New York Life

Description

New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Headquarters: New York City, New York, United States Number of employees: 11,320 employees (2017); 12,000 agents CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,

New York Life List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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1,818 New York Life employees in database. Find out everything there's to know about New York Life 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.

New York Life Employees

Employee
Years
Job
Industry
Michael Zammiello Michael Zammiello Albany, New York Area Details
Michael Zammiello's New York Life Experience February 2008 - November 2009
Job FIS Marketing, Managing Partner
Industry Financial Services
Experience
FIS Marketing   November 2009 - Present
Empire Stables LLC   August 2012 - Present
New York Life   February 2008 - November 2009
Sun Life Financial  July 2005 - January 2008
SunLife Financial  January 2001 - June 2005
Ameriprise Financial Services, Inc.   May 1999 - September 2001

Skills
Fixed Annuities, Investments, Mutual Funds, Retirement, Leadership, Life Insurance, Sales, Financial Services, Strategy, Series 7, Series 63, Portfolio Management, Marketing, CRM, Management, New Business Development, Insurance, Financial Advisory, Wholesale, 401k, Wealth Management, Retirement Planning, Alternative Investments, Investment Advisory

Education
Alfred State College - SUNY College of Technology   1995 — 1997

Daniel Spivak Daniel Spivak Greater Los Angeles Area Details
Daniel Spivak's New York Life Experience August 2011 - April 2012
Job Subrogation Paralegal at Ring & Green Law
Industry Law Practice
Experience
Ring & Green Law   February 2015 - Present
Heartland Automotive Services, Inc.   February 2014 - January 2015
Great Chicago Food and Beverage Co.   September 2012 - September 2013
New York Life   August 2011 - April 2012
Walgreens  December 2008 - December 2011
Walgreens  September 2006 - July 2007
Walmart  September 2004 - April 2006

Education
UCLA Extension   2014 — 2014
Certificate, Paralegal studies, 3.7 GPA

Hebrew Theological College   2009 — 2011
Bachelor of Arts, Jewish/Judaic Studies

yeshivat ohr somayach   2007 — 2008

yeshivat ohr somayach
Talmudic Studies

Janice Butler Janice Butler Austin, Texas Area Details
Janice Butler's New York Life Experience June 2008 - May 2012
Job Wellness Advocate and Educator at doTERRA Essential Oil
Industry Health, Wellness and Fitness
Experience
doTERRA Essential Oil  2015 - Present
Bastrop County Long Term Recovery Team and Travis Austin Recovery Group   October 2012 - Present
Primerica  November 2013 - 2014
New York Life   June 2008 - May 2012
The Bastrop Advertiser   November 1989 - September 2007

Skills
Fixed Annuities, Retirement Planning, Long Term Care Insurance, IRAs, Life Insurance, Long-term Care, Retirement, College Savings Plans, Disability Insurance, Whole Life, Wealth Accumulation, Series 6, Term Life Insurance, Mutual Funds, Buy-sell Agreements, Roth IRA, Variable Annuities, Series 63, Guaranteed Lifetime..., 401k Rollovers

Education
University of North Texas   1981 — 1985

Ashford University
Business-Entepreneurship

Dianne Eramo Dianne Eramo Baltimore, Maryland Area Details
Dianne Eramo's New York Life Experience November 2011 - June 2012
Job Staff Accountant at Kelly & Associates Insurance Group
Industry Accounting
Experience
Kelly & Associates Insurance Group  April 2014 - Present
Cassidy Turley via Randstad   November 2012 - April 2014
Lip Sync Music, Inc.   July 2012 - August 2013
New York Life   November 2011 - June 2012
Morgan Stanley  March 2007 - September 2009

Skills
Data Analysis, Process Improvement, Microsoft Excel, Time Management, Accounting, Training, QuickBooks Online, Office Management, Process Optimization, Operations, Organization, Nexus Payables, Yardi Voyager, Microsoft Word, Economics, Power Point, Access, Outlook, Accounts Payable, Accounts Receivable, Procedures Documentation, Invoicing, Sales, MS Excel Pivot Tables, MS Excel Vlookups

Education
Vassar College   2002 — 2006
BA, Economics, GPA 3.54

Baltimore City Community College   2013 — 2014
Accounting

London School of Economics and Political Science   2004 — 2005
Economics

Università degli Studi di Siena / University of Siena   2003 — 2003
Italian Language and Culture

Betamore Academy   2015 — 2015
Front End Wed Development

Nate Sanders Nate Sanders Scottsdale, Arizona Details
Nate Sanders's New York Life Experience July 2007 - November 2013
Job Nate Sanders Infinity Group
Industry Financial Services
Experience
Infinity Group  January 2014 - Present
Insurance and Financial Services  July 1999 - Present
New York Life   July 2007 - November 2013
Scottsdale Preparatory Academy  June 2011 - January 2013

Skills
Insurance, Life Insurance, Fixed Annuities, Retirement, Leadership, Employee Benefits, Management, Long-term Care, 401k, Small Business, Mutual Funds, Disability Insurance, Team Building, Financial Services, Public Speaking, Training, Securities, Series 63, Finance, Series 6, Investments, Sales Management, Term Life Insurance, Coaching, Personal Finance, Asset Allocation, Recruiting, Long Term Care Insurance, Wealth, Buy-sell Agreements, 401k Rollovers, Variable Annuities, Health Insurance, Mentoring, Portfolio Management, Whole Life, Wealth Accumulation, Investment Strategies, Annuities, Football Coach

Education
Arizona State University   2002 — 2002
BIS, Small Business Management/Entrepreneurship/Communications

Northern Arizona University
Football

Mark Akerson Mark Akerson Greater Boston Area Details
Mark Akerson's New York Life Experience May 2014 - February 2015
Job Compensation Management and Analysis
Industry Financial Services
Experience
New York Life Insurance Company  March 2015 - Present
New York Life   May 2014 - February 2015
Fidelity Investments  January 2009 - 2013
Fidelity Investments  2004 - 2008
Fidelity Investments  2000 - 2004
Fidelity Investments  March 1998 - February 2000
Paul Revere/Providence Life and Accident   1998 - 1998
Paul Revere Insurance  1994 - 1997

Skills
Compensation Structures, Sales Compensation, Performance Management, Deferred Compensation, Sales Operations, Strategic Planning, Financial Analysis, Talent Management, Operations Management, Executive Pay, Strategy, Leadership, 401k, Financial Services, Management, Program Management, Relationship Management, Vendor Management, Analysis, Consulting, Investments

Education
Babson College
Bachelor of Science, Finance

St John;s High School Shrewsbury MA

Jennifer McCauley Jennifer McCauley Greater New York City Area Details
Jennifer McCauley's New York Life Experience September 2010 - September 2011
Job Corporate Vice President, Marketing
Industry Financial Services
Experience
New York Life Insurance Company  January 2013 - Present
New York Life Insurance Company  September 2011 - January 2013
New York Life   September 2010 - September 2011
New York Life Insurance Company  March 2008 - September 2010

Skills
Sales Presentations, Training & Development, Marketing Communications, Sales Management, Distribution, Product Development, Financial Planning, Insurance, Customer Relations, Annuities, Product Marketing, Sales Support, Competitive Intelligence, Fixed Annuities, Marketing Strategy, Product Management, Sales, Training, Management, Retirement, Retirement Planning, Sales Operations, Strategic Financial...

Education
Baruch College, City University of New York (CUNY)   2005 — 2007
MBA, Management and Marketing

Manhattan College   1999 — 2002
BS, Finance

Fontbonne   1995 — 1999

Ben Kerby Ben Kerby Phoenix, Arizona Area Details
Ben Kerby's New York Life Experience June 2007 - July 2008
Job Senior Executive Search Consultant – Sales & Marketing
Industry Staffing and Recruiting
Experience
Lucas Group  September 2014 - Present
Pre-Discharge Debtor Education   June 2014 - September 2014
Randstad  July 2012 - May 2014
Randstad  October 2011 - June 2012
Randstad  January 2011 - October 2011
Randstad  July 2009 - December 2010
Rise Above Debt Relief   August 2008 - July 2009
New York Life   June 2007 - July 2008
Kerby's Furniture   August 2004 - July 2007

Skills
Full-cycle Recruiting, Direct Sales, Key Account Management, Account Management, Purchasing, Sales Management, Process Improvement, Finance, Supply Chain Management, Sales, Customer Service, Team Building, Performance Management, Operations Management, Employee Relations, Strategy, Management, Forecasting, Budgets, Recruiting, Contract Negotiation, Business Planning, Staffing Services, Human Resources, Leadership, Interviews, Temporary Placement, Executive Search, Hiring, Talent Acquisition, Consulting, Sourcing, Strategic Planning, Cold Calling

Education
Grand Canyon University   2014 — 2016
MBA Finance, 4.0

Arizona State University   1999 — 2001
Business, Supply Chain Management

Mesa Mountain View High School   1992 — 1994

Shawn Lu Shawn Lu Austin, Texas Details
Shawn Lu's New York Life Experience December 2013 - February 2015
Job Data Analyst
Industry Financial Services
Experience
Express Employment Professionals  April 2015 - Present
NYLIFE Securities LLC  February 2014 - February 2015
New York Life   December 2013 - February 2015
University of Mississippi Medical Center  May 2012 - August 2013
University of Mississippi  January 2013 - June 2013
Hollister Co.  September 2007 - December 2009

Skills
401(k) Rollovers, Annuity Sales, Life Insurance, Permanent Life Insurance, Personal Finance, Retirement Planning, Wealth Preservation..., Business Networking, Education Funding..., Investments, Protection..., Networking, Microsoft Office, Public Speaking

Education
University of Mississippi   2009 — 2013
Bachelor of Science (BS), Biology/Biological Sciences, General

Umeå University   2012 — 2012
International Economics History

Beijing Language and Culture University   2010 — 2010
Mandarin L1

Jay Gintel Jay Gintel Hollywood, Florida Details
Jay Gintel's New York Life Experience 2003 - 2004
Job President, Gintel Financial Group, Inc.
Industry Insurance
Experience
The Gintel Financial Group, Inc.   January 2009 - Present
Guardian Life Insurance / Park Avenue Securities   2004 - 2008
Northwestern Mutual  2003 - 2004
New York Life   2003 - 2004
Oppenheimer & Company  January 1983 - January 1984

Skills
Fixed Annuities, Disability Insurance, Long-term Care, Health Insurance, Group Insurance, Estate Planning, Whole Life, Term Life Insurance, Insurance, Retirement, Strategic Financial..., Retirement Planning, Critical Illness, Universal Life, Buy-sell Agreements, Accident, Health Savings Accounts, Medicare, 401k, IRAs, Life Insurance, Small Business

Education
Boston University   1974 — 1977
Bachelor of Business Administration (B.B.A.), Business Administration

Alfred University   1973 — 1974
Liberal Arts

Catherine Kuo Catherine Kuo Las Vegas, Nevada Area Details
Catherine Kuo's New York Life Experience June 2008 - August 2008
Job Licensed BrokerSalesperson
Industry Real Estate
Experience
Real Realty Group   January 2015 - Present
CBRE  July 2014 - December 2014
CBRE  November 2012 - June 2014
CBRE  September 2011 - October 2012
LuxForLessNYC.com   October 2009 - September 2011
Godspeed Real Estate Management   May 2006 - August 2011
New York Life   June 2008 - August 2008
Primerica Financial Services  June 2007 - March 2008
New York Life   June 2004 - August 2005

Skills
Real Estate, Brokerage, Lease Negotiations, Office Tenant..., Leases, Real Estate Transactions, Marketing, Investment Properties, Commercial Real Estate, Due Diligence, Property Management, Corporate Real Estate, Tenant Representation, Location Intelligence, Tenant, Real Estate Economics

Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Real Estate, Communications

City University of New York-Baruch College
Bachelor of Business Administration (BBA), Real Estate Development

Anna Yegorova Anna Yegorova Greater New York City Area Details
Anna Yegorova's New York Life Experience October 2013 - May 2014
Job Marketing Representative at LeveragePoint Innovations Inc.
Industry Marketing and Advertising
Experience
LeveragePoint Innovations Inc.  September 2015 - Present
TransPerfect  June 2015 - Present
Le Bon Choix Cafe   May 2014 - January 2015
Serengetee LLC  June 2014 - August 2014
The Thomas Collective  May 2014 - August 2014
New York Life   October 2013 - May 2014

Skills
Social Networking, PowerPoint, Customer Service, Microsoft Excel, Organizational..., Time Management, Social Media, Marketing, Public Relations, Childcare, HootSuite, Public Speaking, Social Media Marketing, Multilingual, Organization, Cision, High Rise, Event Planning

Education
Bentley University   2012 — 2016
Major in Marketing, Minor in English, LSM in Global Perspectives

American College of Thessaloniki   2015 — 2015
Study Abroad Participant

Fair Lawn High School   2008 — 2012

Steve H. Nelson Steve H. Nelson Phoenix, Arizona Area Details
Steve H. Nelson's New York Life Experience February 1988 - October 1990
Job Financial Advisor at FSC Securities Corp.
Industry Financial Services
Experience
AēGIS Financial Group, Inc.   September 1994 - Present
FSC Securities Corporation  February 1988 - Present
New York life   February 1988 - October 1990

Skills
Retirement Income...

Education
Arizona State University   1984 — 1987
B.S. in Finance, Finance, Investments

Jan H Wolfe Jan H Wolfe El Paso, Texas Area Details
Jan H Wolfe's New York Life Experience February 1978 - December 2006
Job Owner, Director at Framed Wolfe Productions
Industry Performing Arts
Experience
Framed Wolfe Productions   February 2008 - Present
Framed Wolfe Productions   January 2008 - Present
El Paso Community College  September 2006 - January 2011
Southwest Senior Magazine   January 2010 - December 2010
El Paso PLayhouse   February 1980 - June 2010
Framed Wolfe Productions   February 2008 - May 2009
El Paso Magazine   June 2003 - 2007
New York Life   February 1978 - December 2006
Studio Theatre Workshop   1973 - 1985

Skills
Playwright, Director, Instructor, Writing, Theatre, Acting, Drama, Plays, Editing, Community Outreach, Event Planning, Improvisation, Voice Acting, Video, Press Releases, Voice Over, Creative Writing, Storytelling, Playwriting, Entertainment, Singing, Fundraising, Television, Public Speaking, Stage, Film, Teaching, Screenwriting, Facebook, Social Networking, Scripting, Directing, Comedy, Grant Writing, Copy Editing, Non-profit Boards, Journalism, Radio, Copywriting, Literature, Final Cut Pro, Performing Arts

Education
University of California, Los Angeles   1961 — 1965
B.A., Theatre Arts

Bakersfield College   1961 — 1962
n/a, Theatre Arts

Hamilton High School   1957 — 1960

James Dealy, MBA James Dealy, MBA Greater Boston Area Details
James Dealy, MBA's New York Life Experience 2009 - 2009
Job Experienced Leader in Process Improvement, Project Management and Higher Education
Industry Marketing and Advertising
Experience
Nichols College  2015 - Present
Becker College  2015 - Present
Dane Street  2014 - 2015
Unum  June 2012 - December 2014
Unum Insurance  June 2009 - June 2012
New York Life   2009 - 2009
Bainbridge International   2008 - 2008
Bryant University  2008 - 2008
Avis and Northridge   2005 - 2007

Skills
Project Management, Competitive Analysis, Process Improvement, Analysis, Business Analysis, Public Speaking, Healthcare, Insurance, Presentations, Disability Insurance, Claims Management, Sales, Event Planning, Claims Resolution, Benefits Administration, Employee Benefits, Customer Service, Research, Leadership, Writing, Social Media Marketing, Marketing

Education
Bryant University   2007 — 2008
Master of Business Administration (M.B.A.), Management

Assumption College   2003 — 2007
Bachelor’s Degree, Major: Political Science Dual Minor: Law and Economics; Sociology, Magna Cum Laude

Shahjahan Khan Shahjahan Khan Cambridge, Massachusetts Details
Shahjahan Khan's New York Life Experience January 2013 - June 2013
Job Account Executive at Sidekick by Hubspot
Industry Marketing and Advertising
Experience
Sidekick by Hubspot   July 2015 - Present
Oracle  June 2014 - July 2015
The Lewis Institute   October 2013 - January 2014
Lanyon  June 2013 - August 2013
New York Life   January 2013 - June 2013
Hookaholix   April 2011 - January 2012

Skills
Creative Writing, Speech Writing, Report Writing, Marketing Communications, Marketing Strategy, Digital Marketing, Digital Media, Blogging, Blogger, Social Media Blogging, Public Speaking, Motivational Speaking, Dynamic Speaker, Engaging Public Speaker, Communication, Corporate Communications, Communication Skills, Strategic Communications, Cultural Diversity, Cultural Awareness, Cultural Resource..., Acting, Sales Management, Operations Management, Sales, Sales Operations, Sales Process, Sales Presentations, International Sales, Information Technology, Technology, Recruiting, Advertising, Advertising Research, Online Advertising, Advertising Management, Commercials, Digital Video, Musical Theatre, Music, Public Relations, Public Administration, Media Relations, Relationship Marketing, Employee Relations, International Relations, Product Marketing, Product Management, Product Launch, Microsoft Office

Education
Babson College   2010 — 2014
Bachelor of Science, Global Business Management

Doug Sawicki Doug Sawicki Greater New York City Area Details
Doug Sawicki's New York Life Experience September 1980 - Present
Job Corporate Vice President at New York Life Insurance
Industry Insurance
Experience
New York Life   September 1980 - Present
New York Life   1980 - 2008

Skills
IRAs, Financial Analysis, Fixed Annuities, Insurance, Strategic Financial..., Retirement, Life Insurance, Strategic Planning, Business Analysis, Retirement Planning, Mutual Funds, Financial Services, Disability Insurance, Securities, Investments, Risk Management, Long-term Care, Estate Planning, Term Life Insurance, 401k, Financial Planners, Long Term Care Insurance, Series 6, Financial Planning

Education
Baruch College, City University of New York (CUNY)   1985 — 1988
MBA, Management

Saint John's University   1975 — 1979
BS, Biology

Alan Moss Alan Moss Nashville, Tennessee Details
Alan Moss's New York Life Experience March 2007 - July 2007
Job Mortgage Service Representative at SunTrust Mortgage
Industry Banking
Experience
SunTrust Mortgage  October 2013 - Present
Dell Inc  July 2007 - September 2012
New York Life   March 2007 - July 2007
Aflac  January 2006 - March 2007
Southeastern Jewelry and Moss Collectibles   August 1982 - January 2006

Skills
Computers, Customer Service, Sales, Team Building, Customer Experience, Sales Process, Call Center, Solution Selling, Customer Satisfaction, Insurance, Sales Presentations, Team Leadership, Call Centers, Networking, Cold Calling, Selling, Account Management, Direct Sales, Salesforce.com

Education
The Southern Baptist Theological Seminary   1983 — 1986
Master of Divinity (MDiv), Theology/Theological Studies

Belmont University   1979 — 1983
Bachelor of Arts (BA), Philosophy and Religious Studies

Franklin Road Academy   1976 — 1979

Ken Currey MBA, MS Ken Currey MBA, MS Greater New York City Area Details
Ken Currey MBA, MS's New York Life Experience September 2003 - July 2005
Job President/Owner at Currey Capital Holdings, LLC
Industry Management Consulting
Experience
Currey Capital Holdings, LLC   July 2005 - Present
Municipal Credit Union  August 2008 - April 2012
HSBC  October 2006 - July 2008
New York Life   September 2003 - July 2005
New York Life Insurance Company  February 1999 - September 2003

Skills
Management, Strategic Planning, Business Development, Entrepreneurship, Strategy, Program Management, Sales, Training, Negotiation, Leadership, Marketing, Customer Service, Marketing Strategy, Banking, Recruiting, Credit, Performance Management, Selling, Project Management, New Business Development, Nonprofits, Budgets, Project Planning, Small Business, Public Speaking, Direct Marketing, Leadership Development, Coaching, Finance, Networking, Brand Awareness, Social Media Marketing, Team Building, Risk Management, Event Planning, Public Relations, Operations Management, Brand Management, Corporate Social..., Business Planning, Social Networking, Financial Services, Management Consulting, Relationship Management, Marketing Communications, Event Management, Business Strategy, Start-Ups, SEO, ECommerce

Education
Colorado Technical University   2005 — 2007
MS, Project Management

American InterContinental University   2003 — 2004
MBA, Global Financial Management

Elizabeth City State University   1987 — 1992
BS, Business Administration

Alyscia Cicione Alyscia Cicione Dallas/Fort Worth Area Details
Alyscia Cicione's New York Life Experience April 2007 - August 2007
Job Medical Assistant
Industry Restaurants
Experience
Romano's Macaroni Grill  August 2013 - Present
Dr. Ronald Dotson, MD   September 2014 - October 2014
Impact Flooring   August 2007 - October 2007
New York Life   April 2007 - August 2007
Wheatland Dental Group   April 2005 - August 2005

Skills
Medical Assisting, Phlebotomy, Obstetrics, Gynecology, Customer Service, Microsoft Office, Call Center, Fax, Team Leadership, Collections, Filing, Suggestive Selling

Education
Everest College-Arlington   2013 — 2014
Medical/Clinical Assistant, 3.89 GPA

Duncanville High School   1997 — 2001

Cody Malone Cody Malone Wichita, Kansas Area Details
Cody Malone's New York Life Experience November 2010 - January 2011
Job Agent at Seacret
Industry Consumer Services
Experience
Seacret  December 2013 - Present
Kohl's Department Stores  November 2001 - Present
TruGreen  April 2012 - April 2013
Kohl’s  November 2011 - May 2012
New York Life   November 2010 - January 2011
TruGreen Wichita, KS   March 2010 - October 2010
Banana Republic  October 2009 - January 2010
T-mobile USA  October 2007 - November 2008
Pizza Hut  February 2005 - August 2007

Skills
Customer Service, Merchandising, Sales, Customer Satisfaction

Education
ITT Technical Institute-Wichita   2010 — 2013

ITT Technical Institute
Associates of Applied Science, Computer and Electronic Engineering Technology

Wichita State University

Michelle McNitt Michelle McNitt Kansas City, Missouri Area Details
Michelle McNitt's New York Life Experience April 2009 - June 2013
Job Waddell & Reed Investment Management Company
Industry Financial Services
Experience
Waddell & Reed  June 2013 - Present
New York Life   April 2009 - June 2013
Merrill Lynch  April 2007 - April 2009
Waddell & Reed Financial Services  September 2006 - April 2007

Skills
Financial Analysis, Retirement, Insurance, Excel, Customer Relations, People-oriented, Access, Attention To Detail, Mutual Funds, Problem Solving, Team Leadership, Case Managment, Leadership, Multi Tasking, Life Insurance, Microsoft Excel, Customer Service, Analysis, Banking, Budgets, Finance, Financial Services, Microsoft Office, Project Management, Public Speaking, Time Management, Training

Education
Baker University   2010 — 2012
Master of Business Administration

Kansas State University
Bachelor of Science, Family Studies and Human Services; Personal Financial Planning

Spring Hill

Fred Sievert Fred Sievert Greater New York City Area Details
Fred Sievert's New York Life Experience 1992 - Present
Job Christian author and Retired President at New York Life Insurance Company
Industry Religious Institutions
Experience
New York Life Insurance Company  January 1992 - Present
New York Life   1992 - Present

Skills
Insurance, Annuities, Long Term Care, Term Life Insurance, Investments, Writing, Photography, Health Insurance, Universal Life, Fixed Annuities, Whole Life, Financial Services, Wealth Management, Estate Planning, Personal Finance, Nonprofits, Investment Advisory, Strategic Financial..., Retirement, IRAs, Mutual Funds, Asset Allocation, Long-term Care, Strategic Planning, Life Insurance, Series 63, Long Term Care Insurance, Investment Strategies, Wealth Accumulation, Retirement Planning, Non-profit..., Variable Annuities, Leadership, Asset Management, Professional Liability, Financial Planners, Property & Casualty..., Team Building, Roth IRA, Employee Benefits, Public Speaking, Wealth, 401k Rollovers, Small Business, Financial Advisory, 401k, Series 7, Commercial Insurance, Spiritual Leadership, Series 6

Education
Amherst College   1966 — 1970

Fabiola Scarbrough Fabiola Scarbrough Greater New York City Area Details
Fabiola Scarbrough's New York Life Experience November 2008 - August 2009
Job Owner at Fabipops
Industry Management Consulting
Experience
Fabipops   March 2012 - Present
Scarbrough Management Group, LLC   September 2009 - Present
New York Life   November 2008 - August 2009
TIAA-CREF  February 2007 - November 2008
Lord Abbett  December 2004 - January 2007
Bank of New York Mellon  2001 - 2004
JP Morgan Chase  August 1999 - June 2001

Skills
Strategic Financial..., Accounting, Account Reconciliation, Business Planning, Event Planning, Finance, Financial Analysis, Financial Services, Insurance, Management, Market Research, Marketing, Microsoft Excel, New Business Development, Small Business, Start-ups, Tax, Financial Planning

Education
Baruch College, City University of New York (CUNY)
Undergrate, Accounting/Finance

Mike Gavin CLU Lutcf Mike Gavin CLU Lutcf Alpharetta, Georgia Details
Mike Gavin CLU Lutcf's New York Life Experience January 2000 - January 2006
Job Zone Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  July 2013 - Present
New York Life Insurance  January 2006 - June 2013
New York Life   January 2000 - January 2006
New York Life   November 1990 - January 2000
Brulin & Company, Inc.   January 1988 - October 1990

Skills
Retirement Planning, Fixed Annuities, Leadership, Estate Planning, Sales, Retirement, Long-term Care

Education
Arizona State University   1986 — 1988
BS Marketing

Isis B. Palicio Isis B. Palicio Miami/Fort Lauderdale Area Details
Isis B. Palicio's New York Life Experience January 2002 - September 2005
Job Infinite Banking, Authorized Practitioner at Universal Wealth Managers LLC
Industry Financial Services
Experience
Universal Wealth Managers LLC   January 2015 - Present
Universal Wealth Managers LLC   September 2005 - Present
BNI Business Masters   October 2010 - March 2011
Coral Gables Chamber of Commerce  2006 - 2010
New York Life   January 2002 - September 2005
AXA Advisors  March 1999 - November 2001

Skills
Health Insurance, Life Insurance, Employee Benefits, Disability Insurance, Insurance, Long Term Care Insurance, Team Building, Finance, Business Planning, Leadership, Small Business, Financial Services, Marketing, Banking, Risk Management, Training, Sales, Fixed Annuities, Mortgage Lending, Long-term Care, Executive Management, Strategic Financial..., Investments, Financial Advisory, Asset Management, Business Development, Credit, Financial Analysis, Financial Planning, Mutual Funds, Portfolio Management, Retirement Planning, Wealth Management, Retirement, Strategic Planning, Marketing Strategy, Management, Customer Service, Social Networking

Education
Barry University   1986 — 1988
MBA, Busines and Finance

Miami Dade College   1970 — 1980
AA, Business Administration

Bill Ostroy Bill Ostroy Greater New York City Area Details
Bill Ostroy's New York Life Experience March 2009 - September 2015
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  September 2015 - Present
New York Life   March 2009 - September 2015
New York Life Insurance Company  April 2006 - March 2009
New York Life Insurance Company  June 2001 - April 2006

Skills
Financial Services, Retirement Planning, Insurance, Mutual Funds, Financial Analysis, Life Insurance, Employee Benefits, Strategic Financial..., Estate Planning, Financial Reporting, Human Resources, Retirement, Project Management, Portfolio Management, Fixed Annuities, Financial Planners, Management, Analysis, Disability Insurance, Leadership, Business Planning, Financial Modeling, Marketing, Financial Advisory, 401k, Microsoft Excel, Wealth Management, Series 63, Risk Management, Customer Service, Health Insurance, Recruiting, Investments, Vendor Management, Team Building, Pivot Tables, Finance, Lotus Notes, Accounting, Securities, Pensions, Business Analysis, Process Improvement, Strategy, Training, Strategic Planning, Microsoft Office

Education
Baruch College, City University of New York (CUNY)   1990 — 1993
Accounting

Daniel Weiniger Daniel Weiniger Greater New York City Area Details
Daniel Weiniger's New York Life Experience May 2001 - December 2001
Job Franchise Owner at Home Video Studio Westfield NJ
Industry Motion Pictures and Film
Experience
Home Video Studio - Westfield NJ   June 2010 - Present
Commodity Trader   January 2005 - January 2010
Moving Memories Video   January 2002 - January 2004
New York Life   May 2001 - December 2001
YELLOW BOOK USA (formerly Sprint Yellow Pages)   January 1997 - May 2001
NORTHWESTERN MUTUAL LIFE, MASS MUTUAL LIFE   January 1992 - January 1997
NIBBLE - LO's   January 1990 - January 1992
CHICAGO BOARD OF OPTIONS, AMERICAN STOCK EXCHANGES   January 1983 - January 1990

Skills
Video Editing, Video Production, Video Transfering, DVD authoring, Video, Editing, Production, Final Cut Pro, Film, Sports, Mac, Dvd, Social Media Marketing, Videography, Web Video, Photography, Graphic Design, Multimedia, Post Production, DVD Duplication, DVD Studio Pro, Photoshop, HD Video, Digital Video, Advertising, Creative Direction, Commercials, Media Production, Digital Media, After Effects, Camera Operating, Animation, Producing, Camera, New Media, Final Cut Studio, Motion Graphics, Digital Photography, Music, Television, Entertainment, Documentaries, Film Production, Non-linear Editing, Web Design, Sound, Adobe Creative Suite, Corporate Videos, Graphics, Marketing Strategy

Education
Fairleigh Dickinson University   2003 — 2004
Master Certificate

Arizona State University   1979 — 1983
B.S

Jayme Reynolds Jayme Reynolds Tampa/St. Petersburg, Florida Area Details
Jayme Reynolds's New York Life Experience March 2005 - March 2006
Job Sr. Consultant, Retail Strategy and Operations
Industry Management Consulting
Experience
Deloitte  August 2015 - Present
Accenture  August 2012 - July 2015
Accenture  June 2011 - August 2012
University of Iowa  August 2009 - May 2011
United Stationers  June 2010 - August 2010
Bank of America/Merrill Lynch  July 2009 - August 2009
Banc of America Investments  September 2008 - August 2009
E*TRADE Financial  September 2007 - July 2008
E*TRADE Financial  September 2007 - July 2008
New York Life   March 2005 - March 2006

Skills
Financial Analysis, Portfolio Management, Valuation, Analysis, Equities, Financial Modeling, Finance, Strategic Financial..., Leadership, Corporate Finance, Mutual Funds, Series 7, Bloomberg, Investments, Management Consulting, Financial Planning, Turnaround Consulting, Strategy, Supply Chain Management, SAP Implementation, VBA, Order Fulfillment, Management, Project Management, Consulting, Business Analysis, Analytics, Strategic Planning

Education
University of Iowa - Henry B. Tippie College of Business   2009 — 2011
MBA, Finance & Investments, Marketing

University of North Carolina at Charlotte - Belk College of Business   2008 — 2009
Masters Course Work, Mathematical Finance

Auburn University   1994 — 2007
Bachelor of Science (BS), Finance, General

Durbin Wells Durbin Wells Newport, Rhode Island Details
Durbin Wells's New York Life Experience June 1986 - November 1997
Job Marketing / Sales Support / Client Services Pro. Excellent interpersonal skills and attention to detail.
Industry Financial Services
Experience
LHH Alumni Job Search Work Team   January 2012 - June 2013
Enterprise Rent-A-Car  November 2009 - December 2011
Fidelity Investments  April 2004 - June 2008
Fidelity Investments  June 1998 - April 2004
New York Life   June 1986 - November 1997
The Black Pearl  1975 - 1986

Skills
Customer Service, Insurance, Customer Relations, Process Improvement, Consultative Selling, Direct Marketing, Sales Support, Inside Sales, Direct Sales, Client Service, Client Retention, Client Relationship..., Database Administration, Administration, Attention To Detail, Team Building, Team Management, Mentoring, Proofreading, Financial Services, Sales Operations, CRM, Customer Retention, Selling, Sales, System Administration, Management, Account Management, Sales Management, New Business Development, Marketing, Training, Strategic Planning, Sales Process, Leadership Development, Coaching, Negotiation, Client Services, Customer Satisfaction, Employee Benefits, Time Management

Education
Amherst College   1965 — 1969
BA, American Studies

Amber Ehrlich Amber Ehrlich Phoenix, Arizona Area Details
Amber Ehrlich's New York Life Experience February 2008 - October 2009
Job Connecting and Engaging Employees at Arizona Public Service (APS)
Industry Utilities
Experience
Coronado Neighborhood Association   May 2014 - Present
Arizona Public Service (APS)   September 2011 - Present
Genworth - Long Term Care Insurance  November 2010 - August 2011
Integrated Accounting Services   March 2010 - November 2010
New York Life   February 2008 - October 2009
Saturn of Arrowhead   March 2004 - January 2008

Skills
Public Speaking, Team Leadership, Public Relations, Internal Communications, Community Engagement, Neighborhood Development, Event Management, Event Planning, Social Media, Leadership, Web Design, Sales, Management, Process Improvement, Team Building, Copywriting, Account Management, Customer Service, Newsletters, Social Networking, Photography, Fundraising, Finance, Time Management, Strategic Financial..., Business Planning, Budgets, Non-profit Leadership, Non-profit..., Community Organizing, Membership Growth, Community Outreach, Communication Training, Communication, Community Service, Social Media Marketing, Recruiting, Brand Development

Education
Arizona State University   1999 — 2003
BA, Religious Studies

Jennifer McClure Jennifer McClure Greater Chicago Area Details
Jennifer McClure's New York Life Experience December 2008 - June 2009
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2014 - Present
JPMorgan Chase  August 2013 - September 2014
JPMorgan Chase  June 2009 - July 2013
New York Life   December 2008 - June 2009
Kimball Hill Homes  January 2007 - December 2008
The Mortgage Department   2003 - 2005
AIU Online  August 2003 - December 2003
Somerset Place  December 2001 - August 2003

Skills
Strategic Financial..., Banking, Mortgage Lending, Customer Service, Loans, Credit, Sales, Negotiation, Team Building, Strategic Planning, Management, Financial Services, Risk Management, Loan Origination, Series 63, Consumer Lending, Small Business Lending, Coaching

Education
Augustana College   1997 — 2001
Bachelor's of Art Degree, Psycholoy & Biology

Carl Sandburg High School   1993 — 1997
General

Gary Phelps, CLTC Gary Phelps, CLTC Atwater, California Details
Gary Phelps, CLTC's New York Life Experience June 2007 - March 2013
Job Independent Health and Life Insurance Agent
Industry Financial Services
Experience
Phelps Insurance and Financial Services   March 2013 - Present
New York Life   June 2007 - March 2013
California Deparment of Corrections and Rehabilitation   May 1985 - May 2007

Skills
Retirement, Retirement Planning, Long-term Care, Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Financial Services, IRAs, Disability Insurance, Long Term Care Insurance, Whole Life, 401k, Finance, Estate Planning, Strategic Financial..., Wealth Accumulation, Health Insurance, 401k Rollovers, Universal Life, Investments, Licensed Life & Health...

Education
American River College   1975 — 1978
AA, Fire Science

Sacramento City College
Administation of Justice

Jeff Emerson Jeff Emerson Portland, Maine Area Details
Jeff Emerson's New York Life Experience 1987 - 1999
Job President at NorthEnd Group LLC
Industry Health, Wellness and Fitness
Experience
ComplexCare Solutions  February 2015 - Present
NorthEnd Group LLC   April 2014 - February 2015
Aetna  September 2009 - April 2014
NorthEnd Group LLC   2008 - September 2009
Bowdoin College  2005 - 2009
ValueOptions, Inc.   2007 - 2008
Magellan Health Services  2003 - 2006
CIGNA  2001 - 2002
Digital Insurance  1999 - 2001
New York Life   1987 - 1999

Skills
Business Development, Strategy, Strategic Planning, Mergers, Healthcare Management, Budgets, Disease Management, Project Management, Health Policy, Program Management, Management, Health Insurance, Managed Care, Start-ups, Healthcare, Leadership, Medicaid, Healthcare Industry, Informatics, Executive Management, IT Strategy, Insurance, Data Analysis, Healthcare Consulting, Mergers & Acquisitions, Medicare

Education
American University   1977 — 1979
MSTM, Computer Science

Bowdoin College   1966 — 1970
AB, Theology

Teaneck High School   1963 — 1966
High School

Greg Shirey Greg Shirey Greater Chicago Area Details
Greg Shirey's New York Life Experience November 2006 - January 2010
Job Senior Software Sales Executive
Industry Computer Software
Experience
StarCompliance  April 2014 - April 2015
Coupa Software  February 2013 - April 2014
Thomson Reuters  January 2011 - February 2013
Thomson Reuters  January 2010 - January 2011
New York Life   November 2006 - January 2010
CommVault  April 2003 - September 2005
Veritas Software  March 2001 - January 2003
EMC  March 2000 - March 2001
LexisNexis  March 1999 - March 2000
Morgan Stanley  1998 - 1999

Skills
SaaS, Solution Selling, Salesforce.com, Enterprise Software, Sales Process, Professional Services, Direct Sales, Account Management, Sales, Cold Calling, Cloud Computing, New Business Development, Channel, Strategic Partnerships, Sales Management, Business Process, Training, Contract Negotiation, Customer Retention, CRM, Lead Generation

Education
University of Wisconsin Law School   1991 — 1994
J.D.

Arizona State University   1988 — 1990
B.A., Political Science

Lane Tech

Susana Marcos JD, MBA Susana Marcos JD, MBA Kansas City, Missouri Area Details
Susana Marcos JD, MBA's New York Life Experience March 2004 - November 2007
Job Family Business Consultant
Industry Management Consulting
Experience
Sumar Negocios LLC   April 2007 - Present
Insurance Broker  September 2012 - Present
Legacy Advisory Group LLC   January 2009 - September 2014
New York Life   March 2004 - November 2007
Susana Marcos Law firm   February 1995 - June 2003

Skills
Retail, Supermarkets, Professional Services, Franchising, Business Planning, Succession Planning, Life Insurance, Risk Management, Team Building, Financial Planners, Mortgage Lending, Employee Benefits, Securities, Strategic Financial..., Real Estate, Insurance, Strategic Planning, Budgets, Management, Training, Investments, Mergers & Acquisitions, Leadership, Sales, Executive Management, Start-ups, Small Business, Integrated Marketing, Retirement Planning, Disability Insurance, Long-term Care, Mutual Funds, Strategy, Fixed Annuities, Entrepreneurship, Finance, Retirement, Estate Planning, Financial Services, Contract Negotiation, Series 63, 401k, Wealth Management

Education
Universidad del CEMA   1997 — 1999
MBA, Business

Universidad Nacional del Litoral   1968 — 1970
Attorney, Law

Ivanhoe Sánchez Ivanhoe Sánchez Miami/Fort Lauderdale Area Details
Ivanhoe Sánchez's New York Life Experience November 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Publishing
Experience
New York Life   November 2014 - Present

Skills
Customer Service, Budgets, Sales Operations, Public Speaking, Teamwork, Customer Satisfaction, Team Leadership, Spanish, Management, Social Media, Leadership, Marketing Strategy, Account Management, Accounting, Microsoft Excel, Bilingual-Spanish, Direct Sales, International Sales, Latin America, Publishing, Books, Leadership Development, Team Building, New Business Development, Training, Customer Relations, Budget Management, Export Documentation, Life Insurance..., Insurance, Sales

Education
Universidad Adventista de Centroamérica   2001 — 2006
Bachelor of Science (BS), Computer Engineering Administration, 16

Hector Mendiola Hector Mendiola Los Angeles, California Details
Hector Mendiola's New York Life Experience May 2009 - January 2010
Job Director Ventas at monitorLATINO
Industry Music
Experience
monitorLATINO   March 2013 - Present
New York Life   May 2009 - January 2010
Lotus Communications  February 2008 - January 2009

Skills
Music Industry, Music Production, Music Education, Recording, Event Planning, Studio Recording, Radio Advertising, Sales, Music Publishing, Record Labels, Music Licensing, Radio Promotions, A&R

Education
Universidad Continental Justo Sierra   1990 — 1993
Associate of Arts (A.A.), Marketing

CCH Vallejo

Anna Kucher Anna Kucher Greater New York City Area Details
Anna Kucher's New York Life Experience May 2000 - July 2004
Job Performance Manager for consumer emerging payments
Industry Financial Services
Experience
Citi  April 2015 - Present
Citi  March 2012 - April 2015
Citigroup  May 2010 - July 2012
Citigroup  June 2009 - April 2010
Dun & Bradstreet  July 2008 - June 2009
Schering-Plough  April 2007 - August 2007
New York Life International  July 2004 - January 2007
New York Life   May 2000 - July 2004

Skills
Financial Modeling, Business Analysis, Financial Analysis, Risk Management, Business Process..., Capital Markets, Corporate Finance

Education
Baruch College, City University of New York (CUNY)   2007 — 2009
MBA

Rutgers University-New Brunswick   1999 — 2004
BA, Economics, Mathematics

Pana Salta Pana Salta Austin, Texas Details
Pana Salta's New York Life Experience 2014 - Present
Job Financial Professional at New York Life
Industry Financial Services
Experience
Diversity Fund   July 2015 - Present
New York Life   2014 - Present
International Rescue Committee  December 2012 - March 2013
DFW World Affairs Council   January 2011 - May 2011
Baylor University Church-State Studies   September 2010 - January 2011

Skills
International..., International Relations, Political Science, Economics, Policy Analysis, Qualitative Research, Writing, Analysis, Foreign Policy Analysis, Independent Thinking, Sales, Politics, Foreign Policy, Summarizing Information, Fast Learner, Observation, Work Well Independently, Creative Writing, Strategic Thinking, Marketing, Organizational..., Branding & Identity, Financial Advisory, Financial Analysis, Public Speaking, Human Rights, Strategic Financial..., Personal Financial..., Estate Planning, Social Media, Research, Microsoft Office, Nonprofits

Education
University of Kent   2011 — 2012
Master's degree, International Political Economy

Baylor University   2006 — 2010
Bachelor's degree, Political Science and Government

Plano East SHS   2004 — 2006

Bryce Lee Bryce Lee New York, New York Details
Bryce Lee's New York Life Experience January 2013 - Present
Job CVP UX Strategy at New York Life
Industry Marketing and Advertising
Experience
New York Life   January 2013 - Present
AIG  August 2008 - January 2013
Bayer Healthcare LLC  2007 - July 2008
Maveric Interactive   March 1998 - July 2006
FCBi  2000 - 2002
Home Arts Network/ Hearst New Media   1995 - 1998
Studio Designs   1993 - 1995

Skills
User Experience, User Interface Design, Creative Direction, Graphic Design, Illustration, Client Engagement, Project Implementation, Project Coordination, Photoshop, Voiceovers, Adobe Illustrator, Brand Behavior, Logo Design, Content Development, Online Strategy, Customer Engagement, Web Strategy, User Interface, Illustrator, Usability, Usability Testing, Art Direction, Digital Marketing, Information Architecture, Online Advertising, E-commerce, Concept Development, HTML 5, Graphics, Web Design, Email Marketing, Interaction Design, Mobile Devices, User Experience Design, Interactive Advertising, Corporate Branding, Creative Strategy, Interactive Marketing, User-centered Design, Branding & Identity, Online Marketing, Digital Strategy, HTML5

Education
ArtCenter College of Design   1975 — 1978
BFA, Fine Art, Illustration, Graphic Design

University of Pennsylvania - The Wharton School

Patrick McNulty Patrick McNulty Los Angeles, California Details
Patrick McNulty's New York Life Experience January 2005 - April 2005
Job Relationship Manager, Structured Settlement Sales at Berkshire Hathaway
Industry Financial Services
Experience
Berkshire Hathaway  January 2013 - Present
Symetra  June 2012 - December 2012
Symetra  January 2010 - June 2012
INVESCO AIM INVESTMENT SERVICES   August 2007 - August 2009
INTELLAPRICE LLC   January 2007 - January 2008
NEW YORK LIFE   January 2005 - April 2005

Skills
Microsoft Office, Microsoft Excel, Microsoft Exchange, AWD, Structured Settlements, Series 6, Mainframe, Sales, Business Requirements, Business Analysis, Leadership, Analysis, Mutual Funds, Call Centers, Time Management, Risk Management, Salesforce.com, Life Insurance, Quality Assurance, Databases, Access, Outlook, Process Improvement, SharePoint, Relationship Management, Customer Service, Fixed Annuities, Retirement, 401k, Financial Services, Investments, Series 63, Marketing, Employee Benefits, Insurance, Visio, Underwriting, Property & Casualty...

Education
Arizona State University   2002 — 2006
BA, Business, Marketing, Advertising, Sociology, Economics, Accounting, Management

Sofia Dumansky MBA, MSM, LUTFC, CLTC Sofia Dumansky MBA, MSM, LUTFC, CLTC Windsor, Connecticut Details
Sofia Dumansky MBA, MSM, LUTFC, CLTC's New York Life Experience July 2007 - Present
Job Financial Advisor at TDG Financial LLC
Industry Financial Services
Experience
TDG Financial LLC   May 2012 - Present
Eagle Strategies, LLC  April 2012 - Present
NYLIFE Securities LLC  November 2007 - Present
New York Life   July 2007 - Present
Hartford Courant  November 2006 - May 2007

Skills
Insurance, Life Insurance, Disability Insurance, Small Business, Health Insurance, Retirement, Employee Benefits, Retirement Planning, Term Life Insurance, Finance, Fixed Annuities, Long-term Care, Securities, Long Term Care Insurance, 401k, Estate Planning, Financial Advisory, Strategic Financial..., Financial Services, Financial Planning

Education
Albertus Magnus College   2005 — 2007
MSM, MBA

UCONN   1998 — 2003
BS, Management

William Geasey William Geasey Providence, Rhode Island Area Details
William Geasey's New York Life Experience September 2003 - Present
Job Dedicated Financial Services Professional helping to protect families for 10 years.
Industry Insurance
Experience
NYLIFE Securities LLC  September 2003 - Present
New York LIfe   September 2003 - Present
Kathleen's Catering   1987 - 2003

Skills
401(k) Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance..., Lifetime Income..., Protection..., Retirement Planning, Supplements to Employee..., Wealth Preservation..., Investments

Education
Northeastern University   1979 — 1984
BS, Marketing

Babson College
Execturve Program in Entrepreneurship

Bernard Simon Bernard Simon Greater New York City Area Details
Bernard Simon's New York Life Experience November 1989 - March 1996
Job Experienced Human Resources Professional
Industry Pharmaceuticals
Experience
NJ Sharing Network Foundation   2008 - Present
Roche  July 2001 - January 2010
Prudential Financial  March 1996 - July 2001
New York Life   November 1989 - March 1996
PIUS XII YOUTH AND FAMILY SERVICES  October 1987 - October 1989

Skills
Recruiting, Employee Relations, Management, Performance Management, Onboarding, Personnel Management, Talent Management, Talent Acquisition, Succession Planning, Human Resources, Employee Benefits, Strategic Planning, Organizational..., Leadership, Training

Education
Baruch College, City University of New York (CUNY)   1983 — 1987
BBA, Marketing

Morten Rudbeck Sorensen Morten Rudbeck Sorensen Greater New York City Area Details
Morten Rudbeck Sorensen's New York Life Experience 1995 - 1998
Job Vice President at InsMed Insurance Agency, Inc.
Industry Insurance
Experience
InsMed Insurance Agency Inc.   1998 - Present
New York Life   1995 - 1998
EDC Computers, Inc.   1993 - 1995
Carlsberg International   1991 - 1993

Skills
Employee Benefits, Health Insurance, Strategic Planning, Disability Insurance, Insurance, Brokers, Sales, Term Life Insurance, Fixed Annuities, Long Term Care Insurance, Whole Life, 401k, Long-term Care, Life Insurance, Insurance Brokerage

Education
Aarhus Universitet   1985 — 1991
M.Sc. (Bus. & Econ), Foreign Trade

Frederikshavn Gymnasium   1981 — 1984
Studentereksamen

Erica Ward Erica Ward Louisville, Kentucky Area Details
Erica Ward's New York Life Experience May 2007 - August 2007
Job Graduate Student at University of Louisville
Industry Higher Education
Experience
Bellarmine University  January 2014 - February 2014
Bellarmine University  September 2010 - December 2013
Bellarmine University  July 2010 - August 2010
Lycée Vauban   October 2009 - April 2010
Kelly Services  May 2009 - September 2009
Quarter Rest Cafe   February 2009 - May 2009
Alliance Francaise de Louisville   October 2008 - April 2009
On-Site Health Solutions   September 2008 - December 2008
Duprees   May 2007 - August 2007
New York Life   May 2007 - August 2007

Skills
Nonprofits, Higher Education, Teaching, Non-profits, Tutoring, French, Community Outreach, Management, Student Development, Intercultural...

Education
University of Louisville   2014 — 2015
Master of Arts in Teaching, French, Social Studies, English as a Second Language

Bellarmine University   2005 — 2009
BA, Foreign Languages/International Studies, French

David Hitch David Hitch Cleveland/Akron, Ohio Area Details
David Hitch's New York Life Experience October 2001 - March 2005
Job Regional Sales Manager at Blue Ridge Fiberboard
Industry Consumer Goods
Experience
Blue Ridge Fiberboard   December 2009 - Present
Knight-Celotex  February 2007 - December 2008
Arrow International, Inc  March 2005 - January 2007
New York Life   October 2001 - March 2005
Label Logic, Inc.   January 2000 - October 2001
Duracell  October 1979 - December 1999

Education
Baldwin Wallace University   1984 — 1986
MBA, Executive MBA

Ashland University   1974 — 1978
BS, Business Administration & Marketing

Maple Heights High School   1970 — 1974

Greg Srch Greg Srch Greater Chicago Area Details
Greg Srch's New York Life Experience March 2006 - December 2008
Job Highly talented Sales/Marketing Professional
Industry Insurance
Experience
HealthNet  October 2000 - Present
New York Life   March 2006 - December 2008
SLC Capital /Results Comm. LLC   December 1998 - August 2000
Residency Resorts Int. Inc.   November 1996 - December 1998
Cybernet International Inc.   March 1994 - October 1996

Education
Augustana College   1982 — 1984
Math/Physics

Tamara Nezirevic Tamara Nezirevic Phoenix, Arizona Area Details
Tamara Nezirevic's New York Life Experience November 1990 - August 1999
Job Entrepreneur & Customer Service
Industry Consumer Services
Experience
Carefree Pools & Home Care, Inc   September 2005 - Present
J. HILBURN MEN'S CLOTHIER   December 2008 - May 2011
CFS Mortgage Corporaton   September 2002 - November 2009
Awakenings & Headgames Sport Psychology   August 1998 - August 2002
New York Life   November 1990 - August 1999
Formula Group   July 1989 - August 1990
Deloitte & Touche  April 1988 - July 1989
Owens Corning  August 1983 - March 1988

Skills
Sales, Customer Service, Management, Leadership, Merchandising, Fashion, Entrepreneurship, Small Business, Marketing Strategy, Apparel, Marketing, Real Estate, Time Management, Negotiation, Nonprofits, Finance, Team Building, Strategic Planning, Sales Management, Social Media Marketing, Microsoft Office, Accounting, Public Speaking, Coaching, Retail, Human Resources, Psychotherapy, Business Development, Social Networking, Online Marketing, Social Media, Wardrobe, Event Planning, New Business Development, Public Relations, Advertising

Education
Arizona State University   1997 — 1999
Masters of Counseling, Counseling Psychology

Bowling Green State University   1978 — 1982
BSBA, Accounting

Brian Loutrel Brian Loutrel Greater New York City Area Details
Brian Loutrel's New York Life Experience 1982 - Present
Job Vice President at New York Life Insurance Co.
Industry Insurance
Experience
New York Life Insurance Co.  June 1982 - Present
New York Life   1982 - Present

Skills
AML, OFAC, Privacy Compliance, Information Security..., Incident Response, Incident Investigation, FATCA, Business Ethics, Conflict Of Interest, FCPA, Risk Management, Financial Risk, Governance, Anti Money Laundering, Insurance, Internal Audit, Mutual Funds, Securities, Financial Services, Series 7, IT Audit, Investment Advisory

Education
Barry University   1978 — 1982
Bachelor of Science, Accounting

Christine (Manning) Spicknell, MBA Christine (Manning) Spicknell, MBA Greater New York City Area Details
Christine (Manning) Spicknell, MBA's New York Life Experience 1992 - 1995
Job Grants Administrator at Queensborough Community College Continuing Education and Workforce Development
Industry Nonprofit Organization Management
Experience
QCC Literacy Program   October 2007 - Present
Queensborough Community College - Continuing Education and Workforce Development   September 2011 - November 2013
Pacific Investment Management Company  1999 - 2003
Salomon Brothers Asset Management Limited   1995 - 1999
Invesco  1995 - 1995
New York Life   1992 - 1995

Skills
Grants Administration, Data Management, Asset Management, Budgeting, Cash Management, Fund Accounting, Budget Analysis, Performance Attribution, Fixed Income, Pricing, RFP, FX, Valuation, Investments, RFI, Accounting, Bonds, Mutual Funds, Budgets, Asset Managment, Grants, Higher Education, Financial Analysis, Finance, Equities, Financial Reporting, Bloomberg, Financial Markets, Microsoft Excel, Securities, Investment Strategies, Data Analysis, Nonprofits, Accounts Payable, Investment Management, Financial Services, Fundraising, Staff Development, Strategic Financial..., Portfolio Management, Grant Administration, Portfolio Performance...

Education
Baruch College, City University of New York (CUNY)   2001 — 2009
MBA

Adelphi University   1988 — 1992
BBA

Richard Todd, CRPC Richard Todd, CRPC Medford, Oregon Area Details
Richard Todd, CRPC's New York Life Experience July 2007 - January 2008
Job Oregon Pacific Financial Advisors, Inc
Industry Financial Services
Experience
Oregon Pacific Financial Advisors, Inc   February 2008 - Present
New York Life   July 2007 - January 2008
Huntsman  January 2003 - November 2006
Advanced Bionics  October 1998 - January 2002
3D Systems  1994 - 1999
Buena Vista Distribution   1992 - 1992

Education
College for Financial Planning   2011 — 2012
Chartered Retirement Planning Counselor

Azusa Pacific University   1988 — 1999
Master of Business Administration (MBA)

Rift Valley Academy

Nicole Howard, PMP, CISA Nicole Howard, PMP, CISA Greater New York City Area Details
Nicole Howard, PMP, CISA's New York Life Experience 2004 - 2005
Job Senior Technology Auditor at MTA
Industry Information Technology and Services
Experience
Metropolitan Transportation Authority  October 2005 - Present
BDPA New York Chapter   2000 - 2011
NABA  2007 - 2009
New York Life   2004 - 2005
Partnership for a Drug Free America  2002 - 2003
Accenture  2000 - 2001
Pace University  1997 - 1999

Skills
Security, Quality Assurance, Testing, Project Management, IT Audit, Visio, Change Management, PeopleSoft, Disaster Recovery, Program Management, Business Analysis, Access, Databases, Management

Education
Baruch College
Master of Business Administration (MBA), Business Administration and Management, General

New York University   2008 — 2010
Certificate, Systems Security

Pace University   2003 — 2005
MS, Information Systems

Pace University - Lubin School of Business   1996 — 2000
Bachelor of Business Administration (BBA), Management Information Systems, General

abigail houseright abigail houseright Nashville, Tennessee Details
abigail houseright's New York Life Experience 2007 - 2008
Job OnPremise Account Executive at Lipman Brothers Inc
Industry Wine and Spirits
Experience
Lipman Brothers, Inc.   August 2011 - Present
Tennessee Wine & Spirits   October 2009 - August 2011
Harpeth Hall School  March 2008 - October 2009
New York Life   2007 - 2008

Education
Belmont University   2005 — 2007
Exercise Science, Psychology

University of South Carolina-Columbia   2002 — 2005
Nursing

High School

Doug Clermont, CFP®, CLU Doug Clermont, CFP®, CLU Greater Chicago Area Details
Doug Clermont, CFP®, CLU's New York Life Experience July 2007 - April 2011
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  April 2011 - Present
New York Life   July 2007 - April 2011
New York Life   November 1999 - July 2007

Skills
Business Development, Staff Development, Retirement Planning, Life Insurance, 401k, Strategic Financial..., Disability Insurance, Insurance, Series 7, Retirement, Estate Planning, Fixed Annuities, Investments, Long-term Care, Mutual Funds

Education
The American College
CLU, LUTCF, Financial Planning and Services

Augustana College   1994 — 1998
Bachelor of Arts (BA), Business Administration

Oren Sher Oren Sher Greater New York City Area Details
Oren Sher's New York Life Experience October 2009 - Present
Job Partner at New York Life
Industry Insurance
Experience
New York Life   October 2009 - Present
Bildworx   January 2008 - January 2009
MetLife  2002 - 2008

Education
Ben-Gurion University of the Negev   1997 — 2000
MSc, Management and Public Management

Ben-Gurion University of the Negev   1994 — 1997
BSc, Economics

University of California, Los Angeles   1988 — 1990

Tina Prioleau Baeza Tina Prioleau Baeza Bakersfield, California Area Details
Tina Prioleau Baeza's New York Life Experience June 2006 - January 2007
Job Contracting Specialist at Managed Care Systems
Industry Management Consulting
Experience
Managed Care Systems, LP  February 2012 - Present
Financial Destination, Inc.   March 2007 - January 2013
Managed Care Systems, LP  January 2011 - February 2012
Managed Care Systems, LP  April 2010 - January 2011
BinVita   January 2008 - March 2009
New York Life   June 2006 - January 2007
Branch Warehouse Corporation   September 2003 - November 2006
Excel Telecommunications  1998 - 2004
Texaco  February 1999 - April 2002

Skills
Negotiation, Time Management, Critical Thinking, Decisiveness, Persuasion, Leadership, Insurance, Start-ups, Direct Sales, Networking, Access, Microsoft Office, Customer Service, Microsoft Excel, Analysis, Human Resources, PowerPoint, Team Building, Public Speaking, Management, Training, Marketing, Sales, Small Business, Teamwork, Social Networking, Microsoft Word, Healthcare

Education
University of Phoenix   2008 — 2011
Bachelor of Science, Business Management

Bakersfield College   1981 — 1984

Sai (Raju) Chekuri Sai (Raju) Chekuri Greater New York City Area Details
Sai (Raju) Chekuri's New York Life Experience July 2006 - Present
Job CVP at New York Life
Industry Insurance
Experience
New York Life   July 2006 - Present
BKF Asset Management   January 2003 - July 2006
JP Morgan  January 2001 - January 2003
Merrill Lynch  September 1994 - April 2000
Union Bank of Switzerland  1993 - 1994
Mitsui OSK Lines  1991 - 1994
AT&T Bell Laboratories  1990 - 1991
Banco Internacional  1989 - 1990

Skills
Websphere, Sybase, SDLC, SOA, UML, Unix, Software Development, Solution Architecture, Web Services, Middleware, ESB, Java Enterprise Edition, Microsoft SQL Server, .NET, Application Architecture, C#, Linux, Hibernate, Oracle

Education
New York University
Post Graduate, Financial Engineering

New Jersey Institute of Technology   1988 — 1990
MS, Computer Science

Andhra University

Stephen Grochol Stephen Grochol San Francisco Bay Area Details
Stephen Grochol's New York Life Experience June 2008 - September 2009
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch  January 2015 - Present
Lenox Advisors  September 2009 - January 2015
New York Life   June 2008 - September 2009
Allstate Insurance  March 2000 - June 2008

Skills
Retirement Planning, Wealth Management, Insurance, Disability Insurance, Employee Benefits, Strategic Financial..., Estate Planning, Asset Management, Strategic Planning, Long-term Care, Business Planning, Asset Managment, Buy-sell Agreements, Life Insurance, Executive Pay, Executive Benefits, Buy/Sell Funding, Key Man Insurance, Long Term Care, Financial Planning, Key Person Insurance

Education
Arizona State University   1993 — 1997

St. Ignatius   1989 — 1993

Tom Baby Tom Baby Greater New York City Area Details
Tom Baby's New York Life Experience June 1999 - April 2007
Job Senior Marketing Manager Participant Services at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF  April 2010 - Present
The Cooper Group  June 2009 - March 2010
AXA Equitable  April 2007 - May 2009
New York Life   June 1999 - April 2007
WPG Design Group   July 1995 - May 1999
Brennan Beer Gorman / Architects   October 1992 - July 1995

Skills
Marketing Communications, Direct Marketing, Marketing Strategy, Lead Generation, Business Development, Project Management

Education
St. Joseph's College (NY)   2012 — 2015
Executive MBA, Marketing/Marketing Management, General, 3.9

Baruch College, City University of New York (CUNY)   1987 — 1991
BBA, Marketing/Advertising

Stephen Mallery Stephen Mallery Eugene, Oregon Area Details
Stephen Mallery's New York Life Experience December 2003 - July 2007
Job Financial Planner, Investment Adviser, Insurance Consultant
Industry Financial Services
Experience
Mallery Financial, LLC   July 2007 - Present
New York Life   December 2003 - July 2007
New Wine Press Inc.   October 1992 - July 1999
Advanstar Communications  September 1986 - May 1993
Aprovecho Research Center  June 1985 - July 1986

Education
University of Oregon   1982 — 1986
B.A., Journalism

Antioch College   1977 — 1978
Fine Arts -- painting

Governor Dummer Academy   1975 — 1977
A.P., Fine Arts

Aiglon College   1972 — 1975

Arkady Milgram, ChFC, CLU, ChSNC, CLF Arkady Milgram, ChFC, CLU, ChSNC, CLF Greater Los Angeles Area Details
Arkady Milgram, ChFC, CLU, ChSNC, CLF's New York Life Experience February 2004 - May 2005
Job Financial Strategist, Special Care Planner
Industry Financial Services
Experience
MassMutual Greater Los Angeles  2005 - Present
New York Life   February 2004 - May 2005
MONY Group, Inc.   2002 - 2004
American Express Financial Advisors, Inc.   1998 - 2001

Skills
Disability Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Estate Planning, Retirement, Life Insurance, Wealth Accumulation, IRAs, Insurance, Strategic Financial..., Wealth Management, Financial Planners, Investment Advisory, Investments, Mutual Funds, 401k, Term Life Insurance, Securities, Financial Advisory, Series 7, Wealth, Series 63, Pensions, Finance, Portfolio Management, Financial Services, Long Term Care Insurance, Personal Finance, Roth IRA, Wealth Management..., 401k Rollovers, College Savings Plans, Investment Strategies, Asset Allocation, Whole Life, High Net Worth..., Financial Planning

Education
The American College   2009 — 2010
CLU, Life and health insurance, pensions, investments, income tax, group benefits

The American College   2007 — 2009
Special Care Planning Certification, Estate & Tax Planning, Government Benefit Programs

The American College   2002 — 2005
CLF®, Chartered Leadership Fellow® - Field Management & Leadership

Lomonosov Moscow State Academy of Fine Chemical Technology (MITHT)   1980 — 1986
Master of Science, Biochemistry

Erika Baker Erika Baker Bellefontaine, Ohio Details
Erika Baker's New York Life Experience May 2009 - August 2009
Job Mind & Body Transformation Coach at Erika Baker Fitness
Industry Health, Wellness and Fitness
Experience
Erika Baker Fitness   February 2015 - Present
Hi Point Women's Center   November 2013 - Present
Edward Jones  September 2010 - November 2013
Joy Of Living   June 2010 - August 2010
The National Society of Leadership and Success - Ashland Chapter   September 2009 - May 2010
The Eagle Investment Group   March 2009 - May 2010
St. Jude's Up 'Til Dawn Fundraising Program - Ashland Chapter   August 2007 - May 2010
The Financial Solutions Network, LLC   September 2008 - September 2009
New York Life   May 2009 - August 2009
Delta Zeta Sorority  December 2007 - January 2009

Skills
Leadership, Finance, Investments, Research, Risk Management, Financial Analysis, Marketing, Mutual Funds, Customer Service, Budgets, Insurance, Teamwork, Strategic Financial..., Proposal Writing, Human Resources, Analytical Skills, Profit, Process Engineering, Microsoft Office, Analysis, Management, Budget, Fitness, Holistic Health, Weight Loss Coaching, Empower, Inspirer

Education
Ashland University   2007 — 2010
BSBA, Finance

Hondoros College   2009 — 2009
Life and Health Insurance Licenses, Life and Health Insurance Class

Ohio Northern University   2006 — 2007
Math

Strongsville High School   2002 — 2006

Bristol Bill Mount, LUTCF Bristol Bill Mount, LUTCF Bristol, Vermont Details
Bristol Bill Mount, LUTCF's New York Life Experience January 2008 - March 2014
Job Finance Manager at Shearer Chevrolet Buick GMC Cadillac
Industry Financial Services
Experience
Shearer Chevrolet Buick GMC Cadillac   August 2015 - Present
Shearer Chevrolet Buick GMC Cadillac   May 2015 - Present
Plainsman Insurance and Financial Solutions LLC   April 2014 - Present
National Association of Insurance and Financial Advisors (NAIFA) Vermont   August 2014 - April 2015
Booth Brokerage LLC   July 2014 - March 2015
Eagle Strategies LLC.  April 2012 - March 2014
New York Life   January 2008 - March 2014
New York Life Insurance Company  January 2008 - March 2014
RailAmerica  2002 - 2007
Norfolk Southern  July 1992 - October 2001

Skills
401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, LUTCF, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Wealth Preservation..., Retirement Planning, Strategic Financial..., Life Insurance, Mutual Funds, Long Term Care Insurance, Investments, Portfolio Management, Disability Insurance, Employee Benefits, Fixed Annuities, Financial Advisory, Financial Planners, Financial Planning, Retirement, Insurance, Financial Services, Leadership, Securities

Education
National Association of Insurance and Financial Advisors Leadership in Life Institute   2012 — 2012
LILI Graduate (Leadership in Life Institute), Leadership Principles

The American College   2009 — 2010
Life Underwriter Training Council Fellow (LUTCF), Insurance and Financial Services

Auburn University   1983 — 1991
Bachelor of Science, Business Administration: Transportation/Physical Distribution

Opelika High School   1979 — 1983

Flora Ashman Flora Ashman Greater New York City Area Details
Flora Ashman's New York Life Experience June 2015 - Present
Job Undergraduate Student Actuary
Industry Insurance
Experience
New York Life   June 2015 - Present
Gap Inc.  April 2015 - June 2015
BRIA Health Services  October 2013 - December 2013
Ann and Robert H. Lurie Children's Hospital of Chicago   June 2013 - September 2013
Ann and Robert H. Lurie Children's Hospital of Chicago   June 2012 - September 2012
BRIA Health Services  August 2010 - September 2010

Skills
Customer Service, Visual Merchandising, Microsoft Word, PowerPoint, Microsoft Office, Time Management, Microsoft Excel, Teamwork

Education
Baruch College, City University of New York (CUNY)   2014 — 2015

Bernard Baruch University   2014 — 2015
Bachelor of Science (B.S.), Actuarial Science

Yeshiva University   2011 — 2014

Alex Klinkhammer Alex Klinkhammer Minneapolis, Minnesota Details
Alex Klinkhammer's New York Life Experience January 2012 - April 2013
Job Financial Advisor at Klinkhammer Financial
Industry Financial Services
Experience
Klinkhammer Financial   2013 - Present
New York Life   January 2012 - April 2013
Webster & Associates  August 2011 - December 2011

Skills
Retirement Planning, Investment Strategies, Wealth Management, Personal Financial..., Variable Annuities, Fixed Annuities, Roth IRA, Traditional IRA, Term Life Insurance, Permanent Life Insurance, Mutual Funds, Stocks, Bonds, Disability Insurance, College Funding..., Buy-sell Agreements, Business Planning, Business Owner Planning, Personal Finance, Estate Planning, Networking, Connecting People, Small Business, Entrepreneurial Finance

Education
Belmont University   2007 — 2009
Bachelor of Business Administration (B.B.A.)

Winona State University   2005 — 2007
Bachelor of Business Administration (B.B.A.)

Jenniffer Heslop Jenniffer Heslop Greater New York City Area Details
Jenniffer Heslop's New York Life Experience June 1994 - September 1998
Job Sr. Administrative Assistant Investment Technology at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company  April 2014 - Present
Interbrand  August 2009 - February 2014
Sonnenschein Nath & Rosenthal LLP  January 2009 - August 2009
Thacher Proffitt & Wood LLP  September 1998 - December 2008
New York Life   June 1994 - September 1998
JP Morgan  August 1992 - August 1993

Skills
Employee Relations, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Recruiting, Project Management, Internal Communications, Event Planning, HRIS, Outlook, Human Resources, Performance Management, Social Networking, Applicant Tracking..., Social Media Marketing, Interviews, Advertising, Finance, Leadership, Market Research, Marketing Strategy, Marketing Communications, Marketing, Management, Policy, Event Management, Fundraising, Research, Training, Public Relations, Budgets, Nonprofits, New Business Development, Time Management, Onboarding, Strategic Planning, Administrative..., Organizational..., CRM, Team Building, Strategy, Talent Management, Employee Engagement, Business Development, Corporate Branding, Employee Benefits, Account Management, Talent Acquisition, Integrated Marketing

Education
New York University   2000 — 2003
Master of Arts, Educational Psychology - Statistics

Baruch College, City University of New York (CUNY)   1993 — 1998
Bachelors, Psychology

Sky Parker Sky Parker Phoenix, Arizona Area Details
Sky Parker's New York Life Experience February 2002 - March 2005
Job Financial Professional at CBR Insurance & Financial Services
Industry Financial Services
Experience
CBR Insurance & Financial Services, Inc.   July 2009 - Present
Apartment Life  August 2009 - July 2010
Pivotal Insurance & Financial, PLC   March 2005 - July 2009
New York Life   February 2002 - March 2005
City of Phoenix Finance Department   February 1998 - February 2002

Skills
Employee Benefits, Insurance, Disability Insurance, Small Business, 401k, Strategic Planning, Health Insurance, Retirement Planning, Life Insurance, Defined Benefit, New Business Development, Business Planning, Investments, Retirement Plan..., Succession Planning, Deferred Compensation, Pensions, Benefits Administration, Mutual Funds, Mentoring, Brokers, Corporate Benefits, Executive Compensation, Buy-sell Agreements, Key Person Insurance, Carve-outs, Wealth Preservation..., Retirement Plan..., Benefits, Annuities, Insurance Planning, Asset Allocation, IRA's, Compliance, Wealth Accumulation, Group Benefits, Investment Strategies, Consultative Selling, 401k Rollovers, PEO, Qualified Retirement..., Profit Sharing, Group Insurance, Youth Ministry, Financial Services, Financial Planning, Retirement, Fixed Annuities, IRAs

Education
The American College   2002 — 2005
Professional, Estate Planning, Financial Planning

Arizona State University West   1996 — 2000
Bachelor's, International Finance

LaRay Hardy LaRay Hardy Brooklyn, New York Details
LaRay Hardy's New York Life Experience Broker AssistantCMEMay 1992 - March 2013
Job Administrative Assistant
Industry Financial Services
Experience
New York Life   Broker AssistantCMEMay 1992 - March 2013

Skills
Life Insurance, Property & Casualty..., Commercial Insurance, Underwriting, General Insurance, Asset Management

Education
Aquinas College
Economics

Daniel Clements, CLU® Daniel Clements, CLU® Phoenix, Arizona Area Details
Daniel Clements, CLU®'s New York Life Experience January 2008 - May 2015
Job Hiring Financial Services Professionals
Industry Financial Services
Experience
MetLife  June 2015 - Present
New York Life   January 2008 - May 2015
New York Life   November 2005 - January 2008
New York Life   March 2002 - November 2005
New York Life   October 1998 - March 2002
MetLife  June 1994 - October 1998

Skills
Hands On Leader, Thought Leadership, Financial Recruiting, Recruiting, College Recruiting, Training, Communication, Multi-Tasking Skills, Time Management, Leadership, Management, Sales, Financial Services, Insurance, Life Insurance, Retirement Planning

Education
The American College   2002 — 2005
CLU

Arizona State University   1981 — 1984

Mesa Community College   1980 — 1981

Marcos De Niza High School   1975 — 1979

Eugenia Chao, CLU®, ChFC®, RICP®, MBA Eugenia Chao, CLU®, ChFC®, RICP®, MBA San Jose, California Details
Eugenia Chao, CLU®, ChFC®, RICP®, MBA's New York Life Experience 2002 - 2004
Job Life Insurance and Retirement Specialist at AAA NCNU
Industry Financial Services
Experience
AAA NCNU  November 2006 - Present
Guardian Life  2004 - 2006
New York Life   2002 - 2004

Skills
Term Life Insurance, Annuities, Insurance, Retirement Planning, Financial Planning, Cash Value Life..., Permanent Life Insurance, Fixed Annuities, Finance, Universal Life, Employee Benefits, Life Insurance, Long-term Care, Whole Life, 401k, Financial Planners, Disability Insurance, General Insurance, Property & Casualty..., Umbrella Insurance, Retirement, Long Term Care Insurance, Strategic Financial..., Indexed Annuities, Key Person Insurance

Education
The American College
Chartered Advisor in Philanthropy®

Arizona State University
Master of Business Administration (M.B.A.)

Arizona State University
Bachelor’s Degree, Education

Taipei Municipal University of Education

The American College
Chartered Life Underwriter (CLU)

The American College
Chartered Financial Consultant (ChFC)

The American College
Retirement Income Certified Professional (RICP)

Eleonora Pechenik, CPA, CIA, CRMA Eleonora Pechenik, CPA, CIA, CRMA Greater New York City Area Details
Eleonora Pechenik, CPA, CIA, CRMA's New York Life Experience June 1997 - June 1999
Job
Industry Financial Services
Experience
Bank of America  December 2012 - Present
Goldman Sachs  May 2006 - December 2012
Deloitte and Touche  1999 - 2006
New York Life   June 1997 - June 1999

Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Enterprise Risk..., Financial Analysis, Capital Markets, IT Audit, Operational Risk, Derivatives, Financial Services, Asset Management, Due Diligence, Financial Modeling, Financial Risk, Auditing

Education
Baruch College   1993 — 1997
Bachelor of Business Administration

Forest Hills HS

Forest Hills HS

Allen Ayers Allen Ayers Columbus, Ohio Area Details
Allen Ayers's New York Life Experience October 2007 - April 2009
Job Licensed Relationship Manager at KeyBank
Industry Insurance
Experience
KeyBank  May 2014 - Present
Farmers Insurance  January 2013 - May 2014
Farmers Insurance  March 2012 - January 2013
Farmers Insurance  December 2010 - March 2012
Anthem  August 2009 - December 2010
New York Life   October 2007 - April 2009
Abercrombie and Fitch  2005 - 2007

Skills
Insurance, Life Insurance, Health Insurance, Recruiting, Sales Management, Event Planning, Consulting, Financial Accounting, Networking, Marketing, Customer Service, Finance, Sourcing, New Business Development

Education
Ashland University   2001 — 2005
B.S, Finance

St. Charles Prep High School   1997 — 2001

FINRA
Series 6 and 63 License, Insurance and Financial Services

State of Ohio
Property and Casualty Insurance and Life and Health, Insurance

Karen Gens Karen Gens Greater New York City Area Details
Karen Gens's New York Life Experience 1992 - 1999
Job
Industry Nonprofit Organization Management
Experience
North American Conference on Ethiopian Jewry   October 2012 - Present
The Transition Network  January 2012 - Present
ReServe  July 2012 - October 2012
HELP/PSI, Inc.   September 2011 - March 2012
Guardian Life Insurance  October 2006 - 2010
Guardian Life Insurance  June 2000 - September 2006
New York Life   1992 - 1999
Equitable Life  1987 - 1991

Skills
Marketing Communications, Project Management, Budgets, Staff Development, Cross-functional Team..., Management, Sales, Social Media, Program Management, Fundraising, Public Speaking, Research, Strategic Planning, Marketing, Advertising, Leadership, Training, Newsletters, Sales Operations

Education
Baruch College, City University of New York (CUNY)
MBA

New York University
Certificate

University of Michigan
BA

Jina Von Bartheld Jina Von Bartheld Greater New York City Area Details
Jina Von Bartheld's New York Life Experience June 1992 - July 1996
Job Accounting and Financial Reporting Manager at Datto, Inc.
Industry Oil & Energy
Experience
Datto, Inc.   October 2014 - Present
Datto, Inc.   August 2014 - October 2014
Verde Energy USA, Inc.   November 2010 - June 2014
Clearbrook Invesment Consulting   July 2007 - October 2010
Connecticut Friends School   June 2002 - September 2007
Time Warner Cable  July 1996 - June 2002
New York Life   June 1992 - July 1996

Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Sarbanes-Oxley, Access, Variance Analysis, Hyperion Enterprise, Accounting, Forecasting, Financial Reporting, PeopleSoft, Budgets, Accounts Receivable, Auditing, Corporate Finance, QuickBooks, Analytics, General Ledger, Microsoft Excel, Internal Controls, Management, Quarterly Reporting, Employee Relations, Managerial Finance, Cash Management, Expense Budget...

Education
Adelphi University   1988 — 1992
BBA, Accounting / Economics

Bobby Hood Bobby Hood South Portland, Maine Details
Bobby Hood's New York Life Experience March 2009 - January 2010
Job Engineer II
Industry Defense & Space
Experience
Bath Iron Works  January 2014 - Present
Bath Iron Works  May 2013 - September 2013
Sappi  October 2012 - May 2013
Bath Iron Works  May 2012 - September 2012
New York Life   March 2009 - January 2010
HammerSaw LLC   August 2006 - October 2008

Skills
Microsoft Excel, Microsoft Office, Matlab, MS Project, Engineering, Solidworks, PowerPoint, Mechanical Engineering, Microsoft Word, Teamwork, Windows, Yellow Belt, Intermec CN50, Maintelligence, Maximo

Education
University of Southern Maine   2010 — 2014
Mechanical Engineering, Mechanical Engineering

University of Southern Maine   2003 — 2007
BS, Business; Finance Concentration

Auckland University of Technology

Chona Baquero Chona Baquero Alpharetta, Georgia Details
Chona Baquero's New York Life Experience 2006 - 2008
Job Scientist at Unilever
Industry Consumer Goods
Experience
Unilever  June 2008 - Present
New York Life   2006 - 2008
Harvey Nash (Euro Systems)   1997 - 2006

Skills
Project Management, Data Analysis, Market Research, Analytics, Systems Analysis, Cross-functional Team..., Computer Program, Project Coordination, Data Quality, Data Migration, Network Administration, Consumer Insight, Consumer Product Testing, Software Project..., Quantitative Research, Qualitative Research, Online Survey Design, Confirmit, Mainframe Testing

Education
University of California, Davis   2011 — 2012
Certificate Program, Sensory Science and Consumer Testing

Baruch College
Certificate Program, Computer Programming

Southern Connecticut State University
Bachelor of Science (BS), Computer Science

Joy Torres Joy Torres Tucson, Arizona Details
Joy Torres's New York Life Experience 2009 - 2010
Job Office Manager at Academy Del Sol
Industry Cosmetics
Experience
Academy Del Sol  July 2013 - Present
Eclipse of Tucson   July 2012 - July 2013
New York Life   2009 - 2010
Dillards  2006 - 2009

Skills
Cosmetics, Marketing Strategy, Weddings, Retail, Entrepreneurship, Small Business, Marketing, Skin Care, Social Media Marketing, Beauty Industry, Makeup Artistry, Sales, Online Advertising, Advertising, Customer Service, New Business Development, Social Networking, Event Planning, Social Media, Trade Shows, Direct Sales, Online Marketing, Brand Development, Email Marketing, Public Relations

Education
Cortiva Institute-Tucson   2015 — 2016
Massage Therapy/Therapeutic Massage

Steven J. D'Angelo - MBA/CTA Steven J. D'Angelo - MBA/CTA Greater New York City Area Details
Steven J. D'Angelo - MBA/CTA's New York Life Experience October 2006 - Present
Job ArchitectEngineer / Officer at New York Life
Industry Financial Services
Experience
New York Life   October 2006 - Present
Bank of New York Mellon  December 1999 - October 2006
The CIT Group  December 1997 - December 1999
Deloitte & Touche  January 1997 - December 1997
TIAA-CREF  June 1986 - December 1996

Skills
Business Objects, SOA, SQL, Cognos, C#, Fixed Income Analysis, Database Design, Financial Services, Capital Markets, Portfolio Management, Equities, Investment Banking, Asset Managment, SDLC, Derivatives, Vendor Management, Business Analysis, Banking, Fixed Income, Executive Management, Software Project..., CIOs, .NET, IT Strategy, Asset Management, Analysis, Data Warehousing, Requirements Analysis, Leadership, Investments, Disaster Recovery, Databases, Analytics, Integration, Microsoft SQL Server

Education
LOMA   2010 — 2010
2nd Level Certified

Columbia University in the City of New York   1989 — 1990
CTA

Adelphi University
Bachelor’s Degree

Hofstra University
Master of Business Administration (M.B.A.)

Steven Hollifield MBA Steven Hollifield MBA Austin, Texas Area Details
Steven Hollifield MBA's New York Life Experience March 2008 - September 2008
Job Financial Analyst at The University of Texas at Austin
Industry Accounting
Experience
The University of Texas at Austin  October 2012 - Present
Southern Careers Institute  November 2010 - October 2012
US Census Bureau  April 2010 - August 2010
Hollifield Signs   July 2003 - April 2010
New York Life   March 2008 - September 2008
Abilene Christian University  August 2007 - December 2007
Camp of the Hills  May 2004 - July 2006

Skills
Business Communications, Financial Accounting, Financial Management, Process Management, Visual Basic, Financial Reporting, Project Management, Accounting Analysis, Business Statistics, Quickbooks, Quickbooks Online, Accounting, Team Leadership, Customer Service, Leadership, Microsoft Excel, Training, Management, PowerPoint, Public Speaking, Team Building, Managerial Finance, Analysis, Business Process..., Human Resources, Time Management, Accounts Payable, Leadership Development, Coaching, System Administration, Customer Satisfaction, Accounts Receivable, Access, Data Analysis, Research, Budgets, Finance, Banking, Outlook, Financial Analysis, Payroll, Treasury Services, Treasury Management, Cash Management, Cash Flow Forecasting, Cash Flow, Auditing, General Ledger, Microsoft Word, QuickBooks

Education
Austin Community College   2010 — 2012
ACCT.PROF.CT2, Advanced Technical Certificate in Accounting- Professional Accountant

Texas State University-San Marcos   2008 — 2009
MBA, Business Administration

Abilene Christian University   2003 — 2007
B.B.A, Financial Management, Accounting

John Lierman John Lierman Grand Rapids, Michigan Details
John Lierman's New York Life Experience December 2010 - April 2011
Job Healthcare Sales Executive at Context Media Health
Industry Computer Software
Experience
Context Media Health   August 2015 - Present
Corporate Technologies LLC  October 2014 - August 2015
Groupon  May 2011 - April 2014
Grand Ledge High School  October 2012 - March 2013
New York Life   December 2010 - April 2011
Community Quarterly   May 2009 - November 2010

Skills
Solution Selling, Sales Operations, Sales Management, Sales, New Business Development, Marketing Strategy, Key Account Management, Product Management, Marketing, Product Launch, Marketing Management, Blogging, Marketing Communications, Negotiation, Strategic Planning, Forecasting, Project Management, PowerPoint, Microsoft Office, Account Management, Crunching Numbers, Superior Work Ethic, Scuba Diving, Strategy, Customer Service, Leadership

Education
Aquinas College   2006 — 2010
Bachelor of Science (B.S.), Business Administration & Development - (Minor Emphasis: Sales and Marketing Operations)

Holt High School   2002 — 2006
High School, Diploma

Benjamin (Ben) Davidson Benjamin (Ben) Davidson Scottsdale, Arizona Details
Benjamin (Ben) Davidson's New York Life Experience April 2007 - September 2008
Job Assistant Vice President & Chief Underwriter at Sagicor Life Insurance Company
Industry Insurance
Experience
Sagicor Life Insurance Company  October 2011 - Present
AXA Equitable  September 2008 - October 2010
New York Life   April 2007 - September 2008
SCOR  April 2006 - April 2007
American General Life Companies is now part of the AIG Family!  January 2004 - April 2006
CNA Insurance  July 2002 - January 2004
American Express  August 2000 - July 2002
Legal & General  May 1999 - August 2000
Minnesota Life  January 1996 - May 1999
Bank of America  1993 - 1995

Skills
Risk Management, Underwriting, Life Insurance, Reinsurance, Operations Management, Leadership, Process Improvement, Strategic Planning, Product Development, Automated Underwriting...

Education
Augsburg College   1993 — 1996
BA, Finance

Northern State University   1992 — 1993
Finance

Anthony Pacifico Anthony Pacifico Greater New York City Area Details
Anthony Pacifico's New York Life Experience March 1977 - January 1984
Job Senior Facilitator and Consultant
Industry Human Resources
Experience
Wilson Learning  2000 - Present
Wilson Learning Worldwide  April 1992 - Present
Riverbank America   1990 - 1992
Drexel Burnham Lambert  January 1984 - February 1989
New York Life   March 1977 - January 1984

Skills
Negotiation, Sales Management, Organizational..., Talent Management, Performance Management, Coaching, Team Building, Management Development, Consultative Selling, Project Management, Change Management, Selling, Management Consulting, Public Speaking, Training, Executive Coaching, Workshop Facilitation, Leadership, Organizational..., Executive Development, Management, Performance Improvement, Culture Change, Leadership Development, 360 Feedback, Employee Engagement, Training Delivery, Career Development, MBTI, Organizational Learning, Personal Development, Succession Planning, Employee Training, Instructional Design, Needs Analysis, Emotional Intelligence, Organizational Design, Performance Consulting, Presentation Coaching, Career Management, HR Consulting, Program Facilitation, Blended Learning, Personnel Management, Training Needs Analysis, Consulting, Instructor-led Training, Business Coaching, Conflict Resolution, Learning Management

Education
Adelphi University   1980 — 1983
MBA, Human Resources Administration

Saint John's University   1970 — 1974
BA, Government and Politics

David Mann, CAS®, CFS® David Mann, CAS®, CFS® Scottsdale, Arizona Details
David Mann, CAS®, CFS®'s New York Life Experience May 1998 - December 1999
Job Financial Advisor Life Insurance Specialist Retirement Income Futurity First Mann Financial Services
Industry Financial Services
Experience
Mann Financial Services   January 2008 - Present
MetLife Financial Services  November 2006 - January 2008
John Hancock  January 2000 - November 2006
New York Life   May 1998 - December 1999

Skills
Term Life Insurance, Universal Life, Whole Life, Long Term Care, Disability Insurance, Critical Illness, Retirement, Insurance, Long-term Care, Investments, Fixed Annuities, Long Term Care Insurance, Life Insurance, Retirement Planning, IRAs, Financial Services, 401k, Series 7, Series 63, Mutual Funds, Series 6, Variable Annuities, Wealth Management, Financial Advisory, 401k Rollovers, Financial Planners, Series 65, Wealth Accumulation, Asset Allocation, Wealth, Investment Advisory, Estate Planning, Investment Strategies, Securities, Life & Health Insurance..., Financial Planning

Education
Arizona State University   1994 — 1998
BS, Communications

Chaparral High School

Carla Ni Carla Ni New York, New York Details
Carla Ni's New York Life Experience March 2009 - March 2014
Job Asst. Project Manager (IT Applications) at The Museum of Modern Art
Industry Nonprofit Organization Management
Experience
The Museum of Modern Art  April 2012 - Present
New York Life   March 2009 - March 2014
New Jersey State Department of Labor and Workforce Development   September 2009 - August 2011
Research Foundation of CUNY  November 2008 - June 2009

Skills
Microsoft Excel, Photoshop, Data Analysis, Microsoft Office, Access, PowerPoint, Market Research, Finance, Strategic Planning, Risk Management, Public Speaking, Life Insurance, Fixed Annuities, Adobe Photoshop, Bilingual-Chinese, Customer Service, Strategy, Fundraising

Education
Babson College   2004 — 2008
Bachelors in Science, Strategic Management & Entrepreneurship

Bronx High School of Science   2000 — 2004
High School Diploma

Sun Yat-Sen Middle School

Franco Meloni Franco Meloni Boca Raton, Florida Details
Franco Meloni's New York Life Experience January 2005 - January 2007
Job Wine Director & Bar Manager at Trattoria Romana
Industry Restaurants
Experience
Trattoria Roman   September 2009 - Present
The Seagate Hotel & Spa  October 2009 - March 2011
The Seagate Hotel & Spa  September 2009 - October 2010
The Bridge Group   January 2007 - June 2009
New York Life   January 2005 - January 2007
L'Artisan Parfumeur  2003 - 2005
Bloomingdale's Town Center Boca Raton, FL.   September 2000 - April 2003

Skills
Retail, Beauty, Marketing Strategy, Fashion, Logistics, Sales, Customer Service, Supply Chain, Hospitality, Microsoft Office, Social Media, Marketing, Sales Management, Management, Negotiation, Insurance, Event Planning, Event Management, New Business Development, Microsoft Excel, Merchandising, Wine, Food & Beverage, Restaurants

Education
The American College   2006 — 2009
Insurance

Art Institute of Fort Lauderdale   1996 — 1998
Associates of Arts & Science, Computer Animation

Court of Master Sommeliers
Wine Steward/Sommelier, Passed Level 1

Katie Blake Katie Blake Greater Boston Area Details
Katie Blake's New York Life Experience July 2007 - December 2010
Job 6th Grade Science Teacher
Industry Education Management
Experience
Athol Royalston Middle School   2014 - Present
Sacred Heart School  August 2011 - 2014
Nelson Place School   May 2011 - June 2011
New York Life   July 2007 - December 2010
Veritude  May 2007 - July 2007
Fidelity Investments  1998 - 2007
QualChoice of Virginia   1994 - 1998
QualChoice, Inc.   1991 - 1994
J. Langley Insurance   1990 - 1991

Skills
Leadership, Strategic Planning, Strategic Communications, Marketing, Public Speaking, Customer Service

Education
SUNY Plattsburgh   1988 — 1991
Marketing

Anna Maria College
Master of Education (M.Ed.), Education

Rimpal Kumar, CPA Rimpal Kumar, CPA Greater New York City Area Details
Rimpal Kumar, CPA's New York Life Experience July 2002 - September 2005
Job Experienced Financial Accountant with extensive experience in auditing
Industry Accounting
Experience
Guggenheim Partners  January 2010 - Present
Price Waterhouse Coopers  August 2007 - December 2009
Margolin, Winer & Evans LLP   October 2005 - August 2007
New York Life   July 2002 - September 2005
BNY Mellon  July 1998 - May 2003

Skills
Derivatives, Accounting, Auditing, Fund Accounting, Hedge Funds, Audit, Bookkeeping, Excel, GAAP, US GAAP, Financial Reporting, CPA, Financial Accounting, Internal Controls, SEC filings, Tax, Microsoft Excel

Education
Baruch College, City University of New York (CUNY)   1994 — 1998
BBA, Accounting

Dwight Gardner Dwight Gardner Las Vegas, Nevada Area Details
Dwight Gardner's New York Life Experience December 1986 - March 1993
Job at Global Foods
Industry Food & Beverages
Experience
Global Foods   August 2009 - Present
Ashton Med   2006 - Present
R.H. Donnelley now DEX   June 1993 - June 2007
new york life   December 1986 - March 1993
jp morgan  1982 - 1986

Education
Baruch College, City University of New York (CUNY)   1982 — 1985
computer science

LaGuardia Community College   1979 — 1982

Junny Rivera Junny Rivera Greater New York City Area Details
Junny Rivera's New York Life Experience December 2000 - May 2004
Job at NYSE Euronext
Industry Accounting
Experience
NYSE Euronext Group   Director, Global Risk and Audit ServicesNYSE EuronextMay 2004 - Present
New York Life   December 2000 - May 2004

Education
Baruch College   1994 — 1996

Charlton J. Tabuteau Charlton J. Tabuteau New York, New York Details
Charlton J. Tabuteau's New York Life Experience May 2008 - Present
Job Client Representative/Resolution Team at New York Life
Industry Financial Services
Experience
New York Life   May 2008 - Present
First Investors  August 2000 - May 2008

Skills
Asset Managment, Management, PowerPoint, Public Speaking, Research, Retirement Planning, Series 6, Series 7, Social Networking, Asset Management, Customer Service, Financial Services, Insurance, Investments, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Social Media

Education
Baruch College, City University of New York (CUNY)

Jerry Roberts CLU Jerry Roberts CLU Dallas/Fort Worth Area Details
Jerry Roberts CLU's New York Life Experience 1978 - 1995
Job Captive Insurance Specialist, Estate and Tax Efficient Income Planning , Business Exit Planning, Family Business Advisor
Industry Food Production
Experience
Catalyst Advisory Group, LLC   January 2001 - Present
PRUDIENTIAL   1996 - 2001
Prudential Financial  1996 - 2000
New York Life Insurance Company  1978 - 1996
New york Life   1978 - 1995

Skills
Estate Planning, Captives, Insurance, Small Business, Investments, Employee Benefits, Succession Planning, Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Entrepreneurship, Exit Strategies, Business Planning, Asset Managment, Start-ups, Strategic Planning, Long-term Care, New Business Development, Financial Services, Asset Management, Marketing, Executive Management, Finance

Education
Arkansas State University   1971 — 1975
BS, MARKETING

Nettleton High School   1968 — 1971

Sharad Dabral Sharad Dabral Greater New York City Area Details
Sharad Dabral's New York Life Experience 1999 - 2001
Job Sourcing Next Gen Senior and Executive Leaders and Professionals in Data Sciences and Big Data Analytics
Industry Staffing and Recruiting
Experience
Southport Search International   2007 - Present
MasterCard Advisors  2006 - 2007
Rapp Collins Worldwide  2005 - 2006
The New York Times  2004 - 2005
Guardian Life Insurance  2001 - 2004
New York Life   1999 - 2001
Cendant Marketing Group  1995 - 1999
Grolier Inc..   1992 - 1994

Skills
Senior Executive..., COE, Analytics, Data Science, Big Data Analytics, Computational Modeling, Hadoop, Computational..., Resolution R Analytics, Apache, Bayesian methods, Econometric Modeling, Operations Research, Management Consulting, Strategic Consulting, Business Intelligence, Enterprise Analytics, Loyalty Analytics, CRM, ROI Strategies, Market Research, Media Analysis, Marketing Effectiveness, Customer Insight, Shopper Marketing, Database Marketing, Marketing Research, Strategic Insights, Web Analytics, Multi-channel Marketing, Enterprise Architecture, Enterprise Risk..., Informatics, Forecasting, Pricing Optimization, Distribution Analysis, Supply Chain..., Solution Selling, Business Development, New Business Development, Direct Sales, Recruiting, Retained Search, Executive Search, Insurance, Consumer Package Goods, Retail, Healthcare, Telecommunications, Digital Media

Education
Delhi University   1972 — 1974
M.S., Physics

Faculty of Management Studies - University of Delhi   1974 — 1976
MBA, Marketing

Hindu College   1969 — 1972
Bachelor's Degree, Physics

Marc Bushey Marc Bushey Greater Boston Area Details
Marc Bushey's New York Life Experience February 2005 - Present
Job Financial Services Professional at New York Life
Industry Insurance
Experience
New York Life   February 2005 - Present

Skills
Strategic Financial..., Investments, Fixed Annuities, Retirement Planning, IRAs, Retirement, Life Insurance, Long Term Care Insurance, Series 7, Mutual Funds, Series 63, Series 6, 401k, Long-term Care, Disability Insurance

Education
Babson College   1989 — 1993
Bachelor of Science (BS), Finance/Investments

Greely High School   1985 — 1989
Degree

Paneendra (Paul) Tirupathi Paneendra (Paul) Tirupathi Tampa/St. Petersburg, Florida Area Details
Paneendra (Paul) Tirupathi's New York Life Experience September 2006 - April 2013
Job Datawarehouse Consultant
Industry Insurance
Experience
Business Data Professionals, Inc   April 2013 - Present
New York Life   September 2006 - April 2013
Atex Media command   2001 - 2006
PricewaterhouseCoopers  2000 - 2001
Computer Consultants of America, Inc  1994 - 2000

Skills
Enterprise Architecture, SDLC, Data Warehousing, Business Intelligence, Microsoft SQL Server, Architecture, IT Strategy, Oracle, SQL, Databases, Data Modeling, Oracle Applications

Education
Texas Tech University   1992 — 1994
Master of Science, Engineering

Acharya Nagarjuna University   1986 — 1990
Bachelor of Technology, Engineering

Sara Badler Sara Badler Greater New York City Area Details
Sara Badler's New York Life Experience 2009 - Present
Job Senior Managing Director Head of Legal and Compliance New York Life Investments
Industry Legal Services
Experience
New York Life   2009 - Present
New York Life Investment Management  2009 - Present
New York Life Insurance Company  2004 - 2009
Morgan Stanley Investment Management  June 2002 - July 2002
Van Kampen Investments  September 1999 - May 2002
OppenheimerFunds  December 1987 - July 1992
Damson Oil Corporation  September 1984 - November 1987

Education
Bank Street College of Education   1992 — 1994
M.A., Early Childhood Education

Fordham University School of Law   1981 — 1984
J.D., Law

Cornell University   1977 — 1981

CARLOTTA E. LIGHTNER CARLOTTA E. LIGHTNER Greater Atlanta Area Details
CARLOTTA E. LIGHTNER's New York Life Experience September 1980 - December 1985
Job DUE DILIGENCE UNDERWRITER at THE CLAYTON GROUP
Industry Banking
Experience
THE CLAYTON GROUP  September 2004 - Present
RPI / Responsco   2004 - Present
RPI - RESPONSECO   March 2003 - October 2003
TRAVEL TEMPS   1993 - 2001
AMERICAN EXPRESS TRAVEL RELATED SERVICES  1987 - 1992
New York Life   September 1980 - December 1985
PLYMOUTH SHOPS   March 1980 - August 1980

Education
CAPSTONE SCHOOL OF FINANCE   1998 — 1998
MORTGAGE PROCESSING

INSTITUTE OF CERTIFIED TRAVEL COUNSELORS   1988 — 1991
TRAVEL

Baruch College, City University of New York (CUNY)   1977 — 1980
B.B.A., MANAGEMENT

Fashion Institute of Technology   1974 — 1976
A.A.S., FASHION BUYING AND MERCHANDISING

CATHEDRAL HIGH SCHOOL - NEW YORK   1964 — 1968
COLLEGE PREP

Orlando Robles/NYLIC Orlando Robles/NYLIC Greater New York City Area Details
Orlando Robles/NYLIC's New York Life Experience
Job Accounting Consultant at New York Life
Industry Financial Services
Experience
New York Life  

Education
Baruch College, City University of New York (CUNY)   1996 — 2000

Peter Razukas Peter Razukas San Francisco Bay Area Details
Peter Razukas's New York Life Experience July 2004 - December 2007
Job Product Marketing Manager Dolby Labs Home Theatre Group
Industry Consumer Electronics
Experience
Dolby Laboratories  March 2009 - Present
Calypso Technology  March 2008 - March 2009
Charles Schwab  2008 - 2008
New York Life   July 2004 - December 2007
Oyster Bay Pump Works  2000 - 2004

Education
Baruch College, City University of New York (CUNY)   2007 — 2007
None, Graduate Coursework

Bucknell University   1997 — 2001

Derek Houser Derek Houser Waco, Texas Area Details
Derek Houser's New York Life Experience March 2008 - Present
Job Partner with New York Life
Industry Financial Services
Experience
New York Life   March 2008 - Present

Education
Baylor University   1997 — 2001
BBA, Marketing

Baylor University - Hankamer School of Business   1997 — 2001

Tanya Taylor, CPA Tanya Taylor, CPA Greater New York City Area Details
Tanya Taylor, CPA's New York Life Experience October 2006 - April 2015
Job Corporate Vice President, New York Life
Industry Insurance
Experience
Federal Reserve Bank of New York  April 2015 - Present
New York Life   October 2006 - April 2015
Moody's Investors Service  2003 - 2006
GOLDMAN SACHS  2002 - 2003
DELOITTE & TOUCHE  1998 - 2002

Skills
Internal Controls, Accounting, GAAP, Finance, Auditing, Financial Analysis, General Ledger, Financial Reporting, Risk Management, Sarbanes-Oxley Act, SEC filings, Financial Services, Corporate Finance, Financial Statements, Analysis

Education
City University of New York-Baruch College
B.B.A., Accounting (Honors)

James T. Katikos James T. Katikos Scottsdale, Arizona Details
James T. Katikos's New York Life Experience April 2006 - June 2007
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  September 2011 - Present
Merrill Edge  May 2011 - August 2011
USAA  June 2009 - May 2011
USAA  August 2007 - June 2009
New York Life   April 2006 - June 2007

Education
Arizona State University, W. P. Carey School of Business   2009 — 2011
MBA, Finance

Western Michigan University - Haworth College of Business   2002 — 2006
B.B.A., Personal Financial Planning

Howard Fugate Howard Fugate New York, New York Details
Howard Fugate's New York Life Experience June 2005 - May 2006
Job AVP, Relationship Manager
Industry Financial Services
Experience
HSBC  March 2014 - Present
JPMorgan Chase  January 2012 - March 2014
JPMorgan Chase & Co.   January 2009 - December 2011
JPMorgan Chase & Co.   May 2006 - December 2008
New York Life   June 2005 - May 2006

Skills
Series 6, Series 63, Retirement Planning, Financial Analysis, Financial Modeling, Series 7, Investments, Mutual Funds, Commercial Lending, Loans, Estate Planning, Mortgage Lending, Credit, Credit Analysis, Wealth Management, Corporate Finance, Securities, Commercial Banking, Equities, Banking, Portfolio Management, Finance, Cash Management, Capital Markets, Strategic Financial..., Investment Banking, Cash Flow, Forecasting, Financial Services, Financial Planning

Education
Baruch College, City University of New York (CUNY)   2008 — 2011
MBA, Finance

University of Michigan   1999 — 2004
Bachelor of Arts (B.A.), Political Science and Government

Lincoln-Sudbury   1995 — 1999

Sarah Leibowitz-Kaplan Sarah Leibowitz-Kaplan Greater New York City Area Details
Sarah Leibowitz-Kaplan's New York Life Experience
Job Asset Manager at New York Life
Industry Real Estate
Experience
New York Life  

Education
Baruch College, City University of New York (CUNY)   2002 — 2006

Anna Rose Estandarte Anna Rose Estandarte San Diego, California Details
Anna Rose Estandarte's New York Life Experience July 2013 - March 2014
Job In process of starting a new career.
Industry Consumer Services
Experience
New York Life   July 2013 - March 2014
Treadwell & Rollo, A Langan Company   August 2006 - April 2011
ETIC Engineering  October 2005 - August 2006

Skills
Groundwater, Soil, Sampling, Engineering, Geotechnical Engineering, Civil Engineering, Environmental Awareness

Education
Marinduque State College   1999 — 2004

Fannie Huang Fannie Huang Greater New York City Area Details
Fannie Huang's New York Life Experience October 2008 - August 2012
Job Senior Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company  November 2014 - Present
New York Life Insurance Company  August 2012 - November 2014
New York Life   October 2008 - August 2012
American International Group, Inc.   April 2008 - May 2008
IRS Volunteer Income Tax Assistance Program  January 2007 - April 2007

Skills
Financial Analysis, Fixed Income, Equities, PowerPoint, Microsoft Word, Analysis

Education
City University of New York-Baruch College - Zicklin School of Business   2004 — 2008
Bachelor of Business Administration (BBA), Finance

City University of New York-Baruch College
BBA, Finance

Janet Chow Janet Chow Greater New York City Area Details
Janet Chow's New York Life Experience January 1990 - Present
Job Senior Actuarial Associate at New York Life
Industry Insurance
Experience
New York Life   January 1990 - Present

Skills
Marketing Research, Accounting, Mutual Funds, Customer Service, Call Center, Pension Consultant

Education
Baruch College   1985 — 1989
Bachelor of Business, Marketing Management

County College of Morris
Human Services, General

Bobby Fulk Bobby Fulk Greensboro/Winston-Salem, North Carolina Area Details
Bobby Fulk's New York Life Experience January 1990 - January 1993
Job Construction Project Manager at PNC
Industry Financial Services
Experience
PNC  February 2012 - Present
BB&T  August 2001 - December 2011
BB&T  August 2001 - November 2002
B/E AEROSPACE, AIRCRAFT SEATING PRODUCTS GROUP   January 1998 - January 2001
HOUSING AUTHORITY  January 1993 - January 1998
NEW YORK LIFE   January 1990 - January 1993
Piedmont Aviation Supply   January 1989 - January 1990
USAIR/PIEDMONT AIRLINES   January 1984 - January 1990
Piedmont Aviation, Inc   January 1988 - January 1989

Skills
SharePoint, Planon, JD Edwards, Budgeting, Construction, Contract Management, Procurement, Microsoft Office, Budgets, Construction Management, Purchasing, Leadership, Management, Process Improvement, Project Planning, Vendor Management, Training, Cross-functional Team..., Contract Negotiation, Project Management, Team Building, Risk Management, Customer Service, Operations Management, Strategic Planning, Banking, Negotiation, Finance, Financial Analysis, Facilities Management

Education
Appalachian State University   1980 — 1984
Bachelor of Science, Business Administration; Accounting and Information Systems

Appalachian State University   1979 — 1984
BSBA, Accounting & Information Systems

Charlie Hagains Charlie Hagains Amarillo, Texas Area Details
Charlie Hagains's New York Life Experience May 1988 - Present
Job New York Life, Insurance Professional
Industry Insurance
Experience
New York Life   May 1988 - Present
Denison, TX   September 1976 - May 1988
Amarillo, TX & San Francisco, CA.   March 1966 - September 1976

Skills
Life Insurance and..., Term Life Insurance, Whole Life, Universal Life, Health Insurance, Insurance, Disability Insurance, Long-term Care, Long Term Care Insurance, Sales, Commercial Insurance, Customer Service, Public Speaking, Series 6, Property & Casualty...

Education
West Texas A&M University   1968 — 1970
Business

Amarillo College   1965 — 1967
Business Administration and Management, General

Patricio Soza Patricio Soza Greater Los Angeles Area Details
Patricio Soza's New York Life Experience
Job Master's of Art in Psychology
Industry Hospital & Health Care
Experience
New York Life  

Skills
Retirement Planning, Financial Planning, Financial Analysis, Insurance, Retirement, Investments, Team Building, Leadership, Asset Allocation, Mutual Funds, Portfolio Management, IRAs, Management

Education
Antioch University-Los Angeles   2013 — 2015
Master of Arts (M.A.), LGBT studies

Ostap Mohyla Ostap Mohyla Greater New York City Area Details
Ostap Mohyla's New York Life Experience
Job CVP at New York Life
Industry Insurance
Experience
New York Life  

Education
Baruch College, City University of New York (CUNY)   1971 — 1973

Jennica Fulton Jennica Fulton Little Rock, Arkansas Area Details
Jennica Fulton's New York Life Experience June 2007 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life   June 2007 - Present
Keeling Company  January 2004 - June 2007

Education
University of Arkansas at Little Rock   2002 — 2006
BSBA, Business / Marketing

Arkansas State University   1998 — 2001
Business/Marketing

Ed Walsh Ed Walsh Greater New York City Area Details
Ed Walsh's New York Life Experience June 1998 - Present
Job Corporate Vice President at New York Life
Industry Insurance
Experience
New York Life   June 1998 - Present
Prudential Insurance  June 1995 - May 1998

Skills
Business Analysis, Document Management, Enterprise Architecture, Enterprise Content..., Vendor Management, Telecommunications, Strategic Planning, SDLC, Product Development, Process Improvement, Requirements Analysis, Management, Leadership, IT Strategy, Insurance, Financial Services

Education
Baruch College, City University of New York (CUNY)   2000 — 2004
MS, Information Systems

The College of New Jersey   1990 — 1994
BA, History

George R Mc Geary, CLU, ChFC George R Mc Geary, CLU, ChFC Greater Denver Area Details
George R Mc Geary, CLU, ChFC's New York Life Experience March 1975 - Present
Job Agent at New York Life
Industry Insurance
Experience
New York Life   March 1975 - Present

Education
Adams State University   1964 — 1968
BA, Economics, Business Administration

Garfield Willis Garfield Willis Greater New York City Area Details
Garfield Willis's New York Life Experience 2006 - March 2008
Job Attorney
Industry Law Practice
Experience
New York Life   2006 - March 2008
New York City Commission on Human Rights  April 2002 - December 2006
Metropolitan College of New York  2004 - 2006

Education
Pace University School of Law   1998 — 2001
JD, law

Baruch College, City University of New York (CUNY)   1991 — 1995
BBA, Finance and Investment

Hai Trinh, MBA; FFSI; FLMI, LLIF Hai Trinh, MBA; FFSI; FLMI, LLIF Washington D.C. Metro Area Details
Hai Trinh, MBA; FFSI; FLMI, LLIF's New York Life Experience January 2005 - August 2007
Job CEO at TransPacific Pawthway Link LLC
Industry International Trade and Development
Experience
TransPacific Pawthway Link LLC   November 2014 - Present
HTKH International Inc.   January 2012 - December 2014
Mekong Land   November 2010 - July 2012
Lien Viet Holdings   February 2010 - October 2010
Indochina Capital  September 2007 - March 2010
New York Life   January 2005 - August 2007
New York Life International  January 2000 - December 2004

Skills
Business Development, Investment Advisory, Financial Advisory, Private Equity, Emerging Markets, Management Consulting, Business Strategy, Strategic Planning, Marketing Strategy, International Trade, Life Insurance, General Insurance, Investments, Financial Analysis, Valuation, Mergers, Entrepreneurship, Risk Management, Business Planning, Negotiation, Mergers & Acquisitions, Due Diligence, Contract Negotiation, Insurance, Finance, Management, Market Research, Asset Management, Venture Capital, International Business, Financial Modeling, Strategy, Restructuring, Investment Banking

Education
University of Pennsylvania - The Wharton School   2003 — 2003
Leadership Certificate, Leadership

The George Washington University - School of Business   1997 — 1999
MBA, Finance and Investment

Foreign Trade University (FTU) of Hanoi   1992 — 1992
Certificate of International Trade Professional, International Business and International Trading, Forwarding and Transportation, Payment Terms...

National Economics University (NEU), Hanoi   1982 — 1986
BE, Economics and Commerce

LOMA Financial Services Education, FFSI and FLMI Designations
FFSI, FLMI

Limra Leadership Institute, LLIF Designation
LLIF, Finance, Marketing, Inter-personal Skill and Leadership for Executives in Financial Services

Truòng Dai hoc Ngoai ngu Hànôi

Angela Mira Choo Angela Mira Choo Greater New York City Area Details
Angela Mira Choo's New York Life Experience April 2010 - Present
Job Compliance CVP at New York Life
Industry Financial Services
Experience
New York Life   April 2010 - Present
Legg Mason, Inc  July 2006 - May 2011
New York Life   July 2004 - July 2006
Good Morning Shinhan Securities, Inc.   June 2001 - July 2004

Skills
Compliance, Securities, Investments, Asset Management, Asset Managment, Insurance, Financial Services, Risk Management

Education
Baruch College, City University of New York (CUNY)   2000 — 2004
MBA, General MBA

Lafayette College   1992 — 1996
BS, Biology

Galina Ksendzov, FLMI Galina Ksendzov, FLMI Greater New York City Area Details
Galina Ksendzov, FLMI's New York Life Experience May 1998 - Present
Job Corporate Vice President, Information Systems
Industry Insurance
Experience
New York Life   May 1998 - Present
Guardian Life Insurance  September 1992 - May 1998
Washington National Life of NY   1987 - 1992

Skills
Insurance, Data Modeling, Annuities, SQL, systems analysis, System Design, Systems Analysis, Project Management, Management, Fixed Annuities, Business Process, Financial Services, Analysis, Life Insurance, Databases, Project Planning, Business Analysis, SDLC, Requirements Analysis

Education
Saint Petersburg State University of Engineering and Economics   1974 — 1980
MS, Economics, Statistics, Electical Engineering

Joy E. Thorbjornsen-Coates Joy E. Thorbjornsen-Coates Greater Chicago Area Details
Joy E. Thorbjornsen-Coates's New York Life Experience July 1989 - March 1998
Job Senior Account Executive at Principal Financial Group Princor Registered Representative, Advisor Representative
Industry Financial Services
Experience
Principal Financial Group  May 1998 - Present
Small Fish Radio and Courier 12 Collective   2013 - Present
Lincoln Square Theatre   2002 - 2014
New York Life   July 1989 - March 1998
Center Theatre, Chicago   1986 - 1989

Skills
Employee Benefits, Insurance, Event Planning, Acting, Retirement Planning, Public Speaking, Theatre, Music, Copywriting

Education
Augustana College   1977 — 1981
BA, Speech/Communication - Theatre Concentration

Buffalo Grove HS   1973 — 1977

Thornton Michaux Thornton Michaux Greenville, South Carolina Area Details
Thornton Michaux's New York Life Experience 1989 - 1999
Job
Industry Information Technology and Services
Experience
Velocity Performance   August 2011 - September 2014
Wealthbrook Advisors   August 2013 - February 2014
Securities America, Inc.   July 2003 - August 2011
Old Forest Software   1999 - 2002
New York Life   1989 - 1999

Skills
Investment Strategies, Portfolio Management, IRAs, Series 24, Financial Services, Series 6, Financial Planners, Wealth, Life Insurance, Equities, Relationship Management, Series 65, FINRA, Separately Managed..., Risk Management, Pensions, ETFs, Investment Management, High Net Worth..., New Business Development, 401k, Investment Advisory, Series 63, Series 7, Retirement Planning, Lead Generation, Marketing Strategy, Business Development

Education
Auburn University   1981 — 1985
BS- Business, Marketing

Yonique Malbranche,CRMA, CRISC, CISSP, CISA, CIA Yonique Malbranche,CRMA, CRISC, CISSP, CISA, CIA New York, New York Details
Yonique Malbranche,CRMA, CRISC, CISSP, CISA, CIA's New York Life Experience 2001 - 2005
Job Enterprise Risk Management Professional
Industry Financial Services
Experience
Global Financial Institution  November 2013 - Present
Protiviti  May 2013 - November 2013
NYSE Euronext  2005 - 2013
NYU-SCPS, New York University Graduate Programs of Management and Information Technology   2010 - 2012
New York Life   2001 - 2005
JPMorgan Chase (Washington Mutual Bank)   1997 - 2000

Skills
Business Continuity, Risk Assessment, Disaster Recovery, Risk Management, IT Audit, CISA, Banking, Information Security..., ITIL, Financial Risk, Auditing, Operational Risk..., Business Analysis, Information Technology, Enterprise Risk..., Governance, Information Security, CISSP, Sarbanes-Oxley Act, Leadership, AML, Business Continuity..., COBIT, Internal Audit, Finance, Security, Business Process...

Education
Pace University - Lubin School of Business
Masters of Science, Management Information Systems

Baruch College
Bachelor of Business Administration (B.B.A.), Accounting

Virginia Martello Virginia Martello Greater New York City Area Details
Virginia Martello's New York Life Experience Vice President - Talent DevelopmentNew York Life Insurance Company2008 - Present
Job Vice President at New York Life
Industry Insurance
Experience
New York Life   Vice President - Talent DevelopmentNew York Life Insurance Company2008 - Present

Skills
Insurance, Mutual Funds, Retirement Planning, Financial Services, Fixed Annuities, Program Management, Retirement, Talent Acquisition, Life Insurance, IRAs, Series 6, 401k, Management, Risk Management, Disability Insurance, Team Building, Leadership, Change Management, Long-term Care, Series 7

Education
Adelphi University
Master of Business Administration (M.B.A.), Finance and Financial Management Services

State University of New York College at Geneseo
Bachelor’s Degree, Business Administration and Management, General

Betty Kendra Betty Kendra Augusta, Georgia Area Details
Betty Kendra's New York Life Experience February 2003 - Present
Job Agent at New York Life
Industry Financial Services
Experience
Kendra Financial Group, Inc.   Vice-PresidentKendra Financial Group, Inc.February 2006 - Present
New York Life   February 2003 - Present
Cerex Advanced Fabrics  1994 - 2003
BBA Fiberweb  1990 - 1994
Freudenberg Nonwovens  1983 - 1988
Kendall Company  1978 - 1983

Education
Augusta State University - College of Business Administration   1978 — 1982
BBA, Business

Alyssa Wick Thomas Alyssa Wick Thomas Greater New York City Area Details
Alyssa Wick Thomas's New York Life Experience May 2008 - August 2008
Job Benefits Consultant at Willis
Industry Insurance
Experience
Willis  May 2013 - Present
NFP Corporate Services (NY)   September 2012 - April 2013
NFP Corporate Services (NY)   April 2012 - September 2012
Nemco Brokerage  January 2012 - April 2012
Nemco Brokerage  May 2009 - December 2011
Undertone Networks  February 2009 - May 2009
CUNY Manhattan Relay For Life   September 2007 - May 2009
New York Life   May 2008 - August 2008
New York Life   2006 - 2006

Skills
Outlook, PowerPoint, Microsoft Excel, Employee Benefits, Microsoft Word, Microsoft Office, Event Planning, Research, Strategic Planning, Marketing Communications, Recruiting, Account Management, Benefits Administration, COBRA, Customer Service, Health Insurance, Health Savings Accounts

Education
City University of New York-Baruch College   2011 — 2014
Masters in Public Administration, Health Care Policy

City University of New York-Baruch College - Zicklin School of Business   2005 — 2009
BBA, Industrial/Organizational Psychology

Townsend Harris HS   2001 — 2005
Honors Humanities

A. Caleb Gattegno A. Caleb Gattegno Greater New York City Area Details
A. Caleb Gattegno's New York Life Experience July 2006 - Present
Job Applications Engineer at New York Life
Industry Information Technology and Services
Experience
New York Life   July 2006 - Present
TriTek Solutions  February 2004 - July 2006
Donovan Data Systems  March 2001 - November 2003
Prudential Financial  August 1997 - October 2000
Memorial Sloan-Kettering Cancer Center  September 1993 - February 1996

Skills
C#, C++, C, VB.NET, SQL, Microsoft SQL Server, PL/SQL, Application Architecture, Solution Architecture, Data Architecture, Data Modeling, Oracle, Windows, Windows Services, Web Services, SlickEdit, Visual Studio, FileNet, Document Imaging, Workflow Software, Business Analysis, Project Management, Systems Analysis, Scanners, Datacap, Visio, Microsoft Office

Education
Baruch College, City University of New York (CUNY)   1989 — 1991

Jan Morgan-Swegle Jan Morgan-Swegle Cleveland/Akron, Ohio Area Details
Jan Morgan-Swegle's New York Life Experience Director of OperationsNew York Life Insurance2008 - Present
Job Director at New York Life
Industry Financial Services
Experience
New York Life   Director of OperationsNew York Life Insurance2008 - Present
The Chase Manhattan Bank  1992 - 1999
Chemical Bank  1992 - 1996

Education
Baldwin Wallace University   1984 — 1991
Bachelors, Communication; Business

Betty Kendra Betty Kendra Augusta, Georgia Area Details
Betty Kendra's New York Life Experience February 2003 - Present
Job Agent, New York Life
Industry Financial Services
Experience
New York Life   February 2003 - Present
Cerex Advanced Fabrics  1990 - 2003
Freudenberg Nonwovens  1986 - 1988
Freudenberg Spunweb   1983 - 1988

Education
Augusta State University - College of Business Administration   1978 — 1982
BBA, Management

Butler High School   1975 — 1978

Aisling O'Neill Aisling O'Neill Greater New York City Area Details
Aisling O'Neill's New York Life Experience September 1994 - December 1997
Job System Analyst Senior Advisor/Release Manager at Anthem Inc
Industry Health, Wellness and Fitness
Experience
Anthem, Inc.   March 2011 - Present
Aetna  June 2007 - March 2011
Aetna  March 2005 - June 2007
Aetna  March 1999 - March 2005
Aetna  January 1998 - March 1999
New York Life   September 1994 - December 1997
New York Life   September 1991 - June 1994

Skills
Quality Assurance, Software Documentation, Testing, Health Insurance, Training, Troubleshooting, Project Planning, Mainframe, SDLC, Requirements Analysis, Claim, HIPAA, Process Improvement, Insurance, Business Analysis, User Acceptance Testing, Requirements Gathering, Resource Management

Education
Abbeyfeale Vocational School   1991 — 1991
Certificate, Business Administration

St. Patrick's College, Maynooth   1989 — 1991
Bachelor of Business Administration (BBA)

Shannon Salser Shannon Salser Cleveland, Ohio Details
Shannon Salser's New York Life Experience August 1995 - Present
Job Senior Associate at New York Life Insurance
Industry Financial Services
Experience
New York Life   August 1995 - Present
Earlham College  1993 - 1995

Skills
Series 6, Fixed Annuities, Life Insurance, Variable Annuities, Retirement, Insurance, Disability Insurance, Long Term Care Insurance, Mutual Funds, Series 63, Long-term Care, Term Life Insurance

Education
Ball State University   1992 — 1993
MA, Student Personal Administration

Denison University   1987 — 1991
BA, English Writing

Malabar   1984 — 1987

Vincent Miseo Vincent Miseo Greater New York City Area Details
Vincent Miseo's New York Life Experience October 2003 - August 2013
Job Financial Services Professional at Emerald Financial Resources
Industry Financial Services
Experience
Emerald Financial Resources/ Mass Mutual Financial Group   September 2013 - Present
New York Life   October 2003 - August 2013
M and R Annunziata   October 1985 - September 2003
Cal-Mar Wholesale Meat   March 1982 - October 1985

Skills
Insurance, Fixed Annuities, Retirement, Strategic Financial..., Retirement Planning, Long-term Care, Life Insurance, Disability Insurance, Investments, Long Term Care Insurance, IRAs, Financial Services, Mutual Funds, Estate Planning, Employee Benefits, Financial Analysis, Series 6, Securities, Investment Strategies, Skills - Asset..., Sales, Underwriting, Property & Casualty..., 401k, Roth IRA, Financial Planners, Term Life Insurance, Risk Management, Series 63, Wealth Management, Finance, Health Insurance, Financial Planning, Leadership, Small Business, Marketing

Education
City University of New York-College of Staten Island   1985 — 1986

Baruch College, City University of New York (CUNY)   1982 — 1986

Baruch College, City University of New York (CUNY)   1982 — 1985
Accounting

Baruch College, City University of New York (CUNY)   1978 — 1983
bs, marketing accounting

Alix Mercharles Alix Mercharles Greater New York City Area Details
Alix Mercharles's New York Life Experience July 2003 - Present
Job IPS Specialist at New York Life
Industry Insurance
Experience
New York Life   July 2003 - Present
New York Life Insurance Co  January 2003 - Present
Paging Network  January 1998 - May 2003

Skills
Management, Auditing, Accounts Receivable, Accounts Payable, Accounting, Account Reconciliation

Education
Baruch College, City University of New York (CUNY)   1998 — 2003
BBA, Economics/Finance

CUNY Bernard Baruch College
Bachelor, Business Administration; Finance; Economics

Donald Colson, MSFS, CLU, ChFC, RICP Donald Colson, MSFS, CLU, ChFC, RICP Savannah, Georgia Area Details
Donald Colson, MSFS, CLU, ChFC, RICP's New York Life Experience June 2011 - July 2012
Job Senior Development Manger at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company  June 2013 - Present
New York Life   June 2011 - July 2012
New York Life Insurance Company  March 2009 - June 2011
New York Life Insurance Company  April 2004 - March 2009
Canada Life  December 2000 - December 2004
Confederation Life  1990 - 1995

Skills
Retirement Planning, Insurance, Long Term Care, Long-term Care, Fixed Annuities, Strategic Financial..., Estate Planning, Disability Insurance, Curriculum Development, Training Delivery, Sales Rep Training, Life Insurance, Business Planning, Leadership, Training, Investments, Retirement, Pensions, Sales Management, Term Life Insurance, Wealth Management, Mutual Funds, IRAs, Wealth, Financial Planners, Financial Advisory, Long Term Care Insurance, Financial Services, Health Insurance, Relationship Management, Investment Strategies, Investment Advisory, 401k, Small Business, Variable Annuities, Portfolio Management, Series 63, Financial Risk, Investment Management, Brokers, Alternative Investments, Asset Management, Risk Management, Series 7, Securities, Employee Benefits, General Insurance, Finance

Education
Auburn University   1973 — 1978
B.S., Geology

The American College   1999 — 2004
MS, Financial Services

Cathy Sobers Cathy Sobers Greater New York City Area Details
Cathy Sobers's New York Life Experience 2013 - 2013
Job Life Coach
Industry Professional Training & Coaching
Experience
New York Life   2013 - 2013
New York Life   2013 - 2013
New York Life   2013 - 2013
Crate & Barrel  July 2007 - March 2011
British Airways  February 2001 - March 2006
British Airways  October 1994 - February 2001

Skills
Training, Management, Team Building, Customer Service, Coaching, Change Management, Strategic Planning, Sales, Public Speaking, Leadership

Education
Oxford-Brookes University   1999 — 2000
Certificate, Management

Baruch College, City University of New York (CUNY)   1985 — 1989
BBA, Marketing

City University of New York
Bachelor of Business Administration (BBA), Marketing

Eric Stubbert Eric Stubbert United States Details
Eric Stubbert's New York Life Experience April 2014 - Present
Job Sales & Marketing | Entrepreneur
Industry Financial Services
Experience
New York Life   April 2014 - Present
Warrior Wellness, LLC   September 2013 - March 2014
Sennheiser Electronic Corporation  August 2007 - September 2013
Sennheiser Electronic Corporation  June 2006 - June 2007
Eli Lilly  August 1999 - June 2006
Pfizer  August 1997 - August 1999
Guitar Center  June 1995 - August 1997

Skills
Product Marketing, Sales Operations, Sales, Consumer Electronics, Marketing, Sales Management, Product Management, Management, B2B, Sound, Marketing Strategy, Competitive Analysis, Marketing Management, Leadership, Strategic Partnerships, AV, Music, Retail, New Business Development, Sales Process, Product Launch, Key Account Management, Direct Sales, Relationship Management, Team Building, E-commerce, Trade shows, Strategic Planning, B2B Marketing Strategy, Forecasting, Retail Category..., Guaranteed Lifetime..., Life Insurance, Fixed Annuities, Trade Shows

Education
Babson College   2000 — 2004
MBA, Management

Northeastern University   1991 — 1995
B.S., Music

Bishop Connolly High School   1987 — 1991

Chuck Van Devander Chuck Van Devander Des Moines, Iowa Area Details
Chuck Van Devander's New York Life Experience 2002 - 2007
Job SVP at Global Atlantic
Industry Insurance
Experience
Global Atlantic  November 2014 - Present
American General Life Co   May 2013 - November 2014
Aviva USA  2007 - May 2013
Waukee school district   2009 - 2013
New York Life   2002 - 2007
Security Life of Denver  1994 - 2002

Skills
Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Term Life Insurance, Retirement, Underwriting, Strategic Financial..., Disability Insurance, Estate Planning, Universal Life, Reinsurance

Education
University of Denver - Sturm College of Law   1992 — 1995
JD, Law, Taxation

Arizona State University   1990 — 1992
Bachelor of Science (BS), Accounting

T. William Coniam, CPCU T. William Coniam, CPCU Phoenix, Arizona Area Details
T. William Coniam, CPCU's New York Life Experience November 2008 - February 2009
Job Field Representative at ISO
Industry Financial Services
Experience
ISO (Insurance Services Office) - Verisk Insurance Solutions   March 2013 - Present
United States Marine Corps  November 2005 - November 2013
USAA  January 2010 - March 2013
American Family Insurance  February 2009 - January 2010
New York Life   November 2008 - February 2009
City of Scottsdale  May 2005 - October 2007

Skills
Insurance, Leadership, Risk Management, Property & Casualty..., Underwriting, Customer Service, Process Improvement, Training, Team Building, Loss Control, Commercial Insurance, Time Management, Military, Security, Loss Prevention, Analysis, Liability, Political Science, Commercial Property..., Claims Investigations, Loss Reduction, Data Entry, Organizational..., Conflict Resolution, Claims Handling, Security Clearance, Critical Thinking, Budgets, Insurance Fraud, Rate Integrity, Critical Analysis, Sociology, Property Condition..., Innovation, Business Ethics, Auto Claims

Education
The Institutes (AICPCU)   2010 — 2012
Chartered Property Casualty Underwriter, Insurance

Arizona State University   2003 — 2008
Bachelor of Interdisciplinary Studies, Political Science and Sociology

Mountain Ridge High School   1999 — 2003

Helene Sullivan Helene Sullivan Grafton, Massachusetts Details
Helene Sullivan's New York Life Experience January 2008 - November 2012
Job recruiter at JCSI
Industry Staffing and Recruiting
Experience
JCSI  September 2013 - Present
New York Life   January 2008 - November 2012

Education
Assumption College
English

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