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
Marc Larrea Marc Larrea's New York Life Experience 2010 - 2013
Job Financial Advisor at Forest Hills Financial Group
Industry Financial Services
Experience
New York Life 2010 - 2013
Edward Jones 2008 - 2010
Nationwide Lending Corporation 2004 - 2008
Education
University of Nevada-Reno
Bachelor of Arts, Communications, French
New York Life 2010 - 2013
Edward Jones 2008 - 2010
Nationwide Lending Corporation 2004 - 2008
Education
University of Nevada-Reno
Bachelor of Arts, Communications, French
Dennis Eckmeyer Dennis Eckmeyer's New York Life Experience September 2004 - Present
Job Financial Adviser at New York Life
Industry Financial Services
Experience
New York Life September 2004 - Present
Prudential Financial January 1987 - August 2004
Skills
Retirement Planning, Asset Managment, Insurance, IRAs, Investments, Fixed Annuities, Retirement, Financial Planners, Investment Advisory, Asset Management, Long-term Care, Strategic Financial..., Employee Benefits, Estate Planning, Series 63, Finance, Health Insurance, Life Insurance, Asset Protection, Financial Goals, Wealth Accumulation, Securities, Series 7, Mortgage Lending, 401k, Long Term Care Insurance, Disability Insurance, Mutual Funds, Series 6, College Savings Plans, Small Business, Roth IRA, Term Life Insurance, Variable Annuities, Wealth, Whole Life, 401k Rollovers, Wealth Preservation..., Financial Advisory, Annuity Sales, Wealth Management, Asset Allocation, Bonds, Investment Strategies, Universal Life, Alternative Investments, Saving for Education, Financial Planning
Education
University of Nevada-Reno 1978 — 1983
BS, Agriculture Major, Business Minor
New York Life September 2004 - Present
Prudential Financial January 1987 - August 2004
Skills
Retirement Planning, Asset Managment, Insurance, IRAs, Investments, Fixed Annuities, Retirement, Financial Planners, Investment Advisory, Asset Management, Long-term Care, Strategic Financial..., Employee Benefits, Estate Planning, Series 63, Finance, Health Insurance, Life Insurance, Asset Protection, Financial Goals, Wealth Accumulation, Securities, Series 7, Mortgage Lending, 401k, Long Term Care Insurance, Disability Insurance, Mutual Funds, Series 6, College Savings Plans, Small Business, Roth IRA, Term Life Insurance, Variable Annuities, Wealth, Whole Life, 401k Rollovers, Wealth Preservation..., Financial Advisory, Annuity Sales, Wealth Management, Asset Allocation, Bonds, Investment Strategies, Universal Life, Alternative Investments, Saving for Education, Financial Planning
Education
University of Nevada-Reno 1978 — 1983
BS, Agriculture Major, Business Minor
Rick Huffman Rick Huffman's New York Life Experience March 2009 - January 2012
Job Director of Sales and Public Relations
Industry Events Services
Experience
SMG Sioux Falls - Denny Sanford PREMIER Center, SF Arena & Convention Center, Orpheum Theater Center January 2012 - Present
Big Brothers Big Sisters 2011 - Present
Sioux Empire Community Theater 2002 - Present
New York Life March 2009 - January 2012
ADwerks, Inc. November 2004 - January 2009
Washington Pavilion of Arts & Science 1999 - 2005
Southeastern Behavioral Health 1995 - 2000
KELO TV December 1989 - July 1996
Skills
Marketing Communications, Public Relations, Public Speaking, Direct Sales, Fundraising, Special Events, Acting, Singing, Performing Arts, Event Management, Advertising, Training, Nonprofits, Strategic Planning, Email Marketing, Customer Service, Leadership, Marketing Strategy, Marketing, New Business Development, Microsoft Office, Social Networking, Small Business, Account Management, Newsletters, Social Media Marketing, Social Media, Sales, Theatre, Sales Management, Editing, Event Planning, Musical Theatre, Team Building, Press Releases, Radio, Blogging, Facebook, Sales Presentations, Media Relations, Non-profits, Television, Teaching, Entertainment, Coaching, Publicity, Copywriting, Creative Writing, Management
Education
University of Nebraska at Omaha 1979 — 1984
B.A., Mass Communications
Papillion LaVista High School 1975 — 1978
SMG Sioux Falls - Denny Sanford PREMIER Center, SF Arena & Convention Center, Orpheum Theater Center January 2012 - Present
Big Brothers Big Sisters 2011 - Present
Sioux Empire Community Theater 2002 - Present
New York Life March 2009 - January 2012
ADwerks, Inc. November 2004 - January 2009
Washington Pavilion of Arts & Science 1999 - 2005
Southeastern Behavioral Health 1995 - 2000
KELO TV December 1989 - July 1996
Skills
Marketing Communications, Public Relations, Public Speaking, Direct Sales, Fundraising, Special Events, Acting, Singing, Performing Arts, Event Management, Advertising, Training, Nonprofits, Strategic Planning, Email Marketing, Customer Service, Leadership, Marketing Strategy, Marketing, New Business Development, Microsoft Office, Social Networking, Small Business, Account Management, Newsletters, Social Media Marketing, Social Media, Sales, Theatre, Sales Management, Editing, Event Planning, Musical Theatre, Team Building, Press Releases, Radio, Blogging, Facebook, Sales Presentations, Media Relations, Non-profits, Television, Teaching, Entertainment, Coaching, Publicity, Copywriting, Creative Writing, Management
Education
University of Nebraska at Omaha 1979 — 1984
B.A., Mass Communications
Papillion LaVista High School 1975 — 1978
Thomas Marks CA INS LIC #0B60279 Thomas Marks CA INS LIC #0B60279's New York Life Experience July 1995 - Present
Job Agent with New York Life insurance Company Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life July 1995 - Present
New York LIfe 2001 - 2012
Skills
Insurance, Finance, Accounting, Fixed Annuities, Securities, Retirement Planning, Retirement
Education
University of La Verne 1991 — 1993
Finance
The American College
Currently studying for my ChFc designation
New York Life July 1995 - Present
New York LIfe 2001 - 2012
Skills
Insurance, Finance, Accounting, Fixed Annuities, Securities, Retirement Planning, Retirement
Education
University of La Verne 1991 — 1993
Finance
The American College
Currently studying for my ChFc designation
Lynnette Finklea Lynnette Finklea's New York Life Experience September 2011 - October 2012
Job Senior Risk Management Analyst at State Farm
Industry Insurance
Experience
State Farm May 2015 - Present
Hondros College June 2012 - May 2015
Farmers Insurance January 2013 - January 2014
New York Life September 2011 - October 2012
New York Life September 2011 - October 2012
American Family Insurance DBA: Lynnette Finklea Agency October 2006 - August 2011
Lynnette Finklea Agency of American Family Insurance October 2006 - August 2011
McDonald Investments Inc February 2001 - September 2006
KeyCorp 1998 - 2006
KeyCorp October 1998 - February 2001
Skills
Faculty Training, Insurance, Process Improvement, Training, Risk Management, Program Management, Management, Recruiting, Life Insurance, Investments, Sales, Banking, Analysis, Property & Casualty..., Underwriting, Customer Service, Customer Satisfaction, Leadership Development, Employee Benefits, Retirement Planning, Financial Risk, Strategic Planning, Long-term Care, Marketing, Small Business, Coaching, Policy, Leadership, Mutual Funds, Public Speaking, Commercial Insurance, Team Building, Disability Insurance, Finance, Retirement, Software Documentation, Financial Services, Negotiation, Customer Retention, Business Planning, Term Life Insurance, Health Insurance, Sales Management, Selling, Operations Management, Credit, Call Centers, Fundraising, CRM, Fixed Annuities
Education
University of Maryland University College 2000 — 2005
Degree, Business Administration
State of Ohio Department of Education Substitute
University of Maryland University College, College
Bachelor of Science, Business Management
State Farm May 2015 - Present
Hondros College June 2012 - May 2015
Farmers Insurance January 2013 - January 2014
New York Life September 2011 - October 2012
New York Life September 2011 - October 2012
American Family Insurance DBA: Lynnette Finklea Agency October 2006 - August 2011
Lynnette Finklea Agency of American Family Insurance October 2006 - August 2011
McDonald Investments Inc February 2001 - September 2006
KeyCorp 1998 - 2006
KeyCorp October 1998 - February 2001
Skills
Faculty Training, Insurance, Process Improvement, Training, Risk Management, Program Management, Management, Recruiting, Life Insurance, Investments, Sales, Banking, Analysis, Property & Casualty..., Underwriting, Customer Service, Customer Satisfaction, Leadership Development, Employee Benefits, Retirement Planning, Financial Risk, Strategic Planning, Long-term Care, Marketing, Small Business, Coaching, Policy, Leadership, Mutual Funds, Public Speaking, Commercial Insurance, Team Building, Disability Insurance, Finance, Retirement, Software Documentation, Financial Services, Negotiation, Customer Retention, Business Planning, Term Life Insurance, Health Insurance, Sales Management, Selling, Operations Management, Credit, Call Centers, Fundraising, CRM, Fixed Annuities
Education
University of Maryland University College 2000 — 2005
Degree, Business Administration
State of Ohio Department of Education Substitute
University of Maryland University College, College
Bachelor of Science, Business Management
Jason Suazo's New York Life Experience July 2012 - August 2013
Job Aquisition and Supply Chain Management
Industry Logistics and Supply Chain
Experience
US Navy Reserve September 2009 - Present
Philips Consumer Lifestyle April 2014 - August 2014
New York Life July 2012 - August 2013
TD Bank December 2004 - July 2012
Skills
Retirement Planning, Wealth Management, Life Insurance, Banking, IRAs, Management, Investments, Wealth Accumulation, Pensions, Mutual Funds, Logistics
Education
University of Maryland University College 2015 — 2017
Master's Degree, Logistics, Materials, and Supply Chain Management
Baruch College 2008 — 2012
Bachelor of Arts (BA), Economics and Political Science
Cardinal Hayes High School 1998 — 2002
New York State Regents Diplomia
US Navy Reserve September 2009 - Present
Philips Consumer Lifestyle April 2014 - August 2014
New York Life July 2012 - August 2013
TD Bank December 2004 - July 2012
Skills
Retirement Planning, Wealth Management, Life Insurance, Banking, IRAs, Management, Investments, Wealth Accumulation, Pensions, Mutual Funds, Logistics
Education
University of Maryland University College 2015 — 2017
Master's Degree, Logistics, Materials, and Supply Chain Management
Baruch College 2008 — 2012
Bachelor of Arts (BA), Economics and Political Science
Cardinal Hayes High School 1998 — 2002
New York State Regents Diplomia
Ramsey Israwi Ramsey Israwi's New York Life Experience 2007 - 2011
Job Partner, New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company 2011 - Present
New York Life 2007 - 2011
Skills
Insurance, Retirement Planning, Retirement, Leadership, Estate Planning, Sales, 401(k) Rollovers, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, IRA Rollovers, Financial Services, Financial Recruiting, Key Person Protection, Legacy Planning, Multi-Generational...
Education
Oxford University 2007 — 2008
Loyola Marymount University 2003 — 2007
Business Law and Finance
New York Life Insurance Company 2011 - Present
New York Life 2007 - 2011
Skills
Insurance, Retirement Planning, Retirement, Leadership, Estate Planning, Sales, 401(k) Rollovers, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, IRA Rollovers, Financial Services, Financial Recruiting, Key Person Protection, Legacy Planning, Multi-Generational...
Education
Oxford University 2007 — 2008
Loyola Marymount University 2003 — 2007
Business Law and Finance
Erin Rocheleau Erin Rocheleau's New York Life Experience May 2007 - April 2008
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Oppenheimer & Co. April 2008 - February 2014
Marshalls October 2001 - June 2009
New York Life May 2007 - April 2008
University of Massachusetts Amherst August 2005 - May 2007
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts
Wells Fargo Advisors February 2014 - Present
Oppenheimer & Co. April 2008 - February 2014
Marshalls October 2001 - June 2009
New York Life May 2007 - April 2008
University of Massachusetts Amherst August 2005 - May 2007
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts
Troy Tieszen Troy Tieszen's New York Life Experience March 2005 - May 2011
Job Manager & Branding Specialist at Known in 60 Media L.L.C.
Industry Marketing and Advertising
Experience
Known in 60 Media L.L.C. June 2015 - Present
Townsquare Media February 2013 - June 2015
Leaky Pen Marketing May 2011 - February 2013
New York Life March 2005 - May 2011
Definitive Computer Services January 1996 - May 2005
Skills
Digital Marketing, Digital Media, SEO, Web Design, Sales, Advertising, Social Media Marketing, Marketing Communications, Social Media, Marketing, Online Advertising, Radio Advertising, Email Marketing, Direct Mail, Copywriting, Publishing, Direct Marketing, Newspaper, Marketing Strategy, Media Buying, SEM, Media Planning, CRM, Project Management, Sales Management, Customer Service, Business Process..., Market Research, Creative Writing, Event Planning, Event Photography, Live Events, Videography, Video Production, Digital Strategy, Digital Media..., Public Speaking, Facebook, Web Marketing, WordPress, Online Marketing, Advertising Sales, Mobile Marketing, Social Networking, Lead Generation, Public Relations, Leadership, Event Management, Media Relations, Management
Education
University of Phoenix 2004 — 2007
BSM, Marketing
New England High School 1988 — 1992
Known in 60 Media L.L.C. June 2015 - Present
Townsquare Media February 2013 - June 2015
Leaky Pen Marketing May 2011 - February 2013
New York Life March 2005 - May 2011
Definitive Computer Services January 1996 - May 2005
Skills
Digital Marketing, Digital Media, SEO, Web Design, Sales, Advertising, Social Media Marketing, Marketing Communications, Social Media, Marketing, Online Advertising, Radio Advertising, Email Marketing, Direct Mail, Copywriting, Publishing, Direct Marketing, Newspaper, Marketing Strategy, Media Buying, SEM, Media Planning, CRM, Project Management, Sales Management, Customer Service, Business Process..., Market Research, Creative Writing, Event Planning, Event Photography, Live Events, Videography, Video Production, Digital Strategy, Digital Media..., Public Speaking, Facebook, Web Marketing, WordPress, Online Marketing, Advertising Sales, Mobile Marketing, Social Networking, Lead Generation, Public Relations, Leadership, Event Management, Media Relations, Management
Education
University of Phoenix 2004 — 2007
BSM, Marketing
New England High School 1988 — 1992
Corbin Nichol Corbin Nichol's New York Life Experience November 2012 - October 2013
Job Seeking employment in the Sales Industry
Industry Pharmaceuticals
Experience
New York Life November 2012 - October 2013
Hy-Vee Pharmacy May 2011 - July 2012
Golf Galaxy November 2005 - August 2007
Skills
Pharmaceutical Industry, Pharmacy, Microsoft Office, Microsoft Excel, Customer Service, Healthcare, PowerPoint, Microsoft Word, Sales, Time Management, Insurance
Education
University of Iowa 2007 — 2012
Bachelor of Arts (B.A.), Interdepartmental Studies
New York Life November 2012 - October 2013
Hy-Vee Pharmacy May 2011 - July 2012
Golf Galaxy November 2005 - August 2007
Skills
Pharmaceutical Industry, Pharmacy, Microsoft Office, Microsoft Excel, Customer Service, Healthcare, PowerPoint, Microsoft Word, Sales, Time Management, Insurance
Education
University of Iowa 2007 — 2012
Bachelor of Arts (B.A.), Interdepartmental Studies
Neil Hopkins Neil Hopkins's New York Life Experience March 1985 - January 2005
Job Divison MPS Manager at ARC Document Solutions
Industry Executive Office
Experience
ARC Document Solutions March 2012 - Present
Xcel Office Solutions March 2010 - March 2012
Xerox June 2005 - February 2010
Executive Training International August 2000 - May 2005
New York Life March 1985 - January 2005
MJG Oil & Gas February 1984 - February 1985
Continenal Resources June 1982 - February 1984
IBM January 1977 - June 1982
Skills
Account Management, Customer Service, Salesforce.com, New Business Development, Microsoft Office, Document Management, Solution Selling, Team Building, Sales, Business Development, Managed Print Services, Cold Calling, Cloud Computing, Sales Process
Education
University of Oklahoma 1969 — 1974
Bachelor of Business Administration (B.B.A.), Marketing
Norman High School 1967 — 1969
High School Degree
ARC Document Solutions March 2012 - Present
Xcel Office Solutions March 2010 - March 2012
Xerox June 2005 - February 2010
Executive Training International August 2000 - May 2005
New York Life March 1985 - January 2005
MJG Oil & Gas February 1984 - February 1985
Continenal Resources June 1982 - February 1984
IBM January 1977 - June 1982
Skills
Account Management, Customer Service, Salesforce.com, New Business Development, Microsoft Office, Document Management, Solution Selling, Team Building, Sales, Business Development, Managed Print Services, Cold Calling, Cloud Computing, Sales Process
Education
University of Oklahoma 1969 — 1974
Bachelor of Business Administration (B.B.A.), Marketing
Norman High School 1967 — 1969
High School Degree
Kelly Jagger-Cespedes's New York Life Experience December 2010 - May 2012
Job Quality Assurance / Customer Service Manager
Industry Insurance
Experience
Humana May 2013 - Present
Universal Health Care May 2012 - February 2013
New York Life December 2010 - May 2012
WellCare Health Plans March 2001 - December 2010
Skills
Quality Assurance, Customer Service..., Customer Service..., Life Insurance, Customer Service..., Team Leadership, SharePoint, Process Improvement, Sales Management, Licensed Life & Health..., PowerPoint, Virtual Team Management
Education
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Humana May 2013 - Present
Universal Health Care May 2012 - February 2013
New York Life December 2010 - May 2012
WellCare Health Plans March 2001 - December 2010
Skills
Quality Assurance, Customer Service..., Customer Service..., Life Insurance, Customer Service..., Team Leadership, SharePoint, Process Improvement, Sales Management, Licensed Life & Health..., PowerPoint, Virtual Team Management
Education
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Susan Tillinghast's New York Life Experience 2012 - 2012
Job HR Consultant for Pharm. Company (ended 4/15)
Industry Financial Services
Experience
Private October 2009 - 2014
self employed February 2013 - September 2013
New York Life 2012 - 2012
Skills
Human Resources, Personnel Management, Employee Relations, Onboarding, Performance Management, Employee Benefits, Recruiting, HRIS, Talent Management, Talent Acquisition, Employee Engagement, Benefits Administration, HRIS, OD, Training,..., Coaching, Training,..., Applicant Tracking..., Organizational..., Technical Recruiting, Temporary Staffing, Sourcing, Customer Service, Internet Recruiting, Interviews, Executive Search, Management
Education
University of Phoenix
Business/Commerce, General
University of Phoenix
Business/Human Resources
Private October 2009 - 2014
self employed February 2013 - September 2013
New York Life 2012 - 2012
Skills
Human Resources, Personnel Management, Employee Relations, Onboarding, Performance Management, Employee Benefits, Recruiting, HRIS, Talent Management, Talent Acquisition, Employee Engagement, Benefits Administration, HRIS, OD, Training,..., Coaching, Training,..., Applicant Tracking..., Organizational..., Technical Recruiting, Temporary Staffing, Sourcing, Customer Service, Internet Recruiting, Interviews, Executive Search, Management
Education
University of Phoenix
Business/Commerce, General
University of Phoenix
Business/Human Resources
Kimberly Box's New York Life Experience August 2007 - July 2014
Job Regional Recruiter at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America August 2014 - Present
New York Life August 2007 - July 2014
Skills
Hiring, Insurance, Mentoring, Team Building, Sales Management, Employee Relations, Financial Planning, Recruiting, Management, Leadership, Business Planning, Strategic Financial..., Human Resources, Sales, Life Insurance, Finance, Lead Generation, Customer Service, Training, Public Speaking, Talent Acquisition, Talent Management, Coaching, Financial Services, Time Management, Staff Development, Employee Benefits, Organizational..., Interviews, Marketing, Internet Recruiting, Leadership Development, Strategic Planning, Sourcing, Performance Management, Employee Training, Applicant Tracking..., Succession Planning, New Business Development, Vendor Management, Negotiation, College Recruiting, Team Leadership, Onboarding, Customer Retention, Operations Management
Education
University of New Orleans
Modern Woodmen of America August 2014 - Present
New York Life August 2007 - July 2014
Skills
Hiring, Insurance, Mentoring, Team Building, Sales Management, Employee Relations, Financial Planning, Recruiting, Management, Leadership, Business Planning, Strategic Financial..., Human Resources, Sales, Life Insurance, Finance, Lead Generation, Customer Service, Training, Public Speaking, Talent Acquisition, Talent Management, Coaching, Financial Services, Time Management, Staff Development, Employee Benefits, Organizational..., Interviews, Marketing, Internet Recruiting, Leadership Development, Strategic Planning, Sourcing, Performance Management, Employee Training, Applicant Tracking..., Succession Planning, New Business Development, Vendor Management, Negotiation, College Recruiting, Team Leadership, Onboarding, Customer Retention, Operations Management
Education
University of New Orleans
Mark Gash Mark Gash's New York Life Experience January 2003 - February 2014
Job Advisor, Certified Financial Planner(R)
Industry Financial Services
Experience
Lawing Financial Inc. March 2014 - Present
New York Life January 2003 - February 2014
Aid Association for Lutherans October 1992 - December 2002
McClelland & Mueller June 1990 - June 1992
Skills
Financial Services, Finance, Disability Insurance, Retirement, 401k, Retirement Planning, Strategic Financial..., Estate Planning, Securities, Wealth Management, Term Life Insurance, Financial Planners, Insurance, Fixed Annuities, Life Insurance, IRAs, Long-term Care, Long Term Care Insurance, Wealth Accumulation, Mutual Funds, Buy-sell Agreements
Education
University of Missouri-Columbia School of Law 1983 — 1986
Juris Doctorate, Law
University of Missouri-Columbia 1979 — 1983
Bachelor of Science, Economics and Political Science
Oak Park High School
Lawing Financial Inc. March 2014 - Present
New York Life January 2003 - February 2014
Aid Association for Lutherans October 1992 - December 2002
McClelland & Mueller June 1990 - June 1992
Skills
Financial Services, Finance, Disability Insurance, Retirement, 401k, Retirement Planning, Strategic Financial..., Estate Planning, Securities, Wealth Management, Term Life Insurance, Financial Planners, Insurance, Fixed Annuities, Life Insurance, IRAs, Long-term Care, Long Term Care Insurance, Wealth Accumulation, Mutual Funds, Buy-sell Agreements
Education
University of Missouri-Columbia School of Law 1983 — 1986
Juris Doctorate, Law
University of Missouri-Columbia 1979 — 1983
Bachelor of Science, Economics and Political Science
Oak Park High School
Michael Fulco, CLU®, ChFC®'s New York Life Experience April 2010 - Present
Job Estate Tax Planning, Investment Management, Bank Owned Life Insurance
Industry Financial Services
Experience
New York Life April 2010 - Present
Eagle Strategies, LLC April 2010 - Present
Executive Benefit Strategies, LLC June 2003 - Present
Mass Mutual 2003 - 2010
AXA Equitable 1993 - 2003
Equitable Life Assurance Soc December 1989 - May 1993
Equitable Life Assurance Soc June 1987 - November 1989
Equitable Life Assurance Soc February 1976 - June 1987
Skills
Insurance, Life Insurance, Finance, Securities, Series 7, Estate Planning, Investments, Retirement, Disability Insurance, Fixed Annuities, Retirement Planning, Long Term Care Insurance
Education
University of Louisiana at Monroe 1971 — 1975
Bachelors Business Administration, Marketing
New York Life April 2010 - Present
Eagle Strategies, LLC April 2010 - Present
Executive Benefit Strategies, LLC June 2003 - Present
Mass Mutual 2003 - 2010
AXA Equitable 1993 - 2003
Equitable Life Assurance Soc December 1989 - May 1993
Equitable Life Assurance Soc June 1987 - November 1989
Equitable Life Assurance Soc February 1976 - June 1987
Skills
Insurance, Life Insurance, Finance, Securities, Series 7, Estate Planning, Investments, Retirement, Disability Insurance, Fixed Annuities, Retirement Planning, Long Term Care Insurance
Education
University of Louisiana at Monroe 1971 — 1975
Bachelors Business Administration, Marketing
Matt Hubbell Matt Hubbell's New York Life Experience October 2006 - June 2007
Job Wealth Management Practice
Industry Financial Services
Experience
Maverick Wealth Management May 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - May 2015
Edward Jones May 2009 - September 2012
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
New York Life October 2006 - June 2007
Thornburg Investment Management August 2001 - July 2005
Education
University of Oklahoma 1982 — 1985
Bachelor's Degree
Maverick Wealth Management May 2015 - Present
Ameriprise Financial Services, Inc. September 2012 - May 2015
Edward Jones May 2009 - September 2012
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
TD Ameritrade 2007 - 2008
New York Life October 2006 - June 2007
Thornburg Investment Management August 2001 - July 2005
Education
University of Oklahoma 1982 — 1985
Bachelor's Degree
Laura Ann Michelcic's New York Life Experience June 2002 - August 2004
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 2010 - Present
Goldman Sachs August 2004 - December 2010
New York Life June 2002 - August 2004
Skills
Employee Engagement, Employee Training, Video Production, Business Strategy, Marketing Communications, Leadership, Project Management, Strategy, Marketing, Program Management, Vendor Management, CRM, Business Analysis, Message Development, Financial Services, Internal Communications, Capital Markets, Equities, Risk Management, Investment Banking
Education
University of Scranton 1998 — 2002
B.S., Liberal Studies
Deutsche Bank March 2010 - Present
Goldman Sachs August 2004 - December 2010
New York Life June 2002 - August 2004
Skills
Employee Engagement, Employee Training, Video Production, Business Strategy, Marketing Communications, Leadership, Project Management, Strategy, Marketing, Program Management, Vendor Management, CRM, Business Analysis, Message Development, Financial Services, Internal Communications, Capital Markets, Equities, Risk Management, Investment Banking
Education
University of Scranton 1998 — 2002
B.S., Liberal Studies
Jason Paige, LUTCF's New York Life Experience December 2008 - Present
Job *Member of the Million Dollar Roundtable* *Licensed in LongTerm Care Insurance*
Industry Financial Services
Experience
New York Life December 2008 - Present
New Jersey Devils September 2007 - April 2008
Skills
Financial Analysis, Life Insurance, Retirement, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Insurance, Portfolio Management, Asset Allocation, Fixed Annuities, IRAs, Investment Advisory, Series 63, Long Term Care Insurance, Estate Planning, Series 6, 401k, Financial Services, Investment Strategies, Employee Benefits, Health Insurance, Universal Life, Whole Life, Long-term Care, Disability Insurance, Term Life Insurance, College Savings Plans, Wealth Accumulation, Asset Management, Finance, Retirement Savings, Series 7, 401k Rollovers, Variable Annuities, Wealth, Annuity Sales, Critical Illness, Roth IRA, 529 Plans, Financial Advisory, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2004 — 2007
Bachelors, Finance, Cum Laude
New York Life December 2008 - Present
New Jersey Devils September 2007 - April 2008
Skills
Financial Analysis, Life Insurance, Retirement, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Insurance, Portfolio Management, Asset Allocation, Fixed Annuities, IRAs, Investment Advisory, Series 63, Long Term Care Insurance, Estate Planning, Series 6, 401k, Financial Services, Investment Strategies, Employee Benefits, Health Insurance, Universal Life, Whole Life, Long-term Care, Disability Insurance, Term Life Insurance, College Savings Plans, Wealth Accumulation, Asset Management, Finance, Retirement Savings, Series 7, 401k Rollovers, Variable Annuities, Wealth, Annuity Sales, Critical Illness, Roth IRA, 529 Plans, Financial Advisory, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2004 — 2007
Bachelors, Finance, Cum Laude
Brian Hagerman's New York Life Experience March 2008 - Present
Job Senior Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life March 2008 - Present
New York Life Insurance Company May 2002 - August 2008
Rockwell Collins May 1999 - August 2002
The Cbe Group Inc May 1997 - May 1999
Skills
Investments, Mutual Funds, 401k, Strategic Financial..., College Savings Plans, Roth IRA, Wealth Accumulation, Public Speaking, Employee Benefits, Series 6, Financial Planners, Permanent Life Insurance, Sales, Team Building, Training and Development, Public Speaking and..., Writing, Editing, and..., Small Business, Marketing, Financial Planning, Management, Microsoft Office, Leadership, Finance, Customer Service
Education
University of Northern Iowa 1988 — 1992
Bachelor of Arts (BA), Public Relations
Linn-Mar High School 1985 — 1988
New York Life March 2008 - Present
New York Life Insurance Company May 2002 - August 2008
Rockwell Collins May 1999 - August 2002
The Cbe Group Inc May 1997 - May 1999
Skills
Investments, Mutual Funds, 401k, Strategic Financial..., College Savings Plans, Roth IRA, Wealth Accumulation, Public Speaking, Employee Benefits, Series 6, Financial Planners, Permanent Life Insurance, Sales, Team Building, Training and Development, Public Speaking and..., Writing, Editing, and..., Small Business, Marketing, Financial Planning, Management, Microsoft Office, Leadership, Finance, Customer Service
Education
University of Northern Iowa 1988 — 1992
Bachelor of Arts (BA), Public Relations
Linn-Mar High School 1985 — 1988
Alyse Kathryn Jensen Alyse Kathryn Jensen's New York Life Experience August 2008 - July 2010
Job Associate at Veritas Capital
Industry Executive Office
Experience
Veritas Capital Group April 2014 - Present
Kenneth Cole Productions June 2013 - April 2014
Elie Tahari March 2011 - April 2012
The Burke Group July 2010 - February 2011
New York Life August 2008 - July 2010
Hines and Associates August 2007 - February 2008
Skills
Event Planning, Marketing, Public Relations, Leadership, Management, Recruiting, Press Releases, Sales, Budgets, Editing, Interviews, Program Management, Analysis, Project Planning, Teamwork, Research, Finance, Accounting, Real Estate, Customer Service
Education
University of Miami 2004 — 2007
B.S., Communications & Sociology
University of Miami 2004 — 2007
B.A., Visual Communications
Veritas Capital Group April 2014 - Present
Kenneth Cole Productions June 2013 - April 2014
Elie Tahari March 2011 - April 2012
The Burke Group July 2010 - February 2011
New York Life August 2008 - July 2010
Hines and Associates August 2007 - February 2008
Skills
Event Planning, Marketing, Public Relations, Leadership, Management, Recruiting, Press Releases, Sales, Budgets, Editing, Interviews, Program Management, Analysis, Project Planning, Teamwork, Research, Finance, Accounting, Real Estate, Customer Service
Education
University of Miami 2004 — 2007
B.S., Communications & Sociology
University of Miami 2004 — 2007
B.A., Visual Communications
Jim Pinheiro Jim Pinheiro's New York Life Experience September 2008 - August 2012
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
New York Life September 2008 - August 2012
Education
University of Rhode Island 2004 — 2008
Bachelor of Arts (B.A.), Economics
University of Rhode Island 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Saint Raphael Academy 2000 — 2004
High School
Fidelity Investments August 2012 - Present
New York Life September 2008 - August 2012
Education
University of Rhode Island 2004 — 2008
Bachelor of Arts (B.A.), Economics
University of Rhode Island 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Saint Raphael Academy 2000 — 2004
High School
Clark Armor's New York Life Experience December 2012 - October 2013
Job Financial Advisor at AGH Wealth Management
Industry Financial Services
Experience
AGH Wealth Management October 2013 - Present
New York Life December 2012 - October 2013
Emcee Investments LLC September 2009 - May 2012
Armor Auto Repair LLC October 2006 - February 2012
Foley's January 1985 - April 1987
Education
University of Oklahoma - Price College of Business 1981 — 1984
BBA, Economics
Laverne High School
AGH Wealth Management October 2013 - Present
New York Life December 2012 - October 2013
Emcee Investments LLC September 2009 - May 2012
Armor Auto Repair LLC October 2006 - February 2012
Foley's January 1985 - April 1987
Education
University of Oklahoma - Price College of Business 1981 — 1984
BBA, Economics
Laverne High School
Lynn Vagle Lynn Vagle's New York Life Experience April 1989 - June 1997
Job Marketing & Produce Manager at RealFoods CSA, Mora, MN
Industry Farming
Experience
RealFoods CSA May 2012 - Present
The Refuge Network May 2012 - Present
Augustana Care Corporation August 2012 - Present
Mora Area Farmers' Market June 2010 - Present
Birds and Bees Farm, Mora MN June 1994 - Present
Cargill Inc May 1997 - June 2009
New York Life April 1989 - June 1997
Skills
Customer Service, Mobile Device Management, Strategy Building, Database Design, Contract Management, Project Management, Social Media Marketing, Local Marketing, Administrative Work, Web Development, Educational Technology, Enterprise Mobility, Mobility Strategy, Mobility Management, Technology Integration, Fundraising, Entrepreneurship, Marketing, Coaching, Strategy, Farms, Food, Sustainable Agriculture, Leadership, Vegetables
Education
Winona State University 1985 — 1987
Chisago Lakes High School
University of Minnesota-Twin Cities
RealFoods CSA May 2012 - Present
The Refuge Network May 2012 - Present
Augustana Care Corporation August 2012 - Present
Mora Area Farmers' Market June 2010 - Present
Birds and Bees Farm, Mora MN June 1994 - Present
Cargill Inc May 1997 - June 2009
New York Life April 1989 - June 1997
Skills
Customer Service, Mobile Device Management, Strategy Building, Database Design, Contract Management, Project Management, Social Media Marketing, Local Marketing, Administrative Work, Web Development, Educational Technology, Enterprise Mobility, Mobility Strategy, Mobility Management, Technology Integration, Fundraising, Entrepreneurship, Marketing, Coaching, Strategy, Farms, Food, Sustainable Agriculture, Leadership, Vegetables
Education
Winona State University 1985 — 1987
Chisago Lakes High School
University of Minnesota-Twin Cities
Chris Falcioni Chris Falcioni's New York Life Experience June 2008 - March 2010
Job Senior Account Executive Social at Salesforce
Industry Online Media
Experience
Salesforce September 2015 - Present
Spendsetter May 2014 - September 2015
HYFN December 2013 - May 2014
Shoutlet October 2012 - November 2013
Wildfire, a division of Google January 2011 - October 2012
Gateway One Lending & Finance January 2007 - January 2011
New York Life June 2008 - March 2010
Onyx Acceptance Corporation August 2003 - January 2007
Skills
Strategic Thinking, Customer Retention, Team Management, Sales, Contract Negotiation, Building Relationships, Public Speaking, Marketing, Social Media, Product Management, New Business Development, Social Media Marketing, Sales Process, Marketing Strategy, Enterprise Software, Finance, Social Networking, Management, Mobile Marketing, Salesforce.com, Web Analytics, Strategic Partnerships, Facebook, Negotiation, Account Management, Lead Generation, Online Advertising, CRM, Business Development, Digital Marketing, B2B, Online Marketing, SaaS, Competitive Analysis, Cold Calling, Start-ups, Email Marketing, Analytics, Sales Presentations, Direct Sales
Education
University of San Diego 1997 — 2001
BA, Economics
Salesforce September 2015 - Present
Spendsetter May 2014 - September 2015
HYFN December 2013 - May 2014
Shoutlet October 2012 - November 2013
Wildfire, a division of Google January 2011 - October 2012
Gateway One Lending & Finance January 2007 - January 2011
New York Life June 2008 - March 2010
Onyx Acceptance Corporation August 2003 - January 2007
Skills
Strategic Thinking, Customer Retention, Team Management, Sales, Contract Negotiation, Building Relationships, Public Speaking, Marketing, Social Media, Product Management, New Business Development, Social Media Marketing, Sales Process, Marketing Strategy, Enterprise Software, Finance, Social Networking, Management, Mobile Marketing, Salesforce.com, Web Analytics, Strategic Partnerships, Facebook, Negotiation, Account Management, Lead Generation, Online Advertising, CRM, Business Development, Digital Marketing, B2B, Online Marketing, SaaS, Competitive Analysis, Cold Calling, Start-ups, Email Marketing, Analytics, Sales Presentations, Direct Sales
Education
University of San Diego 1997 — 2001
BA, Economics
Don C. Angell Don C. Angell's New York Life Experience December 2001 - Present
Job Senior PartnerRecruiting and Development at New York Life Insurance Company
Industry Insurance
Experience
New York Life December 2001 - Present
New York Life Insurance Company November 2001 - Present
MetLife July 1994 - November 2001
Skills
Leadership, Recruiting, Time Management, Coaching, Leadership Development, Fixed Annuities, Disability Insurance, IRAs, Insurance, Term Life Insurance, Long Term Care Insurance, Long-term Care, Retirement Planning, Roth IRA, Life Insurance, Retirement, Small Business, 401k
Education
University of Missouri-Columbia 1990 — 1994
BSBA, Management
University of Missouri-Columbia, College of Business 1990 — 1994
New York Life December 2001 - Present
New York Life Insurance Company November 2001 - Present
MetLife July 1994 - November 2001
Skills
Leadership, Recruiting, Time Management, Coaching, Leadership Development, Fixed Annuities, Disability Insurance, IRAs, Insurance, Term Life Insurance, Long Term Care Insurance, Long-term Care, Retirement Planning, Roth IRA, Life Insurance, Retirement, Small Business, 401k
Education
University of Missouri-Columbia 1990 — 1994
BSBA, Management
University of Missouri-Columbia, College of Business 1990 — 1994
Mark Kieren's New York Life Experience November 1990 - December 1992
Job Independent Consultant | Sales Consultant | Marketing Consultant | Operations Consultant
Industry Pharmaceuticals
Experience
Independent Consultant January 2015 - Present
Fagron US May 2012 - January 2015
Innovative Living of Wisconsin, Inc. October 2010 - April 2011
Standing Stone, Inc. January 2009 - October 2010
NMMA September 2008 - January 2009
Innovative Living April 2008 - August 2008
Boehringer Ingelheim Pharmaceuticals July 1997 - April 2008
Sunny Hill Distributors, Inc. January 1993 - March 1997
New York Life November 1990 - December 1992
Skills
Pharmaceutical Sales, Risk Management, Competitive Analysis, Regulatory Affairs, Managed Care, Contract Negotiation, Healthcare Consulting, Diabetes, Account Management, Negotiation, Hypertension, New Business Development, Medicaid, Therapeutic areas, Asthma, Endocrinology, Consultative Selling, Medicare, Allergy, Customer Relations, Healthcare Management, Cholesterol, Sales Management, Cardiology, PBM, Revenue Cycle, Neurology, Hospitals, Urology, Procurement, Heart Disease, Healthcare IT, Medical Education, COPD, Network Development, Pain, Provider Relations, Team Leadership, Rheumatology, Arthritis, Sales Effectiveness, Market Access, Pharmaceutical Industry, Hospital Sales, Pharmacy, Medical Devices, Product Launch, Pharmacy Benefit..., Therapeutic Areas, Compounding
Education
University of Minnesota Duluth 1986 — 1990
Bachelor's degree, Economics
Independent Consultant January 2015 - Present
Fagron US May 2012 - January 2015
Innovative Living of Wisconsin, Inc. October 2010 - April 2011
Standing Stone, Inc. January 2009 - October 2010
NMMA September 2008 - January 2009
Innovative Living April 2008 - August 2008
Boehringer Ingelheim Pharmaceuticals July 1997 - April 2008
Sunny Hill Distributors, Inc. January 1993 - March 1997
New York Life November 1990 - December 1992
Skills
Pharmaceutical Sales, Risk Management, Competitive Analysis, Regulatory Affairs, Managed Care, Contract Negotiation, Healthcare Consulting, Diabetes, Account Management, Negotiation, Hypertension, New Business Development, Medicaid, Therapeutic areas, Asthma, Endocrinology, Consultative Selling, Medicare, Allergy, Customer Relations, Healthcare Management, Cholesterol, Sales Management, Cardiology, PBM, Revenue Cycle, Neurology, Hospitals, Urology, Procurement, Heart Disease, Healthcare IT, Medical Education, COPD, Network Development, Pain, Provider Relations, Team Leadership, Rheumatology, Arthritis, Sales Effectiveness, Market Access, Pharmaceutical Industry, Hospital Sales, Pharmacy, Medical Devices, Product Launch, Pharmacy Benefit..., Therapeutic Areas, Compounding
Education
University of Minnesota Duluth 1986 — 1990
Bachelor's degree, Economics
Brian Hagerman Brian Hagerman's New York Life Experience September 2002 - March 2008
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2008 - Present
New York Life September 2002 - March 2008
Rockwell Collins May 1999 - August 2002
Education
University of Northern Iowa 1988 — 1992
BA, Communications
New York Life Insurance Company March 2008 - Present
New York Life September 2002 - March 2008
Rockwell Collins May 1999 - August 2002
Education
University of Northern Iowa 1988 — 1992
BA, Communications
David Drayton David Drayton's New York Life Experience June 2010 - July 2012
Job Financial Services Representative at Transamerica
Industry Retail
Experience
Transamerica November 2013 - Present
NEW YORK LIFE June 2010 - July 2012
FIRST INVESTORS January 2007 - February 2009
WASHINGTON MUTUAL BANK June 2005 - January 2007
STAPLES SUPER STORE January 2002 - December 2004
Skills
Sale, Sales Management, Branch Management, Strategic Financial..., Series 6, Series 63
Education
SUNY DELHI COLLEGE
Associates Degree, Computer Information Systems
University of New Haven
Bachelor of Science, Major, Finance
Transamerica November 2013 - Present
NEW YORK LIFE June 2010 - July 2012
FIRST INVESTORS January 2007 - February 2009
WASHINGTON MUTUAL BANK June 2005 - January 2007
STAPLES SUPER STORE January 2002 - December 2004
Skills
Sale, Sales Management, Branch Management, Strategic Financial..., Series 6, Series 63
Education
SUNY DELHI COLLEGE
Associates Degree, Computer Information Systems
University of New Haven
Bachelor of Science, Major, Finance
Daniel Tudorache Daniel Tudorache's New York Life Experience July 2004 - December 2011
Job Sales Manager
Industry Financial Services
Experience
The Prudential Insurance Company of America, Newark NJ. June 2012 - November 2014
DVFG Advisors December 2011 - June 2012
New York Life July 2004 - December 2011
New York Life December 2001 - June 2004
Skills
Fixed Annuities, Retirement Planning, Retirement, Series 7, Life Insurance, Mutual Funds, Estate Planning, Long-term Care, Investments, Series 63, Long Term Care Insurance, Insurance, Strategic Financial..., Disability Insurance, Financial Planners, IRAs, Sales, Portfolio Management, 401k, Securities, Strategic Planning, Financial Advisory, Financial Services, Term Life Insurance, Wealth Accumulation, Wealth Management, Health Insurance, Investment Advisory, Investment Strategies, Wealth, series 26, Property & Casualty...
Education
University of Phoenix 2010 — 2013
Bachelor Degree, Management
Carol Davila Medical University 1992 — 1999
Doctor, Medicine
The Prudential Insurance Company of America, Newark NJ. June 2012 - November 2014
DVFG Advisors December 2011 - June 2012
New York Life July 2004 - December 2011
New York Life December 2001 - June 2004
Skills
Fixed Annuities, Retirement Planning, Retirement, Series 7, Life Insurance, Mutual Funds, Estate Planning, Long-term Care, Investments, Series 63, Long Term Care Insurance, Insurance, Strategic Financial..., Disability Insurance, Financial Planners, IRAs, Sales, Portfolio Management, 401k, Securities, Strategic Planning, Financial Advisory, Financial Services, Term Life Insurance, Wealth Accumulation, Wealth Management, Health Insurance, Investment Advisory, Investment Strategies, Wealth, series 26, Property & Casualty...
Education
University of Phoenix 2010 — 2013
Bachelor Degree, Management
Carol Davila Medical University 1992 — 1999
Doctor, Medicine
Randall S. Gregory Randall S. Gregory's New York Life Experience October 2006 - Present
Job Financial Services Professional with New York Life at New York Life Insurance Company
Industry Financial Services
Experience
New York Life October 2006 - Present
New England Financial February 2004 - September 2006
Fidelity Investments October 1999 - January 2004
Skills
Estate Planning, Small Business, Retirement Planning, Tax Preparation, Risk Management
Education
University of Rhode Island 1995 — 1999
Business Management
New York Life October 2006 - Present
New England Financial February 2004 - September 2006
Fidelity Investments October 1999 - January 2004
Skills
Estate Planning, Small Business, Retirement Planning, Tax Preparation, Risk Management
Education
University of Rhode Island 1995 — 1999
Business Management
Robin Wahby Robin Wahby's New York Life Experience January 1990 - Present
Job CEO/Owner at Wahby Financial Group
Industry Insurance
Experience
Wahby Financial Group December 2013 - Present
New York Life January 1990 - Present
Skills
Fixed Annuities, Retirement Planning, Insurance, Long-term Care, Disability Insurance, Finance, Life Insurance, Recruiting, Whole Life, Leadership, Financial Planners, Estate Planning, Series 63, Management, Securities, Investments, Health Insurance, Financial Services, Retirement, Long Term Care Insurance, IRAs, Business Planning, Term Life Insurance, Strategic Financial..., Series 7, Financial Advisory, Analysis, Wealth Management, Employee Benefits, Small Business, 401k, Series 6, Mutual Funds, Variable Annuities, Wealth Accumulation, Universal Life, Financial Risk..., Buy-sell Agreements, FINRA, Series 65, Roth IRA, College Savings Plans, Pensions, 401k Rollovers, Personal Finance, Investment Strategies, Wealth, Wealth Management..., Series 24, Investment Advisory
Education
University of Maryland - Robert H. Smith School of Business 1988 — 1990
Wahby Financial Group December 2013 - Present
New York Life January 1990 - Present
Skills
Fixed Annuities, Retirement Planning, Insurance, Long-term Care, Disability Insurance, Finance, Life Insurance, Recruiting, Whole Life, Leadership, Financial Planners, Estate Planning, Series 63, Management, Securities, Investments, Health Insurance, Financial Services, Retirement, Long Term Care Insurance, IRAs, Business Planning, Term Life Insurance, Strategic Financial..., Series 7, Financial Advisory, Analysis, Wealth Management, Employee Benefits, Small Business, 401k, Series 6, Mutual Funds, Variable Annuities, Wealth Accumulation, Universal Life, Financial Risk..., Buy-sell Agreements, FINRA, Series 65, Roth IRA, College Savings Plans, Pensions, 401k Rollovers, Personal Finance, Investment Strategies, Wealth, Wealth Management..., Series 24, Investment Advisory
Education
University of Maryland - Robert H. Smith School of Business 1988 — 1990
Kirit Kapadia Kirit Kapadia's New York Life Experience October 2013 - February 2014
Job Field Service Engineer III at Rutgers Cancer Institute of New Jersey
Industry Financial Services
Experience
Rutgers Cancer Institute of New Jersey May 2015 - Present
Rutgers Cancer Institute of New Jersey April 2014 - April 2015
New York Life October 2013 - February 2014
New York Life Insurance Company October 2013 - February 2014
Imperial A.I. Credit Companies July 2007 - February 2013
Imperial Credit Corp June 2007 - May 2012
Bristol Myers Squib 2005 - 2007
Credit Suisse First Boston June 2004 - January 2005
Merrill Lynch May 1998 - April 2003
Barclays Capital. – New York, NY March 1996 - December 1997
Skills
Windows 7, XP, Active Directory, System Administration, VMware, Thin Clients, Outlook, SDLC, VMware View, Unix, Microsoft Exchange, Thin, Access, Security, Powershell, Disaster Recovery, Citrix, Solaris, Vendor Management, DNS, SQL, Visio, DHCP, ITIL, BMC Remedy, Microsoft SQL Server, IIS, Project Management, VBScript, Business Analysis, Servers, Software Documentation, VPN, Computer Hardware, Network Administration, Technical Support, Blackberry Enterprise..., Enterprise Architecture, Networking, Software Installation, Windows, Virtualization, IT Management, Testing, Help Desk Support, System Deployment, Troubleshooting, Information Technology, Altiris, Blackberry
Education
University of Mumbai 1974 — 1978
B. Com, Accounts, Economics
Rutgers Cancer Institute of New Jersey May 2015 - Present
Rutgers Cancer Institute of New Jersey April 2014 - April 2015
New York Life October 2013 - February 2014
New York Life Insurance Company October 2013 - February 2014
Imperial A.I. Credit Companies July 2007 - February 2013
Imperial Credit Corp June 2007 - May 2012
Bristol Myers Squib 2005 - 2007
Credit Suisse First Boston June 2004 - January 2005
Merrill Lynch May 1998 - April 2003
Barclays Capital. – New York, NY March 1996 - December 1997
Skills
Windows 7, XP, Active Directory, System Administration, VMware, Thin Clients, Outlook, SDLC, VMware View, Unix, Microsoft Exchange, Thin, Access, Security, Powershell, Disaster Recovery, Citrix, Solaris, Vendor Management, DNS, SQL, Visio, DHCP, ITIL, BMC Remedy, Microsoft SQL Server, IIS, Project Management, VBScript, Business Analysis, Servers, Software Documentation, VPN, Computer Hardware, Network Administration, Technical Support, Blackberry Enterprise..., Enterprise Architecture, Networking, Software Installation, Windows, Virtualization, IT Management, Testing, Help Desk Support, System Deployment, Troubleshooting, Information Technology, Altiris, Blackberry
Education
University of Mumbai 1974 — 1978
B. Com, Accounts, Economics
Darrell N. Robertson's New York Life Experience May 1995 - Present
Job Vice President Chief Relationship Officer, New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2014 - Present
New York Life May 1995 - Present
AIG - Florida Master Motorist Program June 1992 - May 1995
Colonial Penn Life Insurance January 1976 - June 1990
Skills
Insurance, Executive Management, Call Center, Sales Management, Direct Marketing, Executive Coaching, Public Speaking, Management, Call Centers, Leadership, Training
Education
University of Pennsylvania - The Wharton School 1985 — 1988
Business Administration, Management and Operations
Northeast Catholic Philadelphia 1969 — 1973
New York Life Insurance Company January 2014 - Present
New York Life May 1995 - Present
AIG - Florida Master Motorist Program June 1992 - May 1995
Colonial Penn Life Insurance January 1976 - June 1990
Skills
Insurance, Executive Management, Call Center, Sales Management, Direct Marketing, Executive Coaching, Public Speaking, Management, Call Centers, Leadership, Training
Education
University of Pennsylvania - The Wharton School 1985 — 1988
Business Administration, Management and Operations
Northeast Catholic Philadelphia 1969 — 1973
Forrest Leder Forrest Leder's New York Life Experience June 2008 - Present
Job Agent at New York Life
Industry Insurance
Experience
New York Life June 2008 - Present
Forrest Leder March 2005 - Present
Kirby January 2008 - May 2008
Virginia City Players May 2007 - September 2007
Education
University of Montana 2003 — 2008
Music, Drama
Sentinel High
New York Life June 2008 - Present
Forrest Leder March 2005 - Present
Kirby January 2008 - May 2008
Virginia City Players May 2007 - September 2007
Education
University of Montana 2003 — 2008
Music, Drama
Sentinel High
Phillip Frye Phillip Frye's New York Life Experience June 2000 - May 2001
Job Vice President, Business Sales Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2013 - Present
North State Bank May 2011 - October 2013
North State Financial Services April 2010 - May 2011
North State Bank January 2002 - January 2011
New York Life June 2000 - May 2001
Accountemps 2001 - 2001
John Hancock Financial Services May 1998 - June 2000
Skills
Commercial Lending, Loans, Banking, Credit Analysis, Credit, Small Business, Underwriting, Financial Analysis, Business Development, Small Business Lending, Commercial Banking, Building Relationships, New Business Development, Finance, Credit Risk, Investments, Marketing, Mortgage Lending, Consumer Lending, Contract Negotiation, Management, Portfolio Management, Team Building, Leadership, Negotiation, Fundraising, Strategic Planning, Nonprofits, Mergers & Acquisitions, Customer Service, Loan Origination, Charity Work
Education
University of North Carolina at Chapel Hill 1994 — 1998
BS, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1998
BSBA, Business Administration
Smoky Mountain High School 1990 — 1994
Wells Fargo December 2013 - Present
North State Bank May 2011 - October 2013
North State Financial Services April 2010 - May 2011
North State Bank January 2002 - January 2011
New York Life June 2000 - May 2001
Accountemps 2001 - 2001
John Hancock Financial Services May 1998 - June 2000
Skills
Commercial Lending, Loans, Banking, Credit Analysis, Credit, Small Business, Underwriting, Financial Analysis, Business Development, Small Business Lending, Commercial Banking, Building Relationships, New Business Development, Finance, Credit Risk, Investments, Marketing, Mortgage Lending, Consumer Lending, Contract Negotiation, Management, Portfolio Management, Team Building, Leadership, Negotiation, Fundraising, Strategic Planning, Nonprofits, Mergers & Acquisitions, Customer Service, Loan Origination, Charity Work
Education
University of North Carolina at Chapel Hill 1994 — 1998
BS, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1998
BSBA, Business Administration
Smoky Mountain High School 1990 — 1994
Erin Magelky Erin Magelky's New York Life Experience May 2009 - October 2012
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® 2012 - Present
New York Life May 2009 - October 2012
Skills
Annuities, Auto Insurance, Commercial Insurance, Disability Insurance, Health, Homeowners Insurance, Life Insurance, Long Term Care Insurance
Education
Jamestown College
Bachelor of Business Administration (B.B.A.)
COUNTRY Financial® 2012 - Present
New York Life May 2009 - October 2012
Skills
Annuities, Auto Insurance, Commercial Insurance, Disability Insurance, Health, Homeowners Insurance, Life Insurance, Long Term Care Insurance
Education
Jamestown College
Bachelor of Business Administration (B.B.A.)
Colleen Kenny Colleen Kenny's New York Life Experience January 2004 - January 2006
Job
Industry Marketing and Advertising
Experience
CBS Television Network May 2008 - Present
CBS Corporation January 2006 - May 2008
New York Life January 2004 - January 2006
New York Life January 2003 - December 2003
New York Life December 2001 - January 2003
New York Life January 2001 - December 2001
The Wall Street Journal June 1999 - August 1999
The Nation January 1998 - June 1998
CBS News July 1997 - December 1997
Skills
Social Media, Financial Communications, Integrated Marketing, Editing, Strategic Communications, Marketing, Messaging, Digital Media, Blogging, Video Production, Press Releases, Internal Communications, Advertising, Marketing Strategy, Copywriting, Strategic Planning, Marketing Communications, Entertainment, Newsletters, Video, New Media, Strategy
Education
University of North Carolina at Chapel Hill 1998 — 2000
M.A., Mass Communication
University of Notre Dame 1993 — 1997
Bachelor of Arts, English and Spanish
CBS Television Network May 2008 - Present
CBS Corporation January 2006 - May 2008
New York Life January 2004 - January 2006
New York Life January 2003 - December 2003
New York Life December 2001 - January 2003
New York Life January 2001 - December 2001
The Wall Street Journal June 1999 - August 1999
The Nation January 1998 - June 1998
CBS News July 1997 - December 1997
Skills
Social Media, Financial Communications, Integrated Marketing, Editing, Strategic Communications, Marketing, Messaging, Digital Media, Blogging, Video Production, Press Releases, Internal Communications, Advertising, Marketing Strategy, Copywriting, Strategic Planning, Marketing Communications, Entertainment, Newsletters, Video, New Media, Strategy
Education
University of North Carolina at Chapel Hill 1998 — 2000
M.A., Mass Communication
University of Notre Dame 1993 — 1997
Bachelor of Arts, English and Spanish
Renee D'Argento Renee D'Argento's New York Life Experience February 2009 - September 2010
Job Resident Services Coordinator at RCAP Solutions, Inc.
Industry Nonprofit Organization Management
Experience
RCAP Solutions, Inc. April 2013 - Present
Company Confidential January 2011 - March 2013
New York Life February 2009 - September 2010
Coldwell Banker Residential Brokerage 2002 - April 2009
The DeWolfe Companies 1997 - 2002
Norse Environmental Services July 1996 - April 1997
MA Department of Environmental Protection, NERO May 1996 - July 1996
TRC Environmental, Inc. February 1995 - May 1996
Computervision May 1993 - April 1994
Basicnet, Inc. September 1992 - May 1993
Skills
Public Health, Healthcare Management, Environmental Health, Community Health, Health and Wellness..., Benefits and..., Successful Aging, Medicare/Medicaid/SNAP, Programming, Community Engagement, Advanced Care Planning..., Conflict Management and..., Needs Analysis, Risk Assessment, Behavioral Interviewing, Chronic Disease..., Nutrition Education, Mental..., Public Health Emergency..., HUD Apartment..., Real Estate, Contract Negotiation, Management, Contract Management, Marketing, Sales, Analysis, Investment Properties, Selling, Single Family Homes, Process Improvement, Research, Environmental Policy, Permit Compliance, Report Writing, News Writing, Regulatory Compliance, Client Representation, Advocacy, Fair Housing
Education
University of Massachusetts Lowell 2014 — 2016
Graduate School of Public Health, Health/Health Care Management
University of Massachusetts Lowell 1994 — 1995
Paralegal Studies
University of Massachusetts Boston 1981 — 1986
Bachelor of Science, Exercise Physiology and Sportsmedicine
RCAP Solutions, Inc. April 2013 - Present
Company Confidential January 2011 - March 2013
New York Life February 2009 - September 2010
Coldwell Banker Residential Brokerage 2002 - April 2009
The DeWolfe Companies 1997 - 2002
Norse Environmental Services July 1996 - April 1997
MA Department of Environmental Protection, NERO May 1996 - July 1996
TRC Environmental, Inc. February 1995 - May 1996
Computervision May 1993 - April 1994
Basicnet, Inc. September 1992 - May 1993
Skills
Public Health, Healthcare Management, Environmental Health, Community Health, Health and Wellness..., Benefits and..., Successful Aging, Medicare/Medicaid/SNAP, Programming, Community Engagement, Advanced Care Planning..., Conflict Management and..., Needs Analysis, Risk Assessment, Behavioral Interviewing, Chronic Disease..., Nutrition Education, Mental..., Public Health Emergency..., HUD Apartment..., Real Estate, Contract Negotiation, Management, Contract Management, Marketing, Sales, Analysis, Investment Properties, Selling, Single Family Homes, Process Improvement, Research, Environmental Policy, Permit Compliance, Report Writing, News Writing, Regulatory Compliance, Client Representation, Advocacy, Fair Housing
Education
University of Massachusetts Lowell 2014 — 2016
Graduate School of Public Health, Health/Health Care Management
University of Massachusetts Lowell 1994 — 1995
Paralegal Studies
University of Massachusetts Boston 1981 — 1986
Bachelor of Science, Exercise Physiology and Sportsmedicine
tori henderson tori henderson's New York Life Experience March 2003 - January 2007
Job Hard Money Lender at Plyler Group LLC
Industry Insurance
Experience
Plyler Group LLC April 2007 - Present
Plyler Group LLC January 2007 - Present
New York Life March 2003 - January 2007
Skills
Real Estate, Life Insurance, Customer Service, Investments, Mortgage Lending, Insurance, Disability Insurance, Portfolio Management, Fixed Annuities, Asset Management, Strategic Financial..., Entrepreneurship, Estate Planning, Valuation
Education
University of North Carolina at Greensboro 1971 — 1974
BFA - Fine Arts,, Consumer Services, Home Furnishings
Plyler Group LLC April 2007 - Present
Plyler Group LLC January 2007 - Present
New York Life March 2003 - January 2007
Skills
Real Estate, Life Insurance, Customer Service, Investments, Mortgage Lending, Insurance, Disability Insurance, Portfolio Management, Fixed Annuities, Asset Management, Strategic Financial..., Entrepreneurship, Estate Planning, Valuation
Education
University of North Carolina at Greensboro 1971 — 1974
BFA - Fine Arts,, Consumer Services, Home Furnishings
Harold (Ed) Bishop LUTCF's New York Life Experience November 2006 - Present
Job Agent, Registered Representitive at New York Life
Industry Financial Services
Experience
New York Life November 2006 - Present
New York Life Insurance Company July 2006 - Present
Skills
Retirement Planning, Financial Planning, Insurance, Life Insurance, Fixed Annuities, Long-term Care, Leadership, Public Speaking, Small Business, Disability Insurance, Retirement, Customer Service, Team Building, Sales, Strategic Planning
Education
University of Indianapolis 1976 — 1984
Business, Management, Marketing, and Related Support Services
Elston 1968 — 1971
New York Life November 2006 - Present
New York Life Insurance Company July 2006 - Present
Skills
Retirement Planning, Financial Planning, Insurance, Life Insurance, Fixed Annuities, Long-term Care, Leadership, Public Speaking, Small Business, Disability Insurance, Retirement, Customer Service, Team Building, Sales, Strategic Planning
Education
University of Indianapolis 1976 — 1984
Business, Management, Marketing, and Related Support Services
Elston 1968 — 1971
Anna Hemsworth Anna Hemsworth's New York Life Experience December 2008 - September 2012
Job Corporate Vice President, eLearning & Operations at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company August 2012 - Present
New York Life December 2008 - September 2012
Instructional Design Consultant January 2008 - November 2008
AMH NJ Consulting January 2007 - November 2007
Realogy 2005 - 2007
Realogy 2003 - 2005
Realogy 2001 - 2003
Advantage 1999 - 2001
Westech Corporation September 1996 - August 1999
United States Navy August 1992 - October 1995
Skills
Mobile Learning, E-learning, Instructional Design, Social Learning
Education
Science High 1988 — 1992
University of Phoenix
BS, IT
New York Life Insurance Company August 2012 - Present
New York Life December 2008 - September 2012
Instructional Design Consultant January 2008 - November 2008
AMH NJ Consulting January 2007 - November 2007
Realogy 2005 - 2007
Realogy 2003 - 2005
Realogy 2001 - 2003
Advantage 1999 - 2001
Westech Corporation September 1996 - August 1999
United States Navy August 1992 - October 1995
Skills
Mobile Learning, E-learning, Instructional Design, Social Learning
Education
Science High 1988 — 1992
University of Phoenix
BS, IT
Joe Meeks's New York Life Experience 2005 - 2009
Job State Farm Agent
Industry Insurance
Experience
State Farm Agent 2009 - Present
New York Life 2005 - 2009
State Farm Insurance June 1998 - February 2005
Skills
Life Insurance, Health Insurance, Insurance, Term Life Insurance, Homeowners, Underwriting, Whole Life, Umbrella Insurance, Property & Casualty..., Disability Insurance, Universal Life, Commercial Insurance, Fixed Annuities, Long-term Care, Casualty
Education
University of Illinois at Urbana-Champaign 1992 — 1998
B.S., Kinesiology
State Farm Agent 2009 - Present
New York Life 2005 - 2009
State Farm Insurance June 1998 - February 2005
Skills
Life Insurance, Health Insurance, Insurance, Term Life Insurance, Homeowners, Underwriting, Whole Life, Umbrella Insurance, Property & Casualty..., Disability Insurance, Universal Life, Commercial Insurance, Fixed Annuities, Long-term Care, Casualty
Education
University of Illinois at Urbana-Champaign 1992 — 1998
B.S., Kinesiology
Sherry Barton Sherry Barton's New York Life Experience October 1987 - Present
Job agent at New York Life
Industry Financial Services
Experience
New York Life October 1987 - Present
Education
University of Oklahoma 1965 — 1969
New York Life October 1987 - Present
Education
University of Oklahoma 1965 — 1969
Steve Huber's New York Life Experience January 1994 - January 2000
Job Interstate Battery
Industry Industrial Automation
Experience
Interstate Battery April 2012 - Present
Stansteel Hotmix Parts March 2008 - May 2011
HAR Adhesive Technologies 2003 - 2007
Shippers Supply Company August 2000 - February 2003
New York Life January 1994 - January 2000
Gentec Equipment January 1990 - January 1994
Air Systems January 1986 - January 1990
Western/Daniel Geophysical January 1984 - January 1986
Skills
Sales Management, New Business Development, Customer Service, Negotiation, Account Management, Team Building, Business Development, Sales Operations, Sales, Business Strategy, Marketing Strategy, Sales Process, Solution Selling, Manufacturing, Strategic Planning, Supply Chain Management, Direct Sales, Business Networking, Marketing, Key Account Management, B2B, Cold Calling, Process Improvement, Selling, Start-ups, CRM, Contract Negotiation, Business Planning, Operations Management, Lead Generation, Strategy, Pricing, Sales Presentations, Product Marketing, P&L Management, International Sales, Salesforce.com, Purchasing, Cross-functional Team..., Strategic Partnerships, Competitive Analysis, Product Development, Forecasting, Leadership, Market Planning, Executive Management, Customer Retention, International Business, Management, Product Management
Education
University Louisville 1981 — 1984
BS
University of Louisville 1974 — 1984
BA & BS
Saint Xavier High School 1970 — 1974
Interstate Battery April 2012 - Present
Stansteel Hotmix Parts March 2008 - May 2011
HAR Adhesive Technologies 2003 - 2007
Shippers Supply Company August 2000 - February 2003
New York Life January 1994 - January 2000
Gentec Equipment January 1990 - January 1994
Air Systems January 1986 - January 1990
Western/Daniel Geophysical January 1984 - January 1986
Skills
Sales Management, New Business Development, Customer Service, Negotiation, Account Management, Team Building, Business Development, Sales Operations, Sales, Business Strategy, Marketing Strategy, Sales Process, Solution Selling, Manufacturing, Strategic Planning, Supply Chain Management, Direct Sales, Business Networking, Marketing, Key Account Management, B2B, Cold Calling, Process Improvement, Selling, Start-ups, CRM, Contract Negotiation, Business Planning, Operations Management, Lead Generation, Strategy, Pricing, Sales Presentations, Product Marketing, P&L Management, International Sales, Salesforce.com, Purchasing, Cross-functional Team..., Strategic Partnerships, Competitive Analysis, Product Development, Forecasting, Leadership, Market Planning, Executive Management, Customer Retention, International Business, Management, Product Management
Education
University Louisville 1981 — 1984
BS
University of Louisville 1974 — 1984
BA & BS
Saint Xavier High School 1970 — 1974
Hank Bereman's New York Life Experience September 1995 - April 1999
Job Senior Consultant and Health & Group Benefits Practice Leader at Towers Watson
Industry Health, Wellness and Fitness
Experience
Towers Watson March 2009 - Present
Towers Watson May 1999 - Present
New York Life September 1995 - April 1999
MetLife August 1992 - September 1995
Skills
Employee Benefits, Health Insurance, Strategic Planning, Insurance, Benchmarking, Vendor Management, Change Management, Human Resources, Financial Analysis, Management Consulting, Employee Engagement, HR Consulting, Program Management, Health Care Reform, Defined Benefit, Strategy, Benefits Administration
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
BS, Finance
Towers Watson March 2009 - Present
Towers Watson May 1999 - Present
New York Life September 1995 - April 1999
MetLife August 1992 - September 1995
Skills
Employee Benefits, Health Insurance, Strategic Planning, Insurance, Benchmarking, Vendor Management, Change Management, Human Resources, Financial Analysis, Management Consulting, Employee Engagement, HR Consulting, Program Management, Health Care Reform, Defined Benefit, Strategy, Benefits Administration
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
BS, Finance
Jeff Carrol Jeff Carrol's New York Life Experience March 2009 - August 2012
Job Financial Advisor / Investment Advisor at SWBC Wealth Management
Industry Financial Services
Experience
SWBC Wealth Management September 2012 - Present
Breast Cancer Resource Center May 2008 - Present
Emmis Austin Radio September 1982 - Present
New York Life March 2009 - August 2012
LBJ Broadcasting 1982 - 2009
KLBJ-FM (Emmis Communications) 1982 - 2009
KATT FM September 1979 - August 1982
KFMZ- FM September 1974 - September 1978
Skills
Broadcast, Radio, Radio Producing, Nonprofits, Voice Over, Radio Broadcasting, Financial Services, Investment Advisory, Retirement Planning, Education Funding, Long Term Care Insurance, Insurance, Brand Management, Management, Public Speaking, Public Relations, FAA Licensed Pilot, Adobe Audition
Education
University of Missouri-Columbia 1974 — 1978
Bachelor Of Journalism, Broadcast Journalism
SWBC Wealth Management September 2012 - Present
Breast Cancer Resource Center May 2008 - Present
Emmis Austin Radio September 1982 - Present
New York Life March 2009 - August 2012
LBJ Broadcasting 1982 - 2009
KLBJ-FM (Emmis Communications) 1982 - 2009
KATT FM September 1979 - August 1982
KFMZ- FM September 1974 - September 1978
Skills
Broadcast, Radio, Radio Producing, Nonprofits, Voice Over, Radio Broadcasting, Financial Services, Investment Advisory, Retirement Planning, Education Funding, Long Term Care Insurance, Insurance, Brand Management, Management, Public Speaking, Public Relations, FAA Licensed Pilot, Adobe Audition
Education
University of Missouri-Columbia 1974 — 1978
Bachelor Of Journalism, Broadcast Journalism
Parul Bhojwani's New York Life Experience February 2008 - June 2014
Job Sr. eLead Procedures Consultant at MetLife
Industry Information Technology and Services
Experience
MetLife June 2014 - Present
New York Life February 2008 - June 2014
Binaco June 2006 - February 2014
Cedalion.net Corporation 1997 - 2007
Skills
IRAs, Life Insurance, Project Management, 401k Rollovers, SharePoint, Finance, Securities, Microsoft Technologies, Windows Server, Active Directory, Microsoft Exchange, Networking, Microsoft SQL Server, Business Analysis, Risk Management, Budgets, Retirement Planning, Strategic Financial..., Wealth Management, Asset Managment, Network Administration, Customer Service, Team Leadership, Data Center, Cisco Technologies, TCP/IP, Network Security, IIS, Microsoft Certified..., Business Process, Program Management, Process Improvement, Business Process..., Requirements Analysis, Troubleshooting, Server Administration, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Microsoft Word, Accounting, Analysis, Requirements Gathering
Education
New Horizions 1998 — 2000
MCSE, Information Technology
University of North Carolina at Charlotte 1992 — 1997
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
MetLife June 2014 - Present
New York Life February 2008 - June 2014
Binaco June 2006 - February 2014
Cedalion.net Corporation 1997 - 2007
Skills
IRAs, Life Insurance, Project Management, 401k Rollovers, SharePoint, Finance, Securities, Microsoft Technologies, Windows Server, Active Directory, Microsoft Exchange, Networking, Microsoft SQL Server, Business Analysis, Risk Management, Budgets, Retirement Planning, Strategic Financial..., Wealth Management, Asset Managment, Network Administration, Customer Service, Team Leadership, Data Center, Cisco Technologies, TCP/IP, Network Security, IIS, Microsoft Certified..., Business Process, Program Management, Process Improvement, Business Process..., Requirements Analysis, Troubleshooting, Server Administration, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Microsoft Word, Accounting, Analysis, Requirements Gathering
Education
New Horizions 1998 — 2000
MCSE, Information Technology
University of North Carolina at Charlotte 1992 — 1997
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Jamie Manson's New York Life Experience December 1995 - April 1999
Job Infrastructure and Power Investment
Industry Investment Management
Experience
SkyPower Global September 2015 - Present
Brookfield Financial Corp. January 2013 - April 2015
Investec April 2008 - January 2013
GE Energy Financial Services July 2005 - April 2008
Republic Financial Corporation June 2000 - December 2004
CoBank April 1999 - May 2000
New York Life December 1995 - April 1999
BNP Paribas January 1994 - December 1995
CIBC April 1991 - December 1993
Skills
Project Finance, Private Equity, Mezzanine, Investment Banking, Investments, Renewable Energy, Equities, Energy, Credit, Financial Advisory, Financial Structuring
Education
University of Notre Dame 1982 — 1986
BBA, Finance & International Relations
St. Mary's International School, Tokyo, Japan 1978 — 1982
High School
SkyPower Global September 2015 - Present
Brookfield Financial Corp. January 2013 - April 2015
Investec April 2008 - January 2013
GE Energy Financial Services July 2005 - April 2008
Republic Financial Corporation June 2000 - December 2004
CoBank April 1999 - May 2000
New York Life December 1995 - April 1999
BNP Paribas January 1994 - December 1995
CIBC April 1991 - December 1993
Skills
Project Finance, Private Equity, Mezzanine, Investment Banking, Investments, Renewable Energy, Equities, Energy, Credit, Financial Advisory, Financial Structuring
Education
University of Notre Dame 1982 — 1986
BBA, Finance & International Relations
St. Mary's International School, Tokyo, Japan 1978 — 1982
High School
Barbara J. Curtis Barbara J. Curtis's New York Life Experience May 2008 - November 2011
Job Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
Strong Women, Strong Girls 2014 - 2015
Strong Women, Strong Girls 2014 - 2015
New York Life May 2008 - November 2011
Fidelity Investments March 2005 - April 2008
Fidelity Investments July 2003 - February 2005
Fidelity Investments July 2002 - June 2003
Fidelity Investments May 1999 - June 2002
Skills
401k, Defined Benefit, Retirement Planning, Defined Contribution, Retirement, Series 63, Mutual Funds, Program Management, Series 6, Pensions, Financial Services, Team Building, Employee Benefits, Investments, Relationship Management, Leadership, ERISA, Strategy, Management, Securities, Investment Advisory, Integrated Marketing, Wealth Management, CRM, Retirement Plan..., Qualified Retirement..., FINRA, Profit Sharing, Investment Strategies, Fixed Annuities
Education
University of Massachusetts, Amherst 1980 — 1983
BA, Management in Arts Production
TIAA-CREF January 2012 - Present
Strong Women, Strong Girls 2014 - 2015
Strong Women, Strong Girls 2014 - 2015
New York Life May 2008 - November 2011
Fidelity Investments March 2005 - April 2008
Fidelity Investments July 2003 - February 2005
Fidelity Investments July 2002 - June 2003
Fidelity Investments May 1999 - June 2002
Skills
401k, Defined Benefit, Retirement Planning, Defined Contribution, Retirement, Series 63, Mutual Funds, Program Management, Series 6, Pensions, Financial Services, Team Building, Employee Benefits, Investments, Relationship Management, Leadership, ERISA, Strategy, Management, Securities, Investment Advisory, Integrated Marketing, Wealth Management, CRM, Retirement Plan..., Qualified Retirement..., FINRA, Profit Sharing, Investment Strategies, Fixed Annuities
Education
University of Massachusetts, Amherst 1980 — 1983
BA, Management in Arts Production
Brad Gordon Brad Gordon's New York Life Experience 1992 - 1993
Job President at MAF Companies, Inc
Industry Financial Services
Experience
MAF Companies, Inc September 1993 - Present
J Street 2012 - 2013
New York Life 1992 - 1993
Larry Gordon Agency April 1983 - December 1991
Skills
Financial Goals, Buy-sell Agreements, Retirement Planning, Network Administration, Disability Insurance, Long-term Care, Fixed Annuities, Estate Planning, Life Insurance, Term Life Insurance, Universal Life, Insurance, Wealth Management, Financial Planners, Employee Benefits, Long Term Care Insurance, Health Insurance, Strategic Financial..., IRAs, Series 7, Retirement, Brokers, Critical Illness, Whole Life, Series 63, Mutual Funds, Series 6, Underwriting, 401k, Wealth, Executive Pay, Group Insurance, Accident, Insurance Brokerage, Wealth Accumulation, Financial Advisory, Pensions, Finance, Financial Services, Personal Finance, Financial Planning
Education
The University of Chicago 1980 — 1981
MBA, Finance
University of Pennsylvania - The Wharton School 1974 — 1978
BSE, Marketing
MAF Companies, Inc September 1993 - Present
J Street 2012 - 2013
New York Life 1992 - 1993
Larry Gordon Agency April 1983 - December 1991
Skills
Financial Goals, Buy-sell Agreements, Retirement Planning, Network Administration, Disability Insurance, Long-term Care, Fixed Annuities, Estate Planning, Life Insurance, Term Life Insurance, Universal Life, Insurance, Wealth Management, Financial Planners, Employee Benefits, Long Term Care Insurance, Health Insurance, Strategic Financial..., IRAs, Series 7, Retirement, Brokers, Critical Illness, Whole Life, Series 63, Mutual Funds, Series 6, Underwriting, 401k, Wealth, Executive Pay, Group Insurance, Accident, Insurance Brokerage, Wealth Accumulation, Financial Advisory, Pensions, Finance, Financial Services, Personal Finance, Financial Planning
Education
The University of Chicago 1980 — 1981
MBA, Finance
University of Pennsylvania - The Wharton School 1974 — 1978
BSE, Marketing
John Gust, LUTCF, CLTC John Gust, LUTCF, CLTC's New York Life Experience July 2008 - Present
Job Financial Adviser
Industry Financial Services
Experience
Eagle Strategies LLC January 2011 - Present
New York Life July 2008 - Present
Ust Trading May 1988 - December 2009
Skills
Strategic Financial..., Insurance, Finance, Investments, Retirement, Management, Securities, Financial Advisory, Long Term Care Insurance, Fixed Annuities, Risk Management, Wealth Management, Strategic Planning, Asset Management, Portfolio Management, Negotiation, Life Insurance, IRAs, Mutual Funds, Asset Allocation, Financial Services, Budgets, Analysis, Estate Planning, Disability Insurance, New Business Development, Business Planning
Education
University of Iowa 1985 — 1988
BBA, Marketing/Finance
Maine South
Maine South
Maine South
Eagle Strategies LLC January 2011 - Present
New York Life July 2008 - Present
Ust Trading May 1988 - December 2009
Skills
Strategic Financial..., Insurance, Finance, Investments, Retirement, Management, Securities, Financial Advisory, Long Term Care Insurance, Fixed Annuities, Risk Management, Wealth Management, Strategic Planning, Asset Management, Portfolio Management, Negotiation, Life Insurance, IRAs, Mutual Funds, Asset Allocation, Financial Services, Budgets, Analysis, Estate Planning, Disability Insurance, New Business Development, Business Planning
Education
University of Iowa 1985 — 1988
BBA, Marketing/Finance
Maine South
Maine South
Maine South
S. Taylor Brinton, CLTC, LUTCF's New York Life Experience March 2008 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Brinton Insurance and Investments March 2008 - Present
New York Life March 2008 - Present
Villages at Millcreek HOA January 2009 - August 2010
Villages at Millcreek 2004 - 2008
Skills
Insurance, Estate Planning, Investments, Retirement, Retirement Planning, 401(k) Rollovers, Annuity Sales, Buy-sell Agreements, IRA Rollovers, Key Person Insurance, Life Insurance, Lifetime Income..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Protection..., Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Financial Services, Long Term Care Insurance
Education
The American College of Financial Services 2011 — 2011
LUTCF, Life Underwriter Training Council Fellow
University Of Phoenix 2003 — 2008
Business Finance, Finance
Brighton High School
Brinton Insurance and Investments March 2008 - Present
New York Life March 2008 - Present
Villages at Millcreek HOA January 2009 - August 2010
Villages at Millcreek 2004 - 2008
Skills
Insurance, Estate Planning, Investments, Retirement, Retirement Planning, 401(k) Rollovers, Annuity Sales, Buy-sell Agreements, IRA Rollovers, Key Person Insurance, Life Insurance, Lifetime Income..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Protection..., Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Financial Services, Long Term Care Insurance
Education
The American College of Financial Services 2011 — 2011
LUTCF, Life Underwriter Training Council Fellow
University Of Phoenix 2003 — 2008
Business Finance, Finance
Brighton High School
Jeffrey Garnica, CLTC's New York Life Experience October 2013 - Present
Job Long Term Care Product Consultant at New York Life
Industry Financial Services
Experience
New York Life October 2013 - Present
Genworth Financial December 2008 - October 2013
Huntington Investments January 2006 - December 2008
AXA Advisors October 2002 - December 2005
Sims Portex April 1996 - October 2002
Walker Manufacturing Company 1991 - 1995
Skills
Retirement Planning, Long-term Care, Retirement, Financial Advisory, Insurance, Long Term Care Insurance, Strategic Financial..., Fixed Annuities, Wealth Management, Series 6, Series 63, Variable Annuities
Education
University of North Carolina at Chapel Hill 1984 — 1989
New York Life October 2013 - Present
Genworth Financial December 2008 - October 2013
Huntington Investments January 2006 - December 2008
AXA Advisors October 2002 - December 2005
Sims Portex April 1996 - October 2002
Walker Manufacturing Company 1991 - 1995
Skills
Retirement Planning, Long-term Care, Retirement, Financial Advisory, Insurance, Long Term Care Insurance, Strategic Financial..., Fixed Annuities, Wealth Management, Series 6, Series 63, Variable Annuities
Education
University of North Carolina at Chapel Hill 1984 — 1989
Anne Blaine's New York Life Experience December 2005 - November 2010
Job Client Service Manager at ADP
Industry Financial Services
Experience
ADP November 2010 - Present
New York Life December 2005 - November 2010
National Recovery Services, Inc. January 2001 - December 2004
Robert Half International April 2000 - December 2000
AT&T October 1984 - March 2000
AT&T 1984 - 2000
Skills
Simple IRA, Client Education, Salesforce.com, Sales, Customer Engagement, Insurance, Mutual Funds, Analysis, Retirement Planning, Employee Benefits, Customer Service, Process Improvement, Mortgage Marketing, Executive Pay, Life Insurance, Team Building, Marketing Strategy, Time Management, Management, IRAs, Financial Modeling, Marketing, Retirement, Series 63, Strategic Planning, Leadership, Public Speaking, Project Management, Training
Education
University of Phoenix
BS, Business Management
ADP November 2010 - Present
New York Life December 2005 - November 2010
National Recovery Services, Inc. January 2001 - December 2004
Robert Half International April 2000 - December 2000
AT&T October 1984 - March 2000
AT&T 1984 - 2000
Skills
Simple IRA, Client Education, Salesforce.com, Sales, Customer Engagement, Insurance, Mutual Funds, Analysis, Retirement Planning, Employee Benefits, Customer Service, Process Improvement, Mortgage Marketing, Executive Pay, Life Insurance, Team Building, Marketing Strategy, Time Management, Management, IRAs, Financial Modeling, Marketing, Retirement, Series 63, Strategic Planning, Leadership, Public Speaking, Project Management, Training
Education
University of Phoenix
BS, Business Management
Tiffany Awsumb Tiffany Awsumb's New York Life Experience 2011 - 2014
Job Owner
Industry Cosmetics
Experience
Ryan Real Estate September 2015 - Present
Flawless Faces Organics November 2013 - Present
Morrie's Automotive Group 2014 - 2015
Morrie's Automotive Group 2014 - 2015
Morrie's Automotive Group 2014 - 2015
New York Life 2011 - 2014
New York Life 2011 - 2014
New York Life 2011 - 2014
Skills
IRAs, Fixed Annuities, Insurance, Buy-sell Agreements, Wealth Accumulation, Retirement Planning, Roth IRA, In-home Sales, College Savings Plans, 401k Rollovers, Long Term Care Insurance, Whole Life, Selling, Project Planning, Customer Retention, Loans, Term Life Insurance, Wealth Management, Residential Mortgages, Disability Insurance, Sales, Estate Planning, Credit, Life Insurance, Financial Services, Financial Analysis, Personal Finance, Retirement, Property & Casualty..., Finance, Small Business, Underwriting, Long-term Care, Investments, Employee Benefits, Budgets, Securities, Strategic Financial..., 401k, Health Insurance, Financial Planners, Financial Planning
Education
University of Phoenix 2005 — 2009
BSBA, Business
Ryan Real Estate September 2015 - Present
Flawless Faces Organics November 2013 - Present
Morrie's Automotive Group 2014 - 2015
Morrie's Automotive Group 2014 - 2015
Morrie's Automotive Group 2014 - 2015
New York Life 2011 - 2014
New York Life 2011 - 2014
New York Life 2011 - 2014
Skills
IRAs, Fixed Annuities, Insurance, Buy-sell Agreements, Wealth Accumulation, Retirement Planning, Roth IRA, In-home Sales, College Savings Plans, 401k Rollovers, Long Term Care Insurance, Whole Life, Selling, Project Planning, Customer Retention, Loans, Term Life Insurance, Wealth Management, Residential Mortgages, Disability Insurance, Sales, Estate Planning, Credit, Life Insurance, Financial Services, Financial Analysis, Personal Finance, Retirement, Property & Casualty..., Finance, Small Business, Underwriting, Long-term Care, Investments, Employee Benefits, Budgets, Securities, Strategic Financial..., 401k, Health Insurance, Financial Planners, Financial Planning
Education
University of Phoenix 2005 — 2009
BSBA, Business
Steve Melisi Steve Melisi's New York Life Experience May 2003 - October 2006
Job Project Manager at Bank of America
Industry Marketing and Advertising
Experience
Bank of America September 2014 - Present
MFS Investment Management October 2006 - June 2014
New York Life May 2003 - October 2006
Pearson Custom Publishing April 2002 - November 2002
William M Mercer March 2001 - November 2001
Kluwer Law International March 1997 - March 2001
Berklee College of Music May 1989 - March 1997
Skills
Copy Editing, Project Management, QuarkXPress, Desktop Publishing, Marketing Communications, Publishing, Newsletters, Proofreading, Creative Writing, Public Speaking, Adobe Acrobat, InDesign, Print Production Process, Direct Mail, Brochures, Purchasing, Negotiation, Print Buying, Higher Education, Leadership, Illustrator, Acting, Publ, Book P, Books, Production Managment, Print Production
Education
University of New Hampshire
Bachelor's degree, English
Bank of America September 2014 - Present
MFS Investment Management October 2006 - June 2014
New York Life May 2003 - October 2006
Pearson Custom Publishing April 2002 - November 2002
William M Mercer March 2001 - November 2001
Kluwer Law International March 1997 - March 2001
Berklee College of Music May 1989 - March 1997
Skills
Copy Editing, Project Management, QuarkXPress, Desktop Publishing, Marketing Communications, Publishing, Newsletters, Proofreading, Creative Writing, Public Speaking, Adobe Acrobat, InDesign, Print Production Process, Direct Mail, Brochures, Purchasing, Negotiation, Print Buying, Higher Education, Leadership, Illustrator, Acting, Publ, Book P, Books, Production Managment, Print Production
Education
University of New Hampshire
Bachelor's degree, English
Brandon Tryon Brandon Tryon's New York Life Experience June 2008 - April 2009
Job Partial Carrier Sales Executive at Echo Global Logistics
Industry Transportation/Trucking/Railroad
Experience
Echo Global Logistics March 2015 - Present
Echo Global Logistics April 2012 - March 2015
Tryon Enterprises LLC April 2009 - April 2012
New York Life June 2008 - April 2009
Victor Plastics Inc. August 2007 - February 2008
Skills
Investments, New Business Development, Leadership, Strategic Planning, Account Management, Finance, Due Diligence, Sales, Analysis, Marketing, Insurance, Strategy, Sales Management, Customer Service, Accident, Management, Social Media
Education
University of Iowa 2003 — 2007
Business, Finance & Marketing
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Finance, Marketing
Echo Global Logistics March 2015 - Present
Echo Global Logistics April 2012 - March 2015
Tryon Enterprises LLC April 2009 - April 2012
New York Life June 2008 - April 2009
Victor Plastics Inc. August 2007 - February 2008
Skills
Investments, New Business Development, Leadership, Strategic Planning, Account Management, Finance, Due Diligence, Sales, Analysis, Marketing, Insurance, Strategy, Sales Management, Customer Service, Accident, Management, Social Media
Education
University of Iowa 2003 — 2007
Business, Finance & Marketing
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Finance, Marketing
Robert Orenstein, MBA Robert Orenstein, MBA's New York Life Experience April 2000 - Present
Job Agent at New York Life
Industry Financial Services
Experience
LeTip of Clybourn Corridor January 2013 - Present
New York Life April 2000 - Present
Skills
Public Speaking, Strategic Planning, Leadership Development, Insurance, Recruiting, Project Management, Networking, Team Building, Coaching, Mentoring, Musical Improvisation, Singing, Life Insurance, Start-ups, Mergers & Acquisitions, Leadership, Strategy, Marketing, Finance, Investments, Budgets, Sales, Nonprofits, Training, Analysis, Small Business, Retirement, Account Management, Entrepreneurship, Fundraising, Accounting, Management, New Business Development, Customer Service, Public Relations, Portfolio Management, Business Planning, Customer Satisfaction, Event Planning, Business Development, Program Management, Marketing Strategy, Social Networking, Social Media
Education
University of Wisconsin-Madison - School of Business 1982 — 1984
MBA, Finance, Investments and Banking
University of Minnesota-Twin Cities 1974 — 1979
BA, Sociology
LeTip of Clybourn Corridor January 2013 - Present
New York Life April 2000 - Present
Skills
Public Speaking, Strategic Planning, Leadership Development, Insurance, Recruiting, Project Management, Networking, Team Building, Coaching, Mentoring, Musical Improvisation, Singing, Life Insurance, Start-ups, Mergers & Acquisitions, Leadership, Strategy, Marketing, Finance, Investments, Budgets, Sales, Nonprofits, Training, Analysis, Small Business, Retirement, Account Management, Entrepreneurship, Fundraising, Accounting, Management, New Business Development, Customer Service, Public Relations, Portfolio Management, Business Planning, Customer Satisfaction, Event Planning, Business Development, Program Management, Marketing Strategy, Social Networking, Social Media
Education
University of Wisconsin-Madison - School of Business 1982 — 1984
MBA, Finance, Investments and Banking
University of Minnesota-Twin Cities 1974 — 1979
BA, Sociology
Liza Tyler Liza Tyler's New York Life Experience February 2009 - December 2013
Job Sr. Vice President, Annuity Sales at AIG Life and Retirement
Industry Financial Services
Experience
AIG January 2014 - Present
New York Life February 2009 - December 2013
Genworth Financial October 2006 - February 2009
Genworth Financial February 1999 - October 2006
GE Financial Assurance November 1997 - February 1998
Skills
Fixed Annuities, Series 63, Series 7, Cross-functional Team..., Sales Presentations, Strategic Partnerships, Series 6, Mutual Funds, Executive Pay, Analytics
Education
University of Minnesota-Twin Cities 1989 — 1993
BA, Political Science, Communications
Appleton East
AIG January 2014 - Present
New York Life February 2009 - December 2013
Genworth Financial October 2006 - February 2009
Genworth Financial February 1999 - October 2006
GE Financial Assurance November 1997 - February 1998
Skills
Fixed Annuities, Series 63, Series 7, Cross-functional Team..., Sales Presentations, Strategic Partnerships, Series 6, Mutual Funds, Executive Pay, Analytics
Education
University of Minnesota-Twin Cities 1989 — 1993
BA, Political Science, Communications
Appleton East
Rajesh Pathak Rajesh Pathak's New York Life Experience 2008 - 2008
Job Insurance broker
Industry Insurance
Experience
Freelance June 2008 - Present
MirQuest Financial, LLC 2008 - 2009
New York Life 2008 - 2008
Skills
Life Insurance, Insurance, Health Insurance, Disability Insurance, Brokers, Long-term Care, Term Life Insurance, Umbrella Insurance, Property & Casualty..., Fixed Annuities, Commercial Insurance, Critical Illness, Underwriting, Retirement Planning, Retirement, Strategic Financial..., Investments, Health Savings Accounts, Small Business, Medicare, Financial Analysis, Long Term Care Insurance, Medicare Part D, Sales, Licensed Life, Financial Services, Account Management, Employee Benefits, Financial Planners, Claims Handling, Professional Liability
Education
University of Mumbai 1968 — 1974
B.com with accounts & Audit, L.L.B. Law
Freelance June 2008 - Present
MirQuest Financial, LLC 2008 - 2009
New York Life 2008 - 2008
Skills
Life Insurance, Insurance, Health Insurance, Disability Insurance, Brokers, Long-term Care, Term Life Insurance, Umbrella Insurance, Property & Casualty..., Fixed Annuities, Commercial Insurance, Critical Illness, Underwriting, Retirement Planning, Retirement, Strategic Financial..., Investments, Health Savings Accounts, Small Business, Medicare, Financial Analysis, Long Term Care Insurance, Medicare Part D, Sales, Licensed Life, Financial Services, Account Management, Employee Benefits, Financial Planners, Claims Handling, Professional Liability
Education
University of Mumbai 1968 — 1974
B.com with accounts & Audit, L.L.B. Law
Jia Huang Jia Huang's New York Life Experience November 2001 - March 2014
Job CoFounder & CEO, CFO at Viral Child Global Media
Industry Marketing and Advertising
Experience
Viral Child Global Media May 2014 - Present
New York Life November 2001 - March 2014
New York Life Insurance company September 2001 - February 2014
Education
University of Massachusetts, Amherst 1996 — 2000
Viral Child Global Media May 2014 - Present
New York Life November 2001 - March 2014
New York Life Insurance company September 2001 - February 2014
Education
University of Massachusetts, Amherst 1996 — 2000
Joshua M. Jensen's New York Life Experience May 2010 - Present
Job Partner / Sales Manager
Industry Financial Services
Experience
New York Life May 2010 - Present
Skills
Estate Planning, Retirement, Financial Services, Life Insurance, Training, Strategic Financial..., Investments, Insurance, Fixed Annuities, Sales, Disability Insurance, Retirement Planning, IRAs, Risk Management, 401k, Mutual Funds
Education
University of Oregon 2001 — 2005
Bachelor of Science, Finance/Business Administration, English
Torrance High 1996 — 2000
Diploma, General
New York Life May 2010 - Present
Skills
Estate Planning, Retirement, Financial Services, Life Insurance, Training, Strategic Financial..., Investments, Insurance, Fixed Annuities, Sales, Disability Insurance, Retirement Planning, IRAs, Risk Management, 401k, Mutual Funds
Education
University of Oregon 2001 — 2005
Bachelor of Science, Finance/Business Administration, English
Torrance High 1996 — 2000
Diploma, General
Charlie Santiago CLF's New York Life Experience June 2008 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
NEW YORK LIFE June 2008 - Present
New York Life April 2006 - June 2008
Latin Productions inc. September 2004 - February 2006
Alexander Ford Mercury August 2002 - September 2004
Skills
Leadership, Recruiting, Retirement Planning, Retirement, Business Planning, Fixed Annuities, Estate Planning, Training, 401k, Life Insurance, Selling, Time Management, College Recruiting, Interviews, Hands On Leader, Thought Leadership, Communication, Financial Recruiting, Interviewing, Multi-tasking Skills, Sales Management, Sales, Public Speaking, Disability Insurance, Financial Planning
Education
University of Phoenix 2005 — 2006
New York Life Insurance Company April 2015 - Present
NEW YORK LIFE June 2008 - Present
New York Life April 2006 - June 2008
Latin Productions inc. September 2004 - February 2006
Alexander Ford Mercury August 2002 - September 2004
Skills
Leadership, Recruiting, Retirement Planning, Retirement, Business Planning, Fixed Annuities, Estate Planning, Training, 401k, Life Insurance, Selling, Time Management, College Recruiting, Interviews, Hands On Leader, Thought Leadership, Communication, Financial Recruiting, Interviewing, Multi-tasking Skills, Sales Management, Sales, Public Speaking, Disability Insurance, Financial Planning
Education
University of Phoenix 2005 — 2006
Ryan Bergan Ryan Bergan's New York Life Experience May 2008 - October 2010
Job Fiscal Analyst
Industry Government Administration
Experience
Michigan Senate Fiscal Agency January 2015 - Present
Sprint July 2013 - December 2014
Central Michigan University August 2012 - May 2014
Verizon Wireless November 2010 - May 2012
New York Life May 2008 - October 2010
PNC Bank / PNC Investments June 2009 - December 2009
AIG American General July 2006 - April 2008
JD Byrider March 2006 - July 2006
Skills
Investments, Customer Service, Fixed Annuities, Strategic Financial..., Insurance, Financial Analysis, Financial Planning, Retirement, Life Insurance, Loans, Account Management, Credit, Retirement Planning, Term Life Insurance, Research, Budget Management, Microsoft Office, Analysis, Finance, Microsoft Excel, Data Analysis
Education
Central Michigan University 2012 — 2014
Master’s Degree, Economics
University of Northern Iowa 2002 — 2005
BA, Criminology
Michigan Senate Fiscal Agency January 2015 - Present
Sprint July 2013 - December 2014
Central Michigan University August 2012 - May 2014
Verizon Wireless November 2010 - May 2012
New York Life May 2008 - October 2010
PNC Bank / PNC Investments June 2009 - December 2009
AIG American General July 2006 - April 2008
JD Byrider March 2006 - July 2006
Skills
Investments, Customer Service, Fixed Annuities, Strategic Financial..., Insurance, Financial Analysis, Financial Planning, Retirement, Life Insurance, Loans, Account Management, Credit, Retirement Planning, Term Life Insurance, Research, Budget Management, Microsoft Office, Analysis, Finance, Microsoft Excel, Data Analysis
Education
Central Michigan University 2012 — 2014
Master’s Degree, Economics
University of Northern Iowa 2002 — 2005
BA, Criminology
Carlos A. Velazquez's New York Life Experience October 2006 - November 2010
Job Medical Device Representative at Zimmer Biomet Orthopedics
Industry Medical Devices
Experience
Zimmer Biomet October 2010 - Present
New York Life October 2006 - November 2010
NBC Affiliate WFLA Channel 8 News, Tampa Fl August 2005 - January 2006
Ochsner Clinic Foundation January 2002 - February 2005
Skills
Medical Devices, Orthopedics, Sports Medicine, Surgery, Hospitals, Operating Room, Sales Operations, Sales, Disposables, Surgeons, Orthopedic, Spine, Surgical Instruments, Neurosurgery, General Surgery, Biologics, Market Development
Education
University of New Orleans 1999 — 2004
Communications, Liberal Arts
Jesuit High School New Orleans 1994 — 1999
Zimmer Biomet October 2010 - Present
New York Life October 2006 - November 2010
NBC Affiliate WFLA Channel 8 News, Tampa Fl August 2005 - January 2006
Ochsner Clinic Foundation January 2002 - February 2005
Skills
Medical Devices, Orthopedics, Sports Medicine, Surgery, Hospitals, Operating Room, Sales Operations, Sales, Disposables, Surgeons, Orthopedic, Spine, Surgical Instruments, Neurosurgery, General Surgery, Biologics, Market Development
Education
University of New Orleans 1999 — 2004
Communications, Liberal Arts
Jesuit High School New Orleans 1994 — 1999
Manohar Suryavanshi Manohar Suryavanshi's New York Life Experience June 2002 - December 2003
Job Founder at Global Data Management Inc
Industry Financial Services
Experience
AT&T March 2014 - Present
Global Data Management Inc February 2008 - Present
JPMorgan Chase October 2012 - February 2014
Citi August 2010 - September 2012
Bank of America July 2005 - August 2010
AIT Global Inc. January 2002 - July 2008
Freddie Mac December 2004 - August 2005
UBS January 2004 - November 2004
New York Life June 2002 - December 2003
JP Morgan Chase November 2001 - June 2002
Skills
Sybase, JMS, Spring, SOA, Oracle, Core Java, Unix, Java, EJB, Oracle Coherence, Credit Derivatives, Interest Rate..., Risk Management, JMX, Oracle Streams, XSD, FpML, Gemfire, C, C++, Grid Computing, Web Logic, Websphere, CVA, TIBCO EMS, RV, Oracle SQL, Distributed..., SQL Server, Risk Aggregation, Cross-Product Trade..., P&L, e-trading platforms, Big Data, Cassandra, Hadoop, Apache ZooKeeper
Education
College of Engineering Pune University 1994 — 1998
Bachelor of Engineering (B.E.)
University of Pune
Diploma in Advance Computing
AT&T March 2014 - Present
Global Data Management Inc February 2008 - Present
JPMorgan Chase October 2012 - February 2014
Citi August 2010 - September 2012
Bank of America July 2005 - August 2010
AIT Global Inc. January 2002 - July 2008
Freddie Mac December 2004 - August 2005
UBS January 2004 - November 2004
New York Life June 2002 - December 2003
JP Morgan Chase November 2001 - June 2002
Skills
Sybase, JMS, Spring, SOA, Oracle, Core Java, Unix, Java, EJB, Oracle Coherence, Credit Derivatives, Interest Rate..., Risk Management, JMX, Oracle Streams, XSD, FpML, Gemfire, C, C++, Grid Computing, Web Logic, Websphere, CVA, TIBCO EMS, RV, Oracle SQL, Distributed..., SQL Server, Risk Aggregation, Cross-Product Trade..., P&L, e-trading platforms, Big Data, Cassandra, Hadoop, Apache ZooKeeper
Education
College of Engineering Pune University 1994 — 1998
Bachelor of Engineering (B.E.)
University of Pune
Diploma in Advance Computing
Kirk Marshall's New York Life Experience December 1995 - February 1997
Job Member 2015 Health Care Section Policy Council at American Staffing Association
Industry Staffing and Recruiting
Experience
Premier Medical Staffing July 2002 - Present
American Staffing Association January 2015 - Present
Town of Chelmsford June 2009 - Present
American Resource Staffing June 2002 - December 2014
Telstra October 2000 - June 2002
Comdisco/Prism Communications December 1999 - October 2000
New York Life December 1995 - February 1997
JALIC/North Star Marketing Company April 1989 - December 1995
Skills
Management, Healthcare, Training, Risk Management, Account Management, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Sales, Recruiting, Sourcing, Temporary Placement, Contract Recruitment, Cold Calling, Team Building, New Business Development, Negotiation, Contract Negotiation, Sales Management, Employee Relations, Leadership, College Recruiting, Internet Recruiting, Marketing, Telecommunications, Customer Service, Temporary Staffing, Permanent Placement, Screening Resumes, Time Management, Product Development, Interviews, Selling, Direct Sales, Human Resources, Customer Satisfaction, Employee Benefits, Staffing Services, Networking, Executive Search, Onboarding, Benefits Negotiation, Industrial Sector, Hiring
Education
University of Massachusetts, Amherst 1982 — 1987
BS, Food Marketing
Chelmsford High School 1980 — 1987
Premier Medical Staffing July 2002 - Present
American Staffing Association January 2015 - Present
Town of Chelmsford June 2009 - Present
American Resource Staffing June 2002 - December 2014
Telstra October 2000 - June 2002
Comdisco/Prism Communications December 1999 - October 2000
New York Life December 1995 - February 1997
JALIC/North Star Marketing Company April 1989 - December 1995
Skills
Management, Healthcare, Training, Risk Management, Account Management, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Sales, Recruiting, Sourcing, Temporary Placement, Contract Recruitment, Cold Calling, Team Building, New Business Development, Negotiation, Contract Negotiation, Sales Management, Employee Relations, Leadership, College Recruiting, Internet Recruiting, Marketing, Telecommunications, Customer Service, Temporary Staffing, Permanent Placement, Screening Resumes, Time Management, Product Development, Interviews, Selling, Direct Sales, Human Resources, Customer Satisfaction, Employee Benefits, Staffing Services, Networking, Executive Search, Onboarding, Benefits Negotiation, Industrial Sector, Hiring
Education
University of Massachusetts, Amherst 1982 — 1987
BS, Food Marketing
Chelmsford High School 1980 — 1987
Ben Hargett's New York Life Experience August 2009 - September 2010
Job Human Resource Manager at Wade, Inc
Industry Farming
Experience
Wade, Incorporated June 2011 - Present
TMX Finance January 2011 - June 2011
Byers Engineering September 2010 - January 2011
New York Life August 2009 - September 2010
Security Check, LLC April 2009 - August 2009
McMillan Acres May 2008 - April 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Outlook, Microsoft Word, Marketing, Team Building, Insurance, Human Resources, Performance Management, Training, Interviews, Leadership, Management, Recruiting
Education
University of Mississippi 2004 — 2008
Bachelor of Business Administration, Management; an emphasis in Human Resources
University of Mississippi 2004 — 2008
Bachelor of Business Administration (BBA), Human Resources Management and Services
Wade, Incorporated June 2011 - Present
TMX Finance January 2011 - June 2011
Byers Engineering September 2010 - January 2011
New York Life August 2009 - September 2010
Security Check, LLC April 2009 - August 2009
McMillan Acres May 2008 - April 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Outlook, Microsoft Word, Marketing, Team Building, Insurance, Human Resources, Performance Management, Training, Interviews, Leadership, Management, Recruiting
Education
University of Mississippi 2004 — 2008
Bachelor of Business Administration, Management; an emphasis in Human Resources
University of Mississippi 2004 — 2008
Bachelor of Business Administration (BBA), Human Resources Management and Services
Andrew Gilbo Andrew Gilbo's New York Life Experience August 2003 - November 2008
Job Sales Representative at SURGIQUEST
Industry Medical Devices
Experience
SURGIQUEST June 2014 - Present
ConMed Corporation November 2008 - May 2014
New York Life August 2003 - November 2008
Sports Unlimited LLC November 2002 - April 2003
Skills
Cold Calling, Sales Management, Salesforce.com, Sales Process, Account Management, Direct Sales, Sales, Sales Operations, New Business Development, Strategic Planning, Sales Presentations, Customer Service, Business Development, Team Building, Medical Devices, Surgeons, Capital Equipment, Operating Room, Selling, Sales Force Development
Education
University of Oregon 1998 — 2002
BS, Marketing
University of Oregon - Charles H. Lundquist College of Business 1998 — 2002
Bachelor of Science, Marketing
SURGIQUEST June 2014 - Present
ConMed Corporation November 2008 - May 2014
New York Life August 2003 - November 2008
Sports Unlimited LLC November 2002 - April 2003
Skills
Cold Calling, Sales Management, Salesforce.com, Sales Process, Account Management, Direct Sales, Sales, Sales Operations, New Business Development, Strategic Planning, Sales Presentations, Customer Service, Business Development, Team Building, Medical Devices, Surgeons, Capital Equipment, Operating Room, Selling, Sales Force Development
Education
University of Oregon 1998 — 2002
BS, Marketing
University of Oregon - Charles H. Lundquist College of Business 1998 — 2002
Bachelor of Science, Marketing
Aaron Dekema Aaron Dekema's New York Life Experience September 2008 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life September 2008 - Present
Education
University of Maryland College Park 1993 — 1997
Business and Marketing
New York Life September 2008 - Present
Education
University of Maryland College Park 1993 — 1997
Business and Marketing
Karl Pfefferle's New York Life Experience January 2009 - August 2011
Job Logistics Coordinator at Central Dispatch, Inc
Industry Transportation/Trucking/Railroad
Experience
Central Dispatch, Inc November 2014 - Present
PDQ Moving & Delivery April 2013 - April 2014
Nautisk Forlag AS August 2011 - April 2013
New York Life January 2009 - August 2011
World Ship Supply March 2005 - March 2009
De La Salle High School January 2004 - March 2005
Skills
Logistics, Analysis, Management, Project Management, Purchasing, Sales, Business Development, Supply Chain, Advertising, Banking, New Business Development, Finance, Leadership, Team Building, Contract Negotiation, Marketing Strategy, Strategic Planning, Customer Service, Sales Operations
Education
Louisiana International Trade Center 2005 — 2005
Import/Exporrt Seminar
University of New Orleans 1999 — 2003
Bachelor of Arts, International Studies
Univerität Innsbruck 2000 — 2001
German/European Studies
Central Dispatch, Inc November 2014 - Present
PDQ Moving & Delivery April 2013 - April 2014
Nautisk Forlag AS August 2011 - April 2013
New York Life January 2009 - August 2011
World Ship Supply March 2005 - March 2009
De La Salle High School January 2004 - March 2005
Skills
Logistics, Analysis, Management, Project Management, Purchasing, Sales, Business Development, Supply Chain, Advertising, Banking, New Business Development, Finance, Leadership, Team Building, Contract Negotiation, Marketing Strategy, Strategic Planning, Customer Service, Sales Operations
Education
Louisiana International Trade Center 2005 — 2005
Import/Exporrt Seminar
University of New Orleans 1999 — 2003
Bachelor of Arts, International Studies
Univerität Innsbruck 2000 — 2001
German/European Studies
Brian Jolles Brian Jolles's New York Life Experience January 1982 - December 1984
Job CEO at Jolles Insurance & Financial
Industry Insurance
Experience
We Promote Health January 2007 - Present
Jolles Insurance & Financial January 1987 - Present
Jolles Insurance January 1986 - Present
Jolles Long Term Care Workshops & Seminars January 1986 - Present
Jolles Insurance January 1985 - Present
LeTip of Howard County 1994 - 2015
New York Life January 1982 - December 1984
Colonial Accident & Life January 1981 - March 1982
Skills
Employee Benefits, Small Business, Leadership, Insurance, Disability Insurance, Health Insurance, Entrepreneurship, Strategic Planning, Sales, Long-term Care, Life Insurance, Public Speaking, Training, Management, Team Building, Long Term Care Insurance, Strategic Financial..., New Business Development, Human Resources, Business Planning, Retirement, Nonprofits, Marketing Strategy, Term Life Insurance, Program Management, Marketing, Retirement Planning, Healthcare, Social Media Marketing, Wealth Accumulation, Insurance Brokerage, Succession Planning, Estate Planning, Business Development, Strategy, Fundraising, Leadership Development, Social Networking, Fixed Annuities, Underwriting, Investments, Coaching, Public Relations, Project Planning, Start-ups, Wellness, Time Management, Executive Management, Financial Advisory, Health Promotion
Education
University of Maryland College Park 1979 — 1982
We Promote Health January 2007 - Present
Jolles Insurance & Financial January 1987 - Present
Jolles Insurance January 1986 - Present
Jolles Long Term Care Workshops & Seminars January 1986 - Present
Jolles Insurance January 1985 - Present
LeTip of Howard County 1994 - 2015
New York Life January 1982 - December 1984
Colonial Accident & Life January 1981 - March 1982
Skills
Employee Benefits, Small Business, Leadership, Insurance, Disability Insurance, Health Insurance, Entrepreneurship, Strategic Planning, Sales, Long-term Care, Life Insurance, Public Speaking, Training, Management, Team Building, Long Term Care Insurance, Strategic Financial..., New Business Development, Human Resources, Business Planning, Retirement, Nonprofits, Marketing Strategy, Term Life Insurance, Program Management, Marketing, Retirement Planning, Healthcare, Social Media Marketing, Wealth Accumulation, Insurance Brokerage, Succession Planning, Estate Planning, Business Development, Strategy, Fundraising, Leadership Development, Social Networking, Fixed Annuities, Underwriting, Investments, Coaching, Public Relations, Project Planning, Start-ups, Wellness, Time Management, Executive Management, Financial Advisory, Health Promotion
Education
University of Maryland College Park 1979 — 1982
Tonja Ewing-Gomez Tonja Ewing-Gomez's New York Life Experience February 2009 - August 2009
Job Office Manager at State Farm Insurance
Industry Financial Services
Experience
Playdate Calendar Management May 2012 - Present
State Farm Insurance August 2009 - November 2012
New York Life February 2009 - August 2009
HSBC June 1999 - July 2008
Education
University of Mary Washington 1993 — 1997
BS, Biology
Playdate Calendar Management May 2012 - Present
State Farm Insurance August 2009 - November 2012
New York Life February 2009 - August 2009
HSBC June 1999 - July 2008
Education
University of Mary Washington 1993 — 1997
BS, Biology
Rebecca Gray Rebecca Gray's New York Life Experience 2015 - 2015
Job Real Estate Broker at Berkshire Hathaway HomeServices KoenigRubloff Realty Group
Industry Real Estate
Experience
Berkshire Hathaway HomeServices KoenigRubloff Realty Group July 2014 - Present
New York Life 2015 - 2015
Pamco Label Company August 2013 - April 2014
JP Morgan Chase Bank August 2006 - August 2013
JPMorgan Chase August 2011 - March 2012
Enterprise Rent-A-Car July 2004 - July 2006
Tom James Company 2003 - 2004
Skills
Banking, Loans, Commercial Banking, Sales, Selling, Leadership, Financial Services, Cash Management, Customer Service, Customer Experience, Personal Banking, Finance, Customer Satisfaction, Credit, Commercial Lending, New Business Development, Account Management, Marketing, Real Estate, Investments, Management
Education
University of Illinois at Urbana-Champaign
Berkshire Hathaway HomeServices KoenigRubloff Realty Group July 2014 - Present
New York Life 2015 - 2015
Pamco Label Company August 2013 - April 2014
JP Morgan Chase Bank August 2006 - August 2013
JPMorgan Chase August 2011 - March 2012
Enterprise Rent-A-Car July 2004 - July 2006
Tom James Company 2003 - 2004
Skills
Banking, Loans, Commercial Banking, Sales, Selling, Leadership, Financial Services, Cash Management, Customer Service, Customer Experience, Personal Banking, Finance, Customer Satisfaction, Credit, Commercial Lending, New Business Development, Account Management, Marketing, Real Estate, Investments, Management
Education
University of Illinois at Urbana-Champaign
Chad Moreman's New York Life Experience June 2010 - January 2011
Job Senior Recruiting Manager at Unity Search
Industry Staffing and Recruiting
Experience
Unity Search January 2011 - Present
New York Life June 2010 - January 2011
Maxim Healthcare Services March 2009 - May 2010
Bale Chevrolet August 2008 - February 2009
Downtown Grill August 2007 - July 2008
Wildrose Kennels December 2004 - August 2007
Skills
Recruiting, Sales, Accounting, Auditing, Leadership, Talent Acquisition, Customer Service, Sales Operations
Education
University of Mississippi - School of Business Administration 2003 — 2008
B.A., Managerial Finance
Unity Search January 2011 - Present
New York Life June 2010 - January 2011
Maxim Healthcare Services March 2009 - May 2010
Bale Chevrolet August 2008 - February 2009
Downtown Grill August 2007 - July 2008
Wildrose Kennels December 2004 - August 2007
Skills
Recruiting, Sales, Accounting, Auditing, Leadership, Talent Acquisition, Customer Service, Sales Operations
Education
University of Mississippi - School of Business Administration 2003 — 2008
B.A., Managerial Finance
Amrita Mattoo Thapa, CFA's New York Life Experience February 2011 - Present
Job Corporate Vice President at New York Life
Industry Investment Management
Experience
New York Life February 2011 - Present
New York Life International March 2008 - February 2011
New York Life International June 2003 - March 2008
New York Life January 2003 - July 2003
New York Life April 2002 - December 2002
New York Life August 2001 - March 2002
New York Life June 2001 - August 2001
NASD Regulation February 1997 - August 1999
Skills
Project Management, Fixed Income, Asset Allocation, Financial Modeling, Valuation, Investments, Risk Management, Portfolio Management, Derivatives, Mergers & Acquisitions, Financial Risk, Finance, Analysis, Investment Strategies, Competitive Analysis, Insurance, Due Diligence, Wealth Management, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA
University of Maryland - Robert H. Smith School of Business 1992 — 1995
BS
Eleanor Roosevelt High 1989 — 1992
New York Life February 2011 - Present
New York Life International March 2008 - February 2011
New York Life International June 2003 - March 2008
New York Life January 2003 - July 2003
New York Life April 2002 - December 2002
New York Life August 2001 - March 2002
New York Life June 2001 - August 2001
NASD Regulation February 1997 - August 1999
Skills
Project Management, Fixed Income, Asset Allocation, Financial Modeling, Valuation, Investments, Risk Management, Portfolio Management, Derivatives, Mergers & Acquisitions, Financial Risk, Finance, Analysis, Investment Strategies, Competitive Analysis, Insurance, Due Diligence, Wealth Management, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA
University of Maryland - Robert H. Smith School of Business 1992 — 1995
BS
Eleanor Roosevelt High 1989 — 1992
Ron Straub's New York Life Experience June 2007 - January 2009
Job at Louisville Bridge Club
Industry Management Consulting
Experience
Louisville Bridge Club 2008 - Present
SCORE January 2003 - September 2012
JCPS Adult Education 2010 - 2012
New York Life June 2007 - January 2009
Gardens at Dorsey Condominium Association September 2006 - 2009
AXA Advisors December 2005 - March 2007
Primerica Financial Services April 2002 - December 2005
Ford Motor Company January 1994 - August 2002
Ford Motor Company (Avon Lake Assembly Plant) 1994 - 2002
Ford 1989 - 2002
Skills
Marketing Strategy, Management Consulting, Financial Analysis, Business Process..., Cross-functional Team..., Project Planning, Fundraising, Management, Marketing, Team Building, Manufacturing, Lean Manufacturing, Project Management, Six Sigma, Integrated Marketing, Team Leadership, Finance, Strategic Financial..., Program Management, Entrepreneurship, Business Strategy, Strategic Planning, Operations Management, Public Speaking, Small Business, Coaching, Business Analysis, Microsoft Office, Start-ups, Business Development, Contract Negotiation, Data Analysis, Budgets, Organizational..., Analysis, Leadership, Nonprofits, Public Relations, Sales Management, Customer Service, Investments, Organizational..., Microsoft Excel, Leadership Development, Process Improvement, Process Engineering, Quality Management, Sales, Change Management, Continuous Improvement
Education
University of Louisville 1972 — 1973
MBA, Business
University of Louisville 1970 — 1972
Masters in Engineering, Electrical Engineering
University of Louisville 1959 — 1964
BEE, Electrical Engineering
Louisville Bridge Club 2008 - Present
SCORE January 2003 - September 2012
JCPS Adult Education 2010 - 2012
New York Life June 2007 - January 2009
Gardens at Dorsey Condominium Association September 2006 - 2009
AXA Advisors December 2005 - March 2007
Primerica Financial Services April 2002 - December 2005
Ford Motor Company January 1994 - August 2002
Ford Motor Company (Avon Lake Assembly Plant) 1994 - 2002
Ford 1989 - 2002
Skills
Marketing Strategy, Management Consulting, Financial Analysis, Business Process..., Cross-functional Team..., Project Planning, Fundraising, Management, Marketing, Team Building, Manufacturing, Lean Manufacturing, Project Management, Six Sigma, Integrated Marketing, Team Leadership, Finance, Strategic Financial..., Program Management, Entrepreneurship, Business Strategy, Strategic Planning, Operations Management, Public Speaking, Small Business, Coaching, Business Analysis, Microsoft Office, Start-ups, Business Development, Contract Negotiation, Data Analysis, Budgets, Organizational..., Analysis, Leadership, Nonprofits, Public Relations, Sales Management, Customer Service, Investments, Organizational..., Microsoft Excel, Leadership Development, Process Improvement, Process Engineering, Quality Management, Sales, Change Management, Continuous Improvement
Education
University of Louisville 1972 — 1973
MBA, Business
University of Louisville 1970 — 1972
Masters in Engineering, Electrical Engineering
University of Louisville 1959 — 1964
BEE, Electrical Engineering
Carol Wilhelm's New York Life Experience February 2008 - April 2015
Job Senior Communications Consultant at John Hancock Financial Services
Industry Marketing and Advertising
Experience
John Hancock Financial Services April 2015 - Present
New York Life February 2008 - April 2015
Fidelity Investments April 1992 - March 2007
Fidelity Investments August 1996 - January 2000
Macy's 1988 - 1991
Abraham & Straus 1986 - 1988
Skills
Marketing, Cross-functional Team..., Product Marketing, Management, Project Management, Strategic Communications, Training, Analysis, Series 63, Customer Service, Series 6, Strategy
Education
University of Pennsylvania 1978 — 1982
Germantown Friends Fchool
John Hancock Financial Services April 2015 - Present
New York Life February 2008 - April 2015
Fidelity Investments April 1992 - March 2007
Fidelity Investments August 1996 - January 2000
Macy's 1988 - 1991
Abraham & Straus 1986 - 1988
Skills
Marketing, Cross-functional Team..., Product Marketing, Management, Project Management, Strategic Communications, Training, Analysis, Series 63, Customer Service, Series 6, Strategy
Education
University of Pennsylvania 1978 — 1982
Germantown Friends Fchool
Jason Leonard's New York Life Experience March 2010 - October 2012
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2012 - Present
New York Life March 2010 - October 2012
New York Life Insurance Company 2000 - October 2012
Skills
401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-generational..., Protection..., Retirement Planning, Small Business, Multi-Tasking Skills, Wealth Preservation..., Communication, Thought Leadership, Investments, Training, Financial Recruiting, Hands On Leader, Series 24, Management, Life Insurance, Income Protection, Buy-sell Agreements, Risk Management, Strategy, Sales
Education
University of Massachusetts Lowell 1995 — 1999
University of Massachusetts at Lowell
New York Life Insurance Company October 2012 - Present
New York Life March 2010 - October 2012
New York Life Insurance Company 2000 - October 2012
Skills
401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-generational..., Protection..., Retirement Planning, Small Business, Multi-Tasking Skills, Wealth Preservation..., Communication, Thought Leadership, Investments, Training, Financial Recruiting, Hands On Leader, Series 24, Management, Life Insurance, Income Protection, Buy-sell Agreements, Risk Management, Strategy, Sales
Education
University of Massachusetts Lowell 1995 — 1999
University of Massachusetts at Lowell
John Korzec,CLTC's New York Life Experience July 1998 - Present
Job PARTNER at NEW YORK LIFE
Industry Financial Services
Experience
NEW YORK LIFE July 1998 - Present
Mutual of Omaha 1996 - 1998
Prudential Financial 1985 - 1996
Skills
Sales Management, Retirement Planning, Estate Planning, Management, Training, Fixed Annuities, New Business Development, Sales, Retirement, Employee Benefits, Disability Insurance, Life Insurance
Education
University of Massachusetts Boston 1979 — 1983
Business Management
NEW YORK LIFE July 1998 - Present
Mutual of Omaha 1996 - 1998
Prudential Financial 1985 - 1996
Skills
Sales Management, Retirement Planning, Estate Planning, Management, Training, Fixed Annuities, New Business Development, Sales, Retirement, Employee Benefits, Disability Insurance, Life Insurance
Education
University of Massachusetts Boston 1979 — 1983
Business Management
Donna Gratehouse's New York Life Experience Marketing RepresentativeAmerican Income LifeMarch 2009 - Present
Job Marketing Representative at American Income Life
Industry Financial Services
Experience
New York Life Marketing RepresentativeAmerican Income LifeMarch 2009 - Present
Education
University of Phoenix 2001 — 2004
New York Life Marketing RepresentativeAmerican Income LifeMarch 2009 - Present
Education
University of Phoenix 2001 — 2004
Justin M. Iverson's New York Life Experience 2005 - April 2012
Job Assistant Fire Chief at Greenough Potomac Volunteer Fire Department
Industry Ranching
Experience
Greenough Potomac Volunteer Fire Department May 2013 - Present
Iverson Ranch March 2012 - Present
New York Life 2005 - April 2012
Bend Chamber of Commerce 2006 - 2010
Bend Business Pros 2007 - 2008
Fincham Financial Group 2005 - 2008
Leadership Bend 2006 - 2007
The Center May 2001 - May 2005
Skills
Public Speaking, Social Media, Management, Public Relations, Customer Service, Marketing Strategy, Small Business, Insurance
Education
University of Montana 1995 — 2000
B.S., Health and Human Performance; Athletic Training Emphasis
Hellgate High School 1991 — 1995
Greenough Potomac Volunteer Fire Department May 2013 - Present
Iverson Ranch March 2012 - Present
New York Life 2005 - April 2012
Bend Chamber of Commerce 2006 - 2010
Bend Business Pros 2007 - 2008
Fincham Financial Group 2005 - 2008
Leadership Bend 2006 - 2007
The Center May 2001 - May 2005
Skills
Public Speaking, Social Media, Management, Public Relations, Customer Service, Marketing Strategy, Small Business, Insurance
Education
University of Montana 1995 — 2000
B.S., Health and Human Performance; Athletic Training Emphasis
Hellgate High School 1991 — 1995
Daniel Bondinell's New York Life Experience June 2006 - July 2008
Job Owner
Industry Insurance
Experience
Orange Insurance Group June 2012 - Present
AMPOL Insurance Agency September 2011 - June 2012
Flexible Benefit Service Corporation June 2010 - August 2011
Flexible Benefit Service Corporation May 2009 - June 2010
Mark/Ryan Associates February 2008 - July 2008
New York Life June 2006 - July 2008
Ameriprise Financial Advisors May 2003 - June 2006
Mittal Steel - formerly Bethlehem Steel Co. April 2002 - April 2003
Mittal Steel - formerly Bethlehem Steel Co. March 2001 - April 2002
Sisa-Yong-O-sa : English Centers for Children (E.C.C) September 1999 - September 2000
Skills
Health Insurance, Disability Insurance, Annuities, Sales Support, Inside Sales, Sales Management, Term Life Insurance, Universal Life, Whole Life, Cold Calling, Wealth Management, Estate Planning, College Savings Plans, Sales Recruitment, Marketing Strategy, Long Term Care, Medicare Supplements, Medicare Part D, Investments, Medicare, Brokers, IRAs, Financial Planners, Fixed Annuities, Long Term Care Insurance, Strategic Financial..., Life Insurance, Recruiting, Financial Advisory, Sales Operations, Mutual Funds, Retirement, Long-term Care, Retirement Planning, Insurance, Employee Benefits, 401k, Finance, Financial Planning, Securities
Education
University of Maryland College Park
B.A., Business, Art History
Orange Insurance Group June 2012 - Present
AMPOL Insurance Agency September 2011 - June 2012
Flexible Benefit Service Corporation June 2010 - August 2011
Flexible Benefit Service Corporation May 2009 - June 2010
Mark/Ryan Associates February 2008 - July 2008
New York Life June 2006 - July 2008
Ameriprise Financial Advisors May 2003 - June 2006
Mittal Steel - formerly Bethlehem Steel Co. April 2002 - April 2003
Mittal Steel - formerly Bethlehem Steel Co. March 2001 - April 2002
Sisa-Yong-O-sa : English Centers for Children (E.C.C) September 1999 - September 2000
Skills
Health Insurance, Disability Insurance, Annuities, Sales Support, Inside Sales, Sales Management, Term Life Insurance, Universal Life, Whole Life, Cold Calling, Wealth Management, Estate Planning, College Savings Plans, Sales Recruitment, Marketing Strategy, Long Term Care, Medicare Supplements, Medicare Part D, Investments, Medicare, Brokers, IRAs, Financial Planners, Fixed Annuities, Long Term Care Insurance, Strategic Financial..., Life Insurance, Recruiting, Financial Advisory, Sales Operations, Mutual Funds, Retirement, Long-term Care, Retirement Planning, Insurance, Employee Benefits, 401k, Finance, Financial Planning, Securities
Education
University of Maryland College Park
B.A., Business, Art History
Pierre Menard's New York Life Experience October 2006 - March 2010
Job Insurance Agent at United Health Group
Industry Insurance
Experience
UnitedHealth Group July 2013 - Present
Affinity Health Plan June 2012 - June 2013
Aflac New York March 2010 - June 2012
New York Life October 2006 - March 2010
Skills
Health Insurance, Employee Benefits, Long-term Care, Medicare, Marketing, Team Building, Term Life Insurance, Retirement Planning, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Sales, Management
Education
University of Massachusetts, Amherst 1989 — 1994
Bachelor of Arts (BA), Communications/African-American Studies
UnitedHealth Group July 2013 - Present
Affinity Health Plan June 2012 - June 2013
Aflac New York March 2010 - June 2012
New York Life October 2006 - March 2010
Skills
Health Insurance, Employee Benefits, Long-term Care, Medicare, Marketing, Team Building, Term Life Insurance, Retirement Planning, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Sales, Management
Education
University of Massachusetts, Amherst 1989 — 1994
Bachelor of Arts (BA), Communications/African-American Studies
Heidi Backer (Markgren), MBA's New York Life Experience 2000 - 2002
Job Marketing Director
Industry Hospital & Health Care
Experience
Genoa, a QoL Healthcare Company September 2015 - Present
Freelance January 2010 - Present
Blue Cross and Blue Shield of Minnesota January 2014 - September 2015
Ameriprise Financial September 2008 - January 2014
Ameriprise Financial February 2005 - September 2008
KFAI Radio 2004 - 2004
Hard Rock Hotel 2002 - 2003
quiksilver 2001 - 2002
New York Life 2000 - 2002
Creative Promotional Concepts 2000 - 2000
Skills
Marketing Communications, Marketing, Marketing Strategy, Strategic Communications, Email Marketing, Cross-functional Team..., Project Management, Digital Marketing, Integrated Marketing, Copywriting, Strategy, Event Planning, Program Management, Management, Sales, Social Media Marketing, Advertising, Budgets, Social Media, Customer Insight, Salesforce.com, Eloqua, Writing, Market Planning, Marketo, Pardot, Marketing Automation
Education
University of Minnesota-Twin Cities 2007 — 2009
MA, Strategic Communications
University of Minnesota-Twin Cities 2006 — 2007
MPP, Public Policy
University of Phoenix 2003 — 2005
MBA, Management
University of Minnesota-Twin Cities 1997 — 1999
BA, Political Science
Brainco
Genoa, a QoL Healthcare Company September 2015 - Present
Freelance January 2010 - Present
Blue Cross and Blue Shield of Minnesota January 2014 - September 2015
Ameriprise Financial September 2008 - January 2014
Ameriprise Financial February 2005 - September 2008
KFAI Radio 2004 - 2004
Hard Rock Hotel 2002 - 2003
quiksilver 2001 - 2002
New York Life 2000 - 2002
Creative Promotional Concepts 2000 - 2000
Skills
Marketing Communications, Marketing, Marketing Strategy, Strategic Communications, Email Marketing, Cross-functional Team..., Project Management, Digital Marketing, Integrated Marketing, Copywriting, Strategy, Event Planning, Program Management, Management, Sales, Social Media Marketing, Advertising, Budgets, Social Media, Customer Insight, Salesforce.com, Eloqua, Writing, Market Planning, Marketo, Pardot, Marketing Automation
Education
University of Minnesota-Twin Cities 2007 — 2009
MA, Strategic Communications
University of Minnesota-Twin Cities 2006 — 2007
MPP, Public Policy
University of Phoenix 2003 — 2005
MBA, Management
University of Minnesota-Twin Cities 1997 — 1999
BA, Political Science
Brainco
Andrew Sleister's New York Life Experience November 2001 - 2004
Job Regional Power Manager at Anixter Inc.
Industry Information Technology and Services
Experience
Anixter January 2015 - Present
Schneider Federal January 2005 - January 2015
New York Life November 2001 - 2004
Skills
Salesforce.com, Direct Sales, Solution Selling, Customer Service, Data Center, Sales Management, Enterprise Software, Selling, Channel Partners, Strategic Partnerships, UPS systems, Customer Satisfaction, Account Management, Managed Services, Cloud Computing, Professional Services, SaaS, Partner Management
Education
University of Rhode Island 1996 — 1999
Bachelor of Arts
The Wheeler School 1994 — 1994
Anixter January 2015 - Present
Schneider Federal January 2005 - January 2015
New York Life November 2001 - 2004
Skills
Salesforce.com, Direct Sales, Solution Selling, Customer Service, Data Center, Sales Management, Enterprise Software, Selling, Channel Partners, Strategic Partnerships, UPS systems, Customer Satisfaction, Account Management, Managed Services, Cloud Computing, Professional Services, SaaS, Partner Management
Education
University of Rhode Island 1996 — 1999
Bachelor of Arts
The Wheeler School 1994 — 1994
Janis Rubin, CFA's New York Life Experience 1986 - Present
Job Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2003 - Present
New York Life Insurance Company March 1998 - Present
New York Life 1986 - Present
Skills
Insurance, Fixed Annuities, Retirement Planning, Women Leaders, Investments, Life Insurance, Retirement, Mutual Funds
Education
University of Rochester 1982 — 1986
BA, Economics
New York University - Leonard N. Stern School of Business
New York Life Insurance Company March 2003 - Present
New York Life Insurance Company March 1998 - Present
New York Life 1986 - Present
Skills
Insurance, Fixed Annuities, Retirement Planning, Women Leaders, Investments, Life Insurance, Retirement, Mutual Funds
Education
University of Rochester 1982 — 1986
BA, Economics
New York University - Leonard N. Stern School of Business
Mark Hanlin's New York Life Experience January 2007 - August 2008
Job President & CEO of The Estate Group
Industry Financial Services
Experience
The Estate Group December 2007 - Present
New York Life January 2007 - August 2008
Electrocom Midwest Sales April 1995 - June 2008
Education
University of Michigan-Flint 1985 — 1991
The Estate Group December 2007 - Present
New York Life January 2007 - August 2008
Electrocom Midwest Sales April 1995 - June 2008
Education
University of Michigan-Flint 1985 — 1991
Asie Iftekaruddin's New York Life Experience Ecopy mastereCopy Inc.2008 - Present
Job Agent at New York Life
Industry Insurance
Experience
New York Life Ecopy mastereCopy Inc.2008 - Present
Education
University of New Orleans 1995 — 2001
New York Life Ecopy mastereCopy Inc.2008 - Present
Education
University of New Orleans 1995 — 2001
Mark Couch's New York Life Experience September 1998 - May 1999
Job Vice President, Technical Specialist/Business Analyst
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney March 2008 - Present
John Betts Fine Minerals 1995 - 2009
State of Iowa 2007 - 2008
ADP March 2003 - May 2007
ABC 33/40 June 2000 - May 2002
Mercedes Benz USA - Montvale 1999 - 2000
New York Life September 1998 - May 1999
Smith Barney February 1997 - September 1998
Brown Brothers Harriman September 1996 - February 1997
Everest Reinsurance February 1988 - September 1996
Skills
Analysis, SDLC, Business Analysis, SQL, Project Management, Risk Management, SharePoint, Visio, Microsoft Office, Functional..., Liaison
Education
University of Portsmouth 1985 — 1986
Postgrad in Information Technology, Systems design, integration, communications
University of Portsmouth 1982 — 1985
B. Sc Geology, Geology/Earth Science, General
Tonypandy Grammar School 1976 — 1982
Morgan Stanley Smith Barney March 2008 - Present
John Betts Fine Minerals 1995 - 2009
State of Iowa 2007 - 2008
ADP March 2003 - May 2007
ABC 33/40 June 2000 - May 2002
Mercedes Benz USA - Montvale 1999 - 2000
New York Life September 1998 - May 1999
Smith Barney February 1997 - September 1998
Brown Brothers Harriman September 1996 - February 1997
Everest Reinsurance February 1988 - September 1996
Skills
Analysis, SDLC, Business Analysis, SQL, Project Management, Risk Management, SharePoint, Visio, Microsoft Office, Functional..., Liaison
Education
University of Portsmouth 1985 — 1986
Postgrad in Information Technology, Systems design, integration, communications
University of Portsmouth 1982 — 1985
B. Sc Geology, Geology/Earth Science, General
Tonypandy Grammar School 1976 — 1982
Angela Cunningham's New York Life Experience September 2006 - July 2008
Job Loan Partner
Industry Banking
Experience
Residential Mortgage Services, Inc. -- NMLS#1760 September 2011 - July 2015
Citizens Bank August 2008 - September 2011
New York Life September 2006 - July 2008
Skills
licensed mortgage..., Consumer Lending, Loans, IRA's, Series 63, Series 6, Series 7, Loan Origination, Residential Mortgages, Credit Analysis, Credit, Mortgage Lending, Mortgage Banking, USDA, FHA, VA loans, FHA financing, Refinance, Investments, FHA Financing, Sales, VA Loans
Education
University of Massachusetts Dartmouth 2001 — 2005
Bachelor's degree, Industrial and Organizational Psychology
Residential Mortgage Services, Inc. -- NMLS#1760 September 2011 - July 2015
Citizens Bank August 2008 - September 2011
New York Life September 2006 - July 2008
Skills
licensed mortgage..., Consumer Lending, Loans, IRA's, Series 63, Series 6, Series 7, Loan Origination, Residential Mortgages, Credit Analysis, Credit, Mortgage Lending, Mortgage Banking, USDA, FHA, VA loans, FHA financing, Refinance, Investments, FHA Financing, Sales, VA Loans
Education
University of Massachusetts Dartmouth 2001 — 2005
Bachelor's degree, Industrial and Organizational Psychology
Patricia Madlangbayan's New York Life Experience April 2005 - Present
Job CVP, Business Intelligence and Analytics Engineer at New York Life
Industry Information Technology and Services
Experience
New York Life April 2005 - Present
New York Life Ins October 2002 - March 2005
Spiegel Incorporated 1997 - 2002
Spiegel Group 1997 - 2002
Spiegel Catalog August 1996 - September 1997
Skills
Visio, DB2, ETL, Unix, Crystal Reports, Mainframe, Oracle, Business Objects, SQL, COBOL, PL/SQL, Data Warehousing, JavaScript, CICS, Database Design, SDLC, Systems Engineering, Datastage, Splunk, Hyperion EPM, Unix Shell Scripting, Architectural Design, Business Intelligence, Business Analysis
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor of Science (BS), Economics
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor of Science (BS), Economics
Philip Rogers
Philip Rogers
Philip Rogers
New York Life April 2005 - Present
New York Life Ins October 2002 - March 2005
Spiegel Incorporated 1997 - 2002
Spiegel Group 1997 - 2002
Spiegel Catalog August 1996 - September 1997
Skills
Visio, DB2, ETL, Unix, Crystal Reports, Mainframe, Oracle, Business Objects, SQL, COBOL, PL/SQL, Data Warehousing, JavaScript, CICS, Database Design, SDLC, Systems Engineering, Datastage, Splunk, Hyperion EPM, Unix Shell Scripting, Architectural Design, Business Intelligence, Business Analysis
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor of Science (BS), Economics
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor of Science (BS), Economics
Philip Rogers
Philip Rogers
Philip Rogers
Janine Stoyko's New York Life Experience 2001 - 2014
Job Data Analyst
Industry Computer Software
Experience
New York Life 2001 - 2014
AT&T 1988 - 2000
Chubb Insurance 1986 - 1988
Columbia-Presbyterian Medical Center Fund 1982 - 1984
Skills
Project Leadership, Microsoft Office, Data Analysis, Requirements Gathering, Requirements Analysis, Scheduling, Typing, Telephone Reception, Business Analysis, Analysis, SDLC, Data Warehousing, Data Quality, SQL, Data Modeling, Business Objects, Business Intelligence, Database Design, COBOL, Datastage, Databases, Software Development, IBM Mainframe, Data Mining, Data Integration, Insurance, Oracle SQL, Toad 9.0, Business Requirements, Oracle, Testing
Education
Chubb Institute 1984 — 1984
Certificate, Computer Programming
University of Illinois at Urbana-Champaign
M Music, Piano Accompanying
University of Rochester 1970 — 1974
B. of Music, Piano
New York Life 2001 - 2014
AT&T 1988 - 2000
Chubb Insurance 1986 - 1988
Columbia-Presbyterian Medical Center Fund 1982 - 1984
Skills
Project Leadership, Microsoft Office, Data Analysis, Requirements Gathering, Requirements Analysis, Scheduling, Typing, Telephone Reception, Business Analysis, Analysis, SDLC, Data Warehousing, Data Quality, SQL, Data Modeling, Business Objects, Business Intelligence, Database Design, COBOL, Datastage, Databases, Software Development, IBM Mainframe, Data Mining, Data Integration, Insurance, Oracle SQL, Toad 9.0, Business Requirements, Oracle, Testing
Education
Chubb Institute 1984 — 1984
Certificate, Computer Programming
University of Illinois at Urbana-Champaign
M Music, Piano Accompanying
University of Rochester 1970 — 1974
B. of Music, Piano
Joseph Cocanour's New York Life Experience October 2008 - August 2011
Job Director, InsureNOW Direct
Industry Insurance
Experience
Crump Life Insurance Services August 2011 - Present
New York Life October 2008 - August 2011
Discover Financial Services April 2001 - September 2008
Skills
Financial Services, Insurance, Business Analysis, Strategic Financial..., Access, Microsoft Excel, Finance, Project Management, Call Center, Term Life Insurance, Retirement Planning, Call Centers, Health Insurance, Sales, Life Insurance, Marketing, Business Development, Disability Insurance, New Business Development, Long Term Care Insurance, Project Planning, Retirement, Fixed Annuities, Small Business, Universal Life, Financial Planning
Education
University of Phoenix 2005 — 2007
Bachelor of Science (B.S.), Business Marketing
Crump Life Insurance Services August 2011 - Present
New York Life October 2008 - August 2011
Discover Financial Services April 2001 - September 2008
Skills
Financial Services, Insurance, Business Analysis, Strategic Financial..., Access, Microsoft Excel, Finance, Project Management, Call Center, Term Life Insurance, Retirement Planning, Call Centers, Health Insurance, Sales, Life Insurance, Marketing, Business Development, Disability Insurance, New Business Development, Long Term Care Insurance, Project Planning, Retirement, Fixed Annuities, Small Business, Universal Life, Financial Planning
Education
University of Phoenix 2005 — 2007
Bachelor of Science (B.S.), Business Marketing
James Hara's New York Life Experience June 2007 - August 2007
Job Associate Consultant at Mercer
Industry Insurance
Experience
Mercer June 2015 - Present
Aon Hewitt April 2014 - Present
Hewitt Associates October 2009 - April 2014
None April 2003 - October 2009
Tower Hill Trading December 2008 - March 2009
University of Illinois September 2005 - August 2008
New York Life June 2007 - August 2007
Education
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Actuarial Science
Mercer June 2015 - Present
Aon Hewitt April 2014 - Present
Hewitt Associates October 2009 - April 2014
None April 2003 - October 2009
Tower Hill Trading December 2008 - March 2009
University of Illinois September 2005 - August 2008
New York Life June 2007 - August 2007
Education
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Actuarial Science
Eric Lynn's New York Life Experience June 1993 - Present
Job Actuary at New York Life
Industry Insurance
Experience
New York Life June 1993 - Present
Skills
Investments, Actuarial Science, Reinsurance, Fixed Annuities, Life Insurance, Retirement, ALM, Insurance, Risk Management, Pensions, Embedded Value, Financial Analysis, Financial Services
Education
University of Michigan 1989 — 1993
New York Life June 1993 - Present
Skills
Investments, Actuarial Science, Reinsurance, Fixed Annuities, Life Insurance, Retirement, ALM, Insurance, Risk Management, Pensions, Embedded Value, Financial Analysis, Financial Services
Education
University of Michigan 1989 — 1993
Darren Godfrey's New York Life Experience
Job Financial Services Professional at New York Life
Industry Insurance
Experience
New York Life
Skills
Retirement, Mutual Funds, Fixed Annuities, Life Insurance, Estate Planning, Investments, Long Term Care Insurance, Retirement Planning, Wealth Management
Education
University of Illinois at Urbana-Champaign 1987 — 1991
New York Life
Skills
Retirement, Mutual Funds, Fixed Annuities, Life Insurance, Estate Planning, Investments, Long Term Care Insurance, Retirement Planning, Wealth Management
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Richard Knee's New York Life Experience September 2004 - February 2012
Job Vice President and Medical Director at Legal & General America
Industry Insurance
Experience
Legal & General America February 2012 - Present
New York Life September 2004 - February 2012
Stony Brook University January 2002 - September 2004
University of Virginia July 2000 - January 2002
Skills
Internal Medicine, Healthcare
Education
University of Rochester School of Medicine and Dentistry 1992 — 1996
M.D.
University of Virginia 1988 — 1992
B.A., Economics
Legal & General America February 2012 - Present
New York Life September 2004 - February 2012
Stony Brook University January 2002 - September 2004
University of Virginia July 2000 - January 2002
Skills
Internal Medicine, Healthcare
Education
University of Rochester School of Medicine and Dentistry 1992 — 1996
M.D.
University of Virginia 1988 — 1992
B.A., Economics
Lisa Purville's New York Life Experience January 2003 - January 2005
Job Sr. Regional Bank Private Banker Wells Fargo
Industry Banking
Experience
Wells Fargo Bank December 2009 - Present
Wachovia Bank January 2005 - November 2009
WACHOVIA BANK May 2007 - July 2008
NEW YORK LIFE January 2003 - January 2005
Cantor Fitgerald Relief Fund October 2001 - December 2003
Cantor Fitzgerald June 2000 - December 2003
Cantor Fitzgerald, LLP June 2000 - September 2001
BANK OF NEW September 1998 - June 2000
Education
University of Maryland College Park 1994 — 1998
New York University
B.S
Wells Fargo Bank December 2009 - Present
Wachovia Bank January 2005 - November 2009
WACHOVIA BANK May 2007 - July 2008
NEW YORK LIFE January 2003 - January 2005
Cantor Fitgerald Relief Fund October 2001 - December 2003
Cantor Fitzgerald June 2000 - December 2003
Cantor Fitzgerald, LLP June 2000 - September 2001
BANK OF NEW September 1998 - June 2000
Education
University of Maryland College Park 1994 — 1998
New York University
B.S
Suzanne Grabiner's New York Life Experience July 1983 - September 1999
Job Actuary
Industry Insurance
Experience
New York Life July 1983 - September 1999
Education
University of Pennsylvania - The Wharton School 1979 — 1983
New York Life July 1983 - September 1999
Education
University of Pennsylvania - The Wharton School 1979 — 1983
Raghu Rangachar's New York Life Experience June 1984 - Present
Job Vice President and Actuary at New York Life
Industry Insurance
Experience
New York Life June 1984 - Present
Skills
Employee Benefits, Insurance, Life Insurance, Long Term Care Insurance, Risk Management, Disability Insurance, General Insurance, Term Life Insurance, Actuarial Science, Health Insurance, Long-term Care, Brokers, Property & Casualty..., Underwriting, Economic Capital, Fixed Annuities, Reinsurance, Casualty, Casualty Insurance
Education
University of Pennsylvania
New York Life June 1984 - Present
Skills
Employee Benefits, Insurance, Life Insurance, Long Term Care Insurance, Risk Management, Disability Insurance, General Insurance, Term Life Insurance, Actuarial Science, Health Insurance, Long-term Care, Brokers, Property & Casualty..., Underwriting, Economic Capital, Fixed Annuities, Reinsurance, Casualty, Casualty Insurance
Education
University of Pennsylvania
Adam Waisath's New York Life Experience May 2003 - March 2004
Job Store Manager at Jim Whitehead Tire Service, Inc
Industry Transportation/Trucking/Railroad
Experience
Jim Whitehead Tire Service, Inc August 2013 - Present
Old Castle Glass June 2008 - April 2013
Cellular Sales, Verizon Wireless May 2009 - May 2010
Multi-Pak USA January 2007 - June 2008
Grainger May 2004 - January 2007
New York Life May 2003 - March 2004
Chrysler Financial Company July 1999 - April 2003
Skills
Purchasing, Sales Operations, Training, Sales, Inventory Control, Management
Education
University of Phoenix 2000 — 2003
Bachelor of Science, Business Management
Jim Whitehead Tire Service, Inc August 2013 - Present
Old Castle Glass June 2008 - April 2013
Cellular Sales, Verizon Wireless May 2009 - May 2010
Multi-Pak USA January 2007 - June 2008
Grainger May 2004 - January 2007
New York Life May 2003 - March 2004
Chrysler Financial Company July 1999 - April 2003
Skills
Purchasing, Sales Operations, Training, Sales, Inventory Control, Management
Education
University of Phoenix 2000 — 2003
Bachelor of Science, Business Management
Bob Martin CIMA's New York Life Experience September 2013 - April 2014
Job Vice President Financial Consultant at Santander Investment
Industry Investment Management
Experience
Santander Investment September 2014 - Present
New York Life September 2013 - April 2014
Merrill Lynch January 2010 - April 2012
Banc of America Securities October 2002 - January 2010
The Managers Funds AMG August 1999 - July 2002
Scudder Stevens And Clark January 1993 - August 1999
Skills
Series 7, Series 63, Series 66, Wealth Management, Asset Allocation, Asset Managment, Investments, Fixed Income, Alternative Investments, ETFs, Investment Strategies, Wealth Management..., Client Development, Business Process..., Business Process, Business Development, CIMA, Private Equity, Private Placements, Private Banking, Wirehouse Sales, RIA Sales, Variable Annuities, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., Uniform Combined State..., Capital Markets, Equities, Investment Advisory, Hedge Funds, Portfolio Management, Training, Financial Services, FINRA, Investment Management, Series 6, Series 65, 401k, Finance, High Net Worth..., Wealth, Asset Management, Certified Financial..., Risk Management, Insurance, Separately Managed...
Education
University of Massachusetts, Amherst
Santander Investment September 2014 - Present
New York Life September 2013 - April 2014
Merrill Lynch January 2010 - April 2012
Banc of America Securities October 2002 - January 2010
The Managers Funds AMG August 1999 - July 2002
Scudder Stevens And Clark January 1993 - August 1999
Skills
Series 7, Series 63, Series 66, Wealth Management, Asset Allocation, Asset Managment, Investments, Fixed Income, Alternative Investments, ETFs, Investment Strategies, Wealth Management..., Client Development, Business Process..., Business Process, Business Development, CIMA, Private Equity, Private Placements, Private Banking, Wirehouse Sales, RIA Sales, Variable Annuities, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., Uniform Combined State..., Capital Markets, Equities, Investment Advisory, Hedge Funds, Portfolio Management, Training, Financial Services, FINRA, Investment Management, Series 6, Series 65, 401k, Finance, High Net Worth..., Wealth, Asset Management, Certified Financial..., Risk Management, Insurance, Separately Managed...
Education
University of Massachusetts, Amherst
Philip Colón's New York Life Experience March 2009 - June 2010
Job Area Manager at Interstate Hotels & Resorts
Industry Hospitality
Experience
Interstate Hotels & Resorts September 2010 - Present
New York Life March 2009 - June 2010
Transwest Properties May 2007 - August 2007
Skills
Leadership, Marketing, Social Media, Analysis, Marketing Strategy, Project Management, Data Analysis, Financial Modeling, Financial Analysis, Investments
Education
University of Richmond 2004 — 2008
BA, Economics
University of Richmond - Robins School of Business 2004 — 2008
BA, Economics
Interstate Hotels & Resorts September 2010 - Present
New York Life March 2009 - June 2010
Transwest Properties May 2007 - August 2007
Skills
Leadership, Marketing, Social Media, Analysis, Marketing Strategy, Project Management, Data Analysis, Financial Modeling, Financial Analysis, Investments
Education
University of Richmond 2004 — 2008
BA, Economics
University of Richmond - Robins School of Business 2004 — 2008
BA, Economics
Bobby McDonald's New York Life Experience October 2007 - August 2008
Job Senior Financial Analyst, Financial Planning & Analysis at Tempur Sealy International
Industry Outsourcing/Offshoring
Experience
Tempur Sealy International January 2015 - Present
MicroStrategy April 2013 - January 2015
MicroStrategy October 2010 - March 2013
MicroStrategy July 2009 - October 2010
Vorsight August 2008 - July 2009
New York Life October 2007 - August 2008
Davis Appraisal Group June 2003 - October 2007
Skills
Call Center
Education
University of Maryland College Park 1999 — 2007
Bachelor of Science, Finance
Tempur Sealy International January 2015 - Present
MicroStrategy April 2013 - January 2015
MicroStrategy October 2010 - March 2013
MicroStrategy July 2009 - October 2010
Vorsight August 2008 - July 2009
New York Life October 2007 - August 2008
Davis Appraisal Group June 2003 - October 2007
Skills
Call Center
Education
University of Maryland College Park 1999 — 2007
Bachelor of Science, Finance
Laura Acquisto's New York Life Experience January 2008 - July 2008
Job Market Researcher at Key Marketing Solutions
Industry Marketing and Advertising
Experience
Key Marketing Solutions August 2010 - Present
Chernoff Newman March 2010 - July 2010
Moore School of Business, USC December 2009 - March 2010
Moore School of Business, USC August 2009 - December 2009
Scannell Modeling Productions August 2008 - December 2008
New York Life January 2008 - July 2008
Education
University of South Carolina - Darla Moore School of Business 2007 — 2009
Business Administration, Marketing/Management
University of Newcastle
University of South Carolina-Columbia
Bachelor of Science, Business Administration; Marketing/Management
Williamsville East
Key Marketing Solutions August 2010 - Present
Chernoff Newman March 2010 - July 2010
Moore School of Business, USC December 2009 - March 2010
Moore School of Business, USC August 2009 - December 2009
Scannell Modeling Productions August 2008 - December 2008
New York Life January 2008 - July 2008
Education
University of South Carolina - Darla Moore School of Business 2007 — 2009
Business Administration, Marketing/Management
University of Newcastle
University of South Carolina-Columbia
Bachelor of Science, Business Administration; Marketing/Management
Williamsville East
Shawntee Neie's New York Life Experience September 2008 - February 2009
Job Spark Pay Merchant Services at Capital One
Industry Financial Services
Experience
Capital One September 2015 - Present
Capital One Auto Finance March 2012 - Present
Capital One December 2010 - March 2012
Capital One Auto Finance March 2009 - December 2010
New York Life September 2008 - February 2009
University of North Texas August 2004 - December 2008
Education
University of North Texas 2004 — 2008
Bachelor of Science (B.S.), Economics
Capital One September 2015 - Present
Capital One Auto Finance March 2012 - Present
Capital One December 2010 - March 2012
Capital One Auto Finance March 2009 - December 2010
New York Life September 2008 - February 2009
University of North Texas August 2004 - December 2008
Education
University of North Texas 2004 — 2008
Bachelor of Science (B.S.), Economics
Carin Wise's New York Life Experience January 2004 - Present
Job Investment Specialist at New York Life
Industry Financial Services
Experience
New York Life January 2004 - Present
USAllianz October 2000 - January 2004
Wise Moves Incorporated April 1998 - October 2000
Skills
Fixed Annuities, IRAs, Retirement, Long-term Care, Series 63, Mutual Funds, Estate Planning, Series 7, Life Insurance, Wealth Management, Strategic Financial..., Term Life Insurance, Securities, Investment Strategies
Education
University of Oregon 1982 — 1984
Master of Science (MS), Public Administration
University of Oregon 1975 — 1980
Bachelor of Arts, Psychology
New York Life January 2004 - Present
USAllianz October 2000 - January 2004
Wise Moves Incorporated April 1998 - October 2000
Skills
Fixed Annuities, IRAs, Retirement, Long-term Care, Series 63, Mutual Funds, Estate Planning, Series 7, Life Insurance, Wealth Management, Strategic Financial..., Term Life Insurance, Securities, Investment Strategies
Education
University of Oregon 1982 — 1984
Master of Science (MS), Public Administration
University of Oregon 1975 — 1980
Bachelor of Arts, Psychology
Dennis Younger's New York Life Experience 2008 - 2009
Job Procurement / Commerical Manager
Industry Construction
Experience
New York Life 2008 - 2009
Realty Executives of Kansas City 2005 - 2008
Reece & Nichols Realtors 2002 - 2005
Black & Veatch 1999 - 2002
Black & Veatch 1996 - 1999
Black & Veatch 1996 - 1997
The Pritchard Corporation 1992 - 1995
The Pritchard Corporation 1986 - 1992
The Pritchard Corporation 1984 - 1986
The Pritchard Corporation 1980 - 1982
Skills
Equipment Procurement, Construction..., Purchasing, Contract Negotiation, Supplier Negotiations, Contract Management, Account Management, Vendor Relations, Vendor Management, Supervisory Skills, Executive Management, Planning, Scheduling, Budgeting, Problem Solving, Market Planning, Market Analysis, Financial Analysis, Investments, Asset Management, Investment Properties, Small Business, Real Estate, Selling, Insurance, Microsoft Office, Excel, Outlook
Education
University of Missouri-Kansas City 1979 — 1983
MBA, Business, Marketing, Finance
New York Life 2008 - 2009
Realty Executives of Kansas City 2005 - 2008
Reece & Nichols Realtors 2002 - 2005
Black & Veatch 1999 - 2002
Black & Veatch 1996 - 1999
Black & Veatch 1996 - 1997
The Pritchard Corporation 1992 - 1995
The Pritchard Corporation 1986 - 1992
The Pritchard Corporation 1984 - 1986
The Pritchard Corporation 1980 - 1982
Skills
Equipment Procurement, Construction..., Purchasing, Contract Negotiation, Supplier Negotiations, Contract Management, Account Management, Vendor Relations, Vendor Management, Supervisory Skills, Executive Management, Planning, Scheduling, Budgeting, Problem Solving, Market Planning, Market Analysis, Financial Analysis, Investments, Asset Management, Investment Properties, Small Business, Real Estate, Selling, Insurance, Microsoft Office, Excel, Outlook
Education
University of Missouri-Kansas City 1979 — 1983
MBA, Business, Marketing, Finance
Genna Spear's New York Life Experience May 2011 - Present
Job ERISA Consultant at New York Life
Industry Financial Services
Experience
New York Life May 2011 - Present
Putnam Investments 1985 - 2000
Education
University of Massachusetts, Amherst
B.A., History
New York Life May 2011 - Present
Putnam Investments 1985 - 2000
Education
University of Massachusetts, Amherst
B.A., History
Jonathan Yoser's New York Life Experience December 2005 - November 2006
Job Director Enterprise Risk Management
Industry Insurance
Experience
MetLife January 2012 - Present
MetLife Investments November 2006 - January 2012
New York Life December 2005 - November 2006
Progressive Insurance June 2003 - December 2005
Skills
Insurance, Risk Management, Financial Analysis, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, GAAP, Internal Controls, Financial Risk, Internal Audit
Education
University of Rhode Island
BS, Accounting
MetLife January 2012 - Present
MetLife Investments November 2006 - January 2012
New York Life December 2005 - November 2006
Progressive Insurance June 2003 - December 2005
Skills
Insurance, Risk Management, Financial Analysis, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, GAAP, Internal Controls, Financial Risk, Internal Audit
Education
University of Rhode Island
BS, Accounting
Enrique Scanlon's New York Life Experience June 2008 - May 2011
Job at Scanlon Fitch and Associates
Industry Insurance
Experience
Scanlon Fitch and Associates March 2010 - Present
New York Life June 2008 - May 2011
Scanlon Fitch & Associates January 2006 - May 2008
Education
University of Iowa 1980 — 1982
Mechanical Engineering
American School Foundation 1970 — 1974
High School
Scanlon Fitch and Associates March 2010 - Present
New York Life June 2008 - May 2011
Scanlon Fitch & Associates January 2006 - May 2008
Education
University of Iowa 1980 — 1982
Mechanical Engineering
American School Foundation 1970 — 1974
High School
Brent Ruby, PMP's New York Life Experience June 1998 - September 2000
Job Sr. Project Manager at NASCO
Industry Information Technology and Services
Experience
NASCO April 2012 - Present
Compuware October 2010 - March 2012
Compuware February 2010 - September 2010
Keane September 2008 - July 2009
The Vanguard Group November 2000 - July 2008
New York Life June 1998 - September 2000
Skills
SDLC, Business Analysis, Cross-functional Team..., Resource Management, Vendor Management, PMP, Requirements Analysis, Process Improvement, Project Management, MS Project, PMO, SharePoint, Analysis, Requirements Gathering
Education
Villanova University 2004 — 2007
MBA, Master of Business Administration
University of Scranton 1994 — 1998
B.A., Communication/Advertising, Criminal Justice
NASCO April 2012 - Present
Compuware October 2010 - March 2012
Compuware February 2010 - September 2010
Keane September 2008 - July 2009
The Vanguard Group November 2000 - July 2008
New York Life June 1998 - September 2000
Skills
SDLC, Business Analysis, Cross-functional Team..., Resource Management, Vendor Management, PMP, Requirements Analysis, Process Improvement, Project Management, MS Project, PMO, SharePoint, Analysis, Requirements Gathering
Education
Villanova University 2004 — 2007
MBA, Master of Business Administration
University of Scranton 1994 — 1998
B.A., Communication/Advertising, Criminal Justice
Monique Coats's New York Life Experience July 2002 - June 2010
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life July 2002 - June 2010
Union Planters Bank March 1997 - May 2002
Skills
Retirement Planning, Fixed Annuities, IRAs, Retirement, Long Term Care Insurance, College Savings Plans, Long-term Care, Wealth Accumulation, Mutual Funds, Life Insurance, Series 63
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Business Administration (B.B.A.)
New York Life July 2002 - June 2010
Union Planters Bank March 1997 - May 2002
Skills
Retirement Planning, Fixed Annuities, IRAs, Retirement, Long Term Care Insurance, College Savings Plans, Long-term Care, Wealth Accumulation, Mutual Funds, Life Insurance, Series 63
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Jonathan Delp's New York Life Experience September 2005 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Investment Management
Experience
New York Life September 2005 - Present
Baierl Chevrolet, Inc. February 2000 - September 2005
Skills
Retirement Planning, Retirement, Tax, Finance, Corporate Tax, Leadership, Mutual Funds, Fixed Annuities, Series 63, Life Insurance, Investments, Wealth Management, Strategic Financial..., IRAs
Education
University of Pittsburgh 1994 — 1998
BS, Management/Marketing
New York Life September 2005 - Present
Baierl Chevrolet, Inc. February 2000 - September 2005
Skills
Retirement Planning, Retirement, Tax, Finance, Corporate Tax, Leadership, Mutual Funds, Fixed Annuities, Series 63, Life Insurance, Investments, Wealth Management, Strategic Financial..., IRAs
Education
University of Pittsburgh 1994 — 1998
BS, Management/Marketing
Chris Blunt's New York Life Experience July 2004 - Present
Job At New York Life
Industry Insurance
Experience
New York Life July 2004 - Present
Skills
Fixed Annuities, Financial Services, Retirement, Life Insurance, Retirement Planning, Investments, Estate Planning, Insurance, Long-term Care, IRAs, Mutual Funds, Wealth Management, Financial Analysis, Leadership
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Michigan 1980 — 1984
BA, History
New York Life July 2004 - Present
Skills
Fixed Annuities, Financial Services, Retirement, Life Insurance, Retirement Planning, Investments, Estate Planning, Insurance, Long-term Care, IRAs, Mutual Funds, Wealth Management, Financial Analysis, Leadership
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Michigan 1980 — 1984
BA, History
David Jordan M.A.'s New York Life Experience April 2008 - Present
Job Registered Representative Agent at New York Life
Industry Financial Services
Experience
New York Life April 2008 - Present
NEW YORK LIFE INSURANCE CO/NYLIFE SECURITIES April 2008 - Present
Corporate Executive Board October 2007 - March 2008
CDC class of 2009 October 2007 - March 2008
SANTARUS, INC July 2004 - October 2007
TAP Pharmaceuticals July 2001 - July 2004
ALTERNATIVE RESOURCE CORPORATION January 2001 - January 2002
RALSTON PURINA COMPANY January 1998 - January 1999
TEKsystems 1995 - 1999
TEK SYSTEMS/ALLEGIS GROUP January 1995 - January 1998
Education
Fontbonne University
Bachelor of Science, Business Administration
University of Missouri-Columbia
Webster University
Master of Arts, International Relations
New York Life April 2008 - Present
NEW YORK LIFE INSURANCE CO/NYLIFE SECURITIES April 2008 - Present
Corporate Executive Board October 2007 - March 2008
CDC class of 2009 October 2007 - March 2008
SANTARUS, INC July 2004 - October 2007
TAP Pharmaceuticals July 2001 - July 2004
ALTERNATIVE RESOURCE CORPORATION January 2001 - January 2002
RALSTON PURINA COMPANY January 1998 - January 1999
TEKsystems 1995 - 1999
TEK SYSTEMS/ALLEGIS GROUP January 1995 - January 1998
Education
Fontbonne University
Bachelor of Science, Business Administration
University of Missouri-Columbia
Webster University
Master of Arts, International Relations
Reed Steinmann, CRPS's New York Life Experience May 2005 - May 2006
Job VP, DCIO at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Lincoln Financial Group November 2012 - August 2015
DWS Investments January 2010 - November 2012
DWS Investments October 2007 - December 2009
Ameriprise Financial May 2006 - October 2007
New York Life May 2005 - May 2006
Skills
Retirement Services, Retirement, Series 7, Investments, series 3, series 66, 401k, Defined Contribution, Defined Benefit, Qualified Retirement..., FINRA, Strategic Financial..., Sales, Financial Advisory, Insurance, Retirement Planning, Mutual Funds, Uniform Combined State...
Education
University of Illinois at Urbana-Champaign 2002 — 2006
B.A., Economics
Wells Fargo August 2015 - Present
Lincoln Financial Group November 2012 - August 2015
DWS Investments January 2010 - November 2012
DWS Investments October 2007 - December 2009
Ameriprise Financial May 2006 - October 2007
New York Life May 2005 - May 2006
Skills
Retirement Services, Retirement, Series 7, Investments, series 3, series 66, 401k, Defined Contribution, Defined Benefit, Qualified Retirement..., FINRA, Strategic Financial..., Sales, Financial Advisory, Insurance, Retirement Planning, Mutual Funds, Uniform Combined State...
Education
University of Illinois at Urbana-Champaign 2002 — 2006
B.A., Economics
Howard Zabner's New York Life Experience August 1989 - February 1997
Job Experienced Sales Leader helping others attain their dreams
Industry Health, Wellness and Fitness
Experience
Javita Gourmet Coffee Company November 2012 - Present
Ameriprise Financial January 2003 - December 2009
Allmerica Financial 1997 - 2002
ING 1999 - 2001
New York Life August 1989 - February 1997
Lebhar-Friedman 1985 - 1989
Skills
Wholesaling, Series 7, Insurance, Wealth Management, Disability Insurance, Financial Advisory, Retirement Planning, Annuities, Fixed Annuities, Estate Planning, Life Insurance, Wholesale, Leadership, Retirement, Financial Services, Series 63, 401k, Mutual Funds, Sales, Marketing, Management, Sales Management, Strategy, Strategic Planning
Education
University of Michigan 1975 — 1979
BA, History
Southfield-Lathrup High School 1973 — 1975
Friends School in Detroit
Javita Gourmet Coffee Company November 2012 - Present
Ameriprise Financial January 2003 - December 2009
Allmerica Financial 1997 - 2002
ING 1999 - 2001
New York Life August 1989 - February 1997
Lebhar-Friedman 1985 - 1989
Skills
Wholesaling, Series 7, Insurance, Wealth Management, Disability Insurance, Financial Advisory, Retirement Planning, Annuities, Fixed Annuities, Estate Planning, Life Insurance, Wholesale, Leadership, Retirement, Financial Services, Series 63, 401k, Mutual Funds, Sales, Marketing, Management, Sales Management, Strategy, Strategic Planning
Education
University of Michigan 1975 — 1979
BA, History
Southfield-Lathrup High School 1973 — 1975
Friends School in Detroit
Daniel Stickney's New York Life Experience May 2009 - June 2011
Job Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
New York Life May 2009 - June 2011
Fidelity Investments September 1993 - February 2009
Veribanc, Inc 1990 - 1993
Skills
Business Development, Finance, Life Insurance, Retirement, Strategic Financial...
Education
University of Maine 1980 — 1984
Business Administration, Business Law, Statistics, Personal Finance
University of Maine at Presque Isle 1980 — 1984
Bachelor of Arts (B.A.), Business Administration and Management, General, B
Wakefield High School 1976 — 1980
Diploma
Fidelity Investments September 2009 - Present
New York Life May 2009 - June 2011
Fidelity Investments September 1993 - February 2009
Veribanc, Inc 1990 - 1993
Skills
Business Development, Finance, Life Insurance, Retirement, Strategic Financial...
Education
University of Maine 1980 — 1984
Business Administration, Business Law, Statistics, Personal Finance
University of Maine at Presque Isle 1980 — 1984
Bachelor of Arts (B.A.), Business Administration and Management, General, B
Wakefield High School 1976 — 1980
Diploma
Hank Mart's New York Life Experience Financial AdviserTarget Financial GroupMarch 2003 - Present
Job Financial Adviser at Target Financial Group
Industry Financial Services
Experience
New York Life Financial AdviserTarget Financial GroupMarch 2003 - Present
Education
University of Maryland College Park
BS In Management, Management
New York Life Financial AdviserTarget Financial GroupMarch 2003 - Present
Education
University of Maryland College Park
BS In Management, Management
Frank Rosano's New York Life Experience 2008 - Present
Job Registered Representative at New York Life
Industry Financial Services
Experience
New York Life 2008 - Present
metlife 2004 - 2008
Cambridge Tool & Mfg 1989 - 2004
Skills
Fixed Annuities
Education
University of Massachusetts Boston 1980 — 1984
BS, Management
New York Life 2008 - Present
metlife 2004 - 2008
Cambridge Tool & Mfg 1989 - 2004
Skills
Fixed Annuities
Education
University of Massachusetts Boston 1980 — 1984
BS, Management
Erin Jackman D'Amadio's New York Life Experience Project ManagerNew York Life Investment Managemen2005 - Present
Job Sr. Project Manager at New York Life
Industry Financial Services
Experience
New York Life Project ManagerNew York Life Investment Managemen2005 - Present
New York Life September 2004 - April 2006
New York Life December 2001 - September 2004
Education
University of Massachusetts, Amherst 1992 — 1996
Finance
New York Life Project ManagerNew York Life Investment Managemen2005 - Present
New York Life September 2004 - April 2006
New York Life December 2001 - September 2004
Education
University of Massachusetts, Amherst 1992 — 1996
Finance
Alexandra Cepeda MBA's New York Life Experience May 2008 - Present
Job Experienced Senior Insurance Agent
Industry Financial Services
Experience
New york Life May 2008 - Present
1st Mortgage 2004 - 2008
DISKAR 1991 - 1996
Skills
Life Insurance, Investments, Sales, Insurance, Finance, Employee Benefits, Loans, Real Estate, Retirement, Wealth Management, Retirement Planning, Estate Planning, Health Insurance, Management, Fixed Annuities, Securities, Strategic Financial..., Financial Services, Mutual Funds, Series 63, Term Life Insurance, Long-term Care, Small Business, Disability Insurance, Financial Planning
Education
University of Phoenix 2013 — 2014
MBA / Concentration on Global Managment
University of Phoenix 2007 — 2011
Bachelors of Science, Business Management
New york Life May 2008 - Present
1st Mortgage 2004 - 2008
DISKAR 1991 - 1996
Skills
Life Insurance, Investments, Sales, Insurance, Finance, Employee Benefits, Loans, Real Estate, Retirement, Wealth Management, Retirement Planning, Estate Planning, Health Insurance, Management, Fixed Annuities, Securities, Strategic Financial..., Financial Services, Mutual Funds, Series 63, Term Life Insurance, Long-term Care, Small Business, Disability Insurance, Financial Planning
Education
University of Phoenix 2013 — 2014
MBA / Concentration on Global Managment
University of Phoenix 2007 — 2011
Bachelors of Science, Business Management
Monica Bowser's New York Life Experience AgentNew York Life Insurance CompanySeptember 2008 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life AgentNew York Life Insurance CompanySeptember 2008 - Present
New York Life 2008 - Present
Education
Winthrop University 2007 — 2009
MBA
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
B.S.B.A., International Business
New York Life AgentNew York Life Insurance CompanySeptember 2008 - Present
New York Life 2008 - Present
Education
Winthrop University 2007 — 2009
MBA
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
B.S.B.A., International Business
Wonbin Choi's New York Life Experience September 2009 - June 2010
Job Fund Accountant at State Street
Industry Financial Services
Experience
State Street July 2013 - Present
MA National Guard July 2010 - Present
State Street September 2011 - July 2013
Market Basket July 2006 - February 2012
New York Life September 2009 - June 2010
Harry Lee Cole School April 2005 - May 2005
Skills
Mutual Funds, Financial Analysis, Fund Accounting, Customer Service, Bloomberg, Money Market, Insurance
Education
University of Massachusetts Boston 2014 — 2018
Master of Business Administration (M.B.A.)
University of Massachusetts at Lowell 2005 — 2009
Bachelor's Degree, Business Administraion, Finance, Management
Masconomet High School 2001 — 2005
State Street July 2013 - Present
MA National Guard July 2010 - Present
State Street September 2011 - July 2013
Market Basket July 2006 - February 2012
New York Life September 2009 - June 2010
Harry Lee Cole School April 2005 - May 2005
Skills
Mutual Funds, Financial Analysis, Fund Accounting, Customer Service, Bloomberg, Money Market, Insurance
Education
University of Massachusetts Boston 2014 — 2018
Master of Business Administration (M.B.A.)
University of Massachusetts at Lowell 2005 — 2009
Bachelor's Degree, Business Administraion, Finance, Management
Masconomet High School 2001 — 2005
Daniel Carleton's New York Life Experience May 2008 - Present
Job Agent at New York Life
Industry Financial Services
Experience
New York Life May 2008 - Present
Education
University of North Carolina at Chapel Hill 2005 — 2009
BA, Economics
New York Life May 2008 - Present
Education
University of North Carolina at Chapel Hill 2005 — 2009
BA, Economics
Heinz Specht's New York Life Experience 2003 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life 2003 - Present
Schafer Foods 1994 - 2002
Education
University of Maryland College Park 1990 — 1994
New York Life 2003 - Present
Schafer Foods 1994 - 2002
Education
University of Maryland College Park 1990 — 1994
Ken Savoie's New York Life Experience 1992 - 2013
Job Managing Director for Louisiana at AIG Financial Network
Industry Financial Services
Experience
AIG Financial Network January 2014 - Present
New York Life 1992 - 2013
Skills
Financial Analysis, Management Consulting, Business Analysis, Risk Management, Public Speaking, Due Diligence, Relationship Management, Public Relations, Strategy, Insurance, Investments, Leadership, Strategic Planning, Management, College Funding..., Key Person Protection, Marketing Strategy, Guaranteed Lifetime..., ChFC, Tax Free Income, Variable Products, General Securities..., Variable Life, Protection..., Traditional IRA, Executive Benefit..., Multi-generational..., Rollovers, SEP IRA, Income for Life
Education
University of Louisiana at Monroe
General Business, Economics
AIG Financial Network January 2014 - Present
New York Life 1992 - 2013
Skills
Financial Analysis, Management Consulting, Business Analysis, Risk Management, Public Speaking, Due Diligence, Relationship Management, Public Relations, Strategy, Insurance, Investments, Leadership, Strategic Planning, Management, College Funding..., Key Person Protection, Marketing Strategy, Guaranteed Lifetime..., ChFC, Tax Free Income, Variable Products, General Securities..., Variable Life, Protection..., Traditional IRA, Executive Benefit..., Multi-generational..., Rollovers, SEP IRA, Income for Life
Education
University of Louisiana at Monroe
General Business, Economics
Reginald D. Weary, MBA's New York Life Experience December 2003 - January 2007
Job City Accountant at City of Patterson
Industry Government Administration
Experience
City of Patterson February 2012 - Present
A J Dohmann Chrysler Jeep Dodge July 2009 - October 2011
United State Census Bureau December 2008 - August 2010
Bankers Life & Casualty June 2008 - February 2009
Terrebonne Ford May 2007 - June 2008
Giles Nissan October 2006 - April 2007
New York Life December 2003 - January 2007
Greg LeBlanc Nissan June 1997 - November 2003
Skills
Strategic Planning, Customer Relations, Budgeting, Microsoft Office, Customer Service, Public Speaking, Accounting, Insurance, Negotiation, PowerPoint, Budgets, Sales, Leadership, Team Building, Recruiting, Outlook, Microsoft Word, Time Management, Training, Coaching, Banking, Payroll, Policy, Forecasting, Microsoft Excel, Leadership Development, Customer Satisfaction, Data Entry, Process Improvement
Education
University of Phoenix 2010 — 2011
MBA, Business Administration and Management, General, 3.7
University of Louisiana at Lafayette 1990 — 1995
Bachelor of Science, Business Administration/Marketing/Management
City of Patterson February 2012 - Present
A J Dohmann Chrysler Jeep Dodge July 2009 - October 2011
United State Census Bureau December 2008 - August 2010
Bankers Life & Casualty June 2008 - February 2009
Terrebonne Ford May 2007 - June 2008
Giles Nissan October 2006 - April 2007
New York Life December 2003 - January 2007
Greg LeBlanc Nissan June 1997 - November 2003
Skills
Strategic Planning, Customer Relations, Budgeting, Microsoft Office, Customer Service, Public Speaking, Accounting, Insurance, Negotiation, PowerPoint, Budgets, Sales, Leadership, Team Building, Recruiting, Outlook, Microsoft Word, Time Management, Training, Coaching, Banking, Payroll, Policy, Forecasting, Microsoft Excel, Leadership Development, Customer Satisfaction, Data Entry, Process Improvement
Education
University of Phoenix 2010 — 2011
MBA, Business Administration and Management, General, 3.7
University of Louisiana at Lafayette 1990 — 1995
Bachelor of Science, Business Administration/Marketing/Management
wilda tanner's New York Life Experience Underwriting Consultantretired from new york lifeAugust 2005 - July 2012
Job Underwriting Consultant at New York Life
Industry Insurance
Experience
New York Life Underwriting Consultantretired from new york lifeAugust 2005 - July 2012
retired from New York Life August 2005 - July 2012
New York Life Insurance Company 2005 - 2012
Skills
medical underwriting,..., Health Insurance, Employee Benefits, Training, Life Insurance, Term Life Insurance, Retirement Planning, Insurance, Underwriting, Fixed Annuities, Reinsurance, Brokers, Disability Insurance, Risk Management, General Insurance, Long-term Care, Claim, Retirement, Whole Life, Universal Life, Financial Risk
Education
University of Phoenix 2010 — 2011
Master of Education and Training, The art of teaching and training college students as well as corporate training, 3.2
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Business and Management, 3.52
Belhaven University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, GPA 2.5
New York Life Underwriting Consultantretired from new york lifeAugust 2005 - July 2012
retired from New York Life August 2005 - July 2012
New York Life Insurance Company 2005 - 2012
Skills
medical underwriting,..., Health Insurance, Employee Benefits, Training, Life Insurance, Term Life Insurance, Retirement Planning, Insurance, Underwriting, Fixed Annuities, Reinsurance, Brokers, Disability Insurance, Risk Management, General Insurance, Long-term Care, Claim, Retirement, Whole Life, Universal Life, Financial Risk
Education
University of Phoenix 2010 — 2011
Master of Education and Training, The art of teaching and training college students as well as corporate training, 3.2
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Business and Management, 3.52
Belhaven University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, GPA 2.5
Jack Keverian's New York Life Experience June 2008 - August 2008
Job Fund Accountant at State Street Bank
Industry Banking
Experience
State Street Bank November 2010 - Present
State Street Bank November 2010 - Present
New York Life June 2008 - August 2008
k tech corp June 2007 - August 2007
K Tech Corporation PLC June 2007 - August 2007
Geospatial Systems Inc January 2001 - January 2002
Skills
Customer Relations, Excel, Accounting, Financial Modeling, Corporate Finance, Financial Analysis, Financial Accounting
Education
University of Massachusetts, Amherst 2005 — 2009
BS, BBA, Natural Resource Economics, Finance, 3.5
University of Massachusetts, Amherst
University of Massachusetts, Amherst
BBA / BS, Finance / Resource Economics
State Street Bank November 2010 - Present
State Street Bank November 2010 - Present
New York Life June 2008 - August 2008
k tech corp June 2007 - August 2007
K Tech Corporation PLC June 2007 - August 2007
Geospatial Systems Inc January 2001 - January 2002
Skills
Customer Relations, Excel, Accounting, Financial Modeling, Corporate Finance, Financial Analysis, Financial Accounting
Education
University of Massachusetts, Amherst 2005 — 2009
BS, BBA, Natural Resource Economics, Finance, 3.5
University of Massachusetts, Amherst
University of Massachusetts, Amherst
BBA / BS, Finance / Resource Economics
Daniel Soucy's New York Life Experience May 2012 - Present
Job New York Life Agent
Industry Financial Services
Experience
New York Life May 2012 - Present
Education
CFA institute
Seeking charter designation, finance, accounting, economics, statistics
University of Massachusetts Boston 2003 — 2006
Bachelor of Science (BS), Finance, General
New York Life May 2012 - Present
Education
CFA institute
Seeking charter designation, finance, accounting, economics, statistics
University of Massachusetts Boston 2003 — 2006
Bachelor of Science (BS), Finance, General