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
Yelena Kogan Yelena Kogan's New York Life Investment Management Experience 2001 - 2010
Job Quality Assurance and Business Analyst
Industry Financial Services
Experience
State Street 2012 - 2014
State Street 2010 - 2012
New York Life Investment Management 2001 - 2010
Arrakis, Subsidiary of J.P.Morgan 1996 - 2001
Skills
Requirements Gathering, Business Requirements, Quality Assurance, Business Analysis, SDLC, User Acceptance Testing, Testing, Software Implementation, Application Support, Business Process..., Systems Analysis, Business Process, Requirements Analysis, Process Improvement, Software Quality..., Test Planning, UI & Compatibility..., SQA Testing &..., Test Plans, Cases &..., Regression & Negative..., Scripting &..., Performance/Load/Stress..., Defect/Bug Tracking, Test Strategies &..., Management, Databases
Education
Northeastern University 1992 — 1996
Bachelor of Science (BS), Accounting and Computer Science
Training
Training
The Boston Computer School
State Street 2012 - 2014
State Street 2010 - 2012
New York Life Investment Management 2001 - 2010
Arrakis, Subsidiary of J.P.Morgan 1996 - 2001
Skills
Requirements Gathering, Business Requirements, Quality Assurance, Business Analysis, SDLC, User Acceptance Testing, Testing, Software Implementation, Application Support, Business Process..., Systems Analysis, Business Process, Requirements Analysis, Process Improvement, Software Quality..., Test Planning, UI & Compatibility..., SQA Testing &..., Test Plans, Cases &..., Regression & Negative..., Scripting &..., Performance/Load/Stress..., Defect/Bug Tracking, Test Strategies &..., Management, Databases
Education
Northeastern University 1992 — 1996
Bachelor of Science (BS), Accounting and Computer Science
Training
Training
The Boston Computer School
Liza Masterson Liza Masterson's New York Life Investment Management Experience July 2008 - July 2010
Job Senior Director, Business Performance Analytics at Travelers
Industry Financial Services
Experience
Travelers January 2015 - Present
New York Life Retirement Plan Services March 2014 - December 2014
New York Life Retirement Plan Services September 2012 - March 2014
New York Life Retirement Plan Services October 2011 - September 2012
New York Life Retirement Plan Services October 2010 - October 2011
New York Life Retirement Plan Services July 2010 - October 2010
New York Life Investment Management July 2008 - July 2010
UPS September 2007 - June 2008
Skills
Microstrategy, Prioritization, MS Project, Financial Reporting, Budgeting, Research, Forecasting, Business Intelligence, Budgets, Competitive Analysis, Management, Analysis, Strategy, SharePoint, Organization &..., Analytics, MicroStrategy, Financial Services, Investments, Finance, CRM, Leadership
Education
Passed Level I of the CFA examination in 2010 2010 — 2010
University of Massachusetts Dartmouth 2003 — 2008
BS, Finance
FINRA
Series 6
Travelers January 2015 - Present
New York Life Retirement Plan Services March 2014 - December 2014
New York Life Retirement Plan Services September 2012 - March 2014
New York Life Retirement Plan Services October 2011 - September 2012
New York Life Retirement Plan Services October 2010 - October 2011
New York Life Retirement Plan Services July 2010 - October 2010
New York Life Investment Management July 2008 - July 2010
UPS September 2007 - June 2008
Skills
Microstrategy, Prioritization, MS Project, Financial Reporting, Budgeting, Research, Forecasting, Business Intelligence, Budgets, Competitive Analysis, Management, Analysis, Strategy, SharePoint, Organization &..., Analytics, MicroStrategy, Financial Services, Investments, Finance, CRM, Leadership
Education
Passed Level I of the CFA examination in 2010 2010 — 2010
University of Massachusetts Dartmouth 2003 — 2008
BS, Finance
FINRA
Series 6
Thomas Clough Thomas Clough's New York Life Investment Management Experience January 2000 - December 2011
Job Vice President, Relationship Management
Industry Financial Services
Experience
DST Retirement Solutions July 2012 - Present
New York Life Investment Management January 2000 - December 2011
New York Life Benefit Services November 1997 - December 1999
New York Life Benefit Services November 1995 - October 1997
ADQ Inc. February 1986 - October 1995
New England Life Insurance Co. January 1978 - February 1986
Skills
ERISA, Defined Benefit, Relationship Management, Actuarial Consulting, 401k, Retirement, Retirement Planning, Management, Financial Services, Pensions, Leadership
Education
Plymouth State University 1974 — 1977
BA, Mathematics
DST Retirement Solutions July 2012 - Present
New York Life Investment Management January 2000 - December 2011
New York Life Benefit Services November 1997 - December 1999
New York Life Benefit Services November 1995 - October 1997
ADQ Inc. February 1986 - October 1995
New England Life Insurance Co. January 1978 - February 1986
Skills
ERISA, Defined Benefit, Relationship Management, Actuarial Consulting, 401k, Retirement, Retirement Planning, Management, Financial Services, Pensions, Leadership
Education
Plymouth State University 1974 — 1977
BA, Mathematics
Alan Akkaway Alan Akkaway's New York Life Investment Management Experience May 1996 - April 2011
Job Financial Analyst
Industry Financial Services
Experience
Prudential Financial November 2011 - July 2014
New York Life Investment Management May 1996 - April 2011
Corning Metpath Clinical Laboratories January 1994 - April 1996
Merrill Lynch January 1991 - December 1993
Skills
Valuation, Retirement, Insurance, Financial Services, Excel, Oracle Applications, Essbase, Financial Analysis, Financial Reporting, Mutual Funds, Microsoft Excel
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science, Finance
Prudential Financial November 2011 - July 2014
New York Life Investment Management May 1996 - April 2011
Corning Metpath Clinical Laboratories January 1994 - April 1996
Merrill Lynch January 1991 - December 1993
Skills
Valuation, Retirement, Insurance, Financial Services, Excel, Oracle Applications, Essbase, Financial Analysis, Financial Reporting, Mutual Funds, Microsoft Excel
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science, Finance
Liza R. Sosa's New York Life Investment Management Experience May 2012 - August 2012
Job Associate Manager, Creative Services Project Management at Prudential
Industry Marketing and Advertising
Experience
Prudential Financial March 2014 - Present
Prudential Financial September 2013 - March 2014
Freelance May 2009 - September 2013
New York Life Investment Management May 2012 - August 2012
New York City Economic Development Corporation April 2000 - May 2009
Lower West Side Services Corporation June 1999 - March 2000
Skills
Fluent in Spanish, Microsoft Office, Adobe Illustrator &..., InDesign, Pre-press, Graphic Design, Brochures, Packaging, mac and pc platforms, QuarkXPress, Lotus Notes, Ariba, Project Management, Advertising, Direct Marketing, Aprimo, MRU (Marketing Review...
Education
New York University 2007 — 2009
Certificate, Digital and Graphic Design Production Technology 2009
Parsons School of Design 2001 — 2003
Certificate, Graphic Design
City University of New York-Queens College 1994 — 1998
BS, Psychology
Prudential Financial March 2014 - Present
Prudential Financial September 2013 - March 2014
Freelance May 2009 - September 2013
New York Life Investment Management May 2012 - August 2012
New York City Economic Development Corporation April 2000 - May 2009
Lower West Side Services Corporation June 1999 - March 2000
Skills
Fluent in Spanish, Microsoft Office, Adobe Illustrator &..., InDesign, Pre-press, Graphic Design, Brochures, Packaging, mac and pc platforms, QuarkXPress, Lotus Notes, Ariba, Project Management, Advertising, Direct Marketing, Aprimo, MRU (Marketing Review...
Education
New York University 2007 — 2009
Certificate, Digital and Graphic Design Production Technology 2009
Parsons School of Design 2001 — 2003
Certificate, Graphic Design
City University of New York-Queens College 1994 — 1998
BS, Psychology
Caitlyn Camara Caitlyn Camara's New York Life Investment Management Experience 2008 - August 2010
Job Vice President, BlackRock, Institutional Client Business
Industry Investment Management
Experience
BlackRock September 2010 - Present
New York Life Investment Management 2008 - August 2010
New York Life Investment Management 2007 - 2008
Putnam Investments 2006 - 2007
Skills
Mutual Funds, Investments, Hedge Funds, Bloomberg, Morningstar Direct, Private Foundations, Endowments, Strategic Partnerships, Client Service Oriented, Key Account..., Financial Modeling, Financial Statement..., Quantitative Analytics, Economics, Analytic Problem Solving, Pension Funds, Fixed Income, Equities, Alternative Investments, High Yield, ETFs, Relationship Management, Public Speaking, Problem Solving, FINRA, US GAAP reporting, Corporate Finance, Real Estate, Series 7, Investment Strategies, Asset Management, Series 63, Securities, Bloomberg Terminal, Equity Research
Education
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science, Finance
FINRA Licensed Representative- Series 6, 63, 7
BlackRock September 2010 - Present
New York Life Investment Management 2008 - August 2010
New York Life Investment Management 2007 - 2008
Putnam Investments 2006 - 2007
Skills
Mutual Funds, Investments, Hedge Funds, Bloomberg, Morningstar Direct, Private Foundations, Endowments, Strategic Partnerships, Client Service Oriented, Key Account..., Financial Modeling, Financial Statement..., Quantitative Analytics, Economics, Analytic Problem Solving, Pension Funds, Fixed Income, Equities, Alternative Investments, High Yield, ETFs, Relationship Management, Public Speaking, Problem Solving, FINRA, US GAAP reporting, Corporate Finance, Real Estate, Series 7, Investment Strategies, Asset Management, Series 63, Securities, Bloomberg Terminal, Equity Research
Education
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science, Finance
FINRA Licensed Representative- Series 6, 63, 7
David J. Liszewski David J. Liszewski's New York Life Investment Management Experience February 2005 - May 2007
Job Sr. Application Developer at Interactions
Industry Computer Software
Experience
Interactions Corporation February 2011 - Present
Fidelity Investments June 2007 - January 2011
Extreme Reach 2009 - 2010
VeriSign September 2005 - May 2007
New York Life Investment Management February 2005 - May 2007
Aliaswire February 2003 - February 2005
iConverse February 2000 - November 2002
Philips Speech Processing June 1996 - February 2000
Voice Processing Corporation (VPC) July 1993 - May 1996
Data Acquisition Systems 1984 - 1991
Skills
CXF, Eclipse, Linux, Web Services, Java, Software Development, Software Engineering, Test Driven Development, Spring, Agile Methodologies, SQL, SSL, Databases, Maven, Integration, Unit Testing, High Availability, SOAP, Tomcat, VXML, Subversion, Software Design, System Architecture, IVR, Bash, Unix, SVN, Apache, Open Source, Ant, Scrum, JIRA, Object Oriented Design, High Performance..., VoiceXML, Jenkins, Information Security, Guitar, Software Packaging, System Administration, Model Driven Development, TDD, Bass, Mac OS X, Test Automation, Micro-Benchmarks, SSL Certificates, XML, TLS
Education
University at Buffalo 1975 — 1979
BS
University at Buffalo
Interactions Corporation February 2011 - Present
Fidelity Investments June 2007 - January 2011
Extreme Reach 2009 - 2010
VeriSign September 2005 - May 2007
New York Life Investment Management February 2005 - May 2007
Aliaswire February 2003 - February 2005
iConverse February 2000 - November 2002
Philips Speech Processing June 1996 - February 2000
Voice Processing Corporation (VPC) July 1993 - May 1996
Data Acquisition Systems 1984 - 1991
Skills
CXF, Eclipse, Linux, Web Services, Java, Software Development, Software Engineering, Test Driven Development, Spring, Agile Methodologies, SQL, SSL, Databases, Maven, Integration, Unit Testing, High Availability, SOAP, Tomcat, VXML, Subversion, Software Design, System Architecture, IVR, Bash, Unix, SVN, Apache, Open Source, Ant, Scrum, JIRA, Object Oriented Design, High Performance..., VoiceXML, Jenkins, Information Security, Guitar, Software Packaging, System Administration, Model Driven Development, TDD, Bass, Mac OS X, Test Automation, Micro-Benchmarks, SSL Certificates, XML, TLS
Education
University at Buffalo 1975 — 1979
BS
University at Buffalo
Lori Chase Lori Chase's New York Life Investment Management Experience 2006 - 2007
Job Director of Sales/Client Service at Institutional Investor
Industry Investment Management
Experience
Institutional Investor July 2007 - Present
New York Life Investment Management 2006 - 2007
United Asset Management 1997 - 2000
Regis Retirement Plan Services November 1994 - August 1995
Skills
Fun, Alternative Investments, Asset Management, Asset Managment, Due Diligence, Equities, Fixed Income, Flame Retardants, Hedge Funds, High Voltage, Investments, Management, Marketing, Marketing Strategy, Pension Funds, Private Equity, Sales, Shotokan Karate
Education
Northwestern University 1985 — 1988
Bachelor of Science, Theatre, Computer Science minor
Northwestern University 1984 — 1988
Bachelor of Science (B.S.), Theater major, Computer Science minor
Institutional Investor July 2007 - Present
New York Life Investment Management 2006 - 2007
United Asset Management 1997 - 2000
Regis Retirement Plan Services November 1994 - August 1995
Skills
Fun, Alternative Investments, Asset Management, Asset Managment, Due Diligence, Equities, Fixed Income, Flame Retardants, Hedge Funds, High Voltage, Investments, Management, Marketing, Marketing Strategy, Pension Funds, Private Equity, Sales, Shotokan Karate
Education
Northwestern University 1985 — 1988
Bachelor of Science, Theatre, Computer Science minor
Northwestern University 1984 — 1988
Bachelor of Science (B.S.), Theater major, Computer Science minor
Kevin O'Fee Kevin O'Fee's New York Life Investment Management Experience December 2001 - January 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Ignites March 2014 - May 2014
Fidelity Investments January 2012 - August 2013
USAA August 2010 - July 2011
Lincoln Financial Group March 2007 - July 2010
New York Life Investment Management December 2001 - January 2007
UBS PaineWebber December 1989 - December 2001
Merrill Lynch January 1985 - December 1988
Standard & Poor's January 1984 - January 1985
Merrill Lynch August 1981 - 1984
Skills
Retirement, Strategy, Product Management, 401k, Wealth Management, Investments, Asset Allocation, Mutual Funds, Series 7, IRAs, Leadership, Finance, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA
Rutgers University-New Brunswick 1975 — 1979
BA, English
Edward Jones September 2014 - Present
Ignites March 2014 - May 2014
Fidelity Investments January 2012 - August 2013
USAA August 2010 - July 2011
Lincoln Financial Group March 2007 - July 2010
New York Life Investment Management December 2001 - January 2007
UBS PaineWebber December 1989 - December 2001
Merrill Lynch January 1985 - December 1988
Standard & Poor's January 1984 - January 1985
Merrill Lynch August 1981 - 1984
Skills
Retirement, Strategy, Product Management, 401k, Wealth Management, Investments, Asset Allocation, Mutual Funds, Series 7, IRAs, Leadership, Finance, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA
Rutgers University-New Brunswick 1975 — 1979
BA, English
Chris Allen ☁'s New York Life Investment Management Experience August 2006 - February 2008
Job Account Executive Software Vertical at NetSuite
Industry Computer Software
Experience
NetSuite July 2015 - Present
Oracle August 2014 - July 2015
Oracle March 2013 - August 2014
Oracle May 2011 - March 2013
UPS October 2009 - May 2011
Performance Resource Group February 2008 - December 2008
New York Life Investment Management August 2006 - February 2008
Skills
Contract Negotiation, ERP, PeopleSoft, JD Edwards, Oracle Applications, HCM, Human Capital Management, Direct Sales, Inside Sales, Sales Process, Personnel Management, Enterprise Software, Business Intelligence, Oracle E-Business Suite, Selling, CRM, Business Development, Lead Generation, Account Management, Sales Operations, Cloud Computing, Leadership, Management, Cold Calling, Sales, B2B, Software Industry, Sales Management
Education
University of Massachusetts Dartmouth 2001 — 2006
BS, Finance
NetSuite July 2015 - Present
Oracle August 2014 - July 2015
Oracle March 2013 - August 2014
Oracle May 2011 - March 2013
UPS October 2009 - May 2011
Performance Resource Group February 2008 - December 2008
New York Life Investment Management August 2006 - February 2008
Skills
Contract Negotiation, ERP, PeopleSoft, JD Edwards, Oracle Applications, HCM, Human Capital Management, Direct Sales, Inside Sales, Sales Process, Personnel Management, Enterprise Software, Business Intelligence, Oracle E-Business Suite, Selling, CRM, Business Development, Lead Generation, Account Management, Sales Operations, Cloud Computing, Leadership, Management, Cold Calling, Sales, B2B, Software Industry, Sales Management
Education
University of Massachusetts Dartmouth 2001 — 2006
BS, Finance
Zac Mattey Zac Mattey's New York Life Investment Management Experience 2001 - 2003
Job Senior Vice President, Head of Global M&A Business Development
Industry Venture Capital & Private Equity
Experience
CoBe Capital July 2013 - Present
Alvarez & Marsal October 2009 - July 2013
McKinsey & Company September 2007 - July 2009
Procter & Gamble June 2006 - September 2006
TSE Sports & Entertainment December 2003 - July 2005
New York Life Investment Management 2001 - 2003
Skills
Private Equity, Mergers & Acquisitions, Business Development, Strategy, Financial Modeling, Valuation, Due Diligence, Corporate Development, Operational Turnaround, Corporate Divestitures, Complex Carve-outs, Business Strategy, Sales Operations, Sales Management, Cross-functional Team..., Marketing Strategy, Go-to-market Strategy, Competitive Analysis, Customer Insight, Strategic Planning, Divestitures
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
University of Michigan 1997 — 2001
BA, Economics
CoBe Capital July 2013 - Present
Alvarez & Marsal October 2009 - July 2013
McKinsey & Company September 2007 - July 2009
Procter & Gamble June 2006 - September 2006
TSE Sports & Entertainment December 2003 - July 2005
New York Life Investment Management 2001 - 2003
Skills
Private Equity, Mergers & Acquisitions, Business Development, Strategy, Financial Modeling, Valuation, Due Diligence, Corporate Development, Operational Turnaround, Corporate Divestitures, Complex Carve-outs, Business Strategy, Sales Operations, Sales Management, Cross-functional Team..., Marketing Strategy, Go-to-market Strategy, Competitive Analysis, Customer Insight, Strategic Planning, Divestitures
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
University of Michigan 1997 — 2001
BA, Economics
Ronald Granberg CFA Ronald Granberg CFA's New York Life Investment Management Experience May 1998 - April 2006
Job President at Clearwater Investment Management LLC
Industry Financial Services
Experience
Clearwater Investment Management LLC February 2012 - Present
Individual Investor February 2008 - January 2012
Old Mutual Financial Network March 2007 - January 2008
New York Life Investment Management May 1998 - April 2006
Skills
Portfolio Management, Investments, Mutual Funds, Insurance, Asset Managment, Financial Services, Fixed Income, Relationship Management, Risk Management, Derivatives, Financial Analysis, Fixed Annuities, Finance, Life Insurance, Asset Allocation, Securities, Hedge Funds, Asset Management
Education
Rutgers Business School 1992 — 1994
MBA, Finance
Rutgers University-New Brunswick 1987 — 1991
BA, Political Science
Somerville High 1983 — 1987
Clearwater Investment Management LLC February 2012 - Present
Individual Investor February 2008 - January 2012
Old Mutual Financial Network March 2007 - January 2008
New York Life Investment Management May 1998 - April 2006
Skills
Portfolio Management, Investments, Mutual Funds, Insurance, Asset Managment, Financial Services, Fixed Income, Relationship Management, Risk Management, Derivatives, Financial Analysis, Fixed Annuities, Finance, Life Insurance, Asset Allocation, Securities, Hedge Funds, Asset Management
Education
Rutgers Business School 1992 — 1994
MBA, Finance
Rutgers University-New Brunswick 1987 — 1991
BA, Political Science
Somerville High 1983 — 1987
Daniel Herzog Daniel Herzog's New York Life Investment Management Experience April 1997 - July 2003
Job President at Evergreen Pension Consultants
Industry Financial Services
Experience
Evergreen Pension Consultants April 2010 - Present
Co Biz / Financial Designs October 2005 - April 2010
Convergent Retirement Plans April 2004 - September 2005
New York Life Investment Management April 1997 - July 2003
Invesco June 1990 - April 1997
Universal Pensions August 1985 - June 1990
Brainerd Recreational Supply, Inc. May 1980 - July 1985
Skills
Pension Programs,..., Strategic Planning, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Asset Management, Risk Management, Wealth Management, Equities, Valuation, Corporate Finance, New Business Development, Business Development, Banking
Education
St. Cloud State University 1978 — 1980
Bachelor of Science (B.S.), Finance/Management
University of Minnesota-Twin Cities 1976 — 1978
Evergreen Pension Consultants April 2010 - Present
Co Biz / Financial Designs October 2005 - April 2010
Convergent Retirement Plans April 2004 - September 2005
New York Life Investment Management April 1997 - July 2003
Invesco June 1990 - April 1997
Universal Pensions August 1985 - June 1990
Brainerd Recreational Supply, Inc. May 1980 - July 1985
Skills
Pension Programs,..., Strategic Planning, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Asset Management, Risk Management, Wealth Management, Equities, Valuation, Corporate Finance, New Business Development, Business Development, Banking
Education
St. Cloud State University 1978 — 1980
Bachelor of Science (B.S.), Finance/Management
University of Minnesota-Twin Cities 1976 — 1978
Steve Ostella Steve Ostella's New York Life Investment Management Experience September 2013 - July 2015
Job IT Specialist at Compassionate Care Hospice
Industry Higher Education
Experience
Compassionate Care Hospice July 2015 - Present
New York Life Investment Management September 2013 - July 2015
Catcom Computers January 2012 - November 2013
Richard Stockton College September 2010 - December 2011
Fast-teks On-Site Computer Services August 2009 - September 2010
Skills
A+ Certified IT..., Computer Repair, Computer Hardware, Windows 7, Norton Ghost, Troubleshooting, Active Directory, Network+, Laptops, CompTIA Network+, CompTIA, Windows Server, Remote Desktop, Printers, Group Policy, Dell Computers, Technical Support, CompTIA A+ Certification, Computer Maintenance, Virus Removal, A+, Networking, Hardware
Education
Richard Stockton College of New Jersey 2010 — 2013
Computer Science
Chubb Institute 2007 — 2008
Technical Diploma, Computer Systems Networking and Telecommunications
Compassionate Care Hospice July 2015 - Present
New York Life Investment Management September 2013 - July 2015
Catcom Computers January 2012 - November 2013
Richard Stockton College September 2010 - December 2011
Fast-teks On-Site Computer Services August 2009 - September 2010
Skills
A+ Certified IT..., Computer Repair, Computer Hardware, Windows 7, Norton Ghost, Troubleshooting, Active Directory, Network+, Laptops, CompTIA Network+, CompTIA, Windows Server, Remote Desktop, Printers, Group Policy, Dell Computers, Technical Support, CompTIA A+ Certification, Computer Maintenance, Virus Removal, A+, Networking, Hardware
Education
Richard Stockton College of New Jersey 2010 — 2013
Computer Science
Chubb Institute 2007 — 2008
Technical Diploma, Computer Systems Networking and Telecommunications
Gary Brewin's New York Life Investment Management Experience March 2004 - July 2005
Job Account Manager at Monster
Industry Staffing and Recruiting
Experience
Monster August 2014 - Present
ASML / CYMER September 2012 - Present
Monster August 2012 - Present
Boxford Executive Search Group INC. August 2009 - August 2012
Oxford Global Resources/Centerpoint January 2011 - June 2012
A&A Search February 2007 - February 2009
BeneTemps June 2005 - February 2007
New York Life Investment Management March 2004 - July 2005
Fidelity Investments 1998 - 2002
Skills
Recruiting, Sourcing, Headhunt, Boolean Logic, Talent Acquisition, Executive Search, Retained Search, Technology Recruitment, Contract Recruitment, Permanent Staffing, Project Staffing, Applicant Tracking..., Cold Calling, Medical Devices, Name Development, Talent Mining, Google+, TalentLink, Avature
Education
Northeastern University
Bachelor of Science, Business Administration
Monster August 2014 - Present
ASML / CYMER September 2012 - Present
Monster August 2012 - Present
Boxford Executive Search Group INC. August 2009 - August 2012
Oxford Global Resources/Centerpoint January 2011 - June 2012
A&A Search February 2007 - February 2009
BeneTemps June 2005 - February 2007
New York Life Investment Management March 2004 - July 2005
Fidelity Investments 1998 - 2002
Skills
Recruiting, Sourcing, Headhunt, Boolean Logic, Talent Acquisition, Executive Search, Retained Search, Technology Recruitment, Contract Recruitment, Permanent Staffing, Project Staffing, Applicant Tracking..., Cold Calling, Medical Devices, Name Development, Talent Mining, Google+, TalentLink, Avature
Education
Northeastern University
Bachelor of Science, Business Administration
Paul Fehre, CFA Paul Fehre, CFA's New York Life Investment Management Experience 2009 - 2012
Job Chief Operating Officer | Senior Asset Management Operations Executive
Industry Investment Management
Experience
Muzinich & Co June 2014 - Present
New York Life Investment Management 2009 - 2012
New York Life Investment Management 2006 - 2009
New York Life Investment Management 2002 - 2006
JPMorgan Chase 1999 - 2002
JPMorgan Chase 1995 - 1999
CNA Financial (formerly Continental Corporation/Continental Insurance) 1990 - 1995
CNA Financial (formerly Continental Corporation/Continental Insurance) 1986 - 1990
Skills
Strategic Planning, Strategy Execution, Leadership, Asset Managment, Change Management, Cross-functional Team..., Team Management, Operations Management, Performance Improvement, Innovation, Risk Management, Restructuring, Outsourcing, Information Technology, Vendor Management, Product Launch, Project Management, Product Management, Marketing, Customer Service, Problem Solving, Negotiation, Talent Development, Asset Management, Derivatives, Securities, Investment Management, Equities, Mutual Funds, CRM, Investments, Talent Management, Hedge Funds, Management, Analysis, Alternative Investments, Business Strategy, Financial Reporting, Insurance
Education
Rider University
Bachelor's Degree, Accounting and Finance
Muzinich & Co June 2014 - Present
New York Life Investment Management 2009 - 2012
New York Life Investment Management 2006 - 2009
New York Life Investment Management 2002 - 2006
JPMorgan Chase 1999 - 2002
JPMorgan Chase 1995 - 1999
CNA Financial (formerly Continental Corporation/Continental Insurance) 1990 - 1995
CNA Financial (formerly Continental Corporation/Continental Insurance) 1986 - 1990
Skills
Strategic Planning, Strategy Execution, Leadership, Asset Managment, Change Management, Cross-functional Team..., Team Management, Operations Management, Performance Improvement, Innovation, Risk Management, Restructuring, Outsourcing, Information Technology, Vendor Management, Product Launch, Project Management, Product Management, Marketing, Customer Service, Problem Solving, Negotiation, Talent Development, Asset Management, Derivatives, Securities, Investment Management, Equities, Mutual Funds, CRM, Investments, Talent Management, Hedge Funds, Management, Analysis, Alternative Investments, Business Strategy, Financial Reporting, Insurance
Education
Rider University
Bachelor's Degree, Accounting and Finance
Sue McCaffrey Sue McCaffrey's New York Life Investment Management Experience March 2000 - January 2004
Job Vice President at Lowry Research
Industry Financial Services
Experience
Lowry Research 2007 - Present
New York life investment management March 2000 - January 2004
Skills
Hedge Funds, Trading, Equities, Derivatives, Financial Markets, Options, Investments
Education
College of Notre Dame of Maryland 1975 — 1979
Lowry Research 2007 - Present
New York life investment management March 2000 - January 2004
Skills
Hedge Funds, Trading, Equities, Derivatives, Financial Markets, Options, Investments
Education
College of Notre Dame of Maryland 1975 — 1979
Rick Fuerman Rick Fuerman's New York Life Investment Management Experience 2001 - 2002
Job Vice President, Head of Marketing and Communications at Lightstone
Industry Financial Services
Experience
Lightstone April 2014 - Present
Transamerica Retirement Solutions October 2010 - November 2013
OppenheimerFunds July 2006 - January 2009
ICMA-RC 2004 - 2006
The Newport Group 2003 - 2004
New York Life Investment Management 2001 - 2002
New York Life Investment Management 2000 - 2001
New York Life Investment Management 1998 - 2000
UAM Retirement Services 1996 - 1998
Skills
Mutual Funds, Investments, Retirement, Alternative Investments, REIT, Leadership, Financial Services, Retirement Planning, 401k, Marketing Strategy, Marketing Communications, Business Planning, Direct Marketing, Product Management, Product Marketing, Asset Management, Marketing, Social Media Marketing, Strategic Planning, Defined Benefit, IRA's, FINRA, New Business Development, Customer Service, Product Development, Pensions, ERISA, Consultative Selling, Thought Leadership, Customer Relations, Competitive Analysis, Variable Annuities, B2B Marketing, Creative Direction, Management, Strategy, Business Development, Sales
Education
MBA, Temple University- Fox School of Business
Master of Business Administration (M.B.A.)
Wilkes University
B.S., Business Administration
The Hill School
Lightstone April 2014 - Present
Transamerica Retirement Solutions October 2010 - November 2013
OppenheimerFunds July 2006 - January 2009
ICMA-RC 2004 - 2006
The Newport Group 2003 - 2004
New York Life Investment Management 2001 - 2002
New York Life Investment Management 2000 - 2001
New York Life Investment Management 1998 - 2000
UAM Retirement Services 1996 - 1998
Skills
Mutual Funds, Investments, Retirement, Alternative Investments, REIT, Leadership, Financial Services, Retirement Planning, 401k, Marketing Strategy, Marketing Communications, Business Planning, Direct Marketing, Product Management, Product Marketing, Asset Management, Marketing, Social Media Marketing, Strategic Planning, Defined Benefit, IRA's, FINRA, New Business Development, Customer Service, Product Development, Pensions, ERISA, Consultative Selling, Thought Leadership, Customer Relations, Competitive Analysis, Variable Annuities, B2B Marketing, Creative Direction, Management, Strategy, Business Development, Sales
Education
MBA, Temple University- Fox School of Business
Master of Business Administration (M.B.A.)
Wilkes University
B.S., Business Administration
The Hill School
Rob Mattson Rob Mattson's New York Life Investment Management Experience August 2006 - August 2007
Job VP, Managing Director Rebids at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments January 2010 - May 2015
Prudential Financial September 2007 - March 2009
New York Life Investment Management August 2006 - August 2007
Fidelity Investments October 1994 - August 2006
Watson Wyatt Worldwide April 1986 - October 1994
Skills
Defined Benefit, Pensions, Benefits, Client Service, Administration, 401k, Benefits Administration, Business Planning, CRM, Client Services, Defined Contribution, Employee Benefits, Financial Services, Leadership, Management, Mutual Funds, Process Improvement, Relationship Management, Strategy, Team Building
Education
Plymouth State University 1981 — 1985
B.A.
Hollis Area High School
Fidelity Investments May 2015 - Present
Fidelity Investments January 2010 - May 2015
Prudential Financial September 2007 - March 2009
New York Life Investment Management August 2006 - August 2007
Fidelity Investments October 1994 - August 2006
Watson Wyatt Worldwide April 1986 - October 1994
Skills
Defined Benefit, Pensions, Benefits, Client Service, Administration, 401k, Benefits Administration, Business Planning, CRM, Client Services, Defined Contribution, Employee Benefits, Financial Services, Leadership, Management, Mutual Funds, Process Improvement, Relationship Management, Strategy, Team Building
Education
Plymouth State University 1981 — 1985
B.A.
Hollis Area High School
David Azzati David Azzati's New York Life Investment Management Experience November 2003 - Present
Job Director at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management November 2003 - Present
Pershing, a BNY Mellon company January 2000 - November 2003
Skills
Separately Managed..., Operations Management, Trading, Trading Systems, Financial Services, Alternative Investments, FINRA, Securities, Wealth Management, Mutual Funds, Investments, Asset Allocation, Fixed Income, Equities, Bonds, Bloomberg, Investment Strategies, Asset Management
Education
New Jersey City University 1997 — 2004
Master's degree, Counseling Psychology
New Jersey City University 1993 — 1997
Bachelor of Arts (B.A.), Psychology
New York Life Investment Management November 2003 - Present
Pershing, a BNY Mellon company January 2000 - November 2003
Skills
Separately Managed..., Operations Management, Trading, Trading Systems, Financial Services, Alternative Investments, FINRA, Securities, Wealth Management, Mutual Funds, Investments, Asset Allocation, Fixed Income, Equities, Bonds, Bloomberg, Investment Strategies, Asset Management
Education
New Jersey City University 1997 — 2004
Master's degree, Counseling Psychology
New Jersey City University 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Christopher Jaeger Christopher Jaeger's New York Life Investment Management Experience January 2014 - Present
Job Front End Web Developer at New York Life Investment Group
Industry Internet
Experience
New York Life Investment Management January 2014 - Present
The Creative Group March 2013 - December 2013
seeJaeger October 2011 - March 2013
Skills
WordPress, Photoshop, PHP, Web Design, Web Development, Website Development, Graphic Design, Project Management, Illustrator, CSS, HTML 5, jQuery, Typography, SEO, CSS3, User Experience, Social Media Marketing, Copywriting, Brand Development, Logo Design, MySQL, Email Marketing, Online Marketing, JavaScript, Adobe Creative Suite, Web Project Management, Content Management, User Interface Design, CMS, E-commerce, Leadership, HTML, Management, HTML5
Education
New Jersey Institute of Technology 2004 — 2010
Bachelor of Science (B.S.), Computer Engineering
New York Life Investment Management January 2014 - Present
The Creative Group March 2013 - December 2013
seeJaeger October 2011 - March 2013
Skills
WordPress, Photoshop, PHP, Web Design, Web Development, Website Development, Graphic Design, Project Management, Illustrator, CSS, HTML 5, jQuery, Typography, SEO, CSS3, User Experience, Social Media Marketing, Copywriting, Brand Development, Logo Design, MySQL, Email Marketing, Online Marketing, JavaScript, Adobe Creative Suite, Web Project Management, Content Management, User Interface Design, CMS, E-commerce, Leadership, HTML, Management, HTML5
Education
New Jersey Institute of Technology 2004 — 2010
Bachelor of Science (B.S.), Computer Engineering
Aaron Fullilove Aaron Fullilove's New York Life Investment Management Experience 1999 - 2004
Job Consultant at BCT Partners
Industry Higher Education
Experience
The Brunswick Group/ BCT Partners November 2012 - January 2015
RPM Development Group June 2011 - August 2011
Brick City Development Corporation May 2010 - August 2010
UBS Wealth Management November 2008 - December 2009
AXA Advisors November 2006 - November 2008
TIAA-CREF November 2005 - October 2006
New York Life December 2004 - November 2005
New York Life Investment Management 1999 - 2004
Skills
Financial Analysis, Economic Development, Real Estate, Real Estate Development, Analysis, Market Research, Series 7, Real Estate Economics, Project Planning, Affordable Housing, Property Management, Mutual Funds, Investments, Series 63, Financial Reporting
Education
Rutgers University 2010 — 2012
Master of City and Regional Planning (MCRP), Urban & Community Development/ Real Estate and Housing
Temple University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
St. Benedict's Prep. 1992 — 1995
The Brunswick Group/ BCT Partners November 2012 - January 2015
RPM Development Group June 2011 - August 2011
Brick City Development Corporation May 2010 - August 2010
UBS Wealth Management November 2008 - December 2009
AXA Advisors November 2006 - November 2008
TIAA-CREF November 2005 - October 2006
New York Life December 2004 - November 2005
New York Life Investment Management 1999 - 2004
Skills
Financial Analysis, Economic Development, Real Estate, Real Estate Development, Analysis, Market Research, Series 7, Real Estate Economics, Project Planning, Affordable Housing, Property Management, Mutual Funds, Investments, Series 63, Financial Reporting
Education
Rutgers University 2010 — 2012
Master of City and Regional Planning (MCRP), Urban & Community Development/ Real Estate and Housing
Temple University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
St. Benedict's Prep. 1992 — 1995
Kevin Kizik Kevin Kizik's New York Life Investment Management Experience January 2013 - April 2015
Job Sales Consultant, Pacific Northwest
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life Investment Management January 2013 - April 2015
New York Life Investment Management December 2010 - January 2013
Income Research & Management May 2008 - August 2008
Skills
Mutual Funds, Asset Managment, Fixed Income, Asset Allocation, Investments, Asset Management, Retirement Planning, Retirement, Portfolio Management, Series 63, Series 6, 401k, Securities, Investment Strategies, Hedge Funds, Alternative Investments, Investment Advisory, Investment Management, ETFs, Uniform Combined State...
Education
University of Massachusetts Dartmouth 2005 — 2010
Bachelor of Science (B.S.), Finance
John Hancock Financial Services April 2015 - Present
New York Life Investment Management January 2013 - April 2015
New York Life Investment Management December 2010 - January 2013
Income Research & Management May 2008 - August 2008
Skills
Mutual Funds, Asset Managment, Fixed Income, Asset Allocation, Investments, Asset Management, Retirement Planning, Retirement, Portfolio Management, Series 63, Series 6, 401k, Securities, Investment Strategies, Hedge Funds, Alternative Investments, Investment Advisory, Investment Management, ETFs, Uniform Combined State...
Education
University of Massachusetts Dartmouth 2005 — 2010
Bachelor of Science (B.S.), Finance
Jim Drury Jim Drury's New York Life Investment Management Experience January 2001 - September 2006
Job MD, Corporate Bond Research, AIG Asset Management Group
Industry Investment Management
Experience
AIG Asset Management Group September 2009 - Present
Harding Advisory LLC September 2006 - April 2008
New York Life Investment Management January 2001 - September 2006
INVESCO November 1998 - December 2000
Bear Stearns May 1993 - June 1998
Prudential Securities December 1986 - April 1993
The First Boston Corporation October 1985 - November 1986
Standard & Poor's October 1981 - September 1985
Price Waterhouse June 1977 - September 1981
Skills
Derivatives, Valuation, Portfolio Management, Fixed Income, Trading, Financial Modeling, Management, Financial Analysis, Investment Banking, Capital Markets, Fixed Income Analysis, Investments, Risk Management, Corporate Finance, Securities, Bonds, Private Equity, Asset Management, Hedge Funds, CDO, High Yield, Credit Analysis, Mergers & Acquisitions, Equities, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
M.B.A., Finance
University of Delaware 1973 — 1977
B.S., Accounting
AIG Asset Management Group September 2009 - Present
Harding Advisory LLC September 2006 - April 2008
New York Life Investment Management January 2001 - September 2006
INVESCO November 1998 - December 2000
Bear Stearns May 1993 - June 1998
Prudential Securities December 1986 - April 1993
The First Boston Corporation October 1985 - November 1986
Standard & Poor's October 1981 - September 1985
Price Waterhouse June 1977 - September 1981
Skills
Derivatives, Valuation, Portfolio Management, Fixed Income, Trading, Financial Modeling, Management, Financial Analysis, Investment Banking, Capital Markets, Fixed Income Analysis, Investments, Risk Management, Corporate Finance, Securities, Bonds, Private Equity, Asset Management, Hedge Funds, CDO, High Yield, Credit Analysis, Mergers & Acquisitions, Equities, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
M.B.A., Finance
University of Delaware 1973 — 1977
B.S., Accounting
Harvey Fram's New York Life Investment Management Experience February 1999 - February 2013
Job Founder and Portfolio Manager at Constantia Capital LLC
Industry Financial Services
Experience
Constantia Capital March 2013 - Present
Madison Square Investors 2000 - February 2013
New York Life Investment Management February 1999 - February 2013
NYLIM, Inc. 1999 - February 2013
New York Life Asset Management 1999 - February 2013
ITG 1995 - 1999
Skills
Investments, Asset Allocation, Equities, Hedge Funds, Asset Managment, Investment Strategies, Fixed Income, Portfolio Management, Equity Research, Investment Management, Investment Advisory, Mutual Funds, Capital Markets, Alternative Investments, Series 63, Valuation, Bloomberg, Derivatives, Asset Management, Wealth Management, Financial Modeling, Trading
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), Finance, General
University of the Witwatersrand 1979 — 1982
Bachelor of Science (BSc), Electrical and Electronics Engineering
Constantia Capital March 2013 - Present
Madison Square Investors 2000 - February 2013
New York Life Investment Management February 1999 - February 2013
NYLIM, Inc. 1999 - February 2013
New York Life Asset Management 1999 - February 2013
ITG 1995 - 1999
Skills
Investments, Asset Allocation, Equities, Hedge Funds, Asset Managment, Investment Strategies, Fixed Income, Portfolio Management, Equity Research, Investment Management, Investment Advisory, Mutual Funds, Capital Markets, Alternative Investments, Series 63, Valuation, Bloomberg, Derivatives, Asset Management, Wealth Management, Financial Modeling, Trading
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), Finance, General
University of the Witwatersrand 1979 — 1982
Bachelor of Science (BSc), Electrical and Electronics Engineering
Mark Sloss Mark Sloss's New York Life Investment Management Experience 1994 - 2005
Job Head of Investment Management Models & Portfolios at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management Americas June 2015 - Present
UBS Wealth Management Americas May 2005 - Present
Northbranch Records, LLC dba/ Professional Wind Instrument Consultants January 2001 - Present
UBS Wealth Management Americas January 2009 - May 2015
UBS Wealth Management Americas April 2012 - November 2013
UBS Wealth Management February 2007 - December 2008
UBS Wealth Management May 2005 - January 2007
New York Life Investment Management 1994 - 2005
Skills
Portfolio Management, Investment Research, Variable Annuities, Sustainability, Charities, Philanthropy, Impact Investing, Retirement Plan..., Business Strategy, New Business Development, Entrepreneurship, Performing Arts, Music Industry, Musicians, Music Production, Musical Instruments, Studio Recording, Live Recording, Record Labels, Alternative Investments, Tactical Asset..., Global Tactical Asset..., Asset Allocation, Institutional..., Multi-family Investments, Research, Market Research, Investments, Strategy, Mutual Funds, Wealth Management, Management
Education
Northwestern University 1986 — 1990
BM, Music
UBS Wealth Management Americas June 2015 - Present
UBS Wealth Management Americas May 2005 - Present
Northbranch Records, LLC dba/ Professional Wind Instrument Consultants January 2001 - Present
UBS Wealth Management Americas January 2009 - May 2015
UBS Wealth Management Americas April 2012 - November 2013
UBS Wealth Management February 2007 - December 2008
UBS Wealth Management May 2005 - January 2007
New York Life Investment Management 1994 - 2005
Skills
Portfolio Management, Investment Research, Variable Annuities, Sustainability, Charities, Philanthropy, Impact Investing, Retirement Plan..., Business Strategy, New Business Development, Entrepreneurship, Performing Arts, Music Industry, Musicians, Music Production, Musical Instruments, Studio Recording, Live Recording, Record Labels, Alternative Investments, Tactical Asset..., Global Tactical Asset..., Asset Allocation, Institutional..., Multi-family Investments, Research, Market Research, Investments, Strategy, Mutual Funds, Wealth Management, Management
Education
Northwestern University 1986 — 1990
BM, Music
Bill Higgins Bill Higgins's New York Life Investment Management Experience January 2006 - July 2015
Job Vice President, American Beacon
Industry Investment Management
Experience
American Beacon Advisors August 2015 - Present
New York Life Investment Management January 2006 - July 2015
Constellation Funds Group June 2004 - January 2006
Pilgrim Baxter & Associates December 1999 - June 2004
Provident Mutual Pension Sevices October 1993 - December 1999
Alexander & Alexander Consulting Group January 1992 - October 1993
Mid America Group July 1990 - December 1991
Skills
Defined Contribution, Investments, Asset Managment, Alternative Investments, Mutual Funds, Equities, Hedge Funds, Asset Allocation, Series 63, Fixed Income, Investment Advisory, Investment Management, 401k, Retirement, Institutional..., Pensions
Education
University of Scranton
B.S., Economics/Finance
American Beacon Advisors August 2015 - Present
New York Life Investment Management January 2006 - July 2015
Constellation Funds Group June 2004 - January 2006
Pilgrim Baxter & Associates December 1999 - June 2004
Provident Mutual Pension Sevices October 1993 - December 1999
Alexander & Alexander Consulting Group January 1992 - October 1993
Mid America Group July 1990 - December 1991
Skills
Defined Contribution, Investments, Asset Managment, Alternative Investments, Mutual Funds, Equities, Hedge Funds, Asset Allocation, Series 63, Fixed Income, Investment Advisory, Investment Management, 401k, Retirement, Institutional..., Pensions
Education
University of Scranton
B.S., Economics/Finance
Neal McDonough Neal McDonough's New York Life Investment Management Experience March 2005 - July 2006
Job Consultant at Corporate Art, LLC
Industry Design
Experience
Corporate Art, LLC April 2008 - Present
Brighton Gardens of Saddle River July 2006 - September 2007
New York Life Investment Management March 2005 - July 2006
Graphic Point, Inc. 1999 - 2001
Skills
Strategic Planning, Marketing Strategy, Social Networking, Community Outreach, Team Building, Advertising, New Business Development, Business Development, Sales, Project Management, Copywriting, Coaching, Editing, Public Relations, Entrepreneurship, Start-ups, Corporate Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1998
BA
University of Maryland Baltimore County 1987 — 1988
Corporate Art, LLC April 2008 - Present
Brighton Gardens of Saddle River July 2006 - September 2007
New York Life Investment Management March 2005 - July 2006
Graphic Point, Inc. 1999 - 2001
Skills
Strategic Planning, Marketing Strategy, Social Networking, Community Outreach, Team Building, Advertising, New Business Development, Business Development, Sales, Project Management, Copywriting, Coaching, Editing, Public Relations, Entrepreneurship, Start-ups, Corporate Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1998
BA
University of Maryland Baltimore County 1987 — 1988
Shanan Mathias Shanan Mathias's New York Life Investment Management Experience April 2014 - Present
Job Financial Services
Industry Financial Services
Experience
New York Life Investment Management April 2014 - Present
EMF Financial Products September 2007 - March 2014
IBM November 2004 - May 2007
Skills
Financial Analysis, Financial Reporting, Corporate Actions, Competitive Analysis, Business Analysis, Forecasting, Fixed Income, Hedge Funds, Financial Modeling, Valuation, Budgets, Management, Corporate Finance, Strategic Financial..., Business Process..., Strategy, CRM, Fund Accounting, Financial Planning
Education
Pace University 2004 — 2007
MS, Accounting
University of Mumbai 2002 — 2004
Masters, Business Management
National College 1998 — 2002
Bachelor of Commerce (BCom), Management
New York Life Investment Management April 2014 - Present
EMF Financial Products September 2007 - March 2014
IBM November 2004 - May 2007
Skills
Financial Analysis, Financial Reporting, Corporate Actions, Competitive Analysis, Business Analysis, Forecasting, Fixed Income, Hedge Funds, Financial Modeling, Valuation, Budgets, Management, Corporate Finance, Strategic Financial..., Business Process..., Strategy, CRM, Fund Accounting, Financial Planning
Education
Pace University 2004 — 2007
MS, Accounting
University of Mumbai 2002 — 2004
Masters, Business Management
National College 1998 — 2002
Bachelor of Commerce (BCom), Management
Mackenzie Kagel Mackenzie Kagel's New York Life Investment Management Experience June 2008 - August 2008
Job Learning and Development Manager at GLG (Gerson Lehrman Group)
Industry Human Resources
Experience
GLG (Gerson Lehrman Group) May 2015 - Present
New York Life Insurance Company October 2012 - May 2015
Teach for America June 2010 - August 2012
Cognitive and Social Development Psychology Lab August 2008 - June 2010
New York Life Investment Management June 2008 - August 2008
Skills
Teaching, Training, Educational Leadership, Curriculum Design, Editing, Leadership, Microsoft Office, PowerPoint, Research, Public Speaking
Education
University of Pennsylvania 2010 — 2012
Master of Science (M.S.), Urban Education and Leadership
Penn State University 2006 — 2010
Bachelor of Arts (B.A.), Psychology, Sociology
GLG (Gerson Lehrman Group) May 2015 - Present
New York Life Insurance Company October 2012 - May 2015
Teach for America June 2010 - August 2012
Cognitive and Social Development Psychology Lab August 2008 - June 2010
New York Life Investment Management June 2008 - August 2008
Skills
Teaching, Training, Educational Leadership, Curriculum Design, Editing, Leadership, Microsoft Office, PowerPoint, Research, Public Speaking
Education
University of Pennsylvania 2010 — 2012
Master of Science (M.S.), Urban Education and Leadership
Penn State University 2006 — 2010
Bachelor of Arts (B.A.), Psychology, Sociology
Polly Davis Polly Davis's New York Life Investment Management Experience May 2013 - January 2014
Job Marketing Procurement Manager at Pernod Ricard USA
Industry Marketing and Advertising
Experience
Pernod Ricard USA January 2015 - Present
Pernod Ricard USA January 2014 - January 2015
New York Life Investment Management May 2013 - January 2014
Williams Lea October 2009 - January 2012
Elizabeth Arden February 1990 - October 2009
Conair Corporation 1986 - 1990
Cappiello & Chabrowe 1980 - 1986
Skills
Vendor Relations, Category Management, Strategic Sourcing, Account Management, Purchasing, Procurement, On-Press Approvals, Vendor, Supplier Performance, Supplier Identification, Total Cost Reduction, Purchasing Negotiation, Supplier Sourcing, Advertising, Vendors, Management, Packaging, Direct Marketing, Brand Management, Cross-functional Team..., New Business Development, Print Management, Direct Mail, Marketing, Marketing Communications, Supply Chain, Marketing Strategy, Catalogs, Project Management, Supply Chain Management, Brand Development, Team Leadership, B2B, Trade Shows, Consumer Products, Multi-channel Marketing, Leadership, Email Marketing, Digital Marketing, Competitive Analysis, Creative Problem Solving, Critical Thinking, Creative Direction, Operational Excellence
Education
Ramapo College of New Jersey 1976 — 1979
B.A., American Studies, Literature, Music
University of North Carolina at Chapel Hill 1973 — 1974
Music Performance
Pernod Ricard USA January 2015 - Present
Pernod Ricard USA January 2014 - January 2015
New York Life Investment Management May 2013 - January 2014
Williams Lea October 2009 - January 2012
Elizabeth Arden February 1990 - October 2009
Conair Corporation 1986 - 1990
Cappiello & Chabrowe 1980 - 1986
Skills
Vendor Relations, Category Management, Strategic Sourcing, Account Management, Purchasing, Procurement, On-Press Approvals, Vendor, Supplier Performance, Supplier Identification, Total Cost Reduction, Purchasing Negotiation, Supplier Sourcing, Advertising, Vendors, Management, Packaging, Direct Marketing, Brand Management, Cross-functional Team..., New Business Development, Print Management, Direct Mail, Marketing, Marketing Communications, Supply Chain, Marketing Strategy, Catalogs, Project Management, Supply Chain Management, Brand Development, Team Leadership, B2B, Trade Shows, Consumer Products, Multi-channel Marketing, Leadership, Email Marketing, Digital Marketing, Competitive Analysis, Creative Problem Solving, Critical Thinking, Creative Direction, Operational Excellence
Education
Ramapo College of New Jersey 1976 — 1979
B.A., American Studies, Literature, Music
University of North Carolina at Chapel Hill 1973 — 1974
Music Performance
Barbara Leek Barbara Leek's New York Life Investment Management Experience July 2004 - June 2005
Job Senior Communications Analyst at Xerox
Industry Information Technology and Services
Experience
Xerox March 2012 - Present
Fidelity Investments May 2007 - October 2011
Fidelity Investments July 2005 - April 2007
New York Life Investment Management July 2004 - June 2005
Fidelity Investments April 2003 - July 2004
Fidelity Investments March 2002 - March 2003
Fidelity Investments November 1999 - March 2002
Skills
Requirements elicitation, Functional..., Requirements..., Product Requirements, TQM, Business Analysis, Business Requirements, Systems Analysis, User Acceptance Testing, Quality Assurance, Process Improvement, Requirements Analysis, SharePoint, Quality Center, Requirements Gathering, Software Documentation, Testing, Project Management, Software Quality..., Analysis
Education
Susquehanna University
B.S. Business Administration, Business; Information Systems
Xerox March 2012 - Present
Fidelity Investments May 2007 - October 2011
Fidelity Investments July 2005 - April 2007
New York Life Investment Management July 2004 - June 2005
Fidelity Investments April 2003 - July 2004
Fidelity Investments March 2002 - March 2003
Fidelity Investments November 1999 - March 2002
Skills
Requirements elicitation, Functional..., Requirements..., Product Requirements, TQM, Business Analysis, Business Requirements, Systems Analysis, User Acceptance Testing, Quality Assurance, Process Improvement, Requirements Analysis, SharePoint, Quality Center, Requirements Gathering, Software Documentation, Testing, Project Management, Software Quality..., Analysis
Education
Susquehanna University
B.S. Business Administration, Business; Information Systems
Bill Hayne, CIMA Bill Hayne, CIMA's New York Life Investment Management Experience March 2003 - March 2005
Job Fidelity Investments, Portfolio Advisory Services
Industry Investment Management
Experience
Fidelity Investments July 2014 - Present
Capital Wealth Planning March 2013 - June 2014
Swank Capital, LLC February 2012 - June 2014
NAVCAP NAV Capital Partners, LLC March 2011 - March 2013
Northern Trust Global Investments June 2005 - April 2009
New York Life Investment Management March 2003 - March 2005
Fisher Investments May 2002 - March 2003
Prudential Investments September 1996 - April 2002
Skills
Series 7, CIMA
Education
University of California, Santa Barbara 1980 — 1984
Fidelity Investments July 2014 - Present
Capital Wealth Planning March 2013 - June 2014
Swank Capital, LLC February 2012 - June 2014
NAVCAP NAV Capital Partners, LLC March 2011 - March 2013
Northern Trust Global Investments June 2005 - April 2009
New York Life Investment Management March 2003 - March 2005
Fisher Investments May 2002 - March 2003
Prudential Investments September 1996 - April 2002
Skills
Series 7, CIMA
Education
University of California, Santa Barbara 1980 — 1984
Alla Roisenberg Alla Roisenberg's New York Life Investment Management Experience September 2009 - September 2012
Job Director at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Investments September 2012 - Present
New York Life Investment Management September 2009 - September 2012
Madison Square Investors LLC 2007 - 2009
NYLIM December 2004 - December 2006
Reliant 2003 - 2004
Deutsche Bank May 2001 - August 2003
Bankers Trust August 1994 - May 2001
Skills
SQL, XML, Fixed Income, Bloomberg, Business Analysis, Data marts, BizTalk, Analytical Skills, Data Marts, Derivatives, Database Design, Visual Basic, SDLC, Investment Banking, Databases, Trading, Hedge Funds, Securities, Testing, Asset Management, Business Requirements, Data Warehousing, Portfolio Management, Systems Analysis, Equities, SOA, Financial Services, Trading Systems, Crystal Reports, Java, Market Data, Enterprise Architecture, Requirements Gathering, Electronic Trading, Mutual Funds, IT Strategy, Capital Markets, Equity Derivatives
Education
New York University 1992 — 1994
BA
Odessa Technological Institute of Food Industry 1988 — 1990
New York Life Investments September 2012 - Present
New York Life Investment Management September 2009 - September 2012
Madison Square Investors LLC 2007 - 2009
NYLIM December 2004 - December 2006
Reliant 2003 - 2004
Deutsche Bank May 2001 - August 2003
Bankers Trust August 1994 - May 2001
Skills
SQL, XML, Fixed Income, Bloomberg, Business Analysis, Data marts, BizTalk, Analytical Skills, Data Marts, Derivatives, Database Design, Visual Basic, SDLC, Investment Banking, Databases, Trading, Hedge Funds, Securities, Testing, Asset Management, Business Requirements, Data Warehousing, Portfolio Management, Systems Analysis, Equities, SOA, Financial Services, Trading Systems, Crystal Reports, Java, Market Data, Enterprise Architecture, Requirements Gathering, Electronic Trading, Mutual Funds, IT Strategy, Capital Markets, Equity Derivatives
Education
New York University 1992 — 1994
BA
Odessa Technological Institute of Food Industry 1988 — 1990
Steven Dorval, CFA Steven Dorval, CFA's New York Life Investment Management Experience May 2010 - Present
Job Managing Director, Head of DC Investments at New York Life Investments
Industry Investment Management
Experience
New York Life Investment Management May 2010 - Present
Education
Providence College 1992 — 1994
University of New Hampshire 1990 — 1991
Seekonk HIgh 1986 — 1990
New York Life Investment Management May 2010 - Present
Education
Providence College 1992 — 1994
University of New Hampshire 1990 — 1991
Seekonk HIgh 1986 — 1990
David Giannini David Giannini's New York Life Investment Management Experience October 2009 - November 2010
Job Experienced Retirement Plans Executive
Industry Financial Services
Experience
Thornburg Investment Management September 2012 - Present
Prudential Retirement November 2010 - March 2012
New York Life Investment Management October 2009 - November 2010
Fred Alger & Co., Inc. May 2008 - January 2009
Fred Alger & Co., Inc. December 2004 - May 2008
Fred Alger & Co., Inc. February 1998 - December 2004
Merrill Lynch 1990 - 1998
Skills
Asset Allocation, Mutual Funds, Retirement, Retirement Planning, Series 63
Education
The University of Akron
Economics and Finance
Thornburg Investment Management September 2012 - Present
Prudential Retirement November 2010 - March 2012
New York Life Investment Management October 2009 - November 2010
Fred Alger & Co., Inc. May 2008 - January 2009
Fred Alger & Co., Inc. December 2004 - May 2008
Fred Alger & Co., Inc. February 1998 - December 2004
Merrill Lynch 1990 - 1998
Skills
Asset Allocation, Mutual Funds, Retirement, Retirement Planning, Series 63
Education
The University of Akron
Economics and Finance
Jenn Guerriero's New York Life Investment Management Experience May 2006 - April 2010
Job Account Director at Localytics
Industry Online Media
Experience
Localytics January 2015 - Present
Localytics December 2013 - January 2015
HubSpot June 2013 - November 2013
Brightcove January 2013 - May 2013
Brightcove January 2011 - January 2013
Brightcove April 2010 - January 2011
New York Life Investment Management May 2006 - April 2010
Skills
Web Video, Salesforce.com, Digital Media, SaaS, Account Management, Social Media, Streaming Media, Digital Strategy, Building Relationships, Sales Management, Team Leadership, Leadership, Customer Retention, Customer Satisfaction, Management, Start-ups, Team Management, Marketing, Business Development, Sales, Enterprise Software, Strategic Partnerships, CRM, Mobile Devices, SEO, SEM, B2B
Education
Northeastern University 2014 — 2015
Master of Science in Leadership, Organizational Communication
Northeastern University 2005 — 2010
Bachelor of Science, Psychology
Localytics January 2015 - Present
Localytics December 2013 - January 2015
HubSpot June 2013 - November 2013
Brightcove January 2013 - May 2013
Brightcove January 2011 - January 2013
Brightcove April 2010 - January 2011
New York Life Investment Management May 2006 - April 2010
Skills
Web Video, Salesforce.com, Digital Media, SaaS, Account Management, Social Media, Streaming Media, Digital Strategy, Building Relationships, Sales Management, Team Leadership, Leadership, Customer Retention, Customer Satisfaction, Management, Start-ups, Team Management, Marketing, Business Development, Sales, Enterprise Software, Strategic Partnerships, CRM, Mobile Devices, SEO, SEM, B2B
Education
Northeastern University 2014 — 2015
Master of Science in Leadership, Organizational Communication
Northeastern University 2005 — 2010
Bachelor of Science, Psychology
Brad Shoff Brad Shoff's New York Life Investment Management Experience 2008 - 2009
Job Manager & Client Lead at The North Highland Company
Industry Management Consulting
Experience
The North Highland Company 2010 - Present
Bank of America 2009 - 2010
New York Life Investment Management 2008 - 2009
Skills
Management Consulting, Strategic Planning, Financial Services, Project Management, Financial Analysis, Financial Modeling, News Writing, Finance, Wealth Management, Management
Education
North Carolina State University
BS, Accounting - Financial Analysis
The North Highland Company 2010 - Present
Bank of America 2009 - 2010
New York Life Investment Management 2008 - 2009
Skills
Management Consulting, Strategic Planning, Financial Services, Project Management, Financial Analysis, Financial Modeling, News Writing, Finance, Wealth Management, Management
Education
North Carolina State University
BS, Accounting - Financial Analysis
Charles Ludden's New York Life Investment Management Experience September 1998 - August 2006
Job Capital Markets at Accenture
Industry Financial Services
Experience
Accenture April 2011 - Present
UBS AG, US Private Bank July 2007 - February 2010
UBS September 2006 - July 2007
New York Life Investment Management September 1998 - August 2006
Deloitte & Touche September 1992 - August 1998
Skills
Wealth Management, Asset Management, Investment Advisory, Strategic Planning, Product Management, Business Planning, Investment Products, Portfolio Management, Asset Managment, Investments, Mergers & Acquisitions, Finance, Banking, Capital Markets, Strategic Financial..., Business Strategy, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
MBA, Finance
The University of Texas at Arlington 1987 — 1992
ME, Mechanical Engineering
Virginia Polytechnic Institute and State University 1983 — 1987
BS, Mechanical Engineering
Accenture April 2011 - Present
UBS AG, US Private Bank July 2007 - February 2010
UBS September 2006 - July 2007
New York Life Investment Management September 1998 - August 2006
Deloitte & Touche September 1992 - August 1998
Skills
Wealth Management, Asset Management, Investment Advisory, Strategic Planning, Product Management, Business Planning, Investment Products, Portfolio Management, Asset Managment, Investments, Mergers & Acquisitions, Finance, Banking, Capital Markets, Strategic Financial..., Business Strategy, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
MBA, Finance
The University of Texas at Arlington 1987 — 1992
ME, Mechanical Engineering
Virginia Polytechnic Institute and State University 1983 — 1987
BS, Mechanical Engineering
Mark Jacobs Mark Jacobs's New York Life Investment Management Experience October 2000 - October 2006
Job Vice President Marketing at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2009 - Present
Legg Mason December 2007 - December 2008
Legg Mason December 2006 - December 2007
New York Life Investment Management October 2000 - October 2006
Optima Group August 1996 - November 1998
Dreyfus/Mellon November 1985 - August 1996
Skills
Series 7, Mutual Funds, Marketing Communications, Marketing Strategy, Product Marketing, Online Marketing, Product Management, Marketing, Financial Services, CRM, Investments, Sales, Equities, Series 63, Management
Education
Pace University 1984 — 1985
MBA, Management Information Systems
University of Toledo 1975 — 1977
MBA, Marketing, Brand Management
Neuberger Berman September 2009 - Present
Legg Mason December 2007 - December 2008
Legg Mason December 2006 - December 2007
New York Life Investment Management October 2000 - October 2006
Optima Group August 1996 - November 1998
Dreyfus/Mellon November 1985 - August 1996
Skills
Series 7, Mutual Funds, Marketing Communications, Marketing Strategy, Product Marketing, Online Marketing, Product Management, Marketing, Financial Services, CRM, Investments, Sales, Equities, Series 63, Management
Education
Pace University 1984 — 1985
MBA, Management Information Systems
University of Toledo 1975 — 1977
MBA, Marketing, Brand Management
Kristen Cadillac Kristen Cadillac's New York Life Investment Management Experience November 2010 - March 2012
Job Implementation Consultant TotalSource, ADP
Industry Financial Services
Experience
ADP July 2014 - Present
New York Life Insurance Company February 2012 - June 2014
New York Life Investment Management November 2010 - March 2012
Niagara Conservation June 2010 - September 2010
Diamond State Financial Group January 2010 - September 2010
Skills
Spanish, International Business, Management, Customer Service, Financial Services, Retirement Planning, Microsoft Office, Leadership, Lotus Notes, CRM, Accounting, Strategic Planning, Investments, Teamwork, Call Centers, Operations Management, Employee Benefits, Customer Relations, Microsoft Word
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, International Business Studies
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor Science, International Business
ADP July 2014 - Present
New York Life Insurance Company February 2012 - June 2014
New York Life Investment Management November 2010 - March 2012
Niagara Conservation June 2010 - September 2010
Diamond State Financial Group January 2010 - September 2010
Skills
Spanish, International Business, Management, Customer Service, Financial Services, Retirement Planning, Microsoft Office, Leadership, Lotus Notes, CRM, Accounting, Strategic Planning, Investments, Teamwork, Call Centers, Operations Management, Employee Benefits, Customer Relations, Microsoft Word
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, International Business Studies
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor Science, International Business
Andrew Silvis Andrew Silvis's New York Life Investment Management Experience August 2010 - April 2013
Job Sr. Financial Analyst
Industry Financial Services
Experience
Siemens Financial Services August 2014 - Present
Fujitsu America April 2013 - August 2014
New York Life Investment Management August 2010 - April 2013
Brown University June 2010 - July 2010
Skills
Finance, Financial Analysis, Financial Reporting, Microsoft Excel, Financial Accounting, Variance Analysis, Auditing, Crystal Reports, SAP, Hyperion, BlackRock Aladdin, Sarbanes-Oxley Act, Planning Budgeting &..., Investment Management, Bond Pricing, Hyperion Enterprise, Oracle E-Business Suite, Hyperion Retrieve for..., Geneva Advent, Wall Street Office, SS&C CAMRA Accounting..., Portfolio Management
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science, Accounting
Siemens Financial Services August 2014 - Present
Fujitsu America April 2013 - August 2014
New York Life Investment Management August 2010 - April 2013
Brown University June 2010 - July 2010
Skills
Finance, Financial Analysis, Financial Reporting, Microsoft Excel, Financial Accounting, Variance Analysis, Auditing, Crystal Reports, SAP, Hyperion, BlackRock Aladdin, Sarbanes-Oxley Act, Planning Budgeting &..., Investment Management, Bond Pricing, Hyperion Enterprise, Oracle E-Business Suite, Hyperion Retrieve for..., Geneva Advent, Wall Street Office, SS&C CAMRA Accounting..., Portfolio Management
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Science, Accounting
Patricia Defilippis Patricia Defilippis's New York Life Investment Management Experience March 2000 - June 2005
Job Director & Counsel at Deutsche Bank
Industry Investment Management
Experience
Deutsche Asset Management June 2005 - Present
New York Life Investment Management March 2000 - June 2005
Skills
Asset Management, Corporate Governance, 1940's Act, Mutual Funds, Securities, Compliance, Securities Law, Investments, Asset Managment, Alternative Investments, Due Diligence, FINRA, Financial Services, Investment Management, SEC, Securities Regulation
Education
Rutgers University School of Law - Newark 1986 — 1989
J.D. 1990
Deutsche Asset Management June 2005 - Present
New York Life Investment Management March 2000 - June 2005
Skills
Asset Management, Corporate Governance, 1940's Act, Mutual Funds, Securities, Compliance, Securities Law, Investments, Asset Managment, Alternative Investments, Due Diligence, FINRA, Financial Services, Investment Management, SEC, Securities Regulation
Education
Rutgers University School of Law - Newark 1986 — 1989
J.D. 1990
Dedrick Luk Dedrick Luk's New York Life Investment Management Experience June 2015 - August 2015
Job Intern at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Investment Management June 2015 - August 2015
Exelon June 2014 - August 2014
Skills
Customer Service, Data Analysis, HTML, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, SQL, Social Networking, Time Management, Teamwork, Event Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
Information Technology & Informatics and Mathematics
New York Life Investment Management June 2015 - August 2015
Exelon June 2014 - August 2014
Skills
Customer Service, Data Analysis, HTML, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, SQL, Social Networking, Time Management, Teamwork, Event Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
Information Technology & Informatics and Mathematics
David D'Auria's New York Life Investment Management Experience February 1988 - Present
Job Sales Director at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management February 1988 - Present
Skills
Mutual Funds, Fixed Annuities, Investments, Retirement, Financial Services, Asset Allocation, Investment Strategies, 401k, Pensions, Asset Management, Portfolio Management, Fixed Income, Insurance, Alternative Investments, Retirement Planning, Series 63, Risk Management, Finance, Financial Analysis, CRM, Sales, Management, Leadership, Relationship Management, Real Estate Sales &..., Customer Service, Life Insurance
Education
New York Institute of Technology 1983 — 1987
Bachelor’s Degree, Finance and Economics, Cum Laude
New York Life Investment Management February 1988 - Present
Skills
Mutual Funds, Fixed Annuities, Investments, Retirement, Financial Services, Asset Allocation, Investment Strategies, 401k, Pensions, Asset Management, Portfolio Management, Fixed Income, Insurance, Alternative Investments, Retirement Planning, Series 63, Risk Management, Finance, Financial Analysis, CRM, Sales, Management, Leadership, Relationship Management, Real Estate Sales &..., Customer Service, Life Insurance
Education
New York Institute of Technology 1983 — 1987
Bachelor’s Degree, Finance and Economics, Cum Laude
Chris Ciaglia Chris Ciaglia's New York Life Investment Management Experience September 2008 - Present
Job 401k Client Service Manager at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management September 2008 - Present
ADP 2002 - 2005
Prudential Financial 2000 - 2002
Skills
Mutual Funds, Retirement Planning, Employee Benefits, Financial Services, 401k, Series 63, Account Management, Series 7, Retirement, Insurance, Disability Insurance, Fixed Annuities, Series 6, Life Insurance, Wealth Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Sociology
New York Life Investment Management September 2008 - Present
ADP 2002 - 2005
Prudential Financial 2000 - 2002
Skills
Mutual Funds, Retirement Planning, Employee Benefits, Financial Services, 401k, Series 63, Account Management, Series 7, Retirement, Insurance, Disability Insurance, Fixed Annuities, Series 6, Life Insurance, Wealth Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Sociology
Michael Malaquias/NYLB Michael Malaquias/NYLB's New York Life Investment Management Experience June 2000 - Present
Job
Industry Information Technology and Services
Experience
New York Life Investment Management June 2000 - Present
Pioneer Investments June 1993 - June 2000
Skills
Business Analysis, Integration, Process Improvement, Business Intelligence, .NET, ASP.NET, Management, Strategic Planning, Program Management, C#, Databases, Requirements Analysis, Visio, SharePoint, Keynote, FoxPro, Nuance, VXML, Quality Center, StarTeam, Financial Services, SDLC, Leadership, Mutual Funds, Microsoft SQL Server
Education
Suffolk University - Sawyer School of Management 1994 — 1999
MBA, Management Information Systems
Villanova University 1987 — 1991
BA, Economics
New York Life Investment Management June 2000 - Present
Pioneer Investments June 1993 - June 2000
Skills
Business Analysis, Integration, Process Improvement, Business Intelligence, .NET, ASP.NET, Management, Strategic Planning, Program Management, C#, Databases, Requirements Analysis, Visio, SharePoint, Keynote, FoxPro, Nuance, VXML, Quality Center, StarTeam, Financial Services, SDLC, Leadership, Mutual Funds, Microsoft SQL Server
Education
Suffolk University - Sawyer School of Management 1994 — 1999
MBA, Management Information Systems
Villanova University 1987 — 1991
BA, Economics
Jean-Francois Jeff Collard, CFA Jean-Francois Jeff Collard, CFA's New York Life Investment Management Experience July 2014 - Present
Job Director, Investment Group at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management July 2014 - Present
Pulse Capital Partners, LLC March 2011 - July 2014
Santander October 2008 - March 2011
Citigroup October 2006 - October 2008
Hewlett-Packard Laboratories March 2003 - October 2006
Intel March 2000 - March 2003
CNRS (National Center for Scientific Research), Paris October 1995 - February 2000
Skills
Hedge Funds, Portfolio Management, Fixed Income, Equities, Capital Markets, Asset Managment, Alternative Investments, Valuation, Financial Modeling, Investments, High Performance..., Derivatives
Education
Santa Clara University 2005 — 2008
MBA (hired before graduation), Finance concentration
San Jose State College of Business 2005 — 2005
Student, Finance
University of Paris 1992 — 1995
Ph.D., Computer Science
ENSAM (Ecole Nationale Superieure d'Arts et Metiers) 1987 — 1990
Engineering Degree
New York Life Investment Management July 2014 - Present
Pulse Capital Partners, LLC March 2011 - July 2014
Santander October 2008 - March 2011
Citigroup October 2006 - October 2008
Hewlett-Packard Laboratories March 2003 - October 2006
Intel March 2000 - March 2003
CNRS (National Center for Scientific Research), Paris October 1995 - February 2000
Skills
Hedge Funds, Portfolio Management, Fixed Income, Equities, Capital Markets, Asset Managment, Alternative Investments, Valuation, Financial Modeling, Investments, High Performance..., Derivatives
Education
Santa Clara University 2005 — 2008
MBA (hired before graduation), Finance concentration
San Jose State College of Business 2005 — 2005
Student, Finance
University of Paris 1992 — 1995
Ph.D., Computer Science
ENSAM (Ecole Nationale Superieure d'Arts et Metiers) 1987 — 1990
Engineering Degree
David Bangs David Bangs's New York Life Investment Management Experience January 2001 - February 2006
Job Senior Vice President and Division Head at U.S. Bank N.A.
Industry Investment Management
Experience
U.S. Bank N.A. August 2011 - Present
New York Life Capital Partners February 2006 - 2010
New York Life Investment Management January 2001 - February 2006
New York Life Insurance Company January 1996 - December 2000
Everen Securities (fka Kemper Securities) January 1992 - December 1995
Manufacturers Hanover Trust January 1984 - December 1991
Skills
Asset Allocation, Risk Management, Credit, Strategic Planning, Management, Regulations, Investments, Asset Managment, Fixed Income, Portfolio Management, Capital Markets, Alternative Investments, Investment Banking, Investment Management, Asset Management, Credit Analysis, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
The Johns Hopkins University 1979 — 1983
BA, Economics
U.S. Bank N.A. August 2011 - Present
New York Life Capital Partners February 2006 - 2010
New York Life Investment Management January 2001 - February 2006
New York Life Insurance Company January 1996 - December 2000
Everen Securities (fka Kemper Securities) January 1992 - December 1995
Manufacturers Hanover Trust January 1984 - December 1991
Skills
Asset Allocation, Risk Management, Credit, Strategic Planning, Management, Regulations, Investments, Asset Managment, Fixed Income, Portfolio Management, Capital Markets, Alternative Investments, Investment Banking, Investment Management, Asset Management, Credit Analysis, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
The Johns Hopkins University 1979 — 1983
BA, Economics
Adam Feldstein Adam Feldstein's New York Life Investment Management Experience January 2009 - December 2009
Job Director, US Client Service at Strategic Insight, an Asset International Company
Industry Financial Services
Experience
Strategic Insight, an Asset International Company October 2013 - Present
Strategic Insight, an Asset International Company December 2009 - Present
New York Life Investment Management January 2009 - December 2009
New York Life Investment Management March 2008 - January 2009
New York Life December 2005 - March 2008
Salomon Brothers Asset Management March 2004 - November 2005
Legg Mason 2003 - 2005
Skills
Mutual Funds, ETFs, Closed-end Funds, Asset Management, Product Development
Education
State University of New York College at Plattsburgh 1997 — 2001
Strategic Insight, an Asset International Company October 2013 - Present
Strategic Insight, an Asset International Company December 2009 - Present
New York Life Investment Management January 2009 - December 2009
New York Life Investment Management March 2008 - January 2009
New York Life December 2005 - March 2008
Salomon Brothers Asset Management March 2004 - November 2005
Legg Mason 2003 - 2005
Skills
Mutual Funds, ETFs, Closed-end Funds, Asset Management, Product Development
Education
State University of New York College at Plattsburgh 1997 — 2001
Darren Dunckel's New York Life Investment Management Experience August 2000 - August 2002
Job CEO at Atomic (OTC:ATOC)
Industry Financial Services
Experience
Atomic (OTC:ATOC) February 2012 - Present
INTREORG (OTC: IORG) January 2014 - Present
Tranquil Veranda Ranch August 2012 - Present
Social Club Financial November 2011 - December 2013
Forex International Trading - FXIT February 2010 - November 2011
My Daily January 2004 - February 2010
Verge Living Corporation 2006 - 2009
The Newport Group August 2002 - January 2004
New York Life Investment Management August 2000 - August 2002
UBS Wealth Management November 1999 - August 2000
Skills
Direct Sales, International Sales, Sales Process, Marketing Strategy, Social Media Marketing, Marketing Management, Management Consulting, Strategic Consulting, Investment Advisory, Alternative Investments, Investment Products, Investment Strategies, Investment Banking, Strategic Financial..., Wealth Management, Asset Managment, Mergers, Investments, Small Business Lending, Small Business..., Asset Allocation, Asset Management, Corporate Finance, Due Diligence, Emerging Markets, Entrepreneurship, Equities, Finance, Financial Markets, Financial Modeling, Financial Planning, Financial Services, Funding, Hedge Funds, Investor Relations, Loans, Management, Marketing, Mergers, Portfolio Management, Private Equity, Retirement Planning, Risk Management, Small Business, Social Networking, Start-ups, Strategy, Trading, Venture Capital
Education
University of Southern California 1987 — 1991
Lake Highlands High School 1984 — 1987
Atomic (OTC:ATOC) February 2012 - Present
INTREORG (OTC: IORG) January 2014 - Present
Tranquil Veranda Ranch August 2012 - Present
Social Club Financial November 2011 - December 2013
Forex International Trading - FXIT February 2010 - November 2011
My Daily January 2004 - February 2010
Verge Living Corporation 2006 - 2009
The Newport Group August 2002 - January 2004
New York Life Investment Management August 2000 - August 2002
UBS Wealth Management November 1999 - August 2000
Skills
Direct Sales, International Sales, Sales Process, Marketing Strategy, Social Media Marketing, Marketing Management, Management Consulting, Strategic Consulting, Investment Advisory, Alternative Investments, Investment Products, Investment Strategies, Investment Banking, Strategic Financial..., Wealth Management, Asset Managment, Mergers, Investments, Small Business Lending, Small Business..., Asset Allocation, Asset Management, Corporate Finance, Due Diligence, Emerging Markets, Entrepreneurship, Equities, Finance, Financial Markets, Financial Modeling, Financial Planning, Financial Services, Funding, Hedge Funds, Investor Relations, Loans, Management, Marketing, Mergers, Portfolio Management, Private Equity, Retirement Planning, Risk Management, Small Business, Social Networking, Start-ups, Strategy, Trading, Venture Capital
Education
University of Southern California 1987 — 1991
Lake Highlands High School 1984 — 1987
Mark Roethlin, CFA Mark Roethlin, CFA's New York Life Investment Management Experience March 2011 - Present
Job Director at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management March 2011 - Present
Invesco June 2010 - March 2011
Morgan Stanley Investment Management January 2007 - June 2010
Morgan Stanley Investment Management January 2005 - December 2006
Morgan Stanley Investment Management April 2004 - November 2005
Morgan Stanley Investment Management November 2001 - April 2005
Morgan Stanley Investment Management July 1999 - November 2001
JP Morgan Investment Management January 1997 - July 1999
Alliance Capital Management July 1995 - February 1997
Lehman Brothers July 1994 - June 1996
Skills
Equities, Business Planning, Alternative Investments, Hedge Funds, Equity Valuation, Investments, Mutual Funds, Competitive Analysis, Business Strategy, Private Equity, Asset Management, Portfolio Management, Bloomberg, Fund Of Funds, Financial Services, Series 63, Series 7, Options
Education
University of Scranton 1989 — 1993
B.S., Marketing
Don Bosco Prep 1985 — 1989
New York Life Investment Management March 2011 - Present
Invesco June 2010 - March 2011
Morgan Stanley Investment Management January 2007 - June 2010
Morgan Stanley Investment Management January 2005 - December 2006
Morgan Stanley Investment Management April 2004 - November 2005
Morgan Stanley Investment Management November 2001 - April 2005
Morgan Stanley Investment Management July 1999 - November 2001
JP Morgan Investment Management January 1997 - July 1999
Alliance Capital Management July 1995 - February 1997
Lehman Brothers July 1994 - June 1996
Skills
Equities, Business Planning, Alternative Investments, Hedge Funds, Equity Valuation, Investments, Mutual Funds, Competitive Analysis, Business Strategy, Private Equity, Asset Management, Portfolio Management, Bloomberg, Fund Of Funds, Financial Services, Series 63, Series 7, Options
Education
University of Scranton 1989 — 1993
B.S., Marketing
Don Bosco Prep 1985 — 1989
Jacquelyn (Molchon) Kearns Jacquelyn (Molchon) Kearns's New York Life Investment Management Experience November 2000 - January 2004
Job SVP, Global Leader of Sales & Marketing Solutions and Master Data Management COE
Industry Information Services
Experience
Dun & Bradstreet April 2007 - Present
Morgan Stanley Investment Management February 2004 - March 2007
New York Life Investment Management November 2000 - January 2004
Dreyfus Investments January 2000 - October 2000
OppenheimerFunds March 1998 - January 2000
First Union September 1994 - March 1998
Skills
Lead Generation, Analytics, Direct Marketing, Email Marketing, Web, Web Development, SEO, SQL Server, Strategic Planning, Online Marketing, Market Research, Marketing Strategy, SEM, Adobe, CMS, Leadership, Web Design, Web Services, Content Strategy, Web Analytics, Web Content, Adobe Creative Suite, Corporate Branding, Brand Awareness, Brand Loyalty, Brand Management, Brand Architecture, Digital Strategy, Social Media Marketing, Strategic Communications, Online Advertising, Microsoft SQL Server, Integrated Marketing, E-commerce, Digital Marketing, CRM, Strategy, Product Marketing, B2B, Marketing Management, Segmentation, Business Development, Marketing, Management, Salesforce.com, Strategic Partnerships, Product Management, Sales, Account Management, New Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1997
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Dover High School 1989 — 1992
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Dun & Bradstreet April 2007 - Present
Morgan Stanley Investment Management February 2004 - March 2007
New York Life Investment Management November 2000 - January 2004
Dreyfus Investments January 2000 - October 2000
OppenheimerFunds March 1998 - January 2000
First Union September 1994 - March 1998
Skills
Lead Generation, Analytics, Direct Marketing, Email Marketing, Web, Web Development, SEO, SQL Server, Strategic Planning, Online Marketing, Market Research, Marketing Strategy, SEM, Adobe, CMS, Leadership, Web Design, Web Services, Content Strategy, Web Analytics, Web Content, Adobe Creative Suite, Corporate Branding, Brand Awareness, Brand Loyalty, Brand Management, Brand Architecture, Digital Strategy, Social Media Marketing, Strategic Communications, Online Advertising, Microsoft SQL Server, Integrated Marketing, E-commerce, Digital Marketing, CRM, Strategy, Product Marketing, B2B, Marketing Management, Segmentation, Business Development, Marketing, Management, Salesforce.com, Strategic Partnerships, Product Management, Sales, Account Management, New Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1997
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Dover High School 1989 — 1992
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Glen Nile Glen Nile's New York Life Investment Management Experience March 2005 - December 2009
Job Senior Developer at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services December 2009 - Present
New York Life Retirement Plan Services September 2013 - April 2015
New York Life Investment Management March 2005 - December 2009
New York Life Investment Management April 2001 - March 2005
Skills
C#, ASP.NET, Visual Studio, Technical Analysis, Visual Foxpro, JavaScript, X/HTML/4/5, Sitecore CMS, AJAX, IIS, SQL, FoxPro, .NET, Agile Methodologies, Web Applications, Web Development, Sitecore, Microsoft SQL Server, User Interface Design, Software Development, LINQ, HTML, Entity Framework, SDLC, SOA, WCF, Requirements Analysis, Software Project..., TFS, VB.NET, Visual Basic, SharePoint, Databases, jQuery, XML, Scrum, Web Services, Software Documentation, Systems Analysis
Education
University of Phoenix 2004 — 2007
Bachelor of Science, Information Technology
University of New Hampshire 1989 — 1989
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services December 2009 - Present
New York Life Retirement Plan Services September 2013 - April 2015
New York Life Investment Management March 2005 - December 2009
New York Life Investment Management April 2001 - March 2005
Skills
C#, ASP.NET, Visual Studio, Technical Analysis, Visual Foxpro, JavaScript, X/HTML/4/5, Sitecore CMS, AJAX, IIS, SQL, FoxPro, .NET, Agile Methodologies, Web Applications, Web Development, Sitecore, Microsoft SQL Server, User Interface Design, Software Development, LINQ, HTML, Entity Framework, SDLC, SOA, WCF, Requirements Analysis, Software Project..., TFS, VB.NET, Visual Basic, SharePoint, Databases, jQuery, XML, Scrum, Web Services, Software Documentation, Systems Analysis
Education
University of Phoenix 2004 — 2007
Bachelor of Science, Information Technology
University of New Hampshire 1989 — 1989
Vincent DeSimone Vincent DeSimone's New York Life Investment Management Experience 1999 - 2006
Job Attorney at Law Office of Vincent M. DeSimone, LLC
Industry Law Practice
Experience
Law Office of Vincent M. DeSimone, LLC February 2012 - Present
Giordano Halleran and Ciesla, P.C. September 2007 - February 2012
Stern and Kilcullen, LLC 2006 - 2007
New York Life Investment Management 1999 - 2006
Skills
Litigation, Legal Writing
Education
Seton Hall Law School
J.D.
Seton Hall University
Law Office of Vincent M. DeSimone, LLC February 2012 - Present
Giordano Halleran and Ciesla, P.C. September 2007 - February 2012
Stern and Kilcullen, LLC 2006 - 2007
New York Life Investment Management 1999 - 2006
Skills
Litigation, Legal Writing
Education
Seton Hall Law School
J.D.
Seton Hall University
Jay O'Shaughnessy, QPFC®, CMFC®, AIF® Jay O'Shaughnessy, QPFC®, CMFC®, AIF®'s New York Life Investment Management Experience 2009 - 2012
Job Senior Investment Consultant Mercer Investments
Industry Financial Services
Experience
Mercer Investments April 2012 - Present
New York Life Investment Management 2009 - 2012
New York Life Retirement Plan Services 2001 - 2009
UBS 2000 - 2001
Los Angeles Dodgers 1995 - 1999
Skills
Investments, Retirement, Series 7, 401k, New Business Development, Mutual Funds, Asset Allocation, Uniform Combined State..., Investment Management, Pensions, Strategic Financial..., Morningstar, Defined Contribution, Finance, FINRA, Financial Analysis, Financial Advisory
Education
Northeastern University 1992 — 1997
American Society of Pension Professionals & Actuaries
Qualified Plan Financial Consultant (QPFC®)
The College of Financial Planning
Chartered Mutual Fund Counselor (CMFC®)
Mercer Investments April 2012 - Present
New York Life Investment Management 2009 - 2012
New York Life Retirement Plan Services 2001 - 2009
UBS 2000 - 2001
Los Angeles Dodgers 1995 - 1999
Skills
Investments, Retirement, Series 7, 401k, New Business Development, Mutual Funds, Asset Allocation, Uniform Combined State..., Investment Management, Pensions, Strategic Financial..., Morningstar, Defined Contribution, Finance, FINRA, Financial Analysis, Financial Advisory
Education
Northeastern University 1992 — 1997
American Society of Pension Professionals & Actuaries
Qualified Plan Financial Consultant (QPFC®)
The College of Financial Planning
Chartered Mutual Fund Counselor (CMFC®)
Keith Bochner Keith Bochner's New York Life Investment Management Experience February 1991 - January 2009
Job Real Estate Sales Associate at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage May 2008 - Present
New York Life Investment Management February 1991 - January 2009
Skills
Short Sales, Real Estate, First Time Home Buyers, Residential, Relocation, Negotiation, New Home Sales, Foreclosures, Investment Properties, Selling, Online Marketing, Referrals, Residential Homes, Property Management, Seniors, FHA, Luxury, Single Family Homes, Sellers, Townhomes, Condos, Listings, Buyers, New Homes, Buyer Representation, Vacation Homes, Rentals, Real Property, Move Up Buyers, Investors, REO, Relocation Buyers, Home Staging, ABR, Real Estate Transactions, Income Properties, Resellers, Sales
Education
Coldwell Banker
State University of New York College at Oneonta
Bachelor of Science (B.S.), Business Economics, Finance, Marketing
Coldwell Banker Residential Brokerage May 2008 - Present
New York Life Investment Management February 1991 - January 2009
Skills
Short Sales, Real Estate, First Time Home Buyers, Residential, Relocation, Negotiation, New Home Sales, Foreclosures, Investment Properties, Selling, Online Marketing, Referrals, Residential Homes, Property Management, Seniors, FHA, Luxury, Single Family Homes, Sellers, Townhomes, Condos, Listings, Buyers, New Homes, Buyer Representation, Vacation Homes, Rentals, Real Property, Move Up Buyers, Investors, REO, Relocation Buyers, Home Staging, ABR, Real Estate Transactions, Income Properties, Resellers, Sales
Education
Coldwell Banker
State University of New York College at Oneonta
Bachelor of Science (B.S.), Business Economics, Finance, Marketing
Kate Sweeney's New York Life Investment Management Experience October 2000 - December 2005
Job
Industry Financial Services
Experience
EMPOWER Retirement May 2015 - Present
Somerset Hills YMCA February 2015 - Present
Sophisticated Storage Solutions May 2014 - May 2015
ADP Retirement Services April 2010 - April 2013
Schroder Investment Management North America Inc. March 2008 - March 2009
US Trust December 2005 - March 2008
New York Life Investment Management October 2000 - December 2005
Lord, Abbett & Co. LLC June 1998 - October 2000
Skills
Relationship Management, Mutual Funds, Retirement Planning, 401k, Financial Services, Strategic Partnerships, Retirement, Sales, Asset Management, Investments, ERISA, Leadership, Employee Benefits, Pensions, Portfolio Management, Finance, Business Development, Asset Managment, Series 6, 401(k) Implementation
Education
Villanova University 1994 — 1998
B.A., English
University College Galway 1997 — 1997
English
EMPOWER Retirement May 2015 - Present
Somerset Hills YMCA February 2015 - Present
Sophisticated Storage Solutions May 2014 - May 2015
ADP Retirement Services April 2010 - April 2013
Schroder Investment Management North America Inc. March 2008 - March 2009
US Trust December 2005 - March 2008
New York Life Investment Management October 2000 - December 2005
Lord, Abbett & Co. LLC June 1998 - October 2000
Skills
Relationship Management, Mutual Funds, Retirement Planning, 401k, Financial Services, Strategic Partnerships, Retirement, Sales, Asset Management, Investments, ERISA, Leadership, Employee Benefits, Pensions, Portfolio Management, Finance, Business Development, Asset Managment, Series 6, 401(k) Implementation
Education
Villanova University 1994 — 1998
B.A., English
University College Galway 1997 — 1997
English
Daniel Bozzo's New York Life Investment Management Experience April 2006 - Present
Job VP at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management April 2006 - Present
TD AMERITRADE 1996 - 2006
Skills
Order Management..., Fixed Income, Equities, Bloomberg, Risk Management, Financial Services, Trading, Financial Markets, Investments, Options, Derivatives, Capital Markets, Hedge Funds, Trading Systems, Series 63, Securities, Management, Financial Risk, Portfolio Management, Finance, Prime Brokerage
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Economics
New York Life Investment Management April 2006 - Present
TD AMERITRADE 1996 - 2006
Skills
Order Management..., Fixed Income, Equities, Bloomberg, Risk Management, Financial Services, Trading, Financial Markets, Investments, Options, Derivatives, Capital Markets, Hedge Funds, Trading Systems, Series 63, Securities, Management, Financial Risk, Portfolio Management, Finance, Prime Brokerage
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Economics
Kate Cirino's New York Life Investment Management Experience June 2000 - January 2004
Job Talent Acquisition Leader IBM Analytics Platform, Product Development
Industry Computer Hardware
Experience
IBM April 2015 - Present
IBM July 2014 - March 2015
IBM November 2009 - June 2014
Executive Decision April 2009 - November 2009
Robert Half International July 2006 - March 2009
Acura of Boston January 2004 - February 2006
New York Life Investment Management June 2000 - January 2004
Skills
Applicant Tracking..., Recruiting, Leadership, Business Development, Sales Operations, Service Contract Sales, Process Improvement, Consulting, Human Resources, Integration, Time Management, Management, Strategy, Enterprise Software, CRM, Sales, SaaS, Solution Selling
Education
University of Massachusetts Lowell
IT, Finance minor
IBM April 2015 - Present
IBM July 2014 - March 2015
IBM November 2009 - June 2014
Executive Decision April 2009 - November 2009
Robert Half International July 2006 - March 2009
Acura of Boston January 2004 - February 2006
New York Life Investment Management June 2000 - January 2004
Skills
Applicant Tracking..., Recruiting, Leadership, Business Development, Sales Operations, Service Contract Sales, Process Improvement, Consulting, Human Resources, Integration, Time Management, Management, Strategy, Enterprise Software, CRM, Sales, SaaS, Solution Selling
Education
University of Massachusetts Lowell
IT, Finance minor
Joseph Cece's New York Life Investment Management Experience March 1998 - August 2006
Job Vice President at Citi Hedge Fund Services North America Inc.
Industry Financial Services
Experience
Citigroup October 2007 - Present
SunGard October 2006 - October 2007
New York Life Investment Management March 1998 - August 2006
Bankers Trust September 1995 - March 1998
Merrill Lynch August 1994 - September 1995
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Bloomberg, Fund Accounting, Investments, Business Process, CRM, Business Analysis, Accounting, Analysis, Fixed Income, Market Data, Financial Services, Derivatives, Asset Allocation, Securities, Equities
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1994
B.A., Economics, G.P.A.: 3.71 of 4.00
Citigroup October 2007 - Present
SunGard October 2006 - October 2007
New York Life Investment Management March 1998 - August 2006
Bankers Trust September 1995 - March 1998
Merrill Lynch August 1994 - September 1995
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Bloomberg, Fund Accounting, Investments, Business Process, CRM, Business Analysis, Accounting, Analysis, Fixed Income, Market Data, Financial Services, Derivatives, Asset Allocation, Securities, Equities
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1994
B.A., Economics, G.P.A.: 3.71 of 4.00
Tatyana Gluz's New York Life Investment Management Experience September 2007 - Present
Job QA Analyst at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management September 2007 - Present
Salary.com May 2005 - September 2007
The Boston Computer School 2003 - 2004
CareKey July 2003 - September 2003
Teleknowledge April 2000 - June 2003
TJX Corp. February 1997 - April 2000
Skills
Quality Center, Testing, Microsoft SQL Server, Quality Assurance, QTP, Silk, WinRunner, JavaScript, JCL, Unix, IBM Mainframe, DB2, Oracle, SPUFI, Microsoft Office, Lotus Notes, SQL, HTML, Rational Robot, SnagIt, Internet Explorer, Software Quality..., Data Quality Assurance, Data Conversion, File Transfer, Regression Testing, Stress Testing, SOX Compliancy, Project Management, Test Planning, Functional Testing, Load Testing, Web Based, System Integration..., QALoad, QARun, Defect Tracking, Investment Management, Individual Pension Plans, Deferred Compensation, 401k Rollovers, Pension Schemes, Project Plans, Compensation Structures, Bonus Programs, Secure FTP, Corporate Environments, Reports, Production Support, On-Call
Education
The Boston Carrier Institute
Medical Billing and Coding
The Boston Computer School
WinRunner, Oracle DBA
ICCT Institute 1999 — 2000
Advanced Course in Client/Server Technology & Software Quality Assurance. QA Partner, QA Robot, VB
Southern Federal University (former Rostov State University) 1980 — 1986
MS, Computer Science
New York Life Investment Management September 2007 - Present
Salary.com May 2005 - September 2007
The Boston Computer School 2003 - 2004
CareKey July 2003 - September 2003
Teleknowledge April 2000 - June 2003
TJX Corp. February 1997 - April 2000
Skills
Quality Center, Testing, Microsoft SQL Server, Quality Assurance, QTP, Silk, WinRunner, JavaScript, JCL, Unix, IBM Mainframe, DB2, Oracle, SPUFI, Microsoft Office, Lotus Notes, SQL, HTML, Rational Robot, SnagIt, Internet Explorer, Software Quality..., Data Quality Assurance, Data Conversion, File Transfer, Regression Testing, Stress Testing, SOX Compliancy, Project Management, Test Planning, Functional Testing, Load Testing, Web Based, System Integration..., QALoad, QARun, Defect Tracking, Investment Management, Individual Pension Plans, Deferred Compensation, 401k Rollovers, Pension Schemes, Project Plans, Compensation Structures, Bonus Programs, Secure FTP, Corporate Environments, Reports, Production Support, On-Call
Education
The Boston Carrier Institute
Medical Billing and Coding
The Boston Computer School
WinRunner, Oracle DBA
ICCT Institute 1999 — 2000
Advanced Course in Client/Server Technology & Software Quality Assurance. QA Partner, QA Robot, VB
Southern Federal University (former Rostov State University) 1980 — 1986
MS, Computer Science
Elias Belessakos's New York Life Investment Management Experience July 2000 - December 2006
Job Vice President at ING Investment Management
Industry Investment Management
Experience
ING Investment Management January 2007 - Present
New York Life Investment Management July 2000 - December 2006
Bankers Trust/Deutsche Asset Management January 1998 - July 2000
JP Morgan Investment Management January 1996 - December 1997
Baruch College January 1992 - June 1996
Wharton Business School January 1991 - June 1991
Skills
Global Macro, Tactical Asset..., Equities, Investment Strategies, Quantitative Research, Strategic Asset..., Portfolio Management, Econometrics, Statistics, Macroeconomics
Education
University of Pennsylvania 1985 — 1990
Ph.D, Economics
The American College of Greece 1981 — 1985
B.A, Economics
ING Investment Management January 2007 - Present
New York Life Investment Management July 2000 - December 2006
Bankers Trust/Deutsche Asset Management January 1998 - July 2000
JP Morgan Investment Management January 1996 - December 1997
Baruch College January 1992 - June 1996
Wharton Business School January 1991 - June 1991
Skills
Global Macro, Tactical Asset..., Equities, Investment Strategies, Quantitative Research, Strategic Asset..., Portfolio Management, Econometrics, Statistics, Macroeconomics
Education
University of Pennsylvania 1985 — 1990
Ph.D, Economics
The American College of Greece 1981 — 1985
B.A, Economics
Arphiela Arizmendi's New York Life Investment Management Experience Managing DirectorNew York Life Asset Management2006 - Present
Job Managing Director at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management Managing DirectorNew York Life Asset Management2006 - Present
NYLIM 2006 - Present
New York Life 1977 - Present
Education
Pace University
New York Life Investment Management Managing DirectorNew York Life Asset Management2006 - Present
NYLIM 2006 - Present
New York Life 1977 - Present
Education
Pace University
Adam Hayden's New York Life Investment Management Experience May 2008 - Present
Job Senior Director at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management May 2008 - Present
Moody's Investors Service March 2003 - April 2008
RBS Greenwich Capital January 1998 - April 2002
Lehman Brothers June 1994 - August 1997
Skills
CMBS, Portfolio Management, Securitization, Fixed Income, Commercial Real Estate, Structured Products, Asset Management, CDO, Due Diligence, Capital Markets, Trading, Valuation, Financial Structuring, Structured Finance, Investments
Education
University of Massachusetts at Lowell 1989 — 1993
Bachelor of Science (B.S.), Finance
New York Life Investment Management May 2008 - Present
Moody's Investors Service March 2003 - April 2008
RBS Greenwich Capital January 1998 - April 2002
Lehman Brothers June 1994 - August 1997
Skills
CMBS, Portfolio Management, Securitization, Fixed Income, Commercial Real Estate, Structured Products, Asset Management, CDO, Due Diligence, Capital Markets, Trading, Valuation, Financial Structuring, Structured Finance, Investments
Education
University of Massachusetts at Lowell 1989 — 1993
Bachelor of Science (B.S.), Finance
David Dorrier's New York Life Investment Management Experience July 2007 - April 2012
Job
Industry Investment Management
Experience
New York Life Investment Management July 2007 - April 2012
BusinessEdge Solutions July 2006 - July 2007
State Street Bank 2000 - 2006
Skills
Equities, Mutual Funds, Investments, Business Analysis, Asset Managment, Capital Markets, Fixed Income, Management Consulting, Project Management, SDLC, Bloomberg, BlackRock Aladdin, Eagle PACE, Charles River IMS, MarketAxess, Omgeo Oasys, Triton, Autex
Education
University of Colorado at Boulder 1995 — 2000
Bachelor of Science (B.S.), Economics
American School in London 1991 — 1995
New York Life Investment Management July 2007 - April 2012
BusinessEdge Solutions July 2006 - July 2007
State Street Bank 2000 - 2006
Skills
Equities, Mutual Funds, Investments, Business Analysis, Asset Managment, Capital Markets, Fixed Income, Management Consulting, Project Management, SDLC, Bloomberg, BlackRock Aladdin, Eagle PACE, Charles River IMS, MarketAxess, Omgeo Oasys, Triton, Autex
Education
University of Colorado at Boulder 1995 — 2000
Bachelor of Science (B.S.), Economics
American School in London 1991 — 1995
Eric B Venet's New York Life Investment Management Experience June 2007 - August 2009
Job Senior Application Developer at Interactions LLC
Industry Computer Software
Experience
Interactions LLC July 2013 - Present
Blue Cross Blue Shield of Rhode Island August 2009 - July 2013
New York Life Investment Management June 2007 - August 2009
Dell Perot Systems June 2004 - July 2007
Skills
IVR, VXML, CTI, Java, C#, SQL, XML, SDLC, Call Center, Business Analysis, Requirements Analysis, Technical Writing, Visio, Photography, Business Process..., Process Improvement, IT Strategy, Integration, Vendor Management, Databases, Business Intelligence, Call Centers, SOA, Program Management, Software Documentation
Education
University of Rhode Island 1999 — 2003
Bachelor of Arts (B.A.), Computer Science
Interactions LLC July 2013 - Present
Blue Cross Blue Shield of Rhode Island August 2009 - July 2013
New York Life Investment Management June 2007 - August 2009
Dell Perot Systems June 2004 - July 2007
Skills
IVR, VXML, CTI, Java, C#, SQL, XML, SDLC, Call Center, Business Analysis, Requirements Analysis, Technical Writing, Visio, Photography, Business Process..., Process Improvement, IT Strategy, Integration, Vendor Management, Databases, Business Intelligence, Call Centers, SOA, Program Management, Software Documentation
Education
University of Rhode Island 1999 — 2003
Bachelor of Arts (B.A.), Computer Science
Dale Ellis's New York Life Investment Management Experience August 1998 - September 2000
Job Middle Office Analyst at Lord Abbett
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2014 - Present
Lord, Abbett & Co. LLC December 2006 - July 2014
Lordabbett September 2000 - December 2006
New York Life Investment Management August 1998 - September 2000
Skills
Fixed Income, Bloomberg, Mutual Funds, Institutional Accounts, Trading Systems
Education
Syracuse University 1994 — 1998
Bachelor of Science (B.S.), Accounting
Lord, Abbett & Co. LLC July 2014 - Present
Lord, Abbett & Co. LLC December 2006 - July 2014
Lordabbett September 2000 - December 2006
New York Life Investment Management August 1998 - September 2000
Skills
Fixed Income, Bloomberg, Mutual Funds, Institutional Accounts, Trading Systems
Education
Syracuse University 1994 — 1998
Bachelor of Science (B.S.), Accounting
Jon Zimmerman's New York Life Investment Management Experience April 2015 - Present
Job Director at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management April 2015 - Present
Morgan Stanley January 2007 - April 2015
Skills
Equities, Series 7, Alternative Investments, Hedge Funds
Education
New York University 2001 — 2005
Bachelor of Arts, Economics
New York Life Investment Management April 2015 - Present
Morgan Stanley January 2007 - April 2015
Skills
Equities, Series 7, Alternative Investments, Hedge Funds
Education
New York University 2001 — 2005
Bachelor of Arts, Economics
Philip Rio's New York Life Investment Management Experience April 2001 - Present
Job Sr. Director at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management April 2001 - Present
Chase Securities September 1998 - November 2000
Chase Global Asset Management October 1995 - September 1998
Paine Webber 1988 - 1995
Skills
Series 7, Series 63, Alternative Investments, Asset Management, Capital Markets, Fixed Income, Bloomberg, Portfolio Management, Bonds, Investments, Equities, Derivatives, Securities, Trading, Structured Products
Education
Stony Brook University
New York Life Investment Management April 2001 - Present
Chase Securities September 1998 - November 2000
Chase Global Asset Management October 1995 - September 1998
Paine Webber 1988 - 1995
Skills
Series 7, Series 63, Alternative Investments, Asset Management, Capital Markets, Fixed Income, Bloomberg, Portfolio Management, Bonds, Investments, Equities, Derivatives, Securities, Trading, Structured Products
Education
Stony Brook University
Alyssa Horton's New York Life Investment Management Experience May 2006 - August 2006
Job Associate at Ropes & Gray
Industry Law Practice
Experience
Ropes & Gray September 2008 - Present
Ropes & Gray LLP May 2007 - August 2007
City of Waltham Legal Department May 2006 - August 2006
New York Life Investment Management May 2006 - August 2006
Education
Suffolk University Law School 2005 — 2008
Doctor of Law (JD)
University of Connecticut 2001 — 2005
BS, Business
Ropes & Gray September 2008 - Present
Ropes & Gray LLP May 2007 - August 2007
City of Waltham Legal Department May 2006 - August 2006
New York Life Investment Management May 2006 - August 2006
Education
Suffolk University Law School 2005 — 2008
Doctor of Law (JD)
University of Connecticut 2001 — 2005
BS, Business
Lamia Mounib's New York Life Investment Management Experience 2000 - 2003
Job Risk & Regulatory Practice at PriceWaterhouseCoopers
Industry Financial Services
Experience
PwC July 2015 - Present
Goldman Sachs 2006 - 2011
Goldman Sachs 2003 - 2006
New York Life Investment Management 2000 - 2003
UBS Global Asset Management 1999 - 2000
Skills
Alternative Investments, Equities, Securities, Structured Products, Capital Markets, Hedge Funds, Derivatives, Business Analysis, Fixed Income, Valuation, Financial Services, Financial Modeling, Risk Management, Portfolio Management, Investments, Finance, Strategy, Analysis, Project Management, Due Diligence, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Finance & Marketing
Suffolk University 1993 — 1996
Bachelor of Science (B.S.), Biotechnology
PwC July 2015 - Present
Goldman Sachs 2006 - 2011
Goldman Sachs 2003 - 2006
New York Life Investment Management 2000 - 2003
UBS Global Asset Management 1999 - 2000
Skills
Alternative Investments, Equities, Securities, Structured Products, Capital Markets, Hedge Funds, Derivatives, Business Analysis, Fixed Income, Valuation, Financial Services, Financial Modeling, Risk Management, Portfolio Management, Investments, Finance, Strategy, Analysis, Project Management, Due Diligence, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Finance & Marketing
Suffolk University 1993 — 1996
Bachelor of Science (B.S.), Biotechnology
Jennifer Silvio's New York Life Investment Management Experience 2002 - 2008
Job Business Analyst at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services July 2009 - Present
New York Life Retirement Plan Services 2008 - July 2009
New York Life Investment Management 2002 - 2008
New York Life 1999 - 2008
New York Life Investment Management 1999 - 2002
Skills
Retirement Planning, 401k Rollovers, Business Analysis, Team Leadership, Technical Training, Business Requirements, User Acceptance Testing, 401k, Training, Retirement, Defined Benefit, Relationship Management, Mutual Funds
Education
Rhode Island College
Bachelor of Arts, Communications
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services July 2009 - Present
New York Life Retirement Plan Services 2008 - July 2009
New York Life Investment Management 2002 - 2008
New York Life 1999 - 2008
New York Life Investment Management 1999 - 2002
Skills
Retirement Planning, 401k Rollovers, Business Analysis, Team Leadership, Technical Training, Business Requirements, User Acceptance Testing, 401k, Training, Retirement, Defined Benefit, Relationship Management, Mutual Funds
Education
Rhode Island College
Bachelor of Arts, Communications
Jeffrey Gaboury's New York Life Investment Management Experience 2004 - 2005
Job Vice President of Financial Products and Services at AARP Services Inc.
Industry Financial Services
Experience
AARP Services Inc. November 2010 - Present
AARP Financial April 2008 - December 2010
Lord Abbett May 2006 - March 2008
New York Life Investment Management 2004 - 2005
Investors Bank and Trust Company 1996 - 2004
JPMorgan Chase 1992 - 1996
Skills
Financial Services, Mutual Funds, Securities, Fund Accounting, Fund Administration, Financial Reporting, Investments, Strategic Financial..., Financial Modeling, Management, Business Development, Leadership, Accounting, Tax, Portfolio Management, Asset Management, CRM
Education
Stonehill College 1986 — 1990
BS, Marketing
Canton High School 1982 — 1986
AARP Services Inc. November 2010 - Present
AARP Financial April 2008 - December 2010
Lord Abbett May 2006 - March 2008
New York Life Investment Management 2004 - 2005
Investors Bank and Trust Company 1996 - 2004
JPMorgan Chase 1992 - 1996
Skills
Financial Services, Mutual Funds, Securities, Fund Accounting, Fund Administration, Financial Reporting, Investments, Strategic Financial..., Financial Modeling, Management, Business Development, Leadership, Accounting, Tax, Portfolio Management, Asset Management, CRM
Education
Stonehill College 1986 — 1990
BS, Marketing
Canton High School 1982 — 1986
Susan L. Evans's New York Life Investment Management Experience 2011 - 2012
Job Chief Operating Officer / Senior Asset Management Ops Risk & Business Management Leader
Industry Financial Services
Experience
Madison Consulting Group 2014 - Present
New York Life Insurance Company 2012 - 2014
New York Life Investment Management 2011 - 2012
Madison Square Investors, LLC / New York Life Insurance Company 2009 - 2011
JP Morgan 2009 - 2009
Bear Stearns 2007 - 2009
Deutsche Asset Management 1989 - 2007
Bankers Trust 1989 - 1998
Skills
Securities, Asset Management, Investment Management, Asset Managment, Management, Financial Services, Operational Risk, Hedge Funds, Equities, Technology Management, Strategy, Restructuring, Portfolio Management, Performance Measurement, Process Redesign, Bloomberg, Wealth Management, Leadership, Derivatives, Trading, Fixed Income, Outsourcing, Alternative Investments, Project Management, Valuation, Investments, Investment Strategies, Capital Markets, Mutual Funds, Operations Management, Budget Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Strategy and Finance
Vanderbilt University
BS, Math
Madison Consulting Group 2014 - Present
New York Life Insurance Company 2012 - 2014
New York Life Investment Management 2011 - 2012
Madison Square Investors, LLC / New York Life Insurance Company 2009 - 2011
JP Morgan 2009 - 2009
Bear Stearns 2007 - 2009
Deutsche Asset Management 1989 - 2007
Bankers Trust 1989 - 1998
Skills
Securities, Asset Management, Investment Management, Asset Managment, Management, Financial Services, Operational Risk, Hedge Funds, Equities, Technology Management, Strategy, Restructuring, Portfolio Management, Performance Measurement, Process Redesign, Bloomberg, Wealth Management, Leadership, Derivatives, Trading, Fixed Income, Outsourcing, Alternative Investments, Project Management, Valuation, Investments, Investment Strategies, Capital Markets, Mutual Funds, Operations Management, Budget Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Strategy and Finance
Vanderbilt University
BS, Math
Rene Choy's New York Life Investment Management Experience 2004 - 2005
Job Designer at Opus Creative Inc.
Industry Graphic Design
Experience
opus:creative February 2011 - Present
Portland Japanese Garden September 2008 - February 2011
Planned Marketing Solutions Int'l 2007 - 2009
KC Distance Learning June 2008 - September 2008
Euro RSCG 2007 - 2007
New York Life Investment Management 2004 - 2005
Delloite & Touche 1999 - 2004
Deloitte & Touche 1999 - 2004
Viva 1997 - 1997
Skills
Adobe Creative Suite, Art Direction, Graphic Design, User Experience, Illustrator, Typography, InDesign, Corporate Identity, Web Design, Logo Design, Branding & Identity, Packaging, Creative Strategy, Catalogs, Interaction Design, Corporate Branding, Graphics, Information Architecture, Brand Development, Direct Mail, Creative Direction, Posters, Photoshop, Visual Communication, Brochures, Advertising, Image Manipulation, Photography, Copywriting, Motion Graphics, Experience Design, Pre-press, Adobe Acrobat, Concept Development, Mac, User Interface Design, Layout
Education
Culinary Institute of America 2005 — 2006
Certification, Baking & Pastry
Pratt Institute 2000 — 2002
Masters in Professional Studies, Design Management
The College of New Jersey 1993 — 1997
Bachelor of Fine Arts, Graphic Design
opus:creative February 2011 - Present
Portland Japanese Garden September 2008 - February 2011
Planned Marketing Solutions Int'l 2007 - 2009
KC Distance Learning June 2008 - September 2008
Euro RSCG 2007 - 2007
New York Life Investment Management 2004 - 2005
Delloite & Touche 1999 - 2004
Deloitte & Touche 1999 - 2004
Viva 1997 - 1997
Skills
Adobe Creative Suite, Art Direction, Graphic Design, User Experience, Illustrator, Typography, InDesign, Corporate Identity, Web Design, Logo Design, Branding & Identity, Packaging, Creative Strategy, Catalogs, Interaction Design, Corporate Branding, Graphics, Information Architecture, Brand Development, Direct Mail, Creative Direction, Posters, Photoshop, Visual Communication, Brochures, Advertising, Image Manipulation, Photography, Copywriting, Motion Graphics, Experience Design, Pre-press, Adobe Acrobat, Concept Development, Mac, User Interface Design, Layout
Education
Culinary Institute of America 2005 — 2006
Certification, Baking & Pastry
Pratt Institute 2000 — 2002
Masters in Professional Studies, Design Management
The College of New Jersey 1993 — 1997
Bachelor of Fine Arts, Graphic Design
Lisa Bai's New York Life Investment Management Experience DirectorNYL Investors LLCMarch 2015 - Present
Job Director at NYL Investors LLC
Industry Real Estate
Experience
New York Life Investment Management DirectorNYL Investors LLCMarch 2015 - Present
Education
Pace University
Bachelor's degree
Cardinal Spellman High School
New York Life Investment Management DirectorNYL Investors LLCMarch 2015 - Present
Education
Pace University
Bachelor's degree
Cardinal Spellman High School
Bart Battista's New York Life Investment Management Experience August 2006 - August 2012
Job Senior Associate
Industry Financial Services
Experience
New York Life Investments August 2012 - Present
New York Life Investment Management August 2006 - August 2012
Prudential February 2004 - March 2006
Prudential Financial 1997 - 2004
Prudential Financial 1997 - 1999
Education
Rutgers University-New Brunswick 1991 — 1994
New York Life Investments August 2012 - Present
New York Life Investment Management August 2006 - August 2012
Prudential February 2004 - March 2006
Prudential Financial 1997 - 2004
Prudential Financial 1997 - 1999
Education
Rutgers University-New Brunswick 1991 — 1994
Fauzia Hussain's New York Life Investment Management Experience January 2013 - Present
Job Sr.Manager at NYLIM
Industry Information Technology and Services
Experience
New York Life Investment Management January 2013 - Present
Capital One Financial Services January 2008 - December 2012
C1 April 2007 - December 2007
Skills
SDLC, Integration, Enterprise Architecture, Requirements Analysis, Business Analysis, SOA, Agile Methodologies, IT Strategy, ETL, Software Project..., Oracle, Business Intelligence, SQL, Unix, Requirements Gathering, Data Modeling
Education
University of Bridgeport
Master's degree
New York Life Investment Management January 2013 - Present
Capital One Financial Services January 2008 - December 2012
C1 April 2007 - December 2007
Skills
SDLC, Integration, Enterprise Architecture, Requirements Analysis, Business Analysis, SOA, Agile Methodologies, IT Strategy, ETL, Software Project..., Oracle, Business Intelligence, SQL, Unix, Requirements Gathering, Data Modeling
Education
University of Bridgeport
Master's degree
Gene Colacino's New York Life Investment Management Experience December 2012 - Present
Job Senior IT Business Analyst
Industry Information Technology and Services
Experience
New York Life Investment Management December 2012 - Present
Hartford Life June 2004 - December 2012
International Game Technology 2000 - 2004
Prudential Insurance June 1998 - October 2000
Skills
Business Analysis, SDLC, Requirements Analysis, Use Case Diagrams, Test Case Generation, Management, Specifications, Project Management, SQL, Business Process, Workflow, IT Management, Vendor Management, User Acceptance Testing, Data Warehousing, Systems Analysis
Education
Stevens Institute of Technology 1999 — 2001
Masters, IT Management
Rutgers, The State University of New Jersey-Newark 1993 — 1998
Bachelors, Information Systems
New York Life Investment Management December 2012 - Present
Hartford Life June 2004 - December 2012
International Game Technology 2000 - 2004
Prudential Insurance June 1998 - October 2000
Skills
Business Analysis, SDLC, Requirements Analysis, Use Case Diagrams, Test Case Generation, Management, Specifications, Project Management, SQL, Business Process, Workflow, IT Management, Vendor Management, User Acceptance Testing, Data Warehousing, Systems Analysis
Education
Stevens Institute of Technology 1999 — 2001
Masters, IT Management
Rutgers, The State University of New Jersey-Newark 1993 — 1998
Bachelors, Information Systems
Pratyusha Challa's New York Life Investment Management Experience July 2007 - July 2010
Job Compliance Specialist
Industry Legal Services
Experience
Cornerstone Capital Management LLC January 2015 - Present
Bank of America Merrill Lynch September 2013 - January 2015
Seton Hall University School of Law August 2010 - May 2013
New York Life Investment Management July 2007 - July 2010
Skills
Bloomberg, Investments, Fixed Income, Equities, Financial Modeling, Series 7, Alternative Investments, Hedge Funds, Valuation, Mutual Funds, Securities, Equity Research, Bloomberg Terminal, Asset Allocation, Asset Managment, Capital IQ, Portfolio Management, Financial Analysis, Economics
Education
Seton Hall University School of Law 2010 — 2013
Doctor of Law (J.D.)
Rutgers University-New Brunswick 2003 — 2007
BA, Economics & Political Science
Cornerstone Capital Management LLC January 2015 - Present
Bank of America Merrill Lynch September 2013 - January 2015
Seton Hall University School of Law August 2010 - May 2013
New York Life Investment Management July 2007 - July 2010
Skills
Bloomberg, Investments, Fixed Income, Equities, Financial Modeling, Series 7, Alternative Investments, Hedge Funds, Valuation, Mutual Funds, Securities, Equity Research, Bloomberg Terminal, Asset Allocation, Asset Managment, Capital IQ, Portfolio Management, Financial Analysis, Economics
Education
Seton Hall University School of Law 2010 — 2013
Doctor of Law (J.D.)
Rutgers University-New Brunswick 2003 — 2007
BA, Economics & Political Science
Jason Lista's New York Life Investment Management Experience 2000 - 2002
Job Vice President at RES
Industry Hospital & Health Care
Experience
RES 2003 - Present
Deutsche Bank Asset Management 2002 - 2003
New York Life Investment Management 2000 - 2002
Skills
IT Strategy, XML, Business Analysis, Management, Enterprise Architecture, Leadership, Integration, Project Management, Change Management, Team Building, SQL, Analysis, Strategic Planning, Requirements Analysis, Customer Service, Software Project..., Software Development, Risk Management, Healthcare Information..., Management Consulting, Team Leadership
Education
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor's degree, Management and Technology
RES 2003 - Present
Deutsche Bank Asset Management 2002 - 2003
New York Life Investment Management 2000 - 2002
Skills
IT Strategy, XML, Business Analysis, Management, Enterprise Architecture, Leadership, Integration, Project Management, Change Management, Team Building, SQL, Analysis, Strategic Planning, Requirements Analysis, Customer Service, Software Project..., Software Development, Risk Management, Healthcare Information..., Management Consulting, Team Leadership
Education
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor's degree, Management and Technology
Jill Whitelaw's New York Life Investment Management Experience March 2001 - July 2002
Job Chief Counsel Funds Management at Lincoln Financial Group
Industry Law Practice
Experience
Lincoln Financial Group April 2011 - Present
Montgomery, McCracken, Walker & Rhoads, LLP December 2007 - March 2011
Merrill Lynch November 2006 - December 2007
Gartmore Global Investments May 2003 - November 2006
New York Life Investment Management March 2001 - July 2002
PNC Financial Services Group December 1992 - March 2001
Education
University of Pennsylvania Law School 1986 — 1988
JD, Law
University of Pennsylvania 1981 — 1985
BA, magna cum laude, Political Science, English
Lincoln Financial Group April 2011 - Present
Montgomery, McCracken, Walker & Rhoads, LLP December 2007 - March 2011
Merrill Lynch November 2006 - December 2007
Gartmore Global Investments May 2003 - November 2006
New York Life Investment Management March 2001 - July 2002
PNC Financial Services Group December 1992 - March 2001
Education
University of Pennsylvania Law School 1986 — 1988
JD, Law
University of Pennsylvania 1981 — 1985
BA, magna cum laude, Political Science, English
Pamela Gedman's New York Life Investment Management Experience September 2004 - November 2012
Job Director at Prudential Financial
Industry Financial Services
Experience
Prudential financial November 2012 - Present
Gedman's Black Belt Academy March 2005 - Present
New York Life Investment Management September 2004 - November 2012
Prudential Financial 2001 - 2004
Prudential Investments 1999 - 2001
Prudential Financial September 1994 - May 1999
Skills
Mutual Funds, Investments, Insurance, Financial Services, Fixed Annuities, Securities, Due Diligence, Retirement, Financial Risk, Securities Regulation, Pensions, Risk Management, Asset Management, Investment Advisory, AML, Series 6, Management, Collaborative Problem..., Team Leadership, Staff Development, Contract Manufacturing
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1990
BA, Political Science and Sociology
Prudential financial November 2012 - Present
Gedman's Black Belt Academy March 2005 - Present
New York Life Investment Management September 2004 - November 2012
Prudential Financial 2001 - 2004
Prudential Investments 1999 - 2001
Prudential Financial September 1994 - May 1999
Skills
Mutual Funds, Investments, Insurance, Financial Services, Fixed Annuities, Securities, Due Diligence, Retirement, Financial Risk, Securities Regulation, Pensions, Risk Management, Asset Management, Investment Advisory, AML, Series 6, Management, Collaborative Problem..., Team Leadership, Staff Development, Contract Manufacturing
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1990
BA, Political Science and Sociology
Scott Ingham/NYLIM's New York Life Investment Management Experience January 2006 - September 2007
Job Director at New York Life Investors
Industry Real Estate
Experience
New York Life Investors September 2014 - Present
New York Life Investors March 2010 - Present
New York Life Investment Managment September 2007 - March 2010
New York Life Investment Management January 2006 - September 2007
ING Investment Management May 2004 - January 2006
Skills
Investments, Valuation, Real Estate Investment
Education
New York University 2010 — 2012
Master of Science (M.S.), Real Estate
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
New York Life Investors September 2014 - Present
New York Life Investors March 2010 - Present
New York Life Investment Managment September 2007 - March 2010
New York Life Investment Management January 2006 - September 2007
ING Investment Management May 2004 - January 2006
Skills
Investments, Valuation, Real Estate Investment
Education
New York University 2010 — 2012
Master of Science (M.S.), Real Estate
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Post Howland's New York Life Investment Management Experience May 1999 - Present
Job Managing DirectorPrivate Placements at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management May 1999 - Present
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
The Johns Hopkins University 1980 — 1984
BA, Economics
New York Life Investment Management May 1999 - Present
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
The Johns Hopkins University 1980 — 1984
BA, Economics
Brian Cordes's New York Life Investment Management Experience March 1998 - February 2008
Job Vice President Portfolio Specialist at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers April 2012 - Present
Columbia Management March 2008 - April 2012
New York Life Investment Management March 1998 - February 2008
Skills
Competitive Analysis, Investment Management, Investments, Product Management, CRM, Marketing Strategy, Management, Portfolio Management, Analysis, Mutual Funds, Series 7, Marketing, Asset Allocation, Equities, Series 63
Education
Rider University 1992 — 1996
BS, Marketing
Cohen & Steers April 2012 - Present
Columbia Management March 2008 - April 2012
New York Life Investment Management March 1998 - February 2008
Skills
Competitive Analysis, Investment Management, Investments, Product Management, CRM, Marketing Strategy, Management, Portfolio Management, Analysis, Mutual Funds, Series 7, Marketing, Asset Allocation, Equities, Series 63
Education
Rider University 1992 — 1996
BS, Marketing
Randy Duran's New York Life Investment Management Experience August 1998 - September 2005
Job Vice President at Investors Bank
Industry Banking
Experience
Investors Bank July 2015 - Present
Popular Community Bank June 2014 - July 2015
JP Morgan Chase January 2013 - June 2014
JP Morgan Chase August 2011 - December 2012
JP Morgan Chase August 2009 - August 2011
Washington Mutual October 2005 - January 2009
New York Life Investment Management August 1998 - September 2005
Credit Agricole (fka Credit Lyonnais) October 1993 - August 1998
Skills
Loans, Financial Risk, Commercial Mortgages, Financial Structuring, Valuation, Commercial Lending, Real Estate Economics, Credit Analysis, Risk Management, Financial Services, Management, Portfolio Management, Banking, Underwriting, Credit, Mortgage Lending, Financial Analysis, Loan Origination, Fixed Income, Analysis, Investments
Education
New York University 1996 — 1998
MS, Real Estate
Rutgers University-New Brunswick 1991 — 1993
BS, Economics
Investors Bank July 2015 - Present
Popular Community Bank June 2014 - July 2015
JP Morgan Chase January 2013 - June 2014
JP Morgan Chase August 2011 - December 2012
JP Morgan Chase August 2009 - August 2011
Washington Mutual October 2005 - January 2009
New York Life Investment Management August 1998 - September 2005
Credit Agricole (fka Credit Lyonnais) October 1993 - August 1998
Skills
Loans, Financial Risk, Commercial Mortgages, Financial Structuring, Valuation, Commercial Lending, Real Estate Economics, Credit Analysis, Risk Management, Financial Services, Management, Portfolio Management, Banking, Underwriting, Credit, Mortgage Lending, Financial Analysis, Loan Origination, Fixed Income, Analysis, Investments
Education
New York University 1996 — 1998
MS, Real Estate
Rutgers University-New Brunswick 1991 — 1993
BS, Economics
Martine Floreska's New York Life Investment Management Experience June 2007 - February 2008
Job AList Professional Administrative Expert
Industry Financial Services
Experience
United Nations - International Computing Centre (ICC) May 2010 - October 2010
New York Life Investment Management June 2007 - February 2008
American Express February 2006 - May 2007
JPMorgan Chase June 1992 - April 2004
Skills
Online Research, Proofreading, Creative Writing, Resume Writing, Customer Service, French to English..., Teaching, Audio Transcription, Time Management, Management, Lotus Notes
Education
University of Phoenix 2000 — 2004
BS, e-Business
University of Phoenix 2000 — 2004
Bachelors of Science Degree, Business
United Nations - International Computing Centre (ICC) May 2010 - October 2010
New York Life Investment Management June 2007 - February 2008
American Express February 2006 - May 2007
JPMorgan Chase June 1992 - April 2004
Skills
Online Research, Proofreading, Creative Writing, Resume Writing, Customer Service, French to English..., Teaching, Audio Transcription, Time Management, Management, Lotus Notes
Education
University of Phoenix 2000 — 2004
BS, e-Business
University of Phoenix 2000 — 2004
Bachelors of Science Degree, Business
Bill Naylor's New York Life Investment Management Experience July 2012 - April 2015
Job Defined Benefit Technical Analyst at John Hancock Financial Services
Industry Investment Management
Experience
John Hancock Financial Services April 2015 - Present
New York Life Investment Management July 2012 - April 2015
New York Life Investment Management April 2010 - July 2012
Dean College August 2007 - January 2010
Dean College August 2007 - May 2008
Education
Southern New Hampshire University 2014 — 2016
Master of Science (M.S.), Finance
Providence College 2003 — 2007
B.S., Marketing, Finance
John Hancock Financial Services April 2015 - Present
New York Life Investment Management July 2012 - April 2015
New York Life Investment Management April 2010 - July 2012
Dean College August 2007 - January 2010
Dean College August 2007 - May 2008
Education
Southern New Hampshire University 2014 — 2016
Master of Science (M.S.), Finance
Providence College 2003 — 2007
B.S., Marketing, Finance
Brian Curcio's New York Life Investment Management Experience May 2011 - Present
Job Corporate Vice President IT Finance at New York Life
Industry Insurance
Experience
New York Life Investment Management May 2011 - Present
Hartford Life 2005 - May 2011
Education
University of Maryland College Park
New York Life Investment Management May 2011 - Present
Hartford Life 2005 - May 2011
Education
University of Maryland College Park
Mary Ellen Cantor's New York Life Investment Management Experience March 1987 - June 2004
Job Licensed Salesperson at Houlihan Lawrence
Industry Real Estate
Experience
Houlihan Lawrence March 2005 - Present
New York Life Investment Management March 1987 - June 2004
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
New York University 1968 — 1971
BA, Journalism
School of the Holy Child, Rye, NY 1963 — 1967
college prep
Houlihan Lawrence March 2005 - Present
New York Life Investment Management March 1987 - June 2004
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
New York University 1968 — 1971
BA, Journalism
School of the Holy Child, Rye, NY 1963 — 1967
college prep
Paul Habib's New York Life Investment Management Experience 1992 - 1997
Job Sales Executive at Vanguard
Industry Investment Management
Experience
Vanguard May 2012 - Present
RS Investments May 2009 - May 2012
Hartford Investment Management 2006 - May 2009
MacKay Shields 1997 - 2005
New York Life Investment Management 1992 - 1997
Skills
Investments, Asset Allocation, Mutual Funds, Investment Strategies, Fixed Income, Financial Markets, Sales, Asset Managment, Equities, Portfolio Management, ETFs, Finance, Asset Management, Relationship Management, Series 63, Financial Advisory, Alternative Investments, Investment Banking, Series 7, Investment Management, 401k, Wealth Management, Securities, Investment Advisory, FINRA, Series 6, Separately Managed..., Hedge Funds
Education
Rider University 1986 — 1990
Marketing/Finance
Vanguard May 2012 - Present
RS Investments May 2009 - May 2012
Hartford Investment Management 2006 - May 2009
MacKay Shields 1997 - 2005
New York Life Investment Management 1992 - 1997
Skills
Investments, Asset Allocation, Mutual Funds, Investment Strategies, Fixed Income, Financial Markets, Sales, Asset Managment, Equities, Portfolio Management, ETFs, Finance, Asset Management, Relationship Management, Series 63, Financial Advisory, Alternative Investments, Investment Banking, Series 7, Investment Management, 401k, Wealth Management, Securities, Investment Advisory, FINRA, Series 6, Separately Managed..., Hedge Funds
Education
Rider University 1986 — 1990
Marketing/Finance
Vivian Dubin's New York Life Investment Management Experience AssociateHerrick, Feinstein LLPAugust 1986 - August 1996
Job Associate General Counsel at New York Life Investment Management
Industry Law Practice
Experience
New York Life Investment Management AssociateHerrick, Feinstein LLPAugust 1986 - August 1996
Education
St. John's University School of Law 1981 — 1985
JD, Law
Stony Brook University 1976 — 1980
Ba, Sociology, Psychology
New York Life Investment Management AssociateHerrick, Feinstein LLPAugust 1986 - August 1996
Education
St. John's University School of Law 1981 — 1985
JD, Law
Stony Brook University 1976 — 1980
Ba, Sociology, Psychology
Ken McManus's New York Life Investment Management Experience May 2000 - January 2004
Job Portfolio Compliance Risk Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Lord Abbett & Co. January 2004 - August 2014
New York Life Investment Management May 2000 - January 2004
Warburg Pincus/Credit Suisse Asset Management April 1997 - May 2000
Chase Asset Management Inc. January 1995 - April 1997
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Investments, Alternative Investments, Securities, Asset Allocation, Series 7, Bloomberg, Auditing, Investment Advisory, Derivatives, Financial Services, Bonds, Series 63, Hedge Funds, Investment Management, Asset Managment
Education
Richard Stockton College of New Jersey
Bachelor of Arts (BA), Business - Finance Concentration
Brown Brothers Harriman January 2015 - Present
Lord Abbett & Co. January 2004 - August 2014
New York Life Investment Management May 2000 - January 2004
Warburg Pincus/Credit Suisse Asset Management April 1997 - May 2000
Chase Asset Management Inc. January 1995 - April 1997
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Investments, Alternative Investments, Securities, Asset Allocation, Series 7, Bloomberg, Auditing, Investment Advisory, Derivatives, Financial Services, Bonds, Series 63, Hedge Funds, Investment Management, Asset Managment
Education
Richard Stockton College of New Jersey
Bachelor of Arts (BA), Business - Finance Concentration
Dennis Owen's New York Life Investment Management Experience 2000 - 2004
Job Principal Capital Markets
Industry Real Estate
Experience
Vista Capital Solutions December 2014 - Present
Rockwood Real Estate Advisors May 2011 - November 2014
Ventras Asset Management LLC November 2009 - January 2011
Capmark July 2004 - November 2009
Capmark Finance 2004 - 2009
New York Life Insurance Company July 2000 - May 2004
New York Life Investment Management 2000 - 2004
Skills
Asset Managment, Real Estate, CMBS, Commercial Mortgages, Underwriting, Asset Management, Commercial Real Estate, Real Estate Economics, Loans, Portfolio Management, Financial Structuring, Loan Origination, Capital Markets, Disposition, Banking, Risk Management, Dispositions
Education
New York Institute of Technology 1977 — 1981
BS, Business
Vista Capital Solutions December 2014 - Present
Rockwood Real Estate Advisors May 2011 - November 2014
Ventras Asset Management LLC November 2009 - January 2011
Capmark July 2004 - November 2009
Capmark Finance 2004 - 2009
New York Life Insurance Company July 2000 - May 2004
New York Life Investment Management 2000 - 2004
Skills
Asset Managment, Real Estate, CMBS, Commercial Mortgages, Underwriting, Asset Management, Commercial Real Estate, Real Estate Economics, Loans, Portfolio Management, Financial Structuring, Loan Origination, Capital Markets, Disposition, Banking, Risk Management, Dispositions
Education
New York Institute of Technology 1977 — 1981
BS, Business
Ryan Gieger's New York Life Investment Management Experience July 2006 - October 2007
Job Vice President Sales at Atlantic Financial Partners, LLC
Industry Wholesale
Experience
Atlantic Financial Partners, LLC June 2011 - Present
COLUMBIA ASSET MANAGEMENT June 2010 - October 2010
FOCUS ASIA PARTNERS February 2008 - March 2009
NEW YORK LIFE INVESTMENT MANAGEMENT July 2006 - October 2007
Skills
Wholesaling, Asset Management, Business Development, Investments, Mutual Funds, Sales, Selling, Wholesale, Hedge Funds, Sales Operations, Financial Advisory, Management, New Business Development, Portfolio Management
Education
Seton Hall University 2004 — 2006
bachelor of science, Sociology
SETON HALL UNIVERSITYSouth
Bachelor of Science; s Stillman School of Business MBA Program, Sociology
Atlantic Financial Partners, LLC June 2011 - Present
COLUMBIA ASSET MANAGEMENT June 2010 - October 2010
FOCUS ASIA PARTNERS February 2008 - March 2009
NEW YORK LIFE INVESTMENT MANAGEMENT July 2006 - October 2007
Skills
Wholesaling, Asset Management, Business Development, Investments, Mutual Funds, Sales, Selling, Wholesale, Hedge Funds, Sales Operations, Financial Advisory, Management, New Business Development, Portfolio Management
Education
Seton Hall University 2004 — 2006
bachelor of science, Sociology
SETON HALL UNIVERSITYSouth
Bachelor of Science; s Stillman School of Business MBA Program, Sociology
Bob Deprizio's New York Life Investment Management Experience April 2008 - July 2013
Job Compliance Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
New York Life Investment Management April 2008 - July 2013
Education
University of California, Santa Barbara
B.A., Economics-Mathematics
Fenwick High School
New York Life Insurance Company July 2013 - Present
New York Life Investment Management April 2008 - July 2013
Education
University of California, Santa Barbara
B.A., Economics-Mathematics
Fenwick High School
Lou Violante, CFA's New York Life Investment Management Experience 2001 - 2010
Job Head of Structured Products
Industry Financial Services
Experience
MarketAxess 2010 - 2012
New York Life Investment Management 2001 - 2010
JPMorgan Chase Securities 1988 - 2001
Skills
Fixed Income, Securities, Loans, Electronic Trading, Capital Markets, Financial Markets, Trading Systems, Series 7, Credit, Bonds, Derivatives, Bloomberg, Emerging Markets, Structured Finance, Portfolio Management, Investment Banking, Financial Modeling, Investments, Valuation, Equities, Hedge Funds, Market Data, Series 63, Structured Products, Asset Management, Alternative Investments, Trading, Risk Management
Education
New York University
Bachelor of Business Administration
MarketAxess 2010 - 2012
New York Life Investment Management 2001 - 2010
JPMorgan Chase Securities 1988 - 2001
Skills
Fixed Income, Securities, Loans, Electronic Trading, Capital Markets, Financial Markets, Trading Systems, Series 7, Credit, Bonds, Derivatives, Bloomberg, Emerging Markets, Structured Finance, Portfolio Management, Investment Banking, Financial Modeling, Investments, Valuation, Equities, Hedge Funds, Market Data, Series 63, Structured Products, Asset Management, Alternative Investments, Trading, Risk Management
Education
New York University
Bachelor of Business Administration
Stephen Mandella's New York Life Investment Management Experience 2005 - 2007
Job CFO/COO at Strategic Investment Group
Industry Financial Services
Experience
Strategic Investment Group November 2014 - Present
Aladdin Capital May 2009 - April 2013
New York Life Investment Management 2005 - 2007
Merrill Lynch Investment Managers 2002 - 2006
Merrill Lynch & Co., Inc., New York, New York 2002 - 2006
Merrill Lynch 1981 - 2006
Skills
Asset Management, Hedge Funds, Financial Analysis, Capital Markets, Alternative Investments, Trading, Strategic Financial..., Equities, Corporate Finance, Asset Managment, Private Equity, Securities, Investment Banking, Fixed Income, Derivatives, Mergers & Acquisitions
Education
SUNY at Buffalo
Bachelor of Science, Accounting
Saint John's University
MBA, Finance
Strategic Investment Group November 2014 - Present
Aladdin Capital May 2009 - April 2013
New York Life Investment Management 2005 - 2007
Merrill Lynch Investment Managers 2002 - 2006
Merrill Lynch & Co., Inc., New York, New York 2002 - 2006
Merrill Lynch 1981 - 2006
Skills
Asset Management, Hedge Funds, Financial Analysis, Capital Markets, Alternative Investments, Trading, Strategic Financial..., Equities, Corporate Finance, Asset Managment, Private Equity, Securities, Investment Banking, Fixed Income, Derivatives, Mergers & Acquisitions
Education
SUNY at Buffalo
Bachelor of Science, Accounting
Saint John's University
MBA, Finance
Barbara Friedman's New York Life Investment Management Experience 2000 - May 2013
Job AFLAC Global Investments, Head of Investments Legal & Regulatory
Industry Financial Services
Experience
New York Life Investment Management 2000 - May 2013
Coudert Brothers 1996 - 2000
Breed Abbott & Morgan 1984 - 1996
Education
The University of Texas School of Law 1980 — 1983
JD with Honors, Law
Yale University 1976 — 1980
BA, Economics
New York Life Investment Management 2000 - May 2013
Coudert Brothers 1996 - 2000
Breed Abbott & Morgan 1984 - 1996
Education
The University of Texas School of Law 1980 — 1983
JD with Honors, Law
Yale University 1976 — 1980
BA, Economics
Jack Mount's New York Life Investment Management Experience January 2004 - December 2004
Job Professional in transition
Industry Financial Services
Experience
Sunquest Funding September 2013 - Present
Residential Finance January 2012 - September 2013
BNY Mellon/ Pershing January 2006 - April 2010
ADP January 2005 - December 2005
NEW YORK LIFE INVESTMENT MANAGEMENT January 2004 - December 2004
TD WATERHOUSE January 2003 - December 2003
SUMMIT FINANCIAL RESOURCES January 1991 - August 2001
Mount Landscape Contractors 1998 - 1999
Skills
Life, Health, Property,..., FINRA Series 7, 6, 63,55, Securities, Mutual Funds, Insurance, Sales, Fixed Income, Management, Trading, Financial Services, Series 7, Investments, Licensed Mortgage Loan..., Property & Casualty..., Real Estate, Loans, Finance, Bonds, Portfolio Management, Options, Retirement, Series 63, Financial Advisory, Retirement Planning, Mortgage Lending, Wealth Management, Strategic Financial..., FINRA, Fixed Annuities, Credit, Equities, Hedge Funds, Funding, Banking, Relationship Management, Financial Markets, Residential Mortgages, Life Insurance, Credit Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts, Political Science
Sunquest Funding September 2013 - Present
Residential Finance January 2012 - September 2013
BNY Mellon/ Pershing January 2006 - April 2010
ADP January 2005 - December 2005
NEW YORK LIFE INVESTMENT MANAGEMENT January 2004 - December 2004
TD WATERHOUSE January 2003 - December 2003
SUMMIT FINANCIAL RESOURCES January 1991 - August 2001
Mount Landscape Contractors 1998 - 1999
Skills
Life, Health, Property,..., FINRA Series 7, 6, 63,55, Securities, Mutual Funds, Insurance, Sales, Fixed Income, Management, Trading, Financial Services, Series 7, Investments, Licensed Mortgage Loan..., Property & Casualty..., Real Estate, Loans, Finance, Bonds, Portfolio Management, Options, Retirement, Series 63, Financial Advisory, Retirement Planning, Mortgage Lending, Wealth Management, Strategic Financial..., FINRA, Fixed Annuities, Credit, Equities, Hedge Funds, Funding, Banking, Relationship Management, Financial Markets, Residential Mortgages, Life Insurance, Credit Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts, Political Science
Mark Boyajian's New York Life Investment Management Experience November 2013 - Present
Job Operations Support Specialist at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management November 2013 - Present
New York Life Investment Management August 2006 - November 2013
Mercer March 2004 - August 2006
Skills
Customer Relations, Account Management, Client Service, Client Services, Customer Service, Financial Services, Lead Generation, Management, Sales, Mutual Funds
Education
Northeatern University 1989 — 1994
Bachelor Of Science, Business Administration
Xaverian Brothers High School 1985 — 1989
Northeastern University
Bachelor's degree, Business Administration and Management, General
New York Life Investment Management November 2013 - Present
New York Life Investment Management August 2006 - November 2013
Mercer March 2004 - August 2006
Skills
Customer Relations, Account Management, Client Service, Client Services, Customer Service, Financial Services, Lead Generation, Management, Sales, Mutual Funds
Education
Northeatern University 1989 — 1994
Bachelor Of Science, Business Administration
Xaverian Brothers High School 1985 — 1989
Northeastern University
Bachelor's degree, Business Administration and Management, General
Nick Jans's New York Life Investment Management Experience October 2000 - October 2011
Job Principal at Willow Bend Commercial Capital, LLC.
Industry Commercial Real Estate
Experience
Willow Bend Commercial Capital, LLC. July 2012 - Present
New York Life Investment Management October 2000 - October 2011
Massachusetts Mutual Life Insurance March 1986 - October 2000
General American Life 1983 - 1986
Skills
Portfolio Management, Loans, Credit, Underwriting, Commercial Mortgages, Mortgage Lending, Loan Servicing, Commercial Real Estate, Disposition, Private Equity, Asset Management, Investments, Foreclosures, Real Estate Economics, Property, Brokerage, Structured Finance, Real Estate Financing, Valuation, CMBS, Commercial Lending, Due Diligence, Real Estate Development, Loan Origination, Investment Properties, Real Estate, Real Estate Transactions, Financial Analysis
Education
Saint Louis University 1978 — 1982
Bachelor's Degree, Business Administration
St Timothy's
University of Missouri-Columbia
Willow Bend Commercial Capital, LLC. July 2012 - Present
New York Life Investment Management October 2000 - October 2011
Massachusetts Mutual Life Insurance March 1986 - October 2000
General American Life 1983 - 1986
Skills
Portfolio Management, Loans, Credit, Underwriting, Commercial Mortgages, Mortgage Lending, Loan Servicing, Commercial Real Estate, Disposition, Private Equity, Asset Management, Investments, Foreclosures, Real Estate Economics, Property, Brokerage, Structured Finance, Real Estate Financing, Valuation, CMBS, Commercial Lending, Due Diligence, Real Estate Development, Loan Origination, Investment Properties, Real Estate, Real Estate Transactions, Financial Analysis
Education
Saint Louis University 1978 — 1982
Bachelor's Degree, Business Administration
St Timothy's
University of Missouri-Columbia
Craig Sabatini's New York Life Investment Management Experience March 2008 - June 2012
Job Associate Analyst at Moody's Investors Service
Industry Research
Experience
Moody's Investors Service August 2012 - Present
New York Life Investment Management March 2008 - June 2012
Skills
Financial Modeling
Education
NYU Stern School of Business
MBA, Quantitative Finance
University of Delaware - Lerner College of Business and Economics 2004 — 2008
BS, Finance
Moody's Investors Service August 2012 - Present
New York Life Investment Management March 2008 - June 2012
Skills
Financial Modeling
Education
NYU Stern School of Business
MBA, Quantitative Finance
University of Delaware - Lerner College of Business and Economics 2004 — 2008
BS, Finance
Mackenzie Carpenter's New York Life Investment Management Experience July 2012 - Present
Job Financial Analyst at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Investment Management July 2012 - Present
Year Up March 2012 - January 2013
Midurski Bros. Landscape April 2011 - January 2012
Canal General Contractors October 2006 - October 2009
Education
University of Massachusetts Dartmouth 2009 — 2011
New York Life Investment Management July 2012 - Present
Year Up March 2012 - January 2013
Midurski Bros. Landscape April 2011 - January 2012
Canal General Contractors October 2006 - October 2009
Education
University of Massachusetts Dartmouth 2009 — 2011
Deb Schuster Proulx's New York Life Investment Management Experience October 2005 - Present
Job 2nd Vice President Government Reporting at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management October 2005 - Present
Education
University of Rhode Island
New York Life Investment Management October 2005 - Present
Education
University of Rhode Island
Karen O'Donohoe's New York Life Investment Management Experience April 2014 - Present
Job Market Data Administration at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management April 2014 - Present
BNY Mellon December 2004 - March 2014
BNY Mellon March 2006 - September 2010
Citigroup Asset Management May 2000 - October 2004
Skills
Banking, Equities, Financial Analysis, Financial Services, Microsoft Excel, Mutual Funds, Securities, Bloomberg, Investments, Fixed Income, Risk Management, Asset Management, Portfolio Management, Microsoft Office, Derivatives, Lotus Notes, Outlook, Customer Service, Access, Accounting, Trading, Financial Markets, Hedge Funds, Capital Markets, Back Office
Education
Carlow University, Pittsburgh, PA 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Niagara University 1984 — 1988
Bachelor's degree, Commerce
New York Life Investment Management April 2014 - Present
BNY Mellon December 2004 - March 2014
BNY Mellon March 2006 - September 2010
Citigroup Asset Management May 2000 - October 2004
Skills
Banking, Equities, Financial Analysis, Financial Services, Microsoft Excel, Mutual Funds, Securities, Bloomberg, Investments, Fixed Income, Risk Management, Asset Management, Portfolio Management, Microsoft Office, Derivatives, Lotus Notes, Outlook, Customer Service, Access, Accounting, Trading, Financial Markets, Hedge Funds, Capital Markets, Back Office
Education
Carlow University, Pittsburgh, PA 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Niagara University 1984 — 1988
Bachelor's degree, Commerce
Anna Dvinsky Domb's New York Life Investment Management Experience April 2003 - August 2006
Job Marketing/Asset Management
Industry Financial Services
Experience
Northern Trust February 2008 - May 2011
Canyon Capital Advisors September 2006 - December 2007
New York Life Investment Management April 2003 - August 2006
J.P. Morgan June 2000 - January 2002
Lazard Asset Management June 1998 - June 2000
Skills
Marketing Communications, Marketing Strategy, Sales, Investor Relations, Manage Client..., Client Relations Skills, Client Development
Education
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor's Degree, Business Administration and Management, General
Northern Trust February 2008 - May 2011
Canyon Capital Advisors September 2006 - December 2007
New York Life Investment Management April 2003 - August 2006
J.P. Morgan June 2000 - January 2002
Lazard Asset Management June 1998 - June 2000
Skills
Marketing Communications, Marketing Strategy, Sales, Investor Relations, Manage Client..., Client Relations Skills, Client Development
Education
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor's Degree, Business Administration and Management, General
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group