 2011
CitiStreet April 2004 - February 2008
New York Life Investment Management June 1992 - April 2004
Skills
401k, Defined Benefit, Series 7, Series 66, Investments, Pensions, Series 63, Retirement, Retirement Planning, Sales Operations, Financial Services, Series 6, Wealth Management
Education
Suffolk University - Sawyer School of Management 1997 — 2001
MBA, Business Finance
Assumption College 1988 — 1992
BA, Accounting
Frederick Jung's New York Life Investment Management Experience November 2003 - January 2009
Job Graphic Designer and Marketing at Africa Imports
Industry Graphic Design
Experience
Africa Imports March 2012 - Present
CB Richard Ellis June 2010 - December 2011
JPMorgan Chase September 2009 - April 2010
New York Life Investment Management November 2003 - January 2009
HealthWorld Communications Group May 2003 - May 2003
Bristol-Myers Squibb January 2003 - April 2003
Journal of Commerce October 2002 - October 2002
NBA July 2002 - September 2002
BaseSix April 2000 - June 2001
SpikerDesign April 1998 - April 2000
Skills
QuarkXPress, Brochures, Layout, Graphic Design, Photoshop, InDesign, Illustrator, Digital Photography, Logo Design, Image Manipulation, Pre-press, Dreamweaver, Flyers, Web Design, Flash, Branding & Identity, Newsletters, Mac, Graphics, Posters
Education
Arcadia University 1992 — 1996
BFA, Graphic Design
Africa Imports March 2012 - Present
CB Richard Ellis June 2010 - December 2011
JPMorgan Chase September 2009 - April 2010
New York Life Investment Management November 2003 - January 2009
HealthWorld Communications Group May 2003 - May 2003
Bristol-Myers Squibb January 2003 - April 2003
Journal of Commerce October 2002 - October 2002
NBA July 2002 - September 2002
BaseSix April 2000 - June 2001
SpikerDesign April 1998 - April 2000
Skills
QuarkXPress, Brochures, Layout, Graphic Design, Photoshop, InDesign, Illustrator, Digital Photography, Logo Design, Image Manipulation, Pre-press, Dreamweaver, Flyers, Web Design, Flash, Branding & Identity, Newsletters, Mac, Graphics, Posters
Education
Arcadia University 1992 — 1996
BFA, Graphic Design
Jeffrey Keenan's New York Life Investment Management Experience September 1998 - February 2005
Job Director, Vendor Risk
Industry Banking
Experience
MUFG Americas Corporation January 2011 - Present
BlackRock August 2010 - December 2010
Amex 2005 - September 2010
New York Life Investment Management September 1998 - February 2005
Skills
Fixed Income, Risk Management, Investments, Equities, Derivatives, Mutual Funds, Third Party Vendor..., Risk Assessment, Financial Risk, Vendor Contracts, vendor risk, Enterprise Risk..., Operational Risk..., Operational Risk, Vendor Management, Vendor Management Skills, Vendor Management..., Risk Analysis
Education
Hofstra University 1994 — 1997
BBA
MUFG Americas Corporation January 2011 - Present
BlackRock August 2010 - December 2010
Amex 2005 - September 2010
New York Life Investment Management September 1998 - February 2005
Skills
Fixed Income, Risk Management, Investments, Equities, Derivatives, Mutual Funds, Third Party Vendor..., Risk Assessment, Financial Risk, Vendor Contracts, vendor risk, Enterprise Risk..., Operational Risk..., Operational Risk, Vendor Management, Vendor Management Skills, Vendor Management..., Risk Analysis
Education
Hofstra University 1994 — 1997
BBA
Dorothy Furman-Glenn's New York Life Investment Management Experience September 1995 - September 2013
Job Director at New York Life
Industry Information Technology and Services
Experience
New York Life March 2015 - Present
New York Life September 2013 - March 2015
New York Life Investment Management September 1995 - September 2013
Skills
Software Quality..., Software Design, Software Documentation, Business Analysis, Oracle SQL, Business Objects, Crystal Reports 2008, Instructor-led Training, VB.NET, Training Manuals
Education
College of Saint Elizabeth
MS Organizational Change Mgmt, BS/MS Management
New York Life March 2015 - Present
New York Life September 2013 - March 2015
New York Life Investment Management September 1995 - September 2013
Skills
Software Quality..., Software Design, Software Documentation, Business Analysis, Oracle SQL, Business Objects, Crystal Reports 2008, Instructor-led Training, VB.NET, Training Manuals
Education
College of Saint Elizabeth
MS Organizational Change Mgmt, BS/MS Management
Robert McCormack's New York Life Investment Management Experience September 1999 - October 2004
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2005 - Present
Citigroup Asset Management April 2005 - September 2005
Morgan Stanley Investment Management October 2004 - April 2005
New York Life Investment Management September 1999 - October 2004
Skills
Financial Analysis, Fixed Income, Asset Management, Equities, Mutual Funds, Alternative Investments, Investments, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Derivatives, Capital Markets
Education
Montclair State University 1994 — 1999
Bachelor of Science (B.S.), Accounting
Goldman Sachs September 2005 - Present
Citigroup Asset Management April 2005 - September 2005
Morgan Stanley Investment Management October 2004 - April 2005
New York Life Investment Management September 1999 - October 2004
Skills
Financial Analysis, Fixed Income, Asset Management, Equities, Mutual Funds, Alternative Investments, Investments, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Derivatives, Capital Markets
Education
Montclair State University 1994 — 1999
Bachelor of Science (B.S.), Accounting
Lois Steward's New York Life Investment Management Experience July 1999 - Present
Job Sr Mktg Consultant at New York Life
Industry Financial Services
Experience
New York Life Investment Management July 1999 - Present
Lucent Technologies September 1997 - May 1999
Carteret Mortgage June 1986 - May 1995
Skills
Public Speaking, Project Management, Strategy, Leadership, Financial Reporting, Program Management, Management, Regulatory Requirements, Process Improvement, Contract Negotiation, Customer Service, Financial Services, Investments, Microsoft Office, Marketing, Cross-functional Team...
Education
Gonzaga University School of Law 1978 — 1981
JD, Law
Ursinus College 1973 — 1977
BA, Political Science
Parsippany Hills High School 1969 — 1973
New York Life Investment Management July 1999 - Present
Lucent Technologies September 1997 - May 1999
Carteret Mortgage June 1986 - May 1995
Skills
Public Speaking, Project Management, Strategy, Leadership, Financial Reporting, Program Management, Management, Regulatory Requirements, Process Improvement, Contract Negotiation, Customer Service, Financial Services, Investments, Microsoft Office, Marketing, Cross-functional Team...
Education
Gonzaga University School of Law 1978 — 1981
JD, Law
Ursinus College 1973 — 1977
BA, Political Science
Parsippany Hills High School 1969 — 1973
Martha Spreen's New York Life Investment Management Experience July 2001 - August 2005
Job Presenter at AMSkier Agency
Industry Accounting
Experience
Bethel Woods February 2012 - Present
AMSkier Insurance May 2010 - January 2012
Travelport August 2006 - July 2009
New York Life Investment Management July 2001 - August 2005
New York Life 2000 - 2005
Skills
Financial Statements, Accruals, Account Reconciliation, Balance, General Ledger, Financial Analysis, Budget Analysis, Fixed Assets, Sarbanes-Oxley Act, Microsoft Excel
Education
Caldwell University
BA, Accounting
Bethel Woods February 2012 - Present
AMSkier Insurance May 2010 - January 2012
Travelport August 2006 - July 2009
New York Life Investment Management July 2001 - August 2005
New York Life 2000 - 2005
Skills
Financial Statements, Accruals, Account Reconciliation, Balance, General Ledger, Financial Analysis, Budget Analysis, Fixed Assets, Sarbanes-Oxley Act, Microsoft Excel
Education
Caldwell University
BA, Accounting
Russ Paper's New York Life Investment Management Experience 1998 - 2007
Job Director of Acquisitions at MetLife Real Estate Investors
Industry Real Estate
Experience
MetLife Real Estate Investors January 2014 - Present
MetLife Real Estate Investors May 2007 - Present
REIAC 2004 - 2014
New York Life Investment Management 1998 - 2007
Principal Financial Group 1988 - 1998
Skills
Loan Origination, Mortgage Lending, Commercial Real Estate, Investments, Real Estate Economics, Valuation, Asset Management, Underwriting, Portfolio Management, Real Estate, Due Diligence, Financial Analysis, Disposition, Loans, Acquisitions, Finance, Equities, Dispositions
Education
Iowa State University 1971 — 1975
Bachelors, Animal Science (Dairy Science)
MetLife Real Estate Investors January 2014 - Present
MetLife Real Estate Investors May 2007 - Present
REIAC 2004 - 2014
New York Life Investment Management 1998 - 2007
Principal Financial Group 1988 - 1998
Skills
Loan Origination, Mortgage Lending, Commercial Real Estate, Investments, Real Estate Economics, Valuation, Asset Management, Underwriting, Portfolio Management, Real Estate, Due Diligence, Financial Analysis, Disposition, Loans, Acquisitions, Finance, Equities, Dispositions
Education
Iowa State University 1971 — 1975
Bachelors, Animal Science (Dairy Science)
Jonathan London's New York Life Investment Management Experience January 2001 - April 2006
Job Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2011 - Present
UBS Financial Services August 2010 - July 2011
UBS Financial Services April 2006 - September 2010
New York Life Investment Management January 2001 - April 2006
Skills
Mutual Funds, Portfolio Management, Asset Management, Equities, Alternative Investments, Finance, Investments, Series 7, Fixed Income, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Dartmouth College 1986 — 1990
B.A., Economics
UBS Financial Services August 2011 - Present
UBS Financial Services August 2010 - July 2011
UBS Financial Services April 2006 - September 2010
New York Life Investment Management January 2001 - April 2006
Skills
Mutual Funds, Portfolio Management, Asset Management, Equities, Alternative Investments, Finance, Investments, Series 7, Fixed Income, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Dartmouth College 1986 — 1990
B.A., Economics
Leta Alexander's New York Life Investment Management Experience October 2010 - January 2015
Job Assistant Vice President of Trade Operations at GIC
Industry Financial Services
Experience
GIC January 2015 - Present
New York Life Investment Management October 2010 - January 2015
BNY Mellon June 2010 - October 2010
The Bank of New York January 2007 - September 2010
The Bank of New York June 2006 - December 2006
The Bank of New York May 2005 - February 2006
Skills
Account Reconciliation, Settlement, Accounting, Banking, Bloomberg, Equities, Fixed Income, Financial Services, Investments, Payments, Securities, Mutual Funds, Finance, FX Options, Derivatives, Capital Markets, Risk Management, Trading
Education
Fordham University 2002 — 2006
B.S, Finance
LIU Brooklyn
GIC January 2015 - Present
New York Life Investment Management October 2010 - January 2015
BNY Mellon June 2010 - October 2010
The Bank of New York January 2007 - September 2010
The Bank of New York June 2006 - December 2006
The Bank of New York May 2005 - February 2006
Skills
Account Reconciliation, Settlement, Accounting, Banking, Bloomberg, Equities, Fixed Income, Financial Services, Investments, Payments, Securities, Mutual Funds, Finance, FX Options, Derivatives, Capital Markets, Risk Management, Trading
Education
Fordham University 2002 — 2006
B.S, Finance
LIU Brooklyn
Rosemary O'Dea's New York Life Investment Management Experience August 2010 - March 2011
Job at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management 2011 - Present
New York Life Investment Management August 2010 - March 2011
State Street June 2003 - April 2010
Brown Brothers Harriman April 2001 - November 2002
Putnam Investments April 1999 - August 2000
BankBoston August 1998 - March 1999
Skills
User Acceptance Testing, Oracle, Risk Management, Management, Portfolio Management, Data Warehousing, Banking, SWIFT payments, Derivatives, Data Analysis, Capital Markets
Education
University of Massachusetts Boston 2010 — 2010
Case Western Reserve University
M.A.
Emmanuel College
B.A.
Wellington Management 2011 - Present
New York Life Investment Management August 2010 - March 2011
State Street June 2003 - April 2010
Brown Brothers Harriman April 2001 - November 2002
Putnam Investments April 1999 - August 2000
BankBoston August 1998 - March 1999
Skills
User Acceptance Testing, Oracle, Risk Management, Management, Portfolio Management, Data Warehousing, Banking, SWIFT payments, Derivatives, Data Analysis, Capital Markets
Education
University of Massachusetts Boston 2010 — 2010
Case Western Reserve University
M.A.
Emmanuel College
B.A.
Keith Walsh's New York Life Investment Management Experience September 1997 - August 2002
Job Financial Services Representative at MassMutual Financial Group
Industry Investment Management
Experience
MassMutual Financial Group February 2013 - Present
TRANSAMERICA - WORLD FINANCIAL GROUP August 2012 - January 2013
CLAREMONT INVESTMENT PARTNERS, LLC June 2008 - May 2009
SYNERGY BANK September 2003 - March 2008
BNY Mellon September 2002 - July 2003
NEW YORK LIFE INVESTMENT MANAGEMENT September 1997 - August 2002
NYLIFE SECURITIES October 1992 - September 1997
Skills
Financial Analysis, Financial Modeling, Data Research, Financial Reporting, Budgeting, Asset Management, Investments, Mutual Funds, Strategic Planning, Forecasting, Problem Solving, Accounting, Business Strategy, Financial Planning, Corporate Finance, Asset Managment, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Finance
Fairfield University 1988 — 1992
B.S, Finance & International Business
Chaminade High School
MassMutual Financial Group February 2013 - Present
TRANSAMERICA - WORLD FINANCIAL GROUP August 2012 - January 2013
CLAREMONT INVESTMENT PARTNERS, LLC June 2008 - May 2009
SYNERGY BANK September 2003 - March 2008
BNY Mellon September 2002 - July 2003
NEW YORK LIFE INVESTMENT MANAGEMENT September 1997 - August 2002
NYLIFE SECURITIES October 1992 - September 1997
Skills
Financial Analysis, Financial Modeling, Data Research, Financial Reporting, Budgeting, Asset Management, Investments, Mutual Funds, Strategic Planning, Forecasting, Problem Solving, Accounting, Business Strategy, Financial Planning, Corporate Finance, Asset Managment, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Finance
Fairfield University 1988 — 1992
B.S, Finance & International Business
Chaminade High School
Michelle McKenna's New York Life Investment Management Experience June 2007 - August 2007
Job Senior Operations Analyst at Kingdon Capital
Industry Financial Services
Experience
Kingdon Capital June 2015 - Present
Kingdon Capital April 2014 - June 2015
Brigade Capital Management June 2010 - January 2014
Nomura Corporate Research and Asset Management February 2008 - June 2010
New York Life Investment Management June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Skills
Equities, Portfolio Management, Investments, Trading, Finance, Bonds, Accounting, Analysis, FX Options, Settlement, Management, Hedge Funds, Asset Management, Bloomberg, Data Analysis, Alternative Investments, Project Management, Process Improvement, Derivatives, Loans, Research, Funding, Microsoft Excel, Microsoft Office, Investment Banking, Fixed Income, Capital Markets, Strategy, Outlook
Education
Manhattan College 2004 — 2008
Bachelor of Science, Finance / Economics
Kingdon Capital June 2015 - Present
Kingdon Capital April 2014 - June 2015
Brigade Capital Management June 2010 - January 2014
Nomura Corporate Research and Asset Management February 2008 - June 2010
New York Life Investment Management June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Skills
Equities, Portfolio Management, Investments, Trading, Finance, Bonds, Accounting, Analysis, FX Options, Settlement, Management, Hedge Funds, Asset Management, Bloomberg, Data Analysis, Alternative Investments, Project Management, Process Improvement, Derivatives, Loans, Research, Funding, Microsoft Excel, Microsoft Office, Investment Banking, Fixed Income, Capital Markets, Strategy, Outlook
Education
Manhattan College 2004 — 2008
Bachelor of Science, Finance / Economics
Derrick Chapman, CFA's New York Life Investment Management Experience July 2007 - January 2009
Job Consultant at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2015 - Present
Federal Reserve Bank of Atlanta January 2013 - August 2015
Federal Reserve Bank of New York November 2010 - January 2013
New York Life Investment Management July 2007 - January 2009
ING Investment Management October 2004 - July 2007
YieldQuest Investment Group July 2003 - October 2004
Skills
Risk Management, Credit, Hedge Funds, Portfolio Management, Valuation, Derivatives, Financial Analysis, Fixed Income, Financial Modeling, Market Risk, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MS, Finance
The University of Georgia 1998 — 2003
BBA, Accounting/Finance
McKinsey & Company August 2015 - Present
Federal Reserve Bank of Atlanta January 2013 - August 2015
Federal Reserve Bank of New York November 2010 - January 2013
New York Life Investment Management July 2007 - January 2009
ING Investment Management October 2004 - July 2007
YieldQuest Investment Group July 2003 - October 2004
Skills
Risk Management, Credit, Hedge Funds, Portfolio Management, Valuation, Derivatives, Financial Analysis, Fixed Income, Financial Modeling, Market Risk, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MS, Finance
The University of Georgia 1998 — 2003
BBA, Accounting/Finance
Brian Blaisdell's New York Life Investment Management Experience January 2006 - April 2007
Job Pension Analyst at Derby and Company
Industry Human Resources
Experience
Derby and Company March 2010 - Present
CITISTREET/ ING February 2008 - February 2009
NEW YORK LIFE INVESTMENT MANAGEMENT January 2006 - April 2007
NEW YORK LIFE INVESTMENT MANAGEMENT June 2005 - August 2005
Skills
Customer Service, Account Reconciliation, Benefits Administration, Finance, Microsoft Word, Microsoft Excel, Insurance, Databases, Auditing, Valuation, Pensions, Actuarial Science, Human Resources, Employee Relations
Education
Bryant University 2002 — 2005
BS, Actuarial Mathematics
Bryant University 2002 — 2005
Bachelor of Science, Business Administration
Derby and Company March 2010 - Present
CITISTREET/ ING February 2008 - February 2009
NEW YORK LIFE INVESTMENT MANAGEMENT January 2006 - April 2007
NEW YORK LIFE INVESTMENT MANAGEMENT June 2005 - August 2005
Skills
Customer Service, Account Reconciliation, Benefits Administration, Finance, Microsoft Word, Microsoft Excel, Insurance, Databases, Auditing, Valuation, Pensions, Actuarial Science, Human Resources, Employee Relations
Education
Bryant University 2002 — 2005
BS, Actuarial Mathematics
Bryant University 2002 — 2005
Bachelor of Science, Business Administration
Liza Bajtner's New York Life Investment Management Experience July 2007 - August 2010
Job Second Vice President at Cornerstone Capital Management
Industry Financial Services
Experience
Cornerstone Capital Management September 2012 - Present
Cornerstone Capital Management September 2010 - September 2012
New York Life Investment Management July 2007 - August 2010
Skills
Equities, Valuation, Asset Management, Bloomberg, Financial Modeling, Microsoft Excel, Investments, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance, History
Cornerstone Capital Management September 2012 - Present
Cornerstone Capital Management September 2010 - September 2012
New York Life Investment Management July 2007 - August 2010
Skills
Equities, Valuation, Asset Management, Bloomberg, Financial Modeling, Microsoft Excel, Investments, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance, History
Douglas Bushell's New York Life Investment Management Experience 2001 - 2008
Job Analyst, HHR Asset Management
Industry Investment Management
Experience
HHR Asset Management 2008 - 2014
New York Life Investment Management 2001 - 2008
New York Life Insurance Company 2001 - 2008
Skills
Investments, Portfolio Management, Asset Management, Valuation, Mutual Funds, Hedge Funds, Alternative Investments, Equities, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Cornell University 1992 — 1996
BS, Engineering
HHR Asset Management 2008 - 2014
New York Life Investment Management 2001 - 2008
New York Life Insurance Company 2001 - 2008
Skills
Investments, Portfolio Management, Asset Management, Valuation, Mutual Funds, Hedge Funds, Alternative Investments, Equities, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Cornell University 1992 — 1996
BS, Engineering
Sara Smahl's New York Life Investment Management Experience 2000 - 2005
Job Sr. Paralegal at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
Legg Mason & Co., LLC February 2007 - November 2014
Morgan, Lewis & Bockius LLP April 2006 - February 2007
New York Life Investment Management 2000 - 2005
Brown and Wood LLP July 1998 - January 2000
Davis Polk & Wardwell LLP March 1996 - July 1998
Skills
Private Equity, Investment Management, Securities, Mutual Funds, FINRA, Asset Management, Securities Regulation, Corporate Governance, Due Diligence, AML, Financial Services, Investments
Education
Adelphi University 1994 — 1994
Certificate, Lawyers Assistant Program
New York University 1974 — 1978
Bachelor of Arts, English Major; Political Science Minor
TIAA-CREF December 2014 - Present
Legg Mason & Co., LLC February 2007 - November 2014
Morgan, Lewis & Bockius LLP April 2006 - February 2007
New York Life Investment Management 2000 - 2005
Brown and Wood LLP July 1998 - January 2000
Davis Polk & Wardwell LLP March 1996 - July 1998
Skills
Private Equity, Investment Management, Securities, Mutual Funds, FINRA, Asset Management, Securities Regulation, Corporate Governance, Due Diligence, AML, Financial Services, Investments
Education
Adelphi University 1994 — 1994
Certificate, Lawyers Assistant Program
New York University 1974 — 1978
Bachelor of Arts, English Major; Political Science Minor
Marc Brookman's New York Life Investment Management Experience 2000 - 2006
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2006 - Present
New York Life Investment Management 2000 - 2006
United Asset Management 1997 - 2000
Oppenheimer Capital 1991 - 1996
Putnam Investments 1988 - May 1991
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Sales, Securities, Separately Managed..., Series 63, Series 7, Wealth Accumulation, Wealth Management
Education
James Madison University 1982 — 1986
Marketing, Business
Morgan Stanley Wealth Management 2006 - Present
New York Life Investment Management 2000 - 2006
United Asset Management 1997 - 2000
Oppenheimer Capital 1991 - 1996
Putnam Investments 1988 - May 1991
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Sales, Securities, Separately Managed..., Series 63, Series 7, Wealth Accumulation, Wealth Management
Education
James Madison University 1982 — 1986
Marketing, Business
Liza McElrath's New York Life Investment Management Experience September 1997 - May 2000
Job Kindergarten Teacher at East Hanover Board of Education
Industry Education Management
Experience
East Hanover Board of Education 2011 - Present
East Hanover Township After School Child Care 2010 - July 2011
East Hanover Cooperative Nursery School June 2004 - June 2010
New York Life Investment Management September 1997 - May 2000
Gaithersburg Elementary September 1995 - June 1997
Education
Bloomsburg University of Pennsylvania 1991 — 1994
BS Early Childhood/Elementary Education
East Hanover Board of Education 2011 - Present
East Hanover Township After School Child Care 2010 - July 2011
East Hanover Cooperative Nursery School June 2004 - June 2010
New York Life Investment Management September 1997 - May 2000
Gaithersburg Elementary September 1995 - June 1997
Education
Bloomsburg University of Pennsylvania 1991 — 1994
BS Early Childhood/Elementary Education
Stefan Dunkelgrun's New York Life Investment Management Experience 2004 - 2005
Job
Industry Insurance
Experience
dogstar consultants 2014 - Present
The Ibex Group June 2005 - August 2012
New York Life Investment Management 2004 - 2005
New York State Psychiatric Institute October 2003 - January 2004
American Express Financial Advisors 2004 - 2004
Australian Homemade February 2003 - September 2003
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Finance, Life Insurance, Microsoft Word, Product Development, Premium Financing, Management, Insurance, Fixed Annuities, Life Settlements, Private Placements, Investments, Health Insurance, Analysis, Entrepreneurial Finance, Business Operations, Business Strategy, New Business Development, Business Development, Business Planning, Operations Management, Financial Modeling, Leveraged Finance, Corporate Finance, Corporate Strategy..., Small Business..., Mergers & Acquisitions, Sales, English, Financial Services, Project Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
MBA
The University of Bolton 1998 — 2003
Bachelor of Arts (B.A.)
Fordham Law School
Juris Doctor
Wolters
dogstar consultants 2014 - Present
The Ibex Group June 2005 - August 2012
New York Life Investment Management 2004 - 2005
New York State Psychiatric Institute October 2003 - January 2004
American Express Financial Advisors 2004 - 2004
Australian Homemade February 2003 - September 2003
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Finance, Life Insurance, Microsoft Word, Product Development, Premium Financing, Management, Insurance, Fixed Annuities, Life Settlements, Private Placements, Investments, Health Insurance, Analysis, Entrepreneurial Finance, Business Operations, Business Strategy, New Business Development, Business Development, Business Planning, Operations Management, Financial Modeling, Leveraged Finance, Corporate Finance, Corporate Strategy..., Small Business..., Mergers & Acquisitions, Sales, English, Financial Services, Project Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
MBA
The University of Bolton 1998 — 2003
Bachelor of Arts (B.A.)
Fordham Law School
Juris Doctor
Wolters
Nick Carmignani's New York Life Investment Management Experience 2003 - 2005
Job RFP Specialist
Industry Financial Services
Experience
Carmignani Real Estate December 2008 - Present
Boston Financial Data Services November 2007 - December 2008
Bank of America 2005 - 2007
New York Life Investment Management 2003 - 2005
Education
Dean College 1995 — 1996
No, Liberal Studies, Computers
Carmignani Real Estate December 2008 - Present
Boston Financial Data Services November 2007 - December 2008
Bank of America 2005 - 2007
New York Life Investment Management 2003 - 2005
Education
Dean College 1995 — 1996
No, Liberal Studies, Computers
Chris Ahn's New York Life Investment Management Experience May 2010 - August 2010
Job Associate at Hellman & Friedman
Industry Venture Capital & Private Equity
Experience
Hellman & Friedman July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
New York Life Investment Management May 2010 - August 2010
Skills
Bonds, Equity Valuation, Credit, Microsoft Word, Finance, DCF, Economics
Education
Georgetown University 2008 — 2012
Bachelor of Science in Foreign Service, International Economics
Groton School 2003 — 2008
Hellman & Friedman July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
New York Life Investment Management May 2010 - August 2010
Skills
Bonds, Equity Valuation, Credit, Microsoft Word, Finance, DCF, Economics
Education
Georgetown University 2008 — 2012
Bachelor of Science in Foreign Service, International Economics
Groton School 2003 — 2008
Tom Carrabine's New York Life Investment Management Experience November 2012 - April 2015
Job Director, Relationship Manager and Business Development at John Hancock Financial Services
Industry Investment Management
Experience
John Hancock Financial Services April 2015 - Present
New York Life Investment Management November 2012 - April 2015
Pyramis Global Advisors April 2012 - October 2012
New York Life Investment Management January 2006 - April 2012
Clark Consulting April 2002 - December 2005
State of Illinois 1995 - 2002
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investments, Equities, Mutual Funds, Investment Strategies, Fixed Income, Series 7, Portfolio Management, Investment Management, Business Development, Online Advertising, Series 63, Private Equity, 401k, Asset Management, Financial Modeling, Financial Services, Investment Advisory
Education
University of Chicago 2000 — 2002
MBA, Finance & Strategic Management
Loyola University of Chicago 1989 — 1993
BA, Economics
St. Ignatius College Prep, Cleveland, Ohio
John Hancock Financial Services April 2015 - Present
New York Life Investment Management November 2012 - April 2015
Pyramis Global Advisors April 2012 - October 2012
New York Life Investment Management January 2006 - April 2012
Clark Consulting April 2002 - December 2005
State of Illinois 1995 - 2002
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investments, Equities, Mutual Funds, Investment Strategies, Fixed Income, Series 7, Portfolio Management, Investment Management, Business Development, Online Advertising, Series 63, Private Equity, 401k, Asset Management, Financial Modeling, Financial Services, Investment Advisory
Education
University of Chicago 2000 — 2002
MBA, Finance & Strategic Management
Loyola University of Chicago 1989 — 1993
BA, Economics
St. Ignatius College Prep, Cleveland, Ohio
Michelle Tagliabue's New York Life Investment Management Experience 1993 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Investment Management 1993 - 2011
Skills
Retirement, Financial Services, Retirement Planning, Investments, Business Analysis, Mutual Funds, Fixed Annuities
Education
Montclair State University
B.A., ENGLISH. JOURNALISM
New York Life Investment Management 1993 - 2011
Skills
Retirement, Financial Services, Retirement Planning, Investments, Business Analysis, Mutual Funds, Fixed Annuities
Education
Montclair State University
B.A., ENGLISH. JOURNALISM
Caryn Higgins, AFIM's New York Life Investment Management Experience October 1998 - January 2006
Job Project Specialist at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management November 2011 - Present
TD Wealth January 2006 - November 2011
New York Life Investment Management October 1998 - January 2006
Skills
Fixed Income
Education
Framingham State College 1993 — 1996
Bachelor of Arts (B.A.), Political Science and Government
TD Wealth Management November 2011 - Present
TD Wealth January 2006 - November 2011
New York Life Investment Management October 1998 - January 2006
Skills
Fixed Income
Education
Framingham State College 1993 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Jason R. Friday CFP®, MPAS®, CMFC, CRPC's New York Life Investment Management Experience August 2013 - Present
Job Director, Personal Financial Solutions & Investment Consulting at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management August 2013 - Present
New York Life Insurance Company September 2011 - July 2013
New York Life Investment Management September 2007 - August 2011
New York Life Investment Management February 2005 - August 2007
StrategicPoint Investment Advisors August 2004 - January 2005
Charles Schwab & Co.Inc April 2003 - August 2004
Fidelity Investments January 1997 - April 2003
Fidelity Investments January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
Skills
Certified Financial..., Chartered Mutual Fund..., Chartered Retirement..., Investment Policy..., Mutual Funds, Life & Health Insurance..., Personal Financial..., Investment Committee..., Retirement Planning, Investment Advisory, Series 63, Investments, Retirement, Portfolio Management, Strategic Financial..., Insurance, Alternative Investments, Investment Strategies, Pensions, Financial Advisory, Financial Planning
Education
College for Financial Planning 2001 — 2004
Master's degree, Personal Financial Planning, 3.87 GPA
Boston University 1995 — 1999
Certificate, Personal Financial Planning, Completion
Bentley College 1995 — 1998
Pension and Employee Benefits
Assumption College 1989 — 1993
Bachelor's Degree, Political Science
Marian High School 1984 — 1988
New York Life Investment Management August 2013 - Present
New York Life Insurance Company September 2011 - July 2013
New York Life Investment Management September 2007 - August 2011
New York Life Investment Management February 2005 - August 2007
StrategicPoint Investment Advisors August 2004 - January 2005
Charles Schwab & Co.Inc April 2003 - August 2004
Fidelity Investments January 1997 - April 2003
Fidelity Investments January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
Skills
Certified Financial..., Chartered Mutual Fund..., Chartered Retirement..., Investment Policy..., Mutual Funds, Life & Health Insurance..., Personal Financial..., Investment Committee..., Retirement Planning, Investment Advisory, Series 63, Investments, Retirement, Portfolio Management, Strategic Financial..., Insurance, Alternative Investments, Investment Strategies, Pensions, Financial Advisory, Financial Planning
Education
College for Financial Planning 2001 — 2004
Master's degree, Personal Financial Planning, 3.87 GPA
Boston University 1995 — 1999
Certificate, Personal Financial Planning, Completion
Bentley College 1995 — 1998
Pension and Employee Benefits
Assumption College 1989 — 1993
Bachelor's Degree, Political Science
Marian High School 1984 — 1988
Brian Zuckerman's New York Life Investment Management Experience October 1997 - October 2010
Job Controller at Windmill Health Products, LLC
Industry Consumer Goods
Experience
Windmill Health Products, LLC October 2010 - Present
New York Life Investment Management October 1997 - October 2010
Skills
Financial Analysis, Financial Reporting, Mutual Funds, Investments, Portfolio Management, Equities, Risk Management, Asset Management, Financial Planning, Hedge Funds, Bloomberg, Financial Services, Securities
Education
Seton Hall University 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Miami University 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
Windmill Health Products, LLC October 2010 - Present
New York Life Investment Management October 1997 - October 2010
Skills
Financial Analysis, Financial Reporting, Mutual Funds, Investments, Portfolio Management, Equities, Risk Management, Asset Management, Financial Planning, Hedge Funds, Bloomberg, Financial Services, Securities
Education
Seton Hall University 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Miami University 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
William Serrano's New York Life Investment Management Experience December 2003 - February 2005
Job Trader at Bank Leumi USA/Leumi Investment Services Inc.
Industry Financial Services
Experience
Bank Leumi USA/ Leumi Investment Services Inc. March 2005 - Present
New York Life Investment Management December 2003 - February 2005
Education
Baruch College 1999 — 2003
Bachelor of Business Administration (BBA)
Bank Leumi USA/ Leumi Investment Services Inc. March 2005 - Present
New York Life Investment Management December 2003 - February 2005
Education
Baruch College 1999 — 2003
Bachelor of Business Administration (BBA)
Stephen Cloherty's New York Life Investment Management Experience December 2009 - April 2015
Job Managing Senior Compliance Consultant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Investment Management December 2009 - April 2015
New York Life Investment Management July 2006 - December 2009
Skills
ERISA Compliance, IRS Retirement Plan..., Excel, Root Cause Problem..., Project Planning, DOL Retirement Plan..., Retirement Planning, Retirement Plan Design, 401(k) Plans, Budgeting, Retirement, Financial Services
Education
Bridgewater State University
BS, BS
John Hancock Retirement Plan Services April 2015 - Present
New York Life Investment Management December 2009 - April 2015
New York Life Investment Management July 2006 - December 2009
Skills
ERISA Compliance, IRS Retirement Plan..., Excel, Root Cause Problem..., Project Planning, DOL Retirement Plan..., Retirement Planning, Retirement Plan Design, 401(k) Plans, Budgeting, Retirement, Financial Services
Education
Bridgewater State University
BS, BS
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group