New York Life
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Headquarters: New York City, New York, United States Number of employees: 11,320 employees (2017); 12,000 agents CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Salaries. You can even request information on how much does New York Life pay if you want to. Learn about salaries, pros and cons of working for New York Life directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,818 New York Life employees in database. Find out everything there's to know about New York Life employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Employees
Employee
Years
Job
Industry
Christopher G. Bovine Christopher G. Bovine's New York Life Experience March 2002 - March 2003
Job Senior Copywriter
Industry Writing and Editing
Experience
Freelance/Contract Copywriter May 2005 - Present
McGraw Hill Financial January 2015 - August 2015
MetLife June 2008 - October 2008
Independent Financial, a Sun Life Financial Company August 2006 - January 2008
Citibank May 2005 - March 2006
AXA Equitable/The MONY Group March 2003 - May 2005
New York Life March 2002 - March 2003
AXA Financial January 2001 - October 2001
Dreyfus Corporation June 2000 - January 2001
MetLife June 1998 - June 2000
Skills
Copywriting, Web Content, Direct Mail, Marketing Communications, Training, Advertising, Direct Marketing, Editing, Content Strategy, Newsletters, Marketing
Education
Fordham University
B.A.
Iona Preparatory
Freelance/Contract Copywriter May 2005 - Present
McGraw Hill Financial January 2015 - August 2015
MetLife June 2008 - October 2008
Independent Financial, a Sun Life Financial Company August 2006 - January 2008
Citibank May 2005 - March 2006
AXA Equitable/The MONY Group March 2003 - May 2005
New York Life March 2002 - March 2003
AXA Financial January 2001 - October 2001
Dreyfus Corporation June 2000 - January 2001
MetLife June 1998 - June 2000
Skills
Copywriting, Web Content, Direct Mail, Marketing Communications, Training, Advertising, Direct Marketing, Editing, Content Strategy, Newsletters, Marketing
Education
Fordham University
B.A.
Iona Preparatory
Gregg W Parrish Gregg W Parrish's New York Life Experience 2005 - 2006
Job IT Program Manager | Experienced Executive | Ask me how I took a Co from $2M failing to $10M fantastic in just 6 mo!
Industry Information Technology and Services
Experience
Alcon, a Novartis company February 2015 - Present
IT-KCS January 2015 - Present
Centurion Group August 2006 - Present
Kobi Electric Inc September 2013 - August 2014
Kobi Group (Kobi International, Kobi Electric, S.B. Development, Total Care Clinics) October 2012 - August 2014
Kobi Group (Kobi International, Kobi Electric, S.B. Development, Total Care Clinics) January 2010 - September 2012
Kobi Group (Kobi International) September 2009 - January 2010
Crossgate Church October 2008 - May 2009
Protech Solutions December 2006 - October 2008
New York Life 2005 - 2006
Skills
Team Building, Business Strategy, Project Management, Process Improvement, Change Management, Information Systems, Business Analysis, Corporate Governance, Financial Analysis, Strategy, Management, Business Process, Analysis, Team Leadership, Requirements Analysis, Quality Assurance, Project Planning, Six Sigma, Business Development, Leadership, Testing, Risk Management, Budgets, Start-ups, Program Management, SDLC, Consulting, Strategic Planning, Public Speaking, Enterprise Software, Agile Methodologies, Integration, Software Project..., Leadership Development, Software Development, PMP, Information Technology, Business Intelligence, Training, Scrum, ERP, Nonprofits
Education
Southwestern 2009 — 2014
Master of Arts (M.A.), Steward Leadership, 4.0/4.0
John Brown University 2004 — 2006
Bachelor’s Degree, Business Information Systems
Henderson State University 2001 — 2004
None, Computer Science; Business
Alcon, a Novartis company February 2015 - Present
IT-KCS January 2015 - Present
Centurion Group August 2006 - Present
Kobi Electric Inc September 2013 - August 2014
Kobi Group (Kobi International, Kobi Electric, S.B. Development, Total Care Clinics) October 2012 - August 2014
Kobi Group (Kobi International, Kobi Electric, S.B. Development, Total Care Clinics) January 2010 - September 2012
Kobi Group (Kobi International) September 2009 - January 2010
Crossgate Church October 2008 - May 2009
Protech Solutions December 2006 - October 2008
New York Life 2005 - 2006
Skills
Team Building, Business Strategy, Project Management, Process Improvement, Change Management, Information Systems, Business Analysis, Corporate Governance, Financial Analysis, Strategy, Management, Business Process, Analysis, Team Leadership, Requirements Analysis, Quality Assurance, Project Planning, Six Sigma, Business Development, Leadership, Testing, Risk Management, Budgets, Start-ups, Program Management, SDLC, Consulting, Strategic Planning, Public Speaking, Enterprise Software, Agile Methodologies, Integration, Software Project..., Leadership Development, Software Development, PMP, Information Technology, Business Intelligence, Training, Scrum, ERP, Nonprofits
Education
Southwestern 2009 — 2014
Master of Arts (M.A.), Steward Leadership, 4.0/4.0
John Brown University 2004 — 2006
Bachelor’s Degree, Business Information Systems
Henderson State University 2001 — 2004
None, Computer Science; Business
Patricia Brazzle Patricia Brazzle's New York Life Experience November 1990 - January 2002
Job Financial Services/Business Specialist at State Farm Agent
Industry Insurance
Experience
State Farm Agent 2002 - Present
New York Life November 1990 - January 2002
Education
George Mason University
State Farm Agent 2002 - Present
New York Life November 1990 - January 2002
Education
George Mason University
Carolyn Buntic Carolyn Buntic's New York Life Experience 1998 - 1999
Job Vice President Financial Consultant at Charles Schwab & Co. Inc. Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab & Co. Inc. - Charles Schwab Bank 2013 - Present
Artio Global Investors 2006 - 2012
Pershing LLC 2001 - 2006
JP Morgan, Chase Vista, Bisys 1999 - 2001
New York Life 1998 - 1999
Skills
RIA, Salesforce.com, Pivotal CRM, Series 7, Asset Managment, Mutual Funds, Series 63, Investments, Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Equities, Investment Advisory, Hedge Funds, Fixed Income, Securities, Financial Services, ETFs, Strategic Financial..., Investment Management, Relationship Management, Financial Advisory, Business Relationship..., Product Management, Project Management, Sales, CRM, Key Account Management, Asset Management, FINRA, Finance, Morningstar, Separately Managed..., Valuation
Education
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA, Finance and Marketing, 3.9/4.0 GPA
State University of New York College at Geneseo 1992 — 1996
BS, Business Management
Charles Schwab & Co. Inc. - Charles Schwab Bank 2013 - Present
Artio Global Investors 2006 - 2012
Pershing LLC 2001 - 2006
JP Morgan, Chase Vista, Bisys 1999 - 2001
New York Life 1998 - 1999
Skills
RIA, Salesforce.com, Pivotal CRM, Series 7, Asset Managment, Mutual Funds, Series 63, Investments, Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Equities, Investment Advisory, Hedge Funds, Fixed Income, Securities, Financial Services, ETFs, Strategic Financial..., Investment Management, Relationship Management, Financial Advisory, Business Relationship..., Product Management, Project Management, Sales, CRM, Key Account Management, Asset Management, FINRA, Finance, Morningstar, Separately Managed..., Valuation
Education
Fordham University - Graduate School of Business Administration 1998 — 2002
MBA, Finance and Marketing, 3.9/4.0 GPA
State University of New York College at Geneseo 1992 — 1996
BS, Business Management
Kim Lacon's New York Life Experience February 2007 - 2008
Job Academic Professional District of Columbia Public Schools (DCPS)
Industry Education Management
Experience
District of Columbia Public Schools (DCPS) 2010 - Present
JCPenney Corporation 2008 - 2014
Jacob Dean 2009 - 2010
New York Life February 2007 - 2008
Hunter Rice CPA 2005 - 2007
Education
District of Columbia Public School
Principles of Management 2013
District of Columbia Public School
Project Management 2015
Howard University
BBA, Accounting
District of Columbia Public Schools (DCPS) 2010 - Present
JCPenney Corporation 2008 - 2014
Jacob Dean 2009 - 2010
New York Life February 2007 - 2008
Hunter Rice CPA 2005 - 2007
Education
District of Columbia Public School
Principles of Management 2013
District of Columbia Public School
Project Management 2015
Howard University
BBA, Accounting
Daryn Hornby's New York Life Experience April 2006 - January 2007
Job Digital Designer at Hunter Public Relations
Industry Design
Experience
Hunter Public Relations August 2011 - Present
GIOVATTO Advertising March 2008 - July 2011
Evans Resource Group March 2007 - December 2009
Eisai May 2009 - September 2009
Bruce Leeb & Company 2007 - 2008
New York Life April 2006 - January 2007
David Adkins International December 2003 - February 2006
Torpac Inc February 2004 - June 2005
Suracell June 2004 - May 2005
Skills
Adobe Flash, PHP, CSS, Wordpress, Vignette, MySQL, SEO, Google Adwords, Google Analytics, Microsoft Office 2007, Photoshop, Web Design, Graphic Design, Adobe, Flash, Premiere, Illustrator, Web Development, Adsense, Dreamweaver, After Effects, Art Direction, Integrated Marketing, Advertising, Adobe Creative Suite
Education
Fairleigh Dickinson University
Communications
Hunter Public Relations August 2011 - Present
GIOVATTO Advertising March 2008 - July 2011
Evans Resource Group March 2007 - December 2009
Eisai May 2009 - September 2009
Bruce Leeb & Company 2007 - 2008
New York Life April 2006 - January 2007
David Adkins International December 2003 - February 2006
Torpac Inc February 2004 - June 2005
Suracell June 2004 - May 2005
Skills
Adobe Flash, PHP, CSS, Wordpress, Vignette, MySQL, SEO, Google Adwords, Google Analytics, Microsoft Office 2007, Photoshop, Web Design, Graphic Design, Adobe, Flash, Premiere, Illustrator, Web Development, Adsense, Dreamweaver, After Effects, Art Direction, Integrated Marketing, Advertising, Adobe Creative Suite
Education
Fairleigh Dickinson University
Communications
Jose A. Ramos Jose A. Ramos's New York Life Experience September 1997 - September 1999
Job Manager Marketing & Innovation (Management and Administration) at AXA Equitable
Industry Financial Services
Experience
AXA Equitable April 2013 - Present
AXA Equitable July 2012 - Present
AXA Equitable January 2009 - Present
AXA Equitable Life Insurance Company January 2000 - Present
AXA Equitable September 2003 - January 2009
AXA-Equitable September 2000 - September 2003
New York Life September 1997 - September 1999
New York Life Insurance Company January 1979 - January 1999
New York Life April 1992 - August 1994
Skills
Analysis, FINRA, Financial Services, Fixed Annuities, Investments, Life Insurance, Management, Marketing, Risk Management, Sales, Series 6, Business Analysis, Insurance, Mutual Funds, Project Management, Vendor Management, Finance, Process Improvement
Education
Fordham University 1974 — 1978
Bachelor of Arts; Academic Diploma, Economics
Pomfret School 1971 — 1974
Academic
AXA Equitable April 2013 - Present
AXA Equitable July 2012 - Present
AXA Equitable January 2009 - Present
AXA Equitable Life Insurance Company January 2000 - Present
AXA Equitable September 2003 - January 2009
AXA-Equitable September 2000 - September 2003
New York Life September 1997 - September 1999
New York Life Insurance Company January 1979 - January 1999
New York Life April 1992 - August 1994
Skills
Analysis, FINRA, Financial Services, Fixed Annuities, Investments, Life Insurance, Management, Marketing, Risk Management, Sales, Series 6, Business Analysis, Insurance, Mutual Funds, Project Management, Vendor Management, Finance, Process Improvement
Education
Fordham University 1974 — 1978
Bachelor of Arts; Academic Diploma, Economics
Pomfret School 1971 — 1974
Academic
Jeff Beckett Jeff Beckett's New York Life Experience September 2011 - May 2013
Job Criminal Justice Professional
Industry Law Enforcement
Experience
New York Life September 2011 - May 2013
Department of Human Services December 2008 - October 2010
DK Security March 2005 - December 2008
Marine Corps November 2000 - November 2004
Skills
Security, Operations Management, Human Resources, Conflict Resolution, Strategic Planning, Insurance, Protection, Legal Writing, Finance, Physical Security, Private Investigations, Asset Protection, Surveillance, Leadership, Risk Assessment, Customer Service, Training, Emergency Management, Supervisory Skills, Team Building, Military, Investigation, Criminal Justice, Management, Firearms, Sales, Tactics, Criminal Investigations, Counterterrorism, Military Experience
Education
Kaplan University 2009 — 2011
Master's degree, Executive management and leadership in Criminal Justice
Grand Valley State University 2006 — 2008
Bachelor's degree, Criminal Justice
New York Life September 2011 - May 2013
Department of Human Services December 2008 - October 2010
DK Security March 2005 - December 2008
Marine Corps November 2000 - November 2004
Skills
Security, Operations Management, Human Resources, Conflict Resolution, Strategic Planning, Insurance, Protection, Legal Writing, Finance, Physical Security, Private Investigations, Asset Protection, Surveillance, Leadership, Risk Assessment, Customer Service, Training, Emergency Management, Supervisory Skills, Team Building, Military, Investigation, Criminal Justice, Management, Firearms, Sales, Tactics, Criminal Investigations, Counterterrorism, Military Experience
Education
Kaplan University 2009 — 2011
Master's degree, Executive management and leadership in Criminal Justice
Grand Valley State University 2006 — 2008
Bachelor's degree, Criminal Justice
David Giang David Giang's New York Life Experience February 2006 - July 2007
Job Executive Director
Industry Religious Institutions
Experience
Next Generation Fellowship May 2011 - Present
The Dock Ministries May 2008 - June 2013
South United Methodist Church July 2010 - October 2012
Vietnamese United Methodist Church March 2005 - August 2009
New York Life February 2006 - July 2007
Great Lakes Mortgage & Heartland Home Finance July 2004 - August 2006
Skills
Youth Ministry, Non-profits, Community Outreach, Fundraising, Public Speaking, Leadership Development, Program Management, Theology, Missions, Leadership, Volunteer Management, Preaching, Team Building, Strategic Planning, Music, Religion, Event Management, Management, Pastoral Care, Biblical Studies, Nonprofits, Program Development
Education
Kuyper College 2009 — 2011
Youth Ministry, Youth Ministry, Biblical Studies, Communication
Creston High School
High School Diploma
Grand Rapids Community College
Associates, General Studies
Next Generation Fellowship May 2011 - Present
The Dock Ministries May 2008 - June 2013
South United Methodist Church July 2010 - October 2012
Vietnamese United Methodist Church March 2005 - August 2009
New York Life February 2006 - July 2007
Great Lakes Mortgage & Heartland Home Finance July 2004 - August 2006
Skills
Youth Ministry, Non-profits, Community Outreach, Fundraising, Public Speaking, Leadership Development, Program Management, Theology, Missions, Leadership, Volunteer Management, Preaching, Team Building, Strategic Planning, Music, Religion, Event Management, Management, Pastoral Care, Biblical Studies, Nonprofits, Program Development
Education
Kuyper College 2009 — 2011
Youth Ministry, Youth Ministry, Biblical Studies, Communication
Creston High School
High School Diploma
Grand Rapids Community College
Associates, General Studies
Randy Brosseau Randy Brosseau's New York Life Experience December 1996 - October 1999
Job President at CLEARPATH PROPERTY GROUP
Industry Construction
Experience
CLEARPATH PROPERTY GROUP August 2014 - Present
K. Hovnanian November 1999 - August 2014
New York Life December 1996 - October 1999
New York Life 1996 - 1999
Deloitte and Touche LLP, Lansing, MI June 1993 - July 1995
Skills
Real Estate Development, Contract Negotiation, Real Estate, Negotiation, Finance, Sales, Residential Homes, Analysis, Due Diligence, Financial Analysis, Land Acquisition, Operations Management, Construction, Auditing, Entitlements, Customer Satisfaction, Construction Management, Land Development, Project Planning, Feasibility Studies, Marketing, Commercial Real Estate, Management, Strategic Planning
Education
Fordham Gabelli School of Business 1998 — 1999
MBA, Finance
Michigan State University - The Eli Broad College of Business 1988 — 1992
Accounting
CLEARPATH PROPERTY GROUP August 2014 - Present
K. Hovnanian November 1999 - August 2014
New York Life December 1996 - October 1999
New York Life 1996 - 1999
Deloitte and Touche LLP, Lansing, MI June 1993 - July 1995
Skills
Real Estate Development, Contract Negotiation, Real Estate, Negotiation, Finance, Sales, Residential Homes, Analysis, Due Diligence, Financial Analysis, Land Acquisition, Operations Management, Construction, Auditing, Entitlements, Customer Satisfaction, Construction Management, Land Development, Project Planning, Feasibility Studies, Marketing, Commercial Real Estate, Management, Strategic Planning
Education
Fordham Gabelli School of Business 1998 — 1999
MBA, Finance
Michigan State University - The Eli Broad College of Business 1988 — 1992
Accounting
Vladimir Benoit, CRPC®, APMA®'s New York Life Experience January 2009 - November 2009
Job Premier Banker at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. 2015 - Present
Edelman Financial Services October 2011 - April 2015
Danversbank December 2009 - July 2011
New York Life January 2009 - November 2009
Fidelity Investments November 2007 - November 2008
Skills
Investments, Securities, Customer Service, Retirement Planning, Wealth, Leadership, Retirement, Mutual Funds, Sales, Wealth Management, Financial Advisory, Finance, Insurance, Asset Management, Portfolio Management, Investment Management, Investment Advisory, Series 7, Series 63, Series 65
Education
Fitchburg State University 2003 — 2007
Business Administration, Marketing and Management
Somerville High
Santander Bank, N.A. 2015 - Present
Edelman Financial Services October 2011 - April 2015
Danversbank December 2009 - July 2011
New York Life January 2009 - November 2009
Fidelity Investments November 2007 - November 2008
Skills
Investments, Securities, Customer Service, Retirement Planning, Wealth, Leadership, Retirement, Mutual Funds, Sales, Wealth Management, Financial Advisory, Finance, Insurance, Asset Management, Portfolio Management, Investment Management, Investment Advisory, Series 7, Series 63, Series 65
Education
Fitchburg State University 2003 — 2007
Business Administration, Marketing and Management
Somerville High
John W Foley II John W Foley II's New York Life Experience November 2008 - October 2010
Job CarLotz, Inc
Industry Retail
Experience
CarLotz December 2014 - Present
Hall Automotive Group / MileOne July 2010 - November 2014
New York Life November 2008 - October 2010
Hall Automotive Group / Mile One September 2001 - October 2008
GEICO November 1997 - March 2001
Skills
Automotive, Insurance, Sales Management, Customer Service, New Business Development, Strategic Planning, Sales, Vehicles, Negotiation, Team Building, Sales Process, Customer Retention, Selling, Marketing, Customer Satisfaction, Direct Sales, Operations Management, CRM, Budgets, Account Management, Inventory Management, Automobile, Microsoft Office, Management, B2B, Coaching, Profit, Sales Operations, Marketing Strategy, Business Planning, Finance, Process Improvement, Business Development, Team Leadership, Microsoft Excel, Training
Education
Hampden-Sydney College
CarLotz December 2014 - Present
Hall Automotive Group / MileOne July 2010 - November 2014
New York Life November 2008 - October 2010
Hall Automotive Group / Mile One September 2001 - October 2008
GEICO November 1997 - March 2001
Skills
Automotive, Insurance, Sales Management, Customer Service, New Business Development, Strategic Planning, Sales, Vehicles, Negotiation, Team Building, Sales Process, Customer Retention, Selling, Marketing, Customer Satisfaction, Direct Sales, Operations Management, CRM, Budgets, Account Management, Inventory Management, Automobile, Microsoft Office, Management, B2B, Coaching, Profit, Sales Operations, Marketing Strategy, Business Planning, Finance, Process Improvement, Business Development, Team Leadership, Microsoft Excel, Training
Education
Hampden-Sydney College
Peter Craddick Peter Craddick's New York Life Experience 1983 - 1990
Job Senior Partner at SP Consulting, Rosslyn Advisors LLC
Industry Public Relations and Communications
Experience
SP Consulting February 2015 - Present
Rosslyn Advisors LLC 2009 - Present
Pfizer 2004 - 2008
Fleishman Hillard 2000 - 2004
Straylight Communications 1992 - 2000
New York Life 1983 - 1990
Skills
Strategic Communications, Crisis Communications, Issues Management, Reputation, Message Development, Reputation Management, Corporate Communications, Media Relations, Speech Writing, Communication Training, Public Affairs, Crisis Management, Internal Communications, Marketing Communications, Publicity, Social Media, Communications Planning, Press Releases, Marketing, Brand Development, Spokesperson, Public Relations, Strategy, Integrated Marketing
Education
George Mason University
B.A., English
SP Consulting February 2015 - Present
Rosslyn Advisors LLC 2009 - Present
Pfizer 2004 - 2008
Fleishman Hillard 2000 - 2004
Straylight Communications 1992 - 2000
New York Life 1983 - 1990
Skills
Strategic Communications, Crisis Communications, Issues Management, Reputation, Message Development, Reputation Management, Corporate Communications, Media Relations, Speech Writing, Communication Training, Public Affairs, Crisis Management, Internal Communications, Marketing Communications, Publicity, Social Media, Communications Planning, Press Releases, Marketing, Brand Development, Spokesperson, Public Relations, Strategy, Integrated Marketing
Education
George Mason University
B.A., English
Ben Baron Ben Baron's New York Life Experience 1989 - 1992
Job Baron Education (DriveSafe & CollegeDrive)
Industry Education Management
Experience
Baron Education May 2008 - Present
Kaplan Test Prep and Admissions June 1994 - August 2008
New York Life 1989 - 1992
Harvard Business School 1986 - 1989
Skills
Executive Management, Coaching & Training, Coaching, Training, Business Development, Marketing, Leadership Development, Management, Strategy, Teaching, Educational Leadership, Leadership, Advertising, Admissions, Public Speaking, Staff Development
Education
Harvard Business School 1984 — 1986
MBA, General Management
Trinity College-Hartford 1978 — 1982
BA, Economics
Baron Education May 2008 - Present
Kaplan Test Prep and Admissions June 1994 - August 2008
New York Life 1989 - 1992
Harvard Business School 1986 - 1989
Skills
Executive Management, Coaching & Training, Coaching, Training, Business Development, Marketing, Leadership Development, Management, Strategy, Teaching, Educational Leadership, Leadership, Advertising, Admissions, Public Speaking, Staff Development
Education
Harvard Business School 1984 — 1986
MBA, General Management
Trinity College-Hartford 1978 — 1982
BA, Economics
Mary Nolan, M.B.A. Mary Nolan, M.B.A.'s New York Life Experience April 2012 - September 2012
Job Pathology Account Executive at Genoptix Medical Laboratory
Industry Biotechnology
Experience
Genoptix Medical Laboratory 2012 - Present
New York Life April 2012 - September 2012
Precision Therapeutics May 2011 - May 2012
CBL Path February 2010 - May 2011
Oncotech May 2008 - February 2010
MGI May 2005 - May 2008
Schering Oncology Biotech January 1998 - May 2005
Marion Merrell Dow 1992 - 1998
Skills
tissue procurement, molecular diagnostics, bio-markers, understanding of..., Niche Marketing, significant contacts at..., pathology, Achieving Results, Oncology, Operating Room, Cell Based Assays, Business Analysis, Public Speaking, MBA, Hospitals, Key Account Management, Key Account Development, Sales Process, Delivering Results, Account Management, Strategic Planning, Product Knowledge, Market Knowledge, hunter mentality, Surgery, Life Sciences, Urology, Neurology, Hematology, Managed Care, Medical Devices, Diagnostics, Consultative Selling, Lifesciences, Molecular Diagnostics, Pathology, Biotechnology, Pharmaceutical Industry, Sales Operations, Selling
Education
Texas A&M University 1985 — 1989
BA, Economics/ Political Science
Harvard University
Psychology
The University of Connecticut
M.B.A., Healthcare
Genoptix Medical Laboratory 2012 - Present
New York Life April 2012 - September 2012
Precision Therapeutics May 2011 - May 2012
CBL Path February 2010 - May 2011
Oncotech May 2008 - February 2010
MGI May 2005 - May 2008
Schering Oncology Biotech January 1998 - May 2005
Marion Merrell Dow 1992 - 1998
Skills
tissue procurement, molecular diagnostics, bio-markers, understanding of..., Niche Marketing, significant contacts at..., pathology, Achieving Results, Oncology, Operating Room, Cell Based Assays, Business Analysis, Public Speaking, MBA, Hospitals, Key Account Management, Key Account Development, Sales Process, Delivering Results, Account Management, Strategic Planning, Product Knowledge, Market Knowledge, hunter mentality, Surgery, Life Sciences, Urology, Neurology, Hematology, Managed Care, Medical Devices, Diagnostics, Consultative Selling, Lifesciences, Molecular Diagnostics, Pathology, Biotechnology, Pharmaceutical Industry, Sales Operations, Selling
Education
Texas A&M University 1985 — 1989
BA, Economics/ Political Science
Harvard University
Psychology
The University of Connecticut
M.B.A., Healthcare
Joe Hodges Joe Hodges's New York Life Experience October 2002 - October 2013
Job Member at M Financial Group
Industry Investment Management
Experience
M Financial Group September 2013 - Present
Grant Financial Group October 2002 - Present
New York Life October 2002 - October 2013
A.G. Edwards 1998 - October 2002
Waterhouse securities 1994 - 1998
Edward Jones September 1992 - 1994
Skills
Retirement Planning, Fixed Annuities, Roth IRA, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Investments, Estate Planning, Term Life Insurance, 401k, Securities, Mortgage Marketing, Financial Planners, Series 6, Investment Advisory, Wealth Management, Insurance, Whole Life, Long Term Care Insurance, Asset Allocation, Wealth, Series 63, Mutual Funds, Life Insurance, Strategic Financial...
Education
Georgia Southern University 1988 — 1991
Georgia Institute of Technology 1984 — 1988
M Financial Group September 2013 - Present
Grant Financial Group October 2002 - Present
New York Life October 2002 - October 2013
A.G. Edwards 1998 - October 2002
Waterhouse securities 1994 - 1998
Edward Jones September 1992 - 1994
Skills
Retirement Planning, Fixed Annuities, Roth IRA, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Investments, Estate Planning, Term Life Insurance, 401k, Securities, Mortgage Marketing, Financial Planners, Series 6, Investment Advisory, Wealth Management, Insurance, Whole Life, Long Term Care Insurance, Asset Allocation, Wealth, Series 63, Mutual Funds, Life Insurance, Strategic Financial...
Education
Georgia Southern University 1988 — 1991
Georgia Institute of Technology 1984 — 1988
Harleen Manko Harleen Manko's New York Life Experience 2006 - Present
Job Life Insurance Agent
Industry Financial Services
Experience
NEW YORK LIFE 2006 - Present
Education
Fairleigh Dickinson University 2005 — 2008
NEW YORK LIFE 2006 - Present
Education
Fairleigh Dickinson University 2005 — 2008
Peter J. Busse's New York Life Experience 1996 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life 1996 - Present
City Of West Miami 1988 - 1992
Federal Bank Examiner "Comptroller Of The Currency" US Treasury Department May 1985 - 1987
Skills
Strategic Financial..., Retirement Planning, IRAs, Mutual Funds, Insurance, Retirement, Wealth Management..., Finance, Strategy, Investments, Fixed Annuities, Customer Service, Financial Advisory, Life Insurance, Project Planning, Analysis, Financial Services, Securities
Education
Nova Southeastern University 1990 — 1992
MBA, Finance
Florida State University - College of Business 1983 — 1985
BS, Business
Miami Dade College 1977 — 1983
AA, Business
Christopher Columbus HS 1973 — 1977
High School Degree
New York Life 1996 - Present
City Of West Miami 1988 - 1992
Federal Bank Examiner "Comptroller Of The Currency" US Treasury Department May 1985 - 1987
Skills
Strategic Financial..., Retirement Planning, IRAs, Mutual Funds, Insurance, Retirement, Wealth Management..., Finance, Strategy, Investments, Fixed Annuities, Customer Service, Financial Advisory, Life Insurance, Project Planning, Analysis, Financial Services, Securities
Education
Nova Southeastern University 1990 — 1992
MBA, Finance
Florida State University - College of Business 1983 — 1985
BS, Business
Miami Dade College 1977 — 1983
AA, Business
Christopher Columbus HS 1973 — 1977
High School Degree
Angela Johenning, CFE Angela Johenning, CFE's New York Life Experience August 2008 - July 2009
Job Branch Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank March 2013 - Present
FirstMerit Bank April 2010 - March 2013
American Family Insurance 2009 - 2010
New York Life August 2008 - July 2009
National City Bank December 2004 - August 2008
National City Bank 2005 - 2007
MBNA July 1999 - December 2004
Education
Hiram College 1994 — 1999
BA, Accounting/Business Management
Newbury High School 1990 — 1994
College Prep
Berkshire High School
U.S. Bank March 2013 - Present
FirstMerit Bank April 2010 - March 2013
American Family Insurance 2009 - 2010
New York Life August 2008 - July 2009
National City Bank December 2004 - August 2008
National City Bank 2005 - 2007
MBNA July 1999 - December 2004
Education
Hiram College 1994 — 1999
BA, Accounting/Business Management
Newbury High School 1990 — 1994
College Prep
Berkshire High School
Kyle Sanders Kyle Sanders's New York Life Experience December 2009 - December 2011
Job Sales Manager at MassMutualIdaho
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
Bankers Life and Casualty Company December 2013 - September 2014
Lincare Holdings, Inc January 2012 - December 2013
New York Life December 2009 - December 2011
New York Life March 2008 - December 2009
Trustmark Life Insurance Company October 1998 - March 2008
Skills
Sales, Recruiting, Insurance, Sales Operations, Employee Benefits, Training, Marketing, Coaching, Strategic Planning, Management, Customer Service, Team Building, Health Insurance, Long-term Care, Medical Devices, Small Business, Sales Management, Life Insurance, Disability Insurance
Education
Grand View College 1993 — 1997
B.A., Liberal Arts
MassMutual Financial Group September 2014 - Present
Bankers Life and Casualty Company December 2013 - September 2014
Lincare Holdings, Inc January 2012 - December 2013
New York Life December 2009 - December 2011
New York Life March 2008 - December 2009
Trustmark Life Insurance Company October 1998 - March 2008
Skills
Sales, Recruiting, Insurance, Sales Operations, Employee Benefits, Training, Marketing, Coaching, Strategic Planning, Management, Customer Service, Team Building, Health Insurance, Long-term Care, Medical Devices, Small Business, Sales Management, Life Insurance, Disability Insurance
Education
Grand View College 1993 — 1997
B.A., Liberal Arts
Peter Santiago Peter Santiago's New York Life Experience July 1986 - February 1989
Job
Industry Accounting
Experience
Opticare Health Systems February 2003 - January 2006
TherMold Partners May 1992 - September 2002
Marriott International June 1990 - May 1992
New York Life July 1986 - February 1989
Skills
Cash Management, Financial Reporting, Budgets, Financial Analysis, Internal Controls, Strategic Planning, Forecasting, Financial Statements, Account Reconciliation, General Ledger, Inventory Management, Accounting, Variance Analysis, Cost Accounting, Financial Accounting, Auditing, Accounts Receivable, GAAP, Finance, Corporate Finance, Consolidation, Analysis
Education
Fairfield University 1995 — 1999
MBA
State University of New York at Buffalo - School of Management 1981 — 1986
MS
Opticare Health Systems February 2003 - January 2006
TherMold Partners May 1992 - September 2002
Marriott International June 1990 - May 1992
New York Life July 1986 - February 1989
Skills
Cash Management, Financial Reporting, Budgets, Financial Analysis, Internal Controls, Strategic Planning, Forecasting, Financial Statements, Account Reconciliation, General Ledger, Inventory Management, Accounting, Variance Analysis, Cost Accounting, Financial Accounting, Auditing, Accounts Receivable, GAAP, Finance, Corporate Finance, Consolidation, Analysis
Education
Fairfield University 1995 — 1999
MBA
State University of New York at Buffalo - School of Management 1981 — 1986
MS
Hector Dessis Hector Dessis's New York Life Experience May 2008 - January 2010
Job Benefit Consultant
Industry Insurance
Experience
Dessis Agency June 2015 - Present
Dessis Agency June 2015 - Present
Magick Entertainment June 1998 - Present
WellCare April 2011 - February 2014
Essence Healthcare September 2009 - April 2011
Essence Healthcare 2009 - 2011
New York Life May 2008 - January 2010
National Income Life 2006 - 2008
Sensis 2003 - 2006
Bose Corporation 1996 - 2000
Skills
Medicare, Insurance, Life Insurance, Healthcare, Process Improvement, Term Life Insurance, Customer Service, Health Insurance, New Business Development, Sales, Account Management, Employee Benefits, Social Media Marketing, Managed Care, Strategic Planning, Team Building, Marketing, Trade Shows, Sales Management, Microsoft Excel, Leadership, Disability Insurance, Medicaid, Training, Call Centers, Long-term Care, Outlook, HIPAA, Access, Provider Relations, Fixed Annuities, Cold Calling, Customer Retention
Education
Finger Lakes Community College 1996 — 2000
State University of New York College at Cortland 1991 — 1995
Lyons 1986 — 1991
Dessis Agency June 2015 - Present
Dessis Agency June 2015 - Present
Magick Entertainment June 1998 - Present
WellCare April 2011 - February 2014
Essence Healthcare September 2009 - April 2011
Essence Healthcare 2009 - 2011
New York Life May 2008 - January 2010
National Income Life 2006 - 2008
Sensis 2003 - 2006
Bose Corporation 1996 - 2000
Skills
Medicare, Insurance, Life Insurance, Healthcare, Process Improvement, Term Life Insurance, Customer Service, Health Insurance, New Business Development, Sales, Account Management, Employee Benefits, Social Media Marketing, Managed Care, Strategic Planning, Team Building, Marketing, Trade Shows, Sales Management, Microsoft Excel, Leadership, Disability Insurance, Medicaid, Training, Call Centers, Long-term Care, Outlook, HIPAA, Access, Provider Relations, Fixed Annuities, Cold Calling, Customer Retention
Education
Finger Lakes Community College 1996 — 2000
State University of New York College at Cortland 1991 — 1995
Lyons 1986 — 1991
Anthony LiCalsi Anthony LiCalsi's New York Life Experience 1997 - 2001
Job BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon May 2013 - Present
Insight Global August 2012 - May 2013
Forbo May 2002 - April 2012
New York Life 1997 - 2001
West Publishing 1994 - 1996
Skills
Lotus Notes, Lotus Domino, Java, javasc, html, CSS, VBA, SQL, Business Analysis, Business Intelligence, Data Analysis, Databases, ITIL, Integration, Networking, Project Management, Requirements Analysis, SAP, SDLC, Software Project..., System Administration, Windows, Windows Server, Business Process, HTML, IT Strategy, JavaScript, Management, Vendor Management
Education
Pace University 1991 — 1994
MS in CS, Computer Science
Fordham University 1986 — 1990
Bachelor of Science (BSc), Finance/Marketing, General
BNY Mellon May 2013 - Present
Insight Global August 2012 - May 2013
Forbo May 2002 - April 2012
New York Life 1997 - 2001
West Publishing 1994 - 1996
Skills
Lotus Notes, Lotus Domino, Java, javasc, html, CSS, VBA, SQL, Business Analysis, Business Intelligence, Data Analysis, Databases, ITIL, Integration, Networking, Project Management, Requirements Analysis, SAP, SDLC, Software Project..., System Administration, Windows, Windows Server, Business Process, HTML, IT Strategy, JavaScript, Management, Vendor Management
Education
Pace University 1991 — 1994
MS in CS, Computer Science
Fordham University 1986 — 1990
Bachelor of Science (BSc), Finance/Marketing, General
Dennis J. Tovar Dennis J. Tovar's New York Life Experience January 2009 - January 2011
Job Sales Professional at Zeigler Automotive Group
Industry Automotive
Experience
Zeigler Automotive Group September 2014 - Present
FleetSharp April 2014 - September 2014
Fleetmatics September 2012 - April 2014
Woody Buick January 2011 - March 2012
New York Life January 2009 - January 2011
Bemis Toyota/Scion September 2007 - January 2009
Joyce Toyota, Jeep, GMC, Pontiac August 2005 - September 2007
Skills
Cold Calling, Account Management, Sales, Salesforce.com, Customer Service, Sales Management, Microsoft Excel, Microsoft Office, Marketing, Team Building, New Business Development, Contract Negotiation, Sales Process, Operations Management, Management, Coaching, Customer Satisfaction, Project Management, Leadership, Customer Retention, Recruiting, Networking, Process Improvement, Insurance, Strategic Planning, Training, Advertising, Sales Operations, Business Development, Team Leadership, CRM, Negotiation, B2B, Direct Sales, Business Planning, Selling, Forecasting, Marketing Strategy
Education
Northern Illinois University
Bachelor of Science
Illinois Wesleyan University
Zeigler Automotive Group September 2014 - Present
FleetSharp April 2014 - September 2014
Fleetmatics September 2012 - April 2014
Woody Buick January 2011 - March 2012
New York Life January 2009 - January 2011
Bemis Toyota/Scion September 2007 - January 2009
Joyce Toyota, Jeep, GMC, Pontiac August 2005 - September 2007
Skills
Cold Calling, Account Management, Sales, Salesforce.com, Customer Service, Sales Management, Microsoft Excel, Microsoft Office, Marketing, Team Building, New Business Development, Contract Negotiation, Sales Process, Operations Management, Management, Coaching, Customer Satisfaction, Project Management, Leadership, Customer Retention, Recruiting, Networking, Process Improvement, Insurance, Strategic Planning, Training, Advertising, Sales Operations, Business Development, Team Leadership, CRM, Negotiation, B2B, Direct Sales, Business Planning, Selling, Forecasting, Marketing Strategy
Education
Northern Illinois University
Bachelor of Science
Illinois Wesleyan University
Jonathan Candelario's New York Life Experience June 2010 - June 2013
Job Business Analyst at Madison Performance Group
Industry Information Technology and Services
Experience
Madison Performance Group March 2014 - Present
New York Life June 2010 - June 2013
37Networks January 2009 - May 2010
MetLife June 2008 - December 2008
Canon USA May 2007 - September 2007
eTouchWare May 2006 - September 2006
Rescuecom April 2005 - September 2005
Mount Sinai School of Medicine - Neurology September 2000 - April 2004
Skills
Oracle, Business Analysis, COBOL, Access, SQL, JCL, HTML, Analysis, Mainframe, SAP, Networking, TSO, Software Documentation, Lotus Notes, Information Technology, Management, Microsoft Excel, Visio, Spanish, Databases, Fileaid, ISPF, Visual Basic, BMC Remedy, SDLC, VMware ESX, Public Speaking, StarTeam, Agile Methodologies, Gliffy, JIRA, Confluence
Education
Hofstra University 2004 — 2008
BBA, Management Information Systems
Xavier High School 2000 — 2004
Madison Performance Group March 2014 - Present
New York Life June 2010 - June 2013
37Networks January 2009 - May 2010
MetLife June 2008 - December 2008
Canon USA May 2007 - September 2007
eTouchWare May 2006 - September 2006
Rescuecom April 2005 - September 2005
Mount Sinai School of Medicine - Neurology September 2000 - April 2004
Skills
Oracle, Business Analysis, COBOL, Access, SQL, JCL, HTML, Analysis, Mainframe, SAP, Networking, TSO, Software Documentation, Lotus Notes, Information Technology, Management, Microsoft Excel, Visio, Spanish, Databases, Fileaid, ISPF, Visual Basic, BMC Remedy, SDLC, VMware ESX, Public Speaking, StarTeam, Agile Methodologies, Gliffy, JIRA, Confluence
Education
Hofstra University 2004 — 2008
BBA, Management Information Systems
Xavier High School 2000 — 2004
John Fleming, CLF®'s New York Life Experience March 2012 - Present
Job Experienced Insurance & Financial Services Marketing & Distribution Executive
Industry Insurance
Experience
New York Life March 2012 - Present
The Baltimore Life Insurance Company January 2007 - September 2010
Allianz Life of New York January 2005 - December 2006
MetLife April 2000 - December 2004
MetLife 1999 - 2000
MetLife 1997 - 1999
MetLife 1996 - 1997
MetLife 1990 - 1996
MetLife 1988 - 1990
MetLife 1985 - 1988
Skills
Insurance, Marketing Strategy, Marketing Management, Sales Management, New Business Development, Marketing Communications, Strategy Development, Leadership Development, Leadership, Recruiting, Strategy, Management, Training, Marketing, Fixed Annuities, Financial Services, Executive Management, Process Improvement, Contract Negotiation, Investments, Sales Operations, Business Strategy, Sales, Business Development, Strategic Planning, Customer Retention, Account Management, Business Planning, Team Building, Selling, Market Research, CRM, Risk Management, Direct Sales, Competitive Analysis, Forecasting, Market Planning, Budgets, Coaching, Strategic Financial..., Online Marketing, Sales Process, Life Insurance, Team Leadership, Direct Marketing, P&L Management, Email Marketing, Employee Training, Microsoft Office, Financial Planning
Education
Fairleigh Dickinson University
BS, Marketing
Roxbury High School
Roxbury High School
New York Life March 2012 - Present
The Baltimore Life Insurance Company January 2007 - September 2010
Allianz Life of New York January 2005 - December 2006
MetLife April 2000 - December 2004
MetLife 1999 - 2000
MetLife 1997 - 1999
MetLife 1996 - 1997
MetLife 1990 - 1996
MetLife 1988 - 1990
MetLife 1985 - 1988
Skills
Insurance, Marketing Strategy, Marketing Management, Sales Management, New Business Development, Marketing Communications, Strategy Development, Leadership Development, Leadership, Recruiting, Strategy, Management, Training, Marketing, Fixed Annuities, Financial Services, Executive Management, Process Improvement, Contract Negotiation, Investments, Sales Operations, Business Strategy, Sales, Business Development, Strategic Planning, Customer Retention, Account Management, Business Planning, Team Building, Selling, Market Research, CRM, Risk Management, Direct Sales, Competitive Analysis, Forecasting, Market Planning, Budgets, Coaching, Strategic Financial..., Online Marketing, Sales Process, Life Insurance, Team Leadership, Direct Marketing, P&L Management, Email Marketing, Employee Training, Microsoft Office, Financial Planning
Education
Fairleigh Dickinson University
BS, Marketing
Roxbury High School
Roxbury High School
Arash Babazadeh Arash Babazadeh's New York Life Experience 2006 - 2008
Job Corporate Sales at IBM
Industry Computer Software
Experience
IBM 2012 - Present
EarthLink Business 2010 - 2012
Cbeyond 2008 - 2010
New York Life 2006 - 2008
Skills
Solution Selling, Sales Process, Direct Sales, SaaS, Sales, Salesforce.com, Enterprise Software, Professional Services, Managed Services, Selling, Cold Calling, Cloud Computing, Channel Partners, Strategic Partnerships, Lead Generation, Unified Communications, Sales Operations, CRM
Education
Georgia Institute of Technology 2002 — 2006
BS, Industrial Engineering
University of Florida 2001 — 2002
IBM 2012 - Present
EarthLink Business 2010 - 2012
Cbeyond 2008 - 2010
New York Life 2006 - 2008
Skills
Solution Selling, Sales Process, Direct Sales, SaaS, Sales, Salesforce.com, Enterprise Software, Professional Services, Managed Services, Selling, Cold Calling, Cloud Computing, Channel Partners, Strategic Partnerships, Lead Generation, Unified Communications, Sales Operations, CRM
Education
Georgia Institute of Technology 2002 — 2006
BS, Industrial Engineering
University of Florida 2001 — 2002
Susana Garcia, MBA Susana Garcia, MBA's New York Life Experience January 2005 - August 2005
Job Senior Auditor at Bank of New York Mellon
Industry Accounting
Experience
La Casa de Don Fernando LLC January 2009 - Present
Fordham University 2010 - 2013
Bank of New York Mellon September 2005 - December 2008
2005-2008BANK OF NEW YORK MELLON September 2005 - November 2008
2005-2005 January 2005 - September 2005
New York Life January 2005 - August 2005
2004-2004TRI-STATE FINANCIAL SERVICES January 2004 - December 2004
Skills
Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, Due Diligence, Internal Audit, Analysis, Portfolio Management, Budgets, Financial Modeling, Financial Analysis, Accounting, Risk Management, Financial Accounting, Finance
Education
2010-2011FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS 2010 — 2011
MBA, Finance and Accounting Focus
Fordham University 2010 — 2011
BS, Business Administration
Fordham University - Graduate School of Business Administration 2010 — 2011
EMBA, Finance, Accounting
Fordham University 2005 — 2006
BS, Business
2009-2009PACE UNIVERSITYNew
SUNY Orange
La Casa de Don Fernando LLC January 2009 - Present
Fordham University 2010 - 2013
Bank of New York Mellon September 2005 - December 2008
2005-2008BANK OF NEW YORK MELLON September 2005 - November 2008
2005-2005 January 2005 - September 2005
New York Life January 2005 - August 2005
2004-2004TRI-STATE FINANCIAL SERVICES January 2004 - December 2004
Skills
Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, Due Diligence, Internal Audit, Analysis, Portfolio Management, Budgets, Financial Modeling, Financial Analysis, Accounting, Risk Management, Financial Accounting, Finance
Education
2010-2011FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS 2010 — 2011
MBA, Finance and Accounting Focus
Fordham University 2010 — 2011
BS, Business Administration
Fordham University - Graduate School of Business Administration 2010 — 2011
EMBA, Finance, Accounting
Fordham University 2005 — 2006
BS, Business
2009-2009PACE UNIVERSITYNew
SUNY Orange
Elena Larrazabal-Corrales's New York Life Experience March 2009 - August 2010
Job Staging
Industry Design
Experience
New York Life March 2009 - August 2010
Century 21 Across Atlanta 2003 - 2006
Education
Indiana University Bloomington
BFA, Graphic Design
New York Life March 2009 - August 2010
Century 21 Across Atlanta 2003 - 2006
Education
Indiana University Bloomington
BFA, Graphic Design
Allan Gibson's New York Life Experience March 2006 - November 2006
Job OPA Team Lead at Massachusetts Registry of Motor Vehicles (RMV)
Industry Information Technology and Services
Experience
Monad Solutions January 2015 - Present
Cover Oregon March 2014 - Present
State of North Caroline Medicaid Processing September 2013 - March 2014
State of Hawaii June 2013 - August 2013
Province of British Columbia April 2009 - March 2013
Department of Immigration and Citizenship January 2007 - April 2009
New York Life March 2006 - November 2006
Georgia Technology Authority March 2004 - October 2005
GE Energy Services 2001 - 2002
Business Re-Engineering Group 1991 - 2002
Skills
Oracle Policy Automation, Business Rules..., Governance, Business Process..., Requirements Analysis, Business Process Design, Business Process, Business Analysis, Business Transformation, Solution Architecture, Business Process..., Change Management, Enterprise Architecture, Integration, SOA, Oracle, Program Management, Software Project..., IT Strategy
Education
Florida State University 1967 — 1971
BS - Math, Honors - Computer Science
Florida State University
First Honors Student in Computer Science - cum laude with BS in Math, Computer Science
Monad Solutions January 2015 - Present
Cover Oregon March 2014 - Present
State of North Caroline Medicaid Processing September 2013 - March 2014
State of Hawaii June 2013 - August 2013
Province of British Columbia April 2009 - March 2013
Department of Immigration and Citizenship January 2007 - April 2009
New York Life March 2006 - November 2006
Georgia Technology Authority March 2004 - October 2005
GE Energy Services 2001 - 2002
Business Re-Engineering Group 1991 - 2002
Skills
Oracle Policy Automation, Business Rules..., Governance, Business Process..., Requirements Analysis, Business Process Design, Business Process, Business Analysis, Business Transformation, Solution Architecture, Business Process..., Change Management, Enterprise Architecture, Integration, SOA, Oracle, Program Management, Software Project..., IT Strategy
Education
Florida State University 1967 — 1971
BS - Math, Honors - Computer Science
Florida State University
First Honors Student in Computer Science - cum laude with BS in Math, Computer Science
Eileen James's New York Life Experience April 2010 - April 2012
Job UI/UX Developer at Broadridge Financial Solutions
Industry Online Media
Experience
Broadridge Financial Solutions April 2013 - Present
Harry Fox Agency April 2012 - April 2013
Broadridge Financial Solutions April 2012 - August 2012
NEW YORK LIFE April 2010 - April 2012
Canon, Inc. September 2008 - November 2008
CANON September 2008 - November 2008
Nikon December 2007 - March 2008
Nikon December 2007 - March 2008
Publishers Clearing House March 2004 - February 2005
Publishers Clearing House March 2004 - February 2005
Skills
Dreamweaver, CSS, jQuery, Web Design, Flash, User Interface Design, Web Development, JavaScript, XHTML, HTML, Adobe Creative Suite, Google Analytics, CMS, User Interface, Photoshop, Adobe Fireworks, Graphic Design, Wireframes, Graphics, Multimedia, Front-end Development
Education
Long Island University, Southampton Campus 1984 — 1985
AAS, Graphic Design
Fashion Institute of Technology
Fashion illustration, buying and merchandise
Long Island University
Graphic Design
Nassau Community College
A.A.S, Merchandising
Broadridge Financial Solutions April 2013 - Present
Harry Fox Agency April 2012 - April 2013
Broadridge Financial Solutions April 2012 - August 2012
NEW YORK LIFE April 2010 - April 2012
Canon, Inc. September 2008 - November 2008
CANON September 2008 - November 2008
Nikon December 2007 - March 2008
Nikon December 2007 - March 2008
Publishers Clearing House March 2004 - February 2005
Publishers Clearing House March 2004 - February 2005
Skills
Dreamweaver, CSS, jQuery, Web Design, Flash, User Interface Design, Web Development, JavaScript, XHTML, HTML, Adobe Creative Suite, Google Analytics, CMS, User Interface, Photoshop, Adobe Fireworks, Graphic Design, Wireframes, Graphics, Multimedia, Front-end Development
Education
Long Island University, Southampton Campus 1984 — 1985
AAS, Graphic Design
Fashion Institute of Technology
Fashion illustration, buying and merchandise
Long Island University
Graphic Design
Nassau Community College
A.A.S, Merchandising
Nick Vasiliadis Nick Vasiliadis's New York Life Experience August 2004 - July 2010
Job CEO at Minerva Foods LLC
Industry Financial Services
Experience
Minerva Foods July 2010 - Present
New York Life August 2004 - July 2010
Ferris, Baker Watts 2002 - 2004
Morgan Stanley December 1999 - October 2001
Skills
Management, Leadership, Analysis, Finance, Investments, Financial Planning, Portfolio Management, Insurance, Strategic Planning, Risk Management, Strategic Financial..., Asset Managment, Tax, Wealth Management
Education
Georgetown University 2003 — 2004
University of Maryland Baltimore County 1994 — 1997
BA, Economics
Archbishop Curley High School 1986 — 1990
Minerva Foods July 2010 - Present
New York Life August 2004 - July 2010
Ferris, Baker Watts 2002 - 2004
Morgan Stanley December 1999 - October 2001
Skills
Management, Leadership, Analysis, Finance, Investments, Financial Planning, Portfolio Management, Insurance, Strategic Planning, Risk Management, Strategic Financial..., Asset Managment, Tax, Wealth Management
Education
Georgetown University 2003 — 2004
University of Maryland Baltimore County 1994 — 1997
BA, Economics
Archbishop Curley High School 1986 — 1990
Adrian Bolkun Adrian Bolkun's New York Life Experience January 2010 - January 2011
Job Property Manager at West Side Property Management Corp.
Industry Real Estate
Experience
Jakobson Properties, LLC September 2014 - October 2014
Marcus & Millichap September 2012 - June 2014
Luminous Designs January 2009 - June 2013
A&R PROPERTIES March 2009 - June 2011
New York Life January 2010 - January 2011
Sears, Roebuck and Co January 2008 - January 2010
Skills
Microsoft Office, Microsoft Word, Martin Light Jockey, MLS, Adobe Creative Suite, Adobe Acrobat, Microsoft Excel, Lexus Nexis, Commercial Real Estate, Research, Customer Service, Property Management, Social Media Marketing, PowerPoint
Education
New York University SCPS 2012 — 2013
Commercial Property Management, Commercial Property Management, 4.0
Farmingdale State University of New York 2007 — 2011
Professional Communications, Communication, Journalism, and Related Programs
Jakobson Properties, LLC September 2014 - October 2014
Marcus & Millichap September 2012 - June 2014
Luminous Designs January 2009 - June 2013
A&R PROPERTIES March 2009 - June 2011
New York Life January 2010 - January 2011
Sears, Roebuck and Co January 2008 - January 2010
Skills
Microsoft Office, Microsoft Word, Martin Light Jockey, MLS, Adobe Creative Suite, Adobe Acrobat, Microsoft Excel, Lexus Nexis, Commercial Real Estate, Research, Customer Service, Property Management, Social Media Marketing, PowerPoint
Education
New York University SCPS 2012 — 2013
Commercial Property Management, Commercial Property Management, 4.0
Farmingdale State University of New York 2007 — 2011
Professional Communications, Communication, Journalism, and Related Programs
Tom Bello Jr. Tom Bello Jr.'s New York Life Experience June 2007 - September 2009
Job Professional Medical Representative at Exact Sciences
Industry Hospital & Health Care
Experience
Exact Sciences January 2015 - Present
BioReference Laboratories October 2013 - December 2014
Healthfirst October 2009 - September 2013
New York Life June 2007 - September 2009
New York Life May 2006 - May 2007
MetroStars May 2005 - November 2005
Skills
Disability Insurance, Life Insurance, Long-term Care, Marketing, Event Planning, Insurance, Social Networking, Retirement Planning, Customer Service, Small Business, Social Media Marketing, Health Insurance, Employee Benefits, Retirement, Spanish, Direct Sales, Fixed Annuities, Cold Calling, Sales, Leadership, Customer Retention, Medicare, Account Management, Management
Education
Florida International University - College of Business
Bachelor of Business Administration (B.B.A.), International Business
Exact Sciences January 2015 - Present
BioReference Laboratories October 2013 - December 2014
Healthfirst October 2009 - September 2013
New York Life June 2007 - September 2009
New York Life May 2006 - May 2007
MetroStars May 2005 - November 2005
Skills
Disability Insurance, Life Insurance, Long-term Care, Marketing, Event Planning, Insurance, Social Networking, Retirement Planning, Customer Service, Small Business, Social Media Marketing, Health Insurance, Employee Benefits, Retirement, Spanish, Direct Sales, Fixed Annuities, Cold Calling, Sales, Leadership, Customer Retention, Medicare, Account Management, Management
Education
Florida International University - College of Business
Bachelor of Business Administration (B.B.A.), International Business
Daniel O'Brien Daniel O'Brien's New York Life Experience April 2006 - Present
Job Vice President at New York Life
Industry Insurance
Experience
New York Life April 2006 - Present
PIMA 2005 - Present
Hartford Life January 2000 - April 2006
Hartford Life April 1997 - January 2000
Aon Consulting May 1994 - April 1997
New York Life May 1991 - June 1994
Skills
Insurance, Life Insurance, Disability Insurance, Health Insurance, Underwriting, Employee Benefits, Marketing, Long-term Care, Account Management, Fixed Annuities, New Business Development, Sales, Call Centers, Term Life Insurance, Brokers, Financial Services, Retirement, Property & Casualty...
Education
Hofstra University 1987 — 1991
BBA, Management
New York Life April 2006 - Present
PIMA 2005 - Present
Hartford Life January 2000 - April 2006
Hartford Life April 1997 - January 2000
Aon Consulting May 1994 - April 1997
New York Life May 1991 - June 1994
Skills
Insurance, Life Insurance, Disability Insurance, Health Insurance, Underwriting, Employee Benefits, Marketing, Long-term Care, Account Management, Fixed Annuities, New Business Development, Sales, Call Centers, Term Life Insurance, Brokers, Financial Services, Retirement, Property & Casualty...
Education
Hofstra University 1987 — 1991
BBA, Management
Abigail McBride's New York Life Experience May 2011 - August 2011
Job LMS Coordinator at Stryker
Industry Accounting
Experience
Stryker June 2014 - Present
SWAT Fitness Club May 2012 - September 2014
Stryker January 2014 - June 2014
Stryker February 2013 - September 2013
GVSU Pew Campus Security August 2011 - April 2012
Master's Finacial Group January 2011 - April 2012
New York Life May 2011 - August 2011
SWAT Fitness Club May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Customer Service, Accounts Payable, Time Management, Invoicing, Financial Analysis, Account Reconciliation, Access, Accounts Receivable, Data Entry, Financial Accounting, Research, Financial Reporting, Sales, Outlook, Teamwork
Education
Grand Valley State University 2008 — 2012
Bachelor's degree, Accounting and Finance
Mattawan High School 2005 — 2008
Stryker June 2014 - Present
SWAT Fitness Club May 2012 - September 2014
Stryker January 2014 - June 2014
Stryker February 2013 - September 2013
GVSU Pew Campus Security August 2011 - April 2012
Master's Finacial Group January 2011 - April 2012
New York Life May 2011 - August 2011
SWAT Fitness Club May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Customer Service, Accounts Payable, Time Management, Invoicing, Financial Analysis, Account Reconciliation, Access, Accounts Receivable, Data Entry, Financial Accounting, Research, Financial Reporting, Sales, Outlook, Teamwork
Education
Grand Valley State University 2008 — 2012
Bachelor's degree, Accounting and Finance
Mattawan High School 2005 — 2008
Thomas Goddard Thomas Goddard's New York Life Experience 1994 - 1998
Job CEO, Integral Healthcare Solutions, LLC
Industry Management Consulting
Experience
Integral Healthcare Solutions, LLC December 2001 - Present
Booz Allen Hamilton July 2005 - May 2006
Center for Health Policy Studies/CHPS Consulting August 2000 - December 2001
URAC January 1999 - May 2000
NYLCare Health Plans of the Mid-Atlantic November 1994 - May 1998
New York Life 1994 - 1998
NYLCare 1994 - 1998
National Association of Insurance Commissioners September 1990 - November 1994
Goddard Public Affairs Corporation July 1986 - September 1990
Alliance for Consumer Rights November 1985 - July 1986
Skills
Medicaid, Medicare, Management, Business Process..., Organizational..., URAC, NCQA, Accreditation, Healthcare, Healthcare Consulting, Program Management, Organizational..., Health Policy, Leadership, Training, Managed Care, Government, Healthcare Management, Strategic Planning, Executive Coaching, Consulting, Change Management, Workshop Facilitation, Leadership Development, Quality Improvement, Utilization Review, Policy, Disease Management, PPO, Healthcare Industry, Physicians, Nonprofits, Physician Relations, Credentialing, Utilization Management, Performance Improvement, Revenue Cycle, HIPAA, Health Information..., Executive Management, Informatics, Executive Development, EHR, HMO, Medical Compliance, Healthcare Information..., Health Insurance, Medicaid Managed Care, EMR, Home Care
Education
George Mason University 1993 — 2004
Ph.D., Industrial and Organizational Psychology
George Mason University 1993 — 1995
M.A., Industrial and Organizational Psychology
University of Arizona, James E. Rogers College of Law 1976 — 1979
J.D., Law
University of Arizona 1972 — 1976
B.A., Political Science
Integral Healthcare Solutions, LLC December 2001 - Present
Booz Allen Hamilton July 2005 - May 2006
Center for Health Policy Studies/CHPS Consulting August 2000 - December 2001
URAC January 1999 - May 2000
NYLCare Health Plans of the Mid-Atlantic November 1994 - May 1998
New York Life 1994 - 1998
NYLCare 1994 - 1998
National Association of Insurance Commissioners September 1990 - November 1994
Goddard Public Affairs Corporation July 1986 - September 1990
Alliance for Consumer Rights November 1985 - July 1986
Skills
Medicaid, Medicare, Management, Business Process..., Organizational..., URAC, NCQA, Accreditation, Healthcare, Healthcare Consulting, Program Management, Organizational..., Health Policy, Leadership, Training, Managed Care, Government, Healthcare Management, Strategic Planning, Executive Coaching, Consulting, Change Management, Workshop Facilitation, Leadership Development, Quality Improvement, Utilization Review, Policy, Disease Management, PPO, Healthcare Industry, Physicians, Nonprofits, Physician Relations, Credentialing, Utilization Management, Performance Improvement, Revenue Cycle, HIPAA, Health Information..., Executive Management, Informatics, Executive Development, EHR, HMO, Medical Compliance, Healthcare Information..., Health Insurance, Medicaid Managed Care, EMR, Home Care
Education
George Mason University 1993 — 2004
Ph.D., Industrial and Organizational Psychology
George Mason University 1993 — 1995
M.A., Industrial and Organizational Psychology
University of Arizona, James E. Rogers College of Law 1976 — 1979
J.D., Law
University of Arizona 1972 — 1976
B.A., Political Science
Josh Benedict, LUTCF, CLTC Josh Benedict, LUTCF, CLTC's New York Life Experience March 2005 - March 2010
Job Personal Financial Representative
Industry Financial Services
Experience
Allstate Financial Services March 2010 - Present
New York Life March 2005 - March 2010
Avaya November 2003 - February 2005
Gardner-Webb University July 2003 - November 2003
Gardner-Webb University July 2003 - November 2003
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Business, Public Speaking, Customer Service, Insurance, Event Planning, Microsoft Office, Fundraising, Strategic Planning, Team Building, Teaching, Leadership, Event Management, Sales, Non-profits, Coaching, Marketing, Financial Analysis, Life Insurance, Finance, Long Term Care Insurance, Fixed Annuities, Roth IRA, IRAs, 401k Rollovers, Series 6, Disability Insurance, Portfolio Management, Employee Benefits, Health Insurance, Long-term Care, Term Life Insurance, Financial Services, Permanent Life Insurance, Variable Annuities, College Savings Plans, Series 63, 401k, Indexed Annuities, Universal Life, Key Person Insurance, Management, Retirement Planning
Education
Gardner-Webb University 1998 — 2003
Bachelor of Science, Sports Management
Voorheesville High School 1996 — 1998
High School Diploma
Greenville High School 1994 — 1996
Allstate Financial Services March 2010 - Present
New York Life March 2005 - March 2010
Avaya November 2003 - February 2005
Gardner-Webb University July 2003 - November 2003
Gardner-Webb University July 2003 - November 2003
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Business, Public Speaking, Customer Service, Insurance, Event Planning, Microsoft Office, Fundraising, Strategic Planning, Team Building, Teaching, Leadership, Event Management, Sales, Non-profits, Coaching, Marketing, Financial Analysis, Life Insurance, Finance, Long Term Care Insurance, Fixed Annuities, Roth IRA, IRAs, 401k Rollovers, Series 6, Disability Insurance, Portfolio Management, Employee Benefits, Health Insurance, Long-term Care, Term Life Insurance, Financial Services, Permanent Life Insurance, Variable Annuities, College Savings Plans, Series 63, 401k, Indexed Annuities, Universal Life, Key Person Insurance, Management, Retirement Planning
Education
Gardner-Webb University 1998 — 2003
Bachelor of Science, Sports Management
Voorheesville High School 1996 — 1998
High School Diploma
Greenville High School 1994 — 1996
Nick Smaldino Nick Smaldino's New York Life Experience March 1982 - Present
Job Financial Professional at New York Life
Industry Insurance
Experience
New York Life March 1982 - Present
Western Plumbing June 1976 - January 1982
Skills
Retirement Planning, Insurance, Small Business, Agents, Employee Benefits, Long Term Care, Retirement, Financial Planning, Health Insurance, Disability Insurance, Investments, Annuities, Financial Analysis, 401k, Estate Planning, Funding, Wealth, Benefits, Group Benefits, Asset Management, Long-term Care, Fixed Annuities, Long Term Care Insurance, Strategic Financial..., Term Life Insurance, Health Savings Accounts, IRAs, Brokers, Underwriting, Series 7, Commercial Insurance, Investment Management, Claim, Dentistry, Asset Protection, Accident, Mortgage Lending, Portfolio Management, Life, Managed Care
Education
Fresno City College 1977 — 1980
AA, Liberal Arts
Hoover High School 1974 — 1976
New York Life March 1982 - Present
Western Plumbing June 1976 - January 1982
Skills
Retirement Planning, Insurance, Small Business, Agents, Employee Benefits, Long Term Care, Retirement, Financial Planning, Health Insurance, Disability Insurance, Investments, Annuities, Financial Analysis, 401k, Estate Planning, Funding, Wealth, Benefits, Group Benefits, Asset Management, Long-term Care, Fixed Annuities, Long Term Care Insurance, Strategic Financial..., Term Life Insurance, Health Savings Accounts, IRAs, Brokers, Underwriting, Series 7, Commercial Insurance, Investment Management, Claim, Dentistry, Asset Protection, Accident, Mortgage Lending, Portfolio Management, Life, Managed Care
Education
Fresno City College 1977 — 1980
AA, Liberal Arts
Hoover High School 1974 — 1976
david watley david watley's New York Life Experience January 2000 - Present
Job Agent at New York Life
Industry Insurance
Experience
New York Life January 2000 - Present
Skills
Life Insurance, Disability Insurance, Insurance, Health Insurance
Education
Harding University 1980 — 1984
BA, Business Management
New York Life January 2000 - Present
Skills
Life Insurance, Disability Insurance, Insurance, Health Insurance
Education
Harding University 1980 — 1984
BA, Business Management
Robert Ellwanger Robert Ellwanger's New York Life Experience March 1992 - Present
Job CVP at New York Life
Industry Insurance
Experience
New York Life March 1992 - Present
New York Life Insurance Company June 1978 - April 2015
St. Joseph's High School September 1974 - June 1978
Skills
Estate Planning, Fixed Annuities, Leadership Development, Insurance, Retirement Planning, Cost Down, Leadership, Retirement, Strategic Financial..., Coaching, Life Insurance, Long-term Care, Disability Insurance, Financial Services, Financial Advisory, Long Term Care Insurance, Investments, Human Resource..., Series 6, IRAs, Term Life Insurance, College Savings Plans
Education
Pace University - Lubin School of Business 1987 — 1989
MBA, Executive MBA
Fordham University 1976 — 1979
MA, Religion & Religious Education
Fordham University 1970 — 1974
New York Life March 1992 - Present
New York Life Insurance Company June 1978 - April 2015
St. Joseph's High School September 1974 - June 1978
Skills
Estate Planning, Fixed Annuities, Leadership Development, Insurance, Retirement Planning, Cost Down, Leadership, Retirement, Strategic Financial..., Coaching, Life Insurance, Long-term Care, Disability Insurance, Financial Services, Financial Advisory, Long Term Care Insurance, Investments, Human Resource..., Series 6, IRAs, Term Life Insurance, College Savings Plans
Education
Pace University - Lubin School of Business 1987 — 1989
MBA, Executive MBA
Fordham University 1976 — 1979
MA, Religion & Religious Education
Fordham University 1970 — 1974
JuanCarlos Pinto JuanCarlos Pinto's New York Life Experience March 2009 - May 2011
Job Private Banker at J.P. Morgan Chase
Industry Financial Services
Experience
Chase Investment Services Corp. June 2011 - April 2012
New York Life March 2009 - May 2011
City of San Jose 2001 - 2009
Cisco Systems 2008 - 2008
Silicon Valley Bank 2007 - 2007
San Jose State University 2007 - 2007
Tuzona.com September 1999 - December 2000
Education
San Jose State University 2006 — 2008
Bachelor, Finance & International Business
Evergreen Valley College 2001 — 2003
Associate, Business Administration
Chase Investment Services Corp. June 2011 - April 2012
New York Life March 2009 - May 2011
City of San Jose 2001 - 2009
Cisco Systems 2008 - 2008
Silicon Valley Bank 2007 - 2007
San Jose State University 2007 - 2007
Tuzona.com September 1999 - December 2000
Education
San Jose State University 2006 — 2008
Bachelor, Finance & International Business
Evergreen Valley College 2001 — 2003
Associate, Business Administration
Edward Twomey Edward Twomey's New York Life Experience 1969 - 2006
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
New York Life 1969 - 2006
Education
Fordham University 1970 — 1974
BS, Business Administration
New York Life 1969 - 2006
Education
Fordham University 1970 — 1974
BS, Business Administration
William Hart II William Hart II's New York Life Experience August 2008 - October 2009
Job Plant Manager
Industry Automotive
Experience
Mayco International July 2010 - Present
William Hart Financial Strategies October 2009 - August 2010
New York Life August 2008 - October 2009
Cignett LLC 2007 - 2008
Plastic Omnium 2005 - 2007
Collins and Aikman 2005 - 2005
Venture 2002 - 2004
Peguform 2000 - 2002
Venture 1996 - 2000
Skills
5S, Budgets, Business Planning, Business Strategy, Continuous Improvement, Customer Service, Employee Benefits, Engineering, Finance, Financial Analysis, Injection Molding, Investments, Kaizen, Leadership, Lean Manufacturing, Management, Manufacturing, Microsoft Excel, Microsoft Office, Operations Management, Process Improvement, Product Development, Program Management, Sales, Sales Management, Six Sigma, Strategic Financial..., Strategic Planning, Team Building, Wealth Management
Education
Rochester College 2002 — 2003
Business
Grand Rapids Community College 1998 — 2000
Business
Mayco International July 2010 - Present
William Hart Financial Strategies October 2009 - August 2010
New York Life August 2008 - October 2009
Cignett LLC 2007 - 2008
Plastic Omnium 2005 - 2007
Collins and Aikman 2005 - 2005
Venture 2002 - 2004
Peguform 2000 - 2002
Venture 1996 - 2000
Skills
5S, Budgets, Business Planning, Business Strategy, Continuous Improvement, Customer Service, Employee Benefits, Engineering, Finance, Financial Analysis, Injection Molding, Investments, Kaizen, Leadership, Lean Manufacturing, Management, Manufacturing, Microsoft Excel, Microsoft Office, Operations Management, Process Improvement, Product Development, Program Management, Sales, Sales Management, Six Sigma, Strategic Financial..., Strategic Planning, Team Building, Wealth Management
Education
Rochester College 2002 — 2003
Business
Grand Rapids Community College 1998 — 2000
Business
Phillip Sausto Phillip Sausto's New York Life Experience April 2013 - July 2013
Job IT Infrastructure Program Manager
Industry Information Technology and Services
Experience
Microsoft August 2013 - Present
New York Life April 2013 - July 2013
AXA Equitable October 2009 - April 2013
MetLife February 2001 - April 2009
TekServ July 1991 - February 2001
Citicorp 1984 - 1991
Skills
Vendor Management, Enterprise Architecture, IT Management, ITIL, Program Management, Enterprise IT..., Enterprise Content..., Infrastructure..., IT Strategy, Business Continuity, Business Process..., Business Process, Data Center, Analysis, Cross-functional Team..., Disaster Recovery, Enterprise Software, Governance, IT Service Management, Information Technology, Infrastructure, Outsourcing, PMO, Project Delivery, Project Management, Project Portfolio..., Resource Management, Service Delivery, Service Management, Solution Architecture, Strategy, Cloud Computing, Integration, Management, SharePoint, Virtualization, Strategic Planning, Agile Project Management, IT Outsourcing, PMP, Requirements Gathering, SDLC, Leadership
Education
Fordham University
BS
Saint John's University
MBA
Microsoft August 2013 - Present
New York Life April 2013 - July 2013
AXA Equitable October 2009 - April 2013
MetLife February 2001 - April 2009
TekServ July 1991 - February 2001
Citicorp 1984 - 1991
Skills
Vendor Management, Enterprise Architecture, IT Management, ITIL, Program Management, Enterprise IT..., Enterprise Content..., Infrastructure..., IT Strategy, Business Continuity, Business Process..., Business Process, Data Center, Analysis, Cross-functional Team..., Disaster Recovery, Enterprise Software, Governance, IT Service Management, Information Technology, Infrastructure, Outsourcing, PMO, Project Delivery, Project Management, Project Portfolio..., Resource Management, Service Delivery, Service Management, Solution Architecture, Strategy, Cloud Computing, Integration, Management, SharePoint, Virtualization, Strategic Planning, Agile Project Management, IT Outsourcing, PMP, Requirements Gathering, SDLC, Leadership
Education
Fordham University
BS
Saint John's University
MBA
Nowell Henry Nowell Henry's New York Life Experience 2001 - August 2002
Job Sr. Data Warehouse Architect & Developer,
Industry Information Technology and Services
Experience
Thermo Fisher Scientific October 2012 - Present
SAIC July 2010 - October 2012
Board of Regents, University System of Georgia October 2008 - June 2010
Toyota August 2002 - October 2008
New York Life 2001 - August 2002
Faber Consulting 1999 - 2001
Oracle 1998 - 1999
Skills
Data Warehousing, ETL, Oracle, PL/SQL, Informatica, Data Modeling, Unix, Data Migration, Integration, ITIL, Databases, DB2, Unix Shell Scripting, Solaris, SOA, Software Development, Business Analysis, Linux, Database Administration, Shell Scripting
Education
Florida Institute of Technology 1993 — 1998
Bachelor of Science (B.S.), Computer Engineering
Thermo Fisher Scientific October 2012 - Present
SAIC July 2010 - October 2012
Board of Regents, University System of Georgia October 2008 - June 2010
Toyota August 2002 - October 2008
New York Life 2001 - August 2002
Faber Consulting 1999 - 2001
Oracle 1998 - 1999
Skills
Data Warehousing, ETL, Oracle, PL/SQL, Informatica, Data Modeling, Unix, Data Migration, Integration, ITIL, Databases, DB2, Unix Shell Scripting, Solaris, SOA, Software Development, Business Analysis, Linux, Database Administration, Shell Scripting
Education
Florida Institute of Technology 1993 — 1998
Bachelor of Science (B.S.), Computer Engineering
Joe Lehman Joe Lehman's New York Life Experience 2012 - Present
Job Registered Representative Financial Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life 2012 - Present
Skills
Long-term Care, Public Speaking, Financial Planning, Customer Service, Insurance, Wealth Management, 401k Rollovers, Wealth Accumulation, Tax Free Income, IRAs, Strategic Financial..., Retirement Plan..., College Funding..., Income Protection, Roth IRA, Asset Protection, Wealth Accumulation..., 403 b, Sales, PowerPoint, Microsoft Excel
Education
Eureka College 2008 — 2010
Bachelor of Arts (BA) - Business/Finance
Illinois Central College 2006 — 2008
Peoria Christian High School 2002 — 2006
New York Life 2012 - Present
Skills
Long-term Care, Public Speaking, Financial Planning, Customer Service, Insurance, Wealth Management, 401k Rollovers, Wealth Accumulation, Tax Free Income, IRAs, Strategic Financial..., Retirement Plan..., College Funding..., Income Protection, Roth IRA, Asset Protection, Wealth Accumulation..., 403 b, Sales, PowerPoint, Microsoft Excel
Education
Eureka College 2008 — 2010
Bachelor of Arts (BA) - Business/Finance
Illinois Central College 2006 — 2008
Peoria Christian High School 2002 — 2006
Thomas Lucash's New York Life Experience July 2005 - Present
Job Director Investment Specialist @ New York Life
Industry Financial Services
Experience
New York Life July 2005 - Present
New York Life November 2009 - June 2011
New York Life July 2005 - November 2009
Morgan Stanley June 2003 - January 2005
Skills
Investments, Fixed Annuities, Series 7, Mutual Funds, Asset Allocation, IRAs, Retirement Planning, Series 63, Series 65, Financial Advisory, Investment Strategies, Variable Annuities, 401k Rollovers, College Savings Plans, Roth IRA, 529 Plans, Wealth Accumulation, Retirement, Personal Financial..., Income Protection, Annuity Sales, Simple IRA, Retirement Plan..., Qualified Retirement..., College Funding..., Securities, Strategic Financial...
Education
Fairfield University 1999 — 2003
BS, Finance
The American College
RICP, Financial Planning and Services
New York Life July 2005 - Present
New York Life November 2009 - June 2011
New York Life July 2005 - November 2009
Morgan Stanley June 2003 - January 2005
Skills
Investments, Fixed Annuities, Series 7, Mutual Funds, Asset Allocation, IRAs, Retirement Planning, Series 63, Series 65, Financial Advisory, Investment Strategies, Variable Annuities, 401k Rollovers, College Savings Plans, Roth IRA, 529 Plans, Wealth Accumulation, Retirement, Personal Financial..., Income Protection, Annuity Sales, Simple IRA, Retirement Plan..., Qualified Retirement..., College Funding..., Securities, Strategic Financial...
Education
Fairfield University 1999 — 2003
BS, Finance
The American College
RICP, Financial Planning and Services
Miguel Atilano Miguel Atilano's New York Life Experience January 2015 — September 2016
Job New York Life Insurance Company
Industry Financial Services
Experience
Morgan Stanley January 2012 — December 2014
New York Life January 2015 — September 2016
Capital Financial Planners September 2016 — Present
Education
Stanford University 2012 — 2014
Masters in Economics and Finance, International Economics
George Mason University 2005 — 2008
Bachelor's of Psychology, Psychology
Morgan Stanley January 2012 — December 2014
New York Life January 2015 — September 2016
Capital Financial Planners September 2016 — Present
Education
Stanford University 2012 — 2014
Masters in Economics and Finance, International Economics
George Mason University 2005 — 2008
Bachelor's of Psychology, Psychology
Tom Carluccio, Jr. Tom Carluccio, Jr.'s New York Life Experience June 2005 - April 2006
Job CEO at Octane, Inc.
Industry Marketing and Advertising
Experience
Octane, Inc. May 2014 - Present
eLayaway May 2012 - April 2014
eLayaway September 2011 - May 2012
eLayaway September 2006 - September 2011
New York Life June 2005 - April 2006
Skills
Customer Service, Sales, Online Advertising, Marketing Strategy, E-commerce, New Business Development, Social Media Marketing, Strategic Planning, Social Media, Entrepreneurship, Analytics, Strategic Partnerships, Web Analytics, Account Management, Marketing, Marketing Communications, Customer Acquisition, Product Management, Project Management, Payments, Strategic Alliances, Process Analysis, Management, Business Process, Product Development, Leadership, Business Development, Strategy, Retail, Start-ups, Team Building, Operations Management
Education
Florida Atlantic University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Martin County High School
Octane, Inc. May 2014 - Present
eLayaway May 2012 - April 2014
eLayaway September 2011 - May 2012
eLayaway September 2006 - September 2011
New York Life June 2005 - April 2006
Skills
Customer Service, Sales, Online Advertising, Marketing Strategy, E-commerce, New Business Development, Social Media Marketing, Strategic Planning, Social Media, Entrepreneurship, Analytics, Strategic Partnerships, Web Analytics, Account Management, Marketing, Marketing Communications, Customer Acquisition, Product Management, Project Management, Payments, Strategic Alliances, Process Analysis, Management, Business Process, Product Development, Leadership, Business Development, Strategy, Retail, Start-ups, Team Building, Operations Management
Education
Florida Atlantic University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Martin County High School
Teri Miles's New York Life Experience 2015 - 2015
Job Aspiring Internet Marketing and New Media Professional at Full Sail University
Industry Internet
Experience
Obnoxious Renters 2015 - 2015
Obnoxious Renters 2015 - 2015
Obnoxious Renters 2015 - 2015
Obnoxious Renters 2015 - 2015
New York Life 2015 - 2015
Covenant Business Group 2014 - 2015
USA Benefits Group, American Health Underwriters, American Republic Insurance, American Medical Secu 2003 - 2014
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Google Docs, Social Media..., Email Marketing, Analytical Skills, Account Management, Creative Writing, Sage CRM, Skilled Multi-tasker, Website Updating, Presentation Skills, Marketing, Time Management, Communication, Visual Communication, Problem Solving, Social Media, Entrepreneurship, Interviewing Skills, Adaptation, Personal Development, Virtual Teams, Online Research, Forum Postings, Profile Building, Twitter, Small Business, Public Relations
Education
Full Sail University 2015 — 2017
Bachelor’s Degree, Internet Marketing and New Media, 3.5
Full Sail University
Obnoxious Renters 2015 - 2015
Obnoxious Renters 2015 - 2015
Obnoxious Renters 2015 - 2015
Obnoxious Renters 2015 - 2015
New York Life 2015 - 2015
Covenant Business Group 2014 - 2015
USA Benefits Group, American Health Underwriters, American Republic Insurance, American Medical Secu 2003 - 2014
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Google Docs, Social Media..., Email Marketing, Analytical Skills, Account Management, Creative Writing, Sage CRM, Skilled Multi-tasker, Website Updating, Presentation Skills, Marketing, Time Management, Communication, Visual Communication, Problem Solving, Social Media, Entrepreneurship, Interviewing Skills, Adaptation, Personal Development, Virtual Teams, Online Research, Forum Postings, Profile Building, Twitter, Small Business, Public Relations
Education
Full Sail University 2015 — 2017
Bachelor’s Degree, Internet Marketing and New Media, 3.5
Full Sail University
Jewel Ray Chaudhuri, Ph.D.'s New York Life Experience 1978 - 1983
Job I help female leaders move from selfdoubt to selfpower.
Industry Professional Training & Coaching
Experience
Power-Coeur Coaching June 2012 - Present
RC Consultants International, Inc. August 2004 - Present
New York Life Insurance January 1983 - June 2003
New York Life 1978 - 1983
Skills
Coaching, Large Group Facilitation, Instructional Design, Leadership Development, Executive Coaching, Organizational..., Management Development, Workshop Facilitation, Public Speaking, Leadership, Career Development, Career Counseling, Emotional Intelligence, Training, Nonprofits, Personal Development, Strategic Planning, Employee Training, Team Building, Life Coaching, Training Delivery, Presentation Coaching, Workshops, Management, Organizational..., 360 Feedback, Conflict Resolution, Business Coaching, Culture Change, Staff Development, Executive Development, Small Business, Succession Planning, Program Management, Management Consulting, MBTI, Motivational Speaking, Employee Engagement, Performance Management, Organizational Design, Change Management, Consulting, Strategy
Education
Fielding Graduate University 1996 — 2005
Ph.D., M.A., Human and Organization Systems
The New School 1978 — 1983
M.A., Human Resources Management and Development
Hofstra University
B.A., History
Power-Coeur Coaching June 2012 - Present
RC Consultants International, Inc. August 2004 - Present
New York Life Insurance January 1983 - June 2003
New York Life 1978 - 1983
Skills
Coaching, Large Group Facilitation, Instructional Design, Leadership Development, Executive Coaching, Organizational..., Management Development, Workshop Facilitation, Public Speaking, Leadership, Career Development, Career Counseling, Emotional Intelligence, Training, Nonprofits, Personal Development, Strategic Planning, Employee Training, Team Building, Life Coaching, Training Delivery, Presentation Coaching, Workshops, Management, Organizational..., 360 Feedback, Conflict Resolution, Business Coaching, Culture Change, Staff Development, Executive Development, Small Business, Succession Planning, Program Management, Management Consulting, MBTI, Motivational Speaking, Employee Engagement, Performance Management, Organizational Design, Change Management, Consulting, Strategy
Education
Fielding Graduate University 1996 — 2005
Ph.D., M.A., Human and Organization Systems
The New School 1978 — 1983
M.A., Human Resources Management and Development
Hofstra University
B.A., History
Michael Tanner Michael Tanner's New York Life Experience July 2008 - July 2011
Job We Sell Houses
Industry Transportation/Trucking/Railroad
Experience
Keller Williams August 2015 - Present
Unishippers May 2014 - Present
Pacific Capital Resource Group October 2013 - February 2014
New York Life Insurance Company July 2011 - September 2013
New York Life July 2008 - July 2011
New York Life Insurance June 2005 - June 2008
Northwest Christian Church May 2003 - May 2005
Adventure Christian Church June 2000 - May 2003
Skills
Insurance, 401k Rollovers, Public Speaking, Estate Planning, Leadership, Strategy, Team Building, Long-term Care, Retirement, Accounting, Nonprofits, Securities, Recruiting, Business Development, Training, Fixed Annuities, Long Term Care Insurance, Small Business, Retirement Planning, IRAs, Term Life Insurance, Life Insurance, Whole Life, Financial Services, 401k, Financial Planners, Disability Insurance, Series 6, Finance, Strategic Financial..., Wealth Accumulation, Management, Employee Benefits, Health Insurance, Investments, Cold Calling, Sales, Business Planning, Business Networking, CRM, Marketing, Customer Service
Education
Emmanuel School of Religion 1997 — 2000
M.Div., Theology
Hope International University 1991 — 1996
BA, Theology/Theological Studies
Keller Williams August 2015 - Present
Unishippers May 2014 - Present
Pacific Capital Resource Group October 2013 - February 2014
New York Life Insurance Company July 2011 - September 2013
New York Life July 2008 - July 2011
New York Life Insurance June 2005 - June 2008
Northwest Christian Church May 2003 - May 2005
Adventure Christian Church June 2000 - May 2003
Skills
Insurance, 401k Rollovers, Public Speaking, Estate Planning, Leadership, Strategy, Team Building, Long-term Care, Retirement, Accounting, Nonprofits, Securities, Recruiting, Business Development, Training, Fixed Annuities, Long Term Care Insurance, Small Business, Retirement Planning, IRAs, Term Life Insurance, Life Insurance, Whole Life, Financial Services, 401k, Financial Planners, Disability Insurance, Series 6, Finance, Strategic Financial..., Wealth Accumulation, Management, Employee Benefits, Health Insurance, Investments, Cold Calling, Sales, Business Planning, Business Networking, CRM, Marketing, Customer Service
Education
Emmanuel School of Religion 1997 — 2000
M.Div., Theology
Hope International University 1991 — 1996
BA, Theology/Theological Studies
Andre C Baraka Jr. Andre C Baraka Jr.'s New York Life Experience March 2007 - January 2010
Job Financial Planner at World Financial Group
Industry Financial Services
Experience
World Financial Group January 2010 - Present
New York Life March 2007 - January 2010
UBS Wealth Management September 2002 - December 2002
Hilliard Lyons September 2001 - December 2001
Vector Marketing May 2001 - September 2001
Skills
Licensed Life & Health..., Fixed Annuities, Insurance, Life Insurance, Investments, Employee Benefits, Retirement, Long-term Care, Estate Planning, Finance, IRAs, Sales, Financial Services, Disability Insurance, Term Life Insurance, Securities
Education
Jones International University 2004 — 2007
M.A., Business Communication
Hope College 1998 — 2002
B.A., Intercutural Communication
World Financial Group January 2010 - Present
New York Life March 2007 - January 2010
UBS Wealth Management September 2002 - December 2002
Hilliard Lyons September 2001 - December 2001
Vector Marketing May 2001 - September 2001
Skills
Licensed Life & Health..., Fixed Annuities, Insurance, Life Insurance, Investments, Employee Benefits, Retirement, Long-term Care, Estate Planning, Finance, IRAs, Sales, Financial Services, Disability Insurance, Term Life Insurance, Securities
Education
Jones International University 2004 — 2007
M.A., Business Communication
Hope College 1998 — 2002
B.A., Intercutural Communication
Jose Ramirez Jose Ramirez's New York Life Experience December 2007 - September 2009
Job Director, Operations at Bluum, Inc
Industry Internet
Experience
Bluum, Inc May 2012 - Present
Elite Soccer Training June 2003 - December 2010
New York Life December 2007 - September 2009
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2006 - February 2007
Skills
Coaching, Team Leadership, Marketing Strategy, Strategy, Social Media, Sales Process, Microsoft Office, Marketing Research, Management, Analysis, Direct Sales, Customer Service, Magento, Digital Marketing, Sales, Competitive Analysis, Spanish, Finance, Customer Relations, HTML, Kissmetrics, Organizational Behavior, Salesforce.com..., Dreamweaver, Photoshop, Entrepreneurship
Education
IE (Instituto de Empresa) 2011 — 2011
Masters in International Management, International Business
Muhlenberg College 2002 — 2006
Bachelor of Arts, Business Administration, and Spanish
Bluum, Inc May 2012 - Present
Elite Soccer Training June 2003 - December 2010
New York Life December 2007 - September 2009
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2006 - February 2007
Skills
Coaching, Team Leadership, Marketing Strategy, Strategy, Social Media, Sales Process, Microsoft Office, Marketing Research, Management, Analysis, Direct Sales, Customer Service, Magento, Digital Marketing, Sales, Competitive Analysis, Spanish, Finance, Customer Relations, HTML, Kissmetrics, Organizational Behavior, Salesforce.com..., Dreamweaver, Photoshop, Entrepreneurship
Education
IE (Instituto de Empresa) 2011 — 2011
Masters in International Management, International Business
Muhlenberg College 2002 — 2006
Bachelor of Arts, Business Administration, and Spanish
Christy (Clements) Johnson's New York Life Experience July 1987 - Present
Job Helping individuals in the greater Tulsa area develop a sound financial strategy
Industry Insurance
Experience
NYLIFE Securities LLC July 1987 - Present
New York Life July 1987 - Present
New York Life Insurance Company July 1987 - Present
health insurance 1995 - 2000
Skills
Retirement Planning, 401k Rollovers, Grandchild Gifting, Life Insurance, Lifetime Income..., Health Insurance
Education
Indiana University Bloomington 1963 — 1967
Bachelor's degree, Political Science and Government
Indiana University Bloomington
AB, Political Science and Government
NYLIFE Securities LLC July 1987 - Present
New York Life July 1987 - Present
New York Life Insurance Company July 1987 - Present
health insurance 1995 - 2000
Skills
Retirement Planning, 401k Rollovers, Grandchild Gifting, Life Insurance, Lifetime Income..., Health Insurance
Education
Indiana University Bloomington 1963 — 1967
Bachelor's degree, Political Science and Government
Indiana University Bloomington
AB, Political Science and Government
Dru Jones Dru Jones's New York Life Experience November 2003 - October 2005
Job Still making it tasty
Industry Restaurants
Experience
Boure` Restaurants LLC January 2013 - Present
Davidson College September 2010 - 2012
Sysco Foods October 2005 - January 2008
New York Life November 2003 - October 2005
Skills
Event Planning, Event Management, Customer Service, Social Media, Customer Relations
Education
Gardner-Webb University 2007 — 2007
post grad work, Statistics pre req for MBA
Johnson and Wales University 2002 — 2004
BS Management, Hospitality
University of Mississippi 1990 — 1994
Hospitality
Boure` Restaurants LLC January 2013 - Present
Davidson College September 2010 - 2012
Sysco Foods October 2005 - January 2008
New York Life November 2003 - October 2005
Skills
Event Planning, Event Management, Customer Service, Social Media, Customer Relations
Education
Gardner-Webb University 2007 — 2007
post grad work, Statistics pre req for MBA
Johnson and Wales University 2002 — 2004
BS Management, Hospitality
University of Mississippi 1990 — 1994
Hospitality
Robert Kowal Robert Kowal's New York Life Experience January 1998 - July 1999
Job Media and Marketing Professional
Industry Media Production
Experience
AM1240-WGBB January 2007 - Present
Canon USA March 2008 - Present
Educise Resources Inc. October 2005 - June 2010
Buchanan, Ingersoll and Rooney December 2000 - November 2007
AppliedTheory December 1999 - October 2000
Memorial Sloan-Kettering Cancer Center July 1999 - December 1999
New York Life January 1998 - July 1999
Astoria Federal Savings June 1997 - January 1998
Henry Schein February 1995 - June 1997
Skills
Advertising, Social Media, Marketing, Web Design, Social Networking, Video, Creative Direction, Public Relations, Web Content, Digital Media, Sports Writing, Digital Photography, Social Media Marketing, Web Project Management, New Media, Broadcast, Web Development, Photoshop, IT Operations, Radio, Management, Content Management, IT Management, Start-ups, Email Marketing, Online Marketing, Facebook, Digital Marketing, Content Strategy, Integrated Marketing, Digital Strategy, Trade Shows, Web Analytics, Editing, Premiere, Photography, Press Releases, Brand Development, Media Relations, Online Advertising, Sponsorship, Copywriting, SEO, Marketing Communications, Google Analytics, Marketing Strategy
Education
Hofstra University
Bachelor's Degree, Marketing
Farmingdale State University of New York
Associate's Degree, Business Administration
AM1240-WGBB January 2007 - Present
Canon USA March 2008 - Present
Educise Resources Inc. October 2005 - June 2010
Buchanan, Ingersoll and Rooney December 2000 - November 2007
AppliedTheory December 1999 - October 2000
Memorial Sloan-Kettering Cancer Center July 1999 - December 1999
New York Life January 1998 - July 1999
Astoria Federal Savings June 1997 - January 1998
Henry Schein February 1995 - June 1997
Skills
Advertising, Social Media, Marketing, Web Design, Social Networking, Video, Creative Direction, Public Relations, Web Content, Digital Media, Sports Writing, Digital Photography, Social Media Marketing, Web Project Management, New Media, Broadcast, Web Development, Photoshop, IT Operations, Radio, Management, Content Management, IT Management, Start-ups, Email Marketing, Online Marketing, Facebook, Digital Marketing, Content Strategy, Integrated Marketing, Digital Strategy, Trade Shows, Web Analytics, Editing, Premiere, Photography, Press Releases, Brand Development, Media Relations, Online Advertising, Sponsorship, Copywriting, SEO, Marketing Communications, Google Analytics, Marketing Strategy
Education
Hofstra University
Bachelor's Degree, Marketing
Farmingdale State University of New York
Associate's Degree, Business Administration
Eileen Agatstein's New York Life Experience May 2010 - July 2012
Job Physician Relationship Manager at Comfort Medical, LLC
Industry Medical Devices
Experience
Comfort Medical, LLC February 2015 - Present
Rezult Technology December 2013 - July 2014
SynergyLabs Veterinary Private Label February 2013 - December 2013
timetospa May 2012 - February 2013
New York Life May 2010 - July 2012
Valley Forge Fabrics March 2008 - May 2010
Skills
Marketing, Advertising, Fixed Annuities, Long-term Care, Sales, Disability Insurance, Life Insurance, Leadership, Cold Calling, Training, Direct Sales, Sales Management, Public Speaking, Trade Shows, Account Management, Team Building, Social Media Marketing, Marketing Strategy, Management, Negotiation, B2B, Public Relations, Customer Service, New Business Development, Pricing
Education
Florida Atlantic University 2006 — 2008
Bachelor of Science, Psychology
Florida State University 2003 — 2005
Associates of Arts, Psychology
Comfort Medical, LLC February 2015 - Present
Rezult Technology December 2013 - July 2014
SynergyLabs Veterinary Private Label February 2013 - December 2013
timetospa May 2012 - February 2013
New York Life May 2010 - July 2012
Valley Forge Fabrics March 2008 - May 2010
Skills
Marketing, Advertising, Fixed Annuities, Long-term Care, Sales, Disability Insurance, Life Insurance, Leadership, Cold Calling, Training, Direct Sales, Sales Management, Public Speaking, Trade Shows, Account Management, Team Building, Social Media Marketing, Marketing Strategy, Management, Negotiation, B2B, Public Relations, Customer Service, New Business Development, Pricing
Education
Florida Atlantic University 2006 — 2008
Bachelor of Science, Psychology
Florida State University 2003 — 2005
Associates of Arts, Psychology
David Scharff's New York Life Experience December 2009 - May 2013
Job Thorough financial services professional helping to protect businessses families in the Oakland Bay Area.
Industry Financial Services
Experience
Silver Transitions Financial & Insurance Solutions June 2013 - Present
New York Life December 2009 - May 2013
ADP TotalSource April 2006 - November 2009
Skills
Financial Services, Building Relationships, Estate Planning, Business Insurance..., Wealth Transfer..., Business Exit Strategy, Retirement Planning, Legacy Planning, Lifetime Income..., Life Insurance..., Buy-sell Agreements, Key Person Insurance, Supplements to Employee..., 401k, IRA Rollovers, Licensed in Long Term..., Gifting Strategies, Thought Leadership, Creative Problem Solving, Customer Service, Leadership, Investments, Management, Finance
Education
Golden Gate University 1983 — 1985
MBA, Sales & Marketing, Health Services Management
Trinity College-Hartford 1973 — 1977
B.A., Psychology
Silver Transitions Financial & Insurance Solutions June 2013 - Present
New York Life December 2009 - May 2013
ADP TotalSource April 2006 - November 2009
Skills
Financial Services, Building Relationships, Estate Planning, Business Insurance..., Wealth Transfer..., Business Exit Strategy, Retirement Planning, Legacy Planning, Lifetime Income..., Life Insurance..., Buy-sell Agreements, Key Person Insurance, Supplements to Employee..., 401k, IRA Rollovers, Licensed in Long Term..., Gifting Strategies, Thought Leadership, Creative Problem Solving, Customer Service, Leadership, Investments, Management, Finance
Education
Golden Gate University 1983 — 1985
MBA, Sales & Marketing, Health Services Management
Trinity College-Hartford 1973 — 1977
B.A., Psychology
Paulina De La Rosa Paulina De La Rosa's New York Life Experience May 2008 - August 2008
Job Asst. Operations Analyst, Visiting Nurse Service of New York
Industry Hospital & Health Care
Experience
Visiting Nurse Service of New York September 2012 - Present
Visiting Nurse Service of New York March 2010 - September 2012
Department of Investigation October 2008 - May 2009
New York Life May 2008 - August 2008
Neighborbee, Inc September 2007 - May 2008
Skills
Customer Service, Event Planning, Spanish, Research, Management, Business Analysis, Project Management, Vendor Relationships, Nonprofits, Fundraising, Marketing, Data Analysis, PowerPoint, Public Speaking, Microsoft Excel
Education
Mercy College 2012 — 2014
MBA, Management
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Visiting Nurse Service of New York September 2012 - Present
Visiting Nurse Service of New York March 2010 - September 2012
Department of Investigation October 2008 - May 2009
New York Life May 2008 - August 2008
Neighborbee, Inc September 2007 - May 2008
Skills
Customer Service, Event Planning, Spanish, Research, Management, Business Analysis, Project Management, Vendor Relationships, Nonprofits, Fundraising, Marketing, Data Analysis, PowerPoint, Public Speaking, Microsoft Excel
Education
Mercy College 2012 — 2014
MBA, Management
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Jim Duchene CFP, CLU Jim Duchene CFP, CLU's New York Life Experience 2003 - 2009
Job Financial Planner & Private Wealth Manager
Industry Financial Services
Experience
Sagemark Consulting / Lincoln Financial Advisors 2009 - Present
East Valley Mayors Prayer Breakfast 2013 - 2014
New York Life 2003 - 2009
Scottsdale Leadership 2005 - 2006
Shell Chemical Company 1990 - 2000
Skills
Estate Planning, 401k, Estate Tax Planning, Risk Management, Modern Portfolio Theory, Investment Portfolio..., CLU, Investment Strategies, Asset Allocation, Personal Financial..., Certified Financial..., Investment Advisory..., Wealth Management, Retirement Planning, Executive Benefits, Profit Sharing Plans, Retirement Income..., Life Insurance Trusts, CFP, Defined Benefit Plans, Charitable Trust...
Education
University of Houston 1990 — 1993
MS, Finance
Grove City College
BS Chemical Engineering
Sagemark Consulting / Lincoln Financial Advisors 2009 - Present
East Valley Mayors Prayer Breakfast 2013 - 2014
New York Life 2003 - 2009
Scottsdale Leadership 2005 - 2006
Shell Chemical Company 1990 - 2000
Skills
Estate Planning, 401k, Estate Tax Planning, Risk Management, Modern Portfolio Theory, Investment Portfolio..., CLU, Investment Strategies, Asset Allocation, Personal Financial..., Certified Financial..., Investment Advisory..., Wealth Management, Retirement Planning, Executive Benefits, Profit Sharing Plans, Retirement Income..., Life Insurance Trusts, CFP, Defined Benefit Plans, Charitable Trust...
Education
University of Houston 1990 — 1993
MS, Finance
Grove City College
BS Chemical Engineering
jeremiah logan jeremiah logan's New York Life Experience January 2004 - January 2007
Job
Industry Insurance
Experience
Aegis Communication Group January 2012 - Present
Easy Choice Health Plan of New York January 2011 - January 2012
Aflac January 2007 - January 2009
New York Life January 2004 - January 2007
Education
Communication 1999 — 2003
Bachelor of Arts, Communication and Media Studies
Fairfield University 1999 — 2003
BA, communication
Fairfield University 1999 — 2003
Bachelor of Arts (BA), Communication and Media Studies
Fairfield University 1999 — 2003
Bachelor of Arts, Communication and Media Studies
Aegis Communication Group January 2012 - Present
Easy Choice Health Plan of New York January 2011 - January 2012
Aflac January 2007 - January 2009
New York Life January 2004 - January 2007
Education
Communication 1999 — 2003
Bachelor of Arts, Communication and Media Studies
Fairfield University 1999 — 2003
BA, communication
Fairfield University 1999 — 2003
Bachelor of Arts (BA), Communication and Media Studies
Fairfield University 1999 — 2003
Bachelor of Arts, Communication and Media Studies
Philip Lowe Philip Lowe's New York Life Experience April 1985 - September 1988
Job President/CEO & Chief Investment Officer, Exodus Capital Management, LLC
Industry Investment Management
Experience
Exodus Capital Management, LLC. May 2004 - Present
Lowe & Associates Financial Group, LLC May 1992 - May 2004
Philip A. Lowe for Congress January 2001 - May 2001
Prudential Financial September 1988 - May 1992
New York Life April 1985 - September 1988
AIG Global Investment Group May 1984 - April 1985
Johnson & Higgins May 1982 - May 1984
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
Finance
Howard University 1978 — 1982
Accounting & Finance
Exodus Capital Management, LLC. May 2004 - Present
Lowe & Associates Financial Group, LLC May 1992 - May 2004
Philip A. Lowe for Congress January 2001 - May 2001
Prudential Financial September 1988 - May 1992
New York Life April 1985 - September 1988
AIG Global Investment Group May 1984 - April 1985
Johnson & Higgins May 1982 - May 1984
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
Finance
Howard University 1978 — 1982
Accounting & Finance
Debra Cobb Hansen Debra Cobb Hansen's New York Life Experience January 1972 - December 1976
Job Bridal Show Producer and Editor of Spectacular Bride
Industry Marketing and Advertising
Experience
Bridal Spectacular Events, Inc. March 1991 - Present
Wish Upon a Wedding June 2010 - 2012
Bridal Show Producers International October 1996 - May 2010
A Brides Bouquet Florist October 1980 - March 1991
The Flower Factory October 1980 - June 1989
Arthur Murray Dance Studio January 1976 - January 1980
New York Life January 1972 - December 1976
The Brides Shop January 1965 - August 1971
Skills
Magazines, Marketing, Event Planning, Weddings, Stage Management, Wedding Planning, Corporate Events, Sales, Social Media Marketing, Online Advertising, Outdoor Advertising, Publications, Publishing, Fashion Shows, Business Strategy, Small Business Marketing, Hospitality, Trade Shows, Event Management, Online Marketing, Marketing Strategy, Public Relations, Meeting Planning, Entertainment, Parties, Sponsorship, Social Networking
Education
University of South Florida 1974 — 1976
Hillsborough Community College 1973 — 1976
AA, Liberal Arts
Indian River Community College 1971 — 1972
Associates, Liberal Arts
Bridal Spectacular Events, Inc. March 1991 - Present
Wish Upon a Wedding June 2010 - 2012
Bridal Show Producers International October 1996 - May 2010
A Brides Bouquet Florist October 1980 - March 1991
The Flower Factory October 1980 - June 1989
Arthur Murray Dance Studio January 1976 - January 1980
New York Life January 1972 - December 1976
The Brides Shop January 1965 - August 1971
Skills
Magazines, Marketing, Event Planning, Weddings, Stage Management, Wedding Planning, Corporate Events, Sales, Social Media Marketing, Online Advertising, Outdoor Advertising, Publications, Publishing, Fashion Shows, Business Strategy, Small Business Marketing, Hospitality, Trade Shows, Event Management, Online Marketing, Marketing Strategy, Public Relations, Meeting Planning, Entertainment, Parties, Sponsorship, Social Networking
Education
University of South Florida 1974 — 1976
Hillsborough Community College 1973 — 1976
AA, Liberal Arts
Indian River Community College 1971 — 1972
Associates, Liberal Arts
Christine Saulsbury Christine Saulsbury's New York Life Experience August 2006 - January 2007
Job Senior Beauty Consultant at Mary Kay, Inc.
Industry Retail
Experience
Mary Kay, Inc. March 2009 - Present
NTN Buzztime, Inc August 2007 - May 2008
University of Phoenix February 2007 - June 2007
New York Life August 2006 - January 2007
Road Runner Sports September 2005 - May 2006
Reuben H. Fleet Science Center December 1999 - May 2005
Education
Grossmont College 2003 — 2005
Mary Kay, Inc. March 2009 - Present
NTN Buzztime, Inc August 2007 - May 2008
University of Phoenix February 2007 - June 2007
New York Life August 2006 - January 2007
Road Runner Sports September 2005 - May 2006
Reuben H. Fleet Science Center December 1999 - May 2005
Education
Grossmont College 2003 — 2005
Anita Height's New York Life Experience July 2006 - Present
Job manager at New York Life
Industry
Experience
New York Life July 2006 - Present
New York Life July 2006 - Present
Education
Harvard University 1995 — 1999
New York Life July 2006 - Present
New York Life July 2006 - Present
Education
Harvard University 1995 — 1999
Nancy Schaedel Nancy Schaedel's New York Life Experience 1901 - 1901
Job Solution Consultant at Axis Group
Industry Information Technology and Services
Experience
Axis Group October 2011 - Present
HSBC September 2006 - March 2011
McKesson Provider Technologies January 2005 - January 2006
Time Customer Service March 1992 - August 2000
Beneficial 1901 - 1901
New York Life 1901 - 1901
Skills
Microsoft Office, SharePoint, Access, Quality Center, Oracle, SQL*Plus, Erwin, SAS, Captiva, FileNet/Workplace XT, IAW - Imaging, MVS/JCL, Syncsort, Easytrieve Plus, DB2, COBOL, Assembler, TSO, Fileaid, Content Management, Easytrieve, Systems Analysis, Business Requirements, VSAM, Analysis of business...
Education
Chubb Institute of Technology
Computer Science
Georgetown University
Bachelor of Science, Mathematics
Axis Group October 2011 - Present
HSBC September 2006 - March 2011
McKesson Provider Technologies January 2005 - January 2006
Time Customer Service March 1992 - August 2000
Beneficial 1901 - 1901
New York Life 1901 - 1901
Skills
Microsoft Office, SharePoint, Access, Quality Center, Oracle, SQL*Plus, Erwin, SAS, Captiva, FileNet/Workplace XT, IAW - Imaging, MVS/JCL, Syncsort, Easytrieve Plus, DB2, COBOL, Assembler, TSO, Fileaid, Content Management, Easytrieve, Systems Analysis, Business Requirements, VSAM, Analysis of business...
Education
Chubb Institute of Technology
Computer Science
Georgetown University
Bachelor of Science, Mathematics
Dominique Wissmann's New York Life Experience May 2007 - Present
Job Corporate Vice President Information Systems at New York Life
Industry Insurance
Experience
New York Life May 2007 - Present
Thermo Fisher Scientific 2001 - 2007
Acuent Inc 1996 - 1998
Skills
Business Process..., Process Improvement, Web Development, Web Services, PHP, Java, Database Design, AJAX, Operational Excellence, Infrastructure Projects, Cloud Computing, Enterprise Content..., LAMP, Infrastructure, System Administration, Requirements Analysis, Integration, Disaster Recovery
Education
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1989 — 1991
New York Life May 2007 - Present
Thermo Fisher Scientific 2001 - 2007
Acuent Inc 1996 - 1998
Skills
Business Process..., Process Improvement, Web Development, Web Services, PHP, Java, Database Design, AJAX, Operational Excellence, Infrastructure Projects, Cloud Computing, Enterprise Content..., LAMP, Infrastructure, System Administration, Requirements Analysis, Integration, Disaster Recovery
Education
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1989 — 1991
Luke Murray Luke Murray's New York Life Experience June 2006 - June 2009
Job Founder at Aspire Benefit Services and MyBenefitsComparison.com
Industry Financial Services
Experience
Aspire Benefit Services December 2009 - Present
MyBenefitsComparison.com December 2009 - Present
New York Life June 2006 - June 2009
Lawhon & Associates 2006 - 2007
Skills
Disability Insurance, Insurance, Health Insurance, Individual Health..., Group Benefit Plans, Voluntary Employee..., Business Strategy, Life Insurance, Worksite Benefits, Dental Insurance, Vision Insurance, Employee Benefits, Entrepreneurship, Term Life Insurance, Strategic Partnerships, Fixed Annuities, Brokers, Accident, Long-term Care, Sales, Retirement, Retirement Planning, 401k, Health Savings Accounts, Universal Life, Financial Planners, Leadership, Whole Life, Financial Services, Critical Illness
Education
Green Mountain College 2002 — 2006
Beavercreek High School 1998 — 2001
Aspire Benefit Services December 2009 - Present
MyBenefitsComparison.com December 2009 - Present
New York Life June 2006 - June 2009
Lawhon & Associates 2006 - 2007
Skills
Disability Insurance, Insurance, Health Insurance, Individual Health..., Group Benefit Plans, Voluntary Employee..., Business Strategy, Life Insurance, Worksite Benefits, Dental Insurance, Vision Insurance, Employee Benefits, Entrepreneurship, Term Life Insurance, Strategic Partnerships, Fixed Annuities, Brokers, Accident, Long-term Care, Sales, Retirement, Retirement Planning, 401k, Health Savings Accounts, Universal Life, Financial Planners, Leadership, Whole Life, Financial Services, Critical Illness
Education
Green Mountain College 2002 — 2006
Beavercreek High School 1998 — 2001
Eathan Gleiner Eathan Gleiner's New York Life Experience March 2009 - Present
Job Financial Services Professional in Roanoke, VA
Industry Insurance
Experience
New York Life March 2009 - Present
Green Label Organic April 2007 - September 2008
Education
Guilford College 2002 — 2005
BA, Psychology, Religious Studies
New York Life March 2009 - Present
Green Label Organic April 2007 - September 2008
Education
Guilford College 2002 — 2005
BA, Psychology, Religious Studies
Scott Belliveau's New York Life Experience 1995 - 2005
Job Financial Advisor
Industry Financial Services
Experience
Belliveau Financial October 1995 - Present
Belliveau Financial October 1995 - Present
One Life America 2015 - 2015
new york life 1995 - 2005
new york life 1995 - 2005
new york life 1995 - 2005
new york life 1995 - 2005
Skills
Retirement Planning, Team Building, Negotiation, Strategic Planning, Budgets, Customer Service
Education
Framingham State College 1981 — 1989
Bachelor of Science in Business Administration (BBA), Finance and Financial Management Services
Belliveau Financial October 1995 - Present
Belliveau Financial October 1995 - Present
One Life America 2015 - 2015
new york life 1995 - 2005
new york life 1995 - 2005
new york life 1995 - 2005
new york life 1995 - 2005
Skills
Retirement Planning, Team Building, Negotiation, Strategic Planning, Budgets, Customer Service
Education
Framingham State College 1981 — 1989
Bachelor of Science in Business Administration (BBA), Finance and Financial Management Services
Matthew A. Waligora Matthew A. Waligora's New York Life Experience March 2009 - August 2009
Job Sales at Berger Chevrolet
Industry Automotive
Experience
Berger Chevrolet June 2015 - Present
Betten-Baker Chevrolet-Buick January 2015 - June 2015
The Sharpe Collection – BMW, Jaguar, Land Rover & MINI Cooper November 2014 - January 2015
Fox Ford / Fox Motors November 2013 - November 2014
Todd Wenzel Automotive August 2009 - September 2013
New York Life March 2009 - August 2009
Todd Wenzel Automotive August 2004 - March 2009
Todd Wenzel Automotive January 2002 - August 2004
Berger Chevrolet January 2000 - January 2002
Skills
Leadership, Sales Management, Sales, Customer Service, Automotive, Customer Satisfaction, Training, Direct Sales, Account Management, Marketing, Advertising, Event Planning, B2B, Customer Retention, CRM, Management, Business Development, Sales Process, Dealers, Vehicles, Dealer Management, Strategic Planning, New Business Development, Public Relations, Project Management, Team Leadership, Coaching, Business Strategy, Automotive Aftermarket, Microsoft Office, Sales Operations, Selling, Automobile, Time Management, Finance, Team Building, Business Planning, Cold Calling, Automotive Sales..., Gross Profit, Process Improvement, Recruiting, Strategy, Pricing, Profit, Negotiation, Marketing Strategy
Education
Grand Rapids Community College 1993 — 1994
Plastics and Polymer Engineering Technology/Technician
Forest Hills Central High School 1989 — 1993
Berger Chevrolet June 2015 - Present
Betten-Baker Chevrolet-Buick January 2015 - June 2015
The Sharpe Collection – BMW, Jaguar, Land Rover & MINI Cooper November 2014 - January 2015
Fox Ford / Fox Motors November 2013 - November 2014
Todd Wenzel Automotive August 2009 - September 2013
New York Life March 2009 - August 2009
Todd Wenzel Automotive August 2004 - March 2009
Todd Wenzel Automotive January 2002 - August 2004
Berger Chevrolet January 2000 - January 2002
Skills
Leadership, Sales Management, Sales, Customer Service, Automotive, Customer Satisfaction, Training, Direct Sales, Account Management, Marketing, Advertising, Event Planning, B2B, Customer Retention, CRM, Management, Business Development, Sales Process, Dealers, Vehicles, Dealer Management, Strategic Planning, New Business Development, Public Relations, Project Management, Team Leadership, Coaching, Business Strategy, Automotive Aftermarket, Microsoft Office, Sales Operations, Selling, Automobile, Time Management, Finance, Team Building, Business Planning, Cold Calling, Automotive Sales..., Gross Profit, Process Improvement, Recruiting, Strategy, Pricing, Profit, Negotiation, Marketing Strategy
Education
Grand Rapids Community College 1993 — 1994
Plastics and Polymer Engineering Technology/Technician
Forest Hills Central High School 1989 — 1993
Asberto Alvero Asberto Alvero's New York Life Experience March 2012 - May 2014
Job Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
New York Life March 2012 - May 2014
New York Life Insurance Company September 2010 - March 2012
New York Life Insurance Company March 2006 - September 2010
New York Life Insurance Company August 2003 - March 2006
New York Life Insurance Company August 2001 - August 2003
New York Life Insurance Company April 1998 - August 2001
New York Life Insurance Company September 1996 - April 1998
Skills
Business Analysis, Investments, Portfolio Management
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
Fordham Gabelli School of Business 1991 — 1995
BS, Accounting
Fordham Preparatory School 1987 — 1991
New York Life Insurance Company May 2014 - Present
New York Life March 2012 - May 2014
New York Life Insurance Company September 2010 - March 2012
New York Life Insurance Company March 2006 - September 2010
New York Life Insurance Company August 2003 - March 2006
New York Life Insurance Company August 2001 - August 2003
New York Life Insurance Company April 1998 - August 2001
New York Life Insurance Company September 1996 - April 1998
Skills
Business Analysis, Investments, Portfolio Management
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
Fordham Gabelli School of Business 1991 — 1995
BS, Accounting
Fordham Preparatory School 1987 — 1991
Fred Dutcher Fred Dutcher's New York Life Experience 2006 - 2008
Job VP Sr. Retirement Consultant at American Pensions, Inc.
Industry Financial Services
Experience
American Pensions, Inc. 2009 - Present
New York Life 2006 - 2008
Hand Benefits & Trust 2005 - 2006
Wachovia 1999 - 2005
Diversified Investment Advisors 1992 - 1999
Ogle & Waters 1989 - 1992
T. Rowe Price 1987 - 1989
Skills
401k, Insurance, Securities, Retirement Planning, 401k Rollovers, Retirement, Fiduciary, ERISA, Fixed Income, Business Planning, Mutual Funds, Valuation, Pensions, Investment Advisory
Education
Frostburg State University 1984 — 1987
B.S., Finance
bishop walsh
bishop walsh
bw
bw
American Pensions, Inc. 2009 - Present
New York Life 2006 - 2008
Hand Benefits & Trust 2005 - 2006
Wachovia 1999 - 2005
Diversified Investment Advisors 1992 - 1999
Ogle & Waters 1989 - 1992
T. Rowe Price 1987 - 1989
Skills
401k, Insurance, Securities, Retirement Planning, 401k Rollovers, Retirement, Fiduciary, ERISA, Fixed Income, Business Planning, Mutual Funds, Valuation, Pensions, Investment Advisory
Education
Frostburg State University 1984 — 1987
B.S., Finance
bishop walsh
bishop walsh
bw
bw
Dana ( Jamie ) Grubb Dana ( Jamie ) Grubb's New York Life Experience October 1995 - April 1996
Job NYS Certified FHA Real Estate Appraiser. Estate work, matrimonial, consulting, REO and Short Sale Valuation Specialist
Industry Real Estate
Experience
Self-employed March 2011 - Present
RELS VALUATION November 2009 - March 2011
WACHOVIA VALUATION SERVICES-Formerly World Savings Bank August 2004 - September 2009
World Savings Bank August 2004 - May 2005
WORLDCO, LLC and ASSENT TRADING April 1999 - July 2004
United States Army August 1992 - October 2000
WORLDCO, LLC August 1998 - March 1999
GRUBB CONTRACTING May 1996 - July 1998
NEW YORK LIFE October 1995 - April 1996
GRUBB CONTRACTING July 1983 - September 1995
Skills
Data Analysis, Building Codes, Valuation, Investment Properties, Securities, Fundamental Analysis, Zoning, Condo Conversion, Appraisals, Real Estate, FHA, Residential Homes, Credit, Training, Condos, Equities, Real Estate Development, Management
Education
SUNY Stony Brook 1993 — 1995
NYS Math 7-12 Teaching Certificate
Gettysburg College 1988 — 1992
Bachelor's, Mathematics and Computer Science
Self-employed March 2011 - Present
RELS VALUATION November 2009 - March 2011
WACHOVIA VALUATION SERVICES-Formerly World Savings Bank August 2004 - September 2009
World Savings Bank August 2004 - May 2005
WORLDCO, LLC and ASSENT TRADING April 1999 - July 2004
United States Army August 1992 - October 2000
WORLDCO, LLC August 1998 - March 1999
GRUBB CONTRACTING May 1996 - July 1998
NEW YORK LIFE October 1995 - April 1996
GRUBB CONTRACTING July 1983 - September 1995
Skills
Data Analysis, Building Codes, Valuation, Investment Properties, Securities, Fundamental Analysis, Zoning, Condo Conversion, Appraisals, Real Estate, FHA, Residential Homes, Credit, Training, Condos, Equities, Real Estate Development, Management
Education
SUNY Stony Brook 1993 — 1995
NYS Math 7-12 Teaching Certificate
Gettysburg College 1988 — 1992
Bachelor's, Mathematics and Computer Science
Paul Sprunger's New York Life Experience December 2002 - Present
Job Senior Database Specialist at New York Life
Industry Information Technology and Services
Experience
New York Life December 2002 - Present
Prudential Healthcare 1991 - 2003
ThruComm 2001 - 2002
Skills
Databases, Data Warehousing, Data Modeling, Microsoft SQL Server, ETL, Disaster Recovery, Unix, DB2, Performance Tuning, Enterprise Architecture, IBM AIX, SSIS, Database Administration, Sybase, Unix Shell Scripting, Business Intelligence, Linux, AIX, T-SQL, Data Warehouse..., High Availability, Shell Scripting, Database Development, Dimensional Modeling, Erwin, Oracle
Education
Florida State University 1988 — 1990
Bachelor of Science (B.S.), Management Information Systems
Florida State University - College of Business 1988 — 1990
B.S., Information Systems
New York Life December 2002 - Present
Prudential Healthcare 1991 - 2003
ThruComm 2001 - 2002
Skills
Databases, Data Warehousing, Data Modeling, Microsoft SQL Server, ETL, Disaster Recovery, Unix, DB2, Performance Tuning, Enterprise Architecture, IBM AIX, SSIS, Database Administration, Sybase, Unix Shell Scripting, Business Intelligence, Linux, AIX, T-SQL, Data Warehouse..., High Availability, Shell Scripting, Database Development, Dimensional Modeling, Erwin, Oracle
Education
Florida State University 1988 — 1990
Bachelor of Science (B.S.), Management Information Systems
Florida State University - College of Business 1988 — 1990
B.S., Information Systems
Lucy Wargo's New York Life Experience March 2008 - January 2010
Job Account Manager Innovative Capital/Director of Business Development All Occasion Excursions
Industry Consumer Services
Experience
Innoative Capital Corp March 2014 - Present
All Occasion Excursions October 2013 - Present
Union Ink, Inc July 2011 - January 2014
ELILOU June 2009 - June 2011
New York Life March 2008 - January 2010
Watson Wyatt Data Services 1992 - 2007
Skills
New Business Development, Account Management, Sales, Sales Management, Contract Negotiation, Marketing, Marketing Management, Start-ups, Public Relations, Market Research, Budgets, CRM, Strategy, Professional Services, Business Development, Lead Generation, New Business Generation, Customer Retention, Selling, Sales Process, Competitive Analysis, B2B, Strategic Partnerships, Salesforce.com, Direct Marketing, Leadership, Product Marketing, Marketing Strategy, Cold Calling, Proactive self-starter, Customer Service
Education
Fairleigh Dickinson University
Bachelor of Science (B.S.), Marketing
Immaculate conception
St Francis De Sales
Innoative Capital Corp March 2014 - Present
All Occasion Excursions October 2013 - Present
Union Ink, Inc July 2011 - January 2014
ELILOU June 2009 - June 2011
New York Life March 2008 - January 2010
Watson Wyatt Data Services 1992 - 2007
Skills
New Business Development, Account Management, Sales, Sales Management, Contract Negotiation, Marketing, Marketing Management, Start-ups, Public Relations, Market Research, Budgets, CRM, Strategy, Professional Services, Business Development, Lead Generation, New Business Generation, Customer Retention, Selling, Sales Process, Competitive Analysis, B2B, Strategic Partnerships, Salesforce.com, Direct Marketing, Leadership, Product Marketing, Marketing Strategy, Cold Calling, Proactive self-starter, Customer Service
Education
Fairleigh Dickinson University
Bachelor of Science (B.S.), Marketing
Immaculate conception
St Francis De Sales
Hayley Arnold's New York Life Experience May 2014 - July 2014
Job Loan Closer at NVR Mortgage seeking opportunities in financial analysis
Industry Financial Services
Experience
NVR Mortgage Finance, Inc. July 2015 - Present
Great American Restaurants May 2015 - June 2015
Red Lobster August 2010 - May 2015
New York Life May 2014 - July 2014
Skills
Customer Service, Analysis, Financial Analysis, Accounting, Corporate Finance, Mathematics, Statistics, Microsoft Excel, Microsoft Word, SAP Business One, Organization, Time Management, Teamwork, Writing, Team Leadership, SQL, Financial Forecasting, Business Planning, PowerPoint, Management
Education
Saint Vincent College 2012 — 2015
Bachelor's degree, Corporate Finance, 3.44/4.00
Ferrum College 2011 — 2012
Finance, 3.9/4.0
NVR Mortgage Finance, Inc. July 2015 - Present
Great American Restaurants May 2015 - June 2015
Red Lobster August 2010 - May 2015
New York Life May 2014 - July 2014
Skills
Customer Service, Analysis, Financial Analysis, Accounting, Corporate Finance, Mathematics, Statistics, Microsoft Excel, Microsoft Word, SAP Business One, Organization, Time Management, Teamwork, Writing, Team Leadership, SQL, Financial Forecasting, Business Planning, PowerPoint, Management
Education
Saint Vincent College 2012 — 2015
Bachelor's degree, Corporate Finance, 3.44/4.00
Ferrum College 2011 — 2012
Finance, 3.9/4.0
Charles D. MacLachlan's New York Life Experience October 2008 - June 2014
Job VP Marketing Officer at 59 Souls Inc.
Industry Internet
Experience
59 Souls Inc June 2014 - Present
New York Life October 2008 - June 2014
Serino Coyne, Inc. 2008 - 2008
Wilson RMS 2007 - 2007
Advertising Age 2006 - 2006
Hill Holliday New York 2003 - 2005
Publicis New York 2001 - 2002
CNBC 1999 - 2001
BBDO New York 1988 - 1999
Ammirati & Puris 1986 - 1988
Education
Georgetown University 1980 — 1982
BSFS
Middlebury College 1982 — 1982
Certificate of Completion
Franklin & Marshall College 1978 — 1980
Kent School 1974 — 1978
Diploma, Graduated with Honors
59 Souls Inc June 2014 - Present
New York Life October 2008 - June 2014
Serino Coyne, Inc. 2008 - 2008
Wilson RMS 2007 - 2007
Advertising Age 2006 - 2006
Hill Holliday New York 2003 - 2005
Publicis New York 2001 - 2002
CNBC 1999 - 2001
BBDO New York 1988 - 1999
Ammirati & Puris 1986 - 1988
Education
Georgetown University 1980 — 1982
BSFS
Middlebury College 1982 — 1982
Certificate of Completion
Franklin & Marshall College 1978 — 1980
Kent School 1974 — 1978
Diploma, Graduated with Honors
Santo Ricciardi's New York Life Experience 1988 - 1991
Job
Industry Investment Banking
Experience
Credit Suisse 2014 - Present
CREDIT SUISSE 1997 - 2014
Credit Suisse 1994 - 1997
American Cyanamid 1991 - 1994
New York Life 1988 - 1991
Federal Reserve Bank of NY 1985 - 1988
Skills
Capital Markets, Investment Banking, Derivatives, Equities, Fixed Income, Swaps, Market Risk, Equity Derivatives, Electronic Trading, Trading Systems, Structured Products, Credit Derivatives, Credit Risk, Asset Management, Securities Lending, Leadership, Options, Financial Risk, Securitization, Valuation, Reference Data, SDLC, Interest Rate..., FX Options, Alternative Investments, Financial Markets, Banking, Back Office, Commodity, Sybase, Risk Management, Bloomberg, Market Data, Structured Finance, Bonds, Portfolio Management, Operational Risk..., Collateral Management, Emerging Markets, Operational Risk, Securities, Trading, Financial Modeling, Business Analysis, CDS, Financial Services, Asset Managment
Education
Fordham Gabelli School of Business 1990 — 1995
MBA
Seton Hall University 1981 — 1985
BS
Summit High School
Credit Suisse 2014 - Present
CREDIT SUISSE 1997 - 2014
Credit Suisse 1994 - 1997
American Cyanamid 1991 - 1994
New York Life 1988 - 1991
Federal Reserve Bank of NY 1985 - 1988
Skills
Capital Markets, Investment Banking, Derivatives, Equities, Fixed Income, Swaps, Market Risk, Equity Derivatives, Electronic Trading, Trading Systems, Structured Products, Credit Derivatives, Credit Risk, Asset Management, Securities Lending, Leadership, Options, Financial Risk, Securitization, Valuation, Reference Data, SDLC, Interest Rate..., FX Options, Alternative Investments, Financial Markets, Banking, Back Office, Commodity, Sybase, Risk Management, Bloomberg, Market Data, Structured Finance, Bonds, Portfolio Management, Operational Risk..., Collateral Management, Emerging Markets, Operational Risk, Securities, Trading, Financial Modeling, Business Analysis, CDS, Financial Services, Asset Managment
Education
Fordham Gabelli School of Business 1990 — 1995
MBA
Seton Hall University 1981 — 1985
BS
Summit High School
Rick Eppink's New York Life Experience August 1999 - Present
Job Vice President, Marketing at New York Life
Industry Insurance
Experience
New York Life August 1999 - Present
Liberty Life Insurance Co. June 1998 - August 1999
Unisun Insurance Company May 1996 - May 1998
Walt Disney Cp. May 1994 - May 1996
Bose Corporation May 1989 - May 1994
Waldenbooks January 1988 - May 1989
Empire of America January 1981 - December 1987
Skills
Direct Marketing, Database Marketing, Insurance, Customer Acquisition, Marketing Strategy, Analytics, Integrated Marketing, Multi-channel Marketing, Financial Services, Lead Generation, Account Management, Marketing, Management
Education
Framingham State College 1986 — 1990
BS, Economics
New York Life August 1999 - Present
Liberty Life Insurance Co. June 1998 - August 1999
Unisun Insurance Company May 1996 - May 1998
Walt Disney Cp. May 1994 - May 1996
Bose Corporation May 1989 - May 1994
Waldenbooks January 1988 - May 1989
Empire of America January 1981 - December 1987
Skills
Direct Marketing, Database Marketing, Insurance, Customer Acquisition, Marketing Strategy, Analytics, Integrated Marketing, Multi-channel Marketing, Financial Services, Lead Generation, Account Management, Marketing, Management
Education
Framingham State College 1986 — 1990
BS, Economics
Nicole Fitts's New York Life Experience June 2009 - March 2010
Job at The Zoe Network, LLC
Industry Financial Services
Experience
The Zoe Network, LLC January 2010 - Present
New York Life June 2009 - March 2010
State Farm Agent - Lloyd Chesley Insurance Agency August 2008 - May 2009
American Income Life January 2008 - June 2008
Macy's July 2007 - January 2008
Greater Atlantic Bank July 2006 - January 2007
Enterprise Rent-A-Car 2000 - 2006
Education
Howard University 1998 — 2002
N/A, Nursing
Suitland High School 1994 — 1998
Diploma, College Prep
The Zoe Network, LLC January 2010 - Present
New York Life June 2009 - March 2010
State Farm Agent - Lloyd Chesley Insurance Agency August 2008 - May 2009
American Income Life January 2008 - June 2008
Macy's July 2007 - January 2008
Greater Atlantic Bank July 2006 - January 2007
Enterprise Rent-A-Car 2000 - 2006
Education
Howard University 1998 — 2002
N/A, Nursing
Suitland High School 1994 — 1998
Diploma, College Prep
Karen Sundal's New York Life Experience September 2007 - August 2009
Job IT Intern, Committees and Boards, Austin, Mower County, MN
Industry Professional Training & Coaching
Experience
Mayo Clinic Health System in Austin July 2011 - January 2012
ACES, Inc. - Austin Coalition for Environmental Sustainability 2008 - 2012
Karen Sundal Agency August 2009 - April 2010
New York Life September 2007 - August 2009
Global Health Promotions January 2007 - July 2009
Austin Community Arts in the Park 2009 2009 - 2009
Leadership Austin 2008 - 2009
PSI Seminars 2003 - 2009
Thrivent Financial for Lutherans September 2006 - June 2007
Kraft Foods, Corporate and Distribution Center May 1997 - November 2005
Education
PSI Seminars 2003 — 2009
Graduate
University of Nevada-Reno 1994 — 1996
MBA
Gustavus Adolphus College 1971 — 1975
Bachelor of Arts (BA)
Mayo Clinic Health System in Austin July 2011 - January 2012
ACES, Inc. - Austin Coalition for Environmental Sustainability 2008 - 2012
Karen Sundal Agency August 2009 - April 2010
New York Life September 2007 - August 2009
Global Health Promotions January 2007 - July 2009
Austin Community Arts in the Park 2009 2009 - 2009
Leadership Austin 2008 - 2009
PSI Seminars 2003 - 2009
Thrivent Financial for Lutherans September 2006 - June 2007
Kraft Foods, Corporate and Distribution Center May 1997 - November 2005
Education
PSI Seminars 2003 — 2009
Graduate
University of Nevada-Reno 1994 — 1996
MBA
Gustavus Adolphus College 1971 — 1975
Bachelor of Arts (BA)
Clara Pan's New York Life Experience April 2006 - July 2007
Job Vice President
Industry Financial Services
Experience
Citigroup March 2011 - Present
Citigroup August 2009 - March 2011
Citi June 2008 - August 2008
New York Life April 2006 - July 2007
KPMG Audit November 2003 - March 2006
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
Western University 1998 — 2002
BACS, Finance and Administration
George Mason University
George Mason University
George Mason University
George Mason University
George Mason University
George Mason University
Citigroup March 2011 - Present
Citigroup August 2009 - March 2011
Citi June 2008 - August 2008
New York Life April 2006 - July 2007
KPMG Audit November 2003 - March 2006
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
Western University 1998 — 2002
BACS, Finance and Administration
George Mason University
George Mason University
George Mason University
George Mason University
George Mason University
George Mason University
Danny Essig III's New York Life Experience November 2000 - Present
Job Financial Services Professional at New York Life
Industry Insurance
Experience
New York Life November 2000 - Present
Education
Hofstra University 1995 — 2000
New York Life November 2000 - Present
Education
Hofstra University 1995 — 2000
Sheila Crimmins's New York Life Experience July 2003 - Present
Job Corporate Vice President at New York Life
Industry Information Technology and Services
Experience
New York Life July 2003 - Present
Skills
Marketing Strategy, Project Management, Product Management, Strategic Planning, Analytics, Business Analysis, Retirement Planning, Coaching, Insurance, Vendor Management, Life Insurance, Executive Management, Cross-functional Team..., Cloud Computing, Risk Management, Retirement, Fixed Annuities, Employee Benefits, Financial Services, Mutual Funds
Education
Hofstra University 1986 — 1990
New York Life July 2003 - Present
Skills
Marketing Strategy, Project Management, Product Management, Strategic Planning, Analytics, Business Analysis, Retirement Planning, Coaching, Insurance, Vendor Management, Life Insurance, Executive Management, Cross-functional Team..., Cloud Computing, Risk Management, Retirement, Fixed Annuities, Employee Benefits, Financial Services, Mutual Funds
Education
Hofstra University 1986 — 1990
David Raybould's New York Life Experience October 2006 - January 2009
Job Site/Project Management
Industry Automotive
Experience
Bluegrass Supply Chain Services July 2014 - Present
Urban Sustainable April 2013 - Present
Self-Employed June 2008 - January 2013
Source Capital Group January 2012 - August 2012
PNC January 2009 - June 2011
New York Life October 2006 - January 2009
The Hartford April 2005 - September 2006
Motorists Insurance Group October 2003 - April 2005
Progressive Insurance July 2000 - October 2003
Skills
New Business Development, Business Networking, Sales Management, Strategic Prospecting, Training, Strategic Partnerships, Operational Risk..., Business Analysis, Equity Research, Business Valuation, Operations Management, Business Strategy, Business Process..., Customer Service, Marketing Strategy, Mortgage Lending, Public Speaking, Sales, Strategic Planning
Education
Georgetown College 1996 — 2000
Bachelor of Arts (BA), History/Philosophy, 3.8
Thames Valley University 1998 — 1999
None, International Studies, 3.5
Bluegrass Supply Chain Services July 2014 - Present
Urban Sustainable April 2013 - Present
Self-Employed June 2008 - January 2013
Source Capital Group January 2012 - August 2012
PNC January 2009 - June 2011
New York Life October 2006 - January 2009
The Hartford April 2005 - September 2006
Motorists Insurance Group October 2003 - April 2005
Progressive Insurance July 2000 - October 2003
Skills
New Business Development, Business Networking, Sales Management, Strategic Prospecting, Training, Strategic Partnerships, Operational Risk..., Business Analysis, Equity Research, Business Valuation, Operations Management, Business Strategy, Business Process..., Customer Service, Marketing Strategy, Mortgage Lending, Public Speaking, Sales, Strategic Planning
Education
Georgetown College 1996 — 2000
Bachelor of Arts (BA), History/Philosophy, 3.8
Thames Valley University 1998 — 1999
None, International Studies, 3.5
Greg Armanino's New York Life Experience January 2005 - September 2007
Job Account Manager at Samtec Inc
Industry Electrical/Electronic Manufacturing
Experience
Samtec Inc January 2013 - Present
Amphenol-TCS September 2007 - January 2013
New York Life January 2005 - September 2007
Analog Devices June 2001 - August 2005
Skills
Networking, Manufacturing, Testing, Engineering, Cross-functional Team..., Sales, Team Leadership, Selling, Project Planning, Management, Analysis, Project Management, Business Development, Leadership, Engineering Management, Product Development, Product Management
Education
Golden Gate University 2004 — 2007
MBA, Business Administration and Management, General
San Jose State University 1999 — 2001
BS, Industrial Technology Concentration Electronics
St. Francis 1989 — 1993
Samtec Inc January 2013 - Present
Amphenol-TCS September 2007 - January 2013
New York Life January 2005 - September 2007
Analog Devices June 2001 - August 2005
Skills
Networking, Manufacturing, Testing, Engineering, Cross-functional Team..., Sales, Team Leadership, Selling, Project Planning, Management, Analysis, Project Management, Business Development, Leadership, Engineering Management, Product Development, Product Management
Education
Golden Gate University 2004 — 2007
MBA, Business Administration and Management, General
San Jose State University 1999 — 2001
BS, Industrial Technology Concentration Electronics
St. Francis 1989 — 1993
Nathaniel Fuller's New York Life Experience November 2005 - July 2008
Job Business Analyst Seeking New Opportunities
Industry Information Technology and Services
Experience
FSO Onsite Outsourcing October 2013 - Present
Travisa Outsourcing February 2011 - July 2013
Allen School August 2010 - February 2011
Crothall September 2009 - July 2010
Le Parker Meridien July 2008 - January 2009
New York Life November 2005 - July 2008
Marriott International February 2003 - November 2005
Skills
Budgets, Customer Service, Leadership, Training, Strategic Planning, Process Improvement, Project Management, Microsoft Office, Business Analysis, Management, Inventory Management, Analysis, Team Building, Microsoft Excel, Problem Solving, Operations Management, Negotiation, Requirements Gathering, Financial Analysis, Microsoft Word, PowerPoint, Word, Excel, Public Speaking, Outlook, Requirements Analysis, Business Process Design, Functional..., Resource Management, Document Review, JAD, Workshop Facilitation, IT Management, Full SDLC, Fit/Gap Analysis, Business Process, Business Requirements
Education
Grand Canyon University 2010 — 2011
MBA, General Management and Leadership
Johnson and Wales University 1998 — 2002
Bachelor of Science, Management
FSO Onsite Outsourcing October 2013 - Present
Travisa Outsourcing February 2011 - July 2013
Allen School August 2010 - February 2011
Crothall September 2009 - July 2010
Le Parker Meridien July 2008 - January 2009
New York Life November 2005 - July 2008
Marriott International February 2003 - November 2005
Skills
Budgets, Customer Service, Leadership, Training, Strategic Planning, Process Improvement, Project Management, Microsoft Office, Business Analysis, Management, Inventory Management, Analysis, Team Building, Microsoft Excel, Problem Solving, Operations Management, Negotiation, Requirements Gathering, Financial Analysis, Microsoft Word, PowerPoint, Word, Excel, Public Speaking, Outlook, Requirements Analysis, Business Process Design, Functional..., Resource Management, Document Review, JAD, Workshop Facilitation, IT Management, Full SDLC, Fit/Gap Analysis, Business Process, Business Requirements
Education
Grand Canyon University 2010 — 2011
MBA, General Management and Leadership
Johnson and Wales University 1998 — 2002
Bachelor of Science, Management
Kayoko Komatsubara, CPA's New York Life Experience October 2006 - July 2007
Job Assurance Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers 2009 - Present
BKD, LLP August 2008 - October 2008
Noble Consulting Services September 2007 - August 2008
New York Life October 2006 - July 2007
Rightway Fasteners Inc. October 2001 - October 2006
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Auditing, GAAP, Financial Statements, General Ledger
Education
Indiana University - Kelley School of Business 2007 — 2009
MS, Accounting
Indiana University - Kelley School of Business 2002 — 2006
BS, Finance
PricewaterhouseCoopers 2009 - Present
BKD, LLP August 2008 - October 2008
Noble Consulting Services September 2007 - August 2008
New York Life October 2006 - July 2007
Rightway Fasteners Inc. October 2001 - October 2006
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Auditing, GAAP, Financial Statements, General Ledger
Education
Indiana University - Kelley School of Business 2007 — 2009
MS, Accounting
Indiana University - Kelley School of Business 2002 — 2006
BS, Finance
TJ Gramstorff, LUTCF's New York Life Experience June 2007 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life June 2007 - Present
Education
Endicott College 2003 — 2007
Financial, Business
Londonderry High School 2000 — 2003
New York Life June 2007 - Present
Education
Endicott College 2003 — 2007
Financial, Business
Londonderry High School 2000 — 2003
Varun Patel's New York Life Experience 2008 - 2010
Job Technical Account Manager at Yardi
Industry Computer Software
Experience
Yardi 2015 - Present
Cbeyond 2014 - 2015
N3 2013 - 2014
Claddagh Resources 2012 - 2013
Independent Agent Various Clients (Prudential, AIG, AXA and etc) 2010 - 2012
New York Life 2008 - 2010
POH Productions 2007 - 2008
Skills
Insurance, Sales, Sales Operations, Marketing, Lead Generation, Recruiting, Consulting, Training, Interviews, Sourcing, Technical Recruiting, Leadership, Management, Cold Calling, Sales Process, Finance, Business Development, CRM
Education
Georgia State University
Bachelor of Business Administration (BBA), Marketing and Computer Information Systems (CIS)
Yardi 2015 - Present
Cbeyond 2014 - 2015
N3 2013 - 2014
Claddagh Resources 2012 - 2013
Independent Agent Various Clients (Prudential, AIG, AXA and etc) 2010 - 2012
New York Life 2008 - 2010
POH Productions 2007 - 2008
Skills
Insurance, Sales, Sales Operations, Marketing, Lead Generation, Recruiting, Consulting, Training, Interviews, Sourcing, Technical Recruiting, Leadership, Management, Cold Calling, Sales Process, Finance, Business Development, CRM
Education
Georgia State University
Bachelor of Business Administration (BBA), Marketing and Computer Information Systems (CIS)
Kathleen Alfano's New York Life Experience 1993 - 1997
Job Board Member at MUD Group
Industry Insurance
Experience
The Hartford April 2012 - Present
ALU Risk Forum Group 2012 - 2014
Sun Life Financial October 2010 - April 2012
Sun Life Financial May 2005 - October 2010
Aviva 2004 - 2005
Great American Financial Resources 2000 - 2004
ING 1999 - 2000
Nationwide Insurance July 1997 - December 1999
New York Life 1993 - 1997
Skills
Underwriting, Life Insurance, Sales, Risk Management, Financial Risk, Insurance, Brokers, New Business Development, Customer Service, Retirement Planning, Executive Management, Coaching, Employee Benefits, Disability Insurance, Fixed Annuities, Health Insurance
Education
Franklin University 1999 — 2000
BS, Business Administration
Wright State University 1984 — 1987
Accounting
The Hartford April 2012 - Present
ALU Risk Forum Group 2012 - 2014
Sun Life Financial October 2010 - April 2012
Sun Life Financial May 2005 - October 2010
Aviva 2004 - 2005
Great American Financial Resources 2000 - 2004
ING 1999 - 2000
Nationwide Insurance July 1997 - December 1999
New York Life 1993 - 1997
Skills
Underwriting, Life Insurance, Sales, Risk Management, Financial Risk, Insurance, Brokers, New Business Development, Customer Service, Retirement Planning, Executive Management, Coaching, Employee Benefits, Disability Insurance, Fixed Annuities, Health Insurance
Education
Franklin University 1999 — 2000
BS, Business Administration
Wright State University 1984 — 1987
Accounting
Mary C. Gazella's New York Life Experience March 2014 - Present
Job Senior Quality Associate at New York Life
Industry Financial Services
Experience
New York Life March 2014 - Present
New York Life Insurance Company January 2012 - March 2014
New York Life Insurance Company July 2003 - December 2011
Tiffany May 2000 - January 2003
Skills
Insurance, Customer Service, Financial Analysis, Long Term Care Insurance, Insurance Regulatory, Product Marketing, Operating Systems, Fixed Annuities, Disability Insurance, Term Life Insurance, Reinsurance, Retirement Planning, Retirement, Whole Life, IRAs, Health Insurance, Series 6, Long-term Care, Brokers
Education
Fairfield University 1999 — 2003
Bachelor of Arts, English Literature and American Studies
New York Life March 2014 - Present
New York Life Insurance Company January 2012 - March 2014
New York Life Insurance Company July 2003 - December 2011
Tiffany May 2000 - January 2003
Skills
Insurance, Customer Service, Financial Analysis, Long Term Care Insurance, Insurance Regulatory, Product Marketing, Operating Systems, Fixed Annuities, Disability Insurance, Term Life Insurance, Reinsurance, Retirement Planning, Retirement, Whole Life, IRAs, Health Insurance, Series 6, Long-term Care, Brokers
Education
Fairfield University 1999 — 2003
Bachelor of Arts, English Literature and American Studies
Rabindra (Ravi) Sinha's New York Life Experience January 2007 - Present
Job Corporate Vice President at New York Life
Industry Insurance
Experience
New York Life January 2007 - Present
UPS 2002 - 2006
PwC July 1996 - August 2002
Indotronix International Corporation 1995 - 1996
Syntel 1994 - 1995
Tata Steel 1982 - 1994
Skills
IT Strategy, Enterprise Architecture, SDLC, SOA, Middleware, Business Transformation, Project Portfolio..., PMO, Business Process..., Data Warehousing, Business Analysis, Business Intelligence, Integration, Software Project..., Program Management, IT Outsourcing, Business Process, Requirements Analysis, Architecture, Solution Architecture, Business Process Design, Change Management, IT Governance, Stakeholder Management, Client Management, Cross Functional..., Business Technology..., Organizational..., Performance Optimization, Governance, Agile Methodologies, Enterprise Software, Cloud Computing, Cross-functional Team..., CRM, Consulting, Architectures, Vendor Management, Software Development, Management, Strategy, Leadership, Process Improvement
Education
IIT Kharagpur 1977 — 1982
B. Tech, Electronics and Electrical Communications
ST. XAVIER'S College, Ranchi India 1975 — 1977
Intermediate of Science, Science
New York Life January 2007 - Present
UPS 2002 - 2006
PwC July 1996 - August 2002
Indotronix International Corporation 1995 - 1996
Syntel 1994 - 1995
Tata Steel 1982 - 1994
Skills
IT Strategy, Enterprise Architecture, SDLC, SOA, Middleware, Business Transformation, Project Portfolio..., PMO, Business Process..., Data Warehousing, Business Analysis, Business Intelligence, Integration, Software Project..., Program Management, IT Outsourcing, Business Process, Requirements Analysis, Architecture, Solution Architecture, Business Process Design, Change Management, IT Governance, Stakeholder Management, Client Management, Cross Functional..., Business Technology..., Organizational..., Performance Optimization, Governance, Agile Methodologies, Enterprise Software, Cloud Computing, Cross-functional Team..., CRM, Consulting, Architectures, Vendor Management, Software Development, Management, Strategy, Leadership, Process Improvement
Education
IIT Kharagpur 1977 — 1982
B. Tech, Electronics and Electrical Communications
ST. XAVIER'S College, Ranchi India 1975 — 1977
Intermediate of Science, Science
Bob Ducato's New York Life Experience March 1976 - Present
Job Offering financial service products, estate planning, retirement funding and long term care insurance plans
Industry Insurance
Experience
B. Ducato and Associates March 1976 - Present
NYLIFE Securities LLC March 1984 - Present
New York Life March 1976 - Present
Kiwanis Club October 1974 - Present
BNI 2003 - 2010
Business Network International 2003 - 2009
WT Grant Company September 1966 - March 1976
Skills
Fixed Annuities, Insurance, Disability Insurance, Long-term Care, Life Insurance, Estate Planning, Retirement Planning, Small Business, Employee Benefits, Public Speaking, IRAs, Pensions, Strategic Planning, Health Insurance, 401k, Fundraising, Mutual Funds, Wealth Management, Training, Asset Allocation, Universal Life, Retirement, Long Term Care Insurance, Personal Finance, Investment Strategies, Customer Service, Term Life Insurance, Critical Illness, Financial Services, Investments, Whole Life, Series 63, Risk Management, Strategic Financial..., Financial Planners, Sales, Entrepreneurship, Team Building, Sales Management, Budgets, Coaching, Marketing
Education
Strategic Coach 1999 — 2003
Masters, Personal Development
Gannon University 1964 — 1969
Bachelor of Arts (B.A.), Sociology
The American College
CLU, ChFC, RHU, REBC, CLTC, Financial Planning and Services
B. Ducato and Associates March 1976 - Present
NYLIFE Securities LLC March 1984 - Present
New York Life March 1976 - Present
Kiwanis Club October 1974 - Present
BNI 2003 - 2010
Business Network International 2003 - 2009
WT Grant Company September 1966 - March 1976
Skills
Fixed Annuities, Insurance, Disability Insurance, Long-term Care, Life Insurance, Estate Planning, Retirement Planning, Small Business, Employee Benefits, Public Speaking, IRAs, Pensions, Strategic Planning, Health Insurance, 401k, Fundraising, Mutual Funds, Wealth Management, Training, Asset Allocation, Universal Life, Retirement, Long Term Care Insurance, Personal Finance, Investment Strategies, Customer Service, Term Life Insurance, Critical Illness, Financial Services, Investments, Whole Life, Series 63, Risk Management, Strategic Financial..., Financial Planners, Sales, Entrepreneurship, Team Building, Sales Management, Budgets, Coaching, Marketing
Education
Strategic Coach 1999 — 2003
Masters, Personal Development
Gannon University 1964 — 1969
Bachelor of Arts (B.A.), Sociology
The American College
CLU, ChFC, RHU, REBC, CLTC, Financial Planning and Services
Sandra Levin's New York Life Experience 1985 - 1991
Job President, Orbit Skate CenterPalatine IL, Graphic Design, Network Marketing, Social Media and Entrepeneur
Industry Entertainment
Experience
Orbit Skate Center September 1992 - Present
Peoria Hebrew Day School October 2011 - June 2013
Times Two Technology LLP February 2012 - April 2013
ELevin Design February 2008 - December 2012
MCP Incorporated June 2011 - May 2012
New York Life 1985 - 1991
Skills
Graphic Design, HTML, CSS, Photoshop, Joomla!, Writing, Online Marketing, Problem Solving, Advertising, Marketing Strategy, Strategic Planning, Entertainment, Entrepreneurship, Public Speaking, Event Management, Budgets, Event Planning, Management, Small Business, Fundraising, Marketing, Time Management, Email Marketing, Joomla, Social Media Marketing, Logo Design, Strategic Partnerships, Social Networking, Social Media, Facebook, Online Advertising, Brand Development, Newsletters, Public Relations, WordPress, SEO, Digital Marketing, Blogging, Google Analytics, Website Development, Copywriting, Direct Marketing, E-commerce, Web Analytics, Integrated Marketing, Customer Service
Education
Cinnaminson High School 1968 — 1972
Heartland Community College
Social Media Marketing
Orbit Skate Center September 1992 - Present
Peoria Hebrew Day School October 2011 - June 2013
Times Two Technology LLP February 2012 - April 2013
ELevin Design February 2008 - December 2012
MCP Incorporated June 2011 - May 2012
New York Life 1985 - 1991
Skills
Graphic Design, HTML, CSS, Photoshop, Joomla!, Writing, Online Marketing, Problem Solving, Advertising, Marketing Strategy, Strategic Planning, Entertainment, Entrepreneurship, Public Speaking, Event Management, Budgets, Event Planning, Management, Small Business, Fundraising, Marketing, Time Management, Email Marketing, Joomla, Social Media Marketing, Logo Design, Strategic Partnerships, Social Networking, Social Media, Facebook, Online Advertising, Brand Development, Newsletters, Public Relations, WordPress, SEO, Digital Marketing, Blogging, Google Analytics, Website Development, Copywriting, Direct Marketing, E-commerce, Web Analytics, Integrated Marketing, Customer Service
Education
Cinnaminson High School 1968 — 1972
Heartland Community College
Social Media Marketing
Brandon Hughes's New York Life Experience April 2007 - April 2010
Job Director at Oppenheimer & Co. Inc.
Industry Capital Markets
Experience
Oppenheimer & Co. Inc. December 2014 - Present
Angel Oak Capital January 2013 - December 2014
Wells Real Estate Funds April 2011 - January 2013
Capstone Financial Partners May 2010 - March 2011
New York Life April 2007 - April 2010
Skills
Series 7 and 63, Series 65, Alternative Investments, Wealth, Investments, Securities, Capital Markets, Investment Management, 529 Plans, Financial Modeling, Finance, Sales, Hedge Funds, Fixed Income, Equities, Private Placements, Relationship Management
Education
Georgia Southern University - College of Business Administration 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Oppenheimer & Co. Inc. December 2014 - Present
Angel Oak Capital January 2013 - December 2014
Wells Real Estate Funds April 2011 - January 2013
Capstone Financial Partners May 2010 - March 2011
New York Life April 2007 - April 2010
Skills
Series 7 and 63, Series 65, Alternative Investments, Wealth, Investments, Securities, Capital Markets, Investment Management, 529 Plans, Financial Modeling, Finance, Sales, Hedge Funds, Fixed Income, Equities, Private Placements, Relationship Management
Education
Georgia Southern University - College of Business Administration 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Robert Pizzute's New York Life Experience July 1998 - September 2012
Job Director at New York Life
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
New York Life July 1998 - September 2012
Skills
Fixed Annuities, Relationship Management, Marketing, Workers Compensation, Insurance, Life Insurance, Medicare, Strategic Financial..., Litigation, Legal Liability, Investments, Liability, Mutual Funds, Structured Settlements, Settlement, Claim, Sales, Commercial Insurance, Property & Casualty..., Negotiation, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
Fairfield University 1994 — 1998
New York Life Insurance Company September 2012 - Present
New York Life July 1998 - September 2012
Skills
Fixed Annuities, Relationship Management, Marketing, Workers Compensation, Insurance, Life Insurance, Medicare, Strategic Financial..., Litigation, Legal Liability, Investments, Liability, Mutual Funds, Structured Settlements, Settlement, Claim, Sales, Commercial Insurance, Property & Casualty..., Negotiation, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
Fairfield University 1994 — 1998
Glenn Rothman's New York Life Experience January 1996 - July 1999
Job Senior VP and CIO at CareFirst BlueCross BlueShield
Industry Insurance
Experience
CareFirst BlueCross BlueShield Senior Vice PresidentCareFirst BCBS2007 - Present
CareFirst 2007 - 2010
GHI March 2005 - April 2007
GHI 2005 - 2007
Group Health Incorporated (GHI) 2005 - 2007
Aetna Health Plans July 1999 - May 2005
New York Life January 1996 - July 1999
NYLCare 1996 - 1999
Prudential Insurance Company 1972 - 1996
Prudential Financial October 1972 - December 1995
Skills
Vendor Management, SDLC, IT Management, Enterprise Architecture, Program Management, Visio, Business Process..., HIPAA, Management, Data Warehousing, SharePoint, IT Strategy, Business Requirements, Business Analysis, Project Portfolio..., Insurance, Requirements Analysis, Integration, Process Improvement, PMO, Requirements Gathering, Project Management, Software Development, Business Intelligence, PMP, Software Project..., MS Project
Education
Fairleigh Dickinson University 1974 — 1977
MBA, Management
Upsala College 1968 — 1972
Newark Academy 1964 — 1968
HS
CareFirst BlueCross BlueShield Senior Vice PresidentCareFirst BCBS2007 - Present
CareFirst 2007 - 2010
GHI March 2005 - April 2007
GHI 2005 - 2007
Group Health Incorporated (GHI) 2005 - 2007
Aetna Health Plans July 1999 - May 2005
New York Life January 1996 - July 1999
NYLCare 1996 - 1999
Prudential Insurance Company 1972 - 1996
Prudential Financial October 1972 - December 1995
Skills
Vendor Management, SDLC, IT Management, Enterprise Architecture, Program Management, Visio, Business Process..., HIPAA, Management, Data Warehousing, SharePoint, IT Strategy, Business Requirements, Business Analysis, Project Portfolio..., Insurance, Requirements Analysis, Integration, Process Improvement, PMO, Requirements Gathering, Project Management, Software Development, Business Intelligence, PMP, Software Project..., MS Project
Education
Fairleigh Dickinson University 1974 — 1977
MBA, Management
Upsala College 1968 — 1972
Newark Academy 1964 — 1968
HS
Felicia Yesari's New York Life Experience 1999 - 2003
Job Life and Health Insurance at Independent Life and Health Insurance professional.
Industry Financial Services
Experience
Latin America Consulting Group - New York January 2011 - Present
Independent Life and Health Insurance professional. August 1999 - Present
self 1999 - Present
Independent Broker / Non-Captive 2000 - 2011
Atlantis Health Plan 1999 - 2011
New York Life 1999 - 2003
BPBA 1994 - 1998
Skills
Securities, Insurance, Disability Insurance, Long-term Care, Life Insurance, Health Insurance, Employee Benefits, Team Building, Financial Services, Start-ups, Brokers, Management, Financial Analysis, Finance, Risk Management, New Business Development, Long Term Care Insurance, Asset Managment, Business Strategy, Estate Planning, Change Management, Investments, Business Planning, Term Life Insurance, Entrepreneurship, Strategic Financial..., Fixed Annuities, Small Business, Project Management, Social Media, Analysis, Financial Advisory, Retirement Planning
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
MPA2, business and finance
University of Buenos Aires 1979 — 1984
Economics, Economics
Jesus Maria
Latin America Consulting Group - New York January 2011 - Present
Independent Life and Health Insurance professional. August 1999 - Present
self 1999 - Present
Independent Broker / Non-Captive 2000 - 2011
Atlantis Health Plan 1999 - 2011
New York Life 1999 - 2003
BPBA 1994 - 1998
Skills
Securities, Insurance, Disability Insurance, Long-term Care, Life Insurance, Health Insurance, Employee Benefits, Team Building, Financial Services, Start-ups, Brokers, Management, Financial Analysis, Finance, Risk Management, New Business Development, Long Term Care Insurance, Asset Managment, Business Strategy, Estate Planning, Change Management, Investments, Business Planning, Term Life Insurance, Entrepreneurship, Strategic Financial..., Fixed Annuities, Small Business, Project Management, Social Media, Analysis, Financial Advisory, Retirement Planning
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
MPA2, business and finance
University of Buenos Aires 1979 — 1984
Economics, Economics
Jesus Maria
Daniel Molluzzo's New York Life Experience March 2008 - October 2009
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2012 - Present
JPMorgan Chase Bank October 2009 - June 2012
New York Life March 2008 - October 2009
WRGP Radiate FM January 2007 - April 2007
WRGP Radiate FM August 2006 - January 2007
Education
Florida International University 2003 — 2007
Bachelor of Arts, Economics
Pelham Memorial High School 1999 — 2003
JPMorgan Chase July 2012 - Present
JPMorgan Chase Bank October 2009 - June 2012
New York Life March 2008 - October 2009
WRGP Radiate FM January 2007 - April 2007
WRGP Radiate FM August 2006 - January 2007
Education
Florida International University 2003 — 2007
Bachelor of Arts, Economics
Pelham Memorial High School 1999 — 2003
Richard Glassey's New York Life Experience 1975 - 1977
Job VP at ACS
Industry Computer Software
Experience
ACS Vice PresidentMellon Financial1997 - 2005
AIG Technologies 1989 - 1997
Citicorp 1977 - 1988
New York Life 1975 - 1977
Education
Hofstra University 1971 — 1975
ACS Vice PresidentMellon Financial1997 - 2005
AIG Technologies 1989 - 1997
Citicorp 1977 - 1988
New York Life 1975 - 1977
Education
Hofstra University 1971 — 1975
Jesse Valentine's New York Life Experience December 2007 - July 2008
Job Principal at Revere Videos Jesse Valentine
Industry Photography
Experience
Revere Videos July 2015 - Present
Colonial Life April 2012 - Present
Colonial Life July 2011 - April 2012
DATAVO - Affordable Data & Voice Solutions November 2008 - June 2011
Mass Mutual July 2008 - October 2008
New York Life December 2007 - July 2008
Cingular Wireless January 2005 - November 2007
Timmons Subaru September 2003 - January 2005
Toyota of June 2003 - September 2003
Sunset Auto July 2002 - December 2002
Skills
Problem Solving, Customer Service, Sales, Customer Satisfaction, Marketing, Leadership, Sales Process, Telecommunications, Selling, Life Insurance, Insurance, Team Management, Fixed Annuities, Inventory Management, Retirement Planning, Employee Benefits, Sales Management, Management, Sales Operations, Advertising
Education
Golden West College 2005 — 2006
Long Beach City College 2002 — 2003
business, philosophy, speech, marketing, film, economics, political science
Cabrillo High School 1996 — 2000
graphic design
Revere Videos July 2015 - Present
Colonial Life April 2012 - Present
Colonial Life July 2011 - April 2012
DATAVO - Affordable Data & Voice Solutions November 2008 - June 2011
Mass Mutual July 2008 - October 2008
New York Life December 2007 - July 2008
Cingular Wireless January 2005 - November 2007
Timmons Subaru September 2003 - January 2005
Toyota of June 2003 - September 2003
Sunset Auto July 2002 - December 2002
Skills
Problem Solving, Customer Service, Sales, Customer Satisfaction, Marketing, Leadership, Sales Process, Telecommunications, Selling, Life Insurance, Insurance, Team Management, Fixed Annuities, Inventory Management, Retirement Planning, Employee Benefits, Sales Management, Management, Sales Operations, Advertising
Education
Golden West College 2005 — 2006
Long Beach City College 2002 — 2003
business, philosophy, speech, marketing, film, economics, political science
Cabrillo High School 1996 — 2000
graphic design
Franklyn Sanchez's New York Life Experience 2008 - Present
Job Financial Representative at New York Life/NYLIFE Securities LLC.
Industry Financial Services
Experience
New York Life 2008 - Present
Education
Georgetown University 2000 — 2004
BA, English
New York Life 2008 - Present
Education
Georgetown University 2000 — 2004
BA, English
Ashwani Rana CLF's New York Life Experience August 1999 - Present
Job Senior Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life August 1999 - Present
New York Life Insurance Company August 1999 - Present
New York Life April 1997 - Present
New York Life Insurance Company April 1997 - Present
Skills
College Recruiting, Financial Recruiting, Hands On Leader, Recruiting, Training, Business Planning, Analysis, Finance, Financial Services, Investments, Leadership, Life Insurance, Business Development
Education
Guru Nanak Dev University
biology
New York Life August 1999 - Present
New York Life Insurance Company August 1999 - Present
New York Life April 1997 - Present
New York Life Insurance Company April 1997 - Present
Skills
College Recruiting, Financial Recruiting, Hands On Leader, Recruiting, Training, Business Planning, Analysis, Finance, Financial Services, Investments, Leadership, Life Insurance, Business Development
Education
Guru Nanak Dev University
biology
Beverly Zeroogian's New York Life Experience 1994 - 1996
Job Occupational Therapy
Industry Hospital & Health Care
Experience
Greenfield Consulting Group September 2008 - February 2009
IBM Global Services 2000 - 2002
Memorial Sloan-Kettering 1995 - 1998
New York Life 1994 - 1996
The Phoenix Companies 1988 - 1993
Education
Housatonic Community College
OTA
University of Massachusetts, Amherst
B.A.; M.Ed.
Greenfield Consulting Group September 2008 - February 2009
IBM Global Services 2000 - 2002
Memorial Sloan-Kettering 1995 - 1998
New York Life 1994 - 1996
The Phoenix Companies 1988 - 1993
Education
Housatonic Community College
OTA
University of Massachusetts, Amherst
B.A.; M.Ed.
Harold Catlaw's New York Life Experience November 2007 - November 2013
Job Senior Human Resources Business Partner at Fireman's Fund Insurance Company
Industry Financial Services
Experience
Fireman's Fund Insurance Company December 2013 - Present
New York Life November 2007 - November 2013
JPMorgan Chase 2001 - 2006
JP Morgan Chase 1995 - 2001
Skills
Deferred Compensation, Employee Benefits, Succession Planning, Talent Management, Retirement Planning, Estate Planning, Mergers & Acquisitions, Leadership Development, Insurance, Onboarding, Change Management, Organization Development, Organization..., Organization Design, Organization..., Learning & Development, Talent Acquisition, Process Improvement, Employee Relations, Diversity, Performance Management, Compensation, Staff Management, Strategic Planning, Budget Management, Employee Communications, Fixed Annuities, Organizational..., Budgets, Leadership, Organizational..., Organizational Design, Strategy
Education
Fairleigh Dickinson University 1980 — 1981
MBA, Marketing
University of Scranton 1971 — 1975
BS, Sociology
Fireman's Fund Insurance Company December 2013 - Present
New York Life November 2007 - November 2013
JPMorgan Chase 2001 - 2006
JP Morgan Chase 1995 - 2001
Skills
Deferred Compensation, Employee Benefits, Succession Planning, Talent Management, Retirement Planning, Estate Planning, Mergers & Acquisitions, Leadership Development, Insurance, Onboarding, Change Management, Organization Development, Organization..., Organization Design, Organization..., Learning & Development, Talent Acquisition, Process Improvement, Employee Relations, Diversity, Performance Management, Compensation, Staff Management, Strategic Planning, Budget Management, Employee Communications, Fixed Annuities, Organizational..., Budgets, Leadership, Organizational..., Organizational Design, Strategy
Education
Fairleigh Dickinson University 1980 — 1981
MBA, Marketing
University of Scranton 1971 — 1975
BS, Sociology
Keith Lo's New York Life Experience June 2005 - June 2006
Job President at Well Spot Corporation
Industry Financial Services
Experience
Well Spot Corporation August 2014 - Present
Towers Watson October 2008 - August 2014
Aon Consulting July 2006 - August 2007
New York Life June 2005 - June 2006
Skills
Pensions, ERISA, Pension Administration, Executive Pay, Defined Benefit, Employee Benefits, Actuarial Science, ALM, VBA, Retirement, Risk Management, Financial Risk
Education
The London School of Economics and Political Science (LSE) 2007 — 2008
MSc, Econometrics
Harvard University 2000 — 2005
BA, Economics
Well Spot Corporation August 2014 - Present
Towers Watson October 2008 - August 2014
Aon Consulting July 2006 - August 2007
New York Life June 2005 - June 2006
Skills
Pensions, ERISA, Pension Administration, Executive Pay, Defined Benefit, Employee Benefits, Actuarial Science, ALM, VBA, Retirement, Risk Management, Financial Risk
Education
The London School of Economics and Political Science (LSE) 2007 — 2008
MSc, Econometrics
Harvard University 2000 — 2005
BA, Economics
Chris Bustos's New York Life Experience March 2009 - May 2009
Job CORE Assistant at Allstate
Industry Restaurants
Experience
Allstate June 2010 - Present
CTB McGraw Hill March 2010 - April 2010
New York Life March 2009 - May 2009
Scotty's Brewhouse, Inc. July 2005 - December 2008
B&T Distributors October 2001 - April 2005
Skills
Team Building, Problem Solving, Team Leadership, Supervisory Skills, Strategic Planning, Call Centers, Time Management, Leadership Development
Education
Indiana University Bloomington 2006 — 2008
2008, Philosophy, Cognitive Science
Allstate June 2010 - Present
CTB McGraw Hill March 2010 - April 2010
New York Life March 2009 - May 2009
Scotty's Brewhouse, Inc. July 2005 - December 2008
B&T Distributors October 2001 - April 2005
Skills
Team Building, Problem Solving, Team Leadership, Supervisory Skills, Strategic Planning, Call Centers, Time Management, Leadership Development
Education
Indiana University Bloomington 2006 — 2008
2008, Philosophy, Cognitive Science
Russ Taulbee's New York Life Experience January 2004 - June 2004
Job Producer with Lee, Hill and Johnston Insurors
Industry Insurance
Experience
Lee, Hill, and Johnston Insurors January 2009 - Present
Coldwell Banker Tanner Realty October 2004 - January 2009
New York Life January 2004 - June 2004
Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Umbrella Insurance, Life Insurance, Professional Liability, Liability, Commercial Lines, Term Life Insurance, Employment Practices..., Homeowners
Education
Georgia Southern University 2000 — 2004
Bachelor of Business Administration, Finance
Florida State University 1999 — 2000
Bachelor's Degree, Finance, General
Lee, Hill, and Johnston Insurors January 2009 - Present
Coldwell Banker Tanner Realty October 2004 - January 2009
New York Life January 2004 - June 2004
Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Umbrella Insurance, Life Insurance, Professional Liability, Liability, Commercial Lines, Term Life Insurance, Employment Practices..., Homeowners
Education
Georgia Southern University 2000 — 2004
Bachelor of Business Administration, Finance
Florida State University 1999 — 2000
Bachelor's Degree, Finance, General
Cindy Beyer's New York Life Experience 2004 - 2008
Job Sr. Account Executive at Intellitek Systems, Inc.
Industry Information Technology and Services
Experience
Intellitek Systems, Inc. January 2013 - Present
Intellitek Systems June 2011 - Present
Rabb Kinetico Water Systems 2010 - 2011
New York Life 2004 - 2008
Wabash Technologies 1998 - 2001
Skills
Teaching, Team Building, Business Development, Sales Management, Direct Sales, Microsoft Office, Negotiation, Strategic Planning, Marketing Strategy, Business Strategy, Customer Service, Trade Shows, Management, Account Management, Social Media Marketing, Leadership, Sales Operations, B2B, Retail, Recruiting, Social Media, CRM, Coaching, Business Planning, Public Speaking, Product Development, Market Research, Team Leadership, Event Management, Training, Public Relations, Sales Process, Operations Management, Selling, Marketing Communications, Cold Calling, Event Planning, Contract Negotiation, Online Marketing, Customer Satisfaction, Social Networking, Customer Retention, Email Marketing, Entrepreneurship, Sales Presentations, Leadership Development, Salesforce.com, Small Business, Inventory Management, Strategic Partnerships
Education
Indiana State University 1969 — 1973
BS, Education
Waldron High School
Diploma, College Prep
Intellitek Systems, Inc. January 2013 - Present
Intellitek Systems June 2011 - Present
Rabb Kinetico Water Systems 2010 - 2011
New York Life 2004 - 2008
Wabash Technologies 1998 - 2001
Skills
Teaching, Team Building, Business Development, Sales Management, Direct Sales, Microsoft Office, Negotiation, Strategic Planning, Marketing Strategy, Business Strategy, Customer Service, Trade Shows, Management, Account Management, Social Media Marketing, Leadership, Sales Operations, B2B, Retail, Recruiting, Social Media, CRM, Coaching, Business Planning, Public Speaking, Product Development, Market Research, Team Leadership, Event Management, Training, Public Relations, Sales Process, Operations Management, Selling, Marketing Communications, Cold Calling, Event Planning, Contract Negotiation, Online Marketing, Customer Satisfaction, Social Networking, Customer Retention, Email Marketing, Entrepreneurship, Sales Presentations, Leadership Development, Salesforce.com, Small Business, Inventory Management, Strategic Partnerships
Education
Indiana State University 1969 — 1973
BS, Education
Waldron High School
Diploma, College Prep
Trisha Holland Moseley's New York Life Experience 1990 - 1992
Job Commission Analyst at AIG Advisor Group
Industry Insurance
Experience
AIG Advisor Group June 2015 - Present
AIG Advisor Group September 2013 - Present
AIG Advisor Group March 2011 - September 2013
Chartis Insurance March 2007 - March 2011
AIG May 2006 - March 2007
The Prudential Bank 1992 - 1995
New York Life 1990 - 1992
Pace Financial Partners 1988 - 1990
The Coca-Cola Company 1987 - 1988
The Coca-Cola Company 1985 - 1987
Skills
Commercial Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Accounting, Accounts Receivable, PowerPoint, Department Budgeting, Budget Process, Monthly Close, Account Reconciliation, Process Improvement, Credit Analysis, SAP R/3, SAP BW, SAP, Loans, 1099 Preparation, Non-profit Boards, Customer Service, UCC filings, Blackline
Education
Fremd 1972 — 1976
Georgia State University
BBA, Finance
Mercer University - Stetson School of Business and Economics
MBA
Other
AIG Advisor Group June 2015 - Present
AIG Advisor Group September 2013 - Present
AIG Advisor Group March 2011 - September 2013
Chartis Insurance March 2007 - March 2011
AIG May 2006 - March 2007
The Prudential Bank 1992 - 1995
New York Life 1990 - 1992
Pace Financial Partners 1988 - 1990
The Coca-Cola Company 1987 - 1988
The Coca-Cola Company 1985 - 1987
Skills
Commercial Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Accounting, Accounts Receivable, PowerPoint, Department Budgeting, Budget Process, Monthly Close, Account Reconciliation, Process Improvement, Credit Analysis, SAP R/3, SAP BW, SAP, Loans, 1099 Preparation, Non-profit Boards, Customer Service, UCC filings, Blackline
Education
Fremd 1972 — 1976
Georgia State University
BBA, Finance
Mercer University - Stetson School of Business and Economics
MBA
Other
Gretchen Pass's New York Life Experience April 2009 - February 2012
Job Insurance Agent
Industry Financial Services
Experience
CW Howard Insurance February 2012 - Present
New York Life April 2009 - February 2012
NexTier Bank May 2003 - April 2009
Skills
Fixed Annuities, Series 6, Long Term Care Insurance
Education
Geneva College 2007 — 2008
BS, Organizational Development/ Strategic Management
Grove City College 2002 — 2006
BS, Chemistry, Sociology
CW Howard Insurance February 2012 - Present
New York Life April 2009 - February 2012
NexTier Bank May 2003 - April 2009
Skills
Fixed Annuities, Series 6, Long Term Care Insurance
Education
Geneva College 2007 — 2008
BS, Organizational Development/ Strategic Management
Grove City College 2002 — 2006
BS, Chemistry, Sociology
Alexa Vlachos Rakowski's New York Life Experience October 1994 - March 1997
Job Noninstructional Adjunct/Outreach at Queensborough Community College
Industry Higher Education
Experience
Queensborough Community College May 2006 - Present
TIAA-CREF March 1997 - June 2002
New York Life October 1994 - March 1997
MetLife December 1991 - October 1994
Mayor's Office of Labor Relations September 1987 - November 1991
Education
Fordham University 1986 — 1988
MS, Education
Fordham University 1982 — 1986
BA, English
Lourdes
Queensborough Community College May 2006 - Present
TIAA-CREF March 1997 - June 2002
New York Life October 1994 - March 1997
MetLife December 1991 - October 1994
Mayor's Office of Labor Relations September 1987 - November 1991
Education
Fordham University 1986 — 1988
MS, Education
Fordham University 1982 — 1986
BA, English
Lourdes
Cecilia Brunoni's New York Life Experience September 1996 - June 1997
Job Financial Services/Marketing Professional
Industry Financial Services
Experience
UBS (PaineWebber) June 1997 - October 2005
New York Life September 1996 - June 1997
Dean Witter May 1994 - September 1996
AXA Equitable July 1992 - May 1994
MetLife January 1986 - July 1992
American Home Products Corporation (Wyeth) (Pfizer) September 1982 - January 1986
Union Carbide Corporation March 1980 - September 1982
Skills
Employee Benefits, Retirement, Wealth Management, Financial Services, 401k, Investments, Retirement Planning
Education
Fordham University 1974 — 1978
BA, Business Administration, French, Italian
The Mary Louis Academy 1970 — 1974
Academic, French, Italian
UBS (PaineWebber) June 1997 - October 2005
New York Life September 1996 - June 1997
Dean Witter May 1994 - September 1996
AXA Equitable July 1992 - May 1994
MetLife January 1986 - July 1992
American Home Products Corporation (Wyeth) (Pfizer) September 1982 - January 1986
Union Carbide Corporation March 1980 - September 1982
Skills
Employee Benefits, Retirement, Wealth Management, Financial Services, 401k, Investments, Retirement Planning
Education
Fordham University 1974 — 1978
BA, Business Administration, French, Italian
The Mary Louis Academy 1970 — 1974
Academic, French, Italian
P.M. Watson, III's New York Life Experience July 2007 - January 2008
Job Operations Manager at Newell Recycling of Macon
Industry Management Consulting
Experience
Newell Recycling of Macon Operations ManagerNewell Recycling of MaconFebruary 2011 - Present
Wacter Metals Recycling April 2008 - November 2008
New York Life July 2007 - January 2008
AAMCO Transmissions October 1996 - March 2007
Mindis Recycling January 1988 - May 1996
Skills
Purchasing, Selling
Education
Georgia College and State University 1986 — 1986
Accounting, Statistics, and Economics
Mercer University 1977 — 1981
B.A., Communications
Newell Recycling of Macon Operations ManagerNewell Recycling of MaconFebruary 2011 - Present
Wacter Metals Recycling April 2008 - November 2008
New York Life July 2007 - January 2008
AAMCO Transmissions October 1996 - March 2007
Mindis Recycling January 1988 - May 1996
Skills
Purchasing, Selling
Education
Georgia College and State University 1986 — 1986
Accounting, Statistics, and Economics
Mercer University 1977 — 1981
B.A., Communications
Rich Witterschein's New York Life Experience July 2007 - March 2012
Job Managing Director, Treasury, Ambac Assurance
Industry Insurance
Experience
New York Life July 2007 - March 2012
New York Life Insurance Company 2000 - 2007
New York Life Insurance Company 1996 - 2000
Nextel Communications 1994 - 1995
ADP 1987 - 1994
Delphi Financial Services 1985 - 1987
Skills
Treasury Management, Financial Analysis, Cash Management, Portfolio Management, Financial Services, Management, Capital Markets, Investments, Equities, Credit, Banking, Cash Flow Forecasting, Strategic Financial..., Internal Audit, Treasury, Fixed Income, Budgets, Risk Management, Financial Modeling
Education
Fairleigh Dickinson University 1990 — 1994
MBA, Finance
The College of New Jersey 1980 — 1984
New York Life July 2007 - March 2012
New York Life Insurance Company 2000 - 2007
New York Life Insurance Company 1996 - 2000
Nextel Communications 1994 - 1995
ADP 1987 - 1994
Delphi Financial Services 1985 - 1987
Skills
Treasury Management, Financial Analysis, Cash Management, Portfolio Management, Financial Services, Management, Capital Markets, Investments, Equities, Credit, Banking, Cash Flow Forecasting, Strategic Financial..., Internal Audit, Treasury, Fixed Income, Budgets, Risk Management, Financial Modeling
Education
Fairleigh Dickinson University 1990 — 1994
MBA, Finance
The College of New Jersey 1980 — 1984
Robert E. {Bob} Buckley's New York Life Experience June 1965 - September 1978
Job salesman at Einstein Moomjy
Industry Retail
Experience
Einstein Moomjy salesmanEinstein MoomjyAugust 1993 - Present
New York Life June 1965 - September 1978
Education
Fordham University 1957 — 1961
BS, Liberal Arts
Einstein Moomjy salesmanEinstein MoomjyAugust 1993 - Present
New York Life June 1965 - September 1978
Education
Fordham University 1957 — 1961
BS, Liberal Arts
Dida Langsdale's New York Life Experience September 2007 - September 2012
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC September 2012 - Present
New York Life September 2007 - September 2012
Wells Fargo 2004 - 2007
Skills
Sales, Retirement Planning, Life Insurance, Insurance, Management, Finance, Financial Services, Fixed Annuities, Retirement, Long-term Care, Investments, Mutual Funds, Marketing, Leadership, Financial Planning, Disability Insurance, 401k Rollovers, IRAs, Roth IRA, Small Business, Term Life Insurance, Wealth Accumulation
Education
Florida Atlantic University 1992 — 1997
Bachelors, Psychology, & English Literature with concentration in Speech Communication
VALIC September 2012 - Present
New York Life September 2007 - September 2012
Wells Fargo 2004 - 2007
Skills
Sales, Retirement Planning, Life Insurance, Insurance, Management, Finance, Financial Services, Fixed Annuities, Retirement, Long-term Care, Investments, Mutual Funds, Marketing, Leadership, Financial Planning, Disability Insurance, 401k Rollovers, IRAs, Roth IRA, Small Business, Term Life Insurance, Wealth Accumulation
Education
Florida Atlantic University 1992 — 1997
Bachelors, Psychology, & English Literature with concentration in Speech Communication
Aisley (Quaglia) Atkins's New York Life Experience 2007 - 2008
Job RESULTSORIENTED BUSINESS PROFESSIONAL w/10+ years experience in education, government, health care & insurance fields.
Industry Writing and Editing
Experience
Sacred Heart Catholic School 2008 - 2009
New York Life 2007 - 2008
Mandarin Middle Sch. 2004 - 2005
Coopers & Lybrand Consulting January 1996 - June 1997
Blue Cross Blue Shield of Florida August 1994 - December 1995
Health Technology Associates April 1991 - August 1994
Our Town Fredericksburg (Mainstreet Project) 1990 - 1991
Skills
Editing, Creative Writing, Management, Program Management, Leadership
Education
Florida Coastal School of Law 2006 — 2007
University of Mary Washington 1986 — 1990
B.A.
Sacred Heart Catholic School 2008 - 2009
New York Life 2007 - 2008
Mandarin Middle Sch. 2004 - 2005
Coopers & Lybrand Consulting January 1996 - June 1997
Blue Cross Blue Shield of Florida August 1994 - December 1995
Health Technology Associates April 1991 - August 1994
Our Town Fredericksburg (Mainstreet Project) 1990 - 1991
Skills
Editing, Creative Writing, Management, Program Management, Leadership
Education
Florida Coastal School of Law 2006 — 2007
University of Mary Washington 1986 — 1990
B.A.
Elizabeth Decker's New York Life Experience April 2001 - April 2011
Job Full Time StudentMarriage and Family Therapy at Fairfield University
Industry Human Resources
Experience
Fairfield University June 2012 - Present
New York Life April 2001 - April 2011
Skills
Talent Management, Succession Planning, Talent Acquisition, Insurance, Recruiting, Onboarding, Employee Benefits, Performance Management, Organizational..., Human Resources, Coaching, Leadership, Employee Relations, Organizational..., Strategy, Employee Engagement
Education
Fairfield University
MA Marriage and Family Therapy
Fordham University
MA, Human Resource Education and Development, Human Resources, Organizational Development, Training
Marietta College
Bachelor's degree, Psychology and Leadership
Fairfield University June 2012 - Present
New York Life April 2001 - April 2011
Skills
Talent Management, Succession Planning, Talent Acquisition, Insurance, Recruiting, Onboarding, Employee Benefits, Performance Management, Organizational..., Human Resources, Coaching, Leadership, Employee Relations, Organizational..., Strategy, Employee Engagement
Education
Fairfield University
MA Marriage and Family Therapy
Fordham University
MA, Human Resource Education and Development, Human Resources, Organizational Development, Training
Marietta College
Bachelor's degree, Psychology and Leadership
G Alexander Sandy Creighton's New York Life Experience Asset Manager, Real Estate InvestmentsPrudential InsuranceDecember 1987 - March 1990
Job Registered Representative at New York Life
Industry Financial Services
Experience
New York Life Asset Manager, Real Estate InvestmentsPrudential InsuranceDecember 1987 - March 1990
Education
Harvard Business School 1968 — 1970
MBA, Real Estate Finance
New York Life Asset Manager, Real Estate InvestmentsPrudential InsuranceDecember 1987 - March 1990
Education
Harvard Business School 1968 — 1970
MBA, Real Estate Finance
Dale Allen's New York Life Experience October 2002 - May 2007
Job Human Resources Management
Industry Human Resources
Experience
DVFG Advisors, LLC May 2007 - October 2009
New York Life October 2002 - May 2007
Merck May 1981 - November 2001
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Marketing and Management
Harvard University Graduate School of Education 1973 — 1976
Ed.M., Learning Environments, Ed.Psych., Organizational Development and Design
Saint Joseph's University 1964 — 1968
B.S., English, Secondary Education
DVFG Advisors, LLC May 2007 - October 2009
New York Life October 2002 - May 2007
Merck May 1981 - November 2001
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Marketing and Management
Harvard University Graduate School of Education 1973 — 1976
Ed.M., Learning Environments, Ed.Psych., Organizational Development and Design
Saint Joseph's University 1964 — 1968
B.S., English, Secondary Education
Jackie Esthus's New York Life Experience January 2001 - October 2014
Job Program Manager, Global HR
Industry Financial Services
Experience
Bank of America October 2014 - Present
New York Life January 2001 - October 2014
Fleet Financial Group December 1995 - January 2001
Travelers June 1990 - September 1993
Skills
Pensions, Relationship Management, Retirement, Financial Services, Vendor Management
Education
Harvard University 1982 — 1986
BA, Sociology
Bank of America October 2014 - Present
New York Life January 2001 - October 2014
Fleet Financial Group December 1995 - January 2001
Travelers June 1990 - September 1993
Skills
Pensions, Relationship Management, Retirement, Financial Services, Vendor Management
Education
Harvard University 1982 — 1986
BA, Sociology
April D Scott's New York Life Experience 2005 - Present
Job Independant Agent at New York Life
Industry Financial Services
Experience
New York Life 2005 - Present
Skills
Retirement Planning, IRAs, Insurance, Fixed Annuities, Term Life Insurance
Education
Indiana University - Kelley School of Business 2000 — 2006
BS, Management
New York Life 2005 - Present
Skills
Retirement Planning, IRAs, Insurance, Fixed Annuities, Term Life Insurance
Education
Indiana University - Kelley School of Business 2000 — 2006
BS, Management
Nicole Linton's New York Life Experience District Sales ManagerGeneral Motors2003 - 2009
Job Agent at New York Life
Industry Insurance
Experience
New York Life District Sales ManagerGeneral Motors2003 - 2009
New York Life 1998 - 2003
Education
Howard University
B.A
New York Life District Sales ManagerGeneral Motors2003 - 2009
New York Life 1998 - 2003
Education
Howard University
B.A
Ben Ferrero's New York Life Experience May 2009 - Present
Job Advanced Police Officer at SavannahChatham Metropolitan Police Department
Industry Public Safety
Experience
Savannah-Chatham Metropolitan Police Department September 2011 - Present
New York Life May 2009 - Present
Civil Air Patrol November 1999 - Present
Big Al's Italiano May 2008 - August 2009
Dimitri's Italiano January 2007 - May 2008
AMC September 2006 - January 2007
Skills
Management
Education
Holy Family University 2006 — 2010
In Progress, Business
Northeast High School 2002 — 2006
Liberal Arts
Savannah-Chatham Metropolitan Police Department September 2011 - Present
New York Life May 2009 - Present
Civil Air Patrol November 1999 - Present
Big Al's Italiano May 2008 - August 2009
Dimitri's Italiano January 2007 - May 2008
AMC September 2006 - January 2007
Skills
Management
Education
Holy Family University 2006 — 2010
In Progress, Business
Northeast High School 2002 — 2006
Liberal Arts
Joseph Slovich's New York Life Experience August 2009 - June 2010
Job Account Manager
Industry Financial Services
Experience
Lockheed Martin September 2012 - Present
Allegis Group June 2010 - September 2012
New York Life August 2009 - June 2010
Bank of America September 2005 - July 2009
Skills
Change Management, Contract Negotiations, Leadership, Team Building
Education
George Mason University 2004 — 2011
BS, Management
Lockheed Martin September 2012 - Present
Allegis Group June 2010 - September 2012
New York Life August 2009 - June 2010
Bank of America September 2005 - July 2009
Skills
Change Management, Contract Negotiations, Leadership, Team Building
Education
George Mason University 2004 — 2011
BS, Management
Edward Chiha Jr.'s New York Life Experience August 2010 - March 2011
Job Senior Associate Corporate Compliance at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company March 2011 - August 2014
New York Life August 2010 - March 2011
ACS 2000 - 2010
Skills
Investments, Wealth Management, Asset Allocation, Investment Strategies, Regulatory Compliance, Investment Advisory, Securities, Mutual Funds, Asset Management, Strategic Financial..., FINRA, Employee Benefits, Insurance, Retirement Planning, Estate Planning, Financial Services, Series 7, Retirement, Financial Planning
Education
Rutgers University School of Law - Camden 2004 — 2008
JD, Law
Franklin & Marshall College 1993 — 1997
Bachelor of Arts (BA), Sociology and Anthropology
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company March 2011 - August 2014
New York Life August 2010 - March 2011
ACS 2000 - 2010
Skills
Investments, Wealth Management, Asset Allocation, Investment Strategies, Regulatory Compliance, Investment Advisory, Securities, Mutual Funds, Asset Management, Strategic Financial..., FINRA, Employee Benefits, Insurance, Retirement Planning, Estate Planning, Financial Services, Series 7, Retirement, Financial Planning
Education
Rutgers University School of Law - Camden 2004 — 2008
JD, Law
Franklin & Marshall College 1993 — 1997
Bachelor of Arts (BA), Sociology and Anthropology
Veronica Howard's New York Life Experience June 2011 - March 2012
Job Business Manager at MK Gandhi Institute for Nonviolence
Industry Public Relations and Communications
Experience
MK Gandhi Institute September 2015 - Present
First Unitarian Church of Rochester January 2015 - Present
Public Relations Society of America (PRSA) 2014 - July 2015
Volunteers for International Medical Aid 2012 - 2015
Combined Insurance February 2013 - November 2013
NAA March 2012 - October 2012
New York Life June 2011 - March 2012
State Farm Insurance November 2009 - August 2010
State Farm Insurance April 2003 - June 2009
State Farm Bank January 2002 - 2003
Skills
Community Development, Insurance, Nonprofits, Community Outreach, Strategic Communications, Leadership, Management, Health Insurance, Internal Communications, Fundraising, Fixed Annuities, Grants, Budgets, Small Business, Homeowners, Employee Benefits, Economic Development, Workers Compensation, Life Insurance, Sales, Project Coordination, Training, Public Relations, Non-profits, Financial Services, Investments, Disability Insurance, Long-term Care, Strategic Planning, Term Life Insurance, Commercial Insurance, Leadership Development, Public Affairs, Umbrella Insurance, International Community...
Education
Illinois State University 2000 — 2006
M.S.
State University of New York College at Brockport 1994 — 1995
B.S.
Monroe Community College 1989 — 1993
Associate of Science (A.S.)
MK Gandhi Institute September 2015 - Present
First Unitarian Church of Rochester January 2015 - Present
Public Relations Society of America (PRSA) 2014 - July 2015
Volunteers for International Medical Aid 2012 - 2015
Combined Insurance February 2013 - November 2013
NAA March 2012 - October 2012
New York Life June 2011 - March 2012
State Farm Insurance November 2009 - August 2010
State Farm Insurance April 2003 - June 2009
State Farm Bank January 2002 - 2003
Skills
Community Development, Insurance, Nonprofits, Community Outreach, Strategic Communications, Leadership, Management, Health Insurance, Internal Communications, Fundraising, Fixed Annuities, Grants, Budgets, Small Business, Homeowners, Employee Benefits, Economic Development, Workers Compensation, Life Insurance, Sales, Project Coordination, Training, Public Relations, Non-profits, Financial Services, Investments, Disability Insurance, Long-term Care, Strategic Planning, Term Life Insurance, Commercial Insurance, Leadership Development, Public Affairs, Umbrella Insurance, International Community...
Education
Illinois State University 2000 — 2006
M.S.
State University of New York College at Brockport 1994 — 1995
B.S.
Monroe Community College 1989 — 1993
Associate of Science (A.S.)
Latonia Hall's New York Life Experience 2009 - 2010
Job
Industry Government Administration
Experience
US Department of the Treasury 2008 - Present
New York Life 2009 - 2010
Bank of America July 2000 - September 2008
Skills
Outlook, Retirement Planning
Education
Georgia State University 1999 — 2008
Bachelor of Arts (B.A.), Sociology
US Department of the Treasury 2008 - Present
New York Life 2009 - 2010
Bank of America July 2000 - September 2008
Skills
Outlook, Retirement Planning
Education
Georgia State University 1999 — 2008
Bachelor of Arts (B.A.), Sociology
Jeffrey Wolfhope's New York Life Experience 1997 - 2003
Job Agent at Keeter & Associates Insurance Services Inc.
Industry Insurance
Experience
Keeter & Associates Insurance Services Inc. January 2003 - Present
Lion & Lamb Restaurant 1991 - 2005
New York Life 1997 - 2003
Skills
Fixed Annuities, Term Life Insurance, Whole Life, Long Term Care Insurance, Disability Insurance, AUTO INSURANCE, HOME INSURANCE, HEALTH INSURANCE, BUSINESS INSURANCE, Universal Life, Health Insurance, Sales, Insurance, Homeowners, Customer Service
Education
Florida Atlantic University
BACHELOR OF BUSINESS ADMINISTRATION, Finance
UNITED STATES ARMY
MULTICHANNEL RADIO EQUIPMENT OPERATOR, GERMANY
Orange High School
Keeter & Associates Insurance Services Inc. January 2003 - Present
Lion & Lamb Restaurant 1991 - 2005
New York Life 1997 - 2003
Skills
Fixed Annuities, Term Life Insurance, Whole Life, Long Term Care Insurance, Disability Insurance, AUTO INSURANCE, HOME INSURANCE, HEALTH INSURANCE, BUSINESS INSURANCE, Universal Life, Health Insurance, Sales, Insurance, Homeowners, Customer Service
Education
Florida Atlantic University
BACHELOR OF BUSINESS ADMINISTRATION, Finance
UNITED STATES ARMY
MULTICHANNEL RADIO EQUIPMENT OPERATOR, GERMANY
Orange High School
Maryellen Laclaustra's New York Life Experience March 2004 - September 2012
Job Corporate Vice President Agency Finance at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2012 - Present
New York Life March 2004 - September 2012
Skills
Banking, Financial Analysis, Credit, Estate Planning, Financial Risk, Fixed Income, Marketing, Microsoft Office, Property, Social Media
Education
Fordham University 1986 — 1990
Bachelor of Arts (B.A.), Economics
New York Life Insurance Company September 2012 - Present
New York Life March 2004 - September 2012
Skills
Banking, Financial Analysis, Credit, Estate Planning, Financial Risk, Fixed Income, Marketing, Microsoft Office, Property, Social Media
Education
Fordham University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Maggie Lau's New York Life Experience September 2013 - February 2014
Job PMP; Master of International Business
Industry Marketing and Advertising
Experience
Project Management Institute - Los Angeles September 2013 - December 2014
New York Life September 2013 - February 2014
Tapioca Express December 2010 - August 2012
San Marino Academy October 2007 - September 2008
Skills
Microsoft Office, Management, Marketing, International Business, Microsoft Excel, English, Mandarin, Leadership, Chinese, Accounting, Market Research, International Marketing, Teamwork, Microsoft Word, Multilingual, PowerPoint, Social Networking, Event Planning
Education
Hult International Business School 2012 — 2013
Master's Degree, International Business
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), International Studies - Economics
Project Management Institute - Los Angeles September 2013 - December 2014
New York Life September 2013 - February 2014
Tapioca Express December 2010 - August 2012
San Marino Academy October 2007 - September 2008
Skills
Microsoft Office, Management, Marketing, International Business, Microsoft Excel, English, Mandarin, Leadership, Chinese, Accounting, Market Research, International Marketing, Teamwork, Microsoft Word, Multilingual, PowerPoint, Social Networking, Event Planning
Education
Hult International Business School 2012 — 2013
Master's Degree, International Business
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), International Studies - Economics
Vinicius Benedetti's New York Life Experience March 2013 - Present
Job Corporate Auditor at New York Life
Industry Accounting
Experience
New York Life March 2013 - Present
Citi January 2013 - January 2014
Rothstein Kass November 2011 - December 2012
Fifth & Pacific Companies, Inc. February 2010 - August 2010
Skills
Auditing, Internal Audit, Sarbanes-Oxley Act, Financial Accounting, Finance, Accounting, Financial Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2011
Master of Science (MS), Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2011
Bachelor of Science (BS), Accounting and Finance
Essex County College
James Caldwell High School
New York Life March 2013 - Present
Citi January 2013 - January 2014
Rothstein Kass November 2011 - December 2012
Fifth & Pacific Companies, Inc. February 2010 - August 2010
Skills
Auditing, Internal Audit, Sarbanes-Oxley Act, Financial Accounting, Finance, Accounting, Financial Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2011
Master of Science (MS), Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2011
Bachelor of Science (BS), Accounting and Finance
Essex County College
James Caldwell High School