New York Life Investments
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 Investments Employees
Employee
Years
Job
Industry
John Puccio John Puccio's New York Life Investments Experience February 2006 - July 2012
Job Head of U.S. Operations at Tempus Media
Industry Public Relations and Communications
Experience
Tempus Media January 2014 - Present
Crowded Hour LLC July 2012 - Present
New York Life Investments February 2006 - July 2012
RFBinder Partners January 2000 - January 2006
Hill & Knowlton 1998 - 1999
Cohn & Wolfe 1995 - 1998
Skills
Strategic Communications, Media Relations, Corporate Communications, Crisis Communications, Reputation Management, Internal Communications, Crisis Management, Integrated Marketing, Public Relations, Thought Leadership, Press Releases, Speech Writing, Communication Training, Corporate Social...
Education
Loyola University Maryland 1990 — 1994
Bachelor's Degree, History
Tempus Media January 2014 - Present
Crowded Hour LLC July 2012 - Present
New York Life Investments February 2006 - July 2012
RFBinder Partners January 2000 - January 2006
Hill & Knowlton 1998 - 1999
Cohn & Wolfe 1995 - 1998
Skills
Strategic Communications, Media Relations, Corporate Communications, Crisis Communications, Reputation Management, Internal Communications, Crisis Management, Integrated Marketing, Public Relations, Thought Leadership, Press Releases, Speech Writing, Communication Training, Corporate Social...
Education
Loyola University Maryland 1990 — 1994
Bachelor's Degree, History
Deepak Bansal Deepak Bansal's New York Life Investments Experience December 2007 - February 2014
Job Senior Technical Architect at New York City Department of Information Technology & Telecommunications
Industry Investment Management
Experience
New York Life Investments December 2007 - February 2014
Wyeth Consumer Healthcare 2005 - 2007
Bayer Business Services 2002 - 2005
Siebel Systems, Inc 1998 - 2001
Skills
Business Intelligence, Vendor Management, Business Analysis, Project Management, Business Process, SDLC, Database Administration, Relational Databases, Siebel 7.x, OBIEE, C++, Data Warehousing, Oracle, Enterprise Architecture, Software Project..., CRM, Training, Integration, Management, Requirements Analysis, Consulting, Testing
Education
William Paterson University of New Jersey 2001 — 2005
Bachelor of Arts (B.A.), Computer Science, 3.5
Information Techology Management 1997 — 1998
Application Development Certification, Application Development / Database Management, 3.6
Maharaja Agrasen College 1991 — 1994
Bachelor of Science (B.Sc.), Biology/Biological Sciences, General, 3.6
New York Life Investments December 2007 - February 2014
Wyeth Consumer Healthcare 2005 - 2007
Bayer Business Services 2002 - 2005
Siebel Systems, Inc 1998 - 2001
Skills
Business Intelligence, Vendor Management, Business Analysis, Project Management, Business Process, SDLC, Database Administration, Relational Databases, Siebel 7.x, OBIEE, C++, Data Warehousing, Oracle, Enterprise Architecture, Software Project..., CRM, Training, Integration, Management, Requirements Analysis, Consulting, Testing
Education
William Paterson University of New Jersey 2001 — 2005
Bachelor of Arts (B.A.), Computer Science, 3.5
Information Techology Management 1997 — 1998
Application Development Certification, Application Development / Database Management, 3.6
Maharaja Agrasen College 1991 — 1994
Bachelor of Science (B.Sc.), Biology/Biological Sciences, General, 3.6
Adam Mushaweh, CFA Adam Mushaweh, CFA's New York Life Investments Experience September 2006 - March 2007
Job Associate Product Manager at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company December 2013 - Present
Loomis, Sayles & Company December 2012 - Present
Old Mutual Asset Management October 2010 - December 2012
KPMG Advisory September 2007 - September 2010
New York Life Investments September 2006 - March 2007
Skills
Portfolio Management, Portfolio Analytics, Financial Modeling, Financial Statement..., Equity/Fixed Income..., Macroeconomics, Client Service, Asset Management, Client Services, Financial Risk, Investments, Due Diligence, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters of Science, Finance
Bentley University 2003 — 2007
BS, Economics & Finance
Loomis, Sayles & Company December 2013 - Present
Loomis, Sayles & Company December 2012 - Present
Old Mutual Asset Management October 2010 - December 2012
KPMG Advisory September 2007 - September 2010
New York Life Investments September 2006 - March 2007
Skills
Portfolio Management, Portfolio Analytics, Financial Modeling, Financial Statement..., Equity/Fixed Income..., Macroeconomics, Client Service, Asset Management, Client Services, Financial Risk, Investments, Due Diligence, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters of Science, Finance
Bentley University 2003 — 2007
BS, Economics & Finance
Amit Soni, CFA's New York Life Investments Experience January 2013 - Present
Job Director at New York Life Investments
Industry Investment Management
Experience
New York Life Investments January 2013 - Present
Putnam Investments July 2008 - December 2012
Skills
Matlab, VBA, Quantitative Finance, Quantitative Analysis, R, Axioma Portfolio..., Bloomberg, Factset, Portfolio Management, Equities, Portfolio Optimization, Options, Investment Management, Investments, Quantitative Analytics, Asset Allocation, Financial Modeling, Alternative Investments, Hedge Funds, Equity Research, Structured Products, Equity Derivatives, Asset Management, Capital Markets, Equity Valuation, Emerging Markets, Valuation, Macroeconomics, Investment Strategies, Hedging
Education
Massachusetts Institute of Technology 2006 — 2008
MS, Computation for Design and Optimization
Indian Institute of Technology, Kanpur 2002 — 2006
BTech, Mechanical Engineering
KV IIT
New York Life Investments January 2013 - Present
Putnam Investments July 2008 - December 2012
Skills
Matlab, VBA, Quantitative Finance, Quantitative Analysis, R, Axioma Portfolio..., Bloomberg, Factset, Portfolio Management, Equities, Portfolio Optimization, Options, Investment Management, Investments, Quantitative Analytics, Asset Allocation, Financial Modeling, Alternative Investments, Hedge Funds, Equity Research, Structured Products, Equity Derivatives, Asset Management, Capital Markets, Equity Valuation, Emerging Markets, Valuation, Macroeconomics, Investment Strategies, Hedging
Education
Massachusetts Institute of Technology 2006 — 2008
MS, Computation for Design and Optimization
Indian Institute of Technology, Kanpur 2002 — 2006
BTech, Mechanical Engineering
KV IIT
Julie Dennis's New York Life Investments Experience September 2002 - Present
Job Product Marketing at New York Life Investments
Industry Financial Services
Experience
New York Life Investments September 2002 - Present
New York Life Insurance Company 1979 - 2002
Skills
Investments, Insurance, Business Analysis, Strategic Planning, Series 6, Vendor Management, 401k, Business Strategy, Management Consulting, Variable Annuities, Fixed Annuities, Business Process..., Management, Retirement, Coaching, Customer Service, Series 7, Financial Services, Process Improvement, Negotiation, Entrepreneurship, Account Management, Team Leadership, New Business Development, Training, Program Management, Organizational..., Marketing Communications, Team Building, Contract Negotiation, Risk Management, Mutual Funds, Public Speaking, Private Equity, Project Management, Fundraising, 529 Plans, Stable Value, Qualified Pension Plans, Evangelism, Series 63, Stable Value..., DCIO & Thaft Hartley..., Retirement Planning
Education
Long Island University, Brooklyn Campus
Master of Business Administration (MBA), Finance and Financial Management Services
Baruch College
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
New York Life Investments September 2002 - Present
New York Life Insurance Company 1979 - 2002
Skills
Investments, Insurance, Business Analysis, Strategic Planning, Series 6, Vendor Management, 401k, Business Strategy, Management Consulting, Variable Annuities, Fixed Annuities, Business Process..., Management, Retirement, Coaching, Customer Service, Series 7, Financial Services, Process Improvement, Negotiation, Entrepreneurship, Account Management, Team Leadership, New Business Development, Training, Program Management, Organizational..., Marketing Communications, Team Building, Contract Negotiation, Risk Management, Mutual Funds, Public Speaking, Private Equity, Project Management, Fundraising, 529 Plans, Stable Value, Qualified Pension Plans, Evangelism, Series 63, Stable Value..., DCIO & Thaft Hartley..., Retirement Planning
Education
Long Island University, Brooklyn Campus
Master of Business Administration (MBA), Finance and Financial Management Services
Baruch College
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
Mark Cashman Mark Cashman's New York Life Investments Experience April 2010 - October 2012
Job Business Analyst
Industry Financial Services
Experience
New York Life Insurance Company October 2012 - Present
New York Life Investments April 2010 - October 2012
New York Life Investments February 2008 - April 2010
New York Life Investments June 2006 - February 2008
Skills
Mutual Funds, Securities, Series 7, Investments, Asset Managment, Bloomberg, Equities, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service
Education
University of Delaware 2002 — 2006
Bachelor of Arts (B.A.), Economics
New York Life Insurance Company October 2012 - Present
New York Life Investments April 2010 - October 2012
New York Life Investments February 2008 - April 2010
New York Life Investments June 2006 - February 2008
Skills
Mutual Funds, Securities, Series 7, Investments, Asset Managment, Bloomberg, Equities, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service
Education
University of Delaware 2002 — 2006
Bachelor of Arts (B.A.), Economics
Rob Hayden Rob Hayden's New York Life Investments Experience August 2014 - Present
Job Senior Associate, Strategic Technology Investments Group
Industry Venture Capital & Private Equity
Experience
New York Life Investments August 2014 - Present
American Well August 2013 - August 2014
Hunt Consolidated Energy & Investments 2011 - 2011
Southern Methodist University August 2009 - August 2010
Skills
Public Speaking, Litigation, Research, Legal Research, Spanish, Legal Writing, Real Estate, Private Equity, Government, Peer Mediation, Microsoft Word, Microsoft Office, Public Policy, PowerPoint, Policy Analysis, Editing, Team Building, Fundraising, Commercial Litigation, Flanges, Yachting, Ubiquitous Computing
Education
Boston College Law School
Doctor of Law (J.D.)
Boston College - Carroll School of Management
Master of Business Administration (M.B.A.)
Southern Methodist University
Bachelor of Arts (B.A.), Political Science, Public Policy, and Spanish
New York Life Investments August 2014 - Present
American Well August 2013 - August 2014
Hunt Consolidated Energy & Investments 2011 - 2011
Southern Methodist University August 2009 - August 2010
Skills
Public Speaking, Litigation, Research, Legal Research, Spanish, Legal Writing, Real Estate, Private Equity, Government, Peer Mediation, Microsoft Word, Microsoft Office, Public Policy, PowerPoint, Policy Analysis, Editing, Team Building, Fundraising, Commercial Litigation, Flanges, Yachting, Ubiquitous Computing
Education
Boston College Law School
Doctor of Law (J.D.)
Boston College - Carroll School of Management
Master of Business Administration (M.B.A.)
Southern Methodist University
Bachelor of Arts (B.A.), Political Science, Public Policy, and Spanish
Marlene McGill Marlene McGill's New York Life Investments Experience March 2008 - November 2010
Job Assistant to Chief Operating Officer at BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management April 2015 - Present
Aspen Insurance January 2011 - April 2015
New York Life Investments March 2008 - November 2010
Subaqueous Services, Inc July 2005 - March 2008
Winter Park Construction (WPC) August 2003 - July 2005
Prudential Financial Services September 1998 - February 2002
Merrill Lynch & Company April 1995 - September 1998
Securities Research & Economies January 1995 - January 1997
Skills
Administrative..., Office Management, Leadership, Budgets, Time Management, Event Planning, Management, Marketing, Microsoft Excel, PowerPoint, CRM, Microsoft Office, Concur, Blackberry, Microsoft Word, Gatekeeper, Heavy Calendaring, Travel Management, Business Travel, Minutes, Administrative..., Travel Arrangements
Education
University of East London 1990 — 1992
Business Administration
Duff’s Business College
Associate Degree, Secretarial Science
BNY Mellon Investment Management April 2015 - Present
Aspen Insurance January 2011 - April 2015
New York Life Investments March 2008 - November 2010
Subaqueous Services, Inc July 2005 - March 2008
Winter Park Construction (WPC) August 2003 - July 2005
Prudential Financial Services September 1998 - February 2002
Merrill Lynch & Company April 1995 - September 1998
Securities Research & Economies January 1995 - January 1997
Skills
Administrative..., Office Management, Leadership, Budgets, Time Management, Event Planning, Management, Marketing, Microsoft Excel, PowerPoint, CRM, Microsoft Office, Concur, Blackberry, Microsoft Word, Gatekeeper, Heavy Calendaring, Travel Management, Business Travel, Minutes, Administrative..., Travel Arrangements
Education
University of East London 1990 — 1992
Business Administration
Duff’s Business College
Associate Degree, Secretarial Science
Yie-Hsin Hung Yie-Hsin Hung's New York Life Investments Experience March 2012 - December 2013
Job Chief Executive Officer, New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management May 2015 - Present
New York Life Investment Management January 2014 - Present
New York Life Investments March 2012 - December 2013
New York Life Investments November 2010 - March 2012
Bridgewater Associates 2008 - 2010
Morgan Stanley Investment Management October 2003 - 2008
Morgan Stanley February 1997 - October 2003
Dean Witter Reynolds Inc. September 1986 - February 1997
Skills
Executive Management, Asset Management, Investments, Alternative Investments, Mergers, Strategic Planning, Investment Strategies, Private Equity, Hedge Funds, Asset Managment, Mergers & Acquisitions, Capital Markets, Fixed Income, Investment Management, Portfolio Management, Equities, Institutional..., Investment Banking, Venture Capital, Bloomberg, Financial Modeling, Financial Services, Mutual Funds
Education
Harvard Business School 1984 — 1986
MBA
Northwestern University 1980 — 1984
BS, Mechanical Engineering
New York Life Investment Management May 2015 - Present
New York Life Investment Management January 2014 - Present
New York Life Investments March 2012 - December 2013
New York Life Investments November 2010 - March 2012
Bridgewater Associates 2008 - 2010
Morgan Stanley Investment Management October 2003 - 2008
Morgan Stanley February 1997 - October 2003
Dean Witter Reynolds Inc. September 1986 - February 1997
Skills
Executive Management, Asset Management, Investments, Alternative Investments, Mergers, Strategic Planning, Investment Strategies, Private Equity, Hedge Funds, Asset Managment, Mergers & Acquisitions, Capital Markets, Fixed Income, Investment Management, Portfolio Management, Equities, Institutional..., Investment Banking, Venture Capital, Bloomberg, Financial Modeling, Financial Services, Mutual Funds
Education
Harvard Business School 1984 — 1986
MBA
Northwestern University 1980 — 1984
BS, Mechanical Engineering
Robert Simons's New York Life Investments Experience November 2003 - December 2010
Job Implementation Consultant TAS at Towers Watson
Industry Financial Services
Experience
Towers Watson April 2015 - Present
Rob Simons Consulting August 2010 - April 2015
Mercer April 2012 - April 2013
The PFE Group May 2011 - April 2012
New York Life Investments November 2003 - December 2010
NYLIM March 2003 - November 2003
Fidelity Investments November 2000 - October 2002
The Vanguard Group September 1997 - November 2000
Skills
Defined Benefit, Pensions, Defined Contribution, 401k, 403 b, Retirement, Retirement Plan..., Employee Benefits, ERISA, Financial Services, Mutual Funds, Investments, Securities, Investment Advisory, Asset Management, Pension Funds, Relationship Management, Cross-functional Team..., Consulting, Management
Education
Syracuse University 1984 — 1987
BA
Towers Watson April 2015 - Present
Rob Simons Consulting August 2010 - April 2015
Mercer April 2012 - April 2013
The PFE Group May 2011 - April 2012
New York Life Investments November 2003 - December 2010
NYLIM March 2003 - November 2003
Fidelity Investments November 2000 - October 2002
The Vanguard Group September 1997 - November 2000
Skills
Defined Benefit, Pensions, Defined Contribution, 401k, 403 b, Retirement, Retirement Plan..., Employee Benefits, ERISA, Financial Services, Mutual Funds, Investments, Securities, Investment Advisory, Asset Management, Pension Funds, Relationship Management, Cross-functional Team..., Consulting, Management
Education
Syracuse University 1984 — 1987
BA
Alla Roisenberg Alla Roisenberg's New York Life Investments Experience September 2012 - Present
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
Michael Pagano Michael Pagano's New York Life Investments Experience September 2006 - June 2010
Job Managing Director & Head of Insurance Portfolio Management at Voya Investment Management (formerly ING Investment Mgmt)
Industry Investment Management
Experience
Voya Investment Management May 2014 - Present
ING Investment Management July 2011 - April 2014
ING Investment Management July 2010 - June 2011
New York Life Investments September 2006 - June 2010
New York Life Investments June 2003 - August 2006
Fiduciary Asset Management May 1999 - March 2003
Banc of America Securities February 1997 - April 1999
Merrill Lynch May 1994 - February 1997
Neuberger Berman November 1992 - May 1994
Andersen Consulting (Accenture) September 1990 - October 1992
Skills
Fixed Income, Portfolio Management, Asset Managment, Asset Allocation, Investments, Investment Strategies, Bonds, Bloomberg, Asset Management, Trading, Financial Services, Structured Products
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance
Amherst College 1986 — 1990
BA, Economics and Political Science
Voya Investment Management May 2014 - Present
ING Investment Management July 2011 - April 2014
ING Investment Management July 2010 - June 2011
New York Life Investments September 2006 - June 2010
New York Life Investments June 2003 - August 2006
Fiduciary Asset Management May 1999 - March 2003
Banc of America Securities February 1997 - April 1999
Merrill Lynch May 1994 - February 1997
Neuberger Berman November 1992 - May 1994
Andersen Consulting (Accenture) September 1990 - October 1992
Skills
Fixed Income, Portfolio Management, Asset Managment, Asset Allocation, Investments, Investment Strategies, Bonds, Bloomberg, Asset Management, Trading, Financial Services, Structured Products
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance
Amherst College 1986 — 1990
BA, Economics and Political Science
Bernadette D Hoban Bernadette D Hoban's New York Life Investments Experience January 1997 - April 2008
Job CoPresident of NYLPRIDE at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company December 2012 - Present
New York Life Insurance Company October 2010 - Present
New York Life/MainStay Investments April 2008 - October 2010
MainStay Investments April 2008 - October 2010
MainStay Investments April 2008 - November 2009
MainStay Investments December 1997 - April 2008
MainStay Investments December 1997 - April 2008
MainStay Funds January 1997 - April 2008
New York Life Investments January 1997 - April 2008
Skills
Financial Advisory, Variable Annuities, Series 7, Asset Allocation, IRAs, 401k, Estate Planning, Pensions, Strategic Financial..., Insurance, Mutual Funds, FINRA, Investment Management, Financial Services, Financial Planning, Investments, Retirement Planning
Education
Kingsborough Community College 1985 — 1988
Business Administration
Our Lady of Perpetual Help, Brooklyn NY 1972 — 1976
Business Administration and Management, General
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company December 2012 - Present
New York Life Insurance Company October 2010 - Present
New York Life/MainStay Investments April 2008 - October 2010
MainStay Investments April 2008 - October 2010
MainStay Investments April 2008 - November 2009
MainStay Investments December 1997 - April 2008
MainStay Investments December 1997 - April 2008
MainStay Funds January 1997 - April 2008
New York Life Investments January 1997 - April 2008
Skills
Financial Advisory, Variable Annuities, Series 7, Asset Allocation, IRAs, 401k, Estate Planning, Pensions, Strategic Financial..., Insurance, Mutual Funds, FINRA, Investment Management, Financial Services, Financial Planning, Investments, Retirement Planning
Education
Kingsborough Community College 1985 — 1988
Business Administration
Our Lady of Perpetual Help, Brooklyn NY 1972 — 1976
Business Administration and Management, General
Brian Fagan Brian Fagan's New York Life Investments Experience July 2011 - July 2013
Job Associate Director at MacKay Shields LLC
Industry Investment Management
Experience
MacKay Shields LLC January 2015 - Present
MacKay Shields LLC July 2013 - December 2014
New York Life Investments July 2011 - July 2013
AllianceBernstein July 2010 - April 2011
Skills
Emerging Markets, Fixed Income, Quantitative Research, Asset Managment, Bloomberg, Matlab, R, VBA, SQL, Investments, Asset Management, Macroeconomics, Portfolio Management, High Yield, Financial Modeling, Currency, Capital Markets, Equities
Education
Manhattan College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Richmond, The American International University in London 2008 — 2008
Study Abroad Program
Kent School 2002 — 2006
Ho-Ho-Kus Public School 1994 — 2002
MacKay Shields LLC January 2015 - Present
MacKay Shields LLC July 2013 - December 2014
New York Life Investments July 2011 - July 2013
AllianceBernstein July 2010 - April 2011
Skills
Emerging Markets, Fixed Income, Quantitative Research, Asset Managment, Bloomberg, Matlab, R, VBA, SQL, Investments, Asset Management, Macroeconomics, Portfolio Management, High Yield, Financial Modeling, Currency, Capital Markets, Equities
Education
Manhattan College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Richmond, The American International University in London 2008 — 2008
Study Abroad Program
Kent School 2002 — 2006
Ho-Ho-Kus Public School 1994 — 2002
Terri Nespole Terri Nespole's New York Life Investments Experience September 2012 - Present
Job Director Digital and Creative Services at New York Life Investments
Industry Financial Services
Experience
New York Life Investments September 2012 - Present
New York Life Investments March 2006 - September 2012
Marsh & McLennan Companies, Inc. November 2002 - March 2004
Prudential Financial August 1997 - September 2002
Buck Consultants August 1995 - August 1997
Florville Design & Analysis, Inc. May 1990 - August 1995
Burstein/Max Associates Inc. June 1989 - May 1990
Skills
Creative Services, Creative Direction, Branding, Advertising, Marketing, Art, Corporate Branding, Project Management, Brainstorming, Creative Conception, Print Production Process, Cross-team Collaboration, Branding & Identity, Collateral, Brand Development, Graphics, Digital Marketing, Integrated Marketing, Brand Management, Graphic Design, Marketing Communications, Marketing Strategy, Financial Services
Education
Rutgers University-New Brunswick 2014 — 2014
Mini-MBA Digital Marketing, Digital Marketing
School of Visual Arts 1986 — 1990
Bachelor of Fine Arts (BFA), Graphic Design
New York Life Investments September 2012 - Present
New York Life Investments March 2006 - September 2012
Marsh & McLennan Companies, Inc. November 2002 - March 2004
Prudential Financial August 1997 - September 2002
Buck Consultants August 1995 - August 1997
Florville Design & Analysis, Inc. May 1990 - August 1995
Burstein/Max Associates Inc. June 1989 - May 1990
Skills
Creative Services, Creative Direction, Branding, Advertising, Marketing, Art, Corporate Branding, Project Management, Brainstorming, Creative Conception, Print Production Process, Cross-team Collaboration, Branding & Identity, Collateral, Brand Development, Graphics, Digital Marketing, Integrated Marketing, Brand Management, Graphic Design, Marketing Communications, Marketing Strategy, Financial Services
Education
Rutgers University-New Brunswick 2014 — 2014
Mini-MBA Digital Marketing, Digital Marketing
School of Visual Arts 1986 — 1990
Bachelor of Fine Arts (BFA), Graphic Design
Drew Lawton's New York Life Investments Experience January 2012 - December 2013
Job Chief Executive Officer at New York Life Investment Management, LLC
Industry Financial Services
Experience
New York Life Investment Management, LLC January 2014 - Present
New York Life Investments January 2012 - December 2013
New York Life Investments December 2010 - January 2012
Retirement Plan Services (RPS) at New York Life Investments January 2010 - December 2010
Fridson Investment Advisors August 2008 - January 2010
Pyramis Global Advisors Trust Company May 2005 - March 2008
Fidelity Management Trust Company September 2002 - April 2005
Fidelity Investments March 1997 - September 2002
Aetna Life & Casualty 1981 - 1997
Skills
Mutual Funds, Series 7, Securities, Retirement, Defined Contribution, Series 63, Investments, Leadership, Portfolio Management, Management, Pensions, 401k, Insurance, Retirement Planning, Investment Strategies, Guaranteed Lifetime..., FINRA, Alternative Investments, Financial Services, IRC, ERISA
Education
University of North Texas 1987 — 1991
MBA, Finance
Yale University 1977 — 1981
Bachelor of Arts (B.A.)
New York Life Investment Management, LLC January 2014 - Present
New York Life Investments January 2012 - December 2013
New York Life Investments December 2010 - January 2012
Retirement Plan Services (RPS) at New York Life Investments January 2010 - December 2010
Fridson Investment Advisors August 2008 - January 2010
Pyramis Global Advisors Trust Company May 2005 - March 2008
Fidelity Management Trust Company September 2002 - April 2005
Fidelity Investments March 1997 - September 2002
Aetna Life & Casualty 1981 - 1997
Skills
Mutual Funds, Series 7, Securities, Retirement, Defined Contribution, Series 63, Investments, Leadership, Portfolio Management, Management, Pensions, 401k, Insurance, Retirement Planning, Investment Strategies, Guaranteed Lifetime..., FINRA, Alternative Investments, Financial Services, IRC, ERISA
Education
University of North Texas 1987 — 1991
MBA, Finance
Yale University 1977 — 1981
Bachelor of Arts (B.A.)
Donna McGowan Donna McGowan's New York Life Investments Experience November 2012 - Present
Job Associate, New York Life Investments
Industry Investment Management
Experience
New York Life Investments November 2012 - Present
Independent Contractor / Randstad Professionals December 2010 - November 2012
Newspapers First October 1992 - March 2012
THE BEAUMONT ORGANIZATION LTD. 1989 - 1992
NCTV/CAMPUS NETWORK 1986 - 1990
Skills
Mac and PC;, Microsoft Office..., Word, Excel,..., Abode Suite CS4-CS6:..., Photoshop Elements;, Acrobat Professional;, Microsoft FrontPage;, Macromedia Freehand;, Corel Draw 12;, Photography, PowerPoint, Microsoft Excel
Education
Iona College
Mass Communications
New York Life Investments November 2012 - Present
Independent Contractor / Randstad Professionals December 2010 - November 2012
Newspapers First October 1992 - March 2012
THE BEAUMONT ORGANIZATION LTD. 1989 - 1992
NCTV/CAMPUS NETWORK 1986 - 1990
Skills
Mac and PC;, Microsoft Office..., Word, Excel,..., Abode Suite CS4-CS6:..., Photoshop Elements;, Acrobat Professional;, Microsoft FrontPage;, Macromedia Freehand;, Corel Draw 12;, Photography, PowerPoint, Microsoft Excel
Education
Iona College
Mass Communications
Max Tynan Max Tynan's New York Life Investments Experience June 2012 - March 2014
Job Business Development at Amazon.com
Industry Internet
Experience
Amazon April 2015 - Present
Amazon March 2014 - April 2015
New York Life Investments June 2012 - March 2014
New York Life Investment Management July 2010 - July 2012
Skills
Business Analysis, Mutual Funds, Asset Management, Program Management, CRM, Portfolio Management, Process Engineering, Process Improvement, Strategic Planning, Enterprise Architecture, Microsoft Office, Venture Capital, Corporate Venture..., Technology Incubation, Product Incubation, Hedge Funds, Bloomberg, Capital Markets, Securities, Asset Allocation, Equities, Forecasting, Real Estate Private..., Business Development, Strategic Partnerships, Sales, Sales Operations
Education
Drew University 2005 — 2009
Bachelor's Degree, Political Science, Cum Laude
Amazon April 2015 - Present
Amazon March 2014 - April 2015
New York Life Investments June 2012 - March 2014
New York Life Investment Management July 2010 - July 2012
Skills
Business Analysis, Mutual Funds, Asset Management, Program Management, CRM, Portfolio Management, Process Engineering, Process Improvement, Strategic Planning, Enterprise Architecture, Microsoft Office, Venture Capital, Corporate Venture..., Technology Incubation, Product Incubation, Hedge Funds, Bloomberg, Capital Markets, Securities, Asset Allocation, Equities, Forecasting, Real Estate Private..., Business Development, Strategic Partnerships, Sales, Sales Operations
Education
Drew University 2005 — 2009
Bachelor's Degree, Political Science, Cum Laude
Jennifer Cinquegrano Jennifer Cinquegrano's New York Life Investments Experience October 1993 - Present
Job Business Solutions Manager at New York Life Investments
Industry Financial Services
Experience
New York Life Investments October 1993 - Present
Stony Hill Gardens May 1990 - October 1993
Skills
Mutual Funds, Coaching, Management, Analysis, Team Building, Training, Retirement, Customer Service, Business Analysis, Leadership, Investments, CRM, Securities, Financial Services, 401k
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1992
Bachelor of Science (BS), Plant Science
New York Life Investments October 1993 - Present
Stony Hill Gardens May 1990 - October 1993
Skills
Mutual Funds, Coaching, Management, Analysis, Team Building, Training, Retirement, Customer Service, Business Analysis, Leadership, Investments, CRM, Securities, Financial Services, 401k
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1992
Bachelor of Science (BS), Plant Science
Karen Seiz's New York Life Investments Experience November 2007 - Present
Job Singer/Written Correspondence Associate
Industry Music
Experience
Jamestown Duo November 2014 - Present
Special Love Songs, LLC January 2011 - Present
One More Once Big Band June 2008 - Present
New York Life Investments November 2007 - Present
East Hanover Board of Education January 2007 - June 2007
MediFit Corporate Services April 2006 - January 2007
Clifton High School September 2003 - March 2006
MediFit Corporate Services May 2000 - August 2003
Skills
Singing, Writing,..., Singing, Music, Management, Public Speaking, Employee Wellness, Event Planning, Songs, Personal Training, Customer Service, Musical Theatre, Musicians, Cpr Certified, Teaching, Social Media, Event Management, Band, Healthcare, Fitness, Guitar, Creative Writing
Education
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor of Science (B.S.), Exercise Science
Jamestown Duo November 2014 - Present
Special Love Songs, LLC January 2011 - Present
One More Once Big Band June 2008 - Present
New York Life Investments November 2007 - Present
East Hanover Board of Education January 2007 - June 2007
MediFit Corporate Services April 2006 - January 2007
Clifton High School September 2003 - March 2006
MediFit Corporate Services May 2000 - August 2003
Skills
Singing, Writing,..., Singing, Music, Management, Public Speaking, Employee Wellness, Event Planning, Songs, Personal Training, Customer Service, Musical Theatre, Musicians, Cpr Certified, Teaching, Social Media, Event Management, Band, Healthcare, Fitness, Guitar, Creative Writing
Education
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor of Science (B.S.), Exercise Science
Kevin (Cheng) Chen, CAIA Kevin (Cheng) Chen, CAIA's New York Life Investments Experience July 2013 - May 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - Present
New York Life Investments July 2013 - May 2015
J.P. Morgan March 2012 - May 2013
Societe Generale June 2012 - August 2012
Bank of America Merrill Lynch September 2011 - December 2011
JPMorgan Chase & Co. February 2011 - August 2011
Skills
Venture Capital, Start-ups, Financial Modeling, Corporate Venture..., Corporate Finance, Managerial Finance, Investment Banking, VBA, Bloomberg, Reuters, Investments, Finance, Trading, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Major: Finance, Minor: Natural Science (PreMed Concentration), Dean's List
Goldman Sachs May 2015 - Present
New York Life Investments July 2013 - May 2015
J.P. Morgan March 2012 - May 2013
Societe Generale June 2012 - August 2012
Bank of America Merrill Lynch September 2011 - December 2011
JPMorgan Chase & Co. February 2011 - August 2011
Skills
Venture Capital, Start-ups, Financial Modeling, Corporate Venture..., Corporate Finance, Managerial Finance, Investment Banking, VBA, Bloomberg, Reuters, Investments, Finance, Trading, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Major: Finance, Minor: Natural Science (PreMed Concentration), Dean's List
James Cocco's New York Life Investments Experience April 2007 - January 2011
Job .
Industry Writing and Editing
Experience
Rock Solid Recovery Treatment Center September 2013 - Present
University of Southern California July 2012 - October 2012
New York Life Investments April 2007 - January 2011
The Lander Journal July 2004 - April 2007
The Lynn Daily Item March 2004 - April 2007
The Bridgwaye Inn August 2002 - May 2004
The Lander Journal February 2001 - December 2001
The Daily Times January 2000 - January 2001
The Daily Times January 1999 - January 2000
The Riverton Ranger January 1996 - January 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, QuarkXPress, InDesign, Photoshop, Adobe Acrobat, Illustrator, Editing, Writing, Graphic Design, Supervising, Hiring Employees
Education
University of Montana 1988 — 2005
Bachelor of Arts (B.A.), Journalism, 2.9
University of Montana
Bachelor of Arts, Journalism
Rock Solid Recovery Treatment Center September 2013 - Present
University of Southern California July 2012 - October 2012
New York Life Investments April 2007 - January 2011
The Lander Journal July 2004 - April 2007
The Lynn Daily Item March 2004 - April 2007
The Bridgwaye Inn August 2002 - May 2004
The Lander Journal February 2001 - December 2001
The Daily Times January 2000 - January 2001
The Daily Times January 1999 - January 2000
The Riverton Ranger January 1996 - January 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, QuarkXPress, InDesign, Photoshop, Adobe Acrobat, Illustrator, Editing, Writing, Graphic Design, Supervising, Hiring Employees
Education
University of Montana 1988 — 2005
Bachelor of Arts (B.A.), Journalism, 2.9
University of Montana
Bachelor of Arts, Journalism
Anna Birnbaum's New York Life Investments Experience January 2012 - January 2012
Job Associate Director of Admissions at Millbrook School
Industry Education Management
Experience
Millbrook School June 2013 - Present
Tradeweb June 2012 - June 2013
New York Life Investments January 2012 - January 2012
New York Life Insurance Company June 2011 - August 2011
Newark Academy June 2009 - August 2010
MacKay Shields June 2010 - June 2010
Skills
Tutoring, PowerPoint, Teaching, Event Planning, Adult Education, Non-profits, Microsoft Excel, Microsoft Office, Research, Higher Education, Student Affairs
Education
Colgate University 2009 — 2012
Bachelor of Arts, Educational Studies
Trinity College 2008 — 2009
Bachelor of Arts, Education; Spanish
Newark Academy 2002 — 2008
Millbrook School June 2013 - Present
Tradeweb June 2012 - June 2013
New York Life Investments January 2012 - January 2012
New York Life Insurance Company June 2011 - August 2011
Newark Academy June 2009 - August 2010
MacKay Shields June 2010 - June 2010
Skills
Tutoring, PowerPoint, Teaching, Event Planning, Adult Education, Non-profits, Microsoft Excel, Microsoft Office, Research, Higher Education, Student Affairs
Education
Colgate University 2009 — 2012
Bachelor of Arts, Educational Studies
Trinity College 2008 — 2009
Bachelor of Arts, Education; Spanish
Newark Academy 2002 — 2008
Roopesh Varma's New York Life Investments Experience December 2009 - July 2010
Job BizTalk Consultant at Con Edison
Industry Computer Software
Experience
Con Edison February 2011 - Present
Vector Systems Inc August 1999 - Present
American Red Cross July 2010 - February 2011
New York Life Investments December 2009 - July 2010
Horizon Blue Cross Blue Shield of NJ June 2009 - November 2009
Sovereign Bank, Dorchester, MA March 2008 - May 2009
Firestone August 2007 - October 2007
Royal Canin, St. Charles, MO June 2007 - August 2007
Cushman & Wakefield January 2007 - May 2007
Wellcare Health Plans, Tampa, Florida May 2006 - January 2007
Skills
BizTalk, SQL Server, IBM MQ Series, ESB, .NET, SOA, EDI, HIPAA, Software Design, Microsoft Office Visio, RSA, Microsoft SQL Server, XSLT, C#, ASP.NET, Service-oriented..., BM DB2, Systems Analysis, Enterprise Application..., SCOM, BAM, XML, WebSphere MQ, Visio, Integration, Visual Studio, Enterprise Architecture, EAI, RSA Security, Data Integration, SQL, ASP, Design Patterns, Architecture, SOAP, PL/SQL, Databases, Oracle, Enterprise Software, DB2, Data Modeling, Web Services, WCF, Middleware, SDLC
Education
University of Calicut 1987 — 1993
Bachelor's degree
St. Michaels Anglo Indian Boys High School, Kannur 1982 — 1987
Con Edison February 2011 - Present
Vector Systems Inc August 1999 - Present
American Red Cross July 2010 - February 2011
New York Life Investments December 2009 - July 2010
Horizon Blue Cross Blue Shield of NJ June 2009 - November 2009
Sovereign Bank, Dorchester, MA March 2008 - May 2009
Firestone August 2007 - October 2007
Royal Canin, St. Charles, MO June 2007 - August 2007
Cushman & Wakefield January 2007 - May 2007
Wellcare Health Plans, Tampa, Florida May 2006 - January 2007
Skills
BizTalk, SQL Server, IBM MQ Series, ESB, .NET, SOA, EDI, HIPAA, Software Design, Microsoft Office Visio, RSA, Microsoft SQL Server, XSLT, C#, ASP.NET, Service-oriented..., BM DB2, Systems Analysis, Enterprise Application..., SCOM, BAM, XML, WebSphere MQ, Visio, Integration, Visual Studio, Enterprise Architecture, EAI, RSA Security, Data Integration, SQL, ASP, Design Patterns, Architecture, SOAP, PL/SQL, Databases, Oracle, Enterprise Software, DB2, Data Modeling, Web Services, WCF, Middleware, SDLC
Education
University of Calicut 1987 — 1993
Bachelor's degree
St. Michaels Anglo Indian Boys High School, Kannur 1982 — 1987
Chris Breslin Chris Breslin's New York Life Investments Experience July 2007 - July 2009
Job Senior Associate Real Estate, Gaming, And Lodging at Credit Agricole CIB
Industry Banking
Experience
Credit Agricole CIB March 2013 - Present
Credit Agricole CIB February 2011 - February 2013
The Ayco Company/Goldman Sachs November 2009 - November 2010
Minesalles Cafe and Wine Cellar November 2009 - August 2010
Wolfert's Roost Country Club July 2009 - November 2009
New York Life Investments July 2007 - July 2009
Banana Republic August 2007 - May 2009
Northwestern Mutual Financial Network September 2006 - May 2007
Skills
Financial Modeling, Investments, Analysis, Management, Portfolio Management, Marketing, Finance, Bloomberg, Valuation, Sales, Leadership, Mergers & Acquisitions
Education
Union Graduate College 2009 — 2010
MBA, Finance
Manhattan College 2003 — 2007
BS, Finance, Economics
Credit Agricole CIB March 2013 - Present
Credit Agricole CIB February 2011 - February 2013
The Ayco Company/Goldman Sachs November 2009 - November 2010
Minesalles Cafe and Wine Cellar November 2009 - August 2010
Wolfert's Roost Country Club July 2009 - November 2009
New York Life Investments July 2007 - July 2009
Banana Republic August 2007 - May 2009
Northwestern Mutual Financial Network September 2006 - May 2007
Skills
Financial Modeling, Investments, Analysis, Management, Portfolio Management, Marketing, Finance, Bloomberg, Valuation, Sales, Leadership, Mergers & Acquisitions
Education
Union Graduate College 2009 — 2010
MBA, Finance
Manhattan College 2003 — 2007
BS, Finance, Economics
Kevin Siedenburg Kevin Siedenburg's New York Life Investments Experience December 2013 - Present
Job Associate, M&A and Business Development at New York Life Investments
Industry Financial Services
Experience
New York Life Investments December 2013 - Present
MDC Partners June 2010 - November 2013
MDC Partners May 2009 - August 2009
I. Lehrhoff & Company May 2008 - August 2008
Skills
Corporate Finance, Financial Modeling, Investments, Financial Analysis, Investor Relations, Business Development, Social Media Marketing, Financial Reporting, Mergers & Acquisitions, Due Diligence
Education
University of Arizona 2006 — 2010
Double B.S Major, Finance, Business Economics
New York Life Investments December 2013 - Present
MDC Partners June 2010 - November 2013
MDC Partners May 2009 - August 2009
I. Lehrhoff & Company May 2008 - August 2008
Skills
Corporate Finance, Financial Modeling, Investments, Financial Analysis, Investor Relations, Business Development, Social Media Marketing, Financial Reporting, Mergers & Acquisitions, Due Diligence
Education
University of Arizona 2006 — 2010
Double B.S Major, Finance, Business Economics
Marianna Wekow, CIMA's New York Life Investments Experience June 2002 - Present
Job Director, Senior Relationship Manager over 20 years of experience Wirehouse, Independents, Regionals and Banks
Industry Financial Services
Experience
New York Life Investments June 2002 - Present
AXA Equitable June 2000 - June 2002
Delta Financial Associates October 1989 - June 2000
Skills
Mutual Funds, Fixed Annuities, Series 63, Insurance, Wealth Management, Financial Advisory, Relationship Management, Series 7, Variable Annuities, Long Term Care Insurance, Retirement Planning, Series 6, 401k, Guaranteed Lifetime..., Asset Allocation, Retirement, Securities, ETF's
Education
Monmouth University
New York Life Investments June 2002 - Present
AXA Equitable June 2000 - June 2002
Delta Financial Associates October 1989 - June 2000
Skills
Mutual Funds, Fixed Annuities, Series 63, Insurance, Wealth Management, Financial Advisory, Relationship Management, Series 7, Variable Annuities, Long Term Care Insurance, Retirement Planning, Series 6, 401k, Guaranteed Lifetime..., Asset Allocation, Retirement, Securities, ETF's
Education
Monmouth University
Pamela Sylvia's New York Life Investments Experience July 2011 - Present
Job Technical Service Desk Coordinator
Industry Information Services
Experience
New York Life Investments July 2011 - Present
Christmas Tree Shops September 2004 - May 2011
The First Years Inc. 2001 - 2004
Skills
Customer Service, Troubleshooting, Microsoft Office, Project Management, Lotus Notes, Leadership, Software Documentation, Access, System Administration, Windows, Microsoft Exchange, Microsoft Excel
Education
Emerson College 1993 — 1996
Journalism
New York Life Investments July 2011 - Present
Christmas Tree Shops September 2004 - May 2011
The First Years Inc. 2001 - 2004
Skills
Customer Service, Troubleshooting, Microsoft Office, Project Management, Lotus Notes, Leadership, Software Documentation, Access, System Administration, Windows, Microsoft Exchange, Microsoft Excel
Education
Emerson College 1993 — 1996
Journalism
Polina Todisco's New York Life Investments Experience August 2004 - August 2011
Job Marketing and Client Services Professional
Industry Investment Management
Experience
New York Life Investments August 2004 - August 2011
Deutsche Bank March 2004 - August 2004
Skills
Alternative Investments
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Marketing
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Finance/Marketing
New York Life Investments August 2004 - August 2011
Deutsche Bank March 2004 - August 2004
Skills
Alternative Investments
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Marketing
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Finance/Marketing
Art Altman's New York Life Investments Experience 2010 - Present
Job Director at New York Life Investments
Industry Investment Management
Experience
New York Life Investments 2010 - Present
New York Life Investments 2006 - 2010
New York Life Investments 2004 - 2006
New York Life Investments 2001 - 2004
New York Life Investments 1998 - 2001
Price Waterhouse LLP 1996 - 1998
Henschel-Steinau, Inc 1990 - 1996
Skills
Business Intelligence, Business Objects, SQL, Siebel, Crystal Reports, IT Strategy, Oracle PL/SQL..., IT Management, Process Improvement, Mobile Applications, Salesforce.com, Web Intelligence, Hyperion Essbase, Toad, SQL Navigator, Lotus Notes, SQL Server Management..., Serena Version Manager, Spotfire, Full project lifecycle..., Agile Project Management, Maestro, Verivo AppStudio, MicroStrategy, Sharepoint BIC, Hyperion Web Analysis, Hyperion Excel Add-In, Mobile Enterprise..., Omni Riva, Bonaire RevPort, Informatica Cloud
Education
Fairleigh Dickinson University-Metropolitan Campus 2001 — 2005
MS, Computer Science, Magna Cum Laude
Penn State University
BS, Accounting, Magna Cum Laude
New York Life Investments 2010 - Present
New York Life Investments 2006 - 2010
New York Life Investments 2004 - 2006
New York Life Investments 2001 - 2004
New York Life Investments 1998 - 2001
Price Waterhouse LLP 1996 - 1998
Henschel-Steinau, Inc 1990 - 1996
Skills
Business Intelligence, Business Objects, SQL, Siebel, Crystal Reports, IT Strategy, Oracle PL/SQL..., IT Management, Process Improvement, Mobile Applications, Salesforce.com, Web Intelligence, Hyperion Essbase, Toad, SQL Navigator, Lotus Notes, SQL Server Management..., Serena Version Manager, Spotfire, Full project lifecycle..., Agile Project Management, Maestro, Verivo AppStudio, MicroStrategy, Sharepoint BIC, Hyperion Web Analysis, Hyperion Excel Add-In, Mobile Enterprise..., Omni Riva, Bonaire RevPort, Informatica Cloud
Education
Fairleigh Dickinson University-Metropolitan Campus 2001 — 2005
MS, Computer Science, Magna Cum Laude
Penn State University
BS, Accounting, Magna Cum Laude
D. J. Book's New York Life Investments Experience March 2009 - March 2011
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2012 - Present
Wells Fargo March 2011 - March 2012
New York Life Investments March 2009 - March 2011
New York Life Investments August 2008 - March 2009
Morgan Stanley March 2007 - August 2008
Morgan Stanley March 2005 - March 2007
Ernst & Young March 2004 - March 2005
Ernst & Young October 2003 - March 2004
Skills
CMBS, Real Estate Economics, Valuation, Asset Managment, Due Diligence, Investments, Securitization, Real Estate Financing, Capital Markets, Portfolio Management, Financial Modeling, Underwriting, Commercial Mortgages, Disposition, Structured Finance, Asset Management, Leases, Real Estate Development, Real Estate, Loans
Education
Carnegie Mellon University 2001 — 2003
B.S. - Dual Major, Managerial Economics / Business Policy & Management
Union College 1999 — 2001
Economics
Berkshire Preparatory School 1997 — 1999
H.S. Diploma
Shawnee High School 1994 — 1997
Wells Fargo March 2012 - Present
Wells Fargo March 2011 - March 2012
New York Life Investments March 2009 - March 2011
New York Life Investments August 2008 - March 2009
Morgan Stanley March 2007 - August 2008
Morgan Stanley March 2005 - March 2007
Ernst & Young March 2004 - March 2005
Ernst & Young October 2003 - March 2004
Skills
CMBS, Real Estate Economics, Valuation, Asset Managment, Due Diligence, Investments, Securitization, Real Estate Financing, Capital Markets, Portfolio Management, Financial Modeling, Underwriting, Commercial Mortgages, Disposition, Structured Finance, Asset Management, Leases, Real Estate Development, Real Estate, Loans
Education
Carnegie Mellon University 2001 — 2003
B.S. - Dual Major, Managerial Economics / Business Policy & Management
Union College 1999 — 2001
Economics
Berkshire Preparatory School 1997 — 1999
H.S. Diploma
Shawnee High School 1994 — 1997
Derek Cates's New York Life Investments Experience February 2011 - September 2011
Job Asset Management at Emmes Asset Management
Industry Real Estate
Experience
Vanbarton Group LLC April 2014 - Present
DLC Management Corp September 2011 - April 2014
New York Life Investments February 2011 - September 2011
Stonemar Properties, LLC January 2007 - February 2011
REDAC, Inc March 2005 - January 2007
Skills
Real Estate Economics, Valuation, Asset Managment, Investments, Real Estate, Real Estate Development, Due Diligence, Financial Modeling, Leases, Disposition, Real Estate Transactions, Investment Properties, Asset Management, Tenant, Commercial Real Estate, Portfolio Management
Education
New York University 2006 — 2007
M.S., Real Estate
Lehigh University - College of Business and Economics 1999 — 2003
B.S., Finance
TASIS 1991 — 1997
HS
Vanbarton Group LLC April 2014 - Present
DLC Management Corp September 2011 - April 2014
New York Life Investments February 2011 - September 2011
Stonemar Properties, LLC January 2007 - February 2011
REDAC, Inc March 2005 - January 2007
Skills
Real Estate Economics, Valuation, Asset Managment, Investments, Real Estate, Real Estate Development, Due Diligence, Financial Modeling, Leases, Disposition, Real Estate Transactions, Investment Properties, Asset Management, Tenant, Commercial Real Estate, Portfolio Management
Education
New York University 2006 — 2007
M.S., Real Estate
Lehigh University - College of Business and Economics 1999 — 2003
B.S., Finance
TASIS 1991 — 1997
HS
Jonathan Weg's New York Life Investments Experience 2010 - Present
Job Operations Analyst at New York Life Investments
Industry Financial Services
Experience
New York Life Investments 2010 - Present
Barclays Capital 2007 - 2009
Forex Capital Markets June 2007 - 2007
Skills
Fixed Income, Equities, Trading, Microsoft Excel, Microsoft Office, Financial Analysis, Finance, Analysis, Microsoft Word, Bloomberg
Education
Rutgers University-New Brunswick 2003 — 2007
HS
New York Life Investments 2010 - Present
Barclays Capital 2007 - 2009
Forex Capital Markets June 2007 - 2007
Skills
Fixed Income, Equities, Trading, Microsoft Excel, Microsoft Office, Financial Analysis, Finance, Analysis, Microsoft Word, Bloomberg
Education
Rutgers University-New Brunswick 2003 — 2007
HS
Diane Kemmerer's New York Life Investments Experience December 1985 - March 2012
Job Communications Consultant
Industry Investment Management
Experience
Interfaith Food Pantry June 2012 - Present
Caring Capital April 2012 - August 2014
New York Life Investments December 1985 - March 2012
Skills
Corporate Communications, Public Speaking, Financial Writing, Written Communication, Editing, Editorial Consulting, Creative Services, Marketing Communications, Internal Communications, Content Strategy, Copywriting, Strategic Communications, Email Marketing, Corporate Branding, B2B Marketing, Finance, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1979 — 1983
Masters of Business Administration (MBA)
Framingham State College 1975 — 1979
Interfaith Food Pantry June 2012 - Present
Caring Capital April 2012 - August 2014
New York Life Investments December 1985 - March 2012
Skills
Corporate Communications, Public Speaking, Financial Writing, Written Communication, Editing, Editorial Consulting, Creative Services, Marketing Communications, Internal Communications, Content Strategy, Copywriting, Strategic Communications, Email Marketing, Corporate Branding, B2B Marketing, Finance, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1979 — 1983
Masters of Business Administration (MBA)
Framingham State College 1975 — 1979
John Whilesmith's New York Life Investments Experience February 2013 - Present
Job Compliance Officer
Industry Financial Services
Experience
New York Life Investments February 2013 - Present
Cohen & Steers October 2012 - January 2013
Artio Global Management LLC (fka Julius Baer Investment Management LLC) September 2005 - August 2012
Morgan Stanley Investment Management Inc August 2002 - September 2005
Deutsche Bank NA August 1997 - August 2002
Skills
Hedge Funds, Fixed Income, Asset Managment, Derivatives, Alternative Investments, Securities, Mutual Funds, Investment Management, Investments, Capital Markets, Series 7, ETFs, Asset Allocation, Portfolio Management, Investment Banking, Trading, Emerging Markets, Fund Of Funds, Investment Strategies, Asset Management, Institutional..., Investment Advisory, Financial Markets
Education
University of Oxford 1985 — 1988
Bachelor of Arts (B.A.) & M.A. (Hons), Modern History
Pocklington School 1978 — 1985
New York Life Investments February 2013 - Present
Cohen & Steers October 2012 - January 2013
Artio Global Management LLC (fka Julius Baer Investment Management LLC) September 2005 - August 2012
Morgan Stanley Investment Management Inc August 2002 - September 2005
Deutsche Bank NA August 1997 - August 2002
Skills
Hedge Funds, Fixed Income, Asset Managment, Derivatives, Alternative Investments, Securities, Mutual Funds, Investment Management, Investments, Capital Markets, Series 7, ETFs, Asset Allocation, Portfolio Management, Investment Banking, Trading, Emerging Markets, Fund Of Funds, Investment Strategies, Asset Management, Institutional..., Investment Advisory, Financial Markets
Education
University of Oxford 1985 — 1988
Bachelor of Arts (B.A.) & M.A. (Hons), Modern History
Pocklington School 1978 — 1985
Kseniya Ryabchenko, CFA's New York Life Investments Experience July 2007 - Present
Job Senior Associate at New York Life Investments
Industry Financial Services
Experience
New York Life Investments July 2007 - Present
BNP Paribas 2006 - 2006
West End Advisors 2005 - 2006
Skills
Structured Products, Fixed Income, Financial Modeling, Asset Management, Portfolio Management, Credit, Bloomberg, IRR, DCF Valuation, Relative Value, Valuation, FX Options, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Finance
City University of New York-Baruch College 2004 — 2007
BBA, Finance and Investments
New York Life Investments July 2007 - Present
BNP Paribas 2006 - 2006
West End Advisors 2005 - 2006
Skills
Structured Products, Fixed Income, Financial Modeling, Asset Management, Portfolio Management, Credit, Bloomberg, IRR, DCF Valuation, Relative Value, Valuation, FX Options, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Finance
City University of New York-Baruch College 2004 — 2007
BBA, Finance and Investments
Nydia Hernandez's New York Life Investments Experience August 2005 - April 2015
Job Analyst at Moody's Investors Service
Industry Real Estate
Experience
Moody's Investors Service April 2015 - Present
New York Life Investments August 2005 - April 2015
APC Funding Group April 2004 - July 2005
NYC Department of Housing Preservation & Development May 2000 - April 2004
Skills
Due Diligence, Mortgage Lending, Real Estate, Salesforce.com, Portfolio Management, Financial Modeling, Loans, Credit, Commercial Real Estate, Leadership, Investments
Education
Cornell University 1994 — 1998
BA, Sociology and Government
Moody's Investors Service April 2015 - Present
New York Life Investments August 2005 - April 2015
APC Funding Group April 2004 - July 2005
NYC Department of Housing Preservation & Development May 2000 - April 2004
Skills
Due Diligence, Mortgage Lending, Real Estate, Salesforce.com, Portfolio Management, Financial Modeling, Loans, Credit, Commercial Real Estate, Leadership, Investments
Education
Cornell University 1994 — 1998
BA, Sociology and Government
Arvind Gopal's New York Life Investments Experience February 2013 - March 2013
Job Vice President at Altpoint Capital Partners
Industry Venture Capital & Private Equity
Experience
Altpoint Capital Partners March 2014 - Present
New York Life Investments February 2013 - March 2013
Lamco, LLC August 2010 - February 2013
ARGUS Software 2007 - 2008
Lightyear Capital June 2005 - June 2007
Bear Stearns June 2003 - June 2005
Skills
Valuation, Financial Modeling, Investment Banking, Hedge Funds, Corporate Development, Alternative Investments, Equities, Venture Capital, Investments, Due Diligence, Mergers, LBO, Asset Managment, Mezzanine, Private Equity, Mergers & Acquisitions, Asset Management, Portfolio Management
Education
Columbia Business School 2008 — 2010
MBA, Business and Finance
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration and Economics
Altpoint Capital Partners March 2014 - Present
New York Life Investments February 2013 - March 2013
Lamco, LLC August 2010 - February 2013
ARGUS Software 2007 - 2008
Lightyear Capital June 2005 - June 2007
Bear Stearns June 2003 - June 2005
Skills
Valuation, Financial Modeling, Investment Banking, Hedge Funds, Corporate Development, Alternative Investments, Equities, Venture Capital, Investments, Due Diligence, Mergers, LBO, Asset Managment, Mezzanine, Private Equity, Mergers & Acquisitions, Asset Management, Portfolio Management
Education
Columbia Business School 2008 — 2010
MBA, Business and Finance
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration and Economics
Alyssa Harvey's New York Life Investments Experience December 2007 - December 2009
Job Operations Manager
Industry Accounting
Experience
Evergreen Tree and Wood Recycling December 2009 - Present
New York Life Investments December 2007 - December 2009
Natixis 2006 - 2008
Berkshire Hathaway Homestate Companies 2001 - 2004
Skills
Member of the Tree Care..., Accounts Payable, Financial Analysis, Accounts Receivable, Sales, Due Diligence, Management, Customer Service, Leadership, Strategic Planning, Finance, Analysis
Education
University of Georgia - Terry College of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Evergreen Tree and Wood Recycling December 2009 - Present
New York Life Investments December 2007 - December 2009
Natixis 2006 - 2008
Berkshire Hathaway Homestate Companies 2001 - 2004
Skills
Member of the Tree Care..., Accounts Payable, Financial Analysis, Accounts Receivable, Sales, Due Diligence, Management, Customer Service, Leadership, Strategic Planning, Finance, Analysis
Education
University of Georgia - Terry College of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Nicholas J Bush's New York Life Investments Experience February 2007 - Present
Job Analyst at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investments February 2007 - Present
WebMD 2003 - 2004
Skills
Mutual Funds, Fixed Income, Equities, Investments, Bloomberg, Financial Analysis, Asset Management, Securities, Hedge Funds, Alternative Investments, Asset Allocation, Financial Modeling
Education
Berkeley College 2001 — 2004
New York Life Investments February 2007 - Present
WebMD 2003 - 2004
Skills
Mutual Funds, Fixed Income, Equities, Investments, Bloomberg, Financial Analysis, Asset Management, Securities, Hedge Funds, Alternative Investments, Asset Allocation, Financial Modeling
Education
Berkeley College 2001 — 2004
Nadia Ohanian's New York Life Investments Experience July 2007 - December 2011
Job
Industry Financial Services
Experience
Swiss Re November 2012 - Present
New York Life Investments July 2007 - December 2011
B-Trade Services 2000 - 2007
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Masters, Finance
Rutgers, The State University of New Jersey-Newark
Swiss Re November 2012 - Present
New York Life Investments July 2007 - December 2011
B-Trade Services 2000 - 2007
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Masters, Finance
Rutgers, The State University of New Jersey-Newark
Matthew Leung's New York Life Investments Experience March 2011 - Present
Job Managing Director of Channel Marketing Strategies at New York Life & MainStay Investments
Industry Financial Services
Experience
new york life investments March 2011 - Present
New York Life Investment Management January 2006 - March 2011
Prudential Investments June 2000 - January 2006
Prudential Financial May 1998 - June 1999
Skills
Marketing Program Design, Market Research Programs, Cross-Functional Team..., Media Relations &..., Digital Strategy..., High Profile Event..., Product Adoption &..., Business Development &..., Financial Services, Cross-functional Team..., Investments, Management, Market Research, Marketing, Marketing Strategy, Mutual Funds, Program Management, Analysis, Retirement
Education
Rider University 2003 — 2005
Master of Business Administration (MBA)
Drexel University 1987 — 1992
BS, Finance, Marketing
new york life investments March 2011 - Present
New York Life Investment Management January 2006 - March 2011
Prudential Investments June 2000 - January 2006
Prudential Financial May 1998 - June 1999
Skills
Marketing Program Design, Market Research Programs, Cross-Functional Team..., Media Relations &..., Digital Strategy..., High Profile Event..., Product Adoption &..., Business Development &..., Financial Services, Cross-functional Team..., Investments, Management, Market Research, Marketing, Marketing Strategy, Mutual Funds, Program Management, Analysis, Retirement
Education
Rider University 2003 — 2005
Master of Business Administration (MBA)
Drexel University 1987 — 1992
BS, Finance, Marketing
Alexander Cook's New York Life Investments Experience October 2010 - April 2012
Job Sr. VP / Sr. MD Strategy, Data & Analytics at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company February 2012 - February 2015
New York Life Investments October 2010 - April 2012
Morgan Stanley Investment Management April 2007 - October 2010
JPMorgan September 2005 - March 2007
JPMorgan August 2000 - September 2005
JPMorgan Chase 2000 - 2005
Skills
Strategy, Analytics, Life Insurance, Asset Management, Wealth Management, Business Strategy, Hedge Funds, Financial Modeling, Private Equity, Asset Managment, Alternative Investments, Valuation, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Finance, Management Consulting, Due Diligence, Investment Management, Corporate Development, Strategic Financial..., Mergers, Insurance
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA, Strategy and Operations Research
Carnegie Mellon University 1984 — 1988
BS, Economics and Decision Sciences
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company February 2012 - February 2015
New York Life Investments October 2010 - April 2012
Morgan Stanley Investment Management April 2007 - October 2010
JPMorgan September 2005 - March 2007
JPMorgan August 2000 - September 2005
JPMorgan Chase 2000 - 2005
Skills
Strategy, Analytics, Life Insurance, Asset Management, Wealth Management, Business Strategy, Hedge Funds, Financial Modeling, Private Equity, Asset Managment, Alternative Investments, Valuation, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Finance, Management Consulting, Due Diligence, Investment Management, Corporate Development, Strategic Financial..., Mergers, Insurance
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA, Strategy and Operations Research
Carnegie Mellon University 1984 — 1988
BS, Economics and Decision Sciences
Bart Battista's New York Life Investments Experience August 2012 - Present
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
Kate Matier's New York Life Investments Experience November 1995 - November 2001
Job Senior Associate, Marketing Operations at John Hancock Retirement Plan Services
Industry Financial Services
Experience
New York Life Insurance Company March 2012 - Present
New York Life Retirement Plan Services October 2005 - Present
New York Life Insurance Company March 2010 - December 2014
New York Life Retirement Plan Services October 2005 - March 2011
New York Life Investments November 1995 - November 2001
Skills
Mutual Funds, Product Management, Financial Services, Investments, Product Marketing, Retirement Planning, Fundraising, Volunteer Management, Event Planning, Community Outreach, Non-profit Volunteer, Defined Contribution, Series 63, Leadership, Relationship Management, Customer Service, Fixed Annuities, Securities, Training, Life Insurance, Retirement, Insurance, 401k, Asset Management, Nonprofits, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1993
Bachelor of Arts (BA), Psychology
Siena College 1988 — 1990
Immaculate Heart Academy 1984 — 1988
College prep
New York Life Insurance Company March 2012 - Present
New York Life Retirement Plan Services October 2005 - Present
New York Life Insurance Company March 2010 - December 2014
New York Life Retirement Plan Services October 2005 - March 2011
New York Life Investments November 1995 - November 2001
Skills
Mutual Funds, Product Management, Financial Services, Investments, Product Marketing, Retirement Planning, Fundraising, Volunteer Management, Event Planning, Community Outreach, Non-profit Volunteer, Defined Contribution, Series 63, Leadership, Relationship Management, Customer Service, Fixed Annuities, Securities, Training, Life Insurance, Retirement, Insurance, 401k, Asset Management, Nonprofits, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1993
Bachelor of Arts (BA), Psychology
Siena College 1988 — 1990
Immaculate Heart Academy 1984 — 1988
College prep
Kevin Allen's New York Life Investments Experience May 2014 - Present
Job Director, Strategic Technology Investments
Industry Venture Capital & Private Equity
Experience
New York Life Investments May 2014 - Present
Citi June 2013 - May 2014
Barclays Capital May 2011 - June 2013
Needham & Company February 2010 - May 2011
Winterberry Group June 2009 - February 2010
Marsh & McLennan July 2007 - May 2009
Skills
Due Diligence, Financial Modeling, Valuation, Private Equity, Equities, Equity Capital Markets
Education
Bucknell University 2003 — 2007
B.A., Economics, Mathematics Concentration
Conestoga
New York Life Investments May 2014 - Present
Citi June 2013 - May 2014
Barclays Capital May 2011 - June 2013
Needham & Company February 2010 - May 2011
Winterberry Group June 2009 - February 2010
Marsh & McLennan July 2007 - May 2009
Skills
Due Diligence, Financial Modeling, Valuation, Private Equity, Equities, Equity Capital Markets
Education
Bucknell University 2003 — 2007
B.A., Economics, Mathematics Concentration
Conestoga
Jeffrey Nusse's New York Life Investments Experience January 2012 - Present
Job
Industry Investment Management
Experience
New York Life Investments January 2012 - Present
New York Life Investments August 2010 - December 2011
New York Life Investments 2008 - August 2010
Citibank 2007 - 2008
Citi 2006 - 2007
Skills
Fixed Income, Derivatives, Financial Analysis, Financial Modeling, Financial Reporting, Portfolio Management, Risk Management, Treasury, Securities, Trading, Strategic Financial...
Education
Coastal Carolina University 2004 — 2008
Business Administration
New York Life Investments January 2012 - Present
New York Life Investments August 2010 - December 2011
New York Life Investments 2008 - August 2010
Citibank 2007 - 2008
Citi 2006 - 2007
Skills
Fixed Income, Derivatives, Financial Analysis, Financial Modeling, Financial Reporting, Portfolio Management, Risk Management, Treasury, Securities, Trading, Strategic Financial...
Education
Coastal Carolina University 2004 — 2008
Business Administration
Brett Reeder, CFA's New York Life Investments Experience November 2012 - Present
Job Associate at New York Life Investment Management Private Placements
Industry Financial Services
Experience
New York Life Investments November 2012 - Present
New York Life/Mainstay Investments February 2009 - October 2012
Ameriprise Financial Services, Inc. June 2006 - February 2009
Education
Drew University 2002 — 2006
Economics
New York Life Investments November 2012 - Present
New York Life/Mainstay Investments February 2009 - October 2012
Ameriprise Financial Services, Inc. June 2006 - February 2009
Education
Drew University 2002 — 2006
Economics
Lee Mahfouz's New York Life Investments Experience August 1997 - April 2009
Job Retired at New York Life Investments
Industry Financial Services
Experience
New York Life Investments August 1997 - April 2009
Calvert Group June 1988 - August 1997
Skills
Planning, Mutual Funds, Investments, Coaching, Annuities, Series 7, Fixed Annuities, Wealth Management, Investment Advisory, Retirement Planning, Securities, Asset Allocation, Retirement
Education
Institute for Wealth Management 1996 — 1997
AAMS, Investments
Institute of Business and Finance 1994 — 1995
CFS, Mutual Funds and Annuities
Society of Certified Insurance Councelors 1980 — 1981
CIC, All Lines of Insurance
Lamar University 1972 — 1975
Management
New York Life Investments August 1997 - April 2009
Calvert Group June 1988 - August 1997
Skills
Planning, Mutual Funds, Investments, Coaching, Annuities, Series 7, Fixed Annuities, Wealth Management, Investment Advisory, Retirement Planning, Securities, Asset Allocation, Retirement
Education
Institute for Wealth Management 1996 — 1997
AAMS, Investments
Institute of Business and Finance 1994 — 1995
CFS, Mutual Funds and Annuities
Society of Certified Insurance Councelors 1980 — 1981
CIC, All Lines of Insurance
Lamar University 1972 — 1975
Management
Jascyntha Bucknell/NYLIM's New York Life Investments Experience 2009 - Present
Job Sr. Actuarial Service Consultant at New York Life Investments
Industry Investment Management
Experience
New York Life Investments 2009 - Present
Skills
Asset Managment, Retirement Planning
Education
Pace University 1984 — 1988
Bachelor of Science (BS), Management Information Systems, General
New York Life Investments 2009 - Present
Skills
Asset Managment, Retirement Planning
Education
Pace University 1984 — 1988
Bachelor of Science (BS), Management Information Systems, General
Yael Bizouati's New York Life Investments Experience September 2011 - March 2014
Job Vice President, Marketing Senior Content Writer
Industry Writing and Editing
Experience
MSCI Inc. July 2014 - Present
New York Life Investments September 2011 - March 2014
FundFire- Financial Times Group May 2010 - September 2011
Financial News-- Dow Jones May 2008 - June 2009
SourceMedia- Investment Dealers' Digest March 2006 - May 2008
SourceMedia February 2005 - April 2007
HedgeFund.net, Channel Capital Group July 2002 - August 2004
CNN-United Nations August 2001 - January 2002
Skills
Journalism, Editing, Editorial, Copy Editing, Newspaper, Media Relations, Blogging, Press Releases, Web Content, Magazines, Publishing, Content Management, Ap Style, New Media, Social Media, Publicity, Newspapers, Social Networking, Storytelling, AP Style, Corporate Communications, News Writing, Publications, Content Strategy, Crisis Communications, Content Development, Newsletters, Breaking News, Speech Writing, Strategic Communications, Internal Communications, Feature Articles, Digital Media, Web Content Management, Writing
Education
New York University 2000 — 2002
MA, Journalism
Université de Toulouse-le-Mirail (Toulouse II) 1995 — 2000
Masters, Russian Studies
BT
BT
MSCI Inc. July 2014 - Present
New York Life Investments September 2011 - March 2014
FundFire- Financial Times Group May 2010 - September 2011
Financial News-- Dow Jones May 2008 - June 2009
SourceMedia- Investment Dealers' Digest March 2006 - May 2008
SourceMedia February 2005 - April 2007
HedgeFund.net, Channel Capital Group July 2002 - August 2004
CNN-United Nations August 2001 - January 2002
Skills
Journalism, Editing, Editorial, Copy Editing, Newspaper, Media Relations, Blogging, Press Releases, Web Content, Magazines, Publishing, Content Management, Ap Style, New Media, Social Media, Publicity, Newspapers, Social Networking, Storytelling, AP Style, Corporate Communications, News Writing, Publications, Content Strategy, Crisis Communications, Content Development, Newsletters, Breaking News, Speech Writing, Strategic Communications, Internal Communications, Feature Articles, Digital Media, Web Content Management, Writing
Education
New York University 2000 — 2002
MA, Journalism
Université de Toulouse-le-Mirail (Toulouse II) 1995 — 2000
Masters, Russian Studies
BT
BT
Winifred Mullins's New York Life Investments Experience 2005 - Present
Job Senior Legal Specialist, Project Manager at New York Life Investments
Industry Financial Services
Experience
New York Life Investments 2005 - Present
Prudential Financial May 2001 - October 2005
SunAmerica Asset Management June 1997 - May 2001
Skills
Mutual Funds, Variable Annuities, Financial Services, Series 6, Series 26, Asset Management, Securities, Securities Regulation, Insurance, Due Diligence, Corporate Governance, Equities, Investments
Education
Saint Peter's University
Bachelor of Science (BS), Economics and Finance
New York Life Investments 2005 - Present
Prudential Financial May 2001 - October 2005
SunAmerica Asset Management June 1997 - May 2001
Skills
Mutual Funds, Variable Annuities, Financial Services, Series 6, Series 26, Asset Management, Securities, Securities Regulation, Insurance, Due Diligence, Corporate Governance, Equities, Investments
Education
Saint Peter's University
Bachelor of Science (BS), Economics and Finance
Julia Warren's New York Life Investments Experience March 2012 - June 2013
Job Senior Managing Director at New York Life Investments
Industry Investment Management
Experience
New York Life Insurance Company June 2013 - Present
New York Life Investments March 2012 - June 2013
New York Life Investment Management February 2010 - March 2012
New York Life Insurance Company June 1995 - February 2010
PwC Consulting January 1994 - May 1995
Morgan Stanley September 1989 - June 1993
Prudential Insurance May 1981 - June 1989
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
MBA, Organizational Management
Drew University 1978 — 1980
BA, Psychology
New York Life Insurance Company June 2013 - Present
New York Life Investments March 2012 - June 2013
New York Life Investment Management February 2010 - March 2012
New York Life Insurance Company June 1995 - February 2010
PwC Consulting January 1994 - May 1995
Morgan Stanley September 1989 - June 1993
Prudential Insurance May 1981 - June 1989
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
MBA, Organizational Management
Drew University 1978 — 1980
BA, Psychology
Jim Kucharski's New York Life Investments Experience April 1981 - Present
Job Director New York Life Investments
Industry Financial Services
Experience
New York Life Investments April 1981 - Present
Skills
Risk Management, Business Analysis, Business Continuity..., Disaster Recovery, Investments, Data Center, Financial Risk, IT Management, IT Strategy, IT Service Management, IT Audit, IT Solutions, Risk Assessment, Enterprise Risk..., Operational Risk..., SDLC, SharePoint, Asset Management, Information Technology, Change Management, Governance, Mutual Funds, Investment Management, Business Continuity, Strategy, Information Security, Vendor Management, Information Security..., Enterprise Architecture, PMO, IT Operations, Business Process, Security, Retirement
Education
Rutgers, The State University of New Jersey-Newark 1976 — 1980
B.A., Major: Marketing, Minor: Economics
Marist High School 1972 — 1976
New York Life Investments April 1981 - Present
Skills
Risk Management, Business Analysis, Business Continuity..., Disaster Recovery, Investments, Data Center, Financial Risk, IT Management, IT Strategy, IT Service Management, IT Audit, IT Solutions, Risk Assessment, Enterprise Risk..., Operational Risk..., SDLC, SharePoint, Asset Management, Information Technology, Change Management, Governance, Mutual Funds, Investment Management, Business Continuity, Strategy, Information Security, Vendor Management, Information Security..., Enterprise Architecture, PMO, IT Operations, Business Process, Security, Retirement
Education
Rutgers, The State University of New Jersey-Newark 1976 — 1980
B.A., Major: Marketing, Minor: Economics
Marist High School 1972 — 1976
AJ Rzad's New York Life Investments Experience 2000 - Present
Job Managing Director at New York Life
Industry Financial Services
Experience
New York Life Investments 2000 - Present
MetLife 1994 - 2000
Skills
High Yield, Asset Management, High Grade, Fixed Income, Investments
Education
Cornell University - Johnson Graduate School of Management
New York Life Investments 2000 - Present
MetLife 1994 - 2000
Skills
High Yield, Asset Management, High Grade, Fixed Income, Investments
Education
Cornell University - Johnson Graduate School of Management
Jomil Guerrero's New York Life Investments Experience September 2011 - December 2014
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life Investments September 2011 - December 2014
The Riverside Company May 2009 - September 2011
Muirfield Capital Management June 2004 - May 2009
Untracht Early LLC August 2001 - June 2004
Education
University of Central Florida 1994 — 1998
BS, Accounting
New York Life Insurance Company January 2015 - Present
New York Life Investments September 2011 - December 2014
The Riverside Company May 2009 - September 2011
Muirfield Capital Management June 2004 - May 2009
Untracht Early LLC August 2001 - June 2004
Education
University of Central Florida 1994 — 1998
BS, Accounting
Joseph Engel's New York Life Investments Experience July 2011 - November 2013
Job Federated Investors
Industry Financial Services
Experience
Federated Investors, Inc. December 2013 - Present
New York Life Investments July 2011 - November 2013
Calvert Investments March 2010 - April 2011
Moody's Investors Service August 2007 - July 2009
Skills
Financial Modeling, Equities, Fixed Income, Business Valuation, Valuation, Capital Markets, Portfolio Management, Bloomberg, Alternative Investments
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Finance
Lehigh University 2002 — 2004
BA, Mathematics
Federated Investors, Inc. December 2013 - Present
New York Life Investments July 2011 - November 2013
Calvert Investments March 2010 - April 2011
Moody's Investors Service August 2007 - July 2009
Skills
Financial Modeling, Equities, Fixed Income, Business Valuation, Valuation, Capital Markets, Portfolio Management, Bloomberg, Alternative Investments
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Finance
Lehigh University 2002 — 2004
BA, Mathematics
Nicolas Jans's New York Life Investments Experience 2000 - Present
Job Mortgage Loan Officer New York Life Investments
Industry Real Estate
Experience
New York Life Investments 2000 - Present
David L. Babson & Co. March 1986 - October 2000
General American Life 1983 - 1986
Education
Saint Louis University 1978 — 1982
BS, Business Administration
New York Life Investments 2000 - Present
David L. Babson & Co. March 1986 - October 2000
General American Life 1983 - 1986
Education
Saint Louis University 1978 — 1982
BS, Business Administration
Marcus Newhart's New York Life Investments Experience 2004 - 2012
Job Director, New York Life Investment Management LLC
Industry Financial Services
Experience
new york life investments 2004 - 2012
Skills
Investments, Securities, Customer Service, Mutual Funds, Finance, Insurance, Series 7, Retirement, Asset Allocation, Wealth Management, Series 63, Alternative Investments, Risk Management, Intermediary Oversight, Operational Due..., Regulatory Compliance, Internal Controls, Transfer Agency
Education
Ithaca College 1986 — 1990
new york life investments 2004 - 2012
Skills
Investments, Securities, Customer Service, Mutual Funds, Finance, Insurance, Series 7, Retirement, Asset Allocation, Wealth Management, Series 63, Alternative Investments, Risk Management, Intermediary Oversight, Operational Due..., Regulatory Compliance, Internal Controls, Transfer Agency
Education
Ithaca College 1986 — 1990
bernadette hoban's New York Life Investments Experience April 2008 - Present
Job CVP at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2010 - Present
New York Life Investments April 2008 - Present
Skills
Product Management
Education
Kingsborough Community College
New York Life Insurance Company October 2010 - Present
New York Life Investments April 2008 - Present
Skills
Product Management
Education
Kingsborough Community College
Diane Muratore's New York Life Investments Experience Real Estate AppraiserIndependence Community Bank2003 - 2006
Job Second Vice President at New York Life Investments
Industry Real Estate
Experience
New York Life Investments Real Estate AppraiserIndependence Community Bank2003 - 2006
JPMorgan 1984 - 2003
Skills
Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1991
MBA
Binghamton University 1980 — 1984
BA
Mamaroneck High School
New York Life Investments Real Estate AppraiserIndependence Community Bank2003 - 2006
JPMorgan 1984 - 2003
Skills
Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1991
MBA
Binghamton University 1980 — 1984
BA
Mamaroneck High School
Michelle LaConto Munn's New York Life Investments Experience November 2014 - Present
Job Design Consultant at New York Life Investment Mgmt
Industry Graphic Design
Experience
New York Life Investments November 2014 - Present
Art Director / Graphic Designer March 2014 - November 2014
Toys“R”Us, Inc. November 2000 - March 2014
Frederick & Froberg January 1994 - November 2000
ProWolfe Partners August 1991 - December 1993
Skills
Art Direction, Creative Direction, Catalogs, Graphic Design, Corporate Identity, Typography, Direct Mail, Adobe Creative Suite, Marketing, Photography, Concept Development, Branding & Identity, Packaging, Photography Direction, Project Management, Marketing Communications, Corporate Communications, Cause Marketing, Print Production Process, Problem Solving, Non-profit Leadership, Historic Preservation, Grant Writing, InDesign, Layout, Time Management, Venture Philanthropy
Education
University of Cincinnati
B.S. Graphic Design, summa cum laude, College of Design, Architecture, Art and Planning
Drew University 2011 — 2013
Certificate, Historic Preservation
New York Life Investments November 2014 - Present
Art Director / Graphic Designer March 2014 - November 2014
Toys“R”Us, Inc. November 2000 - March 2014
Frederick & Froberg January 1994 - November 2000
ProWolfe Partners August 1991 - December 1993
Skills
Art Direction, Creative Direction, Catalogs, Graphic Design, Corporate Identity, Typography, Direct Mail, Adobe Creative Suite, Marketing, Photography, Concept Development, Branding & Identity, Packaging, Photography Direction, Project Management, Marketing Communications, Corporate Communications, Cause Marketing, Print Production Process, Problem Solving, Non-profit Leadership, Historic Preservation, Grant Writing, InDesign, Layout, Time Management, Venture Philanthropy
Education
University of Cincinnati
B.S. Graphic Design, summa cum laude, College of Design, Architecture, Art and Planning
Drew University 2011 — 2013
Certificate, Historic Preservation
Bill Worfolk, CIMA®'s New York Life Investments Experience March 2008 - August 2015
Job Investment Platform Division at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments September 2015 - Present
New York Life Investments March 2008 - August 2015
Morgan Stanley February 2005 - March 2008
Skills
Mutual Funds, Separately Managed..., Hedge Funds, Fund Of Funds, Private Equity, Asset Management, Asset Allocation, Series 7, Series 66, Investments, CIMA
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Monmouth University 2000 — 2004
BSBA, Finance and Mgmt
Franklin Templeton Investments September 2015 - Present
New York Life Investments March 2008 - August 2015
Morgan Stanley February 2005 - March 2008
Skills
Mutual Funds, Separately Managed..., Hedge Funds, Fund Of Funds, Private Equity, Asset Management, Asset Allocation, Series 7, Series 66, Investments, CIMA
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Monmouth University 2000 — 2004
BSBA, Finance and Mgmt
Esmond Siew's New York Life Investments Experience September 2014 - Present
Job Senior Actuarial Associate
Industry Financial Services
Experience
Prudential Financial February 2015 - Present
New York Life Investments September 2014 - Present
New York Life Investments March 2011 - September 2014
New York Life Investments July 2007 - March 2011
Skills
Actuarial Science, Pensions, Retirement, Defined Benefit, ALM, Fixed Annuities, Life Insurance, Solvency II, Stochastic Modeling, VBA, Bloomberg, Investments, SAS, Financial Risk, Financial Modeling, Derivatives, Insurance, Valuation, Risk Management, Reinsurance, Fixed Income, Financial Services, Analysis
Education
New Jersey Institute of Technology 2004 — 2006
Master of Science (M.S.), Applied Mathematics
New Jersey Institute of Technology 2000 — 2005
Bachelor of Science (B.S.), Applied Mathematics
Prudential Financial February 2015 - Present
New York Life Investments September 2014 - Present
New York Life Investments March 2011 - September 2014
New York Life Investments July 2007 - March 2011
Skills
Actuarial Science, Pensions, Retirement, Defined Benefit, ALM, Fixed Annuities, Life Insurance, Solvency II, Stochastic Modeling, VBA, Bloomberg, Investments, SAS, Financial Risk, Financial Modeling, Derivatives, Insurance, Valuation, Risk Management, Reinsurance, Fixed Income, Financial Services, Analysis
Education
New Jersey Institute of Technology 2004 — 2006
Master of Science (M.S.), Applied Mathematics
New Jersey Institute of Technology 2000 — 2005
Bachelor of Science (B.S.), Applied Mathematics
Michelle Gallo's New York Life Investments Experience July 2006 - March 2013
Job Director AxaEquitable Funds Management Group
Industry Financial Services
Experience
AXA Equitable July 2013 - Present
New York Life Investment Management LLC August 2006 - March 2013
New York Life Investments July 2006 - March 2013
Prudential Financial July 2004 - August 2006
Ernst & Young LLP December 2003 - July 2004
Prudential Financial November 2000 - December 2002
PricewaterhouseCoopers LLP November 1999 - November 2000
Zweig/Glaser August 1996 - November 1999
The Bank May 1995 - August 1996
Skills
Financial Reporting, Investments, General Ledger, Financial Statements, Auditing, SEC filings, Mutual Funds, Fund Accounting, Valuation, Tax, Series 7, Account Reconciliation, Securities, Investment Management, Accounting
Education
Saint John's University 1991 — 1995
Saint John's University
B.S. Degree, Accounting
AXA Equitable July 2013 - Present
New York Life Investment Management LLC August 2006 - March 2013
New York Life Investments July 2006 - March 2013
Prudential Financial July 2004 - August 2006
Ernst & Young LLP December 2003 - July 2004
Prudential Financial November 2000 - December 2002
PricewaterhouseCoopers LLP November 1999 - November 2000
Zweig/Glaser August 1996 - November 1999
The Bank May 1995 - August 1996
Skills
Financial Reporting, Investments, General Ledger, Financial Statements, Auditing, SEC filings, Mutual Funds, Fund Accounting, Valuation, Tax, Series 7, Account Reconciliation, Securities, Investment Management, Accounting
Education
Saint John's University 1991 — 1995
Saint John's University
B.S. Degree, Accounting
Keith Rosser's New York Life Investments Experience June 2007 - Present
Job Southeast Regional Appraiser at New York Life Investments
Industry
Experience
New York Life Investments June 2007 - Present
Skills
Real Estate, Due Diligence, Valuation, Real Estate Development, Real Estate Economics, Real Estate Transactions, Asset Management, Investments, Investment Properties, Commercial Real Estate
Education
University of Georgia - Terry College of Business 1986 — 1989
Bachelor of Business Administration (BBA), Real Estate
New York Life Investments June 2007 - Present
Skills
Real Estate, Due Diligence, Valuation, Real Estate Development, Real Estate Economics, Real Estate Transactions, Asset Management, Investments, Investment Properties, Commercial Real Estate
Education
University of Georgia - Terry College of Business 1986 — 1989
Bachelor of Business Administration (BBA), Real Estate
Sara Badler/NYLIM's New York Life Investments Experience 2012 - Present
Job Senior Vice President, Deputy General Counsel and Chief Investments Counsel at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Investments 2012 - Present
New York Life Insurance Company 2012 - Present
New York Life Investments 2009 - 2012
Van Kampen Investments 1999 - 2002
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
Education
Cornell University
New York Life Investments 2012 - Present
New York Life Insurance Company 2012 - Present
New York Life Investments 2009 - 2012
Van Kampen Investments 1999 - 2002
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
Education
Cornell University
Carrie Altshuler-Graziano's New York Life Investments Experience October 1999 - Present
Job Senior Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Investments October 1999 - Present
Education
Drew University
BA, English
New York Life Investments October 1999 - Present
Education
Drew University
BA, English
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group