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
Riley Tigert Riley Tigert's New York Life Experience May 2010 - August 2010
Job Financial Analyst at Zoes Kitchen
Industry Restaurants
Experience
Zoes Kitchen July 2015 - Present
EquityMetrix, LLC November 2014 - July 2015
EquityMetrix, LLC 2014 - 2014
Q Investments March 2012 - December 2012
Cohen Kennedy Dowd & Quigley June 2011 - July 2011
New York Life May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Management, Research, Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Word, Access, Public Speaking, Analysis, Team Leadership, Outlook
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Zoes Kitchen July 2015 - Present
EquityMetrix, LLC November 2014 - July 2015
EquityMetrix, LLC 2014 - 2014
Q Investments March 2012 - December 2012
Cohen Kennedy Dowd & Quigley June 2011 - July 2011
New York Life May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Management, Research, Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Word, Access, Public Speaking, Analysis, Team Leadership, Outlook
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Andrew Pevoto Andrew Pevoto's New York Life Experience 2006 - 2007
Job Real Estate Development for S&K Development
Industry Real Estate
Experience
S&K Development 2010 - Present
Omni Power & Energy 2010 - 2012
StarVision Sports 2008 - 2010
Carter Wealth Management 2006 - 2008
New York Life 2006 - 2007
M2 Capital Partners June 2006 - August 2006
Kelly, Hart, & Hallman June 2005 - August 2005
Skills
Business Development, Business Planning, Business Strategy, Finance, New Business Development, Budgets, Strategic Financial..., Investments, Due Diligence, Project Management, Entrepreneurship, Mergers & Acquisitions, Real Estate, Strategic Planning, Marketing, Strategy, Sales
Education
Texas Christian University 2002 — 2006
Finance, Real Estate, Financial Accounting, Investments, Marketing
S&K Development 2010 - Present
Omni Power & Energy 2010 - 2012
StarVision Sports 2008 - 2010
Carter Wealth Management 2006 - 2008
New York Life 2006 - 2007
M2 Capital Partners June 2006 - August 2006
Kelly, Hart, & Hallman June 2005 - August 2005
Skills
Business Development, Business Planning, Business Strategy, Finance, New Business Development, Budgets, Strategic Financial..., Investments, Due Diligence, Project Management, Entrepreneurship, Mergers & Acquisitions, Real Estate, Strategic Planning, Marketing, Strategy, Sales
Education
Texas Christian University 2002 — 2006
Finance, Real Estate, Financial Accounting, Investments, Marketing
Douglas Gilbert, LUTCF,CWS® Douglas Gilbert, LUTCF,CWS®'s New York Life Experience May 2001 - August 2004
Job Regional Vice President at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors June 2013 - Present
Westwood Holdings Group, Inc. March 2012 - January 2013
First National Wealth Advisors July 2008 - March 2012
Orizon Group April 2006 - May 2008
Legacy Fitness DBA Anytime Fitness July 2006 - January 2007
Benchmark Financial LLC August 2004 - March 2006
New York Life May 2001 - August 2004
Skills
Trust Services, Investment Advisory, Asset Management, Registered Investment..., Private Client Services, Wealth Management, Financial Planning, Estate Planning, Foundation Management, Insurance Planning, New Business Development, Relationship Management, Strategic Financial..., Financial Planners, Private Clients, Wealth Management..., Wealth, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Non-profit..., Insurance, Retirement Planning, Investments
Education
Wayne State College 1997 — 2001
BS, Business Administration and Marketing
Boston Institute of Finance
CFP®, Certified Financial Planner, Currently scheduled for 03/2014 FInal Exam
Cannon Financial Institute 2010 — 2011
CWS®, Certified Wealth Strategist
The American College 2002 — 2003
LUTCF, Life Underwriter Training Counsel Fellow Designation
Mercer Advisors June 2013 - Present
Westwood Holdings Group, Inc. March 2012 - January 2013
First National Wealth Advisors July 2008 - March 2012
Orizon Group April 2006 - May 2008
Legacy Fitness DBA Anytime Fitness July 2006 - January 2007
Benchmark Financial LLC August 2004 - March 2006
New York Life May 2001 - August 2004
Skills
Trust Services, Investment Advisory, Asset Management, Registered Investment..., Private Client Services, Wealth Management, Financial Planning, Estate Planning, Foundation Management, Insurance Planning, New Business Development, Relationship Management, Strategic Financial..., Financial Planners, Private Clients, Wealth Management..., Wealth, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Non-profit..., Insurance, Retirement Planning, Investments
Education
Wayne State College 1997 — 2001
BS, Business Administration and Marketing
Boston Institute of Finance
CFP®, Certified Financial Planner, Currently scheduled for 03/2014 FInal Exam
Cannon Financial Institute 2010 — 2011
CWS®, Certified Wealth Strategist
The American College 2002 — 2003
LUTCF, Life Underwriter Training Counsel Fellow Designation
Jeff Kimball, CFP® Jeff Kimball, CFP®'s New York Life Experience 2007 - 2014
Job CERTIFIED FINANCIAL PLANNER (TM) Agency Sales Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2014 - Present
New York Life Insurance Company February 2007 - June 2014
MassMutual Financial Group 2014 - 2014
New York Life 2007 - 2014
Skills
Insurance, Retirement, Financial Services, Retirement Planning, Disability Insurance, Finance, Estate Planning, Leadership, IRAs, Recruiting, Financial Planners, Long Term Care Insurance, Fixed Annuities, Investments, Securities, Life Insurance, Mutual Funds, Strategic Financial..., 401k, Long-term Care, Financial Planning, Business Planning, Health Insurance, Financial Advisory, Term Life Insurance, Series 7, 401k Rollovers, Wealth Management, Series 6, Series 63, Investment Advisory, Roth IRA, Employee Benefits, Series 24
Education
The American College 2008 — 2014
LUTCF, Financial Planning and Services
Upper Iowa University 2000 — 2003
Bachelor of Science (BS), Finance, General
East High School Des Moines, Iowa
University of Iowa
University of Iowa
MassMutual Financial Group June 2014 - Present
New York Life Insurance Company February 2007 - June 2014
MassMutual Financial Group 2014 - 2014
New York Life 2007 - 2014
Skills
Insurance, Retirement, Financial Services, Retirement Planning, Disability Insurance, Finance, Estate Planning, Leadership, IRAs, Recruiting, Financial Planners, Long Term Care Insurance, Fixed Annuities, Investments, Securities, Life Insurance, Mutual Funds, Strategic Financial..., 401k, Long-term Care, Financial Planning, Business Planning, Health Insurance, Financial Advisory, Term Life Insurance, Series 7, 401k Rollovers, Wealth Management, Series 6, Series 63, Investment Advisory, Roth IRA, Employee Benefits, Series 24
Education
The American College 2008 — 2014
LUTCF, Financial Planning and Services
Upper Iowa University 2000 — 2003
Bachelor of Science (BS), Finance, General
East High School Des Moines, Iowa
University of Iowa
University of Iowa
Erik Olsen, MSFS, CLU, AEP Erik Olsen, MSFS, CLU, AEP's New York Life Experience October 1985 - August 1992
Job Owner/Managing Director at Erik Olsen Financial
Industry Financial Services
Experience
Erik Olsen Financial August 1992 - Present
New York Life October 1985 - August 1992
Big V Supermarkets (Shoprite) March 1982 - October 1985
Skills
Estate Planning, Wealth Transfer, Tax, Wealth, Retirement, Trusts, Life Insurance, Estate Tax Planning, High Net Worth..., Asset Protection, Insurance, Small Business, Succession Planning, Financial Analysis, Wealth Management, Financial Planners, Investment Management, Training, Securities, Long-term Care, Hedge Funds, Asset Allocation, Finance, Retirement Planning, Disability Insurance, Mutual Funds, 401k, Investment Advisory, Financial Advisory, Portfolio Management, Alternative Investments, Fixed Annuities, Wealth Management..., Mergers & Acquisitions, Asset Management, Pensions, Risk Management, Investments, Selling, Strategic Financial..., Investment Strategies, Equities, Wills, IRAs, Long Term Care Insurance, Series 7, Financial Services, 401k Rollovers, Estate Administration, Trust Services
Education
The American College 1996 — 1998
MSFS, Financial Services
Orange County Community College 1980 — 1982
Architecture
Clarkstown South HS 1977 — 1980
Laurel Plains Elementary School 1967 — 1973
Erik Olsen Financial August 1992 - Present
New York Life October 1985 - August 1992
Big V Supermarkets (Shoprite) March 1982 - October 1985
Skills
Estate Planning, Wealth Transfer, Tax, Wealth, Retirement, Trusts, Life Insurance, Estate Tax Planning, High Net Worth..., Asset Protection, Insurance, Small Business, Succession Planning, Financial Analysis, Wealth Management, Financial Planners, Investment Management, Training, Securities, Long-term Care, Hedge Funds, Asset Allocation, Finance, Retirement Planning, Disability Insurance, Mutual Funds, 401k, Investment Advisory, Financial Advisory, Portfolio Management, Alternative Investments, Fixed Annuities, Wealth Management..., Mergers & Acquisitions, Asset Management, Pensions, Risk Management, Investments, Selling, Strategic Financial..., Investment Strategies, Equities, Wills, IRAs, Long Term Care Insurance, Series 7, Financial Services, 401k Rollovers, Estate Administration, Trust Services
Education
The American College 1996 — 1998
MSFS, Financial Services
Orange County Community College 1980 — 1982
Architecture
Clarkstown South HS 1977 — 1980
Laurel Plains Elementary School 1967 — 1973
Kimberly Salywoda Kimberly Salywoda's New York Life Experience October 1994 - December 2003
Job VP, Merrill Lynch Banking Advisor
Industry Banking
Experience
Bank of America Merrill Lynch April 2009 - Present
Bank of America January 2004 - April 2009
New York Life October 1994 - December 2003
Skills
Credit Analysis, Mortgage Lending, Securities Lending, Private Banking, Comprehensive Wealth..., Cash Management, Banking, Wealth Management, Series 7, Credit, Loans, Relationship Management, Series 6, Series 63, Consumer Lending, Certified Financial..., Wealth Management...
Education
University of California, Riverside 1989 — 1993
BS, Business Administration
The American College
Financial Services
Bank of America Merrill Lynch April 2009 - Present
Bank of America January 2004 - April 2009
New York Life October 1994 - December 2003
Skills
Credit Analysis, Mortgage Lending, Securities Lending, Private Banking, Comprehensive Wealth..., Cash Management, Banking, Wealth Management, Series 7, Credit, Loans, Relationship Management, Series 6, Series 63, Consumer Lending, Certified Financial..., Wealth Management...
Education
University of California, Riverside 1989 — 1993
BS, Business Administration
The American College
Financial Services
Joseph Wojnarowski Joseph Wojnarowski's New York Life Experience October 2012 - October 2013
Job Contractor
Industry Sports
Experience
Farmers Insurance October 2013 - August 2014
New York Life October 2012 - October 2013
L & J Consulting March 2012 - November 2012
Enterprise Rent-A-Car August 2009 - June 2012
Skills
Customer Service, Inventory Management, Sales Management, Marketing, Retirement Planning, Financial Consulting, Business Planning, Business Strategy, Strategic Financial..., Sales, Strategic Planning
Education
Texas Tech University 2003 — 2008
Bachelor of Business Administration (BBA), Business management
Farmers Insurance October 2013 - August 2014
New York Life October 2012 - October 2013
L & J Consulting March 2012 - November 2012
Enterprise Rent-A-Car August 2009 - June 2012
Skills
Customer Service, Inventory Management, Sales Management, Marketing, Retirement Planning, Financial Consulting, Business Planning, Business Strategy, Strategic Financial..., Sales, Strategic Planning
Education
Texas Tech University 2003 — 2008
Bachelor of Business Administration (BBA), Business management
Barbara Brazda Dietze, CLU, ChFC Barbara Brazda Dietze, CLU, ChFC's New York Life Experience January 1984 - Present
Job Financial Advisor for Eagle Strategies, LLC
Industry Insurance
Experience
New York Life January 1984 - Present
Skills
Employee Benefits, Disability Insurance, Long-term Care, Investments, Finance, Financial Services, Insurance, Small Business, Retirement Planning, Securities, Strategic Planning, Leadership, Financial Advisory, Customer Service, Program Management
Education
Virginia Polytechnic Institute and State University 1978 — 1982
Bachelor of Business Administration (BBA)
The American College 1979 — 1980
CLU, ChFC
New York Life January 1984 - Present
Skills
Employee Benefits, Disability Insurance, Long-term Care, Investments, Finance, Financial Services, Insurance, Small Business, Retirement Planning, Securities, Strategic Planning, Leadership, Financial Advisory, Customer Service, Program Management
Education
Virginia Polytechnic Institute and State University 1978 — 1982
Bachelor of Business Administration (BBA)
The American College 1979 — 1980
CLU, ChFC
Derek Patla, CFP®, LUTCF Derek Patla, CFP®, LUTCF's New York Life Experience August 2003 - February 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Rotary International November 2011 - June 2013
New York Life August 2003 - February 2011
First Investors Corporation September 1997 - August 2003
Southwestern Advantage 1997 - 2000
Skills
Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Investments, Strategic Financial..., Estate Planning, 401k, IRAs, Insurance, Series 63, Series 7
Education
The American College 2006 — 2011
Completion of CFP®, CERTIFIED FINANCIAL PLANNER
University of Arizona, Eller College of Management 1998 — 2000
Bachelor of Science (BS), Finance
Merrill Lynch February 2011 - Present
Rotary International November 2011 - June 2013
New York Life August 2003 - February 2011
First Investors Corporation September 1997 - August 2003
Southwestern Advantage 1997 - 2000
Skills
Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Investments, Strategic Financial..., Estate Planning, 401k, IRAs, Insurance, Series 63, Series 7
Education
The American College 2006 — 2011
Completion of CFP®, CERTIFIED FINANCIAL PLANNER
University of Arizona, Eller College of Management 1998 — 2000
Bachelor of Science (BS), Finance
Kiara Besonia Kiara Besonia's New York Life Experience June 2010 - August 2010
Job Website Marketing Coordinator at Prudent Publishing
Industry Marketing and Advertising
Experience
Prudent Publishing December 2013 - Present
Prudent Publishing July 2012 - December 2013
Jacob K. Javits Convention Center of New York June 2011 - January 2012
New York Life June 2010 - August 2010
Ajilon Professional Staffing March 2010 - May 2010
Skills
Microsoft Office, InDesign, Photoshop, HTML + CSS, Dreamweaver, Illustrator, HTML, CSS, Email Marketing, Graphics, HTML emails, E-commerce, Analytics, Direct Marketing, Email Marketing Software, Content Management, Web Marketing, Market Research, Marketing, Social Media Marketing, Online Marketing
Education
The College of New Jersey 2008 — 2012
Bachelor of Science - Business Administration, Marketing
Prudent Publishing December 2013 - Present
Prudent Publishing July 2012 - December 2013
Jacob K. Javits Convention Center of New York June 2011 - January 2012
New York Life June 2010 - August 2010
Ajilon Professional Staffing March 2010 - May 2010
Skills
Microsoft Office, InDesign, Photoshop, HTML + CSS, Dreamweaver, Illustrator, HTML, CSS, Email Marketing, Graphics, HTML emails, E-commerce, Analytics, Direct Marketing, Email Marketing Software, Content Management, Web Marketing, Market Research, Marketing, Social Media Marketing, Online Marketing
Education
The College of New Jersey 2008 — 2012
Bachelor of Science - Business Administration, Marketing
Steven R. Sperry Steven R. Sperry's New York Life Experience December 2008 - May 2009
Job VP; Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America June 2012 - November 2014
Bank of America January 2011 - June 2012
Bank of America January 2010 - January 2011
New York Life December 2008 - May 2009
Skills
Sales, Management, Spanish, MBA, Finance, Operations, New Business Development, Excel, Banking, Retail Banking, Interviewing, Bilingual, Sales Management, Coaching, Operational Excellence, Word, PowerPoint, English, Outlook, Access, Microsoft Office, Customer Relations, Consumer Lending, Mortgage Lending, Adaptation, Customer Service, Small Business Lending, Strategic Partnerships, Training, Reporting & Analysis, Accountability, CRM, Risk Management, Financial Services, Credit Cards, Insurance, Loans, Team Leadership, Lines Of Credit, Relationship Management, Cross Selling, Deposits, Leadership, Strategy
Education
University of Missouri-Kansas City 2010 — 2012
MBA, Finance
The University of Kansas 2003 — 2007
BA, Spanish, Business
St. Christopher's High School
Bank of America Merrill Lynch November 2014 - Present
Bank of America June 2012 - November 2014
Bank of America January 2011 - June 2012
Bank of America January 2010 - January 2011
New York Life December 2008 - May 2009
Skills
Sales, Management, Spanish, MBA, Finance, Operations, New Business Development, Excel, Banking, Retail Banking, Interviewing, Bilingual, Sales Management, Coaching, Operational Excellence, Word, PowerPoint, English, Outlook, Access, Microsoft Office, Customer Relations, Consumer Lending, Mortgage Lending, Adaptation, Customer Service, Small Business Lending, Strategic Partnerships, Training, Reporting & Analysis, Accountability, CRM, Risk Management, Financial Services, Credit Cards, Insurance, Loans, Team Leadership, Lines Of Credit, Relationship Management, Cross Selling, Deposits, Leadership, Strategy
Education
University of Missouri-Kansas City 2010 — 2012
MBA, Finance
The University of Kansas 2003 — 2007
BA, Spanish, Business
St. Christopher's High School
William Cunningham William Cunningham's New York Life Experience April 2014 - Present
Job Insurance
Industry Sports
Experience
Shaker Board of Education April 2014 - Present
New York Life April 2014 - Present
Skills
Sports, Sports Management, Athletics, Coaching, Sports Marketing, Sports Coaching, Public Speaking, Football, Fitness, Teaching, Soccer, Strength Training, Event Planning, Leadership Development, Personal Training, Social Media, Scouting, Fitness Training, Athletic Training, Personal Development
Education
The University of Akron 1989 — 1992
Business, Management, Marketing, and Related Support Services
Beachwood High School
Shaker Board of Education April 2014 - Present
New York Life April 2014 - Present
Skills
Sports, Sports Management, Athletics, Coaching, Sports Marketing, Sports Coaching, Public Speaking, Football, Fitness, Teaching, Soccer, Strength Training, Event Planning, Leadership Development, Personal Training, Social Media, Scouting, Fitness Training, Athletic Training, Personal Development
Education
The University of Akron 1989 — 1992
Business, Management, Marketing, and Related Support Services
Beachwood High School
Celine Rodriguez Schulz Celine Rodriguez Schulz's New York Life Experience May 2006 - December 2012
Job Consultant at Schulz Consulting LLC
Industry Government Relations
Experience
Schulz Consulting LLC January 2014 - Present
New York Life May 2006 - December 2012
The Chase Manhattan Bank October 2002 - May 2005
Skills
Strategic Financial..., Investments, Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Insurance, Wealth Management, Mutual Funds, Estate Planning, Financial Analysis, Employee Benefits, Financial Planning, Small Business, Customer Service, Sales, Banking, Team Building, Event Planning, Leadership, Social Media, Management, Strategic Planning
Education
Texas A&M University - Mays Business School 1998 — 2002
BBA, Finance
Schulz Consulting LLC January 2014 - Present
New York Life May 2006 - December 2012
The Chase Manhattan Bank October 2002 - May 2005
Skills
Strategic Financial..., Investments, Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Insurance, Wealth Management, Mutual Funds, Estate Planning, Financial Analysis, Employee Benefits, Financial Planning, Small Business, Customer Service, Sales, Banking, Team Building, Event Planning, Leadership, Social Media, Management, Strategic Planning
Education
Texas A&M University - Mays Business School 1998 — 2002
BBA, Finance
Misty Everard's New York Life Experience September 2008 - May 2009
Job Project Manager at Dimension Data
Industry Information Technology and Services
Experience
Dimension Data October 2011 - Present
New York Life Insurance Company April 2009 - January 2012
New York Life September 2008 - May 2009
Alexander Financial Consulting March 2008 - June 2008
My Service Depot 2004 - 2008
Skills
Project Management, Account Management, Project Coordination, International Project..., Job Scheduling, MS Project, Problem Analysis, Collaborative Problem..., Global Delivery, Budgets, International Logistics, Vendor Management, Training, Program Management, Business Analysis, PMO, Process Improvement, Microsoft Office, Human Resources, Customer Service, Team Building, Public Speaking, Microsoft Excel, Employee Benefits, Event Planning, People Development, Oracle Applications, Adobe, Visio, OneNote, Management, Sales, Insurance, MS Excel Pivot Tables, Troubleshooting, Access, Leadership, Visual Basic, Project Delivery, SharePoint, PMP, Telecommunications, Integration, Project Planning, SDLC, Analysis, Networking
Education
The Ohio State University 1998 — 2003
BA, Psychology
Dimension Data October 2011 - Present
New York Life Insurance Company April 2009 - January 2012
New York Life September 2008 - May 2009
Alexander Financial Consulting March 2008 - June 2008
My Service Depot 2004 - 2008
Skills
Project Management, Account Management, Project Coordination, International Project..., Job Scheduling, MS Project, Problem Analysis, Collaborative Problem..., Global Delivery, Budgets, International Logistics, Vendor Management, Training, Program Management, Business Analysis, PMO, Process Improvement, Microsoft Office, Human Resources, Customer Service, Team Building, Public Speaking, Microsoft Excel, Employee Benefits, Event Planning, People Development, Oracle Applications, Adobe, Visio, OneNote, Management, Sales, Insurance, MS Excel Pivot Tables, Troubleshooting, Access, Leadership, Visual Basic, Project Delivery, SharePoint, PMP, Telecommunications, Integration, Project Planning, SDLC, Analysis, Networking
Education
The Ohio State University 1998 — 2003
BA, Psychology
Ben Ashley Ben Ashley's New York Life Experience February 2008 - March 2010
Job Oil/Gas Pipe Sales
Industry Oil & Energy
Experience
Weiler Pipe, LLC March 2010 - Present
New York Life February 2008 - March 2010
Point of Sale Solutions, Inc. January 2006 - March 2008
Skills
Sales, Management, Budgets, Customer Service, Retirement Planning, Estate Planning, Investments, Mutual Funds, Materials, Series 7, Time Management, Fixed Annuities, Insurance, Wealth Management, Forecasting, Microsoft Word
Education
The University of Texas at Austin 2007 — 2010
Certified Financial Planner, CFP
Texas State University 2000 — 2003
BBA, Finance
Weiler Pipe, LLC March 2010 - Present
New York Life February 2008 - March 2010
Point of Sale Solutions, Inc. January 2006 - March 2008
Skills
Sales, Management, Budgets, Customer Service, Retirement Planning, Estate Planning, Investments, Mutual Funds, Materials, Series 7, Time Management, Fixed Annuities, Insurance, Wealth Management, Forecasting, Microsoft Word
Education
The University of Texas at Austin 2007 — 2010
Certified Financial Planner, CFP
Texas State University 2000 — 2003
BBA, Finance
Dial Mayfield Dial Mayfield's New York Life Experience 2002 - 2007
Job
Industry Insurance
Experience
IPS Advisors April 2015 - Present
CIGNA September 2010 - January 2015
Lowe's Home Improvement 2007 - 2014
Trustmark Companies 2007 - 2010
Mayfield Money Management 2002 - 2010
New York Life 2002 - 2007
Martin Fletcher 2001 - 2002
The Heritage Organization 1996 - 2000
Skills
Insurance, Sales, Employee Benefits, Health Insurance, Account Management, Process Improvement, Leadership, Team Building, Life Insurance, Customer Service, Training, Strategic Planning, Healthcare, New Business Development, Disability Insurance, Sales Management, Risk Management, Coaching, Benefits Administration, Workers Compensation, Team Leadership, Financial Analysis, Group 1 License, Series 7 and 63..., Management
Education
Texas Tech University 1989 — 1992
Master of Business Administration (MBA), Finance, General
Texas Tech University 1983 — 1989
Bachelor of Science (BS), Public Relations/Image Management
IPS Advisors April 2015 - Present
CIGNA September 2010 - January 2015
Lowe's Home Improvement 2007 - 2014
Trustmark Companies 2007 - 2010
Mayfield Money Management 2002 - 2010
New York Life 2002 - 2007
Martin Fletcher 2001 - 2002
The Heritage Organization 1996 - 2000
Skills
Insurance, Sales, Employee Benefits, Health Insurance, Account Management, Process Improvement, Leadership, Team Building, Life Insurance, Customer Service, Training, Strategic Planning, Healthcare, New Business Development, Disability Insurance, Sales Management, Risk Management, Coaching, Benefits Administration, Workers Compensation, Team Leadership, Financial Analysis, Group 1 License, Series 7 and 63..., Management
Education
Texas Tech University 1989 — 1992
Master of Business Administration (MBA), Finance, General
Texas Tech University 1983 — 1989
Bachelor of Science (BS), Public Relations/Image Management
Leo Renner CPA, MBA, CFP Leo Renner CPA, MBA, CFP's New York Life Experience November 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life November 2014 - Present
Edward Jones January 2013 - June 2014
The Renner Group June 2009 - December 2012
Rural Metro Corporation September 2007 - March 2009
PerDatum, Inc. July 1991 - April 2007
Skills
Retirement Planning, Investments, Asset Allocation, Mutual Funds, Protection..., IRA Rollovers, Risk Management, Insurance
Education
The Ohio State University
Master of Business Administration (M.B.A.), Finance
The Ohio State University
Bachelor's Degree, Accounting
New York Life November 2014 - Present
Edward Jones January 2013 - June 2014
The Renner Group June 2009 - December 2012
Rural Metro Corporation September 2007 - March 2009
PerDatum, Inc. July 1991 - April 2007
Skills
Retirement Planning, Investments, Asset Allocation, Mutual Funds, Protection..., IRA Rollovers, Risk Management, Insurance
Education
The Ohio State University
Master of Business Administration (M.B.A.), Finance
The Ohio State University
Bachelor's Degree, Accounting
Vinh Lu's New York Life Experience September 2008 - July 2010
Job Relationship Manager Private Client Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments July 2014 - February 2015
TD February 2013 - July 2014
HSBC July 2010 - August 2012
New York Life September 2008 - July 2010
Apple Federal Credit Union July 2005 - August 2008
Booz Allen Hamilton December 2004 - October 2005
Skills
Banking, Financial Services, Leadership, Loans, Credit, Insurance, Portfolio Management, Retail Banking, Bloomberg, Management, Management Consulting, Financial Analysis, Finance, Credit Analysis, Retirement Planning, Relationship Management, Sales, Cross Selling, Wealth Management
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Falls Church High School 2002 — 2006
Advanced High School Diploma
Fidelity Investments February 2015 - Present
Fidelity Investments July 2014 - February 2015
TD February 2013 - July 2014
HSBC July 2010 - August 2012
New York Life September 2008 - July 2010
Apple Federal Credit Union July 2005 - August 2008
Booz Allen Hamilton December 2004 - October 2005
Skills
Banking, Financial Services, Leadership, Loans, Credit, Insurance, Portfolio Management, Retail Banking, Bloomberg, Management, Management Consulting, Financial Analysis, Finance, Credit Analysis, Retirement Planning, Relationship Management, Sales, Cross Selling, Wealth Management
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Falls Church High School 2002 — 2006
Advanced High School Diploma
Shawn Hooper Shawn Hooper's New York Life Experience November 1988 - Present
Job
Industry Financial Services
Experience
New York Life November 1988 - Present
Skills
Comprehensive Financial..., Life Insurance, Financial Services, Retirement Planning, Retirement, Fixed Annuities, Financial Planning, Estate Planning, Long-term Care, Disability Insurance, Wealth, Finance, 401k, Mutual Funds, Series 6, Series 63
Education
The American College
Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor Senior Living,, Chartered Leadership Fellow
University of Rhode Island
Narragansett High School
New York Life November 1988 - Present
Skills
Comprehensive Financial..., Life Insurance, Financial Services, Retirement Planning, Retirement, Fixed Annuities, Financial Planning, Estate Planning, Long-term Care, Disability Insurance, Wealth, Finance, 401k, Mutual Funds, Series 6, Series 63
Education
The American College
Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor Senior Living,, Chartered Leadership Fellow
University of Rhode Island
Narragansett High School
Alan Charkey Alan Charkey's New York Life Experience October 1984 - January 1985
Job Attorney at White and Williams LLP
Industry Law Practice
Experience
White and Williams LLP June 2003 - Present
Bennett, Bricklin & Saltzburg LLP January 2001 - June 2003
Manta & Welge October 1999 - January 2001
German, Gallagher & Murtagh September 1998 - October 1999
Nationwide Insurance Company September 1997 - August 1998
Travelers Property Casualty Company/Aetna Life & Casualty February 1985 - August 1997
New York Life October 1984 - January 1985
Skills
Product Liability, Insurance Law, Public Liability, Litigation, Civil Litigation, Commercial Litigation, Litigation Management, Appeals, Personal Injury, Subrogation, Arbitration, Liability, Trials, Claims Management, Legal Writing, Advocacy, Oral Arguments, Personal Injury..., Claim
Education
Temple University - Fox School of Business and Management 2006 — 2008
M.B.A., Finance
Temple University - James E. Beasley School of Law 1991 — 1995
J.D., Law
University of Pennsylvania 1980 — 1984
B.A., History (Minor in Political Science)
White and Williams LLP June 2003 - Present
Bennett, Bricklin & Saltzburg LLP January 2001 - June 2003
Manta & Welge October 1999 - January 2001
German, Gallagher & Murtagh September 1998 - October 1999
Nationwide Insurance Company September 1997 - August 1998
Travelers Property Casualty Company/Aetna Life & Casualty February 1985 - August 1997
New York Life October 1984 - January 1985
Skills
Product Liability, Insurance Law, Public Liability, Litigation, Civil Litigation, Commercial Litigation, Litigation Management, Appeals, Personal Injury, Subrogation, Arbitration, Liability, Trials, Claims Management, Legal Writing, Advocacy, Oral Arguments, Personal Injury..., Claim
Education
Temple University - Fox School of Business and Management 2006 — 2008
M.B.A., Finance
Temple University - James E. Beasley School of Law 1991 — 1995
J.D., Law
University of Pennsylvania 1980 — 1984
B.A., History (Minor in Political Science)
Corey Meredith-Woodard Corey Meredith-Woodard's New York Life Experience June 2004 - January 2007
Job insurance broker at Corey Woodard Insurance
Industry Insurance
Experience
Corey Woodard Insurance January 2007 - Present
New York Life June 2004 - January 2007
Liberty National Life February 1997 - June 2004
Liberty National Life February 1994 - February 1997
Skills
Term Life Insurance, Universal Life, Long-term Care, Retirement, Accident, Voluntary Employee..., Long Term Care Insurance, Permanent Life Insurance, IRAs, Critical Illness, Roth IRA, Group Insurance, Employee Benefits, Estate Planning
Education
Jones County Junior College
The American College
Corey Woodard Insurance January 2007 - Present
New York Life June 2004 - January 2007
Liberty National Life February 1997 - June 2004
Liberty National Life February 1994 - February 1997
Skills
Term Life Insurance, Universal Life, Long-term Care, Retirement, Accident, Voluntary Employee..., Long Term Care Insurance, Permanent Life Insurance, IRAs, Critical Illness, Roth IRA, Group Insurance, Employee Benefits, Estate Planning
Education
Jones County Junior College
The American College
Ankur Manchanda Ankur Manchanda's New York Life Experience February 2003 - January 2008
Job Partner / Financial Advisor
Industry Financial Services
Experience
Q6 Advisors, Inc. August 2010 - Present
New England Financial February 2008 - August 2010
New York Life February 2003 - January 2008
New York Life Insurance Company 2006 - 2008
Education
State University of New York at Stony Brook 2000 — 2002
Computer and Information Sciences
Q6 Advisors, Inc. August 2010 - Present
New England Financial February 2008 - August 2010
New York Life February 2003 - January 2008
New York Life Insurance Company 2006 - 2008
Education
State University of New York at Stony Brook 2000 — 2002
Computer and Information Sciences
Adam Webb's New York Life Experience August 2003 - August 2004
Job Georgia/Gulf Coast Sales at ARDEX Americas
Industry Construction
Experience
ARDEX Americas June 2011 - Present
Scigenix January 2008 - June 2011
Smith Barney November 2006 - January 2008
Wachovia September 2004 - October 2006
New York Life August 2003 - August 2004
Skills
Sales, New Business Development, Account Management, Sales Management, Strategic Planning, Contract Negotiation, Forecasting, Budgets, Customer Service, Negotiation, Team Building, Marketing, Business Development, Marketing Strategy, Direct Sales
Education
The University of Georgia 1999 — 2003
BBA, Finance
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
ARDEX Americas June 2011 - Present
Scigenix January 2008 - June 2011
Smith Barney November 2006 - January 2008
Wachovia September 2004 - October 2006
New York Life August 2003 - August 2004
Skills
Sales, New Business Development, Account Management, Sales Management, Strategic Planning, Contract Negotiation, Forecasting, Budgets, Customer Service, Negotiation, Team Building, Marketing, Business Development, Marketing Strategy, Direct Sales
Education
The University of Georgia 1999 — 2003
BBA, Finance
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Joy Hatcher's New York Life Experience June 2012 - Present
Job Freelance Actress and Director
Industry Performing Arts
Experience
Chips and Salsa Designs August 2012 - Present
New York Life June 2012 - Present
Joy Hatcher May 2011 - Present
Texas Wesleyan University August 2008 - May 2011
Texas Wesleyan University August 2007 - May 2011
Macy's May 2010 - April 2011
Texas Wesleyan University March 2009 - April 2011
Skills
Public Speaking, Event Planning, Stage Management, Editing, Non-profits, Teaching, Research, Social Media, Fundraising, Acting, Event Management, Customer Service, Microsoft Office, Musical Theatre, Higher Education, PowerPoint, Directing, Film, Marketing, Television, Nonprofits, Management, Creative Writing, Team Building, Training, Facebook, Theatre, Singing, Time Management, Stage, Performing Arts, Social Networking, Public Relations
Education
Texas Wesleyan University 2007 — 2011
Bachelor of Arts (B.A.), Theatre/Theater
Comfort High School 2003 — 2007
R.E.A.C.T. Studio
On-Camera Acting
Chips and Salsa Designs August 2012 - Present
New York Life June 2012 - Present
Joy Hatcher May 2011 - Present
Texas Wesleyan University August 2008 - May 2011
Texas Wesleyan University August 2007 - May 2011
Macy's May 2010 - April 2011
Texas Wesleyan University March 2009 - April 2011
Skills
Public Speaking, Event Planning, Stage Management, Editing, Non-profits, Teaching, Research, Social Media, Fundraising, Acting, Event Management, Customer Service, Microsoft Office, Musical Theatre, Higher Education, PowerPoint, Directing, Film, Marketing, Television, Nonprofits, Management, Creative Writing, Team Building, Training, Facebook, Theatre, Singing, Time Management, Stage, Performing Arts, Social Networking, Public Relations
Education
Texas Wesleyan University 2007 — 2011
Bachelor of Arts (B.A.), Theatre/Theater
Comfort High School 2003 — 2007
R.E.A.C.T. Studio
On-Camera Acting
Aaron Fullilove Aaron Fullilove's New York Life Experience December 2004 - November 2005
Job Consultant at BCT Partners
Industry Higher Education
Experience
The Brunswick Group/ BCT Partners November 2012 - January 2015
RPM Development Group June 2011 - August 2011
Brick City Development Corporation May 2010 - August 2010
UBS Wealth Management November 2008 - December 2009
AXA Advisors November 2006 - November 2008
TIAA-CREF November 2005 - October 2006
New York Life December 2004 - November 2005
New York Life Investment Management 1999 - 2004
Skills
Financial Analysis, Economic Development, Real Estate, Real Estate Development, Analysis, Market Research, Series 7, Real Estate Economics, Project Planning, Affordable Housing, Property Management, Mutual Funds, Investments, Series 63, Financial Reporting
Education
Rutgers University 2010 — 2012
Master of City and Regional Planning (MCRP), Urban & Community Development/ Real Estate and Housing
Temple University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
St. Benedict's Prep. 1992 — 1995
The Brunswick Group/ BCT Partners November 2012 - January 2015
RPM Development Group June 2011 - August 2011
Brick City Development Corporation May 2010 - August 2010
UBS Wealth Management November 2008 - December 2009
AXA Advisors November 2006 - November 2008
TIAA-CREF November 2005 - October 2006
New York Life December 2004 - November 2005
New York Life Investment Management 1999 - 2004
Skills
Financial Analysis, Economic Development, Real Estate, Real Estate Development, Analysis, Market Research, Series 7, Real Estate Economics, Project Planning, Affordable Housing, Property Management, Mutual Funds, Investments, Series 63, Financial Reporting
Education
Rutgers University 2010 — 2012
Master of City and Regional Planning (MCRP), Urban & Community Development/ Real Estate and Housing
Temple University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
St. Benedict's Prep. 1992 — 1995
Susie Doran Carter Susie Doran Carter's New York Life Experience 1989 - 1990
Job Medicare Billing Consultant at Westcare Management, Inc.
Industry Hospital & Health Care
Experience
Westcare Management, Inc. March 1999 - Present
Northwest County Place 1994 - 1998
Crown Health Systems 1990 - 1994
New York Life 1989 - 1990
National Heritage 1987 - 1989
Chartham Management, Inc. September 1986 - December 1987
Skills
Hospitals, Medicare, Healthcare, Microsoft Excel, Microsoft Office, Customer Service, Medicaid, Insurance, Invoicing, Management Consulting, Budgets, Accounting
Education
Texas Tech University
Accounting Technology/Technician and Bookkeeping
South Albany High School
Westcare Management, Inc. March 1999 - Present
Northwest County Place 1994 - 1998
Crown Health Systems 1990 - 1994
New York Life 1989 - 1990
National Heritage 1987 - 1989
Chartham Management, Inc. September 1986 - December 1987
Skills
Hospitals, Medicare, Healthcare, Microsoft Excel, Microsoft Office, Customer Service, Medicaid, Insurance, Invoicing, Management Consulting, Budgets, Accounting
Education
Texas Tech University
Accounting Technology/Technician and Bookkeeping
South Albany High School
Jeremy David Jeremy David's New York Life Experience October 2007 - March 2011
Job JLD Wealth Management, LLC
Industry Financial Services
Experience
JLD Wealth Management, LLC September 2014 - Present
Lowenberg Wealth Management Group March 2011 - September 2014
New York Life October 2007 - March 2011
Nationstar Mortgage/Champion Mortgage 2006 - 2008
Nationstar Mortgage 2006 - 2007
Strasburg School District September 1999 - June 2006
Education
Texas State University 1991 — 1997
Smithson Valley High School 1987 — 1991
JLD Wealth Management, LLC September 2014 - Present
Lowenberg Wealth Management Group March 2011 - September 2014
New York Life October 2007 - March 2011
Nationstar Mortgage/Champion Mortgage 2006 - 2008
Nationstar Mortgage 2006 - 2007
Strasburg School District September 1999 - June 2006
Education
Texas State University 1991 — 1997
Smithson Valley High School 1987 — 1991
Scott Anders, CLU, ChFC, MSM, CLF's New York Life Experience December 2008 - January 2011
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC August 2012 - Present
NYLIFE Securities LLC August 2012 - Present
Academy Granite Partners January 2013 - Present
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company January 2011 - June 2012
New York Life December 2008 - January 2011
New York Life September 2003 - December 2008
New York Life November 1998 - September 2003
Skills
Securities, 401k Rollovers, Financial Advisory, Financial Services, Term Life Insurance, Thought Leadership, Financial Planners, Wealth Preservation..., Key Person Protection, Multi-generational..., Personal Finance, Wealth Management, Management, Finance, Long Term Care Insurance, CLU, Analysis, Annuity Sales, Protection..., Wealth, Wealth Accumulation, Series 7, 401k, Gifting Strategies, Multi-generational..., Time Management, Portfolio Management, Legacies, Series 63, Investment Advisory, Investment Strategies, Pensions, Wealth Management..., Whole Life, Asset Allocation, Life Insurance, Disability Insurance, Estate Planning, Multi-tasking Skills
Education
The American College 1993 — 1997
MSM, Masters of Science in Financial Services Management
US Army Command and General Staff School 1993 — 1996
US Army Infantry School 1975 — 1981
Airborne, Ranger and Infantry Officers Advanced Course
US Army Armor School 1977 — 1978
Armor Officers Basic Course
United States Military Academy at West Point 1973 — 1977
BS, Engineering
Eagle Strategies, LLC August 2012 - Present
NYLIFE Securities LLC August 2012 - Present
Academy Granite Partners January 2013 - Present
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company January 2011 - June 2012
New York Life December 2008 - January 2011
New York Life September 2003 - December 2008
New York Life November 1998 - September 2003
Skills
Securities, 401k Rollovers, Financial Advisory, Financial Services, Term Life Insurance, Thought Leadership, Financial Planners, Wealth Preservation..., Key Person Protection, Multi-generational..., Personal Finance, Wealth Management, Management, Finance, Long Term Care Insurance, CLU, Analysis, Annuity Sales, Protection..., Wealth, Wealth Accumulation, Series 7, 401k, Gifting Strategies, Multi-generational..., Time Management, Portfolio Management, Legacies, Series 63, Investment Advisory, Investment Strategies, Pensions, Wealth Management..., Whole Life, Asset Allocation, Life Insurance, Disability Insurance, Estate Planning, Multi-tasking Skills
Education
The American College 1993 — 1997
MSM, Masters of Science in Financial Services Management
US Army Command and General Staff School 1993 — 1996
US Army Infantry School 1975 — 1981
Airborne, Ranger and Infantry Officers Advanced Course
US Army Armor School 1977 — 1978
Armor Officers Basic Course
United States Military Academy at West Point 1973 — 1977
BS, Engineering
Adam Krivisky Adam Krivisky's New York Life Experience April 2011 - May 2011
Job Global Document Specialist
Industry Biotechnology
Experience
Boehringer Ingelheim Pharmaceuticals, Inc. August 2012 - Present
New York Life April 2011 - May 2011
Amscan January 2011 - February 2011
Westchester Medical Center May 2010 - July 2010
Atlas Air Worldwide Holdings February 2010 - April 2010
Accorda Therapeutics November 2008 - January 2010
Accorda Therapeutics June 2008 - November 2008
Testwell Laboratories, Inc June 2006 - November 2007
Skills
Clinical Trials, Sop, FDA, Clinical Research, CTMS, Pharmaceutical Industry, Software Documentation, Biotechnology, Pharmaceutical Sales, CRO, Microsoft Excel, Neurology, Management, Regulatory Affairs, Regulatory Submissions, Clinical Development, GCP, SOP
Education
Syracuse University 2003 — 2007
Bachelor of Science degree, Visual and Performing Arts with a minor in Political Science
Boehringer Ingelheim Pharmaceuticals, Inc. August 2012 - Present
New York Life April 2011 - May 2011
Amscan January 2011 - February 2011
Westchester Medical Center May 2010 - July 2010
Atlas Air Worldwide Holdings February 2010 - April 2010
Accorda Therapeutics November 2008 - January 2010
Accorda Therapeutics June 2008 - November 2008
Testwell Laboratories, Inc June 2006 - November 2007
Skills
Clinical Trials, Sop, FDA, Clinical Research, CTMS, Pharmaceutical Industry, Software Documentation, Biotechnology, Pharmaceutical Sales, CRO, Microsoft Excel, Neurology, Management, Regulatory Affairs, Regulatory Submissions, Clinical Development, GCP, SOP
Education
Syracuse University 2003 — 2007
Bachelor of Science degree, Visual and Performing Arts with a minor in Political Science
Jon Paone Jon Paone's New York Life Experience 2003 - Present
Job Vice President, Government Affairs, at New York Life
Industry Government Relations
Experience
New York Life 2003 - Present
Paone Communications November 1998 - September 2003
Office of Sen. Robert Torricelli (D-NJ) 1997 - 1998
The Interfaith Alliance 1995 - 1997
Re-election campaign of U.S. Senator Harris Wofford (D-PA) 1994 - 1994
Skills
Government Relations, Government Affairs, Grassroots Organizing, Fundraising, Governmental Affairs, Strategic Communications, Government, Policy Analysis, Crisis Communications, Legislative Relations, Public Affairs, Media Relations, Public Relations, Grassroots Lobbying, Politics, Public Policy, Political Campaigns, Political Science, Speech Writing, Strategic Media..., Nonprofits, Policy, Leadership, Corporate Communications
Education
The George Washington University 1998 — 2000
Masters, Political Management
Villanova University 1990 — 1994
Bachelor of Arts (B.A.), Political Science
New York Life 2003 - Present
Paone Communications November 1998 - September 2003
Office of Sen. Robert Torricelli (D-NJ) 1997 - 1998
The Interfaith Alliance 1995 - 1997
Re-election campaign of U.S. Senator Harris Wofford (D-PA) 1994 - 1994
Skills
Government Relations, Government Affairs, Grassroots Organizing, Fundraising, Governmental Affairs, Strategic Communications, Government, Policy Analysis, Crisis Communications, Legislative Relations, Public Affairs, Media Relations, Public Relations, Grassroots Lobbying, Politics, Public Policy, Political Campaigns, Political Science, Speech Writing, Strategic Media..., Nonprofits, Policy, Leadership, Corporate Communications
Education
The George Washington University 1998 — 2000
Masters, Political Management
Villanova University 1990 — 1994
Bachelor of Arts (B.A.), Political Science
Kari Desai Kari Desai's New York Life Experience July 2011 - June 2013
Job Corporate Vice President, Wealth Management at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
New York Life July 2011 - June 2013
The Washington Post June 2010 - August 2010
Headway Corporate Resources August 2006 - August 2009
Northwestern Mutual November 2004 - December 2005
Northwestern Mutual June 2002 - November 2004
Skills
Public Speaking, Lead Generation, Employee Training, Project Management, Leadership, Team Building, Marketing, Business Development, Training, CRM, Management, Strategy, Sales, Spotfire, Data Visualization, Marketing Analytics, Marketing Research, Competitive Analysis, Competitive Intelligence, Financial Analysis, Budget Process, Analysis
Education
The George Washington University - School of Business 2009 — 2011
MBA
University of Miami
BBA
New York Life Insurance Company June 2013 - Present
New York Life July 2011 - June 2013
The Washington Post June 2010 - August 2010
Headway Corporate Resources August 2006 - August 2009
Northwestern Mutual November 2004 - December 2005
Northwestern Mutual June 2002 - November 2004
Skills
Public Speaking, Lead Generation, Employee Training, Project Management, Leadership, Team Building, Marketing, Business Development, Training, CRM, Management, Strategy, Sales, Spotfire, Data Visualization, Marketing Analytics, Marketing Research, Competitive Analysis, Competitive Intelligence, Financial Analysis, Budget Process, Analysis
Education
The George Washington University - School of Business 2009 — 2011
MBA
University of Miami
BBA
Keith Davidoff Keith Davidoff's New York Life Experience October 2008 - Present
Job Assistant Vice President Program / Project Manager at New York Life
Industry Information Technology and Services
Brian Groover, LUTCF, FIC Brian Groover, LUTCF, FIC's New York Life Experience May 2009 - March 2012
Job Agency Managing Director at MassMutual South Texas seeking top talent
Industry Insurance
Experience
MassMutual South Texas July 2014 - Present
Thrivent Financial March 2012 - July 2014
New York Life May 2009 - March 2012
Bank of America July 2007 - February 2009
Bank of America August 2003 - July 2007
Bank of America December 2006 - March 2007
Johnson Controls July 2001 - July 2003
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Financial Services, Long Term Care Insurance, Insurance, Mutual Funds, Retirement, Estate Tax Planning, Business, Financial Analysis, Disability Insurance, Finance
Education
Texas A&M University 1996 — 2001
BS, Industrial Distribution
MassMutual South Texas July 2014 - Present
Thrivent Financial March 2012 - July 2014
New York Life May 2009 - March 2012
Bank of America July 2007 - February 2009
Bank of America August 2003 - July 2007
Bank of America December 2006 - March 2007
Johnson Controls July 2001 - July 2003
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Financial Services, Long Term Care Insurance, Insurance, Mutual Funds, Retirement, Estate Tax Planning, Business, Financial Analysis, Disability Insurance, Finance
Education
Texas A&M University 1996 — 2001
BS, Industrial Distribution
Richard Klink Richard Klink's New York Life Experience May 1996 - May 1998
Job Associate Broker at Berkshire Hathaway Home Services CNY Realty (formerly Prudential CNY)
Industry Marketing and Advertising
Experience
Berkshire Hathaway Home Services CNY Realty February 2010 - Present
Berkshire Hathaway Home Services CNY Realty February 2003 - Present
Quick & Reilly May 1998 - June 2001
Fleet Financial Group 2000 - 2001
New York Life May 1996 - May 1998
New York Life 1994 - 1996
Skills
Real Estate, Sellers, Referrals, Investment Properties, Real Estate Transactions, Marketing, Selling, Residential Homes, Investors, New Home Sales, Listings, Townhomes
Education
Syracuse University
BA, Economics
Berkshire Hathaway Home Services CNY Realty February 2010 - Present
Berkshire Hathaway Home Services CNY Realty February 2003 - Present
Quick & Reilly May 1998 - June 2001
Fleet Financial Group 2000 - 2001
New York Life May 1996 - May 1998
New York Life 1994 - 1996
Skills
Real Estate, Sellers, Referrals, Investment Properties, Real Estate Transactions, Marketing, Selling, Residential Homes, Investors, New Home Sales, Listings, Townhomes
Education
Syracuse University
BA, Economics
Arthur Cummins, CLU, ChFC Arthur Cummins, CLU, ChFC's New York Life Experience February 1987 - December 2006
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance, Nylife Securitities December 2006 - Present
New York Life February 1987 - December 2006
Skills
Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Estate Planning, Long Term Care Insurance, Long-term Care, Term Life Insurance, Strategic Financial..., Wealth, Wealth Accumulation
Education
The American College 1990 — 1994
CLU, ChFC, Financial and Insurance Planning
Seaford 1977 — 1980
New York Life Insurance, Nylife Securitities December 2006 - Present
New York Life February 1987 - December 2006
Skills
Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Estate Planning, Long Term Care Insurance, Long-term Care, Term Life Insurance, Strategic Financial..., Wealth, Wealth Accumulation
Education
The American College 1990 — 1994
CLU, ChFC, Financial and Insurance Planning
Seaford 1977 — 1980
Norbert Sluzewski Norbert Sluzewski's New York Life Experience June 2006 - February 2011
Job Innovation Strategic Advisory at AT&T
Industry Information Technology and Services
Experience
AT&T July 2011 - Present
Wall Street Technology Association (WSTA) December 2010 - December 2011
New York Life June 2006 - February 2011
MTM Technologies July 2004 - June 2006
DataVox Technologies June 1991 - July 2004
Solomon Brothers January 1988 - June 1991
Skills
Program Management, Cloud Computing, Project Planning, IT Strategy, Team Building, Disaster Recovery, Strategy, Data Center, SaaS, Vendor Management, Integration, Cisco Technologies, Management, Innovation Management, Enterprise Architecture, IT Management, Enterprise Software, Outsourcing, ITIL, Start-ups, Networking, Product Management, Project Management, Business Continuity, Business Development, Leadership, Professional Services, Solution Selling, Security, Requirements Analysis, Network Architecture, Information Technology, Consulting, Governance, Infrastructure, Telecommunications, Unified Communications, IT Operations, Project Portfolio..., IT Service Management, Business Intelligence, Managed Services, Pre-sales, Solution Architecture, Virtualization
Education
Stony Brook University 1978 — 1983
Master of Science, Electronic Engineering and Computer Science
AT&T July 2011 - Present
Wall Street Technology Association (WSTA) December 2010 - December 2011
New York Life June 2006 - February 2011
MTM Technologies July 2004 - June 2006
DataVox Technologies June 1991 - July 2004
Solomon Brothers January 1988 - June 1991
Skills
Program Management, Cloud Computing, Project Planning, IT Strategy, Team Building, Disaster Recovery, Strategy, Data Center, SaaS, Vendor Management, Integration, Cisco Technologies, Management, Innovation Management, Enterprise Architecture, IT Management, Enterprise Software, Outsourcing, ITIL, Start-ups, Networking, Product Management, Project Management, Business Continuity, Business Development, Leadership, Professional Services, Solution Selling, Security, Requirements Analysis, Network Architecture, Information Technology, Consulting, Governance, Infrastructure, Telecommunications, Unified Communications, IT Operations, Project Portfolio..., IT Service Management, Business Intelligence, Managed Services, Pre-sales, Solution Architecture, Virtualization
Education
Stony Brook University 1978 — 1983
Master of Science, Electronic Engineering and Computer Science
Vadim S. Alatortsev, Ph.D. Vadim S. Alatortsev, Ph.D.'s New York Life Experience May 2007 - November 2008
Job Alator Corporation, President and CEO
Industry Biotechnology
Experience
Alator Consulting September 2010 - Present
Morgan Stanley August 2009 - September 2010
New York Life May 2007 - November 2008
The Johns Hopkins School of Medicine and Johns Hopkins Hospital September 2002 - March 2007
Skills
Data Analysis, Strategic Planning, Business Strategy, Biotechnology, Start-ups, Analysis, Risk Management, Entrepreneurship, Project Management, Strategy, Lifesciences, Valuation, Research, Process Improvement, Management Consulting, Consulting, Venture Capital, Finance, Financial Modeling, Life Sciences
Education
The Johns Hopkins University 1995 — 2002
Ph.D., Molecular Biology and Biochemistry
Wesleyan University 1993 — 1995
Ph.D. Candidate, Biology
Alator Consulting September 2010 - Present
Morgan Stanley August 2009 - September 2010
New York Life May 2007 - November 2008
The Johns Hopkins School of Medicine and Johns Hopkins Hospital September 2002 - March 2007
Skills
Data Analysis, Strategic Planning, Business Strategy, Biotechnology, Start-ups, Analysis, Risk Management, Entrepreneurship, Project Management, Strategy, Lifesciences, Valuation, Research, Process Improvement, Management Consulting, Consulting, Venture Capital, Finance, Financial Modeling, Life Sciences
Education
The Johns Hopkins University 1995 — 2002
Ph.D., Molecular Biology and Biochemistry
Wesleyan University 1993 — 1995
Ph.D. Candidate, Biology
Dustin Mehaffey Dustin Mehaffey's New York Life Experience February 2004 - February 2007
Job Investment Real Estate Consultant
Industry Commercial Real Estate
Experience
Blue Pacific Wealth Management February 2007 - October 2008
New York Life February 2004 - February 2007
Education
Southwest Texas State University 1998 — 2003
Blue Pacific Wealth Management February 2007 - October 2008
New York Life February 2004 - February 2007
Education
Southwest Texas State University 1998 — 2003
Fernando Buzeta Fernando Buzeta's New York Life Experience December 2000 - July 2001
Job Senior Project Manager at Ashton Woods Homes
Industry Insurance
Experience
Ashton Woods Homes July 2012 - Present
Travelers March 2010 - August 2012
McCar Homes June 2004 - June 2009
McCar Homes June 2004 - June 2009
ACS June 2003 - June 2004
Publix May 1996 - August 2003
Fulton County School August 2002 - May 2003
Georgia State UniversityMay 2003 January 2002 - May 2003
New York Life December 2000 - July 2001
University of Georgia August 1998 - March 2001
Skills
Real Estate, Process Scheduler, Budgets, Customer Service, Management, Contract Negotiation, Negotiation, Residential Homes, Insurance, Microsoft Excel, Microsoft Office, Construction, Marketing, Sales, Contract Management
Education
The University of Georgia 1998 — 2001
Business, Marketing
University of Georgia - Terry College of Business 1998 — 2001
Business, Marketing
Milton High School
Ashton Woods Homes July 2012 - Present
Travelers March 2010 - August 2012
McCar Homes June 2004 - June 2009
McCar Homes June 2004 - June 2009
ACS June 2003 - June 2004
Publix May 1996 - August 2003
Fulton County School August 2002 - May 2003
Georgia State UniversityMay 2003 January 2002 - May 2003
New York Life December 2000 - July 2001
University of Georgia August 1998 - March 2001
Skills
Real Estate, Process Scheduler, Budgets, Customer Service, Management, Contract Negotiation, Negotiation, Residential Homes, Insurance, Microsoft Excel, Microsoft Office, Construction, Marketing, Sales, Contract Management
Education
The University of Georgia 1998 — 2001
Business, Marketing
University of Georgia - Terry College of Business 1998 — 2001
Business, Marketing
Milton High School
Arlene LeVert Arlene LeVert's New York Life Experience February 2009 - January 2010
Job Agent at NEW YORK LIFE
Industry Insurance
Experience
NEW YORK LIFE February 2009 - January 2010
Kaiser Permanente November 1988 - January 2009
Skills
Customer Service, Health Insurance, Healthcare
Education
The University of Akron 1983 — 1984
none, Data Processing/Theatre
NEW YORK LIFE February 2009 - January 2010
Kaiser Permanente November 1988 - January 2009
Skills
Customer Service, Health Insurance, Healthcare
Education
The University of Akron 1983 — 1984
none, Data Processing/Theatre
Paul T. Peele, CPA, CLU, ChFC, AEP Paul T. Peele, CPA, CLU, ChFC, AEP's New York Life Experience December 1983 - Present
Job Financial Services Professional at New York Life
Industry Insurance
Experience
New York Life December 1983 - Present
Goodman & Company June 1979 - December 1983
Skills
Retirement Planning, Estate Planning, Long Term Care, Financial Planning, Disability Insurance, Annuities, Insurance Planning, Retirement, Employee Benefits, Investments, Insurance, Succession Planning, IRA's, Health Insurance, Mutual Funds, 401k, Pensions, Long-term Care, Charitable Giving, Fixed Annuities, Term Life Insurance, Whole Life, Annuity, Wealth Accumulation, Wealth Management, Wealth Transfer, Retirement Income..., Asset Allocation, Financial Planners, IRAs, Long Term Care Insurance, Life Insurance, Variable Annuities, College Savings Plans, Series 6, 401k Rollovers, Roth IRA, Series 7, Financial Advisory, Universal Life, Buy-sell Agreements, Series 63, Wealth Management..., Securities, Investment Advisory
Education
The American College 2006 — 2007
ChFC, Financial Planning
The American College 1988 — 1992
CLU, Insurance, Economics, Taxation
Strome College of Business 1970 — 1978
BSBA, Accounting
New York Life December 1983 - Present
Goodman & Company June 1979 - December 1983
Skills
Retirement Planning, Estate Planning, Long Term Care, Financial Planning, Disability Insurance, Annuities, Insurance Planning, Retirement, Employee Benefits, Investments, Insurance, Succession Planning, IRA's, Health Insurance, Mutual Funds, 401k, Pensions, Long-term Care, Charitable Giving, Fixed Annuities, Term Life Insurance, Whole Life, Annuity, Wealth Accumulation, Wealth Management, Wealth Transfer, Retirement Income..., Asset Allocation, Financial Planners, IRAs, Long Term Care Insurance, Life Insurance, Variable Annuities, College Savings Plans, Series 6, 401k Rollovers, Roth IRA, Series 7, Financial Advisory, Universal Life, Buy-sell Agreements, Series 63, Wealth Management..., Securities, Investment Advisory
Education
The American College 2006 — 2007
ChFC, Financial Planning
The American College 1988 — 1992
CLU, Insurance, Economics, Taxation
Strome College of Business 1970 — 1978
BSBA, Accounting
Connie Guelich Connie Guelich's New York Life Experience 1980 - 1985
Job President Guelich Capital
Industry Investment Management
Experience
Guelich Capital Management LLC April 2006 - Present
Guelich Insurance Associates LLC January 2005 - Present
Guelich Financial Group LLC 1998 - November 2012
New England Financial 1985 - 1998
New York Life 1980 - 1985
Skills
Wealth Management, Retirement, Investments, Estate Planning, 401k, Financial Services, Investment Strategies, Wealth Management..., Strategy, Portfolio Management, Wealth, Financial Advisory, Asset Allocation, Investment Advisory, Asset Management, Investment Management, Securities, IRAs, Retirement Planning, Strategic Financial..., High Net Worth..., Public Speaking, Mutual Funds, Financial Planners, Finance, Asset Managment, 401k Advice for..., Financial Planning
Education
The American College 2004 — 2009
Master of Science, Financial Services
University of Maine 1965 — 1968
BA, History
Guelich Capital Management LLC April 2006 - Present
Guelich Insurance Associates LLC January 2005 - Present
Guelich Financial Group LLC 1998 - November 2012
New England Financial 1985 - 1998
New York Life 1980 - 1985
Skills
Wealth Management, Retirement, Investments, Estate Planning, 401k, Financial Services, Investment Strategies, Wealth Management..., Strategy, Portfolio Management, Wealth, Financial Advisory, Asset Allocation, Investment Advisory, Asset Management, Investment Management, Securities, IRAs, Retirement Planning, Strategic Financial..., High Net Worth..., Public Speaking, Mutual Funds, Financial Planners, Finance, Asset Managment, 401k Advice for..., Financial Planning
Education
The American College 2004 — 2009
Master of Science, Financial Services
University of Maine 1965 — 1968
BA, History
Jack Berdy Jack Berdy's New York Life Experience July 2005 - Present
Job Financial Services Professional at New York Life Insurance
Industry Financial Services
Experience
New York Life July 2005 - Present
San Diego Natural History Museum October 2004 - Present
Gaslamp Quarter Historical Foundation October 2005 - June 2011
Endurance Products January 1997 - February 2003
EMC January 1998 - February 2001
Ernst & Young April 1978 - March 1992
Skills
Volunteer Management, Board Development, Leadership, Non-profits, Outlook, Budgets, Microsoft Excel, Strategic Planning
Education
State University of New York at Stony Brook 1964 — 1968
BA, Economics
New York Life July 2005 - Present
San Diego Natural History Museum October 2004 - Present
Gaslamp Quarter Historical Foundation October 2005 - June 2011
Endurance Products January 1997 - February 2003
EMC January 1998 - February 2001
Ernst & Young April 1978 - March 1992
Skills
Volunteer Management, Board Development, Leadership, Non-profits, Outlook, Budgets, Microsoft Excel, Strategic Planning
Education
State University of New York at Stony Brook 1964 — 1968
BA, Economics
Alexander Adler Alexander Adler's New York Life Experience April 2003 - March 2014
Job President at HGA Financial LLC
Industry Insurance
Experience
HGA Financial LLC July 2011 - Present
New York Life April 2003 - March 2014
Schaefer Financial Group, Inc. April 2003 - July 2011
Skills
Employee Benefits, Life Insurance, Long Term Care Insurance, Health Insurance, Voluntary Employee..., Health Care Reform, Disability Insurance, Public Speaking, Leadership, Business Development, Small Business, Critical Illness, Strategic Planning, Insurance, Succession Planning, Brokers, Strategic Financial..., Financial Services, Retirement
Education
The George Washington University 1993 — 1997
The American School In London 1991 — 1993
HGA Financial LLC July 2011 - Present
New York Life April 2003 - March 2014
Schaefer Financial Group, Inc. April 2003 - July 2011
Skills
Employee Benefits, Life Insurance, Long Term Care Insurance, Health Insurance, Voluntary Employee..., Health Care Reform, Disability Insurance, Public Speaking, Leadership, Business Development, Small Business, Critical Illness, Strategic Planning, Insurance, Succession Planning, Brokers, Strategic Financial..., Financial Services, Retirement
Education
The George Washington University 1993 — 1997
The American School In London 1991 — 1993
Ed Harbaugh LUTCF Ed Harbaugh LUTCF's New York Life Experience May 2003 - Present
Job Agent at New York Life LongTerm Care
Industry Insurance
Experience
New York Life May 2003 - Present
New York Life 2003 - Present
Education
Temple University 1982 — 1984
New York Life May 2003 - Present
New York Life 2003 - Present
Education
Temple University 1982 — 1984
Tom Carsten Tom Carsten's New York Life Experience August 2003 - Present
Job New York LIfe
Industry Financial Services
Experience
New York Life August 2003 - Present
State Farm Insurance July 1995 - July 2003
State Farm Insurance January 1982 - July 1995
Skills
Retirement Planning, Long Term Care, Annuities, IRA's, Disability Insurance, Retirement, Insurance, Term Life Insurance, Mutual Funds, Finance, Long Term Care Insurance, Fixed Annuities, Life Insurance, IRAs, Roth IRA, Series 6, Long-term Care
Education
The American College
CLU, ChFC, LUTC, Thousands of hours of industry seminars and continuing education over 32 years
New York Life August 2003 - Present
State Farm Insurance July 1995 - July 2003
State Farm Insurance January 1982 - July 1995
Skills
Retirement Planning, Long Term Care, Annuities, IRA's, Disability Insurance, Retirement, Insurance, Term Life Insurance, Mutual Funds, Finance, Long Term Care Insurance, Fixed Annuities, Life Insurance, IRAs, Roth IRA, Series 6, Long-term Care
Education
The American College
CLU, ChFC, LUTC, Thousands of hours of industry seminars and continuing education over 32 years
Deana Larson, MBA PMP's New York Life Experience May 1999 - August 1999
Job Operations Project Program Manager
Industry Hospital & Health Care
Experience
McKesson June 2012 - March 2014
SAIC March 2005 - November 2010
MetLife May 2000 - December 2005
Canada Life Assurance Company June 1999 - April 2000
New York Life May 1999 - August 1999
Skills
Process Improvement, Program Management, Analysis, Integration, Project Management, Operations Management, Strategic Planning, PMP, Management, Risk Management, Insurance, Team Leadership, Business Development, Team Building, Project Planning, Training, Leadership, Budgets, Software Documentation, Business Process..., Government, Six Sigma, Green Belt, Financial Analysis, Financial Reporting, Business Analysis
Education
The University of Georgia
BA, Economics
University of Phoenix
MBA, Business Administration
McKesson June 2012 - March 2014
SAIC March 2005 - November 2010
MetLife May 2000 - December 2005
Canada Life Assurance Company June 1999 - April 2000
New York Life May 1999 - August 1999
Skills
Process Improvement, Program Management, Analysis, Integration, Project Management, Operations Management, Strategic Planning, PMP, Management, Risk Management, Insurance, Team Leadership, Business Development, Team Building, Project Planning, Training, Leadership, Budgets, Software Documentation, Business Process..., Government, Six Sigma, Green Belt, Financial Analysis, Financial Reporting, Business Analysis
Education
The University of Georgia
BA, Economics
University of Phoenix
MBA, Business Administration
Tim Howell's New York Life Experience 2004 - 2006
Job Financial Advisor, KadesMargolis Corporation
Industry Financial Services
Experience
Kades-Margolis Corporation March 2014 - Present
Wells Fargo Advisors LLC February 2012 - January 2014
Equinox Distributors February 2009 - November 2011
ICON Advisers March 2007 - September 2008
Protective Life January 2006 - January 2008
New York Life 2004 - 2006
Lincoln Financial Distributors 2000 - 2004
SunAmerica 1999 - 2000
Skills
Series 7, Mutual Funds, Annuities, Hedge Funds, Alternative Investments, Investments, Financial Markets, Managed Accounts, Managed Futures, Wholesaling, Public Speaking, Series 66, Insurance, Fixed Annuities, Strategic Financial..., 401k, Wholesale, Uniform Combined State..., Retirement Planning, Managing Accounts, Portfolio Management, Estate Planning, Wealth Management..., Retirement, Financial Services, Financial Planning, Wealth Management
Education
Temple University - Fox School of Business and Management 1993 — 1996
BBA, Economics
Girard College 1983 — 1991
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kades-Margolis Corporation March 2014 - Present
Wells Fargo Advisors LLC February 2012 - January 2014
Equinox Distributors February 2009 - November 2011
ICON Advisers March 2007 - September 2008
Protective Life January 2006 - January 2008
New York Life 2004 - 2006
Lincoln Financial Distributors 2000 - 2004
SunAmerica 1999 - 2000
Skills
Series 7, Mutual Funds, Annuities, Hedge Funds, Alternative Investments, Investments, Financial Markets, Managed Accounts, Managed Futures, Wholesaling, Public Speaking, Series 66, Insurance, Fixed Annuities, Strategic Financial..., 401k, Wholesale, Uniform Combined State..., Retirement Planning, Managing Accounts, Portfolio Management, Estate Planning, Wealth Management..., Retirement, Financial Services, Financial Planning, Wealth Management
Education
Temple University - Fox School of Business and Management 1993 — 1996
BBA, Economics
Girard College 1983 — 1991
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
B. Tumaini (Finley) Rivera B. Tumaini (Finley) Rivera's New York Life Experience October 1999 - December 2000
Job Fiercely Creative
Industry Entertainment
Experience
Jackoway Tyerman Wertheimer Austen Mandelbaum Morris & Klein September 2012 - Present
Jackoway Tyerman Wertheimer Austen Mandelbaum Morris & Klein October 2011 - September 2012
Overbrook Entertainment July 2010 - June 2011
Oregon Shakespeare Festival January 2009 - November 2009
Bel Air Investment Advisors September 2005 - December 2007
National Football League January 2000 - January 2002
New York Life October 1999 - December 2000
Education
The Ohio State University 1993 — 1997
Bachelor of Performing Arts, Dance
Chaminade-Julienne
Jackoway Tyerman Wertheimer Austen Mandelbaum Morris & Klein September 2012 - Present
Jackoway Tyerman Wertheimer Austen Mandelbaum Morris & Klein October 2011 - September 2012
Overbrook Entertainment July 2010 - June 2011
Oregon Shakespeare Festival January 2009 - November 2009
Bel Air Investment Advisors September 2005 - December 2007
National Football League January 2000 - January 2002
New York Life October 1999 - December 2000
Education
The Ohio State University 1993 — 1997
Bachelor of Performing Arts, Dance
Chaminade-Julienne
Ira Seiken Ira Seiken's New York Life Experience 2004 - 2012
Job Senior Project Manager, PMP | PMO Leader | Leading IT and Engineering projects to "Excellence in delivery".
Industry Information Technology and Services
Experience
GalaxE.Solutions 2012 - 2013
New York Life 2004 - 2012
Medco 2002 - 2004
Proact Technologies 2000 - 2002
FBI 1995 - 1997
Praxis Inc 1992 - 1995
Northrop Grumman Corporation 1985 - 1992
Skills
PMO, PMO set-up, PMO Development, PMP, Certified Project..., Software Project..., Project Management, Program Management, Business Analysis, Requirements Analysis, Vendor Management, SDLC, Project Engineering, Mechanical Engineering, MS Project, Microsoft Office, Project Portfolio..., Product Management, Engineering Management, Technical Writing, Risk Management, Project Planning, Microsoft Project
Education
The George Washington University 1999 — 1999
Master's Certificate, Project Management
Syracuse University 1980 — 1984
BSME, Mechanical Engineering
GalaxE.Solutions 2012 - 2013
New York Life 2004 - 2012
Medco 2002 - 2004
Proact Technologies 2000 - 2002
FBI 1995 - 1997
Praxis Inc 1992 - 1995
Northrop Grumman Corporation 1985 - 1992
Skills
PMO, PMO set-up, PMO Development, PMP, Certified Project..., Software Project..., Project Management, Program Management, Business Analysis, Requirements Analysis, Vendor Management, SDLC, Project Engineering, Mechanical Engineering, MS Project, Microsoft Office, Project Portfolio..., Product Management, Engineering Management, Technical Writing, Risk Management, Project Planning, Microsoft Project
Education
The George Washington University 1999 — 1999
Master's Certificate, Project Management
Syracuse University 1980 — 1984
BSME, Mechanical Engineering
Sarah Erp's New York Life Experience May 2008 - January 2012
Job Sr. Global Account Manager at Drillinginfo
Industry Oil & Energy
Experience
Drillinginfo August 2014 - Present
Drillinginfo August 2012 - August 2014
SWBC Investment Services January 2012 - August 2012
New York Life May 2008 - January 2012
Waddell and Reed Financial Services August 2007 - April 2008
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Financial Planners, Estate Planning, Retirement, Small Business, Sales, Executive-Level..., Sandler, New Business Development, Account Management, Oil/Gas, Energy, Oilfield, Oil & Gas Industry, Oil Industry, Drilling, DrillingInfo, SaaS, Oil & Gas Exploration, Analytics, CRM, B2B, Customer Retention, Strategic Partnerships, Management, Oil, Petroleum, Financial Planning, Oil & Gas
Education
Texas Tech University 2003 — 2007
Drillinginfo August 2014 - Present
Drillinginfo August 2012 - August 2014
SWBC Investment Services January 2012 - August 2012
New York Life May 2008 - January 2012
Waddell and Reed Financial Services August 2007 - April 2008
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Financial Planners, Estate Planning, Retirement, Small Business, Sales, Executive-Level..., Sandler, New Business Development, Account Management, Oil/Gas, Energy, Oilfield, Oil & Gas Industry, Oil Industry, Drilling, DrillingInfo, SaaS, Oil & Gas Exploration, Analytics, CRM, B2B, Customer Retention, Strategic Partnerships, Management, Oil, Petroleum, Financial Planning, Oil & Gas
Education
Texas Tech University 2003 — 2007
Lauren McCarthy's New York Life Experience December 1996 - December 1997
Job Marketing Consultant and fine artist
Industry Marketing and Advertising
Experience
Lauren Terry McCarthy ARTJewelry October 2009 - Present
Binghamton University September 2009 - Present
LTMcArtJewelry August 2009 - Present
Prudential Financial June 2006 - March 2008
MetLife September 2003 - June 2006
SmartWorks Consulting September 2001 - August 2003
Millward Brown IntelliQuest July 2000 - June 2001
Empire Funding Corp January 1998 - April 2000
New York Life December 1996 - December 1997
Security Mutual Life May 1990 - November 1996
Skills
Marketing Communications, Advertising, Event Planning, Copywriting, Brand Development, Training, Direct Marketing, Market Research, Art, Brand Management, Leadership, Marketing Strategy, Marketing, Product Development, Corporate Branding, Management, Product Marketing, Product Launch, Strategic Planning, Process Improvement, Social Media, Sales, Corporate Communications, Event Management, Time Management, Trade Shows, Public Relations, SEO
Education
Syracuse University 1974 — 1978
BFA, Visual Communications
Lauren Terry McCarthy ARTJewelry October 2009 - Present
Binghamton University September 2009 - Present
LTMcArtJewelry August 2009 - Present
Prudential Financial June 2006 - March 2008
MetLife September 2003 - June 2006
SmartWorks Consulting September 2001 - August 2003
Millward Brown IntelliQuest July 2000 - June 2001
Empire Funding Corp January 1998 - April 2000
New York Life December 1996 - December 1997
Security Mutual Life May 1990 - November 1996
Skills
Marketing Communications, Advertising, Event Planning, Copywriting, Brand Development, Training, Direct Marketing, Market Research, Art, Brand Management, Leadership, Marketing Strategy, Marketing, Product Development, Corporate Branding, Management, Product Marketing, Product Launch, Strategic Planning, Process Improvement, Social Media, Sales, Corporate Communications, Event Management, Time Management, Trade Shows, Public Relations, SEO
Education
Syracuse University 1974 — 1978
BFA, Visual Communications
Paul F. Griessel, CHFC, CLU, RFC Paul F. Griessel, CHFC, CLU, RFC's New York Life Experience September 1985 - June 1990
Job President Griessel Tiffany Group .
Industry Financial Services
Experience
Griessel Tiffany Group February 1995 - Present
Griessel Tiffany Group January 1994 - Present
Penn Mutual Life Insurance Company 1998 - 2004
New York Life Insurance Company June 1990 - February 1995
New York Life September 1985 - June 1990
Skills
Estate Planning, Investments, Wealth Management, Life Insurance, Small Business, Retirement Planning, Retirement, IRAs, Disability Insurance, Strategic Financial..., Fixed Annuities, Financial Planning, 401k Rollovers, Succession Planning, Special Needs funding, Charitable Gift Planning, Philanthropy, Key Person Insurance, Leadership, Sales, Marketing, Customer Service
Education
The American College 1983 — 1989
Chartered Financial Consultant & Chartered Life Underwriter, Insurance, Taxation, Pension Planning, Estate Planning
Wagner College, Staten Island, New York 1971 — 1975
BS, Austrian Economics & Bus Administration
The Shaker High School, Latham, New York 1968 — 1971
College Prep, Business/Managerial Economics
Griessel Tiffany Group February 1995 - Present
Griessel Tiffany Group January 1994 - Present
Penn Mutual Life Insurance Company 1998 - 2004
New York Life Insurance Company June 1990 - February 1995
New York Life September 1985 - June 1990
Skills
Estate Planning, Investments, Wealth Management, Life Insurance, Small Business, Retirement Planning, Retirement, IRAs, Disability Insurance, Strategic Financial..., Fixed Annuities, Financial Planning, 401k Rollovers, Succession Planning, Special Needs funding, Charitable Gift Planning, Philanthropy, Key Person Insurance, Leadership, Sales, Marketing, Customer Service
Education
The American College 1983 — 1989
Chartered Financial Consultant & Chartered Life Underwriter, Insurance, Taxation, Pension Planning, Estate Planning
Wagner College, Staten Island, New York 1971 — 1975
BS, Austrian Economics & Bus Administration
The Shaker High School, Latham, New York 1968 — 1971
College Prep, Business/Managerial Economics
William Radebaugh III William Radebaugh III's New York Life Experience December 2007 - May 2009
Job Outside Account Manager at Dental Health Products, Inc.
Industry Medical Devices
Experience
Dental Health Products, Inc. March 2011 - Present
Blue Technologies April 2009 - July 2011
New York Life December 2007 - May 2009
Midwest Business Products May 2002 - December 2007
Skills
Cold Calling
Education
The Ohio State University 2000 — 2007
Hudson High School 1997 — 2000
Dental Health Products, Inc. March 2011 - Present
Blue Technologies April 2009 - July 2011
New York Life December 2007 - May 2009
Midwest Business Products May 2002 - December 2007
Skills
Cold Calling
Education
The Ohio State University 2000 — 2007
Hudson High School 1997 — 2000
Brett Behrend Brett Behrend's New York Life Experience March 2007 - April 2012
Job Director of Client Services at Senior Helpers
Industry Real Estate
Experience
Senior Helpers November 2011 - Present
Real Estate June 2008 - Present
Cattle January 2006 - Present
New York Life March 2007 - April 2012
Skills
Management, Small Business, Healthcare
Education
Texas A&M University - Mays Business School 2003 — 2006
B.A., Management
Senior Helpers November 2011 - Present
Real Estate June 2008 - Present
Cattle January 2006 - Present
New York Life March 2007 - April 2012
Skills
Management, Small Business, Healthcare
Education
Texas A&M University - Mays Business School 2003 — 2006
B.A., Management
Yoel Y. Bodek Yoel Y. Bodek's New York Life Experience February 2004 - March 2008
Job Founding President at Brokers Central LLC
Industry Financial Services
Experience
csbEnvision Annual Conference August 2011 - Present
Brokers Central LLC July 2009 - Present
Computer Sciences for the Blind 2008 - Present
Upstate Special Risk Services May 2008 - April 2009
Bodek & Company Insurance & Financial Services March 2004 - March 2008
New York Life February 2004 - March 2008
MetLife Financial Services August 2000 - February 2004
Skills
Disability Insurance, Long Term Care, Brokers, Annuities, Term Life Insurance, Financial Planning, Estate Planning, Employee Benefits, Retirement Planning, Underwriting, Succession Planning, Long-term Care, Strategic Financial..., Fixed Annuities, Whole Life, Retirement, Health Insurance, Life Insurance, Mutual Funds, Financial Planners, 401k, Universal Life, Long Term Care Insurance, IRAs, Investments, Insurance, Critical Illness, Wealth, Medicare, Wealth Accumulation, Wealth Management
Education
The American College 2005 — 2007
Completed CFP program
Yeshiva Sharrei Yosher
csbEnvision Annual Conference August 2011 - Present
Brokers Central LLC July 2009 - Present
Computer Sciences for the Blind 2008 - Present
Upstate Special Risk Services May 2008 - April 2009
Bodek & Company Insurance & Financial Services March 2004 - March 2008
New York Life February 2004 - March 2008
MetLife Financial Services August 2000 - February 2004
Skills
Disability Insurance, Long Term Care, Brokers, Annuities, Term Life Insurance, Financial Planning, Estate Planning, Employee Benefits, Retirement Planning, Underwriting, Succession Planning, Long-term Care, Strategic Financial..., Fixed Annuities, Whole Life, Retirement, Health Insurance, Life Insurance, Mutual Funds, Financial Planners, 401k, Universal Life, Long Term Care Insurance, IRAs, Investments, Insurance, Critical Illness, Wealth, Medicare, Wealth Accumulation, Wealth Management
Education
The American College 2005 — 2007
Completed CFP program
Yeshiva Sharrei Yosher
Robert Quayle Robert Quayle's New York Life Experience 2007 - December 2008
Job Intelligence Analyst at US Army
Industry Financial Services
Experience
US Army January 2009 - Present
New York Life 2007 - December 2008
Lorain National Bank 2006 - 2007
FirstMerit Bank 2004 - 2006
National City Bank 1999 - 2004
Money Concepts 1993 - 1999
John Hancock 1990 - 1993
US Army March 1983 - March 1992
Education
The American College 1992 — 1996
US Army January 2009 - Present
New York Life 2007 - December 2008
Lorain National Bank 2006 - 2007
FirstMerit Bank 2004 - 2006
National City Bank 1999 - 2004
Money Concepts 1993 - 1999
John Hancock 1990 - 1993
US Army March 1983 - March 1992
Education
The American College 1992 — 1996
Sarah ONesti Sarah ONesti's New York Life Experience October 2004 - March 2013
Job Sales Associate
Industry Retail
Experience
Mass Mutual - Northwest Ohio January 2014 - July 2014
New York Life October 2004 - March 2013
McDonald Investments April 1998 - October 1999
Banc One Capital Corp. January 1997 - April 1998
Education
The Ohio State University 1986 — 1991
Bachelor Science, Finance
Grove City High School 1982 — 1986
College Prep
Mass Mutual - Northwest Ohio January 2014 - July 2014
New York Life October 2004 - March 2013
McDonald Investments April 1998 - October 1999
Banc One Capital Corp. January 1997 - April 1998
Education
The Ohio State University 1986 — 1991
Bachelor Science, Finance
Grove City High School 1982 — 1986
College Prep
Odin Clack Odin Clack's New York Life Experience 2004 - 2006
Job Director of Global Online Marketing at Mannatech
Industry Online Media
Experience
Odin Leather Goods April 2012 - Present
Mannatech March 2012 - Present
Mannatech November 2008 - March 2012
Mannatech November 2008 - August 2010
LATIMARK January 2007 - November 2008
Fort Worth ISD 2006 - 2007
The Clack Group, LLC 2001 - 2007
Shane Sklar for Congress 2006 - 2006
New York Life 2004 - 2006
Centivity, LLC 2004 - 2006
Skills
User Experience Design, Project Planning, Business Development, Content Management, E-commerce, IT Operations, IT Solutions, Leadership, Marketing, Management, Marketing Strategy, Online Marketing, Product Marketing, Project Management, Public Speaking, SEO, Sales, Sales Management, Sales Operations, Social Media, Social Media Marketing, Strategic Planning, Strategy, Team Building, Training, User Experience, Web Analytics, Website Development
Education
Texas A&M University 1998 — 2003
BA, Marketing
Odin Leather Goods April 2012 - Present
Mannatech March 2012 - Present
Mannatech November 2008 - March 2012
Mannatech November 2008 - August 2010
LATIMARK January 2007 - November 2008
Fort Worth ISD 2006 - 2007
The Clack Group, LLC 2001 - 2007
Shane Sklar for Congress 2006 - 2006
New York Life 2004 - 2006
Centivity, LLC 2004 - 2006
Skills
User Experience Design, Project Planning, Business Development, Content Management, E-commerce, IT Operations, IT Solutions, Leadership, Marketing, Management, Marketing Strategy, Online Marketing, Product Marketing, Project Management, Public Speaking, SEO, Sales, Sales Management, Sales Operations, Social Media, Social Media Marketing, Strategic Planning, Strategy, Team Building, Training, User Experience, Web Analytics, Website Development
Education
Texas A&M University 1998 — 2003
BA, Marketing
Jerry Prentice Jerry Prentice's New York Life Experience 1973 - Present
Job Owner, The Prentice Group
Industry Financial Services
Experience
The Prentice Group November 1973 - Present
New York Life 1973 - Present
U.S. Coast Guard October 1969 - October 1973
Skills
Estate Planning, Wealth Preservation..., Retirement Planning, Investments, Succession Planning, Legacies, Thought Leadership
Education
The American College 1979 — 1983
Chartered Financial Consultant, Finance and Financial Management Services
The George Washington University
The Prentice Group November 1973 - Present
New York Life 1973 - Present
U.S. Coast Guard October 1969 - October 1973
Skills
Estate Planning, Wealth Preservation..., Retirement Planning, Investments, Succession Planning, Legacies, Thought Leadership
Education
The American College 1979 — 1983
Chartered Financial Consultant, Finance and Financial Management Services
The George Washington University
Gary Anderson, CSP, CMP, GRI's New York Life Experience February 2009 - July 2010
Job Design/Build Consultant at Truberry Custom Homes
Industry Real Estate
Experience
Truberry Custom Homes August 2015 - Present
PulteGroup November 2011 - May 2015
Rockford Homes January 2010 - October 2010
New York Life February 2009 - July 2010
Rockford Homes February 2007 - November 2008
RE/MAX Affiliates Real Estate January 2006 - December 2006
Rockford Homes August 2004 - January 2006
Centex Homes 1998 - 2004
Coldwell Banker King Thompson Real Estate February 2002 - November 2002
Skills
MS Office Suite, Sage ACT! CRM, Single Family Homes, Home, Condos, New Home Sales, Residential, Microsoft Office, Residential Homes, First Time Home Buyers, CRM, Real Estate, Buyer Representation, Marketing, Luxury, Real Estate Transactions, New Homes, Construction, Foreclosures, Sales, Selling, Mortgage Lending, Customer Service, Loans, Negotiation, Relocation, Leadership, Move Up Buyers, Sellers, Referrals, Buyers, Real Property, Townhomes, FHA, Property, Resellers, Investors, Real Estate Development, Contract Negotiation, Real Estate Financing, Residential Mortgages, Relocation Buyers, Mortgage Banking, Public Speaking, Organizational...
Education
University of Southern Maine 1979 — 1982
Communication, Psychology (Double Major)
The Ohio State University 1974 — 1975
Pre-Med, Classics
Truberry Custom Homes August 2015 - Present
PulteGroup November 2011 - May 2015
Rockford Homes January 2010 - October 2010
New York Life February 2009 - July 2010
Rockford Homes February 2007 - November 2008
RE/MAX Affiliates Real Estate January 2006 - December 2006
Rockford Homes August 2004 - January 2006
Centex Homes 1998 - 2004
Coldwell Banker King Thompson Real Estate February 2002 - November 2002
Skills
MS Office Suite, Sage ACT! CRM, Single Family Homes, Home, Condos, New Home Sales, Residential, Microsoft Office, Residential Homes, First Time Home Buyers, CRM, Real Estate, Buyer Representation, Marketing, Luxury, Real Estate Transactions, New Homes, Construction, Foreclosures, Sales, Selling, Mortgage Lending, Customer Service, Loans, Negotiation, Relocation, Leadership, Move Up Buyers, Sellers, Referrals, Buyers, Real Property, Townhomes, FHA, Property, Resellers, Investors, Real Estate Development, Contract Negotiation, Real Estate Financing, Residential Mortgages, Relocation Buyers, Mortgage Banking, Public Speaking, Organizational...
Education
University of Southern Maine 1979 — 1982
Communication, Psychology (Double Major)
The Ohio State University 1974 — 1975
Pre-Med, Classics
Kyler Equi Kyler Equi's New York Life Experience May 2012 - August 2012
Job Marketing Project Specialist at Greenwich Associates
Industry Financial Services
Experience
Greenwich Associates August 2013 - Present
New York Life May 2012 - August 2012
Red Clover Handymen June 2009 - August 2011
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, VBA
Education
Susquehanna University 2009 — 2013
Bachelor of Science, Business Administration/Finance
Greenwich Associates August 2013 - Present
New York Life May 2012 - August 2012
Red Clover Handymen June 2009 - August 2011
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, VBA
Education
Susquehanna University 2009 — 2013
Bachelor of Science, Business Administration/Finance
Christine Travis, ChFC, CLTC Christine Travis, ChFC, CLTC's New York Life Experience 2005 - 2008
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2011 - Present
Nationwide Financial May 2008 - January 2011
New York Life 2005 - 2008
Prudential Financial March 2003 - August 2005
Skills
Wealth Management, Estate Planning, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, 401k, Insurance, Life Insurance, Series 7, Series 63, Series 6, Investment Advisory, Strategic Financial...
Education
The American College
ChFC, Financial Planning and Services
Thomas Edison State College
Nationwide Financial January 2011 - Present
Nationwide Financial May 2008 - January 2011
New York Life 2005 - 2008
Prudential Financial March 2003 - August 2005
Skills
Wealth Management, Estate Planning, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, 401k, Insurance, Life Insurance, Series 7, Series 63, Series 6, Investment Advisory, Strategic Financial...
Education
The American College
ChFC, Financial Planning and Services
Thomas Edison State College
Curtis Gifford's New York Life Experience April 2012 - July 2012
Job Sales and Account Manager at Paperitalo Publications, LLC
Industry Marketing and Advertising
Experience
Paperitalo Publications, LLC November 2013 - Present
LA Fitness November 2013 - Present
LA Fitness December 2012 - November 2013
Paperitalo Publications, LLC November 2012 - November 2013
New York Life April 2012 - July 2012
Paperitalo Publications August 2011 - August 2011
Camp All American June 2011 - August 2011
Camp All American June 2010 - August 2010
Fellowship of Christian Athletes May 2010 - June 2010
Camp All American June 2009 - July 2009
Skills
Leadership, Training, Fundraising, Marketing, Community Outreach, Sales, Customer Service, Research, Advertising, Project Planning, Teamwork, Team Building, Strategic Planning, Management, Public Relations, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
The University of Georgia 2007 — 2011
Bachelor of Science in Family and Consumer Science
Paperitalo Publications, LLC November 2013 - Present
LA Fitness November 2013 - Present
LA Fitness December 2012 - November 2013
Paperitalo Publications, LLC November 2012 - November 2013
New York Life April 2012 - July 2012
Paperitalo Publications August 2011 - August 2011
Camp All American June 2011 - August 2011
Camp All American June 2010 - August 2010
Fellowship of Christian Athletes May 2010 - June 2010
Camp All American June 2009 - July 2009
Skills
Leadership, Training, Fundraising, Marketing, Community Outreach, Sales, Customer Service, Research, Advertising, Project Planning, Teamwork, Team Building, Strategic Planning, Management, Public Relations, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
The University of Georgia 2007 — 2011
Bachelor of Science in Family and Consumer Science
Sara Vaughan CLU, ChFC Sara Vaughan CLU, ChFC's New York Life Experience October 2007 - May 2010
Job Life Product Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company June 2010 - September 2012
New York Life October 2007 - May 2010
New York Life and Beebe Financial Services July 2003 - November 2007
White Birch Lodge March 2000 - September 2002
Skills
Retirement Planning, Mutual Funds, Insurance, Estate Planning, Wealth Management, Investments, Strategic Financial..., Securities, Asset Managment, Financial Analysis, Portfolio Management, Risk Management
Education
The American College 2011 — 2011
Chartered Financial Consultant, Financial Planning and Services
The American College 2006 — 2008
Chartered Life Underwriter
University of Iowa 1997 — 2001
BBA, Economics and Political Science
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company June 2010 - September 2012
New York Life October 2007 - May 2010
New York Life and Beebe Financial Services July 2003 - November 2007
White Birch Lodge March 2000 - September 2002
Skills
Retirement Planning, Mutual Funds, Insurance, Estate Planning, Wealth Management, Investments, Strategic Financial..., Securities, Asset Managment, Financial Analysis, Portfolio Management, Risk Management
Education
The American College 2011 — 2011
Chartered Financial Consultant, Financial Planning and Services
The American College 2006 — 2008
Chartered Life Underwriter
University of Iowa 1997 — 2001
BBA, Economics and Political Science
Shad Reynolds, CFP®, CLU®, ChFC® Shad Reynolds, CFP®, CLU®, ChFC®'s New York Life Experience January 2001 - January 2007
Job Reynolds & Reynolds Financial Partners
Industry Financial Services
Experience
Reynolds & Reynolds Financial Partners January 2008 - Present
New York Life January 2001 - January 2007
First Command Financial Planning October 2001 - December 2006
First Command Financial Planning December 1999 - October 2001
First Command Financial Planning/ First Command Bank December 1999 - October 2001
DBS & Associates May 1998 - November 1999
Miller Motte Technical College January 1998 - January 1999
US Army May 1994 - May 1998
Skills
Insurance, Small Business, Investments, Financial Analysis, Cross-functional Team..., Employee Benefits, Organizational..., Strategic Thinking, Solution Selling..., Multimillion-Dollar..., Territory Growth/..., Annuities
Education
The American College 2007 — 2008
CFP®, CLU®, ChFC®
Tennessee Technological University 1989 — 1994
B.S Civil Engineering, Civil Engineering
Reynolds & Reynolds Financial Partners January 2008 - Present
New York Life January 2001 - January 2007
First Command Financial Planning October 2001 - December 2006
First Command Financial Planning December 1999 - October 2001
First Command Financial Planning/ First Command Bank December 1999 - October 2001
DBS & Associates May 1998 - November 1999
Miller Motte Technical College January 1998 - January 1999
US Army May 1994 - May 1998
Skills
Insurance, Small Business, Investments, Financial Analysis, Cross-functional Team..., Employee Benefits, Organizational..., Strategic Thinking, Solution Selling..., Multimillion-Dollar..., Territory Growth/..., Annuities
Education
The American College 2007 — 2008
CFP®, CLU®, ChFC®
Tennessee Technological University 1989 — 1994
B.S Civil Engineering, Civil Engineering
Laura Yao-Nieh Laura Yao-Nieh's New York Life Experience April 2009 - Present
Job Agent at New York Life
Industry Investment Banking
Experience
New York Life April 2009 - Present
Great Wall Chinese School September 2012 - January 2015
Barclays Capital September 2008 - November 2008
Lehman Brothers April 2003 - September 2008
StaffBridge, Inc. January 1999 - March 2003
Morgan Stanley July 1996 - January 1999
Skills
Fixed Income, Electronic Trading, Trading Systems, Securities, Sybase, Equities, Unix, Derivatives, CDS, Options, Trading, Bonds, Financial Markets, Investment Banking, Financial Services, Finance, Business Analysis, Capital Markets, Market Data, Bloomberg, Credit Derivatives, Risk Management, Java
Education
State University of New York at Stony Brook 1989 — 1993
Bachelor of Science (BS), Computer Science
The American College
Insurance
China
New York Life April 2009 - Present
Great Wall Chinese School September 2012 - January 2015
Barclays Capital September 2008 - November 2008
Lehman Brothers April 2003 - September 2008
StaffBridge, Inc. January 1999 - March 2003
Morgan Stanley July 1996 - January 1999
Skills
Fixed Income, Electronic Trading, Trading Systems, Securities, Sybase, Equities, Unix, Derivatives, CDS, Options, Trading, Bonds, Financial Markets, Investment Banking, Financial Services, Finance, Business Analysis, Capital Markets, Market Data, Bloomberg, Credit Derivatives, Risk Management, Java
Education
State University of New York at Stony Brook 1989 — 1993
Bachelor of Science (BS), Computer Science
The American College
Insurance
China
Stephanie Roellchen's New York Life Experience May 2009 - August 2010
Job Senior Underwriter at Americo Financial Life and Annuity
Industry Insurance
Experience
Americo Financial Life and Annuity September 2011 - Present
Ozark National Life Insurance Co. August 2010 - September 2011
New York Life May 2009 - August 2010
Americo Financial Life and Annuity October 2006 - January 2009
JMI Inc. February 1996 - July 2006
Career & Employment Services November 1992 - January 1995
Skills
Underwriting, Insurance, Customer Service, Life Insurance, Disability Insurance, Team Building, Training
Education
The University of Kansas 1996 — 2001
Bachelor's of General Studies, Psychology
Americo Financial Life and Annuity September 2011 - Present
Ozark National Life Insurance Co. August 2010 - September 2011
New York Life May 2009 - August 2010
Americo Financial Life and Annuity October 2006 - January 2009
JMI Inc. February 1996 - July 2006
Career & Employment Services November 1992 - January 1995
Skills
Underwriting, Insurance, Customer Service, Life Insurance, Disability Insurance, Team Building, Training
Education
The University of Kansas 1996 — 2001
Bachelor's of General Studies, Psychology
Vanessa Mueller Vanessa Mueller's New York Life Experience June 2007 - April 2008
Job Registered Nurse, BSN
Industry Hospital & Health Care
Experience
Vibra Healthcare February 2014 - Present
Vibra Healthcare October 2012 - Present
Cookies By Design October 2010 - July 2011
Delaware Valley Financial Group April 2008 - April 2010
New York Life June 2007 - April 2008
Skills
Career Counseling, Marketing, Program Management, Student Financial Aid, Sales, Nursing, Public Speaking, Sales Operations, Healthcare, Leadership, Event Planning, Customer Service, Leadership Development, Social Media, Microsoft Office, Social Networking
Education
Thomas Edison State College - Accelerated 2nd Degree BSN 2011 — 2013
Bachelor of Science, Nursing
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor, Marketing
Vibra Healthcare February 2014 - Present
Vibra Healthcare October 2012 - Present
Cookies By Design October 2010 - July 2011
Delaware Valley Financial Group April 2008 - April 2010
New York Life June 2007 - April 2008
Skills
Career Counseling, Marketing, Program Management, Student Financial Aid, Sales, Nursing, Public Speaking, Sales Operations, Healthcare, Leadership, Event Planning, Customer Service, Leadership Development, Social Media, Microsoft Office, Social Networking
Education
Thomas Edison State College - Accelerated 2nd Degree BSN 2011 — 2013
Bachelor of Science, Nursing
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor, Marketing
Randall Downs Randall Downs's New York Life Experience December 2006 - November 2008
Job Manager at Verisk Analytics ISO
Industry Insurance
Experience
Verisk Analytics - ISO July 2015 - Present
ISO November 2008 - July 2015
Wayne Community Schools August 2012 - December 2014
New York Life December 2006 - November 2008
Marsh November 2001 - December 2006
Hy Vee September 1996 - December 2001
Skills
Insurance, Health Insurance, Employee Benefits, Customer Service, Outlook, Fireworks, Fire Protection, Firefighting, Process Improvement, Property & Casualty..., Sales, Management, General Insurance, Commercial Insurance, Access, Workers Compensation, Risk Management, Microsoft Excel, Team Building, Casualty, Liability, Leadership, Microsoft Office, Analysis, Sales Management
Education
American College 2007 — 2008
LUTCF, Financial Services
Southwestern Community College 1996 — 1998
Associates, General
Verisk Analytics - ISO July 2015 - Present
ISO November 2008 - July 2015
Wayne Community Schools August 2012 - December 2014
New York Life December 2006 - November 2008
Marsh November 2001 - December 2006
Hy Vee September 1996 - December 2001
Skills
Insurance, Health Insurance, Employee Benefits, Customer Service, Outlook, Fireworks, Fire Protection, Firefighting, Process Improvement, Property & Casualty..., Sales, Management, General Insurance, Commercial Insurance, Access, Workers Compensation, Risk Management, Microsoft Excel, Team Building, Casualty, Liability, Leadership, Microsoft Office, Analysis, Sales Management
Education
American College 2007 — 2008
LUTCF, Financial Services
Southwestern Community College 1996 — 1998
Associates, General
Lori Pycior Wright Lori Pycior Wright's New York Life Experience 1989 - 1990
Job Director, Strategic Planning at Chesapeake Regional Medical Center
Industry Hospital & Health Care
Experience
Chesapeake Regional Medical Center February 2012 - Present
Children's Hospital of The King's Daughters June 2007 - January 2012
Chesapeake Regional Medical Center May 1993 - June 2007
Chesapeake General Hospital 1993 - 2007
Tidewater Health Care March 1990 - April 1993
New York Life 1989 - 1990
Hassell & Folkes 1988 - 1989
Virginia Port Authority 1985 - 1988
Skills
Strategic Planning, Healthcare Management, Management, Process Improvement, Marketing, Business Development, Public Relations, Operations Management, Physician Relations, Healthcare, Fundraising, Market Research, Budgets, Change Management, Program Management, Hospitals, Marketing Strategy, Event Planning, Event Management, Project Planning, Sales, Leadership, Leadership Development, Team Building, Advertising, Nonprofits, Professional Mentoring, Contract Negotiation, Training, Analysis, Healthcare Information..., Data Analysis, Cross-functional Team..., Revenue Cycle, Managed Care, Physicians, EMR, Organizational..., Performance Improvement, Team Leadership, EHR, Project Management, Public Speaking, Strategy, Research, Management Consulting, Program Development, Business Strategy, Healthcare Consulting
Education
The College of William and Mary - The Mason School of Business 1985 — 1987
MBA, Business Administration
Virginia Wesleyan College 1979 — 1984
BA, Political Science, Public Administration
Chesapeake Regional Medical Center February 2012 - Present
Children's Hospital of The King's Daughters June 2007 - January 2012
Chesapeake Regional Medical Center May 1993 - June 2007
Chesapeake General Hospital 1993 - 2007
Tidewater Health Care March 1990 - April 1993
New York Life 1989 - 1990
Hassell & Folkes 1988 - 1989
Virginia Port Authority 1985 - 1988
Skills
Strategic Planning, Healthcare Management, Management, Process Improvement, Marketing, Business Development, Public Relations, Operations Management, Physician Relations, Healthcare, Fundraising, Market Research, Budgets, Change Management, Program Management, Hospitals, Marketing Strategy, Event Planning, Event Management, Project Planning, Sales, Leadership, Leadership Development, Team Building, Advertising, Nonprofits, Professional Mentoring, Contract Negotiation, Training, Analysis, Healthcare Information..., Data Analysis, Cross-functional Team..., Revenue Cycle, Managed Care, Physicians, EMR, Organizational..., Performance Improvement, Team Leadership, EHR, Project Management, Public Speaking, Strategy, Research, Management Consulting, Program Development, Business Strategy, Healthcare Consulting
Education
The College of William and Mary - The Mason School of Business 1985 — 1987
MBA, Business Administration
Virginia Wesleyan College 1979 — 1984
BA, Political Science, Public Administration
celine nguyen celine nguyen's New York Life Experience May 2015 - Present
Job IT Service Operations Strategy and Execution
Industry Program Development
Experience
New York Life May 2015 - Present
Skills
Technical Recruiting, Internet Recruiting, Applicant Tracking..., Recruiting, Cold Calling, SDLC, Business Development, Talent Acquisition, Benefits Negotiation, Sourcing, Staffing Services, Onboarding, Solution Selling, Account Management, Screening Resumes, Interviews, College Recruiting, Contract Recruitment, Information Technology, Consulting, Training, Networking, Vendor Management, Management, Temporary Placement, Sales, Staff Augmentation, Human Resources, Executive Search, CRM, Permanent Placement, IT Recruitment, Leadership, Professional Services, Screening, Salesforce.com, Lead Generation, Building Relationships, Hiring, Sales Process, SaaS, Talent Management, Direct Sales, Temporary Staffing, Customer Retention, Recruitment Advertising, Time Management, Enterprise Software, Employee Training
Education
The University of Georgia
Bachelor of Arts, Speech Communication
network transformation
New York Life May 2015 - Present
Skills
Technical Recruiting, Internet Recruiting, Applicant Tracking..., Recruiting, Cold Calling, SDLC, Business Development, Talent Acquisition, Benefits Negotiation, Sourcing, Staffing Services, Onboarding, Solution Selling, Account Management, Screening Resumes, Interviews, College Recruiting, Contract Recruitment, Information Technology, Consulting, Training, Networking, Vendor Management, Management, Temporary Placement, Sales, Staff Augmentation, Human Resources, Executive Search, CRM, Permanent Placement, IT Recruitment, Leadership, Professional Services, Screening, Salesforce.com, Lead Generation, Building Relationships, Hiring, Sales Process, SaaS, Talent Management, Direct Sales, Temporary Staffing, Customer Retention, Recruitment Advertising, Time Management, Enterprise Software, Employee Training
Education
The University of Georgia
Bachelor of Arts, Speech Communication
network transformation
Lauren Barnes Lauren Barnes's New York Life Experience November 2011 - April 2012
Job Human Resources Generalist at Liquidation Channel
Industry Human Resources
Experience
Liquidation Channel March 2015 - Present
Liquidation Channel May 2012 - Present
New York Life November 2011 - April 2012
Texas Water Development Board May 2009 - August 2009
Sanchez Law Firm May 2005 - August 2005
Skills
Employee Benefits, Benefits Administration, Customer Service, New Hire Orientations, Onboarding, Policy, College Recruiting, Employee Relations, Microsoft Excel, Human Resources, PeopleSoft, Outlook, HRIS, Applicant Tracking..., Microsoft Office, PowerPoint, Administration
Education
Texas State University 2005 — 2009
BBA, Business Management
Texas State University 2005 — 2009
Bachelor's degree, Business Management
Liquidation Channel March 2015 - Present
Liquidation Channel May 2012 - Present
New York Life November 2011 - April 2012
Texas Water Development Board May 2009 - August 2009
Sanchez Law Firm May 2005 - August 2005
Skills
Employee Benefits, Benefits Administration, Customer Service, New Hire Orientations, Onboarding, Policy, College Recruiting, Employee Relations, Microsoft Excel, Human Resources, PeopleSoft, Outlook, HRIS, Applicant Tracking..., Microsoft Office, PowerPoint, Administration
Education
Texas State University 2005 — 2009
BBA, Business Management
Texas State University 2005 — 2009
Bachelor's degree, Business Management
Seth Asman Seth Asman's New York Life Experience 2006 - 2012
Job Woodmark Forest Industries
Industry Paper & Forest Products
Experience
Woodmark Forest Industries 2013 - Present
Allstate 2012 - 2013
New York Life 2006 - 2012
Nationwide Insurance 2004 - 2006
Greater Harrisburg Church of Christ 2000 - 2004
American Express Financial Advisors 1999 - 2000
Black & Decker 1998 - 1998
Skills
Leadership, Collaborative Problem..., Team Building, Public Speaking, Training, Project Management, Financial Planning, Business Development..., Insurance, Consultative Selling, Retirement, Strategic Analysis, Wealth Management, Retirement Planning, Financial Services, Finance, Fixed Annuities, Mutual Funds, Estate Planning, Long-term Care, 401k, Succession Planning, Life Insurance, Series 6, Term Life Insurance, Analysis, Tax, Disability Insurance, Long Term Care Insurance, Financial Advisory, IRAs, Wealth, Financial Planners, Variable Annuities, Employee Benefits, Long Term Care, Strategic Financial..., Whole Life, Series 7, Series 63, Tax Reduction Strategies, Wealth Transfer Planning
Education
Susquehanna University 1994 — 1998
Bachelor of Science, Business Finance & Human Resources
The American College
Finance, General
Woodmark Forest Industries 2013 - Present
Allstate 2012 - 2013
New York Life 2006 - 2012
Nationwide Insurance 2004 - 2006
Greater Harrisburg Church of Christ 2000 - 2004
American Express Financial Advisors 1999 - 2000
Black & Decker 1998 - 1998
Skills
Leadership, Collaborative Problem..., Team Building, Public Speaking, Training, Project Management, Financial Planning, Business Development..., Insurance, Consultative Selling, Retirement, Strategic Analysis, Wealth Management, Retirement Planning, Financial Services, Finance, Fixed Annuities, Mutual Funds, Estate Planning, Long-term Care, 401k, Succession Planning, Life Insurance, Series 6, Term Life Insurance, Analysis, Tax, Disability Insurance, Long Term Care Insurance, Financial Advisory, IRAs, Wealth, Financial Planners, Variable Annuities, Employee Benefits, Long Term Care, Strategic Financial..., Whole Life, Series 7, Series 63, Tax Reduction Strategies, Wealth Transfer Planning
Education
Susquehanna University 1994 — 1998
Bachelor of Science, Business Finance & Human Resources
The American College
Finance, General
Paul Salas Paul Salas's New York Life Experience 2006 - 2006
Job Accounting Manager at Apple, Inc.
Industry Accounting
Experience
Apple May 2007 - Present
New York Life 2006 - 2006
Computer Sciences Corporation 2000 - 2006
Skills
Financial Reporting, Accounting, Forecasting, SAP, Budgeting, Excel, General Ledger, SOX, Fixed Assets, GAAP, Accounts Payable, Accounts Receivable, Hyperion, Reconciliations, Oracle Financials, Microsoft Office, Word, P&L, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Microsoft Excel, Financial Analysis, Account Reconciliation, Auditing, Budgets, Financial Accounting
Education
Texas State University 1997 — 1999
MBA, Accounting
Apple May 2007 - Present
New York Life 2006 - 2006
Computer Sciences Corporation 2000 - 2006
Skills
Financial Reporting, Accounting, Forecasting, SAP, Budgeting, Excel, General Ledger, SOX, Fixed Assets, GAAP, Accounts Payable, Accounts Receivable, Hyperion, Reconciliations, Oracle Financials, Microsoft Office, Word, P&L, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Microsoft Excel, Financial Analysis, Account Reconciliation, Auditing, Budgets, Financial Accounting
Education
Texas State University 1997 — 1999
MBA, Accounting
Gary P. Lux, ChFC, CFP Gary P. Lux, ChFC, CFP's New York Life Experience November 1978 - April 2004
Job Registered Representative, Investment Advisor Representitive at Lincoln Financial Securities Corporation
Industry Financial Services
Experience
Patriot Benefit Resources LLC May 2009 - Present
Lincoln Financial Securities Corporation September 2008 - Present
Fortune Strategies LLC November 1987 - Present
New York Life November 1978 - April 2004
Skills
Retirement Planning, Life Insurance, Retirement, Investment Advisory, Fixed Annuities, Investments, Mutual Funds, Wealth Management, Strategic Financial..., IRAs, Estate Planning, Series 7, Asset Allocation, Financial Advisory, 401k, Financial Planners
Education
Temple University - Fox School of Business and Management 1973 — 1978
BBA, Accounting, Economics
Council Rock H.S. 1971 — 1973
diploma
American College
CLU, ChFC, Financial Services
Patriot Benefit Resources LLC May 2009 - Present
Lincoln Financial Securities Corporation September 2008 - Present
Fortune Strategies LLC November 1987 - Present
New York Life November 1978 - April 2004
Skills
Retirement Planning, Life Insurance, Retirement, Investment Advisory, Fixed Annuities, Investments, Mutual Funds, Wealth Management, Strategic Financial..., IRAs, Estate Planning, Series 7, Asset Allocation, Financial Advisory, 401k, Financial Planners
Education
Temple University - Fox School of Business and Management 1973 — 1978
BBA, Accounting, Economics
Council Rock H.S. 1971 — 1973
diploma
American College
CLU, ChFC, Financial Services
Kyler Ford's New York Life Experience June 2015 - Present
Job Agent at New York Life
Industry Financial Services
Experience
New York Life June 2015 - Present
Rock Creek Clays March 2012 - October 2013
Champs Camp June 2007 - June 2013
Atlas Foundation January 2011 - January 2012
Skills
Microsoft Office, Management, Producing, Microsoft Excel, Research, Strategic Planning, Teamwork, Marketing Strategy, Marketing, Event Planning, Customer Service, Leadership, Public Speaking, Team Building, Social Media, Sales
Education
Texas State University 2014 — 2015
Bachelor of Business Administration (BBA), Business/Managerial Economics
Tarrant County College 2011 — 2013
Associate of Arts (A.A.)
New York Life June 2015 - Present
Rock Creek Clays March 2012 - October 2013
Champs Camp June 2007 - June 2013
Atlas Foundation January 2011 - January 2012
Skills
Microsoft Office, Management, Producing, Microsoft Excel, Research, Strategic Planning, Teamwork, Marketing Strategy, Marketing, Event Planning, Customer Service, Leadership, Public Speaking, Team Building, Social Media, Sales
Education
Texas State University 2014 — 2015
Bachelor of Business Administration (BBA), Business/Managerial Economics
Tarrant County College 2011 — 2013
Associate of Arts (A.A.)
Norman Craig Norman Craig's New York Life Experience December 2004 - October 2006
Job MetLife
Industry Financial Services
Experience
MetLife July 2015 - Present
NYLIFE Securities, LLC January 2010 - July 2015
Webster University January 1985 - May 2012
New York Life Insurance Company November 2006 - January 2010
New York Life December 2004 - October 2006
Immedient September 2002 - December 2004
Genesis 10 May 2000 - August 2002
Cap-Gemini/Ernst & Young 1997 - May 2000
Marion Labs, Marion Merrell Dow, Hoerchst Marion Roussel December 1976 - June 1997
Skills
Life Insurance, 401k, Finance, Financial Services, Mutual Funds, Management, Employee Benefits, Disability Insurance, Small Business, Securities, Annuity Sales, Asset Protection, Management Consulting, Term Life Insurance, Wealth, Licensed Life Insurance..., LUTCF, Insurance
Education
Webster University 1981 — 1983
Master's, Management, Leadership, 4.0
Temple University 1972 — 1976
BS, Education/Business Administration, Honor's Graduate
MetLife July 2015 - Present
NYLIFE Securities, LLC January 2010 - July 2015
Webster University January 1985 - May 2012
New York Life Insurance Company November 2006 - January 2010
New York Life December 2004 - October 2006
Immedient September 2002 - December 2004
Genesis 10 May 2000 - August 2002
Cap-Gemini/Ernst & Young 1997 - May 2000
Marion Labs, Marion Merrell Dow, Hoerchst Marion Roussel December 1976 - June 1997
Skills
Life Insurance, 401k, Finance, Financial Services, Mutual Funds, Management, Employee Benefits, Disability Insurance, Small Business, Securities, Annuity Sales, Asset Protection, Management Consulting, Term Life Insurance, Wealth, Licensed Life Insurance..., LUTCF, Insurance
Education
Webster University 1981 — 1983
Master's, Management, Leadership, 4.0
Temple University 1972 — 1976
BS, Education/Business Administration, Honor's Graduate
Lauren Traveling Dog Trainer Lauren Traveling Dog Trainer's New York Life Experience 2005 - 2008
Job Trainer & Owner at Traveling Dog Trainer
Industry Professional Training & Coaching
Experience
Traveling Dog Training Clinics June 2013 - Present
Traveling Dog Trainer July 2005 - Present
North Texas Bully Breed Club June 2008 - December 2011
Southwest Consulting Associates November 2008 - July 2011
New York Life 2005 - 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, Marketing, Customer Service, Data Analysis, Strategic Planning, Budgets, Office Management, Process Improvement, Event Planning, Microsoft Word, Analysis, Public Speaking, Administrative..., Outlook, Financial Analysis, Fundraising, Sales, Dog Training, Training, Teaching, Leadership, Nonprofits
Education
Texas A&M University 1998 — 2002
BS, Wildlife & Fisheries Sciences
Traveling Dog Training Clinics June 2013 - Present
Traveling Dog Trainer July 2005 - Present
North Texas Bully Breed Club June 2008 - December 2011
Southwest Consulting Associates November 2008 - July 2011
New York Life 2005 - 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, Marketing, Customer Service, Data Analysis, Strategic Planning, Budgets, Office Management, Process Improvement, Event Planning, Microsoft Word, Analysis, Public Speaking, Administrative..., Outlook, Financial Analysis, Fundraising, Sales, Dog Training, Training, Teaching, Leadership, Nonprofits
Education
Texas A&M University 1998 — 2002
BS, Wildlife & Fisheries Sciences
P.J. Thompson P.J. Thompson's New York Life Experience February 2006 - Present
Job Agent at New York Life
Industry Financial Services
Experience
New York Life February 2006 - Present
New York Life Insurance 2006 - Present
BNI 2008 - 2010
BNI 2008 - 2010
South Shore Baseball Club January 1997 - May 2006
Skills
Life Insurance, Estate Planning, Retirement, Insurance, Disability Insurance, Long-term Care, Finance, Sales, Customer Service, Small Business, Retirement Planning
Education
American College 2006 — 2007
CLTC, Long Term Care
Suffolk University 2003 — 2006
Braintree High School
New York Life February 2006 - Present
New York Life Insurance 2006 - Present
BNI 2008 - 2010
BNI 2008 - 2010
South Shore Baseball Club January 1997 - May 2006
Skills
Life Insurance, Estate Planning, Retirement, Insurance, Disability Insurance, Long-term Care, Finance, Sales, Customer Service, Small Business, Retirement Planning
Education
American College 2006 — 2007
CLTC, Long Term Care
Suffolk University 2003 — 2006
Braintree High School
Jie Gong's New York Life Experience March 2009 - August 2009
Job Logistics Ops Specialist at Unilever
Industry Consumer Goods
Experience
Unilever April 2015 - Present
Unilever January 2014 - March 2015
UCI-FRAM Group January 2011 - January 2014
J&J (U.S.) Trustworthy, Inc. September 2009 - January 2011
Subway World Headquarters July 2010 - December 2010
New York Life March 2009 - August 2009
HSBC Bank U.S.A., N.A. June 2008 - December 2008
Temple University January 2006 - May 2008
Skills
SAP, Salesforce.com, Microsoft Office, Automotive, Supply Chain, Customer Service, Outlook, Logistics, Customer Satisfaction, Microsoft Excel, Export, AS400, Freight Forwarding, Hazardous Materials, IMO, Account Management, Bilingual, Mandarin, Global Logistics, Computer Hardware, Mac OS X, Export Documentation, Coordination, Automotive Aftermarket, Sales Support, Photoshop, Windows 7, Shipping, Customer Relations, Excel, International Business, PowerPoint, Word, Problem Solving, Documentation, NetSuite, Pay Close Attention to..., Organization, Team-oriented, Letters of Credit, Internal Communications, Compliance, Screening, Sales Operations, International Trade, Forecasting, Inventory Management, Supply Chain Management, Analysis, Time Management
Education
Temple University 2005 — 2008
Bachelor of Business Administration
Tianjin Foreign Studies University 2003 — 2005
Unilever April 2015 - Present
Unilever January 2014 - March 2015
UCI-FRAM Group January 2011 - January 2014
J&J (U.S.) Trustworthy, Inc. September 2009 - January 2011
Subway World Headquarters July 2010 - December 2010
New York Life March 2009 - August 2009
HSBC Bank U.S.A., N.A. June 2008 - December 2008
Temple University January 2006 - May 2008
Skills
SAP, Salesforce.com, Microsoft Office, Automotive, Supply Chain, Customer Service, Outlook, Logistics, Customer Satisfaction, Microsoft Excel, Export, AS400, Freight Forwarding, Hazardous Materials, IMO, Account Management, Bilingual, Mandarin, Global Logistics, Computer Hardware, Mac OS X, Export Documentation, Coordination, Automotive Aftermarket, Sales Support, Photoshop, Windows 7, Shipping, Customer Relations, Excel, International Business, PowerPoint, Word, Problem Solving, Documentation, NetSuite, Pay Close Attention to..., Organization, Team-oriented, Letters of Credit, Internal Communications, Compliance, Screening, Sales Operations, International Trade, Forecasting, Inventory Management, Supply Chain Management, Analysis, Time Management
Education
Temple University 2005 — 2008
Bachelor of Business Administration
Tianjin Foreign Studies University 2003 — 2005
Henry Talamantes Henry Talamantes's New York Life Experience August 2008 - October 2009
Job
Industry Management Consulting
Experience
Strategic Wealth Planning September 2013 - March 2015
Merrill Lynch June 2010 - August 2013
New York Life August 2008 - October 2009
Skills
401k, Defined Contribution, Defined Benefit, Retirement Plan..., Qualified Retirement..., Business Planning, Small Business..., Small Business, Portfolio Management, Investment Strategies, Financial Services, Retirement Planning, Pensions, Asset Allocation, Retirement, Investments, Mutual Funds
Education
Texas A&M University - Mays Business School 2004 — 2008
Management, Entrepreneurship
Strategic Wealth Planning September 2013 - March 2015
Merrill Lynch June 2010 - August 2013
New York Life August 2008 - October 2009
Skills
401k, Defined Contribution, Defined Benefit, Retirement Plan..., Qualified Retirement..., Business Planning, Small Business..., Small Business, Portfolio Management, Investment Strategies, Financial Services, Retirement Planning, Pensions, Asset Allocation, Retirement, Investments, Mutual Funds
Education
Texas A&M University - Mays Business School 2004 — 2008
Management, Entrepreneurship
Jacob Rocchi's New York Life Experience May 2009 - September 2009
Job Financial Services Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company May 2011 - Present
American Benefits Consulting, LLC May 2010 - September 2010
NEW YORK LIFE May 2009 - September 2009
Vineyard Vines April 2008 - March 2009
Skills
PowerPoint, Excel, Word, Access, Insurance, Photoshop, Analysis, Outlook
Education
The George Washington University 2007 — 2011
BBA, Finance
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance/ Marketing
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company May 2011 - Present
American Benefits Consulting, LLC May 2010 - September 2010
NEW YORK LIFE May 2009 - September 2009
Vineyard Vines April 2008 - March 2009
Skills
PowerPoint, Excel, Word, Access, Insurance, Photoshop, Analysis, Outlook
Education
The George Washington University 2007 — 2011
BBA, Finance
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance/ Marketing
michelle ferron michelle ferron's New York Life Experience April 2005 - November 2010
Job agent at new york life
Industry Insurance
Experience
Allstate November 2010 - Present
New York Life April 2005 - November 2010
Education
The American College 2006 — 2008
LUTCF
Allstate November 2010 - Present
New York Life April 2005 - November 2010
Education
The American College 2006 — 2008
LUTCF
David Bressoud, LUTCF David Bressoud, LUTCF's New York Life Experience August 1998 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life August 1998 - Present
Education
Saratoga HS
The American College
LUCTF
University of California, San Francisco
New York Life August 1998 - Present
Education
Saratoga HS
The American College
LUCTF
University of California, San Francisco
Sean Daily Sean Daily's New York Life Experience 1991 - 1997
Job CEO at The 108 Group, LLC
Industry Online Media
Experience
Social Media Ninjas January 2011 - Present
Social Media Ninjas / Dental Marketing Ninjas January 2010 - Present
MartialSkill and MartialSkill University January 2008 - Present
SeanDaily.com November 2004 - Present
Simple Earth Media January 2007 - September 2010
Realtime Publishers September 1999 - November 2007
Windows NT/2000/IT Pro Magazine July 1996 - August 2004
iNTellinet Solutions, Inc. January 1989 - November 1999
New York Life 1991 - 1997
Skills
Online Marketing, SEO, Mobile Marketing, Video Production, Video Editing, Videographer, Podcasting, Podcast Production, Social Media, Social Media Marketing, Social Media Development, Social Media Monitoring, Internet Strategy, Mobile Internet, Marketing Strategy, Marketing Communications, Product Marketing, Product Launch, Email Marketing, Technical Writing, Entrepreneurship, Entrepreneur, Internet Entrepreneur, Entrepreneurial..., Entrepreneurial..., New Business Development, Reputation Management, Online Reputation..., Bing, Google, Web Design, Website Development, Web Development, Wordpress, Word Of Mouth Marketing, SEO copywriting, Local Search, Mobile Search, Search, Organic Search, Videography, Online Advertising, Blogging, YouTube, Publishing, PPC, Online Lead Generation, Content Marketing, SEM, SMO
Education
Syracuse University 1987 — 1989
University of Massachusetts, Amherst 1986 — 1987
Social Media Ninjas January 2011 - Present
Social Media Ninjas / Dental Marketing Ninjas January 2010 - Present
MartialSkill and MartialSkill University January 2008 - Present
SeanDaily.com November 2004 - Present
Simple Earth Media January 2007 - September 2010
Realtime Publishers September 1999 - November 2007
Windows NT/2000/IT Pro Magazine July 1996 - August 2004
iNTellinet Solutions, Inc. January 1989 - November 1999
New York Life 1991 - 1997
Skills
Online Marketing, SEO, Mobile Marketing, Video Production, Video Editing, Videographer, Podcasting, Podcast Production, Social Media, Social Media Marketing, Social Media Development, Social Media Monitoring, Internet Strategy, Mobile Internet, Marketing Strategy, Marketing Communications, Product Marketing, Product Launch, Email Marketing, Technical Writing, Entrepreneurship, Entrepreneur, Internet Entrepreneur, Entrepreneurial..., Entrepreneurial..., New Business Development, Reputation Management, Online Reputation..., Bing, Google, Web Design, Website Development, Web Development, Wordpress, Word Of Mouth Marketing, SEO copywriting, Local Search, Mobile Search, Search, Organic Search, Videography, Online Advertising, Blogging, YouTube, Publishing, PPC, Online Lead Generation, Content Marketing, SEM, SMO
Education
Syracuse University 1987 — 1989
University of Massachusetts, Amherst 1986 — 1987
Deb Clem-Buckert Deb Clem-Buckert's New York Life Experience March 2004 - October 2007
Job Entrepreneur | Blogger | Social Media Consultant | Conversation Marketer | Babble Top 100 Reader's Choice Winner
Industry Marketing and Advertising
Experience
DebCB Media February 2013 - Present
It's me, debcb! December 2010 - Present
High Powered Women's Networking April 2013 - Present
LivingSocial October 2012 - November 2012
Plum District January 2012 - August 2012
Woody Financial Group, Inc. April 2011 - January 2012
Woody Financial Group September 2009 - March 2011
Mom2Mom February 2009 - December 2010
HighPointe Financial Group November 2007 - September 2009
New York Life March 2004 - October 2007
Skills
Sales, Sales Management, New Business Development, Blogging, Digital Marketing, Marketing Strategy, Social Media, Advertising, Training, Salesforce.com, Contract Negotiation, Sales Process, Direct Sales, Social Media Marketing, Business Networking, Newspaper, Strategic Planning, New Hire Training, Mentoring, Coaching, Social Networking, Marketing, Leadership, Budgets, Public Speaking, Account Management, Team Building, B2B, Customer Service, Small Business, Selling, Entrepreneurship, Team Leadership, Management, Event Planning, Recruiting, Networking, CRM, Strategy, Time Management, Customer Retention, Email Marketing, Fundraising, Marketing Communications, Facebook, Online Advertising, Public Relations, Lead Generation, Direct Marketing, Program Management
Education
The University of Kansas 1992 — 1994
MSJ, Journalism
University of Missouri-Columbia 1986 — 1989
Bachelor of Arts, Communications
Richwoods High School 1982 — 1986
DebCB Media February 2013 - Present
It's me, debcb! December 2010 - Present
High Powered Women's Networking April 2013 - Present
LivingSocial October 2012 - November 2012
Plum District January 2012 - August 2012
Woody Financial Group, Inc. April 2011 - January 2012
Woody Financial Group September 2009 - March 2011
Mom2Mom February 2009 - December 2010
HighPointe Financial Group November 2007 - September 2009
New York Life March 2004 - October 2007
Skills
Sales, Sales Management, New Business Development, Blogging, Digital Marketing, Marketing Strategy, Social Media, Advertising, Training, Salesforce.com, Contract Negotiation, Sales Process, Direct Sales, Social Media Marketing, Business Networking, Newspaper, Strategic Planning, New Hire Training, Mentoring, Coaching, Social Networking, Marketing, Leadership, Budgets, Public Speaking, Account Management, Team Building, B2B, Customer Service, Small Business, Selling, Entrepreneurship, Team Leadership, Management, Event Planning, Recruiting, Networking, CRM, Strategy, Time Management, Customer Retention, Email Marketing, Fundraising, Marketing Communications, Facebook, Online Advertising, Public Relations, Lead Generation, Direct Marketing, Program Management
Education
The University of Kansas 1992 — 1994
MSJ, Journalism
University of Missouri-Columbia 1986 — 1989
Bachelor of Arts, Communications
Richwoods High School 1982 — 1986
George Knox, CRPC,CLTC George Knox, CRPC,CLTC's New York Life Experience October 2005 - December 2009
Job Financial Sales Education Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC July 2015 - Present
New York Life Insurance Company June 2013 - July 2015
Genworth Financial October 2010 - June 2013
New York Life October 2005 - December 2009
Allstate Financial January 1999 - October 2005
MDS/Bankmark January 1997 - January 1999
Liberty Financial (IFMG) October 1987 - January 1997
United States Air Force June 1975 - August 1987
Skills
Fixed Annuities, Retirement, Mutual Funds, Long Term Care Insurance, Investments, Life Insurance, Series 7, Business Planning, Sales, Strategic Planning, Wealth, Marketing, Insurance, Long-term Care, Financial Services, Sales Recruitment
Education
The Citadel 1971 — 1975
BBA, Business Management
Allstate Financial Services, LLC July 2015 - Present
New York Life Insurance Company June 2013 - July 2015
Genworth Financial October 2010 - June 2013
New York Life October 2005 - December 2009
Allstate Financial January 1999 - October 2005
MDS/Bankmark January 1997 - January 1999
Liberty Financial (IFMG) October 1987 - January 1997
United States Air Force June 1975 - August 1987
Skills
Fixed Annuities, Retirement, Mutual Funds, Long Term Care Insurance, Investments, Life Insurance, Series 7, Business Planning, Sales, Strategic Planning, Wealth, Marketing, Insurance, Long-term Care, Financial Services, Sales Recruitment
Education
The Citadel 1971 — 1975
BBA, Business Management
Tuoc B. Dao, LUTCF Tuoc B. Dao, LUTCF's New York Life Experience May 2003 - April 2012
Job Academic Student at The American College
Industry Financial Services
Experience
Merrill Edge June 2014 - October 2014
Santander Bank, N.A. July 2012 - September 2013
New York Life May 2003 - April 2012
Skills
Fixed Annuities, IRAs, Life Insurance, Mutual Funds, Wealth Accumulation, Retirement Planning, Strategic Financial..., Long Term Care Insurance, Finance, Financial Services, Banking, Variable Annuities, Public Speaking, Training, Mortgage Lending, Portfolio Management, Financial Planning, Insurance
Education
The American College 2007 — 2007
LUTCF (Life Underwriter Training Council Fellow)
The American College 2014 — 2016
CFP® (Certified Financial Planner)
The American College 2014 — 2016
ChFC® (Chartered Financial Consultant)
The American College 2014 — 2016
CLU® (Chartered Life Underwriter)
University of Rhode Island 1997 — 2001
Business, Double major: Management and Marketing
University of Hawaii at Manoa 1999 — 2000
Business Management and Business Marketing
Merrill Edge June 2014 - October 2014
Santander Bank, N.A. July 2012 - September 2013
New York Life May 2003 - April 2012
Skills
Fixed Annuities, IRAs, Life Insurance, Mutual Funds, Wealth Accumulation, Retirement Planning, Strategic Financial..., Long Term Care Insurance, Finance, Financial Services, Banking, Variable Annuities, Public Speaking, Training, Mortgage Lending, Portfolio Management, Financial Planning, Insurance
Education
The American College 2007 — 2007
LUTCF (Life Underwriter Training Council Fellow)
The American College 2014 — 2016
CFP® (Certified Financial Planner)
The American College 2014 — 2016
ChFC® (Chartered Financial Consultant)
The American College 2014 — 2016
CLU® (Chartered Life Underwriter)
University of Rhode Island 1997 — 2001
Business, Double major: Management and Marketing
University of Hawaii at Manoa 1999 — 2000
Business Management and Business Marketing
Karin (Nevils) Levi's New York Life Experience March 2001 - June 2006
Job Web Project Manager, Marketing and Communications, Intranet, Internet, eCommerce
Industry Marketing and Advertising
Experience
MasterCard July 2011 - Present
Credit Suisse 2011 - July 2011
Allianz Global Investors March 2009 - December 2010
ISO January 2009 - February 2009
Deutsche Asset Management January 2008 - January 2009
JP Morgan June 2006 - January 2008
New York Life March 2001 - June 2006
Time Inc. 2000 - 2001
DoubleClick January 1999 - August 2000
Skills
Digital Marketing, Integrated Marketing, B2B, Digital Strategy, Interactive Marketing, Multi-channel Marketing, Online Marketing, Social Media Marketing, E-commerce, Analytics, Strategic Partnerships, Marketing Strategy, Project Management, Product Marketing, Strategy, Marketing, Content Management, Management, Business Development, Web Design, Program Management, CRM
Education
Syracuse University
BA, Politics, Philosophy
MasterCard July 2011 - Present
Credit Suisse 2011 - July 2011
Allianz Global Investors March 2009 - December 2010
ISO January 2009 - February 2009
Deutsche Asset Management January 2008 - January 2009
JP Morgan June 2006 - January 2008
New York Life March 2001 - June 2006
Time Inc. 2000 - 2001
DoubleClick January 1999 - August 2000
Skills
Digital Marketing, Integrated Marketing, B2B, Digital Strategy, Interactive Marketing, Multi-channel Marketing, Online Marketing, Social Media Marketing, E-commerce, Analytics, Strategic Partnerships, Marketing Strategy, Project Management, Product Marketing, Strategy, Marketing, Content Management, Management, Business Development, Web Design, Program Management, CRM
Education
Syracuse University
BA, Politics, Philosophy
Arnyse Black's New York Life Experience September 2007 - January 2011
Job Executive Assistant to SVP & CFO, Financial Management Dept. Insurance Group at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2012 - Present
New York Life Insurance Company February 2011 - January 2012
New York Life September 2007 - January 2011
New York Life January 2000 - August 2007
Perkins Eastman June 1996 - December 1999
Skills
Calendars, Travel Arrangements, Time Management, Expense Reports, Outlook, Human Resources, Microsoft Excel, PowerPoint, Lotus Notes, Microsoft Office, Microsoft Word, Event Management, SAP, System Administration, Customer Service, Administrative..., Office Management, Administration, Administrative..., Leadership, Public Speaking
Education
Syracuse University 1991 — 1995
Bachelor of Science, Consumer Studies, Business
New York Life Insurance Company January 2012 - Present
New York Life Insurance Company February 2011 - January 2012
New York Life September 2007 - January 2011
New York Life January 2000 - August 2007
Perkins Eastman June 1996 - December 1999
Skills
Calendars, Travel Arrangements, Time Management, Expense Reports, Outlook, Human Resources, Microsoft Excel, PowerPoint, Lotus Notes, Microsoft Office, Microsoft Word, Event Management, SAP, System Administration, Customer Service, Administrative..., Office Management, Administration, Administrative..., Leadership, Public Speaking
Education
Syracuse University 1991 — 1995
Bachelor of Science, Consumer Studies, Business
David Player's New York Life Experience
Job senior agent at New York Life
Industry Financial Services
Experience
New York Life
Skills
Insurance, Customer Service, Sales, Investments, Life Insurance, Risk Management, Retirement Planning, Financial Services, Marketing, Financial Planning, Banking, Fixed Annuities, Project Management, Retirement, Small Business, Negotiation, Disability Insurance, Term Life Insurance, Business Analysis, Credit, Estate Planning, Research, Health Insurance, Long-term Care, Underwriting, Mortgage Lending, Program Management, Change Management, Contract Negotiation, Finance
Education
Suffolk University 1970 — 1974
Bachelor's Degree, Bachelor of Science in Journalism
New York Life
Skills
Insurance, Customer Service, Sales, Investments, Life Insurance, Risk Management, Retirement Planning, Financial Services, Marketing, Financial Planning, Banking, Fixed Annuities, Project Management, Retirement, Small Business, Negotiation, Disability Insurance, Term Life Insurance, Business Analysis, Credit, Estate Planning, Research, Health Insurance, Long-term Care, Underwriting, Mortgage Lending, Program Management, Change Management, Contract Negotiation, Finance
Education
Suffolk University 1970 — 1974
Bachelor's Degree, Bachelor of Science in Journalism
Kathalene MacPherson's New York Life Experience November 2008 - October 2009
Job Project Manager at Recommind
Industry Legal Services
Experience
Recommind October 2012 - Present
Evidox February 2011 - October 2012
Law Offices of Andrew P. Prague, P.C. October 2009 - April 2010
New York Life November 2008 - October 2009
Spirit Financial LLC September 2008 - December 2008
Brisk Elder Law May 2007 - September 2008
Cetrulo & Capone LLP July 2002 - May 2007
Skills
Estate Planning, Westlaw, Legal Research, Legal Writing, Litigation, Insurance, Legal Assistance, Wills, Editing, Trials, Research, Business Planning, Trusts, Appeals, Document Management, Project Management, Contract Negotiation, Microsoft Office, Arbitration, Business Development, Customer Service, Financial Services
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA
Suffolk University Law School 2004 — 2008
JD / MBA, Law and Business
University of New Hampshire 1997 — 2001
BA, English and Philosophy
Recommind October 2012 - Present
Evidox February 2011 - October 2012
Law Offices of Andrew P. Prague, P.C. October 2009 - April 2010
New York Life November 2008 - October 2009
Spirit Financial LLC September 2008 - December 2008
Brisk Elder Law May 2007 - September 2008
Cetrulo & Capone LLP July 2002 - May 2007
Skills
Estate Planning, Westlaw, Legal Research, Legal Writing, Litigation, Insurance, Legal Assistance, Wills, Editing, Trials, Research, Business Planning, Trusts, Appeals, Document Management, Project Management, Contract Negotiation, Microsoft Office, Arbitration, Business Development, Customer Service, Financial Services
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA
Suffolk University Law School 2004 — 2008
JD / MBA, Law and Business
University of New Hampshire 1997 — 2001
BA, English and Philosophy
Dan L. Murphy's New York Life Experience August 1984 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company October 1984 - Present
New York Life August 1984 - Present
Skills
Term Life Insurance, Fixed Annuities, Long-term Care, Life Insurance, Mutual Funds, Insurance, Retirement, IRAs, Investments, Sales, Financial Services, 401k, Small Business, Disability Insurance
Education
The American College 2000 — 2004
Chartered Life Underwriter, Financial Planning and Services
University of South Florida 1977 — 1979
University of North Florida - College of Business Administration
Bachelor of Business Administration, Financial Planning and Services
New York Life Insurance Company October 1984 - Present
New York Life August 1984 - Present
Skills
Term Life Insurance, Fixed Annuities, Long-term Care, Life Insurance, Mutual Funds, Insurance, Retirement, IRAs, Investments, Sales, Financial Services, 401k, Small Business, Disability Insurance
Education
The American College 2000 — 2004
Chartered Life Underwriter, Financial Planning and Services
University of South Florida 1977 — 1979
University of North Florida - College of Business Administration
Bachelor of Business Administration, Financial Planning and Services
Jason Borek's New York Life Experience June 2006 - December 2008
Job Vice President of Independent Sales at Capitas Financial
Industry Insurance
Experience
Capitas Financial January 2009 - Present
Capitas Financial 2008 - 2009
New York Life June 2006 - December 2008
Education
Temple University
Capitas Financial January 2009 - Present
Capitas Financial 2008 - 2009
New York Life June 2006 - December 2008
Education
Temple University
Johnathan Aelmore CFP®'s New York Life Experience October 2007 - February 2008
Job Financial Administrator at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors May 2012 - Present
Mercer Advisors May 2012 - Present
Wells Fargo Bank, N.A. August 2011 - May 2012
Wells Fargo Bank N. A. August 2009 - August 2011
Investec Advisory Group, Inc. February 2008 - August 2009
New York Life October 2007 - February 2008
Texas Tech University August 2003 - May 2007
Risch and Associates June 2006 - August 2006
Skills
Personal Financial..., Estate Planning, Investment Strategies, Life Insurance, Long Term Care Insurance, Retirement Planning, Banking, Finance, Insurance
Education
Texas Tech University 2003 — 2007
Bachelors of Science, Personal Financial Planning
Stephen F. Austin High School 1998 — 2002
Mercer Advisors May 2012 - Present
Mercer Advisors May 2012 - Present
Wells Fargo Bank, N.A. August 2011 - May 2012
Wells Fargo Bank N. A. August 2009 - August 2011
Investec Advisory Group, Inc. February 2008 - August 2009
New York Life October 2007 - February 2008
Texas Tech University August 2003 - May 2007
Risch and Associates June 2006 - August 2006
Skills
Personal Financial..., Estate Planning, Investment Strategies, Life Insurance, Long Term Care Insurance, Retirement Planning, Banking, Finance, Insurance
Education
Texas Tech University 2003 — 2007
Bachelors of Science, Personal Financial Planning
Stephen F. Austin High School 1998 — 2002
Loyda Molina Pagán, LUTCF's New York Life Experience March 2009 - November 2012
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company November 2012 - April 2015
New York Life March 2009 - November 2012
Citi December 2006 - December 2008
Altivus September 2006 - November 2006
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Sales, Sales Management, Marketing, Financial Services, Customer Satisfaction, Strategy, Sales Process, Mortgage Marketing, Cross Selling, Financial Structuring, FHA, Underwriting, Refinance, Loan Origination, Residential Mortgages, Insurance, Strategic Financial..., Investments
Education
The American College 2010 — 2011
LUTCF, Life Underwriters Training Council Fellow Designation
UPR 1994 — 2000
Bachelor of Business Administration (BBA), Finance
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company November 2012 - April 2015
New York Life March 2009 - November 2012
Citi December 2006 - December 2008
Altivus September 2006 - November 2006
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Sales, Sales Management, Marketing, Financial Services, Customer Satisfaction, Strategy, Sales Process, Mortgage Marketing, Cross Selling, Financial Structuring, FHA, Underwriting, Refinance, Loan Origination, Residential Mortgages, Insurance, Strategic Financial..., Investments
Education
The American College 2010 — 2011
LUTCF, Life Underwriters Training Council Fellow Designation
UPR 1994 — 2000
Bachelor of Business Administration (BBA), Finance
Dana Duvall's New York Life Experience Director Illustration SystemsNew York Life Insurance Company1998 - Present
Job Director Marketing Systems at New York Life
Industry Insurance
Experience
New York Life Director Illustration SystemsNew York Life Insurance Company1998 - Present
Skills
Insurance, Life Insurance, Fixed Annuities, Estate Planning, Analysis, Marketing
Education
The Ohio State University
New York Life Director Illustration SystemsNew York Life Insurance Company1998 - Present
Skills
Insurance, Life Insurance, Fixed Annuities, Estate Planning, Analysis, Marketing
Education
The Ohio State University
Elizabeth Kangas Miller's New York Life Experience September 1984 - September 1993
Job Attorney at Law Offices of Elizabeth K. Miller
Industry Law Practice
Experience
Law Offices of Elizabeth K. Miller January 2000 - Present
American Express January 1994 - July 1995
New York Life September 1984 - September 1993
First United Realty, Inc. 1989 - 1992
Skills
Estate Planning, Real Estate Transactions, Wills, Estate Administration, Powers of Attorney, Business Formation, Trusts, Foreclosure Defense, Legal Research, Small Business, Property Law, LLC, Title Insurance, Real Estate, Sales, Contract Negotiation, Commercial Real Estate, Legal Writing, Negotiation, Mediation, Customer Service, Corporate Law, Arbitration, Strategic Planning
Education
The John Marshall Law School 1996 — 1999
JD, Law
Old Dominion Univeristy 1974 — 1975
B.S, Psychology, Business Administration
Clay High School
Fairmont East High School
Law Offices of Elizabeth K. Miller January 2000 - Present
American Express January 1994 - July 1995
New York Life September 1984 - September 1993
First United Realty, Inc. 1989 - 1992
Skills
Estate Planning, Real Estate Transactions, Wills, Estate Administration, Powers of Attorney, Business Formation, Trusts, Foreclosure Defense, Legal Research, Small Business, Property Law, LLC, Title Insurance, Real Estate, Sales, Contract Negotiation, Commercial Real Estate, Legal Writing, Negotiation, Mediation, Customer Service, Corporate Law, Arbitration, Strategic Planning
Education
The John Marshall Law School 1996 — 1999
JD, Law
Old Dominion Univeristy 1974 — 1975
B.S, Psychology, Business Administration
Clay High School
Fairmont East High School
Gloribe Diaz's New York Life Experience August 2008 - Present
Job Agent at New York Life
Industry Financial Services
Experience
New York Life August 2008 - Present
Education
Temple University - Fox School of Business and Management 2004 — 2008
New York Life August 2008 - Present
Education
Temple University - Fox School of Business and Management 2004 — 2008
Stephen Tuttle's New York Life Experience 1989 - 2001
Job General Counsel and Secretary of the College at Fashion Institute of Technology
Industry Law Practice
Experience
Fashion Institute of Technology October 2011 - Present
Law Offices of Stephen Tuttle, P.C. 2009 - Present
Forest City Ratner Companies 2002 - 2009
New York Life 1989 - 2001
Dreyer and Traub 1986 - 1989
Skills
Property Management, Real Estate, Loans, Investment Properties, Leases, Real Estate Economics, Corporate Law, Litigation, Strategic Planning, Disposition, Joint Ventures, Real Estate Development, Management, Legal Writing, Legal Issues, Legal Assistance, Negotiation, Commercial Litigation, Legal Advice, Bankruptcy, Intellectual Property, Licensing, Acquisitions, Restructuring, Mergers & Acquisitions
Education
Syracuse University College of Law
Franklin & Marshall College
Bachelor of Arts (BA), Political Science and Government
The New Lincoln School
Fashion Institute of Technology October 2011 - Present
Law Offices of Stephen Tuttle, P.C. 2009 - Present
Forest City Ratner Companies 2002 - 2009
New York Life 1989 - 2001
Dreyer and Traub 1986 - 1989
Skills
Property Management, Real Estate, Loans, Investment Properties, Leases, Real Estate Economics, Corporate Law, Litigation, Strategic Planning, Disposition, Joint Ventures, Real Estate Development, Management, Legal Writing, Legal Issues, Legal Assistance, Negotiation, Commercial Litigation, Legal Advice, Bankruptcy, Intellectual Property, Licensing, Acquisitions, Restructuring, Mergers & Acquisitions
Education
Syracuse University College of Law
Franklin & Marshall College
Bachelor of Arts (BA), Political Science and Government
The New Lincoln School
Keith Dent's New York Life Experience August 1986 - February 1992
Job Senior Branch Manager at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance July 2012 - Present
Shelter Insurance Companies 2003 - Present
eNet Business Services 2003 - July 2012
Shelter Insurance Company October 2003 - June 2012
NAIFA Mid-MO 1997 - 2011
NAIFA Illinois 2006 - 2008
Farmers Insurance Group 1997 - 2001
American National Insurance Company 1992 - 1997
New York Life August 1986 - February 1992
Xerox 1983 - 1986
Skills
Insurance, Fixed Annuities, Property & Casualty..., Life Insurance, Term Life Insurance, Disability Insurance, Commercial Insurance, Workers Compensation, General Insurance, Health Insurance, Sales, Homeowners, Leadership, Legal Liability, Whole Life, Recruiting, Risk Management, Universal Life, Long-term Care, Employee Benefits, Umbrella Insurance, Estate Planning, Sales Management, Mutual Funds, Retirement, Long Term Care Insurance, Professional Liability, Claim, Marketing, Underwriting, Casualty, Small Business, Liability, Series 6, Commercial Lines, Human Resources, Strategic Financial..., Brokers
Education
Texas State University 1980 — 1984
BBA, Marketing, Management and Finance
Galveston O'Connell High School 1978 — 1984
High School, General
Prior Lake High School 1976 — 1984
NA, Freshman, Sophomore and earlier years
Liberty Mutual Insurance July 2012 - Present
Shelter Insurance Companies 2003 - Present
eNet Business Services 2003 - July 2012
Shelter Insurance Company October 2003 - June 2012
NAIFA Mid-MO 1997 - 2011
NAIFA Illinois 2006 - 2008
Farmers Insurance Group 1997 - 2001
American National Insurance Company 1992 - 1997
New York Life August 1986 - February 1992
Xerox 1983 - 1986
Skills
Insurance, Fixed Annuities, Property & Casualty..., Life Insurance, Term Life Insurance, Disability Insurance, Commercial Insurance, Workers Compensation, General Insurance, Health Insurance, Sales, Homeowners, Leadership, Legal Liability, Whole Life, Recruiting, Risk Management, Universal Life, Long-term Care, Employee Benefits, Umbrella Insurance, Estate Planning, Sales Management, Mutual Funds, Retirement, Long Term Care Insurance, Professional Liability, Claim, Marketing, Underwriting, Casualty, Small Business, Liability, Series 6, Commercial Lines, Human Resources, Strategic Financial..., Brokers
Education
Texas State University 1980 — 1984
BBA, Marketing, Management and Finance
Galveston O'Connell High School 1978 — 1984
High School, General
Prior Lake High School 1976 — 1984
NA, Freshman, Sophomore and earlier years
Andrew Olasz's New York Life Experience June 2007 - August 2009
Job Sales Development Representative at OutSystems
Industry Computer Software
Experience
OutSystems January 2013 - Present
N(3) November 2009 - January 2013
New York Life June 2007 - August 2009
Skills
Sales, Salesforce.com, Lead Generation, Solution Selling, Cold Calling, Account Management, Direct Sales, Leadership, SaaS, Sales Presentations, Market Research, Sales Process, Marketing Communications, B2B, Business Development, CRM, Marketing, Sales Management, Cloud Computing, Enterprise Software, Sales Operations, Strategic Partnerships, Demand Generation, Selling, New Business Development, Start-ups, PaaS
Education
The University of Georgia 2003 — 2007
OutSystems January 2013 - Present
N(3) November 2009 - January 2013
New York Life June 2007 - August 2009
Skills
Sales, Salesforce.com, Lead Generation, Solution Selling, Cold Calling, Account Management, Direct Sales, Leadership, SaaS, Sales Presentations, Market Research, Sales Process, Marketing Communications, B2B, Business Development, CRM, Marketing, Sales Management, Cloud Computing, Enterprise Software, Sales Operations, Strategic Partnerships, Demand Generation, Selling, New Business Development, Start-ups, PaaS
Education
The University of Georgia 2003 — 2007
Chad Byer's New York Life Experience January 2009 - Present
Job Experienced Human Resource Professional
Industry Financial Services
Experience
New York Life January 2009 - Present
Lowe's 2007 - 2008
Partners in Employment Inc./Easy Living LLC August 2005 - July 2007
InfoCision Management Corporation February 2005 - August 2005
Education
The University of Akron 2000 — 2004
B.S. Industrial Management, Human Resources, Labor Relations, Information Systems, Economics
New York Life January 2009 - Present
Lowe's 2007 - 2008
Partners in Employment Inc./Easy Living LLC August 2005 - July 2007
InfoCision Management Corporation February 2005 - August 2005
Education
The University of Akron 2000 — 2004
B.S. Industrial Management, Human Resources, Labor Relations, Information Systems, Economics
Brandon Tang's New York Life Experience March 2008 - April 2010
Job Associate, Voluntary Benefits Consultant | Mercer Global Marketplace Private Exchange
Industry Insurance
Experience
Mercer Global Marketplace September 2013 - Present
Mercer Voluntary Benefits January 2011 - August 2014
Dominium Benefits May 2010 - September 2010
New York Life March 2008 - April 2010
Digital Insurance January 2006 - January 2008
Skills
Employee Benefits, Disability Insurance, Benefits Administration, Insurance, Life Insurance, Health Insurance, Strategic Planning, Business Planning, Retirement Planning, Sales, Small Business, Analysis, CRM
Education
The University of Georgia 1999 — 2005
Bachelor of Science, Pre-Law History
Georgia Perimeter College 2001 — 2003
Associate's degree, Business Management
The Lovett Preparatory School 1996 — 1999
High School Diploma
Mercer Global Marketplace September 2013 - Present
Mercer Voluntary Benefits January 2011 - August 2014
Dominium Benefits May 2010 - September 2010
New York Life March 2008 - April 2010
Digital Insurance January 2006 - January 2008
Skills
Employee Benefits, Disability Insurance, Benefits Administration, Insurance, Life Insurance, Health Insurance, Strategic Planning, Business Planning, Retirement Planning, Sales, Small Business, Analysis, CRM
Education
The University of Georgia 1999 — 2005
Bachelor of Science, Pre-Law History
Georgia Perimeter College 2001 — 2003
Associate's degree, Business Management
The Lovett Preparatory School 1996 — 1999
High School Diploma
Robert Calhoun's New York Life Experience March 1990 - Present
Job Applications Engineer at New York Life
Industry Insurance
Experience
New York Life March 1990 - Present
Citibank May 1984 - March 1990
Skills
Oracle, Software Development, Java, Unix Shell Scripting, SDLC, Project Management, C, MS Project, Requirements Analysis, Unix, Enterprise Software, Database Design, Java Enterprise Edition, Insurance, Business Analysis, Management, Requirements Gathering, Microsoft Project, Vendor Management
Education
The American College 1999 — 2001
ChFC, Insurance - Financial Analysis
The American College 1996 — 1998
CLU, Insurance
LOMA Society 1992 — 1996
FLMI, Life Insurance Operations Management
Stony Brook University 1976 — 1981
BS, Applied Mathematics and Statistics
New York Life March 1990 - Present
Citibank May 1984 - March 1990
Skills
Oracle, Software Development, Java, Unix Shell Scripting, SDLC, Project Management, C, MS Project, Requirements Analysis, Unix, Enterprise Software, Database Design, Java Enterprise Edition, Insurance, Business Analysis, Management, Requirements Gathering, Microsoft Project, Vendor Management
Education
The American College 1999 — 2001
ChFC, Insurance - Financial Analysis
The American College 1996 — 1998
CLU, Insurance
LOMA Society 1992 — 1996
FLMI, Life Insurance Operations Management
Stony Brook University 1976 — 1981
BS, Applied Mathematics and Statistics
Brent McCrary's New York Life Experience April 2008 - December 2012
Job Financial Advisor at Platinum Wealth Solutions of Texas
Industry Financial Services
Experience
McCrary Stone Financial Solutions December 2012 - Present
Platinum Wealth Solutions of Texas December 2012 - Present
New York Life April 2008 - December 2012
HSBC June 1997 - January 2008
HSBC/Beneficial/HFC 1997 - 2008
Education
Texas State University-San Marcos 1993 — 1997
Bachelor of Science in Business, Management
J. Frank Dobie High School 1988 — 1991
McCrary Stone Financial Solutions December 2012 - Present
Platinum Wealth Solutions of Texas December 2012 - Present
New York Life April 2008 - December 2012
HSBC June 1997 - January 2008
HSBC/Beneficial/HFC 1997 - 2008
Education
Texas State University-San Marcos 1993 — 1997
Bachelor of Science in Business, Management
J. Frank Dobie High School 1988 — 1991
Chris Brazel's New York Life Experience November 2001 - Present
Job CVP at New York Life
Industry Insurance
Experience
New York Life November 2001 - Present
The Home Depot March 1999 - September 2001
Skills
Treasury, Cash Management, Fedwire, ACH, Banking Relationships, FX Spot, CTP, Cash Flow Forecasting
Education
The University of Georgia 1993 — 1996
Bachelor's Degree, Economics
New York Life November 2001 - Present
The Home Depot March 1999 - September 2001
Skills
Treasury, Cash Management, Fedwire, ACH, Banking Relationships, FX Spot, CTP, Cash Flow Forecasting
Education
The University of Georgia 1993 — 1996
Bachelor's Degree, Economics
Leandra Ferreira's New York Life Experience March 2004 - May 2014
Job Corporate Vice President GO Administration
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
New York Life March 2004 - May 2014
Skills
Sales, Small Business, Account Management, Vendor Management, Underwriting, Recruiting, Marketing, Sales Management, Financial Services, Public Speaking
Education
The American College 2014 — 2015
Master's degree, Management and Leadership
University of Phoenix 2006 — 2009
BS/BM, Business Management
New York Life Insurance Company May 2014 - Present
New York Life March 2004 - May 2014
Skills
Sales, Small Business, Account Management, Vendor Management, Underwriting, Recruiting, Marketing, Sales Management, Financial Services, Public Speaking
Education
The American College 2014 — 2015
Master's degree, Management and Leadership
University of Phoenix 2006 — 2009
BS/BM, Business Management
Darla Bean's New York Life Experience November 2010 - Present
Job Senior Consultant, High Net Worth Marketing at New York Life
Industry Financial Services
Experience
New York Life November 2010 - Present
NYL March 2001 - October 2010
Stevens Publishing June 1998 - October 2000
Skills
Internal Communications, Corporate Communications, Marketing Communications, Public Relations, Project Management, Strategic Communications, Media Relations, Strategic Planning, Editing
Education
Texas Woman's University 1995 — 1998
New York Life November 2010 - Present
NYL March 2001 - October 2010
Stevens Publishing June 1998 - October 2000
Skills
Internal Communications, Corporate Communications, Marketing Communications, Public Relations, Project Management, Strategic Communications, Media Relations, Strategic Planning, Editing
Education
Texas Woman's University 1995 — 1998
Mark Dehmel's New York Life Experience July 2012 - April 2015
Job Sales Director at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life July 2012 - April 2015
Principal Financial Group July 2007 - February 2012
Enterprise Fund Distributors 2000 - 2007
Enterprise Fund Distributors 1998 - 2000
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Retirement, Financial Services, Defined Contribution, Investment Advisory, Investments, Fixed Income, Mutual Funds, Uniform Combined State..., Asset Allocation, 401k, Sales, Retirement Planning, Wealth Management..., Fiduciary, High Net Worth..., Sales Operations, Separately Managed...
Education
University of Virginia 1988 — 1992
BA, History
The University of Georgia
MBA, Marketing, Finance, Investments
John Hancock Financial Services April 2015 - Present
New York Life July 2012 - April 2015
Principal Financial Group July 2007 - February 2012
Enterprise Fund Distributors 2000 - 2007
Enterprise Fund Distributors 1998 - 2000
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Retirement, Financial Services, Defined Contribution, Investment Advisory, Investments, Fixed Income, Mutual Funds, Uniform Combined State..., Asset Allocation, 401k, Sales, Retirement Planning, Wealth Management..., Fiduciary, High Net Worth..., Sales Operations, Separately Managed...
Education
University of Virginia 1988 — 1992
BA, History
The University of Georgia
MBA, Marketing, Finance, Investments
Kortnee Campbell's New York Life Experience 1994 - 1998
Job Client Relationship Manager with expertise in consultative B2B sales, operations & insurance.
Industry Insurance
Experience
Nationwide Insurance October 2013 - Present
Nationwide Insurance 2006 - 2013
Nationwide Insurance 2004 - 2006
Nationwide Insurance 2000 - 2004
Ernst & Young 1998 - 2000
New York Life 1994 - 1998
Skills
Life Insurance, Fixed Annuities, Insurance, Claims Management, Process Improvement, Term Life Insurance, Disability Insurance, Change Management, General Insurance, Medicare, Leadership, Team Building, Umbrella Insurance, Liability, Managed Care, Business Process..., Coaching, Underwriting, Employee Benefits, Property & Casualty..., Workers Compensation, Strategic Planning, Casualty, Legal Liability, Health Insurance, Commercial Insurance, Claim, Business Analysis, Commercial Lines, Performance Improvement
Education
The George Washington University 1991 — 1993
Master's, Health Administration
Syracuse University 1987 — 1991
Bachelor's, Psychology
Nationwide Insurance October 2013 - Present
Nationwide Insurance 2006 - 2013
Nationwide Insurance 2004 - 2006
Nationwide Insurance 2000 - 2004
Ernst & Young 1998 - 2000
New York Life 1994 - 1998
Skills
Life Insurance, Fixed Annuities, Insurance, Claims Management, Process Improvement, Term Life Insurance, Disability Insurance, Change Management, General Insurance, Medicare, Leadership, Team Building, Umbrella Insurance, Liability, Managed Care, Business Process..., Coaching, Underwriting, Employee Benefits, Property & Casualty..., Workers Compensation, Strategic Planning, Casualty, Legal Liability, Health Insurance, Commercial Insurance, Claim, Business Analysis, Commercial Lines, Performance Improvement
Education
The George Washington University 1991 — 1993
Master's, Health Administration
Syracuse University 1987 — 1991
Bachelor's, Psychology
Adam Konst, CRPC®'s New York Life Experience October 2006 - January 2008
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial March 2010 - Present
Nationwide Financial May 2008 - March 2010
New York Life October 2006 - January 2008
Education
The Ohio State University Fisher College of Business
Nationwide Financial March 2010 - Present
Nationwide Financial May 2008 - March 2010
New York Life October 2006 - January 2008
Education
The Ohio State University Fisher College of Business
Denny Todd's New York Life Experience January 2009 - Present
Job Corporate Vice President Finance and Administration New York Life
Industry Insurance
Experience
New York Life January 2009 - Present
Skills
Fixed Annuities, Retirement Planning, Estate Planning, Retirement
Education
The Ohio State University 1981 — 1985
Bachelor's degree, Finance, General
New York Life January 2009 - Present
Skills
Fixed Annuities, Retirement Planning, Estate Planning, Retirement
Education
The Ohio State University 1981 — 1985
Bachelor's degree, Finance, General
Douglas Borchers's New York Life Experience June 2002 - April 2004
Job Mortgage Banker / UAT Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2004 - Present
New York Life June 2002 - April 2004
Skills
Loan Origination, FHA, Mortgage Lending, First Time Home Buyers, Real Estate, Strategic Planning, Loan Servicing, Banking, Credit, Financial Services, Investment Properties, Mortgage Banking, Relationship Management, Finance, Insurance, FHA financing, Program Management, Loans, Securities, Risk Management, Consumer Lending, Credit Analysis, Financial Modeling, Foreclosures, Underwriting, Commercial Lending, Life Insurance, Referrals, Small Business Lending, Leadership, Real Estate Transactions, Short Sales, Account Management, Estate Planning, Executive Positions, Government Loans, Project Management, Sales Management, Selling, Team Management, Sales
Education
The Ohio State University 1998 — 2002
JPMorgan Chase July 2004 - Present
New York Life June 2002 - April 2004
Skills
Loan Origination, FHA, Mortgage Lending, First Time Home Buyers, Real Estate, Strategic Planning, Loan Servicing, Banking, Credit, Financial Services, Investment Properties, Mortgage Banking, Relationship Management, Finance, Insurance, FHA financing, Program Management, Loans, Securities, Risk Management, Consumer Lending, Credit Analysis, Financial Modeling, Foreclosures, Underwriting, Commercial Lending, Life Insurance, Referrals, Small Business Lending, Leadership, Real Estate Transactions, Short Sales, Account Management, Estate Planning, Executive Positions, Government Loans, Project Management, Sales Management, Selling, Team Management, Sales
Education
The Ohio State University 1998 — 2002
Martin, Justin's New York Life Experience June 2003 - May 2007
Job Financial Advisor at Southeast Capital Investment Group
Industry Financial Services
Experience
Southeast Capital Investment Group-An Independent Firm Raymond James Financial Services, Inc. September 2011 - Present
Capstone Financial Partners June 2007 - September 2011
New York Life June 2003 - May 2007
Skills
Securities, Insurance, Financial Advisory, Retirement Planning, Finance, IRAs, Disability Insurance, Fixed Annuities, Wealth Management, Retirement, FINRA, Long Term Care Insurance, Investment Advisory, Investment Strategies, 401k Rollovers, Investments, Estate Planning, Series 63, Mutual Funds, Long-term Care, Strategic Financial..., Investment Management, Financial Goals, Life Insurance, 401k, Series 7, Financial Planners, Asset Allocation, Variable Annuities, Alternative Investments, Financial Services
Education
The American College 2010 — 2012
Financial Planning
Leadership Lowndes 2010 — 2011
Valdosta State University 1998 — 2003
BFA, Public Relations
Valdosta High School 1994 — 1998
Southeast Capital Investment Group-An Independent Firm Raymond James Financial Services, Inc. September 2011 - Present
Capstone Financial Partners June 2007 - September 2011
New York Life June 2003 - May 2007
Skills
Securities, Insurance, Financial Advisory, Retirement Planning, Finance, IRAs, Disability Insurance, Fixed Annuities, Wealth Management, Retirement, FINRA, Long Term Care Insurance, Investment Advisory, Investment Strategies, 401k Rollovers, Investments, Estate Planning, Series 63, Mutual Funds, Long-term Care, Strategic Financial..., Investment Management, Financial Goals, Life Insurance, 401k, Series 7, Financial Planners, Asset Allocation, Variable Annuities, Alternative Investments, Financial Services
Education
The American College 2010 — 2012
Financial Planning
Leadership Lowndes 2010 — 2011
Valdosta State University 1998 — 2003
BFA, Public Relations
Valdosta High School 1994 — 1998
Peter Bushyeager's New York Life Experience 2000 - 2007
Job Consultant at Peter Bushyeager: Philanthropy/NonProfit Consultant
Industry Philanthropy
Experience
Peter Bushyeager: Philanthropy/Non-Profit Consultant 2008 - Present
New York Life Foundation 2000 - 2007
New York Life 2000 - 2007
Prudential Foundation 1994 - 2000
Skills
Non-profits, Community Outreach, Fundraising, Philanthropy, Board Development, Program Development, Grants, Media Relations, Corporate Social..., Proposal Writing, Community Development, Nonprofits, Leadership, Editing, Non-profit..., Newsletters, Public Speaking, Event Management, Volunteer Management, Grant Writing, Strategic Communications, Training, Public Policy, Program Evaluation, Organizational..., Workshop Facilitation, Leadership Development, Economic Development, Youth Development, Program Management
Education
Syracuse University 1969 — 1970
M.S., Television Radio Film
Temple University
Bachelor's degree
Peter Bushyeager: Philanthropy/Non-Profit Consultant 2008 - Present
New York Life Foundation 2000 - 2007
New York Life 2000 - 2007
Prudential Foundation 1994 - 2000
Skills
Non-profits, Community Outreach, Fundraising, Philanthropy, Board Development, Program Development, Grants, Media Relations, Corporate Social..., Proposal Writing, Community Development, Nonprofits, Leadership, Editing, Non-profit..., Newsletters, Public Speaking, Event Management, Volunteer Management, Grant Writing, Strategic Communications, Training, Public Policy, Program Evaluation, Organizational..., Workshop Facilitation, Leadership Development, Economic Development, Youth Development, Program Management
Education
Syracuse University 1969 — 1970
M.S., Television Radio Film
Temple University
Bachelor's degree
Iris (Huimin) Liang's New York Life Experience May 2002 - August 2003
Job Senior Software Developer at Rail Europe, Inc.
Industry Investment Banking
Experience
Rail Europe, Inc. August 2014 - Present
Goldman Sachs July 2004 - April 2012
New York Life May 2002 - August 2003
Skills
Software Development, Java Enterprise Edition, XML/XSLT, Web Services, Spring, Hibernate, Integration, Agile Methodologies, SDLC, Java, Testing, Perl, XML, JUnit, Spring Framework
Education
Stony Brook University 2002 — 2004
Bachelor of Science, Computer Science
Rail Europe, Inc. August 2014 - Present
Goldman Sachs July 2004 - April 2012
New York Life May 2002 - August 2003
Skills
Software Development, Java Enterprise Edition, XML/XSLT, Web Services, Spring, Hibernate, Integration, Agile Methodologies, SDLC, Java, Testing, Perl, XML, JUnit, Spring Framework
Education
Stony Brook University 2002 — 2004
Bachelor of Science, Computer Science
Judy Hamblett's New York Life Experience February 2010 - April 2011
Job Beauty Supervisor Victoria's Secret
Industry Retail
Experience
Victoria's Secret September 2014 - Present
Victoria's Secret September 2014 - Present
Charming Charlie October 2012 - December 2013
Coldwater Creek May 2011 - September 2012
New York Life February 2010 - April 2011
Mary Kay Inc. 1997 - 2008
Katy ISD August 1987 - 1991
Skills
Management, Team Building, Leadership, Product Marketing, Social Networking, Teaching, Event Planning, Sales, Marketing, Inventory Management, Social Media Marketing, Customer Service, Public Speaking, Mentoring, Teaching Skills, Public Relations, Marketing Strategy, Leadership Development, Training, Visual Merchandising, Time Management, Creativity, Business Analysis
Education
Texas Christian University 1983 — 1987
BS Education, Education
Victoria's Secret September 2014 - Present
Victoria's Secret September 2014 - Present
Charming Charlie October 2012 - December 2013
Coldwater Creek May 2011 - September 2012
New York Life February 2010 - April 2011
Mary Kay Inc. 1997 - 2008
Katy ISD August 1987 - 1991
Skills
Management, Team Building, Leadership, Product Marketing, Social Networking, Teaching, Event Planning, Sales, Marketing, Inventory Management, Social Media Marketing, Customer Service, Public Speaking, Mentoring, Teaching Skills, Public Relations, Marketing Strategy, Leadership Development, Training, Visual Merchandising, Time Management, Creativity, Business Analysis
Education
Texas Christian University 1983 — 1987
BS Education, Education
Matt Brinson's New York Life Experience February 2010 - October 2011
Job Senior Associate Underwriting at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company October 2011 - February 2015
New York Life February 2010 - October 2011
New York Life Insurance Company August 2007 - February 2010
Skills
Life Insurance, Medical Underwriting, Risk Assessment, Financial underwriting, ECG interpretation, Term Life Insurance, Whole Life, Reinsurance
Education
The University of Georgia 1999 — 2005
B.A., Political Science, History
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company October 2011 - February 2015
New York Life February 2010 - October 2011
New York Life Insurance Company August 2007 - February 2010
Skills
Life Insurance, Medical Underwriting, Risk Assessment, Financial underwriting, ECG interpretation, Term Life Insurance, Whole Life, Reinsurance
Education
The University of Georgia 1999 — 2005
B.A., Political Science, History
Zach Lowe's New York Life Experience June 2007 - May 2008
Job The Home Depot
Industry Retail
Experience
The Home Depot May 2010 - Present
Contenders Sportsbar and Grill August 2009 - September 2010
White Lodging Services May 2008 - September 2009
New York Life June 2007 - May 2008
Unisys September 2006 - June 2007
Telenetwork April 2005 - September 2006
Skills
Microsoft Office, Customer Satisfaction, Customer Service, Call Center, Public Speaking, Leadership
Education
Texas State University 2001 — 2005
Bachelor's, Business - Accounting
The Home Depot May 2010 - Present
Contenders Sportsbar and Grill August 2009 - September 2010
White Lodging Services May 2008 - September 2009
New York Life June 2007 - May 2008
Unisys September 2006 - June 2007
Telenetwork April 2005 - September 2006
Skills
Microsoft Office, Customer Satisfaction, Customer Service, Call Center, Public Speaking, Leadership
Education
Texas State University 2001 — 2005
Bachelor's, Business - Accounting
James Vavra's New York Life Experience Former VP Retail SalesNew York Life Insurance1997 - 2008
Job Vice President at New York Life
Industry Insurance
Experience
New York Life Former VP Retail SalesNew York Life Insurance1997 - 2008
Royal Financial 1978 - 1996
Education
The Ohio State University 1966 — 1970
BS, Science, Math & Agriculture
New York Life Former VP Retail SalesNew York Life Insurance1997 - 2008
Royal Financial 1978 - 1996
Education
The Ohio State University 1966 — 1970
BS, Science, Math & Agriculture
Kevin Quan's New York Life Experience June 2004 - June 2006
Job Compliance, Data Integrity Standards and Controls at Barclays
Industry Investment Banking
Experience
Barclays April 2013 - Present
Eton Park Capital Management September 2011 - April 2013
Barclays Capital June 2009 - September 2011
PricewaterhouseCoopers February 2009 - June 2009
Lehman Brothers June 2006 - February 2009
New York Life June 2004 - June 2006
Skills
Series 7, Series 63, Electronic..., Surveillance, Compliance Review, Compliance Regulations, Capital Markets, Securities, Telecommunications
Education
Stony Brook University 2003 — 2004
M.A., Public Policy
Stony Brook University 1999 — 2003
B.A., Political Science, Sociology
Barclays April 2013 - Present
Eton Park Capital Management September 2011 - April 2013
Barclays Capital June 2009 - September 2011
PricewaterhouseCoopers February 2009 - June 2009
Lehman Brothers June 2006 - February 2009
New York Life June 2004 - June 2006
Skills
Series 7, Series 63, Electronic..., Surveillance, Compliance Review, Compliance Regulations, Capital Markets, Securities, Telecommunications
Education
Stony Brook University 2003 — 2004
M.A., Public Policy
Stony Brook University 1999 — 2003
B.A., Political Science, Sociology
Alex MacFarlane's New York Life Experience 2004 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life 2004 - Present
SunGard 1998 - 2004
Sherwood International 1997 - 1998
Eurobase International June 1994 - 1997
Metropolitan Police March 1990 - June 1994
Skills
IT Strategy, Business Analysis, Insurance, Networking, Requirements Analysis, SDLC, SQL, Business Process, Disaster Recovery, Enterprise Architecture, Financial Services, IT Management, Integration, Program Management, Project Management, Requirements Gathering, Systems Analysis, Unix, Vendor Management, Visio
Education
Barnard Castle School, Barnard Castle, UK 1979 — 1983
The Open University
BA Honors, Computing and Technology
New York Life 2004 - Present
SunGard 1998 - 2004
Sherwood International 1997 - 1998
Eurobase International June 1994 - 1997
Metropolitan Police March 1990 - June 1994
Skills
IT Strategy, Business Analysis, Insurance, Networking, Requirements Analysis, SDLC, SQL, Business Process, Disaster Recovery, Enterprise Architecture, Financial Services, IT Management, Integration, Program Management, Project Management, Requirements Gathering, Systems Analysis, Unix, Vendor Management, Visio
Education
Barnard Castle School, Barnard Castle, UK 1979 — 1983
The Open University
BA Honors, Computing and Technology
Rachel Chodock's New York Life Experience February 2009 - December 2012
Job Logistics Account Manager at FedEx Truckload Brokerage
Industry Transportation/Trucking/Railroad
Experience
FedEx Truckload Brokerage December 2012 - Present
New York Life February 2009 - December 2012
PPG Industries December 1998 - April 2006
Education
The Ohio State University
B.A., Psychology
FedEx Truckload Brokerage December 2012 - Present
New York Life February 2009 - December 2012
PPG Industries December 1998 - April 2006
Education
The Ohio State University
B.A., Psychology
Taryn Yildirim's New York Life Experience September 2008 - December 2009
Job Director
Industry Health, Wellness and Fitness
Experience
Any Lab Test Now August 2014 - Present
Stitch and Go January 2010 - Present
New York Life September 2008 - December 2009
Skills
New Business Development, Email Marketing, Marketing Strategy, Inventory Management, Human Resources, DOT Certified, Healthcare, Health & Wellness, Customer Service, Insurance, Leadership, Life Insurance, Public Speaking, Small Business, Social Media, Social Networking, Team Building, Term Life Insurance, Advertising, Negotiation, Financial Planning
Education
Texas Tech University
The University of Texas at San Antonio
Bachelor of Business Administration (BBA)
Any Lab Test Now August 2014 - Present
Stitch and Go January 2010 - Present
New York Life September 2008 - December 2009
Skills
New Business Development, Email Marketing, Marketing Strategy, Inventory Management, Human Resources, DOT Certified, Healthcare, Health & Wellness, Customer Service, Insurance, Leadership, Life Insurance, Public Speaking, Small Business, Social Media, Social Networking, Team Building, Term Life Insurance, Advertising, Negotiation, Financial Planning
Education
Texas Tech University
The University of Texas at San Antonio
Bachelor of Business Administration (BBA)
Cindy Dyer's New York Life Experience October 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life October 2008 - Present
Education
Texas A&M University 1983 — 1994
Psychology, Psych, Biology, Chem., Sociology
New York Life October 2008 - Present
Education
Texas A&M University 1983 — 1994
Psychology, Psych, Biology, Chem., Sociology
Alex Barnwell's New York Life Experience June 2002 - October 2004
Job Area Life Insurance Consultant at Profit Plans, LLC
Industry Financial Services
Experience
Profit Plans, LLC Financial SpecialistAllstate FinancialApril 2007 - March 2008
Prudential Financial March 2006 - April 2007
Allstate Financial October 2004 - March 2006
New York Life June 2002 - October 2004
Horace Mann October 1996 - April 2002
Horace Mann July 1995 - October 1996
Horace Mann February 1990 - July 1995
Education
The American College 1994 — 2004
ChFC, CLU, CLF, Financial Services and Management
Western Carolina University 1980 — 1984
BS, Sports Management
Profit Plans, LLC Financial SpecialistAllstate FinancialApril 2007 - March 2008
Prudential Financial March 2006 - April 2007
Allstate Financial October 2004 - March 2006
New York Life June 2002 - October 2004
Horace Mann October 1996 - April 2002
Horace Mann July 1995 - October 1996
Horace Mann February 1990 - July 1995
Education
The American College 1994 — 2004
ChFC, CLU, CLF, Financial Services and Management
Western Carolina University 1980 — 1984
BS, Sports Management
Dave Sinnott's New York Life Experience January 2007 - August 2013
Job SENIOR ASSOCIATE Network Implementation A&E at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company September 2013 - Present
New York Life January 2007 - August 2013
New York Life Insurance Company May 2003 - September 2007
JPMorgan Chase & Co. January 2002 - May 2002
IBM Global Business Process Services April 2001 - December 2001
Skills
Financial Services, Insurance, Project Management, Business Analysis, Microsoft Office, Marketing, Microsoft Excel, Life Insurance, Visio, Strategic Planning, Sales, Account Management, Relationship Management, Lotus Notes, Social Media, Risk Management, Call Centers, Team Management
Education
Chubb Institute of Technology 2000 — 2000
Certification, System, Networking, and LAN/WAN Management/Manager
Suffolk County Community College 1999 — 1999
Business Administration, Business Administration
New York Life Insurance Company September 2013 - Present
New York Life January 2007 - August 2013
New York Life Insurance Company May 2003 - September 2007
JPMorgan Chase & Co. January 2002 - May 2002
IBM Global Business Process Services April 2001 - December 2001
Skills
Financial Services, Insurance, Project Management, Business Analysis, Microsoft Office, Marketing, Microsoft Excel, Life Insurance, Visio, Strategic Planning, Sales, Account Management, Relationship Management, Lotus Notes, Social Media, Risk Management, Call Centers, Team Management
Education
Chubb Institute of Technology 2000 — 2000
Certification, System, Networking, and LAN/WAN Management/Manager
Suffolk County Community College 1999 — 1999
Business Administration, Business Administration
Laura Grant's New York Life Experience March 2009 - March 2010
Job Sales Manager II at ServiceSource
Industry Information Technology and Services
Experience
ServiceSource April 2012 - Present
ServiceSource March 2013 - September 2013
ServiceSource October 2011 - March 2012
ServiceSource April 2010 - October 2011
New York Life March 2009 - March 2010
Chick-fil-A April 2008 - March 2009
Skills
Sales Operations, Sales, Sales Process, Sales Management, Data Analysis, Advertising, Team Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Quota Setting, Business Process, Quota Achievement, Quota Management, Exceeding Quotas, Communication Skills, Client Development, Salesforce.com, Microsoft Dynamics, Siebel, CRM Databases, Solution Selling, Leadership, Account Management
Education
The University of Georgia 2005 — 2009
Bachelor's degree, Advertising
University of Georgia- Grady College of Journalism and Mass Communication 2005 — 2009
Bachelor's degree, Advertising
ServiceSource April 2012 - Present
ServiceSource March 2013 - September 2013
ServiceSource October 2011 - March 2012
ServiceSource April 2010 - October 2011
New York Life March 2009 - March 2010
Chick-fil-A April 2008 - March 2009
Skills
Sales Operations, Sales, Sales Process, Sales Management, Data Analysis, Advertising, Team Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Quota Setting, Business Process, Quota Achievement, Quota Management, Exceeding Quotas, Communication Skills, Client Development, Salesforce.com, Microsoft Dynamics, Siebel, CRM Databases, Solution Selling, Leadership, Account Management
Education
The University of Georgia 2005 — 2009
Bachelor's degree, Advertising
University of Georgia- Grady College of Journalism and Mass Communication 2005 — 2009
Bachelor's degree, Advertising
Ally Roueiheb's New York Life Experience June 2010 - Present
Job at New York Life
Industry Public Relations and Communications
Experience
New York Life June 2010 - Present
Household Finance June 2006 - November 2008
Al-Sahafa Newspaper June 2005 - May 2007
The Publishing Group August 2004 - December 2004
Education
The Ohio State University 2001 — 2005
Bachelors of Arts Degree, Communications and Professional Writing
New York Life June 2010 - Present
Household Finance June 2006 - November 2008
Al-Sahafa Newspaper June 2005 - May 2007
The Publishing Group August 2004 - December 2004
Education
The Ohio State University 2001 — 2005
Bachelors of Arts Degree, Communications and Professional Writing
Brad Davidoff's New York Life Experience 1986 - 1991
Job Managing Director at Depfa Bank
Industry Capital Markets
Experience
FMS Wertmanagement Service GmbH October 2014 - Present
Hypo Real Estate Bank International April 2004 - October 2014
HypoVereinsbank 1997 - 2004
TCW 1991 - 1997
New York Life 1986 - 1991
Skills
Trading, DCM, Fixed Income, Derivatives, Hedge Funds, Portfolio Management, Asset Management, Structured Finance, Structured Products
Education
New York University Stern School of Business
MBA, Finance
Syracuse University - Martin J. Whitman School of Management
FMS Wertmanagement Service GmbH October 2014 - Present
Hypo Real Estate Bank International April 2004 - October 2014
HypoVereinsbank 1997 - 2004
TCW 1991 - 1997
New York Life 1986 - 1991
Skills
Trading, DCM, Fixed Income, Derivatives, Hedge Funds, Portfolio Management, Asset Management, Structured Finance, Structured Products
Education
New York University Stern School of Business
MBA, Finance
Syracuse University - Martin J. Whitman School of Management
Daniel Maust's New York Life Experience March 2009 - Present
Job at New York Life
Industry Insurance
Experience
New York Life March 2009 - Present
DHL Express June 1993 - February 2009
Airborne Express 1993 - 2003
Education
The Ohio State University 1982 — 1987
BSBA, Transportation and Logistics/POM
New York Life March 2009 - Present
DHL Express June 1993 - February 2009
Airborne Express 1993 - 2003
Education
The Ohio State University 1982 — 1987
BSBA, Transportation and Logistics/POM
Mitch Ascione's New York Life Experience 1993 - Present
Job VP at New York Life
Industry Financial Services
Experience
New York Life 1993 - Present
Education
Stony Brook University 1984 — 1988
BA, Economics
New York Life 1993 - Present
Education
Stony Brook University 1984 — 1988
BA, Economics
Tim Killian's New York Life Experience September 2002 - Present
Job Financial Advisor at New York Life
Industry Investment Management
Experience
New York Life September 2002 - Present
Education
Syracuse University 1985 — 1988
BS Accounting
New York Life September 2002 - Present
Education
Syracuse University 1985 — 1988
BS Accounting
Matthew Tamborello's New York Life Experience July 2009 - Present
Job Broadcast Media Professional
Industry Broadcast Media
Experience
Roman Media Group February 2014 - Present
Jeff Rice Productions August 2011 - Present
New York Life July 2009 - Present
Skills
Television, Social Media, Broadcast, Video Production, Final Cut Pro, Microsoft Office, Video, Radio, Public Relations, Entertainment, Management, Public Speaking, Integrated Marketing, Social Media Marketing, Marketing, Social Networking, Advertising, Marketing Strategy, Digital Media, Customer Service, Creative Direction
Education
Temple University 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Roman Media Group February 2014 - Present
Jeff Rice Productions August 2011 - Present
New York Life July 2009 - Present
Skills
Television, Social Media, Broadcast, Video Production, Final Cut Pro, Microsoft Office, Video, Radio, Public Relations, Entertainment, Management, Public Speaking, Integrated Marketing, Social Media Marketing, Marketing, Social Networking, Advertising, Marketing Strategy, Digital Media, Customer Service, Creative Direction
Education
Temple University 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Hina Siddiqui's New York Life Experience June 2007 - August 2007
Job Territory Sales Manager at Altria
Industry Consumer Goods
Experience
Altria September 2008 - Present
The Ohio State Engineer Magazine June 2007 - June 2008
Weigel School of Music September 2005 - June 2008
New York Life June 2007 - August 2007
New York Life June 2007 - August 2007
College Conservatory of Music September 2004 - June 2005
Skills
Access, Forecasting, Retail, Sales Operations, Market Research
Education
The Ohio State University 2005 — 2008
B.S B.A, Finance, Marketing
The Ohio State University Fisher College of Business 2005 — 2008
BSBA, Marketing, Finance
Altria September 2008 - Present
The Ohio State Engineer Magazine June 2007 - June 2008
Weigel School of Music September 2005 - June 2008
New York Life June 2007 - August 2007
New York Life June 2007 - August 2007
College Conservatory of Music September 2004 - June 2005
Skills
Access, Forecasting, Retail, Sales Operations, Market Research
Education
The Ohio State University 2005 — 2008
B.S B.A, Finance, Marketing
The Ohio State University Fisher College of Business 2005 — 2008
BSBA, Marketing, Finance
Rebecca Amarh-Adjei, MBA, CTFL's New York Life Experience September 2009 - March 2010
Job Senior Quality Asssurance Analyst at Broadridge Financial
Industry Financial Services
Experience
Broadridge Financial January 2012 - Present
New York Life September 2009 - March 2010
MetLife October 2000 - June 2009
Mitchell & Titus, LLP May 1999 - September 2000
PwC Consulting November 1997 - June 1999
Skills
Insurance, Process Improvement, Strategic Planning, Project Management, PowerPoint, Business Analysis, Analysis, Risk Management, Data Analysis, Microsoft Excel, Team Building, Customer Service, Microsoft Word, Program Management, Access, Management, Team Leadership, Budget, Microsoft Office, Accounting, Budgets, Business Process, Requirements Analysis, Testing
Education
The Johns Hopkins University - Carey Business School 1992 — 1996
MBA, FINANCE
University of Cape-Coast, Ghana 1976 — 1980
BA (Hons), English & History, Dip ED
Broadridge Financial January 2012 - Present
New York Life September 2009 - March 2010
MetLife October 2000 - June 2009
Mitchell & Titus, LLP May 1999 - September 2000
PwC Consulting November 1997 - June 1999
Skills
Insurance, Process Improvement, Strategic Planning, Project Management, PowerPoint, Business Analysis, Analysis, Risk Management, Data Analysis, Microsoft Excel, Team Building, Customer Service, Microsoft Word, Program Management, Access, Management, Team Leadership, Budget, Microsoft Office, Accounting, Budgets, Business Process, Requirements Analysis, Testing
Education
The Johns Hopkins University - Carey Business School 1992 — 1996
MBA, FINANCE
University of Cape-Coast, Ghana 1976 — 1980
BA (Hons), English & History, Dip ED
Mike Mickelson's New York Life Experience January 2003 - January 2008
Job Financial Advisor at Lawing Financial Inc
Industry Financial Services
Experience
Lawing Financial Inc. February 2008 - Present
New York Life January 2003 - January 2008
Education
The American College
Chartered Life Underwriter, Chartered Financial Consultant, Chartered Leadership Fellow, Financial Planning and Services
Lawing Financial Inc. February 2008 - Present
New York Life January 2003 - January 2008
Education
The American College
Chartered Life Underwriter, Chartered Financial Consultant, Chartered Leadership Fellow, Financial Planning and Services
Andrew Brockington's New York Life Experience July 2008 - May 2012
Job Asst. Vice President Sports and Entertainment Specialty Group at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank June 2014 - Present
SunTrust Bank July 2013 - June 2014
Capstone Financial June 2012 - July 2013
New York Life July 2008 - May 2012
CVS Pharmacy January 2005 - December 2007
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Estate Planning, IRAs, Retirement, Life Insurance, Term Life Insurance, Disability Insurance, Investments, Small Business, Long Term Care Insurance, Mutual Funds, Financial Services
Education
Wingate University 1999 — 2004
Bachelors, Economics/Finance
The American College
LUTCF
SunTrust Bank June 2014 - Present
SunTrust Bank July 2013 - June 2014
Capstone Financial June 2012 - July 2013
New York Life July 2008 - May 2012
CVS Pharmacy January 2005 - December 2007
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Estate Planning, IRAs, Retirement, Life Insurance, Term Life Insurance, Disability Insurance, Investments, Small Business, Long Term Care Insurance, Mutual Funds, Financial Services
Education
Wingate University 1999 — 2004
Bachelors, Economics/Finance
The American College
LUTCF
edward goon's New York Life Experience June 2000 - October 2009
Job senior unix engineer
Industry Information Technology and Services
Experience
Bank of America May 2013 - Present
Riverbed technology October 2012 - December 2012
AT&T Bell Labs May 2010 - September 2012
New York Life June 2000 - October 2009
UBS June 1998 - June 2000
credit agricole indosuez 1996 - 1998
Natwest Markets June 1994 - June 1996
ATT Bell Labs June 1986 - June 1994
Skills
Networking, Cloud Computing, Disaster Recovery, Data Center, Unix, Virtualization, Solaris, Enterprise Software, Enterprise Architecture, Security, Vendor Management, Perl, Linux, Servers, Cluster, Red Hat Linux, Apache, VMware ESX, Storage Area Networks, Veritas Cluster Server, RedHat, Veritas Volume Manager, Integration, Oracle, Netbackup, NetBackup, SAN
Education
Chicago, University of Chicago
Masters
Columbia University
Engineering
SUNY Stony Brook
Bachelor of Arts (BA)
Bank of America May 2013 - Present
Riverbed technology October 2012 - December 2012
AT&T Bell Labs May 2010 - September 2012
New York Life June 2000 - October 2009
UBS June 1998 - June 2000
credit agricole indosuez 1996 - 1998
Natwest Markets June 1994 - June 1996
ATT Bell Labs June 1986 - June 1994
Skills
Networking, Cloud Computing, Disaster Recovery, Data Center, Unix, Virtualization, Solaris, Enterprise Software, Enterprise Architecture, Security, Vendor Management, Perl, Linux, Servers, Cluster, Red Hat Linux, Apache, VMware ESX, Storage Area Networks, Veritas Cluster Server, RedHat, Veritas Volume Manager, Integration, Oracle, Netbackup, NetBackup, SAN
Education
Chicago, University of Chicago
Masters
Columbia University
Engineering
SUNY Stony Brook
Bachelor of Arts (BA)
Bryan Cohen's New York Life Experience 2008 - 2009
Job Independent Contractor
Industry Public Relations and Communications
Experience
Independent Contractor April 2010 - Present
Nest Seekers International January 2013 - July 2015
Metropolitan Property Group March 2012 - January 2013
New York Life 2008 - 2009
Skills
Public Relations, Marketing, Sports, Social Media Marketing, Social Media, Marketing Strategy, Social Networking, Strategic Planning, Event Management, New Business Development, Public Speaking, Entrepreneurship, Marketing Communications, Sports Marketing, Television Producing, Television Programming, Entertainment, Television, Real Estate, Online Marketing, Advertising, Online Advertising, Investments
Education
Richard Stockton College of New Jersey 2004 — 2007
Bachelor of Arts (B.A.)
Independent Contractor April 2010 - Present
Nest Seekers International January 2013 - July 2015
Metropolitan Property Group March 2012 - January 2013
New York Life 2008 - 2009
Skills
Public Relations, Marketing, Sports, Social Media Marketing, Social Media, Marketing Strategy, Social Networking, Strategic Planning, Event Management, New Business Development, Public Speaking, Entrepreneurship, Marketing Communications, Sports Marketing, Television Producing, Television Programming, Entertainment, Television, Real Estate, Online Marketing, Advertising, Online Advertising, Investments
Education
Richard Stockton College of New Jersey 2004 — 2007
Bachelor of Arts (B.A.)
Kim Huffstutler's New York Life Experience May 2011 - Present
Job Agent, New York Life
Industry Insurance
Experience
New York Life May 2011 - Present
Comal ISD June 2003 - June 2011
Education
Texas State University-San Marcos 1999 — 2003
BS, Interdisciplinary Studies
New York Life May 2011 - Present
Comal ISD June 2003 - June 2011
Education
Texas State University-San Marcos 1999 — 2003
BS, Interdisciplinary Studies
David Middlemiss's New York Life Experience 2001 - 2003
Job Founder at HW Syzygy
Industry Health, Wellness and Fitness
Experience
HW Syzygy August 2015 - Present
Fortified Care September 2014 - Present
MassMutual 2011 - Present
Sigma Phi Epsilon 2011 - 2015
Sigma Phi Epsilon 2007 - 2012
Self Employed 2003 - 2006
New York Life 2001 - 2003
Education
Syracuse University 1985 — 1991
F-M High School
HW Syzygy August 2015 - Present
Fortified Care September 2014 - Present
MassMutual 2011 - Present
Sigma Phi Epsilon 2011 - 2015
Sigma Phi Epsilon 2007 - 2012
Self Employed 2003 - 2006
New York Life 2001 - 2003
Education
Syracuse University 1985 — 1991
F-M High School