New York Life
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Headquarters: New York City, New York, United States Number of employees: 11,320 employees (2017); 12,000 agents CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Salaries. You can even request information on how much does New York Life pay if you want to. Learn about salaries, pros and cons of working for New York Life directly from the past employees.
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1,818 New York Life employees in database. Find out everything there's to know about New York Life employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Employees
Employee
Years
Job
Industry
Keith Munshower Keith Munshower's New York Life Experience July 2001 - November 2003
Job Account Executive at Select Security
Industry Security and Investigations
Experience
Select Security December 2014 - Present
Connext Security Solutions Inc. December 2012 - December 2014
MCA Business Brokers & Reality Group August 2008 - December 2013
MetLife November 2003 - May 2007
New York Life July 2001 - November 2003
Skills
Small Business, Business Planning, Insurance, Management, New Business Development, Selling, Financial Analysis, Investments, Business Valuation, Strategic Financial..., Due Diligence, Marketing, Finance, Leadership, Project Planning, Management Consulting, Sales, Marketing Strategy, Sales Management, Strategic Planning, Business Development, Customer Satisfaction, Coaching, Recruiting, Real Estate, Exit Strategies, Training, Entrepreneurship, Fundraising, Security, Security Clearance, Access Control, Access, CCTV, IP CCTV, Fire Alarm
Education
Indiana University of Pennsylvania 1993 — 1994
Act 120, Criminal Justice
Dickinson Law 1992 — 1992
Act 2, Criminal Justice
GHAR
Real Estate, Commercial properties
Mechanicsburg
Select Security December 2014 - Present
Connext Security Solutions Inc. December 2012 - December 2014
MCA Business Brokers & Reality Group August 2008 - December 2013
MetLife November 2003 - May 2007
New York Life July 2001 - November 2003
Skills
Small Business, Business Planning, Insurance, Management, New Business Development, Selling, Financial Analysis, Investments, Business Valuation, Strategic Financial..., Due Diligence, Marketing, Finance, Leadership, Project Planning, Management Consulting, Sales, Marketing Strategy, Sales Management, Strategic Planning, Business Development, Customer Satisfaction, Coaching, Recruiting, Real Estate, Exit Strategies, Training, Entrepreneurship, Fundraising, Security, Security Clearance, Access Control, Access, CCTV, IP CCTV, Fire Alarm
Education
Indiana University of Pennsylvania 1993 — 1994
Act 120, Criminal Justice
Dickinson Law 1992 — 1992
Act 2, Criminal Justice
GHAR
Real Estate, Commercial properties
Mechanicsburg
Kevin Lockwood's New York Life Experience 2010 - 2011
Job Business Development Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage 2011 - Present
New York Life 2010 - 2011
JP Morgan Chase/Washington Mutual 2003 - 2008
Mid-Atlantic Financial Services, Inc 1999 - 2003
Nestle,USA 1995 - 1999
Skills
Sales Management
Education
University of Phoenix 2010 — 2011
MBA
Eastern Illinois University 1990 — 1992
Wells Fargo Home Mortgage 2011 - Present
New York Life 2010 - 2011
JP Morgan Chase/Washington Mutual 2003 - 2008
Mid-Atlantic Financial Services, Inc 1999 - 2003
Nestle,USA 1995 - 1999
Skills
Sales Management
Education
University of Phoenix 2010 — 2011
MBA
Eastern Illinois University 1990 — 1992
Dani Martin's New York Life Experience January 2008 - January 2009
Job Associate Manager Tools
Industry Management Consulting
Experience
Manager Tools January 2012 - Present
Arkansas Rice Depot November 2010 - December 2011
H.U. Lee Memorial Foundation at American Taekwondo Association January 2009 - November 2010
New York Life January 2008 - January 2009
American Cancer Society, Mid-South Division September 2006 - January 2008
American Cancer Society, Mid-South Division November 2003 - September 2006
American Cancer Society, Pennsylvania Division October 2000 - November 2003
American Cancer Society, Florida Division August 1999 - October 2000
American Cancer Society, Florida Division June 1997 - August 1999
March of Dimes November 1996 - June 1997
Skills
Strategic Planning, Fundraising, Volunteer Management, Team Building, Project Management, Marketing, Staff Development, Coaching, Social Media, Non-profits, Program Management, Public Speaking, Management, Training, Event Management, Public Relations, Community Outreach, Event Planning, Strategy, Team Leadership, Recruiting, Healthcare, Nonprofits, Microsoft Word, Budgets, Project Planning, Leadership, Advertising, Human Resources, Press Releases
Education
Dickinson College 1990 — 1994
BA - cum laude, Sociology and Economics
Manager Tools January 2012 - Present
Arkansas Rice Depot November 2010 - December 2011
H.U. Lee Memorial Foundation at American Taekwondo Association January 2009 - November 2010
New York Life January 2008 - January 2009
American Cancer Society, Mid-South Division September 2006 - January 2008
American Cancer Society, Mid-South Division November 2003 - September 2006
American Cancer Society, Pennsylvania Division October 2000 - November 2003
American Cancer Society, Florida Division August 1999 - October 2000
American Cancer Society, Florida Division June 1997 - August 1999
March of Dimes November 1996 - June 1997
Skills
Strategic Planning, Fundraising, Volunteer Management, Team Building, Project Management, Marketing, Staff Development, Coaching, Social Media, Non-profits, Program Management, Public Speaking, Management, Training, Event Management, Public Relations, Community Outreach, Event Planning, Strategy, Team Leadership, Recruiting, Healthcare, Nonprofits, Microsoft Word, Budgets, Project Planning, Leadership, Advertising, Human Resources, Press Releases
Education
Dickinson College 1990 — 1994
BA - cum laude, Sociology and Economics
Mary Adele Cluck's New York Life Experience July 2004 - October 2007
Job Advantage Realty Services Inc. Property Management Consultant
Industry Real Estate
Experience
Advantage Realty Services Inc. January 2015 - Present
Marry Me Mary May 2007 - Present
Princess Alana & Her Magic Dolphin April 2003 - Present
Florida Medical Clinic Foundation of Caring June 2014 - January 2015
Greater Wesley Chapel Chamber of Commerce September 2011 - June 2013
Fifth Third Bank December 2007 - August 2011
New York Life July 2004 - October 2007
Skills
Leadership, Customer Service, Marketing, Small Business, Social Networking, Community Development, Fundraising, Team Building, Public Relations, Community Outreach, Microsoft Office, Facebook, Entrepreneurship, Management, Sales, Marketing Strategy, Outlook, Event Management, Public Speaking, Coordinating Events, Personal Development, Social Media, Strategic Planning, Leadership Development, CRM, Business Planning, Team Leadership, Account Management, New Business Development, Coaching, Budgets, Nonprofits, Analysis, Business Networking, Banking, Marketing Communications, Time Management, Project Management, Online Marketing, Recruiting, Customer Satisfaction, Event Planning, Community Relations, Non-profits, Social Media Marketing, Training, Networking, Finance, Business Development, Creative Writing
Education
University of Phoenix 2000 — 2002
MBA, Organizational Management
Eckerd College 1993 — 1997
BA, Business Management
Advantage Realty Services Inc. January 2015 - Present
Marry Me Mary May 2007 - Present
Princess Alana & Her Magic Dolphin April 2003 - Present
Florida Medical Clinic Foundation of Caring June 2014 - January 2015
Greater Wesley Chapel Chamber of Commerce September 2011 - June 2013
Fifth Third Bank December 2007 - August 2011
New York Life July 2004 - October 2007
Skills
Leadership, Customer Service, Marketing, Small Business, Social Networking, Community Development, Fundraising, Team Building, Public Relations, Community Outreach, Microsoft Office, Facebook, Entrepreneurship, Management, Sales, Marketing Strategy, Outlook, Event Management, Public Speaking, Coordinating Events, Personal Development, Social Media, Strategic Planning, Leadership Development, CRM, Business Planning, Team Leadership, Account Management, New Business Development, Coaching, Budgets, Nonprofits, Analysis, Business Networking, Banking, Marketing Communications, Time Management, Project Management, Online Marketing, Recruiting, Customer Satisfaction, Event Planning, Community Relations, Non-profits, Social Media Marketing, Training, Networking, Finance, Business Development, Creative Writing
Education
University of Phoenix 2000 — 2002
MBA, Organizational Management
Eckerd College 1993 — 1997
BA, Business Management
Nicolas Essis-Breton's New York Life Experience 2003 - 2003
Job Actuarial PhD Student, A.S.A.
Industry Insurance
Experience
Concordia University 2011 - Present
Actuaires-Conseils Bergeron & Associés 2006 - 2010
4Folium 2004 - 2005
New York Life 2003 - 2003
Skills
Actuarial Science, Python, Fortran, Variable Annuities, Linux, GPU, C++
Education
Concordia University 2011 — 2015
Doctor of Philosophy (PhD), Actuarial Science
Université Laval 2004 — 2009
Master's degree, Actuarial Science
Université Laval 2001 — 2004
Bachelor's degree, Actuarial Science
Concordia University 2011 - Present
Actuaires-Conseils Bergeron & Associés 2006 - 2010
4Folium 2004 - 2005
New York Life 2003 - 2003
Skills
Actuarial Science, Python, Fortran, Variable Annuities, Linux, GPU, C++
Education
Concordia University 2011 — 2015
Doctor of Philosophy (PhD), Actuarial Science
Université Laval 2004 — 2009
Master's degree, Actuarial Science
Université Laval 2001 — 2004
Bachelor's degree, Actuarial Science
Ramiro DeLaMora's New York Life Experience January 2015 - Present
Job New York Life Ins. Agent
Industry Financial Services
Experience
New York Life January 2015 - Present
LifeQuest Fitness Center September 2008 - December 2014
US BANK April 2007 - June 2008
Skills
Customer Service, Event Planning, Public Speaking, Team Building, Coaching, Fitness, Event Management, Sports, Budgets, Cpr Certified, Leadership, Microsoft Office, CPR Certified, Training, Fundraising, Time Management, Community Outreach, Marketing, Social Networking
Education
Columbia Basin College 2001 — 2002
Business Management
New York Life January 2015 - Present
LifeQuest Fitness Center September 2008 - December 2014
US BANK April 2007 - June 2008
Skills
Customer Service, Event Planning, Public Speaking, Team Building, Coaching, Fitness, Event Management, Sports, Budgets, Cpr Certified, Leadership, Microsoft Office, CPR Certified, Training, Fundraising, Time Management, Community Outreach, Marketing, Social Networking
Education
Columbia Basin College 2001 — 2002
Business Management
Mark Weller, M.B.A. Mark Weller, M.B.A.'s New York Life Experience December 2008 - May 2009
Job Investment Adviser Representative at Eagle Strategies LLC
Industry Financial Services
Experience
Eagles Strategies LLC June 2012 - Present
New York Life Insurance Company June 2009 - June 2012
FOX POOL MANAGEMENT May 2002 - September 2009
New York Life December 2008 - May 2009
Skills
Retirement Planning, Insurance, Disability Insurance, Estate Planning, Investments, Retirement, Wealth Management, Fixed Annuities, 401k Rollovers, Employer Retirement..., Wealth Accumulation, Long Term Care, Annuities, IRA's, Life Insurance, Irrevocable Life..., IRAs, Financial Services, Asset Management, Portfolio Management, Long-term Care
Education
La Salle University 2007 — 2009
MBA, Finance
Dickinson College 2003 — 2007
B.A., Economics
Hatboro-Horsham 1999 — 2003
American College
Eagle Boot Camp
Eagles Strategies LLC June 2012 - Present
New York Life Insurance Company June 2009 - June 2012
FOX POOL MANAGEMENT May 2002 - September 2009
New York Life December 2008 - May 2009
Skills
Retirement Planning, Insurance, Disability Insurance, Estate Planning, Investments, Retirement, Wealth Management, Fixed Annuities, 401k Rollovers, Employer Retirement..., Wealth Accumulation, Long Term Care, Annuities, IRA's, Life Insurance, Irrevocable Life..., IRAs, Financial Services, Asset Management, Portfolio Management, Long-term Care
Education
La Salle University 2007 — 2009
MBA, Finance
Dickinson College 2003 — 2007
B.A., Economics
Hatboro-Horsham 1999 — 2003
American College
Eagle Boot Camp
Cortney Slaight's New York Life Experience July 2008 - August 2010
Job Associate Account Executive at Lawrence & Schiller
Industry Marketing and Advertising
Experience
Lawrence & Schiller September 2013 - Present
Visit Spearfish, Inc. October 2012 - September 2013
First Bank & Trust May 2010 - September 2012
Trojan Times August 2010 - December 2011
Firstline Funding Group June 2011 - August 2011
Deadwood Mountain Grand May 2011 - June 2011
Bunker Transport July 2008 - February 2011
New York Life July 2008 - August 2010
Skills
Microsoft Office, Social Media, Customer Service, Marketing, Event Planning, Facebook, Communication Skills, Online Marketing, Audience Development, Lead Generation, Market Analysis, Public Relations, SEO, Social Networking, Leadership, Website Updating, Teamwork, Retail, Social Media Marketing, Marketing Communications
Education
Dakota State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Lawrence & Schiller September 2013 - Present
Visit Spearfish, Inc. October 2012 - September 2013
First Bank & Trust May 2010 - September 2012
Trojan Times August 2010 - December 2011
Firstline Funding Group June 2011 - August 2011
Deadwood Mountain Grand May 2011 - June 2011
Bunker Transport July 2008 - February 2011
New York Life July 2008 - August 2010
Skills
Microsoft Office, Social Media, Customer Service, Marketing, Event Planning, Facebook, Communication Skills, Online Marketing, Audience Development, Lead Generation, Market Analysis, Public Relations, SEO, Social Networking, Leadership, Website Updating, Teamwork, Retail, Social Media Marketing, Marketing Communications
Education
Dakota State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Mike Skoulsky's New York Life Experience May 2009 - November 2009
Job President/ Founder of KMS Development and Einstein Apartments
Industry Real Estate
Experience
KMS Development and Einstein Apartments January 2011 - Present
PuroClean Disaster Restoration Services November 2009 - March 2010
New York Life May 2009 - November 2009
Dream House Construction June 2005 - April 2009
UA Group LLC August 2004 - June 2005
Skills
Investments, Customer Relations, Excel, Customer Service, Asset Management, Asset Managment, Construction, Construction Management, Real Estate Development, Real Estate Investor, Real Estate Transactions, Real Estate, Microsoft Excel, Finance, Financial Analysis, New Home Construction, Commercial Real Estate, Residential Homes, Investment Properties
Education
DePaul University 2004 — 2008
BS, Finance
vernon hills
KMS Development and Einstein Apartments January 2011 - Present
PuroClean Disaster Restoration Services November 2009 - March 2010
New York Life May 2009 - November 2009
Dream House Construction June 2005 - April 2009
UA Group LLC August 2004 - June 2005
Skills
Investments, Customer Relations, Excel, Customer Service, Asset Management, Asset Managment, Construction, Construction Management, Real Estate Development, Real Estate Investor, Real Estate Transactions, Real Estate, Microsoft Excel, Finance, Financial Analysis, New Home Construction, Commercial Real Estate, Residential Homes, Investment Properties
Education
DePaul University 2004 — 2008
BS, Finance
vernon hills
Chardella Richardson Chardella Richardson's New York Life Experience November 2011 - March 2012
Job
Industry Insurance
Experience
Humana July 2012 - Present
Humana 2012 - 2014
New York Life November 2011 - March 2012
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, PowerPoint, Windows, English, Strategic Planning, Research, Budgets, Public Speaking, Insurance, HTML, Negotiation
Education
Grand Canyon University 2013 — 2015
Bachelor of Science (BS), Health/Health Care Administration/Management
College of Southern Nevada
Humana July 2012 - Present
Humana 2012 - 2014
New York Life November 2011 - March 2012
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, PowerPoint, Windows, English, Strategic Planning, Research, Budgets, Public Speaking, Insurance, HTML, Negotiation
Education
Grand Canyon University 2013 — 2015
Bachelor of Science (BS), Health/Health Care Administration/Management
College of Southern Nevada
Dan Rivers, CLTC Dan Rivers, CLTC's New York Life Experience November 2013 - Present
Job Long Term Care Consultant, New York Life
Industry Insurance
Experience
New York Life November 2013 - Present
Genworth Financial July 2005 - July 2013
Financial Dynamics, LTC June 1989 - June 2005
National Brokerage Service August 1984 - June 1989
Skills
Long Term Care Insurance, Insurance, Life Insurance, Employee Benefits, Disability Insurance, Long-term Care, Leadership
Education
Community College of Rhode Island 1984 — 1986
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
New York Life November 2013 - Present
Genworth Financial July 2005 - July 2013
Financial Dynamics, LTC June 1989 - June 2005
National Brokerage Service August 1984 - June 1989
Skills
Long Term Care Insurance, Insurance, Life Insurance, Employee Benefits, Disability Insurance, Long-term Care, Leadership
Education
Community College of Rhode Island 1984 — 1986
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Buck Van Hooser Buck Van Hooser's New York Life Experience 2000 - 2001
Job Business Development Specialist for your business success.
Industry Marketing and Advertising
Experience
KTTS 94.7, KSGF 104.1, KRVI 106.7, KSPW 96.5 Radio Stations February 2014 - Present
Involved Citizen 1970 - Present
Van Hooser for Springfield October 2014 - April 2015
TSI Technology Solutions, LLC December 2012 - January 2014
C&C Group October 2011 - October 2012
Prestressed Casting Company October 2006 - August 2011
Jenkins Diesel Power Inc November 2001 - October 2006
New York Life 2000 - 2001
Sign-a-Rama Springfield MO 1999 - 2000
KOLR10 TV 1992 - 1999
Skills
Relationship Development, New Business Development, Inter-personal, Team Building, Customer Service, Leadership, Lobbying, Negotiation, Social Networking, Sustainability, Networking, Sales, Advertising, Management, Contract Negotiation, Sales Management, Presentations, Recruiting, Project Planning, Business Development, Marketing, Program Management, Strategy, Project Management, Team Leadership, Account Management, Strategic Planning, Time Management, Direct Sales, Salesforce.com, Technology Integration, VoIP Communications, ShoreTel, Access Control, IP CCTV, Group Presentations, Problem Solving, Communication, Netweaving, Solution Selling, Sales Operations, Public Relations, Selling, Security, Operations Management, Start-ups, VoIP, Budgets, Customer Satisfaction, CRM
Education
Drury University 1975 — 1978
Business Admin/Economics/Marketing
Baxter Springs High School 1972 — 1975
General with emphasis in math
Horace Mann Elementary
KTTS 94.7, KSGF 104.1, KRVI 106.7, KSPW 96.5 Radio Stations February 2014 - Present
Involved Citizen 1970 - Present
Van Hooser for Springfield October 2014 - April 2015
TSI Technology Solutions, LLC December 2012 - January 2014
C&C Group October 2011 - October 2012
Prestressed Casting Company October 2006 - August 2011
Jenkins Diesel Power Inc November 2001 - October 2006
New York Life 2000 - 2001
Sign-a-Rama Springfield MO 1999 - 2000
KOLR10 TV 1992 - 1999
Skills
Relationship Development, New Business Development, Inter-personal, Team Building, Customer Service, Leadership, Lobbying, Negotiation, Social Networking, Sustainability, Networking, Sales, Advertising, Management, Contract Negotiation, Sales Management, Presentations, Recruiting, Project Planning, Business Development, Marketing, Program Management, Strategy, Project Management, Team Leadership, Account Management, Strategic Planning, Time Management, Direct Sales, Salesforce.com, Technology Integration, VoIP Communications, ShoreTel, Access Control, IP CCTV, Group Presentations, Problem Solving, Communication, Netweaving, Solution Selling, Sales Operations, Public Relations, Selling, Security, Operations Management, Start-ups, VoIP, Budgets, Customer Satisfaction, CRM
Education
Drury University 1975 — 1978
Business Admin/Economics/Marketing
Baxter Springs High School 1972 — 1975
General with emphasis in math
Horace Mann Elementary
Lloyd Rose Lloyd Rose's New York Life Experience June 2011 - December 2012
Job Financial Represenative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2013 - Present
New York Life June 2011 - December 2012
Aviva plc March 2001 - May 2009
Skills
Personal Financial...
Education
Dowling College 1981 — 1985
State University of New York College at Old Westbury 1978 — 1981
Bachelor of Science (BS), Finance and Business Management
MassMutual Financial Group March 2013 - Present
New York Life June 2011 - December 2012
Aviva plc March 2001 - May 2009
Skills
Personal Financial...
Education
Dowling College 1981 — 1985
State University of New York College at Old Westbury 1978 — 1981
Bachelor of Science (BS), Finance and Business Management
Kyle Knox Kyle Knox's New York Life Experience January 1991 - April 1998
Job Principal & Executive Vice President at A10 Capital
Industry Real Estate
Experience
A10 Capital August 2010 - Present
Beal Bank December 2008 - August 2010
Morgan Stanley April 2005 - December 2008
Column Financial Credit Suisse November 2003 - April 2005
Goldman Sachs Commercial Mortgage Capital April 1998 - October 2003
New York Life January 1991 - April 1998
Skills
Commercial Mortgages, Mezzanine, Real Estate, Mortgage Lending, Mortgage Banking, Equities, Sellers, Real Estate Economics, Loans, Asset Managment, Disposition, CMBS, Due Diligence, Underwriting, Debt, Negotiations, Capital, Commercial Real Estate, Loan Origination, Finance, Real Estate Financing, Appraisals, Valuation, Capital Markets, Asset Management, Real Estate Transactions, Investment Properties, Negotiation, Real Estate Development, Investments, Securitization, Loan Servicing, Financial Analysis, Property Management, Brokerage, Mergers & Acquisitions, Credit, Financial Modeling, Property, Construction Loans, Commercial Lending, Portfolio Management, Private Equity, Structured Finance, Financial Structuring, Acquisitions, Bridge Loans, Location Intelligence, Corporate Real Estate, Argus Modeling
Education
Texas A&M University
BBA, Finance
Dallas Baptist University
MBA, Finance
A10 Capital August 2010 - Present
Beal Bank December 2008 - August 2010
Morgan Stanley April 2005 - December 2008
Column Financial Credit Suisse November 2003 - April 2005
Goldman Sachs Commercial Mortgage Capital April 1998 - October 2003
New York Life January 1991 - April 1998
Skills
Commercial Mortgages, Mezzanine, Real Estate, Mortgage Lending, Mortgage Banking, Equities, Sellers, Real Estate Economics, Loans, Asset Managment, Disposition, CMBS, Due Diligence, Underwriting, Debt, Negotiations, Capital, Commercial Real Estate, Loan Origination, Finance, Real Estate Financing, Appraisals, Valuation, Capital Markets, Asset Management, Real Estate Transactions, Investment Properties, Negotiation, Real Estate Development, Investments, Securitization, Loan Servicing, Financial Analysis, Property Management, Brokerage, Mergers & Acquisitions, Credit, Financial Modeling, Property, Construction Loans, Commercial Lending, Portfolio Management, Private Equity, Structured Finance, Financial Structuring, Acquisitions, Bridge Loans, Location Intelligence, Corporate Real Estate, Argus Modeling
Education
Texas A&M University
BBA, Finance
Dallas Baptist University
MBA, Finance
David Heinle David Heinle's New York Life Experience September 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life September 2013 - Present
R.J. O'Brien 2011 - 2012
M.F. Global July 2007 - November 2011
FIMAT 1996 - 2007
Prudential Securities 1990 - 1996
Skills
Series 7, Hedge Funds, Derivatives, Financial Analysis, Securities, Financial Services, Finance, Trading, Options, Commodity, FINRA, Insurance, Retirement Planning, Equities, Hedging, Commodity Markets, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
University of Richmond - Robins School of Business
Bachelor of Science (B.S.), Marketing/Economics
New York Life September 2013 - Present
R.J. O'Brien 2011 - 2012
M.F. Global July 2007 - November 2011
FIMAT 1996 - 2007
Prudential Securities 1990 - 1996
Skills
Series 7, Hedge Funds, Derivatives, Financial Analysis, Securities, Financial Services, Finance, Trading, Options, Commodity, FINRA, Insurance, Retirement Planning, Equities, Hedging, Commodity Markets, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
University of Richmond - Robins School of Business
Bachelor of Science (B.S.), Marketing/Economics
Brad Feldhaus Brad Feldhaus's New York Life Experience December 2003 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life December 2003 - Present
Hyatt Hotels Corporation June 2000 - December 2003
Skills
Retirement Planning, Annuities, Long Term Care, Disability Insurance, Life Insurance, Estate Planning, Fixed Annuities, Long-term Care, IRAs, Retirement, Employee Benefits, Investments, Term Life Insurance, Financial Services, 401k Rollovers, Mutual Funds, Investment Strategies, Insurance, Asset Allocation, Investment Advisory, Small Business, Strategic Financial..., Wealth Management
Education
Colorado State University 1997 — 2000
Bachelor of Science (BS), Natural Resource Recreation and Tourism
Battle Mountain High School 1991 — 1995
Colorado Mesa University
New York Life December 2003 - Present
Hyatt Hotels Corporation June 2000 - December 2003
Skills
Retirement Planning, Annuities, Long Term Care, Disability Insurance, Life Insurance, Estate Planning, Fixed Annuities, Long-term Care, IRAs, Retirement, Employee Benefits, Investments, Term Life Insurance, Financial Services, 401k Rollovers, Mutual Funds, Investment Strategies, Insurance, Asset Allocation, Investment Advisory, Small Business, Strategic Financial..., Wealth Management
Education
Colorado State University 1997 — 2000
Bachelor of Science (BS), Natural Resource Recreation and Tourism
Battle Mountain High School 1991 — 1995
Colorado Mesa University
Matthew A. Silvia's New York Life Experience June 2008 - April 2009
Job Regional Training Coordinator – Training Delivery, East Coast Operations at Cox Communications
Industry Telecommunications
Experience
Cox Communications December 2014 - Present
Cox Communications February 2012 - December 2014
Cox Communications April 2009 - February 2012
New York Life June 2008 - April 2009
Jennifer Convertibles November 2006 - October 2008
Skills
Training, Leadership, Employee Training, Process Improvement, Management, Sales, Learning Management..., Customer Satisfaction, Employee Onboarding, Call Centers, Onboarding, Innovation, Training Delivery, Team Building, Data Analysis, Microsoft Office, Coordination, Organization &..., Team Leadership, Investments, Account Management, Retail, Customer Retention, Sales Operations, Customer Service
Education
Western Governors University 2012 — 2015
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
WPRI - Channel 12 2011 — 2011
Internship, Sports Media
Connecticut School of Broadcasting 2010 — 2010
Certification, Television & Radio Broadcasting and Production
Community College of Rhode Island 2002 — 2004
Associate of Arts (A.A.), Liberal Arts
West Warwick High School 1999 — 2002
H.S. Diploma, College Preparatory Studies
Cox Communications December 2014 - Present
Cox Communications February 2012 - December 2014
Cox Communications April 2009 - February 2012
New York Life June 2008 - April 2009
Jennifer Convertibles November 2006 - October 2008
Skills
Training, Leadership, Employee Training, Process Improvement, Management, Sales, Learning Management..., Customer Satisfaction, Employee Onboarding, Call Centers, Onboarding, Innovation, Training Delivery, Team Building, Data Analysis, Microsoft Office, Coordination, Organization &..., Team Leadership, Investments, Account Management, Retail, Customer Retention, Sales Operations, Customer Service
Education
Western Governors University 2012 — 2015
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
WPRI - Channel 12 2011 — 2011
Internship, Sports Media
Connecticut School of Broadcasting 2010 — 2010
Certification, Television & Radio Broadcasting and Production
Community College of Rhode Island 2002 — 2004
Associate of Arts (A.A.), Liberal Arts
West Warwick High School 1999 — 2002
H.S. Diploma, College Preparatory Studies
Jay Johnson Jay Johnson's New York Life Experience December 2013 - September 2014
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment April 2015 - Present
New York Life December 2013 - September 2014
Philip T English International Financial Services Limited September 2011 - December 2013
Chartwell April 2009 - September 2011
Lighthouse Financial Initiatives Ltd. February 2006 - January 2009
St. James's Place Wealth Management Group February 2002 - February 2006
Skills
Financial Advisory, Corporate and Employee..., Retirement Planning, US 403(b), US 401k, US 401K Rollovers, US IRAs, US Roth IRAs, Investment Planning, Global Financial Markets, ETFs, Mutual Funds, Hedge Funds, Foreign Currency, QROPS, QNUPS, UK Pension Analysis, UK Personal Pensions, UK SIPPs, UK ISAs, UK Unit Trusts, Commodities, Risk Management, Private Banking, Electronic trading
Education
University of Nevada-Las Vegas 1987 — 1990
College of Southern Nevada 1986 — 1987
Snow College 1985 — 1986
Bishop Gorman Catholic College Preparatory High School 1982 — 1985
Lincoln Investment April 2015 - Present
New York Life December 2013 - September 2014
Philip T English International Financial Services Limited September 2011 - December 2013
Chartwell April 2009 - September 2011
Lighthouse Financial Initiatives Ltd. February 2006 - January 2009
St. James's Place Wealth Management Group February 2002 - February 2006
Skills
Financial Advisory, Corporate and Employee..., Retirement Planning, US 403(b), US 401k, US 401K Rollovers, US IRAs, US Roth IRAs, Investment Planning, Global Financial Markets, ETFs, Mutual Funds, Hedge Funds, Foreign Currency, QROPS, QNUPS, UK Pension Analysis, UK Personal Pensions, UK SIPPs, UK ISAs, UK Unit Trusts, Commodities, Risk Management, Private Banking, Electronic trading
Education
University of Nevada-Las Vegas 1987 — 1990
College of Southern Nevada 1986 — 1987
Snow College 1985 — 1986
Bishop Gorman Catholic College Preparatory High School 1982 — 1985
Josh Meier's New York Life Experience October 2008 - April 2010
Job Regional Account Manager at Granite Telecommunications
Industry Telecommunications
Experience
Granite Telecommunications September 2015 - Present
Social123 January 2015 - August 2015
Social123 May 2014 - August 2015
AT-Tech November 2013 - April 2014
Lucas Group May 2010 - October 2013
New York Life October 2008 - April 2010
United States Air Force 2003 - 2008
Skills
Recruiting, Executive Search, Talent Acquisition, Team Leadership, New Business Development, Leadership, Team Building, Time Management, Networking, Account Management, Business Development, Sales, Applicant Tracking..., Sourcing, Customer Service, Contract Negotiation, Cold Calling, Building Relationships, Training, Technical Recruiting, Military, Interviews, Customer Retention, Negotiation, Public Speaking, Finance, Permanent Placement, Temporary Staffing, Strategic Planning, Hiring, Self-motivated Team..., Internet Recruiting, CRM, Social Networking, Problem Solving, Be Your Own Boss, General Awesomeness, Consulting, Contract Recruitment, Marketing, Business Networking, Interviewing, Organizational..., Microsoft Office, Sales Management, Awesomeness, Marketing Strategy, Salesforce.com, Digital Marketing, Management
Education
University of Maryland University College 2005 — 2008
B.A., Communications
University of Maryland University College 2005 — 2007
A.A., General Education
Community College of the Air Force 2003 — 2007
A.A., Financial Management
Granite Telecommunications September 2015 - Present
Social123 January 2015 - August 2015
Social123 May 2014 - August 2015
AT-Tech November 2013 - April 2014
Lucas Group May 2010 - October 2013
New York Life October 2008 - April 2010
United States Air Force 2003 - 2008
Skills
Recruiting, Executive Search, Talent Acquisition, Team Leadership, New Business Development, Leadership, Team Building, Time Management, Networking, Account Management, Business Development, Sales, Applicant Tracking..., Sourcing, Customer Service, Contract Negotiation, Cold Calling, Building Relationships, Training, Technical Recruiting, Military, Interviews, Customer Retention, Negotiation, Public Speaking, Finance, Permanent Placement, Temporary Staffing, Strategic Planning, Hiring, Self-motivated Team..., Internet Recruiting, CRM, Social Networking, Problem Solving, Be Your Own Boss, General Awesomeness, Consulting, Contract Recruitment, Marketing, Business Networking, Interviewing, Organizational..., Microsoft Office, Sales Management, Awesomeness, Marketing Strategy, Salesforce.com, Digital Marketing, Management
Education
University of Maryland University College 2005 — 2008
B.A., Communications
University of Maryland University College 2005 — 2007
A.A., General Education
Community College of the Air Force 2003 — 2007
A.A., Financial Management
Emily Dixey's New York Life Experience 1989 - 1990
Job Vice President and Chief Underwriter at Munich Re Stop Loss
Industry Insurance
Experience
Munich Re Stop Loss June 1998 - Present
cairnstone 1998 - 2009
R.E. Moulton Insurance June 1990 - June 1998
R.E. Moulton 1990 - 1998
New York Life 1989 - 1990
Skills
Employee Benefits, Reinsurance, Brokers, Underwriting, Health Insurance, Claim, Insurance, Claims Management, Captives, Risk Management, Life Insurance, New Business Development, Disability Insurance, Analysis
Education
Salem State University 1992 — 1996
MBA, Business Administration
Denison University 1985 — 1989
BA, Geology and Spanish
Munich Re Stop Loss June 1998 - Present
cairnstone 1998 - 2009
R.E. Moulton Insurance June 1990 - June 1998
R.E. Moulton 1990 - 1998
New York Life 1989 - 1990
Skills
Employee Benefits, Reinsurance, Brokers, Underwriting, Health Insurance, Claim, Insurance, Claims Management, Captives, Risk Management, Life Insurance, New Business Development, Disability Insurance, Analysis
Education
Salem State University 1992 — 1996
MBA, Business Administration
Denison University 1985 — 1989
BA, Geology and Spanish
Johnny Passyn Johnny Passyn's New York Life Experience August 1998 - July 2000
Job SVP at PNC
Industry Banking
Experience
PNC 2013 - Present
SunTrust Bank 2010 - 2012
The Yorktowne Group December 2004 - December 2009
McKinsey & Company July 2000 - December 2004
New York Life August 1998 - July 2000
US Army & Army Reserves May 1993 - May 1998
Ford Motor Company May 1997 - August 1997
Education
United States Military Academy at West Point 1989 — 1993
BS, (Mechanical) Engineering Management
Duke University - The Fuqua School of Business 1996 — 1998
MBA
Duke University 1996 — 1998
MS, Mechanical Engineering & Material Science
Graduate School of Retail Bank Management 2011 — 2014
CBA
PNC 2013 - Present
SunTrust Bank 2010 - 2012
The Yorktowne Group December 2004 - December 2009
McKinsey & Company July 2000 - December 2004
New York Life August 1998 - July 2000
US Army & Army Reserves May 1993 - May 1998
Ford Motor Company May 1997 - August 1997
Education
United States Military Academy at West Point 1989 — 1993
BS, (Mechanical) Engineering Management
Duke University - The Fuqua School of Business 1996 — 1998
MBA
Duke University 1996 — 1998
MS, Mechanical Engineering & Material Science
Graduate School of Retail Bank Management 2011 — 2014
CBA
Pat Molitor Pat Molitor's New York Life Experience August 2005 - February 2009
Job Relocation Service Manager and Real Estate Agent/REALTOR
Industry Real Estate
Experience
XONEX Relocation August 2010 - Present
Berkshire Hathaway HomeServices Fox & Roach, Realtors March 2008 - Present
Organo Gold January 2012 - June 2013
New York Life August 2005 - February 2009
New York Life October 2002 - August 2005
Skills
Relocation, Home, Referrals, Buyer Representation, Purchasing, Sales Management, Negotiation, Customer Service, Customer Retention, Direct Marketing, Product Marketing, Sellers, Leadership, Real Estate, Management, Sales
Education
Eastern University
Bachelor's of Art, Organizational Management
Temple University 1988 — 1990
Business, Management, Marketing, and Related Support Services
XONEX Relocation August 2010 - Present
Berkshire Hathaway HomeServices Fox & Roach, Realtors March 2008 - Present
Organo Gold January 2012 - June 2013
New York Life August 2005 - February 2009
New York Life October 2002 - August 2005
Skills
Relocation, Home, Referrals, Buyer Representation, Purchasing, Sales Management, Negotiation, Customer Service, Customer Retention, Direct Marketing, Product Marketing, Sellers, Leadership, Real Estate, Management, Sales
Education
Eastern University
Bachelor's of Art, Organizational Management
Temple University 1988 — 1990
Business, Management, Marketing, and Related Support Services
Duane Girdner's New York Life Experience 1983 - 1993
Job Director of Marketing at iCircle care, a Managed Long Term Care company headquartered in Webster NY
Industry Nonprofit Organization Management
Experience
icircle care May 2015 - Present
The Wolf Foundation April 2015 - July 2015
PharmAdva August 2014 - March 2015
St. John's March 2008 - December 2013
Seniorsfirst Communities and Services 2005 - 2008
Seniorsfirst Communities and Services 2000 - 2005
Kirkhaven 1994 - 2000
New York Life 1983 - 1993
Skills
Public Relations, Fundraising, Elder Care, Non-profits, Event Planning, Marketing Communications, Nonprofits, Healthcare, Social Media, Leadership, Public Speaking, Advertising, Event Management, Brand Development, Energetic Leader, Strategic Planning, Strategy, Team Building, Newsletters, Social Media Marketing, Community Outreach, Presenter, Coaching, Marketing
Education
Roberts Wesleyan College 1993 — 1994
Bachelor of Science, Organizational Management
Emmaus Bible College
Certificate, Pastoral Studies/Counseling
icircle care May 2015 - Present
The Wolf Foundation April 2015 - July 2015
PharmAdva August 2014 - March 2015
St. John's March 2008 - December 2013
Seniorsfirst Communities and Services 2005 - 2008
Seniorsfirst Communities and Services 2000 - 2005
Kirkhaven 1994 - 2000
New York Life 1983 - 1993
Skills
Public Relations, Fundraising, Elder Care, Non-profits, Event Planning, Marketing Communications, Nonprofits, Healthcare, Social Media, Leadership, Public Speaking, Advertising, Event Management, Brand Development, Energetic Leader, Strategic Planning, Strategy, Team Building, Newsletters, Social Media Marketing, Community Outreach, Presenter, Coaching, Marketing
Education
Roberts Wesleyan College 1993 — 1994
Bachelor of Science, Organizational Management
Emmaus Bible College
Certificate, Pastoral Studies/Counseling
Kristina Hillis Kristina Hillis's New York Life Experience May 2013 - April 2014
Job Director, Market Solutions Delivery at MetLife
Industry Insurance
Experience
MetLife November 2014 - Present
New York Life Insurance Company July 2014 - November 2014
New York Life Insurance Company April 2014 - July 2014
New York Life May 2013 - April 2014
MetLife October 2012 - March 2013
MetLife June 2012 - October 2012
MetLife May 2011 - June 2012
MetLife January 2008 - May 2011
MetLife July 2006 - January 2008
MetLife October 2003 - July 2007
Skills
IT Strategy, Program Management, Process Improvement, Strategy, Project Management, Business Process, Management, IT Management, Vendor Management, Leadership, PMP, Strategic Planning, Governance, Financial Services, Employee Benefits, SDLC, Insurance, Business Analysis, Project Portfolio..., CRM, IT Service Management, Integration, Training, Project Planning, Team Building, Requirements Analysis, Enterprise Software, Disaster Recovery, ITIL, Risk Management, Business Process..., Portfolio Management, Analysis, Outsourcing, Forecasting, Business Intelligence, Change Management, Business Strategy, IT Operations, PMO, Cross-functional Team..., Enterprise Architecture, Competitive Analysis, Call Routing, Executive Management, Operations Management, Team Management, Budgets, Mergers, ITIL v3 Foundations...
Education
DeSales University 2000 — 2006
MBA, Marketing
Moravian College 1993 — 1996
Bachelors, English with minor in Business Management
MetLife November 2014 - Present
New York Life Insurance Company July 2014 - November 2014
New York Life Insurance Company April 2014 - July 2014
New York Life May 2013 - April 2014
MetLife October 2012 - March 2013
MetLife June 2012 - October 2012
MetLife May 2011 - June 2012
MetLife January 2008 - May 2011
MetLife July 2006 - January 2008
MetLife October 2003 - July 2007
Skills
IT Strategy, Program Management, Process Improvement, Strategy, Project Management, Business Process, Management, IT Management, Vendor Management, Leadership, PMP, Strategic Planning, Governance, Financial Services, Employee Benefits, SDLC, Insurance, Business Analysis, Project Portfolio..., CRM, IT Service Management, Integration, Training, Project Planning, Team Building, Requirements Analysis, Enterprise Software, Disaster Recovery, ITIL, Risk Management, Business Process..., Portfolio Management, Analysis, Outsourcing, Forecasting, Business Intelligence, Change Management, Business Strategy, IT Operations, PMO, Cross-functional Team..., Enterprise Architecture, Competitive Analysis, Call Routing, Executive Management, Operations Management, Team Management, Budgets, Mergers, ITIL v3 Foundations...
Education
DeSales University 2000 — 2006
MBA, Marketing
Moravian College 1993 — 1996
Bachelors, English with minor in Business Management
Christopher Sica Christopher Sica's New York Life Experience January 2009 - June 2009
Job Technician
Industry Information Technology and Services
Experience
AT&T February 2014 - Present
Free Agent January 2013 - Present
Starbucks July 2011 - November 2012
WoMBC August 2010 - March 2011
Sprint March 2009 - August 2010
New York Life January 2009 - June 2009
Capital Water Sports April 2006 - November 2008
Nordstrom November 1995 - January 2006
Skills
Sales, Customer Service, Customer Satisfaction, Sales Management, Customer Retention, Account Management, Call Center, Retail, Inventory Management, Team Building, Cold Calling, Selling, Management, Leadership, Call Centers, Computer Repair, Information Technology, IT Hardware Support, Marketing, Troubleshooting, Technical Support, Printers, Analysis, Computer Hardware, Computer Maintenance, Vendor Management, Training
Education
Cuesta College
General Studies
IT University online
Comptia A+ Certification, Information Technology
San Joaquin Delta College
Associate of Science (A.S.), Computer Science
AT&T February 2014 - Present
Free Agent January 2013 - Present
Starbucks July 2011 - November 2012
WoMBC August 2010 - March 2011
Sprint March 2009 - August 2010
New York Life January 2009 - June 2009
Capital Water Sports April 2006 - November 2008
Nordstrom November 1995 - January 2006
Skills
Sales, Customer Service, Customer Satisfaction, Sales Management, Customer Retention, Account Management, Call Center, Retail, Inventory Management, Team Building, Cold Calling, Selling, Management, Leadership, Call Centers, Computer Repair, Information Technology, IT Hardware Support, Marketing, Troubleshooting, Technical Support, Printers, Analysis, Computer Hardware, Computer Maintenance, Vendor Management, Training
Education
Cuesta College
General Studies
IT University online
Comptia A+ Certification, Information Technology
San Joaquin Delta College
Associate of Science (A.S.), Computer Science
Helen Vlassis Helen Vlassis's New York Life Experience July 2010 - March 2012
Job Director, Enterprise Risk Management, Risk Appetite & Limits at AIG
Industry Financial Services
Experience
AIG December 2012 - Present
New York Life July 2010 - March 2012
New York Life October 2008 - July 2010
New York Life January 2003 - October 2008
Credit Suisse August 2000 - May 2002
Skills
Financial Modeling, Fixed Income, Enterprise Risk..., Capital Markets, Investments, Financial Risk, Life Insurance, Asset Managment, Office Management, Asset Management, Investment Banking, Hedge Funds, Communication, Risk Management
Education
Columbia University in the City of New York
MS, Civil Engineering
New York University - Leonard N. Stern School of Business
MBA, Finance
The Cooper Union for the Advancement of Science and Art
BE, Civil Engineering
AIG December 2012 - Present
New York Life July 2010 - March 2012
New York Life October 2008 - July 2010
New York Life January 2003 - October 2008
Credit Suisse August 2000 - May 2002
Skills
Financial Modeling, Fixed Income, Enterprise Risk..., Capital Markets, Investments, Financial Risk, Life Insurance, Asset Managment, Office Management, Asset Management, Investment Banking, Hedge Funds, Communication, Risk Management
Education
Columbia University in the City of New York
MS, Civil Engineering
New York University - Leonard N. Stern School of Business
MBA, Finance
The Cooper Union for the Advancement of Science and Art
BE, Civil Engineering
Mark Whitelaw Mark Whitelaw's New York Life Experience March 2007 - January 2010
Job Regional Director Planning and Products at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2012 - Present
New York Life Insurance Company March 2007 - May 2011
New York Life March 2007 - January 2010
Nationwide Insurance February 2001 - February 2007
Skills
Sales Presentations, Team Leadership, Creative Problem Solving, Business Development, Business Planning, Financial Advisory, Fixed Annuities, Guaranteed Lifetime..., Insurance, Investments, Leadership, Life Insurance, Marketing, Mutual Funds, Pensions, Retirement, Retirement Planning, Sales, Sales Management, Sales Operations, Sales Process, Strategic Financial..., Strategy, Team Building, Financial Planning
Education
Denison University 1986 — 1990
BA, Economics
Northwestern Mutual February 2012 - Present
New York Life Insurance Company March 2007 - May 2011
New York Life March 2007 - January 2010
Nationwide Insurance February 2001 - February 2007
Skills
Sales Presentations, Team Leadership, Creative Problem Solving, Business Development, Business Planning, Financial Advisory, Fixed Annuities, Guaranteed Lifetime..., Insurance, Investments, Leadership, Life Insurance, Marketing, Mutual Funds, Pensions, Retirement, Retirement Planning, Sales, Sales Management, Sales Operations, Sales Process, Strategic Financial..., Strategy, Team Building, Financial Planning
Education
Denison University 1986 — 1990
BA, Economics
Caroline Chopey's New York Life Experience June 2004 - Present
Job Senior Associate at New York Life
Industry Insurance
Adam G. Warren Adam G. Warren's New York Life Experience August 2010 - December 2011
Job Sales at The Carpet Shop
Industry Real Estate
Experience
Adam G. Warren Inspections May 2013 - Present
The Carpet Shop December 2012 - Present
Burns Do It Center February 2012 - December 2012
Triangle Ace Hardware July 2009 - February 2012
New York Life Insurance Company August 2010 - December 2011
New York Life August 2010 - December 2011
Triangle Ace Hardware July 2009 - August 2010
Western Investment Properties LLC September 2004 - July 2009
Western Investment Properties LLC February 2004 - July 2009
Making Dough, Inc March 2001 - August 2004
Skills
Whole Life, Sales, Leases, Retirement Planning, Tenant, Insurance, Customer Service, IRAs, Accounting, Disability Insurance, Long-term Care, Marketing, Government, Real Estate, Property, Life Insurance, Rentals, Investment Properties, Fixed Annuities, Term Life Insurance, Real Estate Transactions, Employee Benefits, Health Insurance, Selling, Retirement, Real Property, Property Management, Listings, New Home Sales, Residential Homes, Investors, REO, Contract Negotiation, Sellers, Strategic Financial..., Mutual Funds, Short Sales, Finance, Foreclosures, HUD
Education
Eastern New Mexico University 1996 — 1998
East Texas Baptist University 1995 — 1996
Psychology
Adam G. Warren Inspections May 2013 - Present
The Carpet Shop December 2012 - Present
Burns Do It Center February 2012 - December 2012
Triangle Ace Hardware July 2009 - February 2012
New York Life Insurance Company August 2010 - December 2011
New York Life August 2010 - December 2011
Triangle Ace Hardware July 2009 - August 2010
Western Investment Properties LLC September 2004 - July 2009
Western Investment Properties LLC February 2004 - July 2009
Making Dough, Inc March 2001 - August 2004
Skills
Whole Life, Sales, Leases, Retirement Planning, Tenant, Insurance, Customer Service, IRAs, Accounting, Disability Insurance, Long-term Care, Marketing, Government, Real Estate, Property, Life Insurance, Rentals, Investment Properties, Fixed Annuities, Term Life Insurance, Real Estate Transactions, Employee Benefits, Health Insurance, Selling, Retirement, Real Property, Property Management, Listings, New Home Sales, Residential Homes, Investors, REO, Contract Negotiation, Sellers, Strategic Financial..., Mutual Funds, Short Sales, Finance, Foreclosures, HUD
Education
Eastern New Mexico University 1996 — 1998
East Texas Baptist University 1995 — 1996
Psychology
David Reif, LUTCF's New York Life Experience November 2007 - Present
Job Katalyst Insuring business & family dreams. New York Life Agent specializing in Business, Retirement & Estate Planning,
Industry Insurance
Experience
New York Life November 2007 - Present
Melrose Bnai Israel Emanu-El August 1986 - Present
FCIC Advisors August 1998 - November 2007
HTI & PNCI September 2003 - February 2007
Prudential Insurance October 1993 - August 1998
Skills
Retirement Planning, Retirement, Estate Planning, Insurance, Investments, Small Business, Annuity Sales, Gifting Strategies, Key Person Protection, Licensed Life & Health..., Multi-generational..., Wealth Preservation..., 401k Rollovers, LUTCF, Multi-generational..., Protection..., Training, Succession Planning, Asset Protection, Legacies, Hands-on Leadership, Torah Reading
Education
American College 1995 — 1997
LUTCF
Drexel University 1987 — 1992
New York Life November 2007 - Present
Melrose Bnai Israel Emanu-El August 1986 - Present
FCIC Advisors August 1998 - November 2007
HTI & PNCI September 2003 - February 2007
Prudential Insurance October 1993 - August 1998
Skills
Retirement Planning, Retirement, Estate Planning, Insurance, Investments, Small Business, Annuity Sales, Gifting Strategies, Key Person Protection, Licensed Life & Health..., Multi-generational..., Wealth Preservation..., 401k Rollovers, LUTCF, Multi-generational..., Protection..., Training, Succession Planning, Asset Protection, Legacies, Hands-on Leadership, Torah Reading
Education
American College 1995 — 1997
LUTCF
Drexel University 1987 — 1992
Dr. Dennis J. O'Neill Dr. Dennis J. O'Neill's New York Life Experience 1990 - 1998
Job Senior executive assessment and coaching
Industry Management Consulting
Experience
Http://www.dennisjoneill.com March 2014 - Present
Purdue Pharma March 2001 - February 2014
New York Life 1990 - 1998
Skills
Executive Coaching, Executive Assessment, 360 Feedback, Performance Management..., Human Resources, Leadership, Pharmaceutical Industry, Succession Planning, Biotechnology, Clinical Development, Cross-functional Team..., FDA, Managed Care, Onboarding, Performance Management, Pharmaceutical Sales, Talent Acquisition, Talent Management, Organizational..., Executive Positions, Leadership Development, Management, Organizational..., Executive Management, Change Management, Coaching, Strategy, Management Development, Program Management, Employee Engagement
Education
Columbia University in the City of New York 1983 — 1992
Doctor of Philosophy (Ph.D.), Executive Assessment & Coaching
University of New Haven 1978 — 1980
Master's Degree, Industrial and Organizational Psychology
Merrimack College
Bachelor's Degree, Psychology
Http://www.dennisjoneill.com March 2014 - Present
Purdue Pharma March 2001 - February 2014
New York Life 1990 - 1998
Skills
Executive Coaching, Executive Assessment, 360 Feedback, Performance Management..., Human Resources, Leadership, Pharmaceutical Industry, Succession Planning, Biotechnology, Clinical Development, Cross-functional Team..., FDA, Managed Care, Onboarding, Performance Management, Pharmaceutical Sales, Talent Acquisition, Talent Management, Organizational..., Executive Positions, Leadership Development, Management, Organizational..., Executive Management, Change Management, Coaching, Strategy, Management Development, Program Management, Employee Engagement
Education
Columbia University in the City of New York 1983 — 1992
Doctor of Philosophy (Ph.D.), Executive Assessment & Coaching
University of New Haven 1978 — 1980
Master's Degree, Industrial and Organizational Psychology
Merrimack College
Bachelor's Degree, Psychology
Vishal Trivedi Vishal Trivedi's New York Life Experience July 2009 - September 2009
Job Investment Banking Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2012 - Present
Scottrade July 2011 - February 2012
Scottrade Inc October 2009 - July 2011
Merion Matters September 2009 - March 2010
New York Life July 2009 - September 2009
Skills
Series 7, Series 63, Customer Relations, Microsoft Office, Client Education, Equities, Trading, Financial Analysis, Securities, Investment Banking, Financial Markets
Education
Drexel University 2007 — 2011
Bachelor of Science in Business Administration, Finance & Marketing
JPMorgan Chase March 2012 - Present
Scottrade July 2011 - February 2012
Scottrade Inc October 2009 - July 2011
Merion Matters September 2009 - March 2010
New York Life July 2009 - September 2009
Skills
Series 7, Series 63, Customer Relations, Microsoft Office, Client Education, Equities, Trading, Financial Analysis, Securities, Investment Banking, Financial Markets
Education
Drexel University 2007 — 2011
Bachelor of Science in Business Administration, Finance & Marketing
Jayme Lin Rose Luzzi Jayme Lin Rose Luzzi's New York Life Experience June 2005 - April 2006
Job Owner/CEO At Exotic Enterprises LLC
Industry Entertainment
Experience
New Jersey Premier Party Group April 2013 - Present
Alliance Advisors, LLC 2012 - 2013
Mack Financial Staffing Services October 2011 - March 2012
The Altman Group, Inc. May 2010 - October 2011
Weichert Financial Services January 2008 - May 2010
Wealth Planning Group an Affiliate of Met Life April 2006 - January 2008
New York Life June 2005 - April 2006
Gap Inc. June 2003 - June 2005
The Body Shop June 2000 - June 2003
Babbages March 1996 - June 2000
Skills
Training, Negotiation, Marketing, Recruiting, Management, Strategic Planning, Sales, Investments, Insurance, Operations Management, Organizational..., Business Strategy, Teamwork, Customer Service, Public Speaking, Microsoft Excel, Team Management, Social Networking, Performance Management, Retail, Outlook, New Business Development, Leadership, Team Building, Business Development, Banking, Human Resources, Financial Analysis, Advertising, Finance, Time Management, Financial Services, Microsoft Office, Call Centers, Business Planning, Analysis, Risk Management, Networking, Coaching, Event Planning, Strategy, Small Business, Sales Management, Account Management, Credit, Customer Satisfaction, Team Leadership, CRM, Budgets, Executive Management
Education
County College of Morris 1993 — 1995
De Paul High School 1989 — 1993
High School Diploma
New Jersey Premier Party Group April 2013 - Present
Alliance Advisors, LLC 2012 - 2013
Mack Financial Staffing Services October 2011 - March 2012
The Altman Group, Inc. May 2010 - October 2011
Weichert Financial Services January 2008 - May 2010
Wealth Planning Group an Affiliate of Met Life April 2006 - January 2008
New York Life June 2005 - April 2006
Gap Inc. June 2003 - June 2005
The Body Shop June 2000 - June 2003
Babbages March 1996 - June 2000
Skills
Training, Negotiation, Marketing, Recruiting, Management, Strategic Planning, Sales, Investments, Insurance, Operations Management, Organizational..., Business Strategy, Teamwork, Customer Service, Public Speaking, Microsoft Excel, Team Management, Social Networking, Performance Management, Retail, Outlook, New Business Development, Leadership, Team Building, Business Development, Banking, Human Resources, Financial Analysis, Advertising, Finance, Time Management, Financial Services, Microsoft Office, Call Centers, Business Planning, Analysis, Risk Management, Networking, Coaching, Event Planning, Strategy, Small Business, Sales Management, Account Management, Credit, Customer Satisfaction, Team Leadership, CRM, Budgets, Executive Management
Education
County College of Morris 1993 — 1995
De Paul High School 1989 — 1993
High School Diploma
Jason VanNimwegen Jason VanNimwegen's New York Life Experience January 2006 - August 2007
Job Analytics and Reporting Specialist
Industry Hospital & Health Care
Experience
Kaiser Permanente January 2009 - Present
Automobile Club of Southern California January 2008 - November 2008
New York Life January 2006 - August 2007
Corona-Norco Unified School District January 2002 - January 2006
Corona-Norco Unified School District August 1999 - December 2001
Skills
Call Centers, Genesys InfoMart, Genesys IVR, SQL, Alteryx, Analytics, Data Analysis, Databases, Business Analysis, Forecasting, Software Documentation, Business Process..., Requirements Analysis, Reporting & Analysis, Statistics, Ad Hoc Reporting, Six Sigma, Visio, Documentation, Data Reporting, Gap Analysis, KPI Dashboards, Customer Experience, Management Consulting, Internal Consulting, Business Reporting, Performance Reporting, Excel Pivot, Categorical Data..., Statistical Graphics, Health Insurance, Health Care Reform, Statistical Data..., Healthcare, Affordable Care Act, R, Business Intelligence, Analysis, Business Process, Toad Data Point, Lead Generation, Sales, Life & Health Insurance..., Medicare
Education
University of Phoenix 2001 — 2004
Master of Business Administration (MBA), E-Commerce/Electronic Commerce
Embry-Riddle Aeronautical University 1995 — 1998
BS, Aviation Business Administration
Kaiser Permanente January 2009 - Present
Automobile Club of Southern California January 2008 - November 2008
New York Life January 2006 - August 2007
Corona-Norco Unified School District January 2002 - January 2006
Corona-Norco Unified School District August 1999 - December 2001
Skills
Call Centers, Genesys InfoMart, Genesys IVR, SQL, Alteryx, Analytics, Data Analysis, Databases, Business Analysis, Forecasting, Software Documentation, Business Process..., Requirements Analysis, Reporting & Analysis, Statistics, Ad Hoc Reporting, Six Sigma, Visio, Documentation, Data Reporting, Gap Analysis, KPI Dashboards, Customer Experience, Management Consulting, Internal Consulting, Business Reporting, Performance Reporting, Excel Pivot, Categorical Data..., Statistical Graphics, Health Insurance, Health Care Reform, Statistical Data..., Healthcare, Affordable Care Act, R, Business Intelligence, Analysis, Business Process, Toad Data Point, Lead Generation, Sales, Life & Health Insurance..., Medicare
Education
University of Phoenix 2001 — 2004
Master of Business Administration (MBA), E-Commerce/Electronic Commerce
Embry-Riddle Aeronautical University 1995 — 1998
BS, Aviation Business Administration
Ralph Roberts, MBA Ralph Roberts, MBA's New York Life Experience August 2011 - Present
Job Finance
Industry Financial Services
Experience
New York Life August 2011 - Present
HSE Academy of Finance January 2012 - August 2012
North Bay Center for Surgery August 2010 - July 2011
Chernoff Cosmetic Surgery September 2008 - July 2011
United Property Investments July 2006 - August 2008
Merrill Lynch August 2003 - June 2006
Forbes Mortgage February 2001 - July 2003
United Parcel Service November 1998 - January 2001
United Parcel Service February 1998 - October 1998
United Parcel Service November 1997 - January 1998
Skills
Facebook, Sales Management, User Interface, Formal Presentations, User Interface Design, Human Relations, Direct Sales, Corporate Lending, Financial Planning, Executive Management, Marketing Strategy, Healthcare, Operations Management, Corporate Finance, Project Finance, Financial Reporting, Supply Chain Management, Accounting, Strategic Financial..., Loans, Customer Service, Communication, People Skills, Life Insurance
Education
Harvard University
Masters, Finance
Cornell University - Johnson Graduate School of Management
Indiana University - Kelley School of Business
B.S., Accounting and Finance
Cedarville Christian College
Bachelor of Science (B.S.), Accounting and Finance, 4.0
Indiana Wesleyan University
Master of Business Administration (MBA), Accounting and Finance
Bethesda Christian Schools
High School, Accounting and Finance, 4.0
New York Life August 2011 - Present
HSE Academy of Finance January 2012 - August 2012
North Bay Center for Surgery August 2010 - July 2011
Chernoff Cosmetic Surgery September 2008 - July 2011
United Property Investments July 2006 - August 2008
Merrill Lynch August 2003 - June 2006
Forbes Mortgage February 2001 - July 2003
United Parcel Service November 1998 - January 2001
United Parcel Service February 1998 - October 1998
United Parcel Service November 1997 - January 1998
Skills
Facebook, Sales Management, User Interface, Formal Presentations, User Interface Design, Human Relations, Direct Sales, Corporate Lending, Financial Planning, Executive Management, Marketing Strategy, Healthcare, Operations Management, Corporate Finance, Project Finance, Financial Reporting, Supply Chain Management, Accounting, Strategic Financial..., Loans, Customer Service, Communication, People Skills, Life Insurance
Education
Harvard University
Masters, Finance
Cornell University - Johnson Graduate School of Management
Indiana University - Kelley School of Business
B.S., Accounting and Finance
Cedarville Christian College
Bachelor of Science (B.S.), Accounting and Finance, 4.0
Indiana Wesleyan University
Master of Business Administration (MBA), Accounting and Finance
Bethesda Christian Schools
High School, Accounting and Finance, 4.0
Becky Reed's New York Life Experience October 2005 - May 2006
Job Chief Operations Officer/ Chief Technology Officer at Lone Star Credit Union
Industry Banking
Experience
Lone Star Credit Union May 2014 - Present
CUNA Mutual Group June 2013 - May 2014
Western Heritage Credit Union January 2011 - June 2013
Texans Credit Union August 2007 - December 2010
Dallas Telco Federal Credit Union (now GO Federal CU) May 2006 - July 2007
New York Life October 2005 - May 2006
Arlington Federal Credit Union (now Allied FCU) September 1996 - October 2005
Skills
Asset Liability..., Strategic Planning, Consumer Lending, Project Management, Leadership, Product Development, Training, Branch Operation, Financial Analysis, Budget Process, Call Center, Customer Service, Marketing, Risk Management, Change Management, Coaching, Compliance, Board Development, Sales Management, Policy Writing, Public Speaking, Staff Development, Executive Management, Finance, Credit, Banking, Credit Unions, Management, Process Improvement, Financial Services, Business Development, CRM, Budgets, Cross-functional Team..., Analysis, Insurance, Loan Origination, Loans, Financial Risk, Sales, Commercial Lending, Mortgage Lending, Retail Banking, Financial Institutions, Small Business Lending, Underwriting, Credit Analysis, Strategy, Investments, Team Building
Education
Concordia University Texas 2003 — 2006
Bachelor of Arts, Business, 4.0
Conordia University at Austin
Bachelor of Arts (B.A.), Business Administration and Management, General
Lone Star Credit Union May 2014 - Present
CUNA Mutual Group June 2013 - May 2014
Western Heritage Credit Union January 2011 - June 2013
Texans Credit Union August 2007 - December 2010
Dallas Telco Federal Credit Union (now GO Federal CU) May 2006 - July 2007
New York Life October 2005 - May 2006
Arlington Federal Credit Union (now Allied FCU) September 1996 - October 2005
Skills
Asset Liability..., Strategic Planning, Consumer Lending, Project Management, Leadership, Product Development, Training, Branch Operation, Financial Analysis, Budget Process, Call Center, Customer Service, Marketing, Risk Management, Change Management, Coaching, Compliance, Board Development, Sales Management, Policy Writing, Public Speaking, Staff Development, Executive Management, Finance, Credit, Banking, Credit Unions, Management, Process Improvement, Financial Services, Business Development, CRM, Budgets, Cross-functional Team..., Analysis, Insurance, Loan Origination, Loans, Financial Risk, Sales, Commercial Lending, Mortgage Lending, Retail Banking, Financial Institutions, Small Business Lending, Underwriting, Credit Analysis, Strategy, Investments, Team Building
Education
Concordia University Texas 2003 — 2006
Bachelor of Arts, Business, 4.0
Conordia University at Austin
Bachelor of Arts (B.A.), Business Administration and Management, General
Htwe Zaw's New York Life Experience October 2008 - January 2009
Job Litigation Support Project Engineer at Complete Discovery Source
Industry Legal Services
Experience
Complete Discovery Source July 2009 - Present
New York Life October 2008 - January 2009
Skills
Document Management, Litigation Support, Databases, Document Review, Computer Forensics, Access, Active Directory, Networking, Microsoft Exchange, SQL, Windows Server, Microsoft Office, Troubleshooting, VMware, Information Technology
Education
Keller Graduate School of Management of DeVry University 2007 — 2011
Master of Science in Information Systems Management
DeVry University 2003 — 2006
Bachelor, Computer Information System
Complete Discovery Source July 2009 - Present
New York Life October 2008 - January 2009
Skills
Document Management, Litigation Support, Databases, Document Review, Computer Forensics, Access, Active Directory, Networking, Microsoft Exchange, SQL, Windows Server, Microsoft Office, Troubleshooting, VMware, Information Technology
Education
Keller Graduate School of Management of DeVry University 2007 — 2011
Master of Science in Information Systems Management
DeVry University 2003 — 2006
Bachelor, Computer Information System
Thad Hull Thad Hull's New York Life Experience January 2006 - July 2007
Job Sales and Web Development
Industry Retail
Experience
Extreme Powersports August 2011 - Present
Tracker Marine Boat Center August 2009 - August 2011
Best Buy March 2008 - January 2011
New York Life January 2006 - July 2007
Radio Shack January 1999 - January 2005
Skills
Objective-C, Java, Visual Basic, Microsoft Office, Android SDK, iPhone Application..., Project Management
Education
Kaplan University 2010 — 2012
B.S., Information Technology - Mobile Computing
Davenport University 2005 — 2008
Bachelor of Business Administration, Business Professional Studies
Extreme Powersports August 2011 - Present
Tracker Marine Boat Center August 2009 - August 2011
Best Buy March 2008 - January 2011
New York Life January 2006 - July 2007
Radio Shack January 1999 - January 2005
Skills
Objective-C, Java, Visual Basic, Microsoft Office, Android SDK, iPhone Application..., Project Management
Education
Kaplan University 2010 — 2012
B.S., Information Technology - Mobile Computing
Davenport University 2005 — 2008
Bachelor of Business Administration, Business Professional Studies
Pedro A. Palicio, MBA, Ph.D. Pedro A. Palicio, MBA, Ph.D.'s New York Life Experience November 2001 - October 2005
Job Infinite Banking Concepts® Authorized Practitioner
Industry Financial Services
Experience
Universal Wealth Managers LLC October 2005 - Present
Universal Wealth Managers LLC October 2005 - Present
BNI Business Masters, Coral Gables, Florida October 2010 - 2011
New York Life November 2001 - October 2005
AXA Advisors December 1993 - November 2001
Skills
Retirement Planning, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, Educational Consulting, Travel Insurance, Investments, Strategic Financial..., Fixed Annuities, Wealth Management, Insurance, Retirement, Mutual Funds, Finance, Portfolio Management, Wealth, Employee Benefits, Small Business, Strategy, Financial Services, Financial Advisory, Financial Planners, Investment Advisory, Banking, 401k, Investment Strategies, Series 7, IRAs, Asset Allocation, Long-term Care, Asset Management, Term Life Insurance, Whole Life, Alternative Investments, Wealth Management..., Underwriting, Loans, Mortgage Lending, Hedge Funds, Credit, Executive Management, Private Equity, Venture Capital, Mergers & Acquisitions, Financial Structuring, Commercial Lending, Emerging Markets, Equities
Education
Columbia University in the City of New York
BS, MS, Ph.D., MBA, Engineering/Applied Mathematics, Strategic and Financial Planning.
Universal Wealth Managers LLC October 2005 - Present
Universal Wealth Managers LLC October 2005 - Present
BNI Business Masters, Coral Gables, Florida October 2010 - 2011
New York Life November 2001 - October 2005
AXA Advisors December 1993 - November 2001
Skills
Retirement Planning, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, Educational Consulting, Travel Insurance, Investments, Strategic Financial..., Fixed Annuities, Wealth Management, Insurance, Retirement, Mutual Funds, Finance, Portfolio Management, Wealth, Employee Benefits, Small Business, Strategy, Financial Services, Financial Advisory, Financial Planners, Investment Advisory, Banking, 401k, Investment Strategies, Series 7, IRAs, Asset Allocation, Long-term Care, Asset Management, Term Life Insurance, Whole Life, Alternative Investments, Wealth Management..., Underwriting, Loans, Mortgage Lending, Hedge Funds, Credit, Executive Management, Private Equity, Venture Capital, Mergers & Acquisitions, Financial Structuring, Commercial Lending, Emerging Markets, Equities
Education
Columbia University in the City of New York
BS, MS, Ph.D., MBA, Engineering/Applied Mathematics, Strategic and Financial Planning.
Joseph Donner Joseph Donner's New York Life Experience 1986 - 1991
Job Communications Consultant
Industry Public Relations and Communications
Experience
Novartis July 2003 - July 2007
Thunder Consulting June 2001 - July 2003
PricewaterhouseCoopers -- Kwasha Lipton April 1994 - June 2001
The Guardian Life Insurance Company of America 1990 - 1994
New York Life 1986 - 1991
Skills
Corporate Communications, Strategic Communications, Internal Communications, Marketing Communications, Crisis Communications, Reputation Management, Copywriting, Public Relations, New Media, Media Relations, Corporate Branding, Content Development, Strategic Planning, Marketing Strategy, Web Content, Social Media, Communication Training, Marketing, Spokesperson, Change Management, Social Media Marketing, Business Strategy, Communications Planning, Messaging, Investor Relations, Executive Communications, Editing, Writing, Digital Media, Press Releases, Speech Writing, Employee Engagement, Account Management, New Business Development, Message Development, Organizational..., Executive Coaching, Process Improvement, Quality Management, Vendor Management, Budgeting, Advertising, Strategy
Education
College of the Holy Cross 1982 — 1986
BA
Babson Executive Education 2006 — 2006
Fordham Prep
Novartis July 2003 - July 2007
Thunder Consulting June 2001 - July 2003
PricewaterhouseCoopers -- Kwasha Lipton April 1994 - June 2001
The Guardian Life Insurance Company of America 1990 - 1994
New York Life 1986 - 1991
Skills
Corporate Communications, Strategic Communications, Internal Communications, Marketing Communications, Crisis Communications, Reputation Management, Copywriting, Public Relations, New Media, Media Relations, Corporate Branding, Content Development, Strategic Planning, Marketing Strategy, Web Content, Social Media, Communication Training, Marketing, Spokesperson, Change Management, Social Media Marketing, Business Strategy, Communications Planning, Messaging, Investor Relations, Executive Communications, Editing, Writing, Digital Media, Press Releases, Speech Writing, Employee Engagement, Account Management, New Business Development, Message Development, Organizational..., Executive Coaching, Process Improvement, Quality Management, Vendor Management, Budgeting, Advertising, Strategy
Education
College of the Holy Cross 1982 — 1986
BA
Babson Executive Education 2006 — 2006
Fordham Prep
Eric Soll Eric Soll's New York Life Experience 2003 - 2004
Job General Manager, All You / Health Digital
Industry Online Media
Experience
Time Inc. May 2015 - Present
Time Inc. December 2013 - May 2015
Time Inc. September 2011 - December 2013
Time Inc. March 2010 - November 2011
Time Inc. 2004 - April 2010
New York Life 2003 - 2004
Seranova 2000 - 2001
ON Semiconductor 1999 - 2001
Infinity Systems 1998 - 2000
Motorola Systems and Space Technology Group (now Raytheon) 1996 - 1998
Skills
Product Development, Analytics, SEO, Advertising, Strategic Planning, Digital Strategy, Digital Marketing, Strategy, Social Media, Management, Digital Media, User Experience, Product Management, E-commerce, Information Architecture, SDLC, Leadership, Web Content Management, Technology Leadership, CMS, Web Applications, Web Development, Web Analytics, Content Management, Project Management, Content Strategy, Omniture, Online Advertising, Mobile Devices
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Arizona 1991 — 1995
BS, Computer Engineering
Time Inc. May 2015 - Present
Time Inc. December 2013 - May 2015
Time Inc. September 2011 - December 2013
Time Inc. March 2010 - November 2011
Time Inc. 2004 - April 2010
New York Life 2003 - 2004
Seranova 2000 - 2001
ON Semiconductor 1999 - 2001
Infinity Systems 1998 - 2000
Motorola Systems and Space Technology Group (now Raytheon) 1996 - 1998
Skills
Product Development, Analytics, SEO, Advertising, Strategic Planning, Digital Strategy, Digital Marketing, Strategy, Social Media, Management, Digital Media, User Experience, Product Management, E-commerce, Information Architecture, SDLC, Leadership, Web Content Management, Technology Leadership, CMS, Web Applications, Web Development, Web Analytics, Content Management, Project Management, Content Strategy, Omniture, Online Advertising, Mobile Devices
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Arizona 1991 — 1995
BS, Computer Engineering
Laura Baird Laura Baird's New York Life Experience 1990 - 1998
Job Senior Vice President at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation 2012 - Present
MetLife 2011 - 2012
MetLife 2009 - 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2004 - 2006
Merrill Lynch 1998 - 2004
New York Life 1990 - 1998
Skills
Vendor Management, SDLC, IT Strategy, Risk Management, Portfolio Management, Financial Services, PMO, Series 7, Business Analysis, Wealth Management, Process Improvement, Insurance, Program Management, Securities, Series 63, Six Sigma, IT Management, IT Outsourcing, IT Transformation, IT Solutions, Lean Software..., Agile Methodologies, CMMI, Financial Systems, Business Development, CRM, Leadership, Strategic Planning, Management, Strategy, Governance, Software Development, Project Portfolio..., Business Process...
Education
Colorado College 1981 — 1983
BA, Political Science and French
Hollins University 1978 — 1980
Liberal Arts
Moody's Corporation 2012 - Present
MetLife 2011 - 2012
MetLife 2009 - 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2004 - 2006
Merrill Lynch 1998 - 2004
New York Life 1990 - 1998
Skills
Vendor Management, SDLC, IT Strategy, Risk Management, Portfolio Management, Financial Services, PMO, Series 7, Business Analysis, Wealth Management, Process Improvement, Insurance, Program Management, Securities, Series 63, Six Sigma, IT Management, IT Outsourcing, IT Transformation, IT Solutions, Lean Software..., Agile Methodologies, CMMI, Financial Systems, Business Development, CRM, Leadership, Strategic Planning, Management, Strategy, Governance, Software Development, Project Portfolio..., Business Process...
Education
Colorado College 1981 — 1983
BA, Political Science and French
Hollins University 1978 — 1980
Liberal Arts
Robert M Galisin's New York Life Experience October 2008 - September 2012
Job Insurance, Benefits and Financial Professional
Industry Insurance
Experience
Independent Contractor April 2014 - Present
Allstate Financial September 2012 - January 2014
New York Life October 2008 - September 2012
Thrivent Financial for Lutherans January 2003 - October 2008
Skills
Investments, Insurance, Financial Planning, Asset Management, Retirement Planning, Mutual Funds, Wealth Management, Long-term Care, Estate Planning, Financial Advisory, Life Insurance, IRAs, Fixed Annuities, Retirement, Portfolio Management, Wealth Accumulation, Strategic Financial..., Disability Insurance, Series 63, Universal Life, Whole Life, Health Insurance, Term Life Insurance, Critical Illness, Financial Services, Employee Benefits, 401k, Alternative Investments
Education
Duquesne University 1988 — 1992
Marketing
The Kiski School 1985 — 1988
Independent Contractor April 2014 - Present
Allstate Financial September 2012 - January 2014
New York Life October 2008 - September 2012
Thrivent Financial for Lutherans January 2003 - October 2008
Skills
Investments, Insurance, Financial Planning, Asset Management, Retirement Planning, Mutual Funds, Wealth Management, Long-term Care, Estate Planning, Financial Advisory, Life Insurance, IRAs, Fixed Annuities, Retirement, Portfolio Management, Wealth Accumulation, Strategic Financial..., Disability Insurance, Series 63, Universal Life, Whole Life, Health Insurance, Term Life Insurance, Critical Illness, Financial Services, Employee Benefits, 401k, Alternative Investments
Education
Duquesne University 1988 — 1992
Marketing
The Kiski School 1985 — 1988
Gordon Szerlip's New York Life Experience October 2010 - Present
Job Financial Professional at New York Life
Industry Financial Services
Experience
New York Life October 2010 - Present
Merrill Lynch 2008 - May 2010
Highroad Capital 2006 - 2008
Eyeon Partners, LLC 2005 - 2006
Adams Harkness 1994 - 2004
Smith Barney Shearson 1993 - 1994
Bear, Stearns & Co. Inc. 1980 - 1993
Skills
Creative Problem Solving, Customer Satisfaction, Investments, Securities, Retirement Planning, Equities, Public Speaking, Risk Management, Finance, Insurance, Financial Services, Retirement, Life Insurance, Fixed Annuities, Investment Strategies, Options, Asset Protection, Income Protection, Succession Planning, Honesty, Pension Provider, Longterm Care Insurance, Pay Check For Life, Executive Pay, Licensed in Long-Term...
Education
Emerson College 1975 — 1980
B.S., SPEECH, 1980
New York Life October 2010 - Present
Merrill Lynch 2008 - May 2010
Highroad Capital 2006 - 2008
Eyeon Partners, LLC 2005 - 2006
Adams Harkness 1994 - 2004
Smith Barney Shearson 1993 - 1994
Bear, Stearns & Co. Inc. 1980 - 1993
Skills
Creative Problem Solving, Customer Satisfaction, Investments, Securities, Retirement Planning, Equities, Public Speaking, Risk Management, Finance, Insurance, Financial Services, Retirement, Life Insurance, Fixed Annuities, Investment Strategies, Options, Asset Protection, Income Protection, Succession Planning, Honesty, Pension Provider, Longterm Care Insurance, Pay Check For Life, Executive Pay, Licensed in Long-Term...
Education
Emerson College 1975 — 1980
B.S., SPEECH, 1980
Gary Rodriguez Gary Rodriguez's New York Life Experience January 2009 - May 2010
Job Service Manager at Ryan Homes
Industry Construction
Experience
Ryan Homes July 2010 - Present
New York Life January 2009 - May 2010
Maronda INC. September 2002 - September 2008
Ryan Homes/NVR Inc April 1998 - September 2002
Ryan Homes/NVR Inc March 1991 - April 1998
Skills
Residential Homes, Insurance, Mutual Funds, Retirement Planning, Training, Project Management, Analysis, Employee Benefits, New Home Construction, Contract Negotiation, Real Estate, Sales, Team Building, Contract Management, Business Planning, Process Scheduler, Customer Service, Construction, Negotiation, Management, Construction Management, Budgets
Education
Technician Training School 1976 — 1977
Certficate, Carpentry/Carpenter
Edinboro University of Pennsylvania
Music
Ryan Homes July 2010 - Present
New York Life January 2009 - May 2010
Maronda INC. September 2002 - September 2008
Ryan Homes/NVR Inc April 1998 - September 2002
Ryan Homes/NVR Inc March 1991 - April 1998
Skills
Residential Homes, Insurance, Mutual Funds, Retirement Planning, Training, Project Management, Analysis, Employee Benefits, New Home Construction, Contract Negotiation, Real Estate, Sales, Team Building, Contract Management, Business Planning, Process Scheduler, Customer Service, Construction, Negotiation, Management, Construction Management, Budgets
Education
Technician Training School 1976 — 1977
Certficate, Carpentry/Carpenter
Edinboro University of Pennsylvania
Music
J. Christopher Boyd, CFP® J. Christopher Boyd, CFP®'s New York Life Experience January 1990 - October 1991
Job Asset Management Resources, LLC
Industry Investment Management
Experience
Asset Management Resources, LLC January 2008 - Present
Something More with Chris Boyd May 2007 - Present
AMR Insurance July 1996 - Present
Lincoln Financial Group October 1995 - March 2008
Bishop Feehan High School September 1995 - June 1996
Matignon High School September 1993 - June 1995
Prudential Insurance October 1991 - October 1993
New York Life January 1990 - October 1991
Education
College of the Holy Cross 1985 — 1988
BA, dual major: Philosophy, & Religious Studies
Asset Management Resources, LLC January 2008 - Present
Something More with Chris Boyd May 2007 - Present
AMR Insurance July 1996 - Present
Lincoln Financial Group October 1995 - March 2008
Bishop Feehan High School September 1995 - June 1996
Matignon High School September 1993 - June 1995
Prudential Insurance October 1991 - October 1993
New York Life January 1990 - October 1991
Education
College of the Holy Cross 1985 — 1988
BA, dual major: Philosophy, & Religious Studies
John Ohe John Ohe's New York Life Experience 2007 - 2011
Job Hola Expat Tax Services for U.S. Expats
Industry Financial Services
Experience
Hola Expat 2012 - Present
CEO Connection 2013 - 2014
Cigna International 2011 - 2012
New York Life 2007 - 2011
Guardian Life Insurance Company 2006 - 2007
Empire BlueCross BlueShield (WellPoint) 2002 - 2006
Credit Suisse First Boston 2001 - 2001
Salomon Smith Barney 1998 - 2000
Skills
Insurance, Health Insurance, Life Insurance, Business Strategy, Business Planning, Strategic Planning, New Business Development, Divestitures, Joint Ventures, Valuation, Product Management, Business Development, Mergers & Acquisitions, Executive Management, Investments
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Dartmouth College 1988 — 1992
BA, History, Economics
Regis High School 1984 — 1988
Hola Expat 2012 - Present
CEO Connection 2013 - 2014
Cigna International 2011 - 2012
New York Life 2007 - 2011
Guardian Life Insurance Company 2006 - 2007
Empire BlueCross BlueShield (WellPoint) 2002 - 2006
Credit Suisse First Boston 2001 - 2001
Salomon Smith Barney 1998 - 2000
Skills
Insurance, Health Insurance, Life Insurance, Business Strategy, Business Planning, Strategic Planning, New Business Development, Divestitures, Joint Ventures, Valuation, Product Management, Business Development, Mergers & Acquisitions, Executive Management, Investments
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Dartmouth College 1988 — 1992
BA, History, Economics
Regis High School 1984 — 1988
Devin Engelken Devin Engelken's New York Life Experience February 2006 - October 2006
Job Owner at Belephant
Industry Investment Management
Experience
Belephant August 2013 - Present
Debo Enterprises, Inc. March 2004 - Present
Clockwork Financial December 2012 - August 2013
IdEA Entrepreneur Academy June 2012 - December 2012
Heritage Advisors, LLC October 2006 - 2007
New York Life February 2006 - October 2006
Bankers Life and Casualty June 2003 - February 2006
Baron Automotive Group June 1996 - June 2003
Skills
Strategic Planning, New Business Development, Sales Management, Consulting, Sales, Entrepreneurship..., Operations Management, Public Relations, Motivational Speaking, Management Consulting, Entrepreneurship..., Investment Strategies, Estate Planning, Lead Generation, Social Media Marketing, Contract Negotiation, Insurance, Long-term Care, Life Insurance, Leadership, Marketing, Customer Service, Management, Executive Management, Recruiting, Business Development, Team Building, Small Business, Public Speaking, B2B, Entrepreneurship, Training, CRM, Business Planning
Education
Emporia State University 1999 — 2003
B.S.
Johnson County Community College 1996 — 1999
Associate's
Belephant August 2013 - Present
Debo Enterprises, Inc. March 2004 - Present
Clockwork Financial December 2012 - August 2013
IdEA Entrepreneur Academy June 2012 - December 2012
Heritage Advisors, LLC October 2006 - 2007
New York Life February 2006 - October 2006
Bankers Life and Casualty June 2003 - February 2006
Baron Automotive Group June 1996 - June 2003
Skills
Strategic Planning, New Business Development, Sales Management, Consulting, Sales, Entrepreneurship..., Operations Management, Public Relations, Motivational Speaking, Management Consulting, Entrepreneurship..., Investment Strategies, Estate Planning, Lead Generation, Social Media Marketing, Contract Negotiation, Insurance, Long-term Care, Life Insurance, Leadership, Marketing, Customer Service, Management, Executive Management, Recruiting, Business Development, Team Building, Small Business, Public Speaking, B2B, Entrepreneurship, Training, CRM, Business Planning
Education
Emporia State University 1999 — 2003
B.S.
Johnson County Community College 1996 — 1999
Associate's
Kevin Stonebarger Kevin Stonebarger's New York Life Experience July 2010 - Present
Job New York Life
Industry Financial Services
Experience
New York Life July 2010 - Present
FUTURITY FIRST Insurance Group October 2008 - September 2009
Mass Mutual February 2005 - September 2008
AXA Advisors January 1998 - February 2005
Skills
Investments, Financial Planning, Insurance, Asset Management, Financial Services, Fixed Annuities, IRAs, Retirement Planning, Retirement, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Series 7, Series 63, Mutual Funds, Wealth Management, Estate Planning, Securities, Wealth, Wealth Accumulation, Financial Planners, Series 6, Health Insurance
Education
Oklahoma State University 1988 — 1991
BS, Hotel & Restaurant Management
Columbia University in the City of New York 1987 — 1988
Degree of Study, Economics
New York Life July 2010 - Present
FUTURITY FIRST Insurance Group October 2008 - September 2009
Mass Mutual February 2005 - September 2008
AXA Advisors January 1998 - February 2005
Skills
Investments, Financial Planning, Insurance, Asset Management, Financial Services, Fixed Annuities, IRAs, Retirement Planning, Retirement, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Series 7, Series 63, Mutual Funds, Wealth Management, Estate Planning, Securities, Wealth, Wealth Accumulation, Financial Planners, Series 6, Health Insurance
Education
Oklahoma State University 1988 — 1991
BS, Hotel & Restaurant Management
Columbia University in the City of New York 1987 — 1988
Degree of Study, Economics
Samantha Chow's New York Life Experience August 2007 - June 2013
Job Senior Life and Annuities Analyst at Aite Group
Industry Insurance
Experience
Aite Group June 2015 - Present
New York Life Insurance Company June 2013 - June 2015
New York Life August 2007 - June 2013
Lebhar-Friedman 2004 - 2007
The Klages Group 2002 - 2003
Aflac 2001 - 2002
Aflac 1999 - 2001
Aflac 1997 - 1999
Skills
Forecasting, Competitive Intelligence, Quantitative Research, Research, Project Management, Focus Groups, Proposal Writing, Product Development, Primary Research, Qualitative Research, Pricing, Surve Design, Statistical Analysis, Consumer Insights, Secondary Research, Thought Leadership, Coaching, Facilitation, Training, Presentations, Presentation Development, Problem Solving, Process Improvement, Agile Methodologies, Report Writing, Life Insurance, Fixed Annuities, Call Centers, Business Analytics, Change Management
Education
University of Phoenix 2001 — 2003
MBA, International Business
Columbus State University 1998 — 2001
BS, Marketing & Statistics
Aite Group June 2015 - Present
New York Life Insurance Company June 2013 - June 2015
New York Life August 2007 - June 2013
Lebhar-Friedman 2004 - 2007
The Klages Group 2002 - 2003
Aflac 2001 - 2002
Aflac 1999 - 2001
Aflac 1997 - 1999
Skills
Forecasting, Competitive Intelligence, Quantitative Research, Research, Project Management, Focus Groups, Proposal Writing, Product Development, Primary Research, Qualitative Research, Pricing, Surve Design, Statistical Analysis, Consumer Insights, Secondary Research, Thought Leadership, Coaching, Facilitation, Training, Presentations, Presentation Development, Problem Solving, Process Improvement, Agile Methodologies, Report Writing, Life Insurance, Fixed Annuities, Call Centers, Business Analytics, Change Management
Education
University of Phoenix 2001 — 2003
MBA, International Business
Columbus State University 1998 — 2001
BS, Marketing & Statistics
Travis Theunissen Travis Theunissen's New York Life Experience August 2003 - Present
Job Agent, New York Life
Industry Insurance
Experience
New York Life August 2003 - Present
Education
Colorado State University
Bachelor, Finance
New York Life August 2003 - Present
Education
Colorado State University
Bachelor, Finance
Kevin Mertz Kevin Mertz's New York Life Experience August 2010 - June 2011
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
Fifth Third Securities July 2011 - July 2015
Fifth Third Bank June 2011 - July 2015
New York Life August 2010 - June 2011
Illinois and Florida School Systems August 2002 - August 2010
Skills
Investments, Fixed Annuities, Financial Services, Insurance, Series 7, Financial Planning, Finance, Strategy, Variable Annuities, Wealth Transfer, Wealth Management
Education
DePaul University 2003 — 2006
Masters in Education, Social Sciences
Kalamazoo College 1996 — 2000
BA, Political Science
Oak Park River Forest High School 1992 — 1996
High School Diploma
TIAA-CREF July 2015 - Present
Fifth Third Securities July 2011 - July 2015
Fifth Third Bank June 2011 - July 2015
New York Life August 2010 - June 2011
Illinois and Florida School Systems August 2002 - August 2010
Skills
Investments, Fixed Annuities, Financial Services, Insurance, Series 7, Financial Planning, Finance, Strategy, Variable Annuities, Wealth Transfer, Wealth Management
Education
DePaul University 2003 — 2006
Masters in Education, Social Sciences
Kalamazoo College 1996 — 2000
BA, Political Science
Oak Park River Forest High School 1992 — 1996
High School Diploma
Jeff Pols Jeff Pols's New York Life Experience August 2010 - April 2012
Job Owner at Benefit Innovations, LLC
Industry Insurance
Experience
Aflac March 2013 - Present
Benefit Innovations, LLC 2002 - Present
New York Life August 2010 - April 2012
Zion Christian School October 1999 - August 2001
Mid-America Reformed Seminary October 1996 - August 1999
United States Air Force November 1976 - November 1996
Skills
Disability Insurance, Health Insurance, Employee Benefits, Whole Life, Term Life Insurance, Long-term Care, Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Critical Illness, Instructional Systems..., Tests and Measurement, Insurance, Customer Service, Sales
Education
University of South Carolina-Columbia 1992 — 1996
Bachelor of Arts in Interdisciplinary Studies, Business and Human Resources
Community College of the Air Force 1977 — 1987
Associate of Science (A.S.), Avionics Maintenance Technology/Technician
Hudsonville High School 1971 — 1975
Diploma
Aflac March 2013 - Present
Benefit Innovations, LLC 2002 - Present
New York Life August 2010 - April 2012
Zion Christian School October 1999 - August 2001
Mid-America Reformed Seminary October 1996 - August 1999
United States Air Force November 1976 - November 1996
Skills
Disability Insurance, Health Insurance, Employee Benefits, Whole Life, Term Life Insurance, Long-term Care, Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Critical Illness, Instructional Systems..., Tests and Measurement, Insurance, Customer Service, Sales
Education
University of South Carolina-Columbia 1992 — 1996
Bachelor of Arts in Interdisciplinary Studies, Business and Human Resources
Community College of the Air Force 1977 — 1987
Associate of Science (A.S.), Avionics Maintenance Technology/Technician
Hudsonville High School 1971 — 1975
Diploma
Tanya Many Tanya Many's New York Life Experience April 1999 - August 2005
Job Customer Service Representative at Neogen Corporation
Industry Biotechnology
Experience
Neogen Corp. August 2005 - Present
Neogen Corporation August 2005 - Present
Neogen Corporation August 2005 - Present
New York Life April 1999 - August 2005
Education
Davenport University 2004 — 2009
Bachelor's, Business Management
Neogen Corp. August 2005 - Present
Neogen Corporation August 2005 - Present
Neogen Corporation August 2005 - Present
New York Life April 1999 - August 2005
Education
Davenport University 2004 — 2009
Bachelor's, Business Management
Bob Nowoc Bob Nowoc's New York Life Experience AgentNew York Law School2008 - 2009
Job Agent at New York Life
Industry Financial Services
Experience
New York Life AgentNew York Law School2008 - 2009
Education
East Carolina University
BS, Business Administration
New York Life AgentNew York Law School2008 - 2009
Education
East Carolina University
BS, Business Administration
Murray Mann Murray Mann's New York Life Experience January 2007 - December 2007
Job General Manager at Ninety Degree Golf
Industry Management Consulting
Experience
Big 5 Sporting Goods February 2014 - Present
Ninety Degree Golf March 2011 - December 2013
GolfTEC January 2009 - March 2011
Enterprise Rent a Car January 2008 - December 2008
New York Life January 2007 - December 2007
Copeland’s Sports Superstore May 2000 - January 2007
Skills
Research, Strategic Planning, Teaching, Negotiation, Customer Service, Budgets, Windows, Outlook, Public Speaking
Education
Dominican University of California 1992 — 1994
Bachelor’s Degree, International Business
Big 5 Sporting Goods February 2014 - Present
Ninety Degree Golf March 2011 - December 2013
GolfTEC January 2009 - March 2011
Enterprise Rent a Car January 2008 - December 2008
New York Life January 2007 - December 2007
Copeland’s Sports Superstore May 2000 - January 2007
Skills
Research, Strategic Planning, Teaching, Negotiation, Customer Service, Budgets, Windows, Outlook, Public Speaking
Education
Dominican University of California 1992 — 1994
Bachelor’s Degree, International Business
Kurt Brockman's New York Life Experience January 2005 - September 2007
Job Recruiting Coordinator at BJM & Associates, Inc., CoOwner of Queen of Arts, LLC, & Asst. Coach/Pitching Coach of SLBC
Industry Staffing and Recruiting
Experience
BJM and Associates, Inc. May 2008 - Present
South Lexington Baseball Club March 2010 - Present
Queen of Arts, LLC August 2007 - Present
State Farm Insurance October 2007 - January 2008
New York Life January 2005 - September 2007
Members Heritage Credit Union June 2003 - April 2005
Sam Goody December 2002 - December 2002
Green River Lake State Park May 2002 - September 2002
Green River Memorial Baptist Church May 1997 - May 2002
Hibbett Sporting Goods May 2001 - August 2001
Skills
Social Media Marketing, Insurance, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Employee Benefits, Temporary Staffing, Staff Management, Staffing Services, Musical Instruments, Music, Baseball, Sports Coaching, Banking, Financial Services, Internet, Creative Strategy, Recruiting, On-Call, Project Coordination, Operations Management, Computer Maintenance, Sanitation, Photography, Geography, Navigation, Fantasy Sports, Career Counseling, Fitness, Long Distance Running, College Basketball, College Football, College Baseball, Time Management, Organization, Spreadsheets, Guitarist, Pianist, Phone Etiquette, Answering Phones, Administrative..., Telephone Skills, Health Insurance, Contract Recruitment, Resume Writing, Staff Augmentation, Typing, Public Speaking, Public Relations
Education
Cumberland College 1999 — 2003
BS, Business Administration & Health Science
TCHS
BJM and Associates, Inc. May 2008 - Present
South Lexington Baseball Club March 2010 - Present
Queen of Arts, LLC August 2007 - Present
State Farm Insurance October 2007 - January 2008
New York Life January 2005 - September 2007
Members Heritage Credit Union June 2003 - April 2005
Sam Goody December 2002 - December 2002
Green River Lake State Park May 2002 - September 2002
Green River Memorial Baptist Church May 1997 - May 2002
Hibbett Sporting Goods May 2001 - August 2001
Skills
Social Media Marketing, Insurance, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Employee Benefits, Temporary Staffing, Staff Management, Staffing Services, Musical Instruments, Music, Baseball, Sports Coaching, Banking, Financial Services, Internet, Creative Strategy, Recruiting, On-Call, Project Coordination, Operations Management, Computer Maintenance, Sanitation, Photography, Geography, Navigation, Fantasy Sports, Career Counseling, Fitness, Long Distance Running, College Basketball, College Football, College Baseball, Time Management, Organization, Spreadsheets, Guitarist, Pianist, Phone Etiquette, Answering Phones, Administrative..., Telephone Skills, Health Insurance, Contract Recruitment, Resume Writing, Staff Augmentation, Typing, Public Speaking, Public Relations
Education
Cumberland College 1999 — 2003
BS, Business Administration & Health Science
TCHS
Christopher Minor Christopher Minor's New York Life Experience June 2008 - December 2009
Job Sr. LED Lighting Specialist
Industry Renewables & Environment
Experience
Truly Green Solutions April 2013 - Present
MaxOn Technologies August 2011 - May 2013
FetchBack Inc, an eBay company January 2011 - August 2011
Clear Channel Outdoor April 2010 - January 2011
New York Life June 2008 - December 2009
Morgan Stanley January 2005 - February 2008
Wachovia Securities May 2000 - January 2005
JWGenesis Financial Corp. November 1992 - May 2000
Skills
Account Management, CRM, Sales, Strategic Planning, Leadership, Marketing Strategy, New Business Development, Salesforce.com, Marketing, Sales Management, Online Advertising, Advertising, Digital Marketing, Sales Process, Negotiation, Business Strategy, Direct Marketing, Market Research, E-commerce, Budgets, Strategy, Management, Entrepreneurship, Lead Generation, Start-ups, Business Development, Competitive Analysis, B2B, Social Media Marketing, Online Marketing, Strategic Partnerships, Market Analysis, Market Planning, Sales Operations, Contract Negotiation, Marketing Management, Cold Calling, Selling, Analytics, Sales Presentations, Product Marketing, Integrated Marketing, Direct Sales
Education
Drake University 1988 — 1992
BS, Finance
Valley High School
Truly Green Solutions April 2013 - Present
MaxOn Technologies August 2011 - May 2013
FetchBack Inc, an eBay company January 2011 - August 2011
Clear Channel Outdoor April 2010 - January 2011
New York Life June 2008 - December 2009
Morgan Stanley January 2005 - February 2008
Wachovia Securities May 2000 - January 2005
JWGenesis Financial Corp. November 1992 - May 2000
Skills
Account Management, CRM, Sales, Strategic Planning, Leadership, Marketing Strategy, New Business Development, Salesforce.com, Marketing, Sales Management, Online Advertising, Advertising, Digital Marketing, Sales Process, Negotiation, Business Strategy, Direct Marketing, Market Research, E-commerce, Budgets, Strategy, Management, Entrepreneurship, Lead Generation, Start-ups, Business Development, Competitive Analysis, B2B, Social Media Marketing, Online Marketing, Strategic Partnerships, Market Analysis, Market Planning, Sales Operations, Contract Negotiation, Marketing Management, Cold Calling, Selling, Analytics, Sales Presentations, Product Marketing, Integrated Marketing, Direct Sales
Education
Drake University 1988 — 1992
BS, Finance
Valley High School
H. Michael Jalili H. Michael Jalili's New York Life Experience May 2015 - Present
Job Editorial Consultant at New York Life Insurance Company
Industry Public Relations and Communications
Experience
Polly Portfolio July 2015 - Present
New York Life May 2015 - Present
Lanjarón Arabia Distributors January 2014 - Present
National Bank of Abu Dhabi October 2009 - December 2014
Abu Dhabi Media Company January 2008 - September 2009
American Banker April 2006 - January 2008
INVESTOR’S BUSINESS DAILY 2007 - 2007
Watertown Daily Times September 2004 - April 2006
Dow Jones 1999 - 2003
Skills
Editing, Journalism, Newspaper, Storytelling, Blogging, Editorial, Copy Editing, Magazines, Publishing, Content Management, Social Media, Proofreading, Public Relations, Business Journalism, Publications, Newspapers, Interviews, Photography, Strategic Communications, Politics, Press Releases, News Writing, Books, Corporate Communications, Web Content, Feature Articles, Media Relations
Education
Columbia University in the City of New York 2003 — 2004
Master of Science, Journalim
Rutgers University-New Brunswick 1992 — 1998
BA, History & Economics
Polly Portfolio July 2015 - Present
New York Life May 2015 - Present
Lanjarón Arabia Distributors January 2014 - Present
National Bank of Abu Dhabi October 2009 - December 2014
Abu Dhabi Media Company January 2008 - September 2009
American Banker April 2006 - January 2008
INVESTOR’S BUSINESS DAILY 2007 - 2007
Watertown Daily Times September 2004 - April 2006
Dow Jones 1999 - 2003
Skills
Editing, Journalism, Newspaper, Storytelling, Blogging, Editorial, Copy Editing, Magazines, Publishing, Content Management, Social Media, Proofreading, Public Relations, Business Journalism, Publications, Newspapers, Interviews, Photography, Strategic Communications, Politics, Press Releases, News Writing, Books, Corporate Communications, Web Content, Feature Articles, Media Relations
Education
Columbia University in the City of New York 2003 — 2004
Master of Science, Journalim
Rutgers University-New Brunswick 1992 — 1998
BA, History & Economics
Michael Laliberte Michael Laliberte's New York Life Experience 2010 - Present
Job Financial Professional to families and businesses
Industry Financial Services
Experience
New York Life 2010 - Present
Wealth Impact Partners January 2007 - September 2010
MetLife February 2005 - January 2007
Bernie's TV & Applainces July 1997 - January 2005
Skills
Life Insurance, Whole Life, Disability Insurance, Long Term Care Insurance, Retirement Planning, Personal Financial..., Strategic Financial..., Estate Planning, Retirement, Wealth Management, Investments, Mutual Funds, Financial Services, Finance, IRAs, Personal Finance, Financial Analysis, Securities, Mortgage Marketing, Estate Law, Financial Planners, Portfolio Management, Asset Allocation, 401k Rollovers, Buy-sell Agreements, Roth IRA, Trusts, Financial Planning
Education
Johnson and Wales University 2007 — 2010
Bachelor of Science (B.S.), Finance and Financial Management Services
Community College of Rhode Island 1994 — 2000
AS Business, Quantative Business Analysis, Economics
New York Life 2010 - Present
Wealth Impact Partners January 2007 - September 2010
MetLife February 2005 - January 2007
Bernie's TV & Applainces July 1997 - January 2005
Skills
Life Insurance, Whole Life, Disability Insurance, Long Term Care Insurance, Retirement Planning, Personal Financial..., Strategic Financial..., Estate Planning, Retirement, Wealth Management, Investments, Mutual Funds, Financial Services, Finance, IRAs, Personal Finance, Financial Analysis, Securities, Mortgage Marketing, Estate Law, Financial Planners, Portfolio Management, Asset Allocation, 401k Rollovers, Buy-sell Agreements, Roth IRA, Trusts, Financial Planning
Education
Johnson and Wales University 2007 — 2010
Bachelor of Science (B.S.), Finance and Financial Management Services
Community College of Rhode Island 1994 — 2000
AS Business, Quantative Business Analysis, Economics
LaMar Boyce LaMar Boyce's New York Life Experience June 2006 - March 2012
Job I'm Hiring! Looking for Experienced Sales Professionals with a Background or Strong Interest in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company March 2012 - Present
i9 Sports April 2015 - June 2015
New York Life June 2006 - March 2012
American General Financial Services February 2005 - April 2006
Enterprise Rent-A-Car June 2004 - February 2005
Skills
Insurance, Retirement, Financial Services, Leadership, Series 63, Estate Planning, Employee Benefits, Coaching, Buy-sell Agreements, Recruiting, Financial Advisory, Marketing, Finance, Life Insurance, Fixed Annuities, Securities, Business Planning, Sourcing, Business Coaching, Retirement Planning, Term Life Insurance, Whole Life, Health Insurance, Small Business, IRAs, Asset Allocation, Financial Consulting, Educating Clients, Life and Health..., Insurance Sales
Education
Delaware State University 2001 — 2004
B.A, Business Management
New York Life Insurance Company March 2012 - Present
i9 Sports April 2015 - June 2015
New York Life June 2006 - March 2012
American General Financial Services February 2005 - April 2006
Enterprise Rent-A-Car June 2004 - February 2005
Skills
Insurance, Retirement, Financial Services, Leadership, Series 63, Estate Planning, Employee Benefits, Coaching, Buy-sell Agreements, Recruiting, Financial Advisory, Marketing, Finance, Life Insurance, Fixed Annuities, Securities, Business Planning, Sourcing, Business Coaching, Retirement Planning, Term Life Insurance, Whole Life, Health Insurance, Small Business, IRAs, Asset Allocation, Financial Consulting, Educating Clients, Life and Health..., Insurance Sales
Education
Delaware State University 2001 — 2004
B.A, Business Management
Michael Heidelbaugh Michael Heidelbaugh's New York Life Experience July 1991 - January 1993
Job Vice President at Conservative Environmental Services, Inc.
Industry Environmental Services
Experience
Conservative Environmental Services, Inc. April 1995 - Present
Direct Environmental January 1993 - March 1995
New York Life July 1991 - January 1993
Skills
Hazardous Materials..., Environmental, Soil, Remediation, Environmental Services, Waste, Asbestos, Environmental..., Environmental..., Hazardous Waste..., Environmental Awareness, Recycling, Environmental Consulting, CERCLA, Solid Waste, Groundwater, Customer Service, Sales, Environmental Compliance, Team Building
Education
Drexel University 1986 — 1991
BS, Commerce and Engineering Sciences
Conservative Environmental Services, Inc. April 1995 - Present
Direct Environmental January 1993 - March 1995
New York Life July 1991 - January 1993
Skills
Hazardous Materials..., Environmental, Soil, Remediation, Environmental Services, Waste, Asbestos, Environmental..., Environmental..., Hazardous Waste..., Environmental Awareness, Recycling, Environmental Consulting, CERCLA, Solid Waste, Groundwater, Customer Service, Sales, Environmental Compliance, Team Building
Education
Drexel University 1986 — 1991
BS, Commerce and Engineering Sciences
Scotty Hensby Scotty Hensby's New York Life Experience January 2005 - October 2006
Job Mortgage Banker at Park Sterling Bank, Richmond, VA
Industry Financial Services
Experience
Park Sterling Bank April 2015 - Present
Union First Market Bank (StellarOne Bank) June 2012 - April 2014
Wells Fargo Bank, N.A. November 2010 - June 2012
Wachovia Securities October 2006 - December 2010
New York Life January 2005 - October 2006
Skills
Loans, Small Business Lending, Commercial Banking, Financial Services, Finance, Retail Banking, Real Estate Lending, Insurance, New Business Development, Banking, Referrals, Customer Service, Cold Calling, Financial Analysis, Consumer Lending, Customer Experience, Leadership, Sales, Sales Prospecting, Managed Money, Reporting & Analysis, Financial Advisory, Residential Mortgages, Mortgage Industry, Mortgage Underwriting
Education
East Carolina University 2000 — 2004
B.S., Economics - Business Minor
Douglas Southall Freeman HS 1996 — 2000
Park Sterling Bank April 2015 - Present
Union First Market Bank (StellarOne Bank) June 2012 - April 2014
Wells Fargo Bank, N.A. November 2010 - June 2012
Wachovia Securities October 2006 - December 2010
New York Life January 2005 - October 2006
Skills
Loans, Small Business Lending, Commercial Banking, Financial Services, Finance, Retail Banking, Real Estate Lending, Insurance, New Business Development, Banking, Referrals, Customer Service, Cold Calling, Financial Analysis, Consumer Lending, Customer Experience, Leadership, Sales, Sales Prospecting, Managed Money, Reporting & Analysis, Financial Advisory, Residential Mortgages, Mortgage Industry, Mortgage Underwriting
Education
East Carolina University 2000 — 2004
B.S., Economics - Business Minor
Douglas Southall Freeman HS 1996 — 2000
Ed Klemm's New York Life Experience February 2003 - Present
Job SAP Center of Excellence
Industry Financial Services
Experience
New York Life February 2003 - Present
Private - Construction and Engineering Company February 2001 - February 2003
ATT/Bell Labs/Lucent May 1989 - February 2001
FBI September 1982 - April 1989
Skills
SAP Implementation, SAP, Unix, SAP ERP, Program Management, Integration, Solution Architecture, Business Intelligence, Oracle
Education
La Salle University 1978 — 1982
Bachelor of Science (BS), Computer Science
DeSales University 1992 — 1996
Master's degree, Computer Science / Technology, Magna Cum Laude
New York Life February 2003 - Present
Private - Construction and Engineering Company February 2001 - February 2003
ATT/Bell Labs/Lucent May 1989 - February 2001
FBI September 1982 - April 1989
Skills
SAP Implementation, SAP, Unix, SAP ERP, Program Management, Integration, Solution Architecture, Business Intelligence, Oracle
Education
La Salle University 1978 — 1982
Bachelor of Science (BS), Computer Science
DeSales University 1992 — 1996
Master's degree, Computer Science / Technology, Magna Cum Laude
Catherine Weigel Catherine Weigel's New York Life Experience September 1996 - September 1999
Job SVP, Editorial Director at Carpenter Group
Industry Marketing and Advertising
Experience
Carpenter Group June 2009 - Present
Wechsler June 2003 - April 2009
Morgan Stanley November 2001 - June 2003
Morgan Stanley September 1999 - November 2001
New York Life September 1996 - September 1999
Skills
Content Development, Editorial, Brand Management, Asset Managment, Marketing Communications, Integrated Marketing, Corporate Communications, Copywriting, Brokers, Content Strategy, Digital Strategy, Creative Direction, Content Management, Advertising, Corporate Branding, Financial Services, Marketing, Journalism, Asset Management, Copy Editing, Thought Leadership, Strategy, Wordpress, Digital Marketing, Brochures, Marketing Strategy, Corporate Identity, CMS, White Papers, Speech Writing, Art Direction, Editing, Online Marketing, Newsletters, Internal Communications, Email Marketing, Strategic Communications, Creative Strategy, Web Content
Education
Denison University 1992 — 1996
BA, English (writing) and Psychology
Carpenter Group June 2009 - Present
Wechsler June 2003 - April 2009
Morgan Stanley November 2001 - June 2003
Morgan Stanley September 1999 - November 2001
New York Life September 1996 - September 1999
Skills
Content Development, Editorial, Brand Management, Asset Managment, Marketing Communications, Integrated Marketing, Corporate Communications, Copywriting, Brokers, Content Strategy, Digital Strategy, Creative Direction, Content Management, Advertising, Corporate Branding, Financial Services, Marketing, Journalism, Asset Management, Copy Editing, Thought Leadership, Strategy, Wordpress, Digital Marketing, Brochures, Marketing Strategy, Corporate Identity, CMS, White Papers, Speech Writing, Art Direction, Editing, Online Marketing, Newsletters, Internal Communications, Email Marketing, Strategic Communications, Creative Strategy, Web Content
Education
Denison University 1992 — 1996
BA, English (writing) and Psychology
Debra Doncov Debra Doncov's New York Life Experience December 1994 - Present
Job director of development at New York Life
Industry Financial Services
Experience
New York Life December 1994 - Present
BC and BS of MA November 1982 - June 1987
Middlesex County Extension Service April 1979 - May 1982
Skills
Insurance, Financial Analysis, Marketing, Management, Financial Services, Small Business, Sales Management, Finance, 401k, Estate Planning, Customer Service, Microsoft Office, Program Management, Portfolio Management
Education
The American College 1993 — 2012
MSFS,CLU,ChFC,CASL, Financial Planning and Services
Cornell University 1976 — 1979
bs, consumer economics
New York Life December 1994 - Present
BC and BS of MA November 1982 - June 1987
Middlesex County Extension Service April 1979 - May 1982
Skills
Insurance, Financial Analysis, Marketing, Management, Financial Services, Small Business, Sales Management, Finance, 401k, Estate Planning, Customer Service, Microsoft Office, Program Management, Portfolio Management
Education
The American College 1993 — 2012
MSFS,CLU,ChFC,CASL, Financial Planning and Services
Cornell University 1976 — 1979
bs, consumer economics
Ashe Lockhart Ashe Lockhart's New York Life Experience 1988 - 1989
Job Attorney / Owner at LOCKHART, PLLC
Industry Law Practice
Experience
LOCKHART, PLLC 2005 - Present
Womble Carlyle Sandridge & Rice LLP 2002 - 2005
Lockhart + Hoffman 2000 - 2002
Sanford Holshouser 1998 - 1999
Supreme Court of North Carolina 1997 - 1998
United Carolina Bank (UCB) (Now BB&T) 1992 - 1994
Republic Bank & Trust (Now SunTrust) 1992 - 1992
First Union (Now Wells Fargo) 1989 - 1992
New York Life 1988 - 1989
Smith Helms Mullis & Moore (now McGuire Woods) 1986 - 1988
Skills
Corporate Law, Mergers & Acquisitions, Start-ups, Small Business, Contract Negotiation, Intellectual Property, Licensing, Software Licensing, Technology Transactions, Cyberlaw, Joint Ventures, Entrepreneurship, Trade Secrets, Privacy Law, Corporate Finance, Copyright Law, Non-compete Agreements, Negotiation
Education
University of North Carolina School of Law 1994 — 1997
J.D.
University of North Carolina at Charlotte 1986 — 1988
B.A., History, International Studies
Defense Language Institute
Latin American Spanish Language Course
West Charlotte High School 1974 — 1977
LOCKHART, PLLC 2005 - Present
Womble Carlyle Sandridge & Rice LLP 2002 - 2005
Lockhart + Hoffman 2000 - 2002
Sanford Holshouser 1998 - 1999
Supreme Court of North Carolina 1997 - 1998
United Carolina Bank (UCB) (Now BB&T) 1992 - 1994
Republic Bank & Trust (Now SunTrust) 1992 - 1992
First Union (Now Wells Fargo) 1989 - 1992
New York Life 1988 - 1989
Smith Helms Mullis & Moore (now McGuire Woods) 1986 - 1988
Skills
Corporate Law, Mergers & Acquisitions, Start-ups, Small Business, Contract Negotiation, Intellectual Property, Licensing, Software Licensing, Technology Transactions, Cyberlaw, Joint Ventures, Entrepreneurship, Trade Secrets, Privacy Law, Corporate Finance, Copyright Law, Non-compete Agreements, Negotiation
Education
University of North Carolina School of Law 1994 — 1997
J.D.
University of North Carolina at Charlotte 1986 — 1988
B.A., History, International Studies
Defense Language Institute
Latin American Spanish Language Course
West Charlotte High School 1974 — 1977
Jason Dick Jason Dick's New York Life Experience January 2009 - April 2009
Job Managing Partner at High Hopes Consulting LLC
Industry Financial Services
Experience
High Hopes Consulting LLC September 2010 - Present
From Creation Remedies January 2009 - August 2013
High Hopes Studio, Inc. 2004 - August 2013
New York Life January 2009 - April 2009
New York Life Retirement Plan Services September 2007 - January 2009
CitiStreet, LLC 2000 - 2007
Aquent 1998 - 2000
Fleet Bank 1996 - 1998
CDM 1996 - 1998
MIT 1995 - 1996
Skills
Management, Marketing Communications, Marketing, Marketing Strategy, CRM, Sales, Event Planning, Business Planning, Strategic Planning, Advertising, Leadership, New Business Development, Email Marketing, Event Management, Social Media Marketing, Entrepreneurship, Social Networking, Business Development, Talent Management, Online Marketing, Team Building, Graphic Design
Education
Global College of Natural Medicine 2008 — 2010
Certification
Eastern Nazarene College
Hartwick College
High Hopes Consulting LLC September 2010 - Present
From Creation Remedies January 2009 - August 2013
High Hopes Studio, Inc. 2004 - August 2013
New York Life January 2009 - April 2009
New York Life Retirement Plan Services September 2007 - January 2009
CitiStreet, LLC 2000 - 2007
Aquent 1998 - 2000
Fleet Bank 1996 - 1998
CDM 1996 - 1998
MIT 1995 - 1996
Skills
Management, Marketing Communications, Marketing, Marketing Strategy, CRM, Sales, Event Planning, Business Planning, Strategic Planning, Advertising, Leadership, New Business Development, Email Marketing, Event Management, Social Media Marketing, Entrepreneurship, Social Networking, Business Development, Talent Management, Online Marketing, Team Building, Graphic Design
Education
Global College of Natural Medicine 2008 — 2010
Certification
Eastern Nazarene College
Hartwick College
Puneet Seth, MBA, CLU, ChFC, CLTC, CLF's New York Life Experience March 2011 - Present
Job Honored and humbled to be a part of Leadership Atlanta Class of '16. TBCE!
Industry Financial Services
Experience
New York Life March 2011 - Present
New York Life September 2005 - March 2011
New York Life June 2000 - September 2005
Mutual of New York April 1997 - March 2000
MetLife March 1993 - March 1997
Skills
Thought Leadership, Sales, Training, Wealth, Recruiting, Leadership, Financial Recruiting, Marketing, Management, Team Building, Strategic Planning, Life Insurance, Coaching, Public Speaking, Marketing Strategy
Education
The American College 2011 — 2014
Chfc, Finance and Financial Management Services
The American College 2010 — 2011
CLF, Organizational Leadership
The American College 2000 — 2004
CLU, Insurance
Faculty of Management Studies FMS 1984 — 1986
Master of Business Administration (MBA), Marketing
Delhi University 1980 — 1986
Bachelor of Commerce (BCom), Marketing
New York Life March 2011 - Present
New York Life September 2005 - March 2011
New York Life June 2000 - September 2005
Mutual of New York April 1997 - March 2000
MetLife March 1993 - March 1997
Skills
Thought Leadership, Sales, Training, Wealth, Recruiting, Leadership, Financial Recruiting, Marketing, Management, Team Building, Strategic Planning, Life Insurance, Coaching, Public Speaking, Marketing Strategy
Education
The American College 2011 — 2014
Chfc, Finance and Financial Management Services
The American College 2010 — 2011
CLF, Organizational Leadership
The American College 2000 — 2004
CLU, Insurance
Faculty of Management Studies FMS 1984 — 1986
Master of Business Administration (MBA), Marketing
Delhi University 1980 — 1986
Bachelor of Commerce (BCom), Marketing
Deana Graebner's New York Life Experience November 2006 - November 2009
Job Corporate Vice President Broad Market Strategy
Industry Marketing and Advertising
Experience
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company December 2009 - June 2013
American Cancer Society August 2008 - 2011
New York Life November 2006 - November 2009
Club Corp September 2002 - November 2006
BELLEVIEW BILTMORE RESORT January 2001 - September 2002
HB Associates October 2000 - January 2001
Hilton Clearwater Beach Resort April 1998 - October 2000
BROWNESTONE HOTEL December 1996 - March 1998
Skills
Forecasting, Analysis, Database Marketing, Golf, Event Management, Fundraising, Event Planning, Strategic Planning, Team Building, Account Management, Direct Marketing, Marketing Strategy, Public Relations, Budgets, Sales, Marketing, Microsoft Excel, PowerPoint, Direct Mail, Meeting Planning, Hospitality, Access, Social Networking, Management, Sales Management, Training
Education
East Carolina University 1992 — 1996
B.S, Hospitality Management; Marketing and Management
Broadneck Senior High 1990 — 1992
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company December 2009 - June 2013
American Cancer Society August 2008 - 2011
New York Life November 2006 - November 2009
Club Corp September 2002 - November 2006
BELLEVIEW BILTMORE RESORT January 2001 - September 2002
HB Associates October 2000 - January 2001
Hilton Clearwater Beach Resort April 1998 - October 2000
BROWNESTONE HOTEL December 1996 - March 1998
Skills
Forecasting, Analysis, Database Marketing, Golf, Event Management, Fundraising, Event Planning, Strategic Planning, Team Building, Account Management, Direct Marketing, Marketing Strategy, Public Relations, Budgets, Sales, Marketing, Microsoft Excel, PowerPoint, Direct Mail, Meeting Planning, Hospitality, Access, Social Networking, Management, Sales Management, Training
Education
East Carolina University 1992 — 1996
B.S, Hospitality Management; Marketing and Management
Broadneck Senior High 1990 — 1992
Gayle Yeomans Gayle Yeomans's New York Life Experience 1994 - 1998
Job
Industry Government Relations
Experience
New York Life Insurance Co. (retired) 2002 - July 2011
New York State Assembly 1998 - 2002
New York Life 1994 - 1998
NYS Senate 1990 - 1994
Skills
Health Insurance, Financial Services, Life Insurance, Governmental Affairs, State Government, Leadership, Risk Management, Strategy, Securities Regulation, Negotiation, Marketing Strategy, Employee Benefits, Event Planning, Management, Strategic Planning, Social Media, Investments, Securities, Government
Education
New York University School of Law 1971 — 1974
J.D.
Cornell University 1967 — 1971
B.S., Industrial & Labor Relations
New York Life Insurance Co. (retired) 2002 - July 2011
New York State Assembly 1998 - 2002
New York Life 1994 - 1998
NYS Senate 1990 - 1994
Skills
Health Insurance, Financial Services, Life Insurance, Governmental Affairs, State Government, Leadership, Risk Management, Strategy, Securities Regulation, Negotiation, Marketing Strategy, Employee Benefits, Event Planning, Management, Strategic Planning, Social Media, Investments, Securities, Government
Education
New York University School of Law 1971 — 1974
J.D.
Cornell University 1967 — 1971
B.S., Industrial & Labor Relations
Hanah Chae, FSA, CERA, MAAA Hanah Chae, FSA, CERA, MAAA's New York Life Experience May 2015 - Present
Job Corporate Vice President and Actuary at New York Life
Industry Financial Services
Experience
New York Life May 2015 - Present
Prudential Financial December 2014 - April 2015
Prudential Financial July 2010 - December 2014
Prudential Financial May 2009 - July 2009
Global Vision Christian School December 2008 - January 2009
Achieve Academy June 2007 - August 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Investments, Risk Management, Financial Risk
Education
Cornell University 2006 — 2010
Bachelor of Arts (BA), Economics
New York Life May 2015 - Present
Prudential Financial December 2014 - April 2015
Prudential Financial July 2010 - December 2014
Prudential Financial May 2009 - July 2009
Global Vision Christian School December 2008 - January 2009
Achieve Academy June 2007 - August 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Investments, Risk Management, Financial Risk
Education
Cornell University 2006 — 2010
Bachelor of Arts (BA), Economics
Marco DiFlorio Marco DiFlorio's New York Life Experience February 2009 - Present
Job New York Life Insurance
Industry Insurance
Experience
New York Life February 2009 - Present
Positive Image Productions Inc. January 2004 - Present
Marco Productions Inc. June 1992 - December 2003
X-Tra Talent September 1993 - November 2000
Skills
Family Planning, Wealth Accumulation, Project Planning, Public Speaking, Retirement Income..., College Savings Plans, Irrevocable Life..., Long Term Care
Education
Eastern Virginia Medical School 1984 — 1986
MS Clinical Art Therapy, Psychology
Virginia Wesleyan College 1980 — 1984
BA, Psychology/Art
FW COX HIGH 1977 — 1980
Honors, Psychology
New York Life February 2009 - Present
Positive Image Productions Inc. January 2004 - Present
Marco Productions Inc. June 1992 - December 2003
X-Tra Talent September 1993 - November 2000
Skills
Family Planning, Wealth Accumulation, Project Planning, Public Speaking, Retirement Income..., College Savings Plans, Irrevocable Life..., Long Term Care
Education
Eastern Virginia Medical School 1984 — 1986
MS Clinical Art Therapy, Psychology
Virginia Wesleyan College 1980 — 1984
BA, Psychology/Art
FW COX HIGH 1977 — 1980
Honors, Psychology
Neal Berentz Neal Berentz's New York Life Experience April 2010 - May 2010
Job Insurance Reimursement I at Community Health Systems
Industry Hospital & Health Care
Experience
Community Health Systems November 2014 - Present
Community Health Systems October 2013 - November 2014
Health Management Associates August 2012 - November 2013
OfficeTeam April 2012 - August 2012
Target Corporation February 2012 - April 2012
Old Republic National Title Insurance August 2010 - February 2012
Holiday Inn Express June 2010 - August 2010
New York Life April 2010 - May 2010
Congresswoman Kathy Dahlkemper District Office May 2009 - December 2009
Home Depot, Inc May 2005 - August 2008
Skills
Microsoft Office, Government, Office Administration, International Relations, Databases, Customer Satisfaction, Leadership, Data Entry, Outlook, Process Scheduler, Customer Service, Microsoft Word, Administrative..., Microsoft Excel, Management, Marketing
Education
Edinboro University of Pennsylvania 2005 — 2010
Bachelors, Political science
Cloverleaf High School 2001 — 2005
Community Health Systems November 2014 - Present
Community Health Systems October 2013 - November 2014
Health Management Associates August 2012 - November 2013
OfficeTeam April 2012 - August 2012
Target Corporation February 2012 - April 2012
Old Republic National Title Insurance August 2010 - February 2012
Holiday Inn Express June 2010 - August 2010
New York Life April 2010 - May 2010
Congresswoman Kathy Dahlkemper District Office May 2009 - December 2009
Home Depot, Inc May 2005 - August 2008
Skills
Microsoft Office, Government, Office Administration, International Relations, Databases, Customer Satisfaction, Leadership, Data Entry, Outlook, Process Scheduler, Customer Service, Microsoft Word, Administrative..., Microsoft Excel, Management, Marketing
Education
Edinboro University of Pennsylvania 2005 — 2010
Bachelors, Political science
Cloverleaf High School 2001 — 2005
Jeb Smith Jeb Smith's New York Life Experience March 2009 - Present
Job Agent with New York Life
Industry Insurance
Experience
New York Life March 2009 - Present
United States Air Force November 2002 - November 2008
United States Air Force 2002 - 2008
Education
ECPI University 2007 — 2008
Certs., Computer Science
University of Kentucky 1999 — 2002
na, Music
New York Life March 2009 - Present
United States Air Force November 2002 - November 2008
United States Air Force 2002 - 2008
Education
ECPI University 2007 — 2008
Certs., Computer Science
University of Kentucky 1999 — 2002
na, Music
Maureen Parlette's New York Life Experience 2004 - 2005
Job Executive Consultant
Industry Management Consulting
Experience
Woodbridge, VA 2009 - Present
Sanitronics 2008 - 2009
New York Life 2004 - 2005
IXI Corporation purchased by Equifax, Inc. 2001 - 2003
DST Output 1999 - 2001
Corporate Management Group 1998 - 1999
TransUnion 1995 - 1997
Equifax, Inc. 1986 - 1995
Skills
Marketing, Business Strategy, Analytics, Management Consulting, Multi-Channel Marketing, New Business Development, Database Marketing, Consultative Selling, Integrated Marketing, Direct Marketing, Start-ups, Business Analysis, Product Launch, Market Research, Marketing Communications, Customer Acquisition, Staff Development, Marketing Strategy, Strategic Planning, Account Management, Strategic Partnerships
Education
Duquesne University 1980 — 1984
BS
The American College and NAIFA
LUTCF Credits:
Kennesaw State University
Woodbridge, VA 2009 - Present
Sanitronics 2008 - 2009
New York Life 2004 - 2005
IXI Corporation purchased by Equifax, Inc. 2001 - 2003
DST Output 1999 - 2001
Corporate Management Group 1998 - 1999
TransUnion 1995 - 1997
Equifax, Inc. 1986 - 1995
Skills
Marketing, Business Strategy, Analytics, Management Consulting, Multi-Channel Marketing, New Business Development, Database Marketing, Consultative Selling, Integrated Marketing, Direct Marketing, Start-ups, Business Analysis, Product Launch, Market Research, Marketing Communications, Customer Acquisition, Staff Development, Marketing Strategy, Strategic Planning, Account Management, Strategic Partnerships
Education
Duquesne University 1980 — 1984
BS
The American College and NAIFA
LUTCF Credits:
Kennesaw State University
Prajakta Gandhe's New York Life Experience 2004 - 2004
Job Computer Software Consultant and Contractor
Industry Computer Software
Experience
Atlantic Container Line August 2008 - Present
Prudential Financial July 2007 - July 2008
Goldman 2007 - 2007
Citigroup Private Bank 2003 - 2006
New york life. 2004 - 2004
Oracle IDC 2000 - 2001
BVM Microsystems 1999 - 2000
Education
Devi Ahilya Vishwavidyalaya 1995 — 1999
Atlantic Container Line August 2008 - Present
Prudential Financial July 2007 - July 2008
Goldman 2007 - 2007
Citigroup Private Bank 2003 - 2006
New york life. 2004 - 2004
Oracle IDC 2000 - 2001
BVM Microsystems 1999 - 2000
Education
Devi Ahilya Vishwavidyalaya 1995 — 1999
Jennifer Salus Antin's New York Life Experience May 1994 - May 1996
Job VP, Sales Strategy & Support Manager
Industry Financial Services
Experience
JPMorgan Chase 2010 - Present
JPMorgan Chase July 2007 - May 2010
JPMorgan Chase May 2005 - July 2007
JPMorgan Chase January 2003 - May 2005
JPMorgan Chase October 2000 - December 2002
UBS June 1997 - September 2000
New York Life May 1994 - May 1996
Skills
Commercial Banking, Relationship Management, Project Management, Financial Services, Retail Banking, Team Building, Segmentation, Process Improvement, Mortgage Banking, CRM, Business Analysis, Leadership, Management, Analytics, Strategy, Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 1997
MBA, MIS and Finance
Drew University 1990 — 1994
BA, Mathematics, German, Physics
JPMorgan Chase 2010 - Present
JPMorgan Chase July 2007 - May 2010
JPMorgan Chase May 2005 - July 2007
JPMorgan Chase January 2003 - May 2005
JPMorgan Chase October 2000 - December 2002
UBS June 1997 - September 2000
New York Life May 1994 - May 1996
Skills
Commercial Banking, Relationship Management, Project Management, Financial Services, Retail Banking, Team Building, Segmentation, Process Improvement, Mortgage Banking, CRM, Business Analysis, Leadership, Management, Analytics, Strategy, Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 1997
MBA, MIS and Finance
Drew University 1990 — 1994
BA, Mathematics, German, Physics
Lane B. Kent's New York Life Experience 2001 - 2005
Job President at IAS, Insurance Administrative Solutions
Industry Insurance
Experience
Insurance Administrative Solutions September 2013 - Present
Univita October 2010 - May 2013
Long Term Care Group February 2006 - September 2010
New York Life 2001 - 2005
Mutual of Omaha 1992 - 2001
Skills
Business Strategy, Plan Execution, P&L responsibility, Business Development, Marketing, Strategic Partnerships, Product Design, Health Insurance, Long-term Care, Product Marketing, Project Planning, Insurance, Medicare, Managed Care, Start-ups, Sales, Leadership, Process Improvement, Strategic Planning, New Business Development, Risk Management, Disability Insurance, Healthcare, P&L Responsibility, Training, Vendor Management, Account Management, Management, Strategy, Employee Benefits, Medicaid, Life Insurance, Coaching, Project Management, Executive Management, Team Building, Health Policy, Cross-functional Team..., P
Education
Creighton University 1990 — 1993
Graduate Certificate, International Studies
University of Nebraska-Lincoln 1985 — 1990
BS, Psychology
Insurance Administrative Solutions September 2013 - Present
Univita October 2010 - May 2013
Long Term Care Group February 2006 - September 2010
New York Life 2001 - 2005
Mutual of Omaha 1992 - 2001
Skills
Business Strategy, Plan Execution, P&L responsibility, Business Development, Marketing, Strategic Partnerships, Product Design, Health Insurance, Long-term Care, Product Marketing, Project Planning, Insurance, Medicare, Managed Care, Start-ups, Sales, Leadership, Process Improvement, Strategic Planning, New Business Development, Risk Management, Disability Insurance, Healthcare, P&L Responsibility, Training, Vendor Management, Account Management, Management, Strategy, Employee Benefits, Medicaid, Life Insurance, Coaching, Project Management, Executive Management, Team Building, Health Policy, Cross-functional Team..., P
Education
Creighton University 1990 — 1993
Graduate Certificate, International Studies
University of Nebraska-Lincoln 1985 — 1990
BS, Psychology
Boris Shoykhet's New York Life Experience August 2007 - March 2012
Job Director Product & Market Intelligence at Protective Life
Industry Financial Services
Experience
Protective Life May 2013 - Present
Softball 2015 - 2015
Softball 2015 - 2015
Softball 2015 - 2015
Gravity Media September 2012 - March 2013
Alabama Soccer 2013 - 2013
The Guardian Life Insurance Company of America March 2012 - July 2012
New York Life August 2007 - March 2012
Honors Bridge Club 2006 - 2007
Skills
Product Management, Competitive Analysis, Marketing, Market Analysis, Public Speaking, Microsoft Office, SPSS, SNL, Lotus Notes, Customer Service, Marketing Communications, Life Insurance, Russian, Data Analysis, Analysis, Financial Analysis, Cross-functional Team..., Strategy, Management, Business Development, Sales, Business Intelligence, Product Development
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Finance and Marketing
SNL Training 2011 — 2011
Financial Analysis of Life/P&C Insurers, Accounting and Finance
University of Vermont 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Protective Life May 2013 - Present
Softball 2015 - 2015
Softball 2015 - 2015
Softball 2015 - 2015
Gravity Media September 2012 - March 2013
Alabama Soccer 2013 - 2013
The Guardian Life Insurance Company of America March 2012 - July 2012
New York Life August 2007 - March 2012
Honors Bridge Club 2006 - 2007
Skills
Product Management, Competitive Analysis, Marketing, Market Analysis, Public Speaking, Microsoft Office, SPSS, SNL, Lotus Notes, Customer Service, Marketing Communications, Life Insurance, Russian, Data Analysis, Analysis, Financial Analysis, Cross-functional Team..., Strategy, Management, Business Development, Sales, Business Intelligence, Product Development
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Finance and Marketing
SNL Training 2011 — 2011
Financial Analysis of Life/P&C Insurers, Accounting and Finance
University of Vermont 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Jeff Gill's New York Life Experience January 2003 - May 2003
Job Strategic Account Manager at National Research Corporation
Industry Hospital & Health Care
Experience
National Research Corporation September 2011 - Present
DMSi Software January 2010 - September 2011
Werner Enterprises June 2009 - January 2010
Werner Enterprises August 2007 - March 2009
Werner Enterprises May 2006 - August 2007
Werner Enterprises June 2005 - May 2006
Werner Enterprises November 2004 - June 2005
Werner Enterprises March 2004 - November 2004
Werner Enterprises May 2003 - March 2004
New York Life January 2003 - May 2003
Skills
Microsoft Office, Customer Relations, Conferences, Transportation, Healthcare, Customer Service, Word, Excel, Public Speaking, Team Building, Outlook, PowerPoint, Hiring, Supervisory Skills, Problem Solving, Event Planning, Scheduling, Administration, Mentoring, Logistics, Leadership Development, Operations Management, Event Management, Coaching, Employee Relations, Customer Satisfaction, Process Improvement, Team Leadership, Sales, Microsoft Excel, Management, Microsoft Word, Sales Management, Project Planning, Organizational..., Leadership, Account Management, Interviews
Education
Regis University 2007 — 2009
Masters, Business Administration
Creighton University 1999 — 2003
Bachelor of Arts, Psychology
Creighton University 1999 — 2003
Certificate of Business Administration, Business Administration and Management, General
Blue Valley North 1995 — 1999
Diploma, General Studies
National Research Corporation September 2011 - Present
DMSi Software January 2010 - September 2011
Werner Enterprises June 2009 - January 2010
Werner Enterprises August 2007 - March 2009
Werner Enterprises May 2006 - August 2007
Werner Enterprises June 2005 - May 2006
Werner Enterprises November 2004 - June 2005
Werner Enterprises March 2004 - November 2004
Werner Enterprises May 2003 - March 2004
New York Life January 2003 - May 2003
Skills
Microsoft Office, Customer Relations, Conferences, Transportation, Healthcare, Customer Service, Word, Excel, Public Speaking, Team Building, Outlook, PowerPoint, Hiring, Supervisory Skills, Problem Solving, Event Planning, Scheduling, Administration, Mentoring, Logistics, Leadership Development, Operations Management, Event Management, Coaching, Employee Relations, Customer Satisfaction, Process Improvement, Team Leadership, Sales, Microsoft Excel, Management, Microsoft Word, Sales Management, Project Planning, Organizational..., Leadership, Account Management, Interviews
Education
Regis University 2007 — 2009
Masters, Business Administration
Creighton University 1999 — 2003
Bachelor of Arts, Psychology
Creighton University 1999 — 2003
Certificate of Business Administration, Business Administration and Management, General
Blue Valley North 1995 — 1999
Diploma, General Studies
Alan Fallert's New York Life Experience April 1971 - December 1999
Job Retired
Industry Insurance
Experience
Cadbury Schweppes July 2001 - February 2007
New York Life April 1971 - December 1999
Education
DePaul University
Cadbury Schweppes July 2001 - February 2007
New York Life April 1971 - December 1999
Education
DePaul University
Derek Woods CFP ®'s New York Life Experience July 2005 - December 2010
Job Financial Services Representatitive and Financial Planner
Industry Financial Services
Experience
MetLife January 2013 - Present
New York Life Insurance Company January 2011 - January 2013
New York Life July 2005 - December 2010
Insource Inc 2003 - 2003
Skills
Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Life Insurance, IRAs, Long Term Care Insurance, Securities, Estate Planning, Long-term Care, Investments, Strategic Financial..., Insurance, Wealth Management, Wealth Accumulation, Term Life Insurance
Education
Colorado State University 1989 — 1993
Bachelor of Arts (B.A.), History
MetLife January 2013 - Present
New York Life Insurance Company January 2011 - January 2013
New York Life July 2005 - December 2010
Insource Inc 2003 - 2003
Skills
Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Life Insurance, IRAs, Long Term Care Insurance, Securities, Estate Planning, Long-term Care, Investments, Strategic Financial..., Insurance, Wealth Management, Wealth Accumulation, Term Life Insurance
Education
Colorado State University 1989 — 1993
Bachelor of Arts (B.A.), History
Abby Campbell's New York Life Experience August 2003 - May 2004
Job Principal at Clever Fox Consulting
Industry Marketing and Advertising
Experience
Clever Fox Consulting September 2013 - Present
Freelance September 2010 - June 2014
Concentric September 2011 - September 2013
Interbrand Design Forum November 2005 - August 2011
Interbrand November 2005 - August 2011
Northwestern Mutual June 2004 - August 2005
New York Life August 2003 - May 2004
Skills
Analytics, Operations Management, Agent-based Modeling, Agent-based Simulation, Marketing Strategy, Customer Insight, Market Research, Graphic Design, Report Writing, Report Production, Competitive Analysis, Segmentation, Strategy, Brand Architecture, Strategic Planning, Business Strategy, Digital Marketing, Marketing Research, Digital Strategy, CRM, Brand Development, Brand Management, Consumer Behaviour, Analysis, Salesforce.com, Data Analysis, Integrated Marketing, Forecasting, B2B, Retail
Education
Cornell University 1999 — 2003
Bachelor of Science, Industrial and Labor Relations, 3.5
Kettering Fairmont High School 1995 — 1999
4.0
Clever Fox Consulting September 2013 - Present
Freelance September 2010 - June 2014
Concentric September 2011 - September 2013
Interbrand Design Forum November 2005 - August 2011
Interbrand November 2005 - August 2011
Northwestern Mutual June 2004 - August 2005
New York Life August 2003 - May 2004
Skills
Analytics, Operations Management, Agent-based Modeling, Agent-based Simulation, Marketing Strategy, Customer Insight, Market Research, Graphic Design, Report Writing, Report Production, Competitive Analysis, Segmentation, Strategy, Brand Architecture, Strategic Planning, Business Strategy, Digital Marketing, Marketing Research, Digital Strategy, CRM, Brand Development, Brand Management, Consumer Behaviour, Analysis, Salesforce.com, Data Analysis, Integrated Marketing, Forecasting, B2B, Retail
Education
Cornell University 1999 — 2003
Bachelor of Science, Industrial and Labor Relations, 3.5
Kettering Fairmont High School 1995 — 1999
4.0
Jeremy Ragsdale's New York Life Experience August 2008 - November 2010
Job CEO Insurance Division at Eli Global, LLC
Industry Insurance
Experience
Eli Global, LLC June 2014 - Present
TIAA-CREF November 2010 - June 2014
New York Life August 2008 - November 2010
USAA September 2006 - July 2008
Principal Financial Group 1998 - 2006
Skills
Insurance, Life Insurance, Project Planning, Mutual Funds, Fixed Annuities, Wealth Management, Strategic Financial..., Financial Services, Series 7, Series 6, Retirement Planning, Retirement, Leadership, Series 63, Risk Management, Securities, 401k, Investment Advisory, Disability Insurance, Portfolio Management, IRAs, Investments, Product Management, Estate Planning, Asset Allocation, Financial Planning, Highly Reliable, Highly responsible, Highly Dedicated, Highly personable, Highly resourceful
Education
Drake University 2000 — 2002
MBA, Business
Iowa State University - College of Business 1994 — 1998
BS, MIS
High School 1990 — 1994
Eli Global, LLC June 2014 - Present
TIAA-CREF November 2010 - June 2014
New York Life August 2008 - November 2010
USAA September 2006 - July 2008
Principal Financial Group 1998 - 2006
Skills
Insurance, Life Insurance, Project Planning, Mutual Funds, Fixed Annuities, Wealth Management, Strategic Financial..., Financial Services, Series 7, Series 6, Retirement Planning, Retirement, Leadership, Series 63, Risk Management, Securities, 401k, Investment Advisory, Disability Insurance, Portfolio Management, IRAs, Investments, Product Management, Estate Planning, Asset Allocation, Financial Planning, Highly Reliable, Highly responsible, Highly Dedicated, Highly personable, Highly resourceful
Education
Drake University 2000 — 2002
MBA, Business
Iowa State University - College of Business 1994 — 1998
BS, MIS
High School 1990 — 1994
David A. Harland's New York Life Experience
Job Deputy General Counsel at New York Life
Industry Financial Services
Experience
New York Life
Education
Columbia Law School 1979 — 1980
Institute of World Affairs 1978 — 1979
Diploma, Aviation & Space Law
The London School of Economics and Political Science (LSE) 1978 — 1979
LL.M, International
The London School of Economics and Political Science (LSE) 1975 — 1978
LL.B. (Hons.)
Tufts University 1973 — 1976
B.A., English/History
New York Life
Education
Columbia Law School 1979 — 1980
Institute of World Affairs 1978 — 1979
Diploma, Aviation & Space Law
The London School of Economics and Political Science (LSE) 1978 — 1979
LL.M, International
The London School of Economics and Political Science (LSE) 1975 — 1978
LL.B. (Hons.)
Tufts University 1973 — 1976
B.A., English/History
James Daily's New York Life Experience September 2005 - March 2013
Job Senior Application Architect and Development Lead at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company March 2013 - Present
New York Life September 2005 - March 2013
New York Life June 2002 - September 2005
Kraft Foods June 2001 - August 2001
iWon.com (IAC) May 2000 - August 2000
Skills
Databases, Oracle, SQL, Web Applications, PL/SQL, Unix, JavaScript, Solution Architecture, Web Development, Business Analysis, Team Leadership, Data Modeling, Enterprise Architecture, SDLC, User Interface Design, Requirements Analysis, Scrum, HTML, Life Insurance, Technical Leadership, Agile Methodologies, Application Architecture, XML, XSD, ACORD, Database Design, Workflow, AJAX, Enterprise Software, Linux, Java, Software Engineering, Web Services
Education
Drew University 1998 — 2002
BA, Economics, Computer Science
Edgemont High School 1994 — 1998
High School Diploma
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company March 2013 - Present
New York Life September 2005 - March 2013
New York Life June 2002 - September 2005
Kraft Foods June 2001 - August 2001
iWon.com (IAC) May 2000 - August 2000
Skills
Databases, Oracle, SQL, Web Applications, PL/SQL, Unix, JavaScript, Solution Architecture, Web Development, Business Analysis, Team Leadership, Data Modeling, Enterprise Architecture, SDLC, User Interface Design, Requirements Analysis, Scrum, HTML, Life Insurance, Technical Leadership, Agile Methodologies, Application Architecture, XML, XSD, ACORD, Database Design, Workflow, AJAX, Enterprise Software, Linux, Java, Software Engineering, Web Services
Education
Drew University 1998 — 2002
BA, Economics, Computer Science
Edgemont High School 1994 — 1998
High School Diploma
Peter Schnabel's New York Life Experience April 2006 - January 2009
Job Programmer at Jack Russell Software Company
Industry Computer Software
Experience
Jack Russell Software Company September 2015 - Present
UniversalBusinessListing.org a service of UBL Interactive, Inc. March 2014 - September 2015
Bublish January 2014 - February 2014
Bank of America December 2010 - January 2013
Bank of America April 2010 - November 2010
Bank of America March 2009 - April 2010
New York Life April 2006 - January 2009
PIP Printing September 2005 - December 2005
Norbeck Country Club May 2002 - September 2005
Skills
Loans, Banking, CSS, Credit, Finance, QA, HTML 5, Web Design, bootstrap, Portfolio Management, Web Development, CSS3, jQuery UI, jQuery, Risk Management, LESS, Mortgage Banking, Commercial Banking, Retail Banking, Insurance, Relationship Management, Credit Cards, Programming, Customer Service, HTML, Storyboards, Storyboarding, Quality Assurance
Education
Codecamp Charleston 2013 — 2014
Web Basics 101 & 102, PHP 101, Java, JavaScript, jQuery, Android Development
Trident Technical College 2013 — 2013
Internet Programming
Trident Technical College 2013 — 2013
Database Management
East Carolina University 2000 — 2005
Bachelor of Arts (B.A.), Psychology
Jack Russell Software Company September 2015 - Present
UniversalBusinessListing.org a service of UBL Interactive, Inc. March 2014 - September 2015
Bublish January 2014 - February 2014
Bank of America December 2010 - January 2013
Bank of America April 2010 - November 2010
Bank of America March 2009 - April 2010
New York Life April 2006 - January 2009
PIP Printing September 2005 - December 2005
Norbeck Country Club May 2002 - September 2005
Skills
Loans, Banking, CSS, Credit, Finance, QA, HTML 5, Web Design, bootstrap, Portfolio Management, Web Development, CSS3, jQuery UI, jQuery, Risk Management, LESS, Mortgage Banking, Commercial Banking, Retail Banking, Insurance, Relationship Management, Credit Cards, Programming, Customer Service, HTML, Storyboards, Storyboarding, Quality Assurance
Education
Codecamp Charleston 2013 — 2014
Web Basics 101 & 102, PHP 101, Java, JavaScript, jQuery, Android Development
Trident Technical College 2013 — 2013
Internet Programming
Trident Technical College 2013 — 2013
Database Management
East Carolina University 2000 — 2005
Bachelor of Arts (B.A.), Psychology
Stan Metheny's New York Life Experience January 1979 - May 2011
Job 1st VP at American Friends of Westminster Cathedarl
Industry Fund-Raising
Experience
WineOwners LTD March 2012 - Present
St. Mary of Victories March 2011 - Present
American Friends of Westminster Cathedral May 2000 - Present
New York Life January 1979 - May 2011
Skills
Retirement Planning, Investments, Estate Planning, Wealth Management, Fixed Annuities, Asset Managment, Asset Management, Insurance, Strategic Financial..., Financial Advisory, Mutual Funds, Retirement, Financial Services, Investment Advisory, Investment Strategies, Wealth, Asset Allocation, Life Insurance, Series 7, Series 63, Securities, Alternative Investments, Funding, IRAs, Investment Management, Equities, Financial Planners, Portfolio Management, 401k, Long Term Care Insurance, Bonds, Long-term Care, Disability Insurance, Employee Benefits, Financial Markets, Hedge Funds, Pensions, Relationship Management, Financial Risk, Financial Planning
Education
The American College 1982 — 1986
CLU, ChFC, Life Insurance
DePaul University
Master of Arts (MA), Theology/Theological Studies
Georgetown University
Saint Louis University
Ancient/Classical Greek Language and Literature
WineOwners LTD March 2012 - Present
St. Mary of Victories March 2011 - Present
American Friends of Westminster Cathedral May 2000 - Present
New York Life January 1979 - May 2011
Skills
Retirement Planning, Investments, Estate Planning, Wealth Management, Fixed Annuities, Asset Managment, Asset Management, Insurance, Strategic Financial..., Financial Advisory, Mutual Funds, Retirement, Financial Services, Investment Advisory, Investment Strategies, Wealth, Asset Allocation, Life Insurance, Series 7, Series 63, Securities, Alternative Investments, Funding, IRAs, Investment Management, Equities, Financial Planners, Portfolio Management, 401k, Long Term Care Insurance, Bonds, Long-term Care, Disability Insurance, Employee Benefits, Financial Markets, Hedge Funds, Pensions, Relationship Management, Financial Risk, Financial Planning
Education
The American College 1982 — 1986
CLU, ChFC, Life Insurance
DePaul University
Master of Arts (MA), Theology/Theological Studies
Georgetown University
Saint Louis University
Ancient/Classical Greek Language and Literature
Carolyn Woody's New York Life Experience January 2009 - January 2010
Job Investment Advisor at Woodbury Financial Services, Inc
Industry Financial Services
Experience
Woodbury Financial Services, Inc August 2010 - Present
New York Life January 2009 - January 2010
Merrill Lynch 2007 - 2008
AXA Financial April 2003 - December 2007
KPMG Consulting 1998 - 2002
WordPerfect Corp 1991 - 1994
ComputerLand 1986 - 1989
Skills
Finance, Leadership, Retirement Planning, Sales, Wealth Management, Strategic Planning, Investments, Strategic Financial..., Mutual Funds, Customer Service, Series 7, Program Management, Management
Education
Columbus State University 1987 — 1989
MBA, Finance/Computer Information Mangement
Roxborough High School
Woodbury Financial Services, Inc August 2010 - Present
New York Life January 2009 - January 2010
Merrill Lynch 2007 - 2008
AXA Financial April 2003 - December 2007
KPMG Consulting 1998 - 2002
WordPerfect Corp 1991 - 1994
ComputerLand 1986 - 1989
Skills
Finance, Leadership, Retirement Planning, Sales, Wealth Management, Strategic Planning, Investments, Strategic Financial..., Mutual Funds, Customer Service, Series 7, Program Management, Management
Education
Columbus State University 1987 — 1989
MBA, Finance/Computer Information Mangement
Roxborough High School
Gregg Cicogna's New York Life Experience
Job Director IT Inventory Mgt. at New York Life
Industry Financial Services
Experience
New York Life
Skills
Insurance, Risk Management, SDLC, Financial Services, Investments, Strategic Financial..., Business Analysis, Portfolio Management, Analysis, Program Management, Process Improvement, IT Strategy, Vendor Management, Requirements Analysis, Disaster Recovery, IT Management, Enterprise Architecture
Education
Dowling College 1986 — 1989
New York Life
Skills
Insurance, Risk Management, SDLC, Financial Services, Investments, Strategic Financial..., Business Analysis, Portfolio Management, Analysis, Program Management, Process Improvement, IT Strategy, Vendor Management, Requirements Analysis, Disaster Recovery, IT Management, Enterprise Architecture
Education
Dowling College 1986 — 1989
Marc Boucher's New York Life Experience April 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life April 2007 - Present
Education
Daniel Webster College 1985 — 1989
BS, Business Science
New York Life April 2007 - Present
Education
Daniel Webster College 1985 — 1989
BS, Business Science
Divyata Khanna's New York Life Experience 2007 - 2008
Job Student at Cornell University S.C. Johnson Graduate School of Management
Industry Financial Services
Experience
New York Life 2007 - 2008
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
New York Life 2007 - 2008
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
Arlene R. Atkin's New York Life Experience May 2007 - February 2015
Job Corporate Vice President, QA Process Improvement & Test Management at NY Life
Industry Information Technology and Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life May 2007 - February 2015
Alcatel-Lucent/Bell Labs March 2006 - March 2007
Telcordia Technologies January 1997 - February 2006
Bell Communications Research (Bellcore) January 1984 - December 1996
Bell Laboratories March 1981 - December 1983
Skills
SDLC, Agile Methodologies, Requirements Analysis, Software Quality..., Scrum, Test Management, Test Strategy, CSTP-M, Managing Offshore Teams, CMMI, Unix, Risk Assessment, JIRA, MS Project, SharePoint
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Computer Science
City University of New York-Queens College
BA, Computer Science
IIST
CTM - Certified Test Manager
IIST
CSTP - Masters Level Certification
New York Life Insurance Company March 2015 - Present
New York Life May 2007 - February 2015
Alcatel-Lucent/Bell Labs March 2006 - March 2007
Telcordia Technologies January 1997 - February 2006
Bell Communications Research (Bellcore) January 1984 - December 1996
Bell Laboratories March 1981 - December 1983
Skills
SDLC, Agile Methodologies, Requirements Analysis, Software Quality..., Scrum, Test Management, Test Strategy, CSTP-M, Managing Offshore Teams, CMMI, Unix, Risk Assessment, JIRA, MS Project, SharePoint
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Computer Science
City University of New York-Queens College
BA, Computer Science
IIST
CTM - Certified Test Manager
IIST
CSTP - Masters Level Certification
Pamela Brill, CFA's New York Life Experience June 1997 - May 2000
Job Vice President, Structured Products at AIG Asset Management
Industry Investment Management
Experience
AIG Asset Management 2009 - Present
Allstate Investments September 2006 - March 2009
AIG Global Investment Group May 2000 - September 2006
New York Life June 1997 - May 2000
RBS Greenwich Capital October 1988 - June 1997
Bear Stearns October 1986 - October 1988
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Columbia University in the City of New York 1978 — 1982
AIG Asset Management 2009 - Present
Allstate Investments September 2006 - March 2009
AIG Global Investment Group May 2000 - September 2006
New York Life June 1997 - May 2000
RBS Greenwich Capital October 1988 - June 1997
Bear Stearns October 1986 - October 1988
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Columbia University in the City of New York 1978 — 1982
Cathy McGee's New York Life Experience February 2009 - Present
Job Professional, Financial Services
Industry Investment Management
Experience
New York Life February 2009 - Present
American Family Life Assurance Corporation December 2007 - Present
Education
University of Redlands 2005 — 2007
Northwestern University 1992 — 1995
BS
Columbia College Chicago 1983 — 1985
New York Life February 2009 - Present
American Family Life Assurance Corporation December 2007 - Present
Education
University of Redlands 2005 — 2007
Northwestern University 1992 — 1995
BS
Columbia College Chicago 1983 — 1985
Bruce Freedman, CPCU, ARM's New York Life Experience May 2001 - February 2002
Job Senior Business Analyst at AIG
Industry Insurance
Experience
AIG October 2014 - Present
AIG March 2014 - October 2014
Tower Group Companies February 2013 - March 2014
Selective Insurance April 2011 - August 2013
Selective Insurance April 2010 - April 2011
XL Insurance September 2006 - April 2010
JAT Consulting May 2005 - August 2006
ACE USA July 2004 - April 2005
ACE USA June 2002 - July 2004
New York Life May 2001 - February 2002
Skills
SQL Server, TOAD, SharePoint, Insurance, Property & Casualty..., Underwriting, Liability, Claim, Risk Management, Brokers, Commercial Insurance, Casualty, Commercial Lines, Reinsurance, Legal Liability, CPCU, General Insurance, Claims Management
Education
Drexel University - LeBow College of Business 1996 — 2001
BA, Finance, Economics & International Business
AIG October 2014 - Present
AIG March 2014 - October 2014
Tower Group Companies February 2013 - March 2014
Selective Insurance April 2011 - August 2013
Selective Insurance April 2010 - April 2011
XL Insurance September 2006 - April 2010
JAT Consulting May 2005 - August 2006
ACE USA July 2004 - April 2005
ACE USA June 2002 - July 2004
New York Life May 2001 - February 2002
Skills
SQL Server, TOAD, SharePoint, Insurance, Property & Casualty..., Underwriting, Liability, Claim, Risk Management, Brokers, Commercial Insurance, Casualty, Commercial Lines, Reinsurance, Legal Liability, CPCU, General Insurance, Claims Management
Education
Drexel University - LeBow College of Business 1996 — 2001
BA, Finance, Economics & International Business
Phil Giltman's New York Life Experience May 2005 - June 2006
Job Sr. Technical Support Engineer at Citrix
Industry Information Technology and Services
Experience
Citrix October 2013 - Present
Safe Systems February 2012 - October 2013
City of Alpharetta July 2007 - February 2012
MATRIX Resources July 2006 - June 2007
New York Life May 2005 - June 2006
Skills
Project Management, Networking, Coaching, Windows, Leadership, Customer Service, Virtualization, Interviews, Sales, Microsoft Office, Cloud Computing, Team Leadership, Management, Active Directory, Troubleshooting, VMware, Team Building, Budgets, Analysis, SQL, System Administration
Education
Emory University 1997 — 2001
BA, Philosophy
Dunwoody High School 1994 — 1997
Citrix October 2013 - Present
Safe Systems February 2012 - October 2013
City of Alpharetta July 2007 - February 2012
MATRIX Resources July 2006 - June 2007
New York Life May 2005 - June 2006
Skills
Project Management, Networking, Coaching, Windows, Leadership, Customer Service, Virtualization, Interviews, Sales, Microsoft Office, Cloud Computing, Team Leadership, Management, Active Directory, Troubleshooting, VMware, Team Building, Budgets, Analysis, SQL, System Administration
Education
Emory University 1997 — 2001
BA, Philosophy
Dunwoody High School 1994 — 1997
Chip Pecora's New York Life Experience December 2006 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life December 2006 - Present
KIS / Digital Portal, Inc. 2004 - 2006
Qualex January 1993 - December 2000
Qualex, Inc. OSP 1998 - 2000
Qualex, Inc., a Kodak company 1993 - 2000
Digix Imaging/Kodak 1993 - 1994
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
College of the Holy Cross 1970 — 1974
B.A., English
New York Life December 2006 - Present
KIS / Digital Portal, Inc. 2004 - 2006
Qualex January 1993 - December 2000
Qualex, Inc. OSP 1998 - 2000
Qualex, Inc., a Kodak company 1993 - 2000
Digix Imaging/Kodak 1993 - 1994
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
College of the Holy Cross 1970 — 1974
B.A., English
Diane Cotton's New York Life Experience International Budget ManagerTime Warner Inc.July 1983 - August 1988
Job Sales Management at New York Life
Industry Financial Services
Experience
New York Life International Budget ManagerTime Warner Inc.July 1983 - August 1988
Education
Cornell University 1975 — 1979
New York Life International Budget ManagerTime Warner Inc.July 1983 - August 1988
Education
Cornell University 1975 — 1979
Charles Pire's New York Life Experience July 2002 - Present
Job Director of Operations at New York Life
Industry Financial Services
Experience
New York Life July 2002 - Present
United Airlines June 2000 - July 2002
Lands' End September 1998 - June 2000
Betac August 1997 - September 1998
US Air Force August 1994 - August 1997
USAF January 1980 - August 1994
Education
Embry-Riddle Aeronautical University 1994 — 1997
Master of Science, Operations and Management
University of Wisconsin-La Crosse 1971 — 1978
University of Wisconsin-La Crosse 1971 — 1977
BS, Biology
New York Life July 2002 - Present
United Airlines June 2000 - July 2002
Lands' End September 1998 - June 2000
Betac August 1997 - September 1998
US Air Force August 1994 - August 1997
USAF January 1980 - August 1994
Education
Embry-Riddle Aeronautical University 1994 — 1997
Master of Science, Operations and Management
University of Wisconsin-La Crosse 1971 — 1978
University of Wisconsin-La Crosse 1971 — 1977
BS, Biology
Michael Dubrow's New York Life Experience 2002 - June 2010
Job Vice President Office of Risk Management at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company July 2010 - March 2012
New York Life 2002 - June 2010
CRI Media Partners 2000 - 2002
Jacob Asset Management 1999 - 2000
Merrill Lynch 1996 - 1999
Federal Reserve Board 1992 - 1994
Skills
Risk Management, ALM, Enterprise Risk..., Market Risk, Investments, Fixed Income, Operational Risk, Economic Capital, Financial Risk, Insurance, Asset Managment, Derivatives
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1988 — 1992
BS, Economics and Finance
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company July 2010 - March 2012
New York Life 2002 - June 2010
CRI Media Partners 2000 - 2002
Jacob Asset Management 1999 - 2000
Merrill Lynch 1996 - 1999
Federal Reserve Board 1992 - 1994
Skills
Risk Management, ALM, Enterprise Risk..., Market Risk, Investments, Fixed Income, Operational Risk, Economic Capital, Financial Risk, Insurance, Asset Managment, Derivatives
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1988 — 1992
BS, Economics and Finance
Drew Levine's New York Life Experience March 2009 - October 2009
Job Attorney at The Morten Law Group, Founder/Chairman at Orange County Young Professionals Against Childhood Cancer
Industry Law Practice
Experience
Orange County Young Professionals Against Childhood Cancer June 2015 - Present
Drew Levine, a Professional Law Corporation September 2014 - Present
The Morten Law Group March 2015 - September 2015
Los Angeles District Attorney August 2012 - December 2012
New York Life March 2009 - October 2009
United Shipping Solutions July 2008 - October 2008
UC Berkeley September 2005 - December 2007
Skills
Leadership, Legal Writing, Legal Research, Public Speaking, Litigation, Research, Analysis, Trials, Advocacy, Corporate Law, Management, Mediation, Civil Litigation, Legal Assistance
Education
Cornell Law School 2010 — 2013
JD, Law
NYU Polytechnic 2009 — 2010
MSM, Management
University of California, Berkeley 2005 — 2007
B.A., Philosophy
Orange County Young Professionals Against Childhood Cancer June 2015 - Present
Drew Levine, a Professional Law Corporation September 2014 - Present
The Morten Law Group March 2015 - September 2015
Los Angeles District Attorney August 2012 - December 2012
New York Life March 2009 - October 2009
United Shipping Solutions July 2008 - October 2008
UC Berkeley September 2005 - December 2007
Skills
Leadership, Legal Writing, Legal Research, Public Speaking, Litigation, Research, Analysis, Trials, Advocacy, Corporate Law, Management, Mediation, Civil Litigation, Legal Assistance
Education
Cornell Law School 2010 — 2013
JD, Law
NYU Polytechnic 2009 — 2010
MSM, Management
University of California, Berkeley 2005 — 2007
B.A., Philosophy
Jesse Crispe's New York Life Experience June 2004 - Present
Job New York Life
Industry Financial Services
Experience
New York life June 2004 - Present
New York Life January 1995 - Present
StorageTek May 1993 - January 1995
Skills
Retirement, Disability Insurance, Life Insurance, Retirement Planning, Estate Planning, Fixed Annuities, Term Life Insurance
Education
Colorado State University 1988 — 1992
Bachelor of Applied Science (BASc), Business
New York life June 2004 - Present
New York Life January 1995 - Present
StorageTek May 1993 - January 1995
Skills
Retirement, Disability Insurance, Life Insurance, Retirement Planning, Estate Planning, Fixed Annuities, Term Life Insurance
Education
Colorado State University 1988 — 1992
Bachelor of Applied Science (BASc), Business
Pam Chong's New York Life Experience April 2001 - September 2007
Job Financial Specialist at National Financial Network
Industry Financial Services
Experience
National Financial Network October 2007 - Present
New York Life April 2001 - September 2007
Ashbrooke Associates November 2000 - March 2001
Education
Damelin 1978 — 1981
BA, Communications
National Financial Network October 2007 - Present
New York Life April 2001 - September 2007
Ashbrooke Associates November 2000 - March 2001
Education
Damelin 1978 — 1981
BA, Communications
Kevin R. Greatens, MED, LUTCF, CLTC's New York Life Experience February 2005 - Present
Job Financial Services Professional/Recruiter/Developer at The New York Life
Industry Financial Services
Experience
New York Life February 2005 - Present
New York Life Insurance Company February 2005 - Present
Education
Concordia University, Nebraska 1985 — 1990
MED, Educational Administration
Concordia University, Nebraska 1975 — 1978
BS, Elem. Ed., Phys. Ed, Music, & Theol.
Auburndale Jr. and Sr. High
New York Life February 2005 - Present
New York Life Insurance Company February 2005 - Present
Education
Concordia University, Nebraska 1985 — 1990
MED, Educational Administration
Concordia University, Nebraska 1975 — 1978
BS, Elem. Ed., Phys. Ed, Music, & Theol.
Auburndale Jr. and Sr. High
Anastasia McLetchie's New York Life Experience May 2008 - Present
Job Student at Columbia University in the City of New York
Industry Insurance
Experience
New York Life May 2008 - Present
Fletcher & Parry, LLC June 2007 - November 2007
Avalon Publishing Group June 2007 - August 2007
New York Life June 2006 - December 2006
Education
Columbia University in the City of New York 2005 — 2009
B.A., Creative Writing, English
New York Life May 2008 - Present
Fletcher & Parry, LLC June 2007 - November 2007
Avalon Publishing Group June 2007 - August 2007
New York Life June 2006 - December 2006
Education
Columbia University in the City of New York 2005 — 2009
B.A., Creative Writing, English
Dominick W. Vassos's New York Life Experience July 1999 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life July 1999 - Present
New York Life Insurance Company July 1999 - Present
Skills
401k, Accounting, Alternative Investments, Disability Insurance, Estate Planning, Finance, Financial Services, Fixed Annuities, Fixed Income, IRAs, Insurance, Investments, Leadership, Life Insurance, Long Term Care Insurance, Long-term Care, Microsoft Excel, Mutual Funds, Public Speaking, Retirement, Retirement Planning, Sales, Small Business, Strategic Financial..., Team Building, Wealth Management, Financial Planners, Series 7, Term Life Insurance, Roth IRA, Whole Life, 401k Rollovers
Education
DePaul University 1988 — 1993
Bachelors, Marketing & Finance
New York Life July 1999 - Present
New York Life Insurance Company July 1999 - Present
Skills
401k, Accounting, Alternative Investments, Disability Insurance, Estate Planning, Finance, Financial Services, Fixed Annuities, Fixed Income, IRAs, Insurance, Investments, Leadership, Life Insurance, Long Term Care Insurance, Long-term Care, Microsoft Excel, Mutual Funds, Public Speaking, Retirement, Retirement Planning, Sales, Small Business, Strategic Financial..., Team Building, Wealth Management, Financial Planners, Series 7, Term Life Insurance, Roth IRA, Whole Life, 401k Rollovers
Education
DePaul University 1988 — 1993
Bachelors, Marketing & Finance
Katharine McKenna's New York Life Experience March 2009 - December 2011
Job Associate Director of Development
Industry Nonprofit Organization Management
Experience
National Leadership Roundtable on Church Management December 2011 - Present
New York Life March 2009 - December 2011
Seligman Advisors, Inc. October 2007 - January 2009
Housing Works September 2006 - September 2007
Skills
Fundraising, Event Planning, Community Outreach, Public Speaking, Program Development, Customer Service, Grant Writing, Non-profits, Sales, Social Media, Nonprofits, Research, Investments, Social Media...
Education
Denison University 2000 — 2004
Bachelor of Arts (B.A.), Theatre
National Leadership Roundtable on Church Management December 2011 - Present
New York Life March 2009 - December 2011
Seligman Advisors, Inc. October 2007 - January 2009
Housing Works September 2006 - September 2007
Skills
Fundraising, Event Planning, Community Outreach, Public Speaking, Program Development, Customer Service, Grant Writing, Non-profits, Sales, Social Media, Nonprofits, Research, Investments, Social Media...
Education
Denison University 2000 — 2004
Bachelor of Arts (B.A.), Theatre
Ted Boschen's New York Life Experience Humanitarian Affairs OfficerUnited Nations Secretariat1998 - 2000
Job Financial Services Representative at New York Life
Industry Financial Services
Experience
New York Life Humanitarian Affairs OfficerUnited Nations Secretariat1998 - 2000
Credit Suisse First Boston 1991 - 1995
Education
Columbia University - School of International and Public Affairs
M.I.A., International Business, Economic/Political Analysis
New York Life Humanitarian Affairs OfficerUnited Nations Secretariat1998 - 2000
Credit Suisse First Boston 1991 - 1995
Education
Columbia University - School of International and Public Affairs
M.I.A., International Business, Economic/Political Analysis
Shawn Henry's New York Life Experience January 1998 - February 2003
Job Experienced Real Estate Finance Professional
Industry Real Estate
Experience
n/a - currently unemployed July 2013 - 2014
Capmark February 2003 - June 2013
New York Life January 1998 - February 2003
ProLogis June 1994 - December 1997
Skills
Capital Markets, Asset Management, Mergers & Acquisitions, Real Estate Economics, Syndications, Valuation, Due Diligence, Portfolio Management, Investments, Financial Modeling, Underwriting, Disposition, Loans, Real Estate Financing, Private Equity, Banking, CMBS, Asset Managment, Structured Finance, Real Estate Development, Investment Banking, Credit, Financial Structuring, Financial Analysis, Real Estate, Securitization, Commercial Lending, Corporate Real Estate, Investment Properties, Real Estate Transactions, Credit Analysis, Mortgage Banking, Alternative Investments, Commercial Real Estate, Acquisitions, Commercial Mortgages, Loan Origination, Commercial Banking
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Real Estate, Finance, Accounting
Liverpool John Moores University 1993 — 1994
Msc, International Economics
Colorado State University 1988 — 1993
BA, Economics, Political Science
The London School of Economics and Political Science (LSE) 1990 — 1991
Economics
n/a - currently unemployed July 2013 - 2014
Capmark February 2003 - June 2013
New York Life January 1998 - February 2003
ProLogis June 1994 - December 1997
Skills
Capital Markets, Asset Management, Mergers & Acquisitions, Real Estate Economics, Syndications, Valuation, Due Diligence, Portfolio Management, Investments, Financial Modeling, Underwriting, Disposition, Loans, Real Estate Financing, Private Equity, Banking, CMBS, Asset Managment, Structured Finance, Real Estate Development, Investment Banking, Credit, Financial Structuring, Financial Analysis, Real Estate, Securitization, Commercial Lending, Corporate Real Estate, Investment Properties, Real Estate Transactions, Credit Analysis, Mortgage Banking, Alternative Investments, Commercial Real Estate, Acquisitions, Commercial Mortgages, Loan Origination, Commercial Banking
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Real Estate, Finance, Accounting
Liverpool John Moores University 1993 — 1994
Msc, International Economics
Colorado State University 1988 — 1993
BA, Economics, Political Science
The London School of Economics and Political Science (LSE) 1990 — 1991
Economics
Howard Caufield's New York Life Experience Corporate Vice PresidentNew York Life Insurance CompanyApril 1972 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Corporate Vice PresidentNew York Life Insurance CompanyApril 1972 - Present
Education
DeSales University 1967 — 1971
B.A., History
New York Life Corporate Vice PresidentNew York Life Insurance CompanyApril 1972 - Present
Education
DeSales University 1967 — 1971
B.A., History
Tim Partin's New York Life Experience March 2001 - Present
Job Director of Operations at New York Life
Industry Insurance
Experience
New York Life March 2001 - Present
Healthcare Recoveries April 1997 - March 2001
Healthcare Recoveries June 1995 - April 1997
Skills
Claim, Leadership, Health Insurance, Insurance, Team Building, Sales, Customer Service, Fixed Annuities, Retirement Planning, Property & Casualty..., Life Insurance
Education
Eastern Kentucky University 1990 — 1994
BBA, Insurance
New York Life March 2001 - Present
Healthcare Recoveries April 1997 - March 2001
Healthcare Recoveries June 1995 - April 1997
Skills
Claim, Leadership, Health Insurance, Insurance, Team Building, Sales, Customer Service, Fixed Annuities, Retirement Planning, Property & Casualty..., Life Insurance
Education
Eastern Kentucky University 1990 — 1994
BBA, Insurance
Randy Derstein's New York Life Experience December 2007 - Present
Job Financial Services Professional with New York Life
Industry Insurance
Experience
New York Life December 2007 - Present
State Farm Insurance January 2005 - December 2007
Qwest Communications May 2000 - July 2004
Primerica January 1997 - December 2000
Hunter Douglas February 1995 - May 2000
Engineered Data Products August 1990 - February 1995
Education
Metropolitan State University of Denver 2000 — 2004
Colorado Technical University 2000 — 2002
Business, Business Management
Metropolitan State University of Denver 2000 — 2002
Bland 1986 — 1990
Broomfield High School 1986 — 1989
General, General
New York Life December 2007 - Present
State Farm Insurance January 2005 - December 2007
Qwest Communications May 2000 - July 2004
Primerica January 1997 - December 2000
Hunter Douglas February 1995 - May 2000
Engineered Data Products August 1990 - February 1995
Education
Metropolitan State University of Denver 2000 — 2004
Colorado Technical University 2000 — 2002
Business, Business Management
Metropolitan State University of Denver 2000 — 2002
Bland 1986 — 1990
Broomfield High School 1986 — 1989
General, General
Jonathan Bridges's New York Life Experience May 2008 - March 2012
Job INDEPENDENT INSURANCE/ANNUITY BROKER
Industry Financial Services
Experience
MassMutual Financial Group April 2014 - February 2015
Devon Financial Partners June 2012 - April 2014
New York Life May 2008 - March 2012
Mass Mutual/ Whipple & Asssoc. September 1996 - April 2008
Skills
Retirement Planning, Fixed Annuities, Guaranteed Lifetime..., IRAs, College Savings Plans, Long-term Care, Wealth Accumulation, Retirement, Long Term Care Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Financial Planners, Whole Life, Series 6
Education
Drexel University 1970 — 1972
Valley Forge Military Academy & College 1967 — 1969
Associate of Arts (AA), Biology/Biological Sciences, General
MassMutual Financial Group April 2014 - February 2015
Devon Financial Partners June 2012 - April 2014
New York Life May 2008 - March 2012
Mass Mutual/ Whipple & Asssoc. September 1996 - April 2008
Skills
Retirement Planning, Fixed Annuities, Guaranteed Lifetime..., IRAs, College Savings Plans, Long-term Care, Wealth Accumulation, Retirement, Long Term Care Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Financial Planners, Whole Life, Series 6
Education
Drexel University 1970 — 1972
Valley Forge Military Academy & College 1967 — 1969
Associate of Arts (AA), Biology/Biological Sciences, General
William Swartzman's New York Life Experience January 2003 - February 2004
Job Owner at Swartzman Associates
Industry Real Estate
Experience
ReMax Pioneer February 2013 - Present
Elegant Autos International Inc. January 2012 - Present
Nor Cal Insurance January 2002 - Present
Swartzman Associates October 1990 - Present
Norman Martin Johnson January 2008 - November 2011
New York Life January 2003 - February 2004
MetLife Financial Services August 2000 - December 2002
Re/Max Skywood January 1996 - December 1998
Coldwell Banker 1993 - 1996
McGuire Real Estate 1984 - 1989
Skills
Green Building, Real Estate, Estate Planning, Sailing, Coaching, Strategic Planning, Energy Efficiency
Education
Cornell University 1973 — 1977
BA, Economics/Psychology
ReMax Pioneer February 2013 - Present
Elegant Autos International Inc. January 2012 - Present
Nor Cal Insurance January 2002 - Present
Swartzman Associates October 1990 - Present
Norman Martin Johnson January 2008 - November 2011
New York Life January 2003 - February 2004
MetLife Financial Services August 2000 - December 2002
Re/Max Skywood January 1996 - December 1998
Coldwell Banker 1993 - 1996
McGuire Real Estate 1984 - 1989
Skills
Green Building, Real Estate, Estate Planning, Sailing, Coaching, Strategic Planning, Energy Efficiency
Education
Cornell University 1973 — 1977
BA, Economics/Psychology
Bradley Siegel's New York Life Experience May 2001 - January 2009
Job Training & Development Lead at Amalgamated Life Insurance
Industry Human Resources
Experience
Amalgamated Life Insurance May 2009 - Present
New York Life May 2001 - January 2009
Skills
Organizational Learning, Organizational Culture, Talent Management, Leadership Development, Organizational...
Education
Columbia University in the City of New York
MA
Roosevelt University
BS, Finance
Amalgamated Life Insurance May 2009 - Present
New York Life May 2001 - January 2009
Skills
Organizational Learning, Organizational Culture, Talent Management, Leadership Development, Organizational...
Education
Columbia University in the City of New York
MA
Roosevelt University
BS, Finance
Dawn Ritenour's New York Life Experience March 2004 - August 2006
Job Accounting
Industry Accounting
Experience
MarineMax, Inc January 2010 - Present
Imagesource Office Automation, Inc May 2008 - October 2009
Jim Dixon Consulting, CPA August 2006 - May 2008
New York Life March 2004 - August 2006
Aegon Equity Group January 1999 - October 2003
Skills
Accounting, Accounts Payable, Account Reconciliation, Bank Reconciliation, Invoicing, Journal Entries, QuickBooks, Auditing
Education
Edinboro University of Pennsylvania
Associate of Science (A.S.), Computer Technology/Business Administration/Accounting
MarineMax, Inc January 2010 - Present
Imagesource Office Automation, Inc May 2008 - October 2009
Jim Dixon Consulting, CPA August 2006 - May 2008
New York Life March 2004 - August 2006
Aegon Equity Group January 1999 - October 2003
Skills
Accounting, Accounts Payable, Account Reconciliation, Bank Reconciliation, Invoicing, Journal Entries, QuickBooks, Auditing
Education
Edinboro University of Pennsylvania
Associate of Science (A.S.), Computer Technology/Business Administration/Accounting
Scott Tagliareni's New York Life Experience May 2005 - Present
Job Wholesaler at New York Life
Industry Financial Services
Experience
New York Life May 2005 - Present
New York Life Insurance Company 2005 - 2013
New York Life Insurance Company 2005 - 2013
Travelers May 2004 - May 2005
Smith Barney April 2000 - May 2005
Skills
Wholesaling, Mutual Funds, Annuities, Fixed Annuities, Life Insurance, Series 7, Series 65, Series 63, Team Leadership, Cross Selling, Multi-channel Marketing, Retirement Planning, Finance, Financial Planning, Insurance, Investments, Retirement
Education
Duquesne University 1995 — 1999
Bachelor of Science (BS), Investments and Securities, Finance, Marketing
Pickerington 1993 — 1995
New York Life May 2005 - Present
New York Life Insurance Company 2005 - 2013
New York Life Insurance Company 2005 - 2013
Travelers May 2004 - May 2005
Smith Barney April 2000 - May 2005
Skills
Wholesaling, Mutual Funds, Annuities, Fixed Annuities, Life Insurance, Series 7, Series 65, Series 63, Team Leadership, Cross Selling, Multi-channel Marketing, Retirement Planning, Finance, Financial Planning, Insurance, Investments, Retirement
Education
Duquesne University 1995 — 1999
Bachelor of Science (BS), Investments and Securities, Finance, Marketing
Pickerington 1993 — 1995
Joe McDaniel's New York Life Experience May 2006 - Present
Job Registered Representative at New York Life
Industry Financial Services
Experience
New York Life May 2006 - Present
Allstate Financial August 2001 - May 2006
Investment One FNB Omaha April 1998 - July 2001
Skills
Retirement Planning, Annuities, IRA's, Disability Insurance, Business Continuation..., Estate Planning, Asset Protection, Business Planning, IRAs
Education
Creighton University 1989 — 1991
Master of Business Administration (MBA), Accounting and Economics
Creighton University 1989 — 1990
MBA, Accounting and Economics
New York Life May 2006 - Present
Allstate Financial August 2001 - May 2006
Investment One FNB Omaha April 1998 - July 2001
Skills
Retirement Planning, Annuities, IRA's, Disability Insurance, Business Continuation..., Estate Planning, Asset Protection, Business Planning, IRAs
Education
Creighton University 1989 — 1991
Master of Business Administration (MBA), Accounting and Economics
Creighton University 1989 — 1990
MBA, Accounting and Economics
Cleo Scott-Wiggins's New York Life Experience April 2001 - December 2010
Job Accounting Coordinator at ManpowerGroup
Industry Financial Services
Experience
ManpowerGroup March 2011 - Present
Dana Holding Corporation 2011 - Present
New York Life Insurance Company November 2008 - December 2010
New York Life Insurance Co. April 2001 - December 2010
New York Life April 2001 - December 2010
Louise Obici August 1992 - June 2000
Kelly Services June 1999 - April 2000
Skills
Management, Insurance, Employee Benefits, File Management, Finance, Customer Service, Recruiting, CRM, Human Resources, Networking, Program Management
Education
Columbia Southern University 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 3.5
Kaplan University 2007 — 2009
Bachelor in Science, Business Management
Paul D. Camp Community College 2000 — 2002
A.A.S, Marketing
Paul D. Camp Community College 1999 — 2002
Business Management, Business, Marketing
John Yeates High School 1986 — 1989
High School Diploma, General
ManpowerGroup March 2011 - Present
Dana Holding Corporation 2011 - Present
New York Life Insurance Company November 2008 - December 2010
New York Life Insurance Co. April 2001 - December 2010
New York Life April 2001 - December 2010
Louise Obici August 1992 - June 2000
Kelly Services June 1999 - April 2000
Skills
Management, Insurance, Employee Benefits, File Management, Finance, Customer Service, Recruiting, CRM, Human Resources, Networking, Program Management
Education
Columbia Southern University 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 3.5
Kaplan University 2007 — 2009
Bachelor in Science, Business Management
Paul D. Camp Community College 2000 — 2002
A.A.S, Marketing
Paul D. Camp Community College 1999 — 2002
Business Management, Business, Marketing
John Yeates High School 1986 — 1989
High School Diploma, General
Beverly Roberts's New York Life Experience March 2011 - July 2012
Job Assistant Director/ Senior Technical Project Manager at American International Group
Industry Information Technology and Services
Experience
American International Group July 2012 - Present
New York Life March 2011 - July 2012
Credit Suisse February 2010 - December 2011
JetBlue Airways September 2008 - January 2009
McDowall Burnett Duncan & Roberts 1999 - 2009
Skills
Program Management, PMP, Project Portfolio..., Vendor Management, Compliance, Content Management &..., Offshore IT resource..., Infrastructure Buildout, Agile Methodologies, PMI Methodology, QA and UAT Management, IT Security, Relationship Management..., SDLC, CRM, Requirements Analysis, Enterprise Architecture, Software Development, Integration, Software Project..., ITIL, Project Management, Business Process..., PMO, Requirements Gathering, Project Delivery, Governance, Information Security, Visio, Business Analysis, IT Strategy, IT Management, Management, Leadership, Quality Assurance, Business Intelligence, Process Improvement, Team Leadership
Education
Cornell University
American International Group July 2012 - Present
New York Life March 2011 - July 2012
Credit Suisse February 2010 - December 2011
JetBlue Airways September 2008 - January 2009
McDowall Burnett Duncan & Roberts 1999 - 2009
Skills
Program Management, PMP, Project Portfolio..., Vendor Management, Compliance, Content Management &..., Offshore IT resource..., Infrastructure Buildout, Agile Methodologies, PMI Methodology, QA and UAT Management, IT Security, Relationship Management..., SDLC, CRM, Requirements Analysis, Enterprise Architecture, Software Development, Integration, Software Project..., ITIL, Project Management, Business Process..., PMO, Requirements Gathering, Project Delivery, Governance, Information Security, Visio, Business Analysis, IT Strategy, IT Management, Management, Leadership, Quality Assurance, Business Intelligence, Process Improvement, Team Leadership
Education
Cornell University
Hugh Gardner's New York Life Experience Assistant ManagerSSP AmericaNovember 2014 - Present
Job Assistant Manager at SSP America
Industry Insurance
Experience
New York Life Assistant ManagerSSP AmericaNovember 2014 - Present
Education
Drexel University
New York Life Assistant ManagerSSP AmericaNovember 2014 - Present
Education
Drexel University
William Almanzar's New York Life Experience September 2000 - Present
Job CVP Information System at New York Life
Industry Insurance
Experience
New York Life September 2000 - Present
M Fabrikant & Sons July 1996 - September 2000
PSINet June 1995 - July 1996
Skills
SDLC, Requirements Analysis, Operating Systems, Enterprise Architecture, IT Management, Vendor Management, Business Analysis, Data Center, Disaster Recovery, Unix, SharePoint, IT Strategy, VMware
Education
State University of New York at New Paltz 1992 — 1995
Bachelors, Computer Science
CUNY Hostos Community College 1990 — 1992
Associate, Liberal Arts
New York Life September 2000 - Present
M Fabrikant & Sons July 1996 - September 2000
PSINet June 1995 - July 1996
Skills
SDLC, Requirements Analysis, Operating Systems, Enterprise Architecture, IT Management, Vendor Management, Business Analysis, Data Center, Disaster Recovery, Unix, SharePoint, IT Strategy, VMware
Education
State University of New York at New Paltz 1992 — 1995
Bachelors, Computer Science
CUNY Hostos Community College 1990 — 1992
Associate, Liberal Arts
Henry Siegel's New York Life Experience January 1993 - December 2013
Job Consulting Actuary
Industry Insurance
Experience
none December 2013 - Present
New York Life January 1993 - December 2013
American Academy of Actuaries 1984 - October 2011
Equitable Life July 1968 - January 1993
Equitable Life 1968 - 1993
Skills
Financial Accounting, International Accounting, Actuarial Science, International Project..., Public Speaking, Technical Writing, Report Writing, Speech Writing
Education
Cornell University 1964 — 1968
BA, Mathematics
none December 2013 - Present
New York Life January 1993 - December 2013
American Academy of Actuaries 1984 - October 2011
Equitable Life July 1968 - January 1993
Equitable Life 1968 - 1993
Skills
Financial Accounting, International Accounting, Actuarial Science, International Project..., Public Speaking, Technical Writing, Report Writing, Speech Writing
Education
Cornell University 1964 — 1968
BA, Mathematics
Enoch Wong's New York Life Experience 2003 - 2006
Job Merchandise Planner at Zappos Family of Companies
Industry Marketing and Advertising
Experience
Zappos Family of Companies April 2012 - Present
Zappos Family of Companies April 2011 - April 2012
MGM Grand May 2010 - April 2011
IMNexus February 2009 - September 2009
Applied Marketing Sciences 2006 - 2009
New York Life 2003 - 2006
Skills
Forecasting, Strategic Financial..., Analytics, Marketing Strategy, Financial Analysis, Budgets, Analysis, Financial Modeling, Strategic Planning, Data Analysis, Management, Team Building, Retail, Business Planning, Merchandising, Leadership, E-commerce
Education
Colorado State University
Master, Business Administration
Utah State University
Bachelor, Marketing
Zappos Family of Companies April 2012 - Present
Zappos Family of Companies April 2011 - April 2012
MGM Grand May 2010 - April 2011
IMNexus February 2009 - September 2009
Applied Marketing Sciences 2006 - 2009
New York Life 2003 - 2006
Skills
Forecasting, Strategic Financial..., Analytics, Marketing Strategy, Financial Analysis, Budgets, Analysis, Financial Modeling, Strategic Planning, Data Analysis, Management, Team Building, Retail, Business Planning, Merchandising, Leadership, E-commerce
Education
Colorado State University
Master, Business Administration
Utah State University
Bachelor, Marketing
Shane Van Dalen's New York Life Experience June 1996 - Present
Job Owner, New York Life, Lynden
Industry Financial Services
Experience
New York Life June 1996 - Present
New York Life Insurance Company 1996 - Present
US Bank June 1991 - June 1996
Education
Western Washington University 1988 — 1991
BA, Accounting
Edmonds Community College 1986 — 1988
New York Life June 1996 - Present
New York Life Insurance Company 1996 - Present
US Bank June 1991 - June 1996
Education
Western Washington University 1988 — 1991
BA, Accounting
Edmonds Community College 1986 — 1988
Brock Rakow's New York Life Experience October 2006 - Present
Job Dedicated Technician at New York Life
Industry Information Technology and Services
Experience
New York Life October 2006 - Present
New York Life Insurance Company 2006 - Present
Seigle's / Stock Building Supply February 2002 - September 2006
Dundee Towhship Park District - Bonnie Dundee Golf Course 1995 - 2001
Skills
Customer Service
Education
Eastern Illinois University 1997 — 2001
Bachelors, Business Management
New York Life October 2006 - Present
New York Life Insurance Company 2006 - Present
Seigle's / Stock Building Supply February 2002 - September 2006
Dundee Towhship Park District - Bonnie Dundee Golf Course 1995 - 2001
Skills
Customer Service
Education
Eastern Illinois University 1997 — 2001
Bachelors, Business Management
Veronica Hamilton's New York Life Experience December 1995 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life December 1995 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Insurance, Finance, Long Term Care Insurance, Disability Insurance, Estate Planning, Investments, IRAs, Wealth Accumulation, Buy-sell Agreements, 401k, Variable Annuities, Series 6, Series 63, Health Insurance, Pensions, 401k Rollovers, Guaranteed Lifetime...
Education
Drake University
Master of Business Administration (M.B.A.)
Drake University
Bachelor of Arts (B.A.), Journalism
New York Life December 1995 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Insurance, Finance, Long Term Care Insurance, Disability Insurance, Estate Planning, Investments, IRAs, Wealth Accumulation, Buy-sell Agreements, 401k, Variable Annuities, Series 6, Series 63, Health Insurance, Pensions, 401k Rollovers, Guaranteed Lifetime...
Education
Drake University
Master of Business Administration (M.B.A.)
Drake University
Bachelor of Arts (B.A.), Journalism
Dean Woodley's New York Life Experience July 1989 - December 1999
Job Investment Technology Professional in Transition
Industry Investment Management
Experience
In Transition Database Design and Development Investment Modeling System Integration Data Management Director - ITNew York Life Investment ManagementJanuary 2000 - January 2009
New York Life July 1989 - December 1999
Skills
SQL, SQL Server 2000-2008, Database Design, Securities, C++, Visual Studio, Bloomberg, C/C++ STL, MBS, Performance Measurement, T-SQL, MS Project, Fixed Income, Equities, Microsoft Office, Trading Systems, Visio, Application Development, Bonds, Market Data, Trading, Hedge Funds, Software Development, Microsoft SQL Server, Mutual Funds, Valuation, Derivatives
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Cornell University 1978 — 1982
BSEE, Electrical Engineering
In Transition Database Design and Development Investment Modeling System Integration Data Management Director - ITNew York Life Investment ManagementJanuary 2000 - January 2009
New York Life July 1989 - December 1999
Skills
SQL, SQL Server 2000-2008, Database Design, Securities, C++, Visual Studio, Bloomberg, C/C++ STL, MBS, Performance Measurement, T-SQL, MS Project, Fixed Income, Equities, Microsoft Office, Trading Systems, Visio, Application Development, Bonds, Market Data, Trading, Hedge Funds, Software Development, Microsoft SQL Server, Mutual Funds, Valuation, Derivatives
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Cornell University 1978 — 1982
BSEE, Electrical Engineering
Perry L. Bower's New York Life Experience April 2000 - May 2008
Job Financial Services Professional at Prudential Financial
Industry Financial Services
Experience
Prudential Financial December 2011 - Present
SCI Inc. December 2011 - December 2011
Colorado Christian University January 2009 - December 2010
Mass Mutual Financial Group May 2008 - January 2009
Allstate Financial May 2007 - May 2008
New York Life April 2000 - May 2008
Pacificare of Colorado July 1997 - April 2000
Skills
B2B, Budgets, Customer Service, Financial Analysis, Fundraising, Investments, Management, Microsoft Office, Nonprofits, Sales, Sales Management, Training
Education
Colorado Christian University 2009 — 2010
MBA, Business Administration
Colorado Christian University 1996 — 1997
BS, Business
Colorado Christian University 1981 — 1986
BS, Music, Biblical Studies, Org. Mgmt.
Prudential Financial December 2011 - Present
SCI Inc. December 2011 - December 2011
Colorado Christian University January 2009 - December 2010
Mass Mutual Financial Group May 2008 - January 2009
Allstate Financial May 2007 - May 2008
New York Life April 2000 - May 2008
Pacificare of Colorado July 1997 - April 2000
Skills
B2B, Budgets, Customer Service, Financial Analysis, Fundraising, Investments, Management, Microsoft Office, Nonprofits, Sales, Sales Management, Training
Education
Colorado Christian University 2009 — 2010
MBA, Business Administration
Colorado Christian University 1996 — 1997
BS, Business
Colorado Christian University 1981 — 1986
BS, Music, Biblical Studies, Org. Mgmt.
Eric Scanlan's New York Life Experience May 2005 - Present
Job Corporate Vice President at New York Life
Industry Insurance
Experience
New York Life May 2005 - Present
ING U.S. May 2003 - December 2005
Skills
Insurance, Life Insurance, Risk Management, Customer Service, Leadership, Management, Team Building, Process Improvement, Fixed Annuities, Investments, Term Life Insurance, Underwriting
Education
Illinois State University 1993 — 1995
B.S., Finance
College of DuPage
Associate of Science (A.S.)
New York Life May 2005 - Present
ING U.S. May 2003 - December 2005
Skills
Insurance, Life Insurance, Risk Management, Customer Service, Leadership, Management, Team Building, Process Improvement, Fixed Annuities, Investments, Term Life Insurance, Underwriting
Education
Illinois State University 1993 — 1995
B.S., Finance
College of DuPage
Associate of Science (A.S.)
Dorothy Furman-Glenn's New York Life Experience March 2015 - Present
Job Director at New York Life
Industry Information Technology and Services
Experience
New York Life March 2015 - Present
New York Life September 2013 - March 2015
New York Life Investment Management September 1995 - September 2013
Skills
Software Quality..., Software Design, Software Documentation, Business Analysis, Oracle SQL, Business Objects, Crystal Reports 2008, Instructor-led Training, VB.NET, Training Manuals
Education
College of Saint Elizabeth
MS Organizational Change Mgmt, BS/MS Management
New York Life March 2015 - Present
New York Life September 2013 - March 2015
New York Life Investment Management September 1995 - September 2013
Skills
Software Quality..., Software Design, Software Documentation, Business Analysis, Oracle SQL, Business Objects, Crystal Reports 2008, Instructor-led Training, VB.NET, Training Manuals
Education
College of Saint Elizabeth
MS Organizational Change Mgmt, BS/MS Management
Carl Marrow's New York Life Experience June 2009 - June 2010
Job ESM Business Process Analyst at BB&T (Contractor, NTier Solutions)
Industry Financial Services
Experience
BB&T March 2015 - Present
PepsiCo March 2014 - March 2015
Wells Fargo September 2012 - December 2013
Wells Fargo July 2010 - September 2012
New York Life June 2009 - June 2010
Skills
Credit, Loans, Retirement Planning, Mortgage Lending, Portfolio Management, Wealth Management, Financial Services, Banking, Investments, Credit Analysis, Consumer Lending, Strategic Financial..., Small Business Lending, Financial Analysis, Fixed Annuities, Retirement, Selling, Customer Satisfaction, Sales
Education
Liberty University 2011 — 2013
Master of Business Administration (MBA), Project Management
East Carolina University 2005 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
BB&T March 2015 - Present
PepsiCo March 2014 - March 2015
Wells Fargo September 2012 - December 2013
Wells Fargo July 2010 - September 2012
New York Life June 2009 - June 2010
Skills
Credit, Loans, Retirement Planning, Mortgage Lending, Portfolio Management, Wealth Management, Financial Services, Banking, Investments, Credit Analysis, Consumer Lending, Strategic Financial..., Small Business Lending, Financial Analysis, Fixed Annuities, Retirement, Selling, Customer Satisfaction, Sales
Education
Liberty University 2011 — 2013
Master of Business Administration (MBA), Project Management
East Carolina University 2005 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
Richard Coburn's New York Life Experience 1973 - 1992
Job Regional Sales Manager at Word & Brown
Industry Insurance
Experience
CAHU - California Association of Health Underwriters 2012 - Present
Word & Brown June 1999 - Present
Health Plan of the Redwoods 1994 - 1999
Foundation Health June 1992 - June 1994
New York Life 1973 - 1992
Skills
Disability Insurance, Employee Benefits, Health Savings Accounts, Insurance, Term Life Insurance, Brokers, Underwriting, Medicare, Group Insurance, Healthcare, Life Insurance, Sales Management, Sales, Long-term Care, Benefits Administration, Claim, Managed Care, Workers Compensation, COBRA, Property & Casualty..., Whole Life, Small Business, Cafeteria Plans, Fixed Annuities, Long Term Care Insurance, Universal Life, 401k, Commercial Insurance, Dentistry, Accident, Health Care Reform, Flexible Spending..., Critical Illness, Retirement, General Insurance, Self-funded, Retirement Planning, HMO
Education
University of San Francisco 1968 — 1970
Master's degree, History
University of California, Santa Barbara 1964 — 1966
BA, History
College of Marin 1962 — 1964
AA, History
CAHU - California Association of Health Underwriters 2012 - Present
Word & Brown June 1999 - Present
Health Plan of the Redwoods 1994 - 1999
Foundation Health June 1992 - June 1994
New York Life 1973 - 1992
Skills
Disability Insurance, Employee Benefits, Health Savings Accounts, Insurance, Term Life Insurance, Brokers, Underwriting, Medicare, Group Insurance, Healthcare, Life Insurance, Sales Management, Sales, Long-term Care, Benefits Administration, Claim, Managed Care, Workers Compensation, COBRA, Property & Casualty..., Whole Life, Small Business, Cafeteria Plans, Fixed Annuities, Long Term Care Insurance, Universal Life, 401k, Commercial Insurance, Dentistry, Accident, Health Care Reform, Flexible Spending..., Critical Illness, Retirement, General Insurance, Self-funded, Retirement Planning, HMO
Education
University of San Francisco 1968 — 1970
Master's degree, History
University of California, Santa Barbara 1964 — 1966
BA, History
College of Marin 1962 — 1964
AA, History
Joe Simmons, CFA's New York Life Experience April 2013 - Present
Job Director, Stable Value Sales at New York Life
Industry Financial Services
Experience
New York Life April 2013 - Present
New York Life Retirement Plan Services May 2006 - April 2013
Manning & Napier Advisors April 2003 - May 2006
Fidelity Investments 2001 - 2003
Fidelity Investments Institutional Services (FIIS) 1993 - 1997
Skills
Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Asset Management, Financial Services, Investments, Portfolio Management, Retirement, Retirement Planning, Series 6
Education
Northeastern University 1985 — 1990
Finance, Finance, General
Northeastern University - Graduate School of Business Administration
MBA
New York Life April 2013 - Present
New York Life Retirement Plan Services May 2006 - April 2013
Manning & Napier Advisors April 2003 - May 2006
Fidelity Investments 2001 - 2003
Fidelity Investments Institutional Services (FIIS) 1993 - 1997
Skills
Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Asset Management, Financial Services, Investments, Portfolio Management, Retirement, Retirement Planning, Series 6
Education
Northeastern University 1985 — 1990
Finance, Finance, General
Northeastern University - Graduate School of Business Administration
MBA
Marianne Gatchell's New York Life Experience March 2010 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life March 2010 - Present
New York Life Insurance Company February 2010 - Present
D B Hess Company January 1992 - August 2007
DB Hess 1992 - 2007
Hess Print Solutions 1994 - 2001
Education
Emerson College 1969 — 1973
BS, Communications
New York Life March 2010 - Present
New York Life Insurance Company February 2010 - Present
D B Hess Company January 1992 - August 2007
DB Hess 1992 - 2007
Hess Print Solutions 1994 - 2001
Education
Emerson College 1969 — 1973
BS, Communications
Thomas Sealey's New York Life Experience January 2014 - January 2015
Job Experienced professional pursuing Operations & Accounts Receivable opportunities
Industry Insurance
Experience
New York Life January 2014 - January 2015
Hanover Insurance Group March 2007 - June 2013
Staples Corporation October 2005 - March 2007
Staples Corporation April 2004 - October 2005
Staples Corporation April 2002 - April 2004
Moca Inc May 2000 - April 2002
Skills
Training, Accounts Receivable, Vendor Management, Process Improvement, Sales, Analysis, Accounting, Management, Insurance, Sales Operations, Team Management, Risk Management, Microsoft Excel, Budgets, Leadership, Team Building
Education
Nichols College 2002 — 2005
Masters, Business Administration
Emmanuel College 1998 — 2000
Bachelor's degree, Business Administration and Management, General
New York Life January 2014 - January 2015
Hanover Insurance Group March 2007 - June 2013
Staples Corporation October 2005 - March 2007
Staples Corporation April 2004 - October 2005
Staples Corporation April 2002 - April 2004
Moca Inc May 2000 - April 2002
Skills
Training, Accounts Receivable, Vendor Management, Process Improvement, Sales, Analysis, Accounting, Management, Insurance, Sales Operations, Team Management, Risk Management, Microsoft Excel, Budgets, Leadership, Team Building
Education
Nichols College 2002 — 2005
Masters, Business Administration
Emmanuel College 1998 — 2000
Bachelor's degree, Business Administration and Management, General
Drew Compton's New York Life Experience March 2003 - November 2003
Job Commercial Insurance Specialist at Quest Insurance Group
Industry Insurance
Experience
Quest Insurance Group December 2009 - Present
Quest Insurance Group December 2009 - Present
Cellular Sales of August 2008 - April 2009
Restaurant Business Ventures August 2007 - August 2008
Johnson Insurance, Inc December 2003 - August 2007
New York Life March 2003 - November 2003
Education
Emory and Henry College
BA, Communications/Marketing
Quest Insurance Group December 2009 - Present
Quest Insurance Group December 2009 - Present
Cellular Sales of August 2008 - April 2009
Restaurant Business Ventures August 2007 - August 2008
Johnson Insurance, Inc December 2003 - August 2007
New York Life March 2003 - November 2003
Education
Emory and Henry College
BA, Communications/Marketing
Sylvester Muller's New York Life Experience 2001 - 2010
Job President of the Tampa Bay Spearfishing Club
Industry Insurance
Experience
Penn Mutual 2012 - April 2013
The Guardian Life Insurance Company of America 2009 - 2011
New York Life 2001 - 2010
Skills
LUTCF, Financial Advisory
Education
Eastern Illinois University 1991 — 1996
Bachelor of Science (BS), Environmental Biology
Penn Mutual 2012 - April 2013
The Guardian Life Insurance Company of America 2009 - 2011
New York Life 2001 - 2010
Skills
LUTCF, Financial Advisory
Education
Eastern Illinois University 1991 — 1996
Bachelor of Science (BS), Environmental Biology
Chandra Anand's New York Life Experience October 1986 - June 1995
Job Manager
Industry Consumer Services
Experience
Self-employed April 2008 - Present
New York Life October 1986 - June 1995
Education
Delhi University 1969 — 1972
Bachelor of Science (BS), Physics, Chemistry and Mathematics
Self-employed April 2008 - Present
New York Life October 1986 - June 1995
Education
Delhi University 1969 — 1972
Bachelor of Science (BS), Physics, Chemistry and Mathematics