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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Bryan Cunningham Bryan Cunningham's New York Life Experience January 2013 - Present
Job Partner
Industry Financial Services
Experience
New York Life January 2013 - Present
New York Life Insurance Company November 2008 - Present
Santa Clarita Chamber of Commerce January 2005 - Present
Phi Gamma Delta January 1993 - Present
Walker Financial Partners October 2007 - November 2008
Independent Capital managment July 1997 - October 2007
Skills
Leadership, Insurance, Business Planning, Training, Small Business, Finance, Recruiting, Financial Services, Fixed Annuities, Interviews, Investments, Retirement Planning, Sales, Management, Long-term Care, Strategic Planning, Public Speaking, Team Building, Sales Management, Securities, Time Management, Retirement, Estate Planning, Customer Service, Life Insurance, 401k, Disability Insurance, Mutual Funds, Term Life Insurance, Social Networking, Entrepreneurship, Financial Planners, Employee Benefits, IRAs, Long Term Care Insurance, Succession Planning, Executive Management, Leadership Development, Coaching, Series 7, Personal Finance, Fundraising, Variable Annuities, 401k Rollovers
Education
California State University-Northridge 1991 — 1997
BA, Communications
Notre Dame High School 1987 — 1993
business
First Lutheran 1982 — 1987
New York Life January 2013 - Present
New York Life Insurance Company November 2008 - Present
Santa Clarita Chamber of Commerce January 2005 - Present
Phi Gamma Delta January 1993 - Present
Walker Financial Partners October 2007 - November 2008
Independent Capital managment July 1997 - October 2007
Skills
Leadership, Insurance, Business Planning, Training, Small Business, Finance, Recruiting, Financial Services, Fixed Annuities, Interviews, Investments, Retirement Planning, Sales, Management, Long-term Care, Strategic Planning, Public Speaking, Team Building, Sales Management, Securities, Time Management, Retirement, Estate Planning, Customer Service, Life Insurance, 401k, Disability Insurance, Mutual Funds, Term Life Insurance, Social Networking, Entrepreneurship, Financial Planners, Employee Benefits, IRAs, Long Term Care Insurance, Succession Planning, Executive Management, Leadership Development, Coaching, Series 7, Personal Finance, Fundraising, Variable Annuities, 401k Rollovers
Education
California State University-Northridge 1991 — 1997
BA, Communications
Notre Dame High School 1987 — 1993
business
First Lutheran 1982 — 1987
Colin Case's New York Life Experience June 2004 - October 2014
Job Partner at Lewis Salgado Consultant's LLC
Industry Financial Services
Experience
Lewis Salgado Consultant's LLC October 2014 - Present
New York Life June 2004 - October 2014
Education
City University of New York City College 1985 — 1990
Associate's degree, Accounting and Finance
Tilden high school 1983 — 1985
Dipolma, Liberal Arts and Sciences/Liberal Studies
Lewis Salgado Consultant's LLC October 2014 - Present
New York Life June 2004 - October 2014
Education
City University of New York City College 1985 — 1990
Associate's degree, Accounting and Finance
Tilden high school 1983 — 1985
Dipolma, Liberal Arts and Sciences/Liberal Studies
Tom Loutrel Tom Loutrel's New York Life Experience May 2006 - June 2008
Job SVP at SIB Helping companies save 25%40% on their operating expenses through our work with 16,000+ locations
Industry Consumer Services
Experience
SIB Fixed Cost Reduction LLC March 2010 - Present
Carolina First July 2008 - March 2010
New York Life May 2006 - June 2008
Seldén Mast AB November 2004 - September 2006
Skills
Business Strategy, Expense Management, Business Planning, Strategic Planning, New Business Development, Financial Analysis, Budgets, Team Building, Investments, Finance, Forecasting, Franchising, Strategic Financial..., Management Consulting, Negotiation, Strategy, Social Media Marketing, Management, Entrepreneurship, Accounting, Recruiting, Social Networking, Social Media, Training, Sales, Contract Management, Business Development, Marketing, Salesforce.com, Contract Negotiation, CRM, Telecommunications, Account Management, Marketing Strategy, Executive Management, Start-ups, Leadership, Small Business, Mergers & Acquisitions, P&L Management, Cross-functional Team..., P&L, Lead Generation, Sales Management, Strategic Partnerships, Email Marketing, Customer Service, Selling, Analysis, Competitive Analysis
Education
College of Charleston 2000 — 2005
Economics
Tabor Academy 1996 — 2000
SIB Fixed Cost Reduction LLC March 2010 - Present
Carolina First July 2008 - March 2010
New York Life May 2006 - June 2008
Seldén Mast AB November 2004 - September 2006
Skills
Business Strategy, Expense Management, Business Planning, Strategic Planning, New Business Development, Financial Analysis, Budgets, Team Building, Investments, Finance, Forecasting, Franchising, Strategic Financial..., Management Consulting, Negotiation, Strategy, Social Media Marketing, Management, Entrepreneurship, Accounting, Recruiting, Social Networking, Social Media, Training, Sales, Contract Management, Business Development, Marketing, Salesforce.com, Contract Negotiation, CRM, Telecommunications, Account Management, Marketing Strategy, Executive Management, Start-ups, Leadership, Small Business, Mergers & Acquisitions, P&L Management, Cross-functional Team..., P&L, Lead Generation, Sales Management, Strategic Partnerships, Email Marketing, Customer Service, Selling, Analysis, Competitive Analysis
Education
College of Charleston 2000 — 2005
Economics
Tabor Academy 1996 — 2000
Yamilette Curiel Yamilette Curiel's New York Life Experience August 2013 - March 2014
Job Director of Marketing and Business Development at The Rehabilitation Center of Santa Monica
Industry Retail
Experience
The Rehabilitation Center of Santa Monica February 2014 - Present
New York Life August 2013 - March 2014
Best Buy November 2007 - February 2014
Downey, Alkaline Water CO. June 2012 - June 2013
Skills
Sales Presentations, Strong oral and written..., Excel (V-lookups,..., Microsoft Word, PowerPoint development, Outlook, Access, Quick Books, Strong analytical,..., Ability to read and..., ability to multi task..., Ability to learn and..., Outstanding..., Bilingual-English/Spanis..., CRM, Leadership, Analysis, Budgets, Customer Service, Sales, QuickBooks, Management
Education
California State University-Los Angeles 2010 — 2013
Bachelor of Science (B.S.), Finance
Rio Hondo College 2006 — 2010
Associate of Arts (A.A.), Business Administration
The Rehabilitation Center of Santa Monica February 2014 - Present
New York Life August 2013 - March 2014
Best Buy November 2007 - February 2014
Downey, Alkaline Water CO. June 2012 - June 2013
Skills
Sales Presentations, Strong oral and written..., Excel (V-lookups,..., Microsoft Word, PowerPoint development, Outlook, Access, Quick Books, Strong analytical,..., Ability to read and..., ability to multi task..., Ability to learn and..., Outstanding..., Bilingual-English/Spanis..., CRM, Leadership, Analysis, Budgets, Customer Service, Sales, QuickBooks, Management
Education
California State University-Los Angeles 2010 — 2013
Bachelor of Science (B.S.), Finance
Rio Hondo College 2006 — 2010
Associate of Arts (A.A.), Business Administration
Crescencio Liasos Crescencio Liasos's New York Life Experience January 2006 - January 2007
Job Channel Sales Manager at POS Portal
Industry Marketing and Advertising
Experience
POS Portal October 2014 - Present
fOLDED 2008 - Present
Yelp January 2013 - September 2014
Zenex Partners September 2007 - November 2010
Delivery Agent January 2010 - October 2010
VUDU May 2009 - December 2009
Tiburon July 2008 - May 2009
Volt Services Group January 2007 - September 2007
New York Life January 2006 - January 2007
Filipino Youth Coalition January 2002 - January 2006
Skills
Sourcing, Recruiting, Project Planning, Technical Recruiting, Cold Calling, Applicant Tracking..., Talent Acquisition, Networking, Management, Interviews, Sales, Customer Service, Temporary Placement, Microsoft Office, Marketing, Staffing Services
Education
California State University-East Bay 2005 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
POS Portal October 2014 - Present
fOLDED 2008 - Present
Yelp January 2013 - September 2014
Zenex Partners September 2007 - November 2010
Delivery Agent January 2010 - October 2010
VUDU May 2009 - December 2009
Tiburon July 2008 - May 2009
Volt Services Group January 2007 - September 2007
New York Life January 2006 - January 2007
Filipino Youth Coalition January 2002 - January 2006
Skills
Sourcing, Recruiting, Project Planning, Technical Recruiting, Cold Calling, Applicant Tracking..., Talent Acquisition, Networking, Management, Interviews, Sales, Customer Service, Temporary Placement, Microsoft Office, Marketing, Staffing Services
Education
California State University-East Bay 2005 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Michael Scovel's New York Life Experience October 1999 - January 2009
Job Dallas Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company February 2009 - October 2012
New York Life October 1999 - January 2009
New York Life Insurance Company February 1996 - September 1999
New York Life Insurance Company February 1994 - January 1996
The Good Guys January 1990 - December 1993
Skills
Retirement Planning, Insurance, Retirement, Estate Planning, Financial Services, Life Insurance, Agent Coaching, Agent Development, Agent Retention, Business Development, Charitable Giving, Executive Management, Leadership Development, Management, Marketing, Marketing Management, Mentoring, Operations Management, Organizational..., Social Media Marketing, Strategic Planning, Strategy, Talent Acquisition, Talent Management, Training & Development
Education
The American College 2006 — 2007
Master's degree, Business Administration and Management, General
California State University-Fresno 1989 — 2004
Bachelor of Science (BS), Marketing
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company February 2009 - October 2012
New York Life October 1999 - January 2009
New York Life Insurance Company February 1996 - September 1999
New York Life Insurance Company February 1994 - January 1996
The Good Guys January 1990 - December 1993
Skills
Retirement Planning, Insurance, Retirement, Estate Planning, Financial Services, Life Insurance, Agent Coaching, Agent Development, Agent Retention, Business Development, Charitable Giving, Executive Management, Leadership Development, Management, Marketing, Marketing Management, Mentoring, Operations Management, Organizational..., Social Media Marketing, Strategic Planning, Strategy, Talent Acquisition, Talent Management, Training & Development
Education
The American College 2006 — 2007
Master's degree, Business Administration and Management, General
California State University-Fresno 1989 — 2004
Bachelor of Science (BS), Marketing
Alan Schlaifer Alan Schlaifer's New York Life Experience May 2008 - May 2009
Job Entertainment Insurance Broker
Industry Insurance
Experience
ASIS Entertainment Insurance August 2012 - Present
ASIS Financial May 2009 - Present
Wade Street Music April 2006 - Present
John Hart Insurance Agency May 2010 - July 2012
New York Life May 2008 - May 2009
Momentum Music Editorial 2008 - 2008
Self 2005 - 2008
George Acogny Inc. September 2007 - November 2007
Stewart Levin Productions July 2005 - April 2007
Schtung Music 1997 - 2005
Skills
Marketing, Entertainment, Public Speaking, Entrepreneurship, Social Networking, Social Media, Marketing Strategy, Television, Social Media Marketing, Advertising, New Business Development, Online Advertising, Budgets, Negotiation, Strategic Planning, Real Estate, Pro Tools, Sound Design, Editing, Music, Insurance, Film, Recording, Film Production, Voice Over, Songwriting, Audio Post Production, Theatre, Sound, Guitar, Audio Editing, Mastering, Entertainment Industry, Comedy, Songs, Music Industry, Event Management, Music Videos, Commercial Insurance, Commercials, Rock, Video Production, New Media, Music Supervision, Dvd, Music Production, Producing
Education
Dick Grove School of Music 1989 — 1990
Certificate, Music - guitar program
California State University-Northridge 1982 — 1988
Bachelor of Arts (B.A.), RTVB
U.S Grant High School 1980 — 1982
Riverside Drive Elementary School 1965 — 1976
ASIS Entertainment Insurance August 2012 - Present
ASIS Financial May 2009 - Present
Wade Street Music April 2006 - Present
John Hart Insurance Agency May 2010 - July 2012
New York Life May 2008 - May 2009
Momentum Music Editorial 2008 - 2008
Self 2005 - 2008
George Acogny Inc. September 2007 - November 2007
Stewart Levin Productions July 2005 - April 2007
Schtung Music 1997 - 2005
Skills
Marketing, Entertainment, Public Speaking, Entrepreneurship, Social Networking, Social Media, Marketing Strategy, Television, Social Media Marketing, Advertising, New Business Development, Online Advertising, Budgets, Negotiation, Strategic Planning, Real Estate, Pro Tools, Sound Design, Editing, Music, Insurance, Film, Recording, Film Production, Voice Over, Songwriting, Audio Post Production, Theatre, Sound, Guitar, Audio Editing, Mastering, Entertainment Industry, Comedy, Songs, Music Industry, Event Management, Music Videos, Commercial Insurance, Commercials, Rock, Video Production, New Media, Music Supervision, Dvd, Music Production, Producing
Education
Dick Grove School of Music 1989 — 1990
Certificate, Music - guitar program
California State University-Northridge 1982 — 1988
Bachelor of Arts (B.A.), RTVB
U.S Grant High School 1980 — 1982
Riverside Drive Elementary School 1965 — 1976
Cameron Scheidt Cameron Scheidt's New York Life Experience January 2012 - August 2012
Job CFO at Enigma Creative Group
Industry Commercial Real Estate
Experience
Enigma Creative Group April 2015 - Present
Tutelian & Company March 2013 - April 2015
Colliers-International September 2012 - March 2013
New York Life January 2012 - August 2012
Target November 2010 - December 2011
Target November 2010 - December 2011
Strings Restaurant August 2009 - November 2010
Strings Italian Café August 2009 - November 2010
Skills
Video, Editing, Film, Social Media, Social Networking, Social Media Marketing, Facebook, Photoshop, Adobe Creative Suite, Advertising, Mac, Photography, Graphic Design, Microsoft Office, Customer Service, Public Speaking
Education
California State University-Fresno 2008 — 2014
Bachelor's Degree, Business Administration, Real Estate and Urban Land Economics
Enigma Creative Group April 2015 - Present
Tutelian & Company March 2013 - April 2015
Colliers-International September 2012 - March 2013
New York Life January 2012 - August 2012
Target November 2010 - December 2011
Target November 2010 - December 2011
Strings Restaurant August 2009 - November 2010
Strings Italian Café August 2009 - November 2010
Skills
Video, Editing, Film, Social Media, Social Networking, Social Media Marketing, Facebook, Photoshop, Adobe Creative Suite, Advertising, Mac, Photography, Graphic Design, Microsoft Office, Customer Service, Public Speaking
Education
California State University-Fresno 2008 — 2014
Bachelor's Degree, Business Administration, Real Estate and Urban Land Economics
Bernard Zweig's New York Life Experience January 1985 - Present
Job Agent, New York Life Insurance Company
Industry Financial Services
Experience
New York Life January 1985 - Present
Skills
Long-term Care, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Investments, Disability Insurance, Retirement, Financial Advisory, IRAs, Term Life Insurance, Long Term Care Insurance, Financial Services, Small Business, Estate Planning, Finance, Asset Management
Education
City University of New York-Brooklyn College 1966 — 1971
Economics
American College
CLU, ChFC, CLTC CASL
New York Life January 1985 - Present
Skills
Long-term Care, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Investments, Disability Insurance, Retirement, Financial Advisory, IRAs, Term Life Insurance, Long Term Care Insurance, Financial Services, Small Business, Estate Planning, Finance, Asset Management
Education
City University of New York-Brooklyn College 1966 — 1971
Economics
American College
CLU, ChFC, CLTC CASL
Steve Luke Steve Luke's New York Life Experience November 2008 - February 2015
Job Financial Services Professional at HealthMarkets
Industry Financial Services
Experience
HealthMarkets January 2014 - Present
New York Life November 2008 - February 2015
ComNet Financial 2007 - 2008
Wachovia Mortgage Corporation 2005 - 2007
Sovereign Bank 2004 - 2005
Wachovia Mortgage Corp. 1989 - 2004
Skills
Disability Insurance, Sales, Sales Operations, Management, Series 6, Team Building, Microsoft Excel, Time Management, Leadership, Financial Services, Risk Management, Mortgage Banking, Credit, Recruiting, Investments, B2B Consultative Sales, Sales & Marketing..., Strategic Planning, Marketing
Education
Cleveland State University 1977 — 1982
BA, Communications
HealthMarkets January 2014 - Present
New York Life November 2008 - February 2015
ComNet Financial 2007 - 2008
Wachovia Mortgage Corporation 2005 - 2007
Sovereign Bank 2004 - 2005
Wachovia Mortgage Corp. 1989 - 2004
Skills
Disability Insurance, Sales, Sales Operations, Management, Series 6, Team Building, Microsoft Excel, Time Management, Leadership, Financial Services, Risk Management, Mortgage Banking, Credit, Recruiting, Investments, B2B Consultative Sales, Sales & Marketing..., Strategic Planning, Marketing
Education
Cleveland State University 1977 — 1982
BA, Communications
Al Aldrete Al Aldrete's New York Life Experience June 2005 - October 2009
Job Rural Development Strategies (RDS)
Industry Government Relations
Experience
Rural Development Strategies (RDS) October 2012 - Present
County Fair Fashion Mall November 2011 - Present
Aldrete Enterprises April 2011 - Present
Yolo Family Service Agency October 2009 - Present
Winters Chamber of Commerce June 2010 - November 2011
Aldrete Financial November 2005 - November 2011
New York Life June 2005 - October 2009
Union Bank of California March 2000 - May 2005
UNION BANK OF CALIFORNIA January 1999 - January 2005
Skills
Financial Analysis, Budget Development, Business Planning, Business Strategy, Small Business, Analysis, Strategic Planning, Economic Development, Economics, Public Speaking, Microsoft Office, PowerPoint, Research, Leadership Development, Program Management, Public Relations, Nonprofits, Policy Analysis, Community Development, Community Outreach, Data Analysis, Social Media, Social Networking, Microsoft Excel, Volunteer Management, Strategic Financial..., Fundraising, Marketing, Market Research, Training, New Business Development, Workshop Facilitation, Political Campaigns
Education
California State University-Sacramento 2000 — 2002
BA, Economics
Davis Sr. High 1993 — 1996
Rural Development Strategies (RDS) October 2012 - Present
County Fair Fashion Mall November 2011 - Present
Aldrete Enterprises April 2011 - Present
Yolo Family Service Agency October 2009 - Present
Winters Chamber of Commerce June 2010 - November 2011
Aldrete Financial November 2005 - November 2011
New York Life June 2005 - October 2009
Union Bank of California March 2000 - May 2005
UNION BANK OF CALIFORNIA January 1999 - January 2005
Skills
Financial Analysis, Budget Development, Business Planning, Business Strategy, Small Business, Analysis, Strategic Planning, Economic Development, Economics, Public Speaking, Microsoft Office, PowerPoint, Research, Leadership Development, Program Management, Public Relations, Nonprofits, Policy Analysis, Community Development, Community Outreach, Data Analysis, Social Media, Social Networking, Microsoft Excel, Volunteer Management, Strategic Financial..., Fundraising, Marketing, Market Research, Training, New Business Development, Workshop Facilitation, Political Campaigns
Education
California State University-Sacramento 2000 — 2002
BA, Economics
Davis Sr. High 1993 — 1996
Randall LaDue, ChFC®, CFP®, MSFS's New York Life Experience July 2012 - February 2013
Job Managing Partner New York Life / Nylife Securities LLC Northwest Ohio
Industry Financial Services
Experience
New York Life / NYLIFE Securities LLC March 2013 - Present
New York Life July 2012 - February 2013
New York Life January 2002 - June 2012
New York Life January 1999 - December 2001
Skills
Sales Management, Recruiting, Agent Coaching, Agent Development, Agent Retention, Career Development, Coaching, Cross Functional Team..., Employee Training, Executive Coaching, Executive Management, Hands on Leader, Hiring, Job Coaching, Management, Mentoring, Operations Management, Organizational..., Personnel Recruiting, Process Improvement, Recruiting/Retention, Sales Force Development, Sales Operations, Sales Recruitment, Sales Training, Talent Management, Training & Development, Training Delivery, Training Facilitation, Leadership, Leadership Development, Leading Poeple
Education
The American College 2008 — 2009
Masters of Science, Financial Sevices
California State University-Fresno 1994 — 1998
Business, Finance
Tabernacle Christian Academy 1982 — 1994
New York Life / NYLIFE Securities LLC March 2013 - Present
New York Life July 2012 - February 2013
New York Life January 2002 - June 2012
New York Life January 1999 - December 2001
Skills
Sales Management, Recruiting, Agent Coaching, Agent Development, Agent Retention, Career Development, Coaching, Cross Functional Team..., Employee Training, Executive Coaching, Executive Management, Hands on Leader, Hiring, Job Coaching, Management, Mentoring, Operations Management, Organizational..., Personnel Recruiting, Process Improvement, Recruiting/Retention, Sales Force Development, Sales Operations, Sales Recruitment, Sales Training, Talent Management, Training & Development, Training Delivery, Training Facilitation, Leadership, Leadership Development, Leading Poeple
Education
The American College 2008 — 2009
Masters of Science, Financial Sevices
California State University-Fresno 1994 — 1998
Business, Finance
Tabernacle Christian Academy 1982 — 1994
Kanchan Thakur, CPA Kanchan Thakur, CPA's New York Life Experience September 2005 - February 2007
Job Senior Financial Analyst at Applied Materials
Industry Accounting
Experience
Vdopia Inc. May 2011 - May 2013
Ernst & Young LLP October 2008 - October 2010
Perry Smith LLP May 2007 - July 2007
New York Life September 2005 - February 2007
Skills
Accounting, Accounts Payable, Financial Reporting, Auditing, Accounts Receivable, Finance, Management, Forecasting, Invoicing, Revenue Recognition, GAAP
Education
California State University-Fresno
Bachelors of Science in Business Administration, Major Accounting; Certificate in Finance
Vdopia Inc. May 2011 - May 2013
Ernst & Young LLP October 2008 - October 2010
Perry Smith LLP May 2007 - July 2007
New York Life September 2005 - February 2007
Skills
Accounting, Accounts Payable, Financial Reporting, Auditing, Accounts Receivable, Finance, Management, Forecasting, Invoicing, Revenue Recognition, GAAP
Education
California State University-Fresno
Bachelors of Science in Business Administration, Major Accounting; Certificate in Finance
Daniele Sanna Daniele Sanna's New York Life Experience December 2011 - March 2013
Job Executive Assistant to CEO/Founder
Industry Civil Engineering
Experience
Civil Engineering March 2013 - Present
New York Life December 2011 - March 2013
Lifestyle Communities April 2011 - December 2011
Skills
Insurance, Life Insurance, Leadership, Client Service Oriented, Teamwork, Customer Service
Education
Capital University - School of Management 2005 — 2010
B.A., Leadership and Business Management
Civil Engineering March 2013 - Present
New York Life December 2011 - March 2013
Lifestyle Communities April 2011 - December 2011
Skills
Insurance, Life Insurance, Leadership, Client Service Oriented, Teamwork, Customer Service
Education
Capital University - School of Management 2005 — 2010
B.A., Leadership and Business Management
Gabriel Werra IT Recruiter Gabriel Werra IT Recruiter's New York Life Experience March 2009 - September 2009
Job Looking for the best in the Twin Cities. Is that you?
Industry Information Technology and Services
Experience
ITR Group February 2012 - Present
A.B.O. Productions 2011 - 2014
DIRT-E GIRL Lawn and Property Maintenance, LLC. September 2009 - 2012
New York Life March 2009 - September 2009
Wagner Sod and Irrigation March 2007 - September 2009
TierMed Sytems, Inc 2002 - 2004
Skills
Social Networking, Sourcing, Sales, Marketing, Web Design, Talent Acquisition, Management, Account Management, Applicant Tracking..., HTML 5, Retail, Adobe CS5.5 Design Suite, Hunting and Fishing..., Bear Hunting Outfitter, Trade Shows, Leadership, Project Management, Lead Generation, Databases, Logo Design, Brochure Development..., Photography, Lightroom, Photoshop, CSS3, Small Promotional..., Visual Media Marketing, Branding and Identity, Gantt Chart, WBS, Milestones, Project Estimation, PhotoMechanic, Story Boarding and..., Requirements Gathering, Digital Audio, Videography, Video Editing, Video Production, Recruiting, Cold Calling, Facebook, Training, CSS
Education
Century College 2011 — 2014
Associate's Degree, Visual Communications Technology
North High 1988 — 1992
ITR Group February 2012 - Present
A.B.O. Productions 2011 - 2014
DIRT-E GIRL Lawn and Property Maintenance, LLC. September 2009 - 2012
New York Life March 2009 - September 2009
Wagner Sod and Irrigation March 2007 - September 2009
TierMed Sytems, Inc 2002 - 2004
Skills
Social Networking, Sourcing, Sales, Marketing, Web Design, Talent Acquisition, Management, Account Management, Applicant Tracking..., HTML 5, Retail, Adobe CS5.5 Design Suite, Hunting and Fishing..., Bear Hunting Outfitter, Trade Shows, Leadership, Project Management, Lead Generation, Databases, Logo Design, Brochure Development..., Photography, Lightroom, Photoshop, CSS3, Small Promotional..., Visual Media Marketing, Branding and Identity, Gantt Chart, WBS, Milestones, Project Estimation, PhotoMechanic, Story Boarding and..., Requirements Gathering, Digital Audio, Videography, Video Editing, Video Production, Recruiting, Cold Calling, Facebook, Training, CSS
Education
Century College 2011 — 2014
Associate's Degree, Visual Communications Technology
North High 1988 — 1992
James Oates James Oates's New York Life Experience February 1990 - November 1996
Job Partner at Gemini Guns
Industry Sporting Goods
Experience
Gemini Guns January 2013 - Present
United First Financial January 2007 - July 2011
Victory Developments January 2000 - January 2004
Liberty Enterprises January 2000 - January 2004
Challenge U January 1998 - January 2004
Gemini Properties 2000 - 2004
New York Life February 1990 - November 1996
United States Marine Corps 1975 - 1987
Skills
Leadership, Training, Management, Sales, Investments, Finance, Budgets, Personal Development, Financial Services, Small Business, Time Management
Education
Novus University 2004 — 2006
J.D., Law
The American College 1993 — 1994
ChFC, Chartered Financial Consultant Professional Designation
The American College 1992 — 1993
CLU, Chartered Life Underwriter Professional Designation
Central Michigan University 1978 — 1980
M.A., Business Management
Cameron University 1971 — 1975
Bachelor of Arts (BA), Sociology
Gemini Guns January 2013 - Present
United First Financial January 2007 - July 2011
Victory Developments January 2000 - January 2004
Liberty Enterprises January 2000 - January 2004
Challenge U January 1998 - January 2004
Gemini Properties 2000 - 2004
New York Life February 1990 - November 1996
United States Marine Corps 1975 - 1987
Skills
Leadership, Training, Management, Sales, Investments, Finance, Budgets, Personal Development, Financial Services, Small Business, Time Management
Education
Novus University 2004 — 2006
J.D., Law
The American College 1993 — 1994
ChFC, Chartered Financial Consultant Professional Designation
The American College 1992 — 1993
CLU, Chartered Life Underwriter Professional Designation
Central Michigan University 1978 — 1980
M.A., Business Management
Cameron University 1971 — 1975
Bachelor of Arts (BA), Sociology
William Parker, CLTC, LUTCF's New York Life Experience 2006 - 2012
Job Financial Representative
Industry Financial Services
Experience
Lucidity Wealth Strategies March 2012 - September 2015
National Association of Insurance and Financial Advisors July 2013 - December 2013
National Association of Insurance and Financial Advisors July 2011 - June 2013
New York Life 2006 - 2012
Huguenot Energy 2005 - 2007
Skills
Financial Services, Strategic Leadership, Marine Operations, 401k, Import/Export Operations, Customer Experience, Business Process..., Asset Allocation, Risk Management, Mutual Funds, Fixed Annuities, Human Resources, Insurance, Investments, Disability Insurance, Estate Planning, Retirement, Life Insurance, Term Life Insurance, Charitable Gift Planning, IRAs, College Savings Plans, Buy-sell Agreements, Small Business, Long-term Care, Health Insurance, Whole Life, Trusts, Long Term Care Insurance, Universal Life, Series 6, Variable Annuities, Series 63, Heavy Equipment, Microsoft Office, Anti Money Laundering, Property & Casualty...
Education
Charleston Southern University 1996 — 2000
BS, Psychology
Summerville High School 1994 — 1995
Primary, Teenage Adolescense
Bishop England High School 1991 — 1993
Lucidity Wealth Strategies March 2012 - September 2015
National Association of Insurance and Financial Advisors July 2013 - December 2013
National Association of Insurance and Financial Advisors July 2011 - June 2013
New York Life 2006 - 2012
Huguenot Energy 2005 - 2007
Skills
Financial Services, Strategic Leadership, Marine Operations, 401k, Import/Export Operations, Customer Experience, Business Process..., Asset Allocation, Risk Management, Mutual Funds, Fixed Annuities, Human Resources, Insurance, Investments, Disability Insurance, Estate Planning, Retirement, Life Insurance, Term Life Insurance, Charitable Gift Planning, IRAs, College Savings Plans, Buy-sell Agreements, Small Business, Long-term Care, Health Insurance, Whole Life, Trusts, Long Term Care Insurance, Universal Life, Series 6, Variable Annuities, Series 63, Heavy Equipment, Microsoft Office, Anti Money Laundering, Property & Casualty...
Education
Charleston Southern University 1996 — 2000
BS, Psychology
Summerville High School 1994 — 1995
Primary, Teenage Adolescense
Bishop England High School 1991 — 1993
James Updegraff, M.Div. James Updegraff, M.Div.'s New York Life Experience September 2006 - January 2009
Job Military Chaplain
Industry Military
Experience
3-319th AFAR, DIVARTY, 82nd ABN DIV, U.S. Army August 2015 - Present
HHD,484th Movement Control Battalion/United States Army Reserve June 2012 - May 2015
Department of the Army June 2012 - September 2014
First Baptist Church December 2010 - February 2012
University of Phoenix August 2009 - November 2010
Heim, Young, and Associates January 2009 - August 2009
New York Life September 2006 - January 2009
Army National Guard September 2005 - December 2007
US Army November 1999 - November 2003
Skills
Government, Financial Reporting, Team Building, Strategic Planning, Public Speaking, Training & Development, Spiritual Formation, Counseling, Employee Training, Psychotherapy, Leadership, Process Analysis and..., Human Resources..., Letter Writing, Proofreading/Editing, Teaching/Instructing, Documenting/Record..., Leadership Development, Military, Policy, Management, Training, Conflict Resolution, Organizational..., Human Resources, Microsoft Office, Event Planning, Payroll, Coaching, Customer Service, Personnel Management, Employee Relations, Employee Benefits, Administration, Recruiting, Time Management, Sales, Operations Management
Education
Liberty University 2010 — 2013
Master of Divinity (M.Div.) - Military Chaplaincy, Theology, Counseling, Ministry
Missouri State University 2004 — 2006
Bachelor of Science (B.S.), Insurance/Risk Management
Campbell University 2000 — 2003
Associate of Arts (A.A.), Business
Glendale High School 1996 — 1999
3-319th AFAR, DIVARTY, 82nd ABN DIV, U.S. Army August 2015 - Present
HHD,484th Movement Control Battalion/United States Army Reserve June 2012 - May 2015
Department of the Army June 2012 - September 2014
First Baptist Church December 2010 - February 2012
University of Phoenix August 2009 - November 2010
Heim, Young, and Associates January 2009 - August 2009
New York Life September 2006 - January 2009
Army National Guard September 2005 - December 2007
US Army November 1999 - November 2003
Skills
Government, Financial Reporting, Team Building, Strategic Planning, Public Speaking, Training & Development, Spiritual Formation, Counseling, Employee Training, Psychotherapy, Leadership, Process Analysis and..., Human Resources..., Letter Writing, Proofreading/Editing, Teaching/Instructing, Documenting/Record..., Leadership Development, Military, Policy, Management, Training, Conflict Resolution, Organizational..., Human Resources, Microsoft Office, Event Planning, Payroll, Coaching, Customer Service, Personnel Management, Employee Relations, Employee Benefits, Administration, Recruiting, Time Management, Sales, Operations Management
Education
Liberty University 2010 — 2013
Master of Divinity (M.Div.) - Military Chaplaincy, Theology, Counseling, Ministry
Missouri State University 2004 — 2006
Bachelor of Science (B.S.), Insurance/Risk Management
Campbell University 2000 — 2003
Associate of Arts (A.A.), Business
Glendale High School 1996 — 1999
Dean Diaz's New York Life Experience March 2009 - Present
Job Financial Adviser with Axiom Financial and Insurance Solutions helping individuals and business owners
Industry Financial Services
Experience
Axiom Financial and Insurance Solutions December 2013 - Present
Eagle Strategies, LLC November 2013 - Present
New York Life March 2009 - Present
New York Life Insurance Company January 2011 - July 2013
CTX Mortgage October 2002 - January 2009
Citibank 1998 - 2002
Skills
Retirement Planning, Life Insurance, Investments, Financial Services, Mutual Funds, Risk Management, Finance, Fixed Annuities, Sales, Insurance, Retirement, Wealth Management, IRAs, Leadership, Long Term Care Insurance, 401k, New Business Development, Strategic Financial..., Estate Planning, Disability Insurance, Term Life Insurance, Securities, Financial Advisory, Strategic Planning, Series 63, Series 6, Wealth, Series 7, 401k Rollovers, Portfolio Management, Investment Advisory, Asset Management, Business Planning, Employee Benefits, Roth IRA, Qualified Retirement..., Licensed Life Insurance..., Key Person Protection, Pensions, College Savings Plans, Brokers, Protection..., Defined Benefit, Life, Retirement Savings, Buy-sell Agreements, 529 Plans, Client Confidentiality..., Wealth Preservation..., Retirement Income...
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2004
BS, Finance and Risk Management
Axiom Financial and Insurance Solutions December 2013 - Present
Eagle Strategies, LLC November 2013 - Present
New York Life March 2009 - Present
New York Life Insurance Company January 2011 - July 2013
CTX Mortgage October 2002 - January 2009
Citibank 1998 - 2002
Skills
Retirement Planning, Life Insurance, Investments, Financial Services, Mutual Funds, Risk Management, Finance, Fixed Annuities, Sales, Insurance, Retirement, Wealth Management, IRAs, Leadership, Long Term Care Insurance, 401k, New Business Development, Strategic Financial..., Estate Planning, Disability Insurance, Term Life Insurance, Securities, Financial Advisory, Strategic Planning, Series 63, Series 6, Wealth, Series 7, 401k Rollovers, Portfolio Management, Investment Advisory, Asset Management, Business Planning, Employee Benefits, Roth IRA, Qualified Retirement..., Licensed Life Insurance..., Key Person Protection, Pensions, College Savings Plans, Brokers, Protection..., Defined Benefit, Life, Retirement Savings, Buy-sell Agreements, 529 Plans, Client Confidentiality..., Wealth Preservation..., Retirement Income...
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2004
BS, Finance and Risk Management
Bryan Topelsohn Bryan Topelsohn's New York Life Experience June 2011 - Present
Job Investment Specialist at New York Life, CMFC
Industry Investment Management
Experience
New York Life June 2011 - Present
New York Life Insurance Company August 2005 - June 2011
MainStay Funds/New York Life Investment Management February 1999 - August 2005
AXA Equitable June 1996 - February 1999
Skills
Public Speaking, Integrity, Follow-through Skills, Series 6, Series 63, Series 7, Series 65, Texas, Oklahoma, New..., CMFC, Relationship Management, Creative Solutions, Customer Satisfaction, Life Insurance, Retirement Planning, Mutual Funds, Retirement, Financial Advisory, Asset Allocation, Variable Annuities, Investment Strategies, Wealth Accumulation, Financial Planners, Finance, IRAs, Wealth Management, Financial Services, Investment Advisory, 401k, 401k Rollovers, Financial Planning
Education
The American College 2011 — 2013
CLTC, Currently Attending
College for Financial Planning 2000 — 2001
CMFC
NYU, School of Continuing Education 1990 — 1991
Certificate Program, Real Estate Investment Analysis
Syracuse University - Maxwell School of Citizenship and Public Affairs 1984 — 1988
Bachelor of Arts (BA), Demography and Population Studies
New York Life June 2011 - Present
New York Life Insurance Company August 2005 - June 2011
MainStay Funds/New York Life Investment Management February 1999 - August 2005
AXA Equitable June 1996 - February 1999
Skills
Public Speaking, Integrity, Follow-through Skills, Series 6, Series 63, Series 7, Series 65, Texas, Oklahoma, New..., CMFC, Relationship Management, Creative Solutions, Customer Satisfaction, Life Insurance, Retirement Planning, Mutual Funds, Retirement, Financial Advisory, Asset Allocation, Variable Annuities, Investment Strategies, Wealth Accumulation, Financial Planners, Finance, IRAs, Wealth Management, Financial Services, Investment Advisory, 401k, 401k Rollovers, Financial Planning
Education
The American College 2011 — 2013
CLTC, Currently Attending
College for Financial Planning 2000 — 2001
CMFC
NYU, School of Continuing Education 1990 — 1991
Certificate Program, Real Estate Investment Analysis
Syracuse University - Maxwell School of Citizenship and Public Affairs 1984 — 1988
Bachelor of Arts (BA), Demography and Population Studies
Rhonda Tremaine Rhonda Tremaine's New York Life Experience 1979 - 1985
Job Senior Contract Associate at Prudential Financial and Partner at ENoetic Press
Industry Writing and Editing
Experience
Prudential Financial June 2015 - Present
ENoetic Press July 2012 - Present
Prudential Financial September 2013 - June 2015
Say Anything April 1997 - September 2013
American Express June 1995 - February 1996
Measurement, Inc. September 1993 - June 1995
Smith Sternau - A Marsh McLennan Company February 1985 - March 1986
New York Life 1979 - 1985
Skills
Blogging, Proofreading, Copywriting, Social Media, Web Content, Editing, Press Releases, Copy Editing, Newsletters, Research, Technical Writing, Ghostwriting, Books, Writing, Public Speaking, Freelance Writing, Feature Articles, Fiction, Creative Writing, Publications, Publishing, Content Writing, Published Author, Content Development, Speech Writing, Fact-checking, Event Planning
Education
City University of New York-Brooklyn College 1975 — 1979
BA, Sociology
Prudential Financial June 2015 - Present
ENoetic Press July 2012 - Present
Prudential Financial September 2013 - June 2015
Say Anything April 1997 - September 2013
American Express June 1995 - February 1996
Measurement, Inc. September 1993 - June 1995
Smith Sternau - A Marsh McLennan Company February 1985 - March 1986
New York Life 1979 - 1985
Skills
Blogging, Proofreading, Copywriting, Social Media, Web Content, Editing, Press Releases, Copy Editing, Newsletters, Research, Technical Writing, Ghostwriting, Books, Writing, Public Speaking, Freelance Writing, Feature Articles, Fiction, Creative Writing, Publications, Publishing, Content Writing, Published Author, Content Development, Speech Writing, Fact-checking, Event Planning
Education
City University of New York-Brooklyn College 1975 — 1979
BA, Sociology
Kyle Gardner, CRPC, AAMS, AWMA Kyle Gardner, CRPC, AAMS, AWMA's New York Life Experience May 2004 - April 2006
Job Vice President at Tennyson Capital Partners
Industry Financial Services
Experience
Tennyson Capital Partners, LLC January 2015 - Present
Texas Financial Resources January 2013 - Present
Nexus Advisors, LLC January 2010 - January 2013
Allstate Financial May 2006 - January 2010
New York Life May 2004 - April 2006
SawyerFoster Insurance Group May 2003 - August 2003
Legg Mason May 2001 - August 2001
Education
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor, Accredited Asset Management Specialist
University of Mississippi - School of Business Administration 1999 — 2004
BBA, Finance
Gulfport High
Tennyson Capital Partners, LLC January 2015 - Present
Texas Financial Resources January 2013 - Present
Nexus Advisors, LLC January 2010 - January 2013
Allstate Financial May 2006 - January 2010
New York Life May 2004 - April 2006
SawyerFoster Insurance Group May 2003 - August 2003
Legg Mason May 2001 - August 2001
Education
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor, Accredited Asset Management Specialist
University of Mississippi - School of Business Administration 1999 — 2004
BBA, Finance
Gulfport High
Dipali Patel, MBA Dipali Patel, MBA's New York Life Experience December 2007 - June 2013
Job
Industry Human Resources
Experience
New York Life December 2007 - June 2013
Reynard Corporation June 2011 - August 2011
UCI Medical Center September 2007 - November 2007
Hoag Hospital October 2006 - October 2006
University of Southern California October 2002 - March 2005
Education
California State University-Fullerton 2009 — 2011
MBA, Management
University of Southern California 2002 — 2006
Bachelors of Arts, Biological Sciences
New York Life December 2007 - June 2013
Reynard Corporation June 2011 - August 2011
UCI Medical Center September 2007 - November 2007
Hoag Hospital October 2006 - October 2006
University of Southern California October 2002 - March 2005
Education
California State University-Fullerton 2009 — 2011
MBA, Management
University of Southern California 2002 — 2006
Bachelors of Arts, Biological Sciences
Andrew Allen Andrew Allen's New York Life Experience September 1989 - July 1990
Job Director at Regeneron Pharmaceuticals, Inc.
Industry Information Technology and Services
Experience
Regeneron Pharmaceuticals, Inc. August 2015 - Present
Biogen July 2013 - August 2015
NYU Stern School of Business June 2008 - June 2013
Pfizer September 1998 - May 2008
Pace University September 1999 - May 2003
Digital Publishing Interactive May 1996 - December 1999
Health Management Systems 1990 - 1998
New York Life September 1989 - July 1990
Skills
Vendor Management, Business Intelligence, Leadership, IT Management, Start-ups, Information Technology, Management, IT Strategy, IT Service Management, Business Analysis, IT Operations, Program Management, Cross-functional Team..., Outsourcing, Strategic Planning, Business Process..., Strategy, E-commerce, Enterprise Software, Project Portfolio..., Risk Management, Pharmaceutical Industry
Education
New York University - Stern School of Business 1993 — 1996
MBA, Management & Information Technology
Colgate University 1985 — 1989
BA, Mathematics; Economics
Regeneron Pharmaceuticals, Inc. August 2015 - Present
Biogen July 2013 - August 2015
NYU Stern School of Business June 2008 - June 2013
Pfizer September 1998 - May 2008
Pace University September 1999 - May 2003
Digital Publishing Interactive May 1996 - December 1999
Health Management Systems 1990 - 1998
New York Life September 1989 - July 1990
Skills
Vendor Management, Business Intelligence, Leadership, IT Management, Start-ups, Information Technology, Management, IT Strategy, IT Service Management, Business Analysis, IT Operations, Program Management, Cross-functional Team..., Outsourcing, Strategic Planning, Business Process..., Strategy, E-commerce, Enterprise Software, Project Portfolio..., Risk Management, Pharmaceutical Industry
Education
New York University - Stern School of Business 1993 — 1996
MBA, Management & Information Technology
Colgate University 1985 — 1989
BA, Mathematics; Economics
Chris Huydic Chris Huydic's New York Life Experience 1998 - 2001
Job Vice President at Prudential
Industry Financial Services
Experience
Prudential October 2006 - Present
The Hartford 2001 - October 2006
New York Life 1998 - 2001
Skills
Vendor Management, SDLC, Process Improvement, Business Analysis, Financial Services, Insurance, Program Management, Project Management, Change Management, IT Strategy, Project Portfolio..., Strategic Planning, Relationship Management, Resource Management, PMO, Leadership, Business Process..., Enterprise Architecture, Executive Management, Integration, Management, Business Process..., Strategy, Business Intelligence, CRM, Cross-functional Team..., Business Process, Risk Management
Education
Southern Connecticut State University 1995 — 1997
Sixth Year Professional Diploma, Educational Leadership, 3.76
Central Connecticut State University 1992 — 1994
Master of Science, Technology Education, 4.0
Central Connecticut State University 1988 — 1992
Bachelor of Science, Technology Education, 3.74
Greater New Haven State Technical College 1986 — 1992
Associate of Science, Electrical Engineering Technology
Prudential October 2006 - Present
The Hartford 2001 - October 2006
New York Life 1998 - 2001
Skills
Vendor Management, SDLC, Process Improvement, Business Analysis, Financial Services, Insurance, Program Management, Project Management, Change Management, IT Strategy, Project Portfolio..., Strategic Planning, Relationship Management, Resource Management, PMO, Leadership, Business Process..., Enterprise Architecture, Executive Management, Integration, Management, Business Process..., Strategy, Business Intelligence, CRM, Cross-functional Team..., Business Process, Risk Management
Education
Southern Connecticut State University 1995 — 1997
Sixth Year Professional Diploma, Educational Leadership, 3.76
Central Connecticut State University 1992 — 1994
Master of Science, Technology Education, 4.0
Central Connecticut State University 1988 — 1992
Bachelor of Science, Technology Education, 3.74
Greater New Haven State Technical College 1986 — 1992
Associate of Science, Electrical Engineering Technology
Christina Haviland Christina Haviland's New York Life Experience May 2008 - July 2011
Job Senior Communications Consultant at ADP
Industry Outsourcing/Offshoring
Experience
ADP April 2012 - Present
John Hancock Financial Services July 2011 - April 2012
New York Life May 2008 - July 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 1992 - 2002
Skills
Marketing Communications, 401k, Financial Services, Internal Communications, Integrated Marketing, Strategic Communications, Marketing, Marketing Strategy, Strategic Planning, Business Planning, Budgets, Direct Mail, Segmentation, Customer Service, Research, Corporate Communications, New Business Development, Direct Marketing, Management
Education
Clark University 2006 — 2010
MBA, Marketing
University of Massachusetts, Amherst 1986 — 1990
BA, Economics
ADP April 2012 - Present
John Hancock Financial Services July 2011 - April 2012
New York Life May 2008 - July 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 1992 - 2002
Skills
Marketing Communications, 401k, Financial Services, Internal Communications, Integrated Marketing, Strategic Communications, Marketing, Marketing Strategy, Strategic Planning, Business Planning, Budgets, Direct Mail, Segmentation, Customer Service, Research, Corporate Communications, New Business Development, Direct Marketing, Management
Education
Clark University 2006 — 2010
MBA, Marketing
University of Massachusetts, Amherst 1986 — 1990
BA, Economics
Jeff Brandon, CFP® Jeff Brandon, CFP®'s New York Life Experience June 2001 - September 2003
Job Private Advisor, VP at BB&T Wealth
Industry Banking
Experience
BB&T October 2010 - Present
Wachovia Bank September 2003 - November 2010
New York Life June 2001 - September 2003
Milliken & Company March 1997 - January 2001
Skills
Credit, Investments, Banking, Risk Management, Insurance, Financial Planning, Retirement Planning, Estate Planning, Trusts, Financial Analysis, Series 7, Series 65, Strategic Financial..., Consumer Lending, Wealth Management, Finance, Financial Advisory, Financial Services, Wealth, Portfolio Management, Loans, Commercial Lending
Education
College for Financial Planning 2013 — 2015
CFP Certification Professional Education Program
Georgia Institute of Technology 1991 — 1997
Bachelor, Industrial Engineering with Co-op Work Study
BB&T October 2010 - Present
Wachovia Bank September 2003 - November 2010
New York Life June 2001 - September 2003
Milliken & Company March 1997 - January 2001
Skills
Credit, Investments, Banking, Risk Management, Insurance, Financial Planning, Retirement Planning, Estate Planning, Trusts, Financial Analysis, Series 7, Series 65, Strategic Financial..., Consumer Lending, Wealth Management, Finance, Financial Advisory, Financial Services, Wealth, Portfolio Management, Loans, Commercial Lending
Education
College for Financial Planning 2013 — 2015
CFP Certification Professional Education Program
Georgia Institute of Technology 1991 — 1997
Bachelor, Industrial Engineering with Co-op Work Study
Teresa Patrick, LUTCF's New York Life Experience July 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life July 2008 - Present
Bank of America Home Loans January 2008 - January 2009
Washington Mutual, Inc. March 2003 - September 2008
HSBC March 1990 - February 2003
Kaiser Marketing June 1989 - February 1990
Skills
Process Improvement, Outlook, Investments, Customer Service, Customer Relations, Bilingual-Spanish, Mortgage Lending
Education
California State University-Northridge
Bachelors, Business
New York Life July 2008 - Present
Bank of America Home Loans January 2008 - January 2009
Washington Mutual, Inc. March 2003 - September 2008
HSBC March 1990 - February 2003
Kaiser Marketing June 1989 - February 1990
Skills
Process Improvement, Outlook, Investments, Customer Service, Customer Relations, Bilingual-Spanish, Mortgage Lending
Education
California State University-Northridge
Bachelors, Business
Jason Miner's New York Life Experience 1997 - 2000
Job General Manager Domain.com / BuyDomains.com
Industry Internet
Experience
Endurance International Group September 2014 - Present
Namemedia.com November 2005 - September 2014
Reed Business September 2004 - November 2005
Monstermoving.com June 2000 - September 2004
New York Life 1997 - 2000
John Alden 1990 - 1997
Skills
Sales Management, SEM, PPC, E-commerce, CRM, Lead Generation, Strategy, Online Advertising, Management, SaaS, Product Management, Leadership, Strategic Partnerships, Web Analytics, Analytics, SEO, Web Development, Sales Operations, Entrepreneurship, Sales, Affiliate Marketing, Advertising, Social Media, Marketing Strategy, Strategic Planning, Online Marketing, Email Marketing, Digital Marketing, Salesforce.com
Education
Clark University
Endurance International Group September 2014 - Present
Namemedia.com November 2005 - September 2014
Reed Business September 2004 - November 2005
Monstermoving.com June 2000 - September 2004
New York Life 1997 - 2000
John Alden 1990 - 1997
Skills
Sales Management, SEM, PPC, E-commerce, CRM, Lead Generation, Strategy, Online Advertising, Management, SaaS, Product Management, Leadership, Strategic Partnerships, Web Analytics, Analytics, SEO, Web Development, Sales Operations, Entrepreneurship, Sales, Affiliate Marketing, Advertising, Social Media, Marketing Strategy, Strategic Planning, Online Marketing, Email Marketing, Digital Marketing, Salesforce.com
Education
Clark University
Edward Staats Edward Staats's New York Life Experience July 2008 - July 2009
Job Provider Relations Specialist at United Healthcare
Industry Pharmaceuticals
Experience
United Healthcare July 2009 - Present
New York Life July 2008 - July 2009
Bostwick Laboratories September 2007 - March 2008
Abbott Laboratories October 2006 - March 2007
Novartis Pharmaceuticals January 1996 - October 2006
Popeyes Chicken & Biscuits February 1995 - September 1995
Ciba-Geigy November 1992 - September 1994
United States Air Force July 1984 - December 1992
Skills
Leadership, Public Affairs, Customer Service, Pharmaceutical Sales, Logistics Management, Hospitals, Healthcare, Sales Operations, Dermatology, Gastroenterology, Training, Sales, Pharmaceutical Industry, Managed Care, Hospital Sales, Product Launch, Rheumatology, Strategic Planning, Management, Selling, Cold Calling, Neurology, Pediatrics, Urology, Cardiology, Account Management, Pulmonology, Cross-functional Team..., Psychiatry, Endocrinology, Orthopedic, OB/GYN, Sales Effectiveness, Medical Devices, Diabetes, Nephrology, Oncology, Pain Management, Sales Presentations, Negotiation, Employee Training, Allergy, CRM, Team Building, Building Relationships, Sales Management, Contract Negotiation, Business Planning, Infectious Diseases, Coaching
Education
Coe College 1977 — 1981
BA, Political Science
Nurnberg American High School 1975 — 1978
HS Diploma, General Studies
United Healthcare July 2009 - Present
New York Life July 2008 - July 2009
Bostwick Laboratories September 2007 - March 2008
Abbott Laboratories October 2006 - March 2007
Novartis Pharmaceuticals January 1996 - October 2006
Popeyes Chicken & Biscuits February 1995 - September 1995
Ciba-Geigy November 1992 - September 1994
United States Air Force July 1984 - December 1992
Skills
Leadership, Public Affairs, Customer Service, Pharmaceutical Sales, Logistics Management, Hospitals, Healthcare, Sales Operations, Dermatology, Gastroenterology, Training, Sales, Pharmaceutical Industry, Managed Care, Hospital Sales, Product Launch, Rheumatology, Strategic Planning, Management, Selling, Cold Calling, Neurology, Pediatrics, Urology, Cardiology, Account Management, Pulmonology, Cross-functional Team..., Psychiatry, Endocrinology, Orthopedic, OB/GYN, Sales Effectiveness, Medical Devices, Diabetes, Nephrology, Oncology, Pain Management, Sales Presentations, Negotiation, Employee Training, Allergy, CRM, Team Building, Building Relationships, Sales Management, Contract Negotiation, Business Planning, Infectious Diseases, Coaching
Education
Coe College 1977 — 1981
BA, Political Science
Nurnberg American High School 1975 — 1978
HS Diploma, General Studies
A. F. (Fil) Walden Walden A. F. (Fil) Walden Walden's New York Life Experience January 2008 - Present
Job Agent at New York Life (Greenville, SC)
Industry Insurance
Experience
New York Life January 2008 - Present
Agfa HealthCare, Inc (Greenville, SC) August 1983 - May 2007
DuPont August 1983 - December 1999
Education
Clark Atlanta University 1983 — 1985
MBA, Business
North Carolina Central University 1973 — 1977
BS, Biolgy
Albert Furillo Walden
New York Life January 2008 - Present
Agfa HealthCare, Inc (Greenville, SC) August 1983 - May 2007
DuPont August 1983 - December 1999
Education
Clark Atlanta University 1983 — 1985
MBA, Business
North Carolina Central University 1973 — 1977
BS, Biolgy
Albert Furillo Walden
Randy Boone Randy Boone's New York Life Experience Merchandising Manager / Acct. Exec.Columbus Foods2000 - 2006
Job Agent at New York Life
Industry Financial Services
Experience
New York Life Merchandising Manager / Acct. Exec.Columbus Foods2000 - 2006
Alpine Distribution 1987 - 2000
Education
Chapman University
New York Life Merchandising Manager / Acct. Exec.Columbus Foods2000 - 2006
Alpine Distribution 1987 - 2000
Education
Chapman University
Eric Wills's New York Life Experience June 2007 - March 2008
Job Associate at Donahue Davies LLP
Industry Legal Services
Experience
Donahue Davies LLP February 2015 - Present
Dreyer Babich Buccola Wood Campora, LLP August 2011 - January 2015
Providence Technology Group June 2011 - August 2011
Coggins Johnston, LLP November 2008 - January 2011
AAA Northern California, Nevada & Utah Insurance Exchange March 2008 - September 2008
New York Life June 2007 - March 2008
AMC Mortgage Services June 2006 - May 2007
E*TRADE October 2003 - April 2006
JC Penney November 1993 - December 2002
Skills
Access, Microsoft Office, Securities, Financial Analysis, Asset Protection, Legal Writing, Customer Service, Westlaw, Civil Litigation, Litigation, Mediation, Torts, Product Liability, Legal Research, Personal Injury, Notary Public, Customer Relations, Critical Thinking, Adaptive, Insurance Planning, Technical Writing, Sales Management, Account Management, Loan Servicing, Team Oriented, Product Support, Data Entry
Education
Lincoln Law School of Sacramento 2010 — 2014
Juris Doctor, Law
California State University-Sacramento 1995 — 2000
BS, Finance
Donahue Davies LLP February 2015 - Present
Dreyer Babich Buccola Wood Campora, LLP August 2011 - January 2015
Providence Technology Group June 2011 - August 2011
Coggins Johnston, LLP November 2008 - January 2011
AAA Northern California, Nevada & Utah Insurance Exchange March 2008 - September 2008
New York Life June 2007 - March 2008
AMC Mortgage Services June 2006 - May 2007
E*TRADE October 2003 - April 2006
JC Penney November 1993 - December 2002
Skills
Access, Microsoft Office, Securities, Financial Analysis, Asset Protection, Legal Writing, Customer Service, Westlaw, Civil Litigation, Litigation, Mediation, Torts, Product Liability, Legal Research, Personal Injury, Notary Public, Customer Relations, Critical Thinking, Adaptive, Insurance Planning, Technical Writing, Sales Management, Account Management, Loan Servicing, Team Oriented, Product Support, Data Entry
Education
Lincoln Law School of Sacramento 2010 — 2014
Juris Doctor, Law
California State University-Sacramento 1995 — 2000
BS, Finance
Charles Staley Charles Staley's New York Life Experience October 1996 - July 2008
Job Cartman at Cog Hill Golf Course
Industry Financial Services
Experience
Cog Hill Golf Course May 2014 - Present
Evolutionary and Adaptive Retirement Systems November 2011 - April 2013
Independent Contractor for Active Investment Managers October 2008 - November 2011
New York Life October 1996 - July 2008
Penn Mutual January 1988 - August 1993
Shearson Lehman Bros January 1986 - December 1987
Skills
Asset Managment, Microsoft Office, Retirement Planning, Investments, Insurance, Wealth Management, Strategic Financial..., Asset Allocation, Securities, Investment Strategies, Financial Services, Wealth, Relationship Management, Pensions, Fixed Annuities, Retirement, Financial Advisory, Investment Management, IRAs, Finance, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1965 — 1970
BS, Finance
Chicago State University 1972 — 1976
MS, Education
Cog Hill Golf Course May 2014 - Present
Evolutionary and Adaptive Retirement Systems November 2011 - April 2013
Independent Contractor for Active Investment Managers October 2008 - November 2011
New York Life October 1996 - July 2008
Penn Mutual January 1988 - August 1993
Shearson Lehman Bros January 1986 - December 1987
Skills
Asset Managment, Microsoft Office, Retirement Planning, Investments, Insurance, Wealth Management, Strategic Financial..., Asset Allocation, Securities, Investment Strategies, Financial Services, Wealth, Relationship Management, Pensions, Fixed Annuities, Retirement, Financial Advisory, Investment Management, IRAs, Finance, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1965 — 1970
BS, Finance
Chicago State University 1972 — 1976
MS, Education
David Isgett David Isgett's New York Life Experience March 2010 - May 2011
Job Annuity Sales Development
Industry Financial Services
Experience
American Benefit Services, Inc. March 2013 - Present
Private Practice, consultation January 2011 - Present
Self employed July 2011 - March 2013
New York Life Insurance Company May 2010 - July 2011
New York Life March 2010 - May 2011
VALIC February 1980 - June 2009
VALIC 1980 - 2009
Skills
Retirement Planning, Retirement Plans, Public Speaking, Series 6, Financial Planning, Investments, Annuities, IRA's, Retirement, Series 63, Mutual Funds, Financial Advisory, Long Term Care, Insurance, Disability Insurance, Series 7, Estate Planning, Wealth Management, Investment Advisory, Securities, Employee Benefits, Insurance Planning, Annuity, Portfolio Management, 401k, Wealth Accumulation, Retirement Income..., Term Life Insurance, 529 Plans, Wealth Transfer, Asset Management, Asset Allocation, Fixed Annuities, Wealth, Retirement Solutions, Investment Strategies, Charitable Giving, Pensions, Investment Products, FINRA, Stocks, Series 24, Risk Management, Asset Protection, Defined Benefit, IRAs, Strategic Financial..., Long-term Care, Life Insurance, Finance
Education
Lightsey School of Graduate Studies, College of Charleston 2002 — 2004
BA, Prerequisite Financial Studies for CFP, Certified
College of Charleston 1975 — 1979
B.A, English
Wake Forest University 1971 — 1972
American Benefit Services, Inc. March 2013 - Present
Private Practice, consultation January 2011 - Present
Self employed July 2011 - March 2013
New York Life Insurance Company May 2010 - July 2011
New York Life March 2010 - May 2011
VALIC February 1980 - June 2009
VALIC 1980 - 2009
Skills
Retirement Planning, Retirement Plans, Public Speaking, Series 6, Financial Planning, Investments, Annuities, IRA's, Retirement, Series 63, Mutual Funds, Financial Advisory, Long Term Care, Insurance, Disability Insurance, Series 7, Estate Planning, Wealth Management, Investment Advisory, Securities, Employee Benefits, Insurance Planning, Annuity, Portfolio Management, 401k, Wealth Accumulation, Retirement Income..., Term Life Insurance, 529 Plans, Wealth Transfer, Asset Management, Asset Allocation, Fixed Annuities, Wealth, Retirement Solutions, Investment Strategies, Charitable Giving, Pensions, Investment Products, FINRA, Stocks, Series 24, Risk Management, Asset Protection, Defined Benefit, IRAs, Strategic Financial..., Long-term Care, Life Insurance, Finance
Education
Lightsey School of Graduate Studies, College of Charleston 2002 — 2004
BA, Prerequisite Financial Studies for CFP, Certified
College of Charleston 1975 — 1979
B.A, English
Wake Forest University 1971 — 1972
Matthew Smithlin Matthew Smithlin's New York Life Experience August 2001 - Present
Job General Contractor Construction Management and Consulting
Industry Construction
Experience
Smithlin Construction March 2009 - Present
New York Life August 2001 - Present
Smithlin Consulting October 1992 - Present
Smithlin Construction October 1992 - Present
2006-2009 October 2006 - 2009
Southland Mortgage 2003 - 2007
Ameriquest Mortgage January 2001 - January 2003
Advanced Development and Investments January 1999 - January 2001
Valley Plating Works Inc January 1997 - January 1998
Skills
Budgets, Customer Service, Sales, Construction, Account Management, Salesforce.com, New Business Development, Sales Process
Education
California State University 1999 — 2001
Degree of Bachelors of Science, Business AdministrationOption; Finance
California State University-Northridge 1999 — 2001
bsba, Finance
Los Angeles Pierce College 1997 — 1999
Degree of Associate, ArtsLiberal Arts and Science, General
Smithlin Construction March 2009 - Present
New York Life August 2001 - Present
Smithlin Consulting October 1992 - Present
Smithlin Construction October 1992 - Present
2006-2009 October 2006 - 2009
Southland Mortgage 2003 - 2007
Ameriquest Mortgage January 2001 - January 2003
Advanced Development and Investments January 1999 - January 2001
Valley Plating Works Inc January 1997 - January 1998
Skills
Budgets, Customer Service, Sales, Construction, Account Management, Salesforce.com, New Business Development, Sales Process
Education
California State University 1999 — 2001
Degree of Bachelors of Science, Business AdministrationOption; Finance
California State University-Northridge 1999 — 2001
bsba, Finance
Los Angeles Pierce College 1997 — 1999
Degree of Associate, ArtsLiberal Arts and Science, General
Candace Lynn Womer, D.S.S. Candace Lynn Womer, D.S.S.'s New York Life Experience 1982 - Present
Job Applications Engineer
Industry Information Technology and Services
Experience
New York Life 1982 - Present
Insight Seminars 1990 - 2010
Skills
Troubleshooting, Process Improvement, Change Management, Disaster Recovery, Program Management, Project Management, Project Planning, Non-profits, Lotus Notes, Microsoft Excel, Microsoft Word, Analysis, Team Leadership, Software Documentation, Microsoft Office
Education
Peace Theological Seminary and College of Philosophy 1999 — 2007
Doctor of Spiritual Science - D.S.S., Spiritual Science
Cedar Crest College
Bachelor of Arts (B.A.), Psychology, Summa Cum Laude
Northampton Community College 1986 — 1989
Associate of Arts (A.A.), Liberal Arts
Raritan Valley Community College 1981 — 1983
Liberal Arts and Sciences, General Studies and Humanities
New York Life 1982 - Present
Insight Seminars 1990 - 2010
Skills
Troubleshooting, Process Improvement, Change Management, Disaster Recovery, Program Management, Project Management, Project Planning, Non-profits, Lotus Notes, Microsoft Excel, Microsoft Word, Analysis, Team Leadership, Software Documentation, Microsoft Office
Education
Peace Theological Seminary and College of Philosophy 1999 — 2007
Doctor of Spiritual Science - D.S.S., Spiritual Science
Cedar Crest College
Bachelor of Arts (B.A.), Psychology, Summa Cum Laude
Northampton Community College 1986 — 1989
Associate of Arts (A.A.), Liberal Arts
Raritan Valley Community College 1981 — 1983
Liberal Arts and Sciences, General Studies and Humanities
John Krajanowski John Krajanowski's New York Life Experience 1999 - 2001
Job Principal Consultant at JohnKay Consulting
Industry Consumer Goods
Experience
SEEKING NEXT OPPORTUNITY August 2015 - Present
JohnKay Consulting July 2014 - Present
Blue Ridge Growers February 2012 - September 2013
Green Terrafirma (US) Sales, Inc. June 2010 - October 2011
Hines Nurseries LLC August 2001 - December 2009
New York Life 1999 - 2001
Lifehelp Admin Services, TPA 1996 - 1999
Color Spot 1984 - 1996
Skills
Management, Sales, Strategy, Logistics, Forecasting, Sales Management, Supply Chain Management, Team Building, Strategic Planning, Operations Management, Customer Service, Business Planning, Key Account Management, Supply Chain, Procurement, Pricing, Business Strategy, Change Management, Leadership, Purchasing, Marketing, Sales Operations, Inventory Management, Merchandising, Retail, Project Planning, New Business Development, Negotiation, Account Management, Product Development, Budgets, Marketing Strategy
Education
California State University-Chico
BA
SEEKING NEXT OPPORTUNITY August 2015 - Present
JohnKay Consulting July 2014 - Present
Blue Ridge Growers February 2012 - September 2013
Green Terrafirma (US) Sales, Inc. June 2010 - October 2011
Hines Nurseries LLC August 2001 - December 2009
New York Life 1999 - 2001
Lifehelp Admin Services, TPA 1996 - 1999
Color Spot 1984 - 1996
Skills
Management, Sales, Strategy, Logistics, Forecasting, Sales Management, Supply Chain Management, Team Building, Strategic Planning, Operations Management, Customer Service, Business Planning, Key Account Management, Supply Chain, Procurement, Pricing, Business Strategy, Change Management, Leadership, Purchasing, Marketing, Sales Operations, Inventory Management, Merchandising, Retail, Project Planning, New Business Development, Negotiation, Account Management, Product Development, Budgets, Marketing Strategy
Education
California State University-Chico
BA
Ethan J. Stubbs's New York Life Experience August 2009 - August 2011
Job Director, Methods & Procedures at METRO PCS
Industry Telecommunications
Experience
METRO PCS February 2015 - Present
Metro PCS March 2012 - February 2015
MetroPCS August 2011 - March 2012
New York Life August 2009 - August 2011
Beneficial Financial Group March 2009 - August 2009
Sprint April 2004 - March 2009
Sprint August 2002 - April 2004
Skills
Leadership, Contract Management, Program Management, Strategic Partnerships, Strategy, Sales, Customer Retention, Management, Access, Account Management, Training, Sales Operations, Time Management, Selling, Human Resources, Customer Satisfaction, Small Business, B2B, Telecommunications, Forecasting, Vendor Management, Sales Management, Healthcare, Contract Negotiation, Customer Service, Solution Selling, Retail, Salesforce.com, Marketing, Competitive Analysis, Product Marketing, Direct Sales, Marketing Strategy, New Business Development, Team Building, Cross-functional Team..., Mobile Devices, Insurance, Sales Process, Team Leadership, Teamwork, Team Management, Retirement, Strategic Planning, Financial Services, Wireless, Product Management, Cold Calling, Business Development, Customer Experience
Education
California State University-San Bernardino - College of Business and Public Administration
Bachelors, Business Administration
University of Redlands
Masters of Business Administration, Finance
METRO PCS February 2015 - Present
Metro PCS March 2012 - February 2015
MetroPCS August 2011 - March 2012
New York Life August 2009 - August 2011
Beneficial Financial Group March 2009 - August 2009
Sprint April 2004 - March 2009
Sprint August 2002 - April 2004
Skills
Leadership, Contract Management, Program Management, Strategic Partnerships, Strategy, Sales, Customer Retention, Management, Access, Account Management, Training, Sales Operations, Time Management, Selling, Human Resources, Customer Satisfaction, Small Business, B2B, Telecommunications, Forecasting, Vendor Management, Sales Management, Healthcare, Contract Negotiation, Customer Service, Solution Selling, Retail, Salesforce.com, Marketing, Competitive Analysis, Product Marketing, Direct Sales, Marketing Strategy, New Business Development, Team Building, Cross-functional Team..., Mobile Devices, Insurance, Sales Process, Team Leadership, Teamwork, Team Management, Retirement, Strategic Planning, Financial Services, Wireless, Product Management, Cold Calling, Business Development, Customer Experience
Education
California State University-San Bernardino - College of Business and Public Administration
Bachelors, Business Administration
University of Redlands
Masters of Business Administration, Finance
Bob Clark, AIF® Bob Clark, AIF®'s New York Life Experience August 1997 - September 2001
Job Senior Vice President at Marsh & McLennan Agency, known locally as Bostonian Group
Industry Financial Services
Experience
Marsh & McLennan Agency March 2005 - Present
UBS January 2002 - March 2005
New York Life August 1997 - September 2001
CIGNA January 1996 - August 1997
CIGNA October 1987 - December 1995
Skills
401(k) plan consulting, Pension plan consulting, Investment consulting, Fiduciary Management, New Business Development, 403(b) plan consulting, Asset Allocation, Retirement, Investment Advisory..., Pensions, Retirement Plan..., Financial Services, Investments, Series 63, Mergers & Acquisitions, Series 7, Retirement Planning, Wealth Management, Insurance, Mutual Funds, Defined Contribution, Profit Sharing, 401k, Relationship Management, Series 6, Qualified Retirement..., Investment Advisory, ERISA, Defined Benefit, Securities, FINRA, Investment Management, Investment Strategies, Finance, Employee Benefits, Management
Education
Colby College 1977 — 1981
Bachelor of Arts, History
Suffield Academy 1973 — 1977
Marsh & McLennan Agency March 2005 - Present
UBS January 2002 - March 2005
New York Life August 1997 - September 2001
CIGNA January 1996 - August 1997
CIGNA October 1987 - December 1995
Skills
401(k) plan consulting, Pension plan consulting, Investment consulting, Fiduciary Management, New Business Development, 403(b) plan consulting, Asset Allocation, Retirement, Investment Advisory..., Pensions, Retirement Plan..., Financial Services, Investments, Series 63, Mergers & Acquisitions, Series 7, Retirement Planning, Wealth Management, Insurance, Mutual Funds, Defined Contribution, Profit Sharing, 401k, Relationship Management, Series 6, Qualified Retirement..., Investment Advisory, ERISA, Defined Benefit, Securities, FINRA, Investment Management, Investment Strategies, Finance, Employee Benefits, Management
Education
Colby College 1977 — 1981
Bachelor of Arts, History
Suffield Academy 1973 — 1977
Jack Brosch Jack Brosch's New York Life Experience August 2000 - 2004
Job SAP Report Writer Crystal Reports / BO (WEBI/DESKI)
Industry Information Technology and Services
Experience
Brosch Computer Service 1985 - Present
Wells Fargo August 2013 - January 2015
NC GOP 2012 - 2013
United States Congress November 2011 - November 2012
Mecklenburg GOP July 2010 - November 2011
American Majority 2010 - 2011
MetLife November 2004 - December 2008
Legacy Estate Services 2008 - 2008
New York Life August 2000 - 2004
Telespectrum March 1997 - September 1998
Skills
Analysis, Export, Business Analysis, Customer Relations, Salesforce.com, CRM software, FoxPro, Foxbase, Excel, Elections, Microsoft Excel, CRM, Leadership, Customer Service, Process Improvement, Strategic Planning, Crystal Reports, Training, Team Building, Management, Business Development, Team Leadership, Program Management, Public Speaking, Sales, Government, Marketing, Nonprofits, Fundraising, Business Intelligence, Budgets, Strategy, Entrepreneurship, Insurance, Social Media, Start-ups, Project Management, Networking, Account Management, Recruiting, Organizational..., Social Networking, Consulting, Human Resources, Management Consulting, Quality Assurance, Business Strategy, Vendor Management, Time Management, Microsoft SQL Server
Education
California State University-Sacramento 1984 — 1986
Bachelor of Arts (BA), Business/Management Information Services
Solano Community College 1980 — 1983
General Education, Business Administration and Management, General
Torrey Pines High School 1972 — 1976
Brosch Computer Service 1985 - Present
Wells Fargo August 2013 - January 2015
NC GOP 2012 - 2013
United States Congress November 2011 - November 2012
Mecklenburg GOP July 2010 - November 2011
American Majority 2010 - 2011
MetLife November 2004 - December 2008
Legacy Estate Services 2008 - 2008
New York Life August 2000 - 2004
Telespectrum March 1997 - September 1998
Skills
Analysis, Export, Business Analysis, Customer Relations, Salesforce.com, CRM software, FoxPro, Foxbase, Excel, Elections, Microsoft Excel, CRM, Leadership, Customer Service, Process Improvement, Strategic Planning, Crystal Reports, Training, Team Building, Management, Business Development, Team Leadership, Program Management, Public Speaking, Sales, Government, Marketing, Nonprofits, Fundraising, Business Intelligence, Budgets, Strategy, Entrepreneurship, Insurance, Social Media, Start-ups, Project Management, Networking, Account Management, Recruiting, Organizational..., Social Networking, Consulting, Human Resources, Management Consulting, Quality Assurance, Business Strategy, Vendor Management, Time Management, Microsoft SQL Server
Education
California State University-Sacramento 1984 — 1986
Bachelor of Arts (BA), Business/Management Information Services
Solano Community College 1980 — 1983
General Education, Business Administration and Management, General
Torrey Pines High School 1972 — 1976
Diane Englander Peyser's New York Life Experience July 1984 - October 2001
Job Legal Intern at John Jay Legal Services Inc.
Industry Legal Services
Experience
Pace University School of Law May 2014 - August 2014
Peyser Communications July 2008 - December 2012
Cashdan and Kane, PLLC July 2008 - August 2012
NJAPM 2008 - 2012
New York Life July 1984 - October 2001
Education
Pace University School of Law 2013 — 2015
Juris Doctor
New York University 2008 — 2009
French Translation
Montclair State University 2005 — 2007
M.A., French
Fairleigh Dickinson University 2001 — 2001
Cert., Paralegal Studies
City University of New York-Hunter College
B.A., Economics
Pace University School of Law May 2014 - August 2014
Peyser Communications July 2008 - December 2012
Cashdan and Kane, PLLC July 2008 - August 2012
NJAPM 2008 - 2012
New York Life July 1984 - October 2001
Education
Pace University School of Law 2013 — 2015
Juris Doctor
New York University 2008 — 2009
French Translation
Montclair State University 2005 — 2007
M.A., French
Fairleigh Dickinson University 2001 — 2001
Cert., Paralegal Studies
City University of New York-Hunter College
B.A., Economics
Kevin Harper Kevin Harper's New York Life Experience January 2008 - July 2012
Job Benefit Planning Counselor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
Merrill Lynch July 2012 - July 2014
New York Life January 2008 - July 2012
WSOC-TV Cox Broadcasting April 1998 - December 2007
WBT Carolina Panthers Radio 1995 - 1997
Skills
Insurance, Retirement Planning, Risk Management, Wealth Management, Funding, Financial Advisor, Long Term Care Insurance, Cash Management, Estate Planning, Investments, Banking, Credit and Lending, Solutions for Business, 401k, 401k Rollovers, Retirement, Financial Advisory, Financial Services, Leadership, Long-term Care, Mutual Funds, Small Business, Financial Planning, IRAs, Life Insurance, Portfolio Management, Disability Insurance, Variable Annuities
Education
Canisius College 1980 — 1985
BA, History
Principal Financial Group July 2014 - Present
Merrill Lynch July 2012 - July 2014
New York Life January 2008 - July 2012
WSOC-TV Cox Broadcasting April 1998 - December 2007
WBT Carolina Panthers Radio 1995 - 1997
Skills
Insurance, Retirement Planning, Risk Management, Wealth Management, Funding, Financial Advisor, Long Term Care Insurance, Cash Management, Estate Planning, Investments, Banking, Credit and Lending, Solutions for Business, 401k, 401k Rollovers, Retirement, Financial Advisory, Financial Services, Leadership, Long-term Care, Mutual Funds, Small Business, Financial Planning, IRAs, Life Insurance, Portfolio Management, Disability Insurance, Variable Annuities
Education
Canisius College 1980 — 1985
BA, History
Bernard Vincent (Ben) Tomaino, LUTCF's New York Life Experience May 2001 - August 2003
Job Financial Services Education Consultant
Industry Financial Services
Experience
Allstate Financial Services, LLC January 2015 - Present
Allstate Financial Services March 2014 - December 2014
Allstate Financial Services May 2009 - 2014
BNI January 2010 - December 2010
NAIFA 1981 - 2010
MetLife August 2005 - February 2007
MetLife August 2003 - August 2005
New York Life May 2001 - August 2003
Prudential Insurance February 1980 - December 2000
Prudential Financial 1980 - 2000
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, IRAs, Retirement Planning, Strategic Financial..., Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Recruiting, Long Term Care Insurance, Property & Casualty..., Series 6, Whole Life, Commercial Insurance, Investments, Series 7, Series 63, Universal Life, 401k, Estate Planning, Variable Annuities, 401k Rollovers, Wealth Accumulation, Roth IRA
Education
City University of New York-Herbert H. Lehman College 1975 — 1977
MS, Education
Iona College 1970 — 1974
BA, Sociology
Cardinal Spellman High School 1966 — 1970
High School, General
Allstate Financial Services, LLC January 2015 - Present
Allstate Financial Services March 2014 - December 2014
Allstate Financial Services May 2009 - 2014
BNI January 2010 - December 2010
NAIFA 1981 - 2010
MetLife August 2005 - February 2007
MetLife August 2003 - August 2005
New York Life May 2001 - August 2003
Prudential Insurance February 1980 - December 2000
Prudential Financial 1980 - 2000
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, IRAs, Retirement Planning, Strategic Financial..., Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Recruiting, Long Term Care Insurance, Property & Casualty..., Series 6, Whole Life, Commercial Insurance, Investments, Series 7, Series 63, Universal Life, 401k, Estate Planning, Variable Annuities, 401k Rollovers, Wealth Accumulation, Roth IRA
Education
City University of New York-Herbert H. Lehman College 1975 — 1977
MS, Education
Iona College 1970 — 1974
BA, Sociology
Cardinal Spellman High School 1966 — 1970
High School, General
Jennifer Corker Jennifer Corker's New York Life Experience July 2009 - June 2011
Job Quality Assurance Specialist at YMCA Retirement Fund
Industry Financial Services
Experience
YMCA Retirement Fund October 2013 - Present
New York Life Insurance Company July 2011 - November 2012
New York Life July 2009 - June 2011
New York Life May 1997 - November 2003
Telephone Counseling Center, TIAA-CREF June 1994 - April 1997
Skills
Auditing, Internal Controls, Management Consulting, Internal Audit, Microsoft Excel, Fixed Annuities, Business Process..., Insurance, Life Insurance, FINRA, Quality Assurance, Operations Management, Customer Service, Business Analysis, Process Improvement, Analysis, Project Management, Microsoft Office, Investments, Risk Management, Management, Budgets
Education
Capella University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
St. Bonaventure University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Management Sciences and Quantitative Methods
Pace University
MBA
YMCA Retirement Fund October 2013 - Present
New York Life Insurance Company July 2011 - November 2012
New York Life July 2009 - June 2011
New York Life May 1997 - November 2003
Telephone Counseling Center, TIAA-CREF June 1994 - April 1997
Skills
Auditing, Internal Controls, Management Consulting, Internal Audit, Microsoft Excel, Fixed Annuities, Business Process..., Insurance, Life Insurance, FINRA, Quality Assurance, Operations Management, Customer Service, Business Analysis, Process Improvement, Analysis, Project Management, Microsoft Office, Investments, Risk Management, Management, Budgets
Education
Capella University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
St. Bonaventure University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Management Sciences and Quantitative Methods
Pace University
MBA
Mike Clark, MBA Mike Clark, MBA's New York Life Experience July 2008 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life July 2008 - Present
New York Life July 2006 - September 2008
Rocklin Police Department September 2003 - July 2006
Concord Police Department January 2000 - September 2003
Skills
Leadership, Recruiting
Education
University of Phoenix 2003 — 2005
MBA, Economics and Finance
California State University-Sacramento 1995 — 1998
Criminal Justice, Law and Administration
Argonaut High School 1989 — 1993
Diploma
New York Life July 2008 - Present
New York Life July 2006 - September 2008
Rocklin Police Department September 2003 - July 2006
Concord Police Department January 2000 - September 2003
Skills
Leadership, Recruiting
Education
University of Phoenix 2003 — 2005
MBA, Economics and Finance
California State University-Sacramento 1995 — 1998
Criminal Justice, Law and Administration
Argonaut High School 1989 — 1993
Diploma
Timothy Self Timothy Self's New York Life Experience June 2011 - June 2012
Job Owner at Springfield Financial, LLC.
Industry Financial Services
Experience
Lions Clubs International June 2012 - Present
Springfield Financial, LLC. June 2013 - Present
Cornerstone Broker Insurance Services June 2012 - Present
Labyrinth Financial Services June 2012 - Present
InHealth Mutual November 2013 - Present
Mutual of Omaha June 2012 - June 2013
New York Life June 2011 - June 2012
H&R Block November 2009 - April 2010
Papa Johns July 2007 - January 2009
Skills
Disability Insurance, Term Life Insurance, Whole Life, Health Insurance, Critical Illness, IRAs, 401k, Mutual Funds, Annuities, Long Term Care, Business Overhead..., Retirement Planning, College Savings Plans, Employee Benefits, Medicare, Estate Planning, Universal Life, Life Insurance, Long-term Care, Underwriting, Fixed Annuities, Retirement, Insurance, Strategic Financial..., Personal Finance, Workers Compensation, Wealth Management, Financial Planners, Small Business, Long Term Care Insurance, Investments, Financial Advisory
Education
University of Phoenix 2014 — 2018
Bachelor's Degree, Finance, General
Word of Life Bible Institute 2002 — 2004
Certificate, Bible/Biblical Studies
Cedarville University
Accounting and Finance
Lions Clubs International June 2012 - Present
Springfield Financial, LLC. June 2013 - Present
Cornerstone Broker Insurance Services June 2012 - Present
Labyrinth Financial Services June 2012 - Present
InHealth Mutual November 2013 - Present
Mutual of Omaha June 2012 - June 2013
New York Life June 2011 - June 2012
H&R Block November 2009 - April 2010
Papa Johns July 2007 - January 2009
Skills
Disability Insurance, Term Life Insurance, Whole Life, Health Insurance, Critical Illness, IRAs, 401k, Mutual Funds, Annuities, Long Term Care, Business Overhead..., Retirement Planning, College Savings Plans, Employee Benefits, Medicare, Estate Planning, Universal Life, Life Insurance, Long-term Care, Underwriting, Fixed Annuities, Retirement, Insurance, Strategic Financial..., Personal Finance, Workers Compensation, Wealth Management, Financial Planners, Small Business, Long Term Care Insurance, Investments, Financial Advisory
Education
University of Phoenix 2014 — 2018
Bachelor's Degree, Finance, General
Word of Life Bible Institute 2002 — 2004
Certificate, Bible/Biblical Studies
Cedarville University
Accounting and Finance
Alex Blokh Alex Blokh's New York Life Experience September 2008 - August 2012
Job Senior Developer at OchZiff Capital Management
Industry Information Technology and Services
Experience
Och-Ziff Capital Management September 2012 - Present
New York Life September 2008 - August 2012
BlueMountain Capital Management September 2005 - July 2008
Christies 1999 - 2005
CoreCommerce 1996 - 1999
Skills
C#, SQL, Application Development, WPF, Silverlight, ASP.NET, T-SQL, .NET, Web Services, WCF, Microsoft SQL Server, Business Analysis, VB.NET, Software Development, SSIS, Trading Systems, Requirements Analysis, Databases, Crystal Reports, Agile Methodologies
Education
City University of New York-Brooklyn College 1993 — 1997
BS, Computer Science
Och-Ziff Capital Management September 2012 - Present
New York Life September 2008 - August 2012
BlueMountain Capital Management September 2005 - July 2008
Christies 1999 - 2005
CoreCommerce 1996 - 1999
Skills
C#, SQL, Application Development, WPF, Silverlight, ASP.NET, T-SQL, .NET, Web Services, WCF, Microsoft SQL Server, Business Analysis, VB.NET, Software Development, SSIS, Trading Systems, Requirements Analysis, Databases, Crystal Reports, Agile Methodologies
Education
City University of New York-Brooklyn College 1993 — 1997
BS, Computer Science
Alexander Vingardt Alexander Vingardt's New York Life Experience June 1999 - May 2000
Job Retiree. Raw food educator. Chocolatier. Yogi at World
Industry Investment Management
Experience
World August 2014 - Present
Bloomberg LP August 2012 - July 2014
Google February 2012 - August 2012
Elliott Management Corp May 2011 - November 2011
Interactive Brokers January 2009 - May 2011
Highbridge Capital Management February 2007 - April 2008
RiskMetrics Group May 2000 - May 2004
New York Life June 1999 - May 2000
Skills
Perl, PL/SQL, Informatica, Linux, SQL, ETL, Bash, TDD, Oracle SQL, Unix, Data Warehousing, Shell Scripting, Databases, Data Modeling, Database Design, Unix Shell Scripting, Performance Tuning, Database Development, SQL Tuning, Stored Procedures, SQL*Plus, Autosys, Software Development, Plan Execution, Database Administration, Oracle, Solaris, Sybase, Programming
Education
City University of New York-Brooklyn College 1997 — 2005
BS, Math, Comp Sci
Edward R. Murrow HS 1995 — 1997
World August 2014 - Present
Bloomberg LP August 2012 - July 2014
Google February 2012 - August 2012
Elliott Management Corp May 2011 - November 2011
Interactive Brokers January 2009 - May 2011
Highbridge Capital Management February 2007 - April 2008
RiskMetrics Group May 2000 - May 2004
New York Life June 1999 - May 2000
Skills
Perl, PL/SQL, Informatica, Linux, SQL, ETL, Bash, TDD, Oracle SQL, Unix, Data Warehousing, Shell Scripting, Databases, Data Modeling, Database Design, Unix Shell Scripting, Performance Tuning, Database Development, SQL Tuning, Stored Procedures, SQL*Plus, Autosys, Software Development, Plan Execution, Database Administration, Oracle, Solaris, Sybase, Programming
Education
City University of New York-Brooklyn College 1997 — 2005
BS, Math, Comp Sci
Edward R. Murrow HS 1995 — 1997
David Blessing David Blessing's New York Life Experience January 2012 - August 2012
Job Electronic Technician at NOAA: National Oceanic & Atmospheric Administration
Industry Human Resources
Experience
New York Life January 2012 - August 2012
U.S. Coast Guard August 2007 - August 2011
U.S. Coast Guard Recruiter School July 2003 - July 2007
U.S. Coast Guard July 2003 - July 2004
US Coast Guard 1986 - 2002
Skills
Public Speaking, Project Management, Recruiting, Management, Mediation, Human Resources, Instructor-led Training, Leadership Development, Change Management, Organizational..., EEO Investigations, EEO/AA Compliance, Course Management, Americans with..., Consultants, Performance Improvement, Training
Education
Northeastern University 2012 — 2013
Graduate Certificate, Human Resource Management, 3.96
Northeastern University 2011 — 2013
Master of Science, Project Management, 3.96
Charter Oak State College 2009 — 2011
Bachelor of Science, Organizational Leadership, 3.855
Defense Equal Opportunity Management Institute 2007 — 2007
Equal Opportunity Advisors
USCG Chiefs Academy
USCG Chiefs Academy
New York Life January 2012 - August 2012
U.S. Coast Guard August 2007 - August 2011
U.S. Coast Guard Recruiter School July 2003 - July 2007
U.S. Coast Guard July 2003 - July 2004
US Coast Guard 1986 - 2002
Skills
Public Speaking, Project Management, Recruiting, Management, Mediation, Human Resources, Instructor-led Training, Leadership Development, Change Management, Organizational..., EEO Investigations, EEO/AA Compliance, Course Management, Americans with..., Consultants, Performance Improvement, Training
Education
Northeastern University 2012 — 2013
Graduate Certificate, Human Resource Management, 3.96
Northeastern University 2011 — 2013
Master of Science, Project Management, 3.96
Charter Oak State College 2009 — 2011
Bachelor of Science, Organizational Leadership, 3.855
Defense Equal Opportunity Management Institute 2007 — 2007
Equal Opportunity Advisors
USCG Chiefs Academy
USCG Chiefs Academy
Tony Manteneri Tony Manteneri's New York Life Experience 1998 - 2003
Job IT Consultant at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company November 2013 - Present
Hudson News March 2004 - November 2013
New York Life 1998 - 2003
CPC International Inc. 1989 - 1997
Skills
Release Management, PowerShell Desired..., TFS, ASP.NET MVC, HTML5, CSS, Powershell, Agile Methodologies, Software Development, Program Management, Business Analysis, Databases, SDLC, Oracle, Software Documentation, Customer Service, XML, Unix, Access, T-SQL, Requirements Analysis, Project Management, Objective-C, Microsoft SQL Server, Visual Basic, iOS SWIFT, Business Process, iOS
Education
California State University-Fullerton
BS, Computer Science
New York Life Insurance Company November 2013 - Present
Hudson News March 2004 - November 2013
New York Life 1998 - 2003
CPC International Inc. 1989 - 1997
Skills
Release Management, PowerShell Desired..., TFS, ASP.NET MVC, HTML5, CSS, Powershell, Agile Methodologies, Software Development, Program Management, Business Analysis, Databases, SDLC, Oracle, Software Documentation, Customer Service, XML, Unix, Access, T-SQL, Requirements Analysis, Project Management, Objective-C, Microsoft SQL Server, Visual Basic, iOS SWIFT, Business Process, iOS
Education
California State University-Fullerton
BS, Computer Science
Michael McCaffrey CLTC, LUTCF's New York Life Experience 1987 - Present
Job Insurance and Investment Professional
Industry Insurance
Experience
McCaffrey Insurance Services February 1987 - Present
New York Life 1987 - Present
Simi Valley Chamber of Commerce January 2012 - February 2012
NAIFA-California July 2008 - June 2009
Skills
Disability Insurance, Group Benefits, Dental, 401k, Long Term Care, Annuities, Term Life Insurance, Long-term Care, Health Insurance, Fixed Annuities, Employee Benefits, Life Insurance, Estate Planning, Financial Planners, Financial Services, Property & Casualty..., Small Business, Commercial Insurance, Pensions, Insurance, Dentistry, Strategic Financial..., Retirement Planning, Investments, Retirement, Long Term Care Insurance, Whole Life, Universal Life, IRAs, Wealth Accumulation, Personal Finance, Roth IRA, Financial Advisory, Critical Illness, Mutual Funds, Wealth, Series 63, Finance, Wealth Management, Investment Advisory, Series 7, Series 6, Asset Allocation, Variable Annuities, Securities, Investment Strategies, Investment Management, 401k Rollovers, Wealth Management..., Retirement Plan...
Education
Cal State University Northridge 1977 — 1982
Bachelor's degree, Political Science and Government
California State University-Northridge 1977 — 1982
Bachelor of Arts, Political Science
McCaffrey Insurance Services February 1987 - Present
New York Life 1987 - Present
Simi Valley Chamber of Commerce January 2012 - February 2012
NAIFA-California July 2008 - June 2009
Skills
Disability Insurance, Group Benefits, Dental, 401k, Long Term Care, Annuities, Term Life Insurance, Long-term Care, Health Insurance, Fixed Annuities, Employee Benefits, Life Insurance, Estate Planning, Financial Planners, Financial Services, Property & Casualty..., Small Business, Commercial Insurance, Pensions, Insurance, Dentistry, Strategic Financial..., Retirement Planning, Investments, Retirement, Long Term Care Insurance, Whole Life, Universal Life, IRAs, Wealth Accumulation, Personal Finance, Roth IRA, Financial Advisory, Critical Illness, Mutual Funds, Wealth, Series 63, Finance, Wealth Management, Investment Advisory, Series 7, Series 6, Asset Allocation, Variable Annuities, Securities, Investment Strategies, Investment Management, 401k Rollovers, Wealth Management..., Retirement Plan...
Education
Cal State University Northridge 1977 — 1982
Bachelor's degree, Political Science and Government
California State University-Northridge 1977 — 1982
Bachelor of Arts, Political Science
Daniel Hay Daniel Hay's New York Life Experience December 2004 - June 2011
Job Driving Sales Initiatives by a defined Business Development process
Industry Information Technology and Services
Experience
UPS 2011 - Present
Vartopia May 2012 - March 2013
New York Life December 2004 - June 2011
Loftware January 2000 - January 2003
UPS July 1989 - January 2000
Skills
Enterprise Software, Account Management, Business Planning, Strategic Partnerships, Business Development, New Business Development, Channel, Start-ups, Key Account Management, Sales Process, Consultative Selling, Sales, Finance, Sales Management, Key Account Development, B2B, Contract Negotiation, Strategic Planning, SaaS, Event Planning, Corporate Events
Education
California State University-Northridge
BS, Finance
Harvard School
College Prep
UPS 2011 - Present
Vartopia May 2012 - March 2013
New York Life December 2004 - June 2011
Loftware January 2000 - January 2003
UPS July 1989 - January 2000
Skills
Enterprise Software, Account Management, Business Planning, Strategic Partnerships, Business Development, New Business Development, Channel, Start-ups, Key Account Management, Sales Process, Consultative Selling, Sales, Finance, Sales Management, Key Account Development, B2B, Contract Negotiation, Strategic Planning, SaaS, Event Planning, Corporate Events
Education
California State University-Northridge
BS, Finance
Harvard School
College Prep
Sudhir (Sudi) Jain Sudhir (Sudi) Jain's New York Life Experience June 2007 - 2008
Job IRA at Wells Fargo Advisors
Industry Semiconductors
Experience
Wells Fargo Advisors 2008 - Present
New York Life June 2007 - 2008
Texas Instruments Incorporated May 1980 - December 1996
Education
Chaudhary Charan Singh University 1970 — 1976
Chaudhary Charan Singh University 1969 — 1971
BS, Physics, Chemistry, Mathematics
Wells Fargo Advisors 2008 - Present
New York Life June 2007 - 2008
Texas Instruments Incorporated May 1980 - December 1996
Education
Chaudhary Charan Singh University 1970 — 1976
Chaudhary Charan Singh University 1969 — 1971
BS, Physics, Chemistry, Mathematics
Monica Escobar Rangel,CLTC, LUTCF's New York Life Experience October 2005 - May 2009
Job Financial Services Professional/Agency Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2005 - Present
New York Life Insurance Company May 2009 - October 2012
New York Life October 2005 - May 2009
Boy Scouts of America March 2003 - March 2006
New Age Graphics July 2001 - March 2003
Eagle Community Credit Union January 2001 - July 2001
Skills
Great People Skills, Team Building, Sales Management, Fundraising, Customer Relations, Employee Relations, Insurance, Public Speaking, Personal Development, Training & Development, Sales, Team Leadership, Leadership Development, Financial Planning, Strategic Financial..., Customer Service, Leadership, Public Relations, Marketing, Strategic Planning, Employee Benefits, Event Planning, Social Networking, Fixed Annuities, Retirement Planning, Small Business, Business Planning, Recruiting, Business Development, Human Resources, Long Term Care Insurance, Finance, Training, Disability Insurance, Long-term Care, Employee Training, Retirement, Financial Services, Management, Networking, Securities, Life Insurance
Education
California State University-Fullerton 1997 — 2002
B.A., Business and Communications
California State University-Fullerton 1997 — 2002
Bachelor of Arts, Communications and Business Administration
New York Life Insurance Company October 2005 - Present
New York Life Insurance Company May 2009 - October 2012
New York Life October 2005 - May 2009
Boy Scouts of America March 2003 - March 2006
New Age Graphics July 2001 - March 2003
Eagle Community Credit Union January 2001 - July 2001
Skills
Great People Skills, Team Building, Sales Management, Fundraising, Customer Relations, Employee Relations, Insurance, Public Speaking, Personal Development, Training & Development, Sales, Team Leadership, Leadership Development, Financial Planning, Strategic Financial..., Customer Service, Leadership, Public Relations, Marketing, Strategic Planning, Employee Benefits, Event Planning, Social Networking, Fixed Annuities, Retirement Planning, Small Business, Business Planning, Recruiting, Business Development, Human Resources, Long Term Care Insurance, Finance, Training, Disability Insurance, Long-term Care, Employee Training, Retirement, Financial Services, Management, Networking, Securities, Life Insurance
Education
California State University-Fullerton 1997 — 2002
B.A., Business and Communications
California State University-Fullerton 1997 — 2002
Bachelor of Arts, Communications and Business Administration
Asif Huda's New York Life Experience April 2001 - January 2007
Job Account Executive at XTOPOLY
Industry Marketing and Advertising
Experience
XTOPOLY July 2009 - Present
New York Life April 2001 - January 2007
Skills
Business Development, Marketing, SMS, Social Media Marketing, Marketing Strategy, Online Advertising, Advertising, Business Strategy, Digital Marketing, Digital Media, E-commerce, Email Marketing, Entrepreneurship, Event Management, Investments, Lead Generation, Leadership, Mobile Devices, Mobile Marketing, Negotiation, Online Marketing, Sales, Social Networking, Strategic Partnerships, Strategy
Education
Chapman University, The George L. Argyros School of Business and Economics
XTOPOLY July 2009 - Present
New York Life April 2001 - January 2007
Skills
Business Development, Marketing, SMS, Social Media Marketing, Marketing Strategy, Online Advertising, Advertising, Business Strategy, Digital Marketing, Digital Media, E-commerce, Email Marketing, Entrepreneurship, Event Management, Investments, Lead Generation, Leadership, Mobile Devices, Mobile Marketing, Negotiation, Online Marketing, Sales, Social Networking, Strategic Partnerships, Strategy
Education
Chapman University, The George L. Argyros School of Business and Economics
DeJuan Tetter DeJuan Tetter's New York Life Experience February 2015 - Present
Job Licensed Agent at New York Life
Industry Financial Services
Experience
New York Life February 2015 - Present
T-Mobile February 2014 - February 2015
Us Cellular May 2007 - June 2012
Melanie Fitness Center February 2002 - June 2012
Skills
Sales, Investments, Life Insurance, Leadership, Microsoft Office, Insurance, Finance
Education
Chicago State University 1997 — 1999
Business, Management, Marketing, and Related Support Services
New York Life February 2015 - Present
T-Mobile February 2014 - February 2015
Us Cellular May 2007 - June 2012
Melanie Fitness Center February 2002 - June 2012
Skills
Sales, Investments, Life Insurance, Leadership, Microsoft Office, Insurance, Finance
Education
Chicago State University 1997 — 1999
Business, Management, Marketing, and Related Support Services
Thomas Ahern Thomas Ahern's New York Life Experience January 2010 - August 2010
Job Director of Planning Services at Creative Capital Wealth Management Group
Industry Financial Services
Experience
Creative Capital Wealth Management Group November 2012 - Present
New York Life January 2010 - August 2010
Harvest Group Financial Services December 2008 - January 2010
UBS Financial Services August 2005 - October 2008
Skills
Insurance, Series 7, Series 66, Life and Health License, Passed CFP Exam in..., Portfolio Management, Financial Services, Financial Advisory, Life Insurance, Wealth Management, Mutual Funds, Retirement Planning, Series 63, Investment Advisory, Retirement, Asset Allocation, Business Development, Securities, Investments
Education
Chadron State College 1974 — 1978
bachelor of arts, business administration
Creative Capital Wealth Management Group November 2012 - Present
New York Life January 2010 - August 2010
Harvest Group Financial Services December 2008 - January 2010
UBS Financial Services August 2005 - October 2008
Skills
Insurance, Series 7, Series 66, Life and Health License, Passed CFP Exam in..., Portfolio Management, Financial Services, Financial Advisory, Life Insurance, Wealth Management, Mutual Funds, Retirement Planning, Series 63, Investment Advisory, Retirement, Asset Allocation, Business Development, Securities, Investments
Education
Chadron State College 1974 — 1978
bachelor of arts, business administration
Roger A. Silvera, LUTCF's New York Life Experience 2001 - 2005
Job Helping Progessive Entrepreneurs in Areas of Asset Protection, Safe Money Strategies and Retirement/Estate Planning
Industry Insurance
Experience
American Classic Agency July 2014 - Present
Live Life with Purpose Wealth Partners Inc. March 2011 - Present
Live Life with Purpose Wealth Group LLC d/b/a LLWP Marketing Group December 2008 - Present
Levin Financial Group: Mass Mutual March 2005 - July 2006
New York Life 2001 - 2005
Skills
Insurance, Disability Insurance, Retirement, Strategic Planning, Investments, Entrepreneurship, Long-term Care, Training, Small Business, Public Speaking, Sales, Wealth, Succession Planning, Advertising
Education
The American College 2003 — 2004
LUTCF
Coe College 1995 — 1999
BA
American Classic Agency July 2014 - Present
Live Life with Purpose Wealth Partners Inc. March 2011 - Present
Live Life with Purpose Wealth Group LLC d/b/a LLWP Marketing Group December 2008 - Present
Levin Financial Group: Mass Mutual March 2005 - July 2006
New York Life 2001 - 2005
Skills
Insurance, Disability Insurance, Retirement, Strategic Planning, Investments, Entrepreneurship, Long-term Care, Training, Small Business, Public Speaking, Sales, Wealth, Succession Planning, Advertising
Education
The American College 2003 — 2004
LUTCF
Coe College 1995 — 1999
BA
Melissa McCrery's New York Life Experience 2000 - 2001
Job Health & Wellness Professional
Industry Executive Office
Experience
Uncorked Health & Wellness January 2015 - Present
Triune Health & Wellness January 2015 - Present
Countrywide Bank October 2007 - November 2008
Bank of America 2008 - 2008
Countrywide Bank, FSB 2007 - 2008
Wells Fargo 2005 - 2007
Strategic Solutions January 2001 - December 2004
New York Life 2000 - 2001
Skills
New Business Development, Leadership Development, Management, Sales Management, FHA, Customer Service, Leadership, Sales, Nonprofits, Banking, Small Business, Finance, Public Speaking, Team Management, Account Management, Strategic Planning, Team Building, Coaching, Marketing, Microsoft Office, Training, Entrepreneurship, Business Development, Program Management
Education
Academy of Health Science 2014 — 2015
Nutritional Therapy, Health and Wellness, General
California State University, Fresno 1988 — 1993
Business
ISSA 1989 — 1990
Certified personal trainer, Fitness
School of Supernatural Ministry
Certificate, Divinity/Ministry
Uncorked Health & Wellness January 2015 - Present
Triune Health & Wellness January 2015 - Present
Countrywide Bank October 2007 - November 2008
Bank of America 2008 - 2008
Countrywide Bank, FSB 2007 - 2008
Wells Fargo 2005 - 2007
Strategic Solutions January 2001 - December 2004
New York Life 2000 - 2001
Skills
New Business Development, Leadership Development, Management, Sales Management, FHA, Customer Service, Leadership, Sales, Nonprofits, Banking, Small Business, Finance, Public Speaking, Team Management, Account Management, Strategic Planning, Team Building, Coaching, Marketing, Microsoft Office, Training, Entrepreneurship, Business Development, Program Management
Education
Academy of Health Science 2014 — 2015
Nutritional Therapy, Health and Wellness, General
California State University, Fresno 1988 — 1993
Business
ISSA 1989 — 1990
Certified personal trainer, Fitness
School of Supernatural Ministry
Certificate, Divinity/Ministry
Adam Riley's New York Life Experience March 2007 - March 2008
Job Account Manager at Randstad Technologies
Industry Information Technology and Services
Experience
Randstad Technologies US June 2013 - Present
Randstad Technologies US August 2012 - June 2013
Randstad Technologies US January 2011 - August 2012
Sapphire Technologies July 2008 - December 2010
New York Life March 2007 - March 2008
Skills
Technical Recruiting, Staff Augmentation, Permanent Placement, Networking, Social Networking, IT Solutions, SharePoint, SDLC, Internet Recruiting, Talent Management, Information Technology, Recruiting, Staffing Services, Applicant Tracking..., Contract Recruitment, Interviews
Education
Coastal Carolina University 2002 — 2006
B.S., Business Management
Randstad Technologies US June 2013 - Present
Randstad Technologies US August 2012 - June 2013
Randstad Technologies US January 2011 - August 2012
Sapphire Technologies July 2008 - December 2010
New York Life March 2007 - March 2008
Skills
Technical Recruiting, Staff Augmentation, Permanent Placement, Networking, Social Networking, IT Solutions, SharePoint, SDLC, Internet Recruiting, Talent Management, Information Technology, Recruiting, Staffing Services, Applicant Tracking..., Contract Recruitment, Interviews
Education
Coastal Carolina University 2002 — 2006
B.S., Business Management
Ivan Nelson Ivan Nelson's New York Life Experience 1998 - 2000
Job Head of Video Production and Programming | Executive Producer
Industry Online Media
Experience
Motivideos April 2012 - Present
Sanofi September 2009 - March 2012
Sanofi-aventis September 2007 - September 2009
Sanofi-aventis November 2000 - August 2007
New York Life 1998 - 2000
Various Clients September 1995 - September 1998
Skills
Video Production, Video, Digital Marketing, Digital Media, Corporate Communications, Strategy, Television, Creative Direction, Video Editing, Marketing Communications, Pharmaceutical Industry, Content Development, Post Production, Broadcast, Product Launch, Strategic Communications
Education
City University of New York-Hunter College 1988 — 1991
BA, Film Productions & Honors Curriculum
Motivideos April 2012 - Present
Sanofi September 2009 - March 2012
Sanofi-aventis September 2007 - September 2009
Sanofi-aventis November 2000 - August 2007
New York Life 1998 - 2000
Various Clients September 1995 - September 1998
Skills
Video Production, Video, Digital Marketing, Digital Media, Corporate Communications, Strategy, Television, Creative Direction, Video Editing, Marketing Communications, Pharmaceutical Industry, Content Development, Post Production, Broadcast, Product Launch, Strategic Communications
Education
City University of New York-Hunter College 1988 — 1991
BA, Film Productions & Honors Curriculum
John Pinelli John Pinelli's New York Life Experience June 2009 - December 2010
Job solar project manager
Industry Renewables & Environment
Experience
Energy remodeling March 2015 - Present
Shamabhala Healing Center January 2011 - March 2015
New York Life June 2009 - December 2010
Northwestern Mutual June 2008 - March 2009
Tahoe Donner 2003 - 2008
Skills
Customer Service, Sales, Microsoft Office, Leadership, Social Media, Microsoft Excel, Public Speaking, Social Networking, Retirement Planning, Financial Planning
Education
California State University-Chico 2005 — 2008
BS, Finance
West Valley College 2003 — 2005
General Education
Energy remodeling March 2015 - Present
Shamabhala Healing Center January 2011 - March 2015
New York Life June 2009 - December 2010
Northwestern Mutual June 2008 - March 2009
Tahoe Donner 2003 - 2008
Skills
Customer Service, Sales, Microsoft Office, Leadership, Social Media, Microsoft Excel, Public Speaking, Social Networking, Retirement Planning, Financial Planning
Education
California State University-Chico 2005 — 2008
BS, Finance
West Valley College 2003 — 2005
General Education
Afaaley Djarbeng Afaaley Djarbeng's New York Life Experience February 2005 - December 2005
Job Senior Programmer Analyst at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt December 2011 - Present
Aon Hewitt May 2008 - December 2011
Hewitt Associates February 2006 - April 2008
New York Life February 2005 - December 2005
Skills
SDLC, SAS, DB2, Java, Data Modeling, SQL, Data Warehousing, Requirements Analysis, Requirements Gathering, Project Management, Data Analysis, Business Analysis, User Acceptance Testing, Sybase, Predictive Analytics, Project Implementation, Reverse Engineering
Education
New Jersey Institute of Technology 2010 — 2012
MS, Information Systems, focus on Data Management and Business Decision Making
City University of New York City College 2000 — 2005
BE, Computer engineering
Aon Hewitt December 2011 - Present
Aon Hewitt May 2008 - December 2011
Hewitt Associates February 2006 - April 2008
New York Life February 2005 - December 2005
Skills
SDLC, SAS, DB2, Java, Data Modeling, SQL, Data Warehousing, Requirements Analysis, Requirements Gathering, Project Management, Data Analysis, Business Analysis, User Acceptance Testing, Sybase, Predictive Analytics, Project Implementation, Reverse Engineering
Education
New Jersey Institute of Technology 2010 — 2012
MS, Information Systems, focus on Data Management and Business Decision Making
City University of New York City College 2000 — 2005
BE, Computer engineering
Evelyn Chismar Evelyn Chismar's New York Life Experience July 2004 - December 2006
Job Principal Employee Benefits Coordinator
Industry Financial Services
Experience
NIA National Insurance Agency, Inc. January 2008 - Present
Corporate Insurance Broker January 2004 - Present
AAA November 2010 - June 2012
New York Life July 2004 - December 2006
Skills
Consulting, Customer Service, Employee Benefits, Insurance, Investments, Life Insurance, Marketing, Marketing Strategy, New Business Development, Retirement, Retirement Planning, Risk Management, Sales, Fixed Annuities, Leadership, Management, Small Business, Team Building, Negotiation, Business Development, Microsoft Office, Strategic Planning, Public Speaking, Online Marketing, Term Life Insurance
Education
CSU Stanislaus 2008 — 2010
Some College, Biology
NIA National Insurance Agency, Inc. January 2008 - Present
Corporate Insurance Broker January 2004 - Present
AAA November 2010 - June 2012
New York Life July 2004 - December 2006
Skills
Consulting, Customer Service, Employee Benefits, Insurance, Investments, Life Insurance, Marketing, Marketing Strategy, New Business Development, Retirement, Retirement Planning, Risk Management, Sales, Fixed Annuities, Leadership, Management, Small Business, Team Building, Negotiation, Business Development, Microsoft Office, Strategic Planning, Public Speaking, Online Marketing, Term Life Insurance
Education
CSU Stanislaus 2008 — 2010
Some College, Biology
Tom Harmon Tom Harmon's New York Life Experience March 1990 - February 2010
Job Chief Accountability Officer
Industry Health, Wellness and Fitness
Experience
Peerstars, LLC February 2015 - Present
Sin City Vapor December 2009 - Present
New York Life March 1990 - February 2010
MGM Mirage, Venetian, & Station Casinos April 1978 - October 2009
Rapport Leadership International March 1999 - February 2006
Skills
Fitness, Coaching, Team Building, Small Business, Leadership Development, Nutrition, Leadership, Training, Personal Development, Public Speaking, Employee Benefits, Time Management, Marketing, Management, Organizational..., Employee Training, Insurance, Customer Service, Sales, Event Management, Hospitality, Strategic Planning, Performance Management, Budgets, Recruiting, Succession Planning, Marketing Strategy
Education
San Diego State University-California State University 1972 — 1974
Business Management
San Diego Mesa College 1971 — 1972
Hotel Management
California State University-Monterey Bay 1968 — 1970
Monterey Peninsula College 1968 — 1969
Peerstars, LLC February 2015 - Present
Sin City Vapor December 2009 - Present
New York Life March 1990 - February 2010
MGM Mirage, Venetian, & Station Casinos April 1978 - October 2009
Rapport Leadership International March 1999 - February 2006
Skills
Fitness, Coaching, Team Building, Small Business, Leadership Development, Nutrition, Leadership, Training, Personal Development, Public Speaking, Employee Benefits, Time Management, Marketing, Management, Organizational..., Employee Training, Insurance, Customer Service, Sales, Event Management, Hospitality, Strategic Planning, Performance Management, Budgets, Recruiting, Succession Planning, Marketing Strategy
Education
San Diego State University-California State University 1972 — 1974
Business Management
San Diego Mesa College 1971 — 1972
Hotel Management
California State University-Monterey Bay 1968 — 1970
Monterey Peninsula College 1968 — 1969
Eddy Gifford, CFP® Eddy Gifford, CFP®'s New York Life Experience January 2005 - December 2006
Job Gifford Planning Strategies
Industry Financial Services
Experience
Gifford Planning Strategies (Formerly The Gifford Group, LLC) May 2009 - Present
Beacon Retirement Planning Group January 2007 - May 2009
New York Life January 2005 - December 2006
California State University, Fresno August 2003 - May 2005
Skills
Long Term Care, Financial Planning, Annuities, IRA's, Business Planning, Financial Analysis, Tax, Mutual Funds, Non-legal Estate...
Education
San Diego State University-California State University 2008 — 2011
MSBA/MBA, Financial and Tax Planning
California State University, Fresno 1998 — 2005
B.A., Mathematics
California State University-Fresno 1998 — 2005
B.S., Business Administration, Finance
Gifford Planning Strategies (Formerly The Gifford Group, LLC) May 2009 - Present
Beacon Retirement Planning Group January 2007 - May 2009
New York Life January 2005 - December 2006
California State University, Fresno August 2003 - May 2005
Skills
Long Term Care, Financial Planning, Annuities, IRA's, Business Planning, Financial Analysis, Tax, Mutual Funds, Non-legal Estate...
Education
San Diego State University-California State University 2008 — 2011
MSBA/MBA, Financial and Tax Planning
California State University, Fresno 1998 — 2005
B.A., Mathematics
California State University-Fresno 1998 — 2005
B.S., Business Administration, Finance
Jennifer Alberto Jennifer Alberto's New York Life Experience December 2012 - December 2013
Job Marketing and Events Coordinator
Industry Marketing and Advertising
Experience
New York Life December 2012 - December 2013
City of Brea December 2010 - December 2012
City of Brea September 2007 - December 2010
Amicable Homecare, Inc June 2006 - August 2007
Skills
Email Marketing, Public Speaking, Social Media Marketing, Marketing Strategy, Leadership, Event Planning, Community Outreach, Event Management, Teamwork, Team Management, Cross-functional Team..., Fitness Instruction, Direct Marketing, Presentations, Multi Tasking, Social Media
Education
California State University-Fullerton 2007 — 2009
Bachelor's degree, Business Administration - Marketing
New York Life December 2012 - December 2013
City of Brea December 2010 - December 2012
City of Brea September 2007 - December 2010
Amicable Homecare, Inc June 2006 - August 2007
Skills
Email Marketing, Public Speaking, Social Media Marketing, Marketing Strategy, Leadership, Event Planning, Community Outreach, Event Management, Teamwork, Team Management, Cross-functional Team..., Fitness Instruction, Direct Marketing, Presentations, Multi Tasking, Social Media
Education
California State University-Fullerton 2007 — 2009
Bachelor's degree, Business Administration - Marketing
gari (Grubbs) Taylor gari (Grubbs) Taylor's New York Life Experience January 1996 - August 1998
Job Skilled nursing, Inventor, ranching.
Industry Medical Practice
Experience
Nursefinders May 2005 - Present
Department of Veterans Affairs January 2004 - January 2005
New York life January 1996 - August 1998
Sw bell tel January 1978 - August 1980
Skills
Small Business, Entrepreneurship, Strategic Planning, Agriculture, Equestrian, Start-ups, Coaching, Public Relations, Business Strategy, New Business Development, Marketing, Ranch, Agribusiness, IV
Education
Demarge College 2002 — 2004
nursing, lpn, top 5 in class
Cameron University 1999 — 2001
Associate of Science (AS), Biology/Biological Sciences, General
Cameron University 1998 — 2001
Nurse, Behavioral Sciences
Westark cc 1996 — 1998
General, Psychology
Nursefinders May 2005 - Present
Department of Veterans Affairs January 2004 - January 2005
New York life January 1996 - August 1998
Sw bell tel January 1978 - August 1980
Skills
Small Business, Entrepreneurship, Strategic Planning, Agriculture, Equestrian, Start-ups, Coaching, Public Relations, Business Strategy, New Business Development, Marketing, Ranch, Agribusiness, IV
Education
Demarge College 2002 — 2004
nursing, lpn, top 5 in class
Cameron University 1999 — 2001
Associate of Science (AS), Biology/Biological Sciences, General
Cameron University 1998 — 2001
Nurse, Behavioral Sciences
Westark cc 1996 — 1998
General, Psychology
Robert Hentrich's New York Life Experience October 1994 - February 2011
Job SingerSongwriter at Robert Hentrich Music
Industry Information Services
Experience
Robert Hentrich Music March 2011 - Present
Consultant February 2011 - Present
New York Life October 1994 - February 2011
Kaypro Computers July 1986 - April 1993
QTV April 1984 - July 1986
Caribiner Inc May 1976 - May 1984
Skills
Business Analysis, Project Management, Event Planning, Management, Team Leadership, Strategic Planning, Team Building, Project Planning, Budgets, Microsoft Office, Program Management, New Business Development, Customer Service, PowerPoint, Leadership, Vendor Management, Editing, Microsoft Excel, Social Networking, Public Speaking, Research, Data Center, Event Management, Negotiation
Education
The New School 1985 — 1986
Certification, Music Business Practices / Writing
The New School 1973 — 1974
Certification, Multi-Track Music Production
City University of New York-Hunter College 1970 — 1973
Undergraduate
Robert Hentrich Music March 2011 - Present
Consultant February 2011 - Present
New York Life October 1994 - February 2011
Kaypro Computers July 1986 - April 1993
QTV April 1984 - July 1986
Caribiner Inc May 1976 - May 1984
Skills
Business Analysis, Project Management, Event Planning, Management, Team Leadership, Strategic Planning, Team Building, Project Planning, Budgets, Microsoft Office, Program Management, New Business Development, Customer Service, PowerPoint, Leadership, Vendor Management, Editing, Microsoft Excel, Social Networking, Public Speaking, Research, Data Center, Event Management, Negotiation
Education
The New School 1985 — 1986
Certification, Music Business Practices / Writing
The New School 1973 — 1974
Certification, Multi-Track Music Production
City University of New York-Hunter College 1970 — 1973
Undergraduate
Sandra Rambert's New York Life Experience June 2006 - June 2009
Job Financial Services Manager | Client Relationship Manager
Industry Financial Services
Experience
NYLIM May 2006 - April 2014
New York Life June 2006 - June 2009
New York Life & MainStay Investments December 1981 - June 2006
Thomas Slatner & Co November 1987 - July 1991
US Army November 1986 - April 1988
Skills
Mutual Funds, 401k, Investments, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Office, Business Analysis, PowerPoint, Financial Services..., Client Aquisition, Client Relationships, Staff Training, Operations Coordination, Team Management, Problem Resolution, Regulatory Compliance, Leadership, Product Knowledge, Process Improvement, Service Delivery, Communication, Staff Support, Business Processes, Project Management, Collobration
Education
Centenary College 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration Concentration : Management
Centenary College 2011 — 2013
Bachelor’s Degree, Business Administration and Management, General
NYLIM May 2006 - April 2014
New York Life June 2006 - June 2009
New York Life & MainStay Investments December 1981 - June 2006
Thomas Slatner & Co November 1987 - July 1991
US Army November 1986 - April 1988
Skills
Mutual Funds, 401k, Investments, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Office, Business Analysis, PowerPoint, Financial Services..., Client Aquisition, Client Relationships, Staff Training, Operations Coordination, Team Management, Problem Resolution, Regulatory Compliance, Leadership, Product Knowledge, Process Improvement, Service Delivery, Communication, Staff Support, Business Processes, Project Management, Collobration
Education
Centenary College 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration Concentration : Management
Centenary College 2011 — 2013
Bachelor’s Degree, Business Administration and Management, General
Creighton McDonald's New York Life Experience July 2010 - October 2011
Job Security Consultant
Industry Computer & Network Security
Experience
ASG Security April 2014 - Present
Cogent Communications June 2012 - January 2014
Northwestern Mutual October 2011 - June 2012
Cogent Communications 2012 - 2012
New York Life July 2010 - October 2011
AFLAC October 2009 - July 2011
Village Voice Media 2009 - 2009
New York Sports Club 2004 - 2006
Phoenix New Times 1996 - 1999
Skills
Insurance, Disability Insurance, Annuities, Retirement Planning, Employee Benefits, Investments, Health Insurance, Estate Planning, Long Term Care, Wealth Management, Risk Management, Long-term Care, Fixed Annuities, Strategic Financial..., Networking, Series 7, Account Management, Life Insurance, Strategy, Sales Management, Financial Services, Cold Calling, Sales, Salesforce.com, Co-location, Direct Sales, Selling, Small Business, New Business Development, Customer Retention, Sales Process, Lead Generation
Education
Colby College 1991 — 1995
Trinity 1976 — 1988
Trinity-Pawling School
ASG Security April 2014 - Present
Cogent Communications June 2012 - January 2014
Northwestern Mutual October 2011 - June 2012
Cogent Communications 2012 - 2012
New York Life July 2010 - October 2011
AFLAC October 2009 - July 2011
Village Voice Media 2009 - 2009
New York Sports Club 2004 - 2006
Phoenix New Times 1996 - 1999
Skills
Insurance, Disability Insurance, Annuities, Retirement Planning, Employee Benefits, Investments, Health Insurance, Estate Planning, Long Term Care, Wealth Management, Risk Management, Long-term Care, Fixed Annuities, Strategic Financial..., Networking, Series 7, Account Management, Life Insurance, Strategy, Sales Management, Financial Services, Cold Calling, Sales, Salesforce.com, Co-location, Direct Sales, Selling, Small Business, New Business Development, Customer Retention, Sales Process, Lead Generation
Education
Colby College 1991 — 1995
Trinity 1976 — 1988
Trinity-Pawling School
Ripal Patel, Esq., CIPP/US Ripal Patel, Esq., CIPP/US's New York Life Experience September 2007 - August 2008
Job Privacy Solutions Manager at TRUSTe
Industry Law Practice
Experience
TRUSTe November 2014 - Present
Drason Law Group July 2013 - Present
Baytech Web Design December 2013 - September 2015
Energy Experts International March 2012 - November 2014
Celerity Consulting Group August 2011 - December 2011
Fidelity Debt Solutions August 2010 - March 2011
The Walia Law Firm May 2010 - August 2010
New England Law Clinic January 2010 - May 2010
Mohinder Singh Law Offices May 2009 - August 2009
New York Life September 2007 - August 2008
Skills
Legal Writing, Legal Research, Employment Law, Research, Westlaw, Trademarks, Negotiation, Arbitration, Mediation, Commercial Litigation, Contract Negotiation, Mergers & Acquisitions, Litigation, Estate Planning, Courts
Education
California Western School of Law 2010 — 2011
J.D, Business Law & Trademark Law
New England Law Boston 2008 — 2011
JD, Business Law
University of California, Davis 2002 — 2006
Bachelor of Arts, Philosophy
Andrew hill
TRUSTe November 2014 - Present
Drason Law Group July 2013 - Present
Baytech Web Design December 2013 - September 2015
Energy Experts International March 2012 - November 2014
Celerity Consulting Group August 2011 - December 2011
Fidelity Debt Solutions August 2010 - March 2011
The Walia Law Firm May 2010 - August 2010
New England Law Clinic January 2010 - May 2010
Mohinder Singh Law Offices May 2009 - August 2009
New York Life September 2007 - August 2008
Skills
Legal Writing, Legal Research, Employment Law, Research, Westlaw, Trademarks, Negotiation, Arbitration, Mediation, Commercial Litigation, Contract Negotiation, Mergers & Acquisitions, Litigation, Estate Planning, Courts
Education
California Western School of Law 2010 — 2011
J.D, Business Law & Trademark Law
New England Law Boston 2008 — 2011
JD, Business Law
University of California, Davis 2002 — 2006
Bachelor of Arts, Philosophy
Andrew hill
Tim Nix Tim Nix's New York Life Experience January 2009 - December 2010
Job Hardgoods Sales Representative at Carolina Florist Supply
Industry Wholesale
Experience
Carolina Florist Supply March 2012 - Present
Tryon Country Club March 2011 - June 2012
New York Life January 2009 - December 2010
New York Life Insurance Company 2009 - 2010
Reliant Ribbon Co October 2007 - January 2009
Master Ribbons, LLC October 2005 - October 2007
Designer Dispatch May 1988 - October 2005
Nix Landscaping January 1986 - January 1988
Nix Florist January 1981 - January 1988
Skills
Sales, People-oriented, Organizer, Customer Service, Risk Management, Budgets, Credit, Purchasing, Account Management, Wholesale, Leadership, Sales Management, New Business Development, Team Building, Marketing, Insurance, Time Management, Cold Calling, Sales Operations, Retail, Negotiation, Selling, Management
Education
Baptist College (Charleston Southern University) 1978 — 1982
B.S, Business Management
Charleston Southern University 1978 — 1982
Bachelor of Science, Business Management
Carolina Florist Supply March 2012 - Present
Tryon Country Club March 2011 - June 2012
New York Life January 2009 - December 2010
New York Life Insurance Company 2009 - 2010
Reliant Ribbon Co October 2007 - January 2009
Master Ribbons, LLC October 2005 - October 2007
Designer Dispatch May 1988 - October 2005
Nix Landscaping January 1986 - January 1988
Nix Florist January 1981 - January 1988
Skills
Sales, People-oriented, Organizer, Customer Service, Risk Management, Budgets, Credit, Purchasing, Account Management, Wholesale, Leadership, Sales Management, New Business Development, Team Building, Marketing, Insurance, Time Management, Cold Calling, Sales Operations, Retail, Negotiation, Selling, Management
Education
Baptist College (Charleston Southern University) 1978 — 1982
B.S, Business Management
Charleston Southern University 1978 — 1982
Bachelor of Science, Business Management
Scott Whitten Scott Whitten's New York Life Experience November 1995 - October 1996
Job Financial Professional NEXT Financial Group, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Strategic Tax & Retirement April 2012 - Present
The Capital Financial Group / H. Beck, Inc. June 2011 - April 2012
Next Financial Group March 2010 - July 2011
American National Insurance February 2009 - December 2009
National Securities July 2007 - December 2008
Brookstreet Securities April 2002 - June 2007
Pacific Life January 1999 - March 2002
California Federal Bank October 1996 - December 1998
New York Life November 1995 - October 1996
Skills
Fixed Annuities, Retirement Planning, Investments, Insurance, Retirement, Strategic Financial..., Series 7, Wealth Management, Life Insurance, Series 63, Mutual Funds, Business Planning, Financial Planners, Investment Advisory, Relationship Management, Sales, Securities, Disability Insurance
Education
California State University-Fullerton 2006 — 2012
BS, Business & Economics
Saddleback College 2004 — 2006
AA, General Studies
Fullerton College 1992 — 1995
Law
Strategic Tax & Retirement April 2012 - Present
The Capital Financial Group / H. Beck, Inc. June 2011 - April 2012
Next Financial Group March 2010 - July 2011
American National Insurance February 2009 - December 2009
National Securities July 2007 - December 2008
Brookstreet Securities April 2002 - June 2007
Pacific Life January 1999 - March 2002
California Federal Bank October 1996 - December 1998
New York Life November 1995 - October 1996
Skills
Fixed Annuities, Retirement Planning, Investments, Insurance, Retirement, Strategic Financial..., Series 7, Wealth Management, Life Insurance, Series 63, Mutual Funds, Business Planning, Financial Planners, Investment Advisory, Relationship Management, Sales, Securities, Disability Insurance
Education
California State University-Fullerton 2006 — 2012
BS, Business & Economics
Saddleback College 2004 — 2006
AA, General Studies
Fullerton College 1992 — 1995
Law
Stephen Shipes Stephen Shipes's New York Life Experience January 1994 - April 2002
Job Business Development & Management Professional
Industry Investment Management
Experience
Shipes Family Foundation January 1998 - Present
Habitat for Humanity February 2011 - June 2011
The 'Q' Barbeque Restaurant June 2002 - September 2006
New York Life January 1994 - April 2002
Skills
Investment Advisory, Financial Analysis, Financial Planning, Financial Management, Budget Management, Budget Development, Problem Solving, Efficiency Improvement, New Business Development, Business Management, Real Estate Development, Real Estate Investment, Sales Skills Training, Personnel Supervision, Training Delivery, Strategic Financial..., Management, Insurance, Negotiation, Management Consulting, Marketing, Budgets, Strategic Planning, Team Building
Education
Central Georgia Technical College 2006 — 2007
Associate's Degree, Industrial Preparation Program
The American College 1999 — 2001
M.S, Financial Services
Georgia College and State University 1990 — 1994
B.S., History
Shipes Family Foundation January 1998 - Present
Habitat for Humanity February 2011 - June 2011
The 'Q' Barbeque Restaurant June 2002 - September 2006
New York Life January 1994 - April 2002
Skills
Investment Advisory, Financial Analysis, Financial Planning, Financial Management, Budget Management, Budget Development, Problem Solving, Efficiency Improvement, New Business Development, Business Management, Real Estate Development, Real Estate Investment, Sales Skills Training, Personnel Supervision, Training Delivery, Strategic Financial..., Management, Insurance, Negotiation, Management Consulting, Marketing, Budgets, Strategic Planning, Team Building
Education
Central Georgia Technical College 2006 — 2007
Associate's Degree, Industrial Preparation Program
The American College 1999 — 2001
M.S, Financial Services
Georgia College and State University 1990 — 1994
B.S., History
William T. Smith William T. Smith's New York Life Experience March 2008 - September 2008
Job Senior Data Analyst at Progressive Insurance
Industry Insurance
Experience
Progressive Insurance February 2014 - Present
Dealer Tire April 2012 - February 2014
Dealer Tire July 2010 - April 2012
The Princeton Review January 2010 - June 2011
KeyCorp October 2008 - July 2010
New York Life March 2008 - September 2008
Doppco Development May 2007 - August 2007
Skills
Analysis, Sales Operations, Leadership, Competitive Analysis, Cross-functional Team..., Sales, Data Analysis, Process Improvement, Market Analysis, Customer Retention, Microsoft Excel, Inventory Management, Management, Customer Satisfaction, Dashboard, Automotive, Marketing, Web Analytics, Oracle, Reporting & Analysis, Databases, Operational Planning, Marketing Strategy, Promotional Analysis, Territory Analysis, Dashboards, Excel, Sales Support, Microsoft SQL Server, SQL, SAS Programming, Google Analytics
Education
Cleveland State University
Graduate Studies Include: Marketing, Economics, Accounting, Organizational Behavior
Miami University 2006 — 2008
B.A., Psychology
University School 1999 — 2003
High School
Lafayette College 2003 — 2006
Progressive Insurance February 2014 - Present
Dealer Tire April 2012 - February 2014
Dealer Tire July 2010 - April 2012
The Princeton Review January 2010 - June 2011
KeyCorp October 2008 - July 2010
New York Life March 2008 - September 2008
Doppco Development May 2007 - August 2007
Skills
Analysis, Sales Operations, Leadership, Competitive Analysis, Cross-functional Team..., Sales, Data Analysis, Process Improvement, Market Analysis, Customer Retention, Microsoft Excel, Inventory Management, Management, Customer Satisfaction, Dashboard, Automotive, Marketing, Web Analytics, Oracle, Reporting & Analysis, Databases, Operational Planning, Marketing Strategy, Promotional Analysis, Territory Analysis, Dashboards, Excel, Sales Support, Microsoft SQL Server, SQL, SAS Programming, Google Analytics
Education
Cleveland State University
Graduate Studies Include: Marketing, Economics, Accounting, Organizational Behavior
Miami University 2006 — 2008
B.A., Psychology
University School 1999 — 2003
High School
Lafayette College 2003 — 2006
Andre H. Sitbon Andre H. Sitbon's New York Life Experience 1973 - 1975
Job Director, Economic Growth Group, Inc.
Industry Financial Services
Experience
Economic Growth Group, Inc. June 1989 - Present
OVAL TAX Services 2010 - 2013
1st Mariner Bank June 2004 - June 2008
Marketing Professionals 1980 - 2005
New York Life 1973 - 1975
Education
City University of New York-Hunter College 1972 — 1978
Liberal Arts, English
Economic Growth Group, Inc. June 1989 - Present
OVAL TAX Services 2010 - 2013
1st Mariner Bank June 2004 - June 2008
Marketing Professionals 1980 - 2005
New York Life 1973 - 1975
Education
City University of New York-Hunter College 1972 — 1978
Liberal Arts, English
Derek Rutherford Derek Rutherford's New York Life Experience June 2006 - January 2007
Job Web Data & Analytics Manager at Mount Sinai Medical Center
Industry Insurance
Experience
Mount Sinai Medical Center February 2008 - Present
Disney January 2007 - February 2008
New York Life June 2006 - January 2007
AARP Financial March 2001 - June 2006
HSB July 1996 - April 2001
Education
Carnegie Mellon University 1992 — 1996
Bachelor's of Science
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
Mount Sinai Medical Center February 2008 - Present
Disney January 2007 - February 2008
New York Life June 2006 - January 2007
AARP Financial March 2001 - June 2006
HSB July 1996 - April 2001
Education
Carnegie Mellon University 1992 — 1996
Bachelor's of Science
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
Fran Day Fran Day's New York Life Experience 2008 - 2009
Job Senior Project Consultant at MetLife
Industry Consumer Services
Experience
MetLife June 2014 - March 2015
Kelly Services @ Dun & Bradstreet 2013 - June 2014
Professional Services Group of Central New Jersey 2013 - 2013
Allsource PPS @ MetLife Resources 2010 - 2012
New York Life 2008 - 2009
Wells Fargo Insurance Services 2002 - 2008
Prudential Financial 1999 - 2002
Provident Insurance 1998 - 1999
Marsh (formerly Sedgwick Noble Lowndes) 1993 - 1998
Skills
CRM, Employee Benefits, Cross-functional Team..., Insurance, Pensions, Process Improvement, Outlook, Access, Defined Benefit, Management, Sales, Program Management, Vendor Management, Sales Operations, Accounting, Training
Education
Centenary College 2004 — 2006
Bachelors of Science, Business Administration
MetLife June 2014 - March 2015
Kelly Services @ Dun & Bradstreet 2013 - June 2014
Professional Services Group of Central New Jersey 2013 - 2013
Allsource PPS @ MetLife Resources 2010 - 2012
New York Life 2008 - 2009
Wells Fargo Insurance Services 2002 - 2008
Prudential Financial 1999 - 2002
Provident Insurance 1998 - 1999
Marsh (formerly Sedgwick Noble Lowndes) 1993 - 1998
Skills
CRM, Employee Benefits, Cross-functional Team..., Insurance, Pensions, Process Improvement, Outlook, Access, Defined Benefit, Management, Sales, Program Management, Vendor Management, Sales Operations, Accounting, Training
Education
Centenary College 2004 — 2006
Bachelors of Science, Business Administration
Rock La Cross, AWMA, AAMS's New York Life Experience February 1983 - February 1986
Job Assistant Vice President Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge August 2011 - Present
TD Ameritrade Asset Management February 2007 - October 2007
Edward Jones September 2004 - April 2005
Schwab Institutional July 1992 - August 2003
Schwab Institutional 1996 - 2000
PAMCO Securities October 1990 - April 1991
Northwestern Mutual Life June 1986 - June 1989
New York Life February 1983 - February 1986
Skills
Wealth Management, Investments, Equities, Mutual Funds, Wealth Management..., Asset Management, Investment Management, Uniform Combined State..., Financial Services, Options, Trading, Fixed Annuities, FINRA, Finance, Estate Planning, Insurance, Series 7, Life Insurance, Series 63, Securities, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning, Management, Risk Management, Alternative Investments, Leadership
Education
College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor - AWMA
College for Financial Planning 2009 — 2009
Accredited Asset Management Specialist - AAMS
Eastern Montana College - Now MSU-Billings 1987 — 1988
Bachelors, Finance
The University of Montana - School of Business Administration 1977 — 1980
General Business
Merrill Edge August 2011 - Present
TD Ameritrade Asset Management February 2007 - October 2007
Edward Jones September 2004 - April 2005
Schwab Institutional July 1992 - August 2003
Schwab Institutional 1996 - 2000
PAMCO Securities October 1990 - April 1991
Northwestern Mutual Life June 1986 - June 1989
New York Life February 1983 - February 1986
Skills
Wealth Management, Investments, Equities, Mutual Funds, Wealth Management..., Asset Management, Investment Management, Uniform Combined State..., Financial Services, Options, Trading, Fixed Annuities, FINRA, Finance, Estate Planning, Insurance, Series 7, Life Insurance, Series 63, Securities, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning, Management, Risk Management, Alternative Investments, Leadership
Education
College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor - AWMA
College for Financial Planning 2009 — 2009
Accredited Asset Management Specialist - AAMS
Eastern Montana College - Now MSU-Billings 1987 — 1988
Bachelors, Finance
The University of Montana - School of Business Administration 1977 — 1980
General Business
Jeff Streszoff, FLMI, FALU Jeff Streszoff, FLMI, FALU's New York Life Experience July 1991 - August 1996
Job Chief Underwriter & Vice President Life Operations at The Gottlieb Organization
Industry Financial Services
Experience
The Gottlieb Organization April 2015 - Present
Lafayette Life Insurance Company November 2013 - April 2015
Midwestern Underwriting Conference June 2011 - April 2015
Ameritas February 2008 - October 2013
U.S. Financial September 1996 - December 2007
New York Life July 1991 - August 1996
Skills
Underwriting, Life Insurance, Financial Risk, Team Management, Insurance, Risk Management, Customer Service, Operations Management, Term Life Insurance, Leadership, Account Management, Analysis, Brokers, Business Analysis, Claim, Disability Insurance
Education
Wilmington College 2010 — 2014
Business Administration and Management, General
Cleveland State University 1990 — 1993
Business
Kent State University 1989 — 1990
Business
The Gottlieb Organization April 2015 - Present
Lafayette Life Insurance Company November 2013 - April 2015
Midwestern Underwriting Conference June 2011 - April 2015
Ameritas February 2008 - October 2013
U.S. Financial September 1996 - December 2007
New York Life July 1991 - August 1996
Skills
Underwriting, Life Insurance, Financial Risk, Team Management, Insurance, Risk Management, Customer Service, Operations Management, Term Life Insurance, Leadership, Account Management, Analysis, Brokers, Business Analysis, Claim, Disability Insurance
Education
Wilmington College 2010 — 2014
Business Administration and Management, General
Cleveland State University 1990 — 1993
Business
Kent State University 1989 — 1990
Business
Albert Gambetti's New York Life Experience November 1993 - July 1997
Job CEO
Industry Management Consulting
Experience
The River City Company June 2007 - Present
Affinity Group Administrators, AWTG, Inc. December 2001 - Present
Health Cost Management August 2009 - December 2010
Rubicon Global Asset Management June 2007 - August 2009
USI Insurance Services January 2006 - April 2007
Intregra Group October 2005 - October 2006
The River City Company August 1997 - December 2001
New York Life November 1993 - July 1997
Mariposa Press September 1989 - November 1993
Liberty Mutual Insurance February 1977 - September 1989
Skills
Business Planning, Mentoring, Customer Relations, Budgeting, B2B, Strategy Development, Start-ups, Business Strategy, Management Consulting, Risk Management, New Business Development, Executive Management, Strategic Planning, Competitive Analysis, Financial Analysis, P&L Management, Venture Capital, Team Building, International Business, Compliance, Marketing Strategy, Insurance, Contract Negotiation, Business Process..., Organizational..., Business Analysis, Contract Negotiations, Budgets, Strategy, Workers Compensation, Leadership, Human Resources, Negotiation, Finance, Sales Operations, Product Development, Marketing, Management, Analysis, Entrepreneurship, Policy, Employee Benefits, Sales
Education
California State University-Sacramento 1997 — 2001
B.S., 3 BS degree's in Finance, International Business, Risk Management
Københavns Universitet 1999 — 2000
BS, International Business
The River City Company June 2007 - Present
Affinity Group Administrators, AWTG, Inc. December 2001 - Present
Health Cost Management August 2009 - December 2010
Rubicon Global Asset Management June 2007 - August 2009
USI Insurance Services January 2006 - April 2007
Intregra Group October 2005 - October 2006
The River City Company August 1997 - December 2001
New York Life November 1993 - July 1997
Mariposa Press September 1989 - November 1993
Liberty Mutual Insurance February 1977 - September 1989
Skills
Business Planning, Mentoring, Customer Relations, Budgeting, B2B, Strategy Development, Start-ups, Business Strategy, Management Consulting, Risk Management, New Business Development, Executive Management, Strategic Planning, Competitive Analysis, Financial Analysis, P&L Management, Venture Capital, Team Building, International Business, Compliance, Marketing Strategy, Insurance, Contract Negotiation, Business Process..., Organizational..., Business Analysis, Contract Negotiations, Budgets, Strategy, Workers Compensation, Leadership, Human Resources, Negotiation, Finance, Sales Operations, Product Development, Marketing, Management, Analysis, Entrepreneurship, Policy, Employee Benefits, Sales
Education
California State University-Sacramento 1997 — 2001
B.S., 3 BS degree's in Finance, International Business, Risk Management
Københavns Universitet 1999 — 2000
BS, International Business
Kevin Mastrangelo's New York Life Experience April 2003 - May 2004
Job Sales Professional
Industry Information Services
Experience
Gentech June 2008 - Present
New York Life April 2003 - May 2004
TEKsystems 1997 - 2002
Education
California University of Pennsylvania 1988 — 1990
Certification, Education
Temple University 1980 — 1985
BA, Journalism
Gentech June 2008 - Present
New York Life April 2003 - May 2004
TEKsystems 1997 - 2002
Education
California University of Pennsylvania 1988 — 1990
Certification, Education
Temple University 1980 — 1985
BA, Journalism
Arin Der Gevorkian's New York Life Experience September 2006 - August 2008
Job Director of Business Development
Industry Education Management
Experience
Edlio 2013 - 2015
Edlio 2013 - 2015
Bank of the West November 2012 - August 2013
Union Bank August 2008 - November 2012
New York Life September 2006 - August 2008
Skills
Series 6, Series 63, Licensed Life Insurance..., Notary Public, Term Life Insurance, Disability Insurance, Estate Planning, Fixed Annuities, Life Insurance, Retirement Planning, Banking, Credit, Finance, Financial Services, Investment Advisory, Investments, Leadership, Loans, Management, Mortgage Lending, Mutual Funds, Portfolio Management, Relationship Management, Series 7, Wealth Management, Public Speaking, Strategic Planning, Customer Service, Team Building, Risk Management, Retail Banking, Credit Analysis, Commercial Banking, Training, Commercial Lending
Education
California State University-Northridge
Bachelor's degree, Finance, General
Edlio 2013 - 2015
Edlio 2013 - 2015
Bank of the West November 2012 - August 2013
Union Bank August 2008 - November 2012
New York Life September 2006 - August 2008
Skills
Series 6, Series 63, Licensed Life Insurance..., Notary Public, Term Life Insurance, Disability Insurance, Estate Planning, Fixed Annuities, Life Insurance, Retirement Planning, Banking, Credit, Finance, Financial Services, Investment Advisory, Investments, Leadership, Loans, Management, Mortgage Lending, Mutual Funds, Portfolio Management, Relationship Management, Series 7, Wealth Management, Public Speaking, Strategic Planning, Customer Service, Team Building, Risk Management, Retail Banking, Credit Analysis, Commercial Banking, Training, Commercial Lending
Education
California State University-Northridge
Bachelor's degree, Finance, General
Mark Musallam, MBA's New York Life Experience April 2004 - May 2011
Job Financial Advisor at Yolo Federal Credit Union
Industry Financial Services
Experience
Yolo Federal Credit Union September 2015 - Present
CUSO Financial Services, LP September 2015 - Present
CUSO Financial Services, LP April 2013 - June 2015
Franklin Templeton Investments May 2011 - April 2013
New York Life April 2004 - May 2011
Sacramento County Department of Probation May 1998 - September 2004
Education
College for Financial Planning 2013 — 2015
Certified Financial Planner, Financial Planning and Services
National University 1999 — 2001
MBA, Financial Management
University of California, Davis 1996 — 1998
BA, Sociology
pcs 1979 — 1988
Yolo Federal Credit Union September 2015 - Present
CUSO Financial Services, LP September 2015 - Present
CUSO Financial Services, LP April 2013 - June 2015
Franklin Templeton Investments May 2011 - April 2013
New York Life April 2004 - May 2011
Sacramento County Department of Probation May 1998 - September 2004
Education
College for Financial Planning 2013 — 2015
Certified Financial Planner, Financial Planning and Services
National University 1999 — 2001
MBA, Financial Management
University of California, Davis 1996 — 1998
BA, Sociology
pcs 1979 — 1988
Peter Krantz's New York Life Experience August 2001 - Present
Job Agent/Registered Representative
Industry Financial Services
Experience
New York Life August 2001 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Life Insurance, Mutual Funds, Term Life Insurance, 401(k) Rollovers, Wealth Transfer..., Education Funding..., Lifetime Income..., IRA Rollovers, Key Person Protection, Investments, CLU, Long-Term Care Insurance, Wealth Preservation...
Education
William & Mary 1995 — 1998
MBA, Business Administration
Christopher Newport University 1987 — 1990
BSBA, Business Administration - Finance
Virginia Polytechnic Institute and State University 1985 — 1987
Kecoughtan High School 1982 — 1985
New York Life August 2001 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Life Insurance, Mutual Funds, Term Life Insurance, 401(k) Rollovers, Wealth Transfer..., Education Funding..., Lifetime Income..., IRA Rollovers, Key Person Protection, Investments, CLU, Long-Term Care Insurance, Wealth Preservation...
Education
William & Mary 1995 — 1998
MBA, Business Administration
Christopher Newport University 1987 — 1990
BSBA, Business Administration - Finance
Virginia Polytechnic Institute and State University 1985 — 1987
Kecoughtan High School 1982 — 1985
Greg Kharonov's New York Life Experience April 2006 - Present
Job Actuarial Assistant at New York life
Industry Insurance
Experience
New York life April 2006 - Present
Education
City University of New York-Brooklyn College 1997 — 2003
New York life April 2006 - Present
Education
City University of New York-Brooklyn College 1997 — 2003
Douglas Milby's New York Life Experience 1972 - 1977
Job SR INFORMATION TECHNOLOGIST: Architecture|Virtualization|Disaster Recovery|Service Desk|Project Mgt
Industry Entertainment
Experience
Optimity Advisors,LLC December 2012 - Present
Home Box Office, Inc. January 2009 - June 2012
HBO May 2004 - December 2008
HBO November 1995 - April 2004
Selective Insurance July 1982 - November 1995
Computer Sicence June 1977 - September 1982
New York Life 1972 - 1977
Skills
Strategic Planning, Project Management, Analytics, Outsourcing, Cross-functional Team..., Digital Asset Management, Program Management, Cloud Computing, Enterprise Architecture, SDLC, Windows Server, Data Center, Storage, Unix, Databases, Governance, Information Security, Integration, Infrastructure, Information Technology, IT Management, IT Operations, Team Leadership, Business Continuity, Enterprise Software, SharePoint, Networking, Microsoft Exchange, Performance Tuning, Business Process, Leadership, Solaris, Consulting, PMO, Software Project..., Business Intelligence, Contract Negotiation
Education
New York University - Polytechnic School of Engineering 1973 — 1976
MS, Computer Science
City University of New York-Hunter College 1968 — 1972
BA, Mathematics
James Monroe High School 1965 — 1968
Academic diploma
Optimity Advisors,LLC December 2012 - Present
Home Box Office, Inc. January 2009 - June 2012
HBO May 2004 - December 2008
HBO November 1995 - April 2004
Selective Insurance July 1982 - November 1995
Computer Sicence June 1977 - September 1982
New York Life 1972 - 1977
Skills
Strategic Planning, Project Management, Analytics, Outsourcing, Cross-functional Team..., Digital Asset Management, Program Management, Cloud Computing, Enterprise Architecture, SDLC, Windows Server, Data Center, Storage, Unix, Databases, Governance, Information Security, Integration, Infrastructure, Information Technology, IT Management, IT Operations, Team Leadership, Business Continuity, Enterprise Software, SharePoint, Networking, Microsoft Exchange, Performance Tuning, Business Process, Leadership, Solaris, Consulting, PMO, Software Project..., Business Intelligence, Contract Negotiation
Education
New York University - Polytechnic School of Engineering 1973 — 1976
MS, Computer Science
City University of New York-Hunter College 1968 — 1972
BA, Mathematics
James Monroe High School 1965 — 1968
Academic diploma
Walter Manning's New York Life Experience July 1974 - April 1983
Job Owner, The LMS Group, Inc
Industry Insurance
Experience
The LMS Group, Inc May 1995 - Present
Merrill Lynch October 1992 - April 1995
New York Life Insurance Company November 1986 - October 1992
New York Life Insurance Company May 1983 - October 1986
New York Life July 1974 - April 1983
New York Life Insurance Company May 1970 - June 1974
Skills
Account Management, New Business Development, Sales Management, Sales, Team Building, Strategic Planning, Marketing Strategy, Leadership, Social Networking, Life Insurance, Direct Sales, Entrepreneurship, Customer Service, Negotiation, Health Insurance, Management, Disability Insurance, Marketing
Education
Centenary College of Louisiana 1966 — 1970
BS, Business Administration and Management, General
Highland Park High School 1963 — 1966
The LMS Group, Inc May 1995 - Present
Merrill Lynch October 1992 - April 1995
New York Life Insurance Company November 1986 - October 1992
New York Life Insurance Company May 1983 - October 1986
New York Life July 1974 - April 1983
New York Life Insurance Company May 1970 - June 1974
Skills
Account Management, New Business Development, Sales Management, Sales, Team Building, Strategic Planning, Marketing Strategy, Leadership, Social Networking, Life Insurance, Direct Sales, Entrepreneurship, Customer Service, Negotiation, Health Insurance, Management, Disability Insurance, Marketing
Education
Centenary College of Louisiana 1966 — 1970
BS, Business Administration and Management, General
Highland Park High School 1963 — 1966
Oskar Peralta's New York Life Experience 2001 - Present
Job Network Security Engineer at New York Life
Industry Computer Networking
Experience
New York Life 2001 - Present
New York Life Insurance Company 2001 - Present
Metlife 2000 - 2001
Bank of New York 1988 - 2001
Skills
Security, SQL, Wireless Networking, Network Security, Information Security, Vulnerability Assessment, VPN, Technical Support, Unix, F5 BigIP, Linux, Network Engineering, Information Security..., Firewalls, Computer Forensics, Network Access Control
Education
City University of New York-College of Staten Island 1991 — 1995
New York Life 2001 - Present
New York Life Insurance Company 2001 - Present
Metlife 2000 - 2001
Bank of New York 1988 - 2001
Skills
Security, SQL, Wireless Networking, Network Security, Information Security, Vulnerability Assessment, VPN, Technical Support, Unix, F5 BigIP, Linux, Network Engineering, Information Security..., Firewalls, Computer Forensics, Network Access Control
Education
City University of New York-College of Staten Island 1991 — 1995
John Whiting CISA, CISSP, MCSE's New York Life Experience January 2011 - May 2011
Job Global Chief Information Security Officer (CISO) at DDB
Industry Financial Services
Experience
DDB June 2015 - Present
AIG May 2011 - Present
RNJ Realty Group August 2006 - Present
Protiviti August 2010 - May 2012
New York Life January 2011 - May 2011
Inform LLC June 2007 - April 2009
Inform LLC August 2006 - June 2007
PCH.com Publishers Clearing House July 2000 - July 2006
Synergy Consulting & Marketing August 1999 - April 2006
Unified Technologies June 1999 - July 2000
Skills
IT Governance, Security Management, Network Security, Risk Assessment, Enterprise Risk...
Education
City University of New York-John Jay College of Criminal Justice 1989 — 1993
BS, Legal Studies
DDB June 2015 - Present
AIG May 2011 - Present
RNJ Realty Group August 2006 - Present
Protiviti August 2010 - May 2012
New York Life January 2011 - May 2011
Inform LLC June 2007 - April 2009
Inform LLC August 2006 - June 2007
PCH.com Publishers Clearing House July 2000 - July 2006
Synergy Consulting & Marketing August 1999 - April 2006
Unified Technologies June 1999 - July 2000
Skills
IT Governance, Security Management, Network Security, Risk Assessment, Enterprise Risk...
Education
City University of New York-John Jay College of Criminal Justice 1989 — 1993
BS, Legal Studies
Jeff Ervin's New York Life Experience August 2002 - April 2008
Job Director of Sales and Marketing at Home Health Care, Inc
Industry Hospital & Health Care
Experience
Faithful Nurses Health Care, Inc March 2015 - Present
Holiday Retirement April 2012 - February 2015
New York Life August 2002 - April 2008
Skills
Microsoft Office, Coaching, Negotiation, Sales Management, Marketing Strategy, Leadership, Public Speaking, Training, Strategic Planning, Team Building, Marketing, Sales, Account Management, Advertising, Customer Service, Direct Sales, Hospitality, Insurance, Leadership Development, Management, New Business Development, Process Improvement, Project Management, Recruiting, Selling, Social Networking, Operations Management
Education
Chowan University
Johnson C. Smith University - JCSU
Faithful Nurses Health Care, Inc March 2015 - Present
Holiday Retirement April 2012 - February 2015
New York Life August 2002 - April 2008
Skills
Microsoft Office, Coaching, Negotiation, Sales Management, Marketing Strategy, Leadership, Public Speaking, Training, Strategic Planning, Team Building, Marketing, Sales, Account Management, Advertising, Customer Service, Direct Sales, Hospitality, Insurance, Leadership Development, Management, New Business Development, Process Improvement, Project Management, Recruiting, Selling, Social Networking, Operations Management
Education
Chowan University
Johnson C. Smith University - JCSU
Lisa Raabe's New York Life Experience January 2008 - June 2008
Job Marketing Director at Shrewsbury Federal Credit Union
Industry Financial Services
Experience
Shrewsbury Federal Credit Union March 2013 - Present
The Write Time 2009 - February 2013
Talbots December 2008 - June 2011
Holliston Youth Substance Abuse Prevention Program 2007 - 2009
New York Life January 2008 - June 2008
Destination Imagination 2000 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2002 - 2004
Fidelity Investments 2000 - 2002
Fidelity Investments 1993 - 2000
Skills
Marketing Communications, Corporate Communications, Internal Communications, Strategic Communications, Copywriting, Ghostwriting, Marketing Research, Business Process..., Licensing & Compliance, Service Level Agreements, Project Management, Relationship Management, Vendor Management, Licensing, Retail, Management, Leadership, Strategy, Training, Market Research, Social Media, Business Development, Sales, Customer Service, Marketing, Strategic Planning, Financial Services, Marketing Strategy, Public Relations
Education
College for Financial Planning 1991 — 1993
CFP I & II, Certified Financial Planner
Northeastern University 1980 — 1981
Economics, Deaf Studies
Central Connecticut State University 1978 — 1980
Psychology, Deaf Studies
Shrewsbury Federal Credit Union March 2013 - Present
The Write Time 2009 - February 2013
Talbots December 2008 - June 2011
Holliston Youth Substance Abuse Prevention Program 2007 - 2009
New York Life January 2008 - June 2008
Destination Imagination 2000 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2002 - 2004
Fidelity Investments 2000 - 2002
Fidelity Investments 1993 - 2000
Skills
Marketing Communications, Corporate Communications, Internal Communications, Strategic Communications, Copywriting, Ghostwriting, Marketing Research, Business Process..., Licensing & Compliance, Service Level Agreements, Project Management, Relationship Management, Vendor Management, Licensing, Retail, Management, Leadership, Strategy, Training, Market Research, Social Media, Business Development, Sales, Customer Service, Marketing, Strategic Planning, Financial Services, Marketing Strategy, Public Relations
Education
College for Financial Planning 1991 — 1993
CFP I & II, Certified Financial Planner
Northeastern University 1980 — 1981
Economics, Deaf Studies
Central Connecticut State University 1978 — 1980
Psychology, Deaf Studies
Kelly Orzillo's New York Life Experience August 2002 - December 2003
Job Wealth and Investment Management Risk Remediation
Industry Financial Services
Experience
Financial Services - Wealth and Investment Management June 2015 - Present
Barclays March 2013 - April 2015
UBS October 2011 - March 2013
Morgan Stanley Smith Barney July 2010 - September 2011
Morgan Stanley September 2009 - July 2010
Morgan Stanley May 2005 - August 2009
New York Life Insurance Company July 2003 - May 2005
New York Life August 2002 - December 2003
International Fund Administration April 2002 - July 2002
Cleary Gottlieb Steen & Hamilton LLP April 2000 - March 2002
Skills
Vendor Management, Series 7, Financial Risk, FINRA, Financial Regulation, Compliance, Business Continuity, Operational Risk..., Operational Risk, Wealth Management, Broker-Dealer, Training, Risk Management, Mutual Funds, Financial Services, Securities, Management, Internal Audit, Equities, Fixed Income, Banking
Education
The Chicago School of Professional Psychology 2007 — 2010
Master of Arts, Industrial/Organizational Psychology
City University of New York-John Jay College of Criminal Justice 1997 — 1999
Bachelor of Arts, Forensic Psychology
Financial Services - Wealth and Investment Management June 2015 - Present
Barclays March 2013 - April 2015
UBS October 2011 - March 2013
Morgan Stanley Smith Barney July 2010 - September 2011
Morgan Stanley September 2009 - July 2010
Morgan Stanley May 2005 - August 2009
New York Life Insurance Company July 2003 - May 2005
New York Life August 2002 - December 2003
International Fund Administration April 2002 - July 2002
Cleary Gottlieb Steen & Hamilton LLP April 2000 - March 2002
Skills
Vendor Management, Series 7, Financial Risk, FINRA, Financial Regulation, Compliance, Business Continuity, Operational Risk..., Operational Risk, Wealth Management, Broker-Dealer, Training, Risk Management, Mutual Funds, Financial Services, Securities, Management, Internal Audit, Equities, Fixed Income, Banking
Education
The Chicago School of Professional Psychology 2007 — 2010
Master of Arts, Industrial/Organizational Psychology
City University of New York-John Jay College of Criminal Justice 1997 — 1999
Bachelor of Arts, Forensic Psychology
Rose-Lys Jean's New York Life Experience Corporate Vice President - Database EngineeringNew York Life Insurance CompanyJune 2012 - Present
Job Corporate Vice President Database Engineering at New York Life Insurance Company
Industry Insurance
Experience
New York Life Corporate Vice President - Database EngineeringNew York Life Insurance CompanyJune 2012 - Present
Skills
Disaster Recovery, Databases, Enterprise Architecture, Oracle, Business Analysis, SDLC, Insurance, Retirement Planning, Troubleshooting, Solaris, Program Management, Risk Management, Securities, Microsoft SQL Server, Database Design, DB2, Unix, Security, Linux, Performance Tuning, Fixed Annuities
Education
City University of New York City College 1976 — 1980
thiede
New York Life Corporate Vice President - Database EngineeringNew York Life Insurance CompanyJune 2012 - Present
Skills
Disaster Recovery, Databases, Enterprise Architecture, Oracle, Business Analysis, SDLC, Insurance, Retirement Planning, Troubleshooting, Solaris, Program Management, Risk Management, Securities, Microsoft SQL Server, Database Design, DB2, Unix, Security, Linux, Performance Tuning, Fixed Annuities
Education
City University of New York City College 1976 — 1980
thiede
ann marie leahy's New York Life Experience Real Estate Rental AgentJohn C. Ricotta & Associates2000 - 2006
Job Massage Therapist
Industry Alternative Medicine
Experience
New York Life Real Estate Rental AgentJohn C. Ricotta & Associates2000 - 2006
John C. Ricotta & Associates 2000 - 2006
John C. Ricotta & Associates 2000 - 2006
Skills
Leases
Education
Cape Cod Community College
New York Life Real Estate Rental AgentJohn C. Ricotta & Associates2000 - 2006
John C. Ricotta & Associates 2000 - 2006
John C. Ricotta & Associates 2000 - 2006
Skills
Leases
Education
Cape Cod Community College
gregory kharonov's New York Life Experience April 2006 - Present
Job Senior Actuarial Associate
Industry Insurance
Experience
New York Life April 2006 - Present
New York Life Insurance Company 2006 - Present
Lev Bonim 2001 - 2006
Rtzhad 2001 - 2006
bambi academi 2001 - 2006
bambi academy 2001 - 2006
Skills
Actuarial Science, Fixed Annuities, Insurance, Life Insurance, Retirement
Education
City University of New York 2001 — 2003
MA, I/O Psychology
City University of New York-Brooklyn College 1997 — 2003
New York Life April 2006 - Present
New York Life Insurance Company 2006 - Present
Lev Bonim 2001 - 2006
Rtzhad 2001 - 2006
bambi academi 2001 - 2006
bambi academy 2001 - 2006
Skills
Actuarial Science, Fixed Annuities, Insurance, Life Insurance, Retirement
Education
City University of New York 2001 — 2003
MA, I/O Psychology
City University of New York-Brooklyn College 1997 — 2003
Keith Gillespie's New York Life Experience October 2014 - Present
Job Product Manager(Corp Executive VUL)
Industry Insurance
Experience
New York Life October 2014 - Present
New York Life & MainStay Investments August 2005 - October 2014
Bank of America 2003 - 2006
Skills
Mutual Funds, Series 7, Investments, Series 63, Wealth Management, Retirement Planning, Financial Services, Finance, Asset Management, Asset Allocation, Alternative Investments, Securities, Sales
Education
Clemson University 1994 — 1998
BS, Financial Management
Boonton High School
New York Life October 2014 - Present
New York Life & MainStay Investments August 2005 - October 2014
Bank of America 2003 - 2006
Skills
Mutual Funds, Series 7, Investments, Series 63, Wealth Management, Retirement Planning, Financial Services, Finance, Asset Management, Asset Allocation, Alternative Investments, Securities, Sales
Education
Clemson University 1994 — 1998
BS, Financial Management
Boonton High School
Sid Siegel's New York Life Experience July 2008 - April 2010
Job Information Technology
Industry Restaurants
Experience
DOSGATOS PROPERTIES, LLC August 2006 - Present
Boston Market April 2010 - September 2012
New York Life July 2008 - April 2010
Cumberland Farms February 2002 - September 2007
TROMBLE AND COMPANY October 1991 - July 2002
Skills
Small Business, VoIP, Social Networking, Marketing Strategy, Microsoft Office, Software Developer, Microsoft SQL Server, C++, C#, JavaScript, PHP, ASP.NET, Cisco Wireless, TCP/IP, Database Administration, Database Design, Windows 7, Windows Server, XHTML, AJAX, Flow Control, Dynamic Routing
Education
New England Institute of Technology 2013 — 2015
Associate's Degree, Information Technology/ Software Engineering
College of Charleston 1988 — 1991
B.S, Business Administration
DOSGATOS PROPERTIES, LLC August 2006 - Present
Boston Market April 2010 - September 2012
New York Life July 2008 - April 2010
Cumberland Farms February 2002 - September 2007
TROMBLE AND COMPANY October 1991 - July 2002
Skills
Small Business, VoIP, Social Networking, Marketing Strategy, Microsoft Office, Software Developer, Microsoft SQL Server, C++, C#, JavaScript, PHP, ASP.NET, Cisco Wireless, TCP/IP, Database Administration, Database Design, Windows 7, Windows Server, XHTML, AJAX, Flow Control, Dynamic Routing
Education
New England Institute of Technology 2013 — 2015
Associate's Degree, Information Technology/ Software Engineering
College of Charleston 1988 — 1991
B.S, Business Administration
Kevin E. Foley's New York Life Experience February 1995 - February 1997
Job communications consulting
Industry Public Relations and Communications
Experience
Philipstown.info & The Paper January 2011 - Present
foleymyers communications January 2003 - Present
Coro NY Leadership Center 2002 - 2012
Support Center for Nonprofit Management 2010 - 2010
MetLife 1998 - 2002
New York Life February 1995 - February 1997
New York State Insurance Department 1984 - 1995
Skills
Strategy, Internal Communications, Public Relations, Corporate Communications, Non-profits, Crisis Communications, Nonprofits, Journalism, Leadership, Politics
Education
City University of New York-College of Staten Island
B.A., Political Science
Philipstown.info & The Paper January 2011 - Present
foleymyers communications January 2003 - Present
Coro NY Leadership Center 2002 - 2012
Support Center for Nonprofit Management 2010 - 2010
MetLife 1998 - 2002
New York Life February 1995 - February 1997
New York State Insurance Department 1984 - 1995
Skills
Strategy, Internal Communications, Public Relations, Corporate Communications, Non-profits, Crisis Communications, Nonprofits, Journalism, Leadership, Politics
Education
City University of New York-College of Staten Island
B.A., Political Science
Rob Gildea's New York Life Experience July 1987 - August 1989
Job Principal Business Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo 2005 - Present
Union Safe Deposit Bank October 2001 - January 2005
Service First Bank August 1999 - September 2001
Wells Fargo Bank September 1989 - July 1999
New York Life July 1987 - August 1989
Skills
Commercial Lending, SBA, Lines Of Credit
Education
California State University-Chico 1981 — 1986
Bachelor of Science, Business Administration
Wells Fargo 2005 - Present
Union Safe Deposit Bank October 2001 - January 2005
Service First Bank August 1999 - September 2001
Wells Fargo Bank September 1989 - July 1999
New York Life July 1987 - August 1989
Skills
Commercial Lending, SBA, Lines Of Credit
Education
California State University-Chico 1981 — 1986
Bachelor of Science, Business Administration
Justin Dwyer's New York Life Experience October 2006 - March 2010
Job Talent Acquisition Manager at Milwaukee Journal Sentinel
Industry Publishing
Experience
Milwaukee Journal Sentinel March 2014 - Present
Court Sense, LLC August 2003 - Present
Milwaukee Journal Sentinel - JS Digital Solutions July 2013 - March 2014
Bigler Sports, Inc. January 2011 - March 2014
Ricoh Americas Corporation March 2011 - February 2013
New York Life October 2006 - March 2010
Northwestern Mutual December 2004 - October 2006
American Family Insurance April 2001 - December 2004
Skills
Salesforce.com, Cold Calling, Sales, Sales Process, Direct Sales, Solution Selling, Sales Presentations, Key Account Management, Key Account Development, Youth Leadership, Leadership Development, Group Instruction, Basketball Coaching, Basketball Instruction, Managed Print Services, New Business Development, Team Building, Competitive Analysis, Document Management, Document Imaging, Document Capture, B2B, Retirement Planning, Permanent Life Insurance, Licensed Life & Health..., Selling, Major Accounts, Managed Services, Account Management, Marketing, Recruiting, Talent Acquisition, Digital Marketing, Lead Generation, Sales Operations, Photoshop, Renewable Energy, Yachting
Education
Carroll University 2001 — 2004
Ripon College 1999 — 2001
Milwaukee Journal Sentinel March 2014 - Present
Court Sense, LLC August 2003 - Present
Milwaukee Journal Sentinel - JS Digital Solutions July 2013 - March 2014
Bigler Sports, Inc. January 2011 - March 2014
Ricoh Americas Corporation March 2011 - February 2013
New York Life October 2006 - March 2010
Northwestern Mutual December 2004 - October 2006
American Family Insurance April 2001 - December 2004
Skills
Salesforce.com, Cold Calling, Sales, Sales Process, Direct Sales, Solution Selling, Sales Presentations, Key Account Management, Key Account Development, Youth Leadership, Leadership Development, Group Instruction, Basketball Coaching, Basketball Instruction, Managed Print Services, New Business Development, Team Building, Competitive Analysis, Document Management, Document Imaging, Document Capture, B2B, Retirement Planning, Permanent Life Insurance, Licensed Life & Health..., Selling, Major Accounts, Managed Services, Account Management, Marketing, Recruiting, Talent Acquisition, Digital Marketing, Lead Generation, Sales Operations, Photoshop, Renewable Energy, Yachting
Education
Carroll University 2001 — 2004
Ripon College 1999 — 2001
Art Cote's New York Life Experience 1991 - 1992
Job Professional commercial software development professional certified mobile developer (MDICD0X70F16)
Industry Information Technology and Services
Experience
Stages Media, LLC January 2008 - Present
LT Productions, LLC August 2003 - August 2008
Independent Consultant 2000 - 2003
Cambridge Technology Partners 1998 - 2000
Anderson Consulting, LLP 1997 - 1998
Independent Consultant 1994 - 1997
Merrill Lynch 1992 - 1994
New York Life 1991 - 1992
Columbia Pictures 1989 - 1991
Columbia Presbyterian Psychiatric Institute 1988 - 1989
Skills
Xcode, Objective-C, Cocoa, PHP, MySQL, C++, Photoshop, Dreamweaver, C, MFC, Final Cut Pro, iOS development, Java, Software Development, Android, Oracle, Microsoft SQL Server, Social Media Marketing, Website Development, ASP, HTML 5, Ruby on Rails, AJAX, Project Management, Online Marketing, C#, E-commerce, Web Services, Analysis, HTML, CSS, Web Design, SQL, Architectures, Linux, Advertising, WordPress, JavaScript, Digital Media, SEO, Google Analytics, Web Marketing, jQuery, Web Analytics, CMS, Management, Mobile Marketing, Python, SEM, Marketing
Education
City University of New York 1981 — 1985
BA, Psychology / NeuroCognition / Stats
Stages Media, LLC January 2008 - Present
LT Productions, LLC August 2003 - August 2008
Independent Consultant 2000 - 2003
Cambridge Technology Partners 1998 - 2000
Anderson Consulting, LLP 1997 - 1998
Independent Consultant 1994 - 1997
Merrill Lynch 1992 - 1994
New York Life 1991 - 1992
Columbia Pictures 1989 - 1991
Columbia Presbyterian Psychiatric Institute 1988 - 1989
Skills
Xcode, Objective-C, Cocoa, PHP, MySQL, C++, Photoshop, Dreamweaver, C, MFC, Final Cut Pro, iOS development, Java, Software Development, Android, Oracle, Microsoft SQL Server, Social Media Marketing, Website Development, ASP, HTML 5, Ruby on Rails, AJAX, Project Management, Online Marketing, C#, E-commerce, Web Services, Analysis, HTML, CSS, Web Design, SQL, Architectures, Linux, Advertising, WordPress, JavaScript, Digital Media, SEO, Google Analytics, Web Marketing, jQuery, Web Analytics, CMS, Management, Mobile Marketing, Python, SEM, Marketing
Education
City University of New York 1981 — 1985
BA, Psychology / NeuroCognition / Stats
John Gilchrist's New York Life Experience March 2007 - Present
Job Registered Representative at New York Life
Industry Insurance
Experience
New York Life March 2007 - Present
Skills
Annuities, Long Term Care, Disability Insurance, Term Life Insurance, Mortgage Protection, Whole Life, Retirement, Insurance Planning, Fixed Annuities, Long-term Care, Permanent Life Insurance, Universal Life, IRAs, Long Term Care Insurance, Roth IRA, 401k Rollovers, College Savings Plans
Education
Cape Cod Community College 1988 — 1990
AA
New York Life March 2007 - Present
Skills
Annuities, Long Term Care, Disability Insurance, Term Life Insurance, Mortgage Protection, Whole Life, Retirement, Insurance Planning, Fixed Annuities, Long-term Care, Permanent Life Insurance, Universal Life, IRAs, Long Term Care Insurance, Roth IRA, 401k Rollovers, College Savings Plans
Education
Cape Cod Community College 1988 — 1990
AA
Marilyn Katzman's New York Life Experience January 2015 - April 2015
Job Communications Consultant
Industry Public Relations and Communications
Experience
Verizon April 2015 - Present
MarKommunications February 2011 - Present
New York Life January 2015 - April 2015
Wyndham Worldwide November 2012 - February 2013
Prudential August 2011 - March 2012
Montefiore August 2007 - February 2011
Verizon Communications 2007 - 2007
UBS 2005 - 2006
1199SEIU National Benefit Fund 2000 - 2005
Barnert Hospital 1989 - 2000
Skills
Internal Communications, Public Relations, Newsletters, Strategic Communications, Corporate Communications, Marketing Communications, Crisis Communications, Workshop Facilitation, Press Releases, Strategic Planning, Media Relations, Editing, Program Management, Copywriting, Publicity, Speech Writing, Web Content, Training, Employee Engagement, Publications, Content Management, Marketing Strategy, Marketing, Community Development, Content Strategy, Communications Planning, Writing, Copy Editing, Event Planning, Event Management, Content Development
Education
City University of New York
Master's degree
Verizon April 2015 - Present
MarKommunications February 2011 - Present
New York Life January 2015 - April 2015
Wyndham Worldwide November 2012 - February 2013
Prudential August 2011 - March 2012
Montefiore August 2007 - February 2011
Verizon Communications 2007 - 2007
UBS 2005 - 2006
1199SEIU National Benefit Fund 2000 - 2005
Barnert Hospital 1989 - 2000
Skills
Internal Communications, Public Relations, Newsletters, Strategic Communications, Corporate Communications, Marketing Communications, Crisis Communications, Workshop Facilitation, Press Releases, Strategic Planning, Media Relations, Editing, Program Management, Copywriting, Publicity, Speech Writing, Web Content, Training, Employee Engagement, Publications, Content Management, Marketing Strategy, Marketing, Community Development, Content Strategy, Communications Planning, Writing, Copy Editing, Event Planning, Event Management, Content Development
Education
City University of New York
Master's degree
Jeffery C. Pieper CLU, ChFC's New York Life Experience January 1986 - Present
Job Registered Representative at New York Life
Industry Insurance
Experience
New York Life January 1986 - Present
Education
California State University-Sacramento 1982 — 1985
New York Life January 1986 - Present
Education
California State University-Sacramento 1982 — 1985
Germaine Foreman's New York Life Experience June 1981 - March 1990
Job IT Project Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2011 - Present
Bank of America December 2010 - June 2011
Wachovia, A Wells Fargo Company September 2009 - December 2010
Merrill Lynch May 2005 - June 2008
Merrill Lynch February 2001 - May 2005
Merrill Lynch January 1995 - February 2001
Merrill Lynch January 1993 - January 1995
Merrill Lynch April 1990 - January 1993
New York Life June 1981 - March 1990
Education
Carnegie Mellon University 1977 — 1981
B.S., Applied Math
Stuyvesant High School 1974 — 1977
H. S. Diploma, Math and Science
Bank of America June 2011 - Present
Bank of America December 2010 - June 2011
Wachovia, A Wells Fargo Company September 2009 - December 2010
Merrill Lynch May 2005 - June 2008
Merrill Lynch February 2001 - May 2005
Merrill Lynch January 1995 - February 2001
Merrill Lynch January 1993 - January 1995
Merrill Lynch April 1990 - January 1993
New York Life June 1981 - March 1990
Education
Carnegie Mellon University 1977 — 1981
B.S., Applied Math
Stuyvesant High School 1974 — 1977
H. S. Diploma, Math and Science
Robert Quaife, CLU, ChFC, MSFS's New York Life Experience April 1974 - Present
Job Agent at New York Life | Financial Advisor at Eagle Strategies LLC
Industry Financial Services
Experience
New York Life April 1974 - Present
University of Louisville March 1971 - March 1974
The Louisville Zoo July 1968 - August 1971
Skills
401(k) Rollovers, Asset Protection, Estate Planning, Key Person Protection, Retirement, Retirement Planning, Multi-generational..., Succession Planning, CLU, ChFC, MSFS, Protection..., Licensed Life Insurance..., Wealth Preservation..., Insurance, Investments, Lifetime Income Planning, Fixed Annuities, Small Business, Strategic Financial..., Long-term Care, Term Life Insurance, Disability Insurance, Long Term Care Insurance
Education
The American College 1997 — 2000
Master's Degree, Financial Services
University of Louisville 1965 — 1968
Bachelor's degree, Biology, General
Centre College 1963 — 1966
None, Biology, General
New York Life April 1974 - Present
University of Louisville March 1971 - March 1974
The Louisville Zoo July 1968 - August 1971
Skills
401(k) Rollovers, Asset Protection, Estate Planning, Key Person Protection, Retirement, Retirement Planning, Multi-generational..., Succession Planning, CLU, ChFC, MSFS, Protection..., Licensed Life Insurance..., Wealth Preservation..., Insurance, Investments, Lifetime Income Planning, Fixed Annuities, Small Business, Strategic Financial..., Long-term Care, Term Life Insurance, Disability Insurance, Long Term Care Insurance
Education
The American College 1997 — 2000
Master's Degree, Financial Services
University of Louisville 1965 — 1968
Bachelor's degree, Biology, General
Centre College 1963 — 1966
None, Biology, General
Craig Flater's New York Life Experience 2007 - 2009
Job Life Insurance Sales
Industry Financial Services
Experience
Select Quote October 2013 - Present
Undislosed January 2012 - August 2013
Huntington National Bank 2009 - 2011
New York Life 2007 - 2009
AEGON Americas 1996 - 2007
RGIS 1991 - 1997
US Census Bureau January 1990 - February 1991
Skills
Recruiting, Technical Recruiting, Training, Management, Sales, Budgets, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Staffing Services, College Recruiting, Contract Recruitment, Temporary Staffing, Sourcing, Retirement
Education
Central Michigan University 1985 — 1989
Bachelor of Science (B.S.), Marketing and Finance
Select Quote October 2013 - Present
Undislosed January 2012 - August 2013
Huntington National Bank 2009 - 2011
New York Life 2007 - 2009
AEGON Americas 1996 - 2007
RGIS 1991 - 1997
US Census Bureau January 1990 - February 1991
Skills
Recruiting, Technical Recruiting, Training, Management, Sales, Budgets, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Staffing Services, College Recruiting, Contract Recruitment, Temporary Staffing, Sourcing, Retirement
Education
Central Michigan University 1985 — 1989
Bachelor of Science (B.S.), Marketing and Finance
Fred Del Gaudio's New York Life Experience 1976 - 1979
Job Owner, Del Gaudio Associates
Industry Information Technology and Services
Experience
Del Gaudio Associates July 2005 - Present
Sector, Inc. 2003 - 2005
Infocrossing 2000 - 2003
Millennia III 1997 - 2000
Paine Webber 1996 - 1997
Goldman Sachs 1988 - 1995
St. John's Consulting Group 1985 - 1988
Bankers Trust 1981 - 1985
Long Island Lighting Company 1979 - 1981
New York Life 1976 - 1979
Skills
Data Center, Vendor Management, Disaster Recovery, Project Management, Business Continuity, ITIL, IT Strategy, Change Management, Business Development, Product Management, IT Management, Virtualization, Program Management, Budgets, Integration, Infrastructure, New Business Development, IT Service Management, Enterprise Software, Strategic Partnerships
Education
City University of New York City College 1972 — 1976
B.S., Industrial Psychology
Del Gaudio Associates July 2005 - Present
Sector, Inc. 2003 - 2005
Infocrossing 2000 - 2003
Millennia III 1997 - 2000
Paine Webber 1996 - 1997
Goldman Sachs 1988 - 1995
St. John's Consulting Group 1985 - 1988
Bankers Trust 1981 - 1985
Long Island Lighting Company 1979 - 1981
New York Life 1976 - 1979
Skills
Data Center, Vendor Management, Disaster Recovery, Project Management, Business Continuity, ITIL, IT Strategy, Change Management, Business Development, Product Management, IT Management, Virtualization, Program Management, Budgets, Integration, Infrastructure, New Business Development, IT Service Management, Enterprise Software, Strategic Partnerships
Education
City University of New York City College 1972 — 1976
B.S., Industrial Psychology
Minh Q. Nguyen's New York Life Experience 2007 - 2008
Job at Bank of the West
Industry Financial Services
Experience
Bank of the West September 2008 - Present
New York Life 2007 - 2008
GE Money 2004 - 2008
Washington Mutual 1999 - 2004
Skills
Customer Service, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Refinance, FHA, Credit Analysis, Banking, Residential Mortgages, Financial Analysis, Underwriting, Real Estate, Sales, Team Leadership
Education
California State University-Northridge
STC University-San Francisco
FINRA Series 7, 63
Bank of the West September 2008 - Present
New York Life 2007 - 2008
GE Money 2004 - 2008
Washington Mutual 1999 - 2004
Skills
Customer Service, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Refinance, FHA, Credit Analysis, Banking, Residential Mortgages, Financial Analysis, Underwriting, Real Estate, Sales, Team Leadership
Education
California State University-Northridge
STC University-San Francisco
FINRA Series 7, 63
Jessica Soliz's New York Life Experience February 2008 - February 2009
Job owner of jeSol Airbrush Tanning
Industry Financial Services
Experience
jeSol Mobile Airbrush Tanning July 2009 - Present
SCAN Health Plan September 2008 - Present
New York Life February 2008 - February 2009
Decision One Mortgage October 2004 - June 2007
WMC Mortgage June 2002 - October 2004
Education
California State University-Northridge 1997 — 2002
bachelor of Arts, Communication Studies
jeSol Mobile Airbrush Tanning July 2009 - Present
SCAN Health Plan September 2008 - Present
New York Life February 2008 - February 2009
Decision One Mortgage October 2004 - June 2007
WMC Mortgage June 2002 - October 2004
Education
California State University-Northridge 1997 — 2002
bachelor of Arts, Communication Studies
Marc Draghi's New York Life Experience May 2007 - May 2011
Job Senior Associate at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company November 2013 - Present
New York Life Insurance Company May 2011 - November 2013
New York Life May 2007 - May 2011
Skills
BMC Remedy, Lotus Notes, Active Directory, Windows 7, Technical Support, XP, Troubleshooting, Disaster Recovery, Windows Server, Help Desk Support, SharePoint, Customer Service
Education
Centenary College 2002 — 2007
Bachelor of Science (BS), Business Administration and Management, General
The College of New Jersey 2004 — 2006
Business Information Systems
New York Life Insurance Company November 2013 - Present
New York Life Insurance Company May 2011 - November 2013
New York Life May 2007 - May 2011
Skills
BMC Remedy, Lotus Notes, Active Directory, Windows 7, Technical Support, XP, Troubleshooting, Disaster Recovery, Windows Server, Help Desk Support, SharePoint, Customer Service
Education
Centenary College 2002 — 2007
Bachelor of Science (BS), Business Administration and Management, General
The College of New Jersey 2004 — 2006
Business Information Systems
Donya Leeman's New York Life Experience July 2006 - July 2014
Job Director of Training and Support Services
Industry Financial Services
Experience
Money Matters with Ken Moraif April 2015 - Present
New York Life July 2006 - July 2014
Skills
Retirement Planning, Training, Fixed Annuities, Business Development, Life Insurance, 401k, Insurance, Long-term Care, Employee Benefits, Investments, IRAs, Series 6, Term Life Insurance, Leadership, Retirement, Financial Planners, Estate Planning
Education
The American College 1986 — 2008
CLU, Chfc, MSFS, CLF, LUTCF, CASL, Insurance and Financial Services
California State University-Los Angeles 1968 — 1972
MA, Speech Communications-Theater Arts
University of Utah 1960 — 1964
BA, Speech Communications
Money Matters with Ken Moraif April 2015 - Present
New York Life July 2006 - July 2014
Skills
Retirement Planning, Training, Fixed Annuities, Business Development, Life Insurance, 401k, Insurance, Long-term Care, Employee Benefits, Investments, IRAs, Series 6, Term Life Insurance, Leadership, Retirement, Financial Planners, Estate Planning
Education
The American College 1986 — 2008
CLU, Chfc, MSFS, CLF, LUTCF, CASL, Insurance and Financial Services
California State University-Los Angeles 1968 — 1972
MA, Speech Communications-Theater Arts
University of Utah 1960 — 1964
BA, Speech Communications
Wes Shockley's New York Life Experience AgentNew York Life2003 - 2008
Job Agent at New York Life
Industry Insurance
Experience
New York Life AgentNew York Life2003 - 2008
Skills
Customer Service
Education
Central Washington University 1999 — 2001
Business Administration, Management, Marketing, Accounting, Finance
New York Life AgentNew York Life2003 - 2008
Skills
Customer Service
Education
Central Washington University 1999 — 2001
Business Administration, Management, Marketing, Accounting, Finance
Lloyd Lloydgc's New York Life Experience June 1974 - March 2012
Job Retired at None
Industry Insurance
Experience
None April 2012 - Present
New York Life June 1974 - March 2012
Skills
Insurance, Fixed Annuities, Health Insurance, Outlook, Public Speaking, Microsoft Office, Leadership, Reinsurance, Employee Benefits, Disability Insurance, Life Insurance, Risk Management, Strategic Planning
Education
City University of New York City College 1969 — 1973
Bachelor of Arts (B.A.), English Literature
None April 2012 - Present
New York Life June 1974 - March 2012
Skills
Insurance, Fixed Annuities, Health Insurance, Outlook, Public Speaking, Microsoft Office, Leadership, Reinsurance, Employee Benefits, Disability Insurance, Life Insurance, Risk Management, Strategic Planning
Education
City University of New York City College 1969 — 1973
Bachelor of Arts (B.A.), English Literature
Michael Tomolillo's New York Life Experience 2001 - 2005
Job Computer Software Professional
Industry Computer Software
Experience
Matteo Inc. January 2014 - Present
Joem Controls Corporation 2011 - May 2014
Clean Marine Systems Inc. 2010 - 2011
JLM Herbs and Acupuncture 2008 - 2010
Zoove 2006 - 2008
AirTegrity Wireless 2005 - 2006
New York Life 2001 - 2005
Inteck Corporation 1996 - 2000
IBM/FTB 1993 - 1994
Education
California State University-Sacramento
BSEE, Electrical Engineering, Electronic Design
California State University-Sacramento
BA, English
Matteo Inc. January 2014 - Present
Joem Controls Corporation 2011 - May 2014
Clean Marine Systems Inc. 2010 - 2011
JLM Herbs and Acupuncture 2008 - 2010
Zoove 2006 - 2008
AirTegrity Wireless 2005 - 2006
New York Life 2001 - 2005
Inteck Corporation 1996 - 2000
IBM/FTB 1993 - 1994
Education
California State University-Sacramento
BSEE, Electrical Engineering, Electronic Design
California State University-Sacramento
BA, English
Teresa Little's New York Life Experience June 1977 - Present
Job Asst Office Manager at New York Life
Industry Insurance
Experience
New York Life June 1977 - Present
Collins Dept Store June 1975 - June 1977
Skills
Insurance, Outlook, Administrative..., Employee Benefits, Customer Service, Microsoft Excel, Life Insurance, Office Management, Microsoft Office, PowerPoint, Microsoft Word, Data Entry, Access, Health Insurance, Spreadsheets, Lotus Notes, Office Administration, Disability Insurance, Event Planning, Time Management, Administrative...
Education
Central Piedmont Community College 1976 — 1977
Associate's degree, Business Administration and Management, General
West Mecklenburg High School 1973 — 1975
B, Business Administration and Management, General
New York Life June 1977 - Present
Collins Dept Store June 1975 - June 1977
Skills
Insurance, Outlook, Administrative..., Employee Benefits, Customer Service, Microsoft Excel, Life Insurance, Office Management, Microsoft Office, PowerPoint, Microsoft Word, Data Entry, Access, Health Insurance, Spreadsheets, Lotus Notes, Office Administration, Disability Insurance, Event Planning, Time Management, Administrative...
Education
Central Piedmont Community College 1976 — 1977
Associate's degree, Business Administration and Management, General
West Mecklenburg High School 1973 — 1975
B, Business Administration and Management, General
Eric F. Boice's New York Life Experience October 2007 - August 2009
Job Nurse Practitioner Student at Samuel Merritt University
Industry Medical Practice
Experience
Samuel Merritt University Field Technical AdvisorDefender Direct - ADT SecuritySeptember 2009 - February 2012
New York Life October 2007 - August 2009
Advantage Construction and Inspection Services May 2002 - August 2007
City of San Leandro February 1990 - November 2002
Stanford University January 1995 - December 1998
Skills
Customer Service, First Aid, Public Speaking, Outlook, Administration, Microsoft Office, Time Management, Leadership Development, Strategic Planning, System Administration, Team Leadership, Microsoft Word, Budgets, Team Building, Analysis, PowerPoint, Access, Data Entry, Microsoft Excel, Coaching, Fundraising
Education
Samuel Merritt University 2014 — 2018
Master of Science, Nursing Practice
National University 2011 — 2012
Bachelor of Arts (B.A.), Performance Psychology, Cum Laude
Chabot College 1983 — 1987
Associate of Arts (A.A.), Administration of Justice
Samuel Merritt University Field Technical AdvisorDefender Direct - ADT SecuritySeptember 2009 - February 2012
New York Life October 2007 - August 2009
Advantage Construction and Inspection Services May 2002 - August 2007
City of San Leandro February 1990 - November 2002
Stanford University January 1995 - December 1998
Skills
Customer Service, First Aid, Public Speaking, Outlook, Administration, Microsoft Office, Time Management, Leadership Development, Strategic Planning, System Administration, Team Leadership, Microsoft Word, Budgets, Team Building, Analysis, PowerPoint, Access, Data Entry, Microsoft Excel, Coaching, Fundraising
Education
Samuel Merritt University 2014 — 2018
Master of Science, Nursing Practice
National University 2011 — 2012
Bachelor of Arts (B.A.), Performance Psychology, Cum Laude
Chabot College 1983 — 1987
Associate of Arts (A.A.), Administration of Justice
Edward J. Dobbins, CRE's New York Life Experience 1976 - 1990
Job Managing Director Credit Risk Executive at Bank of America Merrill Lynch
Industry Real Estate
Experience
Bank of America Merrill Lynch June 2012 - Present
The Situs Companies July 2009 - June 2012
Natixis Capital Markets 1999 - 2008
GE Capital Real Estate 1997 - 1999
Moody's Investors Service 1994 - 1997
Coopers & Lybrand 1990 - 1994
New York Life 1976 - 1990
Skills
Workout, Valuation, Structured Finance, Asset Management, Due Diligence, Portfolio Management, Real Estate Economics, Asset Managment, Loans
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA, Finance
City University of New York City College 1970 — 1974
B.A., History
Bank of America Merrill Lynch June 2012 - Present
The Situs Companies July 2009 - June 2012
Natixis Capital Markets 1999 - 2008
GE Capital Real Estate 1997 - 1999
Moody's Investors Service 1994 - 1997
Coopers & Lybrand 1990 - 1994
New York Life 1976 - 1990
Skills
Workout, Valuation, Structured Finance, Asset Management, Due Diligence, Portfolio Management, Real Estate Economics, Asset Managment, Loans
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA, Finance
City University of New York City College 1970 — 1974
B.A., History
Josephine Sheehey's New York Life Experience Business ManagerSheehey ConstructionJanuary 2007 - October 2008
Job Agent at New York Life
Industry Financial Services
Experience
New York Life Business ManagerSheehey ConstructionJanuary 2007 - October 2008
Life Sources, Inc May 2003 - August 2007
Education
California State University-Sacramento 2004 — 2008
BS, Finance
Sierra College 2002 — 2004
AS, Business
New York Life Business ManagerSheehey ConstructionJanuary 2007 - October 2008
Life Sources, Inc May 2003 - August 2007
Education
California State University-Sacramento 2004 — 2008
BS, Finance
Sierra College 2002 — 2004
AS, Business
Ciro Guerra's New York Life Experience April 1982 - January 1987
Job CFO at Optical Distributor Group
Industry Wholesale
Experience
Strategic Vision Group LLC January 2014 - Present
Optical Distributor Group March 2003 - December 2013
Wise Optical Distributor Group November 1998 - February 2003
Scafa Tornabene Art Publishing Co. January 1991 - November 1998
Citicorp February 1989 - December 1991
New York Life April 1982 - January 1987
Skills
Accounting, Mergers, Financial Reporting, Budgeting, Strategic Planning, Forecasting, Financial Analysis, Financial Management, Due Diligence, Internal Controls, Financial Modeling, Business Planning, Process Improvement, GAAP, Start-ups, Budgets, Finance, Management, Managerial Finance, Mergers, Private Equity, Sarbanes-Oxley Act
Education
City University of New York-Herbert H. Lehman College 1979 — 1982
BS, Public Accounting
Strategic Vision Group LLC January 2014 - Present
Optical Distributor Group March 2003 - December 2013
Wise Optical Distributor Group November 1998 - February 2003
Scafa Tornabene Art Publishing Co. January 1991 - November 1998
Citicorp February 1989 - December 1991
New York Life April 1982 - January 1987
Skills
Accounting, Mergers, Financial Reporting, Budgeting, Strategic Planning, Forecasting, Financial Analysis, Financial Management, Due Diligence, Internal Controls, Financial Modeling, Business Planning, Process Improvement, GAAP, Start-ups, Budgets, Finance, Management, Managerial Finance, Mergers, Private Equity, Sarbanes-Oxley Act
Education
City University of New York-Herbert H. Lehman College 1979 — 1982
BS, Public Accounting
Rowena Andaya's New York Life Experience August 2008 - Present
Job Financial Services at New York Life
Industry Insurance
Experience
New York Life August 2008 - Present
Education
California State University, Fresno 2005 — 2008
Bachelors of Science, Management
New York Life August 2008 - Present
Education
California State University, Fresno 2005 — 2008
Bachelors of Science, Management
Nick Bracken's New York Life Experience April 2008 - July 2009
Job Underwriter at Verengo Solar
Industry Renewables & Environment
Experience
Verengo Solar November 2013 - Present
Goldline International Inc October 2009 - June 2012
New York Life April 2008 - July 2009
Trader Joes Co July 2002 - January 2006
Skills
Microsoft Excel, Sales, Payroll, Finance, Human Resources, Marketing, Inventory Management, Data Entry, Access, Microsoft CRM, Renewable Energy, Dynamics AX 2009, Microsoft Office, Photovoltaics, Underwriting, Sales Operations, Internal Process..., Management, Customer Service, Leadership, Business Development, Project Management, Sales Management, Strategic Planning, New Business Development
Education
California State University-Los Angeles 2006 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Verengo Solar November 2013 - Present
Goldline International Inc October 2009 - June 2012
New York Life April 2008 - July 2009
Trader Joes Co July 2002 - January 2006
Skills
Microsoft Excel, Sales, Payroll, Finance, Human Resources, Marketing, Inventory Management, Data Entry, Access, Microsoft CRM, Renewable Energy, Dynamics AX 2009, Microsoft Office, Photovoltaics, Underwriting, Sales Operations, Internal Process..., Management, Customer Service, Leadership, Business Development, Project Management, Sales Management, Strategic Planning, New Business Development
Education
California State University-Los Angeles 2006 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Jim Presley's New York Life Experience July 2007 - July 2009
Job Account ExecutiveComputer Technology
Industry Information Technology and Services
Experience
Presidio January 2013 - Present
Six Degrees Consulting August 2009 - April 2012
New York Life July 2007 - July 2009
Technologent 2006 - 2008
Incentra - Star Solutions 2004 - 2005
Global Business Development 2001 - 2004
FutureNext Consulting 2000 - 2001
Lannet Data Communications-Madge Networks 1997 - 2000
Data General 1982 - 1987
Skills
Direct Sales, Multi-channel Marketing, VAR, Sales Plan, Solution Selling, Salesforce.com, Sales Process, Channel, Cloud Computing, Account Management, Sales Management, Cold Calling, Lead Generation, Professional Services, Enterprise Software, Sales, Storage, Sales Operations, Channel Sales, Data Center
Education
California State University-Fullerton
BA, Computer Science-Business Admin
Cerritos College
AA, Computer Science - Business Administration
Professional Development
IT Technology
West Coast University
Masters, Managememt Science
Presidio January 2013 - Present
Six Degrees Consulting August 2009 - April 2012
New York Life July 2007 - July 2009
Technologent 2006 - 2008
Incentra - Star Solutions 2004 - 2005
Global Business Development 2001 - 2004
FutureNext Consulting 2000 - 2001
Lannet Data Communications-Madge Networks 1997 - 2000
Data General 1982 - 1987
Skills
Direct Sales, Multi-channel Marketing, VAR, Sales Plan, Solution Selling, Salesforce.com, Sales Process, Channel, Cloud Computing, Account Management, Sales Management, Cold Calling, Lead Generation, Professional Services, Enterprise Software, Sales, Storage, Sales Operations, Channel Sales, Data Center
Education
California State University-Fullerton
BA, Computer Science-Business Admin
Cerritos College
AA, Computer Science - Business Administration
Professional Development
IT Technology
West Coast University
Masters, Managememt Science
Roman Nurilov's New York Life Experience March 2000 - October 2003
Job
Industry Financial Services
Experience
BlackRock June 2013 - Present
Morgan Stanley May 2010 - June 2013
Morgan Stanley April 2006 - April 2010
JPMorgan Chase October 2003 - April 2006
New York Life March 2000 - October 2003
The Bank of New York 1998 - 2000
Skills
Java, SQL, Unix Shell Scripting, SDLC, Perl, Electronic Trading, Project Management, Software Project..., Spring, C++, Fixed Income, Risk Management, Trading, Performance Tuning, Software Development, Financial Risk, Financial Services, Trading Systems, Derivatives, Credit Derivatives, Credit, Business Intelligence, Linux, Financial Reporting, Concurrent Programming, Market Data, Scalable Architecture, J2EE Application..., Sybase, Testing, Counterparty Risk, Global Regulatory..., DB2, XML, Databases, Management
Education
City University of New York-Brooklyn College 2003 — 2005
MS, Management Information Systems
New York University - Polytechnic School of Engineering 1995 — 1999
BS, Computer Science
BlackRock June 2013 - Present
Morgan Stanley May 2010 - June 2013
Morgan Stanley April 2006 - April 2010
JPMorgan Chase October 2003 - April 2006
New York Life March 2000 - October 2003
The Bank of New York 1998 - 2000
Skills
Java, SQL, Unix Shell Scripting, SDLC, Perl, Electronic Trading, Project Management, Software Project..., Spring, C++, Fixed Income, Risk Management, Trading, Performance Tuning, Software Development, Financial Risk, Financial Services, Trading Systems, Derivatives, Credit Derivatives, Credit, Business Intelligence, Linux, Financial Reporting, Concurrent Programming, Market Data, Scalable Architecture, J2EE Application..., Sybase, Testing, Counterparty Risk, Global Regulatory..., DB2, XML, Databases, Management
Education
City University of New York-Brooklyn College 2003 — 2005
MS, Management Information Systems
New York University - Polytechnic School of Engineering 1995 — 1999
BS, Computer Science
Andrew N. Hernandez's New York Life Experience October 2006 - Present
Job Administration at New York Life
Industry Insurance
Experience
New York Life October 2006 - Present
ZenithOptimedia 2002 - 2005
Cliff Freeman & Partners 1997 - 2002
Ogilvy & Mather 1996 - 1997
TBWA\Chiat\Day May 1993 - June 1996
Skills
Marketing, Advertising, Social Media, Digital Marketing, Integrated Marketing, Social Media Marketing, Insurance, Marketing Communications, Marketing Strategy, Online Advertising, Digital Media
Education
Colgate University 1987 — 1991
Bachelor of Science, Latin American Studies/ International Relations Minor
Millbrook School
Millbrook School
Millbrook School
New York Life October 2006 - Present
ZenithOptimedia 2002 - 2005
Cliff Freeman & Partners 1997 - 2002
Ogilvy & Mather 1996 - 1997
TBWA\Chiat\Day May 1993 - June 1996
Skills
Marketing, Advertising, Social Media, Digital Marketing, Integrated Marketing, Social Media Marketing, Insurance, Marketing Communications, Marketing Strategy, Online Advertising, Digital Media
Education
Colgate University 1987 — 1991
Bachelor of Science, Latin American Studies/ International Relations Minor
Millbrook School
Millbrook School
Millbrook School
Jo-Anne Visovsky's New York Life Experience June 1975 - 1983
Job Owner at Beaniecopter Technologies, LLC
Industry Computer Software
Experience
Beaniecopter Technologies, LLC September 2002 - Present
H & R Block January 2010 - Present
Princeton Information October 1999 - September 2002
Associated Press 1999 - 2002
Dun & Bradstreet (D&B) 1988 - 1999
John Wiley and Sons 1983 - 1987
New York Life June 1975 - 1983
Skills
ASP.NET, Database Design, SQL Server, Web Development, Tax Preparation, Microsoft SQL Server, Software Development, .NET
Education
New Jersey City University 2008 — 2010
M.S., Finance
City University of New York-Brooklyn College 1971 — 1975
B.S., Computer Science, Mathematics
Mater Christi High School
Beaniecopter Technologies, LLC September 2002 - Present
H & R Block January 2010 - Present
Princeton Information October 1999 - September 2002
Associated Press 1999 - 2002
Dun & Bradstreet (D&B) 1988 - 1999
John Wiley and Sons 1983 - 1987
New York Life June 1975 - 1983
Skills
ASP.NET, Database Design, SQL Server, Web Development, Tax Preparation, Microsoft SQL Server, Software Development, .NET
Education
New Jersey City University 2008 — 2010
M.S., Finance
City University of New York-Brooklyn College 1971 — 1975
B.S., Computer Science, Mathematics
Mater Christi High School
Craig Bachouros's New York Life Experience June 2008 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
New York Life June 2008 - January 2009
CitiFinancial August 2001 - November 2006
Education
Cleveland State University 1975 — 1979
B.A., Sociology
New York Life June 2008 - January 2009
CitiFinancial August 2001 - November 2006
Education
Cleveland State University 1975 — 1979
B.A., Sociology
Garth Lawrence's New York Life Experience September 1994 - December 1997
Job Senior Manager, PricewaterhouseCoopers, CPA
Industry Accounting
Experience
PricewaterhouseCoopers December 1997 - Present
New York Life September 1994 - December 1997
HSBC 1991 - 1994
Skills
Accounting, Auditing, Financial Reporting, GAAP, Internal Controls, SEC Financial Reporting, Consolidation, Financial Statements, Financial Accounting, General Ledger, Management
Education
City University of New York-Herbert H. Lehman College 1990 — 1994
Bsc, Accounting
Calabar
PricewaterhouseCoopers December 1997 - Present
New York Life September 1994 - December 1997
HSBC 1991 - 1994
Skills
Accounting, Auditing, Financial Reporting, GAAP, Internal Controls, SEC Financial Reporting, Consolidation, Financial Statements, Financial Accounting, General Ledger, Management
Education
City University of New York-Herbert H. Lehman College 1990 — 1994
Bsc, Accounting
Calabar
Chafee Jones's New York Life Experience February 1983 - Present
Job agent at New York Life
Industry Financial Services
Experience
New York Life February 1983 - Present
Fiber Industries April 1974 - July 1982
Skills
Led General office in..., MDRT Qualififer, Made council level for...
Education
The American College 1985 — 1989
CLU & CHFC
Clemson University 1968 — 1971
New York Life February 1983 - Present
Fiber Industries April 1974 - July 1982
Skills
Led General office in..., MDRT Qualififer, Made council level for...
Education
The American College 1985 — 1989
CLU & CHFC
Clemson University 1968 — 1971
Arna (Lancaster) Moore's New York Life Experience June 2008 - December 2009
Job AVP, Financial Consultant
Industry Financial Services
Experience
Citizens Bank March 2015 - Present
Huntington Investment Company December 2009 - March 2015
New York Life June 2008 - December 2009
JP Morgan Chase September 2002 - June 2008
Prudential 1997 - 2001
Skills
Fixed Annuities, Investments, Mutual Funds, Financial Advisory, Life Insurance, Long Term Care Insurance, Retirement Planning, Insurance, Strategic Financial..., Customer Service, Process Improvement, Microsoft Office, Strategic Planning, Data Analysis, Management, Series 7, Series 63, Financial Planning
Education
Hillsdale College 1991 — 1995
BS, Biology
College for Financial Planning
Studying, Certified Financial Planner
College for Financial Planning
Chartered Mutual Fund Counselor
Citizens Bank March 2015 - Present
Huntington Investment Company December 2009 - March 2015
New York Life June 2008 - December 2009
JP Morgan Chase September 2002 - June 2008
Prudential 1997 - 2001
Skills
Fixed Annuities, Investments, Mutual Funds, Financial Advisory, Life Insurance, Long Term Care Insurance, Retirement Planning, Insurance, Strategic Financial..., Customer Service, Process Improvement, Microsoft Office, Strategic Planning, Data Analysis, Management, Series 7, Series 63, Financial Planning
Education
Hillsdale College 1991 — 1995
BS, Biology
College for Financial Planning
Studying, Certified Financial Planner
College for Financial Planning
Chartered Mutual Fund Counselor
Jeff Wheeler's New York Life Experience October 2013 - Present
Job Partner at New York Life
Industry Insurance
Experience
New York Life October 2013 - Present
Waddell & Reed December 2011 - October 2013
Adviser Investments December 2007 - September 2011
Bank of America Investments August 2002 - November 2007
First Union Securities 1998 - 2002
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1998
Rauscher Pierce Refsnes August 1988 - June 1994
Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Motivational..., Communication, Multi-tasking Skills, Time Management, Thought Leadership
Education
Colby College 1974 — 1978
BA, Government
Salisbury School 1970 — 1974
H.S. diploma
New York Life October 2013 - Present
Waddell & Reed December 2011 - October 2013
Adviser Investments December 2007 - September 2011
Bank of America Investments August 2002 - November 2007
First Union Securities 1998 - 2002
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1998
Rauscher Pierce Refsnes August 1988 - June 1994
Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Motivational..., Communication, Multi-tasking Skills, Time Management, Thought Leadership
Education
Colby College 1974 — 1978
BA, Government
Salisbury School 1970 — 1974
H.S. diploma
Robert Basin's New York Life Experience December 2007 - June 2008
Job Real Estate Sales Agent
Industry Real Estate
Experience
Century 21 Beggins Enterprises February 2009 - Present
New York Life December 2007 - June 2008
hhgregg September 2005 - December 2007
Office Depot July 1996 - September 2005
Skills
Relocation, Short Sales, Residential Homes, First Time Home Buyers, Single Family Homes, Real Estate, Condos, Sellers, New Home Sales, Selling, Foreclosures, Waterfront, Sales, Listings, REO, Real Estate Transactions
Education
Coastal Carolina University 1988 — 1996
Bachelor, Ancient History, Classics
Century 21 Beggins Enterprises February 2009 - Present
New York Life December 2007 - June 2008
hhgregg September 2005 - December 2007
Office Depot July 1996 - September 2005
Skills
Relocation, Short Sales, Residential Homes, First Time Home Buyers, Single Family Homes, Real Estate, Condos, Sellers, New Home Sales, Selling, Foreclosures, Waterfront, Sales, Listings, REO, Real Estate Transactions
Education
Coastal Carolina University 1988 — 1996
Bachelor, Ancient History, Classics
Jennifer A. Best's New York Life Experience December 2000 - Present
Job Corporate Vice President at New York Life
Industry Insurance
Experience
New York Life December 2000 - Present
Skills
Insurance and..., Records Management, Strategy, Leadership, Document Management, Insurance, Governance, Litigation Support, Enterprise Content..., Knowledge Management, Information Management, SharePoint, Management, Life Insurance, Business Process..., Risk Management, Program Management
Education
Rutgers University School of Law - Newark 1995 — 1998
Juris Doctor, Law
John Jay College of Criminal Justice 1990 — 1994
Bachelor's degree, Forensic Psychology, Summa Cum Laude
New York Life December 2000 - Present
Skills
Insurance and..., Records Management, Strategy, Leadership, Document Management, Insurance, Governance, Litigation Support, Enterprise Content..., Knowledge Management, Information Management, SharePoint, Management, Life Insurance, Business Process..., Risk Management, Program Management
Education
Rutgers University School of Law - Newark 1995 — 1998
Juris Doctor, Law
John Jay College of Criminal Justice 1990 — 1994
Bachelor's degree, Forensic Psychology, Summa Cum Laude
Stan Akerman's New York Life Experience September 1997 - February 2000
Job Business Systems Analyst at AIG
Industry Insurance
Experience
Major Insurance Company February 2010 - Present
Pride Technology September 2009 - January 2010
Travelers December 2001 - August 2009
Independent Consultant July 2001 - December 2001
Lehman Brothers March 2000 - June 2001
Sharp Decisions April 1994 - June 2001
New York Life September 1997 - February 2000
Bankers Trust June 1996 - August 1997
Bear Stearns April 1994 - June 1996
TCAM SYSTEMS, INC April 1982 - April 1994
Skills
Business Analysis, Requirements Gathering, Microsoft Office, Project Management, UAT Coordination, C++, SQL, Databases, Microsoft Project, Project Estimation, Product Lifecycle..., Equities, Commodity, Options, Property & Casualty..., Business Process..., HP Quality Center, Software Project..., Access, Analysis, SDLC, Fixed Income, Oracle, Risk Management
Education
New York University
Master of Science (MS), Computer Science
City University of New York-Brooklyn College
Bachelor of Science (BS), Mathematics
Major Insurance Company February 2010 - Present
Pride Technology September 2009 - January 2010
Travelers December 2001 - August 2009
Independent Consultant July 2001 - December 2001
Lehman Brothers March 2000 - June 2001
Sharp Decisions April 1994 - June 2001
New York Life September 1997 - February 2000
Bankers Trust June 1996 - August 1997
Bear Stearns April 1994 - June 1996
TCAM SYSTEMS, INC April 1982 - April 1994
Skills
Business Analysis, Requirements Gathering, Microsoft Office, Project Management, UAT Coordination, C++, SQL, Databases, Microsoft Project, Project Estimation, Product Lifecycle..., Equities, Commodity, Options, Property & Casualty..., Business Process..., HP Quality Center, Software Project..., Access, Analysis, SDLC, Fixed Income, Oracle, Risk Management
Education
New York University
Master of Science (MS), Computer Science
City University of New York-Brooklyn College
Bachelor of Science (BS), Mathematics
Elizabeth Ubides's New York Life Experience April 2010 - Present
Job Research and Marketing Management
Industry Entertainment
Experience
New York Life April 2010 - Present
Glendale Unified School District July 2011 - 2015
Skills
System Administration, Clerical, Coordination, Community Outreach, Database Design, Marketing Research, Non-profits, Organization, Office Management, Strategic Planning, Problem Solving, Data Analysis
Education
California State University-Long Beach 2005 — 2007
B.A, Psychology/Sociology
New York Life April 2010 - Present
Glendale Unified School District July 2011 - 2015
Skills
System Administration, Clerical, Coordination, Community Outreach, Database Design, Marketing Research, Non-profits, Organization, Office Management, Strategic Planning, Problem Solving, Data Analysis
Education
California State University-Long Beach 2005 — 2007
B.A, Psychology/Sociology
Seth Oliver's New York Life Experience January 2008 - October 2009
Job Financial Services Professional
Industry Financial Services
Experience
Aetna September 2011 - Present
Duke's Station Inc. May 2003 - January 2012
NEW YORK LIFE January 2008 - October 2009
Washington Mutual Bank October 2005 - October 2007
Skills
Finance, Insurance, Management, Banking, Credit, Sales, Loans, Investments, Recruiting, CRM, Financial Services, Analysis, Customer Service, Software Documentation, Equities, Securities, Small Business, Funding, Retirement, Contract Management
Education
California University of Pennsylvania
Bachelor's Degree, Park and Recreation Management
California University of Pennsylvania
Business/Geography Certificate
Aetna September 2011 - Present
Duke's Station Inc. May 2003 - January 2012
NEW YORK LIFE January 2008 - October 2009
Washington Mutual Bank October 2005 - October 2007
Skills
Finance, Insurance, Management, Banking, Credit, Sales, Loans, Investments, Recruiting, CRM, Financial Services, Analysis, Customer Service, Software Documentation, Equities, Securities, Small Business, Funding, Retirement, Contract Management
Education
California University of Pennsylvania
Bachelor's Degree, Park and Recreation Management
California University of Pennsylvania
Business/Geography Certificate
Martin Valdez's New York Life Experience 2012 - 2012
Job Retired
Industry Financial Services
Experience
San Bernardino January 2014 - Present
New York Life Insurance Company July 2012 - January 2014
Guardian Life Insurance July 2009 - July 2012
New York Life 2012 - 2012
Skills
Variable Annuities, Retirement Planning, IRAs, Retirement, Key Person Insurance, Long-term Care, Roth IRA, 401k, Series 6, College Savings Plans, 401k Rollovers, Estate Planning, Buy-sell Agreements, Mutual Funds, Financial Planners, Strategic Financial...
Education
Cal State San Bernardino 1969 — 1975
Bachelor's degree, Political Science and Government
San Bernardino January 2014 - Present
New York Life Insurance Company July 2012 - January 2014
Guardian Life Insurance July 2009 - July 2012
New York Life 2012 - 2012
Skills
Variable Annuities, Retirement Planning, IRAs, Retirement, Key Person Insurance, Long-term Care, Roth IRA, 401k, Series 6, College Savings Plans, 401k Rollovers, Estate Planning, Buy-sell Agreements, Mutual Funds, Financial Planners, Strategic Financial...
Education
Cal State San Bernardino 1969 — 1975
Bachelor's degree, Political Science and Government
Fred Lizzi, Sr.'s New York Life Experience April 2012 - Present
Job Retired Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life April 2012 - Present
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company Corporate VPNew York Life Insurance CompanyMarch 1975 - April 2012
Skills
Annuities, Retirement Planning, IRAs, Pensions, Roth IRA, Qualified Retirement..., Profit Sharing, 403 b, Simple IRA, Retirement, Small Business, Series 6, Life Insurance, Variable Annuities, Mutual Funds, Long-term Care, Strategic Financial..., 401k, ERISA, Fixed Annuities, Employee Benefits, Financial Services, 457 Plans, Series 63, Long Term Care Insurance, Variable Life, Series 7, Term Life Insurance, Defined Benefit, Disability Insurance, Estate Planning
Education
City University of New York-Brooklyn College 1968 — 1972
BA, History and Education
Xaverian HS 1964 — 1968
New York Life April 2012 - Present
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company Corporate VPNew York Life Insurance CompanyMarch 1975 - April 2012
Skills
Annuities, Retirement Planning, IRAs, Pensions, Roth IRA, Qualified Retirement..., Profit Sharing, 403 b, Simple IRA, Retirement, Small Business, Series 6, Life Insurance, Variable Annuities, Mutual Funds, Long-term Care, Strategic Financial..., 401k, ERISA, Fixed Annuities, Employee Benefits, Financial Services, 457 Plans, Series 63, Long Term Care Insurance, Variable Life, Series 7, Term Life Insurance, Defined Benefit, Disability Insurance, Estate Planning
Education
City University of New York-Brooklyn College 1968 — 1972
BA, History and Education
Xaverian HS 1964 — 1968
Plato Dimakos's New York Life Experience January 1985 - November 1999
Job Managing Partner at Chicago NorthWest Financial Group
Industry Financial Services
Experience
Chicago NorthWest Financial Group June 2011 - Present
New York Life January 1985 - November 1999
Skills
Insurance, Public Speaking, Customer Service, Fixed Annuities, Microsoft Word, Sales, Leadership, Microsoft Excel, Teaching, Negotiation, Financial Analysis
Education
Central Washington University 1980 — 1981
Bachelor of Arts (B.A.), Sociology
Chicago State University 1979 — 1980
Chicago NorthWest Financial Group June 2011 - Present
New York Life January 1985 - November 1999
Skills
Insurance, Public Speaking, Customer Service, Fixed Annuities, Microsoft Word, Sales, Leadership, Microsoft Excel, Teaching, Negotiation, Financial Analysis
Education
Central Washington University 1980 — 1981
Bachelor of Arts (B.A.), Sociology
Chicago State University 1979 — 1980
Vasiliy Chubay's New York Life Experience June 2009 - June 2012
Job Senior Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) August 2014 - Present
New York Life June 2009 - June 2012
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Retirement, Long-term Care, Insurance, IRAs, Long Term Care Insurance, Whole Life, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Health Insurance, Universal Life, 401k, Series 6, Financial Planners
Education
Granada Hills High School 1994 — 1996
California State University-Northridge
World Financial Group (WFG) August 2014 - Present
New York Life June 2009 - June 2012
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Retirement, Long-term Care, Insurance, IRAs, Long Term Care Insurance, Whole Life, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Health Insurance, Universal Life, 401k, Series 6, Financial Planners
Education
Granada Hills High School 1994 — 1996
California State University-Northridge
Marie Diana Jimenez's New York Life Experience 1977 - 1979
Job Executive Office Professional
Industry Executive Office
Experience
City College of New York 2007 - 2010
Bankers Trust Company 1979 - 1982
New York Life 1977 - 1979
Education
City University of New York-Hunter College 1973 — 1977
BA, Economics
New Dorp High School 1969 — 1973
Academic, General
City College of New York 2007 - 2010
Bankers Trust Company 1979 - 1982
New York Life 1977 - 1979
Education
City University of New York-Hunter College 1973 — 1977
BA, Economics
New Dorp High School 1969 — 1973
Academic, General
David Scheidt's New York Life Experience March 2013 - Present
Job life insurance agent at New York Life
Industry Insurance
Experience
New York Life March 2013 - Present
AAA Insurance November 2009 - March 2011
Pacific Specialty Insurance Company March 2009 - November 2009
Unitrin Specialty Insurance February 2006 - July 2008
Fresno Lexus / Mercedes of Fresno July 2002 - February 2006
Farmers Insurance January 1972 - May 2002
Skills
Insurance, Employee Benefits, Legal Liability, Claim, Umbrella Insurance, Brokers, Claims Management, Professional Liability
Education
California State University, Fresno 1967 — 2001
Bachelor's Degree, Social Science
New York Life March 2013 - Present
AAA Insurance November 2009 - March 2011
Pacific Specialty Insurance Company March 2009 - November 2009
Unitrin Specialty Insurance February 2006 - July 2008
Fresno Lexus / Mercedes of Fresno July 2002 - February 2006
Farmers Insurance January 1972 - May 2002
Skills
Insurance, Employee Benefits, Legal Liability, Claim, Umbrella Insurance, Brokers, Claims Management, Professional Liability
Education
California State University, Fresno 1967 — 2001
Bachelor's Degree, Social Science
Frank Andujo's New York Life Experience June 2011 - March 2013
Job Insurance Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2013 - Present
New York Life June 2011 - March 2013
Alpha Minor Inc. January 1990 - February 2011
Skills
Management, Life Insurance, Retirement Planning, Insurance, Finance, Accounting, Linguistics, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Retirement, Financial Services, Financial Goals, Long-term Care, Access, Counseling
Education
Cal State Fullerton 2000 — 2004
Masters Linguistics Program, Linguistics
The University of Texas at El Paso 1980 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Finance
UTEP 1980 — 1985
BBA, Accounting
MassMutual Financial Group May 2013 - Present
New York Life June 2011 - March 2013
Alpha Minor Inc. January 1990 - February 2011
Skills
Management, Life Insurance, Retirement Planning, Insurance, Finance, Accounting, Linguistics, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Retirement, Financial Services, Financial Goals, Long-term Care, Access, Counseling
Education
Cal State Fullerton 2000 — 2004
Masters Linguistics Program, Linguistics
The University of Texas at El Paso 1980 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Finance
UTEP 1980 — 1985
BBA, Accounting