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.
New York Life Salaries. You can even request information on how much does New York Life pay if you want to. Learn about salaries, pros and cons of working for New York Life directly from the past employees.
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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
Stephanie Pham Stephanie Pham's New York Life Experience January 2011 - August 2011
Job MultiFunction Financial Analyst Level E2K at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin April 2015 - Present
Goldman Sachs - The Ayco Company, L.P. July 2012 - March 2015
MerchSource September 2011 - March 2012
New York Life January 2011 - August 2011
Associated Students, University of California Irvine-Executive Vice President September 2010 - June 2011
Merrill Lynch June 2010 - September 2010
Anteater Recreation Center Advisory Board September 2009 - March 2010
Skills
Microsoft Excel, Finance, Analysis, Management, Strategic Financial..., Investments, Time Management, Financial Analysis, Financial Modeling, Financial Planning, Excel, Account Management, Asset Allocation, Microsoft Office, Data Analysis, Mutual Funds, PowerPoint, Social Media, Retirement Planning, Investment Strategies, Accounting
Education
UCLA Anderson School of Management
Riordan MBA Fellowship
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics, Management, 3.72
Lockheed Martin April 2015 - Present
Goldman Sachs - The Ayco Company, L.P. July 2012 - March 2015
MerchSource September 2011 - March 2012
New York Life January 2011 - August 2011
Associated Students, University of California Irvine-Executive Vice President September 2010 - June 2011
Merrill Lynch June 2010 - September 2010
Anteater Recreation Center Advisory Board September 2009 - March 2010
Skills
Microsoft Excel, Finance, Analysis, Management, Strategic Financial..., Investments, Time Management, Financial Analysis, Financial Modeling, Financial Planning, Excel, Account Management, Asset Allocation, Microsoft Office, Data Analysis, Mutual Funds, PowerPoint, Social Media, Retirement Planning, Investment Strategies, Accounting
Education
UCLA Anderson School of Management
Riordan MBA Fellowship
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics, Management, 3.72
Rob McKinley Rob McKinley's New York Life Experience May 1998 - October 2005
Job Managing Partner New York Life Insurance Company.Privately Held, 10,001 + employees. Financial Service Industry
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company 2005 - 2012
New York Life May 1998 - October 2005
New York Life Insurance Company 1997 - 1998
New York Life Insurance Company 1995 - 1997
New York Life Insurance Company 1991 - 1995
Robert E Mckinley , Inc 1982 - 1992
Skills
Communication, Interviewing Skills, Multi Tasking, Recruiting, Thought Leadership, Training, Financial Recruiting
Education
The University of Texas at Austin 1972 — 1976
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 1972 — 1976
economics, Economics
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company 2005 - 2012
New York Life May 1998 - October 2005
New York Life Insurance Company 1997 - 1998
New York Life Insurance Company 1995 - 1997
New York Life Insurance Company 1991 - 1995
Robert E Mckinley , Inc 1982 - 1992
Skills
Communication, Interviewing Skills, Multi Tasking, Recruiting, Thought Leadership, Training, Financial Recruiting
Education
The University of Texas at Austin 1972 — 1976
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 1972 — 1976
economics, Economics
Jack Mander's New York Life Experience June 2004 - November 2004
Job Security Consultant at Guardian Security Systems
Industry Security and Investigations
Experience
Guardian Security Systems November 2012 - Present
Express Employment Professionals April 2011 - March 2012
OneSavvyChic August 2010 - March 2011
Denali Alaskan FCU September 2009 - January 2010
SkyWatch Traffic January 2009 - October 2009
Waddell & Reed August 2007 - December 2008
Denali Alaskan Federal Credit Union November 2004 - August 2007
New York Life June 2004 - November 2004
Skills
Sales, Leadership, Alarm Systems, CCTV, Finance, Access Control, Recruiting, Customer Service, Strategic Planning, Marketing, Insurance, Investments, Banking, Payroll, Accounting, Microsoft Office, Budgets, Human Resources, Microsoft Excel, Financial Analysis, QuickBooks, Microsoft Word, Inside Sales, Property & Casualty..., Life Insurance, Temporary Staffing, Retail Banking, Staffing Services, Car Loans, Bank Reconciliation, Public Speaking
Education
University of Alaska Anchorage 2001 — 2003
BA, Economics, Russian language
Guardian Security Systems November 2012 - Present
Express Employment Professionals April 2011 - March 2012
OneSavvyChic August 2010 - March 2011
Denali Alaskan FCU September 2009 - January 2010
SkyWatch Traffic January 2009 - October 2009
Waddell & Reed August 2007 - December 2008
Denali Alaskan Federal Credit Union November 2004 - August 2007
New York Life June 2004 - November 2004
Skills
Sales, Leadership, Alarm Systems, CCTV, Finance, Access Control, Recruiting, Customer Service, Strategic Planning, Marketing, Insurance, Investments, Banking, Payroll, Accounting, Microsoft Office, Budgets, Human Resources, Microsoft Excel, Financial Analysis, QuickBooks, Microsoft Word, Inside Sales, Property & Casualty..., Life Insurance, Temporary Staffing, Retail Banking, Staffing Services, Car Loans, Bank Reconciliation, Public Speaking
Education
University of Alaska Anchorage 2001 — 2003
BA, Economics, Russian language
Lynzie Wolters Lynzie Wolters's New York Life Experience January 2013 - Present
Job Dedicated Financial Services Professional helping families develop a sound financial strategy
Industry Financial Services
Experience
New York Life January 2013 - Present
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Licensed Life Insurance..., Multi-generational..., Protection..., Retirement Planning, Wealth Preservation..., Sales, Retirement, Financial Services, Securities, Customer Service, Protection Planning, Life Insurance, Leadership, Team Building, Marketing, Finance
Education
UC Santa Barbara 2004 — 2006
Bachelor's Degree, Communication, General
New York Life January 2013 - Present
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Licensed Life Insurance..., Multi-generational..., Protection..., Retirement Planning, Wealth Preservation..., Sales, Retirement, Financial Services, Securities, Customer Service, Protection Planning, Life Insurance, Leadership, Team Building, Marketing, Finance
Education
UC Santa Barbara 2004 — 2006
Bachelor's Degree, Communication, General
Glenn Sowalskie Glenn Sowalskie's New York Life Experience May 1986 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life May 1986 - Present
New York Life Insurance Company 1986 - Present
Skills
Customer Service, Disability Insurance, Estate Planning, Life Insurance, Strategic Financial..., Retirement Planning, Marketing, Retirement, Fixed Annuities, Mutual Funds, Finance, Insurance, Sales, IRAs, Leadership, Selling, Long-term Care, Public Speaking
Education
University at Albany, SUNY 1973 — 1978
New York Life May 1986 - Present
New York Life Insurance Company 1986 - Present
Skills
Customer Service, Disability Insurance, Estate Planning, Life Insurance, Strategic Financial..., Retirement Planning, Marketing, Retirement, Fixed Annuities, Mutual Funds, Finance, Insurance, Sales, IRAs, Leadership, Selling, Long-term Care, Public Speaking
Education
University at Albany, SUNY 1973 — 1978
Somto Ugwueze's New York Life Experience August 2012 - March 2013
Job Language and Culture Assistant at Spanish Ministry of Education, Culture, and Sport
Industry International Affairs
Experience
Spanish Ministry of Education, Culture, and Sport September 2015 - Present
Fair Chance August 2014 - August 2015
New York Life August 2012 - March 2013
Management Leadership for Tomorrow July 2011 - September 2012
Fusion Consulting International Limited May 2011 - July 2011
USC Center for International Studies November 2010 - May 2011
Daily Trojan August 2009 - May 2010
Skills
Leadership, Microsoft Office, Strategic Planning, Spanish, Research, Relationship Management, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Public Speaking, International Relations, Project Management, Stata, Quantitative Research, Econometrics, Resume Writing, Sourcing, Screening Resumes, Emerging Markets, West Africa, Marketing
Education
University of Southern California 2009 — 2013
Bachelor of Arts, Economics, International Relations
Universidad de Deusto 2012 — 2012
International Relations, Spanish
Spanish Ministry of Education, Culture, and Sport September 2015 - Present
Fair Chance August 2014 - August 2015
New York Life August 2012 - March 2013
Management Leadership for Tomorrow July 2011 - September 2012
Fusion Consulting International Limited May 2011 - July 2011
USC Center for International Studies November 2010 - May 2011
Daily Trojan August 2009 - May 2010
Skills
Leadership, Microsoft Office, Strategic Planning, Spanish, Research, Relationship Management, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Public Speaking, International Relations, Project Management, Stata, Quantitative Research, Econometrics, Resume Writing, Sourcing, Screening Resumes, Emerging Markets, West Africa, Marketing
Education
University of Southern California 2009 — 2013
Bachelor of Arts, Economics, International Relations
Universidad de Deusto 2012 — 2012
International Relations, Spanish
Natalie Blake Natalie Blake's New York Life Experience June 2008 - November 2008
Job Strategic Account Manager
Industry Insurance
Experience
WellPoint July 2013 - Present
UnitedHealthcare January 2013 - July 2013
Aetna November 2008 - December 2011
New York Life June 2008 - November 2008
Health Net June 1998 - March 2008
Skills
Underwriting, Account Management, Vendor Management, Disability Insurance, Brokers, Team Management, Team Building, Workers Compensation, New Business Development, Managed Care, Sales Management, Leadership, Business Strategy, Healthcare, Sales Operations, Management, Medicare, Claim, Cross-functional Team..., Health Insurance, Insurance, Customer Retention, Employee Benefits, Project Management, Contract Negotiation, Negotiation, Sales, Process Improvement, Marketing Strategy, Applicant Tracking..., Strategic Planning, Health Savings Accounts, Sales Presentations, Forecasting, Lead Generation, Teamwork, Customer Service, Microsoft Excel, Marketing, Operations Management, Life Insurance, Training, Business Analysis, Cold Calling, Salesforce.com, CRM, Strategy, Call Centers, Customer Satisfaction, Program Management
Education
University of Bridgeport 2002 — 2005
Bachelors, Business, Finance
Central High School 1991 — 1995
High School Diploma, General
WellPoint July 2013 - Present
UnitedHealthcare January 2013 - July 2013
Aetna November 2008 - December 2011
New York Life June 2008 - November 2008
Health Net June 1998 - March 2008
Skills
Underwriting, Account Management, Vendor Management, Disability Insurance, Brokers, Team Management, Team Building, Workers Compensation, New Business Development, Managed Care, Sales Management, Leadership, Business Strategy, Healthcare, Sales Operations, Management, Medicare, Claim, Cross-functional Team..., Health Insurance, Insurance, Customer Retention, Employee Benefits, Project Management, Contract Negotiation, Negotiation, Sales, Process Improvement, Marketing Strategy, Applicant Tracking..., Strategic Planning, Health Savings Accounts, Sales Presentations, Forecasting, Lead Generation, Teamwork, Customer Service, Microsoft Excel, Marketing, Operations Management, Life Insurance, Training, Business Analysis, Cold Calling, Salesforce.com, CRM, Strategy, Call Centers, Customer Satisfaction, Program Management
Education
University of Bridgeport 2002 — 2005
Bachelors, Business, Finance
Central High School 1991 — 1995
High School Diploma, General
Julie Watson's New York Life Experience January 2009 - Present
Job CVP, Communications
Industry Public Relations and Communications
Experience
New York Life January 2009 - Present
Skadden, Arps, Slate, Meagher & Flom LLP March 2006 - December 2008
Forbes.com January 2001 - February 2006
Dow Jones August 1993 - January 2001
Daytona Beach News-Journal 1991 - 1993
Skills
Editing, New Media, Editorial, Publications, Media Relations, Publishing, Public Relations, Storytelling, Competitive Analysis, Marketing, Journalism, SEO, Video, Web Content, Internal & External..., Copywriting, Corporate Communications, Internal Communications, Leadership, Management, Strategic Communications, Brand Journalism, Content Management, Content Strategy
Education
University of Central Florida
BA, Journalism
New York Life January 2009 - Present
Skadden, Arps, Slate, Meagher & Flom LLP March 2006 - December 2008
Forbes.com January 2001 - February 2006
Dow Jones August 1993 - January 2001
Daytona Beach News-Journal 1991 - 1993
Skills
Editing, New Media, Editorial, Publications, Media Relations, Publishing, Public Relations, Storytelling, Competitive Analysis, Marketing, Journalism, SEO, Video, Web Content, Internal & External..., Copywriting, Corporate Communications, Internal Communications, Leadership, Management, Strategic Communications, Brand Journalism, Content Management, Content Strategy
Education
University of Central Florida
BA, Journalism
Erik Struve Erik Struve's New York Life Experience June 2004 - May 2005
Job Planning Manager at Gymboree
Industry Retail
Experience
Gymboree May 2012 - Present
Gymboree March 2011 - August 2012
Gymboree June 2008 - March 2011
Gymboree February 2007 - June 2008
Gymboree June 2005 - February 2007
New York Life June 2004 - May 2005
Skills
Forecasting, Inventory Analysis, Sales Trend Analysis, Merchandising, Retail Management, Inventory Management, Apparel, Retail, Merchandise Planning, Trend Analysis, Cross-functional Team...
Education
University of California, Berkeley 2000 — 2004
BA, American Studies
Carmel High School
Gymboree May 2012 - Present
Gymboree March 2011 - August 2012
Gymboree June 2008 - March 2011
Gymboree February 2007 - June 2008
Gymboree June 2005 - February 2007
New York Life June 2004 - May 2005
Skills
Forecasting, Inventory Analysis, Sales Trend Analysis, Merchandising, Retail Management, Inventory Management, Apparel, Retail, Merchandise Planning, Trend Analysis, Cross-functional Team...
Education
University of California, Berkeley 2000 — 2004
BA, American Studies
Carmel High School
Larry Bagby, CLU, ChFC Larry Bagby, CLU, ChFC's New York Life Experience March 1974 - August 1987
Job Financial Advisor at UNIFI Companies Ameritas, Acacia, Union Central and affilitated companies
Industry Financial Services
Experience
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies June 2009 - Present
Met Life/NewEngland Financial September 1987 - May 2009
New York Life March 1974 - August 1987
Skills
Fixed Annuities, Tax Free Retirement..., Legal Services, Legal Assistance, Insurance, Retirement Planning, Term Life Insurance, Retirement, Life Insurance, Estate Planning, Small Business, Finance, Long-term Care, Securities, Disability Insurance, Sales, IRAs, Mutual Funds, 401k
Education
UCLA 1965 — 1971
Bachelor's degree, Bachelor of Arts
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies June 2009 - Present
Met Life/NewEngland Financial September 1987 - May 2009
New York Life March 1974 - August 1987
Skills
Fixed Annuities, Tax Free Retirement..., Legal Services, Legal Assistance, Insurance, Retirement Planning, Term Life Insurance, Retirement, Life Insurance, Estate Planning, Small Business, Finance, Long-term Care, Securities, Disability Insurance, Sales, IRAs, Mutual Funds, 401k
Education
UCLA 1965 — 1971
Bachelor's degree, Bachelor of Arts
Kim Johnson, CLF CLTC, LTCP Kim Johnson, CLF CLTC, LTCP's New York Life Experience October 2005 - January 2011
Job Empowering Individuals to achieve career and financial success
Industry Financial Services
Experience
OneCommonwealth Financial Group, LLC July 2015 - Present
Guardian Life Insurance Company of America - Central Ohio Agency August 2014 - June 2015
New York Life Insurance Company January 2011 - August 2014
New York Life October 2005 - January 2011
New York Life August 2002 - October 2005
Education
The University of New Mexico 1977 — 1982
Bachelor’s Degree, English/Communications
OneCommonwealth Financial Group, LLC July 2015 - Present
Guardian Life Insurance Company of America - Central Ohio Agency August 2014 - June 2015
New York Life Insurance Company January 2011 - August 2014
New York Life October 2005 - January 2011
New York Life August 2002 - October 2005
Education
The University of New Mexico 1977 — 1982
Bachelor’s Degree, English/Communications
Lupe Flores, Jr. Lupe Flores, Jr.'s New York Life Experience May 2008 - July 2009
Job Staff Accountant / Infantry Platoon Sergeant
Industry Military
Experience
Gulf States Finance Company October 2013 - Present
U.S. Army / Texas Army National Guard September 1995 - Present
Chas. P. Young Co. a Consolidated Graphics Company January 2012 - June 2013
University of Houston August 2007 - August 2009
New York Life May 2008 - July 2009
Hispanic Business Student Association January 2008 - May 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Strategic Planning, Financial Analysis, Customer Service, Budgets, Leadership, Microsoft Word, Accounting, Management, Team Building
Education
University of Houston 2007 — 2009
Finance, Accounting, Business
University of Houston, C.T. Bauer College of Business 2007 — 2009
Bachelor of Business Administration, Finance, Accounting
Gulf States Finance Company October 2013 - Present
U.S. Army / Texas Army National Guard September 1995 - Present
Chas. P. Young Co. a Consolidated Graphics Company January 2012 - June 2013
University of Houston August 2007 - August 2009
New York Life May 2008 - July 2009
Hispanic Business Student Association January 2008 - May 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Strategic Planning, Financial Analysis, Customer Service, Budgets, Leadership, Microsoft Word, Accounting, Management, Team Building
Education
University of Houston 2007 — 2009
Finance, Accounting, Business
University of Houston, C.T. Bauer College of Business 2007 — 2009
Bachelor of Business Administration, Finance, Accounting
Jacqueline S. Gold Jacqueline S. Gold's New York Life Experience June 2005 - June 2008
Job Managing Editor/Senior Analyst, Thought Leadership at Oxford Economics
Industry Research
Experience
Oxford Economics July 2014 - Present
New York City Comptroller's Office February 2011 - December 2013
Credit Suisse, UBS Americas, Wells Fargo, TD Ameritrade February 2010 - February 2011
Deloitte October 2008 - February 2010
New York Life June 2005 - June 2008
KPMG November 2004 - June 2005
Crain's New York Business December 2002 - December 2003
Institutional Investor December 2000 - November 2002
American Banker Newspaper 1993 - 2000
U.S. Peace Corps 1987 - 1989
Skills
Magazines, Asset Managment, Mutual Funds, Corporate Communications, Publications, Web Content, Asset Management, Leadership, Newsletters, Public Relations, Management, Event Management, Storytelling, Marketing, Content Development, Editorial, Thought Leadership, Politics, Content Strategy, Press Releases, Public Speaking, Financial Services, Media Relations, Crisis Communications, Speech Writing, Community Development, Public Affairs, Journalism, Internal Communications, Strategic Communications, Copy Editing, Editing, Policy, Publishing
Education
University of Minnesota-Twin Cities 1981 — 1987
Master's Degree, Journalism
SUNY Albany 1977 — 1981
Bachelor of Arts with honors, Rhetoric and Communications
Oxford Economics July 2014 - Present
New York City Comptroller's Office February 2011 - December 2013
Credit Suisse, UBS Americas, Wells Fargo, TD Ameritrade February 2010 - February 2011
Deloitte October 2008 - February 2010
New York Life June 2005 - June 2008
KPMG November 2004 - June 2005
Crain's New York Business December 2002 - December 2003
Institutional Investor December 2000 - November 2002
American Banker Newspaper 1993 - 2000
U.S. Peace Corps 1987 - 1989
Skills
Magazines, Asset Managment, Mutual Funds, Corporate Communications, Publications, Web Content, Asset Management, Leadership, Newsletters, Public Relations, Management, Event Management, Storytelling, Marketing, Content Development, Editorial, Thought Leadership, Politics, Content Strategy, Press Releases, Public Speaking, Financial Services, Media Relations, Crisis Communications, Speech Writing, Community Development, Public Affairs, Journalism, Internal Communications, Strategic Communications, Copy Editing, Editing, Policy, Publishing
Education
University of Minnesota-Twin Cities 1981 — 1987
Master's Degree, Journalism
SUNY Albany 1977 — 1981
Bachelor of Arts with honors, Rhetoric and Communications
Angel Stewart's New York Life Experience August 2007 - June 2011
Job Director of Talent Management at the Robert Toigo Foundation
Industry Staffing and Recruiting
Experience
The Robert Toigo Foundation June 2011 - Present
University of California August 2007 - Present
New York Life August 2007 - June 2011
Goldman Sachs January 2005 - June 2006
Self-employed March 2001 - December 2004
Morgan Stanley August 1998 - March 2001
The Robert Toigo Foundation June 1993 - July 1998
Skills
Talent Management, Recruiting, Talent Acquisition, Succession Planning, Diversity & Inclusion, Mergers, Non-profits, Career Counseling, Employee Relations, Onboarding, Financial Services, Management Consulting, Performance Management, Applicant Tracking..., Leadership, Strategy, Consulting, Employee Engagement, Workshop Facilitation, Personnel Management, Career Development, Human Resources, Mergers & Acquisitions, Deferred Compensation, Marketing, Hiring, Training, Coaching, Executive Search, Workforce Planning, Program Management, College Recruiting, Resume Writing, Executive Coaching, Temporary Placement, Interviews, Sourcing, Management, Nonprofits, Organizational...
Education
UCLA
BA, Sociology, Dean's List
Sacramento High School
high school diploma
The Robert Toigo Foundation June 2011 - Present
University of California August 2007 - Present
New York Life August 2007 - June 2011
Goldman Sachs January 2005 - June 2006
Self-employed March 2001 - December 2004
Morgan Stanley August 1998 - March 2001
The Robert Toigo Foundation June 1993 - July 1998
Skills
Talent Management, Recruiting, Talent Acquisition, Succession Planning, Diversity & Inclusion, Mergers, Non-profits, Career Counseling, Employee Relations, Onboarding, Financial Services, Management Consulting, Performance Management, Applicant Tracking..., Leadership, Strategy, Consulting, Employee Engagement, Workshop Facilitation, Personnel Management, Career Development, Human Resources, Mergers & Acquisitions, Deferred Compensation, Marketing, Hiring, Training, Coaching, Executive Search, Workforce Planning, Program Management, College Recruiting, Resume Writing, Executive Coaching, Temporary Placement, Interviews, Sourcing, Management, Nonprofits, Organizational...
Education
UCLA
BA, Sociology, Dean's List
Sacramento High School
high school diploma
Tyson Lee Tyson Lee's New York Life Experience March 2006 - March 2008
Job SDVOB, Minority, Government Contractor
Industry Oil & Energy
Experience
Ranger Industrial Services, LLC July 2010 - Present
Average Guy Workouts, Inc. July 2007 - July 2010
New York Life March 2006 - March 2008
Liberty National Life January 2004 - March 2006
Skills
Military, Security Clearance, Army, Leadership, Operations Management, Jumpmaster, Team Building, Command, Recruiting, DoD, Training, Strategic Planning, Intelligence, Process Improvement, Program Management, Management, Human Resources, Logistics, Leadership Development, Risk Management, Team Leadership, Government, Analysis, Business Development, Change Management, Contract Negotiation, Cross-functional Team..., Executive Management, Military Experience, Operational Planning, Organizational..., Outsourcing, Policy, Project Planning, Strategy
Education
United States Military Academy at West Point 1990 — 1994
B.S., Spanish/Portuguese
Ranger Industrial Services, LLC July 2010 - Present
Average Guy Workouts, Inc. July 2007 - July 2010
New York Life March 2006 - March 2008
Liberty National Life January 2004 - March 2006
Skills
Military, Security Clearance, Army, Leadership, Operations Management, Jumpmaster, Team Building, Command, Recruiting, DoD, Training, Strategic Planning, Intelligence, Process Improvement, Program Management, Management, Human Resources, Logistics, Leadership Development, Risk Management, Team Leadership, Government, Analysis, Business Development, Change Management, Contract Negotiation, Cross-functional Team..., Executive Management, Military Experience, Operational Planning, Organizational..., Outsourcing, Policy, Project Planning, Strategy
Education
United States Military Academy at West Point 1990 — 1994
B.S., Spanish/Portuguese
Bob Gunhus Bob Gunhus's New York Life Experience 2012 - 2015
Job New York Life
Industry Insurance
Experience
New York Life Insurance Company December 2011 - Present
New York Life 2012 - 2015
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Long-term Care, Strategic Financial..., Mutual Funds, Disability Insurance, Term Life Insurance, Insurance, IRAs, Investments, Wealth Management, Estate Planning, Long Term Care Insurance, 401k, Series 63, Health Insurance, Series 6, Financial Planners, Asset Allocation, 401k Rollovers
Education
The University of North Dakota 1980 — 1985
marketing, business
New York Life Insurance Company December 2011 - Present
New York Life 2012 - 2015
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Long-term Care, Strategic Financial..., Mutual Funds, Disability Insurance, Term Life Insurance, Insurance, IRAs, Investments, Wealth Management, Estate Planning, Long Term Care Insurance, 401k, Series 63, Health Insurance, Series 6, Financial Planners, Asset Allocation, 401k Rollovers
Education
The University of North Dakota 1980 — 1985
marketing, business
Colin Hanses's New York Life Experience September 2008 - February 2010
Job Account Manager at Randstad Technologies
Industry Staffing and Recruiting
Experience
Randstad Technologies, formerly Sapphire Technologies March 2010 - Present
New York Life September 2008 - February 2010
Interocean Wealth Management 2007 - 2008
Skills
Staff Augmentation, Talent Management, Temporary Placement, Enterprise Software, Information Technology, Technical Recruiting, Sales, Contract Negotiation, Cold Calling, Recruiting, Building Relationships, Applicant Tracking..., Executive Search, Staffing Services, Sourcing, Benefits Negotiation, Contract Recruitment, Lead Generation, Salesforce.com, Screening, Screening Resumes, CRM, College Recruiting, IT Solutions, Interviews, Vendor Management, Internet Recruiting, Talent Acquisition, Temporary Staffing, Account Management, Business Development, Permanent Placement, Relationship Building
Education
The University of Montana - School of Business Administration 2001 — 2005
BA, Marketing, Management
Oak Park and River Forest High School 1995 — 1999
Randstad Technologies, formerly Sapphire Technologies March 2010 - Present
New York Life September 2008 - February 2010
Interocean Wealth Management 2007 - 2008
Skills
Staff Augmentation, Talent Management, Temporary Placement, Enterprise Software, Information Technology, Technical Recruiting, Sales, Contract Negotiation, Cold Calling, Recruiting, Building Relationships, Applicant Tracking..., Executive Search, Staffing Services, Sourcing, Benefits Negotiation, Contract Recruitment, Lead Generation, Salesforce.com, Screening, Screening Resumes, CRM, College Recruiting, IT Solutions, Interviews, Vendor Management, Internet Recruiting, Talent Acquisition, Temporary Staffing, Account Management, Business Development, Permanent Placement, Relationship Building
Education
The University of Montana - School of Business Administration 2001 — 2005
BA, Marketing, Management
Oak Park and River Forest High School 1995 — 1999
Liza Otanes Liza Otanes's New York Life Experience August 2008 - June 2010
Job Customer Experience Manager at ModeWalk, Inc
Industry Luxury Goods & Jewelry
Experience
ModeWalk, Inc January 2011 - Present
Kaama Lounge April 2010 - January 2011
New York Life August 2008 - June 2010
Gucci Group November 2005 - March 2008
Salvatore Ferragamo February 2005 - November 2005
LVMH November 2004 - January 2005
Education
University of California, Berkeley
ModeWalk, Inc January 2011 - Present
Kaama Lounge April 2010 - January 2011
New York Life August 2008 - June 2010
Gucci Group November 2005 - March 2008
Salvatore Ferragamo February 2005 - November 2005
LVMH November 2004 - January 2005
Education
University of California, Berkeley
Bruce Provisor Bruce Provisor's New York Life Experience January 2008 - October 2010
Job Entrepreneur
Industry Marketing and Advertising
Experience
Photoboothparties February 2012 - Present
Punchcard January 2012 - Present
New York Life January 2008 - October 2010
New York Life January 2008 - October 2010
Enterprise Rent a Car 2004 - 2009
Enterprise Rent a Car2004-2008 May 2004 - January 2008
Skills
Leadership/Team Building, Team Player, Flexibility/Multitasking..., Customer Service, Fundraising, Event Planning, Strategic Planning, Marketing, Team Building, Leadership, Management, Microsoft Office, Budgets, Public Speaking, PowerPoint, Entrepreneurship, Sales, Teamwork, Training, New Business Development, Team Leadership, Organizational..., Small Business, Sales Management, Microsoft Excel, Lead Generation, Outlook
Education
University of Hawaii at Manoa 1998 — 2004
Business, Marketing
University of Hawaii at Manoa 1998 — 2004
Bachelor, Business Administration
Photoboothparties February 2012 - Present
Punchcard January 2012 - Present
New York Life January 2008 - October 2010
New York Life January 2008 - October 2010
Enterprise Rent a Car 2004 - 2009
Enterprise Rent a Car2004-2008 May 2004 - January 2008
Skills
Leadership/Team Building, Team Player, Flexibility/Multitasking..., Customer Service, Fundraising, Event Planning, Strategic Planning, Marketing, Team Building, Leadership, Management, Microsoft Office, Budgets, Public Speaking, PowerPoint, Entrepreneurship, Sales, Teamwork, Training, New Business Development, Team Leadership, Organizational..., Small Business, Sales Management, Microsoft Excel, Lead Generation, Outlook
Education
University of Hawaii at Manoa 1998 — 2004
Business, Marketing
University of Hawaii at Manoa 1998 — 2004
Bachelor, Business Administration
anthony scattini anthony scattini's New York Life Experience 1996 - Present
Job agent at New York Life
Industry Insurance
Experience
New York Life 1996 - Present
Skills
Disability Insurance, Retirement Planning, Insurance, Whole Life, Long-term Care, Life Insurance, Universal Life, Fixed Annuities, Sales, Strategic Planning, Leadership, Term Life Insurance
Education
UC Berkeley
New York Life 1996 - Present
Skills
Disability Insurance, Retirement Planning, Insurance, Whole Life, Long-term Care, Life Insurance, Universal Life, Fixed Annuities, Sales, Strategic Planning, Leadership, Term Life Insurance
Education
UC Berkeley
D. James Andersen D. James Andersen's New York Life Experience October 2006 - Present
Job Financial Services Professional
Industry Professional Training & Coaching
Experience
New York Life October 2006 - Present
The Growth Coach October 2006 - February 2008
Skills
Small Business, Business Development, Investments, Banking, Finance, Retirement Planning
Education
University of Colorado Boulder 1985 — 1988
BA, International Busines and Marketing
New York Life October 2006 - Present
The Growth Coach October 2006 - February 2008
Skills
Small Business, Business Development, Investments, Banking, Finance, Retirement Planning
Education
University of Colorado Boulder 1985 — 1988
BA, International Busines and Marketing
John-David Haire John-David Haire's New York Life Experience March 2002 - March 2004
Job Managing Principal at Iron Logic Consulting, LLC
Industry Management Consulting
Experience
Iron Logic Consulting, LLC December 2012 - Present
Iron Logic Wealth Advisory, LLC January 2010 - Present
MetLife Investors March 2004 - September 2009
Travelers Life & Annuity March 2004 - March 2005
New York Life March 2002 - March 2004
Jackson National Life 1999 - 2000
Education
University of Cincinnati College of Business 1994 — 1997
BS, Finance, Real Estate
Iron Logic Consulting, LLC December 2012 - Present
Iron Logic Wealth Advisory, LLC January 2010 - Present
MetLife Investors March 2004 - September 2009
Travelers Life & Annuity March 2004 - March 2005
New York Life March 2002 - March 2004
Jackson National Life 1999 - 2000
Education
University of Cincinnati College of Business 1994 — 1997
BS, Finance, Real Estate
David Befort's New York Life Experience January 1998 - April 2000
Job Catastrophe Adjuster
Industry Insurance
Experience
D.A.Befort & Associates Inc. June 2009 - Present
D.A.Befort & Associates Inc. July 1989 - Present
New York Life January 1998 - April 2000
Skills
Casualty, Marketing, Commercial Insurance, Constitutional Law, Criminal Law, Property Damage, Microsoft Office, Project Management, Insurance, Claim, Public Speaking, Xactimate, Strategic Planning, Negotiation, Leadership, Team Building, Customer Service, Property & Casualty..., Subrogation, Liability, Budgets, Sales, Commercial Lines
Education
University of Kansas 1974 — 1976
Law Enforcement
Kansasa City Kansas Community College 1973 — 1975
Law Enforcement
D.A.Befort & Associates Inc. June 2009 - Present
D.A.Befort & Associates Inc. July 1989 - Present
New York Life January 1998 - April 2000
Skills
Casualty, Marketing, Commercial Insurance, Constitutional Law, Criminal Law, Property Damage, Microsoft Office, Project Management, Insurance, Claim, Public Speaking, Xactimate, Strategic Planning, Negotiation, Leadership, Team Building, Customer Service, Property & Casualty..., Subrogation, Liability, Budgets, Sales, Commercial Lines
Education
University of Kansas 1974 — 1976
Law Enforcement
Kansasa City Kansas Community College 1973 — 1975
Law Enforcement
Annette Ettrick Annette Ettrick's New York Life Experience September 2002 - February 2004
Job Banking
Industry Banking
Experience
Ettrick and Company October 2013 - Present
Homefirst - MJHS June 2005 - April 2009
Oxford Health Plans February 2004 - June 2005
New York Life September 2002 - February 2004
State University of New York at Albany 1988 - 1993
Skills
Sales, Marketing, Bilingual Proficiency, Branch Banking, Best Practices, Communication, Expenses, Languages, Negotiation, Networking, Training, Sales Operations, Public Speaking, Leadership, Customer Service, Nonprofits, Social Networking, Finance, Management
Education
State University of New York at Albany 1988 — 1993
B.A., Spanish Civilization/Urban Planning
Ettrick and Company October 2013 - Present
Homefirst - MJHS June 2005 - April 2009
Oxford Health Plans February 2004 - June 2005
New York Life September 2002 - February 2004
State University of New York at Albany 1988 - 1993
Skills
Sales, Marketing, Bilingual Proficiency, Branch Banking, Best Practices, Communication, Expenses, Languages, Negotiation, Networking, Training, Sales Operations, Public Speaking, Leadership, Customer Service, Nonprofits, Social Networking, Finance, Management
Education
State University of New York at Albany 1988 — 1993
B.A., Spanish Civilization/Urban Planning
Jon Trebilcock Jon Trebilcock's New York Life Experience January 2007 - Present
Job Financial Services Professional with New York Life
Industry Financial Services
Experience
New York Life January 2007 - Present
Radio Shack May 2003 - December 2006
Film/Television Industry 1997 - 2003
Education
University of California, Irvine 1990 — 1994
English
New York Life January 2007 - Present
Radio Shack May 2003 - December 2006
Film/Television Industry 1997 - 2003
Education
University of California, Irvine 1990 — 1994
English
Chauvon McFadden Chauvon McFadden's New York Life Experience March 2002 - Present
Job Principal at Crimson Wealth Strategies
Industry Financial Services
Experience
Loudoun County CEO Cabinet January 2015 - Present
Crimson Wealth Strategies October 2014 - Present
Loudoun County Economic Developement Advisory Commission January 2013 - Present
Rural Economic Development Council REDC March 2013 - Present
New York Life March 2002 - Present
INOVA gift and estate planning team March 2006 - Present
BNI April 2009 - June 2011
Fair Oaks Business Builders November 2004 - October 2005
University Of Alabama 1997 - 2001
Skills
Small Business, Leadership, Series 7, Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Fixed Annuities, Team Building, Business Planning, Insurance, Estate Planning, Entrepreneurship, Risk Management, Life Insurance, Health Insurance, Sales, Financial Services, Strategic Planning, Disability Insurance, Employee Benefits, Business Networking, Account Management, Banking, Retirement, Marketing, Long-term Care, Recruiting, Securities, Public Speaking, Portfolio Management, Finance, Training, Analysis, Strategy, Customer Service, 401k
Education
University of Alabama 1997 — 2001
BS, Marketing
Loudoun County CEO Cabinet January 2015 - Present
Crimson Wealth Strategies October 2014 - Present
Loudoun County Economic Developement Advisory Commission January 2013 - Present
Rural Economic Development Council REDC March 2013 - Present
New York Life March 2002 - Present
INOVA gift and estate planning team March 2006 - Present
BNI April 2009 - June 2011
Fair Oaks Business Builders November 2004 - October 2005
University Of Alabama 1997 - 2001
Skills
Small Business, Leadership, Series 7, Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Fixed Annuities, Team Building, Business Planning, Insurance, Estate Planning, Entrepreneurship, Risk Management, Life Insurance, Health Insurance, Sales, Financial Services, Strategic Planning, Disability Insurance, Employee Benefits, Business Networking, Account Management, Banking, Retirement, Marketing, Long-term Care, Recruiting, Securities, Public Speaking, Portfolio Management, Finance, Training, Analysis, Strategy, Customer Service, 401k
Education
University of Alabama 1997 — 2001
BS, Marketing
Carrie Anne Tallman, CFA Carrie Anne Tallman, CFA's New York Life Experience February 2009 - December 2009
Job
Industry Financial Services
Experience
Parsec Financial October 2013 - Present
Perimeter Capital Management January 2010 - September 2013
New York Life February 2009 - December 2009
Perimeter Capital Management June 2006 - December 2007
Trusco Capital Management December 2003 - June 2006
Trusco Capital Management March 2002 - December 2003
Skills
Asset Allocation, Investments, Investment Advisory, Mutual Funds, Equities, Portfolio Management, Investment Strategies, Asset Managment, Wealth Management, Equity Research, Valuation, Investment Management, Securities, Financial Modeling, Finance, Trading
Education
University of Florida 1997 — 1999
MA
University of Florida 1993 — 1997
BS
Parsec Financial October 2013 - Present
Perimeter Capital Management January 2010 - September 2013
New York Life February 2009 - December 2009
Perimeter Capital Management June 2006 - December 2007
Trusco Capital Management December 2003 - June 2006
Trusco Capital Management March 2002 - December 2003
Skills
Asset Allocation, Investments, Investment Advisory, Mutual Funds, Equities, Portfolio Management, Investment Strategies, Asset Managment, Wealth Management, Equity Research, Valuation, Investment Management, Securities, Financial Modeling, Finance, Trading
Education
University of Florida 1997 — 1999
MA
University of Florida 1993 — 1997
BS
Nancy Dudman-Cavalier Nancy Dudman-Cavalier's New York Life Experience 1993 - 1995
Job Vice President, Sales at ConnectYourCare
Industry Health, Wellness and Fitness
Experience
ConnectYourCare November 2011 - Present
WageWorks September 2008 - November 2011
Aetna 2002 - 2007
Physicians Practice 2000 - 2002
Nationwide January 2000 - August 2000
NYLCare 1994 - 1999
New York Life 1993 - 1995
Health Plus 1985 - 1993
Skills
Strategic Planning, Negotiation, Selling Skills, Budgets, Customer Retention, Competitive Analysis, Segmentation, Acquisition Integration, Employee Benefits, High-Impact Sales..., Health Insurance, Insurance, Benefits Administration, Healthcare, Account Management, Health Savings Accounts, Business Development, Sales, Managed Care, Management, SaaS
Education
Towson University
BS, Music Education
University of Maryland - Robert H. Smith School of Business
MBA, Finance, General
ConnectYourCare November 2011 - Present
WageWorks September 2008 - November 2011
Aetna 2002 - 2007
Physicians Practice 2000 - 2002
Nationwide January 2000 - August 2000
NYLCare 1994 - 1999
New York Life 1993 - 1995
Health Plus 1985 - 1993
Skills
Strategic Planning, Negotiation, Selling Skills, Budgets, Customer Retention, Competitive Analysis, Segmentation, Acquisition Integration, Employee Benefits, High-Impact Sales..., Health Insurance, Insurance, Benefits Administration, Healthcare, Account Management, Health Savings Accounts, Business Development, Sales, Managed Care, Management, SaaS
Education
Towson University
BS, Music Education
University of Maryland - Robert H. Smith School of Business
MBA, Finance, General
Ben Torchia Ben Torchia's New York Life Experience April 2005 - November 2006
Job SVP Relationship Manager at Citibank
Industry Banking
Experience
Citibank September 2010 - Present
Strongtower Financial November 2006 - October 2010
New York Life April 2005 - November 2006
Pinnacle Engineering December 2004 - April 2005
Skills
Commercial Credit, Financial Analysis, Financial Accounting, Accounting, Asset Management, Banking, Capital Markets, Cash Management, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Derivatives, Due Diligence, Estate Planning, Finance, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Forecasting, Insurance, Investments, Loans, Mergers, Mortgage Lending, Nonprofits, Portfolio Management, Risk Management, Sales, Small Business, Strategic Financial..., Strategic Planning, Underwriting
Education
University of California, Davis 2000 — 2004
Bachelor of Science, Civil Engineering
Ridgeview High School - Bakersfield, CA 1996 — 2000
Citibank September 2010 - Present
Strongtower Financial November 2006 - October 2010
New York Life April 2005 - November 2006
Pinnacle Engineering December 2004 - April 2005
Skills
Commercial Credit, Financial Analysis, Financial Accounting, Accounting, Asset Management, Banking, Capital Markets, Cash Management, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Derivatives, Due Diligence, Estate Planning, Finance, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Forecasting, Insurance, Investments, Loans, Mergers, Mortgage Lending, Nonprofits, Portfolio Management, Risk Management, Sales, Small Business, Strategic Financial..., Strategic Planning, Underwriting
Education
University of California, Davis 2000 — 2004
Bachelor of Science, Civil Engineering
Ridgeview High School - Bakersfield, CA 1996 — 2000
Margaret Allen Henry Margaret Allen Henry's New York Life Experience 1995 - 1997
Job Full time mom at Mommyville
Industry Marketing and Advertising
Experience
Mommyville May 2011 - Present
BMC Software January 2010 - April 2011
BMC Software 2005 - 2009
Dell August 2002 - May 2005
Enron October 1999 - November 2001
Admaster Communications 1997 - 1999
New York Life 1995 - 1997
Skills
Strategy, Leadership, Marketing, Management, Enterprise Software, Salesforce.com, Product Marketing, Cloud Computing, Marketing Communications, Solution Selling, CRM, Email Marketing, Demand Generation, Integrated Marketing, Marketing Strategy, Digital Marketing, Sales Enablement, Direct Marketing, Online Advertising, SaaS
Education
The University of Texas at Austin 1991 — 1995
Bachelor of Science, Education and Communications
Waco High School 1988 — 1991
Mommyville May 2011 - Present
BMC Software January 2010 - April 2011
BMC Software 2005 - 2009
Dell August 2002 - May 2005
Enron October 1999 - November 2001
Admaster Communications 1997 - 1999
New York Life 1995 - 1997
Skills
Strategy, Leadership, Marketing, Management, Enterprise Software, Salesforce.com, Product Marketing, Cloud Computing, Marketing Communications, Solution Selling, CRM, Email Marketing, Demand Generation, Integrated Marketing, Marketing Strategy, Digital Marketing, Sales Enablement, Direct Marketing, Online Advertising, SaaS
Education
The University of Texas at Austin 1991 — 1995
Bachelor of Science, Education and Communications
Waco High School 1988 — 1991
Nestor Martinez-Segura's New York Life Experience March 2008 - December 2010
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company September 2013 - February 2015
New York Life Insurance Company December 2010 - August 2013
New York Life March 2008 - December 2010
Skills
Talent Acquisition, Coaching, Financial Recruiting, Agent Development, Recruiting, Leadership Development
Education
Universidad Tecnológica de México 1994 — 1999
Bachelor's, Economics
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company September 2013 - February 2015
New York Life Insurance Company December 2010 - August 2013
New York Life March 2008 - December 2010
Skills
Talent Acquisition, Coaching, Financial Recruiting, Agent Development, Recruiting, Leadership Development
Education
Universidad Tecnológica de México 1994 — 1999
Bachelor's, Economics
Franklyn Morrow Franklyn Morrow's New York Life Experience February 2012 - June 2012
Job Financial Services Representative
Industry Financial Services
Experience
Regions Financial Corporation October 2014 - Present
State Farm June 2012 - November 2014
New York Life February 2012 - June 2012
Express Financial Services May 2004 - October 2007
Express Financial Services May 2004 - October 2007
Education
Keller School of Management 2011 — 2012
Masters, Accounting and Financial Management
University of Alabama 2007 — 2010
B.S, Finance - Financial Management
Regions Financial Corporation October 2014 - Present
State Farm June 2012 - November 2014
New York Life February 2012 - June 2012
Express Financial Services May 2004 - October 2007
Express Financial Services May 2004 - October 2007
Education
Keller School of Management 2011 — 2012
Masters, Accounting and Financial Management
University of Alabama 2007 — 2010
B.S, Finance - Financial Management
Denise Boyce, LUTCF's New York Life Experience November 2001 - Present
Job Agent at New York Life Insurance
Industry Insurance
Experience
New York Life November 2001 - Present
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Whole Life, Life Insurance, Long-term Care, Insurance, IRAs, Term Life Insurance, Retirement, Long Term Care Insurance, Permanent Life Insurance, Roth IRA, Sales, Universal Life, Small Business, Health Insurance, Guaranteed Lifetime..., General Insurance, Financial Services, Financial Planning, Estate Planning, Employee Benefits, Underwriting, Investments, College Savings Plans, Buy-sell Agreements, Brokers, Accident, 401k Rollovers, 401k, Critical Illness, Pensions, Strategic Financial..., Wealth Accumulation
Education
University of California, Riverside 1999 — 2001
New York Life November 2001 - Present
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Whole Life, Life Insurance, Long-term Care, Insurance, IRAs, Term Life Insurance, Retirement, Long Term Care Insurance, Permanent Life Insurance, Roth IRA, Sales, Universal Life, Small Business, Health Insurance, Guaranteed Lifetime..., General Insurance, Financial Services, Financial Planning, Estate Planning, Employee Benefits, Underwriting, Investments, College Savings Plans, Buy-sell Agreements, Brokers, Accident, 401k Rollovers, 401k, Critical Illness, Pensions, Strategic Financial..., Wealth Accumulation
Education
University of California, Riverside 1999 — 2001
Matt Sebenoler Matt Sebenoler's New York Life Experience 2006 - 2010
Job First Vice President, Next Generation Advisor Strategies
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors 2012 - 2014
Wells Fargo Advisors October 2012 - October 2013
Allstate Financial Services, Inc. 2011 - October 2012
New York Life 2006 - 2010
First Command Financial Planning 1997 - 2006
First Command Financial Services 2000 - 2002
First Command Financial Services 1995 - 1997
3rd Battalion, 37th Armored Regiment 1988 - 1995
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 63, Series 7, Retirement, Investments, Estate Planning, Fixed Annuities, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Asset Managment, Series 65, 401k, Long-term Care, Series 6, Long Term Care Insurance, Risk Management, Financial Services, Securities, Asset Management, Investment Strategies, IRAs, Portfolio Management, Life Insurance, Strategy, Insurance, Alternative Investments
Education
United States Military Academy at West Point 1984 — 1988
B.S., Economics
Bishop Hartley High School 1980 — 1984
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors 2012 - 2014
Wells Fargo Advisors October 2012 - October 2013
Allstate Financial Services, Inc. 2011 - October 2012
New York Life 2006 - 2010
First Command Financial Planning 1997 - 2006
First Command Financial Services 2000 - 2002
First Command Financial Services 1995 - 1997
3rd Battalion, 37th Armored Regiment 1988 - 1995
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 63, Series 7, Retirement, Investments, Estate Planning, Fixed Annuities, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Asset Managment, Series 65, 401k, Long-term Care, Series 6, Long Term Care Insurance, Risk Management, Financial Services, Securities, Asset Management, Investment Strategies, IRAs, Portfolio Management, Life Insurance, Strategy, Insurance, Alternative Investments
Education
United States Military Academy at West Point 1984 — 1988
B.S., Economics
Bishop Hartley High School 1980 — 1984
Jerry Blair Jerry Blair's New York Life Experience August 2008 - November 2009
Job Director of Sales at Great American Roofing Company
Industry Construction
Experience
Great American Roofing Company February 2013 - Present
The Blair Agency August 2009 - Present
St Louis Church, Owensville, OH 2009 - Present
Mr. Roof August 2011 - February 2013
New York Life August 2008 - November 2009
Aviation Supplies and Academics October 2005 - January 2007
Sporty's Pilot Shop August 1987 - September 2004
Skills
Advertising, Insurance, Small Business, Marketing, Retirement Planning, Management, Life Insurance, Sales, Investments, Customer Service, Strategic Planning, Business Development, Business Planning, Team Building, Disability Insurance
Education
University of Cincinnati 1987 — 1989
Western Brown 1983 — 1986
Great American Roofing Company February 2013 - Present
The Blair Agency August 2009 - Present
St Louis Church, Owensville, OH 2009 - Present
Mr. Roof August 2011 - February 2013
New York Life August 2008 - November 2009
Aviation Supplies and Academics October 2005 - January 2007
Sporty's Pilot Shop August 1987 - September 2004
Skills
Advertising, Insurance, Small Business, Marketing, Retirement Planning, Management, Life Insurance, Sales, Investments, Customer Service, Strategic Planning, Business Development, Business Planning, Team Building, Disability Insurance
Education
University of Cincinnati 1987 — 1989
Western Brown 1983 — 1986
Judy Weber, CLTC, LUTCF's New York Life Experience July 2000 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life July 2000 - Present
Ace Perma-Glaze June 2007 - November 2012
Carondelet Health Network April 1990 - July 2000
Skills
annuities, health insurance, life insurance, disability insurance, long term care insurance, Mutual Funds, 401k Rollovers, Strategic Financial..., Long-term Care, Fixed Annuities, Estate Planning, Retirement Planning, Investments, Small Business, Health Insurance, Mortgage Lending, 401k, Whole Life, Customer Service, Financial Services, Financial Advisory, IRAs, Series 7, Series 6, Long Term Care Insurance, Series 63, Retirement, Term Life Insurance, Life Insurance
Education
The University of Kansas
MSW, social work
New York Life July 2000 - Present
Ace Perma-Glaze June 2007 - November 2012
Carondelet Health Network April 1990 - July 2000
Skills
annuities, health insurance, life insurance, disability insurance, long term care insurance, Mutual Funds, 401k Rollovers, Strategic Financial..., Long-term Care, Fixed Annuities, Estate Planning, Retirement Planning, Investments, Small Business, Health Insurance, Mortgage Lending, 401k, Whole Life, Customer Service, Financial Services, Financial Advisory, IRAs, Series 7, Series 6, Long Term Care Insurance, Series 63, Retirement, Term Life Insurance, Life Insurance
Education
The University of Kansas
MSW, social work
Tom Clare Tom Clare's New York Life Experience September 2007 - February 2012
Job In search of next adventure
Industry Marketing and Advertising
Experience
DST Systems April 2012 - June 2013
New York Life September 2007 - February 2012
Barkley November 2001 - February 2007
Bernstein-Rein Advertising 1996 - 2001
Skills
Over twenty years...
Education
University of Central Oklahoma 1981 — 1987
BA, Oral Communication
DST Systems April 2012 - June 2013
New York Life September 2007 - February 2012
Barkley November 2001 - February 2007
Bernstein-Rein Advertising 1996 - 2001
Skills
Over twenty years...
Education
University of Central Oklahoma 1981 — 1987
BA, Oral Communication
Karen Silverman Karen Silverman's New York Life Experience August 1988 - October 1990
Job Account Executive at NBC
Industry Broadcast Media
Experience
NBC April 2000 - Present
The Weather Channel May 1995 - April 1999
The Weather Channel February 1995 - May 1997
WLTW-FM August 1991 - February 1995
Fox October 1990 - August 1991
New York Life August 1988 - October 1990
Skills
Broadcast, Radio, Digital Media, Advertising Sales, Public Relations, Integrated Marketing, Media Planning, Television, New Media, Digital Marketing, Sponsorship, Digital Strategy, Advertising, Mobile Marketing, Media Buying
Education
University at Albany, SUNY 1984 — 1988
NBC April 2000 - Present
The Weather Channel May 1995 - April 1999
The Weather Channel February 1995 - May 1997
WLTW-FM August 1991 - February 1995
Fox October 1990 - August 1991
New York Life August 1988 - October 1990
Skills
Broadcast, Radio, Digital Media, Advertising Sales, Public Relations, Integrated Marketing, Media Planning, Television, New Media, Digital Marketing, Sponsorship, Digital Strategy, Advertising, Mobile Marketing, Media Buying
Education
University at Albany, SUNY 1984 — 1988
Charlie (Charles W.) Rawl's New York Life Experience January 1995 - September 1997
Job A Trusted Advisor for Investments, Life Insurance and Corporate Benefits
Industry Financial Services
Experience
Charles W. Rawl & Associates January 2013 - Present
Zenith Wealth Management, LLC December 2007 - December 2012
Stanford Group Company May 2005 - December 2007
UBS March 2001 - May 2005
Merrill Lynch September 1997 - March 2001
New York Life January 1995 - September 1997
Charles W. Rawl & Associates December 1989 - September 1997
Houston, Texas June 1981 - December 1989
Education
The University of Texas at Austin - Red McCombs School of Business 1977 — 1981
Bachelor of Business Administration, Finance
Westchester High School 1975 — 1977
Charles W. Rawl & Associates January 2013 - Present
Zenith Wealth Management, LLC December 2007 - December 2012
Stanford Group Company May 2005 - December 2007
UBS March 2001 - May 2005
Merrill Lynch September 1997 - March 2001
New York Life January 1995 - September 1997
Charles W. Rawl & Associates December 1989 - September 1997
Houston, Texas June 1981 - December 1989
Education
The University of Texas at Austin - Red McCombs School of Business 1977 — 1981
Bachelor of Business Administration, Finance
Westchester High School 1975 — 1977
Todd Kooi's New York Life Experience October 2008 - August 2009
Job Mortgage Banking Officer at BBVA Compass
Industry Real Estate
Experience
BBVA Compass January 2015 - Present
BBVA Compass August 2009 - January 2015
New York Life October 2008 - August 2009
U.S. Bank - Northern Colorado, Western Slope 2004 - 2008
Compass Bank, Loveland, Colorado August 2001 - August 2004
U.S. Bank - Denver & Littleton, Colorado August 1992 - December 1997
Skills
Mortgage Lending, Banking, Investments, Strategic Financial..., Small Business Lending, Finance, Wealth Management, Retirement Planning, Real Estate, Financial Services, Loans, Customer Service, Commercial Banking, Commercial Lending, Leadership, Financial Planning
Education
University of Colorado Boulder 1984 — 1988
B.A., Economics
Semester at Sea 1987 — 1987
BBVA Compass January 2015 - Present
BBVA Compass August 2009 - January 2015
New York Life October 2008 - August 2009
U.S. Bank - Northern Colorado, Western Slope 2004 - 2008
Compass Bank, Loveland, Colorado August 2001 - August 2004
U.S. Bank - Denver & Littleton, Colorado August 1992 - December 1997
Skills
Mortgage Lending, Banking, Investments, Strategic Financial..., Small Business Lending, Finance, Wealth Management, Retirement Planning, Real Estate, Financial Services, Loans, Customer Service, Commercial Banking, Commercial Lending, Leadership, Financial Planning
Education
University of Colorado Boulder 1984 — 1988
B.A., Economics
Semester at Sea 1987 — 1987
Lauren Cohen Lauren Cohen's New York Life Experience May 2007 - May 2008
Job Director, Integrated Campaign Management, NYLON Media
Industry Publishing
Experience
Nylon Magazine March 2015 - Present
Nylon Magazine December 2013 - March 2015
Meredith January 2012 - December 2013
Meredith February 2010 - December 2011
Meredith May 2008 - January 2010
New York Life May 2007 - May 2008
Maryland State Golf Association May 2006 - August 2006
Skills
Event Planning, Organization, Marketing, Management, Sales, Integrated Marketing, Event Management, Advertising, Marketing Communications, Social Media Marketing, Email Marketing, Digital Media, Digital Marketing, Digital Strategy, Online Advertising, Social Media
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelors Degree of Business Administration, Marketing
St. Andrew's Episcopal School - Jackson, MS
Nylon Magazine March 2015 - Present
Nylon Magazine December 2013 - March 2015
Meredith January 2012 - December 2013
Meredith February 2010 - December 2011
Meredith May 2008 - January 2010
New York Life May 2007 - May 2008
Maryland State Golf Association May 2006 - August 2006
Skills
Event Planning, Organization, Marketing, Management, Sales, Integrated Marketing, Event Management, Advertising, Marketing Communications, Social Media Marketing, Email Marketing, Digital Media, Digital Marketing, Digital Strategy, Online Advertising, Social Media
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelors Degree of Business Administration, Marketing
St. Andrew's Episcopal School - Jackson, MS
Samuel Kofi Ohene Kwakyeh's New York Life Experience June 2008 - September 2008
Job Fund Manager at Skyfield Corporation
Industry Financial Services
Experience
TRUE Vodka January 2014 - Present
Skyfield Corporation April 2013 - Present
The Distinguished Urban Society August 2011 - Present
PwC, Advisory Services June 2012 - April 2013
PwC, Transaction Services March 2012 - April 2013
PwC, Assurance January 2011 - April 2013
Booz & Company October 2009 - December 2010
Church of Pentecost October 2008 - October 2009
New York Life June 2008 - September 2008
University of Bridgeport 2003 - 2008
Skills
AML, Bank Secrecy Act, KYC, Due Diligence, Hedge Funds, Fund Of Funds, Private Equity, Foreign Exchange, FX trading, Financial Analysis, Auditing, Accounting, Analytics, Financial Reporting, Banking, Compliance, Financial Modeling, Valuation, Bloomberg, Investments, Financial Services, Securities, Derivatives, US GAAP, Risk Management, MetaTrader, Financial Statements, Analysis, General Ledger, Financial Audits, Internal Controls, Equities, Financial Risk, Asset Management, Corporate Finance, Internal Audit, Mutual Funds, GAAP, Sarbanes-Oxley Act, Financial Accounting, Finance
Education
University of Bridgeport 2003 — 2008
Bachlor of Science, Accounting, Finance, Mathematics
Teaneck High School
Teaneck High School
TRUE Vodka January 2014 - Present
Skyfield Corporation April 2013 - Present
The Distinguished Urban Society August 2011 - Present
PwC, Advisory Services June 2012 - April 2013
PwC, Transaction Services March 2012 - April 2013
PwC, Assurance January 2011 - April 2013
Booz & Company October 2009 - December 2010
Church of Pentecost October 2008 - October 2009
New York Life June 2008 - September 2008
University of Bridgeport 2003 - 2008
Skills
AML, Bank Secrecy Act, KYC, Due Diligence, Hedge Funds, Fund Of Funds, Private Equity, Foreign Exchange, FX trading, Financial Analysis, Auditing, Accounting, Analytics, Financial Reporting, Banking, Compliance, Financial Modeling, Valuation, Bloomberg, Investments, Financial Services, Securities, Derivatives, US GAAP, Risk Management, MetaTrader, Financial Statements, Analysis, General Ledger, Financial Audits, Internal Controls, Equities, Financial Risk, Asset Management, Corporate Finance, Internal Audit, Mutual Funds, GAAP, Sarbanes-Oxley Act, Financial Accounting, Finance
Education
University of Bridgeport 2003 — 2008
Bachlor of Science, Accounting, Finance, Mathematics
Teaneck High School
Teaneck High School
Sherri Gill's New York Life Experience August 2007 - June 2008
Job at Patriot Benefits Group
Industry Insurance
Experience
Patriot Benefits Group July 2008 - Present
MUSC 2000 - 2011
New York Life August 2007 - June 2008
Kmart Corporation 1983 - 1993
Skills
Public Speaking, Small Business, Fundraising, Employee Benefits, Customer Service, Medicare, Life Insurance, Health Insurance, Marketing, Team Building, Human Resources, Sales, Employee Training, Leadership, Insurance, Training, Disability Insurance, Strategic Planning, Office Management, Event Planning, Time Management, Nonprofits, Claim, Recruiting, Budgets, Public Relations, Leadership Development, Coaching, Community Outreach, Healthcare, Outlook, Social Media
Education
University of Colorado Colorado Springs 1978 — 1982
BA, Psychology and Sociology
Westmont Christain College 1980 — 1981
Patriot Benefits Group July 2008 - Present
MUSC 2000 - 2011
New York Life August 2007 - June 2008
Kmart Corporation 1983 - 1993
Skills
Public Speaking, Small Business, Fundraising, Employee Benefits, Customer Service, Medicare, Life Insurance, Health Insurance, Marketing, Team Building, Human Resources, Sales, Employee Training, Leadership, Insurance, Training, Disability Insurance, Strategic Planning, Office Management, Event Planning, Time Management, Nonprofits, Claim, Recruiting, Budgets, Public Relations, Leadership Development, Coaching, Community Outreach, Healthcare, Outlook, Social Media
Education
University of Colorado Colorado Springs 1978 — 1982
BA, Psychology and Sociology
Westmont Christain College 1980 — 1981
Holly Benedek Holly Benedek's New York Life Experience June 1998 - September 2000
Job Stay at home mom
Industry Apparel & Fashion
Experience
Lilo maternity October 2006 - Present
Mom September 2000 - October 2006
New York Life June 1998 - September 2000
Education
Thomas Edison State College
Computer Programming
Lilo maternity October 2006 - Present
Mom September 2000 - October 2006
New York Life June 1998 - September 2000
Education
Thomas Edison State College
Computer Programming
Kim Roach Kim Roach's New York Life Experience January 2005 - May 2006
Job Community Support Staff Manager at Community Options, Inc.
Industry Consumer Services
Experience
Community Options, Inc. April 2011 - Present
Univers Workplace Solutions September 2010 - Present
Vantage Point Bank & Financial Services December 2007 - February 2009
Merrill Lynch May 2006 - December 2007
New York Life January 2005 - May 2006
American Express Financial Advisors December 2003 - January 2005
Cendant Mortgage January 2001 - December 2003
Willis Honda January 2000 - January 2002
Education
Thomas Edison State College 2009 — 2010
BA, Liberal Studies
Rowan University, New Jersey (discontinued
Bachelor's
Brookdale Community College, New Jersey 1992 — 1994
AA, education
Community Options, Inc. April 2011 - Present
Univers Workplace Solutions September 2010 - Present
Vantage Point Bank & Financial Services December 2007 - February 2009
Merrill Lynch May 2006 - December 2007
New York Life January 2005 - May 2006
American Express Financial Advisors December 2003 - January 2005
Cendant Mortgage January 2001 - December 2003
Willis Honda January 2000 - January 2002
Education
Thomas Edison State College 2009 — 2010
BA, Liberal Studies
Rowan University, New Jersey (discontinued
Bachelor's
Brookdale Community College, New Jersey 1992 — 1994
AA, education
Carmen Gattuso's New York Life Experience August 2010 - December 2010
Job Senior Managing Director at Gattuso Consulting
Industry Utilities
Experience
Orlando Utilities Commission January 2015 - Present
First Data Corporation November 2013 - August 2014
Duke Energy Corporation June 2013 - October 2013
Walt Disney World November 2012 - May 2013
Express Scripts August 2012 - October 2012
Nevada Energy February 2012 - July 2012
Duke Energy Corporation July 2011 - February 2012
MSC Care Management March 2011 - July 2011
New York Life August 2010 - December 2010
USAA May 2010 - July 2010
Skills
Process Improvement, Six Sigma, Business Process..., Analysis, Business Analysis, Project Management, SDLC, Leadership, Change Management, Integration, Business Process, Business Process Design, Vendor Management, Project Portfolio..., Requirements Gathering, Business Intelligence, Requirements Analysis, PMO, Consulting, Cross-functional Team..., Visio, Process Engineering, Software Project..., IT Strategy, Program Management, Quality Assurance, Strategic Planning, Outsourcing, CRM, Team Leadership, Financial Analysis, Management Consulting, PMP, SharePoint, Resource Management, Strategy, Business Transformation, Enterprise Architecture, Stakeholder Management, Business Requirements, Smart Grid, Demand Response, Operational Excellence, Risk Management, Business Process..., IT Management, Utility Industry, Demand Forecasting
Education
University of Central Florida 1989 — 1991
BA, History
Orlando Utilities Commission January 2015 - Present
First Data Corporation November 2013 - August 2014
Duke Energy Corporation June 2013 - October 2013
Walt Disney World November 2012 - May 2013
Express Scripts August 2012 - October 2012
Nevada Energy February 2012 - July 2012
Duke Energy Corporation July 2011 - February 2012
MSC Care Management March 2011 - July 2011
New York Life August 2010 - December 2010
USAA May 2010 - July 2010
Skills
Process Improvement, Six Sigma, Business Process..., Analysis, Business Analysis, Project Management, SDLC, Leadership, Change Management, Integration, Business Process, Business Process Design, Vendor Management, Project Portfolio..., Requirements Gathering, Business Intelligence, Requirements Analysis, PMO, Consulting, Cross-functional Team..., Visio, Process Engineering, Software Project..., IT Strategy, Program Management, Quality Assurance, Strategic Planning, Outsourcing, CRM, Team Leadership, Financial Analysis, Management Consulting, PMP, SharePoint, Resource Management, Strategy, Business Transformation, Enterprise Architecture, Stakeholder Management, Business Requirements, Smart Grid, Demand Response, Operational Excellence, Risk Management, Business Process..., IT Management, Utility Industry, Demand Forecasting
Education
University of Central Florida 1989 — 1991
BA, History
Irene Farwell, LUTCF's New York Life Experience June 2000 - Present
Job Financial Services Professional at New York Life
Industry Insurance
Experience
New York Life June 2000 - Present
Ohio National Financial Services 2011 - 2013
Mass Mutual Insurance Co December 1988 - October 1997
Skills
Long Term Care, Estate Planning, Retirement Planning, Insurance, Small Business, Annuities, Disability Insurance, Retirement, Fixed Annuities, Long-term Care, Term Life Insurance, IRAs, Business Planning, Sales, Financial Planners, 401k, Strategic Financial..., Life Insurance, Mutual Funds, Investments, Financial Planning
Education
University of Florida 1961 — 1965
BSBA, Business/Marketing
New York Life June 2000 - Present
Ohio National Financial Services 2011 - 2013
Mass Mutual Insurance Co December 1988 - October 1997
Skills
Long Term Care, Estate Planning, Retirement Planning, Insurance, Small Business, Annuities, Disability Insurance, Retirement, Fixed Annuities, Long-term Care, Term Life Insurance, IRAs, Business Planning, Sales, Financial Planners, 401k, Strategic Financial..., Life Insurance, Mutual Funds, Investments, Financial Planning
Education
University of Florida 1961 — 1965
BSBA, Business/Marketing
Juan Field Juan Field's New York Life Experience October 1999 - January 2001
Job Managing Director, O.C. Tanner
Industry Management Consulting
Experience
O.C. Tanner March 2008 - Present
O.C. Tanner January 2001 - February 2008
O.C. Tanner January 2001 - January 2003
New York Life October 1999 - January 2001
LBS Brokerage LLC September 1996 - September 1999
Skills
Strategy Development, Employee Engagement, Employee Recognition, Onboarding, Team Motivator, Solution Selling, Marketing Communications, Incentive Schemes, Communications Strategy, Incentive Programs, Strategy, Strategic Planning, Organizational..., Management, Strategic Communications, Organizational..., Talent Management, Leadership, Leadership Development, Recruiting, Employee Relations, Training, Talent Acquisition, Human Resources, Business Development, CRM
Education
University of Central Florida - College of Business Administration 1995 — 1997
Marketing-, Management, and Finance
O.C. Tanner March 2008 - Present
O.C. Tanner January 2001 - February 2008
O.C. Tanner January 2001 - January 2003
New York Life October 1999 - January 2001
LBS Brokerage LLC September 1996 - September 1999
Skills
Strategy Development, Employee Engagement, Employee Recognition, Onboarding, Team Motivator, Solution Selling, Marketing Communications, Incentive Schemes, Communications Strategy, Incentive Programs, Strategy, Strategic Planning, Organizational..., Management, Strategic Communications, Organizational..., Talent Management, Leadership, Leadership Development, Recruiting, Employee Relations, Training, Talent Acquisition, Human Resources, Business Development, CRM
Education
University of Central Florida - College of Business Administration 1995 — 1997
Marketing-, Management, and Finance
Fran Armendariz Fran Armendariz's New York Life Experience 2006 - Present
Job Co Owner at Colorado Cleaning Professionals LLC
Industry Insurance
Experience
Colorado Cleaning Professionals LLC 2015 - Present
New York Life 2006 - Present
New York Life Insurance Co February 2004 - Present
Life Quotes, Inc. 2010 - 2010
Health Choice One 2007 - 2008
State of Colorado June 1997 - September 2004
Skills
Networking, Databases, Investments, Retirement Planning, Life Insurance, Retirement, Strategic Financial..., Disability Insurance, Insurance, Estate Planning, Mutual Funds, Small Business, Wealth Management, Financial Services, Financial Advisory, Employee Benefits, Finance, Financial Analysis, Leadership, Mortgage Lending
Education
University of Colorado Boulder 1998 — 2004
Colorado Cleaning Professionals LLC 2015 - Present
New York Life 2006 - Present
New York Life Insurance Co February 2004 - Present
Life Quotes, Inc. 2010 - 2010
Health Choice One 2007 - 2008
State of Colorado June 1997 - September 2004
Skills
Networking, Databases, Investments, Retirement Planning, Life Insurance, Retirement, Strategic Financial..., Disability Insurance, Insurance, Estate Planning, Mutual Funds, Small Business, Wealth Management, Financial Services, Financial Advisory, Employee Benefits, Finance, Financial Analysis, Leadership, Mortgage Lending
Education
University of Colorado Boulder 1998 — 2004
TODD HAMMER, RFC's New York Life Experience 2003 - 2005
Job Wealth and Risk Management
Industry Financial Services
Experience
HammerFinancial September 1988 - Present
Lincoln Financial Advisors January 2012 - December 2014
Lenox Advisors January 2009 - April 2010
AXA US September 2005 - December 2008
New York Life 2003 - 2005
MetLife 2000 - 2003
The MONY Group 1997 - 2000
The Paul Revere Insurance Group September 1988 - 1997
Skills
Wealth Management, Finance, Financial Advisory, Fixed Annuities, Insurance, Retirement, Risk Management, Securities, Small Business, Retirement Planning, Hedge Funds, Investments, Strategic Financial..., Employee Benefits, Wealth, Financial Planning
Education
Tulane University 1975 — 1979
BA
Source Academy 1971 — 1975
HS
Dwight
HammerFinancial September 1988 - Present
Lincoln Financial Advisors January 2012 - December 2014
Lenox Advisors January 2009 - April 2010
AXA US September 2005 - December 2008
New York Life 2003 - 2005
MetLife 2000 - 2003
The MONY Group 1997 - 2000
The Paul Revere Insurance Group September 1988 - 1997
Skills
Wealth Management, Finance, Financial Advisory, Fixed Annuities, Insurance, Retirement, Risk Management, Securities, Small Business, Retirement Planning, Hedge Funds, Investments, Strategic Financial..., Employee Benefits, Wealth, Financial Planning
Education
Tulane University 1975 — 1979
BA
Source Academy 1971 — 1975
HS
Dwight
Erica Fearn Erica Fearn's New York Life Experience September 2006 - February 2009
Job Executive Director at Association Resources
Industry Nonprofit Organization Management
Experience
Association Resources October 2014 - Present
Red Rock Boer Goats 2006 - Present
Accrete Group, LLC March 2009 - October 2014
New York Life September 2006 - February 2009
Connecticut Society of Association Executives 2003 - 2007
Connecticut Farm Bureau Association March 2001 - April 2006
American Farm Bureau Federation 1993 - 2001
Agway September 1986 - October 1993
Skills
Public Speaking, Strategic Planning, Insurance, Fundraising, Customer Service, Agriculture, Team Building, Grant Writing, Human Resources, Small Business, Nonprofits, Marketing, Leadership Development, Community Outreach, Budgets, Policy, Leadership, Volunteer Management, New Business Development, Government, Management, Public Relations, Negotiation
Education
University of Connecticut
BS, Agriculture
Association Resources October 2014 - Present
Red Rock Boer Goats 2006 - Present
Accrete Group, LLC March 2009 - October 2014
New York Life September 2006 - February 2009
Connecticut Society of Association Executives 2003 - 2007
Connecticut Farm Bureau Association March 2001 - April 2006
American Farm Bureau Federation 1993 - 2001
Agway September 1986 - October 1993
Skills
Public Speaking, Strategic Planning, Insurance, Fundraising, Customer Service, Agriculture, Team Building, Grant Writing, Human Resources, Small Business, Nonprofits, Marketing, Leadership Development, Community Outreach, Budgets, Policy, Leadership, Volunteer Management, New Business Development, Government, Management, Public Relations, Negotiation
Education
University of Connecticut
BS, Agriculture
Joe Loperfido Joe Loperfido's New York Life Experience AgentCountry Insurance & Financial ServicesOctober 2007 - November 2008
Job Financial Serveces Profesional at New York Life
Industry Financial Services
Experience
New York Life AgentCountry Insurance & Financial ServicesOctober 2007 - November 2008
Education
University of Alaska Anchorage 1991 — 1995
Criminal Justice
Chugiak High School 1987 — 1991
general
New York Life AgentCountry Insurance & Financial ServicesOctober 2007 - November 2008
Education
University of Alaska Anchorage 1991 — 1995
Criminal Justice
Chugiak High School 1987 — 1991
general
Shantala Thompson Shantala Thompson's New York Life Experience 2003 - 2005
Job Executive Administrator at Neumeier Consulting Inc
Industry Financial Services
Experience
Neumeier Consulting Inc 2007 - Present
New York Life 2003 - 2005
Education
Trinity University-Washington 1995 — 1999
Neumeier Consulting Inc 2007 - Present
New York Life 2003 - 2005
Education
Trinity University-Washington 1995 — 1999
Ben Meyer, CFP® Ben Meyer, CFP®'s New York Life Experience July 2007 - January 2009
Job Owner, Resilient Financial Strategies
Industry Financial Services
Experience
Resilient Financial Strategies January 2009 - Present
Calton Investments May 1998 - Present
New York Life July 2007 - January 2009
First Command Financial Planning June 2001 - June 2007
Education
University of Calgary
Commerce, Finance
Resilient Financial Strategies January 2009 - Present
Calton Investments May 1998 - Present
New York Life July 2007 - January 2009
First Command Financial Planning June 2001 - June 2007
Education
University of Calgary
Commerce, Finance
James C Nicoll's New York Life Experience November 1989 - April 2009
Job Broker/Owner at Nicoll Insurance & Financial Services
Industry Insurance
Experience
Nicoll Insurance & Financial Services November 1989 - Present
New York Life November 1989 - April 2009
Banking March 1987 - October 1989
Skills
Direct Marketing, Long Term Care Insurance, Research, Insurance, Real Estate, Health Insurance, Marketing, Small Business, Life Insurance, Fixed Annuities, Employee Benefits, Long-term Care, Customer Service, Coaching, Public Speaking, Property & Casualty..., Liability, Commercial Insurance, Homeowners, Nonprofits, Mutual Funds, IRAs, Critical Illness, Finance, Sales, Business, Medicare, Time Management, 401k, Budgets, Investments, Mortgage Lending, Underwriting, Workers Compensation, Retirement Planning, Strategic Financial..., Universal Life, Term Life Insurance, Team Building, Direct Sales, Brokers, Retirement, Estate Planning, Whole Life, Umbrella Insurance, Healthcare, Legal Liability, Disability Insurance, Selling, Account Management
Education
University of California, Santa Barbara 1976 — 1981
BA Communications
Poway High School, Poway, CA 1973 — 1976
College Prep
Nicoll Insurance & Financial Services November 1989 - Present
New York Life November 1989 - April 2009
Banking March 1987 - October 1989
Skills
Direct Marketing, Long Term Care Insurance, Research, Insurance, Real Estate, Health Insurance, Marketing, Small Business, Life Insurance, Fixed Annuities, Employee Benefits, Long-term Care, Customer Service, Coaching, Public Speaking, Property & Casualty..., Liability, Commercial Insurance, Homeowners, Nonprofits, Mutual Funds, IRAs, Critical Illness, Finance, Sales, Business, Medicare, Time Management, 401k, Budgets, Investments, Mortgage Lending, Underwriting, Workers Compensation, Retirement Planning, Strategic Financial..., Universal Life, Term Life Insurance, Team Building, Direct Sales, Brokers, Retirement, Estate Planning, Whole Life, Umbrella Insurance, Healthcare, Legal Liability, Disability Insurance, Selling, Account Management
Education
University of California, Santa Barbara 1976 — 1981
BA Communications
Poway High School, Poway, CA 1973 — 1976
College Prep
Oscar Otero's New York Life Experience February 2013 - January 2015
Job ★Solutions Provider for Small Business★ Retirement & Family Protection★★ Financial Services Professional★★
Industry Insurance
Experience
☛SECURE LIFE FINANCIAL☚ January 2015 - Present
New York Life February 2013 - January 2015
AFLAC April 2012 - March 2013
LANFIX LLC. 2005 - 2012
USA MORTGAGE INVESTORS CORP. October 2005 - October 2007
ITSC, C.A. August 2002 - April 2004
ENTRUST SECURITY October 2000 - July 2002
CYGNUS INTEGRADORES DE SISTEMAS, C.A. May 1996 - September 2000
LANFIX SERVICIOS, C.A. 1986 - 1995
DIGIMATICA,C.A., SUMMA SISTEMAS C.A. January 1986 - October 1986
Skills
Sales, Sales Management, Financial Planning, Index Universal Life, Life Insurance, Term Life Insurance, Universal Life, Fixed Annuities, Indexed Annuities, Disability Insurance, Long Term Care Insurance, Voluntary Employee..., Management, Business Development, Networking, Account Management, Sales Operations, Customer Service, Marketing, Insurance, Telecommunications, Business Planning, Direct Sales, New Business Development, Leadership, Team Management, Solution Selling, Computer Hardware, Selling, CRM, Finance, Internet Services, Social Media Marketing, Sales Process, B2B, Software Sales, Customer Relations, Software Industry, Security, Blogs, Strategic Planning, Wordpress, Thesis and..., Blogging, Wordpress Security, Social Media Blogging, Social Media Management
Education
Universidad Nacional de Colombia 1969 — 1975
Electrical Engineer, Power Distribution
La Salle San Cristobal, Venezuela 1962 — 1967
High School, High School/Secondary Diplomas and Certificates
☛SECURE LIFE FINANCIAL☚ January 2015 - Present
New York Life February 2013 - January 2015
AFLAC April 2012 - March 2013
LANFIX LLC. 2005 - 2012
USA MORTGAGE INVESTORS CORP. October 2005 - October 2007
ITSC, C.A. August 2002 - April 2004
ENTRUST SECURITY October 2000 - July 2002
CYGNUS INTEGRADORES DE SISTEMAS, C.A. May 1996 - September 2000
LANFIX SERVICIOS, C.A. 1986 - 1995
DIGIMATICA,C.A., SUMMA SISTEMAS C.A. January 1986 - October 1986
Skills
Sales, Sales Management, Financial Planning, Index Universal Life, Life Insurance, Term Life Insurance, Universal Life, Fixed Annuities, Indexed Annuities, Disability Insurance, Long Term Care Insurance, Voluntary Employee..., Management, Business Development, Networking, Account Management, Sales Operations, Customer Service, Marketing, Insurance, Telecommunications, Business Planning, Direct Sales, New Business Development, Leadership, Team Management, Solution Selling, Computer Hardware, Selling, CRM, Finance, Internet Services, Social Media Marketing, Sales Process, B2B, Software Sales, Customer Relations, Software Industry, Security, Blogs, Strategic Planning, Wordpress, Thesis and..., Blogging, Wordpress Security, Social Media Blogging, Social Media Management
Education
Universidad Nacional de Colombia 1969 — 1975
Electrical Engineer, Power Distribution
La Salle San Cristobal, Venezuela 1962 — 1967
High School, High School/Secondary Diplomas and Certificates
Sarah Roughan Sarah Roughan's New York Life Experience September 2013 - May 2015
Job Communications Planner at New York Life
Industry Consumer Goods
Experience
New York Life Insurance Company May 2015 - Present
New York Life September 2013 - May 2015
PepsiCo March 2011 - September 2013
PepsiCo March 2007 - March 2011
Yaeger Public Relations July 2006 - March 2007
New York State Assembly July 2004 - July 2006
Skills
Strategic Communications, Media Relations, Internal Communications, Press Releases, Strategy, Public Relations, Program Management, Corporate Communications
Education
University at Albany, SUNY 1999 — 2003
Bachelor of Arts, English and Communication
University at Albany, SUNY 1999 — 2003
English and Communications
New York Life Insurance Company May 2015 - Present
New York Life September 2013 - May 2015
PepsiCo March 2011 - September 2013
PepsiCo March 2007 - March 2011
Yaeger Public Relations July 2006 - March 2007
New York State Assembly July 2004 - July 2006
Skills
Strategic Communications, Media Relations, Internal Communications, Press Releases, Strategy, Public Relations, Program Management, Corporate Communications
Education
University at Albany, SUNY 1999 — 2003
Bachelor of Arts, English and Communication
University at Albany, SUNY 1999 — 2003
English and Communications
Cindy Eastman's New York Life Experience October 2006 - October 2007
Job Manager at Independent Associate PrePaid Legal Services Inc. & Identity Theft Shield
Industry Government Administration
Experience
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield August 2014 - Present
State of Idaho June 2010 - July 2014
Valic March 2008 - May 2009
New York Life October 2006 - October 2007
MetLife Resources January 1996 - January 2005
Skills
Financial Advisory, Trainer, Long Term Care, Retirement Planning, Retirement, Annuities, IRA's, Asset Allocation, Mutual Funds, Public Speaking, Public Relations, Fixed Annuities, Investments, IRAs, Customer Service, Estate Planning, Finance, Insurance, Leadership, Long-term Care, Strategic Financial..., Team Building, Training
Education
University of Hawaii at Manoa
Professional Diploma, Secondary Education
University of Hawaii at Manoa
Bachelor of Arts, Liberal Studies, (English & Communications)
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield August 2014 - Present
State of Idaho June 2010 - July 2014
Valic March 2008 - May 2009
New York Life October 2006 - October 2007
MetLife Resources January 1996 - January 2005
Skills
Financial Advisory, Trainer, Long Term Care, Retirement Planning, Retirement, Annuities, IRA's, Asset Allocation, Mutual Funds, Public Speaking, Public Relations, Fixed Annuities, Investments, IRAs, Customer Service, Estate Planning, Finance, Insurance, Leadership, Long-term Care, Strategic Financial..., Team Building, Training
Education
University of Hawaii at Manoa
Professional Diploma, Secondary Education
University of Hawaii at Manoa
Bachelor of Arts, Liberal Studies, (English & Communications)
Eugene Oh's New York Life Experience May 2003 - May 2004
Job Co Founder & Director of Business Development at Grrithm
Industry Management Consulting
Experience
Grr-ithm April 2015 - Present
Brightside Power August 2012 - April 2015
Mr. Brightside & Associates March 2010 - April 2015
Wilshire Associates June 2005 - August 2009
RAYTHEON - FINANCE DIVISION June 2004 - September 2004
NEW YORK LIFE May 2003 - May 2004
Skills
Finance, Management Consulting, Start-ups, Project Management, Management, Entrepreneurship, Sales Management, Marketing, Marketing Strategy, SaaS, Sales, Asset Management, Portfolio Management, Competitive Analysis, Investments, Strategy, Analysis, Mergers & Acquisitions, Consulting, Banking, Business Development, Training, Business Strategy, Financial Analysis
Education
UCLA 2001 — 2004
B.A, Economics
University of California, Los Angeles 2000 — 2004
BA, Economics
Grr-ithm April 2015 - Present
Brightside Power August 2012 - April 2015
Mr. Brightside & Associates March 2010 - April 2015
Wilshire Associates June 2005 - August 2009
RAYTHEON - FINANCE DIVISION June 2004 - September 2004
NEW YORK LIFE May 2003 - May 2004
Skills
Finance, Management Consulting, Start-ups, Project Management, Management, Entrepreneurship, Sales Management, Marketing, Marketing Strategy, SaaS, Sales, Asset Management, Portfolio Management, Competitive Analysis, Investments, Strategy, Analysis, Mergers & Acquisitions, Consulting, Banking, Business Development, Training, Business Strategy, Financial Analysis
Education
UCLA 2001 — 2004
B.A, Economics
University of California, Los Angeles 2000 — 2004
BA, Economics
Annette Damey Annette Damey's New York Life Experience December 2005 - 2007
Job Business and Training Consultant and Volunteer Providing Expertise to Companies and Groups
Industry Education Management
Experience
Self Employed Contractor March 2014 - Present
Everest University Online September 2008 - September 2013
WellCare Health Plans 2007 - September 2008
New York Life December 2005 - 2007
Int'l Ass'n of Food Industry Suppliers (IAFIS) 1999 - 2005
Chubb Insurance December 1992 - April 1999
Progressive Insurance 1986 - 1991
Skills
Strategic Planning, Team Building, Call Center, Process Improvement, Insurance, Customer Service, Call Centers, Management, Operations Management, Project Management, Team Leadership, Marketing, Training, Budgets, Customer Satisfaction, Strategy, Program Management, Marketing Strategy, Sales Operations, Project Planning, Leadership Development, Customer Retention
Education
University of Tampa - John H. Sykes College of Business 1992 — 1997
MBA, Business
Buffalo State College
M.S., Education
Self Employed Contractor March 2014 - Present
Everest University Online September 2008 - September 2013
WellCare Health Plans 2007 - September 2008
New York Life December 2005 - 2007
Int'l Ass'n of Food Industry Suppliers (IAFIS) 1999 - 2005
Chubb Insurance December 1992 - April 1999
Progressive Insurance 1986 - 1991
Skills
Strategic Planning, Team Building, Call Center, Process Improvement, Insurance, Customer Service, Call Centers, Management, Operations Management, Project Management, Team Leadership, Marketing, Training, Budgets, Customer Satisfaction, Strategy, Program Management, Marketing Strategy, Sales Operations, Project Planning, Leadership Development, Customer Retention
Education
University of Tampa - John H. Sykes College of Business 1992 — 1997
MBA, Business
Buffalo State College
M.S., Education
Lauren Huang's New York Life Experience July 2011 - October 2011
Job Sales Operations Analyst at Elastic
Industry Financial Services
Experience
JumpstartMD July 2014 - February 2015
UnitedHealth Group January 2012 - July 2014
Bank of America October 2011 - January 2012
New York Life July 2011 - October 2011
UC Irvine Student Center & Event Services September 2008 - September 2011
THINK Together March 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Outlook, Research, Event Planning, Public Speaking, OS X, Data Entry, Management, Accounting, Time Management, Access, Sales, Analysis, Budgets, Customer Satisfaction, Healthcare
Education
University of California, Irvine 2007 — 2011
B.S., Applied Mathematics
Alameda High School 2003 — 2007
General Education
UC Berkeley Extension
Management Sciences and Quantitative Methods, A
JumpstartMD July 2014 - February 2015
UnitedHealth Group January 2012 - July 2014
Bank of America October 2011 - January 2012
New York Life July 2011 - October 2011
UC Irvine Student Center & Event Services September 2008 - September 2011
THINK Together March 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Outlook, Research, Event Planning, Public Speaking, OS X, Data Entry, Management, Accounting, Time Management, Access, Sales, Analysis, Budgets, Customer Satisfaction, Healthcare
Education
University of California, Irvine 2007 — 2011
B.S., Applied Mathematics
Alameda High School 2003 — 2007
General Education
UC Berkeley Extension
Management Sciences and Quantitative Methods, A
Kathy (Brown) Moritz, LTCP, LUTCF's New York Life Experience November 2001 - August 2015
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
New York Life November 2001 - August 2015
Skills
Insurance, Leadership, Selling, Disability Insurance, Retirement, Business Development, Small Business, Employee Benefits, Estate Planning, Marketing, Long Term Care Insurance, Life Insurance, Investments, Analysis, Marketing Strategy, Health Insurance, Business, Retirement Planning, Sales, Financial Analysis, Business Strategy, Management, New Business Development, Training, Strategic Planning, Fixed Annuities, Mutual Funds, Mortgage Lending, Long-term Care, Financial Planners, Strategic Financial..., 401k, Term Life Insurance, IRAs, Wealth Accumulation, 401k Rollovers, Financial Planning
Education
The American College 2005 — 2007
LUTCF, Finance & Insurance
University of California, Los Angeles 1991 — 1997
BS, Political Science
New York Life Insurance Company August 2015 - Present
New York Life November 2001 - August 2015
Skills
Insurance, Leadership, Selling, Disability Insurance, Retirement, Business Development, Small Business, Employee Benefits, Estate Planning, Marketing, Long Term Care Insurance, Life Insurance, Investments, Analysis, Marketing Strategy, Health Insurance, Business, Retirement Planning, Sales, Financial Analysis, Business Strategy, Management, New Business Development, Training, Strategic Planning, Fixed Annuities, Mutual Funds, Mortgage Lending, Long-term Care, Financial Planners, Strategic Financial..., 401k, Term Life Insurance, IRAs, Wealth Accumulation, 401k Rollovers, Financial Planning
Education
The American College 2005 — 2007
LUTCF, Finance & Insurance
University of California, Los Angeles 1991 — 1997
BS, Political Science
Bree Sullivan Bree Sullivan's New York Life Experience June 2008 - August 2008
Job Senior Producer at Code and Theory
Industry Financial Services
Experience
Code and Theory March 2015 - Present
Code and Theory March 2014 - March 2015
Code and Theory March 2013 - March 2014
IntercontinentalExchange, Inc. April 2012 - March 2013
Infotrieve June 2010 - April 2012
Glencore June 2009 - August 2009
New York Life June 2008 - August 2008
Skills
Project Management, Client Relations, Web Project Management, Sales, Management, Analysis, Salesforce.com, Microsoft Office, Financial Analysis, Market Research, Marketing, Strategy, Finance, New Business Development, Strategic Planning, Business Strategy, Microsoft Excel, PowerPoint, Account Management, Team Leadership, Digital Marketing, Marketing Strategy, Business Development, Digital Media, Digital Strategy, Data Analysis, Social Media, Microsoft Word
Education
Tufts University 2006 — 2010
B.A., International Relations- Trade and Economics
Pingree School
Code and Theory March 2015 - Present
Code and Theory March 2014 - March 2015
Code and Theory March 2013 - March 2014
IntercontinentalExchange, Inc. April 2012 - March 2013
Infotrieve June 2010 - April 2012
Glencore June 2009 - August 2009
New York Life June 2008 - August 2008
Skills
Project Management, Client Relations, Web Project Management, Sales, Management, Analysis, Salesforce.com, Microsoft Office, Financial Analysis, Market Research, Marketing, Strategy, Finance, New Business Development, Strategic Planning, Business Strategy, Microsoft Excel, PowerPoint, Account Management, Team Leadership, Digital Marketing, Marketing Strategy, Business Development, Digital Media, Digital Strategy, Data Analysis, Social Media, Microsoft Word
Education
Tufts University 2006 — 2010
B.A., International Relations- Trade and Economics
Pingree School
Justin Vavuris's New York Life Experience 2007 - 2009
Job Log Management and Analytics (Bay Area) at Sumo Logic
Industry Information Technology and Services
Experience
Sumo Logic March 2015 - Present
SurveyMonkey January 2014 - December 2014
Box January 2012 - December 2013
EMC October 2009 - January 2012
Big Kid Sports 2008 - 2010
New York Life 2007 - 2009
Palo Alto Little League (PALL) 2007 - 2009
Panfame July 2006 - January 2007
Skills
SaaS, Analytics, EMC Storage, Enterprise Software, Salesforce.com, Strategic Planning, Microsoft Excel, Microsoft Office, Qualifying Prospects, Product Marketing, Marketing, Technical Recruiting, Start-ups, Customer Acquisition, Direct Sales, Software Industry, Strategic Partnerships, Go-to-market Strategy, Social Media, Virtualization, Cross-functional Team..., Channel Partners, New Business Development, Partner Management, Relationship Management, Sales, Business Intelligence, Mobile Devices, Data Domain, CRM, Sales Management, Finance, Managed Services, Disaster Recovery, Management, B2B, Channel, Sales Presentations, Cold Calling, Project Management, Product Management, Data Center, Networking, Cloud Computing, Lead Generation, Professional Services, Consulting, Sales Operations, Demand Generation, Business Development
Education
University of California, Davis 2002 — 2006
Organizational Studies and Communication
Palo Alto High School 1999 — 2002
Sumo Logic March 2015 - Present
SurveyMonkey January 2014 - December 2014
Box January 2012 - December 2013
EMC October 2009 - January 2012
Big Kid Sports 2008 - 2010
New York Life 2007 - 2009
Palo Alto Little League (PALL) 2007 - 2009
Panfame July 2006 - January 2007
Skills
SaaS, Analytics, EMC Storage, Enterprise Software, Salesforce.com, Strategic Planning, Microsoft Excel, Microsoft Office, Qualifying Prospects, Product Marketing, Marketing, Technical Recruiting, Start-ups, Customer Acquisition, Direct Sales, Software Industry, Strategic Partnerships, Go-to-market Strategy, Social Media, Virtualization, Cross-functional Team..., Channel Partners, New Business Development, Partner Management, Relationship Management, Sales, Business Intelligence, Mobile Devices, Data Domain, CRM, Sales Management, Finance, Managed Services, Disaster Recovery, Management, B2B, Channel, Sales Presentations, Cold Calling, Project Management, Product Management, Data Center, Networking, Cloud Computing, Lead Generation, Professional Services, Consulting, Sales Operations, Demand Generation, Business Development
Education
University of California, Davis 2002 — 2006
Organizational Studies and Communication
Palo Alto High School 1999 — 2002
Brent Danberg Brent Danberg's New York Life Experience June 2010 - May 2011
Job Marquis of Commerce at ShortStack.com
Industry Computer Software
Experience
ShortStack.com April 2015 - Present
Prime Memorysolution Inc. January 2012 - December 2014
New York Life June 2010 - May 2011
Mark Systems, Inc. April 2008 - July 2010
Skills
Insurance, Licensing, Long Term Care, Annuities, Disability Insurance, CRM software, Flash Memory, Sales Management, Inside Sales, Sales Process, Sales Operations, Direct Sales, Business Management, New Business Development, Small Business, Enterprise Software, Financial Management, Fundraising, Fixed Annuities, Long-term Care, Business Development, Marketing, Management, Marketing Strategy, Sales, Social Networking, CRM, Account Management, Customer Service, Business Strategy, Managerial Finance, Leadership, Entrepreneurship, Business Planning
Education
University of Nevada-Reno 2015 — 2019
Computer Science and Engineering
Truckee Meadows Community College 2014 — 2016
Associates of Science
ShortStack.com April 2015 - Present
Prime Memorysolution Inc. January 2012 - December 2014
New York Life June 2010 - May 2011
Mark Systems, Inc. April 2008 - July 2010
Skills
Insurance, Licensing, Long Term Care, Annuities, Disability Insurance, CRM software, Flash Memory, Sales Management, Inside Sales, Sales Process, Sales Operations, Direct Sales, Business Management, New Business Development, Small Business, Enterprise Software, Financial Management, Fundraising, Fixed Annuities, Long-term Care, Business Development, Marketing, Management, Marketing Strategy, Sales, Social Networking, CRM, Account Management, Customer Service, Business Strategy, Managerial Finance, Leadership, Entrepreneurship, Business Planning
Education
University of Nevada-Reno 2015 — 2019
Computer Science and Engineering
Truckee Meadows Community College 2014 — 2016
Associates of Science
Jeffrey Lott, LUTCF, MDRT Jeffrey Lott, LUTCF, MDRT's New York Life Experience March 2008 - June 2014
Job Financial Services Representative at Metlife Premier Client Group of the Carolinas
Industry Financial Services
Experience
Metlife Premier Client Group of the Carolinas, an office of MetLife September 2014 - Present
New York Life March 2008 - June 2014
Abbott Diagnostics July 1986 - January 2008
Skills
Retirement, Fixed Annuities, Insurance, Life Insurance, Investments, Securities, Retirement Planning, Small Business, Mutual Funds, 401k Rollovers, Annuity Sales, Asset Protection, Licensed Life Insurance..., Protection..., Succession Planning, Gifting Strategies, Key Person Protection, Multi-generational..., Estate Conservation..., Wealth Preservation..., Leadership, Sales, Financial Services
Education
U.S. Military Academy, West Point, NY 1975 — 1979
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
United States Military Academy at West Point 1975 — 1979
BS, Mechanical Engineering
Metlife Premier Client Group of the Carolinas, an office of MetLife September 2014 - Present
New York Life March 2008 - June 2014
Abbott Diagnostics July 1986 - January 2008
Skills
Retirement, Fixed Annuities, Insurance, Life Insurance, Investments, Securities, Retirement Planning, Small Business, Mutual Funds, 401k Rollovers, Annuity Sales, Asset Protection, Licensed Life Insurance..., Protection..., Succession Planning, Gifting Strategies, Key Person Protection, Multi-generational..., Estate Conservation..., Wealth Preservation..., Leadership, Sales, Financial Services
Education
U.S. Military Academy, West Point, NY 1975 — 1979
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
United States Military Academy at West Point 1975 — 1979
BS, Mechanical Engineering
Natalia Flores Natalia Flores's New York Life Experience June 1997 - December 1999
Job Marketing Manager
Industry
Experience
FirstLight Federal Credit Union January 2014 - Present
FirstLight Federal Credit Union August 2006 - December 2013
Wells Fargo January 2004 - August 2006
DATAMARK, Inc. June 2002 - January 2004
Mediacopy/Infodisc Technologies Inc. August 2000 - June 2002
New York Life June 1997 - December 1999
Skills
Sales Management, Sales Operations, Public Relations, Strategic Public..., Journalism, Copywriting, High Analytical Skills, Brand Development, Brand Management, Brand Awareness, Advertising, Online Marketing, Online Advertising, Industry Research, Campaign Targeting, Social Media Marketing, Social Networking, Social Skills, Strategic Planning, Marketing Event Planning, Integrated Marketing..., Project Management, Media Planning, Analytical Skills, Goal Oriented, Product Development, Marketing, Social Media, Management, Marketing Strategy, Sales
Education
The University of Texas at El Paso
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
The University of Texas at El Paso
Master's Degree, MBA/Marketing & MA/Communications
University of Paris I: Panthéon-Sorbonne
French Studies
University of Phoenix
Master of Business Administration (MBA), Masters of Business Administration MBA
FirstLight Federal Credit Union January 2014 - Present
FirstLight Federal Credit Union August 2006 - December 2013
Wells Fargo January 2004 - August 2006
DATAMARK, Inc. June 2002 - January 2004
Mediacopy/Infodisc Technologies Inc. August 2000 - June 2002
New York Life June 1997 - December 1999
Skills
Sales Management, Sales Operations, Public Relations, Strategic Public..., Journalism, Copywriting, High Analytical Skills, Brand Development, Brand Management, Brand Awareness, Advertising, Online Marketing, Online Advertising, Industry Research, Campaign Targeting, Social Media Marketing, Social Networking, Social Skills, Strategic Planning, Marketing Event Planning, Integrated Marketing..., Project Management, Media Planning, Analytical Skills, Goal Oriented, Product Development, Marketing, Social Media, Management, Marketing Strategy, Sales
Education
The University of Texas at El Paso
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
The University of Texas at El Paso
Master's Degree, MBA/Marketing & MA/Communications
University of Paris I: Panthéon-Sorbonne
French Studies
University of Phoenix
Master of Business Administration (MBA), Masters of Business Administration MBA
Steve Peszek Steve Peszek's New York Life Experience March 2002 - September 2008
Job Senior Healthcare Associate at Buffett Senior Healthcare Corp.
Industry Insurance
Experience
Buffett Senior Healthcare Corp. February 2013 - Present
EBSCO September 2008 - January 2013
New York Life March 2002 - September 2008
Skills
Account Management, Cold Calling, Lead Generation, B2B, Sales, Sales Presentations, New Business Development, Sales Process, Sales Management, Direct Sales, Marketing Strategy, Marketing, Marketing Communications, Advertising, Selling, Market Research, Key Account Management
Education
University of Illinois at Chicago 1990 — 1995
Bachelor of Science, Marketing/Management
University of Illinois at Chicago
Buffett Senior Healthcare Corp. February 2013 - Present
EBSCO September 2008 - January 2013
New York Life March 2002 - September 2008
Skills
Account Management, Cold Calling, Lead Generation, B2B, Sales, Sales Presentations, New Business Development, Sales Process, Sales Management, Direct Sales, Marketing Strategy, Marketing, Marketing Communications, Advertising, Selling, Market Research, Key Account Management
Education
University of Illinois at Chicago 1990 — 1995
Bachelor of Science, Marketing/Management
University of Illinois at Chicago
Charles DeFelice Charles DeFelice's New York Life Experience March 2005 - January 2006
Job CEO
Industry Marketing and Advertising
Experience
AZ Sun Company February 2015 - Present
Vidya Concepts October 2013 - October 2014
First Data Corporation June 2010 - October 2013
Fortune 5, Inc. January 2009 - April 2010
Verizon Wireless January 2006 - September 2008
New York Life March 2005 - January 2006
Skills
Sales Operations, Selling, Sales, Leadership, Direct Sales, Sales Management, Team Building, Customer Service, Recruiting, Direct Marketing, Marketing, Account Management, Management, Training, Strategic Planning, CRM, Customer Satisfaction, Marketing Communications, Market Research, Social Media Marketing, Retail, Cold Calling, B2B, New Business Development, Salesforce.com, Business Development, Lead Generation, Marketing Strategy, Strategic Partnerships, Leadership Development, Driving Results, Start-ups, Growth Strategies, Profitable Growth, Driving Growth, Forecasting, P&L Management, Product Marketing, Contract Negotiation, Cross-functional Team..., Business Planning
Education
Western International University 2005 — 2007
Business Management
University of Arizona 2002 — 2004
Business Administration and Management, General
AZ Sun Company February 2015 - Present
Vidya Concepts October 2013 - October 2014
First Data Corporation June 2010 - October 2013
Fortune 5, Inc. January 2009 - April 2010
Verizon Wireless January 2006 - September 2008
New York Life March 2005 - January 2006
Skills
Sales Operations, Selling, Sales, Leadership, Direct Sales, Sales Management, Team Building, Customer Service, Recruiting, Direct Marketing, Marketing, Account Management, Management, Training, Strategic Planning, CRM, Customer Satisfaction, Marketing Communications, Market Research, Social Media Marketing, Retail, Cold Calling, B2B, New Business Development, Salesforce.com, Business Development, Lead Generation, Marketing Strategy, Strategic Partnerships, Leadership Development, Driving Results, Start-ups, Growth Strategies, Profitable Growth, Driving Growth, Forecasting, P&L Management, Product Marketing, Contract Negotiation, Cross-functional Team..., Business Planning
Education
Western International University 2005 — 2007
Business Management
University of Arizona 2002 — 2004
Business Administration and Management, General
Gina Allen Gina Allen's New York Life Experience June 2009 - Present
Job Corporate Vice President at New York Life
Industry Insurance
Experience
New York Life June 2009 - Present
Skills
Series 24, Series 7, Customer Service, FINRA, Financial Services, Fixed Annuities, IRAs, Insurance, Leadership, Investments, Life Insurance, Mutual Funds, Securities
Education
State University of New York at Albany
Bachelor of Arts (BA), Art History
New York Life June 2009 - Present
Skills
Series 24, Series 7, Customer Service, FINRA, Financial Services, Fixed Annuities, IRAs, Insurance, Leadership, Investments, Life Insurance, Mutual Funds, Securities
Education
State University of New York at Albany
Bachelor of Arts (BA), Art History
Natan Reddy's New York Life Experience January 2012 - September 2012
Job Associate, Business Valuation at Andersen Tax
Industry Financial Services
Experience
Andersen Tax (formerly WTAS LLC) August 2014 - Present
Venture Strategy Solutions September 2013 - May 2014
Andersen Tax (formerly WTAS LLC) June 2013 - November 2013
Associated Students of the University of California August 2012 - May 2013
New York Life January 2012 - September 2012
Haas School of Business September 2011 - December 2011
Barnes & Conti Associates June 2011 - August 2011
Stanford University-Stanford Institute for Quantitative Study of Society 2009 - 2010
Skills
Financial Modeling, SPSS, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Fundraising, Mac, Market Research, PC, Excel, Adobe Acrobat, Socialware, R programming language, RMS, e-relationship, Philanthropy, Bloomberg, Capital IQ, comps, Business Strategy, Industry Research, Analysis
Education
University of California, Berkeley 2010 — 2014
BA
Institut Catholique de Paris 2013 — 2013
CEA Paris France 2013 — 2013
Henry M. Gunn High School - Palo Alto, CA 2006 — 2010
diploma
Andersen Tax (formerly WTAS LLC) August 2014 - Present
Venture Strategy Solutions September 2013 - May 2014
Andersen Tax (formerly WTAS LLC) June 2013 - November 2013
Associated Students of the University of California August 2012 - May 2013
New York Life January 2012 - September 2012
Haas School of Business September 2011 - December 2011
Barnes & Conti Associates June 2011 - August 2011
Stanford University-Stanford Institute for Quantitative Study of Society 2009 - 2010
Skills
Financial Modeling, SPSS, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Fundraising, Mac, Market Research, PC, Excel, Adobe Acrobat, Socialware, R programming language, RMS, e-relationship, Philanthropy, Bloomberg, Capital IQ, comps, Business Strategy, Industry Research, Analysis
Education
University of California, Berkeley 2010 — 2014
BA
Institut Catholique de Paris 2013 — 2013
CEA Paris France 2013 — 2013
Henry M. Gunn High School - Palo Alto, CA 2006 — 2010
diploma
Nathaniel Danforth Nathaniel Danforth's New York Life Experience March 2010 - April 2013
Job Personal Financial Associate
Industry Financial Services
Experience
First Niagara Bank May 2013 - Present
New York Life March 2010 - April 2013
ESPN July 2009 - April 2010
Education
University of Connecticut
First Niagara Bank May 2013 - Present
New York Life March 2010 - April 2013
ESPN July 2009 - April 2010
Education
University of Connecticut
Ornah Langsner's New York Life Experience July 2006 - August 2006
Job Launch Associate at ZocDoc
Industry Hospital & Health Care
Experience
ZocDoc January 2015 - Present
ZocDoc February 2014 - Present
Associated Press September 2010 - January 2014
Associated Press June 2009 - August 2010
Associated Press September 2007 - May 2009
University at Buffalo Organ Donation January 2007 - May 2007
New York Life July 2006 - August 2006
Skills
Digital Media, Public Relations, Advertising, New Media, Social Media, Management, Newspapers, Training, Sales Operations, Content Management, Facebook, SAP, Broadcast, Social Media Marketing, Sales, Salesforce.com, CRM, Online Advertising, Email Marketing, Digital Marketing, Marketing Communications, Interviews, Social Networking
Education
State University of New York at Buffalo 2003 — 2007
Bachelor of Arts, Communication
ZocDoc January 2015 - Present
ZocDoc February 2014 - Present
Associated Press September 2010 - January 2014
Associated Press June 2009 - August 2010
Associated Press September 2007 - May 2009
University at Buffalo Organ Donation January 2007 - May 2007
New York Life July 2006 - August 2006
Skills
Digital Media, Public Relations, Advertising, New Media, Social Media, Management, Newspapers, Training, Sales Operations, Content Management, Facebook, SAP, Broadcast, Social Media Marketing, Sales, Salesforce.com, CRM, Online Advertising, Email Marketing, Digital Marketing, Marketing Communications, Interviews, Social Networking
Education
State University of New York at Buffalo 2003 — 2007
Bachelor of Arts, Communication
Brad Barger, LUTCF Brad Barger, LUTCF's New York Life Experience February 2006 - April 2013
Job Partner at The Piedmont Group of Atlanta, LLC | Financial Advisor
Industry Financial Services
Experience
MassMutual Financial Group April 2013 - Present
New York Life February 2006 - April 2013
Skills
Retirement Planning, Insurance, Financial Planners, Securities, Series 7, Asset Allocation, Strategic Financial..., Life Insurance, Financial Services, Investment Advisory, Long Term Care Insurance, Leadership, Recruiting, Financial Advisory, Series 6, Estate Planning, Term Life Insurance, Wealth Management, Retirement, Fixed Annuities, Disability Insurance, Finance, Personal Finance, IRAs, Mutual Funds, Long-term Care, Wealth Accumulation, 401k Rollovers, Series 63, Investments, Variable Annuities, 401k, FINRA, Wealth, Buy-sell Agreements, Pensions, Asset Management, Investment Strategies, Wealth Management..., Investment Management, Wealth Preservation..., Whole Life, Financial Planning
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, Economics
American College
LUTCF
Pope
MassMutual Financial Group April 2013 - Present
New York Life February 2006 - April 2013
Skills
Retirement Planning, Insurance, Financial Planners, Securities, Series 7, Asset Allocation, Strategic Financial..., Life Insurance, Financial Services, Investment Advisory, Long Term Care Insurance, Leadership, Recruiting, Financial Advisory, Series 6, Estate Planning, Term Life Insurance, Wealth Management, Retirement, Fixed Annuities, Disability Insurance, Finance, Personal Finance, IRAs, Mutual Funds, Long-term Care, Wealth Accumulation, 401k Rollovers, Series 63, Investments, Variable Annuities, 401k, FINRA, Wealth, Buy-sell Agreements, Pensions, Asset Management, Investment Strategies, Wealth Management..., Investment Management, Wealth Preservation..., Whole Life, Financial Planning
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, Economics
American College
LUTCF
Pope
Paul McClung Paul McClung's New York Life Experience 2007 - January 2009
Job Vice President, Product Control & Supervision at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management April 2014 - Present
New York Life Insurance Company January 2009 - April 2014
New York Life 2007 - January 2009
M Financial Group 2004 - 2007
Allmerica Financial 2001 - 2004
OffRoad Capital 2000 - 2001
First Security Van Kasper 1999 - 2000
Skills
Investment Advisory, Wealth Management, Securities, Asset Managment, Financial Advisory, Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, Retirement Plan..., Qualified Retirement..., Retirement, Wealth Accumulation..., Strategic Financial..., Insurance, Investments, Financial Services, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Financial Planning
Education
University of California, Santa Cruz 1991 — 1995
Bachelor of Science (BS), Cultural Anthropology
Barclays Wealth and Investment Management April 2014 - Present
New York Life Insurance Company January 2009 - April 2014
New York Life 2007 - January 2009
M Financial Group 2004 - 2007
Allmerica Financial 2001 - 2004
OffRoad Capital 2000 - 2001
First Security Van Kasper 1999 - 2000
Skills
Investment Advisory, Wealth Management, Securities, Asset Managment, Financial Advisory, Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, Retirement Plan..., Qualified Retirement..., Retirement, Wealth Accumulation..., Strategic Financial..., Insurance, Investments, Financial Services, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Financial Planning
Education
University of California, Santa Cruz 1991 — 1995
Bachelor of Science (BS), Cultural Anthropology
Drew Murphy Drew Murphy's New York Life Experience June 2005 - August 2005
Job Vice President at Berkshire Capital Securities LLC
Industry Investment Banking
Experience
Berkshire Capital Securities LLC January 2013 - Present
HF2 Financial Management Inc. March 2013 - March 2015
Berkshire Capital Securities LLC June 2010 - December 2012
Berkshire Capital Securities LLC June 2007 - June 2010
New York Life June 2005 - August 2005
Vector Marketing Corporation May 2003 - October 2004
Skills
Valuation, Financial Modeling, Mergers, Corporate Finance, Investment Banking, Due Diligence, Financial Analysis, Series 7, Excel, Microsoft Excel, Mergers & Acquisitions
Education
Trinity College-Hartford 2004 — 2007
Bachelor of Science, Economics
University of Rochester 2003 — 2004
Economics
The Taft School 2000 — 2003
Rumsey Hall School 1995 — 2000
Berkshire Capital Securities LLC January 2013 - Present
HF2 Financial Management Inc. March 2013 - March 2015
Berkshire Capital Securities LLC June 2010 - December 2012
Berkshire Capital Securities LLC June 2007 - June 2010
New York Life June 2005 - August 2005
Vector Marketing Corporation May 2003 - October 2004
Skills
Valuation, Financial Modeling, Mergers, Corporate Finance, Investment Banking, Due Diligence, Financial Analysis, Series 7, Excel, Microsoft Excel, Mergers & Acquisitions
Education
Trinity College-Hartford 2004 — 2007
Bachelor of Science, Economics
University of Rochester 2003 — 2004
Economics
The Taft School 2000 — 2003
Rumsey Hall School 1995 — 2000
Daniel Cewe Daniel Cewe's New York Life Experience 2006 - 2007
Job Financial Consultant, Citizens Investment Services
Industry Investment Management
Experience
Citizens Investments June 2012 - Present
Merrill Lynch June 2010 - June 2012
Wells Fargo Advisors July 2008 - June 2010
C&C Insurance, Inc. August 2006 - July 2008
New York Life 2006 - 2007
Cornerstone 2004 - 2004
Education
University of Connecticut 1998 — 2003
Bachelor's, Economics
Francis T. Maloney High 1995 — 1998
Diploma, General Education
Citizens Investments June 2012 - Present
Merrill Lynch June 2010 - June 2012
Wells Fargo Advisors July 2008 - June 2010
C&C Insurance, Inc. August 2006 - July 2008
New York Life 2006 - 2007
Cornerstone 2004 - 2004
Education
University of Connecticut 1998 — 2003
Bachelor's, Economics
Francis T. Maloney High 1995 — 1998
Diploma, General Education
Beth Ludden's New York Life Experience June 1999 - August 2005
Job SVP LTC Product Development at Genworth Financial
Industry Insurance
Experience
Genworth Financial 2005 - Present
New York Life June 1999 - August 2005
CNA Insurance 1997 - 1999
CNA Financial 1997 - 1999
Skills
Training, Strategic Planning, Employee Benefits, Marketing, Disability Insurance, Contract Management, Long-term Care, Insurance, Medicare, Leadership, Sales, Public Speaking, Life Insurance, Fixed Annuities, Healthcare, Process Improvement, Long Term Care Insurance, Universal Life, Health Insurance, Retirement, Whole Life, Financial Services, IRAs, Brokers, Reinsurance, Term Life Insurance, Retirement Planning, Critical Illness, 401k, Financial Planners, Accident, Underwriting, Financial Planning, Marketing Strategy
Education
University of Central Florida 1972 — 1976
BS, Humanities & Fine Arts
Genworth Financial 2005 - Present
New York Life June 1999 - August 2005
CNA Insurance 1997 - 1999
CNA Financial 1997 - 1999
Skills
Training, Strategic Planning, Employee Benefits, Marketing, Disability Insurance, Contract Management, Long-term Care, Insurance, Medicare, Leadership, Sales, Public Speaking, Life Insurance, Fixed Annuities, Healthcare, Process Improvement, Long Term Care Insurance, Universal Life, Health Insurance, Retirement, Whole Life, Financial Services, IRAs, Brokers, Reinsurance, Term Life Insurance, Retirement Planning, Critical Illness, 401k, Financial Planners, Accident, Underwriting, Financial Planning, Marketing Strategy
Education
University of Central Florida 1972 — 1976
BS, Humanities & Fine Arts
Eric Takaki Eric Takaki's New York Life Experience September 2006 - September 2009
Job Technical Operations Associate at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities February 2015 - Present
Wedbush Securities August 2014 - February 2015
Wedbush Securities November 2012 - July 2014
State Farm July 2011 - June 2012
State Farm Insurance October 2010 - June 2011
New York Life September 2006 - September 2009
Takaki & Co. January 2001 - April 2006
Skills
Life Insurance, Fixed Annuities, Health Insurance, Insurance, Disability Insurance, Small Business, Long-term Care, Property & Casualty..., Retirement Planning, Cold Calling, Team Building, Public Speaking, Account Management, Customer Service, IRAs, Retirement, Employee Benefits, Strategic Planning, Strategic Financial..., Sales, 401k, Estate Planning, Term Life Insurance, Mutual Funds, Whole Life, Wealth Management, Investments, Long Term Care Insurance, Financial Planners, Securities, Financial Services, Underwriting, Series 7
Education
University of California, Riverside 2001 — 2005
BS, Business Administration
Wedbush Securities February 2015 - Present
Wedbush Securities August 2014 - February 2015
Wedbush Securities November 2012 - July 2014
State Farm July 2011 - June 2012
State Farm Insurance October 2010 - June 2011
New York Life September 2006 - September 2009
Takaki & Co. January 2001 - April 2006
Skills
Life Insurance, Fixed Annuities, Health Insurance, Insurance, Disability Insurance, Small Business, Long-term Care, Property & Casualty..., Retirement Planning, Cold Calling, Team Building, Public Speaking, Account Management, Customer Service, IRAs, Retirement, Employee Benefits, Strategic Planning, Strategic Financial..., Sales, 401k, Estate Planning, Term Life Insurance, Mutual Funds, Whole Life, Wealth Management, Investments, Long Term Care Insurance, Financial Planners, Securities, Financial Services, Underwriting, Series 7
Education
University of California, Riverside 2001 — 2005
BS, Business Administration
Gray Elliott Gray Elliott's New York Life Experience July 2008 - June 2009
Job RSC AT&T
Industry Retail
Experience
AT&T 2013 - 2014
New York Life July 2008 - June 2009
Horizon Products February 2004 - August 2008
John Hancock September 2007 - July 2008
United Auto Group August 2005 - September 2007
Hendrick Automotive Group April 2003 - January 2005
Education
University of Georgia - Terry College of Business 1996 — 2001
North Springs
AT&T 2013 - 2014
New York Life July 2008 - June 2009
Horizon Products February 2004 - August 2008
John Hancock September 2007 - July 2008
United Auto Group August 2005 - September 2007
Hendrick Automotive Group April 2003 - January 2005
Education
University of Georgia - Terry College of Business 1996 — 2001
North Springs
Steven Sigsbury Steven Sigsbury's New York Life Experience February 2008 - January 2009
Job Attorney at Cochran Allan
Industry Law Practice
Experience
Cochran Allan January 2014 - Present
Jackson & Campbell, P.C. September 2011 - December 2013
Reid & Scheffel, P.C. November 2009 - May 2011
New York Life February 2008 - January 2009
Frie, Arndt & Danborn, P.C. May 2006 - February 2007
District Attorney's Office - Colorado's 18th Judicial District May 2005 - August 2005
Skills
Estate Planning, Trusts, Legal Research, Legal Writing, Estate Administration
Education
University of Denver, Graduate Tax Program 2009 — 2009
LL.M., Taxation
University of Denver - Sturm College of Law 2004 — 2007
J.D., Law
University of Virginia 1999 — 2004
B.A., History
Cochran Allan January 2014 - Present
Jackson & Campbell, P.C. September 2011 - December 2013
Reid & Scheffel, P.C. November 2009 - May 2011
New York Life February 2008 - January 2009
Frie, Arndt & Danborn, P.C. May 2006 - February 2007
District Attorney's Office - Colorado's 18th Judicial District May 2005 - August 2005
Skills
Estate Planning, Trusts, Legal Research, Legal Writing, Estate Administration
Education
University of Denver, Graduate Tax Program 2009 — 2009
LL.M., Taxation
University of Denver - Sturm College of Law 2004 — 2007
J.D., Law
University of Virginia 1999 — 2004
B.A., History
Ray Greeve, CCTE's New York Life Experience April 2003 - Present
Job Corporate Vice President Of Travel at New York Life
Industry Transportation/Trucking/Railroad
Experience
New York Life April 2003 - Present
Skills
Travel Management, Strategic Sourcing, Management, Team Leadership, Pricing, Revenue Analysis, Procurement, Sales, Corporate Development, Fleet Management, Strategic Leadership, Purchasing, Marketing, Hospitality Management, Revenue Cycle Management, Purchase Management, Market Research, Account Management, Product Development, Procurement Outsourcing, Travel
Education
University of Amsterdam 1985 — 1991
Masters
Triangel 1975 — 1981
New York Life April 2003 - Present
Skills
Travel Management, Strategic Sourcing, Management, Team Leadership, Pricing, Revenue Analysis, Procurement, Sales, Corporate Development, Fleet Management, Strategic Leadership, Purchasing, Marketing, Hospitality Management, Revenue Cycle Management, Purchase Management, Market Research, Account Management, Product Development, Procurement Outsourcing, Travel
Education
University of Amsterdam 1985 — 1991
Masters
Triangel 1975 — 1981
Jim hulley's New York Life Experience July 2001 - July 2004
Job Sales Rep at Paychex, INC
Industry Pharmaceuticals
Experience
Paychex, INC June 2004 - Present
NEW YORK LIFE July 2001 - July 2004
Education
The University of Memphis 1987 — 1991
aRTS AND SCIENCES, CRIMINAL JUSTICE BUSINESS
Paychex, INC June 2004 - Present
NEW YORK LIFE July 2001 - July 2004
Education
The University of Memphis 1987 — 1991
aRTS AND SCIENCES, CRIMINAL JUSTICE BUSINESS
Salma Zaidi's New York Life Experience November 2007 - June 2011
Job Independent Health Insurance Broker at Salma Zaidi Insurance
Industry Marketing and Advertising
Experience
Salma Zaidi Insurance November 2007 - Present
National Childhood Obesity Foundation August 2014 - May 2015
B Scene Advertising Agency December 2012 - September 2013
B Scene Advertising Agency August 2012 - December 2012
Dallys Inc March 2012 - August 2012
zozi June 2011 - August 2011
New York Life November 2007 - June 2011
Bloomingdale's September 2007 - April 2008
Sperry Van Ness June 2005 - August 2007
American Heart Association March 2005 - June 2005
Skills
Fixed Annuities, Sales, Investments, CRM, Leadership, Marketing, Training, Portfolio Management, Lead Generation, Management, Estate Planning, Marketing Strategy, Finance, Project Management, Media Buying, TV Production, Commercials, Events, Live Events, Event Planning, Event Management, Event Producing, Proposal Writing, Team Building, Social Media Marketing, Real Estate, Nonprofits, Customer Satisfaction, Video Production, Market Research, Email Marketing, Strategy, Social Networking, Competitive Analysis, Online Marketing, Marketing Communications, Salesforce.com, Business Development, Budgets, Advertising
Education
University of California, Irvine 2001 — 2005
B.A., Criminology, Law & Society
University of California, Irvine - The Paul Merage School of Business 2001 — 2005
Minor, Management
Bernal Intermediate
Salma Zaidi Insurance November 2007 - Present
National Childhood Obesity Foundation August 2014 - May 2015
B Scene Advertising Agency December 2012 - September 2013
B Scene Advertising Agency August 2012 - December 2012
Dallys Inc March 2012 - August 2012
zozi June 2011 - August 2011
New York Life November 2007 - June 2011
Bloomingdale's September 2007 - April 2008
Sperry Van Ness June 2005 - August 2007
American Heart Association March 2005 - June 2005
Skills
Fixed Annuities, Sales, Investments, CRM, Leadership, Marketing, Training, Portfolio Management, Lead Generation, Management, Estate Planning, Marketing Strategy, Finance, Project Management, Media Buying, TV Production, Commercials, Events, Live Events, Event Planning, Event Management, Event Producing, Proposal Writing, Team Building, Social Media Marketing, Real Estate, Nonprofits, Customer Satisfaction, Video Production, Market Research, Email Marketing, Strategy, Social Networking, Competitive Analysis, Online Marketing, Marketing Communications, Salesforce.com, Business Development, Budgets, Advertising
Education
University of California, Irvine 2001 — 2005
B.A., Criminology, Law & Society
University of California, Irvine - The Paul Merage School of Business 2001 — 2005
Minor, Management
Bernal Intermediate
Amy Dziuban's New York Life Experience 2008 - 2008
Job Sales/Business Development at Chaney Enterprises
Industry Financial Services
Experience
Chaney Enterprises June 2009 - Present
New York Life 2008 - 2008
First Madison Mortgage 2007 - 2007
New Century 2006 - 2007
First Franklin July 2000 - January 2006
WMC 1996 - 1999
Skills
Salesforce.com, Market Research, Contract Negotiation, Mortgage Banking, Account Management, New Business Development, Sales Management, Customer Service, Budgets, B2B, Business Development, CRM, Cold Calling, Credit, FHA, Leadership, Loans, Management, Marketing Strategy, Marketing, Mortgage Lending, Refinance, Sales Process, Sales, Selling, Strategic Planning, Sales Operations, Negotiation
Education
Towson University 1990 — 1994
Chaney Enterprises June 2009 - Present
New York Life 2008 - 2008
First Madison Mortgage 2007 - 2007
New Century 2006 - 2007
First Franklin July 2000 - January 2006
WMC 1996 - 1999
Skills
Salesforce.com, Market Research, Contract Negotiation, Mortgage Banking, Account Management, New Business Development, Sales Management, Customer Service, Budgets, B2B, Business Development, CRM, Cold Calling, Credit, FHA, Leadership, Loans, Management, Marketing Strategy, Marketing, Mortgage Lending, Refinance, Sales Process, Sales, Selling, Strategic Planning, Sales Operations, Negotiation
Education
Towson University 1990 — 1994
Jay Philbrick, CEDS's New York Life Experience March 1999 - June 2000
Job Regional Sales Manager at BigHand
Industry Computer Software
Experience
BigHand March 2014 - Present
Ricoh Americas Corporation July 2012 - February 2014
Ricoh Americas Corporation November 2010 - August 2012
IKON Document Services September 2000 - November 2010
New York Life March 1999 - June 2000
Skills
Consultative Selling, Salesforce.com, Sales Management, New Business Development, Customer Relations, Document Management, Solution Selling, Customer Service, Strategy, Cold Calling, Selling, Management, Litigation Support, Sales Process, Project Management, B2B, Direct Sales, Customer Retention, Relativity Certified..., SaaS, Account Management, Sales, Professional Services, Sales Operations, CRM
Education
University of Central Florida 1993 — 1998
BA, Legal/ Business
University of Phoenix 2003 — 2005
MBA, Business
Bishop Moore HS
BigHand March 2014 - Present
Ricoh Americas Corporation July 2012 - February 2014
Ricoh Americas Corporation November 2010 - August 2012
IKON Document Services September 2000 - November 2010
New York Life March 1999 - June 2000
Skills
Consultative Selling, Salesforce.com, Sales Management, New Business Development, Customer Relations, Document Management, Solution Selling, Customer Service, Strategy, Cold Calling, Selling, Management, Litigation Support, Sales Process, Project Management, B2B, Direct Sales, Customer Retention, Relativity Certified..., SaaS, Account Management, Sales, Professional Services, Sales Operations, CRM
Education
University of Central Florida 1993 — 1998
BA, Legal/ Business
University of Phoenix 2003 — 2005
MBA, Business
Bishop Moore HS
Derek Benavides's New York Life Experience January 2004 - August 2005
Job Owner, D. Benavides AgencyState Farm Insurance
Industry Insurance
Experience
D. Benavides Agency-State Farm Insurance AgentState Farm AgentApril 2007 - Present
New York Life January 2004 - August 2005
Education
The University of Texas at San Antonio 1997 — 2001
D. Benavides Agency-State Farm Insurance AgentState Farm AgentApril 2007 - Present
New York Life January 2004 - August 2005
Education
The University of Texas at San Antonio 1997 — 2001
Scott Koladycz's New York Life Experience February 2009 - Present
Job New York Life
Industry Financial Services
Experience
New York Life February 2009 - Present
Clark Consulting August 2000 - February 2009
Clark Consulting an AEGON company 2000 - 2009
MCG/Dulworth, Inc. May 1996 - July 2000
US Navy 1989 - 1992
Skills
Life Insurance, Employee Benefits, Retirement, Series 6, 401k, Mutual Funds, Defined Benefit, Insurance
Education
University of Houston, C.T. Bauer College of Business 1993 — 1995
Kingwood High School
New York Life February 2009 - Present
Clark Consulting August 2000 - February 2009
Clark Consulting an AEGON company 2000 - 2009
MCG/Dulworth, Inc. May 1996 - July 2000
US Navy 1989 - 1992
Skills
Life Insurance, Employee Benefits, Retirement, Series 6, 401k, Mutual Funds, Defined Benefit, Insurance
Education
University of Houston, C.T. Bauer College of Business 1993 — 1995
Kingwood High School
Margie Jean's New York Life Experience
Job Director Information Systems at New York Life
Industry Insurance
Experience
New York Life
Skills
Insurance, Disaster Recovery, Business Analysis, SDLC
Education
University of Florida
New York Life
Skills
Insurance, Disaster Recovery, Business Analysis, SDLC
Education
University of Florida
Holt McConnell's New York Life Experience January 2009 - January 2010
Job Marketing Director at Mainstream Technologies
Industry Motion Pictures and Film
Experience
Mainstream Technologies October 2014 - Present
Fried Green Media January 2010 - October 2014
New York Life January 2009 - January 2010
Arkansas Urban Wildlife May 2008 - October 2008
Softwyre December 2004 - May 2008
malmstrom white co 1987 - 1999
Skills
Sales, Business Development, Project Management, Entrepreneurship, Marketing Strategy, Account Management, Strategic Planning, SDLC, New Business Development, Telecommunications, Cloud Computing, Public Relations, Television, Mobile Applications, Public Speaking, Contract Negotiation, Licensing, Solution Selling, Strategy, Social Media Marketing, Online Marketing, Asset, Start-ups, CRM, SaaS, Product Management, Competitive Analysis, Analytics, Email Marketing
Education
University of Arkansas 1979 — 1983
BS, Computer Science
Hall High School 1977 — 1979
Mainstream Technologies October 2014 - Present
Fried Green Media January 2010 - October 2014
New York Life January 2009 - January 2010
Arkansas Urban Wildlife May 2008 - October 2008
Softwyre December 2004 - May 2008
malmstrom white co 1987 - 1999
Skills
Sales, Business Development, Project Management, Entrepreneurship, Marketing Strategy, Account Management, Strategic Planning, SDLC, New Business Development, Telecommunications, Cloud Computing, Public Relations, Television, Mobile Applications, Public Speaking, Contract Negotiation, Licensing, Solution Selling, Strategy, Social Media Marketing, Online Marketing, Asset, Start-ups, CRM, SaaS, Product Management, Competitive Analysis, Analytics, Email Marketing
Education
University of Arkansas 1979 — 1983
BS, Computer Science
Hall High School 1977 — 1979
Anto Thekkanath's New York Life Experience 2005 - 2005
Job Sr. Manager, Network Application Profiling and Modelling, Capital One
Industry Computer Networking
Experience
Capital One December 2013 - Present
Capital One April 2012 - Present
American Airlines April 2008 - March 2012
JPMorgan Chase 2001 - 2007
Bank of America 2005 - 2006
New York Life 2005 - 2005
Shabakah net 1998 - 2000
Al Rajhi Group 1998 - 2000
Skills
Security, Data Center, Disaster Recovery, Firewalls, VPN, Network Architecture, Networking, Enterprise Architecture, Cisco Technologies, WAN, CISSP, Network Engineering, Network Security, Switches, Routing, ITIL, Cisco IOS
Education
University of Calicut 1991 — 1995
Production Engineering
Govt. Engineering College, Thrissur
Capital One December 2013 - Present
Capital One April 2012 - Present
American Airlines April 2008 - March 2012
JPMorgan Chase 2001 - 2007
Bank of America 2005 - 2006
New York Life 2005 - 2005
Shabakah net 1998 - 2000
Al Rajhi Group 1998 - 2000
Skills
Security, Data Center, Disaster Recovery, Firewalls, VPN, Network Architecture, Networking, Enterprise Architecture, Cisco Technologies, WAN, CISSP, Network Engineering, Network Security, Switches, Routing, ITIL, Cisco IOS
Education
University of Calicut 1991 — 1995
Production Engineering
Govt. Engineering College, Thrissur
Jordan M. Guynn, LUTCF's New York Life Experience February 2009 - October 2012
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
New York Life February 2009 - October 2012
Merrill Lynch August 2007 - January 2009
Northwestern Mutual Financial Network May 2006 - August 2007
Ameriprise Financial Services, Inc. October 2005 - April 2006
Skills
Retirement Planning, Alternative Investments, Investments, Estate Planning, Wealth Management, Insurance, Financial Analysis, Mutual Funds, Portfolio Management, Retirement, Finance
Education
Tufts University 2001 — 2005
Germantown Academy
Wells Fargo September 2012 - Present
New York Life February 2009 - October 2012
Merrill Lynch August 2007 - January 2009
Northwestern Mutual Financial Network May 2006 - August 2007
Ameriprise Financial Services, Inc. October 2005 - April 2006
Skills
Retirement Planning, Alternative Investments, Investments, Estate Planning, Wealth Management, Insurance, Financial Analysis, Mutual Funds, Portfolio Management, Retirement, Finance
Education
Tufts University 2001 — 2005
Germantown Academy
Wanho Andrew Chu's New York Life Experience December 2007 - December 2008
Job CMS
Industry Insurance
Experience
Center for Medicare and Medicaid Services September 2015 - Present
OPM September 2012 - September 2015
Maryland Insurance Administration December 2008 - September 2012
New York Life December 2007 - December 2008
wabtec corp 1998 - 2005
Skills
Insurance, Health Insurance, Healthcare, Property & Casualty..., General Insurance, Employee Benefits, Life Insurance, Fixed Annuities, Long-term Care, Disability Insurance, Workers Compensation, Underwriting, Claim, Retirement Planning, Retirement, Analysis
Education
University of Baltimore 1990 — 1995
Master of Business Administration (MBA)
University of Maryland College Park 1986 — 1990
BA
Center for Medicare and Medicaid Services September 2015 - Present
OPM September 2012 - September 2015
Maryland Insurance Administration December 2008 - September 2012
New York Life December 2007 - December 2008
wabtec corp 1998 - 2005
Skills
Insurance, Health Insurance, Healthcare, Property & Casualty..., General Insurance, Employee Benefits, Life Insurance, Fixed Annuities, Long-term Care, Disability Insurance, Workers Compensation, Underwriting, Claim, Retirement Planning, Retirement, Analysis
Education
University of Baltimore 1990 — 1995
Master of Business Administration (MBA)
University of Maryland College Park 1986 — 1990
BA
Leanne Mayberry's New York Life Experience January 1995 - August 1996
Job Private Exchange 3rd Party Oversight Program Manager at Aetna
Industry Insurance
Experience
Aetna October 2014 - Present
Aetna August 2012 - October 2014
WellPoint January 2011 - August 2012
WellPoint May 2008 - January 2011
Delta Dental of VA April 2005 - May 2008
Anthem Blue Cross Blue Shield August 2003 - April 2005
Anthem Blue Cross Blue Shield October 1998 - August 2003
Anthem Blue Cross Blue Shield 1998 - 2003
Shenandoah Life Insurance 1996 - 1998
New York Life January 1995 - August 1996
Skills
Direct Marketing, Product Development, Strategy, Marketing, Health Insurance, Advertising, Management, Insurance, Creative Direction, Managed Care, Product Management, Project Management, Analysis, Leadership, Analytics, Healthcare, Competitive Analysis
Education
University at Albany, SUNY 1984 — 1989
Aetna October 2014 - Present
Aetna August 2012 - October 2014
WellPoint January 2011 - August 2012
WellPoint May 2008 - January 2011
Delta Dental of VA April 2005 - May 2008
Anthem Blue Cross Blue Shield August 2003 - April 2005
Anthem Blue Cross Blue Shield October 1998 - August 2003
Anthem Blue Cross Blue Shield 1998 - 2003
Shenandoah Life Insurance 1996 - 1998
New York Life January 1995 - August 1996
Skills
Direct Marketing, Product Development, Strategy, Marketing, Health Insurance, Advertising, Management, Insurance, Creative Direction, Managed Care, Product Management, Project Management, Analysis, Leadership, Analytics, Healthcare, Competitive Analysis
Education
University at Albany, SUNY 1984 — 1989
Mark Kinasewitz's New York Life Experience April 1999 - Present
Job Sales Development Manager at New York Life
Industry Financial Services
Experience
New York Life April 1999 - Present
New York Life February 1996 - April 1999
Skills
Life Insurance, Insurance, Retirement Planning, Retirement, Wealth Management, Mutual Funds, Fixed Annuities, Sales, Sales Management, Financial Services, CLU, ChFC, CASL, CLTC
Education
The University of Connecticut 1991 — 1995
Bachelor of Arts (B.A.), Economics
New York Life April 1999 - Present
New York Life February 1996 - April 1999
Skills
Life Insurance, Insurance, Retirement Planning, Retirement, Wealth Management, Mutual Funds, Fixed Annuities, Sales, Sales Management, Financial Services, CLU, ChFC, CASL, CLTC
Education
The University of Connecticut 1991 — 1995
Bachelor of Arts (B.A.), Economics
Armine Davtian's New York Life Experience March 2007 - Present
Job Senior Partner with New York Life Insurance Company
Industry Financial Services
Experience
New York Life March 2007 - Present
Skills
Recruiting, Training, College Recruiting, Time Management, Thought Leadership, Financial Recruiting, hands on leader, Communication, Interviewing, Multi-Tasking Skills
Education
University of California, Los Angeles 2000 — 2003
Bachelor of Arts (B.A.), History
New York Life March 2007 - Present
Skills
Recruiting, Training, College Recruiting, Time Management, Thought Leadership, Financial Recruiting, hands on leader, Communication, Interviewing, Multi-Tasking Skills
Education
University of California, Los Angeles 2000 — 2003
Bachelor of Arts (B.A.), History
Justin Cerritelli's New York Life Experience January 2008 - Present
Job Financial Sales
Industry Banking
Experience
New York Life January 2008 - Present
Skills
Finance
Education
University of Delaware 1994 — 1999
Don Bosco Prep 1990 — 1994
New York Life January 2008 - Present
Skills
Finance
Education
University of Delaware 1994 — 1999
Don Bosco Prep 1990 — 1994
David Sanger's New York Life Experience 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life 2009 - Present
Reynders Gray & Co March 2001 - June 2006
Bear Stearns & Co. Inc. 1982 - March 2001
McMahon, Brafman, Morgan & Co. June 1982 - April 1983
Oppenheim, Appel, Dixon & Co August 1979 - May 1982
Education
SUNY Albany 1977 — 1979
Bachelor of Science (BS), Accounting
University at Albany, SUNY 1977 — 1979
bs, accounting, school of business
New York Life 2009 - Present
Reynders Gray & Co March 2001 - June 2006
Bear Stearns & Co. Inc. 1982 - March 2001
McMahon, Brafman, Morgan & Co. June 1982 - April 1983
Oppenheim, Appel, Dixon & Co August 1979 - May 1982
Education
SUNY Albany 1977 — 1979
Bachelor of Science (BS), Accounting
University at Albany, SUNY 1977 — 1979
bs, accounting, school of business
Art Tangen's New York Life Experience August 2006 - January 2010
Job Retirement Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2010 - Present
New York Life Long-Term Care August 2006 - January 2010
New York Life August 2006 - January 2010
Skills
Strategic Planning, Business Development, Marketing, Customer Service, Term Life Insurance, Disability Insurance, Change Management, Cross-functional Team..., Long-term Care, Financial Analysis, Fixed Annuities, Life Insurance, Sales Management, Cold Calling, Employee Benefits, Sales Operations, Market Penetration, Budgets, IRAs, Long Term Care Insurance
Education
The University of New Mexico 1990 — 1994
Bachelor of Science, Construction Engineering
New York Life Insurance Company January 2010 - Present
New York Life Long-Term Care August 2006 - January 2010
New York Life August 2006 - January 2010
Skills
Strategic Planning, Business Development, Marketing, Customer Service, Term Life Insurance, Disability Insurance, Change Management, Cross-functional Team..., Long-term Care, Financial Analysis, Fixed Annuities, Life Insurance, Sales Management, Cold Calling, Employee Benefits, Sales Operations, Market Penetration, Budgets, IRAs, Long Term Care Insurance
Education
The University of New Mexico 1990 — 1994
Bachelor of Science, Construction Engineering
Margie Jean's New York Life Experience QA ManagerNew York Life Insurance Company2006 - Present
Job Director at New York Life
Industry Insurance
Experience
New York Life QA ManagerNew York Life Insurance Company2006 - Present
The Chase Manhattan Bank 1993 - 2005
JPMorgan Chase 1992 - 2005
Skills
SDLC, Project Management, Insurance, Visio, Program Management, User Acceptance Testing, Software Project..., Banking, Software Documentation, Requirements Gathering, Agile Methodologies, Quality Center, Business Requirements, Business Analysis, SharePoint, Software Quality..., Process Improvement, Call Centers, Management, Test Planning, Requirements Analysis, Quality Assurance, Financial Services
Education
University of Florida
New York Life QA ManagerNew York Life Insurance Company2006 - Present
The Chase Manhattan Bank 1993 - 2005
JPMorgan Chase 1992 - 2005
Skills
SDLC, Project Management, Insurance, Visio, Program Management, User Acceptance Testing, Software Project..., Banking, Software Documentation, Requirements Gathering, Agile Methodologies, Quality Center, Business Requirements, Business Analysis, SharePoint, Software Quality..., Process Improvement, Call Centers, Management, Test Planning, Requirements Analysis, Quality Assurance, Financial Services
Education
University of Florida
Kellie Pierce's New York Life Experience August 2006 - November 2007
Job Program Associate, Women's Policy Institute at The Women's Foundation of California
Industry Nonprofit Organization Management
Experience
The Women's Foundation of California June 2015 - Present
The Women's Foundation of California October 2014 - June 2015
The Women's Foundation of California November 2014 - April 2015
Ministry for Primary Industries NZ February 2014 - October 2014
Happy Travels May 2013 - January 2014
Wicked Travel May 2012 - February 2013
Integra Realty Resources February 2010 - February 2012
MedNeutral November 2007 - August 2008
New York Life August 2006 - November 2007
La Jolla Beach and Tennis Club February 2006 - May 2007
Skills
Microsoft Office, Customer Service, Event Planning, Leadership, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Process Improvement, Project Management, Public Speaking, Research, Social Media, Strategic Planning, Team Leadership
Education
University of California, San Diego 2003 — 2008
Bachelor of Arts (B.A.), Psychology
The Women's Foundation of California June 2015 - Present
The Women's Foundation of California October 2014 - June 2015
The Women's Foundation of California November 2014 - April 2015
Ministry for Primary Industries NZ February 2014 - October 2014
Happy Travels May 2013 - January 2014
Wicked Travel May 2012 - February 2013
Integra Realty Resources February 2010 - February 2012
MedNeutral November 2007 - August 2008
New York Life August 2006 - November 2007
La Jolla Beach and Tennis Club February 2006 - May 2007
Skills
Microsoft Office, Customer Service, Event Planning, Leadership, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Process Improvement, Project Management, Public Speaking, Research, Social Media, Strategic Planning, Team Leadership
Education
University of California, San Diego 2003 — 2008
Bachelor of Arts (B.A.), Psychology
Clayton Spence's New York Life Experience June 2003 - December 2004
Job Senior Analyst at Integra Realty Resources
Industry Real Estate
Experience
Integra Realty Resources January 2005 - Present
New York Life June 2003 - December 2004
Skills
Appraisals, Real Estate, Commercial Real Estate
Education
University of Dayton 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Centerville High School 1996 — 1999
Integra Realty Resources January 2005 - Present
New York Life June 2003 - December 2004
Skills
Appraisals, Real Estate, Commercial Real Estate
Education
University of Dayton 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Centerville High School 1996 — 1999
Larry Moreno's New York Life Experience 1985 - 1987
Job Managing Director at NYSE Euronext
Industry Financial Services
Experience
NYSE Euronext February 2009 - Present
NYSE Euronext 2004 - Present
Bank of America January 2004 - August 2004
Deutsche Bank 2000 - 2004
SIACorp 1997 - 2000
The Guardian Life Insurance 1994 - 1997
AXA Equitable 1987 - 1995
AXA 1987 - 1994
New York Life 1985 - 1987
Skills
Electronic Trading, Trading Systems, Equities, SDLC, Management, Business Analysis, Derivatives, Equity Derivatives, Equity Trading, Exchange Connectivity, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Low Latency, Market Data, Options, PMO, Quality Assurance, Risk Management, Securities, Trading, Vendor Management
Education
University at Albany, SUNY 1983 — 1985
BS, Mathematics
NYSE Euronext February 2009 - Present
NYSE Euronext 2004 - Present
Bank of America January 2004 - August 2004
Deutsche Bank 2000 - 2004
SIACorp 1997 - 2000
The Guardian Life Insurance 1994 - 1997
AXA Equitable 1987 - 1995
AXA 1987 - 1994
New York Life 1985 - 1987
Skills
Electronic Trading, Trading Systems, Equities, SDLC, Management, Business Analysis, Derivatives, Equity Derivatives, Equity Trading, Exchange Connectivity, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Low Latency, Market Data, Options, PMO, Quality Assurance, Risk Management, Securities, Trading, Vendor Management
Education
University at Albany, SUNY 1983 — 1985
BS, Mathematics
Reed Downey's New York Life Experience 1990 - 1995
Job Owner, Reed Downey Life Insuance Agency
Industry Insurance
Experience
Reed Downey Life Insuance Agency April 1995 - Present
Greater Oklahoma City Chamber 1994 - Present
New York Life 1990 - 1995
Education
University of Central Oklahoma 1963 — 1967
BS, Chemistry Major, Minor Math and Biology
Del City High School 1959 — 1961
High School, General Studies
Reed Downey Life Insuance Agency April 1995 - Present
Greater Oklahoma City Chamber 1994 - Present
New York Life 1990 - 1995
Education
University of Central Oklahoma 1963 — 1967
BS, Chemistry Major, Minor Math and Biology
Del City High School 1959 — 1961
High School, General Studies
Bryan Dower, CPA's New York Life Experience January 2009 - May 2014
Job Chief Financial Officer
Industry Management Consulting
Experience
GLC Business Services May 2015 - Present
Bryan M. Dower, CPA August 2014 - Present
MassMutual Financial Group December 2013 - January 2015
New York Life January 2009 - May 2014
Wellbridge January 2007 - August 2008
Holland & Hart LLP 2003 - 2006
White & Steele PC 1998 - 2003
Hart Asset Management Group, LLC 1993 - 1998
Wells Fargo 1991 - 1993
Skills
Risk Management, Retirement Planning, Investment Strategies, Investment Management, Wealth Management..., Securities, Finance, Investments, Financial Analysis, Insurance, Tax, Mutual Funds, Small Business, Strategic Financial..., Internal Audit, Due Diligence, Financial Services, Financial Planners, Estate Planning, CPA, 401k, Mergers & Acquisitions, Financial Modeling, Private Equity, Asset Management, Financial Advisory, Hedge Funds, SEC filings, Alternative Investments, Cash Management, Financial Reporting, Asset Allocation, US GAAP, Corporate Finance, Accounting, GAAP, Cash Flow, Financial Accounting, Internal Controls, Auditing, Portfolio Management, Revenue Recognition, Tax Accounting, Corporate Tax, Financial Statements, Tax Preparation, Tax Research, Employee Benefits, Credit, Executive Management
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1991
Master of Business Administration (MBA), Accounting and Finance
University of Colorado Boulder - Leeds School of Business 1986 — 1990
Bachelor's Degree, Accounting and Finance
GLC Business Services May 2015 - Present
Bryan M. Dower, CPA August 2014 - Present
MassMutual Financial Group December 2013 - January 2015
New York Life January 2009 - May 2014
Wellbridge January 2007 - August 2008
Holland & Hart LLP 2003 - 2006
White & Steele PC 1998 - 2003
Hart Asset Management Group, LLC 1993 - 1998
Wells Fargo 1991 - 1993
Skills
Risk Management, Retirement Planning, Investment Strategies, Investment Management, Wealth Management..., Securities, Finance, Investments, Financial Analysis, Insurance, Tax, Mutual Funds, Small Business, Strategic Financial..., Internal Audit, Due Diligence, Financial Services, Financial Planners, Estate Planning, CPA, 401k, Mergers & Acquisitions, Financial Modeling, Private Equity, Asset Management, Financial Advisory, Hedge Funds, SEC filings, Alternative Investments, Cash Management, Financial Reporting, Asset Allocation, US GAAP, Corporate Finance, Accounting, GAAP, Cash Flow, Financial Accounting, Internal Controls, Auditing, Portfolio Management, Revenue Recognition, Tax Accounting, Corporate Tax, Financial Statements, Tax Preparation, Tax Research, Employee Benefits, Credit, Executive Management
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1991
Master of Business Administration (MBA), Accounting and Finance
University of Colorado Boulder - Leeds School of Business 1986 — 1990
Bachelor's Degree, Accounting and Finance
Bernadette German's New York Life Experience March 2000 - June 2009
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2012 - Present
New York Life Insurance Company June 2009 - June 2012
New York Life March 2000 - June 2009
Skills
Life Insurance, Finance, Mutual Funds
Education
University of South Carolina - The Moore School of Business 2006 — 2008
Master, Business Administration
University of Florida 1987 — 1991
Bachelor, Arts
New York Life Insurance Company June 2012 - Present
New York Life Insurance Company June 2009 - June 2012
New York Life March 2000 - June 2009
Skills
Life Insurance, Finance, Mutual Funds
Education
University of South Carolina - The Moore School of Business 2006 — 2008
Master, Business Administration
University of Florida 1987 — 1991
Bachelor, Arts
Christopher Elson's New York Life Experience July 2007 - September 2009
Job Corporate Vice President at New York Life
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company September 2009 - September 2014
New York Life July 2007 - September 2009
New York Life Insurance Company September 2005 - July 2007
New York Life Insurance Company December 2001 - September 2005
Skills
Variable Annuities, Microsoft Excel, Insurance, Fixed Annuities, Team Building, Customer Service, Research, Mutual Funds, Investments, Program Management, Retirement, Retirement Planning
Education
University at Albany, SUNY 1996 — 2000
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company September 2009 - September 2014
New York Life July 2007 - September 2009
New York Life Insurance Company September 2005 - July 2007
New York Life Insurance Company December 2001 - September 2005
Skills
Variable Annuities, Microsoft Excel, Insurance, Fixed Annuities, Team Building, Customer Service, Research, Mutual Funds, Investments, Program Management, Retirement, Retirement Planning
Education
University at Albany, SUNY 1996 — 2000
Adam Login's New York Life Experience May 2006 - October 2007
Job Internal Wholesaler at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America November 2013 - Present
The Prudential Insurance Company of America August 2012 - November 2013
The Prudential Insurance Company of America May 2011 - August 2012
Ameriprise Financial November 2010 - February 2011
American Eagle Financial Services October 2007 - November 2010
LPL Financial October 2007 - April 2009
New York Life May 2006 - October 2007
Hartford Life November 2004 - May 2006
Morgan Stanley June 2004 - September 2004
Skills
Life Insurance
Education
The American College 2014 — 2017
CLU
University of Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Finance
University of Hartford 2000 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
The Prudential Insurance Company of America November 2013 - Present
The Prudential Insurance Company of America August 2012 - November 2013
The Prudential Insurance Company of America May 2011 - August 2012
Ameriprise Financial November 2010 - February 2011
American Eagle Financial Services October 2007 - November 2010
LPL Financial October 2007 - April 2009
New York Life May 2006 - October 2007
Hartford Life November 2004 - May 2006
Morgan Stanley June 2004 - September 2004
Skills
Life Insurance
Education
The American College 2014 — 2017
CLU
University of Hartford 2000 — 2004
Bachelor of Science (B.S.), Economics and Finance
University of Hartford 2000 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Kristine Dobbins's New York Life Experience December 1999 - December 2009
Job Proud Mom
Industry Fund-Raising
Experience
New York Life December 1999 - December 2009
Skills
Strategic Financial..., Estate Planning, Retirement, Disability Insurance
Education
University of California, Santa Barbara
New York Life December 1999 - December 2009
Skills
Strategic Financial..., Estate Planning, Retirement, Disability Insurance
Education
University of California, Santa Barbara
Linda Kolts's New York Life Experience 1994 - 2007
Job Computer Software Professional
Industry Computer Software
Experience
New York Life 1994 - 2007
Education
University at Albany, SUNY
New York Life 1994 - 2007
Education
University at Albany, SUNY
Dyanna Henderson's New York Life Experience December 2007 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life December 2007 - Present
Education
University of California, Santa Cruz 2000 — 2004
New York Life December 2007 - Present
Education
University of California, Santa Cruz 2000 — 2004
James Logan Ostrander, MBA CLTC's New York Life Experience 1993 - Present
Job New York Life
Industry Financial Services
Experience
New York Life 1993 - Present
New York Life Insurance Company 1993 - Present
New York Life Insurance Company December 1992 - Present
Skills
Investments, Insurance, Employee Benefits, Financial Analysis, Budgets, Strategic Planning, Finance, Estate Planning, Portfolio Management, Strategic Financial..., Retirement Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1990 — 1991
University of California, Riverside 1986 — 1991
New York Life 1993 - Present
New York Life Insurance Company 1993 - Present
New York Life Insurance Company December 1992 - Present
Skills
Investments, Insurance, Employee Benefits, Financial Analysis, Budgets, Strategic Planning, Finance, Estate Planning, Portfolio Management, Strategic Financial..., Retirement Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1990 — 1991
University of California, Riverside 1986 — 1991
Karen Zhong, FSA, MAAA's New York Life Experience 2010 - 2012
Job Life Actuary: ERM | ALM | Pricing | Product Dev | Consulting
Industry Financial Services
Experience
AIG 2012 - Present
New York Life 2010 - 2012
New York Life Insurance Company 2007 - 2010
New York Life Insurance Company 2005 - 2007
New York Life Insurance Company 2003 - 2005
Tillinghast-Towers Perrin 2001 - 2003
Skills
Risk Management, Pricing/Product..., Asset/Liability Modeling, Actuarial Modeling..., Asset Modeling/Finance..., Stochastic Modeling, Stochastic Simulation, Financial Risk, Investments, Fixed Income, Enterprise Risk..., Actuarial Science, Life Insurance, Reinsurance
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science (BS), Actuarial Science (Concentration in Finance), 3.7/4.0
AIG 2012 - Present
New York Life 2010 - 2012
New York Life Insurance Company 2007 - 2010
New York Life Insurance Company 2005 - 2007
New York Life Insurance Company 2003 - 2005
Tillinghast-Towers Perrin 2001 - 2003
Skills
Risk Management, Pricing/Product..., Asset/Liability Modeling, Actuarial Modeling..., Asset Modeling/Finance..., Stochastic Modeling, Stochastic Simulation, Financial Risk, Investments, Fixed Income, Enterprise Risk..., Actuarial Science, Life Insurance, Reinsurance
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science (BS), Actuarial Science (Concentration in Finance), 3.7/4.0
Mamadou Toure's New York Life Experience June 2008 - January 2011
Job Financial Professional
Industry Financial Services
Experience
Mutual of Omaha January 2011 - Present
New York Life June 2008 - January 2011
New York Life 2008 - January 2011
Guidance Financial Group September 2003 - December 2006
Skills
Investments, Insurance, Financial Planning, Financial Analysis, Banking, Strategic Financial..., Retirement, Business Strategy, Life Insurance, Finance, Mortgage Lending, Risk Management, CRM, Asset Management, Financial Risk, Retirement Planning, Corporate Finance, Mutual Funds, Analysis, Wealth Management, Financial Services
Education
Université Lumière (Lyon II) 1983 — 1984
Diploma Superior Specialized in Studying, Economics Forecasting
Université Paris X Nanterre 1981 — 1983
Master, Econometrics
Mutual of Omaha January 2011 - Present
New York Life June 2008 - January 2011
New York Life 2008 - January 2011
Guidance Financial Group September 2003 - December 2006
Skills
Investments, Insurance, Financial Planning, Financial Analysis, Banking, Strategic Financial..., Retirement, Business Strategy, Life Insurance, Finance, Mortgage Lending, Risk Management, CRM, Asset Management, Financial Risk, Retirement Planning, Corporate Finance, Mutual Funds, Analysis, Wealth Management, Financial Services
Education
Université Lumière (Lyon II) 1983 — 1984
Diploma Superior Specialized in Studying, Economics Forecasting
Université Paris X Nanterre 1981 — 1983
Master, Econometrics
Kim Nipple's New York Life Experience December 2005 - August 2008
Job Owner/Operator Denver Dogger, LLC.
Industry Consumer Services
Experience
Denver Dogger, LLC October 2009 - Present
PeopleFirst Hospice September 2013 - June 2014
Liberty Investment Properties August 2008 - May 2009
New York Life December 2005 - August 2008
Education
Iliff School of Theology 2010 — 2014
M. Div., MTS
University of Colorado at Boulder 1996 — 2001
B.A.
Denver Dogger, LLC October 2009 - Present
PeopleFirst Hospice September 2013 - June 2014
Liberty Investment Properties August 2008 - May 2009
New York Life December 2005 - August 2008
Education
Iliff School of Theology 2010 — 2014
M. Div., MTS
University of Colorado at Boulder 1996 — 2001
B.A.
Britt Waldron's New York Life Experience Financial Services ProfessionalNew York LifeJune 2005 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Financial Services ProfessionalNew York LifeJune 2005 - Present
Education
University of Florida 1976 — 1981
New York Life Financial Services ProfessionalNew York LifeJune 2005 - Present
Education
University of Florida 1976 — 1981
Paul Zell's New York Life Experience April 2009 - Present
Job agent at New York Life
Industry Insurance
Experience
New York Life April 2009 - Present
PinPoint Office Solutions January 2007 - Present
Education
The University of Kansas 1981 — 1985
Liberal Arts, Business
New York Life April 2009 - Present
PinPoint Office Solutions January 2007 - Present
Education
The University of Kansas 1981 — 1985
Liberal Arts, Business
Joel Gueck's New York Life Experience Director of DevelopmentNew York Life Insurance CompanyFebruary 2005 - Present
Job Director of Development at New York Life Insurance Company
Industry Insurance
Experience
New York Life Director of DevelopmentNew York Life Insurance CompanyFebruary 2005 - Present
Skills
Curriculum Development, Financial Services, Instructor-led Training, Insurance, Team Leadership, Public Speaking, Sales Process, Strategic Planning, Training Delivery, CLU, ChFC, CASL, LUTCF
Education
Union College (NE) 1986 — 1991
Bachelor of Applied Science (BASc), Business Administration and Management, General
New York Life Director of DevelopmentNew York Life Insurance CompanyFebruary 2005 - Present
Skills
Curriculum Development, Financial Services, Instructor-led Training, Insurance, Team Leadership, Public Speaking, Sales Process, Strategic Planning, Training Delivery, CLU, ChFC, CASL, LUTCF
Education
Union College (NE) 1986 — 1991
Bachelor of Applied Science (BASc), Business Administration and Management, General
Karen Cahilly's New York Life Experience 1993 - 1995
Job Experienced health care quality professional
Industry Hospital & Health Care
Experience
The Methodist Hospital September 2008 - Present
St. Luke's Episcopal Hospital December 1995 - September 2008
St. Luke's Episcopal Health System 1995 - 2008
New York Life 1993 - 1995
Education
The University of Texas Health Science Center at Houston 2001 — 2008
MPH, Health Service Organizations
The Methodist Hospital September 2008 - Present
St. Luke's Episcopal Hospital December 1995 - September 2008
St. Luke's Episcopal Health System 1995 - 2008
New York Life 1993 - 1995
Education
The University of Texas Health Science Center at Houston 2001 — 2008
MPH, Health Service Organizations
Barry Cook, CLU, ChFC, CLTC's New York Life Experience June 1983 - Present
Job Agent at New York Life
Industry Financial Services
Experience
New York Life June 1983 - Present
Walter E Heller & Co July 1975 - June 1983
Skills
Long Term Care
Education
University of Arizona 1964 — 1967
BA, Secondary Education
New York Life June 1983 - Present
Walter E Heller & Co July 1975 - June 1983
Skills
Long Term Care
Education
University of Arizona 1964 — 1967
BA, Secondary Education
Marcus Rivera's New York Life Experience March 2008 - Present
Job Agent at New York Life
Industry Insurance
Experience
Rivera Businesses Holdings LLC December 2011 - Present
New York Life March 2008 - Present
New York Life Advanced Markets Network July 2006 - July 2007
Education
University of Kansas 2005 — 2008
Friends university 2004 — 2005
Rivera Businesses Holdings LLC December 2011 - Present
New York Life March 2008 - Present
New York Life Advanced Markets Network July 2006 - July 2007
Education
University of Kansas 2005 — 2008
Friends university 2004 — 2005
Blake Worley's New York Life Experience 2006 - Present
Job financial services professional at New York Life
Industry Financial Services
Experience
New York Life 2006 - Present
Education
University of California, Los Angeles 1998 — 2002
Sociology
New York Life 2006 - Present
Education
University of California, Los Angeles 1998 — 2002
Sociology
Howard Brezak's New York Life Experience September 1988 - September 1992
Job VP, Divisional Sales Manager at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services February 2014 - Present
Ohio National Financial Services June 2012 - Present
Merrill Lynch May 2007 - August 2012
Merrill Lynch October 1994 - May 2007
Kidder Peabody September 1993 - September 1994
J&W Seligman September 1992 - September 1993
New York Life September 1988 - September 1992
Skills
401k, Retirement Plan..., Profit Sharing, Defined Benefit, 403 b, Deferred Compensation, Sales Presentations, Financial Advisory, Asset Allocation, Retirement, IRAs, Fixed Annuities, Mutual Funds, Investments, Wealth Management, Series 63, Retirement Planning, Series 7, Qualified Retirement..., ERISA, Pensions, Management, Series 6, Defined Contribution, Employee Benefits
Education
State University of New York at Buffalo 1984 — 1988
Bachelor of Arts (B.A.)
Ohio National Financial Services February 2014 - Present
Ohio National Financial Services June 2012 - Present
Merrill Lynch May 2007 - August 2012
Merrill Lynch October 1994 - May 2007
Kidder Peabody September 1993 - September 1994
J&W Seligman September 1992 - September 1993
New York Life September 1988 - September 1992
Skills
401k, Retirement Plan..., Profit Sharing, Defined Benefit, 403 b, Deferred Compensation, Sales Presentations, Financial Advisory, Asset Allocation, Retirement, IRAs, Fixed Annuities, Mutual Funds, Investments, Wealth Management, Series 63, Retirement Planning, Series 7, Qualified Retirement..., ERISA, Pensions, Management, Series 6, Defined Contribution, Employee Benefits
Education
State University of New York at Buffalo 1984 — 1988
Bachelor of Arts (B.A.)
Kari Willoughby's New York Life Experience April 2014 - September 2014
Job Spherion Professional Services
Industry Executive Office
Experience
Crescent Electric Supply Company November 2014 - Present
New York Life April 2014 - September 2014
CapTel September 2008 - January 2014
High Point Christian School August 2002 - August 2008
University of WI Extension October 2000 - September 2001
Skills
Telecommunications, Team Leadership, Troubleshooting, Strategic Communications, Customer Service, VoIP, Employee Training, Account Management, Strategic Planning, Analysis, Team Building, Public Speaking, Event Planning, Teaching, Fundraising
Education
UW-Madison 1979 — 1982
Bachelor of Science (B.S.), Education-Major in English, Minor in Health, 3.5
Trinity Christian College 1978 — 1978
Crescent Electric Supply Company November 2014 - Present
New York Life April 2014 - September 2014
CapTel September 2008 - January 2014
High Point Christian School August 2002 - August 2008
University of WI Extension October 2000 - September 2001
Skills
Telecommunications, Team Leadership, Troubleshooting, Strategic Communications, Customer Service, VoIP, Employee Training, Account Management, Strategic Planning, Analysis, Team Building, Public Speaking, Event Planning, Teaching, Fundraising
Education
UW-Madison 1979 — 1982
Bachelor of Science (B.S.), Education-Major in English, Minor in Health, 3.5
Trinity Christian College 1978 — 1978
Nathan Hooks's New York Life Experience January 2002 - Present
Job Financial Services Professional at New York Life
Industry Insurance
Experience
New York Life January 2002 - Present
Education
University of Central Missouri 1966 — 1971
B.S., Marketing
New York Life January 2002 - Present
Education
University of Central Missouri 1966 — 1971
B.S., Marketing
James D. (Jim) Walsh's New York Life Experience January 1995 - October 1996
Job Photographer
Industry Financial Services
Experience
James Walsh Photography April 2012 - Present
Department of Commerce - Bureau of the Census June 2009 - July 2011
HealthMarkets February 2003 - November 2008
HealthMarkets August 2006 - August 2007
Atlantic Data Services February 1998 - January 2003
New York Life January 1995 - October 1996
Bank of America March 1987 - June 1994
First Gibraltar Bank 1985 - 1994
First Texas Savings 1980 - 1985
Skills
Project Management, Change Management, Program Management, Project Planning, MS Project, Training, Operations Management, Visio, Banking, PMO, Leadership, Strategic Planning, Software Development, SDLC, Integration, Budgets, SharePoint, Management, Process Improvement, Business Analysis, Sales, Outsourcing, Customer Service, Business Process..., New Business Development
Education
The University of Texas at Austin 1965 — 1969
BA, Economics, Business
James Walsh Photography April 2012 - Present
Department of Commerce - Bureau of the Census June 2009 - July 2011
HealthMarkets February 2003 - November 2008
HealthMarkets August 2006 - August 2007
Atlantic Data Services February 1998 - January 2003
New York Life January 1995 - October 1996
Bank of America March 1987 - June 1994
First Gibraltar Bank 1985 - 1994
First Texas Savings 1980 - 1985
Skills
Project Management, Change Management, Program Management, Project Planning, MS Project, Training, Operations Management, Visio, Banking, PMO, Leadership, Strategic Planning, Software Development, SDLC, Integration, Budgets, SharePoint, Management, Process Improvement, Business Analysis, Sales, Outsourcing, Customer Service, Business Process..., New Business Development
Education
The University of Texas at Austin 1965 — 1969
BA, Economics, Business
Brian Ladyko's New York Life Experience February 2009 - Present
Job Agent at New York Life
Industry Broadcast Media
Experience
New York Life February 2009 - Present
New York Life Insurance Company 2009 - Present
Petry Media June 1998 - November 2008
unemployed June 1998 - November 2008
Seltel 1988 - 1998
Katz Media Group 1983 - 1997
Education
The University of Kansas 1977 — 1981
The University of Kansas 1976 — 1980
Bachelor of science, Broadcast Journalism
New York Life February 2009 - Present
New York Life Insurance Company 2009 - Present
Petry Media June 1998 - November 2008
unemployed June 1998 - November 2008
Seltel 1988 - 1998
Katz Media Group 1983 - 1997
Education
The University of Kansas 1977 — 1981
The University of Kansas 1976 — 1980
Bachelor of science, Broadcast Journalism
Greg Loosigian's New York Life Experience April 2008 - Present
Job Agent Registered Representative at New York Lifw
Industry Insurance
Experience
New York Life April 2008 - Present
Education
University of Bridgeport 1970 — 1974
B S, History / Education
New York Life April 2008 - Present
Education
University of Bridgeport 1970 — 1974
B S, History / Education
Rolf Mogstad's New York Life Experience May 2000 - July 2007
Job Managing Director at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group July 2007 - Present
New York Life May 2000 - July 2007
Fidelity Investments May 1994 - May 2000
United States Marine Corps June 1987 - May 1993
Skills
Series 6, Series 63, Series 7, 401k, Management, Leadership, Retirement Planning, Alternative Investments, Financial Advisory, Wealth Management, Retirement, Portfolio Management, Asset Allocation, Investments, CRM, Mutual Funds, Equities, Financial Services, Fixed Annuities, Securities, Insurance, Asset Management, Life Insurance, FINRA, Strategic Financial..., Series 24, Investment Advisory, Relationship Management
Education
University of Hartford 1988 — 1994
BS BA, Business, Marketing
MassMutual Financial Group July 2007 - Present
New York Life May 2000 - July 2007
Fidelity Investments May 1994 - May 2000
United States Marine Corps June 1987 - May 1993
Skills
Series 6, Series 63, Series 7, 401k, Management, Leadership, Retirement Planning, Alternative Investments, Financial Advisory, Wealth Management, Retirement, Portfolio Management, Asset Allocation, Investments, CRM, Mutual Funds, Equities, Financial Services, Fixed Annuities, Securities, Insurance, Asset Management, Life Insurance, FINRA, Strategic Financial..., Series 24, Investment Advisory, Relationship Management
Education
University of Hartford 1988 — 1994
BS BA, Business, Marketing
John Neal's New York Life Experience January 1982 - June 1996
Job Sr. Director at EyeMed Vision Care Retired
Industry Insurance
Experience
EyeMed Vision Care January 2014 - Present
EyeMed Vision Care June 2004 - Present
Luxottica - EyeMed June 2004 - May 2011
Aetna Health Plans October 1996 - 2001
New York Life January 1982 - June 1996
Skills
Insurance, Sales Management, Account Management, New Business Development, Team Building, hiring sales, Sales, Salesforce.com, Marketing Strategy, Retail, Direct Sales, Customer Retention, Customer Service, Leadership, Cross-functional Team..., Coaching, Management, Employee Benefits, Training, Marketing, Strategic Planning, Selling, Process Improvement, Strategy, Competitive Analysis, Health Insurance
Education
University of Denver 1968 — 1972
Philosophy & skiing, BA
Longmeadow High School 1964 — 1968
General Studies
EyeMed Vision Care January 2014 - Present
EyeMed Vision Care June 2004 - Present
Luxottica - EyeMed June 2004 - May 2011
Aetna Health Plans October 1996 - 2001
New York Life January 1982 - June 1996
Skills
Insurance, Sales Management, Account Management, New Business Development, Team Building, hiring sales, Sales, Salesforce.com, Marketing Strategy, Retail, Direct Sales, Customer Retention, Customer Service, Leadership, Cross-functional Team..., Coaching, Management, Employee Benefits, Training, Marketing, Strategic Planning, Selling, Process Improvement, Strategy, Competitive Analysis, Health Insurance
Education
University of Denver 1968 — 1972
Philosophy & skiing, BA
Longmeadow High School 1964 — 1968
General Studies
Malka Grossman's New York Life Experience July 2013 - Present
Job Agent at New York Life
Industry Executive Office
Experience
New York Life July 2013 - Present
Yeshiva of Belle Harbor September 2011 - Present
Property Manager/Self Employed January 2010 - July 2013
NYNCSY September 2007 - January 2009
Soille San Diego Hebew Day School September 2000 - December 2007
Skills
Administrative..., Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Strategic Planning, Outlook, PowerPoint, Process Scheduler, System Administration, Research, Accounts Payable, Accounts Receivable, Sales, Team Leadership, Public Relations, Sales and PR with New..., Microsoft Office 2007,..., Teaching, Time Management
Education
Touro College 2008 — 2011
BA, Psychology & Liberal Arts
Grossmont College, California 2004 — 2006
Associate's degree, Child Development
New York Life July 2013 - Present
Yeshiva of Belle Harbor September 2011 - Present
Property Manager/Self Employed January 2010 - July 2013
NYNCSY September 2007 - January 2009
Soille San Diego Hebew Day School September 2000 - December 2007
Skills
Administrative..., Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Strategic Planning, Outlook, PowerPoint, Process Scheduler, System Administration, Research, Accounts Payable, Accounts Receivable, Sales, Team Leadership, Public Relations, Sales and PR with New..., Microsoft Office 2007,..., Teaching, Time Management
Education
Touro College 2008 — 2011
BA, Psychology & Liberal Arts
Grossmont College, California 2004 — 2006
Associate's degree, Child Development
Emily Blechman's New York Life Experience May 2001 - Present
Job Office Administrator at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group January 2010 - Present
New York Life May 2001 - Present
MassMutual 1991 - 1996
Skills
Public Speaking, Strategic Planning, Risk Management, Team Building, Insurance, Budgets, Customer Service, Training, Organizational..., Event Planning, Microsoft Office, Negotiation, Financial Analysis, Team Leadership, Organization Skills, Partnerships, Nonprofits
Education
The University of Texas at Austin 1976 — 1980
BS, Education
Principal Financial Group January 2010 - Present
New York Life May 2001 - Present
MassMutual 1991 - 1996
Skills
Public Speaking, Strategic Planning, Risk Management, Team Building, Insurance, Budgets, Customer Service, Training, Organizational..., Event Planning, Microsoft Office, Negotiation, Financial Analysis, Team Leadership, Organization Skills, Partnerships, Nonprofits
Education
The University of Texas at Austin 1976 — 1980
BS, Education
Joshua Roden's New York Life Experience November 2008 - Present
Job Financial Advisor at New York Life
Industry Financial Services
Experience
New York Life November 2008 - Present
Education
University of Illinois at Urbana-Champaign 2005 — 2007
Bachelor of Arts, Psychology
New York Life November 2008 - Present
Education
University of Illinois at Urbana-Champaign 2005 — 2007
Bachelor of Arts, Psychology
Jana Petersen Murphy's New York Life Experience January 2009 - 2012
Job President/Partner at JTS HOLDINGS, LLC and J&P LLP
Industry Commercial Real Estate
Experience
JTS HOLDINGS, LLC and J&P LLP July 2011 - Present
New York Life January 2009 - 2012
Mentor Medical Systems June 1990 - June 1993
BD August 1987 - June 1990
Skills
Education Funding, Series 65, Mortgage Marketing, Executive Benefit..., Managed Money, Financial Analysis, Bloomberg, Options, Retirement Planning, Asset Allocation
Education
The University of Texas at Dallas
Bachelor's degree, Finance and Economics
Washington University in St. Louis School of Medicine
Certified Ophthalmic Technician
JTS HOLDINGS, LLC and J&P LLP July 2011 - Present
New York Life January 2009 - 2012
Mentor Medical Systems June 1990 - June 1993
BD August 1987 - June 1990
Skills
Education Funding, Series 65, Mortgage Marketing, Executive Benefit..., Managed Money, Financial Analysis, Bloomberg, Options, Retirement Planning, Asset Allocation
Education
The University of Texas at Dallas
Bachelor's degree, Finance and Economics
Washington University in St. Louis School of Medicine
Certified Ophthalmic Technician
Jon Steinke's New York Life Experience Construction ManagerUniversal Forest ProductsMarch 1999 - August 2008
Job Agent at New York Life
Industry Insurance
Experience
New York Life Construction ManagerUniversal Forest ProductsMarch 1999 - August 2008
Education
United States Military Academy at West Point 1989 — 1993
Engineering Management, Systems Engineering
New York Life Construction ManagerUniversal Forest ProductsMarch 1999 - August 2008
Education
United States Military Academy at West Point 1989 — 1993
Engineering Management, Systems Engineering
Tom Nanna Tucci, CISA, CISSP's New York Life Experience April 2012 - November 2014
Job HIPAA Security Rule Technical Analyst at U.S. Department of Health and Human Services / Office for Civil Rights
Industry Information Technology and Services
Experience
U.S. Department of Health and Human Services / Office for Civil Rights (OCR) November 2014 - Present
Lockheed Martin November 2014 - Present
New York Life April 2012 - November 2014
Freddie Mac June 2010 - March 2012
Deloitte & Touche August 2005 - May 2009
SUNY Albany August 2004 - May 2005
Skills
IT Audit, Sarbanes-Oxley Act, CISA, Auditing, Information Technology, IT Risk Management, Business Process, Security, Risk Management, Information Security, CISSP, Financial Risk, IT Strategy, Internal Controls, IT GRC, Internal Audit, Process Improvement, Enterprise Architecture, Governance, SAS70, SSAE16, ISO 27001, Information Security..., PCI DSS, Risk Assessment, Vulnerability Assessment, Vulnerability Management, Exception Management, HIPAA Security Rule
Education
University at Albany, SUNY 2004 — 2005
Master of Science, Accounting
University at Albany, SUNY 2000 — 2004
Bachelor of Science, Business Administration: Finance/MIS Dual Concentrations
U.S. Department of Health and Human Services / Office for Civil Rights (OCR) November 2014 - Present
Lockheed Martin November 2014 - Present
New York Life April 2012 - November 2014
Freddie Mac June 2010 - March 2012
Deloitte & Touche August 2005 - May 2009
SUNY Albany August 2004 - May 2005
Skills
IT Audit, Sarbanes-Oxley Act, CISA, Auditing, Information Technology, IT Risk Management, Business Process, Security, Risk Management, Information Security, CISSP, Financial Risk, IT Strategy, Internal Controls, IT GRC, Internal Audit, Process Improvement, Enterprise Architecture, Governance, SAS70, SSAE16, ISO 27001, Information Security..., PCI DSS, Risk Assessment, Vulnerability Assessment, Vulnerability Management, Exception Management, HIPAA Security Rule
Education
University at Albany, SUNY 2004 — 2005
Master of Science, Accounting
University at Albany, SUNY 2000 — 2004
Bachelor of Science, Business Administration: Finance/MIS Dual Concentrations
Maggie DeCesare's New York Life Experience
Job VP at New York Life (retired)
Industry Information Technology and Services
Experience
New York Life
Skills
SDLC, Financial Services, Insurance, Risk Management, Retirement, Project Management, Business Analysis
Education
University at Albany, SUNY 1972 — 1976
BS, Mathematics, Computer Science, Art
New York Life
Skills
SDLC, Financial Services, Insurance, Risk Management, Retirement, Project Management, Business Analysis
Education
University at Albany, SUNY 1972 — 1976
BS, Mathematics, Computer Science, Art
Daniel S Mattler's New York Life Experience January 2002 - Present
Job Manager at New York Life
Industry Insurance
Experience
New York Life January 2002 - Present
NEW YORK LIFE INSURANCE 1982 - Present
Skills
Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Long-term Care, Retirement Planning, Term Life Insurance, Retirement, Whole Life, Long Term Care Insurance, IRAs, Universal Life, Investments
Education
SUNY at Buffalo 1980 — 1982
Bachelor of Science (BS), Business/Finance
New York Life January 2002 - Present
NEW YORK LIFE INSURANCE 1982 - Present
Skills
Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Long-term Care, Retirement Planning, Term Life Insurance, Retirement, Whole Life, Long Term Care Insurance, IRAs, Universal Life, Investments
Education
SUNY at Buffalo 1980 — 1982
Bachelor of Science (BS), Business/Finance
J.A. Gonzalez's New York Life Experience February 2009 - September 2009
Job AVP, Senior Merchant Specialist at Bank of America
Industry Banking
Experience
Bank of America September 2009 - Present
New York Life February 2009 - September 2009
RBS Citizens Bank (auto division) May 2006 - February 2009
Education
The University of Texas at San Antonio
Bank of America September 2009 - Present
New York Life February 2009 - September 2009
RBS Citizens Bank (auto division) May 2006 - February 2009
Education
The University of Texas at San Antonio
Szewan Ng's New York Life Experience May 2009 - December 2009
Job Associate Business Analyst at Synovate Business Consulting
Industry Hospital & Health Care
Experience
Synovate Business Consulting December 2010 - Present
United Health Care December 2009 - August 2010
New York Life May 2009 - December 2009
Windham Hospital January 2009 - May 2009
YOR.com September 2005 - September 2006
Education
University of Connecticut 2004 — 2009
Bachelor, Nutritional Science
Synovate Business Consulting December 2010 - Present
United Health Care December 2009 - August 2010
New York Life May 2009 - December 2009
Windham Hospital January 2009 - May 2009
YOR.com September 2005 - September 2006
Education
University of Connecticut 2004 — 2009
Bachelor, Nutritional Science
Marianne Sy's New York Life Experience November 1997 - April 1998
Job Demand Response Customer Programs Advisor II at SDG&E
Industry Utilities
Experience
Sempra, SDG&E June 2012 - Present
Sempra Energy - SDG&E March 2005 - June 2012
SDG&E May 2003 - March 2005
BD Biosciences PharMingen January 2003 - May 2004
Jenny Craig Headquarters November 2002 - December 2002
3E Company, Inc January 2001 - June 2001
New York Life November 1997 - April 1998
Navy July 1997 - September 1997
Skills
Green Building, Sustainable Design, Demand Response, Energy, Energy Efficiency, Recruiting, Management
Education
University of California, Riverside 1994 — 1998
B.S, Business Administration; Marketing and Finance
Nile C. Kinnick High, Yokosuka, Japan 1990 — 1993
Sempra, SDG&E June 2012 - Present
Sempra Energy - SDG&E March 2005 - June 2012
SDG&E May 2003 - March 2005
BD Biosciences PharMingen January 2003 - May 2004
Jenny Craig Headquarters November 2002 - December 2002
3E Company, Inc January 2001 - June 2001
New York Life November 1997 - April 1998
Navy July 1997 - September 1997
Skills
Green Building, Sustainable Design, Demand Response, Energy, Energy Efficiency, Recruiting, Management
Education
University of California, Riverside 1994 — 1998
B.S, Business Administration; Marketing and Finance
Nile C. Kinnick High, Yokosuka, Japan 1990 — 1993
Patricia Goldin-Rayborn's New York Life Experience July 2001 - Present
Job
Industry Financial Services
Experience
New York Life July 2001 - Present
New York Life Insurance November 2003 - December 2006
Alfa Insurance October 1999 - June 2001
STANDARD OFFICE SUPPLY March 1996 - October 1999
MOORE BUSINESS FORMS August 1985 - March 1996
Education
The University of Southern Mississippi 1975 — 1980
Bachelor of Science, Business Administration; Marketing Management
New York Life July 2001 - Present
New York Life Insurance November 2003 - December 2006
Alfa Insurance October 1999 - June 2001
STANDARD OFFICE SUPPLY March 1996 - October 1999
MOORE BUSINESS FORMS August 1985 - March 1996
Education
The University of Southern Mississippi 1975 — 1980
Bachelor of Science, Business Administration; Marketing Management
Jaime Carrasco's New York Life Experience September 2011 - July 2014
Job Account Executive
Industry Insurance
Experience
Colonial Life July 2014 - Present
Prudential Overall Supply August 2014 - July 2015
New York Life September 2011 - July 2014
MerKadoTeknia Research and Consulting LLC October 2008 - August 2011
Alcon Laboratories, Inc. May 2008 - September 2008
Pfizer May 2006 - August 2007
Skills
Marketing, Sales Management, Marketing Strategy, Social Media Marketing, Sales, Leadership, Customer Service, Social Media, Social Networking, Account Management, Public Relations, New Business Development, Team Building, Public Speaking, Strategic Planning, Marketing Communications, Sales Operations, Event Planning
Education
The University of Texas at El Paso 2004 — 2009
B.B.A., Marketing & Management
Colonial Life July 2014 - Present
Prudential Overall Supply August 2014 - July 2015
New York Life September 2011 - July 2014
MerKadoTeknia Research and Consulting LLC October 2008 - August 2011
Alcon Laboratories, Inc. May 2008 - September 2008
Pfizer May 2006 - August 2007
Skills
Marketing, Sales Management, Marketing Strategy, Social Media Marketing, Sales, Leadership, Customer Service, Social Media, Social Networking, Account Management, Public Relations, New Business Development, Team Building, Public Speaking, Strategic Planning, Marketing Communications, Sales Operations, Event Planning
Education
The University of Texas at El Paso 2004 — 2009
B.B.A., Marketing & Management
Ernest Fierro's New York Life Experience June 2005 - April 2010
Job Business Services Manager at Workfoce Solutions
Industry Nonprofit Organization Management
Experience
Workforce Solutions May 2010 - May 2011
Workforce Solutions April 2010 - May 2011
New York Life June 2005 - April 2010
New York Life June 2005 - April 2010
American Eagle January 2005 - January 2010
American Eagle January 2001 - June 2006
Disney Inc January 2001 - January 2005
Gap Inc January 2000 - January 2001
Disney Store Inc January 1997 - January 2000
Gap Kids Inc January 1995 - January 1997
Skills
Employee Training, Recruiting
Education
University of Texas at
Criminal Justice
The University of Texas at El Paso
B.S, Criminal Justice
Workforce Solutions May 2010 - May 2011
Workforce Solutions April 2010 - May 2011
New York Life June 2005 - April 2010
New York Life June 2005 - April 2010
American Eagle January 2005 - January 2010
American Eagle January 2001 - June 2006
Disney Inc January 2001 - January 2005
Gap Inc January 2000 - January 2001
Disney Store Inc January 1997 - January 2000
Gap Kids Inc January 1995 - January 1997
Skills
Employee Training, Recruiting
Education
University of Texas at
Criminal Justice
The University of Texas at El Paso
B.S, Criminal Justice
Miles Tatum's New York Life Experience April 2013 - July 2014
Job Agent
Industry Financial Services
Experience
New York Life April 2013 - July 2014
Greendot public schools March 2010 - June 2012
Greendot Public Schools January 2010 - June 2012
VXI September 2009 - March 2010
EmployerA-1 Realty June 2008 - June 2009
Horton & Converse Pharmacy January 2007 - June 2007
Private medical practice July 2006 - January 2007
Education
University of California, Santa Barbara 2007 — 2009
a Bachelor of Arts, History
New York Life April 2013 - July 2014
Greendot public schools March 2010 - June 2012
Greendot Public Schools January 2010 - June 2012
VXI September 2009 - March 2010
EmployerA-1 Realty June 2008 - June 2009
Horton & Converse Pharmacy January 2007 - June 2007
Private medical practice July 2006 - January 2007
Education
University of California, Santa Barbara 2007 — 2009
a Bachelor of Arts, History