MUTUAL OF AMERICA LIFE INSURANCE COMPANY
Description
The Mutual of America Life Insurance Company, also referred to as Mutual of America, is a Fortune 1000 mutual company based in Manhattan, New York City. Founded in 1945, it is ranked on the Forbes 500 list as the tenth-largest mutual life insurance company in the United States. Headquarters: New York City, NY CEO: John R. Greed (Apr 1, 2016–) Founded: 1945 Subsidiaries: Mutual of America Capital Management LLC, Type of business: Mutual organization
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY Employees
Employee
Years
Job
Industry
Matthew Lishego Matthew Lishego's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience September 2003 - June 2007
Job Sr. Financial Analyst at Mutual of America Capital Management Corp.
Industry Financial Services
Experience
Mutual of America Capital Management Corp. January 2012 - Present
Mutual of America Capital Management Corp. June 2007 - January 2012
Mutual of America Life Insurance Company September 2003 - June 2007
Skills
Financial Analysis, Portfolio Performance..., Financial Reporting, Performance Reporting, Series 7, Performance Analysis, Cash Flow Reporting, Bloomberg, FactSet, PSN, Equities, Fixed Income, Series 63, Excel, Vlookup, Pivot Tables, Access, Access Database, Defined Benefit, Defined Contribution, 401k, 403 b, Bloomberg Terminal, PAM for Securities, Zephyr Style Advisor, Zephyr, Performance Benchmarking, Client Relations, Client Services
Education
Ohio University 1996 — 2001
BA
Mutual of America Capital Management Corp. January 2012 - Present
Mutual of America Capital Management Corp. June 2007 - January 2012
Mutual of America Life Insurance Company September 2003 - June 2007
Skills
Financial Analysis, Portfolio Performance..., Financial Reporting, Performance Reporting, Series 7, Performance Analysis, Cash Flow Reporting, Bloomberg, FactSet, PSN, Equities, Fixed Income, Series 63, Excel, Vlookup, Pivot Tables, Access, Access Database, Defined Benefit, Defined Contribution, 401k, 403 b, Bloomberg Terminal, PAM for Securities, Zephyr Style Advisor, Zephyr, Performance Benchmarking, Client Relations, Client Services
Education
Ohio University 1996 — 2001
BA
Barbara Lubin Barbara Lubin's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience August 1980 - Present
Job Pension Manager at Mutual of America Life Insurance Company
Industry Insurance
Experience
Mutual of America Life Insurance Company August 1980 - Present
Skills
Pensions, Employee Benefits, Employee Relations, Benefits Administration, Performance Management, Employee Engagement, Insurance, Succession Planning, HR Policies
Education
Brooklyn College 1975 — 1979
Bachelor of Arts (B.A.)
City University of New York-Brooklyn College 1975 — 1979
Bachelor's degree
Mutual of America Life Insurance Company August 1980 - Present
Skills
Pensions, Employee Benefits, Employee Relations, Benefits Administration, Performance Management, Employee Engagement, Insurance, Succession Planning, HR Policies
Education
Brooklyn College 1975 — 1979
Bachelor of Arts (B.A.)
City University of New York-Brooklyn College 1975 — 1979
Bachelor's degree
Roy Donald Vaughn Roy Donald Vaughn's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience May 2008 - May 2012
Job UsHealth Advisors
Industry Insurance
Experience
PRUCO SECURITIES, LLC. May 2015 - Present
USHEALTH Advisors November 2014 - Present
Vaughn & Rafferty Agency, Inc. October 2012 - Present
Allstate August 2012 - November 2014
MUTUAL OF AMERICA LIFE INSURANCE COMPANY May 2008 - May 2012
Baltimore Regional Office May 2008 - May 2012
NEWBRIDGE SECURITIES CORPORATION March 2007 - May 2008
WOODSTOCK FINANCIAL GROUP, INC March 2007 - April 2008
New York Branch Office February 2002 - February 2007
SALOMON GREY FINANCIAL June 2001 - February 2002
Skills
Insurance, Fixed Annuities, Investments, Sales, Employee Benefits, Series 63, Small Business, Finance, Financial Services, Marketing, Mutual Funds, 401k, Series 6, Property, Healthcare, Healthcare Management, Property, Health Insurance, Account Management, Customer Service, Management, Training, Leadership, Strategic Planning, Disability Insurance, Cold Calling, Customer Retention, Sales Management, Brokers, Team Building, Life Insurance, Retirement, Claim, Commercial Insurance, General Insurance, Term Life Insurance, Umbrella Insurance, Workers Compensation, Liability, Long-term Care, Underwriting, New Business Development, Business Development
Education
University of Phoenix
BS, Business Management
University of Phoenix
Bachelor of Science Degree, Business Management
PRUCO SECURITIES, LLC. May 2015 - Present
USHEALTH Advisors November 2014 - Present
Vaughn & Rafferty Agency, Inc. October 2012 - Present
Allstate August 2012 - November 2014
MUTUAL OF AMERICA LIFE INSURANCE COMPANY May 2008 - May 2012
Baltimore Regional Office May 2008 - May 2012
NEWBRIDGE SECURITIES CORPORATION March 2007 - May 2008
WOODSTOCK FINANCIAL GROUP, INC March 2007 - April 2008
New York Branch Office February 2002 - February 2007
SALOMON GREY FINANCIAL June 2001 - February 2002
Skills
Insurance, Fixed Annuities, Investments, Sales, Employee Benefits, Series 63, Small Business, Finance, Financial Services, Marketing, Mutual Funds, 401k, Series 6, Property, Healthcare, Healthcare Management, Property, Health Insurance, Account Management, Customer Service, Management, Training, Leadership, Strategic Planning, Disability Insurance, Cold Calling, Customer Retention, Sales Management, Brokers, Team Building, Life Insurance, Retirement, Claim, Commercial Insurance, General Insurance, Term Life Insurance, Umbrella Insurance, Workers Compensation, Liability, Long-term Care, Underwriting, New Business Development, Business Development
Education
University of Phoenix
BS, Business Management
University of Phoenix
Bachelor of Science Degree, Business Management
Marilyn Lampel, LEED AP O+M Marilyn Lampel, LEED AP O+M's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience 1988 - 1994
Job Operations, Marketing & Documentation Outsource Specialist
Industry Renewables & Environment
Experience
Greenformation January 2008 - Present
LA Better Buildings Challenge August 2013 - July 2014
THE ORGAINZATIONAL WIZARD February 1999 - June 2007
MONEY CONCEPTS 1994 - 1999
MUTUAL OF AMERICA LIFE INSURANCE COMPANY 1988 - 1994
AMERICAN GROUP FINANCIAL CORPORATION 1981 - 1988
Skills
Research, Proposal Writing, Writing, Green, Public Speaking, Sustainability, LEED, Management Consulting, Team Building, Program Management, Business Development, Training, Project Planning, Social Networking, Marketing
Education
College for Financial Planning 1987 — 1989
Certified Financial Planner
California State University-Northridge 1976 — 1981
Bachelor of Science, Business: Management
Fairfax hight school
Fairfax hight school
Greenformation January 2008 - Present
LA Better Buildings Challenge August 2013 - July 2014
THE ORGAINZATIONAL WIZARD February 1999 - June 2007
MONEY CONCEPTS 1994 - 1999
MUTUAL OF AMERICA LIFE INSURANCE COMPANY 1988 - 1994
AMERICAN GROUP FINANCIAL CORPORATION 1981 - 1988
Skills
Research, Proposal Writing, Writing, Green, Public Speaking, Sustainability, LEED, Management Consulting, Team Building, Program Management, Business Development, Training, Project Planning, Social Networking, Marketing
Education
College for Financial Planning 1987 — 1989
Certified Financial Planner
California State University-Northridge 1976 — 1981
Bachelor of Science, Business: Management
Fairfax hight school
Fairfax hight school
Elizabeth Harris's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience March 2004 - October 2010
Job Regional Vice President Retirement Services
Industry Financial Services
Experience
Voya Financial July 2015 - Present
ADP March 2012 - March 2015
Branch Bank and Trust November 2010 - March 2012
Mutual of America Life Insurance Company March 2004 - October 2010
National Planning Corporation (NPC) December 2002 - March 2004
Skills
Cold Calling, Mentoring Of Peers, Organizing, Developing Client..., Account Management, Employee Benefits, New Business Development, Sales Management, 401k, Series 63, Series 6, Salesforce.com, Retirement, Retirement Planning, Sales Presentations, Lead Generation, Defined Benefit, Pensions, Marketing, Sales, Business Planning, Sales Process, Investments, ERISA, Mutual Funds, Customer Service, Insurance, Financial Services, Fixed Annuities, Asset Allocation, Relationship Management, IRAs, FINRA, Relationship Building, Investment Advisory, Portfolio Management, Financial Planning, Financial Analysis, Asset Management, Leadership, Sales Operations, CRM, Team Building
Education
Clarion University of Pennsylvania 1997 — 2002
Bachelors of Arts and Sciences, Communications
Voya Financial July 2015 - Present
ADP March 2012 - March 2015
Branch Bank and Trust November 2010 - March 2012
Mutual of America Life Insurance Company March 2004 - October 2010
National Planning Corporation (NPC) December 2002 - March 2004
Skills
Cold Calling, Mentoring Of Peers, Organizing, Developing Client..., Account Management, Employee Benefits, New Business Development, Sales Management, 401k, Series 63, Series 6, Salesforce.com, Retirement, Retirement Planning, Sales Presentations, Lead Generation, Defined Benefit, Pensions, Marketing, Sales, Business Planning, Sales Process, Investments, ERISA, Mutual Funds, Customer Service, Insurance, Financial Services, Fixed Annuities, Asset Allocation, Relationship Management, IRAs, FINRA, Relationship Building, Investment Advisory, Portfolio Management, Financial Planning, Financial Analysis, Asset Management, Leadership, Sales Operations, CRM, Team Building
Education
Clarion University of Pennsylvania 1997 — 2002
Bachelors of Arts and Sciences, Communications
Sara Martin Sara Martin's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience 1995 - 2006
Job Benefits Analysis | Health & Pension | Regulatory Analysis | Training & Development
Industry Insurance
Experience
Benefits Leaders / Healthcare Pensions Specialists in NYC 2013 - Present
Opportunities for a Better Tomorrow October 2013 - May 2014
Savasta and Company, Inc. 2006 - 2012
Mutual of America Life Insurance Company 1995 - 2006
Saint Joseph’s Children’s Services 1994 - 1995
Prior Employment 1994 - 1994
Skills
Compensation & Benefits..., Benefits Management, Consulting, Healthcare Consulting, Pension Administration, Analysis, Retirement Planning, Employee Benefits, Training, Retirement, Healthcare, Regulatory Analysis, Qualified Retirement..., Legal Compliance, ERISA, Technical Research, Presentations, HIPAA, Teamwork, Service Delivery, Benefit Communications, Employee Communications, Pensions, 401k, Benefits Administration, Defined Benefit, Leadership, Access, Health Insurance, Internal Communications, Benefits Strategy, Training & Development, Performance Improvement, Workforce Empowerment, Benefits Education
Education
New York Law School
JD Juris Doctor
Fordham University
BA, English
Benefits Leaders / Healthcare Pensions Specialists in NYC 2013 - Present
Opportunities for a Better Tomorrow October 2013 - May 2014
Savasta and Company, Inc. 2006 - 2012
Mutual of America Life Insurance Company 1995 - 2006
Saint Joseph’s Children’s Services 1994 - 1995
Prior Employment 1994 - 1994
Skills
Compensation & Benefits..., Benefits Management, Consulting, Healthcare Consulting, Pension Administration, Analysis, Retirement Planning, Employee Benefits, Training, Retirement, Healthcare, Regulatory Analysis, Qualified Retirement..., Legal Compliance, ERISA, Technical Research, Presentations, HIPAA, Teamwork, Service Delivery, Benefit Communications, Employee Communications, Pensions, 401k, Benefits Administration, Defined Benefit, Leadership, Access, Health Insurance, Internal Communications, Benefits Strategy, Training & Development, Performance Improvement, Workforce Empowerment, Benefits Education
Education
New York Law School
JD Juris Doctor
Fordham University
BA, English
William Krupskas William Krupskas's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience 1992 - Present
Job Vice President Corporate Finance at Mutual of America Life Insurance Company
Industry Insurance
Experience
Mutual of America Life Insurance Company 1992 - Present
Skills
Banking, New Business Development, Insurance, Financial Planning, Sales
Education
Adelphi University 1987 — 1989
MBA, Finance
LIU Post 1970 — 1973
BS, Accounting
Mutual of America Life Insurance Company 1992 - Present
Skills
Banking, New Business Development, Insurance, Financial Planning, Sales
Education
Adelphi University 1987 — 1989
MBA, Finance
LIU Post 1970 — 1973
BS, Accounting
Winky Deveze Winky Deveze's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience June 1999 - December 2004
Job Sales Trainee at PEAK Technical Staffing USA
Industry Staffing and Recruiting
Experience
PEAK Technical Staffing USA August 2015 - Present
PEAK Technical Staffing USA August 2015 - Present
Smarter Exercise January 2005 - August 2015
Trust Administration Services Corp January 2005 - May 2005
Mutual of America Life Insurance Company June 1999 - December 2004
Scudder Investments July 1995 - May 1999
Fairchild Aerospace September 1986 - July 1994
Skills
Customer Service, Microsoft Office, Customer Relations, Administration, Scheduling, Analysis, Health, Research, Account Reconciliation, Accounting, Processing, Business Development, Management, Mentoring Of Staff, Mentoring New Hires, Financial Reporting, Financial Planning, Writing, PowerPoint, Outlook, Excel, Word, English & Spanish..., System Administration, Process Scheduler, Strategic Financial..., Microsoft Excel, Microsoft Word, Project Planning, Employee Benefits, Employee Relations, Coaching, Team Building, CRM, Leadership, Training, Start-ups, Nonprofits, Business Planning, Sales
Education
California State University-Dominguez Hills 1979 — 1982
Biology, General, earned 194 units
El Camino College 1986 — 1990
Associate of Science (A.S.), Finance/Real Estate Finance
PEAK Technical Staffing USA August 2015 - Present
PEAK Technical Staffing USA August 2015 - Present
Smarter Exercise January 2005 - August 2015
Trust Administration Services Corp January 2005 - May 2005
Mutual of America Life Insurance Company June 1999 - December 2004
Scudder Investments July 1995 - May 1999
Fairchild Aerospace September 1986 - July 1994
Skills
Customer Service, Microsoft Office, Customer Relations, Administration, Scheduling, Analysis, Health, Research, Account Reconciliation, Accounting, Processing, Business Development, Management, Mentoring Of Staff, Mentoring New Hires, Financial Reporting, Financial Planning, Writing, PowerPoint, Outlook, Excel, Word, English & Spanish..., System Administration, Process Scheduler, Strategic Financial..., Microsoft Excel, Microsoft Word, Project Planning, Employee Benefits, Employee Relations, Coaching, Team Building, CRM, Leadership, Training, Start-ups, Nonprofits, Business Planning, Sales
Education
California State University-Dominguez Hills 1979 — 1982
Biology, General, earned 194 units
El Camino College 1986 — 1990
Associate of Science (A.S.), Finance/Real Estate Finance
Jessica Gogolski's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience July 2003 - April 2008
Job Yoga Instructor at Rochester Athletic Club for Women
Industry Financial Services
Experience
Rochester Athletic Club for Women July 2013 - Present
Oriental Rug Mart January 2008 - August 2014
MUTUAL OF AMERICA LIFE INSURANCE COMPANY July 2003 - April 2008
Peace Corps 2003 - 2003
Rochester City School District 2001 - 2002
BANK OF AMERICA MORTGAGE COMPANY 1999 - 2000
Skills
Customer Service, Social Media, Management, Sales Management, Public Speaking, Microsoft Office, Advertising, Retirement Planning, PowerPoint, Marketing Strategy, Retirement Benefits, Financial Services, Rollovers, Relationship Management, IRAs, Supervisory Skills, Qualified Retirement..., Fixed Annuities, Account Management, Series 6, 401k Rollovers, 403 b, Financial Statements, Defined Benefit, Mutual Funds, Excel, Inventory Management, Word, Scheduling, Problem Solving, Outlook, Employee Relations, Negotiation, Small Business, Writing, Graphic Design, Investments, Windows, Roth IRA, SEP IRA, Traditional IRA, Personal Finance, FPA, Yoga, Fitness Instruction, Insurance
Education
Canisius College 1996 — 2000
Bachelor of Arts, International Relations and Political Science; International Relations; Political Science
State University of New York College at Brockport
Coursework Toward Master's Degree, Secondary Education and History
Rochester Athletic Club for Women July 2013 - Present
Oriental Rug Mart January 2008 - August 2014
MUTUAL OF AMERICA LIFE INSURANCE COMPANY July 2003 - April 2008
Peace Corps 2003 - 2003
Rochester City School District 2001 - 2002
BANK OF AMERICA MORTGAGE COMPANY 1999 - 2000
Skills
Customer Service, Social Media, Management, Sales Management, Public Speaking, Microsoft Office, Advertising, Retirement Planning, PowerPoint, Marketing Strategy, Retirement Benefits, Financial Services, Rollovers, Relationship Management, IRAs, Supervisory Skills, Qualified Retirement..., Fixed Annuities, Account Management, Series 6, 401k Rollovers, 403 b, Financial Statements, Defined Benefit, Mutual Funds, Excel, Inventory Management, Word, Scheduling, Problem Solving, Outlook, Employee Relations, Negotiation, Small Business, Writing, Graphic Design, Investments, Windows, Roth IRA, SEP IRA, Traditional IRA, Personal Finance, FPA, Yoga, Fitness Instruction, Insurance
Education
Canisius College 1996 — 2000
Bachelor of Arts, International Relations and Political Science; International Relations; Political Science
State University of New York College at Brockport
Coursework Toward Master's Degree, Secondary Education and History
Susan Genicevitch's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience 1986 - 2006
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays February 2012 - Present
Barclays Capital 2008 - February 2012
Lehman Brothers November 2006 - September 2008
Mutual of America January 1986 - November 2006
Mutual of America 1986 - 2006
MUTUAL OF AMERICA LIFE INSURANCE COMPANY 1986 - 2006
Skills
Marketing Event Planning, Budget Process, Banquet Operations, Investment Banking, Not for Profit, Event Management, Event Planning, Fixed Income, Mutual Funds, Management, Marketing, Strategy, Project Planning, Contract Negotiation, Time Management, Budgets, Negotiation, Team Leadership, Talent Management, Leadership
Education
College of New Rochelle 1995 — 2000
BA, Communications, Graduated Summa Cum Laude
Barclays February 2012 - Present
Barclays Capital 2008 - February 2012
Lehman Brothers November 2006 - September 2008
Mutual of America January 1986 - November 2006
Mutual of America 1986 - 2006
MUTUAL OF AMERICA LIFE INSURANCE COMPANY 1986 - 2006
Skills
Marketing Event Planning, Budget Process, Banquet Operations, Investment Banking, Not for Profit, Event Management, Event Planning, Fixed Income, Mutual Funds, Management, Marketing, Strategy, Project Planning, Contract Negotiation, Time Management, Budgets, Negotiation, Team Leadership, Talent Management, Leadership
Education
College of New Rochelle 1995 — 2000
BA, Communications, Graduated Summa Cum Laude
Daniel Elmlinger's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience January 1984 - January 2000
Job Consultant, Institutional Relationships at TIAACREF
Industry Financial Services
Experience
TIAA CREF January 2007 - Present
MUTUAL OF AMERICA LIFE INSURANCE COMPANY January 1984 - January 2000
Mutual of America Life Insurance Company 1984 - 2000
Education
Miami University 1978 — 1982
BA, Political Science
TIAA CREF January 2007 - Present
MUTUAL OF AMERICA LIFE INSURANCE COMPANY January 1984 - January 2000
Mutual of America Life Insurance Company 1984 - 2000
Education
Miami University 1978 — 1982
BA, Political Science
Andrew Hirschfeld's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience September 1990 - Present
Job Vice President and Actuary at Mutual of America Life Insurance Company
Industry Insurance
Experience
Mutual of America Life Insurance Company September 1990 - Present
Education
Penn State University
BS Mathematics
Mutual of America Life Insurance Company September 1990 - Present
Education
Penn State University
BS Mathematics
Ralph Joest's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience January 2009 - Present
Job Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America Life Insurance Company January 2009 - Present
Mutual of America Life Insurance Company July 1998 - December 2008
Prudential Insurance November 1994 - July 1998
Skills
Annuity, Series 63, Series 6, Retirement Plan..., Mutual Funds
Education
Purdue University 1980 — 1984
Indiana University-Purdue University at Indianapolis
BGS, Liberal Arts
Mutual of America Life Insurance Company January 2009 - Present
Mutual of America Life Insurance Company July 1998 - December 2008
Prudential Insurance November 1994 - July 1998
Skills
Annuity, Series 63, Series 6, Retirement Plan..., Mutual Funds
Education
Purdue University 1980 — 1984
Indiana University-Purdue University at Indianapolis
BGS, Liberal Arts
Harold Gannon's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience 1988 - Present
Job Senior Vice President Corporate Tax
Industry Insurance
Experience
Mutual of America Life Insurance Company 1988 - Present
Education
Hofstra University
Master of Business Administration (M.B.A.), Taxation
Touro College Jacob D. Fuchsberg Law Center
Doctor of Law (JD)
University of San Francisco
Bachelor’s Degree, Business Administration and Management, General
Mutual of America Life Insurance Company 1988 - Present
Education
Hofstra University
Master of Business Administration (M.B.A.), Taxation
Touro College Jacob D. Fuchsberg Law Center
Doctor of Law (JD)
University of San Francisco
Bachelor’s Degree, Business Administration and Management, General
Alison Setterberg's MUTUAL OF AMERICA LIFE INSURANCE COMPANY Experience June 2000 - August 2002
Job VP Portfolio Analytics Metropolitan Real Estate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group May 2014 - August 2015
Venturi & Company April 2013 - February 2014
Credit Suisse July 2008 - March 2013
Merrill Lynch January 2007 - July 2008
Smith Barney, Citigroup Inc February 2005 - April 2006
American Express Company October 2004 - February 2005
Sandler O’Neill & Partners June 2004 - September 2004
Oppenheimer Funds May 2003 - August 2003
Mutual of America Life Insurance Company June 2000 - August 2002
Education
Boston College
Bachelor of Science (BS), Economcis
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance & Investments
The Carlyle Group May 2014 - August 2015
Venturi & Company April 2013 - February 2014
Credit Suisse July 2008 - March 2013
Merrill Lynch January 2007 - July 2008
Smith Barney, Citigroup Inc February 2005 - April 2006
American Express Company October 2004 - February 2005
Sandler O’Neill & Partners June 2004 - September 2004
Oppenheimer Funds May 2003 - August 2003
Mutual of America Life Insurance Company June 2000 - August 2002
Education
Boston College
Bachelor of Science (BS), Economcis
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance & Investments