New York Life
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Headquarters: New York City, New York, United States Number of employees: 11,320 employees (2017); 12,000 agents CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Salaries. You can even request information on how much does New York Life pay if you want to. Learn about salaries, pros and cons of working for New York Life directly from the past employees.
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1,818 New York Life employees in database. Find out everything there's to know about New York Life employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Employees
Employee
Years
Job
Industry
Jason W. Graham Jason W. Graham's New York Life Experience 2008 - November 2013
Job Owner at LSUMusic.com / LSUCanvas.com
Industry Financial Services
Experience
LSU Foundation January 2008 - Present
Graham Enterprises April 2005 - Present
New York Life 2008 - November 2013
Women's Community Rehabilitation Center January 2008 - January 2010
Gonzales Music Wholesale August 1995 - October 2007
Skills
Non-profits, Marketing, Management, Public Speaking, Event Planning, Customer Service, Microsoft Word, Leadership, Fundraising, Team Leadership, Retail, Public Relations, Sales, Event Management, Microsoft Office, Nonprofits, Strategic Planning, Team Building
Education
Louisiana State University 1987 — 1994
Business Administration
LSU Foundation January 2008 - Present
Graham Enterprises April 2005 - Present
New York Life 2008 - November 2013
Women's Community Rehabilitation Center January 2008 - January 2010
Gonzales Music Wholesale August 1995 - October 2007
Skills
Non-profits, Marketing, Management, Public Speaking, Event Planning, Customer Service, Microsoft Word, Leadership, Fundraising, Team Leadership, Retail, Public Relations, Sales, Event Management, Microsoft Office, Nonprofits, Strategic Planning, Team Building
Education
Louisiana State University 1987 — 1994
Business Administration
Clifford Jean-Louis's New York Life Experience August 2013 - Present
Job New York life. Annuities
Industry Insurance
Experience
New York life August 2013 - Present
21st Century Insurance January 2008 - January 2011
Frontier Adjusters January 2006 - January 2007
Progressive Insurance January 2001 - January 2006
Progressive January 1998 - January 2001
Progressive January 1996 - January 1998
Skills
Claim, Liability, Insurance, Liability Analysis, Subrogation, Property Damage, Casualty, Claims Management, Property & Casualty..., Legal Liability, Personal Injury, Commercial Lines, Commercial Insurance, Workers Compensation, Litigation Management
Education
Marist College 1988 — 1992
B.A, Psychology
Master Social work New York University
New York life August 2013 - Present
21st Century Insurance January 2008 - January 2011
Frontier Adjusters January 2006 - January 2007
Progressive Insurance January 2001 - January 2006
Progressive January 1998 - January 2001
Progressive January 1996 - January 1998
Skills
Claim, Liability, Insurance, Liability Analysis, Subrogation, Property Damage, Casualty, Claims Management, Property & Casualty..., Legal Liability, Personal Injury, Commercial Lines, Commercial Insurance, Workers Compensation, Litigation Management
Education
Marist College 1988 — 1992
B.A, Psychology
Master Social work New York University
David Josephs David Josephs's New York Life Experience August 2011 - November 2012
Job Director of Marketing at Champion Home Exteriors
Industry Marketing and Advertising
Experience
Champion Home Exteriors August 2015 - Present
Miscellaneous Marketing March 2010 - Present
Champion Home Exteriors March 2015 - August 2015
Brilliant Event Planning October 2013 - January 2014
Power Home Remodeling Group March 2013 - October 2013
New York Life August 2011 - November 2012
Paramount Management July 2009 - September 2011
Skills
Social Media Marketing, Advertising, Social Media, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Email Marketing, Account Management, Marketing, Online Advertising, Direct Marketing, New Business Development, Strategic Planning, Public Relations, Social Networking, B2B, Trade Shows, Cold Calling, Entrepreneurship, Sales, Event Planning, Sales Management, Business Planning, Finance, Team Building, Lead Generation, Networking, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word
Education
University of Illinois at Chicago 2008 — 2009
Marketing
Joliet Junior College 2006 — 2008
Associate's degree, Business, Management, Marketing, and Related Support Services, 3.5
Champion Home Exteriors August 2015 - Present
Miscellaneous Marketing March 2010 - Present
Champion Home Exteriors March 2015 - August 2015
Brilliant Event Planning October 2013 - January 2014
Power Home Remodeling Group March 2013 - October 2013
New York Life August 2011 - November 2012
Paramount Management July 2009 - September 2011
Skills
Social Media Marketing, Advertising, Social Media, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Email Marketing, Account Management, Marketing, Online Advertising, Direct Marketing, New Business Development, Strategic Planning, Public Relations, Social Networking, B2B, Trade Shows, Cold Calling, Entrepreneurship, Sales, Event Planning, Sales Management, Business Planning, Finance, Team Building, Lead Generation, Networking, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word
Education
University of Illinois at Chicago 2008 — 2009
Marketing
Joliet Junior College 2006 — 2008
Associate's degree, Business, Management, Marketing, and Related Support Services, 3.5
Jonathan Tompkins's New York Life Experience 2008 - February 2011
Job Specialist in Jigsaw puzzles and ERP.
Industry Management Consulting
Experience
EpiCenter ERP August 2013 - Present
City Council of Jacksonville November 2012 - Present
Alabama Specialty Products, Inc. February 2011 - August 2013
New York Life 2008 - February 2011
Skills
Epicor, Public Speaking, Creative Problem Solving, Leading Change, Process Management, Social Networking, Business Process..., Process Improvement, Marketing Communications, Management, Event Planning, Community Development, Motivational Speaking, Personal Development, Coaching, Small Business, Time Management, Team Building, Human Resources, Purchasing, Leadership, Leadership Development, Strategic Planning, Training, Program Management, Budgets, Networking, ERP, Analysis, Sales, Strategy, Operations Management, Team Leadership, Business Process, Project Planning, Finance, Accounting, Business Planning, Project Management, Negotiation, Change Management, Management Consulting, Microsoft Office, Business Analysis, Contract Negotiation, Manufacturing, Consulting, Enterprise Software, Public Relations
Education
Jacksonville State University 1988 — 1991
BS, Accounting, Human Resources
School of Thinking
Thinking Instructor (TISOT) Certificate, Thinking Instructor Course of Training
EpiCenter ERP August 2013 - Present
City Council of Jacksonville November 2012 - Present
Alabama Specialty Products, Inc. February 2011 - August 2013
New York Life 2008 - February 2011
Skills
Epicor, Public Speaking, Creative Problem Solving, Leading Change, Process Management, Social Networking, Business Process..., Process Improvement, Marketing Communications, Management, Event Planning, Community Development, Motivational Speaking, Personal Development, Coaching, Small Business, Time Management, Team Building, Human Resources, Purchasing, Leadership, Leadership Development, Strategic Planning, Training, Program Management, Budgets, Networking, ERP, Analysis, Sales, Strategy, Operations Management, Team Leadership, Business Process, Project Planning, Finance, Accounting, Business Planning, Project Management, Negotiation, Change Management, Management Consulting, Microsoft Office, Business Analysis, Contract Negotiation, Manufacturing, Consulting, Enterprise Software, Public Relations
Education
Jacksonville State University 1988 — 1991
BS, Accounting, Human Resources
School of Thinking
Thinking Instructor (TISOT) Certificate, Thinking Instructor Course of Training
Alfred Loomer, CFP®,CRPS®, MST Alfred Loomer, CFP®,CRPS®, MST's New York Life Experience 1996 - 1998
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2000 - Present
Ameriprise Financial 1998 - 2000
New York Life 1996 - 1998
Ernst & Young 1989 - 1994
Education
University of Hartford 1991 — 1995
MST
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1985
Finance
Ameriprise Financial Services, Inc. December 2000 - Present
Ameriprise Financial 1998 - 2000
New York Life 1996 - 1998
Ernst & Young 1989 - 1994
Education
University of Hartford 1991 — 1995
MST
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1985
Finance
Remarie Dinogan Remarie Dinogan's New York Life Experience December 2008 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life December 2008 - Present
Bank Of America January 2006 - November 2008
Marsh and Maclennan company April 2005 - December 2005
Minnesota January 2002 - May 2005
Skills
IRAs, Retirement, Insurance
Education
New Era University 1989 — 1993
Business Administration, Banking and Finance
Kaplan University
New York Life December 2008 - Present
Bank Of America January 2006 - November 2008
Marsh and Maclennan company April 2005 - December 2005
Minnesota January 2002 - May 2005
Skills
IRAs, Retirement, Insurance
Education
New Era University 1989 — 1993
Business Administration, Banking and Finance
Kaplan University
Dana B. Wood Dana B. Wood's New York Life Experience November 2003 - May 2004
Job Advanced Funeral Planner at EstesLeadley Funeral Home
Industry Program Development
Experience
Shields Middle School (Hillsborough County Public Schools) August 2013 - June 2015
WOODDN LLC April 2004 - December 2014
Estes Leadley Funeral Home January 2013 - June 2013
Lansing Mason Ambulance November 2012 - January 2013
Farm Bureau of Michigan May 2012 - September 2012
Spartan Chassis December 2009 - March 2010
Spartan Chassis February 2009 - December 2009
The Living & Legacy Institute April 2007 - May 2009
D.B. Wood & Associates May 2004 - May 2009
New York Life November 2003 - May 2004
Skills
Process Improvement, Training, Sales, Customer Service, Team Building, Continuous Improvement, Strategic Planning, Strategy, Team Leadership, Advertising, Leadership, Marketing, Time Management, Budgets, Public Speaking, Event Planning, Management
Education
Lansing Community College 2011 — 2011
Certificate- Basic Emergency Medical Technician, Emergency Care Attendant (EMT Ambulance), 4.0
Michigan State University 1994 — 1996
Master of Science, Agricultural and Extension Education
Michigan State University 1992 — 1994
Bachelor of Science, Agriscience
Charlotte High School 1982 — 1986
High School Diploma
Shields Middle School (Hillsborough County Public Schools) August 2013 - June 2015
WOODDN LLC April 2004 - December 2014
Estes Leadley Funeral Home January 2013 - June 2013
Lansing Mason Ambulance November 2012 - January 2013
Farm Bureau of Michigan May 2012 - September 2012
Spartan Chassis December 2009 - March 2010
Spartan Chassis February 2009 - December 2009
The Living & Legacy Institute April 2007 - May 2009
D.B. Wood & Associates May 2004 - May 2009
New York Life November 2003 - May 2004
Skills
Process Improvement, Training, Sales, Customer Service, Team Building, Continuous Improvement, Strategic Planning, Strategy, Team Leadership, Advertising, Leadership, Marketing, Time Management, Budgets, Public Speaking, Event Planning, Management
Education
Lansing Community College 2011 — 2011
Certificate- Basic Emergency Medical Technician, Emergency Care Attendant (EMT Ambulance), 4.0
Michigan State University 1994 — 1996
Master of Science, Agricultural and Extension Education
Michigan State University 1992 — 1994
Bachelor of Science, Agriscience
Charlotte High School 1982 — 1986
High School Diploma
Evan Ho Evan Ho's New York Life Experience 2002 - 2003
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Highrock Quincy Church March 2012 - September 2014
Citizens Bank March 2013 - June 2014
Citizens Bank September 2009 - March 2013
TD Ameritrade May 2009 - September 2009
Bank of America March 2007 - March 2009
Comerica August 2006 - March 2007
U.S. Department of State July 2005 - August 2006
Comerica June 2003 - June 2005
New York Life 2002 - 2003
Skills
Series 7, Series 66, Insurance, Retirement Planning, Mortgage, Sales Management, Customer Satisfaction, Bloomberg Terminal, Investments, Customer Relations, IRA's, Banking, Securities, Wealth Management, Credit, Financial Analysis, Bloomberg, Mentoring, IRAs, Mortgage Lending, Mutual Funds, Trading, Financial Services, Uniform Combined State..., Retirement, Wealth Management..., Relationship Management, Private Banking, Lines Of Credit, High Net Worth..., Investment Management, Investment Strategies, Investment Advisory, Loans, Cross Selling, Asset Management, Financial Advisory, Finance, Portfolio Management, Consumer Lending, Credit Analysis
Education
Boston University - Center for Professional Education
Certificate in Financial Planning
University of Massachusetts Boston 2008 — 2013
MBA/MSF, Finance
Kalamazoo College 1999 — 2003
Bachelors of Arts, Economics, Minors in Spanish and Music
Forest Hills Central
TIAA-CREF June 2014 - Present
Highrock Quincy Church March 2012 - September 2014
Citizens Bank March 2013 - June 2014
Citizens Bank September 2009 - March 2013
TD Ameritrade May 2009 - September 2009
Bank of America March 2007 - March 2009
Comerica August 2006 - March 2007
U.S. Department of State July 2005 - August 2006
Comerica June 2003 - June 2005
New York Life 2002 - 2003
Skills
Series 7, Series 66, Insurance, Retirement Planning, Mortgage, Sales Management, Customer Satisfaction, Bloomberg Terminal, Investments, Customer Relations, IRA's, Banking, Securities, Wealth Management, Credit, Financial Analysis, Bloomberg, Mentoring, IRAs, Mortgage Lending, Mutual Funds, Trading, Financial Services, Uniform Combined State..., Retirement, Wealth Management..., Relationship Management, Private Banking, Lines Of Credit, High Net Worth..., Investment Management, Investment Strategies, Investment Advisory, Loans, Cross Selling, Asset Management, Financial Advisory, Finance, Portfolio Management, Consumer Lending, Credit Analysis
Education
Boston University - Center for Professional Education
Certificate in Financial Planning
University of Massachusetts Boston 2008 — 2013
MBA/MSF, Finance
Kalamazoo College 1999 — 2003
Bachelors of Arts, Economics, Minors in Spanish and Music
Forest Hills Central
Kyle Heath's New York Life Experience January 2009 - November 2010
Job Claims Adjuster
Industry Insurance
Experience
DataBank IMX March 2013 - Present
Worley Catastrophe Response, LLC January 2010 - Present
New York Life January 2009 - November 2010
The Olde Ice House January 2008 - November 2008
Buffalo Wild Wings March 2003 - February 2007
Community Coffee 2002 - 2004
Associated Grocers January 1996 - March 1998
Skills
Marketing, Customer Service, Strategic Planning, Account Management, Marketing Strategy, Microsoft Office, Negotiation, Fundraising, Microsoft Excel, Microsoft Word, PowerPoint, Income Statement, Project Management, Real Estate, Claim, Insurance
Education
Louisiana State University 1996 — 2001
Bsiness
DataBank IMX March 2013 - Present
Worley Catastrophe Response, LLC January 2010 - Present
New York Life January 2009 - November 2010
The Olde Ice House January 2008 - November 2008
Buffalo Wild Wings March 2003 - February 2007
Community Coffee 2002 - 2004
Associated Grocers January 1996 - March 1998
Skills
Marketing, Customer Service, Strategic Planning, Account Management, Marketing Strategy, Microsoft Office, Negotiation, Fundraising, Microsoft Excel, Microsoft Word, PowerPoint, Income Statement, Project Management, Real Estate, Claim, Insurance
Education
Louisiana State University 1996 — 2001
Bsiness
Jeff Newburn Jeff Newburn's New York Life Experience November 2000 - October 2006
Job at Plan2Thrive Financial Services
Industry Financial Services
Experience
Plan2Thrive Financial Services October 2010 - Present
Plan2Thrive Financial Services October 2010 - Present
Holmes Murphy Financial Services November 2006 - September 2010
New York Life November 2000 - October 2006
MidAmerican Energy 1985 - 2000
Skills
Strategic Financial..., Securities, Financial Services, Retirement Planning, Investments
Education
Iowa State University 1975 — 1981
BS, Industrial Technology
Plan2Thrive Financial Services October 2010 - Present
Plan2Thrive Financial Services October 2010 - Present
Holmes Murphy Financial Services November 2006 - September 2010
New York Life November 2000 - October 2006
MidAmerican Energy 1985 - 2000
Skills
Strategic Financial..., Securities, Financial Services, Retirement Planning, Investments
Education
Iowa State University 1975 — 1981
BS, Industrial Technology
Warren Rickford's New York Life Experience May 2004 - April 2005
Job Owner, Pipe Spies, Inc.
Industry Real Estate
Experience
Pipe Spies, Inc. January 2008 - Present
Hydro Physics August 2005 - December 2007
New York Life May 2004 - April 2005
Aflac May 2002 - January 2004
OppenheimerFunds August 1992 - February 2002
Resolution Trust Corp 1992 - 1993
Skills
Inspection, Water, Real Estate, Pipelines, Customer Service, Entrepreneurship, Small Business, Drainage Systems, Ownership, Sales, Computer Proficiency, Bookkeeping, Small Business Marketing, Marketing for Small..., Managing Database, Microsoft Office, Project Estimation, Residential Homes, First Time Home Buyers, Relocation
Education
Kansas State University 1981 — 1983
B.S., Agricultural Economics
Hutchinson Community College 1979 — 1981
Pipe Spies, Inc. January 2008 - Present
Hydro Physics August 2005 - December 2007
New York Life May 2004 - April 2005
Aflac May 2002 - January 2004
OppenheimerFunds August 1992 - February 2002
Resolution Trust Corp 1992 - 1993
Skills
Inspection, Water, Real Estate, Pipelines, Customer Service, Entrepreneurship, Small Business, Drainage Systems, Ownership, Sales, Computer Proficiency, Bookkeeping, Small Business Marketing, Marketing for Small..., Managing Database, Microsoft Office, Project Estimation, Residential Homes, First Time Home Buyers, Relocation
Education
Kansas State University 1981 — 1983
B.S., Agricultural Economics
Hutchinson Community College 1979 — 1981
Jennifer Ramos Staehely Jennifer Ramos Staehely's New York Life Experience August 2008 - January 2009
Job Independent Consultant at Arbonne International
Industry Health, Wellness and Fitness
Experience
Arbonne International June 2008 - Present
New York Life August 2008 - January 2009
Accredited home lenders January 2007 - September 2007
US Navy 2002 - 2006
Education
Marquette University 1998 — 2002
Bachelor's, Broadcast Communications/Spanish
Incarnate Word High School 1994 — 1998
High School, n/a
Arbonne International June 2008 - Present
New York Life August 2008 - January 2009
Accredited home lenders January 2007 - September 2007
US Navy 2002 - 2006
Education
Marquette University 1998 — 2002
Bachelor's, Broadcast Communications/Spanish
Incarnate Word High School 1994 — 1998
High School, n/a
J.R. Richardson's New York Life Experience August 2007 - March 2008
Job Business Account Executive 2 at Comcast Cable
Industry Information Technology and Services
Experience
Comcast Business March 2015 - Present
Comcast Cable August 2013 - Present
McCann Associates April 2012 - June 2013
Siemens ITS August 2010 - December 2011
Softmart January 2010 - March 2011
Pitney Bowes March 2008 - November 2009
NEW YORK LIFE August 2007 - March 2008
SPHERION CORP April 2007 - August 2007
DELL COMPUTER CORPORATION February 1993 - August 2006
Skills
Account Management, Outside Sales, Cold Calling, Sales Operations, Sales, New Business Development, Business Relationship..., Business Strategy, B2B, Exceed Sales Goals, Higher Education, Solution Selling, Management, Salesforce.com, Public Speaking, Enterprise Software, Cloud Computing, Leadership, Analysis, Contract Negotiation, SaaS, Program Management, Recruiting, Marketing, Customer Satisfaction, Budgets, Sales Presentations, Strategy, Competitive Analysis, Direct Sales, Forecasting, Sales Process, Marketing Strategy, Networking, Business Intelligence, Customer Retention, Negotiation, Selling, Lead Generation, Project Planning, Training, Team Building, Customer Service, CRM, Strategic Planning, Sales Management
Education
Lamar University 1984 — 1992
Bachelor of Science, Kinesiology
Comcast Business March 2015 - Present
Comcast Cable August 2013 - Present
McCann Associates April 2012 - June 2013
Siemens ITS August 2010 - December 2011
Softmart January 2010 - March 2011
Pitney Bowes March 2008 - November 2009
NEW YORK LIFE August 2007 - March 2008
SPHERION CORP April 2007 - August 2007
DELL COMPUTER CORPORATION February 1993 - August 2006
Skills
Account Management, Outside Sales, Cold Calling, Sales Operations, Sales, New Business Development, Business Relationship..., Business Strategy, B2B, Exceed Sales Goals, Higher Education, Solution Selling, Management, Salesforce.com, Public Speaking, Enterprise Software, Cloud Computing, Leadership, Analysis, Contract Negotiation, SaaS, Program Management, Recruiting, Marketing, Customer Satisfaction, Budgets, Sales Presentations, Strategy, Competitive Analysis, Direct Sales, Forecasting, Sales Process, Marketing Strategy, Networking, Business Intelligence, Customer Retention, Negotiation, Selling, Lead Generation, Project Planning, Training, Team Building, Customer Service, CRM, Strategic Planning, Sales Management
Education
Lamar University 1984 — 1992
Bachelor of Science, Kinesiology
Lindsay Shadbolt Lindsay Shadbolt's New York Life Experience January 2011 - April 2012
Job Systems Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2013 - Present
New York Life January 2011 - April 2012
New York Life Insurance Company 2001 - 2011
New York Life Insurance Company March 1997 - March 2001
Skills
Project Management, Information Technology, Product Development, Fixed Annuities, Variable Annuities, Variable Products, Insurance, Variable Universal Life, Financial Services, IT Management, IT Solutions, Interdepartmental..., Budget Process, Divisional Management, Team Leadership, Variable Life, Retirement, Management, Financial Analysis, IT Strategy, Life Insurance, Business Process..., Strategic Financial..., Business Analysis, SDLC, PMO, Investments, Customer Satisfaction, Mutual Funds, Software Documentation, Product Management, Business Planning, Risk Management
Education
Anisfield School of Business, Ramapo College
Certificate in Project Management
NYU Stern School of Business 1988 — 1992
Master of Business Administration (MBA), Finance
Lafayette College 1978 — 1982
Bachelor's degree, Economics
Prudential Financial March 2013 - Present
New York Life January 2011 - April 2012
New York Life Insurance Company 2001 - 2011
New York Life Insurance Company March 1997 - March 2001
Skills
Project Management, Information Technology, Product Development, Fixed Annuities, Variable Annuities, Variable Products, Insurance, Variable Universal Life, Financial Services, IT Management, IT Solutions, Interdepartmental..., Budget Process, Divisional Management, Team Leadership, Variable Life, Retirement, Management, Financial Analysis, IT Strategy, Life Insurance, Business Process..., Strategic Financial..., Business Analysis, SDLC, PMO, Investments, Customer Satisfaction, Mutual Funds, Software Documentation, Product Management, Business Planning, Risk Management
Education
Anisfield School of Business, Ramapo College
Certificate in Project Management
NYU Stern School of Business 1988 — 1992
Master of Business Administration (MBA), Finance
Lafayette College 1978 — 1982
Bachelor's degree, Economics
Kelsey McGee Kelsey McGee's New York Life Experience August 2011 - May 2013
Job Attended Martin Methodist College
Industry Health, Wellness and Fitness
Experience
Unland Center of Dental Excellence May 2014 - Present
New York Life August 2011 - May 2013
New York Life 2011 - 2013
Five Oaks Golf and Country Club 2010 - 2011
Sports Village Fitness October 2006 - June 2008
Education
Martin Methodist College 2009 — 2013
Bachelor's degree, Biology
Wilson Central High School 2005 — 2009
Martin Methodist College
Bachelor’s degree, Biology
Unland Center of Dental Excellence May 2014 - Present
New York Life August 2011 - May 2013
New York Life 2011 - 2013
Five Oaks Golf and Country Club 2010 - 2011
Sports Village Fitness October 2006 - June 2008
Education
Martin Methodist College 2009 — 2013
Bachelor's degree, Biology
Wilson Central High School 2005 — 2009
Martin Methodist College
Bachelor’s degree, Biology
Andrew Frazier Jr., MBA, CFA Andrew Frazier Jr., MBA, CFA's New York Life Experience July 1998 - February 2007
Job President & COO at A & J Management Providing Business Strategy, Financial Management and & Employee Benefit Solutions
Industry Management Consulting
Experience
Rising Tide Capital December 2014 - Present
A & J Management 2008 - Present
Berkeley College 2012 - Present
Aflac February 2011 - Present
CALIBR (formerly NextGen Network) 2000 - 2014
US Commerce Dept - 2010 Census 2009 - 2010
The Executive Leadership Council February 2007 - April 2008
New York Life July 1998 - February 2007
Merck Sharp & Dohme June 1997 - August 1997
McMaster-Carr Supply Company September 1994 - July 1996
Skills
Leadership, Strategy, Management, Strategic Planning, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Training, Executive Management, Insurance, Risk Management, Operations Management, Finance, Leadership Development, Team Building, Analysis, Investments, New Business Development, Business Development, Due Diligence, Financial Advisory, Employee Benefits, Marketing, Asset Management, Strategic Financial..., Operational Excellence, Financial Analysis, Venture Capital, Small Business, Nonprofits, Valuation, Budgets, Business Advisory, Investment Advisory, Banking, Program Management, Human Resources, Portfolio Management, Managerial Finance, Financial Services, Financial Modeling, Process Improvement, Business Planning, Start-ups, Competitive Analysis, Corporate Finance, Strategic Advisory, Cross-functional Team..., Equities
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance & Management
Navy Supply Corps School (NSCS) 1991 — 1992
Basic Qualification, Leadership, Financial Management, Retail Management, Food Service Management, and Supply Management
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
Peabody High School 1983 — 1987
Diploma, College Prep - CAS
Rising Tide Capital December 2014 - Present
A & J Management 2008 - Present
Berkeley College 2012 - Present
Aflac February 2011 - Present
CALIBR (formerly NextGen Network) 2000 - 2014
US Commerce Dept - 2010 Census 2009 - 2010
The Executive Leadership Council February 2007 - April 2008
New York Life July 1998 - February 2007
Merck Sharp & Dohme June 1997 - August 1997
McMaster-Carr Supply Company September 1994 - July 1996
Skills
Leadership, Strategy, Management, Strategic Planning, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Training, Executive Management, Insurance, Risk Management, Operations Management, Finance, Leadership Development, Team Building, Analysis, Investments, New Business Development, Business Development, Due Diligence, Financial Advisory, Employee Benefits, Marketing, Asset Management, Strategic Financial..., Operational Excellence, Financial Analysis, Venture Capital, Small Business, Nonprofits, Valuation, Budgets, Business Advisory, Investment Advisory, Banking, Program Management, Human Resources, Portfolio Management, Managerial Finance, Financial Services, Financial Modeling, Process Improvement, Business Planning, Start-ups, Competitive Analysis, Corporate Finance, Strategic Advisory, Cross-functional Team..., Equities
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance & Management
Navy Supply Corps School (NSCS) 1991 — 1992
Basic Qualification, Leadership, Financial Management, Retail Management, Food Service Management, and Supply Management
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
Peabody High School 1983 — 1987
Diploma, College Prep - CAS
Jeff Lonczak Jeff Lonczak's New York Life Experience September 2011 - January 2013
Job Director of Tennis Operations at Champions for Life and Skaneateles Country Club
Industry Financial Services
Experience
Skaneateles Country Club May 2013 - Present
Manlius YMCA August 2012 - August 2013
Hamilton College August 2012 - May 2013
New York Life September 2011 - January 2013
Onondaga Community College 2008 - 2012
Papa Sports January 2004 - January 2005
Skills
Fixed Annuities, Public Speaking, Retail, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Teaching, Life Insurance, Microsoft Word, Social Media, Event Management, Strategic Planning, Higher Education, Social Networking, Team Building, Editing, Tennis, Public Relations
Education
State University of New York College at Oswego 2007 — 2008
M.S., Education (business)
Le Moyne College 2002 — 2004
B.S., Business Administration
Onondaga Community College 1998 — 2001
A.S., Business Administration
Skaneateles Country Club May 2013 - Present
Manlius YMCA August 2012 - August 2013
Hamilton College August 2012 - May 2013
New York Life September 2011 - January 2013
Onondaga Community College 2008 - 2012
Papa Sports January 2004 - January 2005
Skills
Fixed Annuities, Public Speaking, Retail, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Teaching, Life Insurance, Microsoft Word, Social Media, Event Management, Strategic Planning, Higher Education, Social Networking, Team Building, Editing, Tennis, Public Relations
Education
State University of New York College at Oswego 2007 — 2008
M.S., Education (business)
Le Moyne College 2002 — 2004
B.S., Business Administration
Onondaga Community College 1998 — 2001
A.S., Business Administration
Jagadeesh Kasu Jagadeesh Kasu's New York Life Experience November 2005 - February 2007
Job OBIEE/OBIA Lead Developer Solutions Development at NYUMC
Industry Information Technology and Services
Experience
NYU Langone Medical Center September 2013 - Present
Bank of America August 2013 - September 2013
Apps Associates April 2013 - July 2013
BNSF Railway June 2008 - April 2013
Bank of America March 2007 - June 2008
New York Life November 2005 - February 2007
Aztecsoft April 2003 - July 2005
Skills
OBIEE, OBI Apps, DAC, Informatica, Oracle E-Business Suite, Siebel, DB2, Teradata, Oracle 9i, BI Publisher, PL/SQL, Oracle Financial, Supply Chain Management, ETL, Unix, Oracle, Software Project..., Business Intelligence, Database Design, SQL, CRM, Microsoft SQL Server, Databases
Education
New Jersey Institute of Technology 2005 — 2006
MS, Computer Science
Jawaharlal Nehru Technological University 1999 — 2003
B.Tech, Computer Science & Information Technology
NYU Langone Medical Center September 2013 - Present
Bank of America August 2013 - September 2013
Apps Associates April 2013 - July 2013
BNSF Railway June 2008 - April 2013
Bank of America March 2007 - June 2008
New York Life November 2005 - February 2007
Aztecsoft April 2003 - July 2005
Skills
OBIEE, OBI Apps, DAC, Informatica, Oracle E-Business Suite, Siebel, DB2, Teradata, Oracle 9i, BI Publisher, PL/SQL, Oracle Financial, Supply Chain Management, ETL, Unix, Oracle, Software Project..., Business Intelligence, Database Design, SQL, CRM, Microsoft SQL Server, Databases
Education
New Jersey Institute of Technology 2005 — 2006
MS, Computer Science
Jawaharlal Nehru Technological University 1999 — 2003
B.Tech, Computer Science & Information Technology
Ian Drake Ian Drake's New York Life Experience 1990 - June 1996
Job Senior Software Development Engineer at MetLife
Industry Information Technology and Services
Experience
MetLife August 2000 - Present
Bon Consulting February 1997 - July 2000
Newsweek 1996 - 1997
New York Life 1990 - June 1996
Warner Lambert/Parke Davis 1987 - 1989
Skills
PeopleSoft, Business Analysis, Project Planning, Cross-functional Team..., Application Development, Data Analysis, Database Design, Data Modeling, Problem Solving, Project Rescue, Solution Design, Team Leadership, Requirements Analysis, Visio, COBOL, Project Management, Integration, Outsourcing, Systems Analysis, Business Process, Software Development, Microsoft SQL Server, Requirements Gathering, Business Intelligence, Software Project..., SharePoint, Solution Architecture, SDLC, Access, Oracle, Team Management, Java, Visual C#, ETL, Enterprise Architecture, ERP, User Acceptance Testing, CRM, Leadership, Agile Methodologies, IT Strategy, SQL, Databases, Project Portfolio..., PMP, PMO, SOA, Business Process..., Data Warehousing
Education
University of Phoenix 2007 — 2008
Masters, Information Systems
King's College London, U. of London 1974 — 1977
BSc, Mathematics and Biology, N/A
MetLife August 2000 - Present
Bon Consulting February 1997 - July 2000
Newsweek 1996 - 1997
New York Life 1990 - June 1996
Warner Lambert/Parke Davis 1987 - 1989
Skills
PeopleSoft, Business Analysis, Project Planning, Cross-functional Team..., Application Development, Data Analysis, Database Design, Data Modeling, Problem Solving, Project Rescue, Solution Design, Team Leadership, Requirements Analysis, Visio, COBOL, Project Management, Integration, Outsourcing, Systems Analysis, Business Process, Software Development, Microsoft SQL Server, Requirements Gathering, Business Intelligence, Software Project..., SharePoint, Solution Architecture, SDLC, Access, Oracle, Team Management, Java, Visual C#, ETL, Enterprise Architecture, ERP, User Acceptance Testing, CRM, Leadership, Agile Methodologies, IT Strategy, SQL, Databases, Project Portfolio..., PMP, PMO, SOA, Business Process..., Data Warehousing
Education
University of Phoenix 2007 — 2008
Masters, Information Systems
King's College London, U. of London 1974 — 1977
BSc, Mathematics and Biology, N/A
Frederick Blackall Frederick Blackall's New York Life Experience May 2008 - October 2009
Job Financial Valuation and Investment Management
Industry International Trade and Development
Experience
USA Strategic Consulting June 2015 - Present
New World Angels January 2015 - March 2015
University Business Consultants October 2009 - March 2010
New York Life May 2008 - October 2009
Walgreens April 2007 - October 2007
Walgreens June 2007 - September 2007
Skills
Sales, Marketing, Account Management, Advertising, Business Development, Coaching, Customer Service, Customer Satisfaction, Entrepreneurship, Leadership, Selling, New Business Development, Marketing Strategy, Sales Management, Program Management, Management, Small Business, Social Networking, Online Advertising, Negotiation, Email Marketing, Public Speaking, Budgets, Recruiting, Social Media, Training, Direct Sales, Strategic Planning, Social Media Marketing, Real Estate, Public Relations
Education
Lynn University 2014 — 2015
Master of Business Administration (M.B.A.), Financial Valuation and Investment Management Specialization, MBA
New England College 2007 — 2008
BA, Business Administration
Landmark College 2004 — 2007
AA, Business
CompUSA
USA Strategic Consulting June 2015 - Present
New World Angels January 2015 - March 2015
University Business Consultants October 2009 - March 2010
New York Life May 2008 - October 2009
Walgreens April 2007 - October 2007
Walgreens June 2007 - September 2007
Skills
Sales, Marketing, Account Management, Advertising, Business Development, Coaching, Customer Service, Customer Satisfaction, Entrepreneurship, Leadership, Selling, New Business Development, Marketing Strategy, Sales Management, Program Management, Management, Small Business, Social Networking, Online Advertising, Negotiation, Email Marketing, Public Speaking, Budgets, Recruiting, Social Media, Training, Direct Sales, Strategic Planning, Social Media Marketing, Real Estate, Public Relations
Education
Lynn University 2014 — 2015
Master of Business Administration (M.B.A.), Financial Valuation and Investment Management Specialization, MBA
New England College 2007 — 2008
BA, Business Administration
Landmark College 2004 — 2007
AA, Business
CompUSA
Timothy Cairns Timothy Cairns's New York Life Experience May 2003 - August 2005
Job Business Manager
Industry Hospital & Health Care
Experience
Daniels Sharpsmart September 2013 - Present
Konica Minolta Business Solutions U.S.A., Inc. September 2011 - August 2013
Ricoh Business Solutions January 2005 - August 2011
New York Life May 2003 - August 2005
Skills
Account Management, Strategic Consulting, Direct Sales, New Business Development, IT Outsourcing, B2B services, Document Management, Sales Process, Consultative Selling, Large Account Sales, Managed Print Services, Managed Services, Selling, Key Account Management, Lead Generation, B2B, Customer Retention, Sales, Contract Negotiation, Strategy, Sales Presentations, Document Imaging, Sales Management, Salesforce.com, Solution Selling, CRM, Leadership, Major Accounts, SaaS, Sales Operations, Professional Services, Selling Skills, Forecasting, Networking, Cold Calling, Channel Partners, Sales Force Development, Software Industry, Strategic Partnerships
Education
La Salle University 1999 — 2003
Bachelor of Science, Marketing
La Salle University - School of Business Administration 1999 — 2003
BS, Marketing
Daniels Sharpsmart September 2013 - Present
Konica Minolta Business Solutions U.S.A., Inc. September 2011 - August 2013
Ricoh Business Solutions January 2005 - August 2011
New York Life May 2003 - August 2005
Skills
Account Management, Strategic Consulting, Direct Sales, New Business Development, IT Outsourcing, B2B services, Document Management, Sales Process, Consultative Selling, Large Account Sales, Managed Print Services, Managed Services, Selling, Key Account Management, Lead Generation, B2B, Customer Retention, Sales, Contract Negotiation, Strategy, Sales Presentations, Document Imaging, Sales Management, Salesforce.com, Solution Selling, CRM, Leadership, Major Accounts, SaaS, Sales Operations, Professional Services, Selling Skills, Forecasting, Networking, Cold Calling, Channel Partners, Sales Force Development, Software Industry, Strategic Partnerships
Education
La Salle University 1999 — 2003
Bachelor of Science, Marketing
La Salle University - School of Business Administration 1999 — 2003
BS, Marketing
Yvonne Landrieux Yvonne Landrieux's New York Life Experience September 2001 - Present
Job Financial Service Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life September 2001 - Present
New York Life Insurance Company September 2001 - Present
Education
Longwood University
BFA
New York Life September 2001 - Present
New York Life Insurance Company September 2001 - Present
Education
Longwood University
BFA
Jeff Relic Jeff Relic's New York Life Experience May 2008 - December 2010
Job Branch Manager at Primary Residential Mortgage
Industry Financial Services
Experience
Primary Residential Mortgage, Inc. January 2015 - Present
Affinity Lending Solutions March 2014 - December 2014
SecurityNational Mortgage Company 2012 - March 2014
First Liberty Financial Mortgage January 2011 - December 2011
New York Life May 2008 - December 2010
Skills
FHA, Mortgage Lending, Loans, Refinance, Finance, Investment Properties, Residential Mortgages, Mortgage Banking, VA Loans
Education
Kent State University 1998 — 2002
kenston
kenston
Primary Residential Mortgage, Inc. January 2015 - Present
Affinity Lending Solutions March 2014 - December 2014
SecurityNational Mortgage Company 2012 - March 2014
First Liberty Financial Mortgage January 2011 - December 2011
New York Life May 2008 - December 2010
Skills
FHA, Mortgage Lending, Loans, Refinance, Finance, Investment Properties, Residential Mortgages, Mortgage Banking, VA Loans
Education
Kent State University 1998 — 2002
kenston
kenston
Frank Leggett Frank Leggett's New York Life Experience September 2006 - January 2010
Job Broker Associate at Fonville Morisey Realty
Industry Higher Education
Experience
Fonville Morisey Realty July 2014 - Present
North Carolina Central University March 2011 - Present
New York Life September 2006 - January 2010
Skills
Small Business, Public Speaking, Team Building, Customer Service, Strategic Planning, Coaching, Sales, Leadership, Social Networking, Marketing, Insurance, Healthcare, Event Planning, Fundraising, Entrepreneurship, Microsoft Office, Leadership Development, Fruit, Training
Education
Kean University 1992 — 1994
Fonville Morisey Realty July 2014 - Present
North Carolina Central University March 2011 - Present
New York Life September 2006 - January 2010
Skills
Small Business, Public Speaking, Team Building, Customer Service, Strategic Planning, Coaching, Sales, Leadership, Social Networking, Marketing, Insurance, Healthcare, Event Planning, Fundraising, Entrepreneurship, Microsoft Office, Leadership Development, Fruit, Training
Education
Kean University 1992 — 1994
Jessica Van Winkle, MBA Jessica Van Winkle, MBA's New York Life Experience September 2006 - February 2007
Job Academic Advisor at Iowa State University
Industry Financial Services
Experience
Iowa State University February 2011 - Present
Grand View University February 2010 - October 2010
Iowa State University August 2009 - February 2010
Iowa State University August 2008 - August 2009
Sammons Annuity Group February 2007 - July 2008
New York Life September 2006 - February 2007
Merit Resources August 2005 - September 2006
Harland Financial Solutions March 2003 - August 2005
Federal Reserve Bank of Chicago April 2002 - April 2003
Skills
Forecasting, Management, Budgets, Microsoft Excel, Human Resources, Sales, Analysis, Time Management, Recruiting, Customer Service, Training, Data Analysis
Education
Iowa State University 2007 — 2009
Masters, Business-Finance
Iowa State University - College of Business 1997 — 2001
BS, Finance
Iowa State University February 2011 - Present
Grand View University February 2010 - October 2010
Iowa State University August 2009 - February 2010
Iowa State University August 2008 - August 2009
Sammons Annuity Group February 2007 - July 2008
New York Life September 2006 - February 2007
Merit Resources August 2005 - September 2006
Harland Financial Solutions March 2003 - August 2005
Federal Reserve Bank of Chicago April 2002 - April 2003
Skills
Forecasting, Management, Budgets, Microsoft Excel, Human Resources, Sales, Analysis, Time Management, Recruiting, Customer Service, Training, Data Analysis
Education
Iowa State University 2007 — 2009
Masters, Business-Finance
Iowa State University - College of Business 1997 — 2001
BS, Finance
Cindy Montgomery Cindy Montgomery's New York Life Experience February 2011 - August 2012
Job Selfemployed
Industry Staffing and Recruiting
Experience
Montgomery Counsulting January 2014 - Present
Gail Darling Staffing July 2012 - November 2012
New York Life February 2011 - August 2012
Time Warner Cable February 2011 - December 2011
Skills
Resource Management, Management, Travel Arrangements, WebEx, Team Leadership
Education
Kansas State University 1971 — 1973
Business
The George Washington University
Montgomery Counsulting January 2014 - Present
Gail Darling Staffing July 2012 - November 2012
New York Life February 2011 - August 2012
Time Warner Cable February 2011 - December 2011
Skills
Resource Management, Management, Travel Arrangements, WebEx, Team Leadership
Education
Kansas State University 1971 — 1973
Business
The George Washington University
William R. Slepcevich William R. Slepcevich's New York Life Experience June 1976 - September 1989
Job Recognized as One of the Top Wealth Advisors in Naples since 2004
Industry Financial Services
Experience
Slepcevich Financial Group, LLC September 1989 - Present
New York Life June 1976 - September 1989
New York Life May 1974 - June 1976
Skills
Retirement Planning, Estate Planning, Investments, Strategic Financial..., Insurance, Retirement, Investment Advisory, Financial Advisory, Business Planning, Financial Planners, Financial Planning, Disability Insurance, 401k, Securities, Wealth, Portfolio Management, Fixed Annuities, Small Business, Asset Management, Long-term Care, IRAs, Management, Wealth Management, Mutual Funds, Series 7, Roth IRA, Universal Life, Whole Life, Employee Benefits, Personal Finance, Strategy, Pensions, Asset Allocation, Investment Strategies, Financial Analysis, Wealth Accumulation, Health Insurance, Long Term Care Insurance, Listening, Empathy, Action Oriented, Annuities, Long Term Care, Insurance Planning, IRA's, Wealth Transfer, Alternative Investments, Term Life Insurance, Retirement Income..., Health
Education
The American College 1983 — 1989
Chartered Life Underwriter and Chartered Financial Consultant, Financial Planning and Services, Life Insurance, Investments
Indiana University Bloomington 1964 — 1966
Psychology & Art
Slepcevich Financial Group, LLC September 1989 - Present
New York Life June 1976 - September 1989
New York Life May 1974 - June 1976
Skills
Retirement Planning, Estate Planning, Investments, Strategic Financial..., Insurance, Retirement, Investment Advisory, Financial Advisory, Business Planning, Financial Planners, Financial Planning, Disability Insurance, 401k, Securities, Wealth, Portfolio Management, Fixed Annuities, Small Business, Asset Management, Long-term Care, IRAs, Management, Wealth Management, Mutual Funds, Series 7, Roth IRA, Universal Life, Whole Life, Employee Benefits, Personal Finance, Strategy, Pensions, Asset Allocation, Investment Strategies, Financial Analysis, Wealth Accumulation, Health Insurance, Long Term Care Insurance, Listening, Empathy, Action Oriented, Annuities, Long Term Care, Insurance Planning, IRA's, Wealth Transfer, Alternative Investments, Term Life Insurance, Retirement Income..., Health
Education
The American College 1983 — 1989
Chartered Life Underwriter and Chartered Financial Consultant, Financial Planning and Services, Life Insurance, Investments
Indiana University Bloomington 1964 — 1966
Psychology & Art
William F. Rennie William F. Rennie's New York Life Experience April 1996 - November 1998
Job Residential & Commercial Real Estate Broker at HawkinsPoe. Inc.
Industry Commercial Real Estate
Experience
Hawkins-Poe, Inc. April 2013 - Present
Washington State Republican Party 1996 - October 2012
Cascade Network Group January 2009 - April 2010
Sound Mortgage, Inc. January 2006 - February 2009
Financial Resource Group, LLC October 2002 - November 2008
QUIXTAR January 1989 - January 2007
Ballard Mortgage Company January 2002 - October 2006
Western States Mortgage November 1998 - February 2002
New York Life April 1996 - November 1998
AER Design Group, Inc. February 1992 - April 1996
Skills
Marketing Strategy, Political Consulting, Construction &..., Construction, Loans, Investment Properties, Mortgage, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Real Estate, Commercial Real Estate..., Mortgage Lending, Real Estate Transactions, Marketing, Residential Homes, Investors, Real Estate Economics, Investments, Negotiation, Small Business, Residential Mortgages, Credit, Selling, Strategic Planning, Loan Origination, Finance, Business Planning, Management, Team Building, Condos, Property, Sellers, Property Management, Leases, Commercial Mortgages, Brokerage, Training, Disposition, Real Estate Financing, REO, Entrepreneurship, Business Development, Foreclosures, Referrals, Single Family Homes, Leadership, Real Estate Development, FHA, Appraisals
Education
University of Colorado Denver 1985 — 1987
MA Arch, Architecture
University of Hawaii at Manoa 1974 — 1978
Transfer courses to University of Akron, Real Estate and Economics
The University of Akron 1964 — 1969
BAEd, Engineering and Science
Kent State University 1960 — 1963
Incomplete degree, Architecture
Stow High School 1956 — 1960
College Prep, Arts and Science
Hawkins-Poe, Inc. April 2013 - Present
Washington State Republican Party 1996 - October 2012
Cascade Network Group January 2009 - April 2010
Sound Mortgage, Inc. January 2006 - February 2009
Financial Resource Group, LLC October 2002 - November 2008
QUIXTAR January 1989 - January 2007
Ballard Mortgage Company January 2002 - October 2006
Western States Mortgage November 1998 - February 2002
New York Life April 1996 - November 1998
AER Design Group, Inc. February 1992 - April 1996
Skills
Marketing Strategy, Political Consulting, Construction &..., Construction, Loans, Investment Properties, Mortgage, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Real Estate, Commercial Real Estate..., Mortgage Lending, Real Estate Transactions, Marketing, Residential Homes, Investors, Real Estate Economics, Investments, Negotiation, Small Business, Residential Mortgages, Credit, Selling, Strategic Planning, Loan Origination, Finance, Business Planning, Management, Team Building, Condos, Property, Sellers, Property Management, Leases, Commercial Mortgages, Brokerage, Training, Disposition, Real Estate Financing, REO, Entrepreneurship, Business Development, Foreclosures, Referrals, Single Family Homes, Leadership, Real Estate Development, FHA, Appraisals
Education
University of Colorado Denver 1985 — 1987
MA Arch, Architecture
University of Hawaii at Manoa 1974 — 1978
Transfer courses to University of Akron, Real Estate and Economics
The University of Akron 1964 — 1969
BAEd, Engineering and Science
Kent State University 1960 — 1963
Incomplete degree, Architecture
Stow High School 1956 — 1960
College Prep, Arts and Science
Ashley Carlson Ashley Carlson's New York Life Experience August 2004 - February 2005
Job Project Manager at Finalsite
Industry Computer Software
Experience
Finalsite October 2011 - Present
Finalsite September 2009 - October 2011
Sports Medicine & Orthopedic Surgery P.C. October 2003 - September 2009
Delray Contracting, Inc September 2008 - January 2009
Windham Radiology September 2007 - November 2007
New York Life August 2004 - February 2005
Skills
Social Media, Microsoft Office, Word, Excel, Customer Service, Testing, Website Development, Social Networking, Project Management, Social Media Marketing, HTML
Education
The University of Connecticut 2006 — 2008
Bachelors Degree, Communications; Business Administration
Manchester Community College
Associates Degree, Liberal Arts and Sciences
Finalsite October 2011 - Present
Finalsite September 2009 - October 2011
Sports Medicine & Orthopedic Surgery P.C. October 2003 - September 2009
Delray Contracting, Inc September 2008 - January 2009
Windham Radiology September 2007 - November 2007
New York Life August 2004 - February 2005
Skills
Social Media, Microsoft Office, Word, Excel, Customer Service, Testing, Website Development, Social Networking, Project Management, Social Media Marketing, HTML
Education
The University of Connecticut 2006 — 2008
Bachelors Degree, Communications; Business Administration
Manchester Community College
Associates Degree, Liberal Arts and Sciences
Melissa Trimble Melissa Trimble's New York Life Experience May 2007 - June 2008
Job Owner, ProInsurance an exclusive Allstate Agency
Industry Insurance
Experience
Pro-Insurance August 2011 - Present
New York Life May 2007 - June 2008
Nationwide Insurance August 2004 - May 2007
Skills
Marketing, Account Management, Management, Fixed Annuities, Property & Casualty..., Insurance, Life Insurance, Marketing Strategy, Disability Insurance, Health Insurance, Sales, Term Life Insurance, New Business Development, Long-term Care, Strategic Planning, Cold Calling, Employee Benefits, Small Business, Entrepreneurship, Team Building, Commercial Insurance, Coaching, Training, Sales Management, Leadership, Underwriting, Workers Compensation, Customer Service, Selling, Negotiation, Retirement, Homeowners, Leadership Development, Umbrella Insurance, Retirement Planning, Whole Life
Education
Indiana University of Pennsylvania 1984 — 1988
BA, Music
Pro-Insurance August 2011 - Present
New York Life May 2007 - June 2008
Nationwide Insurance August 2004 - May 2007
Skills
Marketing, Account Management, Management, Fixed Annuities, Property & Casualty..., Insurance, Life Insurance, Marketing Strategy, Disability Insurance, Health Insurance, Sales, Term Life Insurance, New Business Development, Long-term Care, Strategic Planning, Cold Calling, Employee Benefits, Small Business, Entrepreneurship, Team Building, Commercial Insurance, Coaching, Training, Sales Management, Leadership, Underwriting, Workers Compensation, Customer Service, Selling, Negotiation, Retirement, Homeowners, Leadership Development, Umbrella Insurance, Retirement Planning, Whole Life
Education
Indiana University of Pennsylvania 1984 — 1988
BA, Music
Michael O'Brien, CRCP Michael O'Brien, CRCP's New York Life Experience June 1991 - March 1993
Job Chief Compliance Officer at Hallmark Capital Management, Inc.
Industry Financial Services
Experience
Hallmark Capital Management, Inc. May 2014 - Present
Cutwater Asset Management (formerly MBIA Asset Management) June 1999 - September 2013
NYLIM MainStay Funds March 1993 - June 1999
New York Life June 1991 - March 1993
Skills
Asset Management, Fixed Income, Securities, Mutual Funds, Series 7, Investments, Alternative Investments, Equities, Hedge Funds, Risk Management, Capital Markets, Series 63, Series 6, Operational Risk, FINRA, Regulatory Compliance, Investment Advisers Act, Investment Company Act, Investment Advisor..., Mutual Fund Compliance, CRCP, Business Continuity, Risk Assessment
Education
University of Pennsylvania - The FINRA Institute at Wharton 2010 — 2010
CRCP, FINRA Institute at Wharton
Manhattan College 1986 — 1990
BS, Biology
Hallmark Capital Management, Inc. May 2014 - Present
Cutwater Asset Management (formerly MBIA Asset Management) June 1999 - September 2013
NYLIM MainStay Funds March 1993 - June 1999
New York Life June 1991 - March 1993
Skills
Asset Management, Fixed Income, Securities, Mutual Funds, Series 7, Investments, Alternative Investments, Equities, Hedge Funds, Risk Management, Capital Markets, Series 63, Series 6, Operational Risk, FINRA, Regulatory Compliance, Investment Advisers Act, Investment Company Act, Investment Advisor..., Mutual Fund Compliance, CRCP, Business Continuity, Risk Assessment
Education
University of Pennsylvania - The FINRA Institute at Wharton 2010 — 2010
CRCP, FINRA Institute at Wharton
Manhattan College 1986 — 1990
BS, Biology
Brian Ellenbecker, CFP®, CPWA®, CIMA® Brian Ellenbecker, CFP®, CPWA®, CIMA®'s New York Life Experience May 2004 - August 2004
Job Financial and Estate Planner at Baird
Industry Financial Services
Experience
Baird March 2005 - Present
Mid America Bank September 2004 - February 2005
New York Life May 2004 - August 2004
Strong Capital Management June 2000 - May 2004
Wells Fargo 2000 - 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Asset Allocation, Financial Advisory, Investments, Financial Planners, Finance, Long Term Care Insurance, Employee Benefits, Valuation, Disability Insurance, Financial Goals, Training
Education
Marquette University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Baird March 2005 - Present
Mid America Bank September 2004 - February 2005
New York Life May 2004 - August 2004
Strong Capital Management June 2000 - May 2004
Wells Fargo 2000 - 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Asset Allocation, Financial Advisory, Investments, Financial Planners, Finance, Long Term Care Insurance, Employee Benefits, Valuation, Disability Insurance, Financial Goals, Training
Education
Marquette University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Jason Gervais Jason Gervais's New York Life Experience 2001 - 2003
Job CEO, Gervais Group
Industry Marketing and Advertising
Experience
The Gervais Group 2001 - Present
jpacker Omni Media 2006 - 2007
Superior Martial Arts 1993 - 2006
New York Life 2001 - 2003
Waddell & Reed 2001 - 2001
United States Marine Corps 1997 - 2001
Skills
SEM, Web Marketing, SEO, Web Design, Online Reputation..., Management, CRM, Content Management, Strategy, E-commerce, Lead Generation, Online Advertising, Sales, Online Marketing
Education
Kennesaw State University 2004 — 2007
BBA, Business Management
chattanooga State 1994 — 1997
Business
Pensacola Naval Accademy
Aviation Electrical Engineer
The Gervais Group 2001 - Present
jpacker Omni Media 2006 - 2007
Superior Martial Arts 1993 - 2006
New York Life 2001 - 2003
Waddell & Reed 2001 - 2001
United States Marine Corps 1997 - 2001
Skills
SEM, Web Marketing, SEO, Web Design, Online Reputation..., Management, CRM, Content Management, Strategy, E-commerce, Lead Generation, Online Advertising, Sales, Online Marketing
Education
Kennesaw State University 2004 — 2007
BBA, Business Management
chattanooga State 1994 — 1997
Business
Pensacola Naval Accademy
Aviation Electrical Engineer
Matt Marino's New York Life Experience July 2008 - September 2010
Job Senior Investment Consultant at Vanguard, MBA
Industry Financial Services
Experience
Vanguard June 2015 - Present
Medical Business Technologies May 2014 - Present
Vanguard September 2013 - Present
The Vanguard Group August 2011 - Present
Self Employed Real Estate May 2011 - Present
Young Professionals of Philadelphia 2008 - Present
Fellowship Bible Church 2002 - November 2013
North America Power Partners September 2010 - June 2011
Nylife securities August 2008 - September 2010
New York Life July 2008 - September 2010
Skills
Investments, Retirement Planning, Finance, Financial Services, Fixed Annuities, Mutual Funds, Customer Service, Retirement, Portfolio Management, Financial Advisory, Series 7, CRM, Sales, Training, Estate Planning, Microsoft Excel, Financial Analysis, Management, Accounting, Microsoft Office, Variable Annuities, Public Speaking, Strategic Financial..., Series 63, Relationship Management, IRAs, Leadership, 401k, Financial Markets, Manage Client..., Process Improvement, Time Management, Series 6, Guaranteed Lifetime..., 529 Plans, Consultative Selling..., Program Management, Asset Allocation, Excel, Group Presentations, Investment Properties, Lead Generation, Financial Planning, Mentoring, IRA's, Life and Health License, Property Management, EHR, Economics, Healthcare Information...
Education
Marylhurst University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.85
The American College 2009 — 2010
LUTCF
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Finance
Calvary Christian Academy 1999 — 2003
Diploma, General
Vanguard June 2015 - Present
Medical Business Technologies May 2014 - Present
Vanguard September 2013 - Present
The Vanguard Group August 2011 - Present
Self Employed Real Estate May 2011 - Present
Young Professionals of Philadelphia 2008 - Present
Fellowship Bible Church 2002 - November 2013
North America Power Partners September 2010 - June 2011
Nylife securities August 2008 - September 2010
New York Life July 2008 - September 2010
Skills
Investments, Retirement Planning, Finance, Financial Services, Fixed Annuities, Mutual Funds, Customer Service, Retirement, Portfolio Management, Financial Advisory, Series 7, CRM, Sales, Training, Estate Planning, Microsoft Excel, Financial Analysis, Management, Accounting, Microsoft Office, Variable Annuities, Public Speaking, Strategic Financial..., Series 63, Relationship Management, IRAs, Leadership, 401k, Financial Markets, Manage Client..., Process Improvement, Time Management, Series 6, Guaranteed Lifetime..., 529 Plans, Consultative Selling..., Program Management, Asset Allocation, Excel, Group Presentations, Investment Properties, Lead Generation, Financial Planning, Mentoring, IRA's, Life and Health License, Property Management, EHR, Economics, Healthcare Information...
Education
Marylhurst University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.85
The American College 2009 — 2010
LUTCF
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Finance
Calvary Christian Academy 1999 — 2003
Diploma, General
Shanita McAfee's New York Life Experience February 2007 - July 2009
Job Chef / Owner at Magnolia's
Industry Food & Beverages
Experience
Magonalia's Restaurant and Catering July 2009 - Present
New York Life February 2007 - July 2009
Nordstrom December 2005 - June 2007
Skills
Event Planning, Customer Service, Employee Relations, Strategic Planning, Leadership Development, Community Outreach, Contract Negotiation, Cooking, Culinary Management, Culinary Skills, Customer Satisfaction, Account Management, Asset Allocation, Budgets, Business Planning, Business Strategy, Catering, Entrepreneurship, Event Management, Leadership, Management, Menu Development, Microsoft Word
Education
University of Missouri-Kansas City 2006 — 2010
Johnson County Community College 1999 — 2004
Food and Beverage Management
Magonalia's Restaurant and Catering July 2009 - Present
New York Life February 2007 - July 2009
Nordstrom December 2005 - June 2007
Skills
Event Planning, Customer Service, Employee Relations, Strategic Planning, Leadership Development, Community Outreach, Contract Negotiation, Cooking, Culinary Management, Culinary Skills, Customer Satisfaction, Account Management, Asset Allocation, Budgets, Business Planning, Business Strategy, Catering, Entrepreneurship, Event Management, Leadership, Management, Menu Development, Microsoft Word
Education
University of Missouri-Kansas City 2006 — 2010
Johnson County Community College 1999 — 2004
Food and Beverage Management
Mary Ann Ebler Mary Ann Ebler's New York Life Experience March 2004 - January 2006
Job Best Rate Guarantee / E Communications Specialist at Starwood Hotels & Resorts Worldwide, Inc.
Industry Professional Training & Coaching
Experience
Starwood Hotels & Resorts Worldwide, Inc. August 2010 - Present
Starwood Preferred Hotels 2010 - Present
Zumba Fitness October 2008 - Present
Villari's Martial Arts October 2008 - December 2009
Lake Austin Spa Resort September 2001 - February 2008
New York Life March 2004 - January 2006
Harcourt August 1996 - July 2001
National Basketball Association (NBA) July 1987 - January 1989
National Football League October 1985 - July 1987
New York Rangers Hockey April 1983 - October 1985
Skills
Sales, Sales Management, Event Planning, Public Speaking, Customer Service, Marketing, Event Management, Social Media, Training, Social Media Marketing, Public Relations, Microsoft Office, Hospitality, Fitness, Fundraising, Selling
Education
LIU Post 1984 — 1985
M.B.A., Business Administration
University of Puerto Rico 1975 — 1980
Bachelor's, Business Administration
Antilles High School 1971 — 1975
H.S., General
Starwood Hotels & Resorts Worldwide, Inc. August 2010 - Present
Starwood Preferred Hotels 2010 - Present
Zumba Fitness October 2008 - Present
Villari's Martial Arts October 2008 - December 2009
Lake Austin Spa Resort September 2001 - February 2008
New York Life March 2004 - January 2006
Harcourt August 1996 - July 2001
National Basketball Association (NBA) July 1987 - January 1989
National Football League October 1985 - July 1987
New York Rangers Hockey April 1983 - October 1985
Skills
Sales, Sales Management, Event Planning, Public Speaking, Customer Service, Marketing, Event Management, Social Media, Training, Social Media Marketing, Public Relations, Microsoft Office, Hospitality, Fitness, Fundraising, Selling
Education
LIU Post 1984 — 1985
M.B.A., Business Administration
University of Puerto Rico 1975 — 1980
Bachelor's, Business Administration
Antilles High School 1971 — 1975
H.S., General
Brett Bumgarner Brett Bumgarner's New York Life Experience November 2008 - May 2011
Job Director of Project Management at Standard Beverage Corporation
Industry Logistics and Supply Chain
Experience
Standard Beverage Corporation December 2014 - Present
Bumgarner Real Estate, LLC 2011 - Present
Freightquote January 2014 - December 2014
Arctic Glacier May 2011 - January 2014
New York Life November 2008 - May 2011
Farm Bureau Financial Services October 2007 - November 2008
Werner Enterprises August 2007 - October 2007
Werner Enterprises January 2006 - August 2007
Werner Enterprises June 2004 - January 2006
Skills
Operations Management, Management, Sales, Logistics, Transportation, P&L Management, Negotiation, Cold Calling, Team Building, Process Improvement, Strategic Planning, Demand Forecasting, Financial Analysis, Distribution Center..., Microsoft Office, New Business Development, Multi-Site Operations..., Multi-Million Dollar..., Lean Six Sigma, Supply Chain..., Warehouse Management, DSD, Transportation..., Logistics Management, Leadership, Supply Chain Management, Supply Chain, Freight, Contract Negotiation, Project Management, Account Management
Education
Iowa State University 1999 — 2003
B.S. Transportation and Logistics/Business Management
Ames High School 1994 — 1998
Standard Beverage Corporation December 2014 - Present
Bumgarner Real Estate, LLC 2011 - Present
Freightquote January 2014 - December 2014
Arctic Glacier May 2011 - January 2014
New York Life November 2008 - May 2011
Farm Bureau Financial Services October 2007 - November 2008
Werner Enterprises August 2007 - October 2007
Werner Enterprises January 2006 - August 2007
Werner Enterprises June 2004 - January 2006
Skills
Operations Management, Management, Sales, Logistics, Transportation, P&L Management, Negotiation, Cold Calling, Team Building, Process Improvement, Strategic Planning, Demand Forecasting, Financial Analysis, Distribution Center..., Microsoft Office, New Business Development, Multi-Site Operations..., Multi-Million Dollar..., Lean Six Sigma, Supply Chain..., Warehouse Management, DSD, Transportation..., Logistics Management, Leadership, Supply Chain Management, Supply Chain, Freight, Contract Negotiation, Project Management, Account Management
Education
Iowa State University 1999 — 2003
B.S. Transportation and Logistics/Business Management
Ames High School 1994 — 1998
Henry Youssef Henry Youssef's New York Life Experience November 2006 - September 2012
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2012 - Present
New York Life November 2006 - September 2012
Skills
Retirement Planning, Wealth Accumulation, IRAs, College Savings Plans, Coaching, Values-based Leadership
Education
Kean University 2003 — 2005
Bachelors, Management & Economics
AXA Advisors October 2012 - Present
New York Life November 2006 - September 2012
Skills
Retirement Planning, Wealth Accumulation, IRAs, College Savings Plans, Coaching, Values-based Leadership
Education
Kean University 2003 — 2005
Bachelors, Management & Economics
Kuldeep Madan Kuldeep Madan's New York Life Experience August 2012 - Present
Job Financial Services Professional with New York Life
Industry Financial Services
Experience
New York Life August 2012 - Present
Deli-Licious Delicatessen December 2009 - October 2012
Location Star September 2011 - January 2012
Skills
Financial Services, Investments, Tax Shelters, Retirement Planning, Life Insurance, Strategic Financial..., Estate Planning, IRAs, Roth IRA, Mutual Funds, Retirement Benefits, College Savings Plans, Employee Benefits, Public Speaking, Sales, Marketing, Long Term Care Insurance, Wealth, Wealth Accumulation, Small Business, Disability Insurance, Business Planning, Finance, 401k Rollovers, Financial Planning
Education
New York University 2010 — 2012
B.A., Media, Culture & Communication
Kingsborough Community College 2009 — 2010
AA, Liberal Studies
Old Bridge HS
New York Life August 2012 - Present
Deli-Licious Delicatessen December 2009 - October 2012
Location Star September 2011 - January 2012
Skills
Financial Services, Investments, Tax Shelters, Retirement Planning, Life Insurance, Strategic Financial..., Estate Planning, IRAs, Roth IRA, Mutual Funds, Retirement Benefits, College Savings Plans, Employee Benefits, Public Speaking, Sales, Marketing, Long Term Care Insurance, Wealth, Wealth Accumulation, Small Business, Disability Insurance, Business Planning, Finance, 401k Rollovers, Financial Planning
Education
New York University 2010 — 2012
B.A., Media, Culture & Communication
Kingsborough Community College 2009 — 2010
AA, Liberal Studies
Old Bridge HS
Janice Alisa Parker Janice Alisa Parker's New York Life Experience June 1998 - January 2000
Job Senior VP
Industry Retail
Experience
JJDC INC January 2012 - Present
JJJDC Inc. December 2011 - Present
School of Mollie Brown December 2010 - Present
NEWYORK LIFE INSURANCE COMPANY January 1998 - January 2001
USS Washington, USS Roosevelt January 1985 - January 2001
New York Life June 1998 - January 2000
Skills
Marine Electrician, Fiber Optic Cabe Install, Budgets, Business Development, Customer Service, Finance, Fixed Annuities, Insurance, Leadership, Marketing, Microsoft Office, Marketing Strategy, Optical Fiber, Pricing, Payroll, Recruiting, Retirement, Retail, Sales, Sales Management, Team Building, Team Leadership, Windows Server, Training
Education
Newport News Shipbuilding Apprentice School 1985 — 1988
Technical Diploma, Electrical Specialty and Installation
James Madison University
Computer Science
James Madison University 1982 — 1983
Computer Science
Northrup Grumman Electrical Apprentice School
JJDC INC January 2012 - Present
JJJDC Inc. December 2011 - Present
School of Mollie Brown December 2010 - Present
NEWYORK LIFE INSURANCE COMPANY January 1998 - January 2001
USS Washington, USS Roosevelt January 1985 - January 2001
New York Life June 1998 - January 2000
Skills
Marine Electrician, Fiber Optic Cabe Install, Budgets, Business Development, Customer Service, Finance, Fixed Annuities, Insurance, Leadership, Marketing, Microsoft Office, Marketing Strategy, Optical Fiber, Pricing, Payroll, Recruiting, Retirement, Retail, Sales, Sales Management, Team Building, Team Leadership, Windows Server, Training
Education
Newport News Shipbuilding Apprentice School 1985 — 1988
Technical Diploma, Electrical Specialty and Installation
James Madison University
Computer Science
James Madison University 1982 — 1983
Computer Science
Northrup Grumman Electrical Apprentice School
Nathaniel Tannehill's New York Life Experience 2004 - 2005
Job Vice President of Finance and Operational Excellence at Pinnacle Entertainment
Industry Gambling & Casinos
Experience
Pinnacle Entertainment December 2014 - Present
Pinnacle Entertainment January 2013 - Present
Caesars Entertainment Corporation 2012 - January 2013
Caesars Entertainment Corporation 2010 - 2012
Harrah's Entertainment 2009 - 2010
Caesars Entertainment Corporation / Harrah's New Orleans 2006 - 2009
Harrah's Entertainment 2005 - 2006
New York Life 2004 - 2005
Skills
Expertise Budget, P&L Controls, Operating Cost..., Financial Analysis, Budgeting, Planning, Cash Management, AS400, Operating Expenses, Training, Income Statement, Budgets, IBM iSeries, Financial Reporting, Process Improvement, Forecasting, Project Planning, Accounting, Finance, Customer Service, Financial Modeling, General Ledger, Strategic Financial..., Casino, Gaming Industry, Internal Controls, Analysis, Auditing, Leadership, Management, Internal Audit, Payroll, Team Building, Financial Accounting, Account Reconciliation, Financial Statements, Business Process, Sarbanes-Oxley Act, Casino Gaming, P, Gaming, Executive Management, Hotels, Cash Flow, Risk Management, Accounts Payable, GAAP, Strategic Planning, Human Resources, Start-ups
Education
Louisiana State University in Shreveport
MBA, Business and Administration
Louisiana State University in Shreveport
Bachelors, Business Administration
Pinnacle Entertainment December 2014 - Present
Pinnacle Entertainment January 2013 - Present
Caesars Entertainment Corporation 2012 - January 2013
Caesars Entertainment Corporation 2010 - 2012
Harrah's Entertainment 2009 - 2010
Caesars Entertainment Corporation / Harrah's New Orleans 2006 - 2009
Harrah's Entertainment 2005 - 2006
New York Life 2004 - 2005
Skills
Expertise Budget, P&L Controls, Operating Cost..., Financial Analysis, Budgeting, Planning, Cash Management, AS400, Operating Expenses, Training, Income Statement, Budgets, IBM iSeries, Financial Reporting, Process Improvement, Forecasting, Project Planning, Accounting, Finance, Customer Service, Financial Modeling, General Ledger, Strategic Financial..., Casino, Gaming Industry, Internal Controls, Analysis, Auditing, Leadership, Management, Internal Audit, Payroll, Team Building, Financial Accounting, Account Reconciliation, Financial Statements, Business Process, Sarbanes-Oxley Act, Casino Gaming, P, Gaming, Executive Management, Hotels, Cash Flow, Risk Management, Accounts Payable, GAAP, Strategic Planning, Human Resources, Start-ups
Education
Louisiana State University in Shreveport
MBA, Business and Administration
Louisiana State University in Shreveport
Bachelors, Business Administration
Donald McMillan Donald McMillan's New York Life Experience September 2002 - June 2004
Job Store Operations
Industry Retail
Experience
Wawa, Inc. January 2009 - June 2011
Rite Aid Pharmacy June 2004 - April 2008
New York Life September 2002 - June 2004
Johnson Dealerships April 2001 - September 2002
Ronnies Cycle Sales October 1999 - September 2000
all about Sports September 1996 - October 1999
All For a Dollar October 1993 - September 1996
KB Toys August 1974 - September 1993
Skills
Merchandising, Management, Income Statement, Retail, Sales, Multi-unit, Shrinkage, Hiring, Forecasting, Store Management, P&L Management, Driving Results, Inventory Management, Customer Service, Team Building, Big Box, Training, Visual Merchandising, Profit, Sales Operations, Loss Prevention, Customer Satisfaction, Inventory Control, Team Leadership, Human Resources, District Management, Payroll, CPFR, Employee Training, Customer Retention, Multi-Unit Management, Marketing, Real Estate, Assortment, Store Operations, Time Management, Process Scheduler, Employee Relations, New Store Openings, Retail Sales, Pricing, Merchandise Planning, Purchasing, Planograms, Recruiting, Performance Management, Private Label, Leadership, Operations Management, P
Education
Kingsborough Community College 1976 — 1979
Associates
Wawa, Inc. January 2009 - June 2011
Rite Aid Pharmacy June 2004 - April 2008
New York Life September 2002 - June 2004
Johnson Dealerships April 2001 - September 2002
Ronnies Cycle Sales October 1999 - September 2000
all about Sports September 1996 - October 1999
All For a Dollar October 1993 - September 1996
KB Toys August 1974 - September 1993
Skills
Merchandising, Management, Income Statement, Retail, Sales, Multi-unit, Shrinkage, Hiring, Forecasting, Store Management, P&L Management, Driving Results, Inventory Management, Customer Service, Team Building, Big Box, Training, Visual Merchandising, Profit, Sales Operations, Loss Prevention, Customer Satisfaction, Inventory Control, Team Leadership, Human Resources, District Management, Payroll, CPFR, Employee Training, Customer Retention, Multi-Unit Management, Marketing, Real Estate, Assortment, Store Operations, Time Management, Process Scheduler, Employee Relations, New Store Openings, Retail Sales, Pricing, Merchandise Planning, Purchasing, Planograms, Recruiting, Performance Management, Private Label, Leadership, Operations Management, P
Education
Kingsborough Community College 1976 — 1979
Associates
Richard Akeroyd's New York Life Experience 2003 - 2004
Job Director of Business Development Ohio & Kentucky at THMED, LLC
Industry Hospital & Health Care
Experience
THMED, LLC July 2015 - Present
Kindred Healthcare September 2011 - June 2013
Surg-N-Sales 2008 - September 2011
Fidelity Investments May 2004 - August 2007
New York Life 2003 - 2004
Skills
Strategic Partnerships, Marketing, Sales, Business Development, Start-ups, Strategic Planning, Networking, Management, Product Launch, Team Building, Analysis, New Business Development, Leadership, Sales Process, Customer Retention, Recruiting, Mergers & Acquisitions, B2B, Healthcare, Cross-functional Team..., Sales Operations, Strategy
Education
LSU 1986 — 1994
1994, Bachelor of Business Administration-Human Resource Management
THMED, LLC July 2015 - Present
Kindred Healthcare September 2011 - June 2013
Surg-N-Sales 2008 - September 2011
Fidelity Investments May 2004 - August 2007
New York Life 2003 - 2004
Skills
Strategic Partnerships, Marketing, Sales, Business Development, Start-ups, Strategic Planning, Networking, Management, Product Launch, Team Building, Analysis, New Business Development, Leadership, Sales Process, Customer Retention, Recruiting, Mergers & Acquisitions, B2B, Healthcare, Cross-functional Team..., Sales Operations, Strategy
Education
LSU 1986 — 1994
1994, Bachelor of Business Administration-Human Resource Management
L. Danielle Hasiuk L. Danielle Hasiuk's New York Life Experience January 2001 - January 2011
Job Looking for an amazing opportunity Anywhere
Industry Financial Services
Experience
Anywhere January 2011 - Present
New York Life January 2001 - January 2011
Skills
Retirement Planning, Customer Service, Wealth Management, Investments, Strategic Financial...
Education
Lafayette College 1997 — 2001
BA, Economics/Finance
Anywhere January 2011 - Present
New York Life January 2001 - January 2011
Skills
Retirement Planning, Customer Service, Wealth Management, Investments, Strategic Financial...
Education
Lafayette College 1997 — 2001
BA, Economics/Finance
Johnny Tucker Jr.'s New York Life Experience January 2009 - Present
Job The New York Life Insurance Company
Industry Financial Services
Experience
New York Life January 2009 - Present
Walgreens Pharmacy February 1986 - November 2008
Skills
IRAs, Long Term Care Insurance, Life Insurance, 401k Rollovers, Retirement Planning, Retirement, Succession Planning, Key Person Insurance
Education
Kansas State University 1988 — 1991
Business
New York Life January 2009 - Present
Walgreens Pharmacy February 1986 - November 2008
Skills
IRAs, Long Term Care Insurance, Life Insurance, 401k Rollovers, Retirement Planning, Retirement, Succession Planning, Key Person Insurance
Education
Kansas State University 1988 — 1991
Business
Dorothy Schoener Dorothy Schoener's New York Life Experience June 1996 - June 1998
Job School Psychologist at Clark County School District
Industry Education Management
Experience
Clark County School District August 2009 - Present
Siera College Nevada August 2010 - August 2012
New Beginnings March 2010 - July 2010
Rockaway Borough Schools July 2006 - August 2008
Byram Schools February 2001 - July 2006
New York Life June 1996 - June 1998
Skills
Event Planning, Program Development, Staff Development, Psychology, Special Education, Adolescents, Grant Writing, Counseling, Teaching, Instructional Design, Cognition, Fundraising, Public Speaking, Research, Curriculum Design, Program Evaluation, Administration
Education
University of Nevada-Las Vegas 2009 — 2012
PhD, School Psychology
Foundation for Educational Administration 2005 — 2006
Principal Cert., NJ Educational Leadership Certification
Kean University 1998 — 2001
MA, Educational Psychology
University of Rhode Island 1992 — 1996
BA, Psychology
Clark County School District August 2009 - Present
Siera College Nevada August 2010 - August 2012
New Beginnings March 2010 - July 2010
Rockaway Borough Schools July 2006 - August 2008
Byram Schools February 2001 - July 2006
New York Life June 1996 - June 1998
Skills
Event Planning, Program Development, Staff Development, Psychology, Special Education, Adolescents, Grant Writing, Counseling, Teaching, Instructional Design, Cognition, Fundraising, Public Speaking, Research, Curriculum Design, Program Evaluation, Administration
Education
University of Nevada-Las Vegas 2009 — 2012
PhD, School Psychology
Foundation for Educational Administration 2005 — 2006
Principal Cert., NJ Educational Leadership Certification
Kean University 1998 — 2001
MA, Educational Psychology
University of Rhode Island 1992 — 1996
BA, Psychology
Gardner G. Cook's New York Life Experience September 1995 - October 1998
Job Principal Consultant, Cook & Associates
Industry Insurance
Experience
Cook & Associates October 1998 - Present
New York Life September 1995 - October 1998
The Travelers Insurance Companies 1991 - 1995
Skills
Employee Benefits, Health Insurance, Insurance, Performance Management, Coaching, New Business Development, Business Development, Workers Compensation, Strategic Planning, Team Building, Employee Relations, Process Improvement
Education
Lake Forest College 1985 — 1989
Bachelor's degree, Business and Psychology
Semester at Sea 1988 — 1988
Bachelor's degree, Study Abroad
The Dunn School 1983 — 1985
College Preparatory
Cook & Associates October 1998 - Present
New York Life September 1995 - October 1998
The Travelers Insurance Companies 1991 - 1995
Skills
Employee Benefits, Health Insurance, Insurance, Performance Management, Coaching, New Business Development, Business Development, Workers Compensation, Strategic Planning, Team Building, Employee Relations, Process Improvement
Education
Lake Forest College 1985 — 1989
Bachelor's degree, Business and Psychology
Semester at Sea 1988 — 1988
Bachelor's degree, Study Abroad
The Dunn School 1983 — 1985
College Preparatory
Bruce DeVoogd's New York Life Experience 2004 - 2005
Job Principle at Old Harbor Financial
Industry Financial Services
Experience
Old Harbor Financial 2005 - Present
New York Life 2004 - 2005
AC Supply 1992 - 2005
Education
Macomb Community College 1984 — 1986
Old Harbor Financial 2005 - Present
New York Life 2004 - 2005
AC Supply 1992 - 2005
Education
Macomb Community College 1984 — 1986
James Cabral's New York Life Experience March 2009 - June 2012
Job Communications Specialist Advanced Data, Voice and Network Infrastructure/Security
Industry Financial Services
Experience
Granite Telecommunications September 2015 - Present
PEERS, Inc. (Public Employee Educational Retirement Services) December 2014 - July 2015
Teen Challenge New England December 2012 - December 2014
New York Life March 2009 - June 2012
The FDA Group February 2008 - 2009
Ingenix 2008 - 2009
EDI Specialists 2006 - 2008
Judge Technical Services 2006 - 2006
Skills
Business Development, Recruiting, Technical Recruiting, Strategic Financial..., ERP, Mutual Funds, Fixed Annuities, Finance, Cold Calling, Financial Services, Accounting, Consulting, CRM, Customer Service, Financial Planning, Marketing Strategy, Sales, Team Building, Temporary Placement, Management, Marketing
Education
University of Massachusetts, Amherst 1999 — 2004
Bachelors of Science, Economics
Isenberg School of Management, UMass Amherst
Certificate - Collateral Study in Marketing, Management, Finance and Accounting
Granite Telecommunications September 2015 - Present
PEERS, Inc. (Public Employee Educational Retirement Services) December 2014 - July 2015
Teen Challenge New England December 2012 - December 2014
New York Life March 2009 - June 2012
The FDA Group February 2008 - 2009
Ingenix 2008 - 2009
EDI Specialists 2006 - 2008
Judge Technical Services 2006 - 2006
Skills
Business Development, Recruiting, Technical Recruiting, Strategic Financial..., ERP, Mutual Funds, Fixed Annuities, Finance, Cold Calling, Financial Services, Accounting, Consulting, CRM, Customer Service, Financial Planning, Marketing Strategy, Sales, Team Building, Temporary Placement, Management, Marketing
Education
University of Massachusetts, Amherst 1999 — 2004
Bachelors of Science, Economics
Isenberg School of Management, UMass Amherst
Certificate - Collateral Study in Marketing, Management, Finance and Accounting
Jenny Cobbs's New York Life Experience March 2009 - April 2014
Job Director of DevelopmentPrincipal Financial Group Top 1% of visited Linkedin Profiles
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
New York Life March 2009 - April 2014
LPL Financial Services (IFMG) January 2003 - March 2009
AIG VALIC 2000 - 2003
Fidelity Federal Bank January 1994 - June 2000
Skills
Sales Management, Team Leadership, Operations Management, Customer Relations, Training & Development, Recruitment/Retention, Marketing Strategy, Business Development, Events, Leadership, New Business Development, Social Networking, Customer Service, Employee Training, Teamwork, Management, Recruiting, Training, Coaching, Sales, Investments, Program Management, Banking, Strategy, Financial Services, Executive Management, Entrepreneurship, Insurance, Marketing, Human Resources, Finance, Analysis, Small Business, Securities, Time Management, Retirement Planning, Fixed Annuities, Retirement, Financial Advisory, Life Insurance, Strategic Financial..., Mutual Funds, Series 7, Long-term Care, Wealth Management, Estate Planning, Financial Planners, Series 63, IRAs, Term Life Insurance
Education
James Madison University - College of Business 1972 — 2000
BS
Principal Financial Group April 2014 - Present
New York Life March 2009 - April 2014
LPL Financial Services (IFMG) January 2003 - March 2009
AIG VALIC 2000 - 2003
Fidelity Federal Bank January 1994 - June 2000
Skills
Sales Management, Team Leadership, Operations Management, Customer Relations, Training & Development, Recruitment/Retention, Marketing Strategy, Business Development, Events, Leadership, New Business Development, Social Networking, Customer Service, Employee Training, Teamwork, Management, Recruiting, Training, Coaching, Sales, Investments, Program Management, Banking, Strategy, Financial Services, Executive Management, Entrepreneurship, Insurance, Marketing, Human Resources, Finance, Analysis, Small Business, Securities, Time Management, Retirement Planning, Fixed Annuities, Retirement, Financial Advisory, Life Insurance, Strategic Financial..., Mutual Funds, Series 7, Long-term Care, Wealth Management, Estate Planning, Financial Planners, Series 63, IRAs, Term Life Insurance
Education
James Madison University - College of Business 1972 — 2000
BS
Eugene Alekseyev Eugene Alekseyev's New York Life Experience May 2009 - July 2009
Job Corporate Recruiting Sourcer at Pegasystems
Industry Staffing and Recruiting
Experience
Pegasystems June 2015 - Present
Swoon Technology Resources March 2014 - May 2015
Crystal Equation Corporation September 2010 - March 2014
Vivid Seats May 2010 - July 2010
New York Life May 2009 - July 2009
Verbatim Advisory Group September 2008 - February 2009
Stop & Shop Inc. September 2007 - July 2008
O’Connell & Associates March 2007 - April 2007
Skills
Business Strategy, Management, Program Management, Process Improvement, Sales, Analysis, Public Relations, Vendor Management, Operations Management, Project Management, Recruiting, Telecommunications, Team Leadership, Microsoft Excel, Applicant Tracking..., Technical Recruiting, Wireless, Business Development, Talent Acquisition, Sourcing, Market Research, Mobile Technology, Mobile Devices, Cold Calling, Contract Recruitment, College Recruiting, Internet Recruiting, Business Analysis, Customer Service, Team Building, Team Management, Screening Resumes, Staffing Services, Screening, Account Management, Benefits Negotiation, Training, Interviews, Networking, SDLC, Search, Permanent Placement, Recruitment Advertising, Human Resources, Staff Augmentation, Business Networking, Talent Management, Hiring, IT Recruitment, Building Relationships
Education
Johnson & Wales University 2005 — 2008
BA, Marketing / Research
Pegasystems June 2015 - Present
Swoon Technology Resources March 2014 - May 2015
Crystal Equation Corporation September 2010 - March 2014
Vivid Seats May 2010 - July 2010
New York Life May 2009 - July 2009
Verbatim Advisory Group September 2008 - February 2009
Stop & Shop Inc. September 2007 - July 2008
O’Connell & Associates March 2007 - April 2007
Skills
Business Strategy, Management, Program Management, Process Improvement, Sales, Analysis, Public Relations, Vendor Management, Operations Management, Project Management, Recruiting, Telecommunications, Team Leadership, Microsoft Excel, Applicant Tracking..., Technical Recruiting, Wireless, Business Development, Talent Acquisition, Sourcing, Market Research, Mobile Technology, Mobile Devices, Cold Calling, Contract Recruitment, College Recruiting, Internet Recruiting, Business Analysis, Customer Service, Team Building, Team Management, Screening Resumes, Staffing Services, Screening, Account Management, Benefits Negotiation, Training, Interviews, Networking, SDLC, Search, Permanent Placement, Recruitment Advertising, Human Resources, Staff Augmentation, Business Networking, Talent Management, Hiring, IT Recruitment, Building Relationships
Education
Johnson & Wales University 2005 — 2008
BA, Marketing / Research
David Zander, CFP David Zander, CFP's New York Life Experience November 2004 - May 2006
Job Steward
Industry Financial Services
Experience
Back Nine Financial, LLC. September 2013 - Present
UBS September 2011 - August 2013
WealthVest Marketing August 2010 - August 2011
Back Nine Financial, LLC May 2006 - August 2011
New York Life November 2004 - May 2006
Lincoln Financial Group February 2002 - January 2004
ING November 1999 - December 2001
Aetna Financial Services November 1998 - November 1999
Aetna Retirement Services July 1996 - November 1998
Life of Virginia January 1994 - January 1996
Skills
Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Sales, Management, Investments, Finance, Mutual Funds, Series 6
Education
University of Wisconsin-Whitewater 1972 — 1974
BBA, Marketing
Madison Area Technical College 1971 — 1972
Assoc Degree, Accounting
Back Nine Financial, LLC. September 2013 - Present
UBS September 2011 - August 2013
WealthVest Marketing August 2010 - August 2011
Back Nine Financial, LLC May 2006 - August 2011
New York Life November 2004 - May 2006
Lincoln Financial Group February 2002 - January 2004
ING November 1999 - December 2001
Aetna Financial Services November 1998 - November 1999
Aetna Retirement Services July 1996 - November 1998
Life of Virginia January 1994 - January 1996
Skills
Retirement Planning, Retirement, Financial Advisory, Fixed Annuities, Sales, Management, Investments, Finance, Mutual Funds, Series 6
Education
University of Wisconsin-Whitewater 1972 — 1974
BBA, Marketing
Madison Area Technical College 1971 — 1972
Assoc Degree, Accounting
Joe Calhoun's New York Life Experience April 2007 - August 2007
Job Financial Planning and Advisor Technology Specialist
Industry Investment Management
Experience
Symphonic Financial Advisors June 2012 - Present
HappyBottoms.org May 2011 - May 2013
RFC September 2009 - June 2012
Nuveen Investments September 2008 - January 2009
Smith Barney 2007 - 2008
New York Life April 2007 - August 2007
Holland America Line 2006 - 2006
Skills
Business Strategy, Financial Software, Valuation, Financial Planning, Customer Experience, Client Retention, Client Relationship..., Creative Problem Solving, Accounting Applications, Strategic Financial..., CRM, Customer Retention, Investments, Analysis, Time Management, Management, Finance, Budgets, Insurance, Business Analysis, Strategy, Financial Services, Business Development, Sales, Small Business, Marketing, Wealth Management, Customer Service
Education
Loyola University of Chicago
BBA, Finance, Computer Science
Symphonic Financial Advisors June 2012 - Present
HappyBottoms.org May 2011 - May 2013
RFC September 2009 - June 2012
Nuveen Investments September 2008 - January 2009
Smith Barney 2007 - 2008
New York Life April 2007 - August 2007
Holland America Line 2006 - 2006
Skills
Business Strategy, Financial Software, Valuation, Financial Planning, Customer Experience, Client Retention, Client Relationship..., Creative Problem Solving, Accounting Applications, Strategic Financial..., CRM, Customer Retention, Investments, Analysis, Time Management, Management, Finance, Budgets, Insurance, Business Analysis, Strategy, Financial Services, Business Development, Sales, Small Business, Marketing, Wealth Management, Customer Service
Education
Loyola University of Chicago
BBA, Finance, Computer Science
Efrain Mojica Efrain Mojica's New York Life Experience February 2007 - February 2010
Job REO/Distressed Property Acquisition Specialist at First Metropolitan Financial Group, LLC
Industry Insurance
Experience
First Metropolitan Financial Group, LLC January 2008 - Present
New York Life February 2007 - February 2010
Skills
Investments, Real Estate Development, Investors, Real Estate, Investment Properties, Foreclosures, REO, Commercial Real Estate, Joint Ventures, Property Management, Asset Managment, Negotiation, Contract Negotiation, Project Finance, Trading
Education
Long Island University, Brooklyn Campus
New York Institute Of Technology
First Metropolitan Financial Group, LLC January 2008 - Present
New York Life February 2007 - February 2010
Skills
Investments, Real Estate Development, Investors, Real Estate, Investment Properties, Foreclosures, REO, Commercial Real Estate, Joint Ventures, Property Management, Asset Managment, Negotiation, Contract Negotiation, Project Finance, Trading
Education
Long Island University, Brooklyn Campus
New York Institute Of Technology
Charlie Carmouche's New York Life Experience July 2004 - January 2007
Job Principal at Carmouche Insurance, Inc.
Industry Insurance
Experience
Carmouche Insurance, Inc. January 2007 - Present
Warriors For Freedom Foundation January 2013 - December 2013
New York Life July 2004 - January 2007
New York Life September 2001 - July 2004
Skills
Insurance, Health Insurance, Commercial Insurance, Property & Casualty..., Mergers & Acquisitions, Sales, Real Estate, Professional Liability, Workers Compensation, Umbrella Insurance, Liability, Legal Liability, Disability Insurance, Casualty, Financial Services, Life Insurance, Term Life Insurance, Commercial Lines, Homeowners, Community Service, Risk Management, Fixed Annuities, Employment Practices..., Brokers, Whole Life, Casualty Insurance
Education
Louisiana State University and Agricultural and Mechanical College 1992 — 2000
BA, Speech Communications
Carmouche Insurance, Inc. January 2007 - Present
Warriors For Freedom Foundation January 2013 - December 2013
New York Life July 2004 - January 2007
New York Life September 2001 - July 2004
Skills
Insurance, Health Insurance, Commercial Insurance, Property & Casualty..., Mergers & Acquisitions, Sales, Real Estate, Professional Liability, Workers Compensation, Umbrella Insurance, Liability, Legal Liability, Disability Insurance, Casualty, Financial Services, Life Insurance, Term Life Insurance, Commercial Lines, Homeowners, Community Service, Risk Management, Fixed Annuities, Employment Practices..., Brokers, Whole Life, Casualty Insurance
Education
Louisiana State University and Agricultural and Mechanical College 1992 — 2000
BA, Speech Communications
Heidi Welch Heidi Welch's New York Life Experience May 2003 - January 2005
Job Life Insurance Consultant Case Design Expert Insurance Liaison – Relationship Champion
Industry Insurance
Experience
Target Insurance Services November 2006 - Present
Buffalo Funds 2005 - 2006
New York Life May 2003 - January 2005
Jackson National Life 1992 - May 2003
Skills
Life Insurance, Insurance, Marketing, Retirement Planning, Term Life Insurance, Disability Insurance, Sales, Fixed Annuities, Long-term Care, Health Insurance
Education
Johnson County Community College 1988 — 1989
Target Insurance Services November 2006 - Present
Buffalo Funds 2005 - 2006
New York Life May 2003 - January 2005
Jackson National Life 1992 - May 2003
Skills
Life Insurance, Insurance, Marketing, Retirement Planning, Term Life Insurance, Disability Insurance, Sales, Fixed Annuities, Long-term Care, Health Insurance
Education
Johnson County Community College 1988 — 1989
John Fechino John Fechino's New York Life Experience March 2012 - Present
Job Business Development at Excel Group, Inc, Courier/ Logistics
Industry Package/Freight Delivery
Experience
Excel Group, Inc, Courier/ Logistics January 2014 - Present
New York Life March 2012 - Present
Printegration July 2006 - May 2011
Worth Higgins & Associates 1994 - 2006
Skills
New Business Development, Direct Mail, Direct Marketing, Marketing Strategy, Email Marketing, Account Management, Business Development, Advertising, Sales, Sales Management, B2B, Online Advertising, Marketing, Lead Generation, Public Speaking, Direct Sales, Social Media Marketing, Project Management, Integrated Marketing, Financial Services, Strategic Planning, Digital Marketing, Brand Development, Market Planning, Facebook, Public Relations, Leadership, Strategic Partnerships, Training, Small Business, Entrepreneurship, Strategy, Marketing Communications, Brand Management, Online Marketing, Salesforce.com, CRM, Customer Retention, Social Networking
Education
James Madison University 1980 — 1984
Bachelor, Marketing Management and Research
Midlothian 1978 — 1980
Excel Group, Inc, Courier/ Logistics January 2014 - Present
New York Life March 2012 - Present
Printegration July 2006 - May 2011
Worth Higgins & Associates 1994 - 2006
Skills
New Business Development, Direct Mail, Direct Marketing, Marketing Strategy, Email Marketing, Account Management, Business Development, Advertising, Sales, Sales Management, B2B, Online Advertising, Marketing, Lead Generation, Public Speaking, Direct Sales, Social Media Marketing, Project Management, Integrated Marketing, Financial Services, Strategic Planning, Digital Marketing, Brand Development, Market Planning, Facebook, Public Relations, Leadership, Strategic Partnerships, Training, Small Business, Entrepreneurship, Strategy, Marketing Communications, Brand Management, Online Marketing, Salesforce.com, CRM, Customer Retention, Social Networking
Education
James Madison University 1980 — 1984
Bachelor, Marketing Management and Research
Midlothian 1978 — 1980
Lisa Combest Lisa Combest's New York Life Experience 2009 - 2010
Job Clinical Eye Care Educator
Industry Pharmaceuticals
Experience
Publicis Touchpoint Solutions July 2015 - Present
EG Life Sciences February 2015 - May 2015
Maetrics, Inc July 2014 - February 2015
Alcon Laboratories, Inc. April 2010 - July 2014
New York Life 2009 - 2010
Skills
Pharmaceutical Industry, Clinical Trials, Sales Effectiveness, Medical Devices, Clinical Development, Pharmaceutical Sales, FDA, MDRs, Post Market Surveillance, Cross-functional Team..., Product Development, Quality Assurance, Biotechnology, Clinical Research, Business Analysis, Oncology, Life Sciences, Microsoft Office, Leadership, Product Launch, Quality Control, Customer Service, Market Analysis, Quality System, Regulatory Affairs, Sales, Software Documentation, Regulatory Submissions, Healthcare, Process Improvement
Education
LeTourneau University 2006 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Southern Methodist University 1999 — 2000
Certification, UNIX System Administration
Publicis Touchpoint Solutions July 2015 - Present
EG Life Sciences February 2015 - May 2015
Maetrics, Inc July 2014 - February 2015
Alcon Laboratories, Inc. April 2010 - July 2014
New York Life 2009 - 2010
Skills
Pharmaceutical Industry, Clinical Trials, Sales Effectiveness, Medical Devices, Clinical Development, Pharmaceutical Sales, FDA, MDRs, Post Market Surveillance, Cross-functional Team..., Product Development, Quality Assurance, Biotechnology, Clinical Research, Business Analysis, Oncology, Life Sciences, Microsoft Office, Leadership, Product Launch, Quality Control, Customer Service, Market Analysis, Quality System, Regulatory Affairs, Sales, Software Documentation, Regulatory Submissions, Healthcare, Process Improvement
Education
LeTourneau University 2006 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Southern Methodist University 1999 — 2000
Certification, UNIX System Administration
Michael Whitehill, MBA, CLTC's New York Life Experience 2008 - December 2012
Job CEO and Financial Advisor at Main & West Financial
Industry Financial Services
Experience
Main & West Financial July 2012 - Present
Eagle Strategies LLC November 2009 - December 2012
New York Life 2008 - December 2012
Service 800 2007 - 2008
Avaya 2003 - 2006
Aravox Technologies 2001 - 2002
Envoda LLC 1999 - 2001
Virticon Business Communications 1997 - 2000
3Com 1996 - 1997
Synoptics/Bay Networks 1992 - 1996
Skills
Strategic Financial..., Investments, Finance, Estate Planning, Insurance, Business Planning, Business Development, Small Business, Entrepreneurship, Financial Planning, Wealth, Marketing, Leadership, Start-ups, Retirement, Product Management, Entrepreneur, Management
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1990
MBA, Executive MBA Program
Iowa State University 1971 — 1974
B.S., Engineering Operations
The American College 2009 — 2012
Financial and Estate Planning, Investments, Insurance
Main & West Financial July 2012 - Present
Eagle Strategies LLC November 2009 - December 2012
New York Life 2008 - December 2012
Service 800 2007 - 2008
Avaya 2003 - 2006
Aravox Technologies 2001 - 2002
Envoda LLC 1999 - 2001
Virticon Business Communications 1997 - 2000
3Com 1996 - 1997
Synoptics/Bay Networks 1992 - 1996
Skills
Strategic Financial..., Investments, Finance, Estate Planning, Insurance, Business Planning, Business Development, Small Business, Entrepreneurship, Financial Planning, Wealth, Marketing, Leadership, Start-ups, Retirement, Product Management, Entrepreneur, Management
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1990
MBA, Executive MBA Program
Iowa State University 1971 — 1974
B.S., Engineering Operations
The American College 2009 — 2012
Financial and Estate Planning, Investments, Insurance
Joaquin J. Flores Joaquin J. Flores's New York Life Experience October 2009 - April 2011
Job Law Student at Drake Law School
Industry Civic & Social Organization
Experience
Brick Gentry P.C. May 2015 - Present
Drake Law School August 2014 - Present
GEICO January 2014 - August 2014
United Way of Johnson County September 2012 - June 2013
Greater Des Moines Partnership July 2011 - July 2012
New York Life October 2009 - April 2011
First American Title March 2009 - October 2009
ACLU September 2008 - December 2008
Kaiser Permanente January 2006 - January 2007
Carmen Flores Community Center January 2005 - January 2006
Skills
Non-profits, Public Speaking, Social Media, Public Relations, Customer Service, Microsoft Office, Event Management, Research, Community Outreach, Communication, Diversity, Cultural Diversity, Inclusion, Community Organizing, Recruiting, Community Development, Interpersonal Skill, Policy, Management, Newsletters, Nonprofits, Budgets, Event Planning, Legal Research, Legal Writing
Education
Drake University Law School 2014 — 2017
University of California, Berkeley 2007 — 2009
B.A, Rhetoric; Public Discourse
Laney College 2006 — 2008
Brick Gentry P.C. May 2015 - Present
Drake Law School August 2014 - Present
GEICO January 2014 - August 2014
United Way of Johnson County September 2012 - June 2013
Greater Des Moines Partnership July 2011 - July 2012
New York Life October 2009 - April 2011
First American Title March 2009 - October 2009
ACLU September 2008 - December 2008
Kaiser Permanente January 2006 - January 2007
Carmen Flores Community Center January 2005 - January 2006
Skills
Non-profits, Public Speaking, Social Media, Public Relations, Customer Service, Microsoft Office, Event Management, Research, Community Outreach, Communication, Diversity, Cultural Diversity, Inclusion, Community Organizing, Recruiting, Community Development, Interpersonal Skill, Policy, Management, Newsletters, Nonprofits, Budgets, Event Planning, Legal Research, Legal Writing
Education
Drake University Law School 2014 — 2017
University of California, Berkeley 2007 — 2009
B.A, Rhetoric; Public Discourse
Laney College 2006 — 2008
Bill Noldy Bill Noldy's New York Life Experience June 2009 - December 2011
Job Sales Consultant at Kingston Nissan
Industry Automotive
Experience
Kingston Nissan October 2012 - Present
MassMutual Financial Group January 2012 - October 2012
New York Life June 2009 - December 2011
American General Financial April 2001 - May 2009
Skills
Vendor Management, Process Improvement, Call Centers, Leadership, Project Management
Education
Mansfield University of Pennsylvania 1980 — 1985
BA, Communications
elk lake
Kingston Nissan October 2012 - Present
MassMutual Financial Group January 2012 - October 2012
New York Life June 2009 - December 2011
American General Financial April 2001 - May 2009
Skills
Vendor Management, Process Improvement, Call Centers, Leadership, Project Management
Education
Mansfield University of Pennsylvania 1980 — 1985
BA, Communications
elk lake
Judy Witkowski, LUTCF Judy Witkowski, LUTCF's New York Life Experience 2009 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life 2009 - Present
Professional Planners July 2001 - January 2010
Health Care of Southeastern MA, Inc. 1994 - 2001
Skills
Insurance, Investments, Business Planning, Retirement, Retirement Planning, Long Term Care, Annuities, Estate Planning, Long-term Care, Asset Allocation, Asset Management, Customer Service, Disability Insurance, Employee Benefits, Finance, Financial Planning, Financial Services, Fixed Annuities, Health Insurance, Life Insurance, Mutual Funds, Nonprofits, Personal Finance, Small Business, Strategic Financial...
Education
The American College 2010 — 2012
LUTCF, Financial Planning and Services
Lesley College
Bachelor of Science in Education
Middlesex Community College
Registered Nurse, Nursing Science
New York Life 2009 - Present
Professional Planners July 2001 - January 2010
Health Care of Southeastern MA, Inc. 1994 - 2001
Skills
Insurance, Investments, Business Planning, Retirement, Retirement Planning, Long Term Care, Annuities, Estate Planning, Long-term Care, Asset Allocation, Asset Management, Customer Service, Disability Insurance, Employee Benefits, Finance, Financial Planning, Financial Services, Fixed Annuities, Health Insurance, Life Insurance, Mutual Funds, Nonprofits, Personal Finance, Small Business, Strategic Financial...
Education
The American College 2010 — 2012
LUTCF, Financial Planning and Services
Lesley College
Bachelor of Science in Education
Middlesex Community College
Registered Nurse, Nursing Science
Ajay Thotangare's New York Life Experience May 2004 - May 2005
Job Principal, Technical Services at Delphix
Industry Information Technology and Services
Experience
Delphix April 2015 - Present
United Airlines May 2012 - March 2015
Credit Suisse June 2010 - July 2012
Bank of America December 2008 - June 2010
Starwood Hotels & Resorts Worldwide, Inc. December 2007 - December 2008
Merrill Lynch October 2006 - November 2007
Starwood Hotels & Resorts May 2005 - October 2006
New York Life May 2004 - May 2005
Skills
Oracle RAC, Oracle SQL, Oracle Certified DBA, Oracle Streams, oracle apex, PL/SQL, Unix Shell Scripting, Oracle Application..., Databases, RMAN, Data Warehousing, SQL Tuning, Performance Tuning, Solaris, Oracle, Disaster Recovery, Database Administration
Education
Madurai Kamaraj University 1998 — 2001
M.C.A, Master of Computer Applications
University of Mumbai 1994 — 1996
M.Sc., Master of Science
Delphix April 2015 - Present
United Airlines May 2012 - March 2015
Credit Suisse June 2010 - July 2012
Bank of America December 2008 - June 2010
Starwood Hotels & Resorts Worldwide, Inc. December 2007 - December 2008
Merrill Lynch October 2006 - November 2007
Starwood Hotels & Resorts May 2005 - October 2006
New York Life May 2004 - May 2005
Skills
Oracle RAC, Oracle SQL, Oracle Certified DBA, Oracle Streams, oracle apex, PL/SQL, Unix Shell Scripting, Oracle Application..., Databases, RMAN, Data Warehousing, SQL Tuning, Performance Tuning, Solaris, Oracle, Disaster Recovery, Database Administration
Education
Madurai Kamaraj University 1998 — 2001
M.C.A, Master of Computer Applications
University of Mumbai 1994 — 1996
M.Sc., Master of Science
Thomas Peveraro's New York Life Experience 2001 - 2003
Job Executive Director, Global KYC
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
HSBC October 2011 - October 2013
Morgan Stanley Smith Barney August 2009 - November 2011
Peveraro Group October 2005 - August 2009
Goldman Sachs April 2004 - October 2005
New York Life 2001 - 2003
Skills
Risk Management, AML, Asset Management, Banking, Bloomberg, Due Diligence, Enterprise Risk..., Integration, Operational Risk, Operational Risk..., PMO, Program Management, Relationship Management, Retail Banking, Risk Assessment, Securities, USA PATRIOT Act, Wealth Management
Education
Loyola University Maryland 1994 — 1998
BA, Psychology
Regis HS 1990 — 1994
JPMorgan Chase November 2013 - Present
HSBC October 2011 - October 2013
Morgan Stanley Smith Barney August 2009 - November 2011
Peveraro Group October 2005 - August 2009
Goldman Sachs April 2004 - October 2005
New York Life 2001 - 2003
Skills
Risk Management, AML, Asset Management, Banking, Bloomberg, Due Diligence, Enterprise Risk..., Integration, Operational Risk, Operational Risk..., PMO, Program Management, Relationship Management, Retail Banking, Risk Assessment, Securities, USA PATRIOT Act, Wealth Management
Education
Loyola University Maryland 1994 — 1998
BA, Psychology
Regis HS 1990 — 1994
Evans Charles Evans Charles's New York Life Experience November 2005 - June 2010
Job Network Operator for Canon USA
Industry Information Technology and Services
Experience
Canon USA May 2012 - Present
New York City health and hospitals corporation June 2010 - May 2012
New York City Health & Hospitals June 2010 - May 2012
HEALTH AND HOSPITALS CORPORATION January 2010 - May 2012
NEW YORK LIFE November 2005 - June 2010
NYL 2005 November 2005 - June 2010
CENDANT CORPORATION January 2000 - January 2002
Cendant October 1998 - December 2000
EMPIRE INSURANCE GROUP January 1990 - January 2000
Empire Insurance June 1990 - October 1998
Skills
Cisco, Routers, Troubleshooting, Operating Systems, Software Documentation, Switches, Technical Support, BMC Remedy, Hardware, Networking, Software Installation, Testing, WAN, Routing, FTP, Mainframe, JCL, Cisco Nexus, MVS, CICS, TSO, VPN, TCP/IP, Cisco Routers, Data Center, Cisco IOS, Cisco Technologies, Citrix, Disaster Recovery, Infrastructure, CCNA
Education
Kingsborough Community College
New Horizon Cisco IT training
CCNA
Canon USA May 2012 - Present
New York City health and hospitals corporation June 2010 - May 2012
New York City Health & Hospitals June 2010 - May 2012
HEALTH AND HOSPITALS CORPORATION January 2010 - May 2012
NEW YORK LIFE November 2005 - June 2010
NYL 2005 November 2005 - June 2010
CENDANT CORPORATION January 2000 - January 2002
Cendant October 1998 - December 2000
EMPIRE INSURANCE GROUP January 1990 - January 2000
Empire Insurance June 1990 - October 1998
Skills
Cisco, Routers, Troubleshooting, Operating Systems, Software Documentation, Switches, Technical Support, BMC Remedy, Hardware, Networking, Software Installation, Testing, WAN, Routing, FTP, Mainframe, JCL, Cisco Nexus, MVS, CICS, TSO, VPN, TCP/IP, Cisco Routers, Data Center, Cisco IOS, Cisco Technologies, Citrix, Disaster Recovery, Infrastructure, CCNA
Education
Kingsborough Community College
New Horizon Cisco IT training
CCNA
Andrew Vass Andrew Vass's New York Life Experience March 2008 - March 2013
Job Insurance broker with Hunken Agency in Glenview, Exec Director at Technology for Humanity
Industry Insurance
Experience
Hunken Agency March 2013 - Present
Technology for Humanity January 2002 - Present
New York Life March 2008 - March 2013
North Shore InfoRamp January 1996 - October 2005
Skills
Strategic Financial..., Life Insurance, Retirement Planning, Qualified Retirement..., Long Term Care Insurance, Alternative Investments, Financial Analysis, Fixed Annuities, Insurance, Mutual Funds, Estate Planning, Long-term Care, Retirement, Small Business, Disability Insurance, Investments, Process Improvement, 401k, Wealth Management, Pensions, Investment Advisory, Financial Advisory, Personal Finance, Finance, Underwriting, Employee Benefits, Risk Management, Financial Services, Whole Life, Asset Protection, Health Insurance, Series 63, Real Estate, IRAs, Wealth, Term Life Insurance, Selling, Program Management, Financial Planners, Nonprofits, Investment Management, Tax, Mortgage Lending, Medicare, Securities, Workers Compensation, High Net Worth..., Asset Allocation, Portfolio Management, Series 7
Education
Keller Graduate School of Management 1986 — 1988
MBA
Hunken Agency March 2013 - Present
Technology for Humanity January 2002 - Present
New York Life March 2008 - March 2013
North Shore InfoRamp January 1996 - October 2005
Skills
Strategic Financial..., Life Insurance, Retirement Planning, Qualified Retirement..., Long Term Care Insurance, Alternative Investments, Financial Analysis, Fixed Annuities, Insurance, Mutual Funds, Estate Planning, Long-term Care, Retirement, Small Business, Disability Insurance, Investments, Process Improvement, 401k, Wealth Management, Pensions, Investment Advisory, Financial Advisory, Personal Finance, Finance, Underwriting, Employee Benefits, Risk Management, Financial Services, Whole Life, Asset Protection, Health Insurance, Series 63, Real Estate, IRAs, Wealth, Term Life Insurance, Selling, Program Management, Financial Planners, Nonprofits, Investment Management, Tax, Mortgage Lending, Medicare, Securities, Workers Compensation, High Net Worth..., Asset Allocation, Portfolio Management, Series 7
Education
Keller Graduate School of Management 1986 — 1988
MBA
Octavia Alford's New York Life Experience July 2012 - Present
Job Talent Development Associate at New York Life
Industry Insurance
Experience
New York Life July 2012 - Present
New York Life Insurance Company August 2007 - Present
New York Life Insurance 2007 - Present
Cadbury plc. January 2005 - December 2006
Skills
Onboarding, Word, Customer Service, Outlook, Microsoft Word, SAP, Office Management, Recruiting, Payroll, Human Resources, Employee Relations, PeopleSoft, Microsoft Office, PowerPoint, Budgets, Microsoft Excel, Applicant Tracking...
Education
Long Island University, Brooklyn Campus 2000 — 2003
Journalism, Media Arts minor
Sacred Heart University
New York Life July 2012 - Present
New York Life Insurance Company August 2007 - Present
New York Life Insurance 2007 - Present
Cadbury plc. January 2005 - December 2006
Skills
Onboarding, Word, Customer Service, Outlook, Microsoft Word, SAP, Office Management, Recruiting, Payroll, Human Resources, Employee Relations, PeopleSoft, Microsoft Office, PowerPoint, Budgets, Microsoft Excel, Applicant Tracking...
Education
Long Island University, Brooklyn Campus 2000 — 2003
Journalism, Media Arts minor
Sacred Heart University
Pat Velander Pat Velander's New York Life Experience June 2013 - Present
Job Registered Representative at New York Life Insurance Company
Industry Insurance
Experience
New York Life June 2013 - Present
Genworth Financial April 2010 - June 2013
Long Term Care Financial Partners / GE Capital Assurance December 2000 - October 2009
SMGnet April 1999 - December 2000
Harvard Business School Publishing September 1997 - December 1999
Kaset International September 1994 - September 1997
Eastman Kodak Company August 1983 - September 1994
Kodak 1983 - 1994
Norfolk Diagnostic Clinic 1980 - 1983
Skills
Insurance, 401(k)Rollovers, Annuity Sales, Asset Protection, Key Person Protection, Estate Planning, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Mutual Funds, Wealth, Financial Services, Long Term Care Insurance, Long-term Care, Disability Insurance, Life Insurance, Universal Life, Health Insurance
Education
Marymount University 1994 — 1998
MS, Health Care Administration
Strome College of Business 1980 — 1983
BS, Business Administration, Marketing
Norfolk General School of Professional Nursing
Registered Nurse, Nursing
New York Life June 2013 - Present
Genworth Financial April 2010 - June 2013
Long Term Care Financial Partners / GE Capital Assurance December 2000 - October 2009
SMGnet April 1999 - December 2000
Harvard Business School Publishing September 1997 - December 1999
Kaset International September 1994 - September 1997
Eastman Kodak Company August 1983 - September 1994
Kodak 1983 - 1994
Norfolk Diagnostic Clinic 1980 - 1983
Skills
Insurance, 401(k)Rollovers, Annuity Sales, Asset Protection, Key Person Protection, Estate Planning, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Mutual Funds, Wealth, Financial Services, Long Term Care Insurance, Long-term Care, Disability Insurance, Life Insurance, Universal Life, Health Insurance
Education
Marymount University 1994 — 1998
MS, Health Care Administration
Strome College of Business 1980 — 1983
BS, Business Administration, Marketing
Norfolk General School of Professional Nursing
Registered Nurse, Nursing
Harlan Etheridge's New York Life Experience 1986 - 1987
Job Associate Professor of Accounting University of Louisiana at Lafayette
Industry Higher Education
Experience
University of Louisiana at Lafayette 2000 - Present
University of Louisiana at Lafayette August 2009 - July 2012
University of Louisiana at Lafayette January 2001 - December 2002
McNeese State University 1997 - 2000
University of Houston 1991 - 1997
New York Life 1986 - 1987
Bayou Bottling January 1984 - September 1986
Skills
Higher Education, Statistics, Research, University Teaching, Teaching, Data Analysis, Public Speaking, Analysis, E-Learning, Accounting, Access, Critical Thinking, Grant Writing, Student Development, Instructional Design, Microsoft Excel
Education
Louisiana State University 1987 — 1991
Ph.D., Accounting
McNeese State University 1978 — 1981
B.S., Accounting
Alfred M. Barbe High School
University of Louisiana at Lafayette 2000 - Present
University of Louisiana at Lafayette August 2009 - July 2012
University of Louisiana at Lafayette January 2001 - December 2002
McNeese State University 1997 - 2000
University of Houston 1991 - 1997
New York Life 1986 - 1987
Bayou Bottling January 1984 - September 1986
Skills
Higher Education, Statistics, Research, University Teaching, Teaching, Data Analysis, Public Speaking, Analysis, E-Learning, Accounting, Access, Critical Thinking, Grant Writing, Student Development, Instructional Design, Microsoft Excel
Education
Louisiana State University 1987 — 1991
Ph.D., Accounting
McNeese State University 1978 — 1981
B.S., Accounting
Alfred M. Barbe High School
Cale Schorer's New York Life Experience November 2001 - June 2005
Job Insurance BrokerThe Schorer Agency
Industry Insurance
Experience
The Schorer Agency May 2015 - Present
National Vision - America's Best Contacts and Eyeglasses November 2013 - May 2015
Upstate Gold Buyers April 2012 - September 2014
The Vernon Company 2013 - 2014
Allstate June 2009 - January 2012
Connell Financial Group January 2009 - June 2009
MassMutual July 2006 - January 2009
M&T Bank June 2005 - July 2006
New York Life November 2001 - June 2005
Hannoush Jewelers Inc. June 2001 - January 2002
Skills
Disability Insurance, Fixed Annuities, Long-term Care, Life Insurance, Insurance, Term Life Insurance, Retirement Planning, Health Insurance, Whole Life, Retirement, Employee Benefits, 401k, Long Term Care Insurance, Sales, Customer Service, Banking, Sales Management, Branding & Identity, Retail Sales, Marketing, Retail Managment, Entrepreneurship, Personal Branding, Marketing Strategy, Brokers, Estate Planning, Universal Life, IRAs, Liability, Financial Services, Mutual Funds, Property, Commercial Insurance, Corporate Branding, Underwriting, Business Networking, Social Networking, Leadership, Investments, Risk Management, Management, Selling, Retail
Education
Jefferson Community College 1998 — 1998
Business, Management, Marketing, and Related Support Services
UW-Center-Baraboo 1995 — 1996
Studied, Business Management
WDHS 1992 — 1995
The Schorer Agency May 2015 - Present
National Vision - America's Best Contacts and Eyeglasses November 2013 - May 2015
Upstate Gold Buyers April 2012 - September 2014
The Vernon Company 2013 - 2014
Allstate June 2009 - January 2012
Connell Financial Group January 2009 - June 2009
MassMutual July 2006 - January 2009
M&T Bank June 2005 - July 2006
New York Life November 2001 - June 2005
Hannoush Jewelers Inc. June 2001 - January 2002
Skills
Disability Insurance, Fixed Annuities, Long-term Care, Life Insurance, Insurance, Term Life Insurance, Retirement Planning, Health Insurance, Whole Life, Retirement, Employee Benefits, 401k, Long Term Care Insurance, Sales, Customer Service, Banking, Sales Management, Branding & Identity, Retail Sales, Marketing, Retail Managment, Entrepreneurship, Personal Branding, Marketing Strategy, Brokers, Estate Planning, Universal Life, IRAs, Liability, Financial Services, Mutual Funds, Property, Commercial Insurance, Corporate Branding, Underwriting, Business Networking, Social Networking, Leadership, Investments, Risk Management, Management, Selling, Retail
Education
Jefferson Community College 1998 — 1998
Business, Management, Marketing, and Related Support Services
UW-Center-Baraboo 1995 — 1996
Studied, Business Management
WDHS 1992 — 1995
Andrew William Nosaville's New York Life Experience August 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC, (Member FINRA/SIPC)
Industry Financial Services
Experience
NYLIFE Securities LLC November 2014 - Present
New York Life August 2014 - Present
Skills
Insurance, Market Research, Analysis, Investments, Financial Services, Portfolio Management, Financial Analysis, Retirement Planning, Securities, Life Insurance, Retirement, Education Funding..., 401(k) Rollovers, Key Person Protection, Asset Protection, Wealth Transfer, IRAs, ROTH IRAs, Protection Planning, Asset Diversification, Budgets, Employee Retention..., College Funding..., Tax Reduction Strategies
Education
Louisiana State University 2004 — 2010
Bachelor of Science (B.S.), Business Administration & Human Resource Development
Episcopal High School 2000 — 2004
NYLIFE Securities LLC November 2014 - Present
New York Life August 2014 - Present
Skills
Insurance, Market Research, Analysis, Investments, Financial Services, Portfolio Management, Financial Analysis, Retirement Planning, Securities, Life Insurance, Retirement, Education Funding..., 401(k) Rollovers, Key Person Protection, Asset Protection, Wealth Transfer, IRAs, ROTH IRAs, Protection Planning, Asset Diversification, Budgets, Employee Retention..., College Funding..., Tax Reduction Strategies
Education
Louisiana State University 2004 — 2010
Bachelor of Science (B.S.), Business Administration & Human Resource Development
Episcopal High School 2000 — 2004
Theresa Jones's New York Life Experience 2007 - 2007
Job Proposal Manager at WESCO Distribution
Industry Wholesale
Experience
WESCO Distribution May 2014 - Present
WESCO Distribution July 2010 - May 2014
WESCO Distribution February 2008 - July 2010
New York Life 2007 - 2007
InfoNXX March 2006 - October 2006
ADP VirtualEdge September 2005 - February 2006
CEI 2005 - 2005
Catalyst International 2004 - 2005
Descartes Systems Group 1999 - May 2004
E-Transport August 1999 - February 2000
Skills
Project Management, Brand Management, Direct Sales, Training, Vendor Management, Global Marketing, Team Leadership, Analyst Relations, Market Research, Marketing Management, Multi-channel Marketing, Product Marketing, Marketing Strategy, Competitive Analysis, New Business Development, Product Development, Negotiation, Strategy, Pricing, Strategic Planning, Management, Sales, B2B, Lead Generation, Product Management, Cross-functional Team..., Business Development, Marketing Communications, Marketing, Product Launch, Leadership, Market Planning
Education
Universidad de Valladolid 2004 — 2004
Certificate, Spanish
Thunderbird School of Global Management 1996 — 1997
MIM (MBA), Marketing, Latin American studies
Indiana University of Pennsylvania 1992 — 1995
BA, Spanish for International Trade
North East High School
WESCO Distribution May 2014 - Present
WESCO Distribution July 2010 - May 2014
WESCO Distribution February 2008 - July 2010
New York Life 2007 - 2007
InfoNXX March 2006 - October 2006
ADP VirtualEdge September 2005 - February 2006
CEI 2005 - 2005
Catalyst International 2004 - 2005
Descartes Systems Group 1999 - May 2004
E-Transport August 1999 - February 2000
Skills
Project Management, Brand Management, Direct Sales, Training, Vendor Management, Global Marketing, Team Leadership, Analyst Relations, Market Research, Marketing Management, Multi-channel Marketing, Product Marketing, Marketing Strategy, Competitive Analysis, New Business Development, Product Development, Negotiation, Strategy, Pricing, Strategic Planning, Management, Sales, B2B, Lead Generation, Product Management, Cross-functional Team..., Business Development, Marketing Communications, Marketing, Product Launch, Leadership, Market Planning
Education
Universidad de Valladolid 2004 — 2004
Certificate, Spanish
Thunderbird School of Global Management 1996 — 1997
MIM (MBA), Marketing, Latin American studies
Indiana University of Pennsylvania 1992 — 1995
BA, Spanish for International Trade
North East High School
barney martin's New York Life Experience March 2005 - Present
Job CVPInvestment Management
Industry Investment Management
Experience
New york life March 2005 - Present
etg January 2002 - January 2005
Cambridge Investment Research January 2000 - January 2002
Education
La Salle University 1994 — 1998
New york life March 2005 - Present
etg January 2002 - January 2005
Cambridge Investment Research January 2000 - January 2002
Education
La Salle University 1994 — 1998
Geli Ofoma's New York Life Experience January 2007 - October 2007
Job Financial Service Professional in New England Financial
Industry Financial Services
Experience
CreativeFinancial Group December 2007 - Present
New York Life January 2007 - October 2007
Education
Kean University 2003 — 2007
CreativeFinancial Group December 2007 - Present
New York Life January 2007 - October 2007
Education
Kean University 2003 — 2007
Octavia Alford's New York Life Experience August 2007 - Present
Job New York Life HR Administrator
Industry Insurance
Experience
New York Life August 2007 - Present
Education
LIU Brooklyn 2000 — 2003
Stony Brook University
New York Life August 2007 - Present
Education
LIU Brooklyn 2000 — 2003
Stony Brook University
Ron Perentis's New York Life Experience January 1999 - January 2005
Job Brokerage Sales Manager at Insurance Designers of Kansas City
Industry Insurance
Experience
Insurance Designers of Kansas City October 2009 - Present
AXA Equitable November 2007 - May 2009
LIncoln Financial Distributors March 2004 - November 2007
New York Life January 1999 - January 2005
Principal Financial Group August 1991 - January 1999
Northwestern Mutual September 1986 - August 1991
Education
Iowa State University - College of Business 1984 — 1987
Ellsworth Community College 1983 — 1984
Iowa Falls High School 1980 — 1983
Insurance Designers of Kansas City October 2009 - Present
AXA Equitable November 2007 - May 2009
LIncoln Financial Distributors March 2004 - November 2007
New York Life January 1999 - January 2005
Principal Financial Group August 1991 - January 1999
Northwestern Mutual September 1986 - August 1991
Education
Iowa State University - College of Business 1984 — 1987
Ellsworth Community College 1983 — 1984
Iowa Falls High School 1980 — 1983
Kirsten McKaskle's New York Life Experience May 1999 - November 2003
Job Partner at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2011 - Present
New York Life Insurance Company 2003 - February 2011
New York Life May 1999 - November 2003
E.D & F Man International April 1997 - May 1999
Citigroup/Citibank 1995 - 1997
Internal Revenue Service September 1991 - October 1994
Skills
Talent Developer, Generation Y, College Recruiting, Project Management, Budget Monitoring, Multiple Project..., Life & Health Insurance..., Series 63, Series 6, Creative Writing, Marketing Management, Online Marketing, Business Relationship..., Building Relationships
Education
Iona College 1991 — 1994
MBA, Finance
Iona College 1988 — 1991
BA, Speech Pathology
Prescott High School 1982 — 1985
New York Life Insurance Company January 2011 - Present
New York Life Insurance Company 2003 - February 2011
New York Life May 1999 - November 2003
E.D & F Man International April 1997 - May 1999
Citigroup/Citibank 1995 - 1997
Internal Revenue Service September 1991 - October 1994
Skills
Talent Developer, Generation Y, College Recruiting, Project Management, Budget Monitoring, Multiple Project..., Life & Health Insurance..., Series 63, Series 6, Creative Writing, Marketing Management, Online Marketing, Business Relationship..., Building Relationships
Education
Iona College 1991 — 1994
MBA, Finance
Iona College 1988 — 1991
BA, Speech Pathology
Prescott High School 1982 — 1985
Jose R. Rosales's New York Life Experience March 2002 - June 2002
Job Senior Financial Analyst at Capital One
Industry Financial Services
Experience
Capital One September 2014 - Present
Comerica Bank October 2012 - September 2014
Citi January 2010 - October 2012
Citi November 2005 - January 2010
Stewart Enterprises June 2002 - November 2005
New York Life March 2002 - June 2002
Skills
Accruals, NPV, Microsoft Excel, Valuation, Financial Reporting, Financial Modeling, Financial Accounting, Variance Analysis, Escrow, Business Objects, PeopleSoft, Monarch Pro, Analysis, Banking, Corporate Finance, Credit, Finance, Financial Analysis, Forecasting, Management, Mergers, Portfolio Management, Risk Management
Education
Southern Methodist University 2006 — 2008
MBA, Finance
Loyola University New Orleans 1997 — 2001
Bachelors in Business Administration, Finance
Capital One September 2014 - Present
Comerica Bank October 2012 - September 2014
Citi January 2010 - October 2012
Citi November 2005 - January 2010
Stewart Enterprises June 2002 - November 2005
New York Life March 2002 - June 2002
Skills
Accruals, NPV, Microsoft Excel, Valuation, Financial Reporting, Financial Modeling, Financial Accounting, Variance Analysis, Escrow, Business Objects, PeopleSoft, Monarch Pro, Analysis, Banking, Corporate Finance, Credit, Finance, Financial Analysis, Forecasting, Management, Mergers, Portfolio Management, Risk Management
Education
Southern Methodist University 2006 — 2008
MBA, Finance
Loyola University New Orleans 1997 — 2001
Bachelors in Business Administration, Finance
Roxy Bartley's New York Life Experience 2007 - Present
Job Recruiting Consultant and Contractor
Industry Insurance
Experience
New York Life 2007 - Present
Snelling Executive Search 2006 - 2007
Education
Kansas State University 1969 — 1973
Bachelor of Science Degree
New York Life 2007 - Present
Snelling Executive Search 2006 - 2007
Education
Kansas State University 1969 — 1973
Bachelor of Science Degree
Sean Elkin's New York Life Experience December 2007 - Present
Job Agent at New York Life
Industry Insurance
Experience
New York Life December 2007 - Present
USAgencies August 2005 - November 2007
USAgencies November 2003 - August 2005
Southeast Delivery Service February 2001 - November 2003
Education
Louisiana State University 1994 — 2000
New York Life December 2007 - Present
USAgencies August 2005 - November 2007
USAgencies November 2003 - August 2005
Southeast Delivery Service February 2001 - November 2003
Education
Louisiana State University 1994 — 2000
Paula Jensen's New York Life Experience September 1983 - February 1986
Job Accounting and Operational Executive
Industry Management Consulting
Experience
Tinnitus Practitioners Association August 2012 - Present
Jensen Consulting January 2011 - Present
Thinklogical August 2012 - April 2014
PepsiCo January 2012 - April 2012
Panasonic Corporaton of North America February 2010 - October 2010
Vivatone Hearing Systems November 2005 - June 2009
Robert Half Managment Resources June 2004 - June 2005
JVC Company of America May 1986 - June 2004
New York Life September 1983 - February 1986
Skills
Budgets, Forecasting, Strategic Planning, Leadership, Strategy, Management, Financial Accounting, Accounting, Team Building, Financial Reporting, Sales, Marketing, Account Management, P&L Management, Marketing Strategy, Sales Management, Internal Controls, Outlook, Budgeting, Microsoft Excel, Auditing, Multi-cultural team..., Cross-functional..., Tenacious Work Ethic, Collaborative Problem..., Strategic Thinking, Public Relations, People-oriented, Non-profit..., Sales Operations
Education
Manhattan College 1979 — 1983
BS, Major Accounting, Minor Computer Information Systems
Tinnitus Practitioners Association August 2012 - Present
Jensen Consulting January 2011 - Present
Thinklogical August 2012 - April 2014
PepsiCo January 2012 - April 2012
Panasonic Corporaton of North America February 2010 - October 2010
Vivatone Hearing Systems November 2005 - June 2009
Robert Half Managment Resources June 2004 - June 2005
JVC Company of America May 1986 - June 2004
New York Life September 1983 - February 1986
Skills
Budgets, Forecasting, Strategic Planning, Leadership, Strategy, Management, Financial Accounting, Accounting, Team Building, Financial Reporting, Sales, Marketing, Account Management, P&L Management, Marketing Strategy, Sales Management, Internal Controls, Outlook, Budgeting, Microsoft Excel, Auditing, Multi-cultural team..., Cross-functional..., Tenacious Work Ethic, Collaborative Problem..., Strategic Thinking, Public Relations, People-oriented, Non-profit..., Sales Operations
Education
Manhattan College 1979 — 1983
BS, Major Accounting, Minor Computer Information Systems
Wilner Midouin Jr's New York Life Experience 2000 - 2003
Job Project Manager at Pixafy
Industry Public Relations and Communications
Experience
Pixafy September 2013 - Present
TAG June 2011 - September 2013
Hilton Grand Vacations August 2009 - June 2011
Olivino Wines June 2008 - August 2009
Brandonology LLC August 2008 - January 2009
Drum Marketing & Public Relations September 2007 - August 2008
Best Cellars March 2007 - August 2008
CBS March 2003 - September 2007
New York Life 2000 - 2003
Skills
Press Releases, Social Media, Public Relations, Event Management, Customer Service, Event Planning, Business Development, Facebook, Sales, Time Management, Advertising, Social Media Marketing, Project Management
Education
Iona College 1996 — 2000
B.S., Public Relations
Pixafy September 2013 - Present
TAG June 2011 - September 2013
Hilton Grand Vacations August 2009 - June 2011
Olivino Wines June 2008 - August 2009
Brandonology LLC August 2008 - January 2009
Drum Marketing & Public Relations September 2007 - August 2008
Best Cellars March 2007 - August 2008
CBS March 2003 - September 2007
New York Life 2000 - 2003
Skills
Press Releases, Social Media, Public Relations, Event Management, Customer Service, Event Planning, Business Development, Facebook, Sales, Time Management, Advertising, Social Media Marketing, Project Management
Education
Iona College 1996 — 2000
B.S., Public Relations
Matt St.Lucia's New York Life Experience November 2006 - July 2007
Job Large Market Service Manager at Paychex
Industry Financial Services
Experience
Paychex March 2014 - Present
Paychex February 2010 - March 2014
Paychex January 2009 - April 2010
Paychex July 2007 - January 2009
New York Life November 2006 - July 2007
Manning & Napier Advisors February 2004 - August 2006
Goldman Sachs January 2001 - January 2004
Education
Marist College 1995 — 1999
Bachelor of Science, Management Information Systems
Paychex March 2014 - Present
Paychex February 2010 - March 2014
Paychex January 2009 - April 2010
Paychex July 2007 - January 2009
New York Life November 2006 - July 2007
Manning & Napier Advisors February 2004 - August 2006
Goldman Sachs January 2001 - January 2004
Education
Marist College 1995 — 1999
Bachelor of Science, Management Information Systems
James Vandre's New York Life Experience October 2006 - Present
Job Financial Adviser New York Life Insurance Company
Industry Financial Services
Experience
New York Life October 2006 - Present
Thrivent Financial for Lutherans July 2002 - October 2006
Aid Association for Lutherans June 1994 - July 2002
Skills
Customer Service, Estate Planning, Budgets, Finance, Retirement Planning, Long-term Care, Life Insurance, Insurance, Sales, IRAs, Public Speaking, Long Term Care Insurance, Retirement
Education
Indiana University—Purdue University Fort Wayne 1983 — 1988
New York Life October 2006 - Present
Thrivent Financial for Lutherans July 2002 - October 2006
Aid Association for Lutherans June 1994 - July 2002
Skills
Customer Service, Estate Planning, Budgets, Finance, Retirement Planning, Long-term Care, Life Insurance, Insurance, Sales, IRAs, Public Speaking, Long Term Care Insurance, Retirement
Education
Indiana University—Purdue University Fort Wayne 1983 — 1988
Steven Wolcott's New York Life Experience September 1997 - August 2000
Job Director CMBS Credit & Surveillance at 400 Capital Management LLC
Industry Financial Services
Experience
400 Capital Management LLC May 2011 - Present
Swiss Reinsurance Company August 2000 - December 2010
New York Life September 1997 - August 2000
Mutual Benefit Life/MBL Life Assurance Co. November 1992 - August 1997
Skills
CMBS, Portfolio Management, Leases, Loans, Dispositions, Bloomberg, Structured Finance, Asset Management, Due Diligence, Workout, Real Estate
Education
New York University 2000 — 2003
Masters of Science, Real Estate
Lycoming College 1983 — 1987
High School
400 Capital Management LLC May 2011 - Present
Swiss Reinsurance Company August 2000 - December 2010
New York Life September 1997 - August 2000
Mutual Benefit Life/MBL Life Assurance Co. November 1992 - August 1997
Skills
CMBS, Portfolio Management, Leases, Loans, Dispositions, Bloomberg, Structured Finance, Asset Management, Due Diligence, Workout, Real Estate
Education
New York University 2000 — 2003
Masters of Science, Real Estate
Lycoming College 1983 — 1987
High School
Raymond Dutelle Jr's New York Life Experience 2005 - February 2007
Job Staffing Manager at Accountemps
Industry Staffing and Recruiting
Experience
Accountemps Staffing ManagerRobert Half International2007 - 2008
New York Life 2005 - February 2007
Education
Johnson & Wales University 2002 — 2005
Lynn University 2000 — 2001
Lasalle Academy 1996 — 2000
Accountemps Staffing ManagerRobert Half International2007 - 2008
New York Life 2005 - February 2007
Education
Johnson & Wales University 2002 — 2005
Lynn University 2000 — 2001
Lasalle Academy 1996 — 2000
James Landy's New York Life Experience July 2004 - Present
Job Senior, Market Surveillance Unit at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life July 2004 - Present
New York Life Insurance Company July 2004 - March 2009
Park Avenue Securities 2001 - 2004
Skills
Series 7, Compliance, Excel, Word, Outlook, PowerPoint, Budgeting, Customer Service, Access, Lotus Notes, Microsoft Excel, Budgets, Series 63, Securities, FINRA, Risk Management, Mutual Funds, Microsoft Word, Financial Services, Equities, Investments, Insurance, Asset Management, Finance, Retirement Planning, Financial Planning, Wealth Management, Life Insurance, Financial Analysis, Fixed Income, Investment Advisory, Leadership
Education
Manhattan College 1992 — 1996
Bachelor of Science, Finance
Manhattan College 1992 — 1996
Bachelor's degree in Finance
New York Life Insurance Company January 2015 - Present
New York Life July 2004 - Present
New York Life Insurance Company July 2004 - March 2009
Park Avenue Securities 2001 - 2004
Skills
Series 7, Compliance, Excel, Word, Outlook, PowerPoint, Budgeting, Customer Service, Access, Lotus Notes, Microsoft Excel, Budgets, Series 63, Securities, FINRA, Risk Management, Mutual Funds, Microsoft Word, Financial Services, Equities, Investments, Insurance, Asset Management, Finance, Retirement Planning, Financial Planning, Wealth Management, Life Insurance, Financial Analysis, Fixed Income, Investment Advisory, Leadership
Education
Manhattan College 1992 — 1996
Bachelor of Science, Finance
Manhattan College 1992 — 1996
Bachelor's degree in Finance
Wendy Fishler's New York Life Experience December 1998 - January 2007
Job Sr. Strategic Relationship Manager at MetLife
Industry Financial Services
Experience
MetLife July 2007 - Present
New York Life December 1998 - January 2007
OppenheimerFunds June 1990 - October 1998
UBS (formerly PaineWebber) 1982 - 1990
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Retirement, Wealth Management, Fixed Annuities, Financial Services, Relationship Management
Education
Ithaca College
BS, Communications: Corporate Media Design
MetLife July 2007 - Present
New York Life December 1998 - January 2007
OppenheimerFunds June 1990 - October 1998
UBS (formerly PaineWebber) 1982 - 1990
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Retirement, Wealth Management, Fixed Annuities, Financial Services, Relationship Management
Education
Ithaca College
BS, Communications: Corporate Media Design
Catherine Kahrs's New York Life Experience August 2008 - Present
Job New York Life
Industry Financial Services
Experience
New York Life August 2008 - Present
Sun Life Financial 1997 - 2008
Independent Financial 1997 - 2008
The Chase Manhattan Bank August 1995 - February 1997
Formaly Canada Life July 1992 - August 1995
Skills
Fixed Annuities, Series 63, Insurance, Series 24, Mutual Funds, Life Insurance, Financial Services, FINRA, 401k, Investment Advisory, Management, Retirement, Retirement Planning, Series 6
Education
Manhattan College 1986 — 1990
B.S., Finance
New York Life August 2008 - Present
Sun Life Financial 1997 - 2008
Independent Financial 1997 - 2008
The Chase Manhattan Bank August 1995 - February 1997
Formaly Canada Life July 1992 - August 1995
Skills
Fixed Annuities, Series 63, Insurance, Series 24, Mutual Funds, Life Insurance, Financial Services, FINRA, 401k, Investment Advisory, Management, Retirement, Retirement Planning, Series 6
Education
Manhattan College 1986 — 1990
B.S., Finance
B Cuthel's New York Life Experience June 1976 - December 1978
Job Business Analyst at Scholastic
Industry Information Services
Experience
Scholastic August 2009 - Present
New Century Artists Gallery, Chelsea 2005 - 2010
Scholastic November 1999 - August 2009
Hummingbird March 1999 - November 1999
Context Inc March 1997 - March 1999
Citibank November 1986 - February 1997
CBS, Inc December 1978 - November 1986
New York Life June 1976 - December 1978
Education
Manhattan College 1972 — 1976
BS, Mathematics
Pace University - Lubin School of Business
MBA, Information Systems
Scholastic August 2009 - Present
New Century Artists Gallery, Chelsea 2005 - 2010
Scholastic November 1999 - August 2009
Hummingbird March 1999 - November 1999
Context Inc March 1997 - March 1999
Citibank November 1986 - February 1997
CBS, Inc December 1978 - November 1986
New York Life June 1976 - December 1978
Education
Manhattan College 1972 — 1976
BS, Mathematics
Pace University - Lubin School of Business
MBA, Information Systems
Louis Gardner's New York Life Experience January 2002 - January 2005
Job President at Gardner Brown Associates
Industry Insurance
Experience
Gardner Brown Associates March 2008 - Present
New York Life January 2002 - January 2005
Pacific Life January 2000 - January 2002
Nationwide Insurance Company January 1993 - January 2000
Skills
Retirement Planning, Insurance, Long-term Care, Financial Advisory, Life Insurance, Wealth Management, Term Life Insurance, Retirement, Executive Pay, Fixed Annuities, Mutual Funds, Marketing, Financial Services, Securities, Estate Planning, Employee Benefits, Whole Life, Disability Insurance, Series 7, Health Insurance, Strategic Financial..., Series 63, Long Term Care Insurance, Investments, 401k, High Net Worth..., IRAs, FINRA, Financial Planners, Pensions, Finance, Wealth, Investment Advisory, Critical Illness, Asset Allocation, Wealth Management..., Series 6, Investment Strategies, Defined Benefit, Brokers, Income Protection, Wealth Accumulation, Personal Financial..., Alternative Investments, Variable Annuities, Series 24, Universal Life, ERISA, Retirement Plan..., Underwriting
Education
The American College 1995 — 1997
Chartered Life Underwriter, Application of Insurance
Loyola Marymount University 1976 — 1979
Bachelor of Science (B.S.), Sociology/Philosophy
Gardner Brown Associates March 2008 - Present
New York Life January 2002 - January 2005
Pacific Life January 2000 - January 2002
Nationwide Insurance Company January 1993 - January 2000
Skills
Retirement Planning, Insurance, Long-term Care, Financial Advisory, Life Insurance, Wealth Management, Term Life Insurance, Retirement, Executive Pay, Fixed Annuities, Mutual Funds, Marketing, Financial Services, Securities, Estate Planning, Employee Benefits, Whole Life, Disability Insurance, Series 7, Health Insurance, Strategic Financial..., Series 63, Long Term Care Insurance, Investments, 401k, High Net Worth..., IRAs, FINRA, Financial Planners, Pensions, Finance, Wealth, Investment Advisory, Critical Illness, Asset Allocation, Wealth Management..., Series 6, Investment Strategies, Defined Benefit, Brokers, Income Protection, Wealth Accumulation, Personal Financial..., Alternative Investments, Variable Annuities, Series 24, Universal Life, ERISA, Retirement Plan..., Underwriting
Education
The American College 1995 — 1997
Chartered Life Underwriter, Application of Insurance
Loyola Marymount University 1976 — 1979
Bachelor of Science (B.S.), Sociology/Philosophy
Jennifer Garcia, MBA's New York Life Experience April 2007 - May 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Morgan Stanley May 2008 - July 2014
New York Life April 2007 - May 2008
Wells Fargo Financial 2003 - 2007
Skills
Financial Analysis, Capital Markets, Corporate Finance, Equities, Finance, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Strategic Financial..., Wealth Management
Education
Marist College 2006 — 2009
MBA, Business
Saint John's University - Peter J. Tobin College of Business 2000 — 2003
Bachelor of Science (B.S.), Finance
J.P. Morgan August 2014 - Present
Morgan Stanley May 2008 - July 2014
New York Life April 2007 - May 2008
Wells Fargo Financial 2003 - 2007
Skills
Financial Analysis, Capital Markets, Corporate Finance, Equities, Finance, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Strategic Financial..., Wealth Management
Education
Marist College 2006 — 2009
MBA, Business
Saint John's University - Peter J. Tobin College of Business 2000 — 2003
Bachelor of Science (B.S.), Finance
Alex Johns's New York Life Experience August 2008 - May 2009
Job Business Intelligence Manager at Southern Wine & Spirits Indiana
Industry Wine and Spirits
Experience
Southern Wine and Spirits of Indiana July 2014 - Present
Southern Wine and Spirits of Indiana July 2012 - July 2014
Moorehead Communications August 2011 - July 2012
JPMorgan Chase, Control & Risk Management November 2010 - August 2011
JPMorgan Chase, Control & Risk Management May 2009 - November 2010
New York Life August 2008 - May 2009
Skills
Training, Account Reconciliation, Finance, General Ledger, Microsoft Excel, Strategic Financial..., Banking, SAP, Microsoft Office, SQL Server Management..., SQL Server Reporting..., SQL, Visual Basic, Microsoft Dynamics, Microsoft Publisher, Microsoft Powerpoint, Bank Reconciliation, Inventory Control, Business Objects, AS400 Administration, Financial Planning, PowerPoint, Sales
Education
Indiana University-Purdue University at Indianapolis 2002 — 2007
Bachelor of Science (B.S), Finance
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Finance
Southern Wine and Spirits of Indiana July 2014 - Present
Southern Wine and Spirits of Indiana July 2012 - July 2014
Moorehead Communications August 2011 - July 2012
JPMorgan Chase, Control & Risk Management November 2010 - August 2011
JPMorgan Chase, Control & Risk Management May 2009 - November 2010
New York Life August 2008 - May 2009
Skills
Training, Account Reconciliation, Finance, General Ledger, Microsoft Excel, Strategic Financial..., Banking, SAP, Microsoft Office, SQL Server Management..., SQL Server Reporting..., SQL, Visual Basic, Microsoft Dynamics, Microsoft Publisher, Microsoft Powerpoint, Bank Reconciliation, Inventory Control, Business Objects, AS400 Administration, Financial Planning, PowerPoint, Sales
Education
Indiana University-Purdue University at Indianapolis 2002 — 2007
Bachelor of Science (B.S), Finance
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Finance
Cherie Nelson's New York Life Experience May 2006 - May 2009
Job Communications Director, Transamerica Retirement Solutions
Industry Financial Services
Experience
Diversified September 2009 - Present
New York Life May 2006 - May 2009
CitiStreet June 2001 - April 2006
State Street Bank April 2000 - June 2001
State Street Bank/SSgA March 1996 - March 2000
Education
Massachusetts College of Liberal Arts 1986 — 1990
BS, Business Administration, Marketing
Diversified September 2009 - Present
New York Life May 2006 - May 2009
CitiStreet June 2001 - April 2006
State Street Bank April 2000 - June 2001
State Street Bank/SSgA March 1996 - March 2000
Education
Massachusetts College of Liberal Arts 1986 — 1990
BS, Business Administration, Marketing
Jared Budd's New York Life Experience October 2008 - August 2009
Job Cafe Manager at Bon Appetit Management Company
Industry Restaurants
Experience
Bon Appetit Management Company August 2013 - Present
Appalachian Brewing Company November 2010 - August 2013
Appalachian Brewing Company July 2009 - November 2010
New York Life October 2008 - August 2009
Hershey Entertainment & Resorts October 2007 - August 2008
Hershey Entertainment & Resorts May 2005 - October 2007
Penn State Hospitality Services 2002 - 2005
John Harvards Brew House 2001 - 2003
Skills
Event Planning, Hospitality, Event Management, Catering, Food & Beverage, Restaurants, Hotels, Hospitality Management, Hospitality Industry, Menu Development, Banquets, Corporate Events, Sales, Food Service, Meeting Planning, Food, Inventory Management
Education
Ithaca College 1995 — 1999
Bon Appetit Management Company August 2013 - Present
Appalachian Brewing Company November 2010 - August 2013
Appalachian Brewing Company July 2009 - November 2010
New York Life October 2008 - August 2009
Hershey Entertainment & Resorts October 2007 - August 2008
Hershey Entertainment & Resorts May 2005 - October 2007
Penn State Hospitality Services 2002 - 2005
John Harvards Brew House 2001 - 2003
Skills
Event Planning, Hospitality, Event Management, Catering, Food & Beverage, Restaurants, Hotels, Hospitality Management, Hospitality Industry, Menu Development, Banquets, Corporate Events, Sales, Food Service, Meeting Planning, Food, Inventory Management
Education
Ithaca College 1995 — 1999
Louis Bowman's New York Life Experience May 2004 - August 2009
Job Sales Manager at Connec Inc
Industry Consumer Electronics
Experience
Connec Inc September 2013 - Present
Alsco January 2012 - August 2013
New York Life May 2004 - August 2009
Bank of America September 1999 - March 2004
Skills
Insurance, Financial Services, Financial Analysis, B2B Marketing, Home Automation, Home Audio, Client Management, Client Prospecting, Relationship Sales, Investments, Strategic Financial..., Life Insurance, Retirement Planning, Sales Prospecting, Electronics, Home Theater, CRM, Sales, Analysis, Sales Operations, Management, Account Management, Customer Service, B2B, Contract Negotiation, Marketing, Marketing Strategy, New Business Development
Education
Virginia Commonwealth University 1997 — 2001
J Sargeant Reynolds Community College
Connec Inc September 2013 - Present
Alsco January 2012 - August 2013
New York Life May 2004 - August 2009
Bank of America September 1999 - March 2004
Skills
Insurance, Financial Services, Financial Analysis, B2B Marketing, Home Automation, Home Audio, Client Management, Client Prospecting, Relationship Sales, Investments, Strategic Financial..., Life Insurance, Retirement Planning, Sales Prospecting, Electronics, Home Theater, CRM, Sales, Analysis, Sales Operations, Management, Account Management, Customer Service, B2B, Contract Negotiation, Marketing, Marketing Strategy, New Business Development
Education
Virginia Commonwealth University 1997 — 2001
J Sargeant Reynolds Community College
Tina McKenney's New York Life Experience July 2008 - November 2008
Job General Manager at Jared the Galleria of Jewelry
Industry Retail
Experience
Jared the Galleria of Jewelry November 2008 - Present
New York Life July 2008 - November 2008
Friedmans Jewelers October 2006 - July 2008
Kay Jewelers September 2004 - October 2006
Skills
Loss Prevention, Merchandising, Retail, Visual Merchandising, Store Management, Store Operations, Retail Sales, Profit, P, Luxury Goods, Jewelry, Inventory Control, Driving Results, Merchandise Planning, Multi-unit, Multi-Unit
Education
Johnson & Wales University 1987 — 1991
Jared the Galleria of Jewelry November 2008 - Present
New York Life July 2008 - November 2008
Friedmans Jewelers October 2006 - July 2008
Kay Jewelers September 2004 - October 2006
Skills
Loss Prevention, Merchandising, Retail, Visual Merchandising, Store Management, Store Operations, Retail Sales, Profit, P, Luxury Goods, Jewelry, Inventory Control, Driving Results, Merchandise Planning, Multi-unit, Multi-Unit
Education
Johnson & Wales University 1987 — 1991
Randy Murchison's New York Life Experience December 2004 - Present
Job Looking for Sales and Sales Management Professionals
Industry Financial Services
Experience
Looking for Sales and Sales Management Professionals May 2014 - Present
New York Life December 2004 - Present
Mass Mutual Financial Group March 1997 - December 2004
Southern Health Services January 1990 - February 1997
Skills
Series 63, Series 7, Employee Benefits, Small Business, Whole Life, Variable Annuities, Wealth Accumulation, Pensions, Health Insurance, 401k Rollovers, Investment Advisory, Strategic Planning, Buy-sell Agreements, Wealth, Coaching, Retirement Plan..., Insurance
Education
American College 2006 — 2011
CLF, Chartered Leadership Fellow
Lynchburg College 1971 — 1975
Bachelors, Business
Looking for Sales and Sales Management Professionals May 2014 - Present
New York Life December 2004 - Present
Mass Mutual Financial Group March 1997 - December 2004
Southern Health Services January 1990 - February 1997
Skills
Series 63, Series 7, Employee Benefits, Small Business, Whole Life, Variable Annuities, Wealth Accumulation, Pensions, Health Insurance, 401k Rollovers, Investment Advisory, Strategic Planning, Buy-sell Agreements, Wealth, Coaching, Retirement Plan..., Insurance
Education
American College 2006 — 2011
CLF, Chartered Leadership Fellow
Lynchburg College 1971 — 1975
Bachelors, Business
Stan Anderson's New York Life Experience January 2004 - February 2005
Job Business Banker at Regions Bank
Industry Banking
Experience
Regions Bank March 2010 - Present
Regions Bank April 2008 - April 2010
Wachovia Securities May 2007 - April 2008
JPMorgan Chase February 2005 - May 2007
New York Life January 2004 - February 2005
Masco Corporation September 2000 - August 2002
Skills
Commercial Lending, Small Business Lending, Retail Banking, Microsoft Excel, Finance, Sales, Financial Analysis, Banking, Credit, Consumer Lending, Cross Selling, Lines Of Credit, Loans, Commercial Banking, Risk Management, Portfolio Management, New Business Development, Loan Origination, Cash Management, Commercial Mortgages, Credit Risk, Relationship Management, Mutual Funds, Branch Management, Investments, Series 7, Retirement Planning, Capital Markets, Strategic Financial..., Insurance, Refinance, Treasury Management, Sales Management, SBA, Asset Based Lending, Valuation, Small Business, Real Estate, Private Banking, Commercial Real Estate, Business Development, Financial Markets, Deposits, Credit Cards, Branch Banking, Treasury Services, Securities, Series 63, Investment Properties, Payments
Education
Louisiana Tech University 1996 — 2000
BA
Regions Bank March 2010 - Present
Regions Bank April 2008 - April 2010
Wachovia Securities May 2007 - April 2008
JPMorgan Chase February 2005 - May 2007
New York Life January 2004 - February 2005
Masco Corporation September 2000 - August 2002
Skills
Commercial Lending, Small Business Lending, Retail Banking, Microsoft Excel, Finance, Sales, Financial Analysis, Banking, Credit, Consumer Lending, Cross Selling, Lines Of Credit, Loans, Commercial Banking, Risk Management, Portfolio Management, New Business Development, Loan Origination, Cash Management, Commercial Mortgages, Credit Risk, Relationship Management, Mutual Funds, Branch Management, Investments, Series 7, Retirement Planning, Capital Markets, Strategic Financial..., Insurance, Refinance, Treasury Management, Sales Management, SBA, Asset Based Lending, Valuation, Small Business, Real Estate, Private Banking, Commercial Real Estate, Business Development, Financial Markets, Deposits, Credit Cards, Branch Banking, Treasury Services, Securities, Series 63, Investment Properties, Payments
Education
Louisiana Tech University 1996 — 2000
BA
Larry Fields's New York Life Experience June 1969 - January 1985
Job Managing Director at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management November 2008 - Present
Bear Stearns Asset Management January 1985 - October 2008
Bear Stearns 1985 - 2008
New York Life June 1969 - January 1985
Skills
Portfolio Management, Investments, Fixed Income, Management, Equities, Asset Management, Series 7, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1969 — 1976
mba, finance
The Ohio State University Fisher College of Business 1965 — 1969
BS, Accounting
Ithaca College 1964 — 1965
Accounting
Tocqueville Asset Management November 2008 - Present
Bear Stearns Asset Management January 1985 - October 2008
Bear Stearns 1985 - 2008
New York Life June 1969 - January 1985
Skills
Portfolio Management, Investments, Fixed Income, Management, Equities, Asset Management, Series 7, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1969 — 1976
mba, finance
The Ohio State University Fisher College of Business 1965 — 1969
BS, Accounting
Ithaca College 1964 — 1965
Accounting
Dan Malovany's New York Life Experience 1998 - 2001
Job Brokerage Sales Bloomberg Tradebook
Industry Financial Services
Experience
Bloomberg Tradebook 2002 - Present
New York Life 1998 - 2001
Education
Marist College 1990 — 1994
BS, business admin.
Bloomberg Tradebook 2002 - Present
New York Life 1998 - 2001
Education
Marist College 1990 — 1994
BS, business admin.
Giorgina Batarse's New York Life Experience December 2003 - June 2007
Job Sr. Marketing Communication Specialist at Cigna Healhtcare.
Industry Insurance
Experience
Cigna Healhtcare. May 2015 - Present
Cigna March 2010 - Present
New York Life December 2003 - June 2007
Skills
Life Insurance, Employee Benefits, 401k, Customer Service, Estate Planning, Finance
Education
Marymount University 1984 — 1988
bachelor of arts, Fashion Design and Fashion Merchandising
Marymount University 1984 — 1988
Bachelor of Arts, Fashion Design & Fashion Merchandising
Rosarian Academy 1982 — 1984
high School, high School
Champions School of Real Estate
Kaplan College-Dallas
Rosarian Academy
High school Diploma
Cigna Healhtcare. May 2015 - Present
Cigna March 2010 - Present
New York Life December 2003 - June 2007
Skills
Life Insurance, Employee Benefits, 401k, Customer Service, Estate Planning, Finance
Education
Marymount University 1984 — 1988
bachelor of arts, Fashion Design and Fashion Merchandising
Marymount University 1984 — 1988
Bachelor of Arts, Fashion Design & Fashion Merchandising
Rosarian Academy 1982 — 1984
high School, high School
Champions School of Real Estate
Kaplan College-Dallas
Rosarian Academy
High school Diploma
Shane Andersen's New York Life Experience December 2006 - February 2008
Job Delivery driver for FedEx Ground
Industry Package/Freight Delivery
Experience
K.C. Lamb Inc. November 2013 - Present
Aureus Medical Group August 2012 - October 2013
Milk & More September 2010 - August 2012
Milk2You May 2010 - September 2010
Kohl's Department Stores May 2008 - July 2010
Wells Fargo January 2010 - May 2010
Financial Brokerage November 2009 - January 2010
Pacific Life Annuities & Mutual Funds March 2008 - October 2009
New York Life December 2006 - February 2008
Rhoden Loan City August 2006 - December 2006
Skills
Sales, Customer Service, Cold Calling, Account Management, Recruiting, Sales Operations, Insurance, Selling, Marketing, B2B, Sales Process, Customer Retention
Education
Metropolitan Community College 2003 — 2004
N/A, Business
Iowa State University 1999 — 2002
N/A, General
K.C. Lamb Inc. November 2013 - Present
Aureus Medical Group August 2012 - October 2013
Milk & More September 2010 - August 2012
Milk2You May 2010 - September 2010
Kohl's Department Stores May 2008 - July 2010
Wells Fargo January 2010 - May 2010
Financial Brokerage November 2009 - January 2010
Pacific Life Annuities & Mutual Funds March 2008 - October 2009
New York Life December 2006 - February 2008
Rhoden Loan City August 2006 - December 2006
Skills
Sales, Customer Service, Cold Calling, Account Management, Recruiting, Sales Operations, Insurance, Selling, Marketing, B2B, Sales Process, Customer Retention
Education
Metropolitan Community College 2003 — 2004
N/A, Business
Iowa State University 1999 — 2002
N/A, General
Marcus Abraitis's New York Life Experience May 2004 - September 2005
Job Director Global Financial Planning & Analysis at moksha8
Industry Pharmaceuticals
Experience
moksha8 December 2013 - Present
moksha8 June 2012 - December 2013
Moksha8 March 2011 - June 2012
Hajoca Corporation September 2009 - March 2011
Hajoca Corporation January 2008 - September 2009
Hajoca Corporation September 2005 - January 2008
New York Life May 2004 - September 2005
Skills
Financial Analysis, Financial Modeling, Auditing, Analysis, Strategic Financial..., Accounting, Budgets, Forecasting, Cost Accounting, Sarbanes-Oxley Act, Inventory Management, Consolidation, Financial Planning, Internal Controls, Internal Audit, Cash Management, Cash Flow, Venture Capital, Debt & Equity Capital...
Education
Norwich University
MBA, Finance
Marist College
BS, Business Administration/International Business
moksha8 December 2013 - Present
moksha8 June 2012 - December 2013
Moksha8 March 2011 - June 2012
Hajoca Corporation September 2009 - March 2011
Hajoca Corporation January 2008 - September 2009
Hajoca Corporation September 2005 - January 2008
New York Life May 2004 - September 2005
Skills
Financial Analysis, Financial Modeling, Auditing, Analysis, Strategic Financial..., Accounting, Budgets, Forecasting, Cost Accounting, Sarbanes-Oxley Act, Inventory Management, Consolidation, Financial Planning, Internal Controls, Internal Audit, Cash Management, Cash Flow, Venture Capital, Debt & Equity Capital...
Education
Norwich University
MBA, Finance
Marist College
BS, Business Administration/International Business
Frank Milota, CLU's New York Life Experience April 2004 - Present
Job CLU at New York Life
Industry Insurance
Experience
New York Life April 2004 - Present
JPMorgan Chase & Co. 1999 - 2004
John Hancock Financial Services 1976 - 1999
Skills
Retirement Planning, Life Insurance, Small Business, Fixed Annuities, Insurance, Long-term Care
Education
Loyola University Chicago
New York Life April 2004 - Present
JPMorgan Chase & Co. 1999 - 2004
John Hancock Financial Services 1976 - 1999
Skills
Retirement Planning, Life Insurance, Small Business, Fixed Annuities, Insurance, Long-term Care
Education
Loyola University Chicago
David Rabke Jr's New York Life Experience September 2006 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life September 2006 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Strategic Financial..., IRAs, Insurance, Financial Planning, Life Insurance, Investments, Leadership, Estate Planning, Customer Service
Education
Texas State University-San Marcos 2004 — 2006
Bachelor's Degree, Finance
Lee College 2001 — 2004
Associate's degree, Finance, General
New York Life September 2006 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Strategic Financial..., IRAs, Insurance, Financial Planning, Life Insurance, Investments, Leadership, Estate Planning, Customer Service
Education
Texas State University-San Marcos 2004 — 2006
Bachelor's Degree, Finance
Lee College 2001 — 2004
Associate's degree, Finance, General
Edward von der Linde's New York Life Experience 1985 - 1988
Job Partner, Portfolio Manager
Industry Investment Management
Experience
Linde, Hansen & Co., LLC 2009 - Present
Lord Abbett September 1988 - June 2008
New York Life 1985 - 1988
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance
Lake Forest College 1978 — 1982
BA, International Relations
Pingry 1974 — 1978
Linde, Hansen & Co., LLC 2009 - Present
Lord Abbett September 1988 - June 2008
New York Life 1985 - 1988
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance
Lake Forest College 1978 — 1982
BA, International Relations
Pingry 1974 — 1978
Teresa Patri's New York Life Experience January 1997 - September 2008
Job Enrollment Corordinator
Industry Hospital & Health Care
Experience
MJHS August 2010 - Present
New York Life January 1997 - September 2008
New York Life January 1990 - December 1995
New York Life October 1984 - December 1989
Skills
Outlook, Customer Service, Time Management, Payroll, Sales, PowerPoint, Employee Relations, Accounting, Employee Benefits, Administrative..., Microsoft Office, Purchasing, Software Documentation, Social Media, Marketing, System Administration, Research, Access, Human Resources, Customer Satisfaction, Editing, Teamwork, Insurance, Data Entry, Nonprofits, Event Planning, Lotus Notes
Education
Kingsborough Community College 1981 — 1984
Associates, Applied Science
MJHS August 2010 - Present
New York Life January 1997 - September 2008
New York Life January 1990 - December 1995
New York Life October 1984 - December 1989
Skills
Outlook, Customer Service, Time Management, Payroll, Sales, PowerPoint, Employee Relations, Accounting, Employee Benefits, Administrative..., Microsoft Office, Purchasing, Software Documentation, Social Media, Marketing, System Administration, Research, Access, Human Resources, Customer Satisfaction, Editing, Teamwork, Insurance, Data Entry, Nonprofits, Event Planning, Lotus Notes
Education
Kingsborough Community College 1981 — 1984
Associates, Applied Science
Tracy Keefer's New York Life Experience 1995 - 2003
Job Financial Specialist, Kelley Allstate Agency
Industry Insurance
Experience
Kelley Allstate Agency July 2003 - Present
New York Life 1995 - 2003
Education
Marietta College 1991 — 1995
B.A., English
Kelley Allstate Agency July 2003 - Present
New York Life 1995 - 2003
Education
Marietta College 1991 — 1995
B.A., English
Frank Milota's New York Life Experience
Job Agent at New York Life
Industry Insurance
Experience
New York Life
Skills
Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Group Insurance, Fixed Annuities, Indexed Annuities, Insurance, Whole Life, Underwriting, Term Life Insurance, Estate Planning, Universal Life, Long Term Care Insurance, Sales, Financial Planners
Education
Loyola University of Chicago
BBA
New York Life
Skills
Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Group Insurance, Fixed Annuities, Indexed Annuities, Insurance, Whole Life, Underwriting, Term Life Insurance, Estate Planning, Universal Life, Long Term Care Insurance, Sales, Financial Planners
Education
Loyola University of Chicago
BBA
Vince Baglio's New York Life Experience 1993 - 2008
Job President at Baglio Consulting
Industry Human Resources
Experience
Baglio Consulting October 2008 - Present
Bluepoint Leadership Development October 2008 - Present
New York Life Insurance July 1993 - September 2008
Bluepoint Leadership 2008 - 2008
Bluepoint Leadership Development 2008 - 2008
New York Life 1993 - 2008
Union Carbide February 1979 - May 1985
Skills
Organizational..., Executive Coaching, Leadership Development, Organizational..., Coaching, Succession Planning, Leadership, Team Building, HR Consulting, Employee Engagement, Program Management, Human Resources, Management Development, Consulting, Workshop Facilitation, Strategic Planning, Career Development, 360 Feedback, Talent Management, Executive Management, Performance Management
Education
LIU Brooklyn 1973 — 1975
MBA, Organizational Behavior
Saint John's University 1963 — 1967
BBA, Management
Baglio Consulting October 2008 - Present
Bluepoint Leadership Development October 2008 - Present
New York Life Insurance July 1993 - September 2008
Bluepoint Leadership 2008 - 2008
Bluepoint Leadership Development 2008 - 2008
New York Life 1993 - 2008
Union Carbide February 1979 - May 1985
Skills
Organizational..., Executive Coaching, Leadership Development, Organizational..., Coaching, Succession Planning, Leadership, Team Building, HR Consulting, Employee Engagement, Program Management, Human Resources, Management Development, Consulting, Workshop Facilitation, Strategic Planning, Career Development, 360 Feedback, Talent Management, Executive Management, Performance Management
Education
LIU Brooklyn 1973 — 1975
MBA, Organizational Behavior
Saint John's University 1963 — 1967
BBA, Management
Richard Hutter's New York Life Experience June 2000 - July 2011
Job Catechist Retired From Insurance World
Industry Religious Institutions
Experience
New York Life June 2000 - July 2011
Education
St. John's University 2011 — 2015
Master’s Degree, Theology/Theological Studies, 3.97/4.0
Manhattan College 1960 — 1964
BS, Mathematics
New York Life June 2000 - July 2011
Education
St. John's University 2011 — 2015
Master’s Degree, Theology/Theological Studies, 3.97/4.0
Manhattan College 1960 — 1964
BS, Mathematics
Dave Caves's New York Life Experience October 2008 - February 2010
Job Dataforma Training Consultant at Dataforma, Inc.
Industry Information Technology and Services
Experience
Dataforma, Inc. April 2015 - Present
Caves Online Solutions LLC November 2013 - Present
Wenger Roofing & Sheet Metal January 2014 - September 2014
Wenger Roofing & Sheet Metal September 2013 - September 2014
Wenger Roofing & Sheet Metal April 2010 - September 2014
New York Life October 2008 - February 2010
Grand Hyatt Denver January 2008 - December 2008
T. D. Caves Woodworks May 2002 - December 2007
Skills
Management, Customer Service, Teamwork, Carpentry, Training, Microsoft Office, Leadership, Insurance, Process Improvement, Hotels, Microsoft Excel, Risk Management, Retirement Planning, Contract Negotiation, Budgets, SOP development, Quality Auditing, Project Management, Team Building, Sales, Strategic Planning, Public Speaking, Analysis, Event Planning
Education
Marian College of Fond du Lac 2004 — 2007
BSBA, Management & Finance
Campbellsport HS 2000 — 2004
High School Diploma
Dataforma, Inc. April 2015 - Present
Caves Online Solutions LLC November 2013 - Present
Wenger Roofing & Sheet Metal January 2014 - September 2014
Wenger Roofing & Sheet Metal September 2013 - September 2014
Wenger Roofing & Sheet Metal April 2010 - September 2014
New York Life October 2008 - February 2010
Grand Hyatt Denver January 2008 - December 2008
T. D. Caves Woodworks May 2002 - December 2007
Skills
Management, Customer Service, Teamwork, Carpentry, Training, Microsoft Office, Leadership, Insurance, Process Improvement, Hotels, Microsoft Excel, Risk Management, Retirement Planning, Contract Negotiation, Budgets, SOP development, Quality Auditing, Project Management, Team Building, Sales, Strategic Planning, Public Speaking, Analysis, Event Planning
Education
Marian College of Fond du Lac 2004 — 2007
BSBA, Management & Finance
Campbellsport HS 2000 — 2004
High School Diploma
Paul Schnappauf's New York Life Experience March 1998 - August 2006
Job Assistant VP Corp.Information Dept. and Solutions Architect New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company September 1983 - Present
New York Life Insurance Company 1983 - 2012
New York Life Insurance Company September 2006 - February 2010
New York Life March 1998 - August 2006
Education
Le Moyne College 1978 — 1982
B.A. - Liberal Arts
New York Life Insurance Company September 1983 - Present
New York Life Insurance Company 1983 - 2012
New York Life Insurance Company September 2006 - February 2010
New York Life March 1998 - August 2006
Education
Le Moyne College 1978 — 1982
B.A. - Liberal Arts
Edith Woodcock's New York Life Experience 1987 - Present
Job New York Life
Industry Financial Services
Experience
New York Life 1987 - Present
Education
Macalester College
New York Life 1987 - Present
Education
Macalester College
Jennifer DeCicco's New York Life Experience November 1998 - January 2010
Job Corporate Vice President at New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company March 2014 - Present
New York Life November 1998 - January 2010
Royal Alliance Associates Inc. 1996 - 1998
Education
Marymount Manhattan College
New York Life Insurance Company March 2014 - Present
New York Life November 1998 - January 2010
Royal Alliance Associates Inc. 1996 - 1998
Education
Marymount Manhattan College
Brian Lichtenberger, MBA's New York Life Experience June 2006 - December 2006
Job Sales Finance Manager at Crayola
Industry Consumer Goods
Experience
Crayola April 2014 - Present
Crayola Credit Union March 2013 - Present
Crayola January 2012 - April 2014
B. Braun Medical August 2007 - January 2012
T-Mobile February 2007 - August 2007
New York Life June 2006 - December 2006
Skills
Forecasting, Financial Analysis, Financial Modeling, Cross-functional Team..., Finance, SAP, Budgets, Analysis, Process Improvement, Strategic Planning, Competitive Analysis, Data Analysis, Variance Analysis, Business Planning, Leadership, Microsoft Office, Strategy, Financial Reporting
Education
Lehigh University 2010 — 2014
Master of Business Administration (M.B.A.)
Niagara University 2002 — 2006
Bachelor of Sceince, Economics and Finance
Crayola April 2014 - Present
Crayola Credit Union March 2013 - Present
Crayola January 2012 - April 2014
B. Braun Medical August 2007 - January 2012
T-Mobile February 2007 - August 2007
New York Life June 2006 - December 2006
Skills
Forecasting, Financial Analysis, Financial Modeling, Cross-functional Team..., Finance, SAP, Budgets, Analysis, Process Improvement, Strategic Planning, Competitive Analysis, Data Analysis, Variance Analysis, Business Planning, Leadership, Microsoft Office, Strategy, Financial Reporting
Education
Lehigh University 2010 — 2014
Master of Business Administration (M.B.A.)
Niagara University 2002 — 2006
Bachelor of Sceince, Economics and Finance
Grif Fos's New York Life Experience April 2008 - August 2009
Job District Mgr., Reproductive Health at Cook Medical
Industry Medical Devices
Experience
Cook Medical January 2013 - Present
Cook Medical June 2011 - December 2012
Pepsi Beverages Company September 2010 - May 2011
Pepsi Beverages Company September 2009 - August 2010
New York Life April 2008 - August 2009
Skills
Sales Operations, Retail, Customer Service, Management, Sales Management, Sales, Sales Presentations, Account Management, Medical Devices, Program Management, New Business Development, Leadership, Strategic Planning
Education
Louisiana State University and Agricultural and Mechanical College 2002 — 2007
Bachelor, Management
Cook Medical January 2013 - Present
Cook Medical June 2011 - December 2012
Pepsi Beverages Company September 2010 - May 2011
Pepsi Beverages Company September 2009 - August 2010
New York Life April 2008 - August 2009
Skills
Sales Operations, Retail, Customer Service, Management, Sales Management, Sales, Sales Presentations, Account Management, Medical Devices, Program Management, New Business Development, Leadership, Strategic Planning
Education
Louisiana State University and Agricultural and Mechanical College 2002 — 2007
Bachelor, Management
Rebecca Cangelosi's New York Life Experience July 2001 - Present
Job Agent at New York Life
Industry Insurance
Experience
New York Life Long-Term Care July 2001 - Present
New York Life July 2001 - Present
Education
Louisiana State University
New York Life Long-Term Care July 2001 - Present
New York Life July 2001 - Present
Education
Louisiana State University
Roy Hughes's New York Life Experience April 2002 - August 2004
Job Financial Services Professional, Regional Marketing Director for Financial Destination
Industry Financial Services
Experience
H & H Enterprises January 2008 - Present
US Bank Home Mortgage February 2007 - Present
FDI 2008 - 2010
Wells Fargo Home Mortgage March 2005 - February 2007
New York Life April 2002 - August 2004
AmeriCredit February 2003 - April 2004
MBNA August 2002 - February 2003
Bank One January 2000 - August 2002
New England Financial January 1998 - January 2000
National City Bank January 1996 - January 1998
Education
Kentucky State University 1982 — 1987
B.S., Business Administration
H & H Enterprises January 2008 - Present
US Bank Home Mortgage February 2007 - Present
FDI 2008 - 2010
Wells Fargo Home Mortgage March 2005 - February 2007
New York Life April 2002 - August 2004
AmeriCredit February 2003 - April 2004
MBNA August 2002 - February 2003
Bank One January 2000 - August 2002
New England Financial January 1998 - January 2000
National City Bank January 1996 - January 1998
Education
Kentucky State University 1982 — 1987
B.S., Business Administration
Dan Brault LUTCF's New York Life Experience 2007 - January 2013
Job Internal Sales Associate at National Life Group
Industry Insurance
Experience
National Life Group February 2013 - Present
New York Life 2007 - January 2013
Farrell Distributing January 1988 - July 2007
Skills
Retirement Planning, 401k, Fixed Annuities, Retirement, Life Insurance, IRAs, Long-term Care, Mutual Funds, Sales, Series 63, Term Life Insurance
Education
Johnson State College 1978 — 1984
Batchelor of Arts, Business Management
Spaulding High School 1974 — 1978
National Life Group February 2013 - Present
New York Life 2007 - January 2013
Farrell Distributing January 1988 - July 2007
Skills
Retirement Planning, 401k, Fixed Annuities, Retirement, Life Insurance, IRAs, Long-term Care, Mutual Funds, Sales, Series 63, Term Life Insurance
Education
Johnson State College 1978 — 1984
Batchelor of Arts, Business Management
Spaulding High School 1974 — 1978
Kevin Mulqueen's New York Life Experience June 1979 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life June 1979 - Present
New York Life 1979 - Present
BNI 2010 - 2013
Skills
401k Rollovers, Estate Planning, Investments, IRA Rollovers, Life Insurance, Retirement Planning, Wealth Preservation..., IRAs, Insurance, Long Term Care Insurance, Retirement, Small Business, Securities
Education
Manhattan College
The American College
Chartered Life Underwriter, Chartered Financial Consultant
New York Life June 1979 - Present
New York Life 1979 - Present
BNI 2010 - 2013
Skills
401k Rollovers, Estate Planning, Investments, IRA Rollovers, Life Insurance, Retirement Planning, Wealth Preservation..., IRAs, Insurance, Long Term Care Insurance, Retirement, Small Business, Securities
Education
Manhattan College
The American College
Chartered Life Underwriter, Chartered Financial Consultant
Steven Yerger's New York Life Experience January 2000 - January 2002
Job Pipeline Scheduler at Sunoco Logistics
Industry Logistics and Supply Chain
Experience
Sunoco Logistics September 2009 - Present
Sunoco Logistics September 2006 - September 2009
Stewart Enterprises July 2003 - July 2005
New York Life January 2000 - January 2002
Nationwide Insurance June 1989 - October 2000
Nationwide Insurance January 1989 - January 2000
Travelers Company January 1987 - January 1989
Arco Pipeline January 1984 - January 1987
Skills
Petroleum, Gas, Pipelines, Oil/Gas, Energy, Petrochemical, Pumps, Natural Gas, Commissioning, Onshore, Microsoft Excel, Engineering, Metal Fabrication, Budgets, Inventory Management, Downstream Oil & Gas, Energy Industry, Inspection, Microsoft Office, Process Control, Process Engineering, Process Scheduler, Supervisory Skills, Upstream, Oil
Education
Juniata College 1983 — 1987
BS, Marketing
Juniata College, Huntingdon, Penn 1983 — 1987
Bachelors Degree, Marketing
Sunoco Logistics September 2009 - Present
Sunoco Logistics September 2006 - September 2009
Stewart Enterprises July 2003 - July 2005
New York Life January 2000 - January 2002
Nationwide Insurance June 1989 - October 2000
Nationwide Insurance January 1989 - January 2000
Travelers Company January 1987 - January 1989
Arco Pipeline January 1984 - January 1987
Skills
Petroleum, Gas, Pipelines, Oil/Gas, Energy, Petrochemical, Pumps, Natural Gas, Commissioning, Onshore, Microsoft Excel, Engineering, Metal Fabrication, Budgets, Inventory Management, Downstream Oil & Gas, Energy Industry, Inspection, Microsoft Office, Process Control, Process Engineering, Process Scheduler, Supervisory Skills, Upstream, Oil
Education
Juniata College 1983 — 1987
BS, Marketing
Juniata College, Huntingdon, Penn 1983 — 1987
Bachelors Degree, Marketing
Frank Diaz's New York Life Experience January 2000 - April 2010
Job Corporate Vice President, Data Center Operations New York Life Ins Co
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company April 2010 - August 2012
New York Life January 2000 - April 2010
Skills
System Administration, Disaster Recovery, Data Center, BMC Remedy, Servers, IT Management, Active Directory, SharePoint, Process Improvement, Security, VMware, System Deployment, Vendor Management, Leadership, Management, Strategy, IT Strategy, Unix, Integration, ITIL, Enterprise Architecture
Education
Ithaca College 1975 — 1980
Bachelor Bus Administration, Management & Economics
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company April 2010 - August 2012
New York Life January 2000 - April 2010
Skills
System Administration, Disaster Recovery, Data Center, BMC Remedy, Servers, IT Management, Active Directory, SharePoint, Process Improvement, Security, VMware, System Deployment, Vendor Management, Leadership, Management, Strategy, IT Strategy, Unix, Integration, ITIL, Enterprise Architecture
Education
Ithaca College 1975 — 1980
Bachelor Bus Administration, Management & Economics
Robert Manieri's New York Life Experience September 1969 - December 1990
Job Realtor at Keller Williams Realty At The Parks
Industry Real Estate
Experience
Keller Williams Realty At The Parks RealtorKeller Williams Realty At The ParksSeptember 2005 - Present
New York Life September 1969 - December 1990
Skills
Short Sales, Sellers, Foreclosures, REO, First Time Home Buyers, Buyer Representation, Condos, Listings, New Home Sales, Relocation, Single Family Homes, Townhomes, Referrals, ABR
Education
John Carroll University 1960 — 1964
B.S. in Bus. Admin., Management
Keller Williams Realty At The Parks RealtorKeller Williams Realty At The ParksSeptember 2005 - Present
New York Life September 1969 - December 1990
Skills
Short Sales, Sellers, Foreclosures, REO, First Time Home Buyers, Buyer Representation, Condos, Listings, New Home Sales, Relocation, Single Family Homes, Townhomes, Referrals, ABR
Education
John Carroll University 1960 — 1964
B.S. in Bus. Admin., Management
Cheryl Doherty's New York Life Experience April 2009 - November 2009
Job Medical Receptionist at Dermatology Professional LLC
Industry Hospital & Health Care
Experience
Dermatology Professional LLC August 2014 - Present
RI Dermatology and Cosmetic Center August 2010 - August 2014
New York Life April 2009 - November 2009
Skills
Insurance, Customer Service, Sales, Clerical Skills, Appointment Scheduling, Data Entry, Medical Coding, Computer Proficiency
Education
Lincoln Technical Institute-Lincoln 2010 — 2010
Certification, Medical Coding and Billing, 3.83 gpa
CCRI 2006 — 2007
General Education
Dermatology Professional LLC August 2014 - Present
RI Dermatology and Cosmetic Center August 2010 - August 2014
New York Life April 2009 - November 2009
Skills
Insurance, Customer Service, Sales, Clerical Skills, Appointment Scheduling, Data Entry, Medical Coding, Computer Proficiency
Education
Lincoln Technical Institute-Lincoln 2010 — 2010
Certification, Medical Coding and Billing, 3.83 gpa
CCRI 2006 — 2007
General Education
Kurt Wadenpfuhl's New York Life Experience 2007 - 2008
Job Assistant Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2009 - Present
Allstate Workplace Division 2009 - September 2011
New York Life 2007 - 2008
Accredited Home Lenders July 2006 - May 2007
Aames January 2003 - July 2006
Skills
Mortgage Lending, Sales, Credit, Insurance, Management, Project Management, Underwriting, Customer Satisfaction, Loans
Education
Louisiana Tech University 1986 — 1992
B.S., Business Administration
Jesuit High School New Orleans, LA 1982 — 1986
JPMorgan Chase May 2009 - Present
Allstate Workplace Division 2009 - September 2011
New York Life 2007 - 2008
Accredited Home Lenders July 2006 - May 2007
Aames January 2003 - July 2006
Skills
Mortgage Lending, Sales, Credit, Insurance, Management, Project Management, Underwriting, Customer Satisfaction, Loans
Education
Louisiana Tech University 1986 — 1992
B.S., Business Administration
Jesuit High School New Orleans, LA 1982 — 1986
Vanessa Hill-Strawn's New York Life Experience March 1989 - Present
Job Admin. Asst. at New York Life
Industry Real Estate
Experience
New York Life March 1989 - Present
Chemical Bank 1986 - 1988
Education
Katherine Gibbs School 1990 — 1991
Certificate
Morris High School 1981 — 1986
Diploma
New York Life March 1989 - Present
Chemical Bank 1986 - 1988
Education
Katherine Gibbs School 1990 — 1991
Certificate
Morris High School 1981 — 1986
Diploma
Marco Crupi's New York Life Experience 1995 - 2006
Job Photographer at Nada Mas Photography
Industry Design
Experience
Nada Mas Photography, LLC February 2012 - Present
marcocrupi.com January 2000 - Present
Citi 2007 - 2009
New York Life 1995 - 2006
Steve Zink & Associates 1995 - 1996
Muffin-Head Production 1994 - 1995
Education
Istituto Europeo di Design
School of Visual Arts
Computer Art
Nada Mas Photography, LLC February 2012 - Present
marcocrupi.com January 2000 - Present
Citi 2007 - 2009
New York Life 1995 - 2006
Steve Zink & Associates 1995 - 1996
Muffin-Head Production 1994 - 1995
Education
Istituto Europeo di Design
School of Visual Arts
Computer Art
Patricia Vondra's New York Life Experience January 1990 - January 2000
Job Sales Manager/Business Development
Industry Financial Services
Experience
Professional Arbitrator, Financial Industry Regulatory Authority January 2003 - Present
ITS Corporation February 2009 - May 2009
Nordstrom's, Inc September 2007 - October 2008
Vondra and Associates, LTD January 1983 - January 2008
TCF Bank, Lending Division August 2003 - September 2007
TCF Bank August 2003 - September 2007
Lithia Corporation April 2002 - May 2003
Etinuum Corporation February 2000 - October 2000
New York Life January 1990 - January 2000
New York Life 1990 - 2000
Education
University of Denver 2002 — 2003
Certificate, Alternative Dispute Resolution
Lake Forest Graduate School of Management 1988 — 1990
MBA;, the International Management; Marketing and Economics
Loyola University Chicago 1977 — 1980
BBA, Marketing and Economics
Marrillac High School 1972 — 1976
H.S.
Professional Arbitrator, Financial Industry Regulatory Authority January 2003 - Present
ITS Corporation February 2009 - May 2009
Nordstrom's, Inc September 2007 - October 2008
Vondra and Associates, LTD January 1983 - January 2008
TCF Bank, Lending Division August 2003 - September 2007
TCF Bank August 2003 - September 2007
Lithia Corporation April 2002 - May 2003
Etinuum Corporation February 2000 - October 2000
New York Life January 1990 - January 2000
New York Life 1990 - 2000
Education
University of Denver 2002 — 2003
Certificate, Alternative Dispute Resolution
Lake Forest Graduate School of Management 1988 — 1990
MBA;, the International Management; Marketing and Economics
Loyola University Chicago 1977 — 1980
BBA, Marketing and Economics
Marrillac High School 1972 — 1976
H.S.
Kathleen Austin's New York Life Experience May 2009 - June 2010
Job Marketing Communications & Conservation Specialist at Federal Life Insurance Company (Mutual)
Industry Insurance
Experience
Federal Life Insurance Company (Mutual) November 2012 - Present
Federal Life Insurance Company (Mutual) April 2012 - December 2012
Federal Life Insurance Company (Mutual) June 2011 - April 2012
New York Life May 2009 - June 2010
Skills
Social Media, Marketing Communications, Marketing Strategy, Event Planning, Customer Service, Strategy, Research, Microsoft Office, Strategic Planning, PowerPoint, Budgets, Team Building, Series 6, Series 63
Education
University of Chicago 2010 — 2011
M.A., Social Science
Lake Forest College 2004 — 2008
B.A., Sociology/Anthropology and Politics
Lake Forest Country Day School '00
Federal Life Insurance Company (Mutual) November 2012 - Present
Federal Life Insurance Company (Mutual) April 2012 - December 2012
Federal Life Insurance Company (Mutual) June 2011 - April 2012
New York Life May 2009 - June 2010
Skills
Social Media, Marketing Communications, Marketing Strategy, Event Planning, Customer Service, Strategy, Research, Microsoft Office, Strategic Planning, PowerPoint, Budgets, Team Building, Series 6, Series 63
Education
University of Chicago 2010 — 2011
M.A., Social Science
Lake Forest College 2004 — 2008
B.A., Sociology/Anthropology and Politics
Lake Forest Country Day School '00
Brian Donlon's New York Life Experience 2000 - 2001
Job VP Admin. Manager at Bank of America
Industry Financial Services
Experience
Merrill Lynch May 2007 - Present
Bank of America 2005 - Present
Advest, Inc. 2003 - 2005
Advest, Inc. 2003 - 2005
NEF 2001 - 2002
New York Life 2000 - 2001
National Discount Brokers 1999 - 2001
JPMorgan Chase 1993 - 1996
Skills
Banking, Fixed Income, Equities, Trading, Securities, Investments, Wealth Management, Microsoft Excel, Asset Managment, Customer Service, Mortgage Lending, Financial Analysis, Risk Management, Series 7, Asset Management, Credit, Vendor Management, Loans, Financial Services, Financial Advisory, Relationship Management, Series 63, Mutual Funds, Finance, Portfolio Management, Strategic Financial..., Capital Markets, Retail Banking, Retirement Planning
Education
Johnson & Wales University 1985 — 1989
BS, Marketing
Our lady of Victory 1974 — 1981
Merrill Lynch May 2007 - Present
Bank of America 2005 - Present
Advest, Inc. 2003 - 2005
Advest, Inc. 2003 - 2005
NEF 2001 - 2002
New York Life 2000 - 2001
National Discount Brokers 1999 - 2001
JPMorgan Chase 1993 - 1996
Skills
Banking, Fixed Income, Equities, Trading, Securities, Investments, Wealth Management, Microsoft Excel, Asset Managment, Customer Service, Mortgage Lending, Financial Analysis, Risk Management, Series 7, Asset Management, Credit, Vendor Management, Loans, Financial Services, Financial Advisory, Relationship Management, Series 63, Mutual Funds, Finance, Portfolio Management, Strategic Financial..., Capital Markets, Retail Banking, Retirement Planning
Education
Johnson & Wales University 1985 — 1989
BS, Marketing
Our lady of Victory 1974 — 1981
Melissa Nyl's New York Life Experience August 2008 - Present
Job Fitness Specialist at New York Life
Industry Health, Wellness and Fitness
Experience
New York Life August 2008 - Present
Education
Marist College 2008 — 2011
Masters, Public Administration
State University of New York College at Cortland 2003 — 2008
Bacholars of Science, Kinesiology
New York Life August 2008 - Present
Education
Marist College 2008 — 2011
Masters, Public Administration
State University of New York College at Cortland 2003 — 2008
Bacholars of Science, Kinesiology
Nicole A. Simpson, MBA's New York Life Experience June 2008 - October 2009
Job Agent Owner at Farmers Insurance Group of Companies
Industry Financial Services
Experience
Farmers Insurance Group of Companies June 2015 - Present
PNC April 2013 - Present
Huntington National Bank July 2011 - April 2013
Huntington National Bank November 2009 - July 2011
New York Life June 2008 - October 2009
2003- 2008 August 2003 - June 2008
Kent State University January 2001 - January 2003
Skills
Skills coaching, Training & Development, Sales Management, Investments, Insurance, Small Business, Retirement Planning, Liability, Strategic Financial..., Customer Service, Loans, Risk Management, Banking, Public Speaking, Team Building, Strategic Planning, Financial Analysis, Credit, Coaching, Leadership, Finance, Management, Entrepreneurship, Sales, Retail Banking, Training
Education
University of Phoenix 2006 — 2008
MBA, Finance
Kent State University 1999 — 2003
BA, Psychology/ Pan African Studies
Columbus Alternative High School 1995 — 1999
Farmers Insurance Group of Companies June 2015 - Present
PNC April 2013 - Present
Huntington National Bank July 2011 - April 2013
Huntington National Bank November 2009 - July 2011
New York Life June 2008 - October 2009
2003- 2008 August 2003 - June 2008
Kent State University January 2001 - January 2003
Skills
Skills coaching, Training & Development, Sales Management, Investments, Insurance, Small Business, Retirement Planning, Liability, Strategic Financial..., Customer Service, Loans, Risk Management, Banking, Public Speaking, Team Building, Strategic Planning, Financial Analysis, Credit, Coaching, Leadership, Finance, Management, Entrepreneurship, Sales, Retail Banking, Training
Education
University of Phoenix 2006 — 2008
MBA, Finance
Kent State University 1999 — 2003
BA, Psychology/ Pan African Studies
Columbus Alternative High School 1995 — 1999
Jacqueline Ruiz-Fisher's New York Life Experience February 1995 - May 1998
Job Senior Medical Rep/ CoachMentor at National ContinentalProgressive
Industry Insurance
Experience
National Continental-Progressive October 2003 - Present
MCO May 1998 - September 2003
New York Life February 1995 - May 1998
Education
Kean University 1988 — 1990
BS, management
Brookdale Community College 1986 — 1988
Business
National Continental-Progressive October 2003 - Present
MCO May 1998 - September 2003
New York Life February 1995 - May 1998
Education
Kean University 1988 — 1990
BS, management
Brookdale Community College 1986 — 1988
Business
Jin Seo, CPA's New York Life Experience September 2013 - Present
Job Director
Industry Accounting
Experience
New York Life September 2013 - Present
PwC October 2010 - September 2013
Prudential Financial November 2008 - October 2010
Prudential Financial November 2006 - November 2008
Prudential Financial August 2004 - November 2006
Sony Electronics July 2003 - August 2004
Skills
Financial Reporting, Sarbanes-Oxley Act, US GAAP, Internal Controls, Auditing, Financial Analysis, CPA, External Audit, Financial Audits, Sarbanes-Oxley, Financial Statements, GAAP, Financial Planning, Financial Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2003
Bachelor of Business Administration, Major: Accounting Minor: Economics
New York Life September 2013 - Present
PwC October 2010 - September 2013
Prudential Financial November 2008 - October 2010
Prudential Financial November 2006 - November 2008
Prudential Financial August 2004 - November 2006
Sony Electronics July 2003 - August 2004
Skills
Financial Reporting, Sarbanes-Oxley Act, US GAAP, Internal Controls, Auditing, Financial Analysis, CPA, External Audit, Financial Audits, Sarbanes-Oxley, Financial Statements, GAAP, Financial Planning, Financial Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2003
Bachelor of Business Administration, Major: Accounting Minor: Economics
Reed Warren's New York Life Experience January 2010 - May 2010
Job Account Executive at Corvus of New Orleans
Industry Logistics and Supply Chain
Experience
Corvus of New Orleans September 2012 - Present
Valassis August 2010 - July 2012
New York Life January 2010 - May 2010
LSU Vet School May 2008 - December 2009
Skills
Process Improvement, Management, Sales, Marketing, Employee Benefits, Marketing Strategy, Insurance, Marketing Communications, Account Management, Program Management, Leadership, Strategic Planning, Team Building, Microsoft Excel, Customer Service
Education
Louisiana State University 2005 — 2009
Bachelors of Science, Agricultural Economics, concentration in Agriculture Management, minor in Business Administration
Corvus of New Orleans September 2012 - Present
Valassis August 2010 - July 2012
New York Life January 2010 - May 2010
LSU Vet School May 2008 - December 2009
Skills
Process Improvement, Management, Sales, Marketing, Employee Benefits, Marketing Strategy, Insurance, Marketing Communications, Account Management, Program Management, Leadership, Strategic Planning, Team Building, Microsoft Excel, Customer Service
Education
Louisiana State University 2005 — 2009
Bachelors of Science, Agricultural Economics, concentration in Agriculture Management, minor in Business Administration
Glenn Zaidel's New York Life Experience 2006 - 2007
Job Senior Regional Manager at Superior Commercial Funding
Industry Alternative Dispute Resolution
Experience
Superior Commercial Funding May 2012 - Present
Creative Investment Group, 2012 - 2012
ADT Security Services 2011 - 2011
Ambassador Media Group 2010 - 2011
Diamond Pools 2007 - 2010
New York Life 2006 - 2007
GEICO Insurance 2001 - 2006
Jolist Brokerage Company, Inc 1999 - 2001
Diamond Exteriors, Inc 1996 - 1999
Ampco System Parking 1994 - 1996
Skills
Training, Sales Operations, Management, Sales, Marketing, Customer Satisfaction, New Business Development, Cold Calling, Negotiation, Customer Service, Insurance, Finance, Small Business, Process Scheduler, Hiring, Relationship Management, Salesforce.com, Account Management, Contract Negotiation, Sales Process, Sales Management
Education
Nova Southeastern University 1994 — 1996
Master of Science Degree, Dispute Resolution
Long Island University
Bachelor of Arts, Political Science
Superior Commercial Funding May 2012 - Present
Creative Investment Group, 2012 - 2012
ADT Security Services 2011 - 2011
Ambassador Media Group 2010 - 2011
Diamond Pools 2007 - 2010
New York Life 2006 - 2007
GEICO Insurance 2001 - 2006
Jolist Brokerage Company, Inc 1999 - 2001
Diamond Exteriors, Inc 1996 - 1999
Ampco System Parking 1994 - 1996
Skills
Training, Sales Operations, Management, Sales, Marketing, Customer Satisfaction, New Business Development, Cold Calling, Negotiation, Customer Service, Insurance, Finance, Small Business, Process Scheduler, Hiring, Relationship Management, Salesforce.com, Account Management, Contract Negotiation, Sales Process, Sales Management
Education
Nova Southeastern University 1994 — 1996
Master of Science Degree, Dispute Resolution
Long Island University
Bachelor of Arts, Political Science
Gemma Noel, MBA, CPA's New York Life Experience June 2007 - February 2010
Job Financial Reporting & Analysis Professional
Industry Financial Services
Experience
News Corporation- Amplify Division September 2013 - Present
Relevante - Consultant at Merck December 2012 - May 2013
New York Life June 2007 - February 2010
The Guardian Life December 2002 - May 2007
The MONY Group January 2001 - November 2002
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Statement..., Variance Analysis, Business Planning, Financial Forecasting, Department Budgeting, US GAAP reporting, Statutory Accounting, Statutory Planning, Investments, Bluebook, Microsoft Office, SAP ERP, PeopleSoft, Essbase, Crystal Reports, Lotus Notes, Profit Margins, Team Leadership, Teamwork, Staff Supervision, Staff Development, Project Management, SQL, Financial Statements, Valuation Analysis, M & A Modeling, Smart View, GAAP
Education
Baruch College, City University
B.A, Management
Long Island University
M.B.A, Accounting
News Corporation- Amplify Division September 2013 - Present
Relevante - Consultant at Merck December 2012 - May 2013
New York Life June 2007 - February 2010
The Guardian Life December 2002 - May 2007
The MONY Group January 2001 - November 2002
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Statement..., Variance Analysis, Business Planning, Financial Forecasting, Department Budgeting, US GAAP reporting, Statutory Accounting, Statutory Planning, Investments, Bluebook, Microsoft Office, SAP ERP, PeopleSoft, Essbase, Crystal Reports, Lotus Notes, Profit Margins, Team Leadership, Teamwork, Staff Supervision, Staff Development, Project Management, SQL, Financial Statements, Valuation Analysis, M & A Modeling, Smart View, GAAP
Education
Baruch College, City University
B.A, Management
Long Island University
M.B.A, Accounting
Shalanda Brown's New York Life Experience October 2012 - October 2013
Job Insurance Broker
Industry Insurance
Experience
Convergys May 2014 - Present
New York Life October 2012 - October 2013
Primerica October 2008 - July 2011
Jewish Family Service April 2010 - May 2011
Progressive Insurance November 2009 - January 2011
Farmers Insurance April 2008 - May 2009
Skills
Sales, Customer Service, Insurance, Customer Satisfaction, Microsoft Excel, Sales Management, Microsoft Word, Term Life Insurance, Life Insurance, Consulting, Long-term Care, Call Centers, Microsoft Office, Customer Retention, IRAs, Mutual Funds, Data Entry, Financial Planning, Long Term Care Insurance, Direct Sales, Health Insurance
Education
Hondros College of Business 2007 — 2007
Life and Health Insurance License, Insurance
Kent State University 1998 — 2002
BA, Psychology
Convergys May 2014 - Present
New York Life October 2012 - October 2013
Primerica October 2008 - July 2011
Jewish Family Service April 2010 - May 2011
Progressive Insurance November 2009 - January 2011
Farmers Insurance April 2008 - May 2009
Skills
Sales, Customer Service, Insurance, Customer Satisfaction, Microsoft Excel, Sales Management, Microsoft Word, Term Life Insurance, Life Insurance, Consulting, Long-term Care, Call Centers, Microsoft Office, Customer Retention, IRAs, Mutual Funds, Data Entry, Financial Planning, Long Term Care Insurance, Direct Sales, Health Insurance
Education
Hondros College of Business 2007 — 2007
Life and Health Insurance License, Insurance
Kent State University 1998 — 2002
BA, Psychology
Alexandra Grimes's New York Life Experience April 2011 - Present
Job Compensation Representative at New York Life
Industry Insurance
Experience
New York Life April 2011 - Present
Sprint October 2008 - April 2011
Trezo Vino May 2008 - October 2008
4 Olives Wine Bar Manhattan, KS June 2007 - May 2008
Houlihan's Restaurant January 2007 - June 2007
Hollister Co July 2005 - December 2006
Hen House Market May 2001 - July 2005
Skills
Telecommunications, Inventory Management, Customer Service, Wireless, Public Relations, Customer Satisfaction, Retail, Recruiting, Customer Retention, Customer Experience, Sales, Cold Calling, Time Management, Human Resources, PeopleSoft, Leadership, Training, Retail Sales, Team Leadership
Education
Kansas State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
New York Life April 2011 - Present
Sprint October 2008 - April 2011
Trezo Vino May 2008 - October 2008
4 Olives Wine Bar Manhattan, KS June 2007 - May 2008
Houlihan's Restaurant January 2007 - June 2007
Hollister Co July 2005 - December 2006
Hen House Market May 2001 - July 2005
Skills
Telecommunications, Inventory Management, Customer Service, Wireless, Public Relations, Customer Satisfaction, Retail, Recruiting, Customer Retention, Customer Experience, Sales, Cold Calling, Time Management, Human Resources, PeopleSoft, Leadership, Training, Retail Sales, Team Leadership
Education
Kansas State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Ilze Henry's New York Life Experience 1994 - 2001
Job Sales Associate at Ward Wight Sotheby's International Realty
Industry Real Estate
Experience
Ward Wight Sotheby's International Realty 2010 - Present
Goldman Sachs 2001 - 2009
New York Life 1994 - 2001
Skills
Investments, Hedge Funds, Bloomberg, Asset Managment, Investment Banking, Equities, Valuation, Financial Modeling, Capital Markets, Fixed Income, Financial Markets, Sellers, Portfolio Management, Bonds, Mutual Funds, Series 7, Financial Analysis, Securities, Real Estate Transactions
Education
University of Chicago
MBA
Lehigh University - College of Business and Economics
BS, Accounting
Ward Wight Sotheby's International Realty 2010 - Present
Goldman Sachs 2001 - 2009
New York Life 1994 - 2001
Skills
Investments, Hedge Funds, Bloomberg, Asset Managment, Investment Banking, Equities, Valuation, Financial Modeling, Capital Markets, Fixed Income, Financial Markets, Sellers, Portfolio Management, Bonds, Mutual Funds, Series 7, Financial Analysis, Securities, Real Estate Transactions
Education
University of Chicago
MBA
Lehigh University - College of Business and Economics
BS, Accounting
Guy Broussard's New York Life Experience 1981 - 2003
Job CEO: The Investment Advisory Group
Industry Investment Management
Experience
Raymond James Investment Services The Investment Advisory GroupRaymond James Investment ServicesMay 2012 - Present
New York Life 1981 - 2003
Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Equities, Financial Planning, Retirement Planning, Asset Allocation, Investment Strategies
Education
Louisiana State University
McNeese State University
Raymond James Investment Services The Investment Advisory GroupRaymond James Investment ServicesMay 2012 - Present
New York Life 1981 - 2003
Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Equities, Financial Planning, Retirement Planning, Asset Allocation, Investment Strategies
Education
Louisiana State University
McNeese State University