Eagle Strategies, LLC (New York Life Company)
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22 Eagle Strategies, LLC (New York Life Company) employees in database. Find out everything there's to know about Eagle Strategies, LLC (New York Life Company) employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Eagle Strategies, LLC (New York Life Company) Employees
Employee
Years
Job
Industry
Harvey Nuttall ChFC®, LUTCF® Harvey Nuttall ChFC®, LUTCF®'s Eagle Strategies, LLC (New York Life Company) Experience March 2015 - Present
Job Financial Advisor at Eagle Strategies, LLC A Registered Investment Adviser (New York Life Insurance Company)
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) March 2015 - Present
New York Life Insurance Company March 2004 - Present
NYLIFE Securities LLC March 2004 - Present
Land & Company 1998 - 2000
Skills
LUTCF, 401k Rollovers, Annuity Sales, Estate Planning, Insurance, Licensed Life Insurance..., Life Insurance, IRAs, Retirement, Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Finance, Small Business, Disability Insurance
Education
The American College 2009 — 2015
Chartered Financial Consultant ChFC, Financial Planning and Services
Eagle Strategies, LLC (New York Life Company) March 2015 - Present
New York Life Insurance Company March 2004 - Present
NYLIFE Securities LLC March 2004 - Present
Land & Company 1998 - 2000
Skills
LUTCF, 401k Rollovers, Annuity Sales, Estate Planning, Insurance, Licensed Life Insurance..., Life Insurance, IRAs, Retirement, Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Finance, Small Business, Disability Insurance
Education
The American College 2009 — 2015
Chartered Financial Consultant ChFC, Financial Planning and Services
Sam Clyatt, CLU®, ChFC®, AEP®, CAP® Sam Clyatt, CLU®, ChFC®, AEP®, CAP®'s Eagle Strategies, LLC (New York Life Company) Experience February 1997 - Present
Job Experienced Financial Adviser at Eagle Strategies, LLC & Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) February 1997 - Present
NYLIFE Securities LLC December 1996 - Present
New York Life Insurance Company April 1977 - Present
Middle Tennessee State University December 1974 - December 1975
Skills
Investments, Protection..., Wealth Preservation..., Asset Protection, 401(k) Rollovers, Multi-generational..., Charitable Giving, Education Funding..., Retirement Income..., Strategic Planning
Education
MTSU 1973 — 1975
early American History
MTSU 1971 — 1972
Masters, History
Tennessee Temple University 1966 — 1970
Bachelors, History
Eagle Strategies, LLC (New York Life Company) February 1997 - Present
NYLIFE Securities LLC December 1996 - Present
New York Life Insurance Company April 1977 - Present
Middle Tennessee State University December 1974 - December 1975
Skills
Investments, Protection..., Wealth Preservation..., Asset Protection, 401(k) Rollovers, Multi-generational..., Charitable Giving, Education Funding..., Retirement Income..., Strategic Planning
Education
MTSU 1973 — 1975
early American History
MTSU 1971 — 1972
Masters, History
Tennessee Temple University 1966 — 1970
Bachelors, History
Koytt E. Nichols Koytt E. Nichols's Eagle Strategies, LLC (New York Life Company) Experience September 2011 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) September 2011 - Present
121 View Media Holdings Pte Ltd (Singapore) May 2010 - August 2010
Keywest Technology, Inc. May 2007 - August 2009
Skills
Insurance, Investments, 401k Rollovers, Small Business, Retirement Planning, Wealth Preservation..., Succession Planning, Estate Planning, Asset Protection, Finance, Mutual Funds, Customer Service, Fixed Annuities, Disability Insurance
Education
The University of Kansas 2006 — 2010
Economics and Business
Eagle Strategies, LLC (New York Life Company) September 2011 - Present
121 View Media Holdings Pte Ltd (Singapore) May 2010 - August 2010
Keywest Technology, Inc. May 2007 - August 2009
Skills
Insurance, Investments, 401k Rollovers, Small Business, Retirement Planning, Wealth Preservation..., Succession Planning, Estate Planning, Asset Protection, Finance, Mutual Funds, Customer Service, Fixed Annuities, Disability Insurance
Education
The University of Kansas 2006 — 2010
Economics and Business
Beau Blemker's Eagle Strategies, LLC (New York Life Company) Experience May 2015 - Present
Job Financial Adviser with Eagle Strategies LLC helping educate clients to crystilize and achieve their financial goals
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) May 2015 - Present
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company December 2013 - Present
Education
Henderson Community College 2010 — 2012
Associate's degree, business
University of Southern Indiana
Bachelor of Science, Finance and Economics
Eagle Strategies, LLC (New York Life Company) May 2015 - Present
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company December 2013 - Present
Education
Henderson Community College 2010 — 2012
Associate's degree, business
University of Southern Indiana
Bachelor of Science, Finance and Economics
Anthony Galante's Eagle Strategies, LLC (New York Life Company) Experience April 2015 - Present
Job Wealth Management | Business Development | Marketing Analytics
Industry Investment Management
Experience
Eagle Strategies, LLC (New York Life Company) April 2015 - Present
DialogueDirect June 2014 - April 2015
Northwestern Mutual February 2013 - May 2013
Queens College History Department September 2010 - December 2011
Starbucks August 2004 - October 2007
Skills
Management, Microsoft Excel, Research, Stata, PowerPoint, Spreadsheets, Microsoft Word, Data Collection, Highly personable, Problem Solving, Microsoft Office, Teamwork, Social Media, Photoshop, Customer Service, Teaching, Data Analysis, Editing, Statistics, Economics, Computers, Calculus, Inventory Management, Inventory Control, Flow Charts, Solution Implementation, Collaborative Problem..., Cold Calling, Interviews, Invoicing, Listings, Troubleshooting, Public Speaking, Leadership, Time Management, Sales
Education
City University of New York-Queens College 2010 — 2013
Bachelor of Arts (B.A.), Economics
Queensborough Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Eagle Strategies, LLC (New York Life Company) April 2015 - Present
DialogueDirect June 2014 - April 2015
Northwestern Mutual February 2013 - May 2013
Queens College History Department September 2010 - December 2011
Starbucks August 2004 - October 2007
Skills
Management, Microsoft Excel, Research, Stata, PowerPoint, Spreadsheets, Microsoft Word, Data Collection, Highly personable, Problem Solving, Microsoft Office, Teamwork, Social Media, Photoshop, Customer Service, Teaching, Data Analysis, Editing, Statistics, Economics, Computers, Calculus, Inventory Management, Inventory Control, Flow Charts, Solution Implementation, Collaborative Problem..., Cold Calling, Interviews, Invoicing, Listings, Troubleshooting, Public Speaking, Leadership, Time Management, Sales
Education
City University of New York-Queens College 2010 — 2013
Bachelor of Arts (B.A.), Economics
Queensborough Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Thomas Patton Thomas Patton's Eagle Strategies, LLC (New York Life Company) Experience May 2013 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) May 2013 - Present
NYLIFE Securities LLC November 2009 - Present
New York Life Insurance Company May 2009 - Present
Self Employed & Freelancers September 2002 - April 2009
OJP December 1989 - August 2002
Skills
Fixed Annuities, IRAs, Retirement Planning, Estate Planning, Investments, Long Term Care Insurance, Licensed Life Insurance..., 401(k) Rollovers
Education
Hope College 1975 — 1979
BA, Business, Chemistry
Eagle Strategies, LLC (New York Life Company) May 2013 - Present
NYLIFE Securities LLC November 2009 - Present
New York Life Insurance Company May 2009 - Present
Self Employed & Freelancers September 2002 - April 2009
OJP December 1989 - August 2002
Skills
Fixed Annuities, IRAs, Retirement Planning, Estate Planning, Investments, Long Term Care Insurance, Licensed Life Insurance..., 401(k) Rollovers
Education
Hope College 1975 — 1979
BA, Business, Chemistry
David Dlugacz David Dlugacz's Eagle Strategies, LLC (New York Life Company) Experience June 2012 - Present
Job Financial Advisor Helping Individuals and Businesses Reach Their Financial Goals.
Industry Financial Services
Experience
Blueprint Financial Strategies, LLC January 2015 - Present
Eagle Strategies, LLC (New York Life Company) June 2012 - Present
Financial Advantage Associates, Inc April 2010 - July 2012
Market Groundswell, LLC June 2009 - February 2010
Koa Sports May 2009 - August 2009
Custom Builders USA May 2007 - November 2008
NCQA January 2004 - June 2006
Covance June 2001 - February 2004
Winston Churchill High School March 2003 - June 2003
Skills
Retirement Planning, Marketing, Investments, CRM, Sales, Finance, Small Business, Securities
Education
University of Maryland Baltimore County 1997 — 2001
Health Adminstration and Policy
Blueprint Financial Strategies, LLC January 2015 - Present
Eagle Strategies, LLC (New York Life Company) June 2012 - Present
Financial Advantage Associates, Inc April 2010 - July 2012
Market Groundswell, LLC June 2009 - February 2010
Koa Sports May 2009 - August 2009
Custom Builders USA May 2007 - November 2008
NCQA January 2004 - June 2006
Covance June 2001 - February 2004
Winston Churchill High School March 2003 - June 2003
Skills
Retirement Planning, Marketing, Investments, CRM, Sales, Finance, Small Business, Securities
Education
University of Maryland Baltimore County 1997 — 2001
Health Adminstration and Policy
Rose Gentile Rose Gentile's Eagle Strategies, LLC (New York Life Company) Experience August 2002 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) August 2002 - Present
NYLIFE Securities LLC November 1993 - Present
New York Life Insurance Company January 1986 - Present
Skills
Insurance, Estate Planning, Retirement Planning, Multi-generational..., Protection..., Key Person Protection, Investments, Annuity Sales, Retirement, 401k Rollovers, Licensed Life Insurance..., Long-term Care, Gifting Strategies, Life Insurance, Legacies, Multi-generational..., Protection Planning, Social Media Marketing, Small Business, Asset Protection, Buy-sell Agreements, Business Insurance..., Business Succession..., Education Funding..., Grandchild Gifting, IRA Rollovers, Supplements to Employee..., Personal Finance, Wealth Preservation..., Business Development, Building Relationships, Business Exit Strategy, Charitable Giving, Long Term Care Insurance, IRAs
Education
Northern Virginia Community College
Eagle Strategies, LLC (New York Life Company) August 2002 - Present
NYLIFE Securities LLC November 1993 - Present
New York Life Insurance Company January 1986 - Present
Skills
Insurance, Estate Planning, Retirement Planning, Multi-generational..., Protection..., Key Person Protection, Investments, Annuity Sales, Retirement, 401k Rollovers, Licensed Life Insurance..., Long-term Care, Gifting Strategies, Life Insurance, Legacies, Multi-generational..., Protection Planning, Social Media Marketing, Small Business, Asset Protection, Buy-sell Agreements, Business Insurance..., Business Succession..., Education Funding..., Grandchild Gifting, IRA Rollovers, Supplements to Employee..., Personal Finance, Wealth Preservation..., Business Development, Building Relationships, Business Exit Strategy, Charitable Giving, Long Term Care Insurance, IRAs
Education
Northern Virginia Community College
Matt Harper, CFP, ChFC, CLU Matt Harper, CFP, ChFC, CLU's Eagle Strategies, LLC (New York Life Company) Experience June 2002 - Present
Job Financial Advisor at Eagle Strategies, LLC
Industry Investment Management
Experience
Eagle Strategies, LLC (New York Life Company) June 2002 - Present
Horace Mann Insurance Company October 2001 - June 2002
Clayton Homes May 1999 - August 2001
Skills
Finance, Project Planning, Retirement Planning, Insurance, Strategic Financial..., Fixed Annuities, Financial Analysis, Banking, Retirement, Investments, Risk Management, Sales
Education
Carson-Newman University 1997 — 1999
B.S., Financial Economics
University of North Alabama 1994 — 1997
Finance
Farragut High School 1990 — 1994
Eagle Strategies, LLC (New York Life Company) June 2002 - Present
Horace Mann Insurance Company October 2001 - June 2002
Clayton Homes May 1999 - August 2001
Skills
Finance, Project Planning, Retirement Planning, Insurance, Strategic Financial..., Fixed Annuities, Financial Analysis, Banking, Retirement, Investments, Risk Management, Sales
Education
Carson-Newman University 1997 — 1999
B.S., Financial Economics
University of North Alabama 1994 — 1997
Finance
Farragut High School 1990 — 1994
Laird Smith CLU, ChFC, LUTCF, CLTC, CLF, MSFS Laird Smith CLU, ChFC, LUTCF, CLTC, CLF, MSFS's Eagle Strategies, LLC (New York Life Company) Experience May 2009 - Present
Job Senior Director of Development
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) May 2009 - Present
New York Life Insurance Company June 1993 - Present
NYLIFE Securities LLC May 1990 - May 1993
New York Life Insurance Company November 1988 - May 1990
Dun & Bradstreet 1974 - 1988
Skills
Insurance, Long Term Care Insurance, Financial Services, Retirement Planning, Retirement, Fixed Annuities, Life Insurance, Estate Planning, Training, College Savings Plans, Long-term Care, 401k Rollovers, Wealth Preservation..., IRAs, Leadership, Retirement Plan..., CLU, Coaching, Management, Strategic Planning, Public Speaking, Business Development
Education
Oregon State University
B.S., Business, Marketing & Management
The American College
MSFS, Insurance, Investments, Leadership
Eagle Strategies, LLC (New York Life Company) May 2009 - Present
New York Life Insurance Company June 1993 - Present
NYLIFE Securities LLC May 1990 - May 1993
New York Life Insurance Company November 1988 - May 1990
Dun & Bradstreet 1974 - 1988
Skills
Insurance, Long Term Care Insurance, Financial Services, Retirement Planning, Retirement, Fixed Annuities, Life Insurance, Estate Planning, Training, College Savings Plans, Long-term Care, 401k Rollovers, Wealth Preservation..., IRAs, Leadership, Retirement Plan..., CLU, Coaching, Management, Strategic Planning, Public Speaking, Business Development
Education
Oregon State University
B.S., Business, Marketing & Management
The American College
MSFS, Insurance, Investments, Leadership
Nathan Clark (LUTCF) Nathan Clark (LUTCF)'s Eagle Strategies, LLC (New York Life Company) Experience September 2013 - Present
Job Financial Professional helping families and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Innovative Financial Solutions June 2015 - Present
Eagle Strategies, LLC (New York Life Company) September 2013 - Present
New York Life Securities LLC May 2009 - Present
New York Life Insurance Company December 2008 - Present
New York Life Insurance Company December 2012 - March 2015
Wells Fargo Financial January 2008 - August 2008
Skills
Business Planning, Customer Service, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Leadership, Life Insurance, Recruiting, Retirement Planning, Training, Financial Services, IRAs
Education
University of Iowa 2003 — 2008
Bachelors, Communication Studies, Business, Entreprenurship
Innovative Financial Solutions June 2015 - Present
Eagle Strategies, LLC (New York Life Company) September 2013 - Present
New York Life Securities LLC May 2009 - Present
New York Life Insurance Company December 2008 - Present
New York Life Insurance Company December 2012 - March 2015
Wells Fargo Financial January 2008 - August 2008
Skills
Business Planning, Customer Service, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Leadership, Life Insurance, Recruiting, Retirement Planning, Training, Financial Services, IRAs
Education
University of Iowa 2003 — 2008
Bachelors, Communication Studies, Business, Entreprenurship
Alexander Tran's Eagle Strategies, LLC (New York Life Company) Experience July 2014 - December 2014
Job Financial Advisor at Eagle Strategies, LLC (New York Life Company)
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) July 2014 - December 2014
New York Life & MainStay Investments December 2012 - June 2014
Skills
Life Insurance, Mutual Funds, IRAs, Long Term Care Insurance, Wealth Accumulation..., Strategic Financial..., Retirement Planning, Microsoft Office, Marketing Strategy, Finance, Marketing, Social Media, Project Management, Photoshop, Advertising, PowerPoint, International Relations, Customer Service, AutoCAD, Investments, Budgets, Financial Analysis, Insurance, Financial Modeling, Leadership
Education
Pepperdine University 2008 — 2012
Bachelor of Science (BS), Business Administration
PEPPERDINE UNIVERSITY SHANGHAI 2009 — 2010
Bachelor of Science (BS), Business Administration
Eagle Strategies, LLC (New York Life Company) July 2014 - December 2014
New York Life & MainStay Investments December 2012 - June 2014
Skills
Life Insurance, Mutual Funds, IRAs, Long Term Care Insurance, Wealth Accumulation..., Strategic Financial..., Retirement Planning, Microsoft Office, Marketing Strategy, Finance, Marketing, Social Media, Project Management, Photoshop, Advertising, PowerPoint, International Relations, Customer Service, AutoCAD, Investments, Budgets, Financial Analysis, Insurance, Financial Modeling, Leadership
Education
Pepperdine University 2008 — 2012
Bachelor of Science (BS), Business Administration
PEPPERDINE UNIVERSITY SHANGHAI 2009 — 2010
Bachelor of Science (BS), Business Administration
Melissa (Haber) Albanese Melissa (Haber) Albanese's Eagle Strategies, LLC (New York Life Company) Experience March 1998 - July 2012
Job Advisory Products Manager at American Portfolios
Industry Financial Services
Experience
American Portfolios January 2013 - Present
Eagle Strategies, LLC (New York Life Company) March 1998 - July 2012
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1986 — 1990
Bachelor’s Degree, Economics
American Portfolios January 2013 - Present
Eagle Strategies, LLC (New York Life Company) March 1998 - July 2012
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1986 — 1990
Bachelor’s Degree, Economics
Stephanie Darnielle Stephanie Darnielle's Eagle Strategies, LLC (New York Life Company) Experience May 2015 - Present
Job Administrative Professional
Industry Executive Office
Experience
Eagle Strategies, LLC (New York Life Company) May 2015 - Present
First Commerce of America Inc February 2014 - Present
Beckel Canvas April 2006 - February 2014
Skills
Management, Administrative..., Customer Service, Marketing, PowerPoint, Office Management, Microsoft Excel, Office Administration, Sales, Data Entry, Time Management, Payroll, Team Building, Invoicing, Administration, Microsoft Office, Event Planning, Social Media, Accounts Payable, Accounts Receivable, Training, Public Speaking, Negotiation
Education
Portland Community College 2007 — 2009
Early Childhood Education and Teaching
Eagle Strategies, LLC (New York Life Company) May 2015 - Present
First Commerce of America Inc February 2014 - Present
Beckel Canvas April 2006 - February 2014
Skills
Management, Administrative..., Customer Service, Marketing, PowerPoint, Office Management, Microsoft Excel, Office Administration, Sales, Data Entry, Time Management, Payroll, Team Building, Invoicing, Administration, Microsoft Office, Event Planning, Social Media, Accounts Payable, Accounts Receivable, Training, Public Speaking, Negotiation
Education
Portland Community College 2007 — 2009
Early Childhood Education and Teaching
Cindy (Home) Merchant Cindy (Home) Merchant's Eagle Strategies, LLC (New York Life Company) Experience April 2015 - Present
Job Administrative Assistant Eagle Financial Strategies
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) April 2015 - Present
Laurence Kessler Injury Law February 2004 - April 2015
McCandlish Holton June 2000 - April 2003
Sentry Insurance August 1994 - June 2000
Powhatan United Methodist Chr September 1990 - May 1993
Powhatan County Public Schools August 1982 - June 1987
Skills
Litigation Management, Product Liability, Workers Compensation, Legal Writing, Mediation, Litigation, Legal Research, Insurance, Personal Injury, Legal Assistance, Microsoft Office, Customer Service, Microsoft Word
Education
Longwood College 1977 — 1981
BS, Early Childhood
Eagle Strategies, LLC (New York Life Company) April 2015 - Present
Laurence Kessler Injury Law February 2004 - April 2015
McCandlish Holton June 2000 - April 2003
Sentry Insurance August 1994 - June 2000
Powhatan United Methodist Chr September 1990 - May 1993
Powhatan County Public Schools August 1982 - June 1987
Skills
Litigation Management, Product Liability, Workers Compensation, Legal Writing, Mediation, Litigation, Legal Research, Insurance, Personal Injury, Legal Assistance, Microsoft Office, Customer Service, Microsoft Word
Education
Longwood College 1977 — 1981
BS, Early Childhood
Sunny Hong's Eagle Strategies, LLC (New York Life Company) Experience October 2015 - Present
Job Financial Services Professional,
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) October 2015 - Present
New York Life Insurance Company January 2015 - Present
Merrill Lynch June 2012 - March 2014
SKH Properties & Development January 2009 - April 2012
Best Choice Real Estate January 2003 - October 2008
SunnTek Group, Inc. January 2002 - October 2003
Lucent Technologies January 1996 - October 2001
Skills
Series 7, Wealth Management, Investments, Asset Allocation, Investment Advisory, Portfolio Management, Series 66, Life and Health..., Marketing Communications, Telecommunications, Corporate Events, Product Marketing, International Business, Foreign Languages, Commercial Real Estate, International Project..., International Relations, International Marketing, International..., Investment Properties, Property Management, Project Management, Telecommunications..., Global..., Employee Training, Customer Events, Customer Oriented, Committed to Customer..., Fashion Design, Nonprofits, Church Services, Customer Product..., Korean, Japanese, Real Estate Broker...
Education
Fairleigh Dickinson University-Florham Campus
Marketing and Business Administration, Cum Laude
Fashion Institute of Technology
Fashion Design
Tokyo Mode Fashion Institute
Fashion Design
Eagle Strategies, LLC (New York Life Company) October 2015 - Present
New York Life Insurance Company January 2015 - Present
Merrill Lynch June 2012 - March 2014
SKH Properties & Development January 2009 - April 2012
Best Choice Real Estate January 2003 - October 2008
SunnTek Group, Inc. January 2002 - October 2003
Lucent Technologies January 1996 - October 2001
Skills
Series 7, Wealth Management, Investments, Asset Allocation, Investment Advisory, Portfolio Management, Series 66, Life and Health..., Marketing Communications, Telecommunications, Corporate Events, Product Marketing, International Business, Foreign Languages, Commercial Real Estate, International Project..., International Relations, International Marketing, International..., Investment Properties, Property Management, Project Management, Telecommunications..., Global..., Employee Training, Customer Events, Customer Oriented, Committed to Customer..., Fashion Design, Nonprofits, Church Services, Customer Product..., Korean, Japanese, Real Estate Broker...
Education
Fairleigh Dickinson University-Florham Campus
Marketing and Business Administration, Cum Laude
Fashion Institute of Technology
Fashion Design
Tokyo Mode Fashion Institute
Fashion Design
Jason Augustosky Jason Augustosky's Eagle Strategies, LLC (New York Life Company) Experience February 2015 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) February 2015 - Present
New York Life Insurance Company October 2013 - Present
NYLIFE Securities LLC October 2013 - Present
Skills
Investments, 401k Rollovers, Annuity Sales, Insurance, Retirement Planning, Retirement, Long Term Care Insurance
Education
Old Dominion University - College of Business and Public Administration 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Eagle Strategies, LLC (New York Life Company) February 2015 - Present
New York Life Insurance Company October 2013 - Present
NYLIFE Securities LLC October 2013 - Present
Skills
Investments, 401k Rollovers, Annuity Sales, Insurance, Retirement Planning, Retirement, Long Term Care Insurance
Education
Old Dominion University - College of Business and Public Administration 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sam Winward Sam Winward's Eagle Strategies, LLC (New York Life Company) Experience January 2012 - Present
Job Dedicated Financial Adviser helping families and businesses in Cache Valley and beyond ChFC®, CLU®, LUTCF, CLTC
Industry Financial Services
Experience
Winward Financial Insurance & Investments LLC December 2011 - Present
Eagle Strategies, LLC (New York Life Company) January 2012 - Present
NYLIFE Securities LLC October 2008 - Present
New York Life Insurance Company May 2008 - Present
Frontier Adjusters September 2002 - July 2008
Cerner Corporation January 2002 - September 2002
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Communication, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., LUTCF, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Licensed in Long-Term..., Securities, Financial Services, FINRA, Life Insurance, Customer Service, Sales, Fixed Annuities, Leadership
Education
The University of Georgia 2000 — 2001
M. Ed., Instructional Technology
Utah State University 1994 — 2000
BS, Environmental Engineering
Soda Springs High School 1990 — 1994
Winward Financial Insurance & Investments LLC December 2011 - Present
Eagle Strategies, LLC (New York Life Company) January 2012 - Present
NYLIFE Securities LLC October 2008 - Present
New York Life Insurance Company May 2008 - Present
Frontier Adjusters September 2002 - July 2008
Cerner Corporation January 2002 - September 2002
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Communication, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., LUTCF, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Licensed in Long-Term..., Securities, Financial Services, FINRA, Life Insurance, Customer Service, Sales, Fixed Annuities, Leadership
Education
The University of Georgia 2000 — 2001
M. Ed., Instructional Technology
Utah State University 1994 — 2000
BS, Environmental Engineering
Soda Springs High School 1990 — 1994
Michael R. Dunn, CLU, ChFC, CFP, Cert. PFS's Eagle Strategies, LLC (New York Life Company) Experience April 2010 - Present
Job Investment Advisor Representative at Eagle Strategies, LLC (New York Life Company)
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) April 2010 - Present
NYLIFE Securities LLC January 2010 - Present
The American College 1989 - 2013
The American College 1989 - 2013
Insurance Solutions International January 2006 - January 2010
Swiss Life Private Placement March 2008 - July 2008
Sun Life Everbright Insurance Company of China March 2006 - November 2006
JPMorgan Private Bank June 2002 - July 2005
Sun Life Financial February 2000 - June 2002
New England Financial February 1989 - February 2000
Skills
Insurance, Life Insurance, Relationship Management, Investments, Wealth Management, Private Banking, Strategic Financial..., Business Planning
Education
The Johns Hopkins University 1966 — 1972
BA, Behavioral Sciences
College for Financial Planning
CFP, Certified Financial Planner
East High School
The American College
CLU, Charetered Life Underwriter
The Johns Hopkins University
BA, Behavioral Sciences
Eagle Strategies, LLC (New York Life Company) April 2010 - Present
NYLIFE Securities LLC January 2010 - Present
The American College 1989 - 2013
The American College 1989 - 2013
Insurance Solutions International January 2006 - January 2010
Swiss Life Private Placement March 2008 - July 2008
Sun Life Everbright Insurance Company of China March 2006 - November 2006
JPMorgan Private Bank June 2002 - July 2005
Sun Life Financial February 2000 - June 2002
New England Financial February 1989 - February 2000
Skills
Insurance, Life Insurance, Relationship Management, Investments, Wealth Management, Private Banking, Strategic Financial..., Business Planning
Education
The Johns Hopkins University 1966 — 1972
BA, Behavioral Sciences
College for Financial Planning
CFP, Certified Financial Planner
East High School
The American College
CLU, Charetered Life Underwriter
The Johns Hopkins University
BA, Behavioral Sciences
Eugene O'Brien's Eagle Strategies, LLC (New York Life Company) Experience October 2013 - Present
Job Senior Associate (Law & Compliance Dept) at Eagle Strategies, LLC (New York Life Company)
Industry Insurance
Experience
Eagle Strategies, LLC (New York Life Company) October 2013 - Present
The Guardian Life Insurance Company of America June 2011 - October 2013
Prudential Financial September 2006 - May 2011
Skills
Securities, AML, Corporate Governance, Legal Research, Legal Writing, Insurance, Financial Services, Litigation, Corporate Law, Risk Management, Financial Risk, Estate Planning, Legal Compliance, Hedge Funds, Mutual Funds
Education
Pace University School of Law 2003 — 2006
2006, Law
Rutgers University-New Brunswick
Bachelor's degree
Eagle Strategies, LLC (New York Life Company) October 2013 - Present
The Guardian Life Insurance Company of America June 2011 - October 2013
Prudential Financial September 2006 - May 2011
Skills
Securities, AML, Corporate Governance, Legal Research, Legal Writing, Insurance, Financial Services, Litigation, Corporate Law, Risk Management, Financial Risk, Estate Planning, Legal Compliance, Hedge Funds, Mutual Funds
Education
Pace University School of Law 2003 — 2006
2006, Law
Rutgers University-New Brunswick
Bachelor's degree
Ryan Arredondo's Eagle Strategies, LLC (New York Life Company) Experience November 2010 - Present
Job Wealth Management Associate at Eagle Strategies, LLC (New York Life Company)
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) November 2010 - Present
Skills
Investments, Mutual Funds, Financial Analysis, Portfolio Management, Financial Services, Wealth Management, Securities, Series 7
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Eagle Strategies, LLC (New York Life Company) November 2010 - Present
Skills
Investments, Mutual Funds, Financial Analysis, Portfolio Management, Financial Services, Wealth Management, Securities, Series 7
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Catherine Gong's Eagle Strategies, LLC (New York Life Company) Experience June 2013 - September 2013
Job Senior Risk Data Scientist at OnDeck
Industry Financial Services
Experience
OnDeck February 2014 - August 2015
Eagle Strategies, LLC (New York Life Company) June 2013 - September 2013
Columbia Business School November 2012 - January 2013
Standard Chartered Bank January 2012 - April 2012
Silicon Valley Bank September 2011 - November 2011
Shanghai Pudong Development Bank January 2011 - March 2011
Skills
R, Statistical Modeling, SAS, Matlab, Python, VBA, Time Series Analysis, SQL, C++, Access, Bloomberg, Asset Management, Regression Analysis, Quantitative Investing, Data Visualization, Project Management, Strategic Planning, Marketing, Risk Analytics, Model Validation, Portfolio Management, Analytics, Financial Modeling, Data Analysis, Statistics
Education
Columbia University in the City of New York 2012 — 2014
Master of Arts (M.A.)
Shanghai University of Finance and Economics 2008 — 2012
Bachelor of Science (B.S.)
Shanghai University of Finance and Economics 2008 — 2012
Bachelor of Arts (B.A.)
Shanghai High School 2005 — 2008
OnDeck February 2014 - August 2015
Eagle Strategies, LLC (New York Life Company) June 2013 - September 2013
Columbia Business School November 2012 - January 2013
Standard Chartered Bank January 2012 - April 2012
Silicon Valley Bank September 2011 - November 2011
Shanghai Pudong Development Bank January 2011 - March 2011
Skills
R, Statistical Modeling, SAS, Matlab, Python, VBA, Time Series Analysis, SQL, C++, Access, Bloomberg, Asset Management, Regression Analysis, Quantitative Investing, Data Visualization, Project Management, Strategic Planning, Marketing, Risk Analytics, Model Validation, Portfolio Management, Analytics, Financial Modeling, Data Analysis, Statistics
Education
Columbia University in the City of New York 2012 — 2014
Master of Arts (M.A.)
Shanghai University of Finance and Economics 2008 — 2012
Bachelor of Science (B.S.)
Shanghai University of Finance and Economics 2008 — 2012
Bachelor of Arts (B.A.)
Shanghai High School 2005 — 2008