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
Frances Denvir MacDonald Frances Denvir MacDonald's New York Life Experience 1998 - 2000
Job IT Program Manager at DST Retirement Solutions
Industry Financial Services
Experience
DST Systems, Inc. - Retirement Solutions Division March 2013 - Present
Hanover Insurance August 2010 - March 2012
Fidelity Investments July 2008 - February 2009
Fidelity Investments 2005 - 2008
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
New York Life 1998 - 2000
Skills
Project Implementation, Client Services, Program Management, Business Process..., Business Strategy, Change Management, Project Portfolio..., Project Management, Management, IT Project & Program..., Business Process, PMO, Financial Services, Leadership, Business Transformation, Six Sigma, CRM, Vendor Management, Strategic Planning, SDLC, Process Improvement, Business Analysis, Cross-functional Team...
Education
Bentley University
Marketing, Management, Economics, Finance
DST Systems, Inc. - Retirement Solutions Division March 2013 - Present
Hanover Insurance August 2010 - March 2012
Fidelity Investments July 2008 - February 2009
Fidelity Investments 2005 - 2008
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
New York Life 1998 - 2000
Skills
Project Implementation, Client Services, Program Management, Business Process..., Business Strategy, Change Management, Project Portfolio..., Project Management, Management, IT Project & Program..., Business Process, PMO, Financial Services, Leadership, Business Transformation, Six Sigma, CRM, Vendor Management, Strategic Planning, SDLC, Process Improvement, Business Analysis, Cross-functional Team...
Education
Bentley University
Marketing, Management, Economics, Finance
Scotty Seth Carlisle Scotty Seth Carlisle's New York Life Experience March 2002 - October 2006
Job Founder at My Unsung Hero Foundation
Industry Nonprofit Organization Management
Experience
My Unsung Hero Foundation September 2012 - Present
Simple Acts January 2011 - Present
Ready, Set... Magic! June 2009 - Present
Bulldog Marketing Group March 2009 - Present
Today's Youth Non-Profit January 2007 - Present
Fortress Life Insurance and Financial Services, LLC May 2005 - Present
Automotive Event Specialists September 2010 - November 2013
Toastmasters "Leaders In Action" July 2009 - July 2010
ExchangeMyLoan.com February 2009 - February 2010
New York Life March 2002 - October 2006
Skills
Succession Planning, Strategic Planning, Leadership, Team Management, Management, Marketing, Business Analysis, Tax, Life Insurance, 401k, Budgets, Business Planning, Finance, Microsoft Excel, Operations Management, Negotiation, Small Business, Sales, Analysis, Marketing Strategy, Event Management
Education
University of Southern California 2014 — 2015
Masters of Science, Entrepreneurship and Innovation, Entrepreneurship/Entrepreneurial Studies
California State University-Long Beach 2014 — 2014
EMT
California Baptist University 2002 — 2005
Coaching
Georgia Southern University 1997 — 2000
Bachelor, Logistics and Intermodal Transportation
Georgia Southern University 1997 — 2000
Bachelors Degree, Logistics Management
Riverside Community College
Photoshop
My Unsung Hero Foundation September 2012 - Present
Simple Acts January 2011 - Present
Ready, Set... Magic! June 2009 - Present
Bulldog Marketing Group March 2009 - Present
Today's Youth Non-Profit January 2007 - Present
Fortress Life Insurance and Financial Services, LLC May 2005 - Present
Automotive Event Specialists September 2010 - November 2013
Toastmasters "Leaders In Action" July 2009 - July 2010
ExchangeMyLoan.com February 2009 - February 2010
New York Life March 2002 - October 2006
Skills
Succession Planning, Strategic Planning, Leadership, Team Management, Management, Marketing, Business Analysis, Tax, Life Insurance, 401k, Budgets, Business Planning, Finance, Microsoft Excel, Operations Management, Negotiation, Small Business, Sales, Analysis, Marketing Strategy, Event Management
Education
University of Southern California 2014 — 2015
Masters of Science, Entrepreneurship and Innovation, Entrepreneurship/Entrepreneurial Studies
California State University-Long Beach 2014 — 2014
EMT
California Baptist University 2002 — 2005
Coaching
Georgia Southern University 1997 — 2000
Bachelor, Logistics and Intermodal Transportation
Georgia Southern University 1997 — 2000
Bachelors Degree, Logistics Management
Riverside Community College
Photoshop
Lyle Hughes Lyle Hughes's New York Life Experience March 1984 - Present
Job Agent at New York Life
Industry Insurance
Experience
Your First Call January 2013 - Present
New York Life March 1984 - Present
Total Access Benefits Insurance Agency March 1984 - April 2007
Skills
Life Insurance, Healthcare, Employee Benefits, Medicare, Health Insurance, Term Life Insurance, Brokers, Long-term Care, Negotiation, Disability Insurance, Insurance, Fixed Annuities, Health Savings Accounts, Retirement, Sales, Underwriting, Workers Compensation
Education
Brigham Young University 1981 — 1983
Pre-Law Studies
Your First Call January 2013 - Present
New York Life March 1984 - Present
Total Access Benefits Insurance Agency March 1984 - April 2007
Skills
Life Insurance, Healthcare, Employee Benefits, Medicare, Health Insurance, Term Life Insurance, Brokers, Long-term Care, Negotiation, Disability Insurance, Insurance, Fixed Annuities, Health Savings Accounts, Retirement, Sales, Underwriting, Workers Compensation
Education
Brigham Young University 1981 — 1983
Pre-Law Studies
Garrett Morgan, CFP®'s New York Life Experience December 1996 - February 2000
Job President/CEO Fountainhead Wealth, Inc. ♦ Master of Financial Advisor Success ♦ Thought Leader ♦ Soccer Enthusiast
Industry Financial Services
Experience
Fountainhead Wealth November 2005 - Present
Arden Park Soccer Club December 2012 - August 2015
AIG VALIC February 2000 - November 2005
New York Life December 1996 - February 2000
Education
Institute of Business & Finance 2009 — 2010
Board Certified in Estates (BCE), Estate and Tax Planning
Boston University 2005 — 2006
Certificate, Financial Planning (CFP Coursework)
Fountainhead Wealth November 2005 - Present
Arden Park Soccer Club December 2012 - August 2015
AIG VALIC February 2000 - November 2005
New York Life December 1996 - February 2000
Education
Institute of Business & Finance 2009 — 2010
Board Certified in Estates (BCE), Estate and Tax Planning
Boston University 2005 — 2006
Certificate, Financial Planning (CFP Coursework)
David Augustine's New York Life Experience March 2008 - August 2008
Job Associate at HQ Capital Private Equity
Industry Financial Services
Experience
HQ Capital Private Equity March 2015 - Present
The Blackstone Group July 2013 - March 2015
JPMorgan Chase January 2012 - July 2013
JPMorgan Chase March 2010 - December 2011
Oakmont Partners, LLC September 2008 - May 2009
New York Life March 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Bloomberg, Finance, Financial Reporting, Private Equity, Mutual Funds, Fund Accounting, Equities, Valuation, Hedge Funds, Investments
Education
Bentley University 2005 — 2009
B.S., Finance, Psychology
HQ Capital Private Equity March 2015 - Present
The Blackstone Group July 2013 - March 2015
JPMorgan Chase January 2012 - July 2013
JPMorgan Chase March 2010 - December 2011
Oakmont Partners, LLC September 2008 - May 2009
New York Life March 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Bloomberg, Finance, Financial Reporting, Private Equity, Mutual Funds, Fund Accounting, Equities, Valuation, Hedge Funds, Investments
Education
Bentley University 2005 — 2009
B.S., Finance, Psychology
Cere Neal Cere Neal's New York Life Experience October 2013 - Present
Job Insurance Agent at New York Life
Industry Supermarkets
Experience
New York Life October 2013 - Present
Bankers Life and Casualty Company April 2013 - August 2013
Stop & Shop May 2012 - May 2013
Shaw's Supermarkets 2005 - 2009
Skills
PowerPoint, Inventory Management, Recruiting, Labor Relations, Outlook, Loss Prevention, Teamwork, Leadership, Data Entry, Inventory Control, Training, Cashiering, Employee Relations, Time Management, Supermarkets, Payroll, Microsoft Excel, Retail, Customer Service, Microsoft Office, Microsoft Word
Education
Bryant University 2011 — 2012
Certificate, HR Generalist
Fisher College
Associate's degree, Paralegal
New York Life October 2013 - Present
Bankers Life and Casualty Company April 2013 - August 2013
Stop & Shop May 2012 - May 2013
Shaw's Supermarkets 2005 - 2009
Skills
PowerPoint, Inventory Management, Recruiting, Labor Relations, Outlook, Loss Prevention, Teamwork, Leadership, Data Entry, Inventory Control, Training, Cashiering, Employee Relations, Time Management, Supermarkets, Payroll, Microsoft Excel, Retail, Customer Service, Microsoft Office, Microsoft Word
Education
Bryant University 2011 — 2012
Certificate, HR Generalist
Fisher College
Associate's degree, Paralegal
Byron P. Harrison Byron P. Harrison's New York Life Experience December 2003 - February 2005
Job Director of Information Systems
Industry Information Technology and Services
Experience
NaphCare, Inc. May 2013 - Present
Jackson Thornton Technologies August 2012 - May 2013
Jackson Thornton Technologies February 2009 - August 2012
CTS, Inc. June 2008 - August 2008
Vulcan Materials Company May 2007 - August 2007
Wireless Unlimited March 2004 - August 2007
Vulcan Materials Company May 2006 - August 2006
New York Life December 2003 - February 2005
Skills
Healthcare, Telecommunications, Business Analysis, IT Management, IT Service Management, IT Strategy, IT Operations, IT Outsourcing, Microsoft, VMware, IBM, Network Administration, Network Design, Network Architecture, Wireless Networking, Account Management, Disaster Recovery, VMware Infrastructure, Network Security, Microsoft Certified..., Cloud Computing, Virtualization, Business Intelligence, Information Security, Managed Services
Education
Carnegie Mellon University 2007 — 2008
Masters, Information Systems Management
Birmingham-Southern College 2003 — 2007
BS, Computer Science, Business, Mathematics
NaphCare, Inc. May 2013 - Present
Jackson Thornton Technologies August 2012 - May 2013
Jackson Thornton Technologies February 2009 - August 2012
CTS, Inc. June 2008 - August 2008
Vulcan Materials Company May 2007 - August 2007
Wireless Unlimited March 2004 - August 2007
Vulcan Materials Company May 2006 - August 2006
New York Life December 2003 - February 2005
Skills
Healthcare, Telecommunications, Business Analysis, IT Management, IT Service Management, IT Strategy, IT Operations, IT Outsourcing, Microsoft, VMware, IBM, Network Administration, Network Design, Network Architecture, Wireless Networking, Account Management, Disaster Recovery, VMware Infrastructure, Network Security, Microsoft Certified..., Cloud Computing, Virtualization, Business Intelligence, Information Security, Managed Services
Education
Carnegie Mellon University 2007 — 2008
Masters, Information Systems Management
Birmingham-Southern College 2003 — 2007
BS, Computer Science, Business, Mathematics
Charles Holtz's New York Life Experience September 2012 - June 2013
Job Trust and Estate Management
Industry Financial Services
Experience
NBT Bank August 2013 - Present
NBT Bank August 2013 - Present
New York Life September 2012 - June 2013
Town of Easton September 2010 - June 2012
Quincy High School September 2006 - June 2010
Bank of America 1999 - 2005
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Economics, Public Relations, Data Analysis, Research, Grant Writing, Negotiation, Banking, Analysis, Fast Learner, Communication, Presentations, Public Speaking, Teaching, Team Building
Education
Boston University 2005 — 2006
Master of Arts (MA), Secondary Education and Teaching
Boston University 1994 — 1998
BA, American History (United States)
NBT Bank August 2013 - Present
NBT Bank August 2013 - Present
New York Life September 2012 - June 2013
Town of Easton September 2010 - June 2012
Quincy High School September 2006 - June 2010
Bank of America 1999 - 2005
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Economics, Public Relations, Data Analysis, Research, Grant Writing, Negotiation, Banking, Analysis, Fast Learner, Communication, Presentations, Public Speaking, Teaching, Team Building
Education
Boston University 2005 — 2006
Master of Arts (MA), Secondary Education and Teaching
Boston University 1994 — 1998
BA, American History (United States)
Ryan Witte's New York Life Experience December 2011 - April 2014
Job Robert Half Recruiting Manager
Industry Insurance
Experience
Robert Half Finance & Accounting 2015 - Present
New york life December 2011 - April 2014
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Long-term Care, Leadership, Long Term Care Insurance, Management, Microsoft Office, Retirement, Sales Management, Social Media, Strategic Planning, Whole Life
Education
Buena Vista University 1993 — 1997
Robert Half Finance & Accounting 2015 - Present
New york life December 2011 - April 2014
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Long-term Care, Leadership, Long Term Care Insurance, Management, Microsoft Office, Retirement, Sales Management, Social Media, Strategic Planning, Whole Life
Education
Buena Vista University 1993 — 1997
Jerem Eyre Jerem Eyre's New York Life Experience April 2002 - March 2005
Job Social Media Marketing | Business Strategist | Creative Content | Affiliate Director
Industry Marketing and Advertising
Experience
Empire Research Group - a Tony Robbins/BBI Company November 2010 - Present
Dr. Christopher's School of Natural Healing November 2009 - Present
LightSource LLC March 2005 - Present
Stewardship Business Brokers October 2006 - October 2009
New York Life April 2002 - March 2005
Zheng Chang International April 2000 - September 2000
Regal China Cruises March 1999 - September 1999
Skills
Online Marketing, Social Media Marketing, Social Media, Marketing Strategy, Public Speaking, Entrepreneurship, Online Advertising, Web Design, Competitive Analysis, Marketing, Web Analytics, Facebook, Retail, Coaching, Email Marketing, Social Networking, Blogging, Marketing Communications, Creative Writing, Copywriting, Analysis, Sales, Strategy, SEM, Strategic Planning, Microsoft Office, Publishing, Brand Development, Lead Generation, Start-ups, Small Business, Project Management, Spanish, SEO, Business Strategy, New Business Development, Editing, Market Research, Training, Management, Customer Service, Leadership, Advertising, Public Relations, Digital Marketing, PPC, Real Estate, Google Adwords, Team Building, WordPress
Education
Brigham Young University 1998 — 2002
BA, Linguistics
Empire Research Group - a Tony Robbins/BBI Company November 2010 - Present
Dr. Christopher's School of Natural Healing November 2009 - Present
LightSource LLC March 2005 - Present
Stewardship Business Brokers October 2006 - October 2009
New York Life April 2002 - March 2005
Zheng Chang International April 2000 - September 2000
Regal China Cruises March 1999 - September 1999
Skills
Online Marketing, Social Media Marketing, Social Media, Marketing Strategy, Public Speaking, Entrepreneurship, Online Advertising, Web Design, Competitive Analysis, Marketing, Web Analytics, Facebook, Retail, Coaching, Email Marketing, Social Networking, Blogging, Marketing Communications, Creative Writing, Copywriting, Analysis, Sales, Strategy, SEM, Strategic Planning, Microsoft Office, Publishing, Brand Development, Lead Generation, Start-ups, Small Business, Project Management, Spanish, SEO, Business Strategy, New Business Development, Editing, Market Research, Training, Management, Customer Service, Leadership, Advertising, Public Relations, Digital Marketing, PPC, Real Estate, Google Adwords, Team Building, WordPress
Education
Brigham Young University 1998 — 2002
BA, Linguistics
J.C. Avakian jc.avakian@wellsfargo.com's New York Life Experience June 2006 - June 2007
Job Business Banking & Commercial Real Estate Lending at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2011 - Present
Business Capital March 2008 - January 2011
AIG/Northstar Risk Management June 2007 - March 2008
New York Life June 2006 - June 2007
Skills
Loan Origination, Commercial Banking, Credit, Commercial Lending, Business Development, Asset Based Lending, Banking, Corporate Finance, Credit Analysis, Finance, Financial Services, Loans, Portfolio Management, Retirement Planning, Securities, Small Business, Small Business Lending, Underwriting, Sales, Relationship Management, Financial Analysis
Education
Boston University 2002 — 2006
BA, Economics
SI
Wells Fargo Bank January 2011 - Present
Business Capital March 2008 - January 2011
AIG/Northstar Risk Management June 2007 - March 2008
New York Life June 2006 - June 2007
Skills
Loan Origination, Commercial Banking, Credit, Commercial Lending, Business Development, Asset Based Lending, Banking, Corporate Finance, Credit Analysis, Finance, Financial Services, Loans, Portfolio Management, Retirement Planning, Securities, Small Business, Small Business Lending, Underwriting, Sales, Relationship Management, Financial Analysis
Education
Boston University 2002 — 2006
BA, Economics
SI
Amanda Jane Lee Amanda Jane Lee's New York Life Experience May 2008 - August 2008
Job PMO Administrator at Sirius XM Radio Inc.
Industry Information Technology and Services
Experience
Sirius XM Radio Inc. February 2015 - Present
Sirius XM Radio Inc. February 2014 - January 2015
Sirius XM Radio Inc. May 2012 - February 2014
Sirius XM Radio Inc. September 2009 - May 2012
New York Life May 2008 - August 2008
Cosi May 2006 - January 2008
Skills
Applicant Tracking..., Recruiting, Human Resources, Interviews, Talent Acquisition
Education
Boston University 2011 — 2013
M.S., Project Management
Rutgers University-New Brunswick 2005 — 2009
B.A., Psychology, Sociology
MAHS
Sirius XM Radio Inc. February 2015 - Present
Sirius XM Radio Inc. February 2014 - January 2015
Sirius XM Radio Inc. May 2012 - February 2014
Sirius XM Radio Inc. September 2009 - May 2012
New York Life May 2008 - August 2008
Cosi May 2006 - January 2008
Skills
Applicant Tracking..., Recruiting, Human Resources, Interviews, Talent Acquisition
Education
Boston University 2011 — 2013
M.S., Project Management
Rutgers University-New Brunswick 2005 — 2009
B.A., Psychology, Sociology
MAHS
Nathan Hall Nathan Hall's New York Life Experience December 2006 - October 2011
Job Life Insurance Professional
Industry Insurance
Experience
NEi Financial, LLC. October 2011 - Present
New York Life December 2006 - October 2011
Brigham Young University January 1999 - April 2006
Skills
Retirement, Retirement Planning, Insurance, Fixed Annuities, Term Life Insurance, Whole Life, Wealth Accumulation, 401k, Disability Insurance, Employee Benefits, Estate Planning, Financial Planners, Health Insurance, Investments, Long-term Care, Mutual Funds, Portfolio Management, Strategic Financial..., Universal Life, Wealth
Education
Brigham Young University 1999 — 2006
Bachelor of Arts, English
New Canaan High School 1994 — 1998
NEi Financial, LLC. October 2011 - Present
New York Life December 2006 - October 2011
Brigham Young University January 1999 - April 2006
Skills
Retirement, Retirement Planning, Insurance, Fixed Annuities, Term Life Insurance, Whole Life, Wealth Accumulation, 401k, Disability Insurance, Employee Benefits, Estate Planning, Financial Planners, Health Insurance, Investments, Long-term Care, Mutual Funds, Portfolio Management, Strategic Financial..., Universal Life, Wealth
Education
Brigham Young University 1999 — 2006
Bachelor of Arts, English
New Canaan High School 1994 — 1998
Claudia Bender, CFP® Claudia Bender, CFP®'s New York Life Experience May 2006 - August 2007
Job Vice President
Industry Banking
Experience
Private Bank March 2011 - July 2014
Bank of America Merrill Lynch October 2007 - February 2011
New York Life May 2006 - August 2007
Boston University August 2003 - May 2005
Skills
Equities, Portfolio Management, Investments, Wealth Management, Asset Managment, Series 7, Financial Advisory, Strategic Financial..., Series 63, Credit Analysis, Financial Modeling, Credit, Asset Allocation, Financial Services, Mutual Funds, Asset Management
Education
Boston University 2003 — 2005
MA, Psychology/Neuroscience
Connecticut College 1996 — 2000
BA, Psychology
Private Bank March 2011 - July 2014
Bank of America Merrill Lynch October 2007 - February 2011
New York Life May 2006 - August 2007
Boston University August 2003 - May 2005
Skills
Equities, Portfolio Management, Investments, Wealth Management, Asset Managment, Series 7, Financial Advisory, Strategic Financial..., Series 63, Credit Analysis, Financial Modeling, Credit, Asset Allocation, Financial Services, Mutual Funds, Asset Management
Education
Boston University 2003 — 2005
MA, Psychology/Neuroscience
Connecticut College 1996 — 2000
BA, Psychology
Renuka Varigonda Renuka Varigonda's New York Life Experience February 2012 - July 2012
Job Masters Level Public Health Temp at Kaiser Permanente
Industry Higher Education
Experience
Kaiser Permanente May 2015 - Present
SANDAG March 2013 - May 2014
Fibro Source January 2013 - March 2013
World Trade Center San Diego February 2012 - July 2012
New York Life February 2012 - July 2012
San Diego Microfinance Alliance June 2011 - September 2011
Skills
Microsoft Office..., Statistical Software..., Geographic Information..., Foreign Languages, Community Outreach, Customer Service, Research, Management, Proposal Writing, Policy, Project Planning, Market Research, Access, Strategy, Analysis, Grants, Outlook
Education
New York Medical College 2014 — 2016
Masters of Public Health (M.P.H.)
California Polytechnic State University-San Luis Obispo 2006 — 2011
Bachelor of Science (BS), Social Sciences, Economics
Kaiser Permanente May 2015 - Present
SANDAG March 2013 - May 2014
Fibro Source January 2013 - March 2013
World Trade Center San Diego February 2012 - July 2012
New York Life February 2012 - July 2012
San Diego Microfinance Alliance June 2011 - September 2011
Skills
Microsoft Office..., Statistical Software..., Geographic Information..., Foreign Languages, Community Outreach, Customer Service, Research, Management, Proposal Writing, Policy, Project Planning, Market Research, Access, Strategy, Analysis, Grants, Outlook
Education
New York Medical College 2014 — 2016
Masters of Public Health (M.P.H.)
California Polytechnic State University-San Luis Obispo 2006 — 2011
Bachelor of Science (BS), Social Sciences, Economics
Brian McMullan Brian McMullan's New York Life Experience December 2005 - September 2008
Job Account Manager at Oracle
Industry Computer Software
Experience
Oracle January 2013 - Present
CA Technologies July 2011 - January 2013
Oracle June 2008 - July 2011
New York Life December 2005 - September 2008
Long Fence July 2003 - June 2008
Buzzing Digital March 2001 - May 2002
Kana Communications February 2000 - February 2001
Salomon Smith Barney January 1999 - December 2000
Channell Communications October 1997 - March 1999
Oven Digital March 1997 - December 1997
Skills
Direct Sales, Cloud Computing, Enterprise Architecture, Enterprise Software, IT Service Management, SaaS, PaaS, IaaS, Selling
Education
Berkeley College 2000 — 2001
Organizational Management
New York University 1997 — 2000
Garron Tower 1977 — 1982
Oracle January 2013 - Present
CA Technologies July 2011 - January 2013
Oracle June 2008 - July 2011
New York Life December 2005 - September 2008
Long Fence July 2003 - June 2008
Buzzing Digital March 2001 - May 2002
Kana Communications February 2000 - February 2001
Salomon Smith Barney January 1999 - December 2000
Channell Communications October 1997 - March 1999
Oven Digital March 1997 - December 1997
Skills
Direct Sales, Cloud Computing, Enterprise Architecture, Enterprise Software, IT Service Management, SaaS, PaaS, IaaS, Selling
Education
Berkeley College 2000 — 2001
Organizational Management
New York University 1997 — 2000
Garron Tower 1977 — 1982
Gregory Damadeo's New York Life Experience May 2002 - December 2005
Job Field Sales Leader at Allstate
Industry Insurance
Experience
Allstate February 2012 - Present
Allstate September 2009 - April 2012
Allstate September 2007 - September 2009
Allstate January 2006 - August 2007
New York Life May 2002 - December 2005
Skills
Leadership, Analysis, Insurance, Sales, Process Improvement, Employee Benefits, Account Management, Marketing, Data Analysis, Financial Analysis, Risk Management, Life Insurance
Education
Bentley University 1998 — 2002
Bachelors, Finance
Allstate February 2012 - Present
Allstate September 2009 - April 2012
Allstate September 2007 - September 2009
Allstate January 2006 - August 2007
New York Life May 2002 - December 2005
Skills
Leadership, Analysis, Insurance, Sales, Process Improvement, Employee Benefits, Account Management, Marketing, Data Analysis, Financial Analysis, Risk Management, Life Insurance
Education
Bentley University 1998 — 2002
Bachelors, Finance
Craig Gill Craig Gill's New York Life Experience 2005 - 2006
Job Chief Learning Officer at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting May 2013 - Present
Deloitte 2006 - 2012
New York Life 2005 - 2006
Deloitte Consulting 2002 - 2005
Lucent Technologies 1996 - 2002
AT&T 1977 - 1996
Skills
Leadership Development, Performance Management, Talent Management, Leadership, Organizational..., Organizational Design, Recruiting, Deferred Compensation, Human Resources, Succession Planning, Workforce Planning, Coaching, Employee Engagement, Employee Relations, Management Consulting, Personnel Management, Executive Coaching, Management, Consulting, HR Consulting, Culture Change
Education
Georgetown University 2008 — 2008
Certificate, Leadership Coaching
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1994
Tuck Executive Program
Bucknell University 1971 — 1975
Deloitte Consulting May 2013 - Present
Deloitte 2006 - 2012
New York Life 2005 - 2006
Deloitte Consulting 2002 - 2005
Lucent Technologies 1996 - 2002
AT&T 1977 - 1996
Skills
Leadership Development, Performance Management, Talent Management, Leadership, Organizational..., Organizational Design, Recruiting, Deferred Compensation, Human Resources, Succession Planning, Workforce Planning, Coaching, Employee Engagement, Employee Relations, Management Consulting, Personnel Management, Executive Coaching, Management, Consulting, HR Consulting, Culture Change
Education
Georgetown University 2008 — 2008
Certificate, Leadership Coaching
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1994
Tuck Executive Program
Bucknell University 1971 — 1975
Scott K. Warner Scott K. Warner's New York Life Experience January 1990 - January 1991
Job Registered Investment Advisor
Industry Financial Services
Experience
Life Design Financial January 1991 - Present
Life Design Financial Radio 2011 - 2012
New York Life January 1990 - January 1991
Skills
Retirement Planning, Income strategies, Retirement Income..., Financial Planning, Registered Investment..., Economics, Investments, Investment Advisory, Retirement Solutions, 401k, Customer Service, Disability Insurance, Estate Planning, Finance, Fixed Annuities, IRAs, Income, Insurance, Investment Strategies, Leadership, Loans, Long-term Care, Financial Advisory, Marketing, Marketing Strategy, Public Speaking, Personal Finance, Retirement, Sales, Small Business, Strategic Financial..., Strategic Planning, Tax, Wealth, Wealth Management
Education
Cal Poly Pomona 1984 — 1988
BS Finance/Real Estate Law
Life Design Financial January 1991 - Present
Life Design Financial Radio 2011 - 2012
New York Life January 1990 - January 1991
Skills
Retirement Planning, Income strategies, Retirement Income..., Financial Planning, Registered Investment..., Economics, Investments, Investment Advisory, Retirement Solutions, 401k, Customer Service, Disability Insurance, Estate Planning, Finance, Fixed Annuities, IRAs, Income, Insurance, Investment Strategies, Leadership, Loans, Long-term Care, Financial Advisory, Marketing, Marketing Strategy, Public Speaking, Personal Finance, Retirement, Sales, Small Business, Strategic Financial..., Strategic Planning, Tax, Wealth, Wealth Management
Education
Cal Poly Pomona 1984 — 1988
BS Finance/Real Estate Law
Rich Wallner Rich Wallner's New York Life Experience April 2009 - March 2012
Job Principal at Lakeside Financial, LLC
Industry Executive Office
Experience
Lakeside Financial LLC April 2012 - Present
New York Life April 2009 - March 2012
Lakeside Enterprises Inc. April 2007 - December 2008
Gilson Inc. August 2007 - July 2008
Rainin Instruments December 1994 - June 2006
Rainin Instruments Inc. January 1993 - December 1994
Rainin Instrument Inc. February 1981 - January 1993
Skills
Training, Marketing, Sales Operations, Business Strategy, Product Management, Contract Negotiation, Leadership, Quality Assurance, Strategic Planning, Sales, Entrepreneurship, Salesforce.com, Business Development, Product Development, Marketing Communications, Management, Program Management, Strategy, Microsoft Office, Negotiation, Key Account Management, Public Speaking, Project Management, Budgets, Employee Training, Process Improvement, Customer Service, Small Business, Selling
Education
Berklee College of Music 1976 — 1983
BA Performance, Music
Greenfield Community College 1977 — 1978
Liberal Arts
Lakeside Financial LLC April 2012 - Present
New York Life April 2009 - March 2012
Lakeside Enterprises Inc. April 2007 - December 2008
Gilson Inc. August 2007 - July 2008
Rainin Instruments December 1994 - June 2006
Rainin Instruments Inc. January 1993 - December 1994
Rainin Instrument Inc. February 1981 - January 1993
Skills
Training, Marketing, Sales Operations, Business Strategy, Product Management, Contract Negotiation, Leadership, Quality Assurance, Strategic Planning, Sales, Entrepreneurship, Salesforce.com, Business Development, Product Development, Marketing Communications, Management, Program Management, Strategy, Microsoft Office, Negotiation, Key Account Management, Public Speaking, Project Management, Budgets, Employee Training, Process Improvement, Customer Service, Small Business, Selling
Education
Berklee College of Music 1976 — 1983
BA Performance, Music
Greenfield Community College 1977 — 1978
Liberal Arts
H. Bodge Hyatt, CLU, ChFC, FLMI's New York Life Experience May 1976 - March 1977
Job Retired Employee Benefits Consultant
Industry Insurance
Experience
Arthur J. Gallagher & Co. May 2001 - December 2011
Marsh October 1996 - May 2001
Prudential Insurance Company of America 1977 - 1995
New York Life May 1976 - March 1977
Skills
Employee Benefits
Education
State University of New York at New Paltz 1973 — 1976
BA, Economics
Bridgewater State University 1971 — 1972
Liberal Arts
Eastchester High School
Arthur J. Gallagher & Co. May 2001 - December 2011
Marsh October 1996 - May 2001
Prudential Insurance Company of America 1977 - 1995
New York Life May 1976 - March 1977
Skills
Employee Benefits
Education
State University of New York at New Paltz 1973 — 1976
BA, Economics
Bridgewater State University 1971 — 1972
Liberal Arts
Eastchester High School
Rita Fuller Rita Fuller's New York Life Experience March 2001 - March 2011
Job Head of Advanced Analytics
Industry Insurance
Experience
New York Life Insurance Company March 2011 - Present
New York Life March 2001 - March 2011
Bluefly October 1999 - March 2001
Cendant November 1997 - November 1999
TransUnion August 1994 - November 1997
Education
The Ohio State University 1992 — 1994
Masters in Applied Statistics
Ohio University 1989 — 1991
Master's Degree
Butler University 1987 — 1989
Bachelor's Degree
New York Institute of Technology
Master of Business Administration (M.B.A.)
New York Life Insurance Company March 2011 - Present
New York Life March 2001 - March 2011
Bluefly October 1999 - March 2001
Cendant November 1997 - November 1999
TransUnion August 1994 - November 1997
Education
The Ohio State University 1992 — 1994
Masters in Applied Statistics
Ohio University 1989 — 1991
Master's Degree
Butler University 1987 — 1989
Bachelor's Degree
New York Institute of Technology
Master of Business Administration (M.B.A.)
Charles Richey Charles Richey's New York Life Experience October 1978 - August 1987
Job Financial Advisor at Eagle Strategies LLC
Industry Financial Services
Experience
New York Life Insurance Company June 2001 - Present
The Standard July 1987 - December 2000
New York Life October 1978 - August 1987
Skills
Cabinetry, Gardening, Landscaping, Yard Work, Writing
Education
The American College 2002 — 2005
Master of Science (MS), Financial Services
Brigham Young University 1965 — 1967
Bachelor of Arts (BA), Asian Studies/Civilization
Weber State University 1965 — 1965
None, History
Weber State University 1961 — 1962
None, History
New York Life Insurance Company June 2001 - Present
The Standard July 1987 - December 2000
New York Life October 1978 - August 1987
Skills
Cabinetry, Gardening, Landscaping, Yard Work, Writing
Education
The American College 2002 — 2005
Master of Science (MS), Financial Services
Brigham Young University 1965 — 1967
Bachelor of Arts (BA), Asian Studies/Civilization
Weber State University 1965 — 1965
None, History
Weber State University 1961 — 1962
None, History
Julie Mulcahy Julie Mulcahy's New York Life Experience May 2010 - May 2011
Job Assistant Property Manager at Berkshire Property Advisors
Industry Marketing and Advertising
Experience
Berkshire Property Advisors February 2015 - Present
Berkshire Property Advisors August 2013 - February 2015
Prime Motor Group April 2012 - September 2012
Prime Motor Group September 2011 - April 2012
New York Life May 2010 - May 2011
Regan Communications December 2010 - April 2011
Egon Zehnder International April 2008 - August 2009
Northeastern University September 2007 - January 2008
Northeastern University September 2005 - December 2007
Arnold Worldwide June 2007 - August 2007
Skills
Corporate Communications, Market Research, Public Relations, Generation Y, Work Life Balance, Communications Planning, Writing, Research, Microsoft Office, Public Speaking, Press Releases, Marketing Communications, Editing, Customer Relations, Strategic Planning, Access, HTML, Problem Solving, Marketing Strategy, Product Development, Customer Service, Leadership, Management
Education
Suffolk University 2009 — 2011
Masters, Integrated Marketing Communications
Northeastern University 2004 — 2008
BA, Communication
Bond University 2006 — 2006
Study Abroad Program
University of Massachusetts, Amherst 2003 — 2004
Communications
Berkshire Property Advisors February 2015 - Present
Berkshire Property Advisors August 2013 - February 2015
Prime Motor Group April 2012 - September 2012
Prime Motor Group September 2011 - April 2012
New York Life May 2010 - May 2011
Regan Communications December 2010 - April 2011
Egon Zehnder International April 2008 - August 2009
Northeastern University September 2007 - January 2008
Northeastern University September 2005 - December 2007
Arnold Worldwide June 2007 - August 2007
Skills
Corporate Communications, Market Research, Public Relations, Generation Y, Work Life Balance, Communications Planning, Writing, Research, Microsoft Office, Public Speaking, Press Releases, Marketing Communications, Editing, Customer Relations, Strategic Planning, Access, HTML, Problem Solving, Marketing Strategy, Product Development, Customer Service, Leadership, Management
Education
Suffolk University 2009 — 2011
Masters, Integrated Marketing Communications
Northeastern University 2004 — 2008
BA, Communication
Bond University 2006 — 2006
Study Abroad Program
University of Massachusetts, Amherst 2003 — 2004
Communications
Morgan Elliott, ACPC, ACC Morgan Elliott, ACPC, ACC's New York Life Experience 1994 - 1996
Job Principal at ElliottGrayson LLC
Industry Information Technology and Services
Experience
ElliottGrayson, LLC May 2006 - Present
360 Wealth Management, Inc 2010 - 2012
SVB Financial Group 2008 - 2010
LoanCity April 2005 - May 2006
Wells Fargo January 1996 - April 2005
New York Life 1994 - 1996
Firemans Fund Insurance Company 1990 - 1994
Skills
Databases, Leadership, Management Consulting, Sales, Business Planning, Coaching, Process Improvement, Project Management, Strategy, Change Management, Investments, Finance, Training, Executive Coaching, Banking, Business Process, Risk Management, Leadership Development, Public Speaking, Strategic Planning, Vendor Management, Entrepreneurship, Program Management, Organizational..., Team Leadership, CRM, Executive Management, Management, Business Strategy, Insurance, SDLC, New Business Development, Corporate Communications, Team Building, Business Analysis, SharePoint, Financial Services, Time Management, Start-ups, Business Development, Integration, Business Process..., Sales Management, Workshop Facilitation, Business Coaching, Cross-functional Team..., Mergers & Acquisitions, Analysis, Business Intelligence, Consulting
Education
Boston University 2011 — 2011
Professional Certificate
Adler School of Professional Coaching 2007 — 2008
ACPC
George Mason University 1987 — 1989
BIS
William & Mary 1978 — 1982
BS
McLean HS
ElliottGrayson, LLC May 2006 - Present
360 Wealth Management, Inc 2010 - 2012
SVB Financial Group 2008 - 2010
LoanCity April 2005 - May 2006
Wells Fargo January 1996 - April 2005
New York Life 1994 - 1996
Firemans Fund Insurance Company 1990 - 1994
Skills
Databases, Leadership, Management Consulting, Sales, Business Planning, Coaching, Process Improvement, Project Management, Strategy, Change Management, Investments, Finance, Training, Executive Coaching, Banking, Business Process, Risk Management, Leadership Development, Public Speaking, Strategic Planning, Vendor Management, Entrepreneurship, Program Management, Organizational..., Team Leadership, CRM, Executive Management, Management, Business Strategy, Insurance, SDLC, New Business Development, Corporate Communications, Team Building, Business Analysis, SharePoint, Financial Services, Time Management, Start-ups, Business Development, Integration, Business Process..., Sales Management, Workshop Facilitation, Business Coaching, Cross-functional Team..., Mergers & Acquisitions, Analysis, Business Intelligence, Consulting
Education
Boston University 2011 — 2011
Professional Certificate
Adler School of Professional Coaching 2007 — 2008
ACPC
George Mason University 1987 — 1989
BIS
William & Mary 1978 — 1982
BS
McLean HS
Penny Righthand Penny Righthand's New York Life Experience 1987 - Present
Job Financial Advisor
Industry Financial Services
Experience
Advisor Today 2000 - Present
NAIFA 1990 - Present
Eagle Strategies, LLC 1987 - Present
New York Life 1987 - Present
Michael Thomas Corporation 1984 - 1987
Penny Righthand, Reporter 1983 - 1985
The Montclarion 1978 - 1983
Highland Alameda County Hospital 1976 - 1978
Skills
Estate Planning, Strategic Financial..., Wealth Management, Retirement Planning, Insurance, Retirement, Investments, Disability Insurance, Financial Advisory, Public Speaking, Life Insurance, Fixed Annuities, Financial Services, Wealth
Education
Bryn Mawr College 1987 — 1990
CLU, ChFC, Financial
The Evergreen State College 1974 — 1975
BA, Writing/Journalism
University of Michigan 1964 — 1969
BS, Nursing, Psychology, Writing
Advisor Today 2000 - Present
NAIFA 1990 - Present
Eagle Strategies, LLC 1987 - Present
New York Life 1987 - Present
Michael Thomas Corporation 1984 - 1987
Penny Righthand, Reporter 1983 - 1985
The Montclarion 1978 - 1983
Highland Alameda County Hospital 1976 - 1978
Skills
Estate Planning, Strategic Financial..., Wealth Management, Retirement Planning, Insurance, Retirement, Investments, Disability Insurance, Financial Advisory, Public Speaking, Life Insurance, Fixed Annuities, Financial Services, Wealth
Education
Bryn Mawr College 1987 — 1990
CLU, ChFC, Financial
The Evergreen State College 1974 — 1975
BA, Writing/Journalism
University of Michigan 1964 — 1969
BS, Nursing, Psychology, Writing
Steve Glaser Steve Glaser's New York Life Experience February 2008 - Present
Job Financial Services Professional
Industry Insurance
Experience
New York Life February 2008 - Present
UC San Francisco Medical Center 1990 - 2000
University of California, San Francisco 1990 - 2000
Legacy Partners 1985 - 1990
Arthur Andersen & Co. 1980 - 1985
Education
Isenberg School of Management, UMass Amherst 1977 — 1979
MBA, Accounting
Brandeis University 1973 — 1977
B.A., Economics
New York Life February 2008 - Present
UC San Francisco Medical Center 1990 - 2000
University of California, San Francisco 1990 - 2000
Legacy Partners 1985 - 1990
Arthur Andersen & Co. 1980 - 1985
Education
Isenberg School of Management, UMass Amherst 1977 — 1979
MBA, Accounting
Brandeis University 1973 — 1977
B.A., Economics
Denise Spurgin's New York Life Experience August 1987 - March 1998
Job Office Manager at Markout Water Supply Corporation
Industry Utilities
Experience
Markout Water Supply Corporation April 2013 - Present
Seasons Hospice December 2009 - March 2013
Affiliated Computer Services December 2006 - December 2009
Trammell Crow Company March 1998 - November 2006
New York Life August 1987 - March 1998
Skills
Contract Negotiation, Office Management, Purchasing, Finance, Commercial Real Estate, Life Insurance, Mergers, Healthcare, Corporate Law, Due Diligence, Contract Management, Licensing, Customer Service, Outlook, Legal Research, Personal Budgeting, Management, Account Management, Accounts Payable, Leadership, Human Resources, Process Improvement, Team Building, Training, Non-profits, Project Planning, Hospice, End of Life, Employee Training, Mergers & Acquisitions, Software Documentation, Project Management, Interviews, Employee Benefits, Time Management, Teamwork, Recruiting, Policy, Employee Relations, Accounts Receivable, Accounting, Operations Management, Nonprofits
Education
Blackstone Career Institute 2007 — 2008
Paralegal Cert, Legal
Brigham Young University
Sciences and General Studies
Collin County Community College
Computers, Sciences and General Studies
Markout Water Supply Corporation April 2013 - Present
Seasons Hospice December 2009 - March 2013
Affiliated Computer Services December 2006 - December 2009
Trammell Crow Company March 1998 - November 2006
New York Life August 1987 - March 1998
Skills
Contract Negotiation, Office Management, Purchasing, Finance, Commercial Real Estate, Life Insurance, Mergers, Healthcare, Corporate Law, Due Diligence, Contract Management, Licensing, Customer Service, Outlook, Legal Research, Personal Budgeting, Management, Account Management, Accounts Payable, Leadership, Human Resources, Process Improvement, Team Building, Training, Non-profits, Project Planning, Hospice, End of Life, Employee Training, Mergers & Acquisitions, Software Documentation, Project Management, Interviews, Employee Benefits, Time Management, Teamwork, Recruiting, Policy, Employee Relations, Accounts Receivable, Accounting, Operations Management, Nonprofits
Education
Blackstone Career Institute 2007 — 2008
Paralegal Cert, Legal
Brigham Young University
Sciences and General Studies
Collin County Community College
Computers, Sciences and General Studies
Albert Rogers Albert Rogers's New York Life Experience March 2006 - Present
Job Corporate Vice President at New York Life
Industry Insurance
Experience
New York Life March 2006 - Present
New York Life Insurance Company February 2004 - March 2006
New York Life Insurance Company 2002 - 2004
New York Life Insurance Company 2000 - 2002
New York Life Insurance Company 1997 - 2000
New York Life Insurance Company 1995 - 1997
New York Life Insurance Company 1993 - 1995
Skills
Insurance, Management, Leadership, Customer Service, Team Building, Executive Management, Budgets, Life Insurance, Risk Management, Public Speaking, Strategic Planning, Interviews, Administration, Program Management, Vendor Management, Employee Benefits, System Administration, Time Management, Project Management, Process Improvement, Training, Customer Satisfaction, Strategy, Fixed Annuities, Business Planning, Analysis, Financial Analysis, Organizational..., Coaching, Leadership Development, Business Development, Business Strategy, Change Management, Operations Management, Security, Small Business, Team Leadership, Account Management, Contract Negotiation, Employee Relations, Fundraising, Human Resources, Process Scheduler, Recruiting, Access, New Business Development, Sales Management, Customer Relations, Relationship Management, Communication
Education
The American College 2000 — 2002
Master of Science in Management, Management
Bradley University 1975 — 1979
Bachelor’s Degree, Marketing
New York Life March 2006 - Present
New York Life Insurance Company February 2004 - March 2006
New York Life Insurance Company 2002 - 2004
New York Life Insurance Company 2000 - 2002
New York Life Insurance Company 1997 - 2000
New York Life Insurance Company 1995 - 1997
New York Life Insurance Company 1993 - 1995
Skills
Insurance, Management, Leadership, Customer Service, Team Building, Executive Management, Budgets, Life Insurance, Risk Management, Public Speaking, Strategic Planning, Interviews, Administration, Program Management, Vendor Management, Employee Benefits, System Administration, Time Management, Project Management, Process Improvement, Training, Customer Satisfaction, Strategy, Fixed Annuities, Business Planning, Analysis, Financial Analysis, Organizational..., Coaching, Leadership Development, Business Development, Business Strategy, Change Management, Operations Management, Security, Small Business, Team Leadership, Account Management, Contract Negotiation, Employee Relations, Fundraising, Human Resources, Process Scheduler, Recruiting, Access, New Business Development, Sales Management, Customer Relations, Relationship Management, Communication
Education
The American College 2000 — 2002
Master of Science in Management, Management
Bradley University 1975 — 1979
Bachelor’s Degree, Marketing
Greg Free Greg Free's New York Life Experience May 2004 - March 2005
Job Senior License Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle November 2014 - Present
Apex Performance Solutions, LLC October 2012 - October 2014
Ernst & Young January 2012 - October 2012
Rand & Associates, Ltd April 2005 - July 2011
New York Life May 2004 - March 2005
Skills
Tax, Auditing, Corporate Tax, Tax Accounting, GAAP, Income Tax, Journal Entries, International Tax, US GAAP, Microsoft Excel, Financial Statements, Bookkeeping, Expatriate Tax, Tax Research, Due Diligence, Investments, Microsoft Office, Employee Benefits, MS Excel Pivot Tables
Education
Brigham Young University 1996 — 2004
Bachelor of Arts, International Studies: Global Trade and Economics
Oracle November 2014 - Present
Apex Performance Solutions, LLC October 2012 - October 2014
Ernst & Young January 2012 - October 2012
Rand & Associates, Ltd April 2005 - July 2011
New York Life May 2004 - March 2005
Skills
Tax, Auditing, Corporate Tax, Tax Accounting, GAAP, Income Tax, Journal Entries, International Tax, US GAAP, Microsoft Excel, Financial Statements, Bookkeeping, Expatriate Tax, Tax Research, Due Diligence, Investments, Microsoft Office, Employee Benefits, MS Excel Pivot Tables
Education
Brigham Young University 1996 — 2004
Bachelor of Arts, International Studies: Global Trade and Economics
EDWARD DOW BARTLING, CLU, MBA, FLMI, ACS, AIAA EDWARD DOW BARTLING, CLU, MBA, FLMI, ACS, AIAA's New York Life Experience April 1973 - August 1996
Job CHIEF OPERATING OFFICER at FINANCIAL MARKETS INC. I am in the PROBLEMS business
Industry Insurance
Experience
FINANCIAL MARKETS INC February 1997 - Present
BLACK HILLS AREA COUNCIL BSA 1997 - 2012
FirstMark August 1996 - February 1997
New York Life April 1973 - August 1996
Skills
Teacher, Advisor, Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Term Life Insurance, Medicare, Technical Support, Whole Life, Retirement, Life Insurance, Goal-oriented..., Health Insurance, Personal Training, Personal Development, Lifestyle Coaching, Leadership, Mentoring, Training, Brokers, Series 63, Financial Services, Financial Planners, Strategic Financial..., Underwriting, Commercial Insurance, Retirement Planning, General Insurance, Youth Development, Small Business, Management, Program Management, 401k, Estate Planning, Commercial Lines, Investments, Financial Advisory, Workers Compensation, Training Leadership, Employee Benefits, Business Planning
Education
National American University 2001 — 2004
MBA, BUSINESS
Bryn Mawr College 1976 — 1980
CLU, Financial Services
Wayne State College 1968 — 1973
BSA, Business
FINANCIAL MARKETS INC February 1997 - Present
BLACK HILLS AREA COUNCIL BSA 1997 - 2012
FirstMark August 1996 - February 1997
New York Life April 1973 - August 1996
Skills
Teacher, Advisor, Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Term Life Insurance, Medicare, Technical Support, Whole Life, Retirement, Life Insurance, Goal-oriented..., Health Insurance, Personal Training, Personal Development, Lifestyle Coaching, Leadership, Mentoring, Training, Brokers, Series 63, Financial Services, Financial Planners, Strategic Financial..., Underwriting, Commercial Insurance, Retirement Planning, General Insurance, Youth Development, Small Business, Management, Program Management, 401k, Estate Planning, Commercial Lines, Investments, Financial Advisory, Workers Compensation, Training Leadership, Employee Benefits, Business Planning
Education
National American University 2001 — 2004
MBA, BUSINESS
Bryn Mawr College 1976 — 1980
CLU, Financial Services
Wayne State College 1968 — 1973
BSA, Business
Howard Peyton Howard Peyton's New York Life Experience December 2008 - June 2010
Job Assistant Services Manager at Autonation Toyota Thornton Road
Industry Financial Services
Experience
Autonation Toyota Thornton Road May 2014 - Present
Autonation Toyota Thornton Road July 2013 - May 2014
New York Life December 2008 - June 2010
Computer Associates, Inc 2008 - 2009
Hewitt Associates 2002 - 2007
A.C.N. Representative 2003 - 2004
Marcam Solutions 1988 - 1998
Marcam 1989 - 1996
IBM 1978 - 1986
Skills
Public Speaking, Strategic Planning, Team Building, Sales, Coaching, Business Strategy, Customer Service, Project Management, Marketing Strategy, New Business Development, Business Analysis, Business Development, Leadership, Management, Strategy, Program Management, Consulting
Education
ITC 2011 — 2014
Brown University 1973 — 1979
BA, American and English Literature
Autonation Toyota Thornton Road May 2014 - Present
Autonation Toyota Thornton Road July 2013 - May 2014
New York Life December 2008 - June 2010
Computer Associates, Inc 2008 - 2009
Hewitt Associates 2002 - 2007
A.C.N. Representative 2003 - 2004
Marcam Solutions 1988 - 1998
Marcam 1989 - 1996
IBM 1978 - 1986
Skills
Public Speaking, Strategic Planning, Team Building, Sales, Coaching, Business Strategy, Customer Service, Project Management, Marketing Strategy, New Business Development, Business Analysis, Business Development, Leadership, Management, Strategy, Program Management, Consulting
Education
ITC 2011 — 2014
Brown University 1973 — 1979
BA, American and English Literature
Richard Mangum Richard Mangum's New York Life Experience March 2007 - November 2009
Job Assistant Professor of Professional Communications at EmbryRiddle Aeronautical University
Industry Higher Education
Experience
Embry-Riddle Aeronautical University August 2014 - Present
Story-ography November 2013 - Present
Mangum Insurance March 2007 - September 2014
The Leavitt Group March 2013 - December 2013
New York Life March 2007 - November 2009
Skills
Fixed Annuities, Long-term Care, Life Insurance, Disability Insurance, Health Insurance, Insurance, Property and Casualty..., Business Insurance, Term Life Insurance, Property & Casualty..., Securities, Financial Services, Retirement Planning, Strategic Financial..., Employee Benefits, Small Business
Education
Northern Arizona University 2000 — 2002
MA, English
Utah State University 1996 — 1998
BS, Horticulture
Brigham Young University 1992 — 1995
BA, English
Embry-Riddle Aeronautical University August 2014 - Present
Story-ography November 2013 - Present
Mangum Insurance March 2007 - September 2014
The Leavitt Group March 2013 - December 2013
New York Life March 2007 - November 2009
Skills
Fixed Annuities, Long-term Care, Life Insurance, Disability Insurance, Health Insurance, Insurance, Property and Casualty..., Business Insurance, Term Life Insurance, Property & Casualty..., Securities, Financial Services, Retirement Planning, Strategic Financial..., Employee Benefits, Small Business
Education
Northern Arizona University 2000 — 2002
MA, English
Utah State University 1996 — 1998
BS, Horticulture
Brigham Young University 1992 — 1995
BA, English
Michael Conrath Michael Conrath's New York Life Experience 1996 - 1997
Job Executive Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2011 - Present
AllianceBernstein October 2007 - September 2011
AllianceBernstein August 2004 - October 2007
AllianceBernstein March 2003 - August 2004
AllianceBernstein February 2002 - March 2003
AllianceBernstein May 1999 - August 2001
Morgan Stanley June 1997 - May 1999
New York Life 1996 - 1997
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance and Accounting/Taxation (Dual Concentration)
Binghamton University 1992 — 1996
BA, English
J.P. Morgan Asset Management September 2011 - Present
AllianceBernstein October 2007 - September 2011
AllianceBernstein August 2004 - October 2007
AllianceBernstein March 2003 - August 2004
AllianceBernstein February 2002 - March 2003
AllianceBernstein May 1999 - August 2001
Morgan Stanley June 1997 - May 1999
New York Life 1996 - 1997
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance and Accounting/Taxation (Dual Concentration)
Binghamton University 1992 — 1996
BA, English
Christy Parry's New York Life Experience April 2004 - August 2008
Job Business Analyst at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services April 2009 - Present
Humanity Corps 2013 - 2014
Humanity Corps September 2003 - August 2013
New York Life Retirement Plan Services September 2008 - April 2009
New York Life April 2004 - August 2008
New York Life February 2002 - April 2004
Skills
Fluent in Spanish, 401k, Retirement, Pensions, Mutual Funds, Series 6, Series 63, Leadership, Financial Services, Retirement Planning, Spanish, Software Documentation, FINRA, Defined Benefit, Securities, Investments, Asset Allocation, Public Speaking
Education
Brigham Young University 1992 — 1995
B.A., Economics
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services April 2009 - Present
Humanity Corps 2013 - 2014
Humanity Corps September 2003 - August 2013
New York Life Retirement Plan Services September 2008 - April 2009
New York Life April 2004 - August 2008
New York Life February 2002 - April 2004
Skills
Fluent in Spanish, 401k, Retirement, Pensions, Mutual Funds, Series 6, Series 63, Leadership, Financial Services, Retirement Planning, Spanish, Software Documentation, FINRA, Defined Benefit, Securities, Investments, Asset Allocation, Public Speaking
Education
Brigham Young University 1992 — 1995
B.A., Economics
Robert H Perry, CLU, ChFC Robert H Perry, CLU, ChFC's New York Life Experience 1977 - 2011
Job President PFG Insurance, classically trained in life insurance concepts and employee benefits.
Industry Insurance
Experience
Draper Historic Preservation Commission 2010 - Present
PFG Insurance June 1977 - Present
Utah Association of Health Underwriters May 1985 - April 2015
Perry Financial Group, Inc 1977 - 2012
New York Life 1977 - 2011
Skills
Event Planning, Medicare, Long Term Care Insurance, Dentistry, Health Insurance, Disability Insurance, Insurance, Whole Life, Fixed Annuities, Health Savings Accounts, Employee Benefits, IRAs, Financial Planners, Long-term Care, Underwriting, Small Business, Life Insurance, Workers Compensation, Benefits Administration, Term Life Insurance, Universal Life, Retirement Planning, Critical Illness
Education
Brigham Young University 1975 — 1977
Bachelor of Arts, University Studies
San Diego State University-California State University
Draper Historic Preservation Commission 2010 - Present
PFG Insurance June 1977 - Present
Utah Association of Health Underwriters May 1985 - April 2015
Perry Financial Group, Inc 1977 - 2012
New York Life 1977 - 2011
Skills
Event Planning, Medicare, Long Term Care Insurance, Dentistry, Health Insurance, Disability Insurance, Insurance, Whole Life, Fixed Annuities, Health Savings Accounts, Employee Benefits, IRAs, Financial Planners, Long-term Care, Underwriting, Small Business, Life Insurance, Workers Compensation, Benefits Administration, Term Life Insurance, Universal Life, Retirement Planning, Critical Illness
Education
Brigham Young University 1975 — 1977
Bachelor of Arts, University Studies
San Diego State University-California State University
Carol Schulstad's New York Life Experience May 1999 - January 2005
Job Sales Supervision ManagerAdvice Supervision at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
First Day Photo January 2010 - April 2014
Fit Financial, Inc. July 2008 - March 2010
Lincoln Financial Advisors December 2007 - July 2008
New England Financial February 2005 - December 2007
New York Life May 1999 - January 2005
MN CC 1994 - 1997
Coopers & Lybrand Consulting January 1981 - January 1983
Skills
Insurance, Long-term Care, Series 7, Securities, Financial Advisory, Project Planning, Financial Services, Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Strategic Planning, Strategic Financial..., Coaching, Recruiting, Training, Start-ups, Leadership, Employee Benefits, Finance, Management, Business Development, Mutual Funds, Financial Planners, Investment Advisory, Series 63
Education
Brown College 1981 — 1983
Computer Programming, Mulitple Programming Languages
Mounds View High School 1970 — 1973
Grad, General
Ameriprise Financial May 2010 - Present
First Day Photo January 2010 - April 2014
Fit Financial, Inc. July 2008 - March 2010
Lincoln Financial Advisors December 2007 - July 2008
New England Financial February 2005 - December 2007
New York Life May 1999 - January 2005
MN CC 1994 - 1997
Coopers & Lybrand Consulting January 1981 - January 1983
Skills
Insurance, Long-term Care, Series 7, Securities, Financial Advisory, Project Planning, Financial Services, Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Strategic Planning, Strategic Financial..., Coaching, Recruiting, Training, Start-ups, Leadership, Employee Benefits, Finance, Management, Business Development, Mutual Funds, Financial Planners, Investment Advisory, Series 63
Education
Brown College 1981 — 1983
Computer Programming, Mulitple Programming Languages
Mounds View High School 1970 — 1973
Grad, General
Richard W. Klotz's New York Life Experience December 2003 - October 2006
Job Experienced Insurance and Investment AdvisorTaking Care Of Families and Family Business
Industry Financial Services
Experience
Royal Alliance Associates INC November 2006 - Present
New York Life December 2003 - October 2006
John Hancock Life Insurance Company (U.S.A.) February 1990 - December 2003
Skills
Financial Advisory, Retirement Income..., Life Insurance Planning, Retirement Planning, Personal Finance, Securities, Fixed Annuities, Estate Planning, Insurance, Investments, Life Insurance, Strategic Financial...
Education
Bryn Mawr College 1999 — 1999
ChFC, Financial Planning and Insurance
Bryn Mawr College 1996 — 1996
CLU, Financial Planning and Insurance
University of California, Berkeley 1984 — 1989
BA, History
Royal Alliance Associates INC November 2006 - Present
New York Life December 2003 - October 2006
John Hancock Life Insurance Company (U.S.A.) February 1990 - December 2003
Skills
Financial Advisory, Retirement Income..., Life Insurance Planning, Retirement Planning, Personal Finance, Securities, Fixed Annuities, Estate Planning, Insurance, Investments, Life Insurance, Strategic Financial...
Education
Bryn Mawr College 1999 — 1999
ChFC, Financial Planning and Insurance
Bryn Mawr College 1996 — 1996
CLU, Financial Planning and Insurance
University of California, Berkeley 1984 — 1989
BA, History
Susan Schochet's New York Life Experience January 2003 - November 2006
Job Owner at Healthy Habits Kitchen NonProfit
Industry Food & Beverages
Experience
Healthy Habits Kitchen - Non-Profit December 2014 - Present
Healthy Habits Kitchen (retail shop that sells healthy meal kits) December 2007 - November 2014
New York Life January 2003 - November 2006
New York Life January 2001 - December 2002
New York Life January 1995 - December 2000
Fidelity Investments August 1993 - December 1994
Angell, Disend & Quesnel (aquired by New york Life) January 1991 - July 1993
Angell, Disend & Quesnel January 1990 - December 1990
Angell, Disend & Quesnel January 1988 - December 1990
Skills
Food Industry, Program Management, Team Leadership, Project Management, CRM, Start-ups, Team Building, Leadership, Sales, Management, Training, Customer Service, Entrepreneurship
Education
Bentley University 1983 — 1987
BS in Science, Finance and Management
Healthy Habits Kitchen - Non-Profit December 2014 - Present
Healthy Habits Kitchen (retail shop that sells healthy meal kits) December 2007 - November 2014
New York Life January 2003 - November 2006
New York Life January 2001 - December 2002
New York Life January 1995 - December 2000
Fidelity Investments August 1993 - December 1994
Angell, Disend & Quesnel (aquired by New york Life) January 1991 - July 1993
Angell, Disend & Quesnel January 1990 - December 1990
Angell, Disend & Quesnel January 1988 - December 1990
Skills
Food Industry, Program Management, Team Leadership, Project Management, CRM, Start-ups, Team Building, Leadership, Sales, Management, Training, Customer Service, Entrepreneurship
Education
Bentley University 1983 — 1987
BS in Science, Finance and Management
Walter Bascom's New York Life Experience January 2009 - September 2011
Job Senior Marketing Professional
Industry Information Technology and Services
Experience
Digis May 2014 - Present
Pomeroy January 2012 - September 2013
New York Life January 2009 - September 2011
UNISYS CORPORATION September 1999 - January 2008
DYNAQUEST CORPORATION September 1998 - September 1999
Unisys February 1996 - September 1998
NOVELL, INC December 1991 - March 1996
Hewlett-Packard January 1984 - December 1991
Skills
Strategic Partnerships, Lead Generation, Business Development, Start-ups, Management, Account Management, Leadership, Program Management, Marketing Strategy, Sales Process, Marketing, Sales Operations, Direct Sales, Selling, Channel Partners, Sales, Business Planning, Professional Services, Managed Services, Data Center
Education
Brigham Young University 1975 — 1978
BS, Business Management/Marketing, 3.0
Digis May 2014 - Present
Pomeroy January 2012 - September 2013
New York Life January 2009 - September 2011
UNISYS CORPORATION September 1999 - January 2008
DYNAQUEST CORPORATION September 1998 - September 1999
Unisys February 1996 - September 1998
NOVELL, INC December 1991 - March 1996
Hewlett-Packard January 1984 - December 1991
Skills
Strategic Partnerships, Lead Generation, Business Development, Start-ups, Management, Account Management, Leadership, Program Management, Marketing Strategy, Sales Process, Marketing, Sales Operations, Direct Sales, Selling, Channel Partners, Sales, Business Planning, Professional Services, Managed Services, Data Center
Education
Brigham Young University 1975 — 1978
BS, Business Management/Marketing, 3.0
Patrick Capozzi's New York Life Experience 2008 - 2009
Job Marketing, Branding and Strategic Marketing Communications
Industry Luxury Goods & Jewelry
Experience
Chelsea Clock June 2011 - Present
New York Life 2008 - 2009
Reed & Barton March 2000 - November 2008
Romano+Capozzi Marketing Communications 1987 - 2000
Skills
Product Marketing, Marketing, Advertising, Management, Strategic Planning, Budgets, Program Management, Marketing Strategy, Product Development, Email Marketing, Retail, Luxury Goods, Brand Management, New Business Development
Education
Boston University
Chelsea Clock June 2011 - Present
New York Life 2008 - 2009
Reed & Barton March 2000 - November 2008
Romano+Capozzi Marketing Communications 1987 - 2000
Skills
Product Marketing, Marketing, Advertising, Management, Strategic Planning, Budgets, Program Management, Marketing Strategy, Product Development, Email Marketing, Retail, Luxury Goods, Brand Management, New Business Development
Education
Boston University
Jarrett M. Friedman Jarrett M. Friedman's New York Life Experience September 1997 - June 1999
Job Independent Financial Professional
Industry Financial Services
Experience
The Financial Group of Philadelphia June 2009 - April 2014
New York Life Insurance Company May 2003 - June 2009
The MONY Group June 1999 - March 2002
New York Life September 1997 - June 1999
Skills
Financial Management, Life Insurance..., 401k, IRAs, Mutual Funds, Roth IRA, Strategic Financial..., 401k Rollovers, Series 63, Series 6, Retirement Savings, Personal Financial..., Income Protection
Education
San Diego State University-California State University 1996 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
Bucks County Community College 1987 — 1990
Associate's degree, Finance, General
The Financial Group of Philadelphia June 2009 - April 2014
New York Life Insurance Company May 2003 - June 2009
The MONY Group June 1999 - March 2002
New York Life September 1997 - June 1999
Skills
Financial Management, Life Insurance..., 401k, IRAs, Mutual Funds, Roth IRA, Strategic Financial..., 401k Rollovers, Series 63, Series 6, Retirement Savings, Personal Financial..., Income Protection
Education
San Diego State University-California State University 1996 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
Bucks County Community College 1987 — 1990
Associate's degree, Finance, General
Michael Franceus Michael Franceus's New York Life Experience August 1989 - August 2000
Job 47 Year old Computer Science Major at The University of Texas at Dallas
Industry Information Technology and Services
Experience
Currently seeking new opportunities August 2012 - Present
Keane August 2000 - August 2010
New York Life August 1989 - August 2000
Skills
Business Analysis, SDLC, Software Development, COBOL, Systems Analysis, Requirements Management, Technical Writing, IBM Assembler, User Acceptance Testing, Java, Unix, C++, Mipps Assembly Language, Teamwork
Education
The University of Texas at Dallas 2012 — 2016
Bachelor's Degree, Computer Science, 3.2
Brookhaven Community College 2011 — 2012
Associate of Science (A.S.), Computer Science
Masters Certificate in Business Analysis from Villanova University 2010 — 2011
Masters Certificate in Business Analysis
Currently seeking new opportunities August 2012 - Present
Keane August 2000 - August 2010
New York Life August 1989 - August 2000
Skills
Business Analysis, SDLC, Software Development, COBOL, Systems Analysis, Requirements Management, Technical Writing, IBM Assembler, User Acceptance Testing, Java, Unix, C++, Mipps Assembly Language, Teamwork
Education
The University of Texas at Dallas 2012 — 2016
Bachelor's Degree, Computer Science, 3.2
Brookhaven Community College 2011 — 2012
Associate of Science (A.S.), Computer Science
Masters Certificate in Business Analysis from Villanova University 2010 — 2011
Masters Certificate in Business Analysis
Alayna Ellis Alayna Ellis's New York Life Experience March 2009 - September 2011
Job Sales Manager
Industry Insurance
Experience
Bankers Life March 2014 - Present
New York Life March 2009 - September 2011
New York Life Insurance Company September 2006 - September 2011
New York Life Insurance 2006 - 2009
Education
Boise State University 2000 — 2005
BBA, Finance
Bankers Life March 2014 - Present
New York Life March 2009 - September 2011
New York Life Insurance Company September 2006 - September 2011
New York Life Insurance 2006 - 2009
Education
Boise State University 2000 — 2005
BBA, Finance
Bartek Korsak Bartek Korsak's New York Life Experience November 2007 - December 2014
Job Owner & Advisor at Haven Wealth Group
Industry Financial Services
Experience
Haven Wealth Group January 2015 - Present
New York Life November 2007 - December 2014
BNI 2009 - 2014
FACES 2008 - 2010
ECS (Executive Compensation Solutions) July 2005 - September 2007
Pacific Life 2002 - 2005
Kellogg West Conf. Center & Lodge 1998 - 2002
Skills
Strategic Financial..., Retirement Planning, Investments, Life Insurance, Employee Benefits, Portfolio Management, Insurance, Fixed Annuities, Disability Insurance, Estate Planning, Public Speaking, 401k, Analysis, Asset Allocation, Finance, Financial Advisory, Financial Planners, Financial Services, Health Insurance, IRAs, Investment Advisory, Long-term Care, Mutual Funds, Retirement, Sales, Securities, Series 7, Small Business, Term Life Insurance, Wealth, Wealth Management, Series 63, Long Term Care Insurance, Financial Planning
Education
California State Polytechnic University-Pomona 1995 — 2001
Diamond Bar High School 1991 — 1995
Haven Wealth Group January 2015 - Present
New York Life November 2007 - December 2014
BNI 2009 - 2014
FACES 2008 - 2010
ECS (Executive Compensation Solutions) July 2005 - September 2007
Pacific Life 2002 - 2005
Kellogg West Conf. Center & Lodge 1998 - 2002
Skills
Strategic Financial..., Retirement Planning, Investments, Life Insurance, Employee Benefits, Portfolio Management, Insurance, Fixed Annuities, Disability Insurance, Estate Planning, Public Speaking, 401k, Analysis, Asset Allocation, Finance, Financial Advisory, Financial Planners, Financial Services, Health Insurance, IRAs, Investment Advisory, Long-term Care, Mutual Funds, Retirement, Sales, Securities, Series 7, Small Business, Term Life Insurance, Wealth, Wealth Management, Series 63, Long Term Care Insurance, Financial Planning
Education
California State Polytechnic University-Pomona 1995 — 2001
Diamond Bar High School 1991 — 1995
Julie Gibbons's New York Life Experience AgentBankers Life and CasualtySeptember 2006 - September 2008
Job Agent at New York Life
Industry Insurance
Experience
New York Life AgentBankers Life and CasualtySeptember 2006 - September 2008
Education
Boston College 1998 — 2000
m.s., general administration
New York Life AgentBankers Life and CasualtySeptember 2006 - September 2008
Education
Boston College 1998 — 2000
m.s., general administration
Howard Levy, CLU Howard Levy, CLU's New York Life Experience February 1997 - January 2008
Job Corporate Vice President of Agency Standards at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company May 1988 - Present
New York Life February 1997 - January 2008
New York Life Insurance Company May 1988 - January 1990
Jewish Federation of Greater Philadelphia September 1986 - May 1988
Ochsner Clinic Foundation August 1985 - August 1986
JCC of New Orleans August 1983 - August 1985
Skills
Investments, Securities, Business, Fixed Annuities, Long-term Care, Retirement Planning, Estate Planning, Insurance, Small Business, Strategic Financial..., Retirement, Long Term Care Insurance, Employee Benefits, Life Insurance, Series 7, Series 24, Series 6, Series 63, Leadership, 401k, Business Planning, Management, Mutual Funds
Education
Boston College 1981 — 1983
MSW, Graduate School of Social Work
State University of New York College at Oneonta 1974 — 1978
BA, Psychology
Uniondale High School
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company May 1988 - Present
New York Life February 1997 - January 2008
New York Life Insurance Company May 1988 - January 1990
Jewish Federation of Greater Philadelphia September 1986 - May 1988
Ochsner Clinic Foundation August 1985 - August 1986
JCC of New Orleans August 1983 - August 1985
Skills
Investments, Securities, Business, Fixed Annuities, Long-term Care, Retirement Planning, Estate Planning, Insurance, Small Business, Strategic Financial..., Retirement, Long Term Care Insurance, Employee Benefits, Life Insurance, Series 7, Series 24, Series 6, Series 63, Leadership, 401k, Business Planning, Management, Mutual Funds
Education
Boston College 1981 — 1983
MSW, Graduate School of Social Work
State University of New York College at Oneonta 1974 — 1978
BA, Psychology
Uniondale High School
Kevin Gates, CLU's New York Life Experience September 2003 - March 2014
Job Registered Representative at New York Life
Industry Financial Services
Experience
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company April 2014 - Present
New York Life September 2003 - March 2014
Amerada Hess Corporation October 2000 - April 2003
TXU / Enserch Energy April 1986 - August 1998
Skills
Insurance, Investments, Sales, Small Business, Retirement Planning, Business Planning, Strategic Planning, Sales Management, Strategic Financial..., New Business Development, Leadership, Public Speaking, Business Development, Team Building, Financial Services
Education
Boston College 1981 — 1985
BS, Biology
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company April 2014 - Present
New York Life September 2003 - March 2014
Amerada Hess Corporation October 2000 - April 2003
TXU / Enserch Energy April 1986 - August 1998
Skills
Insurance, Investments, Sales, Small Business, Retirement Planning, Business Planning, Strategic Planning, Sales Management, Strategic Financial..., New Business Development, Leadership, Public Speaking, Business Development, Team Building, Financial Services
Education
Boston College 1981 — 1985
BS, Biology
David Coult, CFP, CLU, ChFC, QPFC, AIF David Coult, CFP, CLU, ChFC, QPFC, AIF's New York Life Experience March 1998 - May 2001
Job Qualified Retirement Plan Advisor and CERTIFIED FINANCIAL PLANNER (TM) Professional
Industry Financial Services
Experience
Milestone Financial Associates, LLC May 2002 - Present
Dunlop Berkshire Group (now part of Murray Securus) March 2000 - May 2002
New York Life March 1998 - May 2001
AXA Equitable March 1997 - February 1998
Education
American College 2003 — 2007
Chartered Financial Consultant, Financial Planning
American College 1998 — 2002
Chartered Life Underwriter, Financial and Estate Planning
Bethel University 1992 — 1996
Milestone Financial Associates, LLC May 2002 - Present
Dunlop Berkshire Group (now part of Murray Securus) March 2000 - May 2002
New York Life March 1998 - May 2001
AXA Equitable March 1997 - February 1998
Education
American College 2003 — 2007
Chartered Financial Consultant, Financial Planning
American College 1998 — 2002
Chartered Life Underwriter, Financial and Estate Planning
Bethel University 1992 — 1996
Grant Stephens Grant Stephens's New York Life Experience January 2009 - December 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
MassMutual Financial Group January 2013 - November 2013
New York Life January 2009 - December 2012
New York Life July 2003 - January 2009
Skills
Insurance, Long Term Care, Annuities, Retirement Planning, Retirement, Long-term Care, Fixed Annuities, Strategic Financial..., Disability Insurance, Wealth Management, Life Insurance, Customer Service, 401k, Estate Planning, IRAs, Mutual Funds, Financial Planners, Buy-sell Agreements, Recruiting, Term Life Insurance, Wealth Accumulation, Small Business, Series 7, 401k Rollovers, Long Term Care Insurance, Series 6, Employee Benefits, Health Insurance, Financial Services, Finance, Mortgage Lending, Whole Life, Series 63, Securities, Underwriting, Investments, Variable Annuities, Loans, Wealth, Financial Advisory, Risk Management, Asset Allocation, Workers Compensation, Investment Strategies, Credit, Retirement Plan..., Qualified Retirement...
Education
Brigham Young University 1991 — 1997
Bachelor of Science, Pre-Physical Therapy Studies
Fidelity Investments November 2013 - Present
MassMutual Financial Group January 2013 - November 2013
New York Life January 2009 - December 2012
New York Life July 2003 - January 2009
Skills
Insurance, Long Term Care, Annuities, Retirement Planning, Retirement, Long-term Care, Fixed Annuities, Strategic Financial..., Disability Insurance, Wealth Management, Life Insurance, Customer Service, 401k, Estate Planning, IRAs, Mutual Funds, Financial Planners, Buy-sell Agreements, Recruiting, Term Life Insurance, Wealth Accumulation, Small Business, Series 7, 401k Rollovers, Long Term Care Insurance, Series 6, Employee Benefits, Health Insurance, Financial Services, Finance, Mortgage Lending, Whole Life, Series 63, Securities, Underwriting, Investments, Variable Annuities, Loans, Wealth, Financial Advisory, Risk Management, Asset Allocation, Workers Compensation, Investment Strategies, Credit, Retirement Plan..., Qualified Retirement...
Education
Brigham Young University 1991 — 1997
Bachelor of Science, Pre-Physical Therapy Studies
Norman Eng's New York Life Experience January 2002 - January 2004
Job Economic Development Specialist/Public Information Officer at US Small Business Administration
Industry Government Administration
Experience
US Small Business Administration July 2013 - Present
Boston Chinatown Neighborhood Center October 2010 - April 2012
Department of Commerce, US Census Bureau July 2008 - October 2010
Chinese Historical Society of New England January 2008 - April 2008
Suffolk University August 2005 - May 2007
DirectoryM January 2004 - February 2005
New York Life January 2002 - January 2004
TechFoundation October 2001 - October 2002
Museum of Fine Arts, Boston January 1995 - January 2000
Skills
Business Development, Project Management, Organizational..., Corporate Communications, Civic Engagement, Program Management, Non-profits, Nonprofits, Management, Leadership, Community Outreach, Government, Proposal Writing, Project Planning, Strategic Planning, Budgets, Analysis, Editing, Team Building, Fundraising, Business Strategy, Change Management, Salesforce.com, Advertising
Education
Suffolk University - Sawyer Business School 2005 — 2007
MBA, Business Administration
Bentley University 1997 — 2001
Bachelor of Science (BS), Business/Corporate Communications
US Small Business Administration July 2013 - Present
Boston Chinatown Neighborhood Center October 2010 - April 2012
Department of Commerce, US Census Bureau July 2008 - October 2010
Chinese Historical Society of New England January 2008 - April 2008
Suffolk University August 2005 - May 2007
DirectoryM January 2004 - February 2005
New York Life January 2002 - January 2004
TechFoundation October 2001 - October 2002
Museum of Fine Arts, Boston January 1995 - January 2000
Skills
Business Development, Project Management, Organizational..., Corporate Communications, Civic Engagement, Program Management, Non-profits, Nonprofits, Management, Leadership, Community Outreach, Government, Proposal Writing, Project Planning, Strategic Planning, Budgets, Analysis, Editing, Team Building, Fundraising, Business Strategy, Change Management, Salesforce.com, Advertising
Education
Suffolk University - Sawyer Business School 2005 — 2007
MBA, Business Administration
Bentley University 1997 — 2001
Bachelor of Science (BS), Business/Corporate Communications
Kristen DeCelle's New York Life Experience September 2007 - May 2008
Job Officer, Asst. Director of Financial Reporting at State Street
Industry Financial Services
Experience
State Street March 2014 - Present
State Street November 2012 - March 2014
State Street May 2010 - November 2012
State Street September 2009 - May 2010
Market Strategies September 2008 - August 2009
First Investors Corp. December 2007 - August 2008
New York Life September 2007 - May 2008
Skills
Mutual Funds, Financial Reporting, Funding, General Ledger, Investments, Money Market, Account Reconciliation, Microsoft Excel, Financial Services, Bloomberg Terminal, Portfolio Management, Internal Controls
Education
Bentley University 2004 — 2008
BS, Finance, Spanish
State Street March 2014 - Present
State Street November 2012 - March 2014
State Street May 2010 - November 2012
State Street September 2009 - May 2010
Market Strategies September 2008 - August 2009
First Investors Corp. December 2007 - August 2008
New York Life September 2007 - May 2008
Skills
Mutual Funds, Financial Reporting, Funding, General Ledger, Investments, Money Market, Account Reconciliation, Microsoft Excel, Financial Services, Bloomberg Terminal, Portfolio Management, Internal Controls
Education
Bentley University 2004 — 2008
BS, Finance, Spanish
Jessica Shine's New York Life Experience 2007 - 2008
Job Quality Management professional
Industry Aviation & Aerospace
Experience
Atkins January 2013 - Present
Ken Roberts for Congress January 2009 - October 2011
Congressman Bill Sali April 2008 - August 2009
New York Life 2007 - 2008
Express Personnel Services 2003 - 2006
Skills
Quality System, Standards Compliance, Public Relations, Quality Management, Strategic Planning, Policy, Operations Management, Leadership, Management, Public Speaking, Recruiting, Program Management, Small Business, Customer Service, Marketing, New Business Development, Organizational..., Team Building, Entrepreneurship, Social Media, Social Networking
Education
Boise State University 2000 — 2006
Atkins January 2013 - Present
Ken Roberts for Congress January 2009 - October 2011
Congressman Bill Sali April 2008 - August 2009
New York Life 2007 - 2008
Express Personnel Services 2003 - 2006
Skills
Quality System, Standards Compliance, Public Relations, Quality Management, Strategic Planning, Policy, Operations Management, Leadership, Management, Public Speaking, Recruiting, Program Management, Small Business, Customer Service, Marketing, New Business Development, Organizational..., Team Building, Entrepreneurship, Social Media, Social Networking
Education
Boise State University 2000 — 2006
Rahmel Hobbs's New York Life Experience January 2009 - August 2011
Job Sales Guide at Land Rover of Peabody
Industry Automotive
Experience
Land Rover of Peabody May 2015 - Present
Santander Bank, N.A. August 2011 - September 2014
New York Life January 2009 - August 2011
Merrill Lynch June 2008 - November 2008
Bank of America May 2006 - May 2008
Northern Bank & Trust Company July 2005 - March 2006
Citizens Bank January 2000 - January 2005
Skills
Customer Relations, Sales Management, Solution Selling, Investor Presentations, Financial Planning
Education
Bentley University 1998 — 2002
Bachelor of Science, Accounting Information Systems
Land Rover of Peabody May 2015 - Present
Santander Bank, N.A. August 2011 - September 2014
New York Life January 2009 - August 2011
Merrill Lynch June 2008 - November 2008
Bank of America May 2006 - May 2008
Northern Bank & Trust Company July 2005 - March 2006
Citizens Bank January 2000 - January 2005
Skills
Customer Relations, Sales Management, Solution Selling, Investor Presentations, Financial Planning
Education
Bentley University 1998 — 2002
Bachelor of Science, Accounting Information Systems
Brian Bullock's New York Life Experience September 2005 - May 2007
Job Leadership Development Business Partner at MGM Resorts International
Industry Education Management
Experience
MGM Resorts International April 2015 - Present
Northeastern University March 2014 - Present
MGM Resorts International July 2014 - April 2015
Learning Games Network January 2013 - December 2013
Northeastern University June 2009 - December 2012
New York Life September 2005 - May 2007
Morgan Stanley July 2002 - September 2005
Skills
Public Speaking, Higher Education, Research, Teaching, Program Development, Data Analysis, Social Media, Student Affairs, Editing, Leadership, Educational Technology, Career Counseling, PowerPoint, E-Learning, Instructional Design, Social Networking, Curriculum Development, Qualitative Research, Adult Education
Education
Boston University
Master of Education (Ed.M.), Educational Media and Technology, 3.9 GPA
New York University
Bachelor of Arts (B.A.), Social Sciences with a focus in Anthropology, Cum Laude
MGM Resorts International April 2015 - Present
Northeastern University March 2014 - Present
MGM Resorts International July 2014 - April 2015
Learning Games Network January 2013 - December 2013
Northeastern University June 2009 - December 2012
New York Life September 2005 - May 2007
Morgan Stanley July 2002 - September 2005
Skills
Public Speaking, Higher Education, Research, Teaching, Program Development, Data Analysis, Social Media, Student Affairs, Editing, Leadership, Educational Technology, Career Counseling, PowerPoint, E-Learning, Instructional Design, Social Networking, Curriculum Development, Qualitative Research, Adult Education
Education
Boston University
Master of Education (Ed.M.), Educational Media and Technology, 3.9 GPA
New York University
Bachelor of Arts (B.A.), Social Sciences with a focus in Anthropology, Cum Laude
Shari Gaspin FLMI, ACS, AIAA Shari Gaspin FLMI, ACS, AIAA's New York Life Experience January 2000 - December 2010
Job Underwriting Manager at Golden & Cohen, LLC
Industry Insurance
Experience
Golden & Cohen, LLC April 2011 - Present
New York Life January 2000 - December 2010
The MONY Group Brokerage January 1998 - January 2000
Prince Insurance, LLC January 1997 - January 1998
BGS & G Companies January 1995 - January 1997
Mutual of New January 1993 - January 1995
Weaver Bros. Insurance Associates, Inc January 1989 - January 1993
The Harris Agency 1987 - 1989
Montgomery County Prerelease Center 1986 - 1987
Montgomery County Prerelease Center 1986 - 1987
Skills
Insurance, Underwriting, Brokers, Health Insurance, Employee Benefits, Life Insurance, Long Term Care Insurance, Disability Insurance, CRM software, Contract Management, HR Policies, Leadership Development, Team Building, Team-oriented, Organizational..., Customer Service, Operational Efficiency, Cost Management, Leadership, Training, Claim, Recruiting, CRM, Health Savings Accounts, Marketing, Sales, Term Life Insurance, New Business Development, Long-term Care, Small Business, Management, Financial Services
Education
Richard Stockton State College 1985 — 1986
Bachelor of Arts, Criminal Justice
Brookdale Community College 1983 — 1984
Associates of Arts, Foreign Language; Spanish
University of Maryland College Park 1981 — 1983
Golden & Cohen, LLC April 2011 - Present
New York Life January 2000 - December 2010
The MONY Group Brokerage January 1998 - January 2000
Prince Insurance, LLC January 1997 - January 1998
BGS & G Companies January 1995 - January 1997
Mutual of New January 1993 - January 1995
Weaver Bros. Insurance Associates, Inc January 1989 - January 1993
The Harris Agency 1987 - 1989
Montgomery County Prerelease Center 1986 - 1987
Montgomery County Prerelease Center 1986 - 1987
Skills
Insurance, Underwriting, Brokers, Health Insurance, Employee Benefits, Life Insurance, Long Term Care Insurance, Disability Insurance, CRM software, Contract Management, HR Policies, Leadership Development, Team Building, Team-oriented, Organizational..., Customer Service, Operational Efficiency, Cost Management, Leadership, Training, Claim, Recruiting, CRM, Health Savings Accounts, Marketing, Sales, Term Life Insurance, New Business Development, Long-term Care, Small Business, Management, Financial Services
Education
Richard Stockton State College 1985 — 1986
Bachelor of Arts, Criminal Justice
Brookdale Community College 1983 — 1984
Associates of Arts, Foreign Language; Spanish
University of Maryland College Park 1981 — 1983
Lacey Nemergut Lacey Nemergut's New York Life Experience November 2011 - May 2012
Job Judicial Intern at Middlesex County Superior Court
Industry Law Practice
Experience
Middlesex County Superior Court May 2015 - Present
Bentley University September 2012 - May 2014
Fidelity Investments June 2013 - August 2013
Travelers June 2012 - September 2012
New York Life November 2011 - May 2012
TNGG September 2011 - April 2012
Capacity LLC May 2011 - August 2011
Bentley University June 2011 - June 2011
Education
University of Pennsylvania Law School 2014 — 2017
Doctor of Law (JD)
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics-Finance
Rutgers Preparatory School 1998 — 2010
Middlesex County Superior Court May 2015 - Present
Bentley University September 2012 - May 2014
Fidelity Investments June 2013 - August 2013
Travelers June 2012 - September 2012
New York Life November 2011 - May 2012
TNGG September 2011 - April 2012
Capacity LLC May 2011 - August 2011
Bentley University June 2011 - June 2011
Education
University of Pennsylvania Law School 2014 — 2017
Doctor of Law (JD)
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics-Finance
Rutgers Preparatory School 1998 — 2010
Hillary Allard's New York Life Experience February 2009 - June 2010
Job Digital Consultant at The Hartford
Industry Insurance
Experience
The Hartford Digital ConsultantThe HartfordFebruary 2015 - Present
The Hartford July 2012 - February 2015
Emptoris July 2011 - July 2012
Cambridge Systematics September 2010 - July 2011
Merrill Lynch January 2010 - September 2010
New York Life February 2009 - June 2010
Skills
Data Analysis, Financial Analysis, Strategic Financial..., Access
Education
Bentley University 2007 — 2011
BS, Major: Finance Minor: Computer Information Systems
Bond University
The Hartford Digital ConsultantThe HartfordFebruary 2015 - Present
The Hartford July 2012 - February 2015
Emptoris July 2011 - July 2012
Cambridge Systematics September 2010 - July 2011
Merrill Lynch January 2010 - September 2010
New York Life February 2009 - June 2010
Skills
Data Analysis, Financial Analysis, Strategic Financial..., Access
Education
Bentley University 2007 — 2011
BS, Major: Finance Minor: Computer Information Systems
Bond University
Risa M. Chalfin Risa M. Chalfin's New York Life Experience June 2007 - August 2007
Job Associate at Wilentz, Goldman & Spitzer
Industry Law Practice
Experience
Wilentz, Goldman & Spitzer September 2013 - Present
Giordano, Halleran & Ciesla September 2012 - August 2013
Superior Court of New Jersey September 2011 - September 2012
Supreme Court of New Jersey June 2010 - August 2010
National Football League January 2010 - April 2010
U.S. Federal Trade Commission August 2009 - November 2009
Conflicts of Interest Board for the City of New York May 2009 - July 2009
New York Life June 2007 - August 2007
The Chalfin Group, Inc 2002 - 2006
Office of the Chief Counsel to the Governor of New Jersey June 2003 - August 2004
Education
Brooklyn Law School 2008 — 2011
JD
University of Pennsylvania 2004 — 2008
BA
Wilentz, Goldman & Spitzer September 2013 - Present
Giordano, Halleran & Ciesla September 2012 - August 2013
Superior Court of New Jersey September 2011 - September 2012
Supreme Court of New Jersey June 2010 - August 2010
National Football League January 2010 - April 2010
U.S. Federal Trade Commission August 2009 - November 2009
Conflicts of Interest Board for the City of New York May 2009 - July 2009
New York Life June 2007 - August 2007
The Chalfin Group, Inc 2002 - 2006
Office of the Chief Counsel to the Governor of New Jersey June 2003 - August 2004
Education
Brooklyn Law School 2008 — 2011
JD
University of Pennsylvania 2004 — 2008
BA
Dan Fishbein, MD's New York Life Experience 1990 - 1995
Job President, Sun Life Financial U.S.
Industry Insurance
Experience
Sun Life Financial March 2014 - Present
Aetna March 2013 - March 2014
Aetna August 2010 - March 2013
Aetna January 2010 - August 2010
Aetna July 2008 - March 2010
Aetna 2004 - 2008
Aetna 1998 - 2004
NYLCare, a New York Life Company 1995 - 1998
New York Life 1990 - 1995
MassMutual Financial Group 1985 - 1990
Skills
Health Insurance, Insurance, Managed Care, Disability Insurance, Healthcare, Underwriting, Employee Benefits, Mergers & Acquisitions, Leadership, Product Development, Strategic Planning, Long-term Care, Executive Management, Health Care Reform, Medicaid, Brokers, Property & Casualty..., Account Management, General Insurance, Process Improvement, Workers Compensation, Risk Management, Health Policy, Term Life Insurance, Reinsurance, Claims Management, Benefits Administration, HIPAA, Medicare, Dentistry, Claim, Healthcare Management, Healthcare Industry, Policy, Life Insurance, Provider Relations, Healthcare Consulting, HMO, Employee Wellness, Utilization Management, Pharmacy Benefit..., Quality Improvement, Network Development, Disease Management, Healthcare Information..., Medicare Part D, PPO, Informatics, Hospitals
Education
Boston University School of Medicine 1979 — 1985
MD, BA, Medicine
Long Branch High School 1976 — 1979
Sun Life Financial March 2014 - Present
Aetna March 2013 - March 2014
Aetna August 2010 - March 2013
Aetna January 2010 - August 2010
Aetna July 2008 - March 2010
Aetna 2004 - 2008
Aetna 1998 - 2004
NYLCare, a New York Life Company 1995 - 1998
New York Life 1990 - 1995
MassMutual Financial Group 1985 - 1990
Skills
Health Insurance, Insurance, Managed Care, Disability Insurance, Healthcare, Underwriting, Employee Benefits, Mergers & Acquisitions, Leadership, Product Development, Strategic Planning, Long-term Care, Executive Management, Health Care Reform, Medicaid, Brokers, Property & Casualty..., Account Management, General Insurance, Process Improvement, Workers Compensation, Risk Management, Health Policy, Term Life Insurance, Reinsurance, Claims Management, Benefits Administration, HIPAA, Medicare, Dentistry, Claim, Healthcare Management, Healthcare Industry, Policy, Life Insurance, Provider Relations, Healthcare Consulting, HMO, Employee Wellness, Utilization Management, Pharmacy Benefit..., Quality Improvement, Network Development, Disease Management, Healthcare Information..., Medicare Part D, PPO, Informatics, Hospitals
Education
Boston University School of Medicine 1979 — 1985
MD, BA, Medicine
Long Branch High School 1976 — 1979
Kevin Odekirk's New York Life Experience 1998 - 2002
Job Fortune 500 Leadership
Industry Management Consulting
Experience
Big Air Trampoline Parks October 2014 - Present
MACY Organization August 2014 - Present
Max Muscle Sports Nutrition Corporate Headquarters June 2007 - August 2014
NSP May 2006 - June 2007
USA Connect July 2004 - May 2006
BDS Marketing October 2002 - July 2004
Les Miserables 2000 - 2003
New York Life 1998 - 2002
The Church of Jesus Christ of Latter-Day Saints 1996 - 1998
W&T Auto Parts 1993 - 1996
Skills
Executive Management, Management, Sales Management, Training Delivery, Corporate Communications, Educational Technology, Education, Moodle, Marketing, Direct Marketing, Sales, Marketing Strategy, Leadership Development, PowerPoint, Bottom Line Results, Public Speaking, Customer Service, Budgets, Fitness, Strategic Planning, Project Management, Public Relations, Business Development, Program Management, Event Planning, Business Strategy, Team Building, Training, Leadership, Coaching, Retail, Strategy, Negotiation, Team Leadership, Strategic Communications, New Business Development, Product Development, Entrepreneurship, Brand Development
Education
Brigham Young University 2000 — 2004
B.A, Marketing/Advertising
Texas A&M 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Big Air Trampoline Parks October 2014 - Present
MACY Organization August 2014 - Present
Max Muscle Sports Nutrition Corporate Headquarters June 2007 - August 2014
NSP May 2006 - June 2007
USA Connect July 2004 - May 2006
BDS Marketing October 2002 - July 2004
Les Miserables 2000 - 2003
New York Life 1998 - 2002
The Church of Jesus Christ of Latter-Day Saints 1996 - 1998
W&T Auto Parts 1993 - 1996
Skills
Executive Management, Management, Sales Management, Training Delivery, Corporate Communications, Educational Technology, Education, Moodle, Marketing, Direct Marketing, Sales, Marketing Strategy, Leadership Development, PowerPoint, Bottom Line Results, Public Speaking, Customer Service, Budgets, Fitness, Strategic Planning, Project Management, Public Relations, Business Development, Program Management, Event Planning, Business Strategy, Team Building, Training, Leadership, Coaching, Retail, Strategy, Negotiation, Team Leadership, Strategic Communications, New Business Development, Product Development, Entrepreneurship, Brand Development
Education
Brigham Young University 2000 — 2004
B.A, Marketing/Advertising
Texas A&M 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Gregory C Hyde Gregory C Hyde's New York Life Experience 1991 - 2002
Job MS/ Corporate Events
Industry Professional Training & Coaching
Experience
Boating Places March 2013 - Present
Il Significato, LLC January 2011 - November 2011
Le Mont Michel July 2010 - November 2011
New York Life 1991 - 2002
Skills
PowerPoint, Coaching, Life Coaching, Hypnotherapy, Anger Management, Existential, Public Speaking, Leadership Development, Executive Coaching, Training, Conflict Resolution, Personal Development, Entrepreneurship, Team Building, Life Transitions, Adolescents, Psychology, Mindfulness, Workshop Facilitation, Treatment, Google Groups, Motivational Speaking, Staff Development, Motivational..., Stress Management, Program Development, Self-esteem, Teaching, Career Development
Education
Calsouthern University 2009 — 2014
PsyD, Psychology, 2014
University of Phoenix 2006 — 2009
MHC/MSC, Psychology
University of Utah 2003 — 2005
BS, Psychology
Myotherapy 2002 — 2004
Massage Licence, Massage Practicioner
Brigham Young University - Idaho 1986 — 1988
Associates, Business Finance
Brigham Young University 1982 — 1985
Business Management
Boating Places March 2013 - Present
Il Significato, LLC January 2011 - November 2011
Le Mont Michel July 2010 - November 2011
New York Life 1991 - 2002
Skills
PowerPoint, Coaching, Life Coaching, Hypnotherapy, Anger Management, Existential, Public Speaking, Leadership Development, Executive Coaching, Training, Conflict Resolution, Personal Development, Entrepreneurship, Team Building, Life Transitions, Adolescents, Psychology, Mindfulness, Workshop Facilitation, Treatment, Google Groups, Motivational Speaking, Staff Development, Motivational..., Stress Management, Program Development, Self-esteem, Teaching, Career Development
Education
Calsouthern University 2009 — 2014
PsyD, Psychology, 2014
University of Phoenix 2006 — 2009
MHC/MSC, Psychology
University of Utah 2003 — 2005
BS, Psychology
Myotherapy 2002 — 2004
Massage Licence, Massage Practicioner
Brigham Young University - Idaho 1986 — 1988
Associates, Business Finance
Brigham Young University 1982 — 1985
Business Management
Robert Zannotti's New York Life Experience April 1992 - December 1994
Job Vice President of Sales at Microdesk
Industry Computer Software
Experience
Microdesk December 2014 - Present
Microdesk March 2014 - Present
Microdesk August 2011 - March 2014
Microdesk July 2009 - August 2011
Microdesk March 2006 - July 2009
State Street Corporation August 1999 - January 2006
Merrill Lynch December 1994 - August 1999
New York Life April 1992 - December 1994
John Hancock May 1990 - April 1992
Skills
Solution Selling, Strategic Partnerships, Sales Management, CRM, Management, Marketing Strategy, Strategy, Sales, Recruiting, Marketing, B2B, Project Planning, Negotiation, Salesforce.com, Customer Service, Sales Process, Account Management
Education
Boston University Questrom School of Business 2005 — 2009
Masters, Business Administration
College of the Holy Cross 1986 — 1990
Bachelor of Science, Economics
Microdesk December 2014 - Present
Microdesk March 2014 - Present
Microdesk August 2011 - March 2014
Microdesk July 2009 - August 2011
Microdesk March 2006 - July 2009
State Street Corporation August 1999 - January 2006
Merrill Lynch December 1994 - August 1999
New York Life April 1992 - December 1994
John Hancock May 1990 - April 1992
Skills
Solution Selling, Strategic Partnerships, Sales Management, CRM, Management, Marketing Strategy, Strategy, Sales, Recruiting, Marketing, B2B, Project Planning, Negotiation, Salesforce.com, Customer Service, Sales Process, Account Management
Education
Boston University Questrom School of Business 2005 — 2009
Masters, Business Administration
College of the Holy Cross 1986 — 1990
Bachelor of Science, Economics
Kimball Heffernan's New York Life Experience September 1983 - March 1988
Job Peoplesoft HCMS Systems Analyst
Industry Information Technology and Services
Experience
MetLife June 1998 - February 2013
MetLife April 1988 - June 1998
New York Life September 1983 - March 1988
Skills
PeopleSoft, COBOL, SQR, Oracle, Disaster Recovery, SQL, Payroll, Production Support, Data Migration, ITIL Process, SharePoint, ITIL, PeopleTools, Unix, IBM Mainframe, SOX Compliancy, IT Service Management, PeopleCode, Payroll for North..., Process Improvement, ISPF, IBM Utilities, JCL, HRIS, HRIT, Incident Management, Requirements Analysis, Visio, SDLC, Business Analysis
Education
Bryant University 1976 — 1981
Bachelor of Science, Management
Grumman Data Systems 1982 — 1983
Certification, Computer Programming
MetLife June 1998 - February 2013
MetLife April 1988 - June 1998
New York Life September 1983 - March 1988
Skills
PeopleSoft, COBOL, SQR, Oracle, Disaster Recovery, SQL, Payroll, Production Support, Data Migration, ITIL Process, SharePoint, ITIL, PeopleTools, Unix, IBM Mainframe, SOX Compliancy, IT Service Management, PeopleCode, Payroll for North..., Process Improvement, ISPF, IBM Utilities, JCL, HRIS, HRIT, Incident Management, Requirements Analysis, Visio, SDLC, Business Analysis
Education
Bryant University 1976 — 1981
Bachelor of Science, Management
Grumman Data Systems 1982 — 1983
Certification, Computer Programming
Kyle Ross's New York Life Experience July 2013 - May 2014
Job Internal Wholesaler at RS Investments
Industry Financial Services
Experience
RS Investments May 2014 - Present
New York Life July 2013 - May 2014
Eaton Vance June 2012 - May 2013
New York Life January 2012 - May 2013
Boston College Career Center June 2011 - January 2013
Boston College May 2012 - August 2012
Westfield Parks and Recreation June 2008 - August 2008
Skills
Licensed Life & Health..., Series 6, Series 63, Asset Allocation, Retirement Planning, Debt Management, Student Loans, Mutual Funds, Securities, Microsoft Excel, Financial Planning, Investments, Series 7
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Finance
Westfield High School 2005 — 2009
RS Investments May 2014 - Present
New York Life July 2013 - May 2014
Eaton Vance June 2012 - May 2013
New York Life January 2012 - May 2013
Boston College Career Center June 2011 - January 2013
Boston College May 2012 - August 2012
Westfield Parks and Recreation June 2008 - August 2008
Skills
Licensed Life & Health..., Series 6, Series 63, Asset Allocation, Retirement Planning, Debt Management, Student Loans, Mutual Funds, Securities, Microsoft Excel, Financial Planning, Investments, Series 7
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Finance
Westfield High School 2005 — 2009
David Castleton's New York Life Experience July 2013 - Present
Job Devoted New York Life Agent helping to protect families in the Orange County/Los Angeles Area
Industry Financial Services
Experience
New York Life July 2013 - Present
DDRM Companies, LLC September 2009 - February 2010
DDRM Companies, LLC August 2007 - August 2009
DDRM Companies April 2005 - August 2007
DDRM Greatplace April 2002 - February 2005
Skills
Marketing Strategy, Budgets, Sales, Real Estate Economics, Real Estate Development, Marketing, Key person protection, Licensed Life Insurance..., Estate Planning, Retirement Planning, Asset Protection, Small Business, 401(k) Rollovers, Gifting Strategies, Licensed in Long-Term..., Annuity Sales, Retirement
Education
California State University-Fullerton 2001 — 2003
Communications/Advertising
Brigham Young University 1997 — 1998
Business Administration
New York Life July 2013 - Present
DDRM Companies, LLC September 2009 - February 2010
DDRM Companies, LLC August 2007 - August 2009
DDRM Companies April 2005 - August 2007
DDRM Greatplace April 2002 - February 2005
Skills
Marketing Strategy, Budgets, Sales, Real Estate Economics, Real Estate Development, Marketing, Key person protection, Licensed Life Insurance..., Estate Planning, Retirement Planning, Asset Protection, Small Business, 401(k) Rollovers, Gifting Strategies, Licensed in Long-Term..., Annuity Sales, Retirement
Education
California State University-Fullerton 2001 — 2003
Communications/Advertising
Brigham Young University 1997 — 1998
Business Administration
Alana Weiss's New York Life Experience 2004 - 2004
Job Investment Banking Client Specialist at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters January 2012 - Present
Thomson Reuters January 2011 - January 2012
Thomson Reuters February 2008 - February 2011
CIBC World Markets October 2006 - January 2008
Citi Group December 2004 - May 2006
New York Life 2004 - 2004
Education
Boston University - School of Management 2000 — 2004
Bachelors
Massapequa High School
Thomson Reuters January 2012 - Present
Thomson Reuters January 2011 - January 2012
Thomson Reuters February 2008 - February 2011
CIBC World Markets October 2006 - January 2008
Citi Group December 2004 - May 2006
New York Life 2004 - 2004
Education
Boston University - School of Management 2000 — 2004
Bachelors
Massapequa High School
Devanshi Patel's New York Life Experience January 2013 - Present
Job Summer Analyst at GE Capital
Industry Investment Banking
Experience
GE Capital June 2013 - Present
New York Life January 2013 - Present
EXPRESS June 2012 - January 2013
PANERA BREAD Chelmsford, MA May 2011 - August 2011
Saints Medical Center July 2009 - May 2011
AEROPOSTALE Chelmsford, MA November 2010 - January 2011
DRACUT HIGH SCHOOL JUNIOR VARSITY LACROSSE March 2009 - May 2009
Skills
Foreign Languages, PowerPoint, Microsoft Word, Microsoft Excel, Communication, Multitasking Skills
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Bentley University 2011 — 2015
Bachelor of Science, Corporate Finance and Accounting
GE Capital June 2013 - Present
New York Life January 2013 - Present
EXPRESS June 2012 - January 2013
PANERA BREAD Chelmsford, MA May 2011 - August 2011
Saints Medical Center July 2009 - May 2011
AEROPOSTALE Chelmsford, MA November 2010 - January 2011
DRACUT HIGH SCHOOL JUNIOR VARSITY LACROSSE March 2009 - May 2009
Skills
Foreign Languages, PowerPoint, Microsoft Word, Microsoft Excel, Communication, Multitasking Skills
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Bentley University 2011 — 2015
Bachelor of Science, Corporate Finance and Accounting
Nora Brown, MBA Nora Brown, MBA's New York Life Experience August 1994 - August 1997
Job Assistant Vice President, Client Experience, Institutional Retirement & Trust
Industry Banking
Experience
Wells Fargo March 2014 - Present
Xerox August 2011 - February 2014
ACS, a Xerox Company August 2009 - July 2011
Fidelity Investments August 2001 - August 2009
UST, Inc September 1997 - August 2000
New York Life August 1994 - August 1997
Skills
Internal Communications, Employee Benefits, Event Management, Marketing Communications, Human Resources, Strategy, Corporate Communications, Cross-functional Team..., Strategic Communications, Business Analysis, CRM, Change Management, Marketing
Education
New York University - Leonard N. Stern School of Business 1995 — 2000
Master of Business Administration (M.B.A.), Finance and Management
Binghamton University - School of Management 1990 — 1994
BS, Human Resources, Management
Wells Fargo March 2014 - Present
Xerox August 2011 - February 2014
ACS, a Xerox Company August 2009 - July 2011
Fidelity Investments August 2001 - August 2009
UST, Inc September 1997 - August 2000
New York Life August 1994 - August 1997
Skills
Internal Communications, Employee Benefits, Event Management, Marketing Communications, Human Resources, Strategy, Corporate Communications, Cross-functional Team..., Strategic Communications, Business Analysis, CRM, Change Management, Marketing
Education
New York University - Leonard N. Stern School of Business 1995 — 2000
Master of Business Administration (M.B.A.), Finance and Management
Binghamton University - School of Management 1990 — 1994
BS, Human Resources, Management
Matt Hegarty, CISSP's New York Life Experience August 2005 - August 2011
Job Experienced enterprise systems, infrastructure and audit project leader/manager. CISSP and ITIL certified.
Industry Information Technology and Services
Experience
Philips HealthTech August 2015 - Present
Five Star Senior Living May 2014 - August 2015
Rue La La June 2012 - May 2014
Gerson Lehrman Group September 2011 - June 2012
New York Life August 2005 - August 2011
Bank Malden (acquired by People's United Bank) June 2004 - July 2005
Skills
Active Directory, Windows Server, SharePoint, Enterprise Architecture, Microsoft Exchange, Networking, Citrix, IIS, Information Technology, Management, IT Management, Microsoft SQL Server, Storage, Integration, Leadership, Financial Services, Software Project..., Cluster, vSphere, .NET, Windows XP, Team Building, Windows 7, NAS, IT Infrastructure..., IT Infrastructure..., Healthcare Information..., E-commerce, Oracle, Red Hat Linux, Enterprise Software, Infrastructure, Consulting, Project Management, Vendor Management, Operating Systems, Governance, Program Management
Education
Harvard College
Bachelor's degree, Philosophy
Bentley College
Computer Information Systems
The Lawrenceville School
Watertown High School
L'Ecole de St. Jean L'Evangeliste
Philips HealthTech August 2015 - Present
Five Star Senior Living May 2014 - August 2015
Rue La La June 2012 - May 2014
Gerson Lehrman Group September 2011 - June 2012
New York Life August 2005 - August 2011
Bank Malden (acquired by People's United Bank) June 2004 - July 2005
Skills
Active Directory, Windows Server, SharePoint, Enterprise Architecture, Microsoft Exchange, Networking, Citrix, IIS, Information Technology, Management, IT Management, Microsoft SQL Server, Storage, Integration, Leadership, Financial Services, Software Project..., Cluster, vSphere, .NET, Windows XP, Team Building, Windows 7, NAS, IT Infrastructure..., IT Infrastructure..., Healthcare Information..., E-commerce, Oracle, Red Hat Linux, Enterprise Software, Infrastructure, Consulting, Project Management, Vendor Management, Operating Systems, Governance, Program Management
Education
Harvard College
Bachelor's degree, Philosophy
Bentley College
Computer Information Systems
The Lawrenceville School
Watertown High School
L'Ecole de St. Jean L'Evangeliste
Ryan Walker, CFP, ChFC, CLU's New York Life Experience May 2005 - May 2007
Job Portfolio Evaluation Analyst at Fisher Investments
Industry Financial Services
Experience
Fisher Investments September 2013 - Present
Fisher Investments September 2010 - September 2013
New York Life Insurance Company October 2009 - September 2010
The Mutual Fund Store March 2008 - September 2009
Brock and Associates May 2007 - March 2008
New York Life May 2005 - May 2007
Skills
Financial Planning, Investment Advisory, Investments, Relationship Management, Retirement Planning, Retirement, Series 7, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Estate Planning, Securities, Asset Allocation, Series 63, Investment Strategies, IRAs, Insurance, Investment Management, Financial Planners, Risk Management, Alternative Investments, Strategic Financial...
Education
The American College 2007 — 2009
ChFC, CLU, Chartered Financial Consultant and Chartered Life Underwriter Designations
Brigham Young University 2003 — 2007
Bachelors, Business Finance
Fisher Investments September 2013 - Present
Fisher Investments September 2010 - September 2013
New York Life Insurance Company October 2009 - September 2010
The Mutual Fund Store March 2008 - September 2009
Brock and Associates May 2007 - March 2008
New York Life May 2005 - May 2007
Skills
Financial Planning, Investment Advisory, Investments, Relationship Management, Retirement Planning, Retirement, Series 7, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Estate Planning, Securities, Asset Allocation, Series 63, Investment Strategies, IRAs, Insurance, Investment Management, Financial Planners, Risk Management, Alternative Investments, Strategic Financial...
Education
The American College 2007 — 2009
ChFC, CLU, Chartered Financial Consultant and Chartered Life Underwriter Designations
Brigham Young University 2003 — 2007
Bachelors, Business Finance
Barry Hochberg Barry Hochberg's New York Life Experience May 1984 - October 1989
Job Wellness Ambassador at Rite Aid
Industry Retail
Experience
Rite Aid October 2013 - Present
RadioShack November 2010 - October 2013
ASR Mainframe Solutions LLC April 2008 - June 2010
Broadridge Financial Solutons October 1989 - September 2007
New York Life May 1984 - October 1989
NYC Health and Hospitals Corp. - Kings County Hospital January 1981 - May 1984
Technical Career Institutes January 1980 - December 1980
Skills
Management, JCL, Leadership, Training, COBOL, Talent Management, Retail, Interviews, Vendor Management, Customer Service, Time Management, Coaching, Leadership Development
Education
Brookdale Community College 2010 — 2010
Certificate, Pharmacy Technician/Assistant, 99
ADP Leadership Academy 2004 — 2005
Certificate, Leadership wth honors
Chubb Institute 1982 — 1984
Certificate, Programming
City University of New York-Brooklyn College 1975 — 1979
BA, Sociology
Rite Aid October 2013 - Present
RadioShack November 2010 - October 2013
ASR Mainframe Solutions LLC April 2008 - June 2010
Broadridge Financial Solutons October 1989 - September 2007
New York Life May 1984 - October 1989
NYC Health and Hospitals Corp. - Kings County Hospital January 1981 - May 1984
Technical Career Institutes January 1980 - December 1980
Skills
Management, JCL, Leadership, Training, COBOL, Talent Management, Retail, Interviews, Vendor Management, Customer Service, Time Management, Coaching, Leadership Development
Education
Brookdale Community College 2010 — 2010
Certificate, Pharmacy Technician/Assistant, 99
ADP Leadership Academy 2004 — 2005
Certificate, Leadership wth honors
Chubb Institute 1982 — 1984
Certificate, Programming
City University of New York-Brooklyn College 1975 — 1979
BA, Sociology
Margaret Lawrence's New York Life Experience September 2010 - May 2011
Job Financial Analyst at Brand Networks
Industry Financial Services
Experience
Vector Capital November 2014 - Present
Brand Networks February 2013 - November 2014
TBG Digital November 2011 - February 2013
New York Life September 2010 - May 2011
Lightspeed Venture Partners May 2009 - August 2010
Skills
Microsoft Office, PowerPoint, Excel, Word, Salesforce.com, Navision, Great Plains Software, Financial Analysis, Microsoft Excel, Microsoft Word, Finance, Marketing, Accounting, Account Reconciliation, Social Media, Facebook, Social Media Marketing, Data Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MBA, Global Business and Markets
Bentley University 2007 — 2010
BS, Economics-Finance, Liberal Studies Major-Global Sustainability
Vector Capital November 2014 - Present
Brand Networks February 2013 - November 2014
TBG Digital November 2011 - February 2013
New York Life September 2010 - May 2011
Lightspeed Venture Partners May 2009 - August 2010
Skills
Microsoft Office, PowerPoint, Excel, Word, Salesforce.com, Navision, Great Plains Software, Financial Analysis, Microsoft Excel, Microsoft Word, Finance, Marketing, Accounting, Account Reconciliation, Social Media, Facebook, Social Media Marketing, Data Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MBA, Global Business and Markets
Bentley University 2007 — 2010
BS, Economics-Finance, Liberal Studies Major-Global Sustainability
Karen Kinsel Karen Kinsel's New York Life Experience January 2009 - June 2010
Job at
Industry Financial Services
Experience
Palladin Capital Group, Inc. April 2011 - Present
Harvard-Smithsonian Center for Astrophysics June 2010 - March 2011
New York Life January 2009 - June 2010
Castanea Partners March 2010 - May 2010
Strategic Financial Partners December 2007 - January 2009
Millennium Pharmaceuticals, Inc. May 2007 - November 2007
Millennium Pharmaceuticals July 2005 - May 2007
AIG January 2002 - April 2005
AIG Environmental Consultants September 1999 - January 2002
Gartner 1980 - 1983
Skills
Administration, Compliance, Investments, Microsoft Office, Excel, Research, PowerPoint, Event Planning, Outlook, Customer Relations, Customer Service, Word, Writing, Access, Public Speaking, Budgeting, Problem Solving, Analysis, Fundraising, Editing, Purchasing, Event Management, Insurance, Scheduling, Business Analysis, Forecasting, Budgets, System Administration, Office Administration, Microsoft Excel, Microsoft Word, Project Management, Operations Management, Finance, Employee Benefits, Cross-functional Team..., Management, Training, Data Analysis, Sales, Nonprofits, Administrative..., Recruiting, Strategic Planning, Human Resources, Employee Relations, Market Research, Coaching, Organizational..., Social Networking
Education
Indiana University Bloomington
Comparative Literature
Boston University
San Francisco State University
BA, English Literature
Palladin Capital Group, Inc. April 2011 - Present
Harvard-Smithsonian Center for Astrophysics June 2010 - March 2011
New York Life January 2009 - June 2010
Castanea Partners March 2010 - May 2010
Strategic Financial Partners December 2007 - January 2009
Millennium Pharmaceuticals, Inc. May 2007 - November 2007
Millennium Pharmaceuticals July 2005 - May 2007
AIG January 2002 - April 2005
AIG Environmental Consultants September 1999 - January 2002
Gartner 1980 - 1983
Skills
Administration, Compliance, Investments, Microsoft Office, Excel, Research, PowerPoint, Event Planning, Outlook, Customer Relations, Customer Service, Word, Writing, Access, Public Speaking, Budgeting, Problem Solving, Analysis, Fundraising, Editing, Purchasing, Event Management, Insurance, Scheduling, Business Analysis, Forecasting, Budgets, System Administration, Office Administration, Microsoft Excel, Microsoft Word, Project Management, Operations Management, Finance, Employee Benefits, Cross-functional Team..., Management, Training, Data Analysis, Sales, Nonprofits, Administrative..., Recruiting, Strategic Planning, Human Resources, Employee Relations, Market Research, Coaching, Organizational..., Social Networking
Education
Indiana University Bloomington
Comparative Literature
Boston University
San Francisco State University
BA, English Literature
Rosie M Faifua-Cortez, CFP®, CLTC's New York Life Experience August 2006 - March 2011
Job Financial Planner
Industry Financial Services
Experience
Communitas Financial Planning January 2012 - October 2014
New York Life August 2006 - March 2011
SSB Technologies, Inc. August 2001 - November 2005
IBM June 1997 - September 2000
Education
Cal Poly, San Luis Obispo 1996 — 2001
B.S., Computer Engineering
Communitas Financial Planning January 2012 - October 2014
New York Life August 2006 - March 2011
SSB Technologies, Inc. August 2001 - November 2005
IBM June 1997 - September 2000
Education
Cal Poly, San Luis Obispo 1996 — 2001
B.S., Computer Engineering
Carol Rugg's New York Life Experience January 1996 - November 2007
Job Assistant Vice President Planning & Projections Americas MetLife
Industry Financial Services
Experience
MetLife November 2007 - Present
New York Life January 1996 - November 2007
Education
Bentley University
MBA, International Business
The George Washington University - School of Business
BBA, Finance
MetLife November 2007 - Present
New York Life January 1996 - November 2007
Education
Bentley University
MBA, International Business
The George Washington University - School of Business
BBA, Finance
Bryan Perretta's New York Life Experience April 2001 - Present
Job Financial Services Professional helping families in the Greater Philadelphia area since 2001
Industry Financial Services
Experience
New York Life April 2001 - Present
NYLIFE Securities LLC April 2001 - Present
dominick's pizza May 1995 - April 2001
Skills
Long Term Care, Annuities, Retirement Planning, Financial Planning, Mutual Funds, Insurance, Investments, Disability Insurance, IRA's, Retirement, Insurance Planning, Employee Benefits, Pensions, Health Insurance, 529 Plans, Securities, Term Life Insurance, 401k, Financial Analysis, Fixed Annuities, 401k Rollovers, Annuity Sales, Estate Planning, LUTCF, Multi-generational..., Finance, Small Business, Long Term Care Insurance, IRAs, Long-term Care, Financial Services, Wealth Accumulation, Series 6, Life Insurance, Whole Life, Series 63, Universal Life, FINRA, Roth IRA, College Savings Plans, Variable Annuities, Key Person Insurance, Buy-sell Agreements, Permanent Life Insurance, Retirement Savings, Personal Finance, Income Protection, Wealth Management..., Qualified Retirement..., Personal Financial...
Education
Bucks County Community College 1997 — 1998
none, Business/Commerce, General
New York Life April 2001 - Present
NYLIFE Securities LLC April 2001 - Present
dominick's pizza May 1995 - April 2001
Skills
Long Term Care, Annuities, Retirement Planning, Financial Planning, Mutual Funds, Insurance, Investments, Disability Insurance, IRA's, Retirement, Insurance Planning, Employee Benefits, Pensions, Health Insurance, 529 Plans, Securities, Term Life Insurance, 401k, Financial Analysis, Fixed Annuities, 401k Rollovers, Annuity Sales, Estate Planning, LUTCF, Multi-generational..., Finance, Small Business, Long Term Care Insurance, IRAs, Long-term Care, Financial Services, Wealth Accumulation, Series 6, Life Insurance, Whole Life, Series 63, Universal Life, FINRA, Roth IRA, College Savings Plans, Variable Annuities, Key Person Insurance, Buy-sell Agreements, Permanent Life Insurance, Retirement Savings, Personal Finance, Income Protection, Wealth Management..., Qualified Retirement..., Personal Financial...
Education
Bucks County Community College 1997 — 1998
none, Business/Commerce, General
Troy Glover's New York Life Experience September 2000 - Present
Job Vice President at New York Life LongTerm Care
Industry Insurance
Experience
New York Life Insurance Company - Long Term Care Division 2009 - Present
New York Life September 2000 - Present
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA, Business
Brandeis University 1986 — 1990
BA, Sociology
New York Life Insurance Company - Long Term Care Division 2009 - Present
New York Life September 2000 - Present
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA, Business
Brandeis University 1986 — 1990
BA, Sociology
Casey Santos's New York Life Experience August 2006 - Present
Job Financial Services Professional at New York Life
Industry Insurance
Experience
New York Life August 2006 - Present
Banker's Life & Casualty April 2006 - August 2006
Jordan's Furniture November 2004 - April 2006
Rent-A-Center May 2004 - October 2004
Skills
Disability Insurance, 401k, Estate Planning, Finance, Financial Analysis, Fixed Annuities, IRAs, Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Retirement Planning, Retirement, Sales, Time Management
Education
Bryant University 2002 — 2004
Bachelor's of Science in Business Administration, Finance, Sociology
Bristol Community College 2000 — 2002
Associates Degree, Finance
Apponequet Regional High School
New York Life August 2006 - Present
Banker's Life & Casualty April 2006 - August 2006
Jordan's Furniture November 2004 - April 2006
Rent-A-Center May 2004 - October 2004
Skills
Disability Insurance, 401k, Estate Planning, Finance, Financial Analysis, Fixed Annuities, IRAs, Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Retirement Planning, Retirement, Sales, Time Management
Education
Bryant University 2002 — 2004
Bachelor's of Science in Business Administration, Finance, Sociology
Bristol Community College 2000 — 2002
Associates Degree, Finance
Apponequet Regional High School
Eddie Chu's New York Life Experience July 2012 - Present
Job Senior Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life July 2012 - Present
New York Life June 2007 - July 2012
New York Life June 2006 - August 2006
SunGard May 2005 - August 2005
Education
Brown University 2003 — 2007
BSc, Statistik og Matematik-Økonomi
Københavns Universitet 2006 — 2006
Matematik
Universidade de Lisboa 2004 — 2004
Sprogkursus
New York Life July 2012 - Present
New York Life June 2007 - July 2012
New York Life June 2006 - August 2006
SunGard May 2005 - August 2005
Education
Brown University 2003 — 2007
BSc, Statistik og Matematik-Økonomi
Københavns Universitet 2006 — 2006
Matematik
Universidade de Lisboa 2004 — 2004
Sprogkursus
Peter Lekakos's New York Life Experience 2002 - 2005
Job Senior Technical Recruiter
Industry Staffing and Recruiting
Experience
Private 2006 - Present
New York Life 2002 - 2005
Education
Bentley University 1998 — 2002
BS
Private 2006 - Present
New York Life 2002 - 2005
Education
Bentley University 1998 — 2002
BS
Ted Ferik's New York Life Experience 2007 - 2008
Job Investment Operations Analyst at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2010 - Present
North Shore Long Island Jewish Health System August 2008 - September 2010
Northwestern Mutual Financial Network March 2007 - July 2008
New York Life 2007 - 2008
Memberworks 2004 - 2004
Skills
Retirement Planning, Series 7, Morningstar, Portfolio Management, Strategic Financial..., Securities, Investments, Insurance, Financial Analysis, Series 63, Mutual Funds, Retirement, Equities, 401k, Financial Planners, Wealth Management, Asset Allocation, Finance, Financial Services, Financial Modeling, Fixed Income, Fixed Annuities, Bloomberg, Analysis, Accounting, Financial Reporting, Alternative Investments, Investment Management, Asset Management, Financial Planning
Education
Bryant University 2003 — 2007
B.S., Finance
Trumbull High School 1999 — 2003
Northwestern Mutual September 2010 - Present
North Shore Long Island Jewish Health System August 2008 - September 2010
Northwestern Mutual Financial Network March 2007 - July 2008
New York Life 2007 - 2008
Memberworks 2004 - 2004
Skills
Retirement Planning, Series 7, Morningstar, Portfolio Management, Strategic Financial..., Securities, Investments, Insurance, Financial Analysis, Series 63, Mutual Funds, Retirement, Equities, 401k, Financial Planners, Wealth Management, Asset Allocation, Finance, Financial Services, Financial Modeling, Fixed Income, Fixed Annuities, Bloomberg, Analysis, Accounting, Financial Reporting, Alternative Investments, Investment Management, Asset Management, Financial Planning
Education
Bryant University 2003 — 2007
B.S., Finance
Trumbull High School 1999 — 2003
Jim Bertoni's New York Life Experience July 2010 - October 2012
Job seeking new opportunity in retirement plan administration
Industry Financial Services
Experience
New York Life July 2010 - October 2012
Mercer HR Services July 2007 - April 2009
Mercer HR Services 2007 - 2007
Boston Financial 2006 - 2007
Skills
Pensions, Retirement, Mutual Funds, Financial Services, Benefits Administration, Employee Benefits, Investments, Microsoft Excel, Relationship Management, Process Improvement, Business Analysis, Project Management, Microsoft Office, Outlook, Microsoft Word, Customer Service, Bloomberg, Access
Education
Bridgewater State College 1989 — 1992
Bachelor of Business Administration (B.B.A.)
Springfield College 1988 — 1990
New York Life July 2010 - October 2012
Mercer HR Services July 2007 - April 2009
Mercer HR Services 2007 - 2007
Boston Financial 2006 - 2007
Skills
Pensions, Retirement, Mutual Funds, Financial Services, Benefits Administration, Employee Benefits, Investments, Microsoft Excel, Relationship Management, Process Improvement, Business Analysis, Project Management, Microsoft Office, Outlook, Microsoft Word, Customer Service, Bloomberg, Access
Education
Bridgewater State College 1989 — 1992
Bachelor of Business Administration (B.B.A.)
Springfield College 1988 — 1990
Robert Rosh's New York Life Experience March 2005 - August 2010
Job VicePresident and Deputy General Counsel at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2012 - Present
New York Life Insurance Company September 2010 - May 2012
New York Life March 2005 - August 2010
Debevoise & Plimpton 1991 - 1995
Second Circuit Court of Appeals; Hon Frank X. Altimari March 1992 - August 1993
Binghamton University 1982 - 1986
Skills
Litigation, Insurance Law, Securities, Securities Regulation, FINRA, Insurance, Legal Research, Licensing, Arbitration, Litigation Management, Legal Writing, Trials, Legal Issues, Financial Services, Civil Litigation, Investments, Asset Management, Commercial Litigation, Mediation
Education
Columbia University School of Law 1989 — 1991
JD, Law
Binghamton University 1982 — 1986
Ph.D., Political Science
Clark University 1978 — 1982
BA, Political Science
New York Life Insurance Company May 2012 - Present
New York Life Insurance Company September 2010 - May 2012
New York Life March 2005 - August 2010
Debevoise & Plimpton 1991 - 1995
Second Circuit Court of Appeals; Hon Frank X. Altimari March 1992 - August 1993
Binghamton University 1982 - 1986
Skills
Litigation, Insurance Law, Securities, Securities Regulation, FINRA, Insurance, Legal Research, Licensing, Arbitration, Litigation Management, Legal Writing, Trials, Legal Issues, Financial Services, Civil Litigation, Investments, Asset Management, Commercial Litigation, Mediation
Education
Columbia University School of Law 1989 — 1991
JD, Law
Binghamton University 1982 — 1986
Ph.D., Political Science
Clark University 1978 — 1982
BA, Political Science
Kelly K. Crosse, LUTCF's New York Life Experience 2003 - 2006
Job At OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. November 2013 - Present
Prudential Financial January 2013 - November 2013
Hartford Financial Services Group April 2011 - January 2013
MassMutual Financial Group October 2009 - April 2011
Mass Mutual Life Insurance Co. May 2008 - December 2009
Mass Mutual Life Insurance Co. November 2006 - May 2008
New York Life 2003 - 2006
ING Financial Partners 2000 - 2003
ING Investment Management 1999 - 2003
Skills
CRM, Estate Planning, Insurance, Leadership, Management, Marketing, Retirement, Retirement Planning, Sales, Recruiting, Sales Management, Sales Operations, Strategic Financial..., Strategy, Training, Financial Planning
Education
Boston University 2007 — 2009
B.S., General Studies
OneAmerica Financial Partners Inc. November 2013 - Present
Prudential Financial January 2013 - November 2013
Hartford Financial Services Group April 2011 - January 2013
MassMutual Financial Group October 2009 - April 2011
Mass Mutual Life Insurance Co. May 2008 - December 2009
Mass Mutual Life Insurance Co. November 2006 - May 2008
New York Life 2003 - 2006
ING Financial Partners 2000 - 2003
ING Investment Management 1999 - 2003
Skills
CRM, Estate Planning, Insurance, Leadership, Management, Marketing, Retirement, Retirement Planning, Sales, Recruiting, Sales Management, Sales Operations, Strategic Financial..., Strategy, Training, Financial Planning
Education
Boston University 2007 — 2009
B.S., General Studies
Mark Salamone's New York Life Experience April 2003 - December 2006
Job Partner, Alpha Pension Group
Industry Financial Services
Experience
Alpha Pension Group April 2008 - Present
Eagle Strategies, LLC January 2007 - March 2008
New York Life April 2003 - December 2006
Marriott Boston Copley 2002 - 2003
Skills
Investments, Retirement Planning, Pensions, Retirement Plan..., Financial Services, Finance, 401k, Retirement, Mutual Funds, Series 63, Series 7, Asset Allocation, Securities, Strategic Financial..., Estate Planning
Education
Bentley University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Alpha Pension Group April 2008 - Present
Eagle Strategies, LLC January 2007 - March 2008
New York Life April 2003 - December 2006
Marriott Boston Copley 2002 - 2003
Skills
Investments, Retirement Planning, Pensions, Retirement Plan..., Financial Services, Finance, 401k, Retirement, Mutual Funds, Series 63, Series 7, Asset Allocation, Securities, Strategic Financial..., Estate Planning
Education
Bentley University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Josh Millman's New York Life Experience 2004 - 2006
Job AVP; AFFIRM Product Manager at iPipeline
Industry Insurance
Experience
iPipeline August 2015 - Present
iPipeline October 2012 - Present
AXA Advisors April 2010 - October 2012
AXA Equitable Life Insurance 2006 - October 2010
AXA-Equitable August 2006 - August 2008
New York Life 2004 - 2006
Skills
Insurance, Financial Analysis, Product Development, Fixed Annuities, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA
Boston College Law School 1999 — 2003
JD
University of Michigan 1994 — 1998
iPipeline August 2015 - Present
iPipeline October 2012 - Present
AXA Advisors April 2010 - October 2012
AXA Equitable Life Insurance 2006 - October 2010
AXA-Equitable August 2006 - August 2008
New York Life 2004 - 2006
Skills
Insurance, Financial Analysis, Product Development, Fixed Annuities, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA
Boston College Law School 1999 — 2003
JD
University of Michigan 1994 — 1998
Mark Yurkovic's New York Life Experience October 2006 - October 2008
Job Long Term Care Internal Wholesaler at Caroll Enterprises / SBIA
Industry Financial Services
Experience
Caroll Enterprises / SBIA October 2008 - Present
New York Life October 2006 - October 2008
New York Life 2006 - 2008
High Speed Video 1999 - 2004
Children's Hospital Boston 1993 - 1994
Education
Berklee College of Music 1983 — 1987
Caroll Enterprises / SBIA October 2008 - Present
New York Life October 2006 - October 2008
New York Life 2006 - 2008
High Speed Video 1999 - 2004
Children's Hospital Boston 1993 - 1994
Education
Berklee College of Music 1983 — 1987
Corina Vaughn's New York Life Experience March 2003 - March 2004
Job
Industry Events Services
Experience
Fisher Center for Real Estate & Urban Economics, Haas School of Business September 2012 - Present
AAAI August 2009 - September 2012
Signal Event Group October 2007 - November 2008
Woodberry Events, Inc. February 2006 - August 2007
AAAI March 2004 - February 2006
New York Life March 2003 - March 2004
Skills
Meeting Planning, AV, Lead Generation, Location Intelligence, Live Events, Event Producing, Corporate Events, Trade Shows, Incentives, Sponsorship, Hospitality, Event Management, Marketing Communications, Social Media Marketing, Fundraising, Public Relations
Education
California Polytechnic State University-San Luis Obispo 1998 — 2004
Lincoln High School 1994 — 1998
Fisher Center for Real Estate & Urban Economics, Haas School of Business September 2012 - Present
AAAI August 2009 - September 2012
Signal Event Group October 2007 - November 2008
Woodberry Events, Inc. February 2006 - August 2007
AAAI March 2004 - February 2006
New York Life March 2003 - March 2004
Skills
Meeting Planning, AV, Lead Generation, Location Intelligence, Live Events, Event Producing, Corporate Events, Trade Shows, Incentives, Sponsorship, Hospitality, Event Management, Marketing Communications, Social Media Marketing, Fundraising, Public Relations
Education
California Polytechnic State University-San Luis Obispo 1998 — 2004
Lincoln High School 1994 — 1998
Karen Chau's New York Life Experience June 2003 - May 2006
Job Replacement Analyst at John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services January 2015 - Present
Liberty Mutual Insurance August 2011 - December 2014
Liberty Mutual Insurance August 2008 - August 2011
Coverys May 2006 - August 2008
New York Life June 2003 - May 2006
Skills
SharePoint, Data Analysis, Commercial Insurance, Property & Casualty..., Individual Life, Professional Liability, Underwriting, Market Conduct, Regulatory Analysis, Rating, Insurance Policies, Legal Compliance, Microsoft Office, Workers Compensation
Education
Bentley University
Bachelor of Science, Information Design and Corporate Communications
Boston Latin School
John Hancock Financial Services January 2015 - Present
Liberty Mutual Insurance August 2011 - December 2014
Liberty Mutual Insurance August 2008 - August 2011
Coverys May 2006 - August 2008
New York Life June 2003 - May 2006
Skills
SharePoint, Data Analysis, Commercial Insurance, Property & Casualty..., Individual Life, Professional Liability, Underwriting, Market Conduct, Regulatory Analysis, Rating, Insurance Policies, Legal Compliance, Microsoft Office, Workers Compensation
Education
Bentley University
Bachelor of Science, Information Design and Corporate Communications
Boston Latin School
Deborah Killion's New York Life Experience 1999 - 2009
Job Research Coordinator at New York Life Investment Services
Industry Financial Services
Experience
New York Life Investment Services Research CoordinatorNew York Life Insurance Company2000 - Present
New York Life Retirement Plan Services 1999 - Present
New York Life Investment Management 1999 - Present
New York Life 1999 - 2009
Education
Boston College 1971 — 1975
New York Life Investment Services Research CoordinatorNew York Life Insurance Company2000 - Present
New York Life Retirement Plan Services 1999 - Present
New York Life Investment Management 1999 - Present
New York Life 1999 - 2009
Education
Boston College 1971 — 1975
Barry Gates's New York Life Experience 1996 - 1998
Job Special Education Teacher at Central High School
Industry Education Management
Experience
Central High School August 2009 - Present
Black Hills Workshop July 2000 - June 2009
Rapid City Area Schools 1999 - June 2009
New York Life 1996 - 1998
Skills
Special Education, K-12, Classroom, Teaching, Middle School, Educational Leadership, Educational Technology, Curriculum Development, Curriculum Design, Instructional Design, IEP, Public Speaking, Tutoring
Education
Black Hills State University 2000 — 2009
BS in K-12 SPED, Special Education
SUNY at Delhi 1967 — 1969
Central High School August 2009 - Present
Black Hills Workshop July 2000 - June 2009
Rapid City Area Schools 1999 - June 2009
New York Life 1996 - 1998
Skills
Special Education, K-12, Classroom, Teaching, Middle School, Educational Leadership, Educational Technology, Curriculum Development, Curriculum Design, Instructional Design, IEP, Public Speaking, Tutoring
Education
Black Hills State University 2000 — 2009
BS in K-12 SPED, Special Education
SUNY at Delhi 1967 — 1969
Michael Gamble, ASA, MAAA's New York Life Experience March 2011 - September 2011
Job Corporate Vice President of Customer Programs, Retention & Payments
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company June 2013 - December 2014
New York Life Insurance Company September 2011 - June 2013
New York Life March 2011 - September 2011
New York Life Insurance Company September 2003 - March 2011
MBNA December 2002 - January 2003
Amica January 2002 - May 2002
First USA June 2000 - August 2000
Skills
Actuarial Science, Actuaries, Life Insurance, Insurance, Financial Modeling, Enterprise Risk..., Risk Management, Valuation, Financial Analysis, Pricing, Access, Data Analysis, Forecasting, Analytics, Financial Risk
Education
Bryant University 1999 — 2003
BA, Actuarial Science
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company June 2013 - December 2014
New York Life Insurance Company September 2011 - June 2013
New York Life March 2011 - September 2011
New York Life Insurance Company September 2003 - March 2011
MBNA December 2002 - January 2003
Amica January 2002 - May 2002
First USA June 2000 - August 2000
Skills
Actuarial Science, Actuaries, Life Insurance, Insurance, Financial Modeling, Enterprise Risk..., Risk Management, Valuation, Financial Analysis, Pricing, Access, Data Analysis, Forecasting, Analytics, Financial Risk
Education
Bryant University 1999 — 2003
BA, Actuarial Science
Andrew Shelton's New York Life Experience July 2007 - June 2013
Job Agent at Richard Shelton Insurance
Industry Insurance
Experience
Richard Shelton Insurance July 2007 - Present
New York Life July 2007 - June 2013
Quail Lodge Resort and Golf Club January 2005 - May 2007
Skills
Fixed Annuities, Term Life Insurance, Life Insurance, Long-term Care, Whole Life, Disability Insurance, Universal Life, Long Term Care Insurance, IRAs, Retirement Planning, Insurance, Retirement, Underwriting, 401k, Series 7, Wealth Management, Investments, Employee Benefits, Health Insurance, Estate Planning
Education
California State University-Chico 1999 — 2004
Bachelor of Science (BS), Parks, Recreation and Leisure Facilities Management
Butte College 1999 — 2002
Richard Shelton Insurance July 2007 - Present
New York Life July 2007 - June 2013
Quail Lodge Resort and Golf Club January 2005 - May 2007
Skills
Fixed Annuities, Term Life Insurance, Life Insurance, Long-term Care, Whole Life, Disability Insurance, Universal Life, Long Term Care Insurance, IRAs, Retirement Planning, Insurance, Retirement, Underwriting, 401k, Series 7, Wealth Management, Investments, Employee Benefits, Health Insurance, Estate Planning
Education
California State University-Chico 1999 — 2004
Bachelor of Science (BS), Parks, Recreation and Leisure Facilities Management
Butte College 1999 — 2002
Joe Jerome's New York Life Experience April 2009 - November 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2010 - Present
New York Life April 2009 - November 2010
Bowen Family Homes May 2004 - November 2008
Skills
Customer Service, Sales, Insurance
Education
Bentley University 1998 — 2000
Merrill Lynch November 2010 - Present
New York Life April 2009 - November 2010
Bowen Family Homes May 2004 - November 2008
Skills
Customer Service, Sales, Insurance
Education
Bentley University 1998 — 2000
Lauren Baruch's New York Life Experience June 1996 - May 1999
Job at
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
MetLife July 2003 - July 2014
Morgan Stanley May 1999 - June 2003
New York Life June 1996 - May 1999
Skills
Product Marketing, Marketing Strategy, Direct Marketing, Relationship Management, Competitive Analysis, Segmentation, Marketing Management, Product Management, Strategic Partnerships, Strategy, Digital Marketing, CRM, Integrated Marketing, Marketing, Analytics, Brand Management, Market Research, Marketing Communications, Corporate Communications, Email Marketing, Market Analysis
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Marketing/Management
Binghamton University - School of Management 1992 — 1996
MS, Marketing, Management
Morgan Stanley July 2014 - Present
MetLife July 2003 - July 2014
Morgan Stanley May 1999 - June 2003
New York Life June 1996 - May 1999
Skills
Product Marketing, Marketing Strategy, Direct Marketing, Relationship Management, Competitive Analysis, Segmentation, Marketing Management, Product Management, Strategic Partnerships, Strategy, Digital Marketing, CRM, Integrated Marketing, Marketing, Analytics, Brand Management, Market Research, Marketing Communications, Corporate Communications, Email Marketing, Market Analysis
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Marketing/Management
Binghamton University - School of Management 1992 — 1996
MS, Marketing, Management
Sanjeev Segan's New York Life Experience 2008 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life 2008 - Present
Siemens 1997 - 2008
Kamputech May 1997 - October 1997
Shyam Telecom 1991 - 1995
RCL (Rajasthan Communications Ltd), India 1989 - 1991
Skills
Financial Planning, Insurance, Annuities, Investments, Mutual Funds, Asset Management, Retirement Planning, Securities, Strategic Financial..., Fixed Annuities, Portfolio Management, Life Insurance, Risk Management, Financial Advisory, Strategy, Finance, Employee Benefits, Analysis, Management, Banking, Financial Services, Fixed Income, Program Management
Education
University of Nevada-Reno 1995 — 1997
M.S., Computer Science
Birla Institute of Technology 1984 — 1988
B.S., Electronics and Communications Engineering
New York Life 2008 - Present
Siemens 1997 - 2008
Kamputech May 1997 - October 1997
Shyam Telecom 1991 - 1995
RCL (Rajasthan Communications Ltd), India 1989 - 1991
Skills
Financial Planning, Insurance, Annuities, Investments, Mutual Funds, Asset Management, Retirement Planning, Securities, Strategic Financial..., Fixed Annuities, Portfolio Management, Life Insurance, Risk Management, Financial Advisory, Strategy, Finance, Employee Benefits, Analysis, Management, Banking, Financial Services, Fixed Income, Program Management
Education
University of Nevada-Reno 1995 — 1997
M.S., Computer Science
Birla Institute of Technology 1984 — 1988
B.S., Electronics and Communications Engineering
Trent Narrow's New York Life Experience August 2003 - May 2004
Job Client Services Manager at Mercer
Industry Human Resources
Experience
Mercer September 2007 - Present
C and P, Inc. May 2004 - September 2007
New York Life August 2003 - May 2004
PricewaterhouseCoopers August 2000 - August 2003
Skills
Defined Benefit, Process Improvement, Excel, Access, Customer Relations, Microsoft Office, Benefits Administration, Word, Employee Benefits, Analysis, Retirement, Pensions, Customer Service, PowerPoint, Benefits, Budgeting, Strategic Planning, Business Analysis, Problem Solving, Business Planning, Analytics, Business Strategy, Annuities, Team Building, Data Analysis, Coaching, Vendor Management, Actuarial, Economics, Actuarial Science, Pension Administration, 401k, Financial Services, Executive Pay
Education
Bryant University 1996 — 2000
Bachelor of Science in Business Administration, Applied Actuarial Mathematics, Economics
Mercer September 2007 - Present
C and P, Inc. May 2004 - September 2007
New York Life August 2003 - May 2004
PricewaterhouseCoopers August 2000 - August 2003
Skills
Defined Benefit, Process Improvement, Excel, Access, Customer Relations, Microsoft Office, Benefits Administration, Word, Employee Benefits, Analysis, Retirement, Pensions, Customer Service, PowerPoint, Benefits, Budgeting, Strategic Planning, Business Analysis, Problem Solving, Business Planning, Analytics, Business Strategy, Annuities, Team Building, Data Analysis, Coaching, Vendor Management, Actuarial, Economics, Actuarial Science, Pension Administration, 401k, Financial Services, Executive Pay
Education
Bryant University 1996 — 2000
Bachelor of Science in Business Administration, Applied Actuarial Mathematics, Economics
Cassie Friedman's New York Life Experience June 2008 - March 2013
Job Director, Product Management John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services March 2013 - April 2015
New York Life June 2008 - March 2013
Mercer November 1996 - June 2008
Skills
Financial Services, Vendor Management, Process Improvement, Relationship Management, Employee Benefits, Risk Management, SDLC, Management, Program Management, Business Process..., Cross-functional Team..., Strategic Planning, Strategy
Education
Bryant University 1990 — 1994
Bachelor of Science (B.S.), Finance
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services March 2013 - April 2015
New York Life June 2008 - March 2013
Mercer November 1996 - June 2008
Skills
Financial Services, Vendor Management, Process Improvement, Relationship Management, Employee Benefits, Risk Management, SDLC, Management, Program Management, Business Process..., Cross-functional Team..., Strategic Planning, Strategy
Education
Bryant University 1990 — 1994
Bachelor of Science (B.S.), Finance
Tarik Pollins's New York Life Experience Litigation examinerMVAICApril 2009 - Present
Job Litigation examiner
Industry Insurance
Experience
New York Life Litigation examinerMVAICApril 2009 - Present
SwissRe 2005 - 2008
Skills
Insurance, Underwriting, Claim, Health Insurance, Reinsurance, General Insurance, Claims Management, Life Insurance, Property, Disability Insurance
Education
Berkeley College 1993 — 1994
New York Life Litigation examinerMVAICApril 2009 - Present
SwissRe 2005 - 2008
Skills
Insurance, Underwriting, Claim, Health Insurance, Reinsurance, General Insurance, Claims Management, Life Insurance, Property, Disability Insurance
Education
Berkeley College 1993 — 1994
Yi Cheung's New York Life Experience June 2005 - August 2005
Job Office Manager at Henry Street Settlement
Industry Hospital & Health Care
Experience
Q-Care Affordable Medical Care, PLLC July 2013 - Present
Henry Street Settlement October 2008 - May 2013
Binghamton University August 2005 - May 2007
SecurityUSA Inc December 2006 - January 2007
New York Life June 2005 - August 2005
Skills
Nonprofits, Healthcare, EHR, Healthcare Management, Social Services, Photography, Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Social Media, Medicine, Social Networking, Higher Education
Education
Binghamton University 2004 — 2008
BS, Biochemistry
Q-Care Affordable Medical Care, PLLC July 2013 - Present
Henry Street Settlement October 2008 - May 2013
Binghamton University August 2005 - May 2007
SecurityUSA Inc December 2006 - January 2007
New York Life June 2005 - August 2005
Skills
Nonprofits, Healthcare, EHR, Healthcare Management, Social Services, Photography, Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Social Media, Medicine, Social Networking, Higher Education
Education
Binghamton University 2004 — 2008
BS, Biochemistry
Dennis Gillie's New York Life Experience July 1978 - February 1995
Job Substitute Teacher and Soccer Referee
Industry Primary/Secondary Education
Experience
Spanish Fork High School August 2006 - October 2014
Security Insurance Agency January 1998 - December 2012
First Independent Financial Services, Inc. March 2010 - December 2011
AIG Royal Alliance October 1998 - January 2010
New York Life July 1978 - February 1995
Skills
Project Planning, Strategic Planning, Public Speaking, Coaching, Team Leadership, Budgets, Team Building, Sales Management, Leadership, Management, Leadership Development, Training, Program Management, Outlook, Event Planning, Teaching
Education
Washburn University 1977 — 1978
Certificate, Outdoor Environmental Education
Brigham Young University 1970 — 1976
BS, Physical Education
Spanish Fork High School August 2006 - October 2014
Security Insurance Agency January 1998 - December 2012
First Independent Financial Services, Inc. March 2010 - December 2011
AIG Royal Alliance October 1998 - January 2010
New York Life July 1978 - February 1995
Skills
Project Planning, Strategic Planning, Public Speaking, Coaching, Team Leadership, Budgets, Team Building, Sales Management, Leadership, Management, Leadership Development, Training, Program Management, Outlook, Event Planning, Teaching
Education
Washburn University 1977 — 1978
Certificate, Outdoor Environmental Education
Brigham Young University 1970 — 1976
BS, Physical Education
Mark Rinker's New York Life Experience 1995 - 1999
Job Principal Applications Engineer at Oracle Corporation
Industry Online Media
Experience
Oracle Corporation October 2010 - Present
Phase Forward March 2009 - October 2010
BigBad, Inc. May 2008 - March 2009
American Student Assistance June 2002 - May 2008
Comtrol Corporation March 2000 - June 2002
Sapient 1999 - 2000
New York Life 1995 - 1999
Bechtel 1992 - 1995
Skills
XML, Web Applications, Object Oriented Design, C++, Software Engineering, C#, .NET, Linux, SQL Server, Software Development, SQL, COM, Web Services, C, Windows, Visual Studio, IIS, Database Design, WCF
Education
Boston University 1996 — 1999
Master of Science, Computer Science
Wentworth Institute of Technology 1988 — 1992
Bachelor of Science, Civil Engineering Technology
Oracle Corporation October 2010 - Present
Phase Forward March 2009 - October 2010
BigBad, Inc. May 2008 - March 2009
American Student Assistance June 2002 - May 2008
Comtrol Corporation March 2000 - June 2002
Sapient 1999 - 2000
New York Life 1995 - 1999
Bechtel 1992 - 1995
Skills
XML, Web Applications, Object Oriented Design, C++, Software Engineering, C#, .NET, Linux, SQL Server, Software Development, SQL, COM, Web Services, C, Windows, Visual Studio, IIS, Database Design, WCF
Education
Boston University 1996 — 1999
Master of Science, Computer Science
Wentworth Institute of Technology 1988 — 1992
Bachelor of Science, Civil Engineering Technology
KaraRose Gotta's New York Life Experience 2003 - 2006
Job Communication Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2006 - 2009
New York Life 2003 - 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management
pursuing a MBA
State University of New York College at Geneseo
BA, Communications/PR
University of Massachusetts Lowell
Pursuing Certification in Web Design
Fidelity Investments October 2006 - 2009
New York Life 2003 - 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management
pursuing a MBA
State University of New York College at Geneseo
BA, Communications/PR
University of Massachusetts Lowell
Pursuing Certification in Web Design
James Giles's New York Life Experience 1997 - 2012
Job Wireless Account Manager at Cellular Sales
Industry Wireless
Experience
Cellular Sales February 2015 - Present
Levin Financial Group January 2014 - January 2015
Horvath and Miller Financial Advisors, P.A. August 2012 - January 2014
New York Life Insurance November 1997 - April 2012
New York Life 1997 - 2012
Skills
Fixed Annuities, Term Life Insurance, Retirement, Retirement Planning, Disability Insurance, Long-term Care, Pensions, Underwriting, Mutual Funds, Health Insurance, Sales, Marketing, Series 6, Series 63, Variable Annuities, Income Annuities, Pension Maximization, Investments, Financial Services, Customer Service, Management
Education
Union Endicott High School 1985 — 1988
Broome Community College
Cellular Sales February 2015 - Present
Levin Financial Group January 2014 - January 2015
Horvath and Miller Financial Advisors, P.A. August 2012 - January 2014
New York Life Insurance November 1997 - April 2012
New York Life 1997 - 2012
Skills
Fixed Annuities, Term Life Insurance, Retirement, Retirement Planning, Disability Insurance, Long-term Care, Pensions, Underwriting, Mutual Funds, Health Insurance, Sales, Marketing, Series 6, Series 63, Variable Annuities, Income Annuities, Pension Maximization, Investments, Financial Services, Customer Service, Management
Education
Union Endicott High School 1985 — 1988
Broome Community College
Dylan Berkowitz's New York Life Experience September 2007 - Present
Job Financial Services Representative at New York Life Insurance
Industry Financial Services
Experience
New York Life September 2007 - Present
Education
Boston University 2003 — 2007
bachelors, Economics
New York Life September 2007 - Present
Education
Boston University 2003 — 2007
bachelors, Economics
Maria Cristina Gomez-Stavros's New York Life Experience March 2008 - February 2009
Job Content Manager at Crispin Porter + Bogusky
Industry Marketing and Advertising
Experience
Crispin Porter + Bogusky October 2010 - Present
Diego Heymann + Partners/The Farm DHP November 2009 - October 2010
New York Life March 2008 - February 2009
UKTI Boston 2007 - 2007
Comercial Alex Guayana July 2005 - September 2006
Skills
Integrated Marketing, Digital Marketing, Digital Media, Advertising, Digital Strategy, Creative Direction, Online Advertising, Creative Strategy, Social Media
Education
Boston University 2006 — 2008
Graduate, Multinational Commerce
Emerson College 2000 — 2004
Bachelor of Science in Speech, Marketing Communication Public Relations and Advertisement
Crispin Porter + Bogusky October 2010 - Present
Diego Heymann + Partners/The Farm DHP November 2009 - October 2010
New York Life March 2008 - February 2009
UKTI Boston 2007 - 2007
Comercial Alex Guayana July 2005 - September 2006
Skills
Integrated Marketing, Digital Marketing, Digital Media, Advertising, Digital Strategy, Creative Direction, Online Advertising, Creative Strategy, Social Media
Education
Boston University 2006 — 2008
Graduate, Multinational Commerce
Emerson College 2000 — 2004
Bachelor of Science in Speech, Marketing Communication Public Relations and Advertisement
Dani Stoneman's New York Life Experience May 2006 - August 2008
Job Licensing Admin and Event Coordinator at Vivint, Inc.
Industry Security and Investigations
Experience
APX Alarm Security Solutions September 2008 - Present
New York Life May 2006 - August 2008
Skills
Insurance, Microsoft Excel, PowerPoint, Statistics, Process Improvement, Customer Service, Team Leadership, Time Management, Microsoft Office, Sales, Project Planning
Education
Brigham Young University 2005 — 2009
APX Alarm Security Solutions September 2008 - Present
New York Life May 2006 - August 2008
Skills
Insurance, Microsoft Excel, PowerPoint, Statistics, Process Improvement, Customer Service, Team Leadership, Time Management, Microsoft Office, Sales, Project Planning
Education
Brigham Young University 2005 — 2009
Chris Lundquist's New York Life Experience March 1995 - June 2008
Job Regional Sales Director at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services March 2015 - Present
MassMutual Intermountain West August 2013 - March 2015
Creativity Art Studio 2011 - March 2015
The Prudential Insurance Company of America, Newark, NJ 2011 - August 2013
New York Life March 1995 - June 2008
Education
Brigham Young University 1993 — 1995
Ohio National Financial Services March 2015 - Present
MassMutual Intermountain West August 2013 - March 2015
Creativity Art Studio 2011 - March 2015
The Prudential Insurance Company of America, Newark, NJ 2011 - August 2013
New York Life March 1995 - June 2008
Education
Brigham Young University 1993 — 1995
Eric Rubinstein's New York Life Experience March 1997 - March 1998
Job Attorney at JPMorgan Chase Bank
Industry Law Practice
Experience
JPMorgan Chase Bank October 2012 - Present
The Law Office of Eric W. Rubinstein May 2012 - Present
Kaufman Friedman Plotnicki & Grun, LLP March 2004 - May 2012
Snyder & Snyder LLP January 2003 - March 2004
Shatz Meier Franzino & Scher LLP July 2001 - December 2002
Mallin & Goldstein, P.C. March 1998 - July 2001
New York Life March 1997 - March 1998
Skills
Municipal Law, Title Insurance, Environmental Law, Commercial Leasing, Leases, Commercial Real Estate, Real Property, Real Estate Economics, Real Estate, Mortgage Lending, Trusts, Foreclosures, Zoning, Land Use, Corporate Real Estate, Disposition, Legal Assistance
Education
Brooklyn Law School 1991 — 1994
JD
University of Wisconsin-Madison 1987 — 1991
B.A., Behavioral Science and Law
New Rochelle High School 1984 — 1987
JPMorgan Chase Bank October 2012 - Present
The Law Office of Eric W. Rubinstein May 2012 - Present
Kaufman Friedman Plotnicki & Grun, LLP March 2004 - May 2012
Snyder & Snyder LLP January 2003 - March 2004
Shatz Meier Franzino & Scher LLP July 2001 - December 2002
Mallin & Goldstein, P.C. March 1998 - July 2001
New York Life March 1997 - March 1998
Skills
Municipal Law, Title Insurance, Environmental Law, Commercial Leasing, Leases, Commercial Real Estate, Real Property, Real Estate Economics, Real Estate, Mortgage Lending, Trusts, Foreclosures, Zoning, Land Use, Corporate Real Estate, Disposition, Legal Assistance
Education
Brooklyn Law School 1991 — 1994
JD
University of Wisconsin-Madison 1987 — 1991
B.A., Behavioral Science and Law
New Rochelle High School 1984 — 1987
Brian Lo's New York Life Experience July 1990 - July 1996
Job Managing Director at Swiss Re
Industry Insurance
Experience
Swiss Re April 2008 - Present
MBIA October 2004 - April 2008
Swiss Re February 2001 - October 2004
JPMorgan Chase & Co. July 1996 - February 2001
New York Life July 1990 - July 1996
Skills
Reinsurance, Insurance, Financial Risk, Underwriting, Risk Management, Structured Finance, Capital Markets, Fixed Income, Actuarial Science, Derivatives
Education
Binghamton University 1986 — 1990
BS, Mathematics / Economics
Swiss Re April 2008 - Present
MBIA October 2004 - April 2008
Swiss Re February 2001 - October 2004
JPMorgan Chase & Co. July 1996 - February 2001
New York Life July 1990 - July 1996
Skills
Reinsurance, Insurance, Financial Risk, Underwriting, Risk Management, Structured Finance, Capital Markets, Fixed Income, Actuarial Science, Derivatives
Education
Binghamton University 1986 — 1990
BS, Mathematics / Economics
Edward Harley's New York Life Experience February 1998 - January 2013
Job Registered Nurse at Hackensack University Medical Center
Industry Hospital & Health Care
Experience
Hackensack University Medical Center October 2012 - Present
NYLIFE Securities February 1998 - January 2013
New York Life February 1998 - January 2013
Skills
Leadership, Fixed Annuities, Insurance, Customer Service, Microsoft Office, Actuarial Science, Sales, Financial Analysis, Finance, Public Speaking, Nursing, Orthopedics, Psychology, Life Insurance
Education
Drexel University 2010 — 2016
Master's degree, Nursing Science
Bergen Community College 2008 — 2010
Associate's degree, Nursing Science
Temple University - Fox School of Business and Management 1992 — 1997
Risk Management, Actuarial Science
Hackensack University Medical Center October 2012 - Present
NYLIFE Securities February 1998 - January 2013
New York Life February 1998 - January 2013
Skills
Leadership, Fixed Annuities, Insurance, Customer Service, Microsoft Office, Actuarial Science, Sales, Financial Analysis, Finance, Public Speaking, Nursing, Orthopedics, Psychology, Life Insurance
Education
Drexel University 2010 — 2016
Master's degree, Nursing Science
Bergen Community College 2008 — 2010
Associate's degree, Nursing Science
Temple University - Fox School of Business and Management 1992 — 1997
Risk Management, Actuarial Science
Chris Cardone, CLU's New York Life Experience 2000 - Present
Job Corp. V.P. & Sr. BOLI Dir. at New York Life
Industry Insurance
Experience
New York Life 2000 - Present
Skills
BOLI, COLI, Life Insurance, Retirement Planning, Personal Financial..., Insurance, Fixed Annuities, Estate Planning, Variable Annuities, Sales Management, 401k, Long-term Care
Education
The American College
CLU
Bryant University 1977 — 1981
BS in Bus. Admin.
Suffield Academy 1973 — 1977
College Prep.
New York Life 2000 - Present
Skills
BOLI, COLI, Life Insurance, Retirement Planning, Personal Financial..., Insurance, Fixed Annuities, Estate Planning, Variable Annuities, Sales Management, 401k, Long-term Care
Education
The American College
CLU
Bryant University 1977 — 1981
BS in Bus. Admin.
Suffield Academy 1973 — 1977
College Prep.
Brett Dries's New York Life Experience Mortgage OfficerThe Mortgage Center of AmericaJanuary 2003 - November 2007
Job Registered Representative at New York Life
Industry Financial Services
Experience
New York Life Mortgage OfficerThe Mortgage Center of AmericaJanuary 2003 - November 2007
Education
Bentley University 1992 — 1997
New York Life Mortgage OfficerThe Mortgage Center of AmericaJanuary 2003 - November 2007
Education
Bentley University 1992 — 1997
Michelle Cabuk's New York Life Experience June 2011 - Present
Job Call Center Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life June 2011 - Present
New York Life April 2009 - September 2011
New York Life Insurance Company April 2009 - June 2011
Allstate Insurance September 2000 - December 2008
Allstate Insurance February 1996 - September 2000
Allstate January 1994 - January 1996
Skills
Call Centers, Leadership, Customer Satisfaction, Management, Coaching, Customer Service, Insurance, Access, Microsoft Excel, PowerPoint, Quality Assurance, Avaya, Training, Process Improvement, Time Management, Project Management, Call Center
Education
University of Akron 1994 — 1998
Bachelor of Science, Nursing
Bowling Green State University 1986 — 1990
Bachelor of Science, Education (Spanish K-2)
New York Life June 2011 - Present
New York Life April 2009 - September 2011
New York Life Insurance Company April 2009 - June 2011
Allstate Insurance September 2000 - December 2008
Allstate Insurance February 1996 - September 2000
Allstate January 1994 - January 1996
Skills
Call Centers, Leadership, Customer Satisfaction, Management, Coaching, Customer Service, Insurance, Access, Microsoft Excel, PowerPoint, Quality Assurance, Avaya, Training, Process Improvement, Time Management, Project Management, Call Center
Education
University of Akron 1994 — 1998
Bachelor of Science, Nursing
Bowling Green State University 1986 — 1990
Bachelor of Science, Education (Spanish K-2)
Diane Mazurkiewicz's New York Life Experience 2000 - 2005
Job Project Specialist, FVTC National Criminal Justice Training CenterInternet Crimes Against Children Training Program
Industry Education Management
Experience
Fox Valley Technical College-National Criminal Justice Training Center April 2011 - Present
The Kane Company 2007 - 2012
Lauchlanworks March 2010 - April 2011
TrialGraphix 2005 - 2007
New York Life 2000 - 2005
Skills
Email Marketing, Social Media, Marketing Communications, Marketing, Event Planning, Account Management, Adobe Creative Suite, Logistic Support, E-Learning, Webinars, Microsoft Office, Project Management
Education
Merrimack College 1996 — 2000
Bachelors, Political Science, Business
Bridgewater State University 2001 — 2003
Masters, Criminal Justice
Fox Valley Technical College-National Criminal Justice Training Center April 2011 - Present
The Kane Company 2007 - 2012
Lauchlanworks March 2010 - April 2011
TrialGraphix 2005 - 2007
New York Life 2000 - 2005
Skills
Email Marketing, Social Media, Marketing Communications, Marketing, Event Planning, Account Management, Adobe Creative Suite, Logistic Support, E-Learning, Webinars, Microsoft Office, Project Management
Education
Merrimack College 1996 — 2000
Bachelors, Political Science, Business
Bridgewater State University 2001 — 2003
Masters, Criminal Justice
Steven Lash's New York Life Experience 2011 - 2014
Job Deputy CFO at Wilton Re
Industry Insurance
Experience
Wilton Re 2015 - Present
New York Life 2011 - 2014
New York Life Insurance Company 2008 - 2011
New York Life Insurance Company 2007 - 2008
Ernst & Young 1996 - 2007
JPMorgan Chase 1991 - 1996
Education
State University of New York at Binghamton 1983 — 1987
Bachelor of Science (BS), Math & Economics
Wilton Re 2015 - Present
New York Life 2011 - 2014
New York Life Insurance Company 2008 - 2011
New York Life Insurance Company 2007 - 2008
Ernst & Young 1996 - 2007
JPMorgan Chase 1991 - 1996
Education
State University of New York at Binghamton 1983 — 1987
Bachelor of Science (BS), Math & Economics
Nancy Sherman's New York Life Experience 1993 - Present
Job Vice President at New York Life
Industry Insurance
Experience
New York Life 1993 - Present
Education
Binghamton University
BA
New York Life 1993 - Present
Education
Binghamton University
BA
Dan Stites's New York Life Experience May 2007 - September 2013
Job Director, Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial February 2014 - Present
New York Life May 2007 - September 2013
Skills
Fixed Annuities, Insurance, Actuarial Science, Health Insurance
Education
Butler University 1977 — 1981
BS, Math Education
Prudential Financial February 2014 - Present
New York Life May 2007 - September 2013
Skills
Fixed Annuities, Insurance, Actuarial Science, Health Insurance
Education
Butler University 1977 — 1981
BS, Math Education
Lennard Burres's New York Life Experience 1994 - 2001
Job Market Conduct Professional
Industry Government Administration
Experience
State of Nevada, Sec'y of State, Securities Divn. 2011 - Present
Genworth Financial 2004 - 2009
MetLife 2002 - 2004
The Nautilus Group 1996 - 2001
New York Life 1994 - 2001
New York Life 1990 - 1994
New York Life 1984 - 1990
Skills
Certified Fraud Examiner
Education
Boston University 1963 — 1970
B.Sc., Business
State of Nevada, Sec'y of State, Securities Divn. 2011 - Present
Genworth Financial 2004 - 2009
MetLife 2002 - 2004
The Nautilus Group 1996 - 2001
New York Life 1994 - 2001
New York Life 1990 - 1994
New York Life 1984 - 1990
Skills
Certified Fraud Examiner
Education
Boston University 1963 — 1970
B.Sc., Business
Jean Kuan's New York Life Experience March 2009 - June 2011
Job Jean of all trades
Industry Marketing and Advertising
Experience
Oshi Caters August 2012 - Present
New York Life March 2009 - June 2011
Skills
Social Media Marketing, Marketing Management, Organizational..., Market Research, Creative Strategy, Social Media, Marketing Communications, Project Coordination, Reporting & Analysis, Quality Management, Content Development, Internal Communications, Social Networking, Strategic Communications
Education
California State Polytechnic University-Pomona
Oshi Caters August 2012 - Present
New York Life March 2009 - June 2011
Skills
Social Media Marketing, Marketing Management, Organizational..., Market Research, Creative Strategy, Social Media, Marketing Communications, Project Coordination, Reporting & Analysis, Quality Management, Content Development, Internal Communications, Social Networking, Strategic Communications
Education
California State Polytechnic University-Pomona
Philip McEvoy, LUTCF's New York Life Experience December 2005 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life December 2005 - Present
Skills
Retirement, Retirement Planning
Education
Binghamton University 2001 — 2005
B.A., History/Philosophy
New York Life December 2005 - Present
Skills
Retirement, Retirement Planning
Education
Binghamton University 2001 — 2005
B.A., History/Philosophy
Diana Woodbury's New York Life Experience November 2009 - April 2015
Job Project Manager at John Hancock
Industry Financial Services
Experience
New York Life November 2009 - April 2015
State Street Corporation 2005 - 2009
State Street Corporation 2003 - 2005
Fidelity Investments 1996 - 2002
Fidelity Investments 1994 - 1996
Fidelity Investments 1991 - 1994
Fidelity Investments 1989 - 1991
Fidelity Investments 1986 - 1989
Education
Boston College 1982 — 1986
BA, Economics
New York Life November 2009 - April 2015
State Street Corporation 2005 - 2009
State Street Corporation 2003 - 2005
Fidelity Investments 1996 - 2002
Fidelity Investments 1994 - 1996
Fidelity Investments 1991 - 1994
Fidelity Investments 1989 - 1991
Fidelity Investments 1986 - 1989
Education
Boston College 1982 — 1986
BA, Economics
Christopher LaRussa's New York Life Experience January 1998 - August 2005
Job Vice President/Lead Director at AXA US
Industry Financial Services
Experience
AXA US August 2014 - Present
AXA US February 2013 - August 2014
AXA Equitable August 2011 - February 2013
AXA Equitable August 2005 - August 2011
New York Life January 1998 - August 2005
Skills
Series 7, Securities, Series 24, Vendor Management, Life Insurance, Process Improvement, Project Management, FINRA, Enterprise Risk..., Business Analysis, Mutual Funds, Insurance, Fixed Annuities, Investment Advisory, Business Strategy, Leadership, Financial Services, Risk Management
Education
Binghamton University 1994 — 1997
BA, English
AXA US August 2014 - Present
AXA US February 2013 - August 2014
AXA Equitable August 2011 - February 2013
AXA Equitable August 2005 - August 2011
New York Life January 1998 - August 2005
Skills
Series 7, Securities, Series 24, Vendor Management, Life Insurance, Process Improvement, Project Management, FINRA, Enterprise Risk..., Business Analysis, Mutual Funds, Insurance, Fixed Annuities, Investment Advisory, Business Strategy, Leadership, Financial Services, Risk Management
Education
Binghamton University 1994 — 1997
BA, English
Roger Banville, MBA, CMFC's New York Life Experience 2012 - Present
Job Investment Product Consultant
Industry Financial Services
Experience
New York Life 2012 - Present
Walton International Group 2010 - 2012
MassMutual January 2008 - November 2009
John Hancock September 2004 - January 2008
AXA / Mutual of New York - The MONY Group January 2002 - September 2004
John Hancock September 1997 - December 2002
Creighton University 1988 - 1992
Skills
Mutual Funds, Fixed Annuities, Real Estate, Series 7, Series 63, Retirement, Series 6, Retirement Planning, Alternative Investments, Investments, Wealth Management, Asset Allocation, Securities, Financial Advisory, 401k, Asset Managment, Insurance, FINRA, Separately Managed..., Strategic Financial..., Wealth Accumulation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA
Creighton University 1988 — 1992
BSBA, Finance
Chartered Mutual Fund Counselor (CMFC)
CMFC, Chartered Mutual Fund Counselor
High School
High School
High School
High School
New York Life 2012 - Present
Walton International Group 2010 - 2012
MassMutual January 2008 - November 2009
John Hancock September 2004 - January 2008
AXA / Mutual of New York - The MONY Group January 2002 - September 2004
John Hancock September 1997 - December 2002
Creighton University 1988 - 1992
Skills
Mutual Funds, Fixed Annuities, Real Estate, Series 7, Series 63, Retirement, Series 6, Retirement Planning, Alternative Investments, Investments, Wealth Management, Asset Allocation, Securities, Financial Advisory, 401k, Asset Managment, Insurance, FINRA, Separately Managed..., Strategic Financial..., Wealth Accumulation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA
Creighton University 1988 — 1992
BSBA, Finance
Chartered Mutual Fund Counselor (CMFC)
CMFC, Chartered Mutual Fund Counselor
High School
High School
High School
High School
Sandy Crandall's New York Life Experience July 1999 - Present
Job Consultant at New York Life
Industry Financial Services
Experience
Fortune 100 Insurance Company 2005 - Present
New York Life July 1999 - Present
Education
State University of New York at Binghamton 1987 — 1991
Bachelor of Science (BS), Applied Social Sciences
Fortune 100 Insurance Company 2005 - Present
New York Life July 1999 - Present
Education
State University of New York at Binghamton 1987 — 1991
Bachelor of Science (BS), Applied Social Sciences
Dale Euga's New York Life Experience October 2014 - Present
Job Comprehensive Financial Planning
Industry Financial Services
Experience
New York Life Insurance Company - New England November 2014 - Present
New York Life Insurance Company November 2014 - Present
New York Life October 2014 - Present
Skills
Mergers, Sales, Finance, Business, Manufacturing, Debt, Investment Banking, Start-ups, Budgets, Mergers & Acquisitions, New Business Development
Education
Boston Architectural College 1971 — 1976
B. Arch., Architecture, Honors Graduate
Cardinal O'Hara High School 1964 — 1966
High School, AcademicFine Arts
New York Life Insurance Company - New England November 2014 - Present
New York Life Insurance Company November 2014 - Present
New York Life October 2014 - Present
Skills
Mergers, Sales, Finance, Business, Manufacturing, Debt, Investment Banking, Start-ups, Budgets, Mergers & Acquisitions, New Business Development
Education
Boston Architectural College 1971 — 1976
B. Arch., Architecture, Honors Graduate
Cardinal O'Hara High School 1964 — 1966
High School, AcademicFine Arts
Martha Spreen's New York Life Experience 2000 - 2005
Job Presenter at AMSkier Agency
Industry Accounting
Experience
Bethel Woods February 2012 - Present
AMSkier Insurance May 2010 - January 2012
Travelport August 2006 - July 2009
New York Life Investment Management July 2001 - August 2005
New York Life 2000 - 2005
Skills
Financial Statements, Accruals, Account Reconciliation, Balance, General Ledger, Financial Analysis, Budget Analysis, Fixed Assets, Sarbanes-Oxley Act, Microsoft Excel
Education
Caldwell University
BA, Accounting
Bethel Woods February 2012 - Present
AMSkier Insurance May 2010 - January 2012
Travelport August 2006 - July 2009
New York Life Investment Management July 2001 - August 2005
New York Life 2000 - 2005
Skills
Financial Statements, Accruals, Account Reconciliation, Balance, General Ledger, Financial Analysis, Budget Analysis, Fixed Assets, Sarbanes-Oxley Act, Microsoft Excel
Education
Caldwell University
BA, Accounting
Roderick Carr's New York Life Experience July 1994 - Present
Job Registered Representative at NYLIFE Securities LLC.
Industry Financial Services
Experience
New York Life July 1994 - Present
NYLIFE Securities LLC. July 1994 - Present
Skills
Fixed Annuities, Long Term Care Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Estate Planning, Insurance, Mutual Funds, Life Insurance, 401k Rollovers
Education
Boise State University 1983 — 1987
Bachelor's Degree, Social Sciences/Economics
New York Life July 1994 - Present
NYLIFE Securities LLC. July 1994 - Present
Skills
Fixed Annuities, Long Term Care Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Estate Planning, Insurance, Mutual Funds, Life Insurance, 401k Rollovers
Education
Boise State University 1983 — 1987
Bachelor's Degree, Social Sciences/Economics
Rich Wallner's New York Life Experience April 2009 - April 2012
Job Principal at Lakeside Financial LLC
Industry Financial Services
Experience
Lakeside Financial LLC April 2012 - Present
New York Life April 2009 - April 2012
Woburn MA February 1981 - June 2007
Skills
Life Insurance, Retirement Planning, Term Life Insurance, Employee Benefits, Fixed Annuities, Long Term Care Insurance, IRAs, Disability Insurance, Whole Life, Retirement, Universal Life, College Savings Plans, Roth IRA, Sales, Wealth Accumulation, 401k Rollovers, Permanent Life Insurance, 401k, Financial Planners, Variable Annuities, Guaranteed Lifetime..., Small Business, Financial Planning, Financial Services
Education
Berklee College of Music 1976 — 1984
BA Performance, Liberla Arts and Performing Arts, High Honors
Greenfield Community College 1977 — 1978
Liberal Arts
Lakeside Financial LLC April 2012 - Present
New York Life April 2009 - April 2012
Woburn MA February 1981 - June 2007
Skills
Life Insurance, Retirement Planning, Term Life Insurance, Employee Benefits, Fixed Annuities, Long Term Care Insurance, IRAs, Disability Insurance, Whole Life, Retirement, Universal Life, College Savings Plans, Roth IRA, Sales, Wealth Accumulation, 401k Rollovers, Permanent Life Insurance, 401k, Financial Planners, Variable Annuities, Guaranteed Lifetime..., Small Business, Financial Planning, Financial Services
Education
Berklee College of Music 1976 — 1984
BA Performance, Liberla Arts and Performing Arts, High Honors
Greenfield Community College 1977 — 1978
Liberal Arts
Eric S. Rubin's New York Life Experience June 1980 - September 2009
Job Relationship Manager at Ash Brokerage specializing in Account Management | Planning Strategies
Industry Financial Services
Experience
Ash Brokerage February 2010 - Present
New York Life June 1980 - September 2009
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Binghamton University 1976 — 1980
BS, Math and Computer Science
Ash Brokerage February 2010 - Present
New York Life June 1980 - September 2009
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Binghamton University 1976 — 1980
BS, Math and Computer Science
Katy Bacevich's New York Life Experience March 2010 - February 2011
Job Senior Marketing Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines July 2014 - Present
New York Life Retirement Plan Services April 2013 - July 2014
New York Life Retirement Plan Services August 2011 - April 2013
UnitedHealthcare January 2011 - August 2011
New York Life March 2010 - February 2011
New York Life Retirement Plan Services August 2007 - February 2010
Skills
Microsoft Office, InDesign, PMAPS, Satuit, SharePoint, Proposal Writing, 401k, Product Marketing, Retirement, Series 6, Management, Mutual Funds, Series 63, Marketing, Retirement Planning, Financial Services, Series 7, Strategy, Leadership, Relationship Management, Investments
Education
Boston University 2004 — 2007
B.S.
Financial Engines July 2014 - Present
New York Life Retirement Plan Services April 2013 - July 2014
New York Life Retirement Plan Services August 2011 - April 2013
UnitedHealthcare January 2011 - August 2011
New York Life March 2010 - February 2011
New York Life Retirement Plan Services August 2007 - February 2010
Skills
Microsoft Office, InDesign, PMAPS, Satuit, SharePoint, Proposal Writing, 401k, Product Marketing, Retirement, Series 6, Management, Mutual Funds, Series 63, Marketing, Retirement Planning, Financial Services, Series 7, Strategy, Leadership, Relationship Management, Investments
Education
Boston University 2004 — 2007
B.S.
Smith Emily's New York Life Experience April 2011 - Present
Job Intern at New York Life
Industry
Experience
New York Life April 2011 - Present
Education
Bentley University 2009 — 2013
New York Life April 2011 - Present
Education
Bentley University 2009 — 2013
Pamela R. Brillhart's New York Life Experience 1982 - 2013
Job Account Receivable Accountant/Sales Assistant at Haven Steel Products
Industry Accounting
Experience
Haven Steel Products May 2013 - Present
Sheplers Inc. April 2013 - May 2013
Hawker Beechcraft May 2012 - March 2013
State Farm Insurance 1986 - 2013
New York Life 1982 - 2013
Cargill October 2011 - November 2011
USD 266 Maize KS September 1996 - November 2010
JMMT, Inc. aka James Mies Trucking December 1999 - March 2006
Wesley Medical Center November 1990 - March 1995
Skills
Microsoft Office, SAP, Sametime, Customer Service, Microsoft Excel, Teaching, Microsoft Word, Outlook, Process Improvement, Accounting, PowerPoint, Data Analysis, 10 Key, Windows, Accounts Receivable, Analysis, Public Speaking, Account Reconciliation, Research, Recruiting, QuickBooks, Data Entry, Access
Education
Wichita State University 2008 — 2011
Bachelor of Business Administration in Accounting, Minors in Finance and Management
Butler Community College 2005 — 2008
Associates of Science in Liberal Arts, General Education, Accounting
Haven Steel Products May 2013 - Present
Sheplers Inc. April 2013 - May 2013
Hawker Beechcraft May 2012 - March 2013
State Farm Insurance 1986 - 2013
New York Life 1982 - 2013
Cargill October 2011 - November 2011
USD 266 Maize KS September 1996 - November 2010
JMMT, Inc. aka James Mies Trucking December 1999 - March 2006
Wesley Medical Center November 1990 - March 1995
Skills
Microsoft Office, SAP, Sametime, Customer Service, Microsoft Excel, Teaching, Microsoft Word, Outlook, Process Improvement, Accounting, PowerPoint, Data Analysis, 10 Key, Windows, Accounts Receivable, Analysis, Public Speaking, Account Reconciliation, Research, Recruiting, QuickBooks, Data Entry, Access
Education
Wichita State University 2008 — 2011
Bachelor of Business Administration in Accounting, Minors in Finance and Management
Butler Community College 2005 — 2008
Associates of Science in Liberal Arts, General Education, Accounting
Kate Gryn's New York Life Experience March 2012 - July 2012
Job at
Industry Accounting
Experience
Continental Auto Group October 2014 - Present
Alaska Sales and Service October 2013 - October 2014
New York Life Insurance Company March 2012 - July 2012
New York Life March 2012 - July 2012
The Hartford January 2006 - March 2012
TGI Friday's April 2004 - December 2005
United Retail, Inc October 2002 - April 2004
CDB Seattle February 2000 - May 2000
Amazon November 1998 - February 2000
Skills
Strategic Financial..., Financial Analysis, Business Analysis, Marketing, Project Management, Customer Service, Accounting, General Ledger, Schedules, Financial Reporting
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master's degree, Accounting and Finance
Drexel University 2009 — 2011
MBA, Entrepreneurship
Drexel University - LeBow College of Business 2009 — 2011
MBA, Entrepreneurship
Drexel University LeBow College of Business 2009 — 2011
Master, Business Administration
DeVry University 2008 — 2009
Bachelor of Science, Technical Management
Bucks County Community College
Associate, Business Administration
Continental Auto Group October 2014 - Present
Alaska Sales and Service October 2013 - October 2014
New York Life Insurance Company March 2012 - July 2012
New York Life March 2012 - July 2012
The Hartford January 2006 - March 2012
TGI Friday's April 2004 - December 2005
United Retail, Inc October 2002 - April 2004
CDB Seattle February 2000 - May 2000
Amazon November 1998 - February 2000
Skills
Strategic Financial..., Financial Analysis, Business Analysis, Marketing, Project Management, Customer Service, Accounting, General Ledger, Schedules, Financial Reporting
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master's degree, Accounting and Finance
Drexel University 2009 — 2011
MBA, Entrepreneurship
Drexel University - LeBow College of Business 2009 — 2011
MBA, Entrepreneurship
Drexel University LeBow College of Business 2009 — 2011
Master, Business Administration
DeVry University 2008 — 2009
Bachelor of Science, Technical Management
Bucks County Community College
Associate, Business Administration
Orian Cummings's New York Life Experience January 2003 - Present
Job Benefits Associate at State Street
Industry Financial Services
Experience
State Street November 2008 - Present
Statestreet Corporation January 2007 - Present
New York Life January 2003 - Present
John Hancock Financial January 1999 - January 2001
Principal Financial Group January 1998 - January 1999
New England Financial January 1995 - January 1998
Skills
Account Reconciliation, Payroll, ADP Payroll, Management, Access, CRM, Training, Insurance, Team Building, Customer Service
Education
Bunker Hill Community College 2000 — 2002
Associate Degree, Business Management
State Street November 2008 - Present
Statestreet Corporation January 2007 - Present
New York Life January 2003 - Present
John Hancock Financial January 1999 - January 2001
Principal Financial Group January 1998 - January 1999
New England Financial January 1995 - January 1998
Skills
Account Reconciliation, Payroll, ADP Payroll, Management, Access, CRM, Training, Insurance, Team Building, Customer Service
Education
Bunker Hill Community College 2000 — 2002
Associate Degree, Business Management
Dan Fay's New York Life Experience September 1995 - November 2011
Job Senior Advisor Relations Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines March 2015 - Present
MassMutual Financial Group 2011 - February 2015
New York Life September 1995 - November 2011
Skills
401k, Financial Services, Sales, Series 63, Series 7, Retirement, Management, Mutual Funds, Finance, Retirement Planning
Education
Bentley College 1989 — 1993
Bachelor of Science (BS), Finance, General
Financial Engines March 2015 - Present
MassMutual Financial Group 2011 - February 2015
New York Life September 1995 - November 2011
Skills
401k, Financial Services, Sales, Series 63, Series 7, Retirement, Management, Mutual Funds, Finance, Retirement Planning
Education
Bentley College 1989 — 1993
Bachelor of Science (BS), Finance, General
Wayne Wakumoto's New York Life Experience 1983 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 1983 - Present
New York Life 1983 - Present
Education
Brigham Young University
Master of Education (M.Ed.)
New York Life Insurance Company July 1983 - Present
New York Life 1983 - Present
Education
Brigham Young University
Master of Education (M.Ed.)
Christian Attila's New York Life Experience 2010 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company November 2010 - Present
New York Life 2010 - 2013
Citibank September 2006 - November 2010
Skills
Investments, Portfolio...
Education
Boston University - School of Management
New York Life Insurance Company November 2010 - Present
New York Life 2010 - 2013
Citibank September 2006 - November 2010
Skills
Investments, Portfolio...
Education
Boston University - School of Management